Chapter 516: The Battle for Market Dominance (V)!
Chen Shen's question left Gao Yixiang speechless.
Indeed, A-shares are not Hong Kong stocks. In stock trading, if you have no chips, even if you are short on the stock price, there is no such thing as naked shorting. What's more, the check of 'Beijiang Communications Construction' is not the target of market integration at all, even if' Pingyin Asset Management has a vast background and connections within the domestic financial system. Without the bargaining chip of this stock, it can only sigh in despair and watch eagerly as this stock continues to break through and continue to drive 'infrastructure' and 'military industry'. ', 'Internet finance' and several early main concepts have rebounded.
However, they have no chips in the stock of 'Beijiang Communications Construction', as well as the popular concept stocks of small and medium-caps in the main fields of 'infrastructure', 'military industry' and 'Internet finance'. However, they have no chips in the 'Yu Hang Group'. There are a lot of chips to play in the main areas of 'film and television media', 'Internet software', and 'Internet applications' that we focus on, and even in the direction of the 'Apple industry chain' that is currently being pursued by market investors. .
This is also the current disk performance...
It is obvious that the trend is still in the main line of "concept growth stocks" on the Small and Medium-sized Board and GEM; it is obvious that the line of "Apple industry chain" has continued to drive the hype in the direction of "conceptual growth stocks" on the Small and Medium-sized Board and GEM; it is obvious that the "film and television" The media still has strong hype expectations for this line; but the market call auction trend and the direction of funds to follow the trend are still the reasons for the shift to the main lines of "infrastructure", "military industry" and "Internet finance".
After all, after Gao Yixiang's reminder, no matter how stupid and slow Chen Shen was, he already understood that such a change in the market's collective bidding trend was clearly guided and promoted intentionally by major funds.
"Mr. Chen, we don't have the bargaining chips of the stock of 'Beijiang Communications Construction', nor can we invest in any of the main areas of 'infrastructure', 'military industry', and 'Internet finance' brought about by 'Beijiang Communications Construction'. The popular small and medium-cap concept stocks have formed obvious market pressure, but..." At this time, another core trader in the trading room, the deputy leader of the trading group, Wang Jinglun, suddenly said, "We can immediately pull up the relative value. It is expected that the current market divergence is small and the positive news has not completely dissipated for the core stocks in the 'film and television media' sector, which will revive the temporarily declining sentiment."
"As long as we raise the mood of the 'film and television media' line."
“The two lines of ‘Internet software’ and ‘Internet applications’ will definitely be linked with the line of ‘film and television media’.”
"At the same time, it is obvious that the market volume is still somewhat insufficient, and the active financial groups in the market are still unable to support the simultaneous breakthrough of multiple main lines. This shows that... as long as the 'film and television media' line makes money, it will obviously If it is better than the popular main lines of 'infrastructure', 'military industry', and 'Internet finance' that have risen in the early stage, it will still form a siphon of funds to these popular main line areas, thereby suppressing these popular main line areas. "
"In general..."
Wang Jinglun paused for a moment, and then continued: "I think we still have the initiative in the market, and the 'Apple industry chain' line is expected to be hyped today, taking over the market conditions, which is actually conducive to the market conditions. The trend continues to shift towards the "conceptual growth stocks" field of small and medium-sized boards and GEM. After all, the investment direction of the "Apple industry chain" and even the "smartphone industry chain" originally follows the logic of "growth stocks" in investment, Hyping.”
"Good!" When Chen Shen heard Wang Jinglun's analysis, he smiled and praised, "Jinglun still has a thorough understanding of the game."
After speaking, Chen Shen took a look at the market trading time.
I saw that the time was quickly approaching 9:20, and on the entire disk, the newly rising lines of 'infrastructure', 'military industry', and 'internet finance' had already slightly faded under the withdrawal of a large number of pallets of main buying orders. Correspondingly, the 'Film and Television Media', 'Internet Application', and 'Internet Software' lines that were suppressed by selling in the first few minutes slowly began to rebound due to the large number of pending orders and cancellations.
Immediately afterwards, when 9:20 arrived, a large number of false orders were canceled on the two markets.
The main lines of 'infrastructure', 'military industry', and 'Internet finance', as well as related industry sectors and concept sectors, have all fallen back to a slightly higher opening. Of course, among them, such as 'Beijiang Communications Construction, Tianshan Cement, The trend of popular concept stocks such as Shanghai Construction Engineering, Pudong Construction, Hongdu Airlines, Jinzheng Holdings, Yinjie Technology...' is still strong, but the market differences of corresponding weighted large-cap stocks are more obvious, and selling is heavier.
