Chapter 518: The Battle for Market Dominance (Part VII)!
"Okay!" Li Meng responded, and then issued trading instructions to each trading group.
Then, as each trading group quickly executed the relevant trading instructions, the stock prices of the two stocks, 'Beijiang Jiaojian and Hengsheng Electronics', were instantly pushed up by a large amount of concentrated buying funds. Among them, Hengsheng Electronics' market price rose by more than 5%, and Beijiang Jiaojian went straight to the daily limit.
Then, when 'Beijiang Jiaojian' hit the daily limit.
In the entire market, a number of concept leading stocks in the fields of 'big infrastructure', 'military industry', and 'Internet finance', such as Shanghai Construction, Tianshan Cement, Pudong Construction, Hongdu Aviation, Jinzheng Shares, Yinjie Technology, Flush... and other stocks also followed suit and rose, and the buying volume of the main buyers on the market also expanded simultaneously.
Similarly, after these concept leading stocks moved abnormally.
A number of weighted component stocks in the three main lines of 'big infrastructure', 'military industry', and 'Internet finance' also ushered in a wave of concentrated buying volume.
And when these weighted stocks were leveraged by funds...
The market attention to the industry sectors and concept sectors related to the main lines of "big infrastructure", "military industry", and "Internet finance" also rose instantly, and the emotional speculation heat turned warm again. At the same time, the Shanghai Composite Index also began to turn upward again with volume. Within a few minutes, it recovered the 2305 point mark.
"Hey, the hot spot wind direction changed so quickly!"
Seeing that a number of popular leading concept stocks in the main line fields of "big infrastructure", "military industry", and "Internet finance" collectively moved under the trend of "North Xinjiang Communications Construction" rising to the limit, and began to occupy the real-time increase list page of the two cities, some people in the Yuhang main hot money group where Su Yu was located were helpless and sighed.
"The 'Beijiang Transportation Construction' check has indeed rebounded and reached its daily limit."
"As long as the 'Beijiang Transportation Construction' check is not dead, the entire 'big infrastructure' main line will most likely not die. No wonder after the check reached its daily limit, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction... this batch of stocks with the same concept have been so strong in the past few minutes."
"The daily limit of 'Beijiang Transportation Construction' has pulled the market's active funds back to the 'big infrastructure' direction!"
"Indeed, the market's divergent sentiments in the lines of 'film and television media', 'Internet software', and 'Internet applications' are obviously increasing again."
"LeTV, Netspeed Technology, and Huayi Brothers seem to be unable to pull up."
"At least the market's capital force is no longer as strong as it was at the beginning of the market."
"'Beijiang Transportation Construction' Check, it's really wonderful that it hit the daily limit at this time point. This board... should be regarded as the soul board in today's market, right? "
"In terms of driving the market, the board of 'Beijiang Jiaojian' is definitely it."
"Alas, it's just that this check was pulled too fast just now. Once it was on the board, there was no time to place an order to buy, and I didn't grab any chips."
"In fact, it is highly likely that this check will hit the daily limit today."
"No, to be precise, this check has a strong anti-envelope daily limit expectation, and as long as it dares to go on the board, it is likely to be quickly closed, after all, it has the blessing of Mr. Su's 'Fortune Road' seat. "
"Today'Internet Finance' is also very strong!"
"The 'Internet Finance' line was driven by the stock 'Hengsheng Electronics', but I don't quite understand the 'Hengsheng' The market logic of the check "Hengsheng Electronics", this position, this intraday increase... I don't dare to buy it!"
"The check "Hengsheng Electronics"... is it following the semi-annual performance expectations?"
"No, if it is the semi-annual performance expectations, the check "Oriental Fortune" should be stronger, right? And the check "Oriental Fortune" also has the benefit of the fixed increase concept participated by General Manager Su, but... the market trend of the check "Oriental Fortune" is not good today, and it is completely different from "Hengsheng Electronics". "
"Has Zhang Mengzhu intervened in the check "Hengsheng Electronics" before?"
"Yes, he intervened, but this check has not been on the Dragon and Tiger List for many days, and I don't know if Zhang Mengzhu has left?"
"If he hasn't left, this check should have great potential in the subsequent market trend. "
"Hengsheng Is the 'Electronics' stock a stock of the 'Alibaba' series? Is it possible that 'Alibaba' is about to be listed in the United States? "
"Oh my god, it's really possible!"
