Chapter 497: ‘Limit-Up Surge’ Under the Impact of Favorable News!
Then, the next moment.
Huace Film & TV, Wasu Media, Phoenix Media, Boshi Communication, Shengda Media, Zheshu Culture, Yanjing Culture, Wentou Holdings, Ciwen Media, LeTV, Enlight Media, Huayi Brothers... and other concept stocks that have not reached the daily limit all broke through the daily limit, and those that have reached the daily limit before, the main buy orders on the daily limit also rushed forward, and the daily limit orders increased sharply.
Then, at 1:02, the afternoon market officially opened for only 2 minutes.
In the entire "film and television media" industry sector, 6 stocks with daily limit have been added. Among the constituent stocks of the entire industry sector, there are more than 10 stocks with daily limit. Among them, the increase of Enlight Media and Huayi Brothers stocks has broken through to about 8.5%, one step away from the daily limit, and LeTV has already reached the daily limit price in a flash, and the market volume has expanded sharply, and it is about to close the daily limit.
At 1:03, LeTV closed the daily limit, and the market turnover reached 530 million.
At 1:04, the share prices of Guangguang Media and Huayi Brothers both hit the daily limit.
At 1:05, Huayi Brothers hit the daily limit.
At 1:06, Guangguang Media also hit the daily limit, and the entire "Film and Television Media" industry sector index rose by about 4.3%.
At 1:07, in the "Film and Television Media" industry sector, as long as it was "Film and Television" related stocks, the intraday increase was not less than 5%.
At 1:08, within the "Film and Television Media" industry sector, the number of stocks that hit the daily limit broke through 15.
At 1:09, the "Film and Television Media" industry sector index rose by 4.5%, and related concept sectors such as "Film and Television Production", "Film and Television Entertainment", "Animation", "Celebrity Participation", "Celebrity Indirect Shareholding", and "Online Video" also stood out in the top of the two cities' concept sector growth list. The market trend of the entire market, as well as the attack direction of active funds on and off the market, are all concentrated in the main line of "Film and Television Media".
At 1:10, the increase of the concept sector of ‘Film and Television Entertainment’ exceeded 6%, and a number of constituent stocks in the concept sector began to stage a collective limit-up tide.
At 1:11, driven by the market of the entire industry sector of ‘Film and Television Media’, the ChiNext Index rose by more than 1% and refreshed the intraday high.
At 1:12, the increase of the Shenzhen Index also broke through 1%.
At 1:13, the increase of the SME Index exceeded 1.5%, continuing to maintain the leading position of the important market indexes.
At 1:15, when the increase of the ‘Film and Television Media’ industry sector index exceeded 4.8%, spreading the market to a number of concept sectors such as ‘Mobile Games’, ‘Publishing and Media’, ‘Network New Media’, ‘Mobile Internet’, ‘Internet Software’, and ‘Internet Applications’, the entire market’s small and medium-sized concept stocks began to receive the attention of the main buying funds and launched a rapid rebound trend.
At 1:20, the SME Index and the ChiNext Index both rose by 1.5%. Of the nearly 2,000 stocks in the two markets, 1,600 stocks have achieved a positive market. The Shanghai Composite Index, which passively followed the rise, finally crossed the 2,290-point mark, expanding the increase to more than 0.5%. It also refreshed the high point of this round of rebound and the intraday high point, getting closer and closer to the 2,300-point mark that everyone expected.
At 1:25, led by the outbreak of the main line of the "film and television media" market, the stocks in the two markets that rose rapidly, and their major market indexes, when the Shanghai Composite Index encountered pressure resistance, and when the first wave of rapid aggressive follow-up buying was exhausted, the entire market began to show a large volume on the time-sharing line.
At 1:26, with the exhaustion of aggressive follow-up buying, many small and medium-cap stocks, as well as several major market indexes that had been strongly rising, began to turn around on the time-sharing line.
At 1:27, the Shanghai Composite Index fell below the 2290-point mark after reaching a peak of 2292.78.
At 1:28, the ChiNext Index shrank its gains to less than 1.5%, and the gains of a number of concept sectors centered on "film and television media" all fell.
At 1:30, the market began to fall into a state of volume stagnation as the intraday volume continued to expand.
