The investment era of rebirth

Chapter 537 Competition for Market Dominance (26)!

Such as 'real estate' and 'film and television media' two major industry sectors.

At this moment, the growth pattern of the two industry sector indexes is almost the same, but the performance of volume and energy is quite different.

The circulating market value of the entire 'real estate' sector is almost 6 times that of the entire 'film and television media' sector. However, the daily turnover of the 'film and television media' sector is even greater than that of the 'real estate' sector. Under the action of many main funds forcibly pulling the market, the diving risk of concentrated selling orders on the market is temporarily avoided, but the situation of extreme heavy volume and stagflation is still very obvious.

However, after several days of continuous adjustments in the "real estate" industry sector, at this moment, when there is no obvious sign of increasing volume, it can turn around and rise, and the stock prices of core stocks have picked up one after another. The stock market has almost been cleaned up, and the upward pressure on the disk has been significantly reduced. Before touching the new pressure range above, the upward pressure is obviously much lighter than that of the "film and television media" sector, and it is easier to be in the market at the moment. Next, create room for making money.

Similarly, "concept growth stocks" main-line sectors such as "Apple Concept" and "domestic software" performed strongly yesterday, and "construction decoration" and "building materials" and other "big infrastructure" main-line sectors with similar growth patterns , also have these obvious features.

Of course……

The entire market, as a whole, has the best trend pattern, and the field with the highest enthusiasm for follow-up funds to participate.

Or the two concepts of 'Internet Finance' and 'E-Commerce', as well as the two industry sectors of 'Electronic Information' and 'Retail'.

"Yesterday opened high and went low, and today opened low and went high. The market seems weak but strong, but it is still quite resilient!"

At 10:16 in the morning, inside Xinniu Fund Company in Shenzhen Stock Exchange, in the main fund trading room, Mou Zhengxing, the head of the trading team, saw that the Shanghai Stock Exchange Index had reached the 2300 mark again, and turned his head to Fang Xinsheng, the fund manager, and asked, "Boss Fang, look at the market conditions Changes and the trend of the stock index, the pressure of the stock index around 2300 points, has been almost cleared by the continuous shocks these days? Tell me... can the stock index stand firm at 2300 points today?"

"What do you think?" Fang Xinsheng smiled and asked rhetorically instead of answering directly.

Mou Zhengxing pondered for a moment, then responded: "It should be possible, I think the traditional big main line fields of 'big infrastructure', 'big finance', and 'big consumption', many core weight stocks, the active buying volume can perform, compared with the previous few God, it is obviously stronger, and the lines of "film and television media", "smartphone industry chain" and "mobile Internet" that were strong a few days ago have huge differences in the market today. The market is still rising, but it can be clearly felt that the market is still getting heavier and heavier, and it should be entering the adjustment stage."

"And as long as these lines fall into adjustment..."

"These follow-up funds chasing these lines these days, as well as the vast short-term hot money group, will inevitably retreat in a flash under the recession of the profit-making effect, and look for hot spots in the market that have more profit-making effects and rising expectations, or the main line of the market. "

"However, it is obvious that in the current market, the only hotspots and market lines that have such rising expectations and money-making effects are the two concept hotspots of 'Internet Finance' and 'E-Commerce', and after several days of adjustments, they have shrunk. The volume is obvious, starting to re-gather popularity and capital in the main line of 'big infrastructure'."

"However, many concept stocks in the two concept sectors of 'Internet Finance' and 'E-Commerce' are repetitive, and the correlation between the two concept sectors is extremely strong, and the volume of circulation is also very limited. If we use these two concepts If the sector is the main market guide, it should not be able to carry too much active capital.”

"That is to say, once the main lines of 'film and television media', 'smartphone industry chain' and 'mobile Internet' enter the adjustment stage, various active capital groups will come out to pursue 'Internet finance' and 'e-commerce' When these two conceptual sectors are in the market, they will definitely spill over to other main lines of the market.”

"And the overflowing funds... will undoubtedly choose the 'big infrastructure' field that is expected to be very good in all aspects, and has also been fully adjusted in the short-term market performance."

"Then, when the main line of 'big infrastructure' starts to absorb large-scale active capital groups overflowing from the market."

"When the market on this line concentrates upward, there is a high probability that the market trend of the Shanghai stock index rebounding strongly in the past few days after the Dragon Boat Festival can be replicated."

"In this way, with the help of the main line of 'big infrastructure', the Shanghai Stock Exchange Index has broken through 2300 points and stood firm at this time. There should not be too much pressure."

