Chapter 526: The fight for market dominance (16)!
"Well, I also feel that there is such a wave of funds, which is concentrated in the direction of 'concept growth stocks' in the Shenzhen stock market." Mou Zhengxing nodded and agreed deeply, "The related institution that appeared on the Dragon and Tiger List yesterday , and in the last two or three minutes of today’s call auction, there was a sudden surge in a large number of main buying orders from LeTV, Wangsu Technology, Huayi Brothers, Inspur Information, Huaguo Software, 2345...these tickets were all Obvious pallet marks."
"Haha, is this really a 'fight between gods'?" Liu Xin suddenly smiled and said.
"It's true." Fang Xinsheng responded, "But it's also because after the market's huge positive news in the 'film and television media' line, the entire Shenzhen market's hype in the direction of 'conceptual growth stocks' has been stirred up, and the majority of investors in the market have been There are already differences in the trend of hot spots in the market. This stock has rapidly increased its positions and pallets in the direction of 'conceptual growth stocks' in the Shenzhen Stock Exchange. It should be said that it can be regarded as following the trend and guiding it in a timely manner."
"Then... do we need to change our trading strategy in a timely manner?" Mou Zhengxing asked after hearing Fang Xinsheng's words.
Fang Xinsheng thought for a while and responded: "But it doesn't matter. Although the overall hot spot direction of the current market is still biased towards the direction of 'concept growth stocks' in the Shenzhen Stock Exchange, the specific hot market rotation in this direction is quite significant. It's fast, it's not easy to keep track of the rhythm, and it's difficult to participate. At the same time... with such a rapid rotation of market hot spots, we don't know when the main market trend will turn back to the direction of "big infrastructure" in the Shanghai stock market. "
"so……"
Fang Xinsheng's eyes were firm, he paused, and continued with a smile: "It would be better if we maintain the current position structure and stop with silence."
"Okay!" Mou Zhengxing nodded and said no more.哓
As several people discussed in the trading room, the market trading time had reached 9:30.
I saw that after a brief five-minute emotional brewing during the market suspension period, as soon as the market opened, buying and selling orders began to compete fiercely, and the market volume could expand instantly. Under the influence of the huge amount of buying and selling orders that expanded instantly, a number of popular stocks may A lightning climb, or a sharp fall.
In just five minutes, the overall market situation has undergone tremendous changes.
The Shanghai Composite Index fell rapidly from the 54-point level at the opening to around 2,302 points.
On the 'big infrastructure' main line, within the related 'building decoration, building materials, real estate, machinery and equipment' and other industry sectors, the mid- and large-cap core concept stocks were once again suppressed by a large number of active selling chips, resulting in Related industry sector indexes also fell.
On the main line of 'military industry', the 'aviation industry' stocks and 'aerospace industry' stocks in the field have also been suppressed by selling, but the corresponding concept sectors such as 'military-civilian integration', 'domestic large aircraft', and 'Beidou Navigation' The relatively low-priced small-cap concept stocks in the field have shown a certain degree of strength, rising rapidly.
On the main line of 'Internet Finance', thanks to the rapid rise of 'Hengsheng Electronics' and its fierce sweep of large orders, stocks with similar businesses to its business, such as Changliang Technology, Yinjie Technology, and Jinzheng Shares , Huake Financial... and other stocks were quickly driven up, which also caused the concept sector index of 'Internet Finance' to jump directly to the top of the conceptual sector growth lists of the two cities at the beginning of the trading day.哓
As for the main areas of ‘film and television media’, ‘Internet applications’ and ‘Internet software’.
On the main line of 'Film and Television Media', as the market divergence returned to unanimity during the call auction, LeTV and Huayi Brothers surged strongly. A number of 'Film and Television' related concept stocks also surged rapidly, resulting in The various industry sectors and concept sectors related to this main line field are still the main line areas that are pursued most rapidly by active funds from all walks of life in the market, and the related industry sectors and concept sector indexes still occupy the forefront of the daily limit boards of the two cities. .
The two main lines of 'Internet Applications' and 'Internet Software' were relatively weak compared to the line of 'Film and Television Media' in the five minutes at the beginning of the market. Many stocks with related concepts had similar trends in the market performance. There are huge differences, and even the core stocks Inspur Information, Huaguo Software, Ren Zixing, 2345, Wangsu Technology... and other stocks have seen heavy volume and stagflation on the market.
Of course, in this main line of market performance...
