Chapter 537: Struggle for Market Dominance (Twenty-Six)!

For example, the two major industry sectors are ‘real estate’ and ‘film and television media’.

At this moment, the growth pattern of the two industry sector indexes is almost the same, but the volume and energy performance are completely different.

The circulation market value of the entire 'real estate' sector is almost 6 times that of the entire 'film and television media' sector. However, the daily turnover of the 'film and television media' sector is larger than that of the 'real estate' sector. This shows that although the 'film and television media' sector has Under the forceful pull of many main funds, the risk of diving in the market due to concentrated selling has been temporarily avoided, but the trend of extreme heavy volume and stagflation is still very obvious.

After several consecutive days of adjustments, the 'real estate' industry sector is now able to turn upward without any obvious signs of amplification in volume, and the stock price trends of core stocks are picking up, which shows that under the continuous adjustment, the internal fluctuations in the sector have been weakened. The chips have been almost cleared, and the upward pressure on the market has been significantly reduced. Before touching the new pressure range above, the upward pressure is obviously much lighter than that of the 'film and television media' sector, and it is easier to follow the market trend at this moment. Next, create room for making money.

Similarly, the main line sector sectors of 'concept growth stocks' such as 'Apple Concept' and 'Domestic Software', which performed strongly yesterday, and the main sector sectors of 'big infrastructure' such as 'Architectural Decoration' and 'Building Materials', which had a similar trend to the market's gains. , also has these obvious characteristics.

Of course...

The entire market, as a whole, has the best trend shape and is the area with the highest enthusiasm for following the trend of funds.

It is also the two major conceptual sectors of ‘Internet finance’ and ‘e-commerce’, as well as the two major industry sectors of ‘electronic information’ and ‘retail’.

"Yesterday it opened high and moved low, and today it opened low and moved high. The market seems weak but is actually strong. It is still quite resilient!"

At 10:16 a.m. in the Shenzhen Stock Exchange, inside the Xiniu Fund Company, in the main fund trading room, the trading team leader Mou Zhengxing saw that the Shanghai Stock Index had reached the 2300-point mark again, and turned his head to the fund manager Fang Xinsheng and asked: "Mr. Fang, look at the market conditions. Changes and the trend pattern of the Shanghai Stock Index. The pressure on the Shanghai Stock Index near 2,300 points has been almost cleared by the continuous fluctuations in these days? Do you think... can the Shanghai Stock Index stand firm at 2,300 points? "

"What do you think?" Fang Xinsheng smiled and asked instead of answering directly.

Mou Zhengxing thought for a moment and responded: "It should be possible. I see that in the traditional main areas of 'big infrastructure', 'big finance' and 'big consumption', many core-weighted stocks can perform better in terms of active buying volume than in the previous few." Today, it is obviously a bit stronger, and the lines of 'Film and Television Media', 'Smartphone Industry Chain', and 'Mobile Internet' that were strong in the past few days have particularly huge differences on the market today. Although these lines at this moment, in terms of form, It is still rising, but the selling on the market can be clearly felt that it is still getting heavier and heavier, and it should be entering the adjustment stage. "

"And as long as these lines fall into adjustment..."

“The follow-up funds chasing these lines these days, as well as the vast number of short-term hot money groups, are bound to make a quick retreat when the money-making effect declines, and look for hot spots or market main lines in the market that have more money-making effects and rising expectations. "

"However, it is obvious that in the current market, the only hot spots and market main lines with such rising expectations and money-making effects are the two conceptual sector hot spots of 'Internet Finance' and 'E-commerce', and after several days of adjustment, they have shrunk. The volume is obvious, and it is beginning to gather popularity and funds in the main line of 'big infrastructure'."

“However, many concept stocks in the two concept sectors of ‘Internet Finance’ and ‘E-Commerce’ are overlapping, and the correlation between the two concept sectors is extremely strong. At the same time, the volume of circulation is also very limited. If we use these two concepts If the sector is the main market guide, it should not be able to carry too much active capital. "

"In other words, once the main lines of 'film and television media', 'smartphone industry chain' and 'mobile Internet' enter the adjustment stage, various active financial groups will emerge to pursue 'Internet finance' and 'e-commerce' When these two major concept sectors go up, they will definitely spill over to other main lines of the market.”

"And the overflow funds... will undoubtedly choose the 'big infrastructure' field where all expectations are good and the short-term market performance has been fully adjusted."

"Then, when the main line of 'big infrastructure' begins to absorb the active capital groups that overflow from the market on a large scale."

"When the market trend of this line is concentrated and upward, there is a high probability that it will be able to replicate the strong rebound of the Shanghai Stock Exchange Index in the days after the Dragon Boat Festival."

