The investment era of rebirth

Chapter 523 Competition for Market Dominance ([-])!
I saw the influence of the news and the brewing of emotions after the midday suspension period.

When the disks of the two markets started to beat again, in the market trend in the morning, the main capital flow was obvious, and the main lines of "concept growth stocks" such as "Apple industry chain", "film and television media", and "Internet software" were extremely hyped. The industry sector, the trend of its sector index, and the trend of related core individual stocks have all undergone sudden changes, and the amount of funds sold by the main sellers on the market has increased exponentially compared with the market in the morning.

Among them, in the morning near the close of noon, several stocks such as LeTV, Huayi Brothers, and Crystal Optoelectronics, which strongly blocked the daily limit, were smashed almost instantly. The plate was devoured, causing several checks to explode one after another.

Immediately after 1:01, the relevant industry sector indexes, concept sector indexes, and many concept stocks in the field of "conceptual growth stocks" all ushered in a straight-line diving trend.

At the same time, the main board's "big infrastructure" direction.

Strong popular concept stocks, such as Shanghai Construction Engineering, Pudong Construction, Tianshan Cement, Bayi Iron and Steel, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, Gemdale Group...etc. , Among them, the two checks of Shanghai Construction Engineering and Pudong Construction went straight up, and the explosive volume went straight to the daily limit.

Similarly, thanks to the instantaneous changes in these popular concept stocks.

A number of industry sectors and concept sectors in the main line of the "big infrastructure", such as architectural decoration, building materials, steel, real estate, machinery and equipment, reform and reorganization of state-owned enterprises, Shanghai Free Trade Zone, commercial real estate development, etc. The industry sector and concept sector indexes have also risen rapidly one after another, and the Shanghai Stock Exchange Index has also rebounded rapidly.

Of course, it's not just the main line of "big infrastructure" that has been taken care of by all the active main funds in the market in an instant.

At this moment, the popular main lines that have been linked to the main line market of "big infrastructure" in the early stage, such as "military industry" and "Internet finance", which can be clearly defined as the main line fields for the funds of the "Yuhang Department" to build and hold positions, are also rushing Riot, heavy volume climbed upwards.

Among them, the changes in the 'Internet Finance' sector were particularly ferocious.

In just one minute, the rise in the concept sector index surpassed the 1% barrier, replacing the rise in the concept sector index of 'film and television media', and squeezed into the top two positions in the two cities' concept sector growth lists.

Subsequently, due to the rapid changes in the market, at 1:02, the Shanghai stock index rushed up again, standing at 2305 points.

At 1:03, the core industry sector indexes in the two major "infrastructure" fields of architectural decoration and building materials rose by 1% one after another. At the same time, Shanghai Construction Engineering and Pudong Construction hit the daily limit.

At 1:04, the two stocks of Shanghai Construction Engineering and Pudong Construction have their daily limit at the same time, and they have become the field of "big infrastructure". After the check of "Beijiang Communication Construction", the second and third stocks will naturally change hands within a day. stock.

At 1:05, Huaguo MCC rose more than 2% intraday, and its trading volume increased by 5 million in the 1.1 minutes of afternoon trading, which can be described as an extremely large volume.

At 1:06, due to the impact of the daily limit of the two stocks of Shanghai Construction Engineering and Pudong Construction, a number of constituent stocks in the main line of the concept of "Shanghai Free Trade Zone" have risen rapidly. Among them, the leading stocks of the early concept hype Stocks such as Beixin Road and Bridge, Shibei High-tech, Pudong Jinqiao, Lujiazui, Shanghai-Hong Kong Group, and Waigaoqiao all changed.

At 1:07, the core industry sector of the "infrastructure" field of "architectural decoration", the main internal capital flow began to turn from a state of net outflow to a state of net inflow.

At 1:08, Beijing Capital and Kumho Group in the concept sector of "commercial real estate development" broke out in time-sharing, and their stock prices rose rapidly.

At 1:09, the overall main capital flow within the 'real estate' sector also began to reverse.

At 1:10 a.m. LeTV and Huayi Brothers were unable to recover, and their stock prices fell back to a 7% increase. Moreover, LeTV’s intraday turnover has exploded to 7.9 million, setting a record for this year’s intraday turnover. Finally, at the same time, several other leading concept stocks in the "film and television media" sector have set a record for this sector. The number of orders on the daily limit board has dropped sharply, while the number of main selling orders has increased.

At 1:11, Wangsu Technology, the core concept stock in the main line of 'mobile Internet', fell back to less than 5%, and the two industry sector indexes of 'Internet Software' and 'Internet Application' also fell back to within a day. About 1%.

At 1:12, the 'Cultural Investment Holdings' industry sector index, the 'Film and Television Media' industry sector index, and its related concept sector index continued to decline in a straight line, and the growth rates have shrunk to within 1%, withdrawing from the industry sectors and concept sectors of the two cities The top five positions in the plate.

