The investment era of rebirth

Chapter 497 The 'Limit Up Tide' Under the Impact of Good Favors!
Then, the next moment.

Huace Film and Television, Wasu Media, Phoenix Media, Bosera Communications, Shengda Media, Zheshu Culture, Yanjing Culture, Wentou Holdings, Ciwen Media, LeTV, Guangguang Media, Huayi Brothers...etc. If there is no daily limit, all break through to the daily limit, while those that have already reached the daily limit before, the main buy and pending orders on the daily limit will also rush forward, and the daily limit will increase sharply.

Then, at 1:02, it took only 2 minutes to officially open in the afternoon.

In the entire "film and television media" industry sector, 6 new daily limit stocks have been added. Among the constituent stocks of the entire industry sector, there are more than 10 daily limit stocks. Among them, Enlight Media and Huayi Brothers have increased by 8.5%. About one step away from the daily limit, and LeTV has already touched the daily limit in lightning, and the market volume can expand rapidly, and the daily limit is about to be sealed.

At 1:03, LeTV blocked the daily limit, and the market turnover reached 5.3 million.

At 1:04, the stock prices of Enlight Media and Huayi Brothers both hit their daily limit.

At 1:05, Huayi Brothers blocked the daily limit.

At 1:06, Enlight Media also blocked the daily limit, and the index of the entire "film and television media" industry sector rose by about 4.3%.

At 1:07, the 'film and television media' industry sector, as long as it is a 'film and television' related stock, the intraday increase has not been less than 5%.

At 1:08, within the 'film and television media' industry sector, the daily limit of individual stocks broke through to 15.

At 1:09, the sector index of the 'Film and Television Media' sector rose by 4.5%, and the related 'Film and Television Production', 'Film and Television Entertainment', 'Anime', 'Star Participation', 'Star Indirect Shareholding', and 'Internet Video' A number of concept sectors, etc., also stood out in the forefront of the rise list of concept sectors in the two cities. The market trend of the entire market, as well as the direction of active capital attacks on and off the market, were all concentrated in the main line of "film and television media".

At 1:10, the "film and television entertainment" concept sector rose by more than 6%, and a group of constituent stocks in the concept sector began to stage a collective daily limit tide.

At 1:11, driven by the market of the entire industry sector of 'film and television media', the ChiNext Index rose by more than 1%, and set a new intraday high.

At 1:12, the increase in the Shenzhen Stock Exchange also broke through to more than 1%.

At 1:13, the small and medium-sized board index rose by more than 1.5%, and continued to maintain its leading position in the market's important indexes.

At 1:15, the sector index in the 'Film and Television Media' sector rose by more than 4.8%, spreading the market to 'mobile games', 'publishing media', 'new network media', 'mobile Internet', 'Internet software', 'Internet In the case of many concept sectors such as application', the entire medium and small cap concept stocks in the market have begun to welcome the attention of the main buying funds and launched a rapid rebound trend.

At 1:20, when the small and medium-sized board index and the GEM index both rose by 1.5%, there are nearly 2000 stocks in the two cities, and there are already 1600 stocks. In the case of a red market rise, the Shanghai index, which passively followed the rise, finally crossed the The 2290 point mark has expanded the increase to more than 0.5%. At the same time, it has also refreshed the high point of this round of rebound and the intraday intraday high point, and is getting closer and closer to the 2300 point mark that everyone is looking forward to.

At 1:25, under the leadership of the outbreak of the main line of "film and television media", the stocks in the two markets and their major market indexes that were on the rise rapidly, while the Shanghai stock index was blocked by the pressure level, at the same time, they were also in the first wave of rapid growth. When the amount of aggressive follow-up buying is exhausted, the entire market begins to see a time-sharing increase in volume.

At 1:26, under the exhaustion of aggressive follow-up buying volume, many small and medium-cap stocks, as well as several major market indexes that had surged strongly, all began to turn around on the time-sharing line.

At 1:27, the Shanghai Stock Exchange Index fell to the 2292.78 point mark after hitting the highest point of 2290 points.

At 1:28, the growth rate of the GEM index fell back to within 1.5%, and the growth rates of the concept sectors centered on 'film and television media' all fell back.

At 1:30, the market began to fall into a state of heavy volume and stagflation when the time-sharing volume continued to increase.

