The investment era of rebirth

Chapter 498 Inducing the Market Trend!

"Yes, let's take a look first." Liu Xin responded, "The real strength of the market continuation and the logic of market expectations can only be seen after the extreme follow-up sentiment of market investors in this direction has cooled down a little. To be precise, at this time, it is really not a good thing to chase after the high with the good news.”

Fang Xinsheng nodded with a smile, and said: "Mr. Liu is right. In fact, I personally think that if the entire market wants to really open up space, it is better to focus on 'big infrastructure'."

"After all, the direction of 'big infrastructure', whether it is the continued support of policies, the reversal of the industry's fundamentals, the story of the industry, the number of stocks covered, the size of the market value, or even the impact on the entire market, is not" The overall market value of film and television media can only be compared with an industry segment of more than 1 trillion."

"Of course……"

Fang Xinsheng paused, and then said: "If the market of the industry sector of 'film and television media' can continue to diverge and deepen in the two directions of 'mobile Internet' and 'smart phone industry chain', which are also full of expectations and hype logic, It is also possible to fully activate the two main directions that are in the adjustment stage, and the hype sentiment is relatively lacking, and drive the market to break through from the side."

"It depends on how the main funds of various parties choose in the future trend of the market, and how to form a joint force direction."

After speaking, Fang Xinsheng turned his attention back to the trading market of the two cities.

I saw that at this time, the market trading hours had already advanced to 2:20. On the disks of the two markets, the 'film and television media' industry sector and its related concept sectors still maintained the form of leading the two markets, but other non-' The core concept stocks of film and television media, as well as its fringe concept mid-cap and small-cap stocks, have been completely swallowed up by the intraday gains following the collective riots in the film and television media sector, showing a trend of pulsating fluctuations.

Correspondingly, because of these stocks, they failed to gather a sustained profit-making effect.

Many follow-up funds overflowing from the main line of "film and television media" in the market have returned to relatively low-level fluctuations in the market, such as "infrastructure", "military industry", "reform and reorganization of state-owned enterprises and central enterprises", "Shanghai Free Trade Zone", "Internet Finance' and other early popular mainline fields converged.

"Hey... It feels like the active capital group in the market seems to have returned to the popular mainline field in the early stage."

At 2:25, inside Yuhang and Yuhang Investment Company, in the trading room of the main fund, Wang Can, the leader of a group of trading teams, saw the overall market changes in the two cities, as well as the infrastructure that started to climb slowly from the low level in the market', 'Military Industry', 'Reform and Restructuring of State-Owned Enterprises and Central Enterprises', 'Shanghai Free Trade Zone', 'Internet Finance' and a series of popular main-line core concept stocks in the early stage, couldn't help but exclaimed: "This shows that the line of 'film and television media' Is it difficult to get the general recognition of funds from all walks of life in the market?"

"Looking at the trend of the market, there shouldn't be any problem with the line of 'film and television media', right?" Hearing Wang Can's words, Liu Yuan, the second team leader of the trading team, responded, "It should be that there are not enough small and medium-sized caps in the field of concepts." Hype expectations and emotional support have led to the overflow of follow-up funds from the "film and television media" line, which has no choice but to invest in infrastructure, "military industry", "reform and reorganization of state-owned enterprises and central enterprises", "Shanghai Free Trade Zone", "Internet "Finance" and other early popular main line areas converge."

"Agreed!" Zhang Guobing, the leader of the third group of the trading team, also said, "Even if the line of 'film and television media' explodes in an all-round way, the amount of funds that can be accommodated is very limited, so...others are jealous because of its rapidly expanding profit-making effect." The funds that come in have to spill over to other main line fields that have a profit-making effect in the market when they cannot buy core stock chips related to the field of 'film and television media' for the time being."

"Originally, based on the line of 'film and television media' driving the entire SME board and ChiNext."

"These active capital groups who follow the trend and temporarily cannot buy the core stock chips related to the 'film and television media' field, the primary goal should be to attack the 'mobile Internet' and 'smart phone industry chain' with the small and medium-sized board and the gem as the core. ' These two core lines."

"In fact, according to the market trend in the first half hour after the market opened in the afternoon."

"The active funds that have followed up from various sources are indeed chosen in this way."

