Chapter 502 Wait for the Opportunity and Hold Your Position for Change!
"It doesn't make sense!" Su Yu stared at the two markets that had entered the real call auction and were changing rapidly, frowned, and wondered secretly, "In the direction of the SME board and the GEM, the line of 'growth stocks' obviously cannot support the breakthrough of the entire market. At this moment, all these buying funds are swarming into this line. What's the reason?"
In his opinion, in the direction of the SME board and the GEM, the line of 'growth stocks' currently has no logical basis for speculation. It is really strange that it is so abnormal now.
Of course, the more critical thing is what the market shows.
There are actually a lot of funds that are smashing the core stocks of the previous popular main concept sectors such as 'infrastructure' and 'military industry'.
"Master, the market is indeed shifting towards the 'growth stocks' of the SME Board and the GEM!" While Su Yu was secretly puzzled, Liu Yuan, who had been thinking for a long time, reported again, "Do we need to guide the market at this moment and appropriately maintain the strong state of the call auction of the core stocks of the previous hot main lines such as 'infrastructure' and 'military industry'? I am worried... once the active funds in the market withdraw from the previous hot main lines such as 'infrastructure' and 'military industry'."
"Along with the stimulation of the market speculation sentiment of small and medium-sized stocks by the 'film and television media' line."
"If the market style completely turns to the direction of the GEM 'growth stocks', the previous hot main line areas such as 'infrastructure' and 'military industry' will lose the attention of active funds, and the market support will be weaker. At that time, the previous hot main lines such as 'infrastructure' and 'military industry' will be The hot main line of the period should inevitably enter the adjustment stage, and there will be no breakthrough market trend for the time being. "Well, I think Ayuan is right." Li Meng pondered for a moment and responded, "There are only so many active capital groups and incremental funds in the market, which can't support a comprehensive market outbreak. If we don't take the initiative to guide the market, maintain the continuous profit effect and investment and speculation heat of the main line areas such as "infrastructure" and "military industry" where several of our funds are heavily invested, and then compete for the liquidity of the market, I am afraid that when the market truly realizes the market style transformation, we will be quite passive. "Su Yu heard what the two said, but did not respond immediately. Instead, he looked at Zhang Guobing who had spoken before and asked: "Guobing, what do you think?" Zhang Guobing saw Su Yu took the initiative to ask, thought about it for about 10 seconds, and responded: "I think ...You can wait and observe. "
"Oh?" Su Yu smiled, "Why?"
Zhang Guobing thought for a while, organized his words, and answered: "First, according to everyone's previous opinions, we all think that the market has not yet reached the time for a real breakthrough. In other words, even if today's market situation, with the help of the hype sentiment of the "film and television media" line, is temporarily transferred to the "growth stocks" line of the SME board and the GEM, it should be difficult to form a substantial breakthrough trend and drive the market to stand firmly at 2,300 points. "
"Second, the "growth stocks" line of the SME board and the GEM actually lacks the underlying logic support of continuous speculation. "
"Without the underlying logic support of continuous speculation, it will be quite difficult for market funds to form a joint force and consistent expectations in this direction. "
"Third, the SME board and the GEM "growth stocks" line actually lack the underlying logic support of continuous speculation. "
"Without the underlying logic support of continuous speculation, it will be quite difficult for market funds to form a joint force and consistent expectations in this direction. "
"Third, The line of "growth stocks" on the small board and the ChiNext board was obviously lagging behind the market and oversold when the core main lines of "infrastructure", "military industry" and "Internet finance" continued to rise in the early stage. Now, under the hype of "film and television media", this line is also expected to rebound from oversold under the support of short-term emotions. "
"Fourth, the core stocks of the previous popular main lines such as "infrastructure", "military industry" and "Internet finance" that our fund holds heavily have led the market's rebound trend for a long time. In fact, there are quite a few profit-taking chips accumulated on the market. Now that the line of "film and television media" has exploded, the main line of "growth stocks" on the small and medium-sized board and the ChiNext board has begun to show oversold rebound expectations, it is also normal for profit-taking chips to intensify their exit and chase new hot spots. "
"Under these factors..."