"If it is the 'Alibaba' concept, then it can be bought. There is no sufficient expectation for this concept in the current market, and there is a strong expectation gap."
"No problem, just do it!"
"Haha, I have already placed an order to buy it. The 'Hengsheng Electronics' stock is definitely promising at the current position."
"I will also buy some chips. It seems that in the entire market, the hype sentiment and market follow-up effect of 'infrastructure', 'military industry', and 'Internet finance' with clearer hype logic lines are stronger! Other hot spots always feel a little lacking. "
"Unfortunately, judging from the market, the overall market volume is still obviously insufficient. "
"There is nothing we can do about it. The market has been falling for more than a month before the Dragon Boat Festival. Now it is less than half a month since the Dragon Boat Festival. The overall market investment sentiment and investment confidence cannot recover so quickly. We can only Wait patiently, but I think...as long as the market's hype expectations and money-making effects are still there, and there are always leading concept stocks that have achieved great heights, there will definitely be a steady stream of incremental funds coming in from the sidelines. By then...wait until The overall investment sentiment and investment confidence in the market are sufficient, and there should be a sustained surge. "
"But at present... we still cannot have too high expectations in terms of operations."
"Indeed, for the check of 'Huace Film and Television', I grabbed some chips the day before yesterday and increased my position on the daily limit yesterday. Looking at it today... the market is probably a little unstable. Everyone, can you get it out?"
"For the 'Film and Television Media' line, although there are still hype expectations and emotional expectations, compared with the previous two days, these two expectations have definitely dropped a lot. In addition, today there are 'Apple Industry Chain' and 'Internet Finance' 'The hot spots of these two lines have diverted some of the most active speculation funds in the market, and distracted the concentrated attention of market investors. I think this line... Even if it can maintain a strong situation in the morning, it will not be possible until the market volume can be restored in the afternoon. When things go wrong, the trend will definitely diverge further. It will be difficult for leading concept stocks like Huace Film and Television, Ciwen Media, and Cultural Investment Holdings to hold on to their daily limits!”
"Although the checks of 'Huace Film and Television, Ciwen Media, and Cultural Investment Holdings' are the conceptual leaders of the entire 'film and television media' sector in terms of height, there has been basically no change of hands in the three consecutive boards since the market broke out. If you don’t open the board and change your hands here, you will only be able to fight until you die in the next wave.”
"Yes, the line of 'film and television media' is divided here, and the hype will be higher in the future."
"In short, regardless of whether the 'Film and Television Media' line will diverge drastically today, at this point in time, none of the concept leaders in this line is a good intervention point. If we really want to say... Today's Apple The trend of the two lines of "industrial chain" and "Internet finance" is obviously better, and the risk of participating in the relay is also obviously lower. "
"Well, that makes sense!"
"But even though the hot trends are shifting towards 'infrastructure', 'military industry' and 'Internet finance', the overall focus of speculation is still on small and medium-cap concept stocks, right?"
"Affected by market volume and energy, the current adjustment of heavyweight stocks has not ended, and no one can support it."
"How do I feel that the reason why heavyweight stocks are weak is because of the relatively large internal differences among the main funds gathered in these stocks?"
"You can say that, but in general, it is still limited by quantity and energy."
"The hot spots in the market are rotating rapidly, but the overall direction is still for small and mid-cap concept stocks. This should be the market trend."
"Hey, there are so many small and medium-cap concept stocks in the entire market, and the hot spots rotate too fast, so it's hard to participate."
"If the capacity is insufficient, the market may not be able to move up."
"The safest thing is to take a short position or wait and see."
"Yes, with such a hot market rotation speed, it is still easy to get slapped in the face if you participate in heavy positions. At least... the two major hot topics of speculation, 'Internet software' and 'Internet applications', which had obvious changes yesterday, are in today's market After the active capital liquidity was siphoned off by the 'Apple industry chain' hype hotspots that had better hype expectations, there were very few funds to follow the trend of these two hotspot main lines, causing these two hotspot main lines to have no continuity today. "
"Let's continue to see. If the 'Film and Television Media' line, after the disagreement and the re-adjustment of the chip structure is completed, can get out of the second wave of the market and continue to further open up the space for speculation, this line can even go out for five years. If there are high-level leaders on the board and the six-board, we can still take a high look at the subsequent market conditions.”
