Chapter 535: Struggle for Market Dominance (Twenty-Four)!

"What do you want to do?" Mr. Liu saw the change in Zhang Jianping's eyes and asked hurriedly.

Zhang Jianping smiled and said: "The two hot sectors of 'Internet finance' and 'e-commerce' are really limited in the amount of funds they can carry. I'm thinking... Since the market situation is changing in this situation, sooner or later it will turn back to ' On the line of 'big infrastructure', it is better for us to choose a core stock on the line of 'big infrastructure', make arrangements in advance, and wait until the market conditions and investment sentiment turn around..."

Before Zhang Jianping could finish speaking, Mr. Liu chuckled and said, "Old Zhang, do you want to copy what you did with CEFC Securities back then?"

"I no longer have the competitive spirit I had back then." Zhang Jianping replied, "It's just that the market has developed like this, and the subsequent market development is highly likely to be within our expectations, plus the 'big infrastructure' The medium and long-term investment logic of this line is really good, and the main funds of the 'Yu Hang Group' intend to induce the market to dominate, so it is a pity not to participate in the market trend! "

"According to your idea, it seems to be a support for the funds of the 'Yuhang Department'." Mr. Liu pondered.

Zhang Jianping smiled and said: "In the trading market, investment logic and market trends are followed. In fact, it doesn't matter who is carrying the sedan chair for whom. As long as the trading direction is the right direction, the investment direction is in the market trend." The direction of development and some flaws in the chip structure are not a problem.”

"That's right!" Mr. Liu nodded slightly and asked, "Then which core stock do you think has greater potential for speculation in the direction of 'big infrastructure', or which stock are you planning to use for layout? Bar?"

Zhang Jianping responded with a smile: "What do you think of the check from 'Huaguo Railway Construction'?"

"A typical large-cap weighted blue chip stock." Mr. Liu said, "I don't see anything special about it, and the circulation market is quite large. I'm afraid it's not easy to speculate."

Zhang Jianping heard Mr. Liu's words and disagreed, and continued with a smile: "Old Liu, your perception is wrong. Although this check seems to have a large circulation, most of the chips are held by state-owned institutions and In the hands of the national team, coupled with the accumulation of internal chips over the years, at this current position, the actual circulating chips of this check are estimated to be not much more than ordinary stocks with a market value of tens of billions. "

“As for performance imagination, concepts, stories, etc. are in the direction of improving future expectations and valuations…”

Zhang Jianping paused and continued: "Thanks to the macro policy guidance of the entire 'urbanization construction' and the related policy benefits of the 'speeding up of high-speed rail construction', it can be said that the business scale of the entire 'big infrastructure' field has even reached such a scale as these large-scale The revenue scale of state-owned enterprises and central enterprises, with the continuous implementation of corresponding policy promotion and government-led investment projects, has great potential for both short-term and medium-term performance. "

"This is originally the fundamental investment logic for the recovery of the entire 'big infrastructure' main line."

"In the main field of 'big infrastructure', I am more optimistic about the 'high-speed rail construction'. After all, in this field, through continuous technology accumulation and project practice, our country has reached the forefront of the world, whether in It is very competitive both domestically and internationally.”

"Besides, my country's current high-speed rail mileage is still lacking, and there is huge room for development of new mileage in the future."

"This is the basic logic why I am optimistic about the check of China Railway Construction."

"Secondly, in terms of concepts, stories, etc., you should know what the domestic economic trends are recently. The New Silk Road, the reform and reorganization of state-owned enterprises and central enterprises, these... should be inevitable implementation and will be the development direction that will be adhered to in the long term."

"The economic development strategy of the New Silk Road can help our entire 'infrastructure industry' to go global. In this regard, especially the construction of high-speed rail, it has particular advantages. Miss Liu, recently our country's 'high-speed rail' has become a major issue in foreign diplomacy. An indispensable business card?”

"The reform and reorganization of state-owned enterprises and central enterprises has given opportunities and expectations for injecting similar high-quality assets into listed companies."

