Chapter 528: The Battle for Market Dominance (Seventeen)!

"How many chips have we reduced in total today, and how much money have we withdrawn?" Su Yu asked after a pause.

Li Meng responded: "The total positions of several major funds have been reduced to about 90%. Among them, a total net reduction of chips today was 540 million. The funds' available liquidity has returned to above the 2.5 billion mark."

"As for the shareholding structure..."

Li Meng paused and continued: "Our positions in the core weight stocks of the main line of 'big infrastructure' have decreased. Similarly, the proportion of positions in the 'film and television media' field has also dropped rapidly, and our positions in the The proportion of positions held by popular stocks in the concept of "big infrastructure", small and medium caps, and the field of "Internet finance" is still on the rise. The proportion of positions held in the field of "military industry" remains constant at present. The positions of individual stocks in this area have been in recent trading days. , we basically didn’t make much move after buying it.”

"Okay!" Su Yu nodded in Li Meng's reporting room.

"Master, the check 'Hengsheng Electronics' is on the dragon and tiger list in today's market. It's very noteworthy." While Su Yu and Li Meng were talking, Liu Yuan, who had carefully reviewed the market, suddenly said, "This check is on the dragon and tiger list." The buying and selling seats are very balanced, and the trading seat that focuses on this check today is actually the trading seat of 'Yuhang Four Seasons Road'. I remember that I also bought this stock in this trading seat before, but there was no trace of subsequent sales. This This shows that the capital is most likely not a new purchase, but an increase in purchase. "

"This check is indeed noteworthy." Su Yu nodded slightly.

"I just can't understand the logic of this check." Li Meng continued, "With so many votes in the 'Internet Finance' field, I didn't expect that this check would become the leader of this concept. Compared with the performance expectations of the mid-term report , growth space, circulation volume and other factors, the checks of Huake Financial, Jinzheng Shares, Changliang Technology, and Yinjie Technology with the same business type are obviously more in line with the hype factors. "

"The 'Yuhang Four Seasons Road' attack on this check should not be focused on the 'Internet Finance' concept attribute of this check, right?" Zhao Lijun thought for a while and then added, "But there are no other hype factors on the market at the moment. There is no sign of linkage between other directions and this stock.”

"Could it be a potentially huge benefit?" Wang Can guessed.

Zhang Guobing thought for a while, shook his head, and responded: "It shouldn't be driven by the good news. After all, the good news is driven by suddenness, and the trend of the stock price of the related stocks is directly driven by the good news. , the trend will not be such a slow increase in volume, continuous upward attack, and a step-by-step increase in volume and daily limit, but will form a shrinking upward trend with a rapid increase and a straight-line sealing. "

"If it's not driven by the potential benefits of the news, then what is the motive of 'Zhang Zhang', who is focusing on this check today, to continue to increase his position in this stock?" Wang Can was confused, "Is it just that he is simply optimistic about this stock? stock, or do you think this stock’s interim results are very good and will far exceed market expectations?”

Zhu Tianyang was silent for a while, and then he responded: "I have carefully studied the main business structure and historical performance of these stocks such as 'Hengsheng Electronics, Huake Jincai, Jinzheng Shares, Yinjie Technology, Changliang Technology', etc., and also There's a whole 'financial software' industry developing, and performance confirmation models."

"I found that this sub-industry has a relatively obvious characteristic."

"That is, their revenue performance is mostly confirmed in the fourth quarter. In fact, the other quarters do not reflect the full-year performance, revenue and profits."

"Although this current segment of the industry is benefiting from the fact that traditional financial institutions are developing handheld clients."

"The new business orders of these related business software development companies are also in the process of a short-term explosion, but what is the real performance response? In fact, the market expectations are still relatively hazy, and the entire market is not optimistic about this. The expectations in the field are not that popular.”

“In terms of relative expectations, investment expectations in this field are far lower than those in the ‘smartphone industry chain’ field and other ‘mobile Internet’ conceptual fields.”

