The investment era of rebirth

Chapter 514 Competition for Market Dominance ([-])!

On the whole, judging from the views and emotional reactions of various investors after the market, everyone is relatively unanimous in their views on whether the market as a whole can break through upwards, and they all believe that so many policies and news are positive. Under the promotion, the 2300-point mark will definitely not be able to trap the Shanghai Stock Exchange Index.

However, there are still huge differences as to whether the follow-up of the market should be based on the breakthrough of "large-cap stocks" in Shanghai stock market, or the breakthrough of "conceptual growth stocks" in emerging industries in Shenzhen stock market.

In the evening, in the outer market.

After the US stock market opened slightly lower, it went all the way higher, which once again added some emotional support to the domestic market tomorrow.

Moreover, because among the core components of the US stock market, Apple, the leading company in the entire smartphone industry chain, rebounded sharply in the intraday after overcoming the cloudy half-year performance expectations. The stocks related to the global "Apple industry chain" that have been abandoned one after another also rebounded sharply, increasing the domestic market investors' expectations for the performance of stocks in this direction after the market opens tomorrow.

Then, the next day, the market officially gathers before the auction transaction.

The market has not yet opened. Among the majority of investors, a small number of investors with keen market sense have already set their sights on the high-quality "Apple Industry Chain" stocks in the A-share market, and selected a few stocks with good trends. The circulation plate is moderate, and it is suitable for concept stocks speculated by the main funds in the market.

Similarly, due to the overnight rebound in US stocks.

The expectations and expectations of the market investor groups for the Shanghai Stock Exchange Index to reach 2300 points are also constantly increasing.

Of course, due to the explosion of stocks related to the peripheral 'Apple Industry Chain', everyone also has higher expectations and relatively high expectations for the first-line sectors of the small and medium-sized board and the GEM's "growth stocks" that have already played a profit-making effect and hyped sentiment yesterday. Active participation enthusiasm.

"In the entire market, sentiment expectations are increasing. Today, the Shanghai stock index stands firm at 2300 points. There should be no suspense, right?"

At 9:02 in the morning, someone in the main hot money group of Yuhang, where Su Yu belongs, asked questions after sorting out the popularity of discussions and topics on various stocks on the Internet.

"There should be no suspense to open higher. As for whether the Shanghai Stock Exchange Index can stand firm at 2300 points, we have to wait and see after the market opens!"

"The pressure on the Shanghai stock index at 2300 points is actually not great, and the 2300 point mark, now... it doesn't mean much, right? The key is how the main market will develop!"

"Yesterday, Mr. Su's 'Fortune Road' took profit and took a lot of chips in the first-line "growth concept stocks" of the small and medium-sized board and the GEM, and increased his position in the stock of "Beijiang Communication Construction". The lines of "Infrastructure", "Military Industry", and "Internet Finance" have already been adjusted. Today...the overall investment sentiment in the market before the market is so good. I guess the market should turn back to the direction of "big infrastructure" and make a breakthrough, right? "

"I don't agree. Even though the influence of President Su's seat on Fortune Road is terrifying, we can't ignore the impact of last night's external market trend on today's domestic market trend. We all know... our big A is in the direction of market hype. , I like to follow the U.S. stocks the most, and there are a lot of main funds in the market, so I just eat this set. Last night, the "Apple industry chain" exploded. Today, the direction of the A-share "Apple industry chain" will definitely be hyped. Wave, and in the direction of the 'Apple Industry Chain', many concept stocks basically belong to the small and medium-sized board and the GEM constituent stocks. Moreover...according to the active capital liquidity in the current market, there has been no major macro capital. In the case of a change, it will not be able to support the breakthrough of the main line of the bull market at the same time, so it is basically difficult for the market to rise generally, and the development of the market must be focused.”

"It means that driven by the line of 'Apple Industry Chain', today's market hotspots will most likely occur in the main line of 'growth concept stocks' on the SME board and ChiNext?"

"It should be! At least if the line of 'Apple Industry Chain' riots, the active funds in the direction of 'Main Board Heavyweight' will definitely be siphoned."

"Can't it be the lines of 'film and television media', 'Internet software', and 'Internet application' that are siphoned?"

