The investment era of rebirth

Chapter 516 Competition for Market Dominance ([-])!

Chen Shen's question made Gao Yixiang speechless.

Indeed, A-shares are not Hong Kong stocks. In stock trading, if there is no bargaining chip, even if the stock price is short, there is no such thing as naked short. What's more, the check of "Beijiang Communication Construction" is not a bid for the two markets at all. Pingyin Asset Management' is in the domestic financial system, with a strong background and connections. Without the bargaining chip of this stock, it can only look at the ocean and sigh. ','Internet finance', several main concepts in the early stage picked up.

However, they have no bargaining chips in the stock of 'Northern Xinjiang Communication Construction' and the popular concept stocks of small and medium caps in the main lines of 'Infrastructure', 'Military Industry', and 'Internet Finance', but the 'Yuhang System' is in their hands. There are a lot of bargaining chips in the key areas of 'film and television media', 'Internet software' and 'Internet application', as well as in the direction of 'Apple industry chain' which is currently being pursued by market investors. .

This is also the current disk performance...

Obviously, the wind direction is still in the main line of "conceptual growth stocks" on the small and medium-sized board and the GEM; it is obvious that the line of "Apple Industry Chain" has continued to drive the hype in the direction of the "conceptual growth stocks" on the small and medium-sized board and the GEM; The media line still has strong hype expectations; however, the trend of market call auctions and the direction of funds following the trend are still the reasons for the shift to the main lines of 'infrastructure', 'military industry' and 'Internet finance'.

After all, after Gao Yixiang's reminder, no matter how stupid and slow Chen Shen was, he already understood that such a change in the market call auction trend was clearly guided and promoted by the main funds.

"Mr. Chen, we don't have the bargaining chip of the stock 'Beijiang Communication Construction', and we can't buy a stock in the major fields of 'Infrastructure', 'Military Industry', and 'Internet Finance' brought about by 'Beijiang Communication Construction'." Many popular small and medium-cap concept stocks have formed obvious market suppression, but..." At this time, another core trader in the trading room, that is, Wang Jinglun, the deputy head of the trading team, said suddenly, "We can instantly pull up the relative market. Hype is expected, the current discrepancy is relatively small, and the core stocks in the "film and television media" sector have not completely dissipated, and the temporary decline will be added."

"As long as we put the emotion on the line of 'film and television media'."

"The two lines of 'Internet software' and 'Internet application' will definitely interact with the line of 'film and television media'."

"At the same time, it is obvious that the market volume is still somewhat insufficient, and the active capital groups in the market are still unable to support the breakthrough of multiple main lines at the same time. If it is better than the rising hot main lines of 'infrastructure', 'military industry', and 'Internet finance' in the early stage, it will still form a siphon of funds for these popular main line areas, thereby suppressing these popular main line areas."

"In general……"

Wang Jinglun paused for a moment, and then continued: "I think we still have the initiative in the market, and the line of 'Apple Industry Chain' is expected to be hyped up today, taking over the market situation, which is actually beneficial to the market situation. The direction of the wind continues to change to the field of "conceptual growth stocks" on the small and medium-sized board and the GEM. After all, the general direction of investment in the "Apple industry chain" and even the "smart phone industry chain" originally follows the logic of "growth stocks" in investing, Hype."

"Okay!" Chen Shen smiled when he heard Wang Jinglun's analysis, and praised, "It's still Jinglun's clear understanding of the disk."

After speaking, Chen Shen glanced at the market trading hours.

I saw that the time was rapidly approaching 9:20, and on the entire disk, the lines of 'infrastructure', 'military industry', and 'Internet finance' that had just jumped up were already slightly under the withdrawal of orders from a large number of pallets. Correspondingly, the lines of 'Film and Television Media', 'Internet Application' and 'Internet Software', which were suppressed by selling orders in the first few minutes, slowly began to rebound after a large number of pending orders were withdrawn.

Immediately afterwards, when 9:20 came, a large number of false pending orders were withdrawn on the two markets.

The main lines of 'infrastructure', 'military industry' and 'Internet finance', as well as related industries and concept sectors, have all fallen back to the trend of opening slightly higher. Of course, such as 'Beijiang Communication Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Hongdu Aviation, Jinzheng Shares, Yinjie Technology...' and other popular concept stocks are still going strong, but the corresponding large-cap stocks have obvious differences in the market and heavy selling.

