The investment era of rebirth

Chapter 546 Competition for Market Dominance (35)!

Finally, when 9:25 came, the call auction of the two cities ended.

I saw that the Shanghai Designated Index was at 2303.56 points, up 0.04%, showing a flat opening state; the Shenzhen Stock Exchange Index and the ChiNext Index opened 0.59% and 0.89% higher respectively. Based on the opening of the index, the entire A-share market,' Shanghai weak deep strong' situation is very obvious.

"Oh my god! Why is the stock index so weak!"

Seeing the opening of the market like this, some investors in the market at the moment gathered in the discussion area of ​​the trading platform exclaimed.

"It's not considered weak if it can be slightly red. Anyway, it still stood at 2300 points at the opening."

"Compared with the Shenzhen Index, ChiNext Index, and Small and Medium-sized Index, the Shanghai Stock Exchange Index appears to be very weak. Hey... yesterday's 'Military Industry', 'Steel', and 'Nuclear Power' sectors all failed to show sustained profitability. Effect, depending on the situation, the line of 'technological growth' has obviously become the core of the market."

"Even the check for 'Fushun Iron and Steel' did not generate enough emotion and expectations, so the lines of 'steel' and 'military industry' naturally had no hope."

"Sure enough, Hengqiang is still strong! 'LeTV' is still going up."

"The market sentiment is all on the line of 'technological growth'. I feel that the next market development will continue to run wild on this line?"

"The performance of ChiNext Index and Shenzhen Index is already an obvious breakthrough trend?"

"The king of the 'GEM' is back. The market in the second half of last year is likely to be repeated."

"In order to form a substantive breakthrough trend for the Shenzhen Index and the ChiNext Index, you have to continue to confirm upwards, right? However, looking at the results of the call auction trend at the opening, the market is indeed developing around the main line of 'technological growth'. There should still be a high probability that the two major indexes will form a substantial breakthrough trend.”

"There is no doubt that at this time, the main board should be abandoned, and the layout of the 'technology growth' line should be the main layout."

"Looking around, at the moment, the market's industry sector and concept sector growth charts are all related to the concept of 'technological growth'. Under this situation, it is easy to predict the trend after the official opening."

"Indeed, but the performance of the stock index is not that bad."

"Today's overall market sentiment is good. Although the main market hotspot is the 'technological growth' in the small and medium-cap sector, the Shanghai Stock Exchange Index feels that it has the momentum to break through. At least... the position of 2300 points must be able to stand firm , In fact... Let me say, at this time, whether it is buying stocks in the line of "technological growth" or buying stocks in traditional industries on the main board at this time, the future market expectations are not bad."

"I don't think, on the whole, the market is still a game of stock, and as long as it is a game of stock, there will be no so-called off-market continuous incremental funds in the market, so...with a certain stock of funds, 'technical After the "growth" line occupies too much market liquidity, the traditional industries on the main board will inevitably not have enough active funds to support their liquidity, and naturally there will be no sustainable profit-making effect."

"Agreed, in a word, since the market has already made the direction choice of the main line, then we just need to follow it."

"According to the previous data of the Dragon and Tiger List in the market, we can know that the core main positions of Mr. Su's "Fortune Road" seat should still be in the traditional industries of the main board, especially the field of "big infrastructure", right? Moreover, Mr. Su announced two days ago I said that I was openly optimistic about the development of the market in the direction of the main board, and now...the market trend has completely turned in the opposite direction, does this mean that President Su's market views are not necessarily correct?"

"Not only a few days ago, but yesterday, Mr. Su's 'Fortune Road' was still increasing its position in Fushun Special Steel, increasing its position in the direction of 'infrastructure'."

"To be honest, President Su's choice this time around is somewhat incomprehensible."

"I don't understand either. We can all clearly perceive the market hotspots, which are always biased towards the line of 'technological growth'. It makes no sense that Mr. Su doesn't understand!"

"If the investment logic of the boss is so easy to understand, then he is not a boss."

"But obviously, for the time being, there will be no market for the line of 'big infrastructure'!"