"It's just that the adjustment of the two core lines of 'mobile Internet' and 'smartphone industry chain' has not yet ended. The bargaining chip structure on the market is chaotic, and the gap between long and short is quite large, and there is not enough market news to drive it. It’s also lacking some.”

"This led to the rebound of the two lines that could not be fully opened after the overflow of follow-up funds intervened."

"On the contrary, it has induced a huge amount of potential selling, which has led to a sharp increase in the amount of selling in these two mainline areas, which has also led to short-term losses for the active funds that followed the trend into these two areas, and this loss This effect also restricts the follow-up funds from continuing to intervene in these two main areas.”

"This is also the reason why the market gradually weakened after 1:30."

"But fortunately, the news of the line of 'film and television media' is good enough, and the logic of hype and expectation is strong enough, which stabilizes the market."

"And after the board stabilized..."

"The continuous rise of the line of 'film and television media', and the continuous expansion of the profit-making effect, naturally stimulated the nerves of investors outside the market even more, causing these investors who are jealous of the profit-making effect of this line to continue to follow suit. , and the same as before... the influx of a large amount of off-site funds has made it more difficult to buy the core chips related to the line of "film and television media", which is why now on the disk, active funds have once again been transferred from "film and television media" The plate area overflows, pouring into the early hot topics such as 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', 'Internet Finance' and so on."

"Overall, this change in the market should be good for our fund!"

"After all, our position in the line of 'film and television media' is not very important. If the market is still firm in 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', 'Internet If the hot topics in the early stage such as finance are the main direction of breakthrough, then the profit of our fund should be able to continue to expand rapidly."

"Well!" Su Yu nodded with a smile after listening to Zhang Guobing's analysis, and responded, "The analysis is very good. The logic of market trends and the path of capital changes are basically what you said."

"actually……"

Su Yu paused for a while, thought for a moment, and continued: "In the financial trading market, the flow of main funds always flows in the direction of the least market resistance, and there is no doubt that under the stimulation of direct benefits, the current market except The line of 'film and television media', 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and state-owned enterprises', 'Shanghai Free Trade Zone', 'Internet finance' and other popular main line areas in the early stage are the directions with the least upward resistance in the market. "

"Master, since the group of newly-increased and active capital groups following the trend, after overflowing the main line of 'film and television media', they finally chose 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai stock market' The intervention of early popular themes such as Free Trade Zone and Internet Finance should show that these popular themes still have a strong upward momentum and continued hype expectations at the current position, right?" Liu Yuan said after Su Yu answered the question. , pondered for a long time, and asked, "Does this also mean that the Shanghai stock index continues to break through the 2300 point mark in disguise, and the opportunity is already in sight?"

Su Yu thought for a while, and responded: "From the perspective of the disk, the follow-up new active capital groups, although they are investing in 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', "Internet finance" and other popular main lines converged in the early stage, but in terms of volume and performance, if we want to make space, it is not enough to make an upward breakthrough."

"in other words……"

"At this time, it is really not difficult to induce the market and stimulate the following funds to push the stock index to hit 2300 points, but it is more difficult to stand firmly after breaking through 2300 points."

"And considering the changes in market sentiment and the long-term impact of the evolution of the market outlook."

"Instead of letting the Shanghai Stock Exchange index break through 2300 points and then fall back, it is better to be steady and steady, let the market's bullish sentiment, first brew enough in this position, and then make a breakthrough."

"In this position, the longer the horizontal time is, the stronger the momentum of the subsequent upward explosion will be."

"If you are eager to attack, the market will not last long."

"Generally speaking, you still think that the amount of funds currently active in the market and the amount of newly added active funds in the market are not enough to fully support the market for continuous breakthroughs, right?" After listening to Su Yu's analysis, Li Mengqing on the side He smiled lightly and followed suit, "But the direction of market outlook breakthroughs should be 'film and television media', 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', 'Internet Are these popular main lines of finance' right?"

Su Yu nodded slightly, and responded: "In terms of direction, it should be these directions. After all, the market has reached its current position and can be generally recognized by market investors, and the logic of hype and expectation is strong, and it also has room for story imagination. these areas."

"Of course……"

Su Yu smiled and said: "It is not ruled out that the market will break through to other main lines."

"The core positions of our main funds are basically in these directions." Li Meng said, "In case the low probability result you mentioned happens, the market breaks through to other main lines where we have no positions. When the time comes... how should we deal with it?"

