Rebirth of the investment era

Then, the next moment.

Several core stocks of Enlight Media, Huayi Brothers, and LeTV have risen by more than 4% in a straight line, while Huace Film and Television, Wasu Media, Phoenix Media, Boshi Media, Shengda Media, Zhejiang Digital Culture, Yanjing Culture, Wenhua A series of related stocks, such as Cultural Investment Holdings and Ciwen Media, etc., were pushed up by the main buying funds, and instantly increased by more than 3%. Among them, the two stocks of Cultural Investment Holdings and Ciwen Media were even higher. The straight-line rise exceeded the 7% increase, and it seemed that it was rapidly hitting the daily limit.

And at the same time, a large amount of buying funds quickly poured into the ‘film and television media’ sector.

Due to a large number of core stocks, the market has risen rapidly.

The growth rate of the industry sector index of 'Film and Television Media' also surged forward rapidly. From the flat market fluctuation a few minutes ago, it continued to rise and reached an increase of around 5% in an instant. From the relatively lagging behind in the industry sector growth lists of the two cities, position, jumping to the top of the list of gains.

"Fuck, what's going on?"

Faced with the sudden riot in the 'Film and Television Media' industry sector, as well as the two major conceptual sectors of 'Cultural Media' and 'Film and Television Entertainment', the numerous retail investor groups gathered in the discussion area of ​​the trading platform all looked confused. Besides, it was extremely shocking.

"In the entire 'film and television media' sector, in an instant, the net inflow of main funds has changed from an outflow to an inflow, and the net inflow amount has almost increased by a level of 20 million per minute. This is too ...Isn’t it scary? Is there any major benefit in this field?”

"There must be some major benefits, otherwise the main funds would not attack so quickly all of a sudden."

"Let me go, the stocks of Enlight Media and Huayi Brothers have both increased by more than 7%. They are going straight to the daily limit, and LeTV is also catching up!"

"The two checks from Huace Film and Television and Ciwen Media are even stronger."

"Just now, Ciwen Media has hit the daily limit, oh my god... within five minutes, the amplitude of this check exceeded 12%, and on the way up, there was a huge increase in volume. I feel like this is really good. "

】

"Hey, what's the benefit? Big money comes every time, so you know it in advance!"

"There's nothing we can do about it. We have the advantage of information channels, but this kind of sudden market fluctuation is not sustainable. Do we want to follow the trend?"

"See if it's a scam. If not, you can follow."

"The market prices of the entire sector have changed. It shouldn't be a scam, right? The inflow of main funds is really strong."

“Let’s just follow the trend first. The ‘film and television media’ sector, at this position, is actually completely lagging behind the rebound trend of the entire index in terms of increase. The risk of participation at this time is not high.”

"Indeed, due to the market's previous preference for major funding styles, the overall position of the 'film and television media' sector is basically the same as last year before the concept of 'mobile games' was hyped. Compared with other sectors of the entire market, the growth rate is indeed Relatively backward.”

"Damn it, hurry up and follow, Wasu Media and Cultural Investment Holdings are also going straight to their daily limit."

With everyone exclaiming, and many retail investors who are quick to see opportunities continue to follow suit...

When the market trading time quickly passed 11 o'clock and entered the last half-hour trading session in the morning, the market conditions in the entire 'film and television media' sector began to become more intense. At the same time... many main funds were buying, and the path of attack also It began to develop from the original main business companies such as "TV series, film production, celebrity agency business, theater business" to the entire "entertainment" industry.

Of course, at this time, except for a very small number of major financial players who have obtained accurate inside information.

Most of the other following institutions, hot money, and retail investors are still confused about this market explosion in the field of "film and television media".

Even within the main group of Yuhang hot money that Su Yu belongs to.

The hot money bosses who have fully realized that the market trend in the field of "film and television media" is not simple, although many people have already participated in following the trend, they are still confused in their hearts.

"Who can tell me what the trend of 'film and television media' is like?"

"I don't know, it felt like it suddenly broke out."

"Even if there is any news, it will only be announced after the market closes at noon, right?"

"Is there really any major positive news, or is it just... purely speculation on the market? Or... is it similar to last year's "Guangda Securities" own market trend?"