"It's not that there won't be a market for the line of 'big infrastructure'. It is difficult for blue chips with large market capitalization in the traditional investment field of the main board to have a sustainable profitable market. The entire 'big infrastructure' field, such as 'Shanghai Construction Engineering, Tianshan Cement, Beijiang Communication Construction, Pudong Construction, Chongqing Development, Beijing Capital, Financial Street, China Fortune Land Development...' and other mid-to-small-cap stocks are still trending very well, not worse than the line of 'technological growth'."

"It is obvious that the active buying activity in the direction of 'big infrastructure' and the overall net inflow of main funds in recent days are completely incomparable with the line of 'technological growth'."

"The reason why Mr. Su has been insisting on investing in the line of 'big infrastructure' is that it's hard to turn the boat around, right?"

"Not necessarily. In the past, Mr. Su made a lot of money to raise funds and increase positions at the moment when the good news of the "film and television media" market came out. The "Yuhang Department" under the leadership of President Su is so firmly optimistic about the direction of "big infrastructure", but despises and ignores the main line of "technological growth". "

"Then, what is the reason for the recent trading operations of the main fund of the 'Yuhang Department'? Could it be that in terms of trading cognition, the line of 'big infrastructure' is more important than the line of 'technological growth'?" Has the potential for market explosion, or investment potential?"

"That's the only way to explain it!"

"If the main line of the market turns to the direction of 'technological growth' in an all-round way, will Mr. Su's 'Wealth Road' fall from the altar and its influence will be greatly reduced?"

"This is for sure. It is estimated that the performance of the funds under President Su will be greatly affected."

"Sure enough, there is no real god in the market!"

"No, although the current market sentiment and discussions are almost all on the line of 'technological growth', why do I always feel that this line is difficult to continue to make room for the market!"

"I have the same feeling, but I don't know why."

"Agreed, clearly looking at the board, you can see at a glance the core concepts of 'Internet Finance', 'E-Commerce', 'Apple Concept', 'Film and Television Entertainment', 'Mobile Games', and 'Domestic Software' in the main line of 'Technology Growth' The trend of the sector is very strong, and the related core popular concept stocks opened slightly beyond expectations, but I just feel that this line is very risky, and it is very difficult to make money by intervening.”

"Fear of heights is actually quite normal."

"However, in fact, judging from the historical past trends of the market, it is normal for the strong to be strong and the weak to be weak. Fear of heights and risks is the root cause of our losses."

"Speaking of a thousand words and ten thousand, as a loyal fan of Mr. Su, I still insist on following Mr. Su's "Wealth Road" operation before the line of "technological growth" has completely broken through in technology, hehe... I I don’t believe it, the stock index has been trading here for so many days, digesting so many free chips around 2300 points, abruptly stabilizing the situation, and not adjusting downwards, the great breakthrough opportunity will be wasted!”

"Yes, as long as the Shanghai Index breaks through upwards, even if the market will lag behind the Shenzhen Index and the ChiNext Index, but the line of 'big infrastructure', such a good trend pattern, will inevitably move in the future. Although the strong are always strong, But in such a situation, there is nothing wrong with buying bottoms and lurking.”

"Yesterday, the market almost completed the 'high-low switching' trend in the short-term market. Maybe... will it continue this style today?"

"Generally speaking, the opportunity of the line of 'technological growth' is greater than that of the traditional investment fields of the main board, especially the related sectors of 'big infrastructure'. The influence of the "Fortune Road" and the continued optimistic attitude of the main fund of the "Yuhang Department" are not without market."

"It's a good start, but in reality, the divide in the market hasn't gone away."

"After the official opening, observe and observe again. I always feel that today's market trend will definitely not be simple."

"Pay attention to the trend of popular concept stocks such as 'Fushun Special Steel, Beijiang Communication Construction, LeTV, Wangsu Technology, Lixun Precision, Shanghai Steel Union, Hengsheng Electronics, Sanjiang Shopping, and Pegasus International'. Within minutes, the trend of these stocks will quickly determine the market style of today's market."

