The investment era of rebirth

Chapter 534 Competition for Market Dominance (23)!

"Okay!" Chen Shen replied, "However, based on the divergent trend patterns of the main lines of 'Apple Concept', 'Internet Software', and 'Film and Television Media' shown in the market at the moment, we are afraid that we are in this position alone. It is difficult to support the market and maintain a strong shock pattern!"

Speaking of this, Chen Shen paused, thought carefully for a moment, and then said: "Mr. Liu, Mr. Gao from E Fund, Mr. Shan from Huarui Public Fund, and Mr. Ning from the Investment Strategy Department of Huaxin Securities. Mr. Gu from the self-operated investment department...can they assist you?"

"After all, the market development of the main line of "conceptual growth stocks" in the Shenzhen market is still related to the common interests of everyone."

"The hard work of luring, pulling, and protecting the market can't be done by our 'Pingyin Asset Management Department', can it? And... there are several core concept stocks. It is easy for us to continue to increase our positions and buy them." It’s going to hit the signboard line.”

Hearing the complaints in Chen Shen's words, Liu Ziliang pondered for a moment, and responded: "Okay, you make a trading plan first, and I'll call."

After speaking, Liu Ziliang turned around, took out his mobile phone, and dialed the numbers of several other organization allies.

And following his contact, at this moment, Liao Guanghua, the general manager of Yanjing and Huashang Securities' self-operated investment strategy department, is watching the opening of the two cities, and is also issuing orders to each of its self-operated funds and its related trading teams. The new trading strategy is to continue to increase the bargaining chips in the direction of "big infrastructure" after the market officially opens.

Same, same time.

Facing the same market opening situation, Yanjing Anlan Fund Company, Shanghai Xinan Financial Company, Shenzhen Xinniu Fund Company, Shanghai Zexi Investment Company, Yuhang Anzhao Fund Company, Yuhang Jingda Investment Company, Yuhang Minghui Capital The company... and other major market institutions are also adjusting their trading strategies in due course.

And at this moment, the majority of retail investors in the market...

Everyone stared at Liang Si's opening situation, which was temporarily frozen, especially at the "e-commerce" concept sector that has suddenly emerged in the call auction, with both doubts and excitement in their minds.

"Who can tell me, what's going on with the trend of the concept sector of 'e-commerce'?"

"It seems to have become stronger all of a sudden!"

"It wasn't all of a sudden. Jinzheng, Changliang Technology, Yinjie Technology, Hengsheng Electronics, Huake Jincai... and so on in the field of this concept sector have gone very strong."

"Aren't the votes you mentioned just now the concept of 'Internet Finance'?"

"The concept of 'Internet Finance' and the concept of 'E-Commerce' are inherently related, right? Many votes in the field of 'Internet Finance' are dual concept attributes, and in my understanding, 'E-Commerce' originally belongs to' A type of Internet finance'."

"There are still differences, but these two concepts are indeed very closely related."

"It's not that there is a difference, but there is an essential difference. Today, the concept of 'e-commerce' has suddenly emerged in the call auction. In fact, the most prominent concept of individual stocks is not the highly related 'Internet finance', but 'E-commerce' and 'retail'!"

"Hey...it seems to be true!"

"In the call auction, individual stocks with strong changes, such as Toocle, Edifier, Huabao New Energy, Pegasus International, Jinling Xinbai, Sanjiang Shopping, Xinhuadu, Small Commodity City... these stocks are really 'e-commerce ' and 'retail' have more conceptual attributes."

"The 'retail' industry sector has been rising all the way, reaching No. 2 in the market's industry growth list."

"Even though the real logic is 'e-commerce' and 'retail', why did these two concepts explode suddenly?"

"I heard that 'Ari Baba' is going to be listed. It should be caused by this news, right?"

"Is there any clear news? When is the news!"

"Just now, there are market rumors that 'Ari Baba' will officially enter the U.S. stock Nasdaq market in August or September at the latest, and...according to the rumors, 'Ari Baba' will be listed on the U.S. stock market at the last time of the institution. In the polling price, the valuation has increased a lot from the original, reaching at least 8 billion U.S. dollars!"

"$2000 billion? Fuck...you're not mistaken, such a high valuation!"

"I don't know if it's true or not."

"No matter if it's true or not, the market's hype and expectations in this regard must have existed."

"No wonder, no wonder the line of 'e-commerce', at 9:19, suddenly pulled up, and became the most violent conceptual sector in the entire bidding process of the two cities today."