"Yesterday, with Mr. Su's smash, the lines of 'film and television media', 'Internet software', and 'Internet application' will definitely diverge today, right?"

"These main lines belong to the big main line field of "growth concept stocks" like the 'Apple Industry Chain'. According to the hype logic of the previous main line, the sub-sectors and sub-industries of the same big main line field have exploded. For other The industry sector and the concept sector also have a synchronous driving effect, so... If the "Apple Industry Chain" line breaks out today, the active funds that are siphoned must come from the direction of "main board heavyweights", and from The lines of 'film and television media', 'Internet software' and 'Internet application' are not too obvious, of course... there should be a high probability that these lines will diverge today."

"So, the line of 'Internet Finance' is also a branch market line of the main line of 'Growth Concept Stocks'. Why did the market's 'film and television media', 'Internet software', and 'Internet applications' suddenly exploded yesterday? , failed to drive the line of 'Internet Finance'?"

"The investment logic and hype logic followed by the line of 'Internet Finance' is completely different from the branch market lines of other 'growth concept stocks' main line fields, so they can't be confused, right?"

"It really can't be confused. The line of 'Internet Finance' obviously has a different logic!"

"No matter which direction the market shifts, the market shouldn't be too bad today, right?"

"This is true. Regardless of whether the Shanghai Stock Exchange Index can firmly stand at 2300 points, the downward path is basically blocked, and the hype expectations and hype sentiments of the core concept of "film and television media" on the SME board and the ChiNext board They are still there, even if today's trend may diverge, leading stocks are definitely worth doing, coupled with the hype expectations of the "Apple industry chain" directly driven by external trends...the market did not fall at all today. Power!"

"Since everyone agrees on the expectation and thinks that the overall market trend will not be too bad, why bother arguing about which main line of the market? Can't light indexes, light sectors, and heavy individual stocks?"

"Haha, it's true... the trading operation, the final point, isn't it just a stock?"

"In terms of current market expectations for individual stocks, a group of 'Apple Industry Chain' stocks, as well as core concept leading stocks in the 'film and television media' field that still closed their daily limit yesterday, should be the strongest. Among them, Anjie Technology, Everwin Precision, Goertek Acoustics, O-Film Technology, Lixun Precision, Huace Film and Television, Ciwen Media, Wentou Holdings, and Yanjing Culture have received the most attention and discussions."

"The check for 'Beijiang Communication Construction', which Mr. Su increased his position yesterday, has received a lot of attention and discussion, and there is also a very high anti-contracting trend!"

"Inspur Information, Huaguo Software, Changqu Technology, Huaqingbao, Ren Zixing, [-]... Where are these tickets?"

"The expectations and popularity of these votes are a bit lower than before. It is estimated that the trend is hard to predict."

"LeTV, Huayi Brothers, and Wangsu Technology, the three GEM stocks that were hit by Mr. Su yesterday, are likely to diverge greatly in today's trend?"

"If you want to participate in today's market, the first thing you should avoid is these three checks?"

"Indeed, if a gentleman does not stand under a dangerous wall, no matter whether these three checks can rise or not, if the expectation is not good, you should not participate any more. Moreover, the circulation of these three checks is relatively different from other concepts in the line of "growth concept stocks" Stocks, the plate is too big, it is not easy to hype."

"In general, the pre-market expectations are the strongest, and the circulation market is more suitable for speculation. The only stocks that can be relatively assured to participate in are Anjie Technology, Changying Precision, Goertek, Oufei Technology, Lixun Precision, Hua Ce Film and Television, Ciwen Media, Wentou Holdings, Yanjing Culture, and the ten stocks of 'Beijiang Communication Construction'?"

"Almost, look at which stock is open, and go for it!"

"Lixun Precision can rule it out, the plate is too big."

"But the check is a stock that the 'Yuhang Series' fund managed by President Su has participated in the fixed increase. In fact, although the check plate is large, there are not many real circulations. In addition, with the support of President Su's concept of holding positions, I I think this check should be unavoidable for the market in the direction of the 'Apple Industry Chain'."

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

Amidst the hot money bigwigs comprehensively analyzing the pre-market market and quickly formulating an intraday operation plan, the time has come to 9:15 without knowing it.