The "Apple industry chain" field has attracted the attention of investors across the market and has the highest popularity and popularity. A large number of Apple industry chain concept stocks have basically shown extremely strong market trends, forming a high opening with continuous heavy volume. Among them, several stocks such as Anjie Technology, Changying Precision, Goertek, OFILM Technology, and Lexun Precision have been rapidly increasing positions and raising funds from various main funds.
Especially the two stocks of Changying Precision and Lixun Precision.
In just five minutes, these two stocks have absorbed more than 10 million net inflows of major funds, and their stock prices have soared to an increase of more than 5%.哓
At the same time, it is also due to the comprehensive explosion of many core stocks in the "Apple industry chain".
The market conditions instantly spread from the speculation line of the 'Apple industry chain' branch to the entire 'smartphone industry chain', causing the 'smartphone industry chain' stocks in the entire market to see varying degrees of main funding rush and The stock price is rising.
Moreover, due to active funds from all walks of life, the inflow into this field is accelerating.
As the market spreads from the "Apple industry chain" to the entire "smartphone industry chain".
The Shenzhen Index, GEM Index, and Small and Medium Enterprises Index, which mainly occupy the concept stocks of the "smartphone industry chain", also rose rapidly, once again widening the gap with the gains of the Shanghai Index.
"It's still the pattern of 'Shanghai is weak and deep is strong'!"
At 9:36, I saw that the rise of the Shanghai Stock Index was once again pulled away by the Shenzhen Stock Exchange Index, the ChiNext Index, and the Small and Medium-sized Stock Index. At the same time, the active funds gathered on the main board mid- and large-cap stocks, as well as the main funds, were also continuing to move from the ' Outflows from major main sectors such as traditional finance, 'consumption' and 'pharmaceuticals', as well as the main sector of 'big infrastructure', which still enjoys relatively high popularity and attention, have gathered in the discussion area of the trading platform. Retail investors in mid- and large-cap performance stocks on the main board couldn't help but sigh.哓
"Judging from the trend signs at the beginning of the market, it is obvious that the market hot spots are still dominated by small and medium-sized caps."
“The trend is indeed towards small and mid-cap stocks, but the entire field of ‘conceptual growth stocks’ in small and mid-cap stocks is also quite divided!”
"Yes, the two main conceptual lines of 'Internet software' and 'Internet applications' that performed well yesterday are somewhat lacking today. This shows that although the market hot spots are small and medium-cap stocks, the main funds and the direction of attack are obviously There is no uniformity, and the market continuity of these so-called 'conceptual growth stocks', which are popular themes, is indeed questionable."
"The entire small and mid-cap stock sector seems to be hot, but in fact, except for the 'Film and Television Media' line, no other market has shown any sustainability."
"Does it feel like the hot spots rotate too fast?"
"Indeed, yesterday it was 'Internet software' and 'Internet applications', today it is 'Apple industry chain' and 'Internet finance'. I don't know what tomorrow will be, nor do I know what will happen after taking over the stocks related to the 'Apple industry chain' today." , will he be buried tomorrow?"
"Hey, it looks hot, but actually there are still many crises on the market!"
"This is for sure. I feel that the market continuity of the entire small and medium-sized board's "concept growth stocks" is not as strong as the market performance of "big infrastructure" in the early stage!"
"It can't be said that the 'film and television media' line is still quite powerful."
"I'm afraid it will be difficult to hold on to the end of the 'film and television media' line today, right? Look at the leading stocks in this line, Huace Film and Television, Ciwen Media, and Cultural Investment Holdings, which are the only three consecutive stocks in the entire market. For stocks that are trading at their daily limit, the market is showing signs of instability, and I’m thinking... if the Shanghai Stock Index falls by 2,300 points again during the session, and the market hype subsides, I’m afraid these checks will still be smashed!”
"It shouldn't be. The Shanghai Stock Exchange Index is still not stable at 2,300 points today?"
"Haha...it's hard to say!"
"Hey, I always feel that any direction is unstable, so it's better to be cautious in chasing positions."
