Chapter 533: The Battle for Market Dominance (Twenty-Two)!

"I also feel that this line will definitely be very popular today."

"In the direction of 'big infrastructure' on the main board, it is obviously still a little short of the heat. After the concentrated increase in volume, the other major growth stock lines of 'Apple concept', 'mobile Internet', and 'film and television media' continue to rebound sharply. It is also quite difficult. So... as long as there are new hard logic hype hotspots in the market, it will definitely attract active funds from all parties in the market to follow suit and make high-low switching market conditions."

"In the line of 'e-commerce', which stock has the most potential?"

"Since the logic behind it is to hype the concept of 'Alibaba', it is best to have the strongest correlation with Alibaba's business, or the related stocks that will directly benefit from Alibaba's listing have the most hype potential and stock price explosion potential."

"According to According to this logic, there are not many stocks in the two markets. "

"But there are many stocks with the concept of 'e-commerce'. If you count carefully, there are still many stocks that can be speculated."

"Shengyibao, Edifier, Huabao New Energy, Sanjiang Shopping, Xinhuadu, Pegasus International, Small Commodity City, Jinling Xinbai... This large number of stocks have good 'e-commerce' concept attributes, and they are all pure 'e-commerce' concept stocks. In addition, with the promotion of a large number of stocks such as 'Hengsheng Electronics, Jinzheng Shares, Yinjie Technology, Huake Jincai, Changliang Technology...', overall, there is still a lot of room for development. "

"Fuck, Sanjiang Shopping's call auction continues to increase, and it has increased by more than 5 points? "

"This check has a small plate, and the K-line shape is good. It suddenly caught the speculation trend, and it is indeed easy to explode the market. "

"It's mainly this The stock price has risen by 5 points, but the pressure on the market has not increased much. "

"This stock has been adjusted for too long. There should be no free chips in the current chip structure, right? As long as it does not touch the core locked-in chip area where a large number of locked-in chips are gathered, the upward pressure is not great, and it is easy to pull up. "

"Xinhuadu, Pegasus International, Walker, Jinling Xinbai... are all moving!"

"The signs of the main funds following the trend in the line of 'e-commerce' are becoming more and more obvious."

"It is better to act than to be moved. The concept stocks of this line are too closely linked to a large number of stocks in 'Internet finance', so you can follow them."

"Haha... follow up the operation, buy a large order!"

"'Sanjiang Shopping', I'm here, I hope the main funds for the main attack will not pull too fast, Save some soup for later!"

"Oh, my God! This line has gained momentum so quickly that it has squeezed out the 'Apple concept' sector and has taken the top two positions in the concept sectors of the two markets."

"'Hengsheng Electronics' is still bidding upward with explosive volume. Will this check still reach the daily limit today?"

"Strong! Why didn't I notice this line yesterday? Oh... I want to cut my position in LeTV to chase it."

"It has to be said that the market hot spots rotate very quickly. Looking at this situation, it is difficult for the three lines of 'Apple concept', 'film and television media', and 'Internet software' to have a big impact today."

"Looking at the call auction trend of 'LeTV', don't expect these three lines to do anything. It's good enough to maintain the strong shock pattern in the opening call auction. Anyway, these three lines can't be chased today."

"It's stagflation with large volume. Whoever chases it is stupid. ”

Accompanied by the rapid update of news in the main hot money group and the rapid change of people's opinions...

The market trading time has reached 9:23. After the earth-shaking changes in the call auction situation of the two cities, the two major industry sectors of "electronic information" and "retail" have been ranked in the top two positions of the two cities' industry sector growth list. In the initial stage of the call auction, the strong "Internet software", "Internet application" and "film and television media" industry sectors have retreated to the lower position of the two cities' growth list.

Similarly, on the two cities' concept sector growth list.

'Interactive The two major concept sectors of 'Internet finance' and 'e-commerce' are advancing in parallel, becoming the only two concept sectors in the entire market that are going against the trend. The rest of the concept sectors, such as 'domestic software', 'film and entertainment', and 'Apple concept', are gradually decreasing in terms of sentiment and market participation.

In various industry sectors and concept sectors, the corresponding hot core stocks also follow the changes in the industry sector and concept sector indexes to which they belong, and the differentiation trend is more obvious.