I saw the attention of tens of millions of investors gathered in the crowd.

The stagnant market trading surface began to jump rapidly, and the stock prices of nearly 2000 market stocks flickered, intuitively reflecting all the expectations of investors in the pre-market market.

"'Apple Industry Chain' jumped to the top of the two cities' concept sectors, and the 'film and television media' industry sector and corresponding concept sectors continued to gain popularity." At 9:15, the market ushered in the initial call auction, initially showing the overall market trend of the market At that moment, inside Yuhang and Yuhang Investment Company, in the trading room of the main fund, Wang Can stared at the board, frowned, and reported to Su Yu, "Boss, the market trend, depending on the situation... it is still in the small and medium-sized board." , The GEM's "conceptual growth stocks" are on the main line!"

Su Yu stood in the center of the trading room, staring at the big market screen in the center of the trading room, and said: "The external market trend and the pre-market expectations react like this, and there is nothing we can do about it."

"Just let it go?" Li Meng tilted his head and asked.

Su Yu pondered for a moment, and said: "The line of 'Apple Industry Chain' should have an obvious explosion expectation today, and the pressure is right with the trend, so it is not easy to press, and we are on this line, There are also a lot of chips that have not withdrawn, and this line is also good for us.”

"It's the lines of 'film and television media', 'Internet application', 'Internet software'..."

While Su Yu pondered, his eyes gradually became sharper and sharper, and he continued: "We can use the unfinished chips in our hands in this field to press the market during the call auction stage to guide the market in this field. Unstable holding chips to follow suit and sell."

"certainly……"

Su Yu paused, and then said: "We don't have many bargaining chips in the lines of 'film and television media', 'Internet application', and 'Internet software'. The so-called good steel must be used wisely. If we want to guide the market's investment sentiment and hype sentiment to the main board, and converge towards the main line fields of 'infrastructure', 'military industry' and 'Internet finance', which are our heavy positions, then we need to use these bargaining chips to guide the market at critical moments. "

"So, at this moment, we use call auctions to sell these lines on the disk."

"It can only be a false pending order."

"Of course, it can't be completely empty. Before 9:20, just hang ten and withdraw nine, and hang ten and withdraw eight."

"In short, our purpose is to use the smallest selling funds as the price to maximize the differentiation trend of the lines of 'film and television media', 'Internet application', and 'Internet software', so as to activate the capital groups and hype in the market Emotions return to the main lines of the "big infrastructure" in the early stage."

"Understood!" Accompanied by Su Yu's order, before Li Meng personally issued the order, the other trading team leaders in the trading room responded quickly and quickly executed the relevant order.

"While suppressing the market..." Li Meng pondered for a moment, and said, "Will the direction of the main board and the main line of 'big infrastructure' be arranged in the early stage? In fact, judging from the overall call auction situation in the market, the investment sentiment and capital follow-up sentiment are still very strong. , everyone has the expectation that the Shanghai Index will reach 2300 points and continue to open up space upwards, and we can use this expectation of the Shanghai Index to break through upwards to stimulate the line of "big infrastructure"."

Under Li Meng's reminder, Su Yu thought about it, shook his head lightly, and said, "The line of 'big infrastructure' has too many market capitalizations, industry sectors, and concept sectors. If you want to get rid of the adjustment , To get out of the market, you must have enough market cooperation, now... it's still too early."

"but……"

Su Yu smiled, and emphasized: "Although the line of 'big infrastructure' still needs some adjustments and consolidations to further accumulate expectations and upward momentum, it is necessary to maintain a certain profit-making effect and emotional activity of this line. , The attention of market investors is still very necessary.”

"You mean..." Li Meng guessed.

Su Yu quickly interrupted Li Meng's words, and said: "There is nothing better than accumulating emotions and attention, than hyping up the concept leaders of the main line, satisfying the majority of retail investors and hot money groups, and expecting these concept leaders to follow suit faster and better. Now, we still need to invest in these medium and small-cap concept stocks such as 'Beijiang Communication Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Hongdu Aviation, Jinzheng Shares, Yinjie Technology, Flush...' , maintain the hype expectations of these stocks, and maintain the trading activity of these stocks."

(End of this chapter)