The investment era of rebirth

Chapter 494 The sudden outbreak of the main line market of "film and television media"!
Then, the next moment.

Several core stocks of Enlight Media, Huayi Brothers, and LeTV have risen by more than 4% in a straight line. Investment Holdings, Ciwen Media, etc. A series of related stocks, driven by the main buying funds, also instantly rose by more than 3%. Among them, the two stocks of Wentou Holdings and Ciwen Media are even more The straight-line rise exceeded the 7% increase, and it seemed to have a rapid impact on the daily limit.

And at the same time, due to a large amount of buying funds, they quickly poured into the "film and television media" sector.

Due to a large number of component core stocks, the market has risen rapidly.

The industry sector index of 'film and television media' has also increased rapidly. From the flat market a few minutes ago, it has continued to rise all the way, and it has reached an increase of around 1.5% in an instant. , jumped to the top position in the increase list.

"Fuck, what's the situation?"

Facing the sudden, full-scale riot of the "film and television media" industry sector, as well as the two conceptual sectors of "cultural media" and "film and television entertainment", many retail investor groups gathered in the discussion area of ​​the trading platform were all confused. Besides, it was extremely shocking.

"In the whole sector of 'film and television media', the net inflow of main funds has changed from an outflow to an inflow in an instant, and the net inflow is almost increasing at a rate of 2000 million per minute. ...Is it scary? Is there any major benefit in this field?"

"There should be some major benefits, otherwise the main funds, suddenly, would not attack so quickly."

"I'll go. The two stocks of Enlight Media and Huayi Brothers have both increased by more than 7%. This is going to go straight to the daily limit. LeTV has also caught up!"

"The two checks of Huace Film and Television and Ciwen Media are even stronger."

"Just now, Ciwen Media has hit the daily limit, oh, my God... In 5 minutes, the amplitude of this check has exceeded 12%, and on the way up, it is a huge increase in volume. I feel that this is really beneficial. "

"Hey, what's the advantage, every time it's a big fund, so I'll see it beforehand!"

"It can't be helped. People have the advantage of information channels, but this kind of sudden market fluctuation, is it not sustainable? Do you want to follow suit?"

"See if it's a scam, if not, you can follow."

"The market of the entire sector has changed. It should not be a scam market, right? The inflow of main funds is really strong."

"Follow the trend first, and then talk about the 'film and television media' sector, in this position, compared with the rebound trend of the entire index, the increase is completely lagging behind, and the risk of participating at this time is not great."

"Indeed, due to the style preference of the market's previous main funds, the overall position of the 'film and television media' sector is basically the same as last year's position before the concept of 'mobile game' was hyped. Compared with other sectors of the market, the increase is indeed relatively backward."

"Fuck, hurry up and follow, Huashu Media and Wentou Holdings have also gone straight to the daily limit."

Accompanied by the exclamation of the crowd, and the continuous follow-up effect of many retail investors who are quick to see the opportunity...

When the market trading time quickly passed 11 o'clock and entered the last half-hour trading session in the morning, the market in the entire sector of 'film and television media' began to become more and more violent. At the same time... many main funds bought and attacked. From the original main business companies such as "TV series, film production, celebrity brokerage business, and theater business" to the entire "entertainment" industry.

Of course, at this time, except for a very small number of major funds who have obtained accurate inside information.

The vast majority of other follow-up institutions, hot money, and retail investors are still in a state of bewilderment about the explosion of the market in the field of "film and television media".

Even, Su Yu is in the main group of Yuhang hot money.

All the hot money bigwigs who have fully realized that the market trend in the field of "film and television media" is not simple, although many people have already participated in following the trend, they are still puzzled.

"Who can tell me, what is the trend of 'film and television media'?"

"I don't know, it just exploded suddenly."

"Even if there is any news, it will be announced after the market closes at noon, right?"

"Is there really any big news, or...is it purely speculation on the market? Or...similar to the oolong finger market of 'Guangda Securities' last year?"

"It can't be an oolong referring to the market. After all... the changes are all mid- and small-cap concept stocks!"

