Chapter 523: Struggle for Market Dominance (XII)!

The news and emotions brewed during the midday trading break.

When the two markets started to beat again, the main sectors of the ‘concept growth stocks’ such as ‘Apple industry chain’, ‘film and television media’, and ‘Internet software’, which had obvious inflows of major funds and extremely intense speculation in the morning market, all experienced sudden changes in the sector index trends and the trends of related core stocks. The main selling funds on the market increased exponentially compared with the morning market.

Among them, in the morning, near the midday closing, several stocks such as LeTV, Huayi Brothers, and Crystal Optoelectronics, which were strongly sealed at the daily limit, were almost smashed in an instant. More than 100,000 orders on the daily limit were swallowed up by the active selling orders on the market in an instant, causing several stocks to explode.

Immediately after 1:01, the relevant industry sector indexes, concept sector indexes, and many concept stocks in the entire ‘concept growth stocks’ field all ushered in a straight-line diving trend.

At the same time, in the direction of ‘big infrastructure’ on the main board.

Strong popular concept stocks, such as Shanghai Construction Engineering, Pudong Construction, Tianshan Cement, Bayi Steel, China Metallurgical, China Communications Construction, China Railway Construction, Gemdale Group, etc., have all risen sharply. Among them, Shanghai Construction Engineering and Pudong Construction have risen straight up, and the volume has exploded to the limit.

Similarly, thanks to the instantaneous movement of these popular concept stocks.

The entire "big infrastructure" main line field of a series of industry sectors and concept sectors, such as building decoration, building materials, steel, real estate, machinery and equipment, state-owned enterprises and central enterprises reform and reorganization, Shanghai Free Trade Zone, commercial real estate development, etc., have also risen rapidly, and led to a rapid rebound in the Shanghai Stock Exchange Index.

Of course, it is not just the main line of "big infrastructure" that has received the attention of a group of active main funds in the market in an instant.

At this moment, the hot main lines that were linked to the main line of "big infrastructure" in the early stage, such as "military industry" and "Internet finance", which can be clearly defined as the main line areas where the "Yuhang system" funds focus on building and holding positions, also rioted rapidly and climbed upward in large volume.

Among them, the abnormal movement of the "Internet finance" sector was particularly fierce.

In just one minute, the increase in its concept sector index broke through the 2% mark, replacing the increase in the "film and television media" concept sector index, and squeezed into the top two positions in the concept sector increase list of the two cities.

Subsequently, due to the rapid abnormal movement of the market, at 1:02, the Shanghai Composite Index rose again and stood at 2305 points.

At 1:03, the increase in the core industry sector indexes of the two major "infrastructure" fields of building decoration and building materials broke through the 1% mark, and at the same time, Shanghai Construction and Pudong Construction hit the daily limit.

At 1:04, Shanghai Construction Engineering and Pudong Construction both hit the daily limit, becoming the second and third stocks to hit the daily limit in the field of "big infrastructure" after "Beijiang Jiaojian".

At 1:05, Huaguo Zhongye's intraday increase exceeded 2%, and its trading volume increased by 110 million in the 5 minutes of afternoon trading, which can be said to be an extremely large increase in volume.

At 1:06, affected by the daily limit of Shanghai Construction Engineering and Pudong Construction, a number of component stocks in the concept of "Shanghai Free Trade Zone" rose rapidly, among which the leading stocks of the previous concept speculation, such as Beixin Road Bridge, Shibei Hi-Tech, Pudong Jinqiao, Lujiazui, Shanghai-Hong Kong Group, and Waigaoqiao, all had abnormal movements.

At 1:07, the main capital flow of the core industry sector of "building decoration" in the field of "infrastructure" began to change from a net outflow to a net inflow.

At 1:08, the intraday volume of Shouchuang Shares and Kumho Group in the "commercial real estate development" concept sector exploded, and the stock price rose rapidly.

At 1:09, the overall main capital flow within the "real estate" sector also began to reverse.

At 1:10, LeTV and Huayi Brothers, which had exploded, were unable to recover, and the stock price fell back to around 7%. In addition, LeTV's intraday trading volume has exploded to 790 million, setting a record for the highest intraday trading volume this year. At the same time, several other leading stocks in the "film and television media" sector set a record since the release of the positive news of this sector. The three stocks of Huace Film and Television, Wentou Holdings, and Ciwen Media, which have been on the daily limit for three consecutive days, also began to loosen rapidly, and the orders on their daily limit boards dropped sharply, while the main selling orders increased.

At 1:11, the core concept stock of Netspeed Technology in the main field of "mobile Internet" fell back to below 5%, and the intraday gains of the two major industry sector indexes of "Internet software" and "Internet application" also fell back to about 1%.

At 1:12, "Cultural Investment Holdings" exploded, and the gains of the "Film and Television Media" industry sector index and its related concept sector index continued to fall straight, and the gains were reduced to less than 1%, and they withdrew from the top five positions in the industry sectors and concept sectors of the two cities.

