The investment era of rebirth

Chapter 499 Another 'slaughter list' on the dragon and tiger list!
However, even though the market is limited by the amount of energy, it is still unable to form a comprehensive general effect and continue to break through upwards. The selling is getting weaker and weaker, as the incremental funds from outside the market continue to enter...

Investor groups in the entire market have increasingly strong expectations for an upward breakthrough in the market.

That is to say, as the market trading time goes backwards and various market factors continue to ferment and spread, it is almost a matter of time before the index breaks through the pressure of 2300 points.

"The line of 'film and television media' exploded like this, and the stock index still failed to break through 2300 points!"

At around 3:20 p.m., inside Yuhang and Anzhao Fund, in the trading room of the 'Selected Mixed No. 1' fund product, Zhou Hui stared at the computer screen. He said with emotion: "It seems that the market volume and sentiment are still insufficient. The 2300 point of the Shanghai Stock Exchange Index is not as easy to break through as expected."

Sitting next to Zhou Hui, Qin Qiuyue, who was also earnestly reviewing the market, smiled and responded: "The market cannot form a joint force in the direction of the small and medium-sized board and the GEM guided by the line of 'film and television media'. Naturally, it wants to rely on the 'film and television media'. It is impossible for the media' line to lead the market as a whole to break through 2300 points. If you look at the trend in the late trading this afternoon, it is obvious that the active funds in the field have already turned around in 'infrastructure' and 'military industry'. 'Wait for the early signs of the popular main line field, which shows that there are still differences in the main funds of the market in this position."

"Wait until this divergence gradually weakens, and the market really moves in one direction, re-forming a joint force..."

Qin Qiuyue paused for a while, thought for a moment, and continued: "At that time, the Shanghai Index will break through the 2300 point upwards, and continue to open up the market space, it should be a matter of course."

"Yeah!" Zhou Hui responded softly, "The explosion of the line of 'film and television media' today is really unexpected."

Qin Qiuyue smiled and said: "It's a bit unexpected. At least after the announcement of the good news, few people would have expected that this line will explode like this. The main business stocks related to "film and television" have basically closed at the daily limit. There are 21 daily limit stocks in total, which is even more exaggerated than when the main line market of "infrastructure" and "military industry" directly impacted by the positive impact at that time broke out. , I really didn't expect it!"

"Mr. Qin thinks that the market continuity of the 'film and television media' line will replicate the trend of 'military industry' and 'infrastructure'?" Zhou Hui continued to ask after thinking about it.

Qin Qiuyue thought for a while and said: "In terms of the driving effect of this main line of market on the entire market, the line of 'film and television media' is definitely far inferior to that of 'infrastructure' and 'military industry'. This can also be seen from today's trend. It can be seen that the overall volume of the 'film and television media' line is too small compared to the entire market."

"But if we talk about the drive to market investment sentiment and hype sentiment..."

Qin Qiuyue smiled slightly, and continued: "I think the line of 'film and television media' far surpasses the two main lines of 'infrastructure' and 'military industry'."

"Why?" Zhou Hui asked.

Qin Qiuyue responded: "Because of the line of 'film and television media', the stock groups whose market has exploded are mostly small and medium-cap concept stocks. The circulation of these concept stocks is not large, and there have been major changes in the industry fundamentals. When the policy is tilted wildly, the logical expectations and market factors of the hype are basically full."

"In this case... the various hot money that is active in the venue will not let go of the opportunity to speculate."

"If my expectations are not bad, a group of 'demon stocks' dominated by hot money should come out of the field of 'film and television media'. Similarly, it will also greatly stimulate the nerves of the retail investors in the market. , Increase and speed up the entry of potential off-market investor groups, as well as the entry of off-market incremental follow-up funds."

"In general……"

Qin Qiuyue paused for a moment, and then said: "No matter how you look at it, if the market's money-making effect can continue, it will be good for the subsequent development of the entire market."

"That's true!" Zhou Hui nodded and said, "It's just a pity that we lost the lead in the line of 'film and television media' before the news came out. Now we want to participate, but we can't participate."

Qin Qiuyue smiled and said: "There is nothing to regret. There are countless opportunities in the market. No one can seize every possible opportunity. In fact... as long as we can seriously seize one or two opportunities, it is enough , and judging from the market trend, although the line of "film and television media" is directly impacted by the positive, the short-term hype expectations and hype sentiment are full, but if the market wants to achieve a comprehensive breakthrough, it still has to rely on the "infrastructure" and "military industry" The two main lines can be pulled together, in other words, we don’t need to be jealous, and we should conscientiously guard our own stocks, and I think there will still be good returns in the follow-up market trend.”