"In the field of 'film and television media', there are not many large-cap stocks, right? LeTV and Dongfang Fortune should be regarded as slightly larger stocks."

"The capital attack is so fast, and it is a continuous attack. It is not a wave of attack trends. This should not be a pulse-like market fluctuation. It should indeed be some kind of industry-specific blockbuster. Fuck... news channel Being one step behind is really annoying."

"Hey, it seems that the market news has leaked again."

"Every time there is good news in the market, there is not one time that it is not leaked. Remember last year's "Shanghai Free Trade Zone" market, the news was also leaked in advance, right?"

"There is no impenetrable wall in the world, isn't it normal?"

"The news channels are asymmetrical. It's okay. The key is... Is the market sustainable and participatory?"

"The 'film and television media' industry sector started to riot suddenly at around 10:50. Now at 11:07, in less than 20 minutes of trading time, there are already 5 stocks with a daily limit, and 12 constituent stocks with an increase of more than 7%. I feel that the market It is indeed possible to explode, and the intensity is very strong. At this time, the risk of following the trend and participating should be very low."

"Which specific benefits will it be?"

"Looking at the direction of the strongest financial attack, it is most likely to be the direction of 'film and television production', right? Ciwen Media, Huace Film and Television, Wentou Holdings, Yanjing Culture, Huayi Brothers, Enlight Media, LeTV... Basically the main business Businesses are all related to the direction of "film and television production and investment". At the same time, in the field of "film and television media", other non-"film and television production" fields, such as Wasu Media, Phoenix Media, Bosera Communications, Shengda Media, and Zheshu Culture are relatively important. Weaker, of course... the stocks in other traditional publishing and media fields, as well as in the Internet media field, tend to be even weaker."

"Niu, look carefully, it really has this feature."

"But now, the market has begun to spread to the entire 'film and television media' field. Basically, as long as the stocks related to 'entertainment' are changing."

"It feels like everyone is guessing about the funds that follow suit, right?"

"It should be said that in the entire market, most investors are ignorant of the sudden riot in the 'film and television media' sector."

"It's not easy to follow the trend, let's wait for the news to be clear!"

"The news is clear. The stock prices of many target stocks should already be in the sky, right?"

"Don't be afraid, if the market continues, if there are enough heavy positives, the market will not only follow this wave. After the news is clear, it should be too late to participate."

"Actually, according to the direction of 'film and television production and investment' where market owners buy funds to attack the strongest, I think the risk of following the trend is still very small. No matter how the news changes, at least in the market, the flow of main funds , you can’t lie to anyone, can you?”

"Indeed, at the same time, the field of 'film and television media' hasn't been hyped on a large scale for a long time."

"The large-scale riots in this field were the highlight of last year's hype about the concept of 'mobile games', right? Speaking of today...the concept of 'mobile games' hasn't moved much?"

"This shows a positive direction, not the direction of 'mobile games'."

"However, the overall market value of the 'film and television media' sector is too small. Even if there is a market, it should not be able to support the entire market, right?"

"There is no doubt about it. In terms of the macro main line, if the market index wants to continue to break through, it still has to rely on the two main lines of 'infrastructure' and 'military industry', but the two main lines of 'infrastructure' and 'military industry' continue to Sexual interpretation, will it not affect the market explosion of the 'film and television media' sector?"

"I'm afraid that the active funds in the market will be diverted. I think this is not a good thing for the market."

"No, I still feel that the more continuous hype routes to make money in the market, the better, so that a perfect market rotation can be formed, which can also create a continuous market profit-making effect, and as long as there is a continuous The market’s money-making effect, are you afraid that there will be no incremental funds coming in from outside the market?”

During the heated discussion among the crowd, the market trading time was advanced by another 10 minutes.

I saw that at this time, the "film and television media" industry sector index, which was in full swing, had risen to around 2.5%. Driven by the market conditions in this field, the market style of the entire market has also begun to gradually favor the small and medium-sized board and the GEM, which are dominated by small and medium-sized concept stocks.

