The investment era of rebirth

Chapter 527 Competition for Market Dominance ([-])!
"LeTV's check, today's trend is really crazy!"

After the market, the market discussion about this check soared, and when countless retail investor groups were discussing, even in the main hot money group of Yuhang where Su Yu was, all hot money bigwigs were very concerned about this check and many small and medium-sized cap concepts. The trend of growth stocks today is also hotly debated.

"The main fund has a net inflow of 3.6 million. Today, the main fund that focuses on LeTV's check, it seems... I am really not generally optimistic about this stock!"

"But this position, such a high turnover rate, may not be a good thing."

"It's not just LeTV's stock that's going crazy today, Huayi Brothers, Wangsu Technology, Crystal Optoelectronics, Lixun Precision... this group of small and medium-cap concept growth stocks are all acting crazy. In terms of market trends, almost All of them have a large amount of daily limit, and the net inflow of main funds is not low."

"However, the overall net inflow of main funds in the conceptual sectors of 'Apple Industry Chain' and 'Film and Television Media' is not large. How can this be explained?"

"This shows that the main funds of all parties in the market have not yet formed a concerted force in the two main directions of 'Apple Industry Chain' and 'Film and Television Media', while the pull pan LeTV, Huayi Brothers, Netspeed Technology, Crystal Optoelectronics ...The main funds of this batch of stocks have not fully driven the hype sentiment and enthusiasm for funds to follow suit on these two main lines."

"The entire market is essentially still a game of stock funds, and after several years of bear market tempering, there are basically no rookies and novices who are still active in the market at this moment. It can be said that they are basically seasoned market veterans. For these market veterans, today's line of "small and medium-cap concept growth stocks" and the trend of many concept sectors are basically a situation of attracting more. In this situation, there should not be many investors who dare to follow the trend and chase for more. .”

"Yes! In the stock game market, no one is a fool."

"If you want to say that in today's market trend, the ones that are really commendable, or that you can continue to look at them, except for a few "Apple Industry Chain" stocks, should be "Beijiang Communication Construction, Shanghai Construction Engineering, Hengsheng Electronics, Dongfang Fortune, Huace Film and Television' these few checks."

"The check for 'Beijiang Jiaotong Construction' was indeed strong enough today. The market fluctuated so much in the afternoon. The check was on the daily limit board, but it still didn't move at all. I didn't have any orders on the daily limit board at 11 o'clock in the morning. The possibility of a transaction can be said to be the leading concept with the best trend pattern among the two cities today."

"'Hengsheng Electronics' is not bad. Compared with LeTV's check, Hengsheng Electronics is more like the joint efforts of various major funds in the market."

"Speaking of the line of 'Internet finance', how can it be so strong today?"

"That's right, according to today's pre-market news, the good news should be on the 'Apple Industry Chain' line, but the overall intraday trend, the 'Internet Finance' line's market explosion strength and capital follow-up strength are not even the slightest." It is not inferior to the line of 'Apple Industry Chain', and in terms of the closing results alone, the trend pattern of many constituent stocks in the sector of the 'Internet Finance' line is even better."

"The line of 'Internet Finance' is mainly driven by the check of 'Hengsheng Electronics'?"

"Then what is the logic behind the strong check of 'Hengsheng Electronics'? It feels silent, but it has been snapped up by big funds from all walks of life."

"Semi-annual report performance expectations?"

"Well, it's possible. This year, it seems that all traditional financial institutions are launching their own handheld clients. For these 'financial technology' software development companies, their performance should be good. The entire industry is indeed in a period of rapid growth. The stage of expansion!"

"The line of 'Internet Finance' has been expected to be quite good."

"But I think the logic of the daily limit of 'Hengsheng Electronics' should not follow the performance expectations of the semi-annual report? It is more like other logic lines, but the current market has not yet shown it. On the surface, it is still 'Internet finance' ' of this logic."

"Let's wait for the follow-up market feedback. If 'Hengsheng Electronics' follows other logic lines, it will definitely be reflected in the follow-up."

"It's the fact that the line of 'Internet Finance' is so strong today, which kind of arouses the market expectations of other popular main lines in the early stage."

"Not necessarily? The trend in the direction of 'big infrastructure' is still quite weak."

