The investment era of rebirth

Chapter 540 Competition for Market Dominance (29)!

Similarly, at this moment, various online stock discussion forums where retail investor groups gather in the market.

Under the influence of market news, the majority of retail investors gradually turned their attention to the sectors of 'military industry' and 'steel'.

At the same time, compared with the rapidly rising 'military industry' and 'steel' sectors in the market.

The performance in the morning was not very good. There were "Apple Concept", "Film and Television Entertainment", "Domestic Software" and other popular main-line sectors related to Shenzhen's "concept growth stocks" that were stagnant in volume, and the discussion heat decreased. Net', the key core stock, investors who are bearish are obviously larger than investors who continue to be bullish.

Facing the change of sentiment in the market at noon, as well as the changes in the popularity of the market's major concept sectors and concept lines.

At around 12:30, Chen Shen, the fund manager of Shenzhen Stock Exchange, Pingyin Asset Management Department, and the main fund trading room, frowned obviously, and reported to Liu Ziliang, the general manager of the asset management business department: "Mr. Liu, the market's emotional reaction , it seems to be very unfavorable to us, opening in the afternoon... Are we still operating according to the previous trading strategy?"

Liu Ziliang pondered for a moment, and responded: "The two concept sectors of 'Internet Finance' and 'E-commerce' are too small to support the overall market market, and these two concept sectors, in the final analysis, logically, go The main lines of "domestic software" and "mobile Internet" are still consistent with our leading main line. Although the investment sentiment of the entire market has changed, the overall enthusiasm is still focused on small and medium-cap concept stocks. On the other hand, the popularity of the main board's weight direction is still very low."

"As for the good news of the restart of 'nuclear power', and some news and rumors in the direction of 'military industry'."

"Maybe it can temporarily stimulate market hype, but it will not change much in terms of the long-term investment logic of this line."

"We only need to maintain the profit-making effect of the "concept growth stocks" of the small and medium-sized board and the GEM, and deepen the investment expectations of all investors in the market in this direction, so the market will hardly deviate from our expected development. At the same time... among many institutional investor groups in the current industry, a consistent expectation on this direction has been initially formed, and no matter the fundamentals of the industry have been strongly stimulated, there has been a fundamental change in expectations of the "film and television media" The industry is still developing on an industry scale, and the 'smartphone industry chain' and 'mobile Internet' fields are still in the extreme explosive cycle, and the strong basic investment logic expectations, and even performance expectations, have not yet been fully fulfilled."

"In other words, there is nothing wrong with the investment route we have chosen."

"In that case, why not persist?"

"Our investment purpose and expected goal are medium and long-term, not short-term emotional hype, so don't just look at market changes and emotional reactions for a day or even half a day, that is useless to our trading strategies, as long as the basic investment logic It has not changed, as long as the consistent and expected direction of the market's main funds remains unchanged, as long as the active capital groups in the market continue to undertake large-scale undertakings in this field, as long as this field can continue to deepen and spread the effect of making money, then there is nothing to worry about. Just continue to trade according to the existing plan."

"Okay!" Chen Shen held back a lot of words in his heart, but he saw that Liu Ziliang's words were firm and his trading strategy was unquestionable, so after thinking about it, he continued to hold back some disagreements and agreed briefly. One sound, continue to arrange according to the original trading strategy.

At the same time, Gao Yirong, the fund manager of the E Fund Asset Management Trading Center and the "Future Growth Mixed Selected" fund product trading room, which is linked to the trading of "Pingyin Asset Management" in the morning, observed the changes in market sentiment and refreshed at the same time. Looking at all kinds of news on the market news surface, as well as some of the latest market intelligence information in the company's internal information database, a trace of worry could not help but appear on the face that was originally full of confidence.

"Mr. Gao, the trend of the market seems to be changing!" While Gao Yirong was contemplating, Guan Yi, the head of the fund trading team in the trading room, couldn't help but reminded out loud after carefully reviewing the market, "If the market is going to In terms of hotspots, if it is biased towards the direction of 'military industry' and 'steel', it is very likely that the fire will be burned on the main line of 'big infrastructure', so that it is currently still focused on the line of 'conceptual growth stocks' A lot of active funds have absorbed the past."