"In this way, with the help of the main line of 'big infrastructure', the Shanghai Stock Index has broken through 2,300 points and stood firm at this time. There should not be too much pressure."

"Good analysis!" Fang Xinsheng nodded and praised with a smile, but still did not express his opinion. Instead, he turned his head and looked at Liu Xin, the general manager of the company, and asked, "Mr. Liu What do you think? Is it time for the Shanghai Stock Index to break through?”

Liu Xin didn't expect that Fang Xinsheng would ask himself. He was stunned, staring at the trading boards of the two cities, pondering for a long time, and then replied: "It's hard to say, 'big infrastructure', 'big finance', 'big consumption' these traditional big... Although a number of industry sectors and concept sectors in the main field have rebounded, market attention and expectations are not strong. Can the amount of main buying funds gathered in these fields continue to expand on the path of recovery? The problem is still quite big.”

"At the same time, 'film and television media', 'smartphone industry chain', and 'mobile Internet' are the main conceptual lines that mainly favor the Shenzhen Stock Exchange, small and medium-sized board, and GEM component stocks. Although there are obvious differences on the market at this moment, the market The amount of active selling funds can increase significantly, but on the whole, the main funds that are optimistic about these major fields are still buying on a large scale, and the main stocks of the core components of industry sectors and concept sectors in several major main areas are still The flow of funds is still in a net inflow situation.”

"This shows that the differences between these lines are large, but it does not mean that there is no expectation and potential for upward growth."

"What if the main funds of these large-scale purchases can withstand this wave of market divergences, completely digest these large-scale selling chips, and re-stabilize the chip structure on the market? Then... continue to pull up the market, The market pressure on these concept stocks in the main line area will become lighter again.”

"Correspondingly, the room for growth will open up again."

"Furthermore, today's trends in the two major concept sectors of 'Internet Finance' and 'E-Commerce' are indeed very good, and various buying funds are following the trend very quickly. But as Xiao Mou said, these two concepts The hot spot itself has not spread, and the amount of funds it can carry is limited, so it cannot be used as the leading direction of the market for speculation. "

"In other words, in addition to the maximum amount of funds that can withstand the hot spots of these two major concept sectors, other active medium and short-term speculation funds, on the premise that they cannot follow the trend and enter the hot spots of these two major concept sectors, choose to recover. , the main line of 'big infrastructure' that has been relatively fully adjusted, or choose the main line of 'growth stocks' that is still hot and has obvious short-term differences, but the market attention, popularity, hype, and net inflow of main funds are as hot as ever. Uncertainty is still Quite huge, at least... at this moment, the market’s consistent expectations in a certain main line direction have not yet been formed.”

"And this expectation has not formed, which means that everyone is not confident that the Shanghai Stock Index can completely break through 2,300 points."

"There is insufficient market confidence, and the Shanghai Stock Exchange Index will completely break through the pressure barrier..."

When Liu Xin said this, he paused and thought for a moment before continuing: "In addition to the further development of the two hot concepts of 'Internet finance' and 'e-commerce', the hype has rapidly spread to all the main concepts in the early stage. In addition to bringing out the previous "military industry" line and further enhancing the investment sentiment and investment confidence in the "big infrastructure" direction, we can only wait for new major benefits to occur on the market news. "

"Mr. Liu has a very clear view of market trends and market changes!" Fang Xinsheng praised Liu Xin with a smile, and then continued, "Indeed, the market has moved in the direction of the main board, especially There are signs of deviation in the main line of 'big infrastructure', but the market investment expectations and hype expectations inspired by this sign are still far from enough to completely pull the line of 'big infrastructure' back into gear and make an upward breakthrough. ”

"That is to say... the Shanghai Index still has to be suppressed by 2,300 points?" Mou Zhengxing frowned and responded, "The index has been unable to effectively break through here, which hurts the confidence and morale of market investors. The so-called 'it will fall if it persists' is not It’s an empty talk. The Shanghai Stock Index has been tested and fluctuated repeatedly here. If it still cannot effectively break through, I am afraid that the subsequent market... will only get weaker and weaker.”

Fang Xinsheng nodded slightly and said: "Your worries are reasonable, so I guess that with the development of the market and the passage of time, the two post-conditions that Mr. Liu just mentioned will have a high probability of happening, or in other words There will be new market turning points in the market.”

"Overall..."

Fang Xinsheng thought for a while and continued: "The Shanghai Index broke through upward. Although there is still a little bit of emotional expectation and confidence, the divergence node for the main line change of the market has indeed arrived, and the occurrence of the so-called market divergence node is also an important factor in the trading strategy. , a good buying opportunity.”