"Just like the phoenix nirvana of 'Hudong Heavy Machinery' back then, under the background of 'deepening the reform and reorganization of state-owned enterprises and central enterprises', similar reorganization events will definitely continue to happen, and 'Huaguo Railway Construction' has a huge influence on the entire country. Under the guidance of this general background policy and the path of accelerating and increasing the securitization of related similar assets, the Iron Group is fully equipped with expectations for reform and restructuring, which means that the potential concept speculation space of this check is definitely not low. "

"There are performance expectations, there is room for imagination for concepts and stories, but the actual circulation is smaller than everyone expected."

"Coupled with the entire main line of 'big infrastructure', a series of other positive benefits and the main funds' attraction to the market, there is no reason why this check cannot be speculated."

"and……"

When Zhang Jianping said this, he paused again, looked at Mr. Liu, who was getting more and more excited, and continued with a smile: "Through the first quarter report and even last year's annual report data, we can see that the current gathering and lurking factors in this... There is only one major non-state-owned institution holding positions in stocks, and the position data of this company is only more than 10 million shares, with a chip size of less than 40 million. "

"From the first quarter to now..."

"The trend of this check, even though it was a lot larger at one time, it also experienced a wave of increases."

"But from the current market data analysis, we already know that during this period, the only major fund that dominated this stock was the 'Yu Hang Group'."

"And now, because of the funds of the 'Yuhang system', their key holdings have become an open card."

"As a result, many major institutional groups have temporarily avoided the stocks that the 'Yuhang system' holds. In other words, on the 'China Railway Construction' check, I dare to conclude that, except for the funds of the 'Yuhang system', there are no other major institutions with large scale lurking for the time being."

"As for the main funds of the 'Yuhang system'..."

"The size of their chips in the entire 'big infrastructure' field should be extremely large, and the 'China Railway Construction' check should be just one of the stocks that they hold in this field, and the priority attribute is not the strongest. In other words...if we intervene in this stock with a heavy position and help to pull up its market, it should be obviously powerful for the overall layout and holding motivation of the 'Yuhang system' funds. The other party will not easily Smash our market."

"And the chips locked by other state-owned capital system main institutions..."

Zhang Jianping smiled and continued: "Under the obvious need of the regulatory authorities to further stimulate the market to ease the market liquidity dilemma, improve the market financing capacity, speed up the issuance of new shares, and even establish the market foundation for the subsequent implementation of the registration system plan, there is no need to worry about these main institutions that are obviously subject to policy constraints. Large-scale selling in the short term. "

"Without the selling obstacles of the corresponding main funds, we have no worries about pulling the check. "

"As for other retail investors' free chips..."

"These chips are essentially still changing with market sentiment and stock price trends, and people's minds are not in harmony and their ideas are different, so naturally there is no need to worry. "

"Old Zhang, your analysis... is really amazing!" After listening to Zhang Jianping's analysis, Mr. Liu was shocked and admired.

Of course, he still admired the courage of the other party to pry this super large-cap blue-chip stock with a market value of nearly 100 billion.

"How is it?" Zhang Jianping asked with a smile when he saw that Mr. Liu was obviously interested.

Mr. Liu smiled and responded: "Listening to your analysis, it is really exciting. OK... I will accompany you to gamble!"

"Haha..." Zhang Jianping laughed, "So loyal!"

After that, Zhang Jianping turned his attention to the trading market of the two cities again.

At this time, the market trading time has reached 9:30, and the two cities officially started trading.

After a short five minutes of emotional brewing, as soon as the market opened, the two major concept sectors of "Internet finance" and "e-commerce" rose simultaneously, and the corresponding concept sector index instantly climbed to more than 1.5% of the increase, among which the corresponding core hot stocks.

Hengsheng Electronics's increase was instantly increased to about 7%; Sanjiang Shopping's volume increased sharply and hit the price limit; Xinhuadu's volume increased by more than 5%; Jinzheng Shares, Yinjie Technology, and Huake Jincai's increases all exceeded 3%; Jinling Xinbai, Shenyibao, and Edifier's stock prices rose rapidly by more than 2% within a minute...

Correspondingly, the "Internet Finance" and "E-commerce" sectors rose simultaneously.

Yesterday's strong performance of the "Apple Concept", "Film and Television Media", "Domestic Software" and other major concept sectors, as well as a number of popular small and medium-sized concept stocks in the fields of "Big Infrastructure" and "Military Industry", fell in an instant and were sold off by a large number of selling orders.

