The investment era of rebirth

Chapter 513 Competition for Market Dominance ([-])!

"Yes!" Liu Ziliang nodded slightly and said, "When the influence of the trading seat of 'Fortune Road' is greatly reduced in the hearts of many investors, the role of the 'Yuhang Department' funds in guiding market conditions and emotions will also be weakened simultaneously. As long as the majority of retail investors and hot money groups in the market stop chasing the main funds so frantically, the funds of the 'Yuhang Department' will be no different from ordinary main funds in the market."

Hearing Liu Ziliang's words, Chen Shen's worries about the obvious lack of confidence in the market outlook disappeared in an instant, and he responded excitedly: "Yes, yes... as long as the funds of the 'Yuhang Department' are operated in the market, it will win all battles." If the myth of invincibility is broken, then without the gathering and follow-up effect of the vast number of retail investors and hot money groups, it will be impossible for this stock of funds to use the technique of "four or two to pull a thousand catties" to drive the market market."

"in this way……"

Chen Shen chuckled, and continued: "If it's purely a game of the amount of funds in hand, then this fund has no advantage on the market, and can only be reduced to ordinary main funds that follow the trend."

"Yes, that's the reason." Liu Ziliang nodded and said, "The reason why the main fund of the 'Yuhang Department' can move freely and horizontally on the market and arouse the hype is invincible because of the current active capital system of all parties in the market. The follow-up effect of this main force is too strong."

"If you directly get rid of this strong follow-up effect, then the funds of the 'Yuhang Department' will no longer have any support on the market."

"and……"

Liu Ziliang's eyes were bright, he smiled, and continued: "In the current market, the main institutions of all parties have already been seriously dissatisfied with the market enthusiasm for this fund that has always dominated the market, and the crazy profit harvesting methods. When we Shatter the "trading myth" of this stock of funds on the disk, once the main market direction is completely guided to the line of "growth stocks" on the small and medium-sized board and the GEM, many main funds will follow."

"There will also be an offline investment strategy exchange meeting organized by the industry tomorrow. With this exchange meeting, we can also do a lot of things."

With Liu Ziliang's analysis and explanation...

Whether it was Chen Shen, the fund manager, or the other core traders of Pingyin Asset Management, the mood that had been depressed before became full of confidence again.

At the same time, inside Zexi Investment Company and the trading room of the main fund in Modu.

After carefully observing today's sales data on the Dragon and Tiger List, Xu Xiang was quite surprised and excited: "Hehe... I really didn't expect that it was the 'Yuhang Department' who smashed Netspeed Technology and LeTV. 'This stock, but fortunately, it crashed, otherwise the market trend and the motives of the main players are really incomprehensible."

"Is it very clear now?" Next to Xu Xiang, Zhou Kan reviewed the data of the Dragon and Tiger Rankings for a long time, but still didn't understand, and asked, "What does the boss mean by 'Fortunately, Fortune Road has crashed'? ? Why can't I see what 'Fortune Road' is trying to do?"

Xu Xiang smiled and said: "Combined with the changes in today's market trends, today's data on the Dragon and Tiger List is quite clear. Remember what I said before, the stock index, deep index, ChiNext index, and small and medium-sized index The reason why the trend of these major indexes diverges so much is because there are major funds on the market deliberately guiding these words, right?"

Zhou Kan nodded and replied: "Of course I remember, the boss said that today's board is obviously like a 'fighting of gods'!"

"Now, these 'two-way gods' have basically revealed their true faces." Xu Xiang said with a smile.

Hearing this, Zhou Kan finally came to his senses, and said in surprise: "Boss is talking about the funds of 'Fortune Road'... and the funds from Wangsu Technology, LeTV, Huayi Brothers, Ren Zixing, [-], etc. Among the main buying seats of the top stocks, which institutional seat is linked with the main funds?"

"En!" Xu Xiang nodded slightly, "Today should be the competition between these two funds."

"What's the motive?" Zhou Kan asked again.

Xu Xiang said without hesitation: "Competing for the liquidity of the market, at the same time... are also competing for the emotional trend and expected direction of the market."

"Understood!" Zhou Kan's thoughts became more and more clear, and he took over the words, "The direction of these two stocks of funds should be heavily loaded, which happens to be in the main lines of the Shanghai stock market' major infrastructure', 'military industry', and 'Internet finance'. And the major areas of Shenzhen's 'film and television media', 'Internet software' and 'Internet applications'."

