The investment era of rebirth

Chapter 518 Competition for Market Dominance ([-])!

"Okay!" Li Meng responded, and immediately issued trading orders to the trading teams.

Immediately afterwards, with the rapid execution of relevant trading orders by the various trading groups, the stock prices of the two stocks 'Beijiang Communication Construction and Hengsheng Electronics' were instantly pushed up by a large number of concentrated buying funds. Among them, Hengsheng The increase in the electronic market has risen in a straight line by more than 5%, and Beijiang Communications Construction has gone straight to the daily limit.

Then, when 'Beijiang Communication Construction' hit the daily limit.

In the entire market, a lot of concept leading stocks in the fields of 'big infrastructure', 'military industry' and 'Internet finance', such as Shanghai Construction Engineering, Tianshan Cement, Pudong Construction, Hongdu Aviation, Jinzheng Stock, Yinjie Technology, Flush... … and other stocks also followed the trend and pulled up, and the buying volume of the main players in the market can also expand simultaneously.

Similarly, after all the leading concept stocks changed one after another.

A group of heavyweight constituent stocks in the three major areas of 'big infrastructure', 'military industry', and 'Internet finance' also simultaneously ushered in a wave of concentrated buying power.

And when these weighted component stocks are leveraged by funds...

The industry sectors and concept sectors related to the main lines of 'big infrastructure', 'military industry', and 'Internet finance' have also instantly gained market attention, and the enthusiasm for emotional speculation has picked up again. Head up, and within a few minutes, the 2305 point mark was regained.

"Hey, the trend of hot spots in this market has changed so quickly!"

Seeing that a large number of popular leading concept stocks in the main lines of 'big infrastructure', 'military industry', and 'Internet finance', under the daily limit trend of 'Beijiang Communication Construction', they collectively changed and began to occupy the pages of the real-time price increase list of the two cities , In the main hot money group of Yuhang where Su Yu is, some people feel helpless.

"The check for 'Beijiang Communications Construction' was indeed covered by the daily limit."

"The check for 'Beijiang Jiaotong Construction' is not dead, so the whole main line of 'big infrastructure' will probably not die. It is no wonder that after the daily limit of this check, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction... These batches have the same concept Stocks, the trend in the past few minutes, is so tyrannical."

"The daily limit of 'Northern Xinjiang Communications Construction' has brought active funds in the market back to the direction of 'big infrastructure'!"

"Indeed, the divisions on the lines of 'film and television media', 'Internet software', and 'Internet application' are clearly intensifying again."

"The checks from LeTV, Wangsu Technology, and Huayi Brothers seem to be hard to get paid."

"At least the combined funds on the market are not as strong as they were at the beginning of the market."

"The check for 'Beijiang Jiaotong Construction' has a daily limit at this time point, which is really wonderful. This board...should be regarded as the soul board in today's market, right?"

"In terms of driving the market situation, the board of 'Beijiang Communication Construction' is definitely the one."

"Hey, it's just that the check was drawn too fast just now. As soon as it was listed, there was no time to place an order to buy it. I didn't grab any chips."

"Actually, there is a high probability that the daily limit of this check will be raised today."

"No, to be precise, this check has a strong anti-package price limit expectation, and as long as you dare to go to the board, there is a high probability that it can be sealed quickly. After all, there is the blessing of Mr. Su's 'Wealth Road' seat."

"The field of 'Internet Finance' is quite strong today!"

"The line of 'Internet Finance' has been driven by the stock 'Hengsheng Electronics', but I don't quite understand the market logic of the check of 'Hengsheng Electronics', this position, this intraday increase... I don't dare to buy it !"

"The check for 'Hengsheng Electronics'... is the semi-annual performance expectation?"

"Unlike, in terms of semi-annual performance expectations, the check of 'Oriental Fortune' should be stronger, right? And the check of 'Oriental Fortune' also has the benefit of the fixed increase concept that President Su participated in, but...'Oriental Fortune' this The market trend of the check today is not good, and it has completely widened the gap with 'Hengsheng Electronics'."

"Leader Zhang intervened in the 'Hengsheng Electronics' check before, right?"

"Well, I have intervened, but this check has not been listed on the Dragon and Tiger List for many days, and I don't know if President Zhang has left?"

