The investment era of rebirth

Chapter 529 Competition for Market Dominance ([-])!
"Originally, the two lines of 'smartphone industry chain' and 'Internet software' are almost meaningless in terms of market logic." Zhang Jianping continued, "There is still a big difference between the primary market and the secondary market. Investments in these two fields are very hot in the primary market, but in the secondary market, there have been so many rounds of speculation in two or three consecutive years. When the chips in this field of the market have not fully settled, I want to speculate again. The continuous huge market, not only will the market’s expectation space not be opened, but also the continuous upward pressure on the disk, and the required incremental funds will become larger and larger.”

"It's the line of 'film and television media'..."

Zhang Jianping's eyes flickered, and after pondering for a long time, he continued: "The favorable direction of the policy has actually already leveraged the fundamentals of this field, and the expectations and hype sentiments are also sufficient. It stands to reason...according to normal The development of the market, this field, should be able to get out of a wave of more sustainable market."

"However, today's wave of institutional groups' continuous aggressive hype in this field seems to be too 'ugly', which destroys the natural development of this main line of emotion, and also destroys the progress of the overall bargaining chip structure of this line. It’s the selling force that maximizes potential profit taking on this line.”

"The key is that after this potential profit-making selling force is lured out, if this line can take advantage of the trend to make a larger adjustment, digest this selling force, reorganize the bargaining chip structure in this field, and let the optimistic about this line If there is a better intervention point for a series of funds, the market could have continued. However...according to the development of the current market situation, as long as this line is adjusted, I am afraid that the funds of the 'Yuhang Department' will be lost in the market. The field of 'big infrastructure' will exert its strength in an instant, leading the market to the direction of the main board."

"And this forced the main institutions that dominate the main line of the market to continue to pull the market and squeeze the short upwards."

"It can only be used to forcibly clean up the chip structure on the market through this method of overdrafting expectations and overdrafting the amount of funds to follow suit, with high turnover and continuous expansion of trading volume."

"However, under the overall market structure of the stock game."

"Such a waste of funds, continuous short-squeeze, and the incremental funds that dare to continue to relay at high positions will not increase. On the contrary, with the continuous high turnover and the expansion of trading volume, it will prematurely consume the core of this mainline field." The strength of the main capital, which leads to the strength of capital that dares to undertake at a high level, will continue to weaken, and eventually the disk will not be able to undertake it and fall into a fierce and huge adjustment trend.”

"Indeed!" Lao Liu nodded in agreement when he heard Zhang Jianping's incisive analysis, "The market as a whole has undergone adjustments to the unilateral downward trend in May and early June. On the whole, the willingness of the majority of investors in the market to take over the market, and even their investment confidence, has not returned to the stage at the beginning of May."

"It's not just that it hasn't recovered to that stage, it's even far from it." Zhang Jianping emphasized.

Lao Liu smiled and nodded, continued to nod, and continued: "So when the overall market sentiment has not recovered and confidence is low, this group focuses on the fields of 'smartphone industry chain', 'Internet software', and 'film and television media'. In essence, the main institutional group of the strong short-squeeze really made a wrong calculation.”

"same……"

Lao Liu paused for a moment, thought for a moment, and said: "Once these main institutions can't support the market and can no longer forcefully squeeze the short upwards, I am afraid that these lines will instantly fall into a huge adjustment and shock, and the market will The direction of the wind also has a high probability that it will quickly reverse the direction of the main board's "big infrastructure", "military industry", and "Internet finance" and other popular main line fields dominated by the "Yuhang system" in the early stage."

"It's not a high probability, but it will definitely turn in this way." Zhang Jianping said, "The funds of the 'Yuhang Department' are deployed in the macro direction of the market, and their vision is really higher than that of the concept growth stocks flocking to the Shenzhen market. ’ There are too many, too many anchor institutions in the field.”

Hearing this, Lao Liu smiled, and said, "It's not like you don't know the people of public funds. It's normal to have uneven levels. In fact, this stock focuses on the field of 'film and television media', which has attracted the attention of the Shenzhen Stock Exchange." The main line of concept growth stocks is to forcefully squeeze the market, and guide funds from all walks of life in the market to gather in this field, and this main fund that has formed an obvious opponent with the 'Yuhang Department', in my opinion... is already very powerful .”

