Chapter 536: The fight for market dominance (twenty-six)!

Su Yu responded: "We do still have some positions in LeTV stock, but the remaining chips are not large enough to directly suppress the market trend of this stock. We can only When we are sure that this stock will continue to be on the Dragon and Tiger list, we sell it symbolically and use the influence of our trading seats to affect the market sentiment of this check and ultimately affect its stock price trend."

When everyone analyzes the market sentiment before the market opens.

Unknowingly, the market trading time has reached 9:15.

I saw the stagnant disks of the two cities start to beat in an instant. Among them, a number of industry sectors and conceptual sectors that were in hot mood before the market showed obvious signs of opening higher.

"The 'Apple Concept' sector continued to lead the gains in the two markets in the initial collective bidding. Among them, Subbed and Anjie Technology opened higher by the daily limit, and Lexun Precision and Crystal Optoelectronics also opened higher, with increases of more than 5 points. , this popularity... It seems that the market trend of the 'Apple Concept' line will continue today, it can't be any worse."

Faced with the market changes in the two cities after the start of the call auction, in the market, a group of retail investors gathered in the discussion area of ​​the trading platform. Discussions about market hot spots continued to rise in an instant. Discussions on related topics became more and more popular. fierce.

"'Film and Television Media' is not bad either. Huace Film and Television continues to rise by the daily limit. Cultural Investment Holdings and Ciwen Media opened 6 or 7 points higher. Yesterday, they were closed several times and Huayi Brothers and LeTV were blocked several times. They all opened higher one after another, and there was no large-scale killing or burying of people as everyone expected."

"Even the tickets for Internet Speed ​​Technology, Huaguo Software, and Inspur Information have opened a lot higher."

"The entire field of 'conceptual growth stocks' is basically open higher, right?"

"Judging from this initial collective bidding situation, the overall market is still in a pattern of 'Shanghai is weak and Shenzhen is strong'!"

"This is not surprising. Even in the US stock market, the trend of the Nasdaq index is much stronger than that of the Dow Jones index. That is to say, the market hot spots are all in the stocks of technology giants. Our Big A has always had the tradition of following the trend, 'Shanghai is weak and Shenzhen is strong', It is also normal for the market to shift towards technology stocks as a whole."

"It's not all technology stocks that are strong."

"Indeed, overall, the initial collective bidding trend of this group of small and medium-cap concept leading stocks in the infrastructure field, such as 'Beijiang Communications Construction, Shanghai Construction Engineering, Pudong Construction, Tianshan Cement...' is still good."

"Several stocks in the field of 'Internet finance' have done well through call auctions."

"It seems that the market trend is a continuation of the trend at the end of yesterday. The current call auction trends are basically the stocks that performed well at the end of yesterday."

"This shows that the market's continued money-making effect is still possible, and even if it briefly chases highs, it will not bury people."

“Since the Dragon Boat Festival, the main players in the market have actually been quite kind. As long as they don’t chase the highest intraday high of the day, they can basically exit safely the next day.”

"Haha, this shows that the investment environment in the entire market is getting better!"

"Well, it also shows that the enthusiasm of the main parties to participate in the market relay has also increased."

"It's just that the Shanghai Stock Index has been unable to stabilize at 2,300 points, which has always made people a little uneasy."

"Judging from the trend in the past few days, it is better not to focus on the Shanghai Stock Exchange Index. The current market useful indexes should be the small and medium-sized board and the GEM."

"Will the market repeat the market trend in the second half of last year?"

"Who knows? But the current trend should be changing like this, but... there has not yet been a core leader like last year's Shanghai Steel Federation."

“‘Huace Film and Television’ doesn’t count?”

"It's hard to say. Everyone expected this check to be issued on the third board. Unexpectedly, the check briefly increased its volume yesterday and actually held a flat line. Of course... I didn't expect that this check would open flat at the beginning of the market today. At present, the trend of this check is indeed somewhat beyond everyone's expectations, but it is different from the trend when the 'Shanghai Steel Union' was launched last year. This check has been on a straight line and has basically never experienced a major change. Hand, such a trend... The chip structure on the market has not been exchanged. Even though this check is currently very popular and it is also the leading concept stock with the highest board level in the current market, I always feel in my heart that this check cannot go very far. Copy I can't understand the trend of the stock 'Shanghai Steel Union' last year."