"It can't be a false indicator of the market. After all...these changes are all mid- and small-cap concept stocks!"

"In the field of 'film and television media', there are not many large-cap stocks, right? LeTV and Oriental Fortune, they should be regarded as slightly larger stocks."

"The financial attacks are so rapid and continuous, not a wave of attacks. This should not be a pulse-like market fluctuation. There should indeed be some major industry benefits, special... news It’s really annoying that channels are one step behind.”

"Hey, it seems that market news has leaked again."

"Every time there is major good news in the market, it is not leaked. Do you still remember the market situation of the "Shanghai Free Trade Zone" last year? That news was also leaked in advance, right?"

"There is no airtight wall in the world. Isn't this normal?"

"There is asymmetry in the news channels. This is okay. The key is... is the market sustainable and is it participatory?"

"The 'film and television media' industry sector suddenly started to riot around 10:50. Now at 11:07, in less than 20 minutes of trading time, there are already 5 stocks with daily limit and 12 component stocks with increases of more than 7%. I feel that the market is going It is indeed possible to explode, and the intensity is very strong. At this time, the risk of following the trend and participating should be very low."

"What specific benefits will it bring?"

"Looking at the direction of the strongest financial attack, it is most likely the direction of 'film and television production', right? Ciwen Media, Huace Film and Television, Cultural Investment Holdings, Yanjing Culture, Huayi Brothers, Guangguang Media, LeTV... basically the main business The businesses are all related to the direction of 'film and television production and investment'. At the same time, in the 'film and television media' sector, other non-'film and television production' directions, such as Wasu Media, Phoenix Media, Boshi Media, Shengda Media, and Zhejiang Shu Culture, are relatively important. Weaker, of course... stocks in other traditional publishing media fields and online media fields will be even weaker."

"Awesome, look carefully, you really have this characteristic."

"But now, the market has begun to spread to the entire 'film and television media' field. Basically, stocks related to 'culture and entertainment' are all moving."

“I feel like everyone is guessing about the funds that follow the trend, right?”

"It should be said that in the entire market, most investors are confused about the sudden riot in the 'film and television media' sector."

“It’s hard to follow the trend, so let’s wait until the news is clear!”

"The news is clear. The stock prices of many target stocks should already be in the sky, right?"

"Don't be afraid. If the market continues, and if there is enough major positive news, the market will not just go through this wave. It should be too late to participate after the news is clear."

"In fact, if we follow the trend of 'film and television production and investment' where the market has the strongest financial attack, I think the risk is still very small. No matter how the news changes, at least in the market, the main flow of funds is , you can’t deceive people, right?”

"Indeed, at the same time, in the field of 'film and television media', there has been no large-scale hype in the early stage for a long time."

"The large-scale riots in this field were still the highlight of the hype around the concept of 'mobile games' last year, right? Speaking of today...the concept of 'mobile games' has not moved much, right?"

"This shows that the direction is positive, not the direction of 'mobile games'."

"However, the overall market value of the 'film and television media' sector is too small. Even if there is a market, it shouldn't be able to support the entire market, right?"

"There is no doubt that in terms of the macro main line, if the market index wants to continue to break upward, it must rely on the two main lines of 'infrastructure' and 'military industry', but the two main lines of 'infrastructure' and 'military industry' continue to Sexual interpretation will not affect the market explosion of the 'film and television media' sector, right?"

"I'm afraid that it will divert the active funds on the market. I think this is not a good thing for the market."

"No, I still think that the more continuous speculation routes to make money on the market, the better, so that a perfect market rotation can be formed, which can also create a continuous market money-making effect, and as long as there is a continuous The money-making effect of the market, are you worried that there will be no incremental off-market funds coming in?”

During the heated discussion, the market trading time was advanced by another 10 minutes.

At this time, the index growth of the 'Film and Television Media' industry sector, which was in full riot, has suddenly reached an increase of nearly 5%. It still ranks first in the growth rate of the industry sectors in the two cities, maintaining the posture of leading the gains in the two cities, and because of the 'Film and Television Media' industry sector index, 'Driven by the market conditions in this field, the market style of the entire market has gradually begun to favor the small and medium-sized board and GEM, which are mainly small and medium-sized concept stocks.

