The investment era of rebirth

Chapter 543 Competition for Market Dominance (32)!

In the trading room, where everyone is discussing, the time has entered 3:[-] pm, and the two markets are ushering in the close.

I saw that after the intense volatility in the last 10 minutes of late trading, the Shanghai Designated Index finally stood at 2302.74 points, up 0.32%, while the Shenzhen Stock Exchange Index and the ChiNext Index rose 0.29% and 0.33% respectively.

Judging from the closing results of the major indexes.

Although the Shanghai Stock Exchange Index failed to stand above 2310 points and did not form a substantial breakthrough, it still closed above the psychological barrier of 2300 points after all, and completed the disk pattern of opening low and moving high, and the market expected this round of rebound It continued to be extended, and at the same time, it gave the majority of investors in the market more expectations for the market outlook.

As for the major market indexes such as Shenzhen Index, ChiNext Index, and Small and Medium-sized Board Index, although the daily increase is no different from that of the Shanghai Index, their intraday amplitude is far higher than that of the Shanghai Index. In the Shenzhen market, this shows that in this direction, there has been an obvious trend of heavy volume and stagflation.

So, looking at the closing results...

Although the growth rate of several major core indexes tends to be the same, the market signals expressed and the corresponding market outlook expectations are completely different.

"Shen Zhi and GEM, it's Qi Lian Yang!"

Faced with such a closing result, among the group of retail investors who gathered in the major online stock investment discussion forums, some people expressed emotion: "The market has been developing along the 'GEM'. This point of view, looking at it now, should There is no doubt, right? The pattern of 'Shanghai is weak and deep is strong', so far... should have been fully formed."

"In the past week, the ChiNext index has gone really strong."

"A lot of core concept growth stocks on the ChiNext board and the small and medium-sized board have rebounded by [-] to [-] points this round, right?"

"In the 'film and television media' sector, many popular stocks have rebounded by [-] to [-] points in this round. Hey...it's a pity, I missed it."

"The GEM refers to such a big shock today, but it turned out to be conservative in the red market, which is indeed strong."

"It is estimated that the market is really about to stage the market trend in the second half of last year."

"To be honest, from the perspective of the K-line shape alone, the shape and trend of the ChiNext Index is much better than that of the Shanghai Stock Exchange Index. It is also natural that the market is concentrated in the ChiNext Board and the small and medium-sized board 'growth stocks'. It was a little late to understand, and I didn’t get much meat after chasing positions.”

"The check for 'LeTV' has exceeded 10 billion for two consecutive trading days, which is really scary."

"This check should continue to rise sharply, right? After all, the bullish trend in the K-line pattern has come out."

"There is still one K-line left to completely open the opening of the Bollinger track. When the trend is confirmed tomorrow and Friday, if it continues to rise, then you can rest assured and boldly participate."

"The 'LeTV' check has such a large turnover today, I don't know how it performed on the Dragon and Tiger List?"

"Looking at the flow of funds on the market, today the main force is buying wildly, and small and medium investors are selling wildly. Do you think that the institution two days ago is still increasing its position today?"

"Crazy, still Masukura?"

"It's hard to say. I feel that the main force of this large organization involved in 'LeTV' may have obtained some internal information and has high ambitions."

"I don't know if Mr. Su has the chips to continue selling the 'LeTV' check today."

"Boss Su has been selling it for several days in a row. He probably won't sell it again today, right? But the check for 'Huace Film and Television' is worrisome today."

"Hey, it's true that the brightness of the 'Film and Television Media' sector plummeted today, and it was all brought down by the check from 'Huace Film and Television'."

"I thought this check would become the relay leader of the 'film and television media' sector, but I didn't expect...not only did the 4 boards fail, but the intraday limit fell."

"The check for 'Huace Film and Television', looking at it now, should be forfeited, right?"

"It must be invalidated, and it is estimated that Mr. Su has sold the check on a large scale today, otherwise the check would not fall so badly."

"But after today's check fell to the limit, the last rocky fund should not be underestimated."