"If it doesn't go, there should be a lot of potential in the follow-up market trend of this check."

"The check for 'Hengsheng Electronics' is the stock of 'Ari Baba', right? Could it be speculating towards the logic that 'Ari Baba' will be listed in the US soon?"

"I'll go, it's really possible!"

"If the concept of 'Ari Baba' is being speculated, then it can be launched. The current market does not have sufficient expectations for this concept, and there is a very strong expectation gap."

"I didn't say anything, just do it!"

"Haha, I have placed an order to buy it. The check for 'Hengsheng Electronics' is definitely promising in its current position."

"I also bought some chips. It seems that in the whole market, the hype sentiment and market follow-up effect of 'infrastructure', 'military industry', and 'Internet finance' with relatively clear hype logic lines are stronger! It’s so much less meaningful.”

"Unfortunately, judging from the disk, the overall market volume is still obviously insufficient."

"There is no way. The market fell for more than a month before the Dragon Boat Festival, and now it is less than half a month before the Dragon Boat Festival. The overall market investment sentiment and investment confidence will not recover so quickly. Wait patiently, but I think... as long as the market's hype expectations and profit-making effects are still there, there will always be leading concept stocks that have hit a high level of space on the whole, and there must be a steady stream of incremental funds coming in outside the market. The overall investment sentiment and investment confidence in the market are sufficient, and there should be a sustained surge in the market.”

"But at present... in terms of operation, we still cannot have high expectations."

"Indeed, for the 'Huace Film and Television' check, I grabbed some chips the day before yesterday, and increased my position on the daily limit yesterday. Looking at it today... the market is probably a little unstable. Everyone, can you get it out?"

"For the line of 'film and television media', although hype expectations and emotional expectations are still there, compared with the previous two days, these two expectations must have dropped a lot. In addition, today there are 'Apple Industry Chain' and 'Internet Finance' 'The hotspots of these two lines have taken away the most active part of the hype funds in the market, and distracted the concentrated attention of market investors. I think this line...even if it can hold a strong situation in the morning, it will wait until the market volume can recover in the afternoon. When things are not going well, the trend will definitely diverge further, and the concept leading stocks of 'Huace Film and Television, Ciwen Media, and Wentou Holdings' may find it difficult to hold the daily limit!"

"'Huace Film and Television, Ciwen Media, Wentou Holdings' these checks, although in terms of height, are the concept leaders of the entire 'film and television media' sector, but from the outbreak of the market to the present, there is basically no change of hands in the three consecutive boards. If you don’t open the board here and change your hand, the follow-up wave will only be to the death.”

"Yes, the line of 'film and television media' is divided here, and the hype may be higher in the future."

"In short, regardless of whether the line of "film and television media" will be divided sharply today, at this point in time, the concept leaders of this line are not good points of intervention. If I really want to say... today's "Apple The trend of the two lines of "industrial chain" and "Internet finance" is obviously better, and the risk of participating in the relay is also obviously lower."

"Well, that makes sense!"

"But despite the trend of hot spots, it is shifting to 'infrastructure', 'military industry', and 'Internet finance' again. The overall hype is still focused on small and medium-cap concept stocks?"

"Due to the market volume, the current adjustment of heavyweight stocks is not over, and no one is lifting it."

"Why do I feel that the weakness of the heavyweight stocks is caused by the relatively large internal differences of the main funds gathered in these stocks?"

"You can also say that, but in general, it is still limited by capacity."

"The direction of hot spots in the market is moving fast, but the overall direction is still small and medium-cap concept stocks, which should be such a market trend."

"Hey, but in the entire market, there are so many small and medium-cap concept stocks, and hot spots are rotating too fast, so it's not easy to participate."

"The volume is not good, and the market is estimated to be unable to go up."

"The safest thing is to wait and see with light storage or short storage."

"That's right, with such a hot market rotation speed, it is still easy to be slapped in the face when you get involved with heavy positions. At least... the two major hype hotspots of 'Internet software' and 'Internet application' that were obviously changed yesterday are in today's market. After the liquidity of active capital was siphoned by the hype hotspot of the 'Apple Industry Chain' with better hype expectations, the funds following the trend of these two hot main lines have become very few, resulting in the complete loss of continuity of these two hot main lines today."

