The investment era of rebirth

Chapter 535 Competition for Market Dominance (24)!

"What do you want to do?" Seeing the change in Zhang Jianping's eyes, President Liu hurriedly asked.

Zhang Jianping smiled and said: "The amount of funds carried by the two hot sectors of 'Internet Finance' and 'E-commerce' is really limited. On the line of "big infrastructure", it is better for us to choose a core stock on the line of "big infrastructure" and make a layout in advance until the market conditions and investment sentiment turn around..."

Before Zhang Jianping finished speaking, Mr. Liu smiled and said, "Old Zhang, you want to copy what you did on 'Huaxin Securities' back then?"

"I have long since lost the competitive spirit I had back then." Zhang Jianping replied, "It's just that the market has developed like this, and the subsequent market development is highly likely to be within our expectations, coupled with the 'big infrastructure' The medium and long-term investment logic of this line is really good, and the main fund of the "Yuhang Department" intends to lure and dominate the market, so it is a pity not to participate in a wave of market movement!"

"According to your thinking, it's a bit like giving a sedan chair to the funds of the 'Yuhang Department'." Mr. Liu pondered.

Zhang Jianping smiled and said: "In the trading market, investment logic and market trends are followed. In fact, it doesn't matter who lifts the sedan chair for whom, as long as it is the trading direction, it is the right direction, and the investment direction is in the market trend. The direction of development and some defects in the structure of the bargaining chip are not a problem."

"That's right!" Mr. Liu nodded slightly, and asked again, "Then which core stock do you think has a greater potential for speculation in the direction of 'big infrastructure', or which stock do you plan to use to make a layout?" Bar?"

Zhang Jianping responded with a smile: "What do you think of the 'Huaguo Railway Construction' check?"

"Typical blue-chip stocks with a large market weight." Mr. Liu said, "I don't see anything special about them, and the circulation is quite large. I'm afraid it's not easy to speculate."

Hearing Mr. Liu's words, Zhang Jianping didn't take it seriously, and continued with a smile: "Old Liu, your cognition is wrong. Although the check seems to have a large circulation, most of the chips are held by state-owned institutions and' In the hands of the national team, coupled with the accumulation of internal bargaining chips over the years, in the current position, the real circulating chips of this check are estimated to be not much more than ordinary stocks with a market value of tens of billions."

"As for performance imagination, concepts, stories, etc. will enhance future expectations and valuations..."

Zhang Jianping paused, and continued: "Thanks to the macro-policy guidance of the entire 'urbanization construction' and the favorable policies related to the 'speeding up of high-speed rail construction', it can be said that the business scale of the entire 'big infrastructure' field, and even such large-scale The revenue scale of state-owned enterprises and central enterprises, with the corresponding policy promotion and the continuous implementation of government-led investment projects, has a lot of room for imagination in terms of short-term and medium-term performance.”

"This is also the fundamental investment logic for the recovery of the entire 'big infrastructure' main line."

"As for the main line of 'big infrastructure', I am more optimistic about the 'high-speed rail construction'. After all, in this area, my country has reached the forefront of the world through continuous technology accumulation and project practice. Both domestically and internationally, they are quite competitive.”

"Furthermore, my country's current high-speed rail mileage is still lacking, and the future development space for new mileage is huge."

"This is the basic logic behind my optimism about the check of 'Huaguo Railway Construction'."

"Secondly, in terms of concepts, stories, etc., you should know how the domestic economy is trending recently. The New Silk Road, the reform and reorganization of state-owned enterprises and central enterprises, these...should be the inevitable implementation and long-term development direction."

"The economic development strategy of the New Silk Road can help our entire 'infrastructure industry' go global. In this regard, especially the construction of high-speed rail, it is particularly advantageous. Mr. Liu has not seen that recently my country's 'high-speed rail' has become a foreign diplomacy. An indispensable business card?"

"The reform and reorganization of state-owned enterprises and central enterprises has given opportunities and expectations for the injection of similar high-quality assets into the main body of listed companies."