"Generally speaking, the line of 'film and television media' is actually quite chaotic today. I feel that the main funds in this field are not small."

"Yes, the main differences in the main lines of 'film and television media', 'Apple concept', and 'domestic software' are actually not small. Instead, it is the two concept sectors of 'Internet finance' and 'e-commerce'. The main funds Expectations are relatively consistent, and the market feels like it will continue.”

"Indeed, the check of 'Hengsheng Electronics' is really strong today."

"'Hengsheng Electronics' is estimated to have to be boarded tomorrow. The hype logic of this check should be clear now, right?"

"The concepts of 'Internet Finance' and 'Ari Baba', the entire 'Internet Finance' and 'E-Commerce' sectors are basically driven by this check, there is no doubt... this check is the core leader of these two concept sectors , It is certain that it will continue to rise, but it is hard to say how big the upward space is.”

"The concept and expectations of the 'Hengsheng Electronics' check are very good in all aspects, but the plate is relatively large."

"Hey, it's true that the circulation is too large, which is not conducive to the continuous relay of funds in the market."

"Comparatively speaking, the flexibility of Yinjie Technology, Shanghai Steel Union, and Huake Financial is obviously better."

"Is no one paying attention to the check of 'Fushun Special Steel'? I think if you want to talk about the core hot stocks in the market today, this check will definitely count."

"Agreed, the stock index can stand above 2300 points today, leaving a good room for imagination for the follow-up trend. At the same time, the recovery of the 'military industry', 'steel' sectors, and even the entire 'big infrastructure' sector is indispensable. Based on the market trend in the afternoon alone, this check really saved the market twice.”

"'Fushun Special Steel' is still far inferior to the check of 'Hengsheng Electronics' in terms of concept, performance expectations, and other aspects of imagination, right? And this check has the same shortcomings as the check of 'Hengsheng Electronics', then It’s just that the circulation disk is very large, close to 100 billion circulation disk, and I doubt whether the current market can pull it.”

"Isn't 'LeTV' also close to 100 billion in circulation?"

"The two situations are still not the same, but... today's 'military industry' and 'big infrastructure' are picking up. To be honest, it is worth noting."

"The direction of 'military industry' and 'big infrastructure' is the direction of President Su's core holdings!"

"It's not just 'military industry' and 'big infrastructure'. In fact, the 'Internet finance' that is rioting today is also the core holding area of ​​President Su. The weight of holdings in the field of 'Internet Finance' is definitely not low."

"Could it be that President Su's previous prophecy will come true?"

"At least for now, the market's follow-up market trend, no matter where it breaks through, is possible."

"In the field of 'big infrastructure', in fact, the industry sectors such as 'construction decoration', 'building materials', 'real estate', and 'steel' all have expectations of a 'reversal of difficulties', and the K-line trend is not bad, that is, 'big The range of concept stocks and the market value of the infrastructure' line are too large, and I seriously doubt whether the current market capital volume and investment enthusiasm can lift this line?"

"In fact, although the volume of the 'big infrastructure' line is large, the upward pressure is not as great as imagined."

"In April and May, such a big market breakout on this line, I believe it is possible after full adjustment now."

"On the contrary, it is the main line of "concept growth stocks" on the small and medium-sized board and the ChiNext board with the core of "LeTV". In fact, it’s not too high, there’s no reason why the upward pressure is so great!”

"I think whether it is 'big infrastructure', or the main line of 'conceptual growth stocks' such as 'film and television media', 'smartphone industry chain' and 'mobile Internet', the expectations are actually not bad, but the line of 'conceptual growth stocks' It doesn’t feel as clean as the line of ‘big infrastructure’.”

"What do you mean? The major areas of 'conceptual growth stocks' have been adjusted for almost half a year, and the bargaining chip structure is still not clean?"

