Rebirth of the investment era

However, even though the market is limited by volume and energy, it is still unable to form a comprehensive general rise effect and continue to break upward. However, as the market's money-making effect continues, as the bullish sentiment of investors on and off the market continues to deepen, with the potential of this position Selling is getting weaker and weaker, as incremental OTC funds continue to enter...

The investor group in the entire market has increasingly strong expectations for an upward breakthrough in the market.

In other words, as the market trading time goes backwards and various market factors continue to ferment and spread, it is almost a matter of time before the index breaks through the pressure of 2300 points upwards.

"The 'Film and Television Media' line exploded like this, but the Shanghai Stock Index still failed to break through 2,300 points!"

At around 3:20 p.m., in the Yuhang and Anzhao Fund's internal 'Selected Mixed No. 1' fund product trading room, Zhou Hui stared at the computer screen, where the market prices of the two markets had already closed. After a brief review, He lamented: "It seems that the market volume and sentiment are still insufficient. The Shanghai Stock Index's 2,300-point barrier is not as easy to break through as imagined."

Sitting next to Zhou Hui, Qin Qiuyue, who was also reviewing the market carefully, smiled and responded: "The market cannot form a joint force in the direction of the small and medium-sized boards and GEM guided by the line of 'Film and Television Media'. Naturally, it wants to rely on 'Film and Television' Media: It is unlikely that this line will lead the market as a whole upward to break through 2300 points. If you look at the trend at the end of this afternoon, it is obvious that the active funds in the market have already turned around in 'infrastructure' and 'military industry'. "We are waiting for signs of popular main lines in the early stage, which shows that there are still differences among the main funds in the market at this position."

"When this difference gradually weakens, the market will truly form a synergy in one direction..."

Qin Qiuyue paused for a while, thought for a moment, and continued: "At that time, it should be logical for the Shanghai Index to break through 2300 points and continue to open up market space."

"Yeah!" Zhou Hui responded softly, "The outbreak of the 'film and television media' line today is really unexpected."

Qin Qiuyue smiled and said: "It's a bit unexpected. At least after the good news was announced, few people would have expected that this line would explode like this in the afternoon. The entire 'film and television media' sector, as long as it follows The main business stocks related to 'film and television' have basically closed at the daily limit. There are 21 daily limit stocks in total. It was even more exaggerated than when the main lines of 'infrastructure' and 'military industry', which were directly affected by the good news, broke out. , I really didn’t expect it!”

"Does Mr. Qin think that the market continuity of the 'film and television media' line will replicate the trends of 'military industry' and 'infrastructure'?" Zhou Hui thought for a while and continued to ask.

Qin Qiuyue thought for a while and said: "In terms of the driving effect of this main line of market on the entire market, the 'film and television media' line is definitely far inferior to 'infrastructure' and 'military industry'. This can also be seen from today's trend. It can be seen that the overall size of the 'film and television media' line is too small compared to the entire market."

"But if we talk about driving market investment sentiment and hype sentiment..."

Qin Qiuyue smiled slightly and continued: "I think the line of 'film and television media' far exceeds the two main lines of 'infrastructure' and 'military industry.'"

"Why?" Zhou Hui asked.

Qin Qiuyue responded: "Because of the 'film and television media' line, the stock groups that have exploded are basically small and medium-cap concept stocks. The circulation of these concept stocks is not large, and there have been major changes in the fundamentals of the industry. At the same time, the macro With the policy tilting wildly, the logical expectations and market factors of the hype are basically full."

"In this case... all the hot money active in the market will not let go of the opportunity for speculation."

"If my predictions are correct, there should be a number of 'monster stocks' dominated by hot money in the field of 'film and television media'. Similarly, it will also greatly stimulate the nerves of the majority of retail investors in the market. , increase and accelerate the entry of potential off-site investor groups, as well as the entry of incremental off-site follow-up funds."

"In general……"

Qin Qiuyue paused for a moment, then continued: "No matter from which aspect, if the market's money-making effect can continue, it will be good for the subsequent development of the entire market."

"That's true!" Zhou Hui nodded and said, "It's a pity that in the 'Film and Television Media' line, we lost the upper hand before the news came out. Now we want to participate, but we can't."

Qin Qiuyue said with a smile: "It's no pity. There are countless opportunities in the market. No one can seize every possible opportunity. In fact... as long as we can seize one or two opportunities seriously, it will be enough. , and judging from the market trend, although the line of 'film and television media' is directly impacted by the good news, and the short-term hype expectations and sentiment are full, if the market wants to achieve a comprehensive breakthrough, it still has to rely on the 'infrastructure' and 'military industry' It will only be driven by the two main lines. In other words, we don’t need to be jealous, and we should conscientiously guard our own stock positions. I think there will still be good returns in the subsequent market trends.”

