The investment era of rebirth

Chapter 517 Competition for Market Dominance ([-])!

"Well, I also feel that there is such a fund, which is concentrated in the direction of the "concept growth stocks" in the Shenzhen market." Mou Zhengxing nodded, deeply agreeing, "The affiliated institution that appeared on the Dragon and Tiger List yesterday , and in the last two to three minutes of today's call auction, LeTV, Wangsu Technology, Huayi Brothers, Inspur Information, Huaguo Software, 3... The sudden surge of a large number of buyers on the board of these tickets, all have Obvious pallet marks."

"Hehe, then this is really a 'fighting of gods'?" Liu Xin said with a sudden smile.

"Really." Fang Xinsheng replied, "But after the market broke out in the "film and television media" line, the hype sentiment in the direction of "concept growth stocks" in the entire Shenzhen market has been leveraged. The market hotspots in the market are biased upwards, and there are already differences. This stock has rapidly increased its positions in the direction of "concept growth stocks" in the Shenzhen market, and the main funds of the tray should be regarded as taking advantage of the trend and guiding it in a timely manner."

"Then...do we need to change our trading strategy in due course?" Mou Zhengxing asked after hearing Fang Xinsheng's words.

Fang Xinsheng thought for a while, and responded: "It's not necessary. Although the overall hot spot direction of the current market is still biased towards the direction of "conceptual growth stocks" in the Shenzhen market, the specific market hotspot rotation in this direction is quite large. It is fast, it is not easy to pinpoint the rhythm, and it is more difficult to participate. At the same time... With such a fast rotation of market hotspots, we don't know the direction of the main market trend. When will it turn back to the direction of the "big infrastructure" of the Shanghai stock market. "

"so……"

Fang Xinsheng's eyes were firm, he paused for a moment, and continued with a smile: "It's better for us to maintain the current position structure and stop with silence."

"Okay!" Mou Zhengxing nodded and stopped talking.

And with the discussion among several people in the trading room, the market trading time, at this time, has reached 9:30.

I saw that after the market was closed for a short period of 5 minutes, emotions were brewing. As soon as the market opened, the trading orders were fiercely confronted, and the market volume could expand instantly. Lightning climbs, or rapid falls.

In just 5 minutes, the overall situation of the market has undergone tremendous changes.

The Shanghai Stock Exchange Index fell rapidly from 2307.54 points at the opening, and fell to around 2302 points.

On the main line of 'big infrastructure', related 'construction decoration, building materials, real estate, machinery and equipment' and other industry sectors, the core concept stocks of medium and large caps were once again suppressed by a large number of selling orders that actively sold chips, causing them to A number of related industry sector indexes also fell.

On the main line of "military industry", the stocks of "aero-development" and "aerospace" in the field were also suppressed by selling, but the corresponding concept sectors such as "military-civilian integration", "domestic large aircraft", and "BeiDou navigation" The relatively low-level small-cap concept stocks in the field have shown a certain strength, and they have risen rapidly.

On the main line of "Internet Finance", thanks to the rapid rise of "Hengsheng Electronics" and the signs of fierce large-scale sweeps on the market, stocks with similar businesses, such as Changbright Technology, Yinjie Technology, and Jinzheng , Huake Jincai... and other votes were quickly driven up, which also led to the concept sector index of 'Internet Finance' jumping directly to the top of the two cities' concept sector growth lists at the beginning of the session.

As for the main lines of 'film and television media', 'Internet applications' and 'Internet software'.

On the main line of "film and television media", with the call auction, the discrepancies on the market have turned into unanimity again. LeTV and Huayi Brothers have become popular and rose strongly. In addition to this main line field, the relevant industry sectors and concept sectors are still the main line areas where active funds from all walks of life in the market are chasing the most rapidly, and the related industry sector and concept sector indexes still occupy the forefront of the daily limit boards of the two cities. .

The two main lines of 'Internet application' and 'Internet software' were relatively weak compared with the line of 'film and television media' in the first 5 minutes of trading. Even the core stocks such as Inspur Information, Huaguo Software, Ren Zihang, [-], Wangsu Technology, etc., have experienced heavy volume and stagflation on the disk.

Of course, in the performance of all the mainline market...