"Whether the bargaining chip structure is clean or not depends not on how long it has been adjusted, but on the specific situation of internal positions. According to the first quarter reports of many individual stocks in this field in the market, as well as last year's annual report, the main line of 'conceptual growth stocks', although It has been fully calculated and adjusted for almost half a year, but many large institutions and industrial investment institutions that intervened last year have not reduced their positions and cleared their bargaining chips, and many major institutions are still increasing their positions at low positions. In contrast, in the field of "big infrastructure", one There are basically no major institutions holding positions in most of the core weight stocks."

"Isn't it a good thing for a big main line of the market and a large number of institutions to hold positions?"

"A good thing? Not necessarily!"

"It depends on how you look at it. If the stock prices of the core stocks in the main line are at historically low levels, and the expectations are strong, it is a good thing that the main players of the institutions are unanimously bullish on a large scale, but the 'smartphone industry chain',' The two lines of “mobile Internet” have been speculated in the market for two or three years in a row. Many institutions intervene early and the cost is very low. This is a pull for the main institutions involved in the follow-up, such as this year or now. Constraints have been formed, and because the expectations of these two lines have not been fully fulfilled, and the stock price has not been adjusted sufficiently, it appears that there are quite large discrepancies in the disk. If there is no step forward, a huge amount of funds will be needed to undertake every little space that is opened up. .”

"Similarly, in the direction of 'big infrastructure', since the main funds of institutions have basically been cleared, all the silent chips on the market are retail investors' chips. The new main funds involved can easily guide the market based on their capital advantages, especially when there are corresponding funds. This is also the reason why the main line of market capitalization and volume of "big infrastructure" can get out of such a lucrative market trend in April and May."

"So...compared with the line of "concept growth stocks" on the small and medium-sized board and the ChiNext board, the main line of "big infrastructure" is easier to rise?"

"You can't say that. It depends on whether the core sectors of 'conceptual growth stocks' can shrink and stabilize after a rapid increase in volume. If they can shrink and stabilize after increasing volume, then there is still a lot to do if they continue to rise." , Hey... Generally speaking, the market is at this stage, and the divergence of the main funds in the market is actually bigger than all of us imagined. The specific way to go will have to wait for further confirmation by the market."

"Let's look at the dragon and tiger list first. Without the support of actual buying and selling data, empty talk analysis is useless."

Amid heated discussions among investors in the entire market...

At 5:30 p.m., the rankings of the two cities were refreshed, and a total of 22 stocks were listed in the two cities. Among them, Huace Film and Television, Ciwen Media, Wentou Holdings, LeTV, Hengsheng Electronics, and Shanghai Steel Union Fushun Special Steel and Fushun Special Steel are both on the list, and the trading seat related to the main capital of the 'Yuhang Department', 'Fortune Road' is also on the list consecutively, ranking among the trading seats of 4 stocks, attracting the market's attention to this transaction The many investor groups in the seat were shocked again.

"Sure enough, 'Huace Film and Television' was smashed by Mr. Su's 'Wealth Road' today, with a net sale of more than 2800 million yuan!"

"Boss Su is still selling the stock 'LeTV'. I'm speechless..."

"Look at the two checks of 'Hengsheng Electronics' and 'Fushun Special Steel'. Mr. Su made a big purchase on these two checks. Among them, the check for 'Fushun Special Steel' actually bought 1.1 million yuan!"

"Damn it, Mr. Su's 'Wealth Road' is still as good as ever!"

"Pay attention to the institution that appeared two days ago, and the buying volume of that institution today is no less than Mr. Su's 'Wealth Road'!"

"Holy shit, on the Dragon and Tiger list of 'LeTV', there are actually net purchases from three institutions."

"Crazy, and the net purchases of the three institutions are all over 1 million yuan. No wonder... No wonder LeTV.com is under the violent turmoil, and the discrepancy is so large that it will not fall. The institutions have joined forces to buy. How can this fall?"

"I feel that 'LeTV' will definitely have to go up in the future."

"'Shanghai Steel Union' is also on the list. Can you believe that there are institutional seats to buy this old monster stock!"

