Chapter 517: The Battle for Market Dominance (VI)!
"Well, I also feel that there is such a fund that is guiding the market to concentrate on the Shenzhen Stock Exchange's 'concept growth stocks'." Mou Zhengxing nodded and agreed deeply, "The related institution that appeared on the Dragon and Tiger List yesterday, and the last two or three minutes of today's call auction, LeTV, Netspeed Technology, Huayi Brothers, Inspur Information, Huaguo Software, 2345... The large number of main buying orders that suddenly surged on the market of these stocks all have obvious signs of pallet."
"Haha, then this is really a 'fight between gods'?" Liu Xin suddenly smiled and said.
"That's true." Fang Xinsheng responded, "But it's also because after the market's heavy positive news on the 'film and television media' line broke out, the hype sentiment in the direction of the entire Shenzhen Stock Exchange's 'concept growth stocks' has been leveraged. The market's broad investor group has already had differences on the hot spots of the market. This stock of the main force that has rapidly increased its position and supported the Shenzhen Stock Exchange's 'concept growth stocks' direction can be said to be in line with the trend and guided in time."
"Then... do we need to change our trading strategy in time?" Mou Zhengxing asked after hearing Fang Xinsheng's words.
Fang Xinsheng thought for a moment and responded, "No need. Although the overall hot spot direction of the current market is still biased towards the Shenzhen Stock Exchange's 'concept growth stocks', the specific hot spots in this direction rotate very quickly, and it is not easy to get the rhythm right. It is difficult to participate. At the same time... With such a fast rotation of hot spots, we don't know when the main market trend will turn back to the Shanghai Stock Exchange's 'big infrastructure' direction."
"So..."
Fang Xinsheng looked firm, paused, and continued with a smile: "It's better for us to maintain the current position structure and use static braking."
"Okay!" Mou Zhengxing nodded and stopped talking.
And with the discussion of several people in the trading room, the market trading time has reached 9:30 at this time.
After a short five-minute emotional brewing during the market suspension time, as soon as the market opened, the buying and selling orders clashed fiercely, and the market volume expanded instantly. Under the influence of the huge buying and selling orders that expanded instantly, a number of popular stocks either climbed or fell rapidly.
In just five minutes, the overall market situation has undergone tremendous changes.
The Shanghai Composite Index quickly fell from 2307.54 points at the opening to around 2302 points.
On the main line of "big infrastructure", the core concept stocks of the medium and large market were once again suppressed by a large number of active selling orders, causing the related industry sector indexes to fall.
On the main line of "military industry", the stocks of "aerospace" and "aerospace" in the field were also suppressed by selling orders, but the relatively low-priced small-cap concept stocks in the corresponding concept sectors such as "military-civilian integration", "domestic large aircraft", and "Beidou navigation" showed a certain strength and rose rapidly.
On the main line of "Internet Finance", thanks to the rapid rise of "Hengsheng Electronics" and the signs of fierce large orders sweeping the market, stocks with similar businesses, such as Changliang Technology, Yinjie Technology, Jinzheng Shares, Huake Jincai... and other stocks were quickly driven up, which also caused the "Internet Finance" concept sector index to directly jump to the top of the concept sector growth list of the two markets at the beginning of the market.
As for the main line areas of "Film and Television Media", "Internet Applications", and "Internet Software".
On the main line of "Film and Television Media", with the market divergence turning back to consensus in the call auction, LeTV and Huayi Brothers turned red and rose strongly, and a number of "Film and Television" related concept stocks also quickly attacked, resulting in the relevant industry sectors and concept sectors of this main line area, which are still the most rapidly pursued main line areas by various active funds in the market, and its related industry sectors and concept sector indexes still occupy the top positions of the two markets' daily limit.
The two main lines of "Internet applications" and "Internet software" were relatively weak compared to the "film and television media" line in the first five minutes of the trading session. Many related concept stocks had huge differences in their performance. Even the core stocks such as Inspur Information, Huaguo Software, Ren Zixing, 2345, Netspeed Technology, etc., also showed a situation of high volume and stagnation.
Of course, among the performance of the main lines...