"En!" Zhou Hui responded again, thought for a while, and said, "According to Mr. Qin's analysis, as well as the actual market trend and the main capital flow today, we can indeed clearly know that 'mobile Internet' and 'smartphone industry chain 'These two main lines will not have much market trend for the time being."

"And lost the blessing of these two main lines..."

"Then, even if the line of 'film and television media' can continue to be hyped by various active capital groups, I am afraid that the performance of the small and medium-sized board and the GEM index may not be able to achieve anything."

"In this way, the overall market trend in the follow-up is biased towards direction, so it should still be the trend of Shanghai being strong and Shenzhen being weak?"

Qin Qiuyue nodded and said: "From our analysis, this is indeed the case, but if the subsequent market develops in the direction we analyzed and expected, then we can only wait for the actual trend of the market to verify, take a step, and take a step." , but in any case... Judging from various expectations, emotions, and news factors inside and outside the market, the current market should have passed the dangerous stage, which means that the market has entered a "downward bottom and upward expectation" stage."

"Agreed!" Zhou Hui said with a smile, "So we should be able to make relatively aggressive trades, and reap as much profit as possible in the development of the market."

"The position of our fund is already 80%, isn't it aggressive enough?" Qin Qiuyue smiled and responded.

"Has Mr. Qin ever thought about launching a new fund at this time?" Zhou Hui asked.

Qin Qiuyue thought for a while, and responded with a smile: "Let's wait and see. Although the market at this time has been relatively clear in our analysis, looking at the entire market, the investment in the hearts of the majority of investors Confidence is still not fully established."

"In addition to the current main fund products of our fund company, the performance is not particularly outstanding."

"At this time, the issuance of new funds will not raise much funds. It is better to focus on the present and do a good job in the performance of our current fund products."

"after all……"

Qin Qiuyue paused for a moment, and said helplessly: "In our Yuhang, there are only so many active big investor groups. In the past year, the rise of 'Yuhang Investment' has almost siphoned off all the active big investors in our Yuhang. The investment group has made it more and more difficult for small-scale second- and third-tier private equity institutions like ours to issue new products and raise funds. In addition, the business of the group has not been smooth recently, so... I'd better wait a little longer wait!"

Hearing Qin Qiuyue mention 'Yuhang Investment', Zhou Hui also felt infinitely emotional, and said: "Indeed, the institution 'Yuhang Investment' is too perverted, but...they haven't announced their results and specific positions to the market recently. The data is gone, and I don’t know its net worth curve, can it still be maintained?”

"President Su from 'Yuhang Investment'..."

In Zhou Hui's emotion, Qin Qiuyue couldn't help flashing the scenes of meeting Su Yu several times in her mind, and had to admire: "I have to admit that this person is indeed a genius in the domestic financial trading market, but With the rapid expansion of the capital volume of the entire "Yuhang System", facing the asset management scale of tens of billions, whether he can maintain the previous product performance, in fact, the entire market is concerned about the vast investment of this institution As a group, they are still quite uncertain.”

"If the net value curve of the 'Yuhang Series' fund products cannot be maintained, and the fund's performance returns to mediocrity..." Zhou Hui said, "This President Su will probably fall from the current "altar" that the industry is touting. ?”

"That's hard to say!" Qin Qiuyue simply responded.

Subconsciously, for some reason, she still hopes that Su Yu can continue this investment legend, can break the shackles of asset management size on performance, and can go further in the domestic asset management industry.

The two talked a lot about the intraday market trend and the feedback from the two markets.

At the same time, fine-tune the established trading strategy accordingly.

Along with the discussion between the two, in the entire market, the majority of investor groups, including various institutions and hot money groups, are concerned about the full-blown "film and television media" main line, as well as the early popular main lines such as "infrastructure" and "military industry". There are also a group of popular concept stocks that have been frantically chased by funds, and the synergy of funds is very obvious, and the discussions are also extremely intense.

Among them, Su Yu is in the Yuhang main hot money group.

Everyone has major differences on the leading stocks of the main line of "film and television media" and whether the market outlook is biased towards the main board, or the small and medium-sized board, and the growth enterprise board.

"Judging from today's trend, it is obvious that Ciwen Media and Huace Film and Television are the strongest performers, right?"

"It's either the first to raise the limit, or who is the strongest. It also depends on who has the greatest driving effect on the market of the entire sector, and who has the most obvious financial synergy. From this perspective, the two stocks of Huayi Brothers and Enlight Media, as well as LeTV , is still the best choice to lead the market.”

"LeTV's plate, to be honest, is a bit too big, which is not conducive to continuous hype, and can only follow the trend."

"Light Media and Huayi Brothers have a lot of circulating stocks, and these two checks were fired last year. Now, the locked-up stocks above should not be fully digested, right?"

"The key is... as far as the hype factor is concerned, the smaller the circulation plate, the better!"