At 1:13, Guangguang Media's growth rate fell back to about 3%, and Ciwen Media was on the upswing. So far... the "Film and Television Media" sector, which has been strong for three consecutive days, has only "Huace Film and Television" under the extreme emotional changes in the market. It is a concept stock and still maintains the three-board trend.

At 1:14, the flow of main funds in the entire "film and television media" field has gradually changed from a large net inflow in the morning to a net outflow, and the signs of capital selling in the field are particularly obvious.

At 1:15, stocks related to the 'Apple Industry Chain' were also affected by a large number of selling funds.

At 1:16, when it was approaching noon in the morning, the core stock of the Apple industry chain, 'Crystal Optoelectronics', which had been closed, suddenly fell off the board.

At 1:17, the growth rate of the ChiNext Index and the Small and Medium-sized Board Index shrank to 1% within a day. Among them, the gap between the Shenzhen Index and the Shanghai Index quickly narrowed to within 0.2%.

At 1:18, Huaguo MCC once again pulled up with volume, and the increase jumped by more than 5%.

At 1:19, Tianshan Cement hit the daily limit. In the entire field of "big infrastructure", there are already 4 daily limit stocks that change hands naturally within a day.

At 1:20, the increase in the 'Internet Finance' sector exceeded 2.5%, almost matching the increase in the 'Apple Concept' sector, and the check for 'Hengsheng Electronics' hit the daily limit.

At 1:21, after the daily turnover of the check 'Hengsheng Electronics' exceeded 4 million, and the turnover rate reached more than 10%, the daily limit was sealed.

At 1:22, following the 'Hengsheng Electronics', Jinzheng shares pulled the board, and Huake Jincai's intraday increase expanded to 7%.

At 1:23, while the intraday gains of the 'film and television media' sector were rapidly narrowing, 'Oriental Fortune', which also belongs to this sector, bucked the trend and rose.

At 1:24, the intraday increase of 'Oriental Fortune' reached 3%, but climbed from the bottom of the internal sector in the morning to the top of the internal sector's increase list.

At 1:25, a group of popular concept stocks in the main line of "concept growth stocks" almost recovered all the abnormal gains in the morning and near the noon closing. Once again, there is a clear shift towards the main board's 'big infrastructure'.

At 1:26, the Shanghai stock index once again rushed to 2310 points within the day, and the increase expanded to 0.5%.

At 1:27, the intraday gains of the Shanghai Index caught up with the Shenzhen Index. The situation of "weak Shanghai and strong Shenzhen" that appeared in the morning was completely reversed at this moment.

At 1:28, the index of the two major industry sectors of architectural decoration and building materials in the main line of "big infrastructure" rose, squeezing into the top five in the two cities' industry sector growth lists, showing signs of the return of the previous main line market.

At 1:29, the daily limit of Hongdu Aviation, the main line of "National Defense and Military Industry", has the main funds quickly rushing to raise funds and follow positions.

At 1:30, the market trend began to fully shift to the hot main line in the early stage. Even the "Apple Industry Chain" line gradually formed a trend of rising and falling. Obviously not as strong as in the morning.

Of course, the comparison trend has been severely differentiated, and the market sells more heavily in the "film and television media", "Internet software", "Internet application" and other "concept growth stocks" main-line sectors.

The line of 'Apple Industry Chain' is still strong.

Facing the market trend for half an hour in the afternoon, and Su Yu's speech interference, suddenly, the market changed rapidly.

Inside the 'Pingyin Asset Management Center' at this moment, in the core main fund trading room.

Fund manager Chen Shen saw with his own eyes that after investing more than 10 billion in funds, he not only failed to pull up the market, but successfully guided the market's investment sentiment to shift to the main line of "conceptual growth stocks" in the Shenzhen stock market. On the contrary, it made the market trend worse and worse. , more and more deviated from the original expectations, I couldn't help but feel angry, and couldn't help cursing: "What the hell, the 'Yuhang family' surnamed Su really doesn't want to face, and personally ended the public bewitching The market investor group deliberately guides the market to develop in the direction of their heavy holdings, it is simply..."

"Mr. Chen, what should we do now?" Gao Yixiang, the head of the trading team, asked anxiously.

When he made a radical move to increase the position before, he strongly opposed it, thinking that the current time was not on their side, but... he didn't persuade Chen Shen to change his strategy. The current market situation has completely deviated from their expectations , although he does not have to bear the consequences, he is still very anxious seeing the net value data of the fund backstage retreating all the way.

After all, although the responsibility does not lie with him, everyone is in a group, and everyone is prosperous, and everyone is hurt.

When Gao Yixiang asked anxiously, Wang Jinglun, who was also the leader of the trading team, turned pale at the moment, staring intently at the trading boards of the two cities, and dared not speak.

When Chen Shen heard Gao Yixiang's words, he turned his head and glanced at the two of them, but didn't know how to answer.