As a result, the market closes at noon.

The small and medium-sized board, the ChiNext Index, and the Shenzhen Index all surpassed the Shanghai Index, once again showing a pattern of strong Shanghai and weak Shenzhen.

At the same time, due to the large amount of active funds in the market gathering in the field of "film and television media", the market in the main line fields of "infrastructure" and "military industry", which performed well in the first few trading days last week, has also declined. Popular stocks have also seen varying degrees of selling and selling.

On the whole, after the outbreak of the 'film and television media' sector across the board.

With the fermenting and deepening of market sentiment and follow-up effect, there are certain signs of style switching in the market.

In the end, when the time was fixed at 11:30 and the two cities ushered in the noon closing time, the Shanghai Designated Index was at 2281.78 points, up 0.29%, while the Shenzhen Stock Exchange Index and the ChiNext Index rose by 0.63% and 0.89% respectively. The index rose by more than 1%, showing the attitude of leading the important indexes of the two cities.

And due to the deviation of the market style...

Even though the entire morning market trading period, compared with the opening time of 9:25, the Shanghai index has hardly changed, and the index has not stood at the 2300 point that everyone expected as scheduled, but the continuous profit-making effect of the entire market is not bad. The two cities are nearly 2000 points. At the close of trading at noon, nearly 1400 stocks achieved a red market.

Among them, especially the field of 'film and television media'.

After continuous attacks from various funds in the market, at the close of the market at noon, as many as 6 of the constituent stocks in the sector had changed hands by the daily limit, 14 of which had increased by more than 7%, and their industry sector index, even in the last few minutes Within the market, the stock price went up in a straight line, almost breaking through the 3% increase mark.

Faced with such a midday closing result.

Apart from doubts, the majority of investors in the market are also optimistic and excited. After all, although the index has not risen much, the stocks in the hands of many people have outperformed the market in an all-round way.

"How many new chips have you bought?" At 11:35, 5 minutes after the market closed at noon, in Yuhang, Yuhang Investment Company, and in the trading room of the main fund, Su Yu stared at the two markets that had been frozen, and turned to face the current market. Li Meng asked after counting the data.

Li Mengqing finished counting the background position data of several major funds, and responded: "The new purchase capital is 4.36 million. Our several funds have a total available cash of about 20 billion."

"Did you only buy 4.36 million?" Su Yu frowned.

Compared with the holding data of the company's several main funds, which totaled 300 billion, this buying volume is basically better than nothing.

Li Meng responded helplessly: "The overall market capitalization of the 'film and television media' sector is relatively small, and the circulation of related core constituent stocks is even smaller. Although we have seized a certain amount of money in the news channel Opportunities are ahead, but there is no way to increase positions so recklessly and buy as in the two main lines of 'infrastructure' and 'military industry'."

in market investment transactions.

The larger the amount of funds, the more limited liquidity will be.

This is also the reason why the main force of big funds rarely attacks small-cap concept stocks with small circulating stocks and participates in short-term speculation in the market.

Hearing what Li Meng said, Su Yu naturally understood this. After thinking about it, he smiled helplessly: "It seems that we can't eat much of this fat meat. Forget it... how much we can earn is up to you." How much, the core of subsequent transactions should be placed on the more liquid 'infrastructure' and 'military industry' main lines."

"Yeah!" Li Meng nodded in agreement.

The larger the amount of funds, the more restricted the transaction is. They can participate in the line of 'film and television media', but if the core of follow-up transactions is placed on this line, then it will be a bit difficult for the performance of the entire fund. It's the last thing to do.

Unlike the entire 'Yuhang Department' funds, they are helpless on the main line of the sudden outbreak of the market.

As a small and medium-sized fund, Yuhang Jingda Investment Company, in the trading room of the main fund, fund manager Lin Tingzong stared at the pattern of the two cities' closing at noon, and the almost full-blown "film and television media" sector, but his expression was quite excited. It seems to smell a huge opportunity to participate.

(End of this chapter)