"The analysis is very good!" Fang Xinsheng nodded and praised with a smile, but he still did not express his point of view. Instead, he turned his head and looked at Liu Xin, the general manager of the company, and asked, "President Liu What do you think? Is it time for the stock index to break through now?"

Liu Xin didn't expect that Fang Xinsheng would ask himself, he was stunned, staring at the trading boards of the two cities, pondering for a long time, and then replied: "It's hard to say, the traditional big things like 'big infrastructure', 'big finance', and 'big consumption' Although a number of industry sectors and concept sectors in the mainline field have picked up, the market attention and expectations are not strong. At this moment, the amount of main buying funds gathered in these fields can continue to expand on the way of recovery. The problem is still relatively large.”

"At the same time, the concepts of 'film and television media', 'smartphone industry chain', and 'mobile Internet' are mainly biased towards the main concepts of stocks in the Shenzhen Stock Exchange, the Small and Medium-sized Board, and the Growth Enterprise Market. The amount of active selling funds can be greatly increased, but on the whole, the main funds that are optimistic about these major fields are still buying on a large scale, and the core constituent stocks of a number of industry sectors and concept sectors in several major areas, the main force The flow of funds is still in a state of net inflow.”

"This shows that the positions of these lines have great divergence, but it does not mean that there is no expectation and potential at all upwards."

"What if the main funds for these large-scale purchases have overcome this wave of discrepancies in the market, completely digested these large-scale selling chips, and re-stabilized the bargaining chip structure in the market? Then follow-up... continue to pull up the market, For these concept stocks in the main line, the market pressure will become lighter again.”

"And correspondingly, the upside will open up again."

"Furthermore, today's 'Internet Finance' and 'E-Commerce', the two concept sectors, are indeed trending very well, and the buying funds from various sources are also very fast following the trend, but as you said, the two concepts The hot market itself has not spread, and the amount of funds carried can be limited, so it cannot be hyped as the leading direction of the market.”

"In other words, in addition to the maximum amount of funds that can be tolerated by the hot spots of these two concept sectors, other active mid- and short-term speculation funds, on the premise that they cannot follow the trend and enter the hot spots of these two concept sectors, choose to pick up , The main line of "big infrastructure" with relatively sufficient adjustments, or the main line of "growth stocks" that is still hot, with obvious short-term differences, but market attention, popularity, hype, and net inflow of main funds are as popular as ever. Uncertainty, or Quite huge, at least... at this moment, the market's consistent expectations on a certain main line direction have not yet been formed."

"And this kind of expectation has not been formed, which means that everyone's confidence in the Shanghai stock index breaking through 2300 points is not enough."

"The market is not confident enough, and the Shanghai stock index must completely break through the pressure threshold..."

When Liu Xin said this, he paused for a moment, thought for a while, and then continued: "In addition to the two concepts of 'Internet Finance' and 'E-Commerce', the hot market has further developed, and the hype has spread rapidly to all the main concepts in the early stage. In addition to bringing out the previous line of 'military industry' to further enhance the investment sentiment and confidence in the direction of 'big infrastructure', we can only wait for the news on the market to see new big news."

"Mr. Liu has a very clear view of the market trend and the direction of the market change!" Fang Xinsheng praised Liu Xin with a smile after the analysis, and then continued, "Indeed, the market has moved in the direction of the main board, especially the main board. There are signs that the main line of "big infrastructure" is shifting, but the market investment expectations and hype expectations inspired by this sign are far from enough to completely stimulate the line of "big infrastructure" to regain momentum and break through upwards .”

"That is to say... the Shanghai Index will still be suppressed by 2300 points?" Mou Zhengxing frowned, and responded, "The index has not been able to effectively break through here, which hurts the confidence and morale of market investors. The so-called 'everything will fall' is not Just empty words, the stock index has gone through many repeated tests and repeated shocks here, if it still cannot break through effectively, I am afraid that the follow-up market... will only get weaker and weaker."

Fang Xinsheng nodded slightly and said: "Your worries are justified, so I guess, with the development of the market and the passage of time, the two post-conditions mentioned by Mr. Liu just now have a high probability of happening, or There will be new turning points in the market.”

"In general……"

Fang Xinsheng thought for a while and continued: "Shanghai points to an upward breakthrough. Although there is still a little bit of emotional expectations and confidence, the divergence node of the main line of the market has indeed arrived, and the occurrence of the so-called market divergence node is also a part of the trading strategy. , a good buying opportunity.”

"I think...we have been watching for so many days, and at this moment, it is time to take action."