However, the main lines of 'film and television media', 'Internet software', and 'Internet application', as well as related industry sectors and concept sectors, rebounded to those of 'infrastructure', 'military industry', and 'Internet finance'. The positions are comparable. Among them, Huace Film and Television, Ciwen Media, and Wentou Holdings are the most powerful leading concept stocks in the field of "film and television media". Less, but still maintained the situation of one-word daily limit.

As for the core constituent stocks of the GEM that were quickly smashed by Su Yu's "Fortune Road" yesterday.

Wangsu Technology opened sharply lower, and the market was completely suppressed by selling orders; LeTV opened slightly lower, and the gap between long and short orders on the market was still huge; There are also a lot of buying orders. Generally speaking, when the overall market sentiment is relatively good, the selling effect after the "Fortune Road" smashed the market is not as serious as everyone expected before the market.

"Haha... I thought it was amazing, but it's just a bluff." Seeing the real call auction situation between the two cities at 9:20, Chen Shen's originally tense heartstrings finally relaxed, and he turned around and quickly went to the various trading parties. The team issued an order, "According to the trading strategy that Team Leader Wang said just now, place an order to buy the core stock chips of the lines of 'film and television media', 'Internet application', and 'Internet software' to push up the call auction trend in this direction." .”

"at the same time……"

Chen Shen paused, and continued to speak quickly: "For the three stocks of Wangsu Technology, LeTV, and Huayi Brothers, we must pay special attention to them, and directly buy large orders to push up their market, so that investors in the entire market will pay attention to them. Looking at these three stocks, and noticing that a stock is sold on 'Fortune Road', it does not mean that the market is over."

"Okay!" Gao Yixiang and Wang Jinglun responded simultaneously, and then quickly conveyed the transaction order.

Immediately afterwards, the entire "Pingyin Asset Management System" made corresponding trading strategies, reinvested a large amount of funds, and guided the market conditions.

At 9:21, the two stocks of LeTV and Huayi Brothers rose rapidly.

At 9:22, Huashu Media, Phoenix Media, Bosera Communications, Shengda Media, Zheshu Culture... and other popular concept stocks in the field of "film and television media" were attacked by a large number of active buyers, and the entire " The growth rate of the film and television media industry sector index also surged rapidly, and the high opening rate broke through 1% like lightning, returning to the position of the "electronic information" industry sector, which is second only to the "electronic information" industry sector with a large number of stocks gathered in the "Apple Industry Chain".

At 9:23, Wangsu Technology also succeeded in becoming popular under the continuous push of a large amount of active buying funds.

At 9:24, the 'Internet Finance' sector also changed, 'Hengsheng Electronics' strengthened, and a strong buy order of 3000 lots appeared on the market, and the stock price of this stock was directly sold during the call auction stage. Pushed the 1.5% increase mark.

Finally, when 9:25 came, the call auction of the two cities ended.

The entire market has formed a situation where the hot spots are scattered, the direction of the main market is unclear, but the market generally opens higher.

Among them, 'Apple Industry Chain', 'Film and Television Media', 'Internet Finance', 'Internet Software', 'Internet Application', 'Infrastructure', 'Military Industry' and other main lines and related industry sectors and concept sectors, all reside in the At the forefront of the market growth list, there are traces of the main buying funds in every field.

As for other industry sectors and concept sectors that lack expectations and hype sentiment except these mainline areas, they are basically all siphoned by these mainline areas. Under the relatively good investment sentiment and hype sentiment in the market, they either open slightly higher, Either it is infinitely sideways, or it opens slightly lower, in short... basically there is no active funds to take care of, and it is still like a pool of stagnant water.

Especially in the field of 'traditional finance'.

A group of [-]-billion-level, or even several-hundred-billion-level super-weighted large-cap financial stocks, after the entire call auction, the total turnover of the market is far inferior to the multi-billion-dollar small and medium-sized stocks in the popular main line of the market.

In addition to the performance of various industry sectors, concept sectors, and various popular stocks.

The most important market index performance aspects...

I saw that the Shanghai Index once again opened higher and stood at 2300 points, and it was fixed at 2307.54 points, up 0.41%, which can be regarded as a new high point for this round of rebound. As for the Shenzhen Index and the ChiNext Index, they rose 0.63% respectively and 0.68%, although the two major indexes rose significantly higher than the Shanghai index, but from the overall situation, the market performance gap between the Shanghai stock market and the Shenzhen stock market is not large, and there is no obvious situation of "weak Shanghai and strong Shenzhen".

