Chapter 536: The Battle for Market Dominance (Twenty-Five)!

"I feel that the main financial groups who are active in the market, as well as the following financial groups, are showing signs of turning around." Hearing Su Yu's voice, Li Meng responded beside him, "'Internet finance' and 'e-commerce' are two The two concept sectors are also going very strong, and today’s market development should be within our expectations.”

"The check from LeTV and such a radical trend, it seems that some of the main funds that lured the 'concept growth stocks' direction of small and medium-sized enterprises and GEM are really determined." Zhao Lijun also said at this time, "Radical increase in positions, Always maintain the popularity and money-making effect of the main line of 'conceptual growth stocks', so that the market trend always develops around the 'conceptual growth stocks' line. The other party has not achieved its goal and will not give up! "

Zhang Guobing pondered for a moment and said: "Why do I feel that many major institutions have begun to group together in the 'concept growth stock' sector of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software'."

"Well, I feel the same way." Liu Yuan agreed.

"It's not surprising." Su Yu said, "The operating style among institutions is that they like to work together to attack. But as long as the market expectations have not completely changed to the direction of these institutions, then there is no need to worry too much and continue to follow our instructions. Just proceed with the operation plan.”

"Master, the trend of the 'Huaguo Railway Construction' check seems to be a little abnormal today." Liu Yuan looked at the market and suddenly noticed that the 'Huaguo Railway Construction' check continued to increase in volume, and the main buying funds on the market continued to increase. According to the trend, he couldn’t help but report, “It feels like a relatively large amount of main funds are continuing to increase their positions.”

After hearing Liu Yuan's words, Su Yu also turned his attention to the check. After observing for a while, he discovered the abnormal trend of the check. He smiled and said, "It seems that the expected logic and investment direction signal we released to the market, It has already played a certain role. Continue to observe patiently and see what the main financial motivation of this stock of "Huaguo Communications Construction" is. If the other party really has long-term ambitions, then we can also help it when necessary. "

"Okay!" Liu Yuan responded.

"Boss, since the market conditions are shifting towards the main board, and stimulated by the two major concept sectors of 'Internet Finance' and 'E-Commerce', as well as the 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software' When the adjustment of several major sectors in the main line of concept growth stocks temporarily released a large amount of active market liquidity, why not take the opportunity to further stimulate the core weight of the main board direction and further seize the liquidity of active funds in the market? " Wang Can pondered for a while while everyone was talking, and then responded, "According to the current market trend, this time should be a good time to switch to the leading market!"

Su Yu stared at the Shanghai Stock Index, which was still hovering around the 2295 point, and the direction of the main board. The market trends such as 'big infrastructure', 'traditional finance', and 'supermarket retail' have obviously recovered, but the market has not increased in volume. Major main line related sectors, and their corresponding stock trends, said: "'Apple concept', 'film and television entertainment', 'domestic software' and other 'concept growth stocks' direction fields, as well as related popular stocks, despite a series of After a round of gains, the market divergence has increased, and upward expectations have weakened. However, under the influence of the main institutions, it has not completely lost its upward momentum and entered the adjustment stage. "

"And the related main areas that we lead..."

"At this moment, although the active capital groups in the market have returned, and the main capital trends are slowly flowing in again, there is no natural large-scale trend on the market. The market's related emotions are brewing and have not reached the point of explosion. At the same time, in view of the Such as LeTV, Huayi Brothers, Internet Speed ​​Technology, Crystal Optoelectronics... These stocks are still pulling upwards to gather popularity and the attention of market investors, causing many investors in the market to worry about the direction of the next market trend. Still undecided and full of disagreements.”

"In this case, neither emotion nor energy supports it."

"If we forcefully pull the market at this time and further stimulate the main line area of ​​​​the core weight of the main board direction, it will be a waste of funds and the emotional expectations that are gradually brewing."

“The so-called success is achieved in one go, then it becomes weak again, and in three cases it is exhausted.”

"At the current stage, the amount of liquidity we have is not very sufficient."

"This also means that we only have one chance to guide the market and strongly stimulate the market's strategic actions. Under such conditions, we can only find the best time to take action. Now... The time is not particularly ripe.”

