"I would say that the current pressure on the two core lines of 'big finance' and 'big infrastructure' is too great. At the same time, there is no clear positive support in terms of news in the current market, which has led to the stock price falling.

Retracement. Seeing that the market hot spots are so scattered, I feel that it will not take long for the capital groups chasing these scattered hot spots to discover that these hot spots do not have sustained market explosive power and cannot form a consistent long situation and expectations. They will definitely reverse quickly.

Go to the main lines of 'Big Finance' and 'Big Infrastructure'."

"There is no doubt that this is for sure, but before the two core main lines of 'big finance' and 'big infrastructure' are turned around by various funds, there is definitely still time and space for adjustment. In other words... at this time...

, it’s still not a good time to increase your position in core component stocks in the main line areas of ‘big finance’ and ‘big infrastructure’!”

"That's true... But at this time, whether you hold shares, temporarily stop profits and reduce positions, or pursue other hot spots, it's quite uncomfortable. Just hold it. The stock price continues to retreat and you lose profits. Sell it. I don't know what to buy.

?And I don’t know how sustainable it will be after I buy it.”

"I can't hold it anymore anyway."

"I'm too lazy to bother. Since the expectations for the two main lines of 'big finance' and 'big infrastructure' are still there, let's adjust. Anyway, sooner or later the price will rise again."

"Currently, the only hot spot in the market should be the hidden line of 'Old Demon Stocks Compensating Growth', right?"

"Well, this hidden line is indeed worth noting. It is also the only hot spot in the entire market today where the money-making effect is relatively concentrated and strong."

"'Shanghai Steel Union', 'Shanghai Sanmao', and 'Quantong Education' have all reached their daily limit. The short-term profit-making effect should still be achieved. Those who participate today should also get a premium tomorrow."

"Yes, you can try to make tickets for 'Beijiang Communications Construction, Shanghai Construction Engineering, Huayi Brothers, Huaqingbao, Fushun Special Steel, Yingkou Port, Shibei High-tech, Beixin Road and Bridge...' I am

It feels like this hidden line, and the number of financial groups paying attention to it, is still increasing.”

"What about 'big consumption'? In fact, the liquor, white goods, and automobile sectors are doing well today."

"Although the trend of 'big consumption' can still be seen today, compared with yesterday, it still shows a diminishing profit-making effect. Preliminary judgment is that it should be a rebound market, not a reversal of the continuous market. I think...'

The technological growth line is more sustainable than big consumption."

"To be precise, it should be the major industry sectors of 'film and television media', 'Internet software', and 'Internet application' in the main line of 'technological growth', right?"

"Yes, these are the major sections!"

"The domestic film market, with huge policy support and substantial box office subsidies, does have the potential to explode on a large scale, and as far as the film market and box office trends in the second half of the year are concerned, this trend is already there," Film and Television Media

'The sector is indeed worth noting, and it is indeed supported by continued future expectations. This sector is good, and it is no wonder that the stock price of 'LeTV' can quickly reverse from the bottom."

"As for 'Internet software' and 'Internet applications', the logic is that the 'mobile Internet' is still the explosive trend!"

"These two major industry sectors can actually be combined with the main lines of 'big finance' and 'big infrastructure'."

"How to combine them?"

"Isn't that what Internet finance is? Doesn't it mean that the future...is the era of the Internet of Everything? There should be nothing wrong with hyping and making deals in this direction."

"What do you think about the direction of the 'smartphone industry chain'?"

"Have you been adjusting this direction for more than half a year?"

"The adjustment for the past six months was mainly due to the fact that in the past two years, the new products launched by Apple did not meet everyone's expectations, and the investment expectations in the main line of the entire 'smartphone industry chain' were still too high.

, even though the entire industry and industry chain companies are developing well, it should be difficult to have excess investment profits and sufficient expectations."

"Yes, the main line of hyping the 'smartphone industry chain' is the problem of poor expectations. Everyone knows that the 'smartphone' market will get bigger and bigger, which means that the valuations of related core stocks cannot be reduced at all, and at the same time, potential risks

The large number of chips within it are unwilling to be cut off easily no matter what. In this situation, if the main line of the entire 'smartphone industry chain' does not exceed market expectations, it will be difficult to speculate and get out of the smooth flow.

The upward trend.”

"There are still too many smart people in the market, and it's all your predictions and my predictions, which is difficult to do."

"In fact, the two major sectors of 'Internet software' and 'Internet applications' also have this problem. In the era of 'mobile Internet', everyone knows that this is a major trend. If expectations are high, it will be difficult for things to exceed expectations. Naturally, it will be difficult."

There is a smooth trend.”

"Compared, compared, the straight line of 'film and television media' is relatively better."

"'LeTV' is actually pretty good. It has expectations of 'mobile Internet' and 'reversal of the fundamentals of the film and television industry,' and there is also a story to tell about 'Internet TV.'"

“Has the concept of ‘Internet TV’ taken off?”

"I don't know, but the story is still very beautiful."

"I have always felt that the company 'LeTV' is not very practical. There are quite a lot of concepts and stories, but how to translate them into performance has always been a problem for this company!"

"As long as the story is good, the problem of performance realization should be left to long-term investment institutions to think about!"

"This is true. There is a fundamental difference between short-term investment thinking and long-term investment thinking."

"The Shanghai Stock Exchange Index is approaching 3,400 points. I didn't expect it... it would fall back so quickly. I originally thought that even if it was blocked at 3,500 points, it would still hover around 3,450 points for a while."

"Quick adjustment has the advantage of quick adjustment, so I don't think there's anything wrong with it."

"The Shanghai Stock Exchange Index should form a short-term box shock platform at this stage, right? The upper edge of the box has been proven to be 3,500 points. I wonder what the lower edge of the box will be?"

"It shouldn't be lower than 3300, right?"

"It's hard to say, just take a step and look at it. In recent times, the overall money-making effect of the market should have weakened. I hope the adjustment will not be too drastic, otherwise it will hurt the bull market sentiment and bull market confidence that have just been fully reversed."

"It shouldn't be too drastic. After all, the regulators also hope that the market can emerge from a big bull market. Nowadays, the bull market pattern of the market has just emerged, that is, the bull market has just taken a prototype. Considering the macro policy direction,

Regulators will definitely not let this fledgling bull market die like this."

"It makes sense, but whether it is the Shanghai Stock Exchange Index, securities in the main line of 'big finance', the Internet financial sector index, or even related weighted core stocks, the technical divergence is serious enough. If we want to step back on the important supporting moving average below, time,

The space is never too small.”

"In the past two days, investors who were chasing high prices were going to feel uncomfortable for a while."

"Sure enough, it is not that easy to cross 3500 points. Fortunately, I was cautious and did not add leverage. After this wave of market has completed the retracement, I can add leverage."

With the rapid refresh of news in the group, and the in-depth analysis of market conditions by many big guys in the group.

The trading time of the two cities has already reached after 11 o'clock amid fierce trading, entering the last half-hour trading period before the midday closing.

As the trading time enters the last half hour before the midday close.

The market performance of the two cities has gradually stabilized.

The three main lines of 'Big Consumption', 'Mobile Internet' and 'Smartphone Industry Chain' have been comprehensively formed to lead the rise, while the three main lines of 'Big Finance', 'Big Infrastructure' and 'Military Industry' have led the decline. During this period, hot spots in each branch line have continued.
Chapter completed!