The investment era of rebirth

"Especially the check for 'Beijiang Communications Construction'." Su Yu paused, and continued, "Since we have made this stock on the Dragon and Tiger List, and the majority of investors in the market are also interested in this check." If the expectations are met, then we should use the hype sentiment and market trends of this check to guide and demonstrate the concept leading stocks in the early hot areas of the main line such as 'infrastructure', 'military industry', and 'Internet finance', so as to maintain The money-making effect and corresponding hype of these early popular mainline areas.”

"Okay!" Li Meng nodded, then turned around and issued a new order to the trading team who were executing the previous trading order, "Everyone can properly review the probability leaders that President Su just mentioned. Stocks, carry out tray operations, and at the same time continue to buy the stock of 'Beijiang Communication Construction' with large orders, and further push up its market attention and market trends. During the call auction stage, the popularity and hype sentiment of this check will be drawn .”

Under Li Meng's order, many traders in the trading room quickly began to execute relevant trading orders.

And as traders execute relevant trading instructions, a large amount of available funds in the account will be pushed to the entire trading market in the form of pending orders.

The call auction trend pattern of the entire market has also changed rapidly.

I saw that the main line fields of 'film and television media', 'Internet software' and 'Internet application', which were originally at the forefront of the two cities' opening and rising lists, all related industry sectors and concept sector indexes have fallen back. Among them, such as Huace Film and Television, Wasu Media, Phoenix Media, Bosera Communications, Shengda Media, Zheshu Culture, Yanjing Culture, Wentou Holdings, Ciwen Media, Netspeed Technology, LeTV, Huayi Brothers... all of them The concept leading stocks in the field also saw a large amount of active selling on the disk.

At the same time, when the indexes of many industry sectors and concept sectors related to "film and television media", "Internet software" and "Internet application" dropped rapidly, many concept leading stocks showed a large volume of concentrated selling, and they opened higher in the two cities. "Infrastructure", "Military Industry", and "Internet Finance" in the middle of the list, and other popular mainline areas in the early stage, and related industry and concept sector indexes have shown signs of rapid strengthening, and signs of further expansion of higher openings.

Among them, especially the popular concept leading stocks in the core areas of 'infrastructure', 'military industry' and 'Internet finance', such as Beijiang Communication Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Hongdu Aviation , Jinzheng Shares, Yinjie Technology, Flush... and many other stocks, there have been a large number of relatively concentrated buying orders.

And, in these stocks.

As a stock that is second only to 'Huace Film and Television and Ciwen Media' in the market at the moment, the check for 'Beijiang Communication Construction' was issued directly from 9:16 to 9:17 after the funds from the 'Yuhang Department' responded. During the 1 minute at 1.23:5.63, the volume increased, from the [-]% increase in the initial call auction to the [-]% increase, surpassing the high point of yesterday's check in the consolidation stage, and setting a new record This round rebounded to a new high.

"Damn it, is the check for 'Beijiang Communication Construction' so strong in call bidding?"

At 9:17, seeing that the check for "Beijiang Communication Construction" was greatly fluctuated yesterday, and after the blessing of the seat of "Fortune Road" on the Dragon and Tiger List, it was directly in the call bidding stage, and it realized yesterday's The reversal of the trend, the vast investor groups gathered in the discussion area of ​​the trading platform, watching the market trend of this stock's call auction, all showed shock and shock.

"As expected, it is the concept leading stock supported by Mr. Su's 'Fortune Road' seat!"

"Strong, so damn strong!"

"Damn, if I knew I wouldn't have thrown it away yesterday, what the hell am I getting washed?"

"Hey, if you want to hold this kind of bull stock, you still need faith! Who would not be afraid of yesterday's trend, but who would have thought that Mr. Su's 'Wealth Road' would be bought at this time?"

"This check should definitely be the leader in the direction of the entire 'big infrastructure', right?"

"That's for sure, beyond doubt."

"If the check for 'Beijiang Communication Construction' is reversed, does it mean that the previously popular mainline areas of 'infrastructure', 'military industry', and 'Internet finance' adjusted yesterday all have the logic and expectations of reversed?"

"It depends on the driving effect of the check of 'Beijiang Communication Construction' on these popular main line fields."

"Not to mention, the check of 'Beijiang Communication Construction' has already played a driving role for many popular stocks in the fields of 'infrastructure', 'military industry', and 'Internet finance'. Take a look at Tianshan Cement and Shanghai Construction Engineering Co., Ltd. . There are already anti-package expectations in popular mainline areas.”

