Chapter 514: Fight for Market Dominance (Part 3)!

In general, judging from the various investor views and emotional reactions after the market, everyone is relatively consistent in their views on whether the market as a whole can still break upward. They all believe that with so many favorable policies and news, the 2,300-point mark will definitely not be able to trap the Shanghai Composite Index.

However, there are still huge differences as to whether the market will mainly break through the "weighted large-cap stocks" in the Shanghai Stock Exchange or the "concept growth stocks" in the emerging industries of the Shenzhen Stock Exchange.

In the evening, in the peripheral market.

After opening slightly lower, the US stock market continued to rise, which once again added some emotional support to the domestic market tomorrow.

Moreover, since Apple, the leading company in the entire smartphone industry chain among the core components of the US stock market, rebounded sharply during the session after passing the cloud of semi-annual performance expectations, the global "Apple industry chain" related stocks that were previously sold off by the market and abandoned by the main funds also rebounded sharply in the entire peripheral market, increasing the expectations of domestic market investors for the performance of stocks in this direction after the market opens tomorrow.

Then, the next day, before the market officially convenes for auction trading.

Before the market opened, a small number of investors with keen market sense had already set their sights on a number of high-quality "Apple industry chain" stocks in the A-share market, and selected several concept stocks with good trend patterns, moderate circulation, and suitable for speculation by the main funds in the market.

Similarly, due to the overnight rebound of US stocks.

Market investors have also been increasing their expectations and expectations for the Shanghai Composite Index to stand above 2,300 points.

Of course, due to the explosive trend of stocks related to the "Apple industry chain" in the periphery, everyone has high expectations and more active participation in the front-line areas of "growth stocks" in the SME board and GEM, which have already played a money-making effect and speculation sentiment yesterday.

"The entire market, emotional expectations are increasing. Today, the Shanghai Composite Index stands at 2,300 points. There should be no suspense, right?"

At 9:02 am, someone in the Yuhang main hot money group where Su Yu was located raised a question after investigating the discussion heat and topic heat of various stocks on the Internet.

"There should be no suspense about the high opening. As for whether the Shanghai Composite Index can stand firm at 2,300 points, we have to wait and see after the market opens!"

"The pressure on the Shanghai Composite Index at 2,300 points is actually not great, and the 2,300-point mark, now looking at it... is actually not very meaningful, right? The key is how the main market trend will develop!"

"Yesterday, General Manager Su's 'Wealth Road' took profit and stopped a lot of chips in the SME Board and GEM 'growth concept stocks', and increased the position of 'North Xinjiang Communications Construction'. In addition, yesterday's 'big infrastructure', 'military industry', and 'Internet finance' lines have been adjusted. Today... The overall investment sentiment of the market before the market is so good, I estimate that the market should turn back to the 'big infrastructure' direction and make a breakthrough, right?"

"I disagree. Even if the influence of General Manager Su's 'Wealth Road' seat is terrifying, it can't be Ignoring the impact of last night's external market trend on today's domestic market trend, everyone knows... Our A shares are most fond of following the US stocks in terms of market speculation, and there are also many main funds in the market, just like this. Last night, the 'Apple industry chain' exploded. Today, the A shares 'Apple industry chain' will definitely be hyped up, and in the direction of 'Apple industry chain', many concept stocks are basically affiliated to the SME board and GEM constituent stocks. Moreover... According to the current market's active capital liquidity, in the absence of major changes in the macro capital surface, it is also impossible to support the simultaneous breakthrough of the main line of the bull market, so the general market rise is basically difficult to appear, and the market development must be focused. "

"It means that driven by the 'Apple industry chain' line, today's market hot spots are likely to Will it still happen in the main line of 'growth concept stocks' in the SME board and GEM?"

"It should be! At least if the 'Apple industry chain' line riots, the active funds in the direction of 'main board weight stocks' will definitely be siphoned."

"Can't the siphoned lines be 'film and television media', 'Internet software', and 'Internet applications'?"

"After Mr. Su's smash yesterday, the trends of 'film and television media', 'Internet software', and 'Internet applications' will definitely diverge today, right?"

