The investment era of rebirth

Chapter 536 Competition for Market Dominance (25)!

"I feel that the main capital group that is active in the market, as well as various follow-up capital groups, are showing signs of returning to the main board." Hearing Su Yu's voice, Li Meng replied beside him, "'Internet finance' and 'e-commerce' The two concept sectors are also going quite strongly, and the development of today's market conditions should be within our expectations."

"LeTV's check, with such an aggressive trend, seems to be determined to lure some of the main funds in the direction of the small and medium-sized board and the ChiNext's 'concept growth stocks'." Zhao Lijun also said at this time, "radical Masukura, Always maintain the popularity and profit-making effects of the main line of 'conceptual growth stocks', so that the market trend will always develop around the line of 'conceptual growth stocks'.

Zhang Guobing pondered for a moment, and said, "Why do I feel that many major institutions have begun to form groups in the fields of 'concept growth stocks' such as 'Apple Concept', 'film and television entertainment', and 'domestic software'."

"Well, I have this feeling too." Liu Yuan agreed very much.

"It's not unusual." Su Yu said, "The operating style among institutions always likes to attack in groups, but as long as the market's market expectations have not completely changed to the direction of these institutions' grouping, then don't worry too much and continue to follow our rules. The operation plan will be carried out.”

"Master, the trend of the check for 'Huaguo Railway Construction' seems to be a bit abnormal today." Liu Yuan looked at the board, and suddenly noticed that the check for 'Huaguo Railway Construction' continued to increase in volume, and the main buying funds on the board continued to increase The situation, could not help but report, "It feels like a large amount of main funds are continuing to increase their positions."

Hearing Liu Yuan's words, Su Yu also turned his attention to this check. After observing for a while, he also found the abnormal trend of this check. He smiled and said, "It seems that the expected logic and investment direction signals we released to the market are It has already played a certain role. Continue to observe patiently to see what the main financial motivation of this Masukura 'Huaguo Communication Construction' is. If the other party really has long-term ambitions, then we can also help them when necessary. "

"Okay!" Liu Yuan responded.

"Boss, since the market is shifting towards the main board, and stimulated by the two major concepts of 'Internet Finance' and 'E-commerce', as well as 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software' When the adjustments of several major sectors in the main line of concept growth stocks released a large amount of active capital liquidity in the market for a short time, why don't we take the opportunity to further stimulate the core weight of the main line in the direction of the main board, and further seize the liquidity of active funds in the market?" Wang Can pondered for a while while everyone was talking, before responding, "According to the current market trend, this time should be a good time to switch the leading market!"

Su Yu stared at the Shanghai Stock Exchange Index, which was still hovering around the 2295 point, and in the direction of the main board, the market trends such as 'big infrastructure', 'traditional finance', 'supermarket retail', etc. have obviously picked up, but the market has not been heavy. Related sectors of the main line, and their corresponding stock trends, said: "'Apple concept', 'film and television entertainment', 'domestic software' and other concept sectors in the field of 'concept growth stocks', as well as related popular stocks, despite a period of The round of rising, the discrepancies in the disk have increased, and the upward expectations have weakened, but under the influence of the main force of the institutions, it has not completely lost the upward momentum and entered the adjustment stage."

"And the related mainline fields we dominate..."

"At this moment, although the active capital groups in the market have returned, and the movement of main funds is slowly inflowing again, there is no natural increase in volume on the disk, and the market is brewing related emotions here, and it has not reached the point of outbreak. At the same time, given the Such as LeTV, Huayi Brothers, Wangsu Technology, Crystal Optoelectronics... These stocks are still pulling upward to gather popularity and the attention of market investors, causing many investors in the market to judge the direction of the next market. Still indecisive, there are many differences.”

"So, when neither emotion nor energy support it."

"If we forcibly pull the market at this time and further stimulate the core weight and main line of the main board, it will waste funds and the emotional expectations that are gradually brewing."

"The so-called one bang, then decline, three exhaustion."

"At the current stage, we don't have enough liquidity in our hands."

"This also means that we only have one chance to guide the market and strongly stimulate the market. Under such conditions, we can only find the best time to make a move. Now... The timing wasn't particularly ripe."

