Chapter 497: Inducing the market trend

"Yes, let's take a look first." Liu Xin responded, "The real strength of the market and the logic of market expectations will have to wait until the extreme following-the-trend sentiment of market investors in this direction cools down a little before we can see more clearly. Accurately, it is indeed not a good thing to blindly pursue high prices at this time despite the good news.”

Fang Xinsheng smiled and nodded, and said: "Mr. Liu is right. In fact, I personally think that if the entire market wants to truly open up space, it is better to focus on 'big infrastructure'."

"After all, in the direction of 'big infrastructure', whether it is the continued support of policies, the expected reversal of the industry's fundamentals, the story of the industry, the number of stocks covered, the size of the market value, or even the impact on the entire market, it is not ' Film and television media is an industry sector whose overall market value is only over RMB 1 trillion."

"Of course……"

Fang Xinsheng paused and then said: "If the market situation of the 'film and television media' industry sector can continue to diverge and deepen in the two major directions of 'mobile Internet' and 'smartphone industry chain' that are also full of expectations and hype logic, , it is also possible to completely activate these two main directions, which are in the adjustment stage and have relatively low hype, and drive the market to an overall breakthrough."

"It depends on how the main funds of various sectors choose to form a joint direction in the next trend of the market."

After saying that, Fang Xinsheng turned his attention back to the trading market of the two cities.

At this time, the market trading time has reached 2:20. On the two markets, the 'film and television media' industry sector and its related concept sectors still maintain the leading position in the two markets, but other non- Film and television media's core concept stocks, as well as a number of fringe concept mid- and small-cap stocks, have been completely swallowed up by the intraday gains that occurred after the collective riots in the film and television media sector, and have shown a trend of pulse fluctuations.

Correspondingly, these stocks failed to generate sustained money-making effects.

Many follow-up funds that overflowed from the main line of "film and television media" in the market have returned to "infrastructure", "military industry", "reform and reorganization of state-owned enterprises and central enterprises", "Shanghai Free Trade Zone", and "Internet" which have fluctuated and adjusted to relatively low levels in the market. Finance' and other early popular main areas are gathered.

"Eh... I feel like the active capital groups in the market have returned to the main areas that were popular in the early stage."

At 2:25, in the main fund trading room of Yuhang and Yuhang Investment Company, Wang Can, the leader of a group of trading teams, saw the overall changes in the market of the two cities, as well as the infrastructure that started to slowly climb upward from the intraday low. 'Military Industry', 'Reform and Reorganization of State-owned Enterprises and Central Enterprises', 'Shanghai Free Trade Zone', 'Internet Finance' and other popular mainline core concept stocks in the early stage. I couldn't help but exclaimed: "This illustrates the line of 'Film and Television Media' There are still doubts about the logic of speculation and expectation, and it is difficult to gain general recognition from all the funds in the market?”

"Looking at the market trend, there shouldn't be any problems with the 'film and television media' line, right?" After hearing Wang Can's words, Liu Yuan, leader of the second group of the trading team, responded, "It should be that in other small and medium-cap concept fields, there are not enough Hype expectations and emotional support have led to the overflow of follow-up funds from the line of 'film and television media', which have no choice but to go to infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', 'Internet Finance' and other early popular main areas are gathered."

"Agree!" Zhang Guobing, leader of the third group of the trading team, also said, "Even if the 'film and television media' line breaks out in full, the amount of funds it can accommodate is very limited, so...others are jealous because of its rapidly expanding money-making effect. When the incoming funds are temporarily unable to buy core stock chips related to the 'film and television media' field, they have to spill over to other main areas of the market that have a money-making effect."

"In fact, based on the line of 'film and television media', it drives the entire small and medium-sized board and GEM."

"The primary goal of these active financial groups who follow the trend and are temporarily unable to buy core stock chips related to the 'film and television media' field should be to attack the 'mobile Internet' and 'smartphone industry chains with the small and medium-sized boards and GEM as the core. 'These two core threads."

"In fact, based on the market trend in the first half hour or so after the market opened in the afternoon."

“The active funds coming from all walks of life have indeed chosen this way.”

"Only for the two core main lines of 'mobile Internet' and 'smartphone industry chain', the adjustment has not ended. The chip structure on the market is very chaotic, the long and short differences are also quite large, and there is not enough positive market news to drive the hype. It’s also lacking a bit.”

“This resulted in the overflow of following-up funds being unable to fully open up the rebound of these two lines.”