“So, if we just speculate based on the logical expectations of the ‘Internet Finance’ line.”

"The market trend of the 'Hengsheng Electronics' check should not be so strong, because in this direction, the current market does not have much room for expected differences."

"Of course, it is even less possible to speculate on the logic line, which will be the performance expectations of the mid-term report."

When Su Yu heard Zhu Tianyang's analysis, he nodded slightly, appreciating it, and then turned to ask: "Tian Yang, why do you think this stock has been favored by Zhang, the leader of the 'Four Seasons Road', and why is it actually happening today?" When the performance of the entire popular main line was not good in the early stage, it bucked the trend and directly led to the strength of the entire 'Internet Finance' concept sector. What do you think is the important logic that supports the continued strength of this check?"

Zhu Tianyang's face was full of confidence and he responded with a smile: "I think it should be the underlying hype logic derived from the equity structure of this check."

"In terms of equity structure?" Wang Can was stunned.

"You mean...Ali Baba?" Li Meng reacted instantly.

After the equity changes of Hengsheng Electronics in the past two years, the controlling shareholder behind it has now become Ali Baba. It can be said that this check is the purest 'Alibaba' stock among the two cities, and indeed It is a pure 'Alibaba concept' stock.

"Yeah!" Zhu Tianyang nodded, "Only this explanation and logic make sense, and I heard that Ali Baba Group has passed the listing inquiry stage in the US stock market. It should be next month at the latest, or 8 or 9 In the next month, it will be officially launched on the US stock market Nasdaq.”

"The financial trading market where Leader Zhang of Four Seasons Road was mainly active was the Hong Kong stock market."

"On the news side..."

"I estimate that Leader Zhang must have received some accurate information, so he continued to build a large position in the stock of 'Hengsheng Electronics'."

"Mr. Su..."

At this point, Zhu Tianyang turned around, stared at Su Yu seriously, and continued: "With the re-listing of the domestic Internet giant Ali Baba, the corresponding concept stocks will definitely be pushed to the forefront. This can be regarded as the current market On, a relatively certain direction of concept hype.”

"Moreover, the core concept stock happens to be the check of 'Hengsheng Electronics'."

"I think we can actually take advantage of the hype concept of 'Ali Baba' in the market, before it has been explored and recognized by the market, and intervene first, and use this as a starting point to cooperate with the influence of leader Zhang's seat. Pull the line of 'Internet Finance' and expand the market conditions step by step to the direction of the early popular main areas dominated by our fund."

"After all, in the hearts of the majority of investors in the current market."

"The line of 'Internet finance' is closely linked to the two lines of 'large infrastructure' and 'military industry'."

"At the same time, looking at the market data of the last two days and the overall market trend, it seems that the main institutional groups that focus on 'small and medium-cap concept growth stocks' also deliberately avoid the main concept of 'Internet finance'. I I think it's probably because we built a large-scale position in this direction early. They felt that we were leading in this direction, so they were unwilling to get involved, so they collectively chose the 'smartphone industry chain' and 'Internet software'. The three fields of 'film and television media' serve as the main breakthrough directions."

"In short, we can make full use of the 'Hengsheng Electronics' check and the entire 'Ali Baba' concept at this moment."

"And today's market dragon and tiger ranking data..."

"The most valuable stock on the list, I think, is definitely the check of 'Hengsheng Electronics'."

"Good attention!" After listening to Zhu Tianyang's analysis, Zhang Guobing's eyes suddenly lit up and he said quite excitedly, "Mr. Su, in the current market, the majority of investors have realized the huge differences between the Shanghai and Shenzhen stock markets. , and according to the market trend, many major institutional groups are indeed deliberately avoiding the main line areas where our 'Yu Hang Group' has heavy positions, and finding new ways to make breakthroughs in other directions. "

"As for the direction of 'big infrastructure', the current adjustment has not ended, and upward expectations are not enough."

"If we want to maintain the popularity of our fund's leading market direction, it is more realistic at present that we really have to start from the line of 'Internet finance'."