Zhang Guobing paused, then looked at the changes in the two markets, and continued: "We remain patient, hold positions calmly, and wait for the expected completion of the 'oversold rebound' of the SME Board and GEM 'growth stocks' line, wait for the further clearing of profit-taking on the previous hot main lines such as 'infrastructure' and 'military industry', and wait for the final adjustment of the Shanghai Composite Index at 2,300 points. At that time, we will guide the market and pull the previous main lines such as 'infrastructure' and 'military industry' with continuous speculation logic and future expectation logic. It should be much more effective than now. "
"Well!" Su Yu nodded slightly after listening to Zhang Guobing's analysis, "Market changes are like the flow of a river. It can only be guided in time and cannot be blocked. At present, the SME Board and GEM 'growth stocks' line, driven by the sentiment of the 'film and television media' line, does have the expectation of 'oversold rebound'. In this case... let's wait and see, and wait for this expected speculation sentiment to react. "
"In fact, the sentiment in the 'film and television media' line was intensified, causing the follow-up funds in this line to overflow and diverge in the direction of 'growth stocks' in the SME board and the GEM. This was also caused by us." Zhang Guobing was very happy to see that Su Yu agreed with his analysis and said with a smile.
Su Yu thought about it for a while, then understood what he meant, smiled, and responded: "That's right!"
In the trading room, while everyone was analyzing and discussing, the market trading time had moved to 9:25, and the call auction of the two markets ended.
After a full 10-minute call auction.
As expected by the majority of investors before the market, the Shanghai Composite Index opened high and stood above the 2,300-point mark, fixed at 2,301.78 points, up 0.49%, while the Shenzhen Composite Index and the ChiNext Index opened higher by 0.83% and 1.05% respectively, and the SME Index opened higher by 1.23%.
Among them, nearly 1,500 stocks in the two markets opened higher in the red.
The hot investment sentiment is obvious.
As for the performance of various industry sectors, popular main lines, and popular concept stocks that are highly concerned by market investors in the two markets,
The 'Film and Television Media' industry sector, which was directly stimulated by the heavy positive news, continued to lead all industry sectors in the two cities. Its industry sector index rose directly to more than 2.5%. In the entire sector, there were 10 stocks with daily limit, and about 20 stocks with an increase of more than 5%.
Then, due to the direct emotional impact of the outbreak of the 'Film and Television Media' sector.
In the 'Growth Stock' concept field, which is mainly composed of SME Board and GEM constituent stocks, a number of main lines and core concept stocks have performed very well. For example, a number of concept sectors and concept stocks in the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain' opened higher and their gains exceeded the growth of the GEM index.
On the contrary, the previous performance was excellent. At the end of yesterday's trading session, the previous popular core themes such as "infrastructure", "military industry", and "Internet finance", which also performed well, showed obvious weakness at this moment. The related concept sectors and concept core stocks not only opened higher, but also fell behind the performance of the market index. In addition, the flow of funds on the market showed a clear net outflow trend during the entire call auction stage.
In addition to these main line areas and concept stock areas that are currently receiving more attention.
Other unpopular main line areas such as "traditional finance", "consumption", "medicine", "non-ferrous metals", "coal", "petrochemicals", and "agriculture and animal husbandry" that are less concerned, their trends basically follow the market trend. There is no sign of independent trend, nor obvious signs of attention from the main funds.
Faced with such an opening situation...
The vast majority of investors in the entire market are happy and excited.
After all, after the continuous shocks in the early stage, the Shanghai Composite Index finally stood on the psychological pressure point of 2300 points. At the same time, the line of ‘Film and Television Media’, with the full support of ‘Fortune Road’, perfectly played an extremely hot continuous money-making effect, and... the corresponding small and medium-sized concept stocks also showed a strong rebound trend in the call auction trend.
"Haha, the Shanghai Composite Index finally crossed the 2300 point mark!"
After the call auction of the two markets ended, during the short five-minute suspension period, countless investors who were watching the market had excited exclamations in their eyes.
"No doubt, the market will definitely open higher and go higher today, with a 2% increase at the beginning."
"I've said it long ago, 2300 points will definitely not stop the Shanghai Composite Index. Now that this barrier has been successfully taken, the follow-up... depends on 2400 points, right?"
"Of course, but today's main market should not be on the main board, but on the GEM and SME boards, right?"