"Mr. Su, we have really achieved a more obvious effect by pulling the line of 'e-commerce'! "At the same time, inside Yuhang and Yuhang Investment Company, in the main fund trading room, Wang Can stared at the changes in the two markets, smiled, and put a sum of money from the trading account he controlled into the 'Xinhuadu' market in the form of a main buy order, saying, "It is obvious that a lot of active funds in the market have been attracted by the 'e-commerce' line we have pulled, and correspondingly... the pre-market sentiment was hot, and the 'domestic software', 'Apple concept', 'film and entertainment' concept sector indexes and their related hot concept stocks, which had opened sharply higher, were all falling."

Su Yu listened to Wang Can's report, and stared at the trading tables of the two cities with sharp eyes, and responded: "Continue to invest funds to induce the 'e-commerce' line. We cannot relax. We must make 'domestic software', ' In the areas of Apple Concept' and 'Film and Television Entertainment', these major concept sectors have attracted funds that are not firm in holding positions and have the desire to take profits, as well as short-term active capital groups in the entire market who are already hesitant to follow these lines. to the line of 'e-commerce', and use this line as a breakthrough point to deepen the differentiation trend in the major sectors of 'domestic software', 'Apple concept', and 'film and television entertainment', and ultimately make certain core players in the field The idea that funds want to use these lines as a breakthrough point to promote a consistent change in market expectations in this direction has completely failed.”

Since the time is not yet ripe for the ‘big infrastructure’ line, it cannot be promoted for the time being.

At the same time, the majority of investors in the market are not emotionally strong enough in terms of their expectations for the market conditions of the Shanghai Stock Exchange Main Board.

Then in terms of strategic direction, he can only start from the two lines of 'Internet finance' and 'e-commerce', and first differentiate the internal expectations and corresponding hype logic of the main line of 'conceptual growth stocks' of small and medium-sized caps, so that The lines of 'domestic software', 'Apple concept', and 'film and television entertainment' cannot form consistent expectations and cannot continue to attract incremental market funds and open up market space.

As long as he curbs the direction of some core major institutions that attack their "Yu Hang Group" positions, it will divide the other party's power to drive market sentiment and the majority of follow-up funds to relay speculation.

So, even if the market rotates in the short term, it has not returned to the main line of "big infrastructure" where their funds are heavily invested.

Even though the Shanghai Stock Index has completely stabilized at 2,300 points, there are still many obstacles.

Then they have also taken the initiative in changing market conditions in a disguised manner, and can gradually lead the main line of market conditions back to the main line of "big infrastructure" as the market conditions continue to rotate.

all in all……

As long as the broad investor group in the market is constructed to have a market trend where hot spots rotate rapidly and small and medium-cap concept growth stocks do not have the ability to continuously break through the market trend, then the so-called psychological implications and investment expectations of "Shanghai is weak and Shenzhen is strong" will no longer be true. However, as time goes by, in the field of small and medium-cap concept growth stocks where the main funds have led the most rapidly, such as Apple Concept', 'Domestic Software', and 'Film and Television Entertainment', the market trend has become more and more differentiated, and the profit-making effect has become more and more serious. In an increasingly sluggish situation, funds from all walks of life will naturally move in directions with more money-making effects and speculation potential.

And when that time comes, if we pull the main line of "big infrastructure" and gather emotions and money-making effects, we won't be afraid that no funds will follow, and we won't be afraid that we won't be able to open up room for upwards.

"Okay!" Wang Can and several other trading team leaders in the trading room responded.

Subsequently, each group quickly continued to rely on the available circulating funds in their hands to stimulate the trend of the core concept stocks of the 'e-commerce' sector, attracting more market active funds to follow suit.

And with the deliberate stimulation of funds from the entire ‘Yuhang Department’.

At 9:24, the 'e-commerce' sector index rose by more than 1%. Among them, the stock prices of 'Sanjiang Shopping, Xinhuadu, and Business Bao' have been rising steadily, and have exceeded the 5% increase mark.

At the same moment, the 'Internet Finance' concept sector index broke through to 1.2%, among which 'Hengsheng Electronics' opened higher by 6.1%. A number of stocks such as Jinzheng Shares, Yinjie Technology, Changliang Technology, Huake Financial... etc., all opened one after another. Open higher with gains ranging from 1.5% to 3.5%.

The same is true at this moment.

The investor groups in the two cities that originally opened significantly higher paid attention to the top ten small and medium-cap concept growth stocks, which quickly increased in volume. Among them, LeTV's sell orders increased by 2,000 lots per minute, and the stock price has fallen back to a 2.75% increase. Location.