"Wait patiently." Su Yu paused and emphasized, "The opportunity we were waiting for will come."

Under Su Yu's patient explanation, Wang Can was still a little worried, and continued to say to Su Yu: "Boss, what if the other party is so arrogant and blindly uses funds to attack, and forcibly pulls up the 'Apple Concept' and 'Film and Television Entertainment'?" , "Domestic software" and other "concept growth stocks" market conditions, the internal bargaining chip structure of this line has completed the conversion in the continuous high-level and high-handover fluctuations, completely gathering market sentiment and expectations? Then We are so gentle and guided step by step, but we have missed a good opportunity!"

"It's not that easy to clear the chips with continuous strong fluctuations and high turnover, quickly rebuild the chip platform, and gather market sentiment and expectations." Before Su Yu could speak, Li Meng responded, "These main players The core "concept growth stocks" main-line sectors of "Apple Concept", "film and television entertainment", and "domestic software" dominated by institutions, although the overall market value of the sector is not as good as the core concept sectors of the main board However, if you want to disregard the overall market conditions and emotional expectations, forcefully pull up the market to maintain the market, the amount of funds needed to undertake is still very scary."

"In the financial trading market, no one can go against the trend."

"Let's not talk about these short-lived institutional groups, let's talk about the 'national team' holding a large number of positions in the 'big finance' field. In the absence of strong expectations for the entire 'big finance', they cannot rely on their own strength to continue Maintain a strong market in the field of 'big finance'."

"In the same way, these institutional groups who are optimistic about the development of the main line of 'conceptual growth stocks'."

"I want to pass the situation you mentioned, in the case of increasing discrepancies in the market and weakening upward expectations, with the advantage of funds, force the tray to maintain the profit-making effect and gather popularity. The development of the market is simply unrealistic.”

"And, there's one more thing..."

Speaking of this, Li Meng's eyes became brighter and brighter, and he said with a smile: "Compared with the major main line fields we dominate, in terms of the popular "concept growth stocks" fields such as 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', In fact, the proportion of corresponding institutional positions is even larger.”

"That is to say, during the overall market development process of the market in the past two years."

"Due to changes in the expectations of various industries, many smart institutions have shifted their position weights to these 'concept growth stocks' fields, and because of this, the valuations of many core concept growth stocks compared to the overall market level, to stay that high."

"However, within a stock, or in other words, within a core mainline area, there are many main institutions holding positions."

"The investment expectations have been fully fulfilled, the valuation level is significantly higher than the market average level, and the stock price has skyrocketed again in the short term."

"At the same time, in other directions of the market, some investment opportunities are clearly highlighted."

"Then, the main holding institutions lurking in this stock, or in other words, within the mainline mainline field, as well as other profit-taking investors, will have a very strong desire to take profits and adjust positions."

"In other words, comparing the two, I personally think that the popular stocks on the main line of "concept growth stocks" in the Shenzhen Stock Exchange are far less clean than the popular stocks on the main board in terms of chip structure."

"And when the bargaining chip structure is chaotic, then in the development of the market..."

"Once there is a divergence in expectations and sentiments, there will be 'disagreements' and things that hinder each other. That is, once the discrepancies in the market expand, the upward pressure on stock prices will only increase until the funds that are finally undertaken cannot be sustained. The stock price turned around and adjusted downward, and consolidated at a low level again, forming a new consensus expectation."

"so……"

Li Meng smiled, and said confidently: "I think the lines of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', the more they are forced upward at this moment, the closer they are to drastic adjustments. Similarly... the time we have been waiting for is getting closer."

"Not bad!" Seeing Li Meng's thorough analysis of the market trend, Su Yu said with a smile, "So let's not worry for the time being, and continue to use a small amount of funds to stimulate the two branches of 'Internet Finance' and 'E-commerce' according to the transaction plan." Just the main line."

"We only need to use these two branch main lines to differentiate the long-term sentiment and upward investment expectations of the core "conceptual growth stocks" such as 'film and television entertainment', 'Apple Concept', and 'domestic software', and induce convergence. It is enough to sell off the profit-making funds or floating chips in these sectors, and increase the market pressure in these sectors.”