The main lines of 'film and television media', 'Internet software' and 'Internet applications', as well as related industry sectors and concept sectors, rebounded to the same level as the growth lines of 'infrastructure', 'military industry' and 'Internet finance'. Among them, "Huace Film and Television, Ciwen Media, and Cultural Investment Holdings" are the most powerful leading concept stocks in the field of "film and television media". Even though the daily limit orders have dropped sharply, the daily limit selling orders have also increased. Less, but still maintained the one-line daily limit trend.
As for several core GEM stocks that were quickly smashed by Su Yu's "Fortune Road" yesterday.
Netspeed Technology opened sharply lower, and the market was completely suppressed by selling orders; LeTV opened slightly lower, and the divergence between long and short orders on the market was still huge; Huayi Brothers maintained a flat market trend, with many selling orders, but also many buying orders. In general, under the condition of relatively good overall market sentiment, the selling effect after the "Fortune Road" crash was not as serious as everyone expected before the market opened.
"Haha... I thought it was so awesome, but it was just bluffing." Seeing the real call auction situation of the two markets at 9:20, Chen Shen's originally tense heartstrings finally relaxed, and turned around and quickly issued instructions to each trading group, "According to the trading strategy just mentioned by Team Leader Wang, place orders to buy the core stock chips of the lines of 'Film and Television Media', 'Internet Applications', and 'Internet Software' to push up the call auction trend in this direction."
"At the same time..."
Chen Shen paused and continued quickly: "For the three stocks of Netspeed Technology, LeTV, and Huayi Brothers, we must pay special attention to them, and directly buy large orders to push up their market, so that investors in the entire market will pay attention to these three stocks, and notice that after a stock is sold in 'Fortune Road', it does not mean that the market is over."
"Okay!" Gao Yixiang and Wang Jinglun responded synchronously, and then quickly passed on the trading instructions.
Then, the entire 'Pingyin Asset Management Department' made corresponding trading strategies, reinvested a large amount of funds, and guided the market situation.
At 9:21, LeTV and Huayi Brothers stocks turned red in a flash.
At 9:22, Wasu Media, Phoenix Media, Boshi Communication, Shengda Media, Zheshu Culture, and other popular concept stocks in the field of "film and television media" were attacked by a large number of active buying orders, and the entire "film and television media" industry sector index also rose rapidly, with a high opening rate of 1% in a flash, returning to the position of the "electronic information" industry sector where a large number of "Apple industry chain" stocks gathered.
At 9:23, Netspeed Technology also successfully turned red under the continuous push of a large number of active buying funds.
At 9:24, the "Internet Finance" sector also had some changes, and "Hengsheng Electronics" strengthened. A strong main buying order of 3,000 lots appeared on its market, which directly pushed the stock price of this stock to the 1.5% increase mark in the call auction stage.
Finally, when 9:25 came, the call auction of the two markets ended.
The entire market has formed a situation where hot spots are scattered, the main line market direction is unclear, but generally opens high.
Among them, the main lines such as "Apple industry chain", "film and television media", "Internet finance", "Internet software", "Internet application", "infrastructure", "military industry" and other related industry sectors and concept sectors are all at the top of the market growth list. In each field, there are traces of the main buying funds.
As for other industry sectors and concept sectors that lack expectations and hype sentiment except these main line fields, they are basically all siphoned by these main line fields. Under the relatively good investment sentiment and hype sentiment in the market, they either open slightly higher, or go sideways without volume, or open slightly lower. In short... basically there is no active capital care, and it is still like a stagnant pool of water.
Especially in the field of "traditional finance".
After the entire call auction, the total trading volume of a group of super-weighted large-cap financial stocks of hundreds of billions or even hundreds of billions of levels is far less than that of a group of small-cap stocks of billions of popular main line fields in the market.
In addition to the performance of various industry sectors, concept sectors, and popular stocks.
The most important market index performance...
The Shanghai Composite Index once again opened high and stood at 2300 points, set at 2307.54 points, up 0.41%, which can be regarded as a new high point in this round of rebound. As for the Shenzhen Composite Index and the ChiNext Index, they rose by 0.63% and 0.68% respectively. Although the increase of the two major indexes is significantly higher than that of the Shanghai Composite Index, from the overall situation, the performance of the Shanghai and Shenzhen markets is not much different, and there is no obvious "Shanghai is weak and Shenzhen is strong" situation.