Among them, LeTV, Huayi Brothers, Crystal Optoelectronics, Huace Film and Television, Wentou Holdings, Ciwen Media... and other stocks, especially the large-scale diving state, is extremely obvious.

With such a market change and hot spot switching trend...

At 9:32, only two minutes after the opening, the three core component weighted stocks of 'LeTV, Huayi Brothers, and Netspeed Technology', which represent the main line of the GEM's 'concept growth stocks', turned green and fell underwater, and also led the GEM index to expand its decline to more than 0.5% in an instant.

At 9:35, 'Wentou Holdings' suffered a tragic concentrated market crash, and its stock price hit the limit down. At the same time, the 'Film and Television Media' industry sector index and the 'Film and Television Entertainment' concept sector index all turned green.

At 9:36, the 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software' concept sectors all turned green, and the decline was behind the 'Reform and Restructuring of State-owned Enterprises and Central Enterprises', 'Shanghai Free Trade Zone', 'Commercial Real Estate Development' and other concept sectors that tend to be in the main board direction.

At 9:37, the situation of "Shanghai is weak and Shenzhen is strong" at the opening began to change significantly to "Shanghai is strong and Shenzhen is weak". When the whole market was in a fierce correction of a number of "concept growth" stocks in the GEM and SME boards, the weighted areas in the main board direction began to show a resistance to decline.

At 9:38, "China Railway Construction" began to move abnormally, and it gradually rose against the trend from a slightly low opening at the opening.

At 9:39, the two major concept sectors of "Internet Finance" and "E-commerce" both further exceeded the increase of 1.8%. At the same time, the small and medium-sized concept stocks in the fields of "big infrastructure" and "military industry", which were driven down by a number of "concept growth stocks" in the SME board and GEM at the beginning of the session, also ushered in a rebound.

At 9:40, after the Shanghai Composite Index broke through the lowest point of 2285 points, it quickly recovered the 2290 point mark, shrinking the decline to less than 0.3%.

At 9:41, LeTV's decline widened to 3%, and the trading volume on the market rapidly expanded to more than 250 million.

At 9:42, after fierce fluctuations near the increase list, 'Sanjiang Shopping' completely closed the daily limit. At the same time, 'Hengsheng Electronics' hit the daily limit again.

At 9:43, 'Hengsheng Electronics' hit the daily limit again, and the two major concept sectors of 'Internet Finance' and 'E-commerce' broke through the 2% mark.

At 9:44, after 'China Railway Construction' turned red, China Construction, China Communications Construction, China Metallurgical... and other state-owned concept stocks in the field of 'big infrastructure' with similar main businesses also moved, and the corresponding concept sector indexes and industry sector indexes also rose simultaneously.

At 9:45, the major industry sector indexes of building decoration, building materials, and real estate turned red.

At 9:46, the two major weight sectors of traditional finance and petrochemicals also gradually turned red. The market trend showed obvious signs of turning back to the main board weight.

At 9:47, driven by the gradual rise and turn of the weighted industry sectors, the Shanghai Composite Index returned to 2295 points, recovered the intraday decline, and turned red.

At 9:48, the increase of ‘China Railway Construction’ was more than 1%.

At 9:49, ‘Xinhuadu’ hit the daily limit, and the two major concept sectors of ‘e-commerce’ and ‘Internet finance’ rose in tandem again.

At 9:50, the flow of active funds and main funds in the entire market clearly began to flow into the main board weights, as well as the core concept stocks in the two major concept sectors of ‘e-commerce’ and ‘Internet finance’, and the net inflow continued to grow. The hot stock ‘LeTV’, which was originally in a slump and had the highest attention in the two markets, suddenly ushered in fierce buying orders of 10,000 lots again.

At 9:51, ‘LeTV’ narrowed its decline in a flash under the push of two consecutive 10,000-lot large orders.

At 9:52, the volume of LeTV exploded to about 320 million, and the decline narrowed to less than 1%, once again showing the strong market trend expectations, and also made the majority of investors expect this stock to replicate yesterday's trend.

And seeing the resurgence and rapid increase in volume of LeTV.

At this moment, in Yuhang, inside Yuhang Investment Company, in the main fund trading room, Su Yu's eyes gradually became sharp, and he said coldly: "The market situation is not cooperative and you still force it, it's really a dead end!"