"I also feel the same way. Based on the previous market hype trend, there is no conceptual leader that can achieve great heights by relying on continuous straight lines."

"As far as the market trend is concerned, the trend of 'Beijiang Communications Construction' is even better."

"Yes, but the main line of 'big infrastructure' to which 'Beijiang Communications Construction' belongs is still not very popular at present. In addition, the entire main line of 'big infrastructure' is too large. In the market, almost all active main funds are investing in the concept of 'big infrastructure'." With the surge in the direction of growth stocks and technology stocks, there should be no main funds that can lift it up. Therefore, in the main direction of "big infrastructure", there should still be no big market to look forward to in the short term, and it will be affected. Due to the weak trend of the main line market, the check of 'Beijiang Communications Construction' may only be on the third board."

"What about LeTV? I feel like this check is big, but it is definitely the core stock in this market!"

"The trend of this check is really difficult to analyze. The main institutions are increasing their positions crazily, but Mr. Su's 'wealth path' is to continue to reduce their positions. I really don't know how it will go."

"Let's first see if today's check can continue its strong status!"

"Yes, if this check can continue to be strong today and reach new market heights, then you can still take a high look. At least the newly entered major institutions are so crazy to increase their positions in this check, and they are so involved that they will not pull it out. With a certain amount of room for growth, it will definitely be difficult for the other party to withdraw, and the main funds are involved. Essentially, they are not here to lose money, so... this check will most likely be borrowed from the collective of the 'film and television media' industry. Good news, it will continue to rise.”

"Why do you feel that this round, Mr. Su doesn't seem to be following the market trends?"

"It cannot be said that Mr. Su was also heavily involved in the sudden benefits of the entire 'Film and Television Media' industry, but... Judging from Mr. Su's operations and public statements in the market in recent days, Mr. Su should be We are more optimistic about the market situation in the direction of 'big infrastructure'."

“But currently, the market trend is indeed not developing in the direction of ‘big infrastructure’.”

"There is no development in the direction of 'big infrastructure', but the market enthusiasm for 'big infrastructure' is still there. The related core stocks, as a whole, are also significantly stronger than the market performance, but there is no 'Apple industry chain', The lines of 'Internet software' and 'film and television media' are just so prominent."

"Anyway, the Shanghai Stock Index is not stable at 2,300 points. There should be no hope for the market trend in the direction of the main board."

"At the moment, it is definitely better to be a small- and medium-cap concept growth stock. Hehe... After you finish earning the money from the small- and mid-cap concept growth stocks, you can go back and copy Mr. Su's bottom. I don't know how cool it will be?"

"It's a good idea, but I don't know whether the market will develop like this next."

"Eh, that's not right. LeTV, Huayi Brothers, Crystal Optoelectronics, Internet Speed ​​Technology, Inspur Information, Huaguo Software, Ren Zixing, 2345, Lixun Precision, Anjie Technology...these stocks with strong initial call auctions, As the call auction time goes by, why do we only increase the volume on the market and not continue to bid upward?”

"Holy shit, excessive volume is stagflation?"

"On the contrary, the line of 'Internet finance' is advancing by leaps and bounds!"

"Why is Hengsheng Electronics so crazy? For such a large market, the stock price has continued to rise since the call auction began, and active buying has progressed very quickly."

“The ‘Internet Finance’ concept sector index rose to the top of the two cities’ conceptual sector growth charts, edging out the ‘Apple Concept’ sector.”

"Why do I feel that the collective bidding trend in this market is a bit bad?"

"The volume of LeTV's call auction is getting bigger and bigger. It's really stagflation due to excessive volume. This... I just chased the chips yesterday. Do I want to place an order to sell them?"

Many retail investors are discussing...

As the collective bidding time of the two cities goes by, the overall market pattern is also undergoing extremely drastic changes.

At 9:17, the 'Internet Finance' concept sector opened higher and exceeded the 1% mark, squeezing out the 'Apple Concept' sector and becoming the first in the concept sector gainer list in the two cities. Among them, the stock price of 'Hengsheng Electronics' continued to rise. The opening range has reached about 5%. A number of concept stocks whose main businesses are very similar to Hengsheng Electronics, such as Jinzheng Shares, Yinjie Technology, Changliang Technology, and Huake Financial, also followed the trend and opened higher. It is getting bigger and bigger, and even securities trading software stocks such as Oriental Fortune, Flush, and Great Wisdom have also risen a lot.