"At the same time, the current market liquidity cannot cover the collective breakthrough trend of multiple main market trends."

"Therefore, in order to maximize the profit of the holding chips, they have to take the initiative to guide the market, and want to guide the main line of the market to the main line of their heavy positions."

"Yes!" Xu Xiang nodded and said, "That's the logic, and there is no doubt that the funds of the 'Yuhang Department' are indeed in the fields of 'infrastructure', 'military industry', and 'Internet finance'. The big main line field, and the other institutional funds, there is a high probability that the heavy position is in the first-line field of "concept growth stocks" of the small and medium-sized board and the ChiNext board that you just mentioned."

"Moreover, through the funds of the 'Yuhang Department', use the position of 'Wealth Road' to be on the Dragon and Tiger List."

"Many investor groups in the market who pay attention to the main capital movement of this road should be able to guess the direction and motivation of the main holdings of the 'Yuhang Department'."

"Does that mean that there is a high probability that the follow-up market trend will go to 'infrastructure', 'military industry', and 'Internet finance', which are the major areas where the funds of the 'Yuhang system' mainly hold positions?" Zhou Kan pondered for a moment and continued. "Furthermore, after looking at the data of the market's dragon and tiger list, the reaction of the entire investor group, especially the retail investors, and the market investment sentiment are still biased towards the major players of 'infrastructure', 'military industry' and 'Internet finance'. In the early popular main line field."

Xu Xiang pondered for a while, and then responded: "At present, in the 'Yuhang Department', using the trading seat of 'Fortune Road', it quickly smashed the three 'concept growth stocks' Netspeed Technology, LeTV, and Huayi Brothers. 'Under the influence of the core popular stocks on the main line, the market investment sentiment and expected direction are indeed shifting to the early popular main line areas such as 'infrastructure', 'military industry', and 'Internet finance', but if this is used to determine the market's follow-up If the market trend is bound to shift and change to these major early-stage mainline areas, it is still a bit too arbitrary."

"Boss thinks there are still variables in the market's choice of the direction of the follow-up main market?" Zhou Kanwei asked in surprise.

Xu Xiang nodded slightly, and said: "The divergence in the market will not end so soon. This stock, stimulated by the sudden heavy and favorable hype in the 'film and television media' sector, has led the main line of the market to the concept of small and medium-sized boards and gems." The institutional funds transferred from the first line of "growth stocks" will not fail to anticipate that the funds of the "Yuhang Department" will quickly smash the small and medium-sized stocks in the market in order to maintain the market hype in the main lines of "infrastructure", "military industry" and "Internet finance". The trading behavior of the core leading stocks in the field of "concept growth stocks" on the GEM and GEM."

"Also, look at the trends in the lines of 'infrastructure', 'military industry', and 'Internet finance' today."

"Although none of the 'Yuhang series' heavily held stocks in these lines are on the list, it can be clearly seen that these suspected 'Yuhang series' heavily held concept stocks have also been attracted by a large amount of main selling funds. Smash the plate."

"This shows that the two main funds that guide the market trend are basically consistent in maintaining the market and guiding market sentiment."

"Also, it can be seen that..."

"These two major funds, on the morning and afternoon disks, have obvious traces of fighting."

"As for where the main trend of the market outlook will turn..."

When Xu Xiang said this, he paused for a while, pondered for a while, and then continued: "It depends on how these two stocks of funds will continue to guide the market in the future, as well as changes in news and other funds."

"In fact, relatively speaking, I think that in terms of short-term opportunities, there are still more opportunities in the main line fields of 'film and television media', 'Internet software' and 'Internet applications', and the main line of 'concept growth stocks' on the GEM. After all, in order to prevent market conditions, investment, and hype sentiment from further shifting to the main line fields such as 'infrastructure', 'military industry', and 'Internet finance', as well as the conceptual stock fields of the 'Yuhang series' heavy positions, this motivation is in the small and medium-sized board , The main institutions in the main line of "concept growth stocks" on the GEM will definitely invest heavily after the "Wealth Road" hit the market, and strongly pull the market, and continue to maintain the hot money-making effect of the small and medium-sized board and the "concept growth stocks" on the GEM and tyrannical trends."