"Continue to see, if the line of 'film and television media', after the divergence and the readjustment of the bargaining chip structure, can get out of the second wave of market, continue to further open up the hype space, and even this line can come out five years later. The height of the board and six boards is the leader, so the follow-up market conditions can still be taken a high look.”

Accompanied by the rapid refresh of news in the group, as well as discussions with different opinions.

The market trading time has quickly slid to 9:52, and at this moment, 'Hengsheng Electronics', which has attracted the attention of many investors in the whole market and has been frequently rushed to raise funds by a large number of active hype funds, is suddenly in a A series of tens of thousands of "ten million level" masters bought super large orders, and the stock price rose in a straight line. In a few seconds, it jumped from a rise of around 6.5% to the daily limit.

Immediately afterwards, at 9:53, another subsequent follow-up order of tens of thousands of lots directly sealed the daily limit.

At 9:54, 'Hengsheng Electronics' completely blocked the daily limit board, and the number of closed orders increased to 11 lots. Cai and Changliang Technology's checks also followed the trend and rose rapidly. Among them, Huake Jincai and Yinjie Technology's intraday gains after a short-term increase jumped over the 5% increase mark, and they also showed the potential to hit the daily limit. situation.

At 9:55, driven by these stocks, the 'Internet Finance' concept sector index also surged, rising by more than 1.5%.

At 9:56, under the sudden surge of the 'Internet Finance' sector index, relatively weak stocks such as 'Oriental Fortune and Great Wisdom' within the sector also rose slowly and were passively pulled up.

At 9:57, thanks to the daily limit of 'Beijiang Communication Construction, Hengsheng Electronics', the active capital flow of the entire market is gathering in the fields of 'infrastructure', 'military industry', and 'Internet finance'. Obviously, with the rise of relevant industry sectors and concept sectors in these early-stage mainline fields, the mainline fields such as 'film and television media', 'Internet software', and 'Internet application', which performed well yesterday, and their related industry sectors and concept sectors The trend has begun to slowly decline again.

At 9:58, the net inflow of main funds in the two major core industry sectors of "construction decoration" and "building materials" began to turn from negative to positive, and following the daily limit of the stock of "Beijiang Communication Construction", " Tianshan Cement' also hit the daily limit at this moment.

At 10:01, after the market passed the intense trading period of half an hour at the beginning of the day and entered a relatively stable trading period in the day, the Shanghai stock index climbed to a new intraday high and stood at the 2310 point mark. The growth rate of various industry sectors and concept sectors also climbed up one after another, and once again squeezed into the two cities' growth list after the main concepts of 'Apple Industry Chain', 'Film and Television Media' and 'Internet Finance'.

At 10:05, driven by more than one main force, Hongdu Airlines also reached the daily limit.

At this point, the market hotspots have begun to accelerate towards the early popular main lines headed by 'infrastructure', 'Internet finance', and 'military industry', while the main market lines of 'film and television media', 'Internet software', and 'Internet applications' , the attention of active funds and its follow-up effect gradually weakened.

Of course, the "Apple industry chain" line, and the entire "smart phone industry chain" line, are still performing strongly, and are still the unshakable core hotspots in today's market, focusing on the hottest investment in the entire market. And the strongest capital follow suit effect.

It's just that due to the trend of market hotspots, the "big infrastructure" in the direction of the main board has shifted a lot.

As a result, the gap between the gains of several important market indexes has narrowed again, and the situation of "Shanghai is weak and Shenzhen is strong" is no longer so clear.

"Hey, Mr. Chen, the trend of hot market trends has shifted to the direction of the main board's 'big infrastructure'."

At 10:21 in the morning, seeing the market trend, it began to clearly deviate from the fund's heavy position and operating expectations. At this moment, in the trading room of the Pingyin Asset Management Center and the core main fund, Gao Yixiang, the trading team leader, couldn't help but frowned again. , and hastily reported: "Mr. Chen, what should we do now? 'Film and television media', 'Internet software', and 'Internet application' are the hot topics we focus on. When the tide is low, even if we invest real money and take the initiative to pull the market, there are very few other main funds and large order funds to follow the market, no...even the retail investors who follow the market are also less."

(End of this chapter)