"That's true..." Zhang Jianping said with a chuckle, "Mr. Liu of the 'Pingyin Assets Management Department' is indeed a figure in the industry."

Lao Liu laughed and said, "How is it better than you?"

Zhang Jianping responded with a smile: "He has tens of billions of capital in his hand, and he can leverage the market with his own strength, causing earth-shaking changes in the market. Naturally, I am not as good as that."

"If you want to develop into the asset management industry, it won't be too difficult to open a private equity fund like Mr. Su from the 'Yuhang Department' and accept investors' funds, with a scale of tens of billions." Lao Liu smiled to Zhang Jianping Wearing a high hat, "In the entire A-share market, there are not many who can see the market trend as clearly as you."

Zhang Jianping shook his head and responded, "Forget it, that would be too stressful, and it's far less relaxed and comfortable than it is now."

His personal wealth has already reached the level of wealth freedom in many years of market transactions. In addition, as he grows older, he has become indifferent to many things, whether it is the pursuit of wealth or the pursuit of wealth. The pursuit of personal fame, fame, and desire are not enough to support him to develop in the asset management industry.

As the two discussed market conditions...

In the passage of market time, the majority of investor groups are also arguing endlessly about the discussion of market conditions.

Among them, various institutional groups, as well as market speakers such as financial institutions and financial media websites, are still optimistic about the overall market situation at length, and they are still optimistic about the market outlook, almost unanimously starting to be optimistic about emerging economic industries. The follow-up market development of the two main lines of 'smart phone industry chain' and 'mobile Internet'.

And under the influence of these voices, as well as the strong influence of the two main trends today.

Many new retail investor groups in the market have also been greatly affected. They still have great expectations for the market outlook for these two major areas, as well as the continuously rising "film and television media" field, and feel that these strong concept sectors , Strong stocks can continue to rise and continue to be strong.

However, there are still huge differences in market sentiment, and the heat of market discussions continues to rise.

Now offline, after the offline investment strategy meeting in Shanghai...

Liu Ziliang of the "Pingyin Asset Management Department" has already relied on his personal connections to act as the host himself, and has attracted managers of many similar domestic institutions with considerable asset management scale, further discussing his views on the follow-up market trend of the market, and at the same time Discussing how to further snipe the funds of the 'Yuhang Department'.

"Mr. Liu, your institution bought a lot of chips today, right?" At the banquet, Mr. Shan of Huarui Public Fund Company said with a smile.

Liu Ziliang responded with a smile: "No, I just bought a little bit."

"Mr. Liu is really generous. Being in the magic city, he can command remotely and make the fund earn tens of millions of profits in a day." E Fund's Mr. Gao also boasted with a smile, "LeTV's move today , the pull is really shocking, it makes people have to believe it!"

Liu Ziliang coughed lightly, and then said with a smile: "LeTV's check, although we are the leading financial force today, this check can finally go like this, and the daily limit is sealed, it is also the joint efforts of the main institutions in the market. We 'Pingyin Asset Management' dare not take the credit."

"However, the prospect of LeTV's check, whether in terms of fundamentals, performance, or conceptual imagination, is indeed really good." Mr. Ning from the Strategic Investment Department of Huaxin Securities said with a smile, "If it weren't for Mr. Liu You took the lead, we are also very jealous of this stock bargaining chip!"

"Haha..." Liu Ziliang laughed loudly, raised his glass with Mr. Ning with a smile, and continued, "If Mr. Ning doesn't mind, we can make a big deal, based on today's closing price of LeTV, How about a 5% premium deal?"

Boss Ning raised his glasses and said with a smile, "Boss Liu is cutting me off too!"

"Then how dare you?" Liu Ziliang laughed, "Give me ten guts, and I wouldn't dare to cut the leeks from the proprietary investment department of Huaxin Securities, Mr. Ning."

"However, the funds of the 'Yuhang Department' are still being sold today. It's really unexpected!" While the two were joking, President Shan of the Huarui Public Fund had some worry on his face. Using the seat of 'Fortune Road' to trade will have a great impact on market sentiment, we don't know how many related chips he has in his hand, if he keeps selling, it will still be quite a big pressure on the market in our expected direction!"