At 1:35, the Shanghai Stock Exchange Index fell back to 2285 points for shocks. At the same time, the upward trend of the entire market also showed obvious signs of insufficient stamina.

At 1:40, the entire market was in a state of shock. The "film and television media" industry sector still rose by more than 4%, but it was unable to form a driving effect on the entire market. Among them, the "infrastructure", which was affected by the siphon effect of funds, 'Military Industry', 'Reform and Restructuring of State-Owned Enterprises and Central Enterprises', 'Shanghai Free Trade Zone', 'Internet Finance', 'Fintech' and other sectors related to the main concept have shown more obvious signs of intraday shocks and declines.

At 1:45, the long-short gap in the market became obvious again. Many small and medium-cap follow-up concept stocks that rose rapidly before 1:30 all showed pulse-like trends, which led to the aggressive follow-up buying funds in the front , One after another was caught in the fall of stock prices.

At 1:47, due to the profit-making effect surrounding the line of "film and television media", it did not really expand to the entire market, and the follow-up funds were once again cautious, which also caused the entire market to take the initiative. Buying volume can get weaker and weaker.

At 1:50, the growth rate of the ChiNext Index shrank again to about 1.3%.

At 1:51 a.m., various conceptual sectors linked to the core hot sector of 'Film and Television Media' began to show a more obvious trend of differentiation, and funds from all walks of life in the market were concentrated in the core concept sector of 'Film and Television Media', while other related The fringe concept sector fell back quickly, failing to achieve a real profit-making effect and room for growth.

At 1:55, this market differentiation trend spread to the 'film and television media' sector, non-'film and television' related main business stocks, such as 'mobile games', 'publishing media', 'online education', 'Internet A number of concept stocks such as "Information Services" have also begun to see a more obvious decline.

At 1:57, the growth rate of the 'film and television media' industry sector index fell back to the position of 3.8% under this influence.

At 1:58, the market's follow-up funds became more and more rational, and the main business stocks with a strong correlation with "film and television" became stronger and stronger in the overall market fluctuations, and more and more funds followed the trend; The main business stocks that are not so strongly related to film and television, especially the mid- and small-cap stocks that are not "film and television media" that were briefly driven by market investment sentiment before 1:30, have fallen back more significantly at this moment , getting weaker and weaker, and less and less funds to follow suit.

Immediately afterwards, the market trading hours entered the last hour of late trading.

The entire market, except for the industry sector of "film and television media", and related concept sectors such as "film and television production", "film and television entertainment", "animation", "star participation", "star indirect shareholding" and "online video", It can still maintain a strong oscillating state at the intraday high level. Other industry sectors and concept sectors have basically given up all the gains after the opening in the afternoon, and their positions have fallen back to the position when the market was closed in the morning.

"The violent trend of 'film and television media' failed to help the stock index break through 2300 points!"

At 2:05, Shenzhen Stock Exchange, Xinniu Fund Company, the main fund product trading room of 'Manniu No. 1', the trading team leader Mou Zhengxing watched the market fall into a sideways trend again, and the Shanghai Index hoped to break through 2300 points upwards. He also became confused again, he couldn't help but sighed softly, and said with emotion: "It's really strange, at the position of 2300 points, there is obviously no excessive pressure, but it is always short of breath, and I can't break through."

"Today's market with 'film and television media' as the core has not fully driven the breakthrough trend in the direction of the small and medium-sized board and the ChiNext board." Fang Xinsheng, the fund manager, took the conversation and said, "2300 is indeed not a big pressure, but the market bargaining chip structure is here. It is very chaotic, so there is a big difference between long and short. At the same time, because there is not enough continuous profit-making effect in the medium and small-cap concept stocks, the funds that follow the trend enter. After the first wave of irrational intervention, the buying is completely It’s out of stock, and I can’t directly type up the overall market.”

"but……"

Fang Xinsheng smiled, and continued: "Don't worry too much. The overall investment sentiment in the market is still biased towards the bulls. As long as the market maintains the profit-making effect, gradually dispel the doubts of follow-up funds entering the market, and at the same time wait for this index. The profits of the stage have been cleared, and the adjustment of the bargaining chip structure has been completed."

"Then, if the follow-up index breaks through 2300 points, it is logical and a matter of course."