The field of "Apple Industry Chain", which has attracted the attention of investors in the whole market, has the highest popularity and heat, and a large number of concept stocks in the Apple Industry Chain have basically shown a very strong market trend, forming a continuous high volume opening Going high, among them 'Anjie Technology, Changying Precision, GoerTek, O-Film Technology, and Lexun Precision' several stocks have been rapidly increased positions and rushed to raise funds from various main funds.

Especially the two stocks of Changying Precision and Lixun Precision.

In just 5 minutes, the two stocks have absorbed more than 5 million net inflows of main funds, and the stock prices have gone straight to an increase of more than [-]%.

At the same time, it is also due to the full-scale outbreak of many core stocks in the 'Apple Industry Chain'.

In an instant, the market situation spread from the hype line of the "Apple Industry Chain" branch to the entire "Smartphone Industry Chain", causing the stocks in the "Smartphone Industry Chain" in the entire market to have varying degrees of main funds rushing to raise funds and The stock price is rising.

Moreover, due to the active funds from various sources, the inflow of funds into this field has accelerated.

As the market spread from the 'Apple Industry Chain' to the entire 'Smartphone Industry Chain' main line.

The Shenzhen Index, ChiNext Index, and Small and Medium-sized Board Index, which mainly occupy the concept stocks of the "smartphone industry chain", also rose rapidly, once again widening the gap with the Shanghai Index.

"It's still a pattern of 'Shanghai is weak and deep is strong'!"

At 9:36, I saw that the rise of the Shanghai Stock Exchange Index was once again pulled apart by the Shenzhen Index, the ChiNext Index, and the Small and Medium-sized Index. Traditional finance, consumption, and pharmaceuticals, as well as the mainline sectors of "big infrastructure", which are still relatively popular and concerned, are outflowing, and the vast retail investor groups gathered in the trading platform discussion area, especially those who are still firmly holding positions The retail investors of mid- and large-cap performance stocks in the main board field couldn't help expressing their emotions.

"Judging from the trend signs at the beginning of the session, it is obvious that the market hotspots are still dominated by small and medium-sized caps."

"The direction of the wind is indeed in small and mid-cap stocks, but the entire field of small and mid-cap 'conceptual growth stocks' is quite divided!"

"That's right, the two main concept lines of 'Internet software' and 'Internet application' that performed well yesterday are a bit sluggish today. This shows that although the market hotspots are in small and medium-cap stocks, the direction of main funds and attacks is obviously Not unified, these so-called 'conceptual growth stocks' popular main line, market continuity is indeed doubtful."

"The entire field of small and medium-cap stocks seems to be hot, but in fact, except for the line of 'film and television media', others have not shown any market continuity."

"Does it feel like the hotspot rotation is too fast?"

"Indeed, yesterday it was 'Internet software' and 'Internet application', today it is 'Apple industry chain' and 'Internet finance', I don't know what tomorrow will be, and I don't know what it will be after taking over stocks related to 'Apple industry chain' today , will it be buried tomorrow?"

"Hey, it looks hot, but on the board, it's still in crisis!"

"This is for sure. I feel that the continuity of the first-line market of the "conceptual growth stocks" of the small and medium-sized board is not as strong as the market performance of the "big infrastructure" in the early stage!"

"It can't be said that, the line of 'film and television media' is quite powerful."

"The line of 'film and television media' may not last until the end today, right? Look at the leading stocks in this line, Huace Film and Television, Ciwen Media, and Wentou Holdings, which are currently the only three-linked boards in the entire market. There are signs of instability in the daily limit stocks, and I am thinking... If the Shanghai Stock Exchange Index falls by 2300 points in the intraday session, the market hype will stop, and these checks will still be smashed!"

"Shouldn't it be, the Shanghai Stock Exchange Index still can't stand at 2300 points today?"

"Hehe...it's hard to say!"

"Hey, I always feel that no direction is stable, it's better to pursue positions cautiously."

"In the direction of 'big infrastructure', the adjustment is obviously not over for the time being, but the popular concept leading stocks in the field of 'big infrastructure' such as 'Beijiang Communication Construction, Shanghai Construction Engineering, Pudong Construction, Tianshan Cement' are doing well today. It's a bit emotional; other "Internet Finance" feels that there are signs of the end of the adjustment. Why is "Hengsheng Electronics" so strong? What logic? I feel that this line has a little participation value. As for "Film and Television Media" ...I don't dare to chase anymore, the 'Apple industry chain' is heavily locked in, and the continuation of the rebound may also be doubtful. After thinking about it carefully...the direction of making large orders that can be assured is really not obvious at present."