“And if we want to continue leveraging the ‘Internet Finance’ line.”

"It is undoubtedly very appropriate to use 'Hengsheng Electronics' as the starting point to launch the 'Ali Baba Concept', a hype branch that no one is prepared for, and continue to stimulate market speculation."

"The current market has formed a hype expectation that the market prices in the main areas of our entire 'Yuhang System' key layout will be linked to each other. As long as we successfully pull out the 'Ali Baba Concept' as a hype branch and successfully stimulate market speculation, then We can use this as a fulcrum to spread sentiment back to the main market sectors such as 'Internet Finance', 'Military Industry', and 'Big Infrastructure' that are led by us and have certain linkage effects in the minds of investors."

"Moreover, more importantly, there are not many core stocks of 'Ali Baba Concept' in the entire market. We do not need too much capital to launch this speculation branch."

"Yeah!" Li Meng also responded at this time, "Use a small amount of funds to explore a new concept and find a market point, and ultimately enable investors to form a huge market for the main line of our 'Yuhang System' layout field. Expectation, this idea...is indeed a good one.”

In general, after their continuous inducement.

The reason why the vast investor groups in the market still do not have consistent and strong expectations in a series of main lines they dominate is because everyone has insufficient expectations and confidence in the market conditions in the main areas they dominate. At the same time, the several main lines they dominate have In recent days, it has not shown a sustained money-making effect.

And what if in the next few days, the concept sector they explore and dominate breaks out of this money-making effect and expectation?

Then they can use this as a fulcrum to leverage the entire hype and spread it to the entire main line field dominated by the 'Yu Hang Series'. And by that time... naturally, the market's real breakthrough time will have arrived.

After understanding this, everyone in the trading room more or less agreed with this logic.

After everyone expressed their own review opinions, Su Yu smiled, looked around at everyone again, and said: "Since everyone agrees, let's follow what Tian Yang said and try the hype branch line of 'Alibaba Concept'. If it can drive market hype sentiment and confidence and continue to converge on the early main line areas dominated by us, such as 'Internet Finance', 'Military Industry', and 'Big Infrastructure', then it will naturally be good, but even if it fails, in the case of small investment, the impact on the net value of our fund will not be a big problem."

After that, Su Yu began to let everyone study the 'Alibaba' concept stocks similar to 'Hengsheng Electronics'.

At almost the same time.

Yuhang, in a private villa.

As the owner of the trading seat of 'Yuhang Siji Road', Zhang Jianping took a sip of tea, glanced at the freshly released data of the Dragon and Tiger List of the two cities, and laughed: "Old Liu, which institution in the industry is the one that is desperately pushing up the stocks of LeTV, Huayi Brothers, and Crystal Optoelectronics today, and is openly trading against the funds of the 'Yuhang system'? This move... is really a bit scary."

"Why ask me?" The middle-aged man sitting next to Zhang Jianping, who he called 'Old Liu', smiled and said, "Don't you already have an idea in your mind?"

Zhang Jianping put down the teacup in his hand and said: "I'm not very sure, I just think that these two 'gods' are fighting, It is not necessarily a good thing for the overall market trend, but the funds of the 'Yuhang system' are still increasing their positions today, and they have obviously noticed the 'Hengsheng Electronics' check that we have laid out. I am still quite surprised. Mr. Su of the 'Yuhang system' is indeed something! "

"It is definitely not a fluke that they can get to this point today." Lao Liu laughed, "Moreover, you pulled the 'Hengsheng Electronics' check today, isn't it just to let the other party notice it, to dig out the logic behind this check, so as to help you participate in the chips? "

"Although so, the other party's market sense is still too shocking." Zhang Jianping responded.

"This is the top market operator!" Lao Liu sighed, and then said, "Tomorrow's market should be very exciting. After the offline investment strategy meeting in the Magic City, this group of institutional groups collectively focused on the 'smartphone industry chain', 'Internet software', and 'film and television media' as breakthroughs. I am afraid they will miscalculate. "