"These main lines, together with the 'Apple industry chain', belong to the main line of 'growth concept stocks'. According to the previous main line hype logic, the sub-sectors and sub-industries in the same main line area have a synchronous driving effect on other industry sectors and concept sectors, so...if The line of 'Apple industry chain' exploded today, and the active funds siphoned must come from the direction of 'main board weight stocks', while the lines of 'film and television media', 'Internet software', and 'Internet applications' are not too obvious. Of course... there is a high probability that these lines will diverge in trend today. "

"So, the line of 'Internet finance' is also a branch market line in the main field of 'growth concept stocks'. Why did the abnormal explosion of the lines of 'film and television media', 'Internet software', and 'Internet applications' in the market yesterday fail to drive the line of 'Internet finance'? "

"The investment logic and hype logic followed by the line of 'Internet finance' are completely different from the branch market lines in the main field of other 'growth concept stocks'. They can't be confused, right? "

"It is true that they cannot be confused. The logic of 'Internet finance' is obviously different!"

"No matter which direction the market moves, it shouldn't be too bad today, right?"

"This is true. Regardless of whether the Shanghai Stock Exchange Index can firmly stand at 2,300 points, the downward path is basically blocked. As for the small and medium-sized board and the GEM board, the core concept of 'film and television media' is expected to be hyped. They are all still there. Even if today's trend may be somewhat divergent, the leading stocks are definitely still worth buying. Coupled with the hype expectations of the 'Apple industry chain' that are directly driven by external trends... the market has not fallen at all today. Motivation!”

"Since everyone has unanimous expectations and feels that the overall market trend will not be too bad, then why bother arguing about which main line of market trends? Isn't it okay to be light on indexes, light on sectors, and heavy on individual stocks?"

"Haha, it's true...the final destination of trading operations is individual stocks, isn't it?"

"In terms of current market stock market expectations, a number of 'Apple industry chain' stocks, as well as the core concept leading stocks in the 'film and television media' field that still had their daily limit closed yesterday, should be the strongest. Among them, Anjie Technology and Changying Precision, Goertek Acoustics, OFILM Technology, Lexun Precision, Huace Film and Television, Ciwen Media, Cultural Investment Holdings, and Yanjing Culture received the most attention and discussion.”

“The check ‘Northern Xinjiang Communications Construction’ that Mr. Su added to his position yesterday has attracted a lot of attention and discussion, and there is also a very high expectation of counter-contracting!”

"Inspur Information, Huaguo Software, Changqu Technology, Hua Qingbao, Ren Zixing, 2345... where are these tickets?"

“The expectations and popularity of these tickets are far worse than before. It’s hard to predict the trend.”

"LeTV, Huayi Brothers, and Wangsu Technology, the three GEM heavyweight stocks that Mr. Su dumped yesterday, are expected to have very different trends today, right?"

"If you want to participate in today's market, the first thing you should avoid are these three checks, right?"

"Indeed, if a gentleman does not set up a dangerous wall, no matter whether these three checks can still rise or not, if the expectations are not good, they should not participate anymore. Moreover, the circulation of these three checks is lower than other concepts in the 'growth concept stocks' line." The stocks are too big and not easy to speculate on.”

"In general, pre-market expectations are the strongest, and the circulation market is more suitable for speculation. The only stocks that can be participated in with relative confidence are Anjie Technology, Changying Precision, Goertek, OFILM Technology, Lixun Precision, and Hua Are these ten stocks Ce Film and Television, Ciwen Media, Cultural Investment Holdings, Yanjing Culture, and Beijiang Communications Construction?”

"It's pretty much the same. Depending on which stock is suitable for trading, just buy that one!"

"Lixun Precision can rule it out. The plate is too big."

"But this check is a stock that the 'Yu Hang Series' fund managed by Mr. Su has participated in the private placement. In fact, although this check plate is large, there are not many real circulation plates. In addition, with the blessing of Mr. Su's position concept, I I feel that if we want to move towards the direction of the 'Apple industry chain', this check should be unavoidable."

With the rapid refresh of messages in the group...

In the midst of discussions among the hot money tycoons who comprehensively analyzed the pre-market conditions and quickly formulated intraday operation plans, the time unknowingly arrived at 9:15.