At 9:18, the collective bidding trend of the two checks of 'Beijiang Communications Construction and Tianshan Cement' also rose again. In the relatively low-heat main line area of ​​'big infrastructure', the collective bidding trend of a number of concept sectors and industry sectors increased. . gnaw

At 9:19, in the core main areas such as 'smartphone industry chain', 'mobile Internet', and in the field of 'film and television media', many 'concept growth stocks' main lines still maintain relatively high popularity and market attention. Popular concept stocks in various fields, such as LeTV, Huayi Brothers, Wangsu Technology, Crystal Optoelectronics, Lexun Precision, Anjie Technology... and many other stocks, have shown signs of call auctions with heavy volume and stagflation.

At the same time, Huace Film and Television, which had blocked its daily limit since the beginning of the call auction, also experienced obvious changes. The daily limit and orders were sharply reduced, while the number of active selling orders on the daily limit increased sharply, and there was an obvious risk of a collapse of the market.

And also at the same moment.

The 'e-commerce' sector in the two cities suddenly emerged and rose rapidly in call auctions. Among them, concept stocks such as 'Business Bao, Edifier, Huabao New Energy, Huake Financial, Flush, Jinzheng Shares, Pegasus International, Jinling Xinbai... ...' and many other stocks have experienced relatively large increases and the attention of main funds.

Finally, when the time moved to 9:20, the two markets moved from the initial call auction stage where orders could be canceled to the actual call auction stage where orders could not be cancelled.

I saw that at the last minute of 9:19, after a large number of false orders were cancelled.

The high-energy market in the entire market has ebbed somewhat. Less than a quarter of the industry sectors and concept sectors in the two cities are still showing signs of red trading, while the rest are flat or opening slightly lower. situation. gnaw

Among them, in terms of industry sectors, 'electronic information', 'Internet software', 'Internet applications', 'film and television media', 'building decoration', and 'building materials' are at the top of the growth lists in the two cities; in terms of concept sectors, 'Internet Finance' , 'e-commerce', 'Apple concept', 'film and television entertainment', 'domestic software' and other concept sectors were at the forefront of the increase list.

From overall view……

Market hot spots, as well as main areas with relatively high participation of active funds, are still dominated by small and medium-sized concept growth stocks in the direction of the Small and Medium-sized Board and GEM. In the direction of the main board, whether it is 'big infrastructure' that can still maintain a certain market popularity In all fields, as well as in other fields such as 'traditional finance', 'big consumption', and 'non-ferrous cycle', the performance is lackluster. There is no obvious support from the main funds and no obvious signs of emotional recovery.

"Haha... what am I talking about? The check of 'Hengsheng Electronics' is not just about the concept of 'Internet finance'. Sure enough... the concept of 'e-commerce' has been hyped today."

At 9:21, I saw that the overall collective bidding situation in the market was very different from when the market opened at 9:15. Among the main hot money groups in Yuhang where Su Yu was located, there were people who had predicted the logic of the check speculation of 'Hengsheng Electronics' before. The hot money boss couldn’t help but sigh excitedly.

“I have to say, there are really a lot of smart money in the market.”

"It must be quite a lot. Yesterday's 'Hengsheng Electronics' check was a combination of Mr. Su's 'Fortune Road' and Leader Zhang's 'Four Seasons Road'. Can you not delve into the logic? Let me say...' E-commerce 'This concept has only been hyped up now, which is already a sign that the market is quite slow."

"It's not in vain that I vigorously increased my position in the stock 'Pegasus International' yesterday!"

“On the surface, the hype is about ‘e-commerce’, but the real deep logic behind it should be ‘Ali Baba’.”

"Indeed, with this line together, the overall market direction will change again, right?"

"Whether it's a change, the two main lines of 'smartphone industry chain' and 'mobile Internet' now also have the line of 'film and television media'. There are too many people who are optimistic about these main lines, and there is no difference in expectations, and it is related The core stocks have also rebounded rapidly, and now it is very laborious to pull them up again. It is necessary to shift the hot spots so that the market can continue to make money."

"Haha, at the last minute, the whole 'e-commerce' concept suddenly emerged. There is something about raising funds for this concept. I wonder which source of funds is responsible for it?"

"No matter which way it is, just follow the trend. This line will definitely explode today."