"It makes sense. The trend of the market depends on the concept leader. The trend of these popular concept stocks will be very critical to the market today."

"Huaguo Railway Construction, Huaguo MCC, Huahang Optoelectronics, and China Fortune Land Development, the core weight stocks in the fields of 'big infrastructure' and 'military industry', all had obvious changes in the intraday trend yesterday, and we must pay attention to them today. , if these votes rise and continue yesterday's market trend, then I feel that the main direction of the market still has a chance to be biased towards "big infrastructure". "

"Hey, let's hope, no matter which direction the market breaks through, the most important thing is to quickly stand at 2300 points and create a new index height space. After all, only when the index really goes up can the market's investment confidence be really established. Only then will there be a steady stream of off-market incremental funds entering the market.”

"I agree, so it is meaningless to argue about the bias of the main market."

"I don't have so many thoughts, I just think that in the worst case of the market, the index should not fall much at the current position, so... light index, heavy individual stocks, I think this is the best investment strategy at this stage , and heavy individual stocks...then naturally, whichever check has a strong trend, we will chase whichever one."

Accompanied by the heated discussions among many retail investor groups, as well as the rapidly refreshed posts in the discussion area of ​​the trading platform.

The short 5-minute suspension time passed in a blink of an eye.

I saw the time pointer quickly turned to 9:30, and the stagnant market in the two cities ushered in drastic changes in just 5 minutes of emotional brewing.

In the eyes of tens of millions of investors, the market has just begun to change.

Within the scope of the main line of "Technology Growth", such as "Internet Finance", "E-Commerce", "Apple Concept", "Film and Television Entertainment", "Mobile Games", "Domestic Software", "Mobile Payment", " Many popular concept sectors such as "smart city" have risen rapidly, and their related popular stocks, such as LeTV, Netspeed Technology, Huayi Brothers, Hengsheng Electronics, Oriental Fortune, Huake Financial, Shanghai Steel Union , Lixun Precision, Crystal Optoelectronics, Tianyu Information, Changqu Technology, Huaqingbao, Huace Film and Television, Wentou Holdings... and many other stocks have also frantically absorbed the active follow-up capital flow of the entire market. Explosive volume pulls up the trend.

Immediately afterwards, at 9:31, 'Huace Film and Television', which had opened a lot lower, instantly became popular, and 'LeTV', which ranked first in the list of investors' attention in the two cities, also achieved 1 million hits in one minute. , The disk's gains quickly hit the 2000% gain mark, setting a new high for this round of rebound.

At 9:32, the three core weight stocks of the GEM, 'Wangsu Technology, LeTV, and Dongfang Fortune', simultaneously pulled up upwards, driving the intraday growth rate of the GEM to leap over the 1% mark. At the same time, due to The concept sectors of the whole line of "technological growth" are sought after by the active capital groups on the market. The Shenzhen Stock Exchange Index and the Small and Medium-sized Index also passively followed the ChiNext Index to rise rapidly, further widening the gap with the Shanghai Index.

At 9:33, when the Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium-sized Index Index absorbed the active capital flow of the entire market and went up in an all-round way, the Shanghai Index did not rise but fell. In just 3 minutes, it fell below 2300 points The mark, from red to green, fell to the underwater position in the intraday market. At the same time, the gap between the intraday gains of the most powerful ChiNext index widened to more than 1%.

At 9:34, under the condition that the main line of "technological growth" siphons active capital groups in the market, the "military industry" and "steel" sectors that performed well yesterday also quickly retreated and fell into the water. The two core hot concept stocks in the field of "big infrastructure" that reported strong expectations, 'Fushun Special Steel and Beijiang Communication Construction', also opened significantly higher, and quickly fell back on heavy volume, and there were endless sell-offs on the market.

At 9:35, LeTV's growth hit the 3% mark, and the turnover exceeded 1.3 million.

At 9:36, "Huace Film and Television" suddenly exploded in volume and rose at full speed, and the growth rate jumped from the position of barely turning red to around 5%.