And 'Huace Film and Television' is the leading stock in the field of 'film and television media' with three straight boards.

At this moment, the market was already falling, the stock price was fixed at an increase of around 6.5%, and the call auction orders on the market had soared to 46,800 lots.

As for a group of stocks such as 'Netspeed Technology, Huaguo Software, Inspur Information...'.

At this moment, it has fallen into a trend of flat opening or slightly lower opening, and it has fully lived up to the strong performance when the call auction of the two cities started at 9:15.

Of course, when the major concept sector indexes of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', which performed strongly yesterday, and their related core concept stocks fell one after another, and active selling increased sharply on the market, the direction of the main board The trends of core industry sectors such as 'Infrastructure', 'Military Industry', 'Traditional Finance', 'Non-ferrous Cycle', and 'Pharmaceutical', as well as their corresponding concept sectors, are not much better.

Finally, at 9:25, the collective bidding in the two cities ended.

I saw that except for the two major concept sectors of ‘Internet Finance’ and ‘E-Commerce’, there was no concept sector or industry sector in the entire market that opened higher by more than 1%.

And compare the call auction situation of the two cities before the opening and before 9:20.

The opening scene at this moment is obviously lower than the expectations of the majority of investors in the market. At the same time, the investment sentiment and funds following the trend reflected in the market trend are completely inconsistent with the previous hot expectations and emotional signs.

According to the final market opening scene...

Of the nearly 2,000 stocks in the two cities, only more than 800 stocks opened higher in the red market. The rest either opened flat or opened slightly lower. The difference in expectations is particularly huge because everyone had extremely high expectations before the market opened. And the expected so-called 'small and medium-cap concept growth stocks' field.

In the field of "small and medium-cap concept growth stocks" in the two cities, the top 20 core concept stocks that are most popular in the market are ranked.

The red plate opens higher, less than half.

Among them, in the entire collective bidding process, except for the three checks of "Hengsheng Electronics, Jinzheng Shares, and Yinjie Technology", which were able to rise steadily and still show a strong state, other stocks were unable to do so, especially " Cultural Investment Holdings, a popular leading stock in the so-called "film and television media" field, unexpectedly saw its stock price plummet by more than 5 points in the last half minute before the call auction ended in the two cities, and opened directly to a low of 3 points. point of decline.

Due to the poor performance of individual stocks and the call auction stage of the entire market, sentiment fell rapidly.

The performance of several major market indexes also clearly fell short of expectations. The Shanghai Index was set at 2288.38 points, down 0.32%, while the Shenzhen Stock Exchange Index and ChiNext Index fell 0.29% and 0.27% respectively.

Faced with this opening situation...

The vast number of investors who were originally very excited before the market opened and believed that today's market conditions were promising, sighed inwardly and were somewhat disappointed.

At this moment, in the Shenzhen Stock Exchange, the ‘Pingyin Asset Management’ trading center, the core main fund trading room.

Chen Shen, the fund manager in charge of fund trading, frowned deeply when he saw this opening situation. Some worries were clearly rising in his heart. He turned to the company's asset management business manager who had returned to the company from Shanghai and was personally in charge of the transaction. Manager Liu Ziliang reported: "Mr. Liu, I feel that the market trend is not good. The mood has ebbed sharply. In the minds of market investors, expectations for market adjustments are getting stronger and stronger."

"besides……"

Chen Shen paused, thought for a while, and spoke carefully before continuing: "The 'e-commerce' line started so suddenly, attracting a lot of investors' attention and active funds on the market. I was thinking ...If this line breaks out, I am afraid it will not be conducive to our continued market guidance on the major lines of 'Apple Concept', 'Film and Television Media', and 'Internet Software', and it will also be detrimental to the implementation of our trading strategies."

"This line..." Liu Ziliang frowned slightly after hearing Chen Shen's words, "Is there any clear benefit in the news?"

Chen Shen shook his head and said, "I haven't heard of it yet, but I can't rule it out."

"Let's execute according to our established trading strategy!" Liu Ziliang thought for a moment and said, "The 'e-commerce' line cannot go far without basic logical support, and the overall market value of this line is not large. It can drive The market is very limited. The funds gathered here from all walks of life are estimated to be hyped up for a while and then go away after a rapid rebound. We don’t need to pay too much attention to this direction. We should still find ways to maintain the main lines of our main positions and use strong shocks. Let’s clean up the floating chips and take advantage of the market’s short-term adjustment to regroup upward forces.”