The investment era of rebirth

Chapter 533 Competition for Market Dominance (22)!

"I also feel that this line, today's heat will definitely not be low."

"In the direction of the main board's 'big infrastructure', it is obviously not ready to go. Other major growth stocks such as 'Apple Concept', 'Mobile Internet', and 'Film and Television Media', the main line of growth stocks, continue to rebound sharply after concentrated heavy volume, which is also quite Strenuous, so... as long as there are new hard logic hype hotspots in the market, it will definitely attract active funds from all parties in the market to follow the trend and switch the market from high to low."

"In the line of 'e-commerce', which stock has the most potential?"

"Since the logic behind it is the concept of 'Ari Baba', it is best to have the strongest connection with the business of Ari Baba, or because of the listing of Ari Baba, the related stocks that will directly benefit have the most hype potential and stock price Explosive potential."

"According to this logic, there are really not many in those two cities."

"But there are quite a few concepts of 'e-commerce'. If you think about it carefully, there are still a lot of votes that can be speculated."

"Business treasure, Edifier, Huabao Xinneng, Sanjiang Shopping, Xinhuadu, Pegasus International, Small Commodity City, Jinling Xinbai...the concept of 'e-commerce' is not bad, and they are all pure. "E-commerce" concept stocks, coupled with the drive of a large number of stocks such as "Hengsheng Electronics, Jinzheng Stock, Yinjie Technology, Huake Jincai, Sunlight Technology...", overall, there is still a lot to do."

"Holy shit, Sanjiang Shopping's collective auction price increase continues to increase, has it increased by more than 5 points?"

"This check is not big, and the K-line is in good shape. It is really easy to explode when it suddenly catches the hype."

"The main reason is that this has increased by 5 points, and the pressure on the disk has not expanded much."

"This stock has been adjusted for too long. In terms of the current chip structure, there should be no free chips, right? As long as it does not touch the core locked-up chip area where a large number of locked-in stocks gather, it feels that the upward pressure is not great, and it is easy. It can pull up.”

"New Huadu, Pegasus International, Rambler, Jinling Xinbai... are all changing!"

"In the line of 'e-commerce', the signs of main funds following suit are becoming more and more obvious."

"It's better to act than to be moved. The concept stocks in this line have a strong linkage with a large number of stocks in 'Internet Finance', and they can be followed."

"Haha...Follow up the operation, the big order will be bought!"

"'Sanjiang Shopping' here I come, I hope the main funds for the main attack will not be drawn too fast, save some soup!"

"Oh, my God! This line has risen so fast, and it has already squeezed out the 'Apple Concept' sector, occupying the top two positions among the concept sectors in the two cities."

"'Hengsheng Electronics' is still bidding upwards with explosive volume, this check will not be repaid by the daily limit today, will it?"

"Strong! Why didn't you notice this line yesterday? Hey... I want to cut LeTV's position to chase after it."

"It has to be said that the hot spots in the market are rotating really fast. Judging from the situation, the three lines of 'Apple Concept', 'Film and Television Media', and 'Internet Software' may not be able to do much today."

"Looking at the call auction trend of 'LeTV', I really don't expect these three lines to do anything. It would be good if we can maintain the strong volatility in the opening call auction. Anyway, these three lines cannot be chased today."

"Large volume and stagflation, whoever chases whoever is stupid."

With the rapid refresh of news in the main hot money group, and the rapid change of everyone's views...

The trading hours of the market have reached 9:23, and in the call auction situation of the two cities that has gone through earth-shaking changes, the two major industry sectors of 'electronic information' and 'retail' have already ranked among the top two in the two cities' industry sector growth lists. However, in the initial stage of call auction, the industry sectors of 'Internet software', 'Internet application' and 'Film and television media', which performed strongly, have retreated to the latter positions in the two cities' growth lists.

Similarly, the concept sector of the two cities rose on the list.

The two conceptual sectors of 'Internet Finance' and 'E-Commerce' went hand in hand, becoming the only two conceptual sectors in the entire market that bucked the trend. Both the emotional heat and the participation of the market's main funds are gradually decreasing.

In each industry sector and concept sector, the trend of the corresponding popular core stocks also changes with the index of the industry sector and concept sector to which they belong, and the differentiation trend is more obvious.