"On the contrary, it induced a huge amount of potential selling, which caused the volume of selling in these two main areas to increase sharply, which also led to the active funds that followed the trend and entered these two areas to suffer short-term losses, and this kind of loss The effect also restricts the follow-up funds from continuing to intervene in these two main areas."

"This is also the reason why the market gradually weakened after 1:30."

"But fortunately, the news in the 'film and television media' line was good enough, and the logic of hype and expectation was strong enough, so the market stabilized."

】

"And after the disk stabilizes..."

"The continuous rise of the 'Film and Television Media' line and its continuously expanding profit-making effect have naturally further stimulated the nerves of investors outside the market, causing this part of the investor group who are jealous of the money-making effect of this line to continue to enter the market and follow the trend. , and the same as before... the influx of a large amount of OTC funds has made it more difficult to buy the core chips related to the 'Film and Television Media' line. This is why now on the market, active funds have once again started to flow from 'Film and Television Media' Sectors have overflowed, with early hot topics such as 'infrastructure', 'military industry', 'reform and reorganization of state-owned and central-owned enterprises', 'Shanghai Free Trade Zone' and 'Internet Finance' pouring in."

"Generally speaking, this change in the market should be good for our fund!"

"After all, our position weight in the line of 'Film and Television Media' is not large. If the market still insists on 'Infrastructure', 'Military Industry', 'Reform and Reorganization of State-owned Enterprises and Central Enterprises', 'Shanghai Free Trade Zone', 'Internet If the early popular main lines such as finance are the main breakthrough direction, then the profits of our fund should be able to continue to expand rapidly."

"Yeah!" After listening to Zhang Guobing's analysis, Su Yu nodded with a smile and responded, "The analysis is very good. The trend logic of the market and the path of capital changes are basically what you said."

"actually……"

Su Yu paused for a moment, thought for a moment, and continued: "In the financial trading market, the main flow of funds is always in the direction of least market resistance, and there is no doubt that under the direct positive stimulation, the current market except The line of 'film and television media', 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', 'Internet Finance' and other early popular main areas are the direction with the least upward resistance in the market. "

"Master, since the new and active capital groups that followed the trend, after overflowing from the main line of 'film and television media', they finally chose 'infrastructure', 'military industry', 'state-owned enterprises, central enterprise reform and reorganization', 'Shanghai stock market' "Free Trade Zone", "Internet Finance" and other popular main lines in the early stage have intervened, which should show that these popular main lines, at the current position, still have strong upward momentum and are expected to continue to speculate?" Liu Yuan said after Su Yu answered the question , pondered for a long time, and asked, "Does this also mean that the Shanghai Stock Index continues to break through the 2300-point mark in disguise, and the opportunity is already in front of us?"

Su Yu thought for a while and responded: "Looking at the market, the new active capital groups that are following up are investing in 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', 'Internet finance' and other popular themes have gathered in the early stage, but in terms of volume and energy performance, if we want to create space, upward breakthroughs are not enough."

"in other words……"

"At this time, it is indeed not difficult to induce the market and stimulate the following financial power to push the Shanghai Stock Index to hit 2,300 points, but it will be more difficult to completely stand firm after breaking through 2,300 points."

"Consider the long-term impact of changes in market sentiment and the evolution of market outlook."

"Instead of letting the Shanghai Index break through 2,300 points and then fall back, it is better to proceed slowly and let the market's bullish sentiment brew enough at this position before making a breakthrough."

"The longer this position stays horizontal, the stronger the subsequent upward explosion will be."

"If you rush to the upside, the market will not last long."

"Generally speaking, do you still think that the amount of funds currently active in the market and the amount of new active funds in the market are not enough to fully support the market's continuous breakthrough?" After listening to Su Yu's analysis, Li Mengqing stood aside. He chuckled lightly and responded, "But the direction of breakthroughs in the market outlook should be 'film and television media', 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', and 'Internet'" Are these popular main lines of finance going in the right direction?"

Su Yu nodded slightly and responded: "In terms of direction, these should be the directions. After all, the market has reached its current position and can be widely recognized by market investors. The logic of speculation and expectation is strong, and there is room for story imagination. these areas.”

"Of course……"

Su Yu smiled and said: "It is not ruled out that the market will break through in other main directions."

"The core positions of several of our main funds are basically already in these directions." Li Meng said, "If the small probability result you mentioned happens and the market breaks through in other main directions in which we have no positions, When the time comes…how should we respond?”