"By the time……"

Guan Yi paused, and continued: "The market liquidity of the big main line of 'conceptual growth stocks' that we are increasing positions in is very likely to be greatly reduced. At least in the market situation of stock games, dare to continue to follow the trend at a high level. Funds to undertake in this field will definitely decrease.”

"However, at this time."

"'Apple concept', 'film and television entertainment', and 'domestic software' are relatively core sectors of 'concept growth stocks', but they happen to be in a position where there are large discrepancies in the market and need shock adjustments to digest profit margins."

"I'm thinking, if we continue in this direction and increase our positions on a large scale... I'm afraid it is very likely that we will buy at short-term highs."

"Although on the whole, the two major investment directions of 'smartphone industry chain' and 'mobile Internet', the basic investment logic has not changed. Looking at the future based on the present, there are still huge potential expectations that can be speculated, and there are still huge room for industry growth.”

"But let's speculate in stocks and market, and under the current internal performance pressure."

"We can't just choose the direction, not the time..."

"So, Mr. Gao... At this time, I still suggest that we wait a little longer. I believe that under the stimulus of good news, short-term active funds from all walks of life will gather in the 'military industry' concept sector in the short term, leading to the 'smartphone industry chain'. ' and 'Mobile Internet' two main lines of profit chips and other free chips, we will most likely be able to wait for a better point of opening and increasing positions at low positions, and get cheaper high-quality chips."

"Doing this...isn't it good!" Hearing Guan Yi's analysis and calculations, Gao Yirong recovered from his contemplation and replied, "I just promised Mr. Liu of 'Pingyin Asset Management' yesterday that he will help him undertake the 'smartphone industry'." The two main lines of "chain" and "mobile Internet", and the market of core individual stocks, jointly create the market of the two main lines, and now we have sold each other backhandedly, it will inevitably appear that we are too dishonest."

"at the same time……"

Gao Yirong thought for a while before continuing: "Xiao Guan, you are still too one-sided in your view of the market, indeed...according to the strategy you said, wait a bit, waiting for the 'Apple Concept', 'Film and Television Entertainment', 'Domestic The differences in the disks of these core concept sectors of "software" have passed, and we have a high probability of getting more high-quality target stock chips at a lower position. But don't forget, in the current market situation, the majority of investors The investment logic and investment expectations of the two major directions of 'smartphone industry chain' and 'mobile Internet' have not yet been formed."

"Moreover, the overall expectations for the field of 'big infrastructure' dominated by the funds of the 'Yuhang Department' are not bad."

"If we give up the undertaking of the market at this time, let the active capital groups gathered in the two main lines of 'smartphone industry chain' and 'mobile Internet' retreat across the board, and turn to the main line dominated by the 'Yuhang system' , then... the market's overall expectations will really turn around."

"At that time, the sentiment and expectations of the two main directions of 'smartphone industry chain' and 'mobile Internet' will only become weaker and weaker."

"Don't forget, this is a stock game market."

"In the entire market, it is not because the future is expected to be good, it is not because the development of the industry has room for explosion, and it is not because the fundamentals of the stock are good that the stock price can rise."

"Beyond expectations, in the end, there must be continuous incremental funding to promote it!"

"However, in the market of the stock game, the incremental funds that can undertake the continuous upward trend of the market are quite limited. If the sentiment and profit-making effect cannot be maintained, even if there is good news and expectations, it will be difficult to form a concentrated mainline market. And the constant hype."

"What's more, at this time, you can't further intensify your emotions and let the two main lines adjust."

"Then there will be a huge bargaining chip accumulation interval pressure level, and at the same time, the market expectations and emotions that were originally marked up will also slip instantly, restricting the development of the subsequent market."

'Instead, it went a step further and forcibly opened up the space. "

"With the market sentiment still on the two main lines of 'smartphone industry chain' and 'mobile Internet', further gathering the follow-up effect of active funds in the market can truly curb the collapse of the market."