Liu Ziliang smiled and said: "It's okay, the more he continues to sell, the more we will continue to pull the market, as long as the majority of investors in the market realize that this fund seat is not a 'market investment god', only the 'Wealth Road' seat If his undefeated golden body is shattered, then the funds of the 'Yuhang Department' will have nothing to rely on."

"Also, look at the market trend today..."

Liu Ziliang paused, and continued: "The line of 'big infrastructure', which is heavily held by the 'Yuhang system', obviously has some problems in the trend, and the bargaining chip structure has also begun to re-disperse. Unsurprisingly, the stock index has been slow to stand still. Stabilized at 2300 points, the pattern of 'Shanghai weak and deep strong' continued for another two days. The market originally gathered in the main line fields such as 'big infrastructure' and 'military industry', as well as other sectors such as 'traditional finance', 'consumption', and 'medicine' , 'Nonferrous cycle', 'coal' and other fields of active capital groups, and even free bargaining chips gathered in these fields without strong confidence in holding shares, should all change their expectations and thinking, and we are all attracted to the "concept growth stocks" of the Shenzhen Stock Exchange This big main line field comes up."

"As long as the market really completes the style switch of the main market..."

"Then, the pattern of 'Shanghai is weak and Shenzhen is strong' will continue."

"In this way, more and more funds will be gathered to support our chips in this field and help us expand our profits."

"In other words, wouldn't doing this be better than passively giving the 'Yuhang Department' a stake of tens of billions of chips in the 'big infrastructure' field, and having a strategy of being smashed and harvested by the other party at any time?"

"That's naturally Mr. Liu's strategy, which is obviously much better." Yi Fangda's Mr. Gao said with a smile, "Everyone is in the same place. If you want to eat alone, no one is willing to follow suit." Yu President Su of the Aviation Department has talent, but his operating style is just too arrogant."

"What is the root cause of the rise and fall of the stock price? It is not driven by funds." Mr. Ning of the Investment Strategy Department of Huaxin Securities said, "This Mr. Su of the 'Yuhang Department' is indeed too young. The individual stocks and the main line of the market, if there are expectations, performance, and stories, they will definitely rise? Dreaming!"

"Indeed." Mr. Shan nodded and said, "Among the A-shares, there are performances, expectations, and stories, but the stocks whose stock prices remain unchanged for thousands of years, there are not many stocks, and there is no continuous promotion of real money. I don’t believe it is only in a dream. After everyone understands it, the amount of funds of his family’s “Yuhang Department” can drive the market value of the entire “big infrastructure” worth trillions, and can independently lead the Shanghai Stock Exchange to break through? "

"Hey, as far as the main board is concerned, the 'national team' can't move it, let alone the funds of the 'Yuhang Department'." Mr. Gao of E Fund took the words and continued, "This Su from the 'Yuhang Department' In short, if you didn't show all the cards in your hand before, everyone might have followed in a daze, but now... since this fund has already shown all the cards in your hand, the line of 'big infrastructure' is mostly It's hopeless."

"In the direction of the weight of the main board, has there really been hope in the past few years?" Mr. Shan responded, "Nowadays, the investment trend in the industry is surging. In fact, everyone is relatively optimistic about these concept growth stocks in the emerging economic field. Let me say …The previous investment thinking should have been thrown away long ago.”

Hearing this, Mr. Ning from the Investment Strategy Department of Huaxin Securities nodded his head hastily, and said: "Indeed, the investment trends in the industry are indeed generally changing. The overall wind direction can be seen from the shareholding details. In the past year or so, in the direction of the weight of the main board, the weight of positions held by various institutions in the industry has been decreasing. However, in the main line of "concept growth stocks" in emerging industries, the positions held by various institutions Basically all are rising, which is why the market is in a pattern of 'Shanghai is weak and Shenzhen is strong' at other times except for the short-term market after the wave of direct positive stimulus in April and early May. It can be said... The market pattern of 'Shanghai is weak and deep is strong' is the norm, while 'Shanghai is strong and deep is weak' is obviously abnormal."

(End of this chapter)