"The trend in the direction of 'big infrastructure' is not weak, is it? The intraday trend of the concept and industry sectors related to the 'big infrastructure' is already the strongest among the industry and concept sectors that focus on the direction of the main board. On the whole , This line has significantly outperformed the Shanghai Stock Exchange Index. It can be said that the Shanghai Stock Exchange Index can still maintain a shock near the 2300 point line, and the line of 'big infrastructure' is still indispensable."

"Indeed, it is the entire Shanghai stock market that is weak, not the line of 'big infrastructure'."

"The reason why the Shanghai stock market is weak is because the line of 'small and medium-cap concept growth stocks' has absorbed and differentiated too much active funds in the market."

"However, if the follow-up line of "small and medium-cap concept growth stocks" diverges in trend and corresponding individual stocks pull back across the board, the funds from the line of "small and medium-cap concept growth stocks" should flow back to Shanghai, which is still relatively low. The direction of the main board of the city, especially the direction of "big infrastructure" that still has a certain degree of market popularity and hype expectations?"

"The probability is so!"

"However, today the main funds of the group of stocks 'LeTV, Huayi Brothers, Wangsu Technology, Crystal Optoelectronics...' are really fierce. With such a large volume, the intention should be very large, right? It’s hard to say that these votes will not have any continuity in the follow-up!”

"It's not good to say, but in this situation... To be honest, I dare not follow."

"I still insist on the line of 'small and medium-cap concept growth stocks', and I have entered the situation of attracting more. The profit-risk ratio of follow-up participation is far inferior to the low-level undertaking of 'big infrastructure' main line concept stocks."

"agree!"

"However, let's take a look at today's after-hours dragon and tiger list data, it will be more clear."

"Today's Dragon and Tiger Ranking data should explode, right? After all, with so many votes, the intraday trend is quite crazy!"

"It will definitely explode, haha... Let's take a look at the real face of the main funds that are pulling up the stock 'LeTV' today. The buying volume is so frightening."

"It is estimated that LeTV's Dragon and Tiger list will be dominated by one company, right?"

"It's hard to say, most of the purchases of funds of this size are from institutional groups, but I don't know which institutions are responsible for it?"

"Also, I don't know if Mr. Su's 'Wealth Road' will continue to be sold today."

"The trend of 'LeTV' today, if it were me, I would definitely sell it."

The news in the group is refreshed rapidly, and the hot money bigwigs have intense exchanges, and they are all looking forward to the data of the dragon and tiger rankings of the two cities today...

A large number of investment institutions in the entire market are also looking forward to the release of the data of the market leader and tiger list.

Finally, in the midst of much anticipation, at 5:30 p.m., the rankings of dragons and tigers in the two cities were refreshed.

On the refreshed Dragon and Tiger List, a total of 28 stocks are on the list today, and most of the stocks on the list are the concept stocks of the main line of "small and medium-cap concept growth stocks" and have high market attention. 'Beijiang Communication Construction, Shanghai Construction Engineering, Hengsheng Electronics, Jinzheng Shares, LeTV, Huayi Brothers, Huace Film and Television, Wentou Holdings, Ciwen Media, Crystal Optoelectronics, Anjie Technology, Everwin Precision...' Waiting for tickets, all are on the list.

Among them, as the trading seat that everyone pays the most attention to.

The "Fortune Road" trading seat of the "Yuhang Department" is also on the list, and it is listed as the trading seat of the dragon and tiger list of five stocks of "Shanghai Construction Engineering, Hengsheng Electronics, LeTV, Huayi Brothers, and Wentou Holdings" , Among them, Shanghai Construction Engineering and Hengsheng Electronics are the main buyers, and LeTV, Huayi Brothers, and Wentou Holdings are the main sellers.

Of course, whether it is the main buyer or the main seller, the amount of funds presented is not much.

The main buying and long positions are only 2100 million, and the main selling is only about 2000 million.

But even if the trading seat of "Fortune Road" shows the buying volume and selling volume on the Dragon and Tiger Rankings, the direction of buying and selling, as well as its trading motives, are still refreshed on the Dragon and Tiger Rankings In an instant, it aroused heated discussions among countless investor groups in the entire market.

Corresponding to "Fortune Road", there is an institution seat today, which also occupies the seats on the dragon and tiger list of the five listed stocks, and all of them are on the list as the main buyer seat of the buy one position.

The stocks listed by this institution are "LeTV, Huayi Brothers, Crystal Optoelectronics, Wentou Holdings, and Ciwen Media". The amount of buying funds can reach more than [-] million.