As a result, the market closed near midday.

The growth rate of the small and medium-sized board, GEM index, and Shenzhen Index all exceeded that of the Shanghai Index, once again showing the pattern of Shanghai being strong and Shenzhen being weak.

At the same time, due to the large amount of active funds on the market converging into the 'film and television media' field, the market prices in the main line fields of 'infrastructure' and 'military industry' that performed well in the first few trading days last week have declined, and many corresponding companies in these fields have declined. Popular stocks have also seen varying degrees of selling and selling.

Overall, after the ‘film and television media’ sector broke out across the board.

As market sentiment and the trend-following effect ferment and deepen, there are certain signs of style switching in the market.

Finally, when the time was fixed at 11:30, the two cities ushered in the midday closing moment. The Shanghai Index was fixed at 78 points, up 29%, while the Shenzhen Stock Exchange Index and ChiNext Index rose 63% and 89% respectively. Among them, the Small and Medium Enterprises Index The index rose by more than 1%, showing a posture of leading the rise of important indexes in the two cities.

And due to the deviation of the market trend...

Even during the whole morning market trading period, the Shanghai Stock Index showed almost no change compared with the opening time of 9:25, and it did not reach the 2,300 point as expected, but the continuous profit-making effect of the entire market is not bad. The two cities have nearly 2,000 points. Among stocks, nearly 1,400 stocks achieved a red market at the midday closing time.

Among them, especially the field of ‘film and television media’.

After continuous attacks from various funds in the market, at the close of the afternoon, as many as 6 stocks in the sector had changed hands and reached their daily limit, 14 stocks rose by more than 7%, and their industry sector indexes even increased in the last few minutes. During the period, the stock price surged upward in a straight line, almost breaking through the 3% increase mark.

Faced with such a midday closing result.

The majority of investors in the market are not only confused but also optimistic and excited. After all, although the index has not risen much, the individual stocks held by many people have outperformed the market overall.

"How many new chips have been purchased?" At 11:35, 5 minutes after the noon closing, inside Yuhang, Yuhang Investment Company, in the main fund trading room, Su Yu stared at the frozen market of the two markets, turned to the Li Meng, who was counting the data, asked.

After counting the background position data of several major funds, Li Meng responded: "The new buying funds are 3.6 billion. Our funds have a total available cash of about 2 billion."

"Did you only buy 3.6 billion?" Su Yu frowned.

This purchase volume, compared with the company's several main funds, with a total position data of 30 billion, is basically better than nothing.

Li Meng responded helplessly: "The overall market value of the 'film and television media' sector is relatively small, and the circulation of its related core component stocks is even smaller. Although we have grabbed a certain amount of information through news channels, We have the opportunity to take the lead, but we cannot increase our positions as freely as we can on the two main lines of 'infrastructure' and 'military industry'."

in market investment transactions.

The larger the amount of funds, the more restricted liquidity will be.

This is also the reason why major funds rarely attack small-cap concept stocks with small circulation and participate in short-term market speculation.

When Su Yu heard what Li Meng said, he naturally understood this. After thinking about it, he smiled helplessly and said: "It seems that we can't eat much of this fat meat. Forget it... how much can we earn? How much? It is better to place the core of subsequent transactions on the main lines of 'infrastructure' and 'military industry' with better liquidity."

"Yeah!" Li Meng nodded and agreed.

The larger the amount of funds, the more restricted the transactions. They can participate in the 'Film and Television Media' line, but if the core of subsequent transactions is placed on this line, it will be a bit inconvenient for the performance of the entire fund. Give up the basics and pursue the last.

Unlike the entire "Yu Hang Series" funds, they are helpless on the main line of this sudden outbreak of the market.

Within Yuhang Jingda Investment Company, which is a small and medium-sized capital company, in the main fund trading room, fund manager Lin Tingzong stared at the midday closing pattern of the two cities and the almost full-scale explosion of the 'film and television media' sector, but his expression was quite excited. It seemed like I sensed a huge opportunity to participate.