Along with the rapid refresh of messages in the group, there were discussions with different opinions.
The market trading time has quickly slipped to 9:52, and at this moment, 'Hengsheng Electronics', which has attracted the attention of many investors across the market and has been frequently scrambled by a large number of active speculation funds, suddenly Under the attack of tens of thousands of consecutive "tens of millions" large buying orders, the stock price rose straight up. In a few seconds, it jumped from an increase of around 6.5% to the daily limit.
Immediately afterwards, at 9:53, another follow-up purchase order of tens of thousands of lots directly sealed the daily limit.
At 9:54, 'Hengsheng Electronics' completely sealed the daily limit, and the order closure expanded to 110,000 lots. At the same time, 'Jinzheng Shares, Yinjie Technology, and Huake Gold, which are consistent with the main business attributes of 'Hengsheng Electronics' Cai and Changliang Technology's stocks also followed the trend and rose rapidly. Among them, Huake Jincai and Yinjie Technology's intraday gains after a brief rise jumped over the 5% increase mark, and also showed that they went straight to the daily limit. situation.
At 9:55, driven by this group of stocks, the 'Internet Finance' concept sector index also surged, rising by more than 1.5%.
At 9:56, under the sudden advance of the "Internet Finance" sector index, stocks such as "Oriental Fortune and Great Wisdom" that were relatively weak within the sector also slowly moved upward, passively pulling up.
At 9:57, thanks to the daily limit of ‘Beijiang Communications Construction and Hengsheng Electronics’, the active capital flow of the entire market has gathered in the fields of ‘infrastructure’, ‘military industry’, and ‘Internet finance’, and the trend has become more and more obvious. With the rise of the relevant industry sectors and concept sectors in these previous main line fields, the main line fields that performed well yesterday, such as ‘film and television media’, ‘Internet software’, and ‘Internet applications’, and their related industry sectors and concept sectors, have begun to slowly fall back.
At 9:58, the net inflow of main funds in the two major ‘infrastructure’ main line core industry sectors, ‘building decoration’ and ‘building materials’, began to turn from negative to positive, and after the stock of ‘Beijiang Communications Construction’ hit the daily limit, ‘Tianshan Cement’ also hit the daily limit at this moment.
At 10:01, after the market had gone through a fierce trading period of half an hour at the beginning of the session and entered a relatively stable trading period during the session, the Shanghai Composite Index climbed to a new intraday high and stood at the 2310 point mark. At the same time, the gains of a number of industry sectors and concept sectors in the field of "big infrastructure" also climbed one after another, once again squeezing into the two cities' two-city growth list, second only to the "Apple industry chain", "film and television media", and "Internet finance" several major main line concepts.
At 10:05, Hongdu Aviation also reached the daily limit under the push of more than one major fund.
So far, the market hotspots have begun to accelerate the shift to the previous hot main line direction headed by "infrastructure", "Internet finance", and "military industry", while the active funds' attention and the bandwagon effect in the major market main line fields of "film and television media", "Internet software", and "Internet applications" have gradually weakened.
Of course, the line of 'Apple industry chain' and the main line of the entire 'smartphone industry chain' are still strong and remain the unshakable core hotspots in today's market, focusing on the hottest investment attention in the entire market and the strongest fund follow-up effect.
It's just that due to the market hot spot direction, the 'big infrastructure' in the direction of the main board has shifted a lot.
As a result, the increase gap of several major indexes in the market has narrowed again, and the situation of 'Shanghai is weak and Shenzhen is strong' is no longer so clear.
"Hey, Mr. Chen, the market trend has shifted towards the main board's 'big infrastructure' direction again."
At 10:21 am, seeing that the market trend began to obviously deviate from the fund's heavy position and operation expectations, at this moment, in the core main fund trading room of Pingyin Asset Management Center, the trading team leader Gao Yixiang couldn't help but frowned again and hurriedly reported: "Mr. Chen, what should we do now? 'Film and Television Media', 'Internet Software', and 'Internet Applications' are the main hot spots we focus on. Whether it is hype sentiment or capital following the trend, they are all receding rapidly. Even if we invest real money and actively pull the market, there are few other main funds and large orders to follow the market. No... even fewer retail investors follow the market."