"That's right, looking at the market trend, the active buying funds in the main sectors of 'infrastructure', 'military industry', and 'Internet finance' are obviously still increasing sharply."

"Hey, if the Shanghai stock index wants to make a breakthrough, it still needs to rely on 'big infrastructure'!"

"The direction of the main line of the market will not turn back to the main line of 'big infrastructure'?"

"It's hard to say, at least the current 'film and television media', 'Internet software', and 'Internet application', the three major market trends that were in full swing yesterday, are showing signs of differentiation in the gathering stage today."

"Indeed, even 'Huace Film and Television and Ciwen Media', two stocks that everyone expected to be relatively consistent, also saw a large amount of selling on the daily limit board, and there were yesterday's bombardment by LeTV and Wangsu Technology. There is a precedent, and I am afraid that these two checks will be difficult to seal the daily limit today!"

"The first board and the second board are easy, but the third board has a big difference."

"It's not that there are big differences among the three boards, but that the market continuity of the line of 'film and television media' is not as good as that of the line of 'big infrastructure'. The same...Compared with the two checks of 'Huace Film and Television and Ciwen Media', before Is it difficult for 'Beijiang Communication Construction' to go out of the third board?"

"If the market continuity of the line of 'film and television media' is not strong, then the market continuity of the two main lines of 'Internet software' and 'Internet application', which have no obvious positive news, should be even weaker. Bar?"

"But depending on the situation, in terms of the overall market structure, the pattern of weak Shanghai and strong deep has not changed!"

"Indeed, in the market at the moment, among the stocks that opened higher in the red market, the 'concept growth stocks' in the small and medium-sized board and the ChiNext sector still account for the majority. I feel that the performance of the main board is a white horse and the blue chips in the market are still almost meaningless!"

"The performance of the main board's white horse and the blue chips of the market have always been almost meaningless. It is difficult to have any market conditions. Everyone is talking about the line of 'big infrastructure'."

"But today, the line of 'Apple Industry Chain' should be the protagonist, right?"

"Well, looking at the market, many stocks in the 'Apple Industry Chain' field, such as Anjie Technology, Changying Precision, Goertek, O-Film Technology, and Lexun Precision... are doing well."

"Which one should I go to?"

"The plates of Anjie Technology and Changying Precision are smaller, which should be easier to hype. However, Lixun Precision has the benefit of Mr. Su's participation in the fixed increase plan. Even if the plate is slightly larger, it may become the main force in the field. It is really hard to say which check is better for the concentrated speculation of funds.”

"Whichever one drives more ideally, I will use whichever one!"

"Although the line of 'Apple Industry Chain' is well-supported today, it can't be ignored, right?"

"Certainly not without thinking, the 'film and television media' sector, supported by such a big positive, has clearly diverged on the third trading day. The benefits of the sector are obviously much weaker, and the market continuation should not be too high. If you chase positions too high today, there is a huge risk of being trapped."

"Hey, so the market is not stable no matter which line it is?"

"This is the way it is. Generally speaking, the market capital is still insufficient. At the same time, the Shanghai Stock Exchange Index has not yet fully reached the 2300 mark. As a result, many off-market investors who pay attention to the market are still hesitant and dare not decisively enter the market to chase This will further cause the market to suffer from insufficient incremental capital capacity, which cannot support a comprehensive general rise in the market, and can only produce a partial market.”

"More than that, the lack of incremental funds in the market has also accelerated the market's rotation in the sector."

"Yes, yes, that's it."

"Under such a situation, it stands to reason...it is still difficult for the Shanghai stock index to stand firm at 2300 points?"

"It's hard to say, the current market is under support and under pressure, and the main market trend is up, there are big divergences, and there are not many market incremental funds and active funds in the market, and they cannot form consistent expectations in the same direction. , I think...the trend today is mostly volatile, so we can't expect too much!"

"'There is support on the bottom, pressure on the top' is so well said!"

"Hey, no matter whether the index suddenly breaks through or not, the market hype sentiment should be the same during the market rotation of the sector. At this time... it's a few short-term opportunities!"

"I'm afraid that the plate market will move too fast, and I will be slapped in the face back and forth!"

Accompanied by the intense discussions of many retail investor groups gathered in the stock discussion area of ​​the trading platform, and the rapid refresh of countless topics in the discussion area.

The market call auction time quickly arrived at 9:19.

At this moment, the overall call auction situation in the market is completely different from the initial stage of call auction in the two cities at 9:15.