"Ciwen Media's circulation is too small to carry much capital. I'm afraid it will not be easy to form a joint force of funds, and it will only form a situation where one company dominates."

"Huace Film and Television, Huace Film and Television is good."

"This check is indeed worth making. Let's see how it will be carried out tomorrow. Today is the entire board'chicken and dog ascending to heaven', and we can't tell the strength from the weak, but the height of the second board tomorrow should be able to tell which ones are dragons and which ones are worms. In short …According to the market trend, it is enough to get rid of the weak and keep the strong.”

"The 'film and television media' sector is so good, in a short period of two or three days, the market should be worry-free."

"The key is that three days later, what will be the continuity of the market is the most critical."

"Should it last for half a month, or even a month? 'Infrastructure' has been fired for several rounds."

"It's hard to say, 'film and television media' still can't be compared with the main line of 'infrastructure', hey... In fact, what I'm most worried about is the market of the 'film and television media' sector, which can't really expand and drive other industries. Small and medium-sized cap concept stock quotations of the main line and the branch line."

"Yes, if the hype is limited to this single sector, then the continuity of the market is really doubtful."

"Wait until the peripheral market completely recovers, and until the 'smartphone industry chain', which is affected by the negative impact of the peripheral market, completely passes away, I think there are still relatively large opportunities for speculation in the direction of the small and medium-sized board and the gem."

"I think there are more opportunities in the direction of the main board, and the risk of undertaking is much lower."

"The line of 'infrastructure' should take a break, right?"

"The temporarily active capital liquidity in the direction of 'infrastructure' must have been siphoned by 'film and television media', but if we talk about the line of 'infrastructure', it will stagnate here. I think it is too early to say? Contrast The wave of hype in April and May, the market for the line of 'infrastructure' should not even reach the mountainside now."

"Well, the market situation is here, and there are indeed differences in the specific breakthrough direction."

"For the time being, it is unclear which direction will be the core breakthrough."

"I think it will still be in the direction of 'infrastructure'. After all, Mr. Su is really hoarding a lot of troops in the main line of 'infrastructure'. The majority of investors in the market are enthusiastic about pursuing Mr. Su's seat on 'Wealth Road'. I don't need to say it? Today's 'infrastructure' ', 'Military industry', these early popular main lines, even if they are temporarily adjusted, their trend is obviously stronger than that of the broader market. This is still the trend of the strong and the strong. , 'smartphone industry chain' and other mainline fields were once pulled up by various funds, but they were unable to form a joint force, and finally fell back in late trading. The main line is opposite, and I think this is enough to explain the choice of the majority of investors in the market to follow the trend."

"As for the specific direction, let's wait and see, but for the line of 'film and television media', it is definitely right to follow suit!"

"Regardless of which direction to break through, to break through upwards, this expectation should basically be the consensus of the market, right?"

"At this point, there should be no problem."

"Since the market is most likely to break through upwards, there is nothing to say. It is enough to aggressively increase positions and follow the trend. Even if you step on the wrong rhythm, it is nothing more than earning more and less."

"Haha, it makes sense, as long as the general direction is correct, then it's fine."

"Let's take a look at the Dragon and Tiger Rankings. Although the index has not risen much today, the market conditions are actually okay. If the data on the Dragon and Tiger Rankings exceeds expectations again, it is really no problem to be more aggressive in the follow-up. The distance between the Shanghai Index and 2300 points What the hell is less than a 0.5% increase, just this range point, a little bit of a day, and it will wear it off."

"Not surprisingly, the institutions on the Dragon and Tiger List today are definitely shining again."

"Who made the information channels of institutions have a natural advantage? Today's 'film and television media' line is a sudden burst of good news, and institutional funds dominate, so there is no problem."

With the rapid refresh of messages in the group...

Unknowingly, the market time has reached 5:30 pm. Under the attention of tens of millions of investors in the entire market, the rankings of the two cities have been refreshed.

I saw that among the stocks on the list, stocks related to 'film and television media' accounted for almost half of the seats.

Among them, the stocks on the list are all listed in the form of daily limit.

Of course, what everyone pays attention to is not the composition and quantity ratio of these stocks on the list, but their trading seats.

"Holy shit, why is the seat of 'Wealth Road' of the 'Yuhang Department' Mr. Su's seat on the list again?" Another six seats were occupied, and all of them were the main buyers of buying one or two. At this moment, in the magic city, inside Zexi Investment Company, in the trading room of the main fund, Zhou Kan's eyes widened, it was a little unbelievable, "And It's an open purchase of close to 5 million yuan. How much money does this 'Yuhang Department' President Su have available? And... their information channels are too good, right? Obviously...you can see Come out, this is on the stocks related to 'film and television media', and it's an early attack!"

(End of this chapter)