I saw that tens of millions of investors gathered in the spotlight.

The stagnant market trading disk began to jump rapidly, and the stock prices of nearly 2,000 market stocks flashed, intuitively reflecting all the expectations of the pre-market investor group.

"'Apple Industry Chain' jumped to the top of the list of gains in the concept sectors of the two cities, and the 'film and television media' industry sector and corresponding concept sectors continued to be popular." At 9:15, the market ushered in the initial collective bidding, and initially showed the overall market trend. At that moment, inside Yuhang, Yuhang Investment Company, in the main fund trading room, Wang Can stared at the market, frowned, and reported to Su Yu, "Boss, the market trend, it depends on the situation... It is still in the small and medium-sized board , the main line of GEM’s ‘conceptual growth stocks’!”

Su Yu stood in the center of the trading room, his eyes fixed on the large market screen in the center of the trading room, and said: "The external market trends and pre-market expected reactions are like this, and there is nothing we can do."

"Just let it be?" Li Meng tilted his head and asked.

Su Yu pondered for a moment and said: "There should be a clear expectation of an explosion in the 'Apple industry chain' line today. The pressure is against the trend and is not easy to suppress. And we are on this line. We have a lot of chips if we don’t quit, and it will be good for us if we get this line up.”

"On the contrary, the lines of 'Film and Television Media', 'Internet Applications', and 'Internet Software'..."

As Su Yu pondered, his eyes gradually became sharper and sharper, and he continued: "We can use the unfinished chips in this field to press the market during the collective bidding stage to guide the market in this field. Those who hold positions that are not firm will follow the trend and sell.”

"certainly……"

Su Yu paused, and then said: "We don't have many positions in the 'Film and Television Media', 'Internet Applications', and 'Internet Software' lines. The so-called good steel must be used on the blade. We will follow up." If we want to guide market investment sentiment and speculation sentiment further towards the main board, towards 'infrastructure', 'military industry', and 'internet finance', the main areas where we have heavy positions, we need to use these chips to guide the market at critical moments. "

"So, at this moment, we use call auction to sell these lines on the market."

"It can only be a false order."

"Of course, it can't be all empty. Before 9:20, just hang ten and withdraw nine, and hang ten and withdraw eight."

"In short, our purpose is to use the smallest selling funds as a price to maximize the differentiation trend of the 'film and television media', 'Internet applications', and 'Internet software' lines, thereby activating the market's capital groups and speculation Emotions return to the early main lines of 'big infrastructure'."

"Understood!" Following Su Yu's instructions, other trading team leaders in the trading room quickly responded and quickly executed the relevant instructions before Li Meng personally issued the order.

"At the same time as the pressure is on the market..." Li Meng pondered for a moment and said, "Aren't we planning on the direction of the main board and the main lines of 'big infrastructure' in the early stages? In fact, looking at the overall collective bidding situation in the market, investment sentiment and capital follow-up sentiment are still very strong. , everyone also expects the Shanghai Index to reach 2,300 points and continue to open up space upwards. We can definitely use this expectation of the Shanghai Index to break upward to stimulate the 'big infrastructure' line."

After being reminded by Li Meng, Su Yu thought for a while, then shook his head slightly and said: "The line of 'big infrastructure' has too many market value, industry sectors, and concept sectors. If you want to get rid of adjustments, , to get out of the market, there must be enough market cooperation, and now...it's still a bit too early. "

"but……"

Su Yu smiled and emphasized: "Although the 'big infrastructure' line still needs certain adjustments and consolidation to further accumulate expectations and upward momentum, it is important to maintain a certain money-making effect and emotional activeness of this line. , market investors’ attention is still necessary.”

"You mean..." Li Meng guessed.

Su Yu quickly interrupted Li Meng's words and said: "There is no faster and better way to accumulate emotions and attention than to hype up the main concept leaders, to satisfy the majority of retail investors and hot money groups, and to follow the trend of these concept leaders faster and better. Well, it is still necessary for us to invest in these mid- and small-cap concept stocks such as 'Beijiang Communications Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Hongdu Airlines, Jinzheng Shares, Yinjie Technology, Flush...' , to maintain the hype expectations of these stocks and maintain the active trading of these stocks.”