"Yeah!" Zhou Hui responded again, thought for a while, and said, "According to Mr. Qin's analysis, as well as today's actual market trends and main capital flows, we can indeed clearly know the 'mobile Internet' and 'smartphone industry chain'. 'These two main lines will not have much market trends for the time being."

"And without the blessing of these two main lines..."

"Then, even if the line of 'film and television media' can be continuously hyped by various active financial groups, I am afraid that the performance of the small and medium-sized board and GEM indexes will not be able to achieve anything."

"In this case, the overall market trend in the future will focus on the direction, and it should still be strong in Shanghai and weak in depth, right?"

Qin Qiuyue nodded and said: "From our analysis, this is indeed the case, but if the subsequent market develops in the direction we analyzed and expected, we can only wait for the actual market trend to be verified, take one step and see the next." , but no matter what... Judging from all aspects of expectations, emotions, and news factors on and off the market, the current market should have passed the dangerous stage, which means that the market has entered the "bottom when going down, and expectations when going up" stage.”

"Agree!" Zhou Hui said with a smile, "So we should be able to make orders relatively aggressively and harvest as much profit as possible as the market develops."

"Our fund's position is already 80%, isn't it radical enough?" Qin Qiuyue smiled and responded.

"Has Mr. Qin ever thought about issuing a new fund at this time?" Zhou Hui asked.

Qin Qiuyue thought for a while and responded with a smile: "Let's wait a moment. Although the market trend at this time is relatively clear in our analysis, looking at the entire market, the investment concerns of the majority of investors Confidence is still not fully established.”

"Coupled with the current main fund products of our fund company, the performance is not particularly outstanding."

"At this time, even if we issue new funds, we won't be able to raise much money. It's better to focus on the present and do a good job in the performance of our current fund products."

"after all……"

Qin Qiuyue paused and said helplessly: "In our Yuhang, there are only so many active large investment groups. In the past year, the rise of 'Yuhang Investment' has almost siphoned off all the active large investors in our Yuhang." The investment group has made it increasingly difficult for second- and third-tier small-scale private equity institutions like ours to issue new products and raise funds. In addition, the group's business has not been going well recently, so... let's wait a little longer. wait!"

Hearing Qin Qiuyue mention 'Yuhang Investment', Zhou Hui felt infinite emotion in her heart and said: "It is true that 'Yuhang Investment' is such a perverted institution, but... recently they have not announced their performance and specific positions to the market. I don’t know if the net worth curve can be maintained even though the data is available.”

"This Mr. Su from 'Yuhang Investment'..."

As Zhou Hui sighed, Qin Qiuyue could not help but flash through the scenes of meeting Su Yu several times in her mind, and had to admire: "I have to admit that this person is indeed a genius in the domestic financial trading market, but With the rapid expansion of the entire 'Yu Hang System' capital volume, facing an asset management scale of tens of billions, can he maintain the performance of his previous products? In fact, the entire market is concerned about the vast investment of this institution. As a group of readers, they still feel quite unsure.”

"If the net value curve of the 'Yu Hang Series' fund products cannot be maintained and the fund performance returns to mediocre..." Zhou Hui said, "Mr. Su will probably fall from the 'altar' that is currently being touted in the industry. ?”

"That's hard to say!" Qin Qiuyue responded simply.

Subconsciously, for some reason, she still hoped that Su Yu could continue this investment legend, break the constraints of asset management size on performance, and go further in the domestic asset management industry.

The two chatted a lot about the intraday market trends and feedback from the two markets.

At the same time, the established trading strategy is also fine-tuned accordingly.

Following the discussion between the two people, the majority of investors in the entire market, including various institutions and hot money groups, expressed their opinions on the all-out "film and television media" main line, as well as "infrastructure", "military industry" and other early popular main lines. There are also a number of popular concept stocks that are being chased wildly by funds, and the synergy of funds is very obvious, and the discussion is also extremely fierce.

Among them, Su Yu is in the main hot money group of Yuhang.

Everyone has major disagreements about the leading stocks of the "Film and Television Media" main line, and whether the market outlook is biased towards the development of the main board, or the development of the small and medium-sized board, and the GEM.

"Judging from today's trend, it is obvious that Ciwen Media and Huace Film and Television are the strongest performers, right?"

“It’s either the first to hit the limit, or who is the strongest. It also depends on who has the greatest driving effect on the entire sector and the most obvious synergy of funds. From this aspect, the two stocks of Huayi Brothers and Enlight Media, as well as LeTV , is still the best choice to lead the market.”

"To be honest, LeTV's market is too big, which is not conducive to continued hype and can only follow the trend."

"The circulating stocks of Enlight Media and Huayi Brothers are not small, and these two checks were also speculated last year. Now, the hold-up price above has not been fully digested, right?"

"The key is... in terms of hype factors, the smaller the circulation plate, the better!"

"Ciwen Media's circulation is too small and cannot carry much capital. I'm afraid it will not be easy to form a synergy of funds, and it will only lead to a situation where one company is the only one."