"Because only in this way... This fund can better compete for market liquidity when the influence of its own trading seats is not as good as that of 'Fortune Road'; can it maintain the market's investment expectations and hype sentiment, to the 'concept' Growth stocks' direction follows further penetration and diffusion."

"At the same time, there is another reason, which also makes me more optimistic about the line of 'concept growth stocks' on the small and medium-sized board and the ChiNext board in terms of short-term opportunities."

"What's the reason?" Zhou Kan was engrossed in listening, and couldn't help but answer the question.

Xu Xiang smiled, and continued to answer: "It's very simple. Compared with the main line of the 'Yuhang System', which is the heavy warehouse of 'big infrastructure', 'film and television media', 'Internet application', and 'Internet software' are the major cores of today. The main line of hotspots, the overall market capitalization and circulation volume, are much smaller."

"in other words……"

"It is the line of 'big infrastructure'. If it is to improve, the entire market capital must work together."

"As for the lines of 'film and television media', 'Internet application', and 'Internet software', as long as you have certain emotions and expectations, you have the main funds to dare to buy up decisively, and you can sell a few leading stocks with a strong board, it will be easy It’s easy to bring these plates together.”

"During the short-term hype, the size of the circulation plate is very important!"

"Of course, because the market capitalization and circulation volume of these lines are not very large, it is difficult to accommodate too many main capital activities, so these lines are not as good as the 'big infrastructure' in terms of long-term investment logic. line."

"What the boss means is that in the short-term performance of the market, the hype of 'conceptual growth stocks' must still be the main factor." Zhou Kan thought for a while and concluded, "In the medium and long-term direction, it is obvious that the 'big infrastructure 'This line is more advantageous, and we can try to participate in the short-term speculation in the direction of "conceptual growth stocks", but there is still no need to move the core stock chips in the direction of "big infrastructure" too much."

"My point of view is almost like this!" Xu Xiang nodded and asked with a smile, "What do you think?"

Zhou Kan scratched his head and said, "In the medium and long term, I am more optimistic about the main line of 'big infrastructure construction'. After all, on the macro level of the market, there are so many favorable policies in the direction of 'infrastructure', and at the same time, the scale of the industry is also growing rapidly. Expansion, the corresponding performance has also reached an inflection point, there are all kinds of expectations, there is no reason not to be optimistic.”

"and……"

Zhou Kan smiled and continued: "Even if the two lines of 'big infrastructure' and 'conceptual growth stocks' are compared, the current position of the big infrastructure stocks is far lower than that of the concept growth stocks, after all' The line of concept growth stocks has been hyped by the market too many times in the past two years. Even in this direction, related industries, such as the two major fields of 'mobile Internet' and 'smart phone industry chain', have exploded rapidly. , the performance of corresponding concept stocks has also exploded rapidly, but in the overall direction, investors’ expectations have already been filled early, and valuations and stock prices are not cheap. Natural space is limited."

"Of course, according to what the boss said, the short-term follows the market sentiment."

"Temporarily, the line of "concept growth stocks" on the small and medium-sized board and the ChiNext Board has been silent for more than half a year. Now, driven by the explosion of hype in the "film and television media" sector, there should still be a short-term market. "

After finishing speaking, the two continued to sort out the after-hours data, and then roughly set a trading strategy for tomorrow.

And at the same time...

As Xu Xiang expected, other major institutions in the entire market, such as Yanjing Anlan Fund Company, Yanjing Huashang Securities Proprietary Investment Department, Yanjing Huaxin Securities Proprietary Investment Department, Magic City E Fund Company, Magic Capital Yinghui Fund management personnel and asset management business managers of fund companies, Yuhang Anzhao Fund Company, Yuhang Jingda Investment Company, Yuhang Minghui Capital, Shenzhen Xinniu Fund Company, Shenzhen Huaxin Securities Investment Strategy Department, etc. We are all studying the trading data of "Fortune Road" on today's Dragon and Tiger List, as well as the motives behind the trading data, and making corresponding investment strategy adjustments in due course.

Of course, in the presentation of market news.

These institutional groups, various chief analysts of financial institutions, as well as chief investment advisors and investment managers, are still deliberately avoiding discussions on the legendary seat of the "Wealth Road" in the market. In terms of expectations, we continue to insist on being bullish on the market without thinking, and we are optimistic that the Shanghai stock market will continue to break through upwards and open up new upward space.

(End of this chapter)