At 9:37, the entire concept sector of 'film and television entertainment' rose to around 1.5%.

At 9:38, the 20 popular concept stocks that received the most attention from market investors in the main field of "Technology Growth" all achieved a situation of rising in the red market.

At 9:39, the ChiNext Index continued to set a new intraday rebound high, refreshing the intraday increase to 1.25%.

At 9:40, the Shanghai stock index fell all the way and touched the 2295 point mark again. At the same time, both the market investment sentiment and the main direction of the active capital groups on the market have shifted to the main line of "technological growth". The market sector and concept sector growth charts are almost all occupied by related industry sectors and concept sectors of the main line of "Technology Growth".

At 9:41, the "film and television entertainment" concept sector rose by 2%, and LeTV hit the 5% mark. At the same time, the intraday turnover exploded to 2.3 million.

At 9:42, seeing the entire market, 'technological growth' stocks exploded, and the corresponding popular concept stocks opened higher and higher, frantically absorbing major funds from all parties, active buying emerged in endlessly, and the increase was getting higher and higher. The majority of investors who pay attention to the market are thinking that the style of today's market is set, and they all think that the weak Shanghai Stock Exchange Index, as well as the main traditional investment fields related to the main board, will not have any outstanding performance.

At 9:43, after a 13-minute adjustment, the intraday gains had been adjusted from a high opening trend to a flat position on the "Fushun Special Steel" disk, and there was a sudden and rapid burst of continuous large orders from thousands of buyers, and this The huge buying funds of the stock directly drove up its stock price crazily with lightning speed. In just 30 seconds, it took the initiative to buy more than 5000 million yuan, pulling the stock price from a flat position, and pulling it up. It rose to an increase of nearly 7 points.

At 9:44, 'Fushun Special Steel' temporarily adjusted around the 7% increase, and then continued to rise, without hesitation hitting the daily limit in a straight line.

At 9:45, the daily limit of 'Fushun Special Steel' was sealed, and the trading volume reached 1.39 million.

At 9:46, driven by the daily limit of 'Fushun Special Steel', 'Beijiang Communication Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Yukai Development, China Fortune Land Development, Beijing Capital, Bayi Iron and Steel, Valin Iron and Steel... ...' and other related popular concept stocks also followed the trend and followed suit. Among them, 'Beijiang Communication Construction' went up in a flash, and the trend also showed an upward straight line, instantly touching the 5% increase mark.

At 9:47, driven by a crowd of popular concept stocks, the 'steel', 'military industry', 'real estate', and 'building materials' sectors quickly became popular from underwater. At the same time, the stock index also rose rapidly and returned to 2300 points bit.

At 9:48, 'Beijiang Communication Construction' closed the daily limit, and the daily turnover also exceeded [-] million.

At 9:49, the volume of Hongdu aviation in the "military industry" concept sector rose rapidly, while the "nuclear power" sector turned red and rose.

At 9:50, just as everyone was surprised by the changes in the popular concept stocks in the two major fields of "big infrastructure" and "military industry" on the main board, and had not fully reacted, the "infrastructure" and "military industry" The core weight stocks of "Huaguo Railway Construction", "Huaguo MCC" and "Huahang Optoelectronics" also moved in a flash, with the active buying volume increasing by more than 1000 million every ten seconds, pulling up in a straight line. At the same time, the three The increase in the stock price of the check also quickly jumped to the position of the two cities' real-time increase list.

"what's the situation?"

Facing the alternate evolution of the market in just 20 minutes since the market opened, at this moment, within Shenzhen Pingyin Asset Management, the main fund trading room, Chen Shen, Gao Yixiang, Wang Jinglun who are in charge of tracking transactions, and the person in charge of drafting trading strategies Liu Ziliang, the general manager of the asset management business, was dumbfounded and completely unable to understand.

Of course, at the same moment, Yuhang and Yuhang invested in the company.

In the trading room of the main fund, Su Yu stared at the changes in the market at this moment, and his originally calm face could not help showing a look of great surprise.

(End of this chapter)