Chapter 531: The fight for market dominance (21)!
"The trend of LeTV's check today is really crazy!"
After the market closed, the market discussion about this check skyrocketed, and countless retail investor groups were talking about it. Even in the main hot money group of Yuhang, where Su Yu was located, the hot money bosses had no idea about this check, as well as many small and medium-cap concepts. The trend of growth stocks today is also hotly debated.
"The net inflow of main funds is 600 million. Today, the main funds are mainly targeting LeTV. It seems... I am really not optimistic about this stock!"
"But in this position, such a high turnover rate is not necessarily a good thing."
"Today, it is not just LeTV that is going crazy. Huayi Brothers, Wangsu Technology, Crystal Optoelectronics, Lexun Precision... this group of small and medium-cap concept growth stocks are all performing quite crazy. In terms of market trends, almost They are all hitting the daily limit with heavy volume, and the net inflow of main funds is not low."
"However, the overall net inflow of main funds in the entire 'Apple industry chain' and 'film and television media' concept sectors is not large. What is the explanation for this?"
"This shows that the main funds of all parties in the market have not yet formed a unified force in the two main directions of 'Apple industry chain' and 'film and television media'. However, LeTV, Huayi Brothers, Netspeed Technology, and Crystal Optoelectronics have ...The main funds of this batch of stocks have not completely stimulated the hype sentiment and the enthusiasm of funds to follow the trend on these two main lines."
"The entire market is essentially still a game of existing funds. After several years of bear market training, there are currently a number of active financial groups active in the market. There are basically no rookies or novices. It can be said that they are basically seasoned market veterans. For For these market veterans, today's line of 'small and medium-cap concept growth stocks' and the trend of many concept sectors are basically bull-inducing trends. In this situation, there should not be many investors who dare to follow the trend and chase bulls at high prices. ." Hu
"Yes! No one is a fool in the stock gaming market."
"To say that today's market trends are truly worthy of praise, or that we can continue to take a high look at them, apart from a few 'Apple industry chain' stocks, they should be'Beijiang Communications Construction, Shanghai Construction Engineering, Hengsheng Electronics, Oriental Fortune and Huace Film and Television have paid a few checks."
"The check for 'Beijiang Communications Construction' was indeed strong enough today. The market fluctuated so much in the afternoon, but the check remained motionless on the daily limit board. As a result, none of the orders I had placed on the daily limit board at 11 a.m. The possibility of transaction can be said to be the best conceptual leader in trend shape among the two cities today."
"'Hengsheng Electronics' is not bad either. Compared with the check from LeTV, Hengsheng Electronics looks more like a joint effort from all the major funds in the market."
“Speaking of the ‘Internet finance’ line, why is it so strong today?”
"Yes, according to today's pre-market news, the good news should be in the 'Apple industry chain' line, but the overall intraday trend, the intensity of the market explosion in the 'Internet Finance' line and the intensity of funds following the trend, have not been the same at all. It is not inferior to the 'Apple Industry Chain' line, and in terms of closing results alone, many component stocks within the 'Internet Finance' line sector have even better trend patterns."
“The ‘Internet Finance’ line was mainly driven by the ‘Hengsheng Electronics’ check, right?”
"Then what is the logic behind the strong check of 'Hengsheng Electronics'? It feels like it is silent, but it is being robbed by big funds from all walks of life."
"Performance expectations for the semi-annual report?"
"Well, it's possible. This year, it seems that all traditional financial institutions are launching their own handheld clients. For these 'financial technology' software development companies, their performance should be good. The entire industry is indeed undergoing a rapid expansion. It’s the stage of expansion!”
“The expectations for the ‘Internet finance’ line have always been pretty good.”
"But I think the logic of the daily limit of 'Hengsheng Electronics' should not follow the performance expectations of the semi-annual report, right? It is more like other logic lines, but the current market has not shown it yet. On the surface, it still looks like 'Internet Finance'" ' This logic."
"Let's wait for the follow-up market feedback. If Hengsheng Electronics takes other logical lines, it will definitely be reflected in the follow-up."
"On the contrary, the 'Internet Finance' line is going so strong today, which has somewhat raised the market expectations of other popular main lines in the early stage."
"Isn't that true? The trend in the direction of 'big infrastructure' is still quite weak."
"The trend in the direction of 'big infrastructure' is not weak, right? The daily trends of the entire 'big infrastructure' related concept sector and industry sectors are already the strongest among the industry sectors and concept sectors that focus on the direction of the main board. Overall, , this line significantly outperformed the Shanghai Stock Index. It can be said that the Shanghai Stock Index can still maintain a fluctuation near the 2300 point line, and the 'big infrastructure' line still plays an important role."