At this moment, the market wind direction has been fully shifted to the direction of the main board's "big infrastructure" and the popular main line fields in the early stage, and the directions of the main line fields of their main trays, many core concept stocks, and the chips on the market have been completely loose. If you choose a hard tray...

Even if you can take advantage of the capital advantage to support the market of one or two core concept stocks, you can't stop the selling of many other related concept stocks.

In other words, the market trend is already the case.

Even if they have a huge amount of funds in their hands, they can't stop the changes in the market trend, and they will be the opponents of all the selling funds.

"I'll make a call first." After a moment of silence, Chen Shen responded quickly.

Their fund's heavy holding area is already on the line of "conceptual growth stocks" in the Shenzhen market. At this moment, it is completely impossible to change the direction of holdings on a large scale and give up the original investment strategy and trading strategy. The wind changes, and it is impossible for them to do nothing.

After all, if you do nothing, let the market trend change like this.

Then their positions on the line of "concept growth stocks" can only follow the crowd of selling funds in the market, and cut their flesh and stop their losses.

But he made a decision on his own earlier, and had already made a mistake in his trading strategy once.

Now, he really didn't dare to decide on his own, and bear all the consequences of the transaction... on his own.

Therefore, he urgently needs to get in touch with Liu Ziliang, the general manager who has planned to increase his positions in the main line of "conceptual growth stocks" and dominate the market of the main line of "conceptual growth stocks". He has to let the other party share the corresponding burden for him Trading risk and strategy determine responsibility.

After Chen Shen finished speaking, he immediately turned around and dialed Liu Ziliang's private number.

Immediately afterwards, in less than 10 seconds, the call was connected.

"Mr. Liu, have you paid attention to the changes in the market?" Chen Shen knew that every second of time is precious at this moment, so he asked directly without hesitation, "The trend of market sentiment is in the field of 'big infrastructure' in an all-round way." , and the deviation of the popular main line fields in the early stage, and the trend of the popular sectors of 'Apple Industry Chain' and 'Film and Television Media' has also begun to diverge rapidly. The rapid increase, and the active funds in the market are also rapidly ebbing in this field, we... what should we do at this moment, I hope Mr. Liu can give instructions."

Liu Ziliang could easily hear the anxiety in Chen Shen's words, and responded calmly: "I have already explained Mr. Gao of E Fund, Mr. Shan of Huarui Public Fund, and Mr. Ning of the Investment Strategy Department of Huaxin Securities. Mr. Gu, Mr. Gu of Huaxin Securities' proprietary investment department, also expressed his firm optimism in the emerging industry-related fields of the market, and expressed his intention to increase positions in the main line of "growth stocks" such as 'mobile Internet' and 'smart phone industry chain'. Therefore...the expectation and logic of the main line of 'conceptual growth stocks', and even the overall financial situation, have not changed in essence."

"On the contrary, in the direction of the main board, the so-called 'big infrastructure' main line, as well as 'Internet finance', 'military industry' and other fields, there are still certain flaws in investment logic."

"at the same time……"

Liu Ziliang paused for a moment, and then continued: "Since the 'Yu Hang Department' surnamed Su has publicly spoken in the market to guide emotions, it means that their funds have basically been exhausted. After all, according to this person's previous operating logic and trading style , His usual technique is basically to borrow the trading seat of 'Fortune Road' to make his own point of view on the dragon and tiger list."

"It's obviously a sign that the donkey is at the end of his game."

"So, Chen Shen, don't hesitate, don't be afraid, continue to attack decisively, continue to increase the pallet according to the original plan, expand the continuous profit-making effect in the direction of 'conceptual growth stocks', build momentum and popularity, that's the only way... Only in this way can we gather market sentiment and follow suit funds to the greatest extent.”

"No matter how powerful the market influence of the 'Yuhang System' is..."

"Under the continued interpretation of the profit-making effect, and the line of 'conceptual growth stocks' refusing to adjust and becoming stronger and stronger, investors on and off the market will fully follow up sooner or later."

"Since the main capital of the 'Yuhang Department' has fully revealed its cards, what we want now is to compete for active capital liquidity in the market, and the active capital flow in the market has never had any clear direction. The money-making effect, where they will pour in."

"What's more, we are optimistic about the line of 'conceptual growth stocks'. The potential incremental capital to build positions in this field has a great advantage compared with the traditional weighted stocks on the main board."

"Continue to increase positions and pallets to attract follow-up sentiment?" Chen Shen was startled and had to admire Liu Ziliang's courage.

Liu Ziliang saw that Chen Shen still had doubts in his heart, so he said quickly and forcefully: "Yes, continue to increase positions and pallets to attract follow-up sentiment, especially LeTV, Huayi Brothers, and Netspeed Technology. No matter how much selling pressure there is today, the daily limit has to be sealed for me. Only these three stocks abandoned by Fortune Road have had a strong profit-making effect and condensed a very strong popularity effect. Only the line of concept growth stocks can be rescued, and the market trend can return to our expectations."

(End of this chapter)