Especially on the stock LeTV.

The institution's net purchase amounted to 3.29 million, of which 3.99 million was bought and about 7000 million was sold.

"Oh my god, today's data on the Dragon and Tiger Rankings is really explosive!"

After the market's dragon and tiger list was fully refreshed, all trading seats, and the stocks listed on the list were disclosed, the entire market gathered a large number of retail investors on various online stock exchange platforms, and the discussions exploded instantly.

"Sure enough, Mr. Su's seat of 'Fortune Road' showed up again, and he took the initiative to buy a popular concept stock in the field of 'big infrastructure', haha...Look at Mr. Su's 'Fortune Road' buying in Beijiang yesterday After the stock of CCCC, the trend of Beijiang Communication Construction today, it is estimated that tomorrow Shanghai Construction Engineering will definitely copy the trend of Beijiang Communication Construction today."

"I didn't expect Mr. Su's 'Wealth Road' to still sell stocks in the 'film and television media' field!"

"Although President Su is still selling LeTV and Huayi Brothers, the sales volume is still much lower than yesterday."

"On today's Dragon and Tiger list, the seat of that institution is more explosive than Mr. Su's 'Wealth Road'. Fuck it, it directly bought LeTV's 3.29 million chips. It's against the sky."

"This institution that has become President Su's 'Fortune Road' rival, should it be the one that took over President Su's bargaining chip yesterday?"

"There is no doubt that it is the seat of the institution yesterday."

"How bullish is this institution on the 'LeTV' check? It's simply increasing its position regardless of the cost."

"This institution is not only optimistic about the 'LeTV' check, but the entire 'film and television media' sector. Less."

"Generally speaking, Mr. Su is mainly optimistic about the direction of the market, which is still the field of 'big infrastructure', and this organization is really smashing the line of 'film and television media'."

"Today's data on the Dragon and Tiger List, can it show that the market's main funds are still very different in the direction of the market's main market development?"

"It must be able to explain!"

"This kind of divergence is not only manifested on the disk, nor is it manifested in the data of the market's dragon and tiger rankings. It is also manifested offline today. At the offline investment strategy meeting in Shanghai, various institutions and groups expressed that He is optimistic about the "growth stocks" in emerging industries, while Mr. Su publicly stated that he is still optimistic about the direction of the main board's "big infrastructure". This kind of obvious difference in the main funds of the two parties is really rare."

"It's just that I didn't expect that in this round of institutional groups, they are not just talking empty words, but are really investing in real money."

"In terms of the intraday market trend, it is indeed a pattern of 'Shanghai is weak and deep is strong'. With such a huge difference, is it better to be with President Su, or to sing more 'growth stocks' with these institutional groups based on the actual situation of the market trend? How about a better direction? Hey..."

"It must be the same as Mr. Su's 'Wealth Road'!"

"But the line of 'big infrastructure' has indeed not been pulled up in the past two days."

"That's also related to Mr. Su's 'Wealth Road'. After all, Mr. Su has never missed anything in terms of market trading operations and major market judgments since his debut."

"If you want me to say, wait for a while, and wait until the market becomes clearer before making a move."

Amidst the heated discussions, more and more investors began to understand the real differences in the market, and began to adjust their trading strategies based on their own understanding of the market. And it is biased towards a certain main line.

And at this moment, as the core main institution discussed by the majority of investors in the market.

Inside Yuhang Investment Company, in the trading room of the main fund, Li Meng, the fund manager, after reading the data of the market's dragon and tiger list, counted the total net purchases of the seats of the institutional seats that made large-scale purchases on the dragon and tiger list. Surprised and said: "This institution has a total net purchase fund of 5.11 million in these stocks. This is only the purchase volume shown on the list. The amount of chips to enter should be at least 2 to 3 times that disclosed on the list."

"Combined with the news of the offline investment strategy conference in Shanghai today, it seems that some major institutional groups are determined to use the line of 'conceptual growth stocks' in emerging industries to open up the market's subsequent market space, so as to Avoid our leading direction of 'big infrastructure'." After listening to Li Meng's report, Su Yu stared at the data of the two cities' dragon and tiger rankings, his eyes became sharper and sharper, "Since they are not willing to take the initiative to carry the sedan chair for us , then let them cling to the line of "conceptual growth stocks" and completely miss the market breakthrough trend!"

(End of this chapter)