"Don't forget big profits because of small profits!"

"The two hot concepts of 'Internet Finance' and 'E-Commerce', in general, follow the 'smartphone industry chain' and the overall industry scale of 'Mobile Internet', as well as the expectation of future performance explosion. The direction of the main positions has no effect."

"But once the market really deepens in the direction of 'military industry' and 'steel' and induces the line of 'big infrastructure', then the market trend is very likely to completely deviate from our expectations."

"After all, the ability of the funds of the 'Yuhang Department' to guide the market cannot be underestimated."

"Moreover, since we have firmly established the direction of the core layout of the two major "growth stocks" of 'smartphone industry chain' and 'mobile Internet', and abandoned the line of 'big infrastructure', we can only compete with 'equal bank capital'. The pipes are 'tied together, one by one to the dark."

"After all, at this time, we will adjust positions to pursue 'military industry' and 'infrastructure'."

"Let's not talk about making a profit, it's really making wedding clothes for others."

"So... Mr. Gao's idea is that we should continue to undertake the purchase and maintain the line of 'growth stocks', corresponding to the market of core concept stocks?" After understanding Gao Yirong's analysis and strategic opinions, Guan Yi asked.

Gao Yirong nodded and said: "It must be so, and the biggest hot spots in the market today are the two major sectors of 'Internet Finance' and 'E-commerce'. Essentially speaking, these two sectors are speculating on 'Mobile Internet' ' and 'domestic software' are the two concept stories, so let's take advantage of the emotions and funds to follow the trend of these two concept sectors to extend the hype and push for other sub-concepts in the field of 'mobile Internet' and 'domestic software' The sector, such as 'smart city', 'mobile payment', 'mobile game'... and other concepts, let the market hype sentiment and funds follow the direction, with 'Internet finance' and 'e-commerce' as the fulcrum, once again to the whole ' The spread of domestic software and mobile Internet, locking up active capital liquidity in the market, and at the same time suppressing the market's hype and sentiment in the direction of "military industry" are also completely feasible."

Guan Yi pondered for a long time, and felt that this method seemed to be really feasible, so he nodded in response, and stopped talking.

After Gao Yirong re-determined and adjusted his trading strategy, he finally thought about it, and turned around to make a phone call to Liu Ziliang of the "Pingyin Department" and Mr. Shan of Huarui Public Fund, briefly mentioning his thoughts at the moment.

Of course, he was willing to share his thoughts with these two people, and he also had a certain intention.

First, the changes in the market in the morning were somewhat beyond his expectations. Although he was quite confident in his trading strategy, he did not want to bear the temptation alone. Under the subsequent unpredictable changes in the market, unfavorable investment risk.

Second, he hopes that the two of them can stimulate the market from the side, jointly maintain the market, and share investment risks.

Third, he was also worried that with his family's financial resources, he would not be able to support the offer, and instead buried himself in it. He needed two people to play forward for him and try the pressure of the offer.

In short, in his heart, he is still firmly optimistic about the investment direction of "growth stocks" led by the two core lines of "smartphone industry chain" and "mobile Internet". However, for the market to truly break through upwards, the corresponding core stocks can further open up space , short-term confidence is not enough.

Just when he contacted his "teammates in the industry" privately, he was going to take advantage of his emotions and funds, as well as the active funds of the two major concepts of "Internet Finance" and "E-Commerce" in the morning to follow suit, to further attack the funds of the "Yuhang Department". It is time to suppress the emotional ferment in the direction of "military industry" and the effect of capital follow suit.

The lunch break was fleeting, and at 1 p.m., the two cities ushered in the official trading session again.

I saw that after one and a half hours of emotional brewing at noon, and the positive and negative market news fermented, once the market opened, the trading market of the two cities changed drastically in an instant.

At 1:01, within a minute of the market opening, during the midday break, the soaring popularity of the check for "Fushun Special Steel" rose rapidly, and the stock price soared into the sky, and the market rose by more than 1% in an instant. , and at the same time, the stocks of the aviation development department and China Airlines department in the field of "military industry" also surged rapidly.

(End of this chapter)