"In the stock game market, the investor groups remaining in the market are basically relatively mature investor groups."

"For these investor groups, as long as we give a certain signal during the process of luring the market, they will follow the trend and flock to the field with the strongest expectation of making money in the market without us doing more."

"at the same time……"

Su Yu paused for a moment, thought for a while, and then continued: "If what I expected is correct, the 'national team', which has been silent in the market for a while, has continued to be hindered in effectively breaking through 2300 points in the Shanghai index. Next, there should be some action."

"That is to say, in theory, we should have a disk assist assistant with extremely strong financial strength."

"National team?" Liu Yuan was a little dazed when she heard Su Yu's words, and couldn't help asking, "Master, why do you judge that the main funds of the 'national team' who are silent in the field will stimulate the board and assist to a certain extent?" What about us?"

Su Yu smiled and responded: "It's very simple. At the current time point, the regulators urgently need the market to come out with a wave of strong and continuous market conditions to open up liquidity and support the implementation of subsequent market policies. Driven by this motivation, this will inevitably prompt the real core capital in the market to play a leading role and help the market break through when the natural development of the market continues to encounter obstacles.”

"Understood!" Liu Yuan understood Su Yu's explanation instantly.

"No wonder you, boss, dare to let us have such a heavy position in the field of 'big infrastructure'." Wang Can also understood at this time, "Emotional boss, you are sure that the 'national team' will enter the stadium and carry the sedan chair for us!"

Su Yu chuckled, and said, "It's just based on the development of the market and the logic of the mainline expectations. There is a high probability that there will be such a result. Of course, the specific market trend and the actual situation can only be developed according to the next market trend. step verification."

Zhao Lijun, Zhang Guobing, Zhu Tianyang... and several core traders in the trading room.

After hearing Su Yu's last logical deduction, his heart was also extremely shocked, and he admired Su Yu extremely.

They thought of all the expected possibilities before, and they also believed that the investment logic and expected space in the direction of "big infrastructure" on the main board was obviously larger than the direction of "conceptual growth stocks" in the Shenzhen Stock Exchange, but they were only limited to the industry from the beginning to the end. Market conditions, market sentiment and other directions are being analyzed, and no one wants to move their attention and vision to the regulatory level, or even the country's macro policy expectations for the financial trading market.

This high-level investment vision and investment vision made them shocked, and their hearts were moved, and they all felt that they had a kind of enlightenment in terms of investment ideas.

Indeed, most people in the market pay too much attention to disk analysis and sentiment analysis.

However, very few people are able to look long and far into the expected thinking of the regulators, and even consider the national macro policy demands, and truly understand and appreciate the saying that "A shares are still a policy market after all".

In the trading room, everyone was surprised and shocked.

Su Yu smiled, and turned his attention back to the trading interface between the two cities.

I saw the entire market. During the short communication and analysis and discussion among everyone, the trading time has been moved to 10:05 in the morning.

At this moment, the Shanghai stock index has risen to around 2297 points, and is one step away from the 2300 point mark again.

The two concept sectors of 'Internet Finance' and 'E-Commerce' are also continuing to go hand in hand, and the index of the concept sector both broke through to an increase of 2.5%, of which 'Hengsheng Electronics, Yinjie Technology, Sanjiang Shopping, Xinhuadu, Toocle, Ma International's six concept stocks have already sealed the daily limit.

As for yesterday's strong concept sectors such as 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', as well as the slightly warmer main-line sector sectors such as 'Big Infrastructure', 'Big Finance', and 'Big Consumption', they are also at the moment. There have been morphological trends that have turned red one after another.

However, although the Shanghai Index, Shenzhen Index, ChiNext Index, and Small and Medium-sized Board Index are several important market indexes.

They all went to the form of opening low and going up one after another, turning red again.

However, the specific market strength and weakness of each index, as well as the direction of the flow of active capital groups in the entire market, the core main line areas that the majority of investors focus on, and the main buying and selling orders can be compared. Each index, as well as various industries, The performance of the concept sector and its core concept stocks is still quite different, with obvious differences.

(End of this chapter)