"Wait patiently." Su Yu paused and emphasized, "The opportunity we are waiting for will come."

After Su Yu's patient explanation, Wang Can was still a little worried, and continued to say to Su Yu: "Boss, what if the other party is so arrogant and blindly uses funds to attack, and then forcibly pulls up 'Apple Concept' and 'Film and Television Entertainment' The market trends in the main line areas of "conceptual growth stocks" such as "domestic software" and "domestic software" have made the internal chip structure of this line complete the transformation amid the continuous high levels and high turnover, and have completely gathered market sentiment and expectations? If we guide you gently step by step, we will miss the opportunity!”

"It's not that easy to clean up the chips with continuous strong fluctuations and high turnover, quickly rebuild the chip platform, and gather market sentiment and expectations." Before Su Yu could speak, Li Meng responded, "These main players Although the overall market value of the main "concept growth stock" sectors led by institutions, such as "Apple Concept", "Film and Television Entertainment" and "Domestic Software", are not as good as those of the core concept sectors in the main board direction However, in order to forcefully pull up the market and maintain the market regardless of the overall market conditions and emotional expectations, the amount of funds required is still very scary. "

"No one in the financial trading market can go against the trend."

"Don't talk about these short-lived institutional groups, let's talk about the 'national team' that holds a large number of positions in the field of 'big finance'. Without strong expectations of the entire 'big finance', it is impossible to continue to do so on its own. Maintain the strong market momentum in the 'big financial' sector."

"Similarly, these institutional groups are optimistic about the main line development of 'conceptual growth stocks'."

"I want to use the situation you mentioned, when market divergence increases and upward expectations weaken, to use capital advantages to forcefully maintain the profit-making effect and gather popularity. I want to adjust the chip structure with high turnover and deepen the short-term success in this field. The market development is simply unrealistic.”

"And, there's one more thing..."

Speaking of this, Li Meng's eyes became brighter and brighter, and he said with an authentic smile: "Comparing the major main areas we dominate, the popular 'concept growth stock' fields such as 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', In fact, the proportion of corresponding institutional positions is even larger.”

"In other words, during the overall market development process in the past two years."

"Due to changes in expectations across various industries, many smart institutions have shifted their position weights to these 'conceptual growth stocks'. And because of this, the valuations of many core concept growth stocks compared with the overall market level, To stay that high.”

"However, within a stock, or a core main line area, there are many major institutions holding positions."

"Under the circumstances that investment expectations have been fully realized, the valuation level is significantly higher than the market average level, and the stock price has surged in the short term."

"At the same time, in other directions of the market, some investment opportunities have also been clearly highlighted."

"Then, the main holding institutions lurking in this stock, or the main line area, as well as other profit-making investors, will have a very strong desire to take profits and adjust positions."

"In other words, comparing the two, I personally believe that the chip structure of a group of popular stocks on the main line of "conceptual growth stocks" in the Shenzhen Stock Exchange is far less clean than that of a group of popular stocks in the main board weight area."

"And when the chip structure is chaotic, then as the market develops..."

"Once there are differences in expectations and emotions, there will be 'unanimous people' and things that are holding each other back. That is, once the differences on the market expand, the upward pressure on the stock price will only become greater and greater, until eventually the funds undertaken can no longer support it. The stock price turned around and adjusted downward, consolidating at a low level again, forming a new consensus expectation.”

"So..."

Li Meng smiled and said quite confidently: "I feel that the more the lines of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software' are pulled upward at this moment, the closer they are to a drastic adjustment. Likewise... we are getting closer to the time we have been waiting for.”

"Not bad!" Su Yu said with a smile when he saw that Li Meng had analyzed the market trend very thoroughly, "So we don't have to worry for the time being. According to the trading plan, we will continue to use a small part of the funds to stimulate the two branches of 'Internet Finance' and 'E-Commerce' Just the main line.”

"We only need to use these two branch lines to differentiate the long sentiment and upward investment expectations of the core 'concept growth stock' main line sectors such as 'Film and Television Entertainment', 'Apple Concept', and 'Domestic Software', and induce a convergence It is enough to sell off the profit-making funds or floating chips in these sectors and increase the pressure on the market in these sectors.”