"Not to mention, the 'Beijiang Communication Construction' check is really tenacious!"

"Yesterday, the price limit of this check was not sealed, which already shows that this check is an extreme washout. I am still very optimistic that this check will cover the daily limit today."

"The increase of this check is about 6 points now, and the turnover of the market is not low. Does anyone dare to chase it?"

"With President Su's blessing of the seat of 'Fortune Road', why not dare?"

"The best time to intervene is at the opening of the market. Chasing this position now is actually a bit risky."

"Wait until the daily limit of 'Beijiang Communications Construction' is closed. Buying point. Buying now... is too early. Let's see if the board is closed at 10 o'clock. If the board is closed, the check will definitely be able to be traded in the follow-up market In the middle, it continues to open up space, and it is very likely to follow the trend of last year's "Shanghai Steel Union."

"Getting out of the trend of the 'Shanghai Steel Federation' is really scary!"

"Indeed, compared to last year's trend of 'Shanghai Steel Union', there is still several times the room for improvement?"

"It's not impossible. After all, in the past year, Mr. Su's 'Wealth Road' has created many bull stocks and monster stocks, and now the check of 'Beijiang Communication Construction' is the core leader of the entire 'big infrastructure' main line field." There should be no doubts about this point of view and expectation, right?”

"Hey... I hope that 'Beijiang Communication Construction' can be closed today."

"If the check for 'Beijiang Communication Construction' is closed today, does it mean that the line of 'big infrastructure' is definitely not dead at present, and there must be room for follow-up speculation?"

"I can't say absolutely, but if the check for 'Beijiang Communications Construction' is closed today, it will definitely show the hype and height of the 'big infrastructure' line, as well as the continuity of the market, and even the tolerance of the main funds." It is obviously better than the main line and stocks of the "conceptual growth stocks" that are dominated by small and medium-sized caps."

"But as long as the expectation is there, the market will follow, right?"

"Looking at the trend of 'big infrastructure' concept stocks such as 'Northern Xinjiang Communication Construction, Shanghai Construction Engineering, Pudong Construction, Tianshan Cement', I have decided...continue to stick to the field of 'big infrastructure', continue to stick to 'Huaguo MCC' ’, I don’t believe it, but the current market’s “conceptual growth stocks” have no continuous profit-making effect, can they be continuously hyped by the main funds of various departments?”

"Haha, it makes sense, continue to stick to it, I believe in President Su!"

Amidst the heated discussions among many retail investors, the market trading hours are still advancing rapidly.

At this time, as various investor groups in the market, as well as the main capital groups of all parties, the 'Yuhang Series' investment funds are most concerned.

Su Yu, the fund manager, watched the changes in the market for about 10 minutes, and saw that the three core stocks, LeTV, Huayi Brothers, and Wangsu Technology, all appeared on the market after a wave of active buying was exhausted. There are relatively concentrated differences, and there are obvious signs of heavy volume and stagflation. At the same time... after the main branch of the "Apple Industry Chain" has also risen rapidly, the siphon effect of active funds on the market has begun to weaken. , the opportunity to return to the main board of the Shanghai stock market has appeared again.

So, his eyes changed, and he hurriedly glanced back at Li Meng, who was at the side, and ordered: "Let the traders concentrate on stimulating a wave of people in the three main areas of 'big infrastructure', 'military industry', and 'Internet-now-finance'." Try the core stock market interview, and at the same time... the check for 'Beijiang Communication Construction', it's time to seal the board."

"Oh, and..."

Having said this, Su Yu turned his eyes back to the trading market of the two markets, and landed on the stock 'Hengsheng Electronics' whose trend today was obviously beyond his expectations, and continued: "'Hengsheng Electronics' Check, although we can't see where the funds involved in this stock are sacred for the time being, the current driving effect of this check on the entire "Internet Finance" cannot be underestimated, and it has already become the sector of the "Internet Finance" sector. The core of the emotional hype, when we focus on stimulating these main lines, it is still necessary to give an assist!"

(End of this chapter)