The "Apple industry chain" field, which has attracted the attention of investors in the entire market and has the highest popularity and heat, has basically emerged with extremely strong market trends, forming a trend of continuous high opening and high closing. Among them, "Anjie Technology, Changying Precision, Goertek, O-Film Technology, and Lixun Precision" stocks have been rapidly increased and scrambled by various major funds.
Especially Changying Precision and Lixun Precision.
In just five minutes, the two stocks have absorbed more than 10 million net inflows of major funds, and the stock price has risen by more than 5%.
At the same time, it was also due to the comprehensive outbreak of many core stocks in the ‘Apple industry chain’.
The market trend instantly spread from the ‘Apple industry chain’ branch speculation line to the entire ‘smartphone industry chain’ direction, causing the ‘smartphone industry chain’ stocks in the entire market to have different degrees of main funds rushing to buy and stock prices rising.
Moreover, due to the active funds from all walks of life, the inflow into this field accelerated.
As the market spreads from the ‘Apple industry chain’ to the entire ‘smartphone industry chain’ main line.
The Shenzhen Index, ChiNext Index, and SME Index, which mainly occupy the concept stocks of the ‘smartphone industry chain’, also rose rapidly, once again widening the gap with the Shanghai Index.
“It’s still the pattern of ‘Shanghai is weak and Shenzhen is strong’!”
At 9:36, the Shanghai Index was once again widened by the Shenzhen Index, ChiNext Index, and SME Index. At the same time, the active funds gathered in the main board’s mid- and large-cap stocks, and their main funds, are still continuing to flow out from the main line sectors of ‘traditional finance’, ‘consumption’, and ‘medicine’, as well as the main line of ‘large infrastructure’, which is still relatively popular and concerned. The vast number of retail investors gathered in the discussion area of the trading platform, especially those who still firmly hold the mid- and large-cap performance stocks in the main board, could not help but sigh.
"From the initial trend, it is obvious that the hot spots are still dominated by small and medium-sized stocks."
"The trend is indeed on small and medium-sized stocks, but the entire field of small and medium-sized 'concept growth stocks' is also quite polarized!"
"Yes, the two major concept lines of 'Internet software' and 'Internet applications' that performed well yesterday are a bit weak today. This shows that although the hot spots are on small and medium-sized stocks, the main funds and the direction of attack are obviously not unified. The continuity of the hot lines in these so-called 'concept growth stocks' is indeed questionable."
"The entire field of small and medium-sized stocks seems to be hot, but in fact, except for the line of 'film and television media', the others have not shown any market continuity."
"Do you feel that the hot spots are rotating too fast? ”
“Indeed, yesterday it was ‘Internet software’ and ‘Internet applications’, today it is ‘Apple industry chain’ and ‘Internet finance’, I don’t know what tomorrow will be, and I don’t know if the stocks related to the ‘Apple industry chain’ will be buried tomorrow?” ”
“Alas, it seems hot, but in fact, there are still many crises on the market!” ”
“That’s for sure. I feel that the continuity of the market of the entire SME board’s ‘concept growth stocks’ is not as strong as the market of the ‘big infrastructure’ in the early stage!” ”
“That can’t be said. The ‘film and television media’ line is still quite powerful.” ”
“I’m afraid that the ‘film and television media’ line will not be able to hold on to the end today? Look at the leading stocks in this line, Huace Film and Television, Ciwen Media, and Wentou Holdings, the entire market is currently The only stocks that have been trading at the daily limit for three consecutive days have signs of instability. I am thinking... if the Shanghai Composite Index falls below 2,300 points again during the trading session, these stocks will probably be smashed once the market hype goes down! "
"It shouldn't be, the Shanghai Composite Index can't stand at 2,300 points today?"
"Hehe...it's hard to say!"
"Ah, I always feel that no direction is stable, so it's better to chase positions with caution."
"In the direction of 'big infrastructure', the adjustment is obviously not over for the time being. On the contrary, the leading stocks in the popular concept of 'big infrastructure' such as 'Beijiang Communications Construction, Shanghai Construction Engineering, Pudong Construction, and Tianshan Cement have a good trend today, which has boosted the sentiment a bit; other 'Internet finance' seem to have signs of the end of the adjustment. Why is 'Hengsheng Electronics' so strong? What's the logic? I feel that this line has some value to participate in. As for 'Film and Television Media'... I dare not chase it anymore. The 'Apple Industry Chain' is locked in a huge amount of stocks, and the continuity of the rebound may be questionable. After thinking about it carefully... the direction in which I can rest assured to place large orders is really not obvious at present. "
"Don't mention it, the 'North Xinjiang Communications Construction' check is really tenacious!"