At 1:35, the Shanghai Composite Index fell back to 2285 points for fluctuations, and at the same time, the overall market's upward momentum also showed obvious signs of insufficient stamina.
At 1:40, the entire market fell into a state of shock. The increase in the "film and television media" industry sector was still above 4%, but it could not drive the entire market. Among them, the main concept-related sectors such as "infrastructure", "military industry", "reform and reorganization of state-owned enterprises and central enterprises", "Shanghai Free Trade Zone", "Internet finance", and "financial technology", which were affected by the capital siphoning effect, showed obvious signs of intraday shock and decline.
At 1:45, the market's long and short divergence became more obvious again. Many small and medium-sized stocks that followed the trend before 1:30 showed a pulse-like trend, causing the aggressive buying funds to be trapped in the stock price decline.
At 1:47, because the money-making effect around the "film and television media" line did not really expand to the entire market, the subsequent follow-up funds once again tended to be cautious, which also caused the entire market to start taking the initiative in selling, and the active buying volume was increasingly weakened.
At 1:50, the growth rate of the ChiNext Index shrank again to around 1.3%.
At 1:51, various concept sectors linked to the core hot sector of 'Film and Television Media' began to show a more obvious trend of differentiation. The funds from all walks of the market followed suit and concentrated on the core concept sector of 'Film and Television Media', while other related sectors The marginal concept sector fell back quickly and failed to create real money-making effects and room for growth.
At 1:55, this market differentiation trend spread to the 'film and television media' sector, non-'film and television' related main business stocks, such as 'mobile games', 'publishing media', 'online education', 'network' Information services' and other concept stocks also began to experience a more obvious decline.
At 1:57, the growth rate of the 'Film and Television Media' industry sector index fell back to a 3.8% increase under this influence.
At 1:58, the funds following the trend in the market are becoming more and more rational. The main business stocks that are strongly related to 'film and television' are getting stronger and stronger in the overall market shock and decline, and there are more and more buying funds to follow the trend; while with ' Film and television's main business stocks that are not so closely related, especially the non-'film and television media' concept mid- and small-cap stocks that were temporarily driven by market investment sentiment before 1:30, have fallen back more obviously at this moment , getting weaker and weaker, and there are less and less buying funds to follow the trend.
Immediately afterwards, market trading time entered the last hour of late trading.
The entire market, in addition to the 'film and television media' industry sector, and its related concept sectors such as film and television production', 'film and television entertainment', 'animation', 'star shareholding', 'celebrity indirect shareholding', and 'online video', It can still maintain a strong and volatile state at the intraday high. Other industry sectors and concept sectors have basically given up all the gains after the afternoon opening, and the position has fallen back to near the position when trading was suspended in the morning.
"The riot trend of 'Film and Television Media' was so strong that it failed to help the Shanghai Stock Exchange Index truly break through 2,300 points!"
At 2:05, in the Shenzhen Stock Exchange, Xinniu Fund Company, 'Manniu No. 1' main fund product trading room, trading team leader Mou Zhengxing saw that the market had fallen into a sideways fluctuation again, with the Shanghai Index hoping to break through 2,300 points. He also became uncertain again. He couldn't help but sigh softly and said with emotion: "It's really strange. There is obviously no excessive pressure at this position of 2300 points, but it is always just one breath away and I can't get over it."
"Today's market trend centered on 'film and television media' has not completely driven the breakthrough trend in the direction of the small and medium-sized board and the GEM." Fund manager Fang Xinsheng took over and said, "2300 points is indeed not a big pressure, but the market chip structure is here. It was very chaotic, so it caused a big difference between long and short. At the same time, because there was not enough continuous profit-making effect on mid- and small-cap concept stocks, funds followed the trend. After the first wave of irrational intervention, the buying was completely It’s out of stock, so I can’t bring up the overall market situation directly.”
"but……"
Fang Xinsheng smiled and continued: "Don't worry too much. The overall investment sentiment of the market is still biased towards the long direction. As long as the market maintains the money-making effect, the doubts about the follow-up funds entering the market will gradually be eliminated. At the same time, wait for the index The profit taking at this stage has been cleared and the chip structure adjustment has been completed.”
