Chapter 510 The Choices of Major Institutions (VII)!

"Concentrate positions?" Zhou Kan asked, "Concentrate on the line of 'Film and Television Media'?"

Xu Xiang nodded and responded: "Yes, concentrate on the line of 'Film and Television Media'. After all, according to your analysis just now, the line of 'growth stocks' on the entire SME board and GEM is the main line with the strongest speculation and investment expectations no matter from which factors are analyzed."

"We will concentrate the chips on the SME board and GEM 'growth stocks' line on the main line of 'Film and Television Media'."

" No matter whether the market has experienced a big divergence in the future, the main line of the market will shift to the Shanghai Stock Exchange on the main board, or to the small and medium-sized concept growth stocks in the Shenzhen Stock Exchange, we can take the initiative relatively. "

"Moreover, today LeTV exploded, and the internal chip structure of the "film and television media" line has become somewhat loose."

"If we adjust the position in time, we can also get a lot of high-quality chips."

"Okay, I understand!" Zhou Kan nodded under Xu Xiang's explanation and instructions, and then quickly issued corresponding trading instructions to the traders in the trading room.

And as his trading instructions were issued...

At this time, the market trading time has reached 1:46.

The entire market situation has not changed much compared to before. Whether it is the Shanghai Index, the Shenzhen Index, the ChiNext Index, or the Small and Medium-sized Index, they all maintain a relatively balanced shrinking and oscillating trend, and the major main line areas of the market are also in a shrinking and oscillating state.

It's just that the two stocks of LeTV and Netspeed Technology that exploded.

After the continuous explosion of intraday volume, this time, the main funds’ buying orders gathered and the daily limit was closed again.

Of course, even if these two stocks closed the daily limit again, they could not reactivate the hot speculation sentiment of the main line of ‘film and television media’, ‘Internet applications’, ‘Internet software’, and the ‘growth stocks’ of the small and medium-sized boards and the GEM. They could only slightly save the market trend of the major core concept stocks in these major main line areas and weaken the corresponding follow-up selling.

“Alas, the entire market has shrunk seriously!”

Seeing that Netspeed Technology and LeTV returned to the daily limit, they could not re-stimulate the main line speculation sentiment of ‘film and television media’, ‘Internet applications’, and ‘Internet software’, and the large number of retail investors gathered in the discussion area of ​​the trading platform were all a little disappointed.

"It should be like this today, right? Whether it is the Shanghai Index, the Shenzhen Index, the ChiNext Index, or the SME Index, they can no longer move upward under this intraday volume."

"The Shanghai Index is only one step away from stabilizing at 2,300 points!"

"It is so close, but it is like a chasm. Without volume support, it is impossible to cross it."

"The market is too divided. I don't know where to follow the trend. Otherwise... the volume should not shrink to this extent."

"Even the concept leading stocks of the nature of Netspeed Technology and LeTV are unstable. It is normal for everyone to hesitate and have concerns in their hearts. In the current market, except for the relatively consistent expectations of the "film and television media" line, other main lines are easy to follow. A slap in the face, right? "

"Indeed, so today is a divergence day, and tomorrow should be the day to see the signs of a definite turn in the market."

"In a word, just wait and see."

"It is better to be still than to move, that's true. In the morning, I hurriedly liquidated the funds of the major hot concept stocks of "infrastructure", "military industry", and "Internet finance". Now, seeing that the stock prices of a number of concept leading stocks in this field have rebounded, I should be regretting it, right?"

"It's right to regret it, holding stocks requires faith."

"In the major main fields of "infrastructure", "military industry", and "Internet finance", General Manager Su's "Yuhang system" has locked in the main positions, and the subsequent market should not be too bad. Now it is just a short-term comparison of the entire The market has risen too much, and it just needs to digest the profit-taking. "

"I agree. I think whether it is the previous popular main lines of "infrastructure", "military industry", and "Internet finance", or the newly hyped "film and television media", "Internet software", "Internet applications", and even the "smartphone industry chain", these main lines should have opportunities. "

"In general, the expectations of these main lines are not bad. The key is that the Shanghai Composite Index has not broken through for a long time, which always gives people a feeling of unstable market trend. People hesitate to intervene with heavy positions or full positions. "

"I have this feeling too. "

"Indeed, it always feels that it is so difficult for the Shanghai Composite Index to break through 2,300 points. It will be difficult to break through 2,400 points in the future. It will be even more difficult to stand above 2,500 points and refresh the rebound high in early May. "

"According to past trends, the Shanghai Composite Index usually falls after a long period of sideways movement."