At 1:13, the gains of Guangguang Media fell back to about 3%, and Ciwen Media exploded. So far... The "Film and Television Media" sector, which has been strong for three consecutive days, has only one concept stock, "Huace Film and Television", which has maintained a three-board trend under the extreme market sentiment changes.

At 1:14, the main capital flow in the entire "Film and Television Media" field gradually changed from a large net inflow in the morning to a net outflow, and the signs of capital selling in the field were particularly obvious.

At 1:15, stocks related to the "Apple industry chain" were also affected by a large amount of selling.

At 1:16, near midday in the morning, the core stock of Apple's industrial chain, Crystal Optoelectronics, which was capped, suddenly fell.

At 1:17, the intraday gains of the ChiNext Index and the SME Index narrowed to 1%, among which the gap between the Shenzhen Index and the Shanghai Index narrowed rapidly to within 0.2%.

At 1:18, China Metallurgical Group once again pulled up with volume, and the increase jumped over 5%.

At 1:19, Tianshan Cement hit the daily limit. In the entire "big infrastructure" field, there are 4 stocks with daily limit that have naturally changed hands.

At 1:20, the "Internet Finance" sector rose by more than 2.5%, almost the same as the "Apple Concept" sector, among which the "Hengsheng Electronics" check hit the daily limit.

At 1:21, the "Hengsheng Electronics" check closed the daily limit after the daily turnover exceeded 400 million and the turnover rate reached more than 10%.

At 1:22, following ‘Hengsheng Electronics’, Jinzheng shares pulled the board, and Huake Jincai’s intraday increase expanded to 7%.

At 1:23, while the intraday increase of the ‘Film and Television Media’ sector was rapidly narrowing, ‘Oriental Fortune’, which belongs to the same sector, rose against the trend.

At 1:24, the intraday increase of ‘Oriental Fortune’ reached 3%, and it climbed from the bottom of the sector’s internal field in the morning to the top of the sector’s internal increase list.

At 1:25, a number of popular concept stocks in the entire ‘concept growth stock’ main line field almost fully recovered all the abnormal gains near the midday closing in the morning. At the same time, the entire active capital volume and investment sentiment reaction of the market once again clearly shifted towards the main board’s ‘big infrastructure’ direction.

At 1:26, the Shanghai Composite Index once again rushed to 2310 points during the day, and the increase expanded to 0.5%.

At 1:27, the intraday increase of the Shanghai Composite Index caught up with the Shenzhen Composite Index. The situation of ‘Shanghai is weak and Shenzhen is strong’ that appeared in the morning was completely reversed at this moment.

At 1:28, the index increase of the two major industry sectors of building decoration and building materials in the main field of "big infrastructure" squeezed into the top five of the industry sector increase list of the two cities, showing signs of the return of the previous main line market.

At 1:29, Hongdu Aviation hit the daily limit, and the main funds in the main field of "national defense and military industry" quickly grabbed the stocks and followed the warehouse.

At 1:30, the market trend began to turn to the previous popular main field. Even the line of "Apple industrial chain" gradually formed a trend of rising and falling. The enthusiasm of various active funds to follow the trend has cooled down, and it is obviously no longer as strong as in the morning.

Of course, compared with the serious differentiation of the trend, the main field sectors of "film and television media", "Internet software", "Internet applications" and other "concept growth stocks" such as "film and television media", "Internet software", "Internet applications" and other "concept growth stocks" have become increasingly heavy.

The line of "Apple industrial chain" is still considered strong.

Facing the market trend in the afternoon half an hour, and after Su Yu interfered with his speech, the market trend suddenly turned rapidly.

At this moment, inside the ‘Pingyin Asset Management Center’, in the core main fund trading room.

Fund manager Chen Shen saw that after investing more than 1 billion yuan, he not only failed to pull up the market and successfully guide the market investment sentiment to the main line of ‘concept growth stocks’ in the Shenzhen Stock Exchange, but also made the market trend worse and worse, and more and more out of the initial expectations. He couldn’t help but curse: “Fuck, the ‘Yuhang system’ surnamed Su really has no face at all. He personally went out to publicly deceive the market investor group and deliberately guided the market to develop in the direction of his heavily invested areas. It’s simply…”

“Mr. Chen, what should we do now?” Trading team leader Gao Yixiang asked anxiously.

When he made a radical increase in positions before, he strongly opposed it, thinking that the current opportunity was not on their side, but… he didn’t persuade Chen Shen to change his strategy. Now the market development is completely out of their expectations. Although he doesn’t have to bear the consequences, he is still very anxious when he sees the fund’s backend net value data retreating all the way.

After all, although the responsibility is not his, everyone is in a group, and they all prosper and suffer together.

When Gao Yixiang asked urgently, Wang Jinglun, who was also the head of the trading team, turned pale at this moment, staring at the trading board of the two cities without blinking, and dared not speak.

Chen Shen heard Gao Yixiang's words, tilted his head and glanced at the two people, and didn't know how to answer.