"Then, it will be a matter of course and a matter of course for the subsequent index to break through 2,300 points."
"Of course, as for how the overall market trend will change, whether it will be biased towards the direction of the small and medium-sized board and GEM to make a breakthrough, or whether it will rely on the Shanghai Stock Exchange Index to make an upward breakthrough, that's hard to say."
"Actually... the 'film and television media' line has gone strong enough today." Liu Xin, the company's general manager, who was standing behind Fang Xinsheng and staring closely at the big screen in the trading room, also interjected at this time, "It's just The Shanghai stock index collapsed, dragging down the entire market and failing to truly build the confidence of market investors to follow suit.”
Fang Xinsheng responded with a smile: "It's not that the Shanghai stock index is holding back, but that after the positive announcement of the 'film and television media' line, the market has formed a capital siphon effect in this field, which previously occupied the field with the largest amount of active funds in the market. , are the two lines of 'big infrastructure' and 'military industry' that support the main board index."
"Now, the active funds in the market are collectively following up on the field of 'film and television media'."
"Naturally, the funds for the two core main lines of 'big infrastructure' and 'military industry' are seriously insufficient. Without the support of these two main lines, the Shanghai Stock Exchange Index will naturally not perform well."
"Overall..."
Fang Xinsheng thought for a while and continued: "The amount of active funds in the market, as well as the amount of new funds entering to follow the trend, are still seriously insufficient to support simultaneous breakthroughs in multiple market main lines."
"But there's nothing we can do about it..."
"After all, the market has found its bottom near 2200 points, and it has only taken just one week to come out of the previous sustained downward trend."
"As the market conditions gradually ferment, it will take time for OTC funds to follow suit and enter the market."
"The same thing is said, as long as the market can maintain a sustained money-making effect, and as time matures and the doubts of many off-market investors are dispelled, then there will naturally be a steady stream of incremental follow-up funds coming in, and by that time... …With sufficient funds on the market, simultaneous breakthroughs in multiple main lines can be achieved, and at the same time, the market situation will have further explosive trends.”
After listening to Fang Xinsheng's analysis, Mou Zhengxing pondered for a while and said, "Mr. Fang, you mean that there is no problem for the market to continue to break through, but at present, the market is at this position, and there is not enough time and space for adjustment. Do we need to wait patiently for a while?"
"There is enough space, but there is still some time." Fang Xinsheng responded, "In fact, at this time, it is not very meaningful to focus on the index blindly. Instead, it is the right thing to grasp the market hotspots, explore the main line opportunities, and make timely adjustments to the layout."
"Well!" Liu Xin agreed, "There are indeed many main line opportunities in the current market!"
The previous two main lines of "infrastructure" and "military industry" have obviously not been completed, and now the line of "film and television media" has exploded, and in terms of "Internet finance" and even "traditional finance", the main line of "financial technology" is also constantly beneficial.
There is also the main line of "big consumption" whose fundamentals are gradually reversed as the macro-economy recovers.
And the two core areas of "mobile Internet" and "smartphone industry chain" that are rapidly expanding but are currently in the adjustment stage.
Generally speaking, at this time.
In the entire market, there are quite a few main market trends with certain investment value and speculation opportunities.
Of course, although there are many main market trends with opportunities, how to accurately grasp the profits and make corresponding rotation layouts in these main market trends is quite a test of the ability and cognition of the trader.
"Today's full-scale outbreak of the 'film and television media' line, do we... need to follow up on the holdings and include it in the fund's key positions and adjustment range?" After thinking for a moment, Mou Zhengxing said again, "I always feel... that the market strength of this line should be not as good as the 'infrastructure' and 'military industry' lines, right?"
Fang Xinsheng thought for a while and said, "Let's not judge subjectively, and see the market's continued reaction to the 'film and television media' line and the recognition of the expected logic in the future. The main thing is that we have lost the first hand now, and we can't participate even if we want to."
Compared with those large-scale state-owned institutions with extensive information channels.
They did not receive any major positive news about the ‘film and television media’ line in advance, so they did not have time to increase their positions in this direction in advance, so...now facing the overall turbulent market trend of ‘film and television media’, no matter how strong the continued market reaction of this line is and what the future market expectations are, they can only sigh in despair temporarily and have no way to participate.