"Of course, as for how the overall market style of the market will change, whether it is biased towards breakthroughs in the direction of the small and medium-sized boards and the ChiNext, or relying on the Shanghai Stock Exchange Index for upward breakthroughs, then it is uncertain."

"Actually...the line of 'film and television media' has gone strong enough today." Standing behind Fang Xinsheng, Liu Xin, the general manager of the company, who was watching the big screen in the trading room, also interjected at this time, "It's just The stock index collapsed and dragged down the entire market, failing to truly build the confidence of market investors to follow suit."

Fang Xinsheng responded with a smile: "It's not that the Shanghai Stock Exchange is holding back, but that after the release of the 'film and television media' line, the market has formed a capital siphon effect in this field, which previously occupied the largest amount of active funds in the market. , are the two lines of 'big infrastructure' and 'military industry' that support the main board index."

"Now, the active funds in the market are collectively following up in the field of 'film and television media'."

"Naturally, the funds for undertaking the two core main lines of 'big infrastructure' and 'military industry' are seriously insufficient. Without the support of these two main lines, the Shanghai stock index will naturally not perform well."

"In general……"

Fang Xinsheng thought for a while, and continued: "The amount of active funds in the market and the amount of new funds that follow the trend are still seriously insufficient, and cannot support the breakthrough of multiple main market lines at the same time."

"But there is no other way..."

"After all, the market found its bottom near 2200 points, and it only took a short week to get out of the previous continuous downward trend."

"With the market conditions gradually fermenting, it will take time for off-market funds to follow suit and enter the market."

"It's still the same sentence, as long as the market can maintain a continuous profit-making effect, when time passes and the doubts of many off-market investors are dispelled, then there will naturally be a steady stream of incremental follow-up funds coming in, and at that time... …Sufficient funds in the market can achieve simultaneous breakthroughs on multiple main lines, and at the same time, the market will have a further explosive trend.”

After listening to Fang Xinsheng's analysis, Mou Zhengxing pondered for a while, and said, "Mr. Fang, you mean that there is no problem in saying that the market will continue to break through in the future, but at present, the market is at this position, and there is not enough time and space for adjustment. We Do we need to wait patiently for a while longer?"

"The space is enough, but the time is still short." Fang Xinsheng responded, "Actually, at this time, it does not make much sense to blindly focus on the index. Instead, it is to seize the hot spots in the market, tap the mainline opportunities, and make timely adjustments. Layout is the right thing to do."

"Yeah!" Liu Xin agreed, "There are indeed a lot of opportunities in the main line of the market!"

The previous two main lines of 'infrastructure' and 'military industry' have obviously not finished. Now the line of 'film and television media' has exploded, and the line of 'Internet finance', and even 'traditional finance', the line of 'financial technology' The main line is also positive.

There is also the main line of "big consumption" that gradually reverses the fundamentals with the recovery of the macro economy.

And the rapid expansion of the industry scale, but the two core areas of 'mobile Internet' and 'smart phone industry chain' are currently in the adjustment stage.

Overall, this time.

In the entire market, there are quite a few main-line quotes with certain investment value and speculation opportunities.

Of course, although there are many main-line markets with opportunities, in these main-line markets, how to accurately grasp the profit and carry out the corresponding rotation layout will test the ability and cognition of the trader.

"The line of 'film and television media' that broke out in full swing today, do we...need to follow up the holdings and include them in the fund's key position building and rebalancing?" After a moment of contemplation, Mou Zhengxing said again, "I always feel that... The market strength of this line should not be as strong as the two lines of 'infrastructure' and 'military industry'?"

Fang Xinsheng thought for a while and said: "Let's not judge subjectively, let's look at the market's continuous response to the line of 'film and television media' and the expected logical recognition in the future. The main reason is that we have lost the initiative now. Participate and not participate.”

Compared with those large-capital state-owned institutions with extensive information channels.

They didn't receive the heavy good news about the direction of 'film and television media' in advance, so they didn't have time to increase their positions in this direction in advance, so...now they are facing the full-scale riots of 'film and television media' No matter the market trend, regardless of the continuous market reaction of this line and the future market expectations, they can only temporarily look at the ocean and sigh, and have no way to participate.

(End of this chapter)