"Damn it, the check for 'Hengsheng Electronics' has been trending so sharply in the past two days, is it also speculating on the concept of 'Ari Baba'? After all, the actual controlling party of this check is really the 'Ari Baba' group. "

"I said, it turns out that this check follows this logic."

"Hey, big money, it really is always foresight. I said why this check suddenly attracted Mr. Su's 'Fortune Road' and Mr. Zhang's 'Four Seasons Road' to participate together, so it's like this..."

"Oh, my God! As soon as this related news came out, I feel that the two lines of 'Internet Finance' and 'E-commerce' are going to explode today!"

"Inevitable, a valuation of 2000 billion US dollars, what a concept!"

"According to this valuation, if 'Ari Baba' is successfully listed, Mr. Ma Yun will become the richest man in China, right?"

"It's possible, it feels like an explosive hype opportunity is coming!"

"In the entire big A market, is there a pure 'Ari Baba' concept stock?"

"Except for 'Hengsheng Electronics', there seems to be nothing? This check really has the concept of scarcity and uniqueness in the market. No wonder it was quickly increased by President Su and Zhang Mengzhu in the early morning, and it is no wonder that this check will go so strongly in the past two days. .”

"Hey, it's not easy to participate if there are no beneficiary stocks that directly control or participate in the shares."

"Why is it difficult to participate? Under the influence of such a high market valuation of 'Ari Baba', it will definitely increase the valuation of other similar domestic business stocks in disguise, as well as the stock valuation of the entire 'e-commerce' and 'online retail' related companies. It’s worth it, staring at the line of ‘e-commerce’, that’s right!”

"Fuck, indeed, the valuation space of the stocks of the entire domestic 'e-commerce' and 'online retail' related companies has completely opened up, and the expected space has come out!"

"So, the line of 'e-commerce' is promising?"

"There is definitely a lot to do!"

"Chasing, chasing positions, you must chase positions at the opening of the market. The line of 'e-commerce' has just been speculated. As long as you can buy it as soon as the market opens, there is definitely a lot of room for growth."

"The closely linked 'Internet Finance' line is also good."

"Yes, yes, after the hype logic of 'Hengsheng Electronics' is clear, with the blessing of the dual seats of Mr. Su's 'Fortune Road' and Mr. Zhang's 'Four Seasons Road', it will definitely continue to go up, and as long as 'Hengsheng Electronics' Opening up the space, it will naturally drive other similar main business 'Internet finance' concept stocks."

"Haha... I feel that profits are already waving to me."

"The lines of 'Internet Finance' and 'E-Commerce' will definitely be the concept sectors with the lowest risk of following suit in today's market."

"The main funds of all parties in the field will switch between high and low in these two fields?"

"I'm sure, 'Film and Television Media' and 'Apple Concept', two concept sectors that performed strongly yesterday, look at today's collective bidding trend, and you know that today's trend will inevitably diverge, and you can't catch up anymore. There are these two lines Everyone who has relevant bargaining chips, it is best to lighten up your positions here."

"I don't dare to follow LeTV anyway."

"Huace Film and Television is blowing up. The line of 'film and television media' has been rising for so many days in a row under the favorable conditions. Today, it is likely to be adjusted. However, this line... In the medium and long term, I am still relatively optimistic. "

"There are a lot of popular stocks in the field of 'big infrastructure', and today I feel that the trend will also diverge."

"Huace Film and Television's bombing, stopping at the height of the third board, shows the height of the market hype at this stage, and it can only be like this. It is inevitable that the trends of the popular stocks that have been strong in the past few days will diverge. At this time... the last A prudent trading strategy is by no means chasing up hot stocks in the early stage, but reducing positions on stocks with obvious differentiation, and chasing new hot concept stocks that have just risen from low positions, have hot spots, and have expectations."

"Hey, the height of the market hype has stopped at the third board, and it feels that it is still lower than expected!"

"Yes, at first I thought that Huace Film and Television could reach the height of the fifth board, after all, it is the most expected concept leader in the two cities, but I didn't expect... The overall collective bidding trend is so weak today, I am really disappointed! "

"Maybe the check will be resealed today?"

"It's difficult, and the 'film and television media' sector showed signs of being forced to pull the market yesterday. If it is forced to close today, it is estimated that the overall follow-up effect will not be large. I feel that the main funds in the market will not take risks on the market of this stock. , It is easier to unblock this stock than to hype the popular core concept stocks in the field of 'e-commerce'."