"I hope that this time, the Shanghai Composite Index will not stay sideways for too long at this position, otherwise the more it consolidates, the more panic I feel."

"Whether the market can go up, whether it can stand firm at 2,300 points, and continue to open up space, I think we must first look at the line of "big infrastructure" and when the adjustment can end. "

"Well, looking at the trend of today's market, it is true that the trend of the Shanghai Composite Index is most closely related to the performance of the main line of "big infrastructure." "

"So, the line of "big infrastructure" is the real core line of the market?"

"Yes, I think so."

"I think no matter which main line direction, as long as a consistent expectation can be formed, causing the main market funds to shift in one direction, the index can also break upward, and it does not have to be the line of 'big infrastructure'."

"However, only the line of 'big infrastructure' is the one with the smallest divergence in medium- and long-term investment expectations among the many core main lines in the current market, right?"

"Indeed, if the main line of 'traditional finance' moves, the Shanghai Composite Index can go up easily."

"'Big finance' field? Impossible, there is no expectation in this direction at all."

"But in the field of 'big finance', especially a number of traditional financial weight stocks, the valuation has been compressed to the historical limit. If the main funds work together, If so, it should be possible, right? "

"Difficult, without expectations, it depends on incremental funds to drive it, and the main funds of all parties in the market will not be the "sucker". "

"Don't look at PE, it is a useless indicator. "

"Indeed, if you look at PE to speculate in stocks, you will lose money sooner or later in the A-share market. "

"It is impossible for "big finance" to lead the market to break through. Without strong expectations, how much money is needed to drive these financial heavyweight stocks with such a large market value and volume? If there is really so much incremental funds... Isn't it easier to pull "big infrastructure" with strong medium- and long-term investment expectations than to pull "big finance"? "

"Oh, forget it, I don't want to think about the index breakthrough. "

"In fact, even if the index cannot break through, the market situation will re-enact a wave of the second half of last year The trend is also pretty good. "

"You're dreaming. Whether it's 'mobile Internet' or 'smartphone industry chain', the current expectations for these two main lines are not as strong as last year. Moreover, although the core stocks in these two main lines have been adjusted for half a year from the end of last year to now, overall, the stock prices have risen a lot compared to before the hype last year. Even many stocks are only halfway up the mountain from the peak of last year's hype. In this case, even if there is the hype of last year, the space will not be too high. "

"But there are always certain expectations, right? "

"In general, during the adjustment stage of the main lines of 'big infrastructure', 'military industry', and 'Internet finance', small and medium-sized The line of "growth stocks" on the board and the ChiNext can still take on some market conditions. It is also the only area of ​​money-making effect after the adjustment of the previous hot main line, right? "

"But I always feel that except for the main line of "film and television media", other main lines, money-making effects and active acceptance of funds have more or less problems. "

"To put it bluntly, the market recognition is not enough. "

"Be patient. At this time, the left opportunity is full of uncertain risks. It is safer to wait for the right opportunity. "

"Yes, wait until the three boards confirm the leader. "

Amid the heated discussions of many retail groups, the time trading time has passed 2:30 pm unknowingly and entered the last half hour of the trading session.

However, as the trading time goes by.

There are still great differences in the market style, and the volume is also shrinking. Among them, the Shanghai Composite Index is trapped at the 2,300 point mark, neither going up nor down, and the Shenzhen Composite Index, ChiNext Index, and Small and Medium-sized Board Index are hovering at a 1% increase, and there is no upward momentum at all.

As for the previous popular main lines such as "infrastructure", "military industry", and "Internet finance" that have attracted much attention from the market, as well as the main lines of "film and television media", "Internet software", and "Internet applications" that have occupied the list of gains in the two markets today, they are also sluggish at this moment.

Such as the core stocks in the fields of "infrastructure", "military industry", and "Internet finance".

After a rapid and explosive rebound, stocks such as "Huaguo Zhongye, Shanghai Construction Engineering, Beijiang Communications Construction, Pudong Development, Gemdale Group, etc." have been fluctuating near the position after the rebound, neither continuing to attack, nor diving to smash the stock price.