"In the direction of 'big infrastructure', it is obvious that the adjustment is not over for the time being. However, the popular concept leading stocks in the 'big infrastructure' field such as 'Beijiang Communications Construction, Shanghai Construction Engineering, Pudong Construction, and Tianshan Cement' are doing well today. It's a bit emotional; other 'Internet finance' feel like there are signs of the end of adjustment, why is 'Hengsheng Electronics' so strong? What's the logic? I feel that this line has a little participation value, as for 'film and television media' …I don’t dare to pursue it anymore anyway. The ‘Apple industry chain’ is heavily locked up in front of it, and the sustainability of the rebound may be in doubt. After thinking about it carefully…the direction in which we can confidently place large orders is really not obvious at the moment.”哓
"Not to mention, the check from 'Northern Xinjiang Communications Construction' is really tenacious!"
"Yesterday, the lower limit of this check was not sealed, which already shows that this check is an extreme washout. I am still very optimistic that this check will reach the upper limit today."
"Now the increase in this check is about 6 points, and the market turnover is not low. Does anyone still dare to pursue it?"
“With the blessing of Mr. Su’s ‘Fortune Road’ seat, what is there to be afraid of?”
"The best time to intervene is when the market opens. Chasing this position now is actually a bit risky."
"The buying point will be when 'Beijiang Communications Construction' hits the daily limit and is sealed. Buying now... is a little too early. Let's see if it is sealed at 10 o'clock. If it is sealed, this check will definitely be able to be traded in the subsequent market." , it will continue to open up space, and it is very likely to follow the trend of last year's 'Shanghai Steel Alliance'."
"It's really scary to go out of the "Shanghai Steel Union" trend!"
"Indeed, compared with the trend of the Shanghai Steel Union last year, is there still room for growth several times higher?"
"It's not impossible. After all, Mr. Su's 'Wealth Road' has created many bull stocks and monster stocks over the past year, and now the check of 'Beijiang Communications Construction' is the core leader in the entire 'big infrastructure' main line field." There should be no doubt about this view and expectation, right?"
"Hehe... I hope the "Beijiang Communications Construction" can seal the deal today."
"If the check for 'Beijiang Communications Construction' is sealed today, does it mean that the 'big infrastructure' line is definitely not dead yet, and there is definitely room for further speculation?"
"I can't say absolutely, but if the check for 'Beijiang Communications Construction' is sealed today, it will definitely show the enthusiasm and height of the hype in the 'big infrastructure' line, as well as the continuity of the market, and even the tolerance of the main funds. The degree, error tolerance, etc. are obviously better than those of the main lines and stocks of 'concept growth stocks' that are mainly small and medium-cap stocks."
"But as long as there are expectations, the market will also be there, right?"
"Seeing that stocks with the concept of 'big infrastructure' such as Beijiang Communications Construction, Shanghai Construction Engineering, Pudong Construction, and Tianshan Cement are all doing well, I decided... to continue to stick to the 'big infrastructure' field, and to continue to stick to 'Hua Guo MCC'" ', I don't believe it. The current market's "conceptual growth stocks" show no sustainable money-making effect, can they continue to be speculated by the main funds of various departments?"
"Haha, it makes sense, keep holding on, I believe in Mr. Su!"
Amid the heated discussions among many retail investors, market trading hours are still moving forward rapidly.
At this time, as various investor groups in the market and the main financial groups of all parties are paying most attention to the ‘Yuhang Series’ investment fund.
After fund manager Su Yu watched the changes in the market for about 10 minutes, he saw that the three core stocks of LeTV, Huayi Brothers, and Wangsu Technology all appeared on the market after a wave of large amounts of active buying was consumed. There are relatively concentrated differences, and there are obvious signs of heavy volume and stagflation. At the same time... the main branch line of the 'Apple industry chain' has also risen rapidly, and the siphoning effect on active funds in the market has begun to weaken, until it induces market funds. , the opportunity to return to the direction of the Shanghai Stock Exchange main board has appeared again.
So, his eyes changed, and he hurriedly looked back at Li Meng, who was aside, and ordered: "Let the traders focus on stimulating a wave of people in the three main fields of 'big infrastructure', 'military industry', and 'Internet finance'. Try the core stock market test, and at the same time...it's time to close the check for 'Beijiang Communications Construction'."
"Oh, and..."
After Su Yu said this, his eyes turned back to the trading market of the two cities and landed on the stock 'Hengsheng Electronics' whose trend today was obviously beyond his expectation. He continued: "'Hengsheng Electronics' Check, although we cannot tell where the funds involved in this stock come from, the current role of this check in promoting the entire "Internet Finance" cannot be underestimated. It has become the sector of "Internet Finance" The emotional hype has become the core. When we focus on stimulating these main lines, we still need to help!"