Facing the opening situation of the two cities...

The investor groups in the entire market are still relatively satisfied. At the same time, several major indexes opened higher in this range, which is relatively in line with everyone's pre-market predictions when the market investor groups have huge differences in market performance. and expected.

Of course, although the opening performance of the index is relatively in line with market expectations.

But everyone still has huge doubts about whether the Shanghai Stock Exchange Index can stand firm at 2300 points today.

"With this opening pattern, I feel that the market is divergent. Not only has it not narrowed, but it has continued to expand!" At 9:26, in Shenzhen, inside Xinniu Fund Company, in the trading room of the main fund, the trading team leader Mou Zhengxing stared at the frozen two On the market, subconsciously said, "Under such a huge divergence, the stock index is 2300 points, I am afraid that it will still be unstable?"

"Still unsteady, can't you?" In the trading room, Liu Xin, the general manager who was also observing the market, said in surprise, "The position at 2300 is not under much pressure. The stock index has been trading at this position for several days in a row. There is a pressure plate, and it should be digested, why do you still say that you can't stand still?"

Seeing that Liu Xin's eyes were full of doubts.

Fang Xinsheng, the fund manager, pondered for a moment, and responded: "There is no pressure at 2300 points on the Shanghai Stock Exchange Index, but the key is that the current market hotspots are not only on the line of 'big infrastructure'. The above expectations are inconsistent.”

"Once the market expectations are inconsistent, it will disperse the active main funds in the market, as well as the follow-up capital groups of all parties."

"When the capital flow in the market does not work in one direction, and it is very likely that they will hinder each other, a very small breakthrough pressure will also become a great pressure."

"In the current market, except for the line of 'big infrastructure', with this investment expectation and hype logic, it is impossible to support the Shanghai stock index to continue to break through, other directions are impossible, and the current market hotspots are obviously still in the small and medium-sized board and the ChiNext board' Conceptual growth stocks' first-line."

"However, the historical experience of market moves over the last year tells us..."

"After the line of 'concept growth stocks' on the small and medium-sized board and the GEM has been hyped, it has a very limited driving effect on the performance stocks of the main board and blue-chip stocks with large-cap weight, and the investment logic and hype logic in these two directions , is completely different.”

"So, after the "conceptual growth stocks" line of the small and medium-sized board and the ChiNext board have dispersed the active funds and a large number of follow-up capital groups gathered in the "big infrastructure" line in the early stage, the Shanghai stock index is facing the 2300-point market. It is still very difficult to stand firmly at the pass.”

"I guess... the market is very likely and will continue to fluctuate."

"Until the market market expectations converge again, we may not see the hope of a real upward breakthrough in the Shanghai stock index."

"Hey... so you're happy for nothing?" After listening to Fang Xinsheng's analysis, Liu Xin couldn't help but complain.

Fang Xinsheng said with a chuckle: "Although the current market situation is quite different, the hot spots in the market and the effect of making money are still continuing quite well. Mr. Liu does not need to be pessimistic. Sooner or later, investors from all walks of life will not be able to stand the temptation and rush in with cash."

"And when the amount of incremental funds in the market can gradually change from quantitative to qualitative."

"Then even if the market diverges in favor of the Shenzhen stock market and the Shanghai stock market, it will be a matter of time before the market breaks through in an all-round way."

"not to mention……"

Fang Xinsheng paused for a while, pondered for a moment, and continued: "There is already a huge amount of main funds in the field, and they are trying their best to guide the market to concentrate in the direction of the Shanghai stock market."

"The huge main force that Mr. Fang mentioned is the 'Yuhang system'?" Mou Zhengxing, who had reacted, asked hastily.

Fang Xinsheng thought for a while, but did not answer directly, and said: "At present, it is not very sure, but the funds of the 'Yuhang Department', the recent operation, is indeed worth studying and deliberating, of course... from today's market According to the trend of collective bidding and the data of yesterday’s Dragon and Tiger List, there is also a huge main force, which is trying its best to guide the market to concentrate in the direction of “concept growth stocks” in the Shenzhen market.”

(End of this chapter)