I saw the main lines of 'infrastructure', 'military industry' and 'Internet finance' in the early stage, as well as a large number of industry sectors and concept sectors, such as 'construction decoration, building materials, real estate, steel, machinery and equipment, national defense and military industry, electronic information' and other industry sectors, as well as concept sectors such as 'cement, Shanghai Free Trade Zone, state-owned enterprises, reform and reorganization of central enterprises, Internet finance, military-civilian integration, domestic large aircraft, Beidou navigation', etc., in Beijiang Communication Construction, Tianshan Cement, Shanghai Construction Engineering , Pudong Construction, Hongdu Aviation, Jinzheng Shares, Yinjie Technology, Flush, etc. Driven by a number of concept stocks, it has squeezed into the top positions in the industry sector and concept sector in the two cities, ranking in the "Apple Industry Chain". This concept sector, as well as a number of industry sectors and concept sectors in the main line of the 'smartphone industry chain', followed the gains.

As for the industry sectors and concept sectors that were originally at the forefront of the industry sectors and concept sectors in the two cities, the main line fields of 'film and television media', 'Internet software' and 'Internet application', their high opening gains, and the main buyers of the market The performance of the amount of funds has completely lagged behind the main lines of 'infrastructure', 'military industry' and 'Internet finance'.

Of course, the core concept stocks, such as 'Huace Film and Television, Ciwen Media, Wentou Holdings' and a few other stocks, still maintain a trend of daily limit at the moment. Compared with 9:15, except for the daily limit The number of main selling orders increased greatly, and there was no change in the stock price trend.

But nonetheless...

The market was originally driven by the main hype expectations of 'Apple Industry Chain', 'Film and Television Media', 'Internet Application', 'Internet Software', etc., and was biased towards the market development trend of the small and medium-sized board and the GEM's "conceptual growth stocks". In just a few minutes, it was quickly interrupted.

Seeing the call auction form of the entire market, it has changed greatly from the beginning of the session at 9:15.

Seeing the market development direction of the entire market, it is completely dispersed.

Seeing the differentiation trend of the main line fields of 'film and television media', 'Internet application' and 'Internet software', as well as the suppression of selling of the main sellers is becoming more and more obvious.

At the same time at 9:19, Shenzhen Stock Exchange, Pingyin Asset Management Center, and the main fund trading room.

Chen, the fund manager who has made a prediction on today's market and transferred a large number of fund positions to the main line fields of 'film and television media', 'Internet application' and 'Internet software', and the GEM 'concept growth stocks' The deep brows were obviously frowned again, and he said very depressedly: "Is there something wrong with the call auction trend in the market? Obviously, the initial trend is still on the line of "conceptual growth stocks" on the small and medium-sized board and the GEM. I didn't expect this to happen. The lines of 'infrastructure', 'military industry', and 'Internet finance' have suddenly sprung up, completely diverting the market's active funds to follow suit."

Today, Liu Ziliang, the general manager of the company's asset management business department, is not here, so he is temporarily responsible for the transaction deployment and corresponding operations of the relevant main funds.

However, he is far inferior to Liu Ziliang in terms of sensitivity to changes in market conditions.

This also caused him to intervene in the market in a timely manner when the funds of the "Yuhang Department" responded in the early stage of the call auction in the two cities, and guided the market and market investment sentiment like the funds of the "Yuhang Department" .

"It should be that the stock 'Northern Xinjiang Communication Construction' suddenly hit a new high in this round of rebound, and played a call auction trend that exceeded the expectations of most investors before the market, so it drove a group of similar stocks upward, and therefore 'Infrastructure', 'Military Industry', and 'Internet Finance', which were popular in the early stage, have jumped up." Hearing Chen Shen's complaint, sitting next to Chen Shen, the fund manager in charge of fund trading operations and the main fund manager Gao Yixiang, the leader of the trading room, pondered for a moment, and replied, "Mr. Chen, if we want to hit the rebound of the lines of 'fund', 'military industry', and 'Internet finance' at this moment, it is easy to smash the 'Beijiang Communication Construction' quickly and violently." ' This stock will do."

Hearing his suggestion, Chen Shen tilted his head like looking at an idiot, gave him a blank look, and asked, "Anyone can see that the check for 'Beijiang Communication Construction' is the emotional focus and focus of these early popular main line fields." Confidence in hype, but... do we still have chips for this check in our fund positions? If you don't have chips, what are you going to use!"