Similarly, the core stocks in the main line fields of "film and television media", "Internet software", and "Internet applications".

In addition to the concept stocks that had already closed the board and reached the daily limit in the morning, the core concept stocks that were pulled up in the afternoon, even though the active selling was not so serious after LeTV and Netspeed Technology exploded and closed, the active buying that followed the trend also declined a lot, causing a number of stocks to fall into a shrinking and sideways shock pattern, which could not effectively attack and was difficult to fall.

In short, at this moment.

Due to market differences, the majority of investors are more hesitant in their investment psychology.

The entire market has formed a subtle long-short balance pattern, stuck at the key point, and has become a narrow shock pattern that is neither up nor down.

And facing such a market trend.

As the main institution of the Yuhang system, which has heavy positions in the main lines of "infrastructure", "military industry" and "Internet finance", and other institutions with similar positions are happy to accept it; however, for the Pingyin Asset Management Institution, which is fully guiding market sentiment and active follow-up funds to the "growth stocks" of the SME Board and the Growth Enterprise Market, and whose holding weights are shifting to the core lines of "film and television media", "Internet software", and "Internet applications", and other institutions with similar trading directions, it is an obvious dangerous signal.

"Mr. Liu, the market trend is a bit deviated from our expectations and assumptions!"

At 2:35 in the afternoon, in the core main fund trading room of Pingyin Asset Management Center, fund manager Chen Shen stared at the trading tables of the two cities, frowned slightly, and reported to the silent general manager Liu Zilianghui: "Netspeed Technology and LeTV’s re-blocking failed to boost popularity and sentiment, which proves that market investors have great doubts about the market continuity of the ‘growth stocks’ line of small and medium-sized boards and GEM!”

"I saw it!" Liu Ziliang's eyes were sharp and he responded angrily.

After the market opened in the afternoon, the daily limits of Wangsu Technology and LeTV were smashed, which he did not expect at all.

Of course, this was also a mistake in his overall trading thinking.

If they could place a large number of orders in advance on the daily limit boards of Wangsu Technology and LeTV, which have already reached their daily limit, to avoid the daily limit boards of these two core concept stocks being smashed, the current market trend would not be like this.

However, there is no use regretting this now.

"What should we do now?" Chen Shen saw that Liu Ziliang's expression was not good. He paused for a while and said cautiously, "Let's wait and see, or should we continue to operate according to the previous ideas?"

Liu Ziliang responded: "Wait and see? At this time... time is not on our side. The more we wait and see, the more doubts the market investor group will have about the market continuity of the 'growth stocks' line of small and medium-sized boards and GEM. The market will The more hesitant active capital groups are, the more likely they are to turn to the early hot topics of 'infrastructure', 'military industry', and 'Internet finance.'

"If these funds are really transferred back, everything we have done today will be in vain."

"Similarly, once the majority of investors in the market have more doubts about the market continuity of the 'growth stocks' line of small and medium-sized boards and GEM, and are unwilling to follow the trend, then this line will be useless, and we want to The main trend of the market and the plan to transfer from the Shanghai stock market to the Shenzhen stock market will completely go bankrupt."

"Then let's..." Chen Shen asked.

"Continue to increase positions and increase capital investment according to the previous operating ideas." Liu Ziliang interrupted Chen Shen and said decisively, "In the trading market, in the face of opportunities, the final result of hesitation can only be failure. The current market as a whole The emotional direction and the scope of the money-making effect are still on the "growth stocks" line of the small and medium-sized board and GEM, and the selling pressure on the main lines of "infrastructure", "military industry" and "internet finance" is also still there. If we continue to invest money to guide the market, it will be effective.”

"Okay!" Seeing Liu Ziliang's decisive look and firm tone, Chen Shen didn't dare to ask any more questions and responded hurriedly.

Then, he immediately looked back and quickly ordered to the traders in the trading room to continue selling the fund's positions on the core lines of 'infrastructure', 'military industry' and 'Internet finance', especially those held by the 'Yu Hang Group' There are many overlapping stock chips, and it also allows everyone to increase the amount of chips they buy in the core main areas of 'film and television media', 'Internet software' and 'Internet applications'.