"President Su, let's pull the line of 'E-Commerce', it really has a more obvious effect!" At the same moment, inside Yuhang, Yuhang Investment Company, and in the trading room of the main fund, Wang Can was closely watching the changes in the two markets, hehe With a smile, he put a sum of funds in the trading account under his control into the market of 'New Huadu' in the form of a main buy order, and said, "Obviously, a lot of active funds in the market have been pulled by us. The line of 'E-Commerce' has been attracted, and correspondingly... the sentiment before the market is hot, and the indexes of 'domestic software', 'Apple Concept', 'film and television entertainment' and related hot concepts have opened sharply higher Stocks, it's all going down."

Listening to Wang Can's report, Su Yu stared at the trading market of the two cities with piercing eyes, and responded: "Continue to invest funds to induce the line of 'e-commerce', we must not relax, we must put 'domestic software', ' In the fields of Apple concept' and 'film and television entertainment', the positions are not firm, and the funds with the desire to stop profits, as well as the short-term active fund groups who have hesitated to follow the trend in the entire market, attract Come to the line of "e-commerce" and use this line as a breakthrough to deepen the differentiation trend of the major sectors of "domestic software", "apple concept" and "film and television entertainment", and finally make some core players in the field The idea that funds want to use these lines as a breakthrough to promote a consistent change in market expectations in this regard has completely failed."

Since the line of "big infrastructure" is not yet ripe, it cannot be pulled temporarily.

At the same time, the majority of investors in the market are not emotionally strong enough in anticipation of the main board of the Shanghai Stock Exchange Index.

In terms of strategic direction, he can only start with the two lines of "Internet Finance" and "E-commerce", and first differentiate the internal expectations and corresponding hype logic of the big main line of "conceptual growth stocks" in small and medium-sized caps, so that The lines of 'domestic software', 'apple concept', and 'film and television entertainment' cannot form a consensus expectation, and cannot continue to attract incremental funds from the market and open up market space.

As long as he restrains the direction of some core main institutions that snipe at their 'Yuhang Department' holdings, he divides the opponent's power to drive market sentiment and the hype of the majority of follow-up funds.

Then, even if the market rotates in the short term, it has not returned to the main line of "big infrastructure" that their funds hold heavily.

Even if the Shanghai stock index fully stands at 2300 points, there are still many resistances.

Then they have grasped the initiative of market changes in a disguised form, and can gradually lead the mainline market back to the main line of "big infrastructure" in the continuous rotation of market conditions.

all in all……

As long as the majority of investors in the market are constructed with a rapid rotation of market hotspots, and small and medium-cap concept growth stocks do not have the ability to continuously break through the market trend, then the so-called psychological hints and investment expectations of "Shanghai is weak and deep is strong" will not be true. Self-defeating, but with the passage of time, in the fields of small and medium-sized concept growth stocks with the most rapid main capital guidance such as Apple Concept', 'domestic software' and 'film and television entertainment', the market trend of small and medium-sized concept growth stocks has become more and more differentiated, and the profit-making effect has become more and more serious. As the situation becomes more and more sluggish, funds from all walks of life will naturally shift to directions with more money-making effects and hype potential.

And at that time, if you pull the main line of "big infrastructure" and gather emotions and money-making effects, you will not be afraid that there will be no funds to follow, and you will not be afraid that you will not be able to open up room for improvement.

"Okay!" Wang Can and several other trading team leaders in the trading room responded one after another.

Afterwards, each group quickly continued to rely on the available circulating funds in their hands to stimulate the trend of the core concept stocks in the "e-commerce" sector and attract more market active funds to follow suit.

And under the deliberate stimulation of the funds of the entire 'Yuhang Department'.

At 9:24, the 'E-Commerce' sector index rose by more than 1%, among which the stock prices of 'Sanjiang Shopping, New Huadu, and Business Treasure' rose steadily, and they all exceeded the 5% increase mark.

At the same moment, the 'Internet Finance' concept sector index broke through to 1.2%, of which 'Hengsheng Electronics' opened 6.1% higher, Jinzheng shares, Yinjie Technology, Changliang Technology, Huake Jincai...etc. Opening higher ranged from 1.5% to 3.5%.

Likewise, at this very moment.

Investors in the two cities who opened sharply higher were concerned about the top ten small and mid-cap concept growth stocks, but they quickly increased in volume and fell. Among them, LeTV’s sales orders increased by 2000 lots per minute, and the stock price has fallen back to a 2.75% increase. Location.

And 'Huace Film and Television', the leading stock in the field of 'film and television media', has set three straight boards.