"Huace Film and Television, Huace Film and Television is pretty good."

"This check is really worth making. Let's see how the continuation will be tomorrow. Today is the whole board's 'Chicken and Dog Ascension'. It's impossible to tell the strength of the board. But tomorrow, at the height of the second board, we should be able to tell which ones are dragons and which ones are worms. In short ...According to the market trend, we just need to remove the weak and keep the strong.”

"With such great benefits for the 'film and television media' sector, the market should be worry-free in the short term of two to three days."

"The key is how the market will continue after three days. That is the most critical thing."

"It should last for half a month, or even a month, right? The 'infrastructure' project has been fired for several rounds."

"It's hard to say, 'film and television media' still can't be compared with the main line of 'infrastructure'. Alas... In fact, what I'm most worried about is that the market situation of the 'film and television media' sector cannot really expand and drive other industries. Main line and branch line small and medium-cap concept stock quotes.”

"Yes, if the speculation is limited to this single sector, the continuity of the market will be really doubtful."

“When the external market completely picks up, and when the negative impact of the ‘smartphone industry chain’ on the external market has completely passed, I think there will still be relatively large opportunities for speculation in the direction of the small and medium-sized boards and the GEM.”

"I think there are more opportunities in the main board direction, and the risk is much lower."

"The 'infrastructure' line should take a break, right?"

"The temporarily active capital liquidity in the direction of 'infrastructure' must have been siphoned off by the 'film and television media', but if we say that the 'infrastructure' line will stagnate here, I think it is too early to say, right? Contrast During the wave of hype in April and May, the market situation in the 'infrastructure' line should not even reach the mountainside."

"Well, the market situation is here, and there are indeed differences in the specific breakthrough direction."

“It’s unclear at the moment which direction the breakthrough will be centered on.”

"I think it will still be in the direction of 'infrastructure'. After all, Mr. Su is really focusing on the main line of 'infrastructure'. The majority of investors in the market are enthusiastic about pursuing Mr. Su's 'Fortune Road' seat. Needless to say, today's 'infrastructure' ', 'Military industry', these early popular main lines, even if they are briefly adjusted, their trends are obviously stronger than the broader market. This is still the trend of the strong and the strong. On the other hand, looking at the direction of 'mobile Internet' in the direction of small and medium-sized boards and GEM , 'Smartphone Industry Chain' and other main areas were once pulled up by various funds, but they were never able to form a synergy, and eventually fell back in the late trading. Their entire trend was completely consistent with that of 'infrastructure', 'military industry', etc. The main line is the opposite, and I think this is enough to explain the choice of the majority of investors in the market to follow the trend."

"As for the specific direction, let's wait and see, but for the line of 'film and television media', it is definitely right to follow it!"

"No matter which direction the breakthrough is, whether it is upward, this expectation should be basically the market consensus, right?"

"At this point, there should be no problem."

"Since the market has a high probability of breaking through upward, there is nothing to say. Just aggressively increase your positions and follow the trend. Even if you make a mistake in the specific rhythm, you will only make more or less."

"Haha, that makes sense. As long as the general direction is correct, that's fine."

"Let's take a look at the Dragon and Tiger List. Although the index has not increased much today, the market situation is actually OK. If the data on the Dragon and Tiger List exceeds expectations again, then there is really no problem in being more radical in the future. The Shanghai Stock Index is only 2,300 points away. The increase is less than 5%. It’s just a small range point. If it goes up a little bit every day, it will be worn away.”

"As expected, the institutions on the Dragon and Tiger list today definitely shine again."

"Who makes the information channels of institutions have natural advantages? Today's 'film and television media' line is beneficial to the sudden outbreak of market conditions. Institutional funds dominate, so there is no problem."

With the rapid refresh of messages in the group...

Unknowingly, the market time has arrived at 5:30 pm. Under the attention of tens of millions of investors in the entire market, the dragon and tiger rankings of the two cities were refreshed.

Among the stocks on the list, stocks related to film and television media accounted for almost half of the seats.

Among them, these stocks on the list are all on the list in the form of daily limit.

Of course, what everyone is paying attention to is not the composition and quantity proportion of these stocks on the list, but their trading positions.

"Damn it, why is the 'Fortune Road' seat of Mr. Su of the 'Yu Hang Group' gone off the list again?" At 5:31, I saw at a glance that on the Dragon and Tiger list, among the stocks related to 'Film and Television Media', the 'Fortune Road' seat was actually on the list. Six more seats were occupied, and they were all the main buying positions for buying one or two. At this moment, in the Magic City, inside Zexi Investment Company, in the main fund trading room, Zhou Kan's eyes widened, and he was a little unbelievable, "Another It's a public purchase of close to 200 million. How much available funds does Mr. Su of the 'Yuhang Department' have? And...their information channels are too good, right? It's obvious...you can see Come out, this is on stocks related to 'Film and Television Media', we are taking an early strike!"