"I think... we have been watching on the sidelines for so many days. At this moment, it is time to take action."

"Continue to increase the position and buy?" Mou Zhengxing was a little confused. He didn't quite understand why Fang Xinsheng wanted to increase the position in a hurry when he clearly said that the time for the Shanghai Index to completely break through had not yet come. He said, "Mr. Fang, if we increase the position, we... …Where should we start?”

"The field of 'military industry.'" Fang Xinsheng said firmly with sharp eyes.

Hearing Fang Xinsheng's words, not only Mou Zhengxing was confused for a moment, but Liu Xin was also confused and asked: "Why is this line of 'military industry'?"

"Compared with the 'big infrastructure' line, the 'military industry' line is slightly smaller, and the expectations are the same as the 'big infrastructure' line. In addition, in terms of hype sentiment and the height of hype expectations, The imagination space of 'military industry' is more hazy and the expectations are higher," Fang Xinsheng explained, "There is also the hype logic of the 'military industry' line, which is based on the underlying logic of 'performance value' and the logic of 'pure story concept' hype. When the market sentiment really rises, the hype logic of this line and the active capital groups participating in it are all easy to accept.”

"Of course, the most important thing..."

"After the explosion of the 'Internet Finance' line, if all kinds of funds follow the popular main lines in the early stage led by the 'Yu Hang Group' to speculate, the 'Military Industry' line will most likely be unavoidable. At the same time, this Various positive expectations for the market have not been fully realized in the early market speculation.”

"In other words, if the two lines of 'Internet finance' and 'e-commerce' can drive market speculation and market hot spots deeper and fully spread the market, then the line of 'military industry' must be the 'Internet The two major conceptual hot spots of finance and e-commerce are in full swing, and under the spillover effect of funds from all following the trend, the next market will explode. "

"It is a wise move for us to increase our positions in this area, occupy favorable chips in advance, and wait for the wind of market conditions to blow in this direction."

After saying that, Fang Xinsheng turned his eyes to the two of them again, waiting for their responses.

"Will the market situation really spread to the direction of 'military industry'?" Mou Zhengxing still had some doubts in his heart, but he did not ask this question. He just looked at Liu Xin seriously, waiting for General Manager Liu Xin to make a real decision.

Liu Xin felt the gazes of the two people and pondered for a moment. Although he did still have a lot of doubts about the logic mentioned by Fang Xinsheng, in line with the principle of 'do not doubt when you employ people, and do not use those who are suspicious', he also thought It was a fact that Fang Xinsheng’s trading strategy rarely made mistakes in direction before. He finally nodded and said: "In that case... then let’s increase the position according to what Manager Fang wants!"

Fang Xinsheng received Liu Xin's approval, his eyes became firmer in an instant, and he immediately gave an order to Mou Zhengxing: "Buy the 'aerospace department' and 'aviation engine department' military industry stocks, take the initiative, and do not make aggressive moves. We will take as many selling orders as there are on the market. At this stage, we don’t have to worry too much about the stock price cost of increasing positions. The most important thing is to get the core high-quality chips.”

"Okay!" Mou Zhengxing responded quickly as Fang Xinsheng's order was given.

Then, he guided the traders in the trading room to follow Fang Xinsheng's trading strategy to buy stocks and increase their holdings of corresponding individual stocks.

And with their concentrated buying...

Although Fang Xinsheng asked everyone not to actively pull orders and only passively accept selling orders with medium and small retail orders.

However, when the military concept stocks of the 'Aerospace Department' and 'Aviation Development Department' have strengthened one after another, and the trading volume on the market has gradually increased, as traders of various funds of the 'Yu Hang Department' who have heavy positions in this field, as well as those responsible for Zhu Tianyang, the leader of the trading team in this field, instantly discovered the abnormal movement in this direction.

"Mr. Su, there seems to be some movement on the market in the direction of 'military industry'." At 10:28, inside Yuhang Investment Company, in the main fund trading room, Zhu Tianyang quickly reported, "We have heavy positions in many stocks in this field, such as "Aviation-engineering" and "aerospace-related" military concept stocks have funds secretly being raised."

As he said that, he quickly counted out the check 'China Airlines Optoelectronics' and continued: "Mr. Su, please look at the real-time trading board of the check 'China Airlines Optoelectronics'. As long as there are more than 1,000 large orders actively placing selling orders, it will be sold instantly." will be eaten up, but the stock price will basically not change much, and this secretly raised fund will not place orders on the market, and it seems to be deliberately avoiding everyone's attention. "

Following Zhu Tianyang's report, Su Yu observed carefully for a few minutes and indeed found this sign. He laughed and said: "Interesting, it seems... the time we are waiting for is getting more and more mature!"