"It mainly depends on the situation... There is also a risk of adjustment in the market today. In this case, the market adjustment, expectations and sentiments are not high, so naturally in the intraday trading, you should not excessively chase high and participate in large differences, risky Stocks that are higher and more difficult to close the board."

"Indeed, the risk of market adjustment today is extremely high!"

"If it doesn't go up, it goes down. The Shanghai stock index has been unable to stand firmly at 2300 points, so it can only be adjusted downwards to find support and re-accumulate the strength to go long."

"To be precise, it is to look for support downwards and clean up a wave of floating chips, right?"

"The meaning is almost the same!"

"The opening of the index today is indeed a bit lower than expected, but fortunately, the overall profit-making effect of the market is not bad. As long as the two lines of 'Internet Finance' and 'E-commerce' can be stabilized today, they can undertake the active follow-up of other market main line adjustments. Funds, and play a profit-making effect in the intraday, the adjustment of the index today should not be too large, and it is estimated that the adjustment will be within a drop of 1 point."

"Don't doubt it, it will definitely be stable!"

"I am also optimistic that the two lines of 'Internet Finance' and 'E-Commerce' can undertake the process of 'high-low switching' in the market and further continue the market's money-making effect."

"Judging from the collective bidding process, the main funds of all parties in the market have been rapidly increasing their positions in these two directions, and the market will definitely not be bad after the market opens."

"Looking at the current soaring market discussions on these two lines, I know that the market will not be bad after the market opens."

"Pursue, pursue, must pursue..."

"Hey, grabbing chips after the market opens, it depends on your hand speed at this time."

"Hengsheng Electronics, Sanjiang Shopping, Xinhuadu... these few checks, I feel like I can buy them without thinking."

"Indeed, the popularity of these checks has soared so fast, especially the check for 'Sanjiang Shopping'. It feels like it will go straight to the daily limit at the opening!"

In the extremely intense discussion among the majority of retail investors in the market.

At the same moment, in a private villa in Yuhang, Zhang Jianping stared at the market of the two markets that will officially start trading in 2 minutes, and smiled to his companion at the side, Mr. Liu at the seat of 'Beiyuan Avenue': "This news The spread is really fast, and in just a few minutes, the hype logic of 'Hengsheng Electronics' and the entire conceptual field of 'e-commerce' and 'e-commerce retail' has been sorted out."

"Hey..." Mr. Liu laughed and said, "In the stock game market, there are no rookies and fools who are still active in the market. In addition, some people deliberately spread and disclose news. The market is so It is reasonable to react quickly."

Zhang Jianping thought for a while, nodded slightly, and responded: "Indeed!"

"As soon as the relevant news spreads and the market reacts, the two lines of 'Internet Finance' and 'E-Commerce' should replicate yesterday's market trends of 'Apple Concept' and 'Film and Television Entertainment'." Mr. Liu continued, "However, the size of these two lines is not large. Even if they can make a strong attack and attract a large number of active follow-up funds, they should not be able to support the market."

Zhang Jianping smiled, and responded softly: "It doesn't matter, as long as these two lines move, attracting the accumulation of active follow-up funds in the market, then the "concept growth stocks" such as 'Apple Concept' and 'Film and Television Entertainment' in the Shenzhen market will It is difficult to create a continuous market space for other conceptual sector fields on the main line.”

"And as long as the majority of investors in the market have broken their expectations for the continuous market expansion of the main line of "conceptual growth stocks" in the Shenzhen market, they understand that the market conditions are actually undergoing rapid rotation adjustments, and they do not develop with a certain main line as the core. If so... the market hype sentiment will sooner or later return to the direction of the main board, especially the direction of the main line of "big infrastructure" in the direction of the main board."

"In short, these two strands of 'gods' in the arena right now!"

"What is fighting is market sentiment and expectations, not short-term market conditions and room for making money."

Mr. Liu heard Zhang Jianping's opinion, his heart was moved, and he had to sigh with emotion: "It seems...the other party has high ambitions, hey...we are still old, and the investment and transaction structure is no longer as good as that of young people today. "

Hearing this, Zhang Jianping laughed, and said, "In the entire market, there are not many who can match this capital structure. We... don't need to belittle ourselves."

"Now that you have seen the high probability market changes in the market..." Mr. Liu asked, "How do you plan to operate?"

Zhang Jianping's eyes flickered for a moment, then his eyes became sharper, and he said with a smile: "Lao Liu, let's...how about taking a big bet?"

(End of this chapter)