Faced with such an opening situation in the two markets...
The investor group of the entire market is still relatively satisfied. At the same time, several major indexes opened high in this increase range. In the case that the market investor group has huge differences in the market performance, it is relatively in line with everyone's pre-market predictions and expectations.
Of course, although the opening performance of the index is relatively in line with market expectations.
But everyone still has huge doubts about whether the Shanghai Composite Index can stand firm at 2300 points today.
"From this opening pattern, it feels like the market divergence has not narrowed, but is expanding!" At 9:26, in the main fund trading room of Xinniu Fund Company in Shenzhen Stock Exchange, trading team leader Mou Zhengxing stared at the frozen market of the two markets and said subconsciously, "Under such a huge divergence, the Shanghai Composite Index at 2,300 points is probably still unstable, right?"
"It's still unstable, right?" In the trading room, General Manager Liu Xin, who was also observing the market, said in surprise, "The pressure at 2,300 points is not great. The Shanghai Composite Index has been trading at this position for several days in a row. Even if there is pressure from above, it should have been digested. Why is it still unstable?"
Seeing Liu Xin's eyes full of confusion.
Fund manager Fang Xinsheng pondered for a moment and responded: "There is no pressure at the 2300 point position of the Shanghai Stock Exchange Index, but the key point is that the current market hot spots are no longer just on the line of 'big infrastructure'. In other words, the market is moving The expectations are inconsistent.”
"Once the market expectations are inconsistent, it will disperse the main funds active in the market and the following capital groups."
“When the flow of funds in the market does not move in one direction, and is very likely to hold each other back, a very small breakthrough pressure will turn into a huge pressure.”
"In the current market, except for the line of 'big infrastructure', with this investment expectation and speculation logic, it is impossible to support the Shanghai Stock Index to continue to break upward, and other directions are impossible, and the current hot market trend is obviously still on the small and medium-sized board and the GEM board." Concept growth stocks' first line."
"However, historical experience with market movements over the past year tells us..."
"After the 'conceptual growth stocks' line of small and medium-sized boards and GEM boards has been hyped up, its driving effect on the white horse performance stocks and large-cap weight blue-chip stocks in the direction of the main board is extremely limited, and the investment logic and hype logic in these two directions are , and completely different.”
"So, after the active funds and a large number of follow-up capital groups that gathered on the 'big infrastructure' line in the early stage have been dispersed in the 'concept growth stocks' line of the Small and Medium-sized Board and GEM, the Shanghai Stock Index is facing the 2,300-point line. At the pass, it’s still very difficult to stand firm.”
"I guess...the market is very likely to continue to fluctuate."
“Until market expectations converge again, we may not see hope of a real upward breakthrough for the Shanghai Stock Exchange Index.”
"Hey... So, is all your happiness in vain?" After listening to Fang Xinsheng's analysis, Liu Xin couldn't help but complain.
Fang Xinsheng laughed and said: "Although the market is currently quite divergent, the market hot spots and money-making effects are still continuing well. Mr. Liu does not need to be pessimistic. As long as the market hot spots and money-making effects continue, there will be jealousy outside the market." Sooner or later, investors from all walks of life will not be able to bear the temptation and rush in with cash.”
“And when the market’s incremental funds become available, they gradually change from quantitative to qualitative.”
"Even if there are differences in market conditions between Shenzhen and Shanghai, it will only be a matter of time before the market breaks through."
"not to mention……"
Fang Xinsheng paused for a while, pondered for a moment, and continued: "There is already a huge amount of main funds in the market, and they are trying their best to guide the market to concentrate in the direction of the Shanghai stock market."
"The huge main capital that Mr. Fang mentioned is the 'Yu Hang System'?" Mou Zhengxing asked hurriedly after reacting.
Fang Xinsheng thought for a moment and did not answer directly. He said: "At present, it is not very certain, but the recent operations of the 'Yu Hang Group' funds are indeed worth studying and scrutinizing. Of course... judging from today's market Judging from the collective bidding trend and yesterday's Dragon and Tiger List data, there is also a huge main force that is trying its best to guide the market to focus on the direction of "conceptual growth stocks" in the Shenzhen stock market. "