Chapter 498: Inducing the Trend of the Market!

"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.”

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’s overall market value is only comparable to that of an industry sector worth 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 boards 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 they 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', which 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 is it difficult to gain general recognition from all sectors of 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, said, "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 explodes, 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 have followed 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 intervention of overflowing follow-up funds, which failed 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 and suffered short-term losses. 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 are overflowing, with early hot topics such as 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone' and 'Internet Finance' pouring into the market."

"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', and 'Internet If the early popular main lines such as finance are the main breakthrough direction, then the profits of our fund should continue to expand rapidly. "

"Yes!" 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 with the least market resistance. 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 early popular main lines have intervened, which should show that these popular main lines still have strong upward momentum and continued speculation at their current position," 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 fund 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 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 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 generally 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 critical moments and keep the market operating in line with 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.”

Of course, the reason why he has this confidence.

In addition to the objective conditions he mentioned, the most important thing is that as a reborn person, he knows the general direction of the subsequent market development, knows that the magnificent "bull market" spanning the next year is just around the corner, and also knows the capital situation of the entire market. Under the premise of the gradual relaxation of the central bank's monetary policy in the second half of the year, there will be a huge change, and the market will also usher in a large number of investors and huge incremental funds.

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

If he still can't induce the market to develop in a direction that is beneficial to him at a critical moment, then his experience in financial market trading for more than ten or twenty years in the past and present lives will be in vain.

With his brief contemplation, at this time, the market trading time has come to 2:50.

The two markets entered the last ten minutes of the closing trading period.

I saw that the active capital groups inside and outside the market continued to converge on the previous hot main lines such as "infrastructure", "military industry", "reform and reorganization of state-owned enterprises and central enterprises", "Shanghai Free Trade Zone", and "Internet finance", and the overall trend of the market has obviously stabilized a lot.

At this time, the Shanghai Composite Index has regained its position at 2290 points, and the increase has returned to about 0.7%.

The Shenzhen Composite Index and the ChiNext Index have also stabilized at about 1%.

Finally, when 3 o'clock in the afternoon came, the two markets were fixed and the market closed. The Shanghai Composite Index was fixed at 2290.76 points, up 0.72%, while the Shenzhen Composite Index and the ChiNext Index rose by 1.23% and 1.46% respectively, showing a trend that was significantly stronger than the Shanghai Composite Index.

Among them, the trading volume of the two markets remained at about 100 billion, which was reduced compared with the rapid rebound of the market last week.

As for the performance of the main lines of the market,

There is no doubt that the "Film and Television Media" line, stimulated by the positive news at noon, led the two markets in an all-round way. The "Film and Television Media" industry sector index alone rose by 4.78% at the close of the market. Among them, related concept sectors, such as "Film and Television Entertainment", "Online Video", "Film and Television Production", "Celebrity Equity Participation", "Celebrity Indirect Equity" and other core concept sectors, have all risen by more than 5%, and its related concept stocks have been rising by the daily limit, and the hot money-making effect can be described as exploding.

And the previous popular main line areas such as "Infrastructure", "Military Industry", "Reform and Restructuring of State-owned Enterprises and Central Enterprises", "Shanghai Free Trade Zone", and "Internet Finance", although their performance cannot be compared with the popular main line of "Film and Television Media", the overall trend is still slightly stronger than the market.

However, during the trading 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 sentiment gradually collapsed, performed relatively poorly. The related industry sectors and concept sectors not only lagged behind the overall market performance, but also became the areas where active funds in the entire market intervened and lost money because of the pulse trend, and were criticized by many followers.

Of course, in addition to these main lines with relatively differentiated performance and high attention from market investors.

Other main lines such as "traditional finance", "non-ferrous metals", "coal", "petrochemicals", "consumption", and "medicine" have almost all performed mediocrely, following the fluctuations of the overall market, and have also shown a shrinking situation, and trading is not active.

In general, according to the performance of various main lines in the market.

The local money-making effect of the market is still continuing, and the market investment sentiment and hype sentiment are also relatively good, but limited by the market volume, this local money-making effect has never been able to spread to the entire market, forming a comprehensive general rise effect of the entire market, thereby further opening up the money-making space.