"Yesterday's check did not close at the lower limit, which means that this check is an extreme wash. I am still very optimistic that this check will rebound to the upper limit today."
"Now the increase of this check is about 6 points, and the turnover is not low. Does anyone dare to chase it? "
"With the support of Mr. Su's 'Fortune Road' seat, what is there to be afraid of? "
"When the market opens, it is the best time to intervene. It is actually a bit risky to chase this position now. ”
“When ‘Beijiang Jiaojian’ hits the daily limit, it’s time to buy. Buying now… is a little too early. Let’s see if it hits the daily limit at 10 o’clock. If it does, this stock will definitely continue to open up space in subsequent market transactions, and it is very likely to follow the trend of ‘Shanghai Steel Union’ last year.”
“It’s really scary to go beyond the trend of ‘Shanghai Steel Union’!”
“Indeed, compared with the trend of ‘Shanghai Steel Union’ last year, there is still several times of room to go up?”
“It’s not impossible. After all, how many bull stocks and monster stocks have been created by Mr. Su’s ‘Wealth Road’ in the past year? And now, the view and expectation that ‘Beijiang Jiaojian’ is the core leader in the entire ‘Big Infrastructure’ main line should be beyond doubt, right?”
“Hehe… I hope ‘Beijiang Jiaojian’ can hit the daily limit today.”
“If the ‘Beijiang Jiaojian’ stock hits the daily limit today, does it mean that the ‘Big Infrastructure’ line is definitely not dead at the moment, and there must be room for subsequent speculation? "
"It cannot be said absolutely, but if the 'Northern Frontier Communications Construction' check closes today, it will definitely show the hype and hype of the 'big infrastructure' line, as well as the continuity of the market, and even the tolerance and fault tolerance of the main funds, which are obviously better than the main lines and stocks of the 'concept growth stocks' dominated by small and medium-sized stocks. "
"But as long as there is an expectation, there will be a market, right? "
"Looking at the good performance of 'big infrastructure' concept stocks such as 'Beijiang Communications Construction, Shanghai Construction Engineering, Pudong Construction, and Tianshan Cement, I have decided... to continue to stick to the 'big infrastructure' field and 'Huaguo Zhongye'. I don't believe that the current market's 'concept growth stocks', which have no continuous money-making effect, can be continued by the main funds of various departments?"
"Haha, it makes sense, keep sticking to it, I believe in President Su!"
Amid the heated discussions of many retail investors, the market trading time is still moving forward rapidly.
At this time, the 'Yuhang system' investment fund, which is the most concerned by various investor groups and main fund groups in the market, is the most concerned by various investor groups and main fund groups in various parties.
After watching the market changes for about 10 minutes, fund manager Su Yu saw that the three core stocks, LeTV, Huayi Brothers, and Netspeed Technology, had concentrated divergences on the market after a large number of active buying orders were consumed, showing obvious signs of volume stagnation. At the same time, the branch line of the "Apple industry chain" also began to weaken the siphon effect on the active funds in the market after a rapid rise, and the opportunity to induce market funds to flow back to the Shanghai Stock Exchange main board appeared again.
So, his eyes changed, and he quickly looked back at Li Meng beside him, and ordered: "Let the traders focus on stimulating a wave of core stocks in the three main lines of 'big infrastructure', 'military industry', and 'Internet today's finance'. At the same time... it's time to close the board for the 'North Xinjiang Communications Construction' check."
"Oh, and..."
Su Yu said here, his eyes turned back to the trading board of the two cities, and fell on the 'Hengsheng Electronics' stock, whose trend today was obviously somewhat beyond his expectations, and continued: "The 'Hengsheng Electronics' check, although we can't see who the funds involved in this stock are for the time being, the current driving effect of this check on the entire 'Internet finance' cannot be underestimated. It has become the core of emotional speculation in the 'Internet finance' sector. When we focus on stimulating these major lines, it is still necessary to assist!"