"What's the matter, institutions can't buy it? I think it's good. According to the analysis of the net buying volume of the market's dragon and tiger list data, the core market position is still in the field of small and medium-sized growth stocks, and apart from active institutions, today's There are also quite a few well-known hot money involved."

"The data of this dragon and tiger list proves that the overall profit-making effect of the market is still quite strong, so there is no need to worry too much about the market outlook."

"President Su's 'Fortune Road' is really active recently!"

"Obviously, Mr. Su is the bargaining chip for the main line of "concept growth stocks" such as "film and television media", "smart phone industry chain" and "mobile Internet" in the early stage, and concentrates on increasing positions in "military industry" and "infrastructure". The bargaining chip in the traditional field, I just don't know that the field of "Internet Finance" is also the main line of "conceptual growth stocks". Why does Mr. Su continue to increase his position at a high level when he is optimistic about the traditional field? "

"President Su bought 'Hengsheng Electronics', perhaps not because of the concept of 'Internet Finance', but because of the expectation of the listing of 'Aribaba'? Hey...that's the line of 'E-Commerce' that broke out today." Popular stocks, such as Sanjiang Shopping, Pegasus International, Xinhuadu, Small Commodity City, and Toocle are not listed on the Dragon and Tiger List. I can’t see who blocked these stocks today. I always feel that Mr. Su is in the entire line of business. , There may be a large-scale increase in positions today."

"No, it's impossible for Mr. Su to attack with so many main lines at the same time!"

"I can't say for sure. After all, the main funds under the 'Yuhang Department' are really huge. According to the principle of institutional holdings, they should not be concentrated on a certain main line."

"Today's Dragon and Tiger Rankings are in line with expectations as a whole. The only ones that somewhat exceed expectations are the checks of 'Hengsheng Electronics', 'Fushun Special Steel', and 'LeTV'."

"Pay attention to the trend of these three checks tomorrow. Maybe the trend of these three checks can change the direction of the market."

"I hope that the Shanghai stock index will be firmer tomorrow and hit a big positive line."

"It's bound to fall for a long time. The stock index is here... It's really fluctuated for a long time. If it doesn't break through, I'm afraid the market will lose all its popularity. At that time, it will have to go down to find new support."

"It's true that the stock index is here, which makes people very upset. Fortunately, on the whole, there are always hot concepts to do, and the market's profit-making effect is not bad. Otherwise... I feel that the index should have fallen back a long time ago, hey... I also hope that this wave can really go up, everyone is really looking forward to the bull market for a long time!"

While everyone continued to discuss intensely based on the refreshed data of the Dragon and Tiger Rankings, and one after another expressed their own analysis points of view.

In the mouths of well-known fund managers in the asset management industry, in the views of major chief investment advisors and analysts in securities investment institutions, in the analysis of influential financial media and stock commentators, everyone is still brainless. Singing more markets, and at the same time... more and more consistently optimistic about the main line of "growth stocks" such as 'smartphone industry chain', 'mobile Internet', 'film and television media', 'Internet finance', 'e-commerce' , expressing that under the condition of weak economic growth, the vast incremental market in the field of emerging industries may be the antidote for economic development.

As for today's session, the 'steel', 'military industry', and 'nuclear power' sectors that once showed some performance.

In the eyes of the chief investment advisors, chief analysts, well-known fund managers, and stock critics of well-known institutions in the market, it is a bunch of "sunset" junk, and the growth and performance are completely unpredictable. The disclosure is extremely opaque and does not have sustainable investment value. In the historical performance of market development, the "junk" investment sector has long been falsified. Few people really dig deep at this time and pay attention to these "sunset" investment sectors. 'The traditional investment areas of the industry, and firmly optimistic about these areas.

And it is in this emotional evolution, as well as the market's overall investment point of view.

In the evening, U.S. stocks in the external market continued to open higher, and many well-known "technology stocks" in the market continued to show strong trends, giving the entire domestic market a bias towards emerging industries and the "smartphone industry chain" , 'Mobile Internet', 'Film and Television Media' and other investment groups in the direction of 'growth stocks' added fire to their hearts.

(End of this chapter)