"Just like the phoenix nirvana of 'Hudong Heavy Machinery' back then, under the background of 'deepening the reform and reorganization of state-owned enterprises and central enterprises', similar reorganization events will definitely continue to happen, and 'Huaguo Railway Construction' has a strong reputation in the whole country. Based on this general background policy, under the guidance of accelerating and increasing the securitization of related similar assets, the iron group is fully equipped with the expectations of reform and reorganization, which means that the potential concept of this check is definitely not low. "

"There are performance expectations, concepts and story imagination space, and the actual circulation is smaller than everyone expected."

"Combined with the entire 'big infrastructure' main line field, a series of other positives and the main fund lure resonate, this check has no reason and cannot be speculated."

"and……"

When Zhang Jianping said this, he paused again, looked at Mr. Liu who was getting more and more excited, and continued with a smile: "Through the first quarter report, and even last year's annual report data, we can see that the current gathering and lurking in this branch There is only one non-state-owned system main institution holding positions in stocks, and the holding data of this one is only more than 1000 million shares, less than 4000 million chips."

"From the first quarter to now..."

"The trend of this check, although there was a lot of volume at one time, has also experienced a wave of increases."

"However, from the current market data analysis, we already know that during this period of time, only the main force of the 'Yuhang Department' dominated this stock."

"But now, because of the funds of the 'Yuhang Department', I have made my key holdings a clear card."

"As a result, many major institutional groups have temporarily avoided the stocks that are the key positions of the 'Yuhang Department'. , there are no other large-scale main institutions lurking for the time being.”

"As for the main fund of the 'Yuhang Department'..."

"Their stakes in the entire 'big infrastructure' sector should be huge, and the check for 'Huaguo Railway Construction' should only be one of their heavy positions in this sector, and the priority attribute is not the strongest. In other words... If we take a heavy position in this stock and help increase its market, it should be obviously powerful for the overall layout of the funds and the motivation for holding positions in the 'Yuhang Department' stock. If it is not achieved, it will not easily smash our board."

"And the bargaining chips locked by the main institutions holding positions in the other state-owned assets system..."

Zhang Jianping smiled and continued: "It is obvious that the regulators need to further stimulate market conditions to alleviate market liquidity difficulties, improve market financing capabilities, accelerate new share issuance, and even establish a market basis for the subsequent implementation of the registration system plan, etc. , and there is no need to worry about large-scale selling in the short term by these main institutions that are obviously constrained by policies.”

"Without the obstacle of selling the corresponding main funds, we will not have to worry about the future when we pull the check."

"As for other retail investors' free chips..."

"In essence, these bargaining chips are still changing with market sentiment and stock price trends, and there are different people and different ideas, so naturally there is nothing to worry about."

"Old Zhang, your analysis...is really good!" After listening to Zhang Jianping's analysis, Mr. Liu was shocked and admired.

Of course, he still admires the courage of the other party who wants to leverage this super large-cap blue-chip stock with a market value close to [-] billion.

"How is it?" Zhang Jianping asked with a smile seeing that Mr. Liu was obviously moved.

Mr. Liu responded with a smile: "Hearing your analysis, it really has to be heart-warming, okay... I'll take this gamble with you!"

"Haha..." Zhang Jianping laughed loudly, "That's enough loyalty!"

After speaking, Zhang Jianping set his sights on the trading markets of the two cities again.

I saw that at this time, the market trading time had reached 9:30, and the two cities officially started trading.

After a short 5 minutes of emotional brewing, as soon as the market opened, the two concept sectors of 'Internet Finance' and 'E-Commerce' simultaneously pulled up together, and the corresponding concept sector index climbed to more than 1.5% in an instant. Among them, the corresponding core Hot stocks.

衡生电子涨幅瞬间放量暴涨到7%左右；三江购物直线向上爆量，触及涨停板价位；新华都爆量涨超5%；金正股份、银杰科技、华科金财涨幅纷纷闪电突破3%；金陵新百、深意宝、漫步者1分钟内，股价急速拉升超过2%……

Correspondingly, with the simultaneous pull-up of the 'Internet Finance' and 'E-Commerce' sectors.

The major concept sectors of 'Apple Concept', 'Film and Television Media', and 'Domestic Software', which performed strongly yesterday, as well as a number of popular small and medium-cap concept stocks in the fields of 'big infrastructure' and 'military industry' all fell in an instant. Concentrated selling by a large number of selling.

Among them, especially LeTV, Huayi Brothers, Crystal Optoelectronics, Huace Film and Television, Wentou Holdings, Ciwen Media... and other stocks, the state of heavy diving is extremely obvious.