"Indeed, it is the entire Shanghai stock market sector that is weak, not the 'big infrastructure' line."
“The reason why the Shanghai stock market sector is weak is that the line of ‘small and medium-cap concept growth stocks’ absorbs and divides too many active funds in the market.”
"But if the trend of the 'small- and medium-cap concept growth stocks' line diverges in the follow-up, and the corresponding stocks correct across the board, the funds from the 'small- and mid-cap concept growth stocks' line should flow back into Shanghai, which is still relatively low. The direction of the city's main board, especially the direction of 'big infrastructure' that still has a certain degree of market sentiment and hype expectations, right?"
"That's most likely the case!"
"However, today's market pulls for 'LeTV, Huayi Brothers, Internet Speed Technology, Crystal Optoelectronics...' The main funds for this batch of stocks are really fierce. I am thinking about this series of funds chasing positions and pulling funds, and investing funds With such a large volume, the intention must also be very large, right? It’s hard to say that these tickets will not be sustainable at all in the future!”
"It's hard to say, but in this situation... to be honest, I don't dare to follow you."
"I still stick to the line of 'small and medium-cap concept growth stocks'. We have entered a bull-inducing situation. The profit-risk ratio of subsequent participation is far less than that of undertaking the main line concept stocks of 'big infrastructure' at a low level."
"agree!"
"But it will be more clear if we take a look at today's after-hours ranking data."
"Today's Dragon and Tiger ranking data should be explosive, right? After all, the daily trends of so many votes are quite crazy!"
"It will definitely explode, haha... Take a look at the true face of the main funds that are selling the stock of 'LeTV' today. The buying volume is so scary."
"I guess on LeTV's dragon and tiger list, one company will be the only one, right?"
"It's hard to say that this amount of capital purchases are mostly from institutional groups. I just don't know which institutions are responsible for it?"
“Also, I don’t know if Mr. Su’s ‘Fortune Road’ will continue to be sold today.”
"With the trend of 'LeTV' today, if it were me, I would definitely sell it."
The news in the group was refreshing rapidly, and the hot money tycoons had intense exchanges, and they were all looking forward to the data of the Dragon and Tiger Rankings in the two cities today...
All investment institutions in the entire market are also looking forward to the release of market ranking data.
Finally, amidst much anticipation, 5:30 pm arrived, and the rankings of the two cities were refreshed.
On the refreshed Dragon and Tiger list, a total of 28 stocks were on the list today. The vast majority of the stocks on the list are concept stocks on the main line of "small and medium-cap concept growth stocks" and have attracted high market attention. 'Beijiang Communications Construction, Shanghai Construction Engineering, Hengsheng Electronics, Jinzheng Co., Ltd., LeTV, Huayi Brothers, Huace Film and Television, Cultural Investment Holdings, Ciwen Media, Crystal Optoelectronics, Anjie Technology, Changying Precision...' Waiting for votes, everyone is on the list.唝
Among them, it is the trading seat that attracts the most attention.
The 'Fortune Road' trading seats of the 'Yu Hang Group' are also on the list, and are ranked among the trading seats of five stocks, 'Shanghai Construction Engineering, Hengsheng Electronics, LeTV, Huayi Brothers, and Cultural Investment Holdings'. , among them, Shanghai Construction Engineering and Hengsheng Electronics are the main buyers, and LeTV, Huayi Brothers, and Cultural Investment Holdings are the main sellers.
Of course, no matter whether it is the main buyer or the main seller, the amount of funds presented is not much.
The main buyer is only 21 million long, and the main seller is only about 10 to 20 million.
But even if the trading seat of 'Fortune Road' has a higher buying and selling volume on the Dragon and Tiger list, its buying and selling direction and its motivations are still ranked high on the Dragon and Tiger list. In an instant, it aroused heated discussions among countless investor groups throughout the market.
Corresponding to the 'Fortune Road', today there is an institutional seat that also occupies the Dragon and Tiger list seats of five stocks on the list, and all of them are on the list as the main buying seat of the buy position.
The stocks listed by this institution are LeTV, Huayi Brothers, Crystal Optoelectronics, Cultural Investment Holdings, and Ciwen Media. It has actively netted three stocks: LeTV, Huayi Brothers, and Crystal Optoelectronics. The amount of buying funds has reached more than 100 million.唝
Especially on LeTV stock.
This institution's net purchases amounted to 2.9 billion, of which 9.9 billion were bought and about 70 million were sold.