"Looking at the entire call auction process, the performance of the GEM and SME boards is indeed significantly stronger than the blue-chip stocks on the main board."
"Nonsense, with such an explosive market trend in the 'Film and Television Media' line With the help of the trend, the main short-term market will definitely shift to the GEM and SME boards. "
"So, at the end of yesterday's trading session, it was wrong to chase into the "infrastructure" field again?"
"It can't be said to be wrong. Anyway, the overall market trend is not bad. If you buy the wrong main line, it's just a matter of how much you earn."
"That's true, but you can make money faster by following the main hot spots of the market."
"It's absolutely right to rely on the "film and television media" line, but it's a pity that all the newly added stocks held by Mr. Su's "Fortune Road" today have basically all reached their daily limits, so it's not easy to buy some chips . "
"LeTV, Enlight Media, and Huayi Brothers have large circulations, and I feel that the daily limit should not be closed. There should be a chance to buy today."
"Looking at the strength of the closing in the call auction stage, Huace Film and Television is still the strongest!"
"Indeed, the funds of this group are the most consistent."
"Huace Film and Television and Ciwen Media will definitely not be bought today. Let's see the strength of the three boards tomorrow. The strongest concept leading stocks in the field of "film and television media" should come from these two stocks."
"In fact, it is impossible to buy the core stocks of the "film and television media" line. , it is also a good idea to buy low-priced popular growth stocks in the early stage. Stocks such as Netspeed Technology, Changqu Technology, and Huaqingbao seem to have been adjusted in place, and the trend of these stocks in today's call auction is really good. "
"In terms of technical trends, these growth stocks seem to have bottomed out, but the mid-year performance, that is, the fundamentals, do not seem to be very clear. Many growth stocks may have mid-term performance, and the main funds of these stocks are still not paying enough attention. "
"You can build a bottom position first to try it out. After all, it is a good choice. "
"It makes sense, what the hell... Mr. Su's 'Fortune Road' is heavily involved. It doesn't matter what the main direction is, just one word, 'do it' will do!"
During the intense and exciting discussion among the broad investor groups.
At this time, within the main financial institutions, everyone has their own calculations and plans in the face of the market's opening scene and specific signs of market changes.
Among them, Shenzhen Pingyin Asset Management Center and Fund Trading Department.
Liu Ziliang, general manager of the asset management business, stared at the two markets where the call auction had ended and the official opening of trading was about to begin. He smiled softly. He was quite surprised by such a market opening performance and said: "I really didn't expect the market trend. Driven by the sentiment in the 'film and television media' line, it has shifted towards the 'growth stock' sector in the direction of the small and medium-sized board and GEM."
"If I remember correctly..."
Liu Ziliang's eyes were sharp, he paused for a moment, and then said: "The core holdings of the 'Yu Hang Group' funds should be in the main field of 'big infrastructure', right?"
Standing next to Liu Ziliang, Chen Shen, the main fund manager of Pingyin Asset Management Trading Department, nodded and responded: "According to the early buying trend of the 'Yu Hang Series' funds in the market, and the ranking of 'Fortune Road' on the Dragon and Tiger List, Observing the historical buying data on the Internet, the core positions of the "Yuhang Group" funds are indeed in the main line of "big infrastructure."
"Yeah!" Liu Ziliang nodded, and the smile on his face became brighter, "In that case... Mr. Su from the 'Yuhang Department' used his position to shoot himself in the face this time. Damn it, you say... If the market trend is really one-sided in the direction of small and medium-sized board and GEM 'growth stocks', what will happen to the funds of the 'Yu Hang Group'? "
Chen Shen pondered for a moment and responded: "If the next market situation is really one-sided in the direction of 'growth stocks' on the small and medium-sized boards and GEM, and continues to form a situation of 'Shanghai is weak and Shenzhen is strong', then the 'Yu Hang Group' stock Funds are very likely to be short of the main market trend.”
"That's it!" Liu Ziliang nodded slightly, "The 'Yuhang Department' has invested tens of billions of funds into the market. It is already a situation where the ship is in danger of turning around."
Seeing Liu Ziliang's eyes getting sharper, Chen Shen couldn't help but ask, "Mr. Liu, what do you want to do?"