Under such market changes and hot spot switching trends...

At 9:32, only 2 minutes after the opening of the market, the three stocks of "LeTV, Huayi Brothers, and Wangsu Technology", which represent the core components of the GEM's "concept growth stocks" main line, exploded in volume and turned green. , fell into the water, and at the same time led the decline of the ChiNext Index to expand to above the 0.5% mark in an instant.

At 9:35, "Cultural Investment Holdings" suffered a tragic concentrated market crash, and its stock price hit the limit. At the same time, the "film and television media" industry sector index and the "film and television entertainment" concept sector index turned green across the board.

At 9:36, the major concept sectors of 'Apple Concept', 'Film and Television Entertainment' and 'Domestic Software' all turned green, and the declines were in the 'Reform and Reorganization of State-owned Enterprises and Central Enterprises', 'Shanghai Free Trade Zone', and 'Commercial Real Estate Development' After waiting for a group of concept plates that are biased towards the direction of the main board.

At 9:37, the situation of "Shanghai is weak and Shenzhen is strong" at the opening of the market began to change significantly into a situation of "Shanghai is strong and Shenzhen is weak". The weight field began to show a defensive trend.

At 9:38, "Huaguo Railway Construction" began to change, and it actually started to open slightly lower at the opening, and gradually went higher against the trend and pulled red.

At 9:39, the gains of the two concept sectors of 'Internet Finance' and 'E-Commerce' both further exceeded the 1.8% increase. Small and mid-cap concept stocks in the fields of "big infrastructure" and "military industry" also ushered in a rebound.

At 9:40, after breaking through the lowest point of 2285, the Shanghai Stock Exchange index quickly recovered the 2290 point mark, and the decline was reduced to within 0.3%.

At 9:41, LeTV’s decline expanded to 3%, and the market turnover rapidly increased to more than 2.5 million.

At 9:42, 'Sanjiang Shopping' completely blocked the daily limit after fluctuating violently near the price increase list. At the same time, 'Hengsheng Electronics' hit the daily limit again.

At 9:43, the daily limit of 'Hengsheng Electronics' rose again, and the gains of the two concept sectors of 'Internet Finance' and 'E-Commerce' broke through the 2% mark one after another.

At 9:44, after "Huaguo Railway Construction" became popular, Huaguo Construction, Huaguo Communications Construction, Huaguo MCC... and other similar main business state-owned concept stocks in the field of "big infrastructure" also made some gains. Changes, and the corresponding concept sector index and industry sector index have also risen synchronously.

At 9:45, the indexes of several major industries such as building decoration, building materials, and real estate turned red.

At 9:46, the two major weighted sectors of traditional finance and petrochemicals also gradually became popular, and the market trend showed obvious signs of turning around the weight of the main board.

At 9:47, driven by the gradual rise of all the weighted industry sectors, the Shanghai Stock Exchange Index returned to the 2295 point, recovering the intraday decline, and rose to the red.

At 9:48, 'Huaguo Railway Construction' rose more than 1%.

At 9:49, 'Xinhuadu' hit the daily limit, and the two major concept sectors of 'e-commerce' and 'Internet finance' once again went hand in hand.

At 9:50, the flow of active funds and main funds in the entire market obviously began to flow into the weight of the main board, as well as the core concept stocks in the two major concept sectors of 'e-commerce' and 'Internet finance', and the net inflow continued In the case of growth, the most popular stock 'LeTV', which has received the most attention and is the most core in the two markets that was currently in decline, suddenly ushered in fierce buying orders of tens of thousands of hands.

At 9:51, 'LeTV' was driven up by two consecutive large orders of [-] lots, and the decline narrowed rapidly.

At 9:52, the volume of 'LeTV' exploded to about 3.2 million, and the decline narrowed to less than 1%. It once again showed a strong market trend expectation, and also made the majority of investors feel that this stock will replicate yesterday's trend. A kind of hope.

And see the re-emergence of 'LeTV' and its rapid increase in volume.

At this moment in Yuhang, inside Yuhang Investment Company, in the trading room of the main fund, Su Yu's eyes gradually became sharper, and he said coldly: "If the market situation does not cooperate and you just push it blindly, you are really killing yourself!"

(End of this chapter)