Su Yu pondered for a moment and responded: "Have you heard of it? In this world, the best defense is offense. Our own destiny must be in our own hands. We are in 'film and television media' and 'infrastructure' , 'Military Industry', 'Reform and Reorganization of State-owned Enterprises and Central Enterprises', 'Shanghai Free Trade Zone', and 'Internet Finance', these popular main lines. Since such large positions have been established, at the same time, various aspects of the hype logic of these popular main lines, The logic of expectations is not bad, so we must be able to guide the market at the critical moment so that the market always operates within our expectations."

"This... I'm afraid it won't be easy to guide the direction of the entire market, right?" Li Meng was surprised.

For a moment, she felt that Su Yu was still too arrogant.

Su Yu said with a smile: "It is not easy, but it is not impossible. At least we can use the huge amount of funds in our hands and the influence of our seats to guide the market in our favor at the critical moment of market development. There are still opportunities for development in this direction.”

Of course, he had this confidence.

In addition to the objective conditions he mentioned, the most important thing is that as a reborn person, he knows the general development direction of the subsequent market, knows that the magnificent "big bull market" that will span the next year is right in front of him, and also knows the trends of the entire market. The capital situation will usher in a huge change under the premise that the central bank will gradually relax its monetary policy in the second half of the year, and the market will also usher in many investors and huge amounts of incremental funds.

With so many known things, plus these objective conditions in his hands.

If he cannot induce the market to develop in a direction favorable to him at the critical moment, then his more than ten to twenty years of financial market trading experience in two previous lives will be in vain.

As he pondered briefly, at this time, the market trading time had arrived at 2:50.

The two cities entered the last ten minutes of late trading.

We can see that active capital groups both inside and outside the market have continued to converge on early hot topics such as 'infrastructure', 'military industry', 'reform and reorganization of state-owned and central-owned enterprises', 'Shanghai Free Trade Zone', and 'Internet Finance'. The overall trend of the market has It's obviously much more stable.

At this time, the Shanghai Stock Index has regained its position at 2290 points, and the increase has returned to about 7%.

The gains of the Shenzhen Stock Exchange Index and the ChiNext Index have also stabilized at around 1%.

Finally, when 3 o'clock in the afternoon came, the two markets were fixed, and the market ushered in the closing moment. The Shanghai Index was fixed at 76 points, up 72%, while the Shenzhen Index and ChiNext Index rose 23% and 46% respectively. It showed a significantly stronger trend than the Shanghai Index.

Among them, the volume in the two markets can be maintained at around 100 billion, which is slightly smaller than last week when the market rebounded rapidly.

As for the main line performance of major market trends.

There is no doubt that the line of 'Film and Television Media', stimulated by the positive news directly at noon, led the gains in both cities. The index of the 'Film and Television Media' industry sector alone rose by 78% at the close. Among them, related Concept sectors such as 'Film and Television Entertainment', 'Online Video', 'Film and TV Production', 'Celebrity Shareholding', 'Celebrity Indirect Shareholding' and other core concept sectors have increased by more than 5%, and Its related concept stocks are everywhere with daily limit, and the hot money-making effect can be described as an explosion.

As for the early popular main areas such as 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', and 'Internet Finance', although their performance cannot match that of the popular main line of 'film and television media' In comparison, the overall trend is still slightly stronger than the market.

It's just that during the session, the two main lines of 'mobile Internet' and 'smartphone industry chain', which were once pulled up by various active funds, but eventually the hype gradually collapsed, performed relatively poorly. Not only did the related industry sectors and concept sectors It clearly lags behind the performance of the broader market. Instead, due to the pulse trend, it has become an area in the entire market where active funds have a more obvious money-losing effect, and has been criticized by many investors who follow the trend.

Of course, in addition to these relatively differentiated performances, market investors pay more attention to various main areas.

Other main areas such as 'traditional finance', 'non-ferrous metals', 'coal', 'petrochemicals', 'consumption', 'medicine', etc., almost all performed mediocrely. Following the fluctuations of the market, they also showed signs of decline. In a shrinking situation, trading is not active.

Generally speaking, based on the performance of each main line of the market.

The local money-making effect of the market is still continuing, and the market investment sentiment and hype sentiment are relatively good. However, limited by the market's capacity, this local money-making effect is still unable to spread to the entire market, forming a comprehensive general rise effect for the entire market. , thereby further opening up room for making money.