At this moment, the market trend has been fully transferred to the main board's "big infrastructure" direction, as well as the previous hot main line areas, and the main main line areas of their main trays, many core concept stocks, the market chips have been completely loosened, if they still choose a hard tray at this moment...

Even if they can use the advantage of funds to support the market of one or two core concept stocks, they can't stop the selling of many other related concept stocks.

In other words, the market trend is already like this.

Even if they have a huge amount of funds, they can't stop the change of market trends and become the counterparty of all the selling funds.

"I'll make a call first." After a moment of silence, Chen Shen responded quickly.

Their fund's heavy holdings are already on the Shenzhen Stock Exchange's 'concept growth stocks' line. At this moment, it is completely impossible to change the direction of holdings on a large scale and abandon the original investment and trading strategies. In the face of such a change in the market, they can't do nothing.

After all, if they do nothing and let the market change like this.

Then their holdings on the 'concept growth stocks' line can only follow the selling funds in the market and cut their losses.

But he made his own decision before and made a mistake in his trading strategy.

Now, he really didn't dare to make his own decision anymore and bear all the consequences of the transaction... on himself.

Therefore, he urgently needs to contact Liu Ziliang, the general manager who has made a plan to fully increase positions and go long on the main line of 'conceptual growth stocks', and who has dominated the market of 'conceptual growth stocks'. He has to ask the other party to share the corresponding responsibility for him. Trading risks and strategies determine responsibility.

After Chen Shen finished speaking, he immediately turned around and dialed Liu Ziliang's personal phone number.

Then, in less than 10 seconds, the call was connected.

"Mr. Liu, have you noticed the changes in the market?" Chen Shen knew that every second of time at this moment is precious, so he did not hesitate and asked directly, "The direction of market sentiment is in the field of 'big infrastructure' in an all-round way." , as well as the deviation of the popular main lines in the early stage, and the trends in the popular sectors of 'Apple Industry Chain' and 'Film and Television Media' have also begun to diverge rapidly. The entire main line of 'concept growth stocks' has a strong selling volume. The market's active funds are also rapidly declining in this field. We...hope that Mr. Liu can give us some instructions on what we should do at this moment."

Liu Ziliang easily heard the anxiety in Chen Shen's words, and responded calmly: "I have already talked it through to President Gao of E Fund, President Shan of Huarui Public Fund, and Ning from the Investment Strategy Department of Huaxin Securities." In general, Mr. Gu from the proprietary investment department of Huaxin Securities has also stated that he is firmly optimistic about the emerging industry-related fields in the market and expressed his intention to increase his position in the main areas of "growth stocks" such as 'mobile Internet' and 'smartphone industry chain'. Therefore...the expectations and logic of the main line of 'conceptual growth stocks', and even the entire financial situation, have essentially not changed."

“On the contrary, in the main board direction, the so-called ‘big infrastructure’ main line, as well as in areas such as ‘Internet finance’ and ‘military industry’, there are still certain flaws in the investment logic.”

"at the same time……"

Liu Ziliang paused for a moment, and then continued: "Since the 'Yu Hang Group' surnamed Su publicly speaks in the market to guide emotional trends, it means that their funds have been basically exhausted. After all, according to this person's previous operating logic and trading style , His usual technique is to use the trading seat of 'Wealth Road' to express his own opinions on the Dragon and Tiger List. "

"Now that I'm off the field in person, it's obviously a sign of being at the end of my rope."

"So, Chen Shen, don't hesitate or be afraid, continue to attack decisively, continue to add positions according to the original plan, expand the sustained profit-making effect in the direction of 'conceptual growth stocks', build momentum and popularity, the only way... Only in this way can we maximize market popularity and follow-up funds.”

"No matter how great the market influence of the 'Yu Hang Series'..."

"With the continued money-making effect and the trend of 'conceptual growth stocks' refusing to adjust and getting stronger, investor groups both on and off the market will follow suit sooner or later."

"Now that the 'Yu Hang Group', the main force of funds, has been fully displayed, what we want now is to compete for active capital liquidity in the market. However, the active capital flow in the market has never had a clear direction. Where is there a strong trend?" Wherever there is a money-making effect, they will flow in.”

"What's more, if we are optimistic about the line of 'conceptual growth stocks' and plan to build positions in this field, the potential incremental funds will have a great advantage compared to the traditional weighted stocks in the direction of the main board."

"Continue to increase positions and pallets to attract people to follow the trend?" Chen Shen was shocked and had to admire Liu Ziliang's courage.

Seeing that Chen Shen still had doubts, Liu Ziliang said quickly and forcefully: "Yes, continue to increase positions and pallets to attract followers, especially LeTV, Huayi Brothers, and Wangsu Technology. The three previous 'Fortune Road' companies have fully stopped profits and reduced positions." No matter how strong the selling pressure is today, all the stocks have to have their daily limits sealed. Only these three stocks abandoned by the 'Fortune Road' have produced a strong profit-making effect and condensed a strong popularity effect. We lead' Only through this line of concept growth stocks can we be saved and the market trend return to within our expectations.”