“In the existing gaming market, the investor groups remaining in the market are basically relatively mature investor groups.”

"For these investor groups, as long as we give certain signals during the inducement process, they will follow the trend and flock to the areas with the strongest profit expectations in the market without us having to do anything else."

"at the same time……"

Su Yu paused for a moment, thought for a while, and then continued: "If my prediction is correct, the 'national team' that has been silent in the market for some time will effectively break through 2300 points on the Shanghai Index and continue to be blocked. Next time, we should take action.”

"That is to say, in theory, we should have a helper with extremely strong financial resources."

"National team?" Liu Yuan was a little confused when she heard Su Yu's words, and couldn't help but ask, "Master, why do you judge that the main funds of the 'national team' that are silent in the court will stimulate the board and assist to a certain extent?" What about us?"

Su Yu smiled and responded: "It's very simple. At this time point, the regulatory authorities urgently need the market to have a strong and continuous market trend to open up liquidity and support the implementation of subsequent market policies. Driven by this motivation, this will inevitably prompt the real core main funds in the market to play a leading role and help the market break through when the market continues to encounter obstacles in its natural upward development."

"I understand!" Liu Yuan understood it instantly after hearing Su Yu's explanation.

"No wonder you dare to let us invest so heavily in the field of 'big infrastructure'." Wang Can also understood it at this time, "It seems that you are sure that the 'national team' will enter the market to help us!"

Su Yu laughed and said: "It's just that according to the development of the market and the logical inference of the main line expectation, there is a high probability that there will be such a result. Of course, the specific market trend and the actual situation can only be verified step by step according to the subsequent market development."

Zhao Lijun, Zhang Guobing, Zhu Tianyang... and other core traders in the trading room

After hearing Su Yu's final logical inference, they were all shocked and admired Su Yu very much.

They thought of all the previous expectations and believed that the investment logic and expected space in the direction of "big infrastructure" on the main board were obviously greater than the direction of "concept growth stocks" in the Shenzhen Stock Exchange. However, they were limited to the analysis of industries, market conditions, market sentiment and other directions from beginning to end. No one thought of moving their eyes and horizons to the regulatory level, or even the country's expected deployment of macro policies for the financial trading market.

This high-level investment vision and investment vision made them feel shocked and moved in their hearts. They all felt that they had a kind of enlightenment in their investment thinking.

Indeed, most people in the market pay too much attention to market analysis and sentiment analysis.

And very few people can look further and further to the expected thinking of the regulatory level, and even the national macro policy demands, and truly understand and appreciate the sentence "A-shares are still a policy market after all."

In the trading room, everyone was surprised and shocked.

Su Yu smiled and returned his gaze to the trading interface of the two markets.

The entire market, during the brief communication and analysis and discussion, the trading time has moved to 10:05 am.

At this moment, the Shanghai Composite Index has already risen to around 2297 points, once again one step away from the 2300-point mark.

The two major concept sectors of "Internet finance" and "e-commerce" are also continuing to move forward in parallel, and the concept sector indexes have both broken through to around 2.5% of the increase. Among them, the six concept stocks of "Hengsheng Electronics, Yinjie Technology, Sanjiang Shopping, Xinhuadu, Business Treasure, and Pegasus International" have already closed the daily limit.

As for the concept sectors that were strong yesterday, such as "Apple Concept", "Film and Television Entertainment", and "Domestic Software", as well as the main line sectors such as "Big Infrastructure", "Big Finance", and "Big Consumption" that have slightly recovered, they have also shown a trend of turning red.

However, despite the important market indices of the Shanghai Composite Index, Shenzhen Composite Index, ChiNext Index, and Small and Medium-sized Board Index,

All of them have opened low and turned up, and turned red again.

However, the specific strength and weakness of each index, as well as the flow direction of the entire market's active capital group, the core main line areas that the majority of investors focus on, and the comparison of the main buying and selling volumes, the performance of each index, as well as each industry, concept sector, and each core concept stock, are still very different and have obvious differences.