"Continue to increase the position and buy?" Mou Zhengxing was a little confused. He didn't quite understand why Fang Xinsheng was in a hurry to increase the position and buy when he said that the time for the stock index to break through had not yet come, and said, "Mr. Fang, if we increase the position, we... ...where should we start?"

"'Military industry' field." Fang Xinsheng said firmly with sharp eyes.

Hearing Fang Xinsheng's words, for a moment, not only Mou Zhengxing was stunned, Liu Xin was also puzzled, and asked, "Why is it the line of 'military industry'?"

"Compared to the line of 'big infrastructure', the line of 'military industry' is slightly smaller, and the various expectations are generally the same as the line of 'big infrastructure', and in terms of hype sentiment and the height of hype expectations, The imagination space of "military industry" is more hazy, and the expected height is higher." Fang Xinsheng explained, "there is also the hype logic of the line of "military industry", which is based on the underlying logic of "performance value" and the hype logic of "pure story concept". In between, when the market sentiment really rises, the hype logic of this line and the active capital groups involved by all parties are easy to accept.”

"Of course, the most important point..."

"After the explosion of the 'Internet Finance' line, if the funds from various sources follow the popular main line path dominated by the 'Yuhang Department' in the early stage, the 'Military Industry' line will most likely be unavoidable. The positive expectations of the line have not been fully fulfilled in the previous market hype."

"In other words, if the two lines of 'Internet Finance' and 'E-Commerce' can lead the market hype and market hotspots to the depths and fully spread the market, then the line of 'Military Industry' must be the 'Internet The two hot concepts of finance and e-commerce broke out in an all-round way, and under the spillover effect of funds from various sources, the next second market broke out."

"It's wise for us to increase our position in this field, occupy a favorable bargaining chip in advance, and wait for the market wind to blow in this direction."

After speaking, Fang Xinsheng turned his gaze to the two of them again, waiting for their reply.

"Will the market situation really spread to the direction of 'military industry'?" Mou Zhengxing still had some doubts in his heart, but he didn't ask this question. He just looked at Liu Xin seriously, waiting for the general manager Liu Xin to make a final decision.

Liu Xin sensed the gazes of the two of them, and pondered for a while. Although he still had a lot of doubts about the logic Fang Xinsheng said, he also thought about the The fact that Fang Xinsheng's trading strategy rarely misjudged the direction before, finally nodded and said: "In this case...then increase the position according to what Manager Fang thinks!"

With Liu Xin's approval, Fang Xinsheng's eyes became firmer in an instant, and he immediately issued an order to Mou Zhengxing: "Buy the military stocks of the 'Aerospace Department' and 'Aircraft Development Department', and take the initiative to undertake them. We will accept as many sell orders as there are on the market. At this stage, we don’t need to pay too much attention to the stock price cost of increasing the position, and the most important thing is to get the core high-quality chips.”

"Okay!" Following Fang Xinsheng's order, Mou Zhengxing quickly responded.

After that, he instructed the traders in the trading room to buy stocks according to Fang Xinsheng's trading strategy, and increase their holdings of corresponding stocks.

And with their concentrated buying...

Although Fang Xinsheng asked everyone not to take the initiative to pull orders, they only passively undertake market sales with medium and small bulk orders.

However, when the military concept stocks of the "Aerospace Department" and "Aviation Development Department" have strengthened one after another, and the trading volume on the market has gradually increased, as traders of various funds of the "Yuhang Department" with heavy positions in this field, as well as those in charge of Zhu Tianyang, the leader of the trading team in this field, still instantly discovered the change in this direction.

"President Su, there seems to be a change in the market in the direction of 'military industry'." At 10:28, inside Yuhang Investment Company, in the trading room of the main fund, Zhu Tianyang quickly reported, "Many of the stocks we hold heavily in this field, such as The military concept stocks of 'Aviation Development Department' and 'Aerospace Department' have funds in the dark."

As he said that, he quickly clicked out the check for 'Huahang Optoelectronics', and continued: "Mr. Su, please take a look, on the real-time trading disk of the check 'Huahang Optoelectronics', as long as there are large orders with more than 1000 lots actively placed to sell, the order will be sold instantly." It will be eaten up, but the stock price will basically not change much, and this fund that is secretly raised will not be listed on the market, it seems to be deliberately avoiding everyone's attention."

Following Zhu Tianyang's report, Su Yu observed carefully for a few minutes, and indeed found this sign, he said with a smile: "Interesting, it seems... the time we wait for is getting more and more mature!"

(End of this chapter)