At this moment, the stock price has plummeted, the stock price is fixed at around 6.5%, and the call auction orders on the market have skyrocketed to 4.68 lots.

As for a group of stocks such as 'Wangsu Technology, Huaguo Software, Inspur Information...', etc.

At this moment, it has fallen into a trend of flat opening or slightly lower opening, and it has completely lived up to the strong performance at the beginning of the call auction between the two cities at 9:15.

Of course, when the major concept sector indexes of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', which performed strongly yesterday, and related core concept stocks have all fallen, and the active selling orders on the market have increased sharply, the direction of the main board The trend of core industry sectors such as 'infrastructure', 'military industry', 'traditional finance', 'non-ferrous cycle' and 'medicine', as well as the corresponding concept sector trends, are not much better.

Finally, at 9:25, the call auction of the two cities ended.

Except for the two conceptual sectors of 'Internet Finance' and 'E-Commerce', there is no concept sector or industry sector with a higher opening margin of more than 1% in the entire market.

And compare the pre-market and the call auction situation in the two cities before 9:20.

The opening scene at this moment is obviously lower than the expectations of the majority of investors in the market. At the same time, the investment sentiment and capital follow-up enthusiasm reflected in the market trend are completely inconsistent with the previous hot expectations and emotional signs.

According to the market opening scene that finally emerged...

Of the nearly 2000 stocks in the two cities, only more than 800 stocks opened higher in the red market. The rest either opened flat or opened slightly lower. The difference in expectations is particularly huge, and everyone has extremely high expectations before the market. And the expected so-called 'small and medium-cap concept growth stocks' field.

In the field of "small and medium-cap concept growth stocks" in the two cities, it ranks among the top 20 core concept stocks in the market.

The red plate opened higher, less than half.

Among them, in the entire call auction, those stocks that can go up steadily and still show a strong state, except for the three checks of 'Hengsheng Electronics, Jinzheng Shares, and Yinjie Technology', other stocks cannot do it, especially ' Wentou Holdings, a popular leading stock in the so-called "film and television media" field, actually fell by more than 5 points in a straight line in the last half minute before the end of the call auction in the two cities, and opened directly to the bottom of the deep water by 3 points of decline.

Due to the poor performance of individual stocks and the collective bidding stage of the entire market, sentiment fell rapidly.

The performance of several major market indexes was also significantly lower than expected. The Shanghai Designated Index was at 2288.38 points, down 0.32%, while the Shenzhen Stock Exchange Index and ChiNext Index fell by 0.29% and 0.27% respectively.

Facing such an opening situation...

Before the market, they were very excited, and the majority of investors who thought that the market was promising today sighed inwardly, somewhat disappointed.

And at this moment, in the Shenzhen Stock Exchange, the trading center of 'Pingyin Asset Management', the trading room of the core main funds.

Chen Shen, the fund manager in charge of fund trading, frowned deeply when he saw the opening of the market. Some worries obviously surged in his heart, and he turned to the general manager of the company's asset management business who had returned from Shanghai to the company and was in charge of trading in person. The manager Liu Ziliang reported: "Mr. Liu, I feel that the market trend is not good. The mood is ebbing badly. In the hearts of market investors, expectations for market adjustment are getting stronger and stronger."

"and also……"

Chen Shen paused for a while, thought for a while, and spoke carefully before continuing: "The line of 'e-commerce' started too suddenly, attracting a lot of investors' attention and active funds in the field, I was thinking …If this line breaks out, it may not be conducive to our continuous market guidance on the main lines of 'Apple Concept', 'Film and Television Media', and 'Internet Software', nor will it be conducive to the implementation of our trading strategies."

"This line..." Hearing Chen Shen's words, Liu Ziliang frowned slightly, "Are there any clear benefits in the news?"

Chen Shen shook his head and said, "I haven't heard of it yet, but I don't rule it out."

"Let's execute according to our established trading strategy!" Liu Ziliang pondered for a moment and said, "The line of 'e-commerce' is not supported by basic logic, so it can't go far, and the overall market value of this line is not large, which can drive The current market is very limited, and the funds gathered here are estimated to be a wave of hype at most, and it will go away after a rapid rebound. We don’t need to pay too much attention to this direction. We should find ways to maintain the main lines of our main positions and use strong shocks Come to clean up the floating chips, take advantage of the short-term adjustment of the market, and re-gather the upward force."

(End of this chapter)