Su Yu pondered for a moment, then responded: "Have you heard of it? In this world, the best defense is to attack. Our own destiny must be held in our own hands. , 'Military Industry', 'Reform and Restructuring of State-Owned Enterprises and Central Enterprises', 'Shanghai Free Trade Zone', 'Internet Finance' and other popular main lines, since such a large amount of positions have been established, at the same time, the hype logic of these popular main lines, The expected logic is not bad, so we must be able to guide the market at critical moments so that the market has always been operating as we expected."

"This...is it not easy to guide the direction of the entire market?" Li Meng was surprised.

For a moment, she felt that Su Yu seemed too arrogant.

Su Yu smiled and said: "It's not easy, but it's not impossible at all. At least borrow the huge amount of funds in our hands and the influence of seats to guide the market to our advantage at the critical moment of market development." There are still opportunities for development.”

Of course, the reason why he has this confidence.

In addition to the objective conditions he mentioned, the most important thing is that as a reborn person, he knows the general development direction of the follow-up market, knows that the magnificent "big bull market" spanning the next year is in front of him, and also knows the direction of the entire market. In terms of funds, under the premise that the central bank will gradually loosen monetary policy in the second half of the year, it will usher in a huge change, and the market will also usher in many investors and huge amounts of incremental funds.

Under so many known things, plus these objective conditions in his hands.

If he can't induce the market to develop in his own direction at the critical moment, then his ten or twenty years of financial market trading experience in the past two generations will be in vain.

Following his short meditation, at this time, the market trading time has come to 2:50.

The two cities entered the final 10-minute late trading session.

I saw that the active capital groups on and off the market continued to converge on the previous popular main lines such as 'infrastructure', 'military industry', 'state-owned enterprises, reform and reorganization of state-owned enterprises', 'Shanghai Free Trade Zone', 'Internet Finance', etc. The overall trend of the market Obviously much more stable.

At this time, the Shanghai stock index has regained its position at 2290 points, and the increase has returned to about 0.7%.

The Shenzhen Stock Exchange Index and the ChiNext Index have also stabilized at around 1%.

Finally, when 3 o'clock in the afternoon came, the disks of the two markets were fixed, and the market ushered in the closing time. The Shanghai Designated Index was at 2290.76 points, up 0.72%. It shows a trend that is significantly stronger than that of the Shanghai Stock Exchange Index.

Among them, the volume of the two markets can be maintained at about 1000 billion, which has shrunk compared to last week when the market rebounded rapidly.

As for the performance of the main lines of the major markets in the market.

Undoubtedly, the line of 'Film and Television Media', stimulated by the positive news directly at noon, led the rise of the two cities across the board. The index of the 'Film and Television Media' industry sector alone rose by 4.78% when the market closed, of which the relevant The core concept sectors, such as 'film and television entertainment', 'online video', 'movies, TV production', 'star participation', 'star indirect shareholding' and other core concept sectors, have increased by more than 5% one after another, and Its related concept stocks are everywhere with daily limit, and the scene of the hot money-making effect can be described as a burst.

However, the popular main line fields such as 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', 'Internet Finance', etc., although their performance cannot match the popular main line of 'film and television media' in the market However, the overall trend is still slightly stronger than the broader market.

Only during the session, the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain', which were once pulled up by active funds from various sources, but gradually collapsed in the end, performed relatively poorly. Related industry sectors and concept sectors not only Obviously lagging behind the performance of the broader market, but because of the pulse trend, it has become an area where the effect of active funds intervening in the money loss is more obvious in the entire market, and has been scolded by many follow-up investors.

Of course, in addition to these more differentiated performances, market investors pay more attention to various main line fields.

Other major areas such as 'traditional finance', 'non-ferrous metals', 'coal', 'petrochemical industry', 'consumption', and 'medicine' almost all performed mediocrely. In the shrinking situation, trading is not active.

Generally speaking, according to the performance of each main line of the market.

The local profit-making effect in the market is still continuing, and the market investment sentiment and hype sentiment are relatively good. However, limited by the market volume, this local profit-making effect has not been able to spread to the entire market, forming a comprehensive general effect on the entire market. , thus further opening up the room for making money.

(End of this chapter)