"Oh my God, today's data on the Dragon and Tiger Rankings are so explosive!"
After the market's dragon and tiger list was completely refreshed, all trading seats, and the stocks on the list were disclosed, the entire market gathered a large group of retail investors on various online stock exchange platforms, and the discussion instantly exploded.
"Sure enough, Mr. Su's 'Fortune Road' seat showed up again, and he took the initiative to buy a popular concept stock in the 'big infrastructure' field, haha... Look at Mr. Su's 'Fortune Road' purchase of Beijiang yesterday. After buying the stock of China Communications Construction Co., Ltd., the trend of Beijiang Communications Construction Co., Ltd. today, and it is estimated that tomorrow Shanghai Construction Engineering Co., Ltd. will definitely copy the trend of Beijiang Communications Construction Co., Ltd. today."
“I didn’t expect that Mr. Su’s ‘Wealth Road’ is still selling stocks in the ‘film and television media’ field!”
"Although Mr. Su is still selling LeTV and Huayi Brothers, the sales volume is still much lower than yesterday."
“On today’s Dragon and Tiger list, what’s more explosive than Mr. Su’s ‘Wealth Road’ is the seat of that institution. Damn it, they directly bought LeTV’s net worth of 2.9 billion, which is outrageous.”
"This institution that has become Mr. Su's opponent in Fortune Road should be the same institution that took over Mr. Su's chips yesterday, right?"
"Without a doubt, it's the same agency seat that was there yesterday."
"How optimistic is this institution about the 'LeTV' check? It is simply increasing its position regardless of the cost."
"This institution is not only optimistic about the 'LeTV' check, but should be optimistic about the entire 'film and television media' sector. It has no chips to increase its position in the checks of Huayi Brothers, Cultural Investment Holdings, and Ciwen Media. Less."
"Generally speaking, Mr. Su's main focus on the market direction is in the field of 'large infrastructure', and this organization is really dedicated to the 'film and television media' line."
"Can today's Dragon and Tiger List data show that the market's main funds still have huge differences in the market's main market development direction?"
"It must be explained!"
"This kind of difference is not only reflected on the market, nor is it reflected in the market dragon and tiger ranking data, it is also reflected offline today. At the Magic City Offline Investment Strategy Conference, all institutional groups said "We are optimistic about 'growth stocks' in emerging industries, while Mr. Su has publicly stated that he is still optimistic about the 'big infrastructure' direction of the main board. Such an obvious difference between the two main funds is really rare."
"I just didn't expect that this round of institutional groups would not just shout empty words, but actually invest real money."
"In terms of the market trend during the day, it is indeed the pattern of 'Shanghai is weak and Shenzhen is strong'. Under such huge differences, is it better to follow Mr. Su, or follow the actual situation of the market trend and follow the 'growth stocks' of these institutional groups?" Which direction is better? Hey..."
"It must be the 'road to wealth' with Mr. Su!"
"But the 'big infrastructure' line has indeed not picked up in the past two days."
"That is also the same as Mr. Su's 'road to wealth'. After all, Mr. Su has never missed a beat in market trading operations and major market judgments from his debut to now."
"I would say, wait for a while, wait until the market situation becomes clearer before making a move."
In the midst of heated discussions, combined with market news and Dragon and Tiger ranking data, more and more investors began to understand the real differences in the market, and began to adjust trading strategies based on their own understanding of the market. And tend to a certain main line direction.
At this moment, as the core and main institution discussed by the majority of investors in the market.
Within Yuhang Investment Company, in the main fund trading room, after reading the market dragon and tiger list data, fund manager Li Meng counted the total net buying volume of the institutional seats that had made large-scale purchases on the dragon and tiger list, and had to He said in surprise: "This institution's total net buying funds on these stocks amounted to 1.1 billion. This is only the buying volume shown on the list. According to our market analysis, this institution's buying volume in the market today The amount of chips you enter should be at least 2 to 3 times what is disclosed on the list."
"Combined with the news from today's offline investment strategy meeting in Shanghai, it seems that some major institutional groups are determined to use the 'conceptual growth stocks' line in emerging industries to open up the market's subsequent market space, thereby opening up the market's subsequent market space. Avoid the 'big infrastructure' direction that we lead." After listening to Li Meng's report, Su Yu stared at the data of the two cities' dragon and tiger rankings with increasingly sharp eyes, "Since they are not willing to take the initiative to carry the sedan for us. , then let them stick to the line of 'conceptual growth stocks' and completely miss the market breakthrough trend!"
