Chapter 538: Struggle for Market Dominance (Twenty-Seven)!
"Indeed." Li Meng responded, "I just didn't expect that among the major lines that we lead, the first one with a large amount of funds to actively take over the market, and the one that secretly takes advantage of the chips on a large scale, would be the 'military industry' line. Originally, I thought that the 'big infrastructure' line was the main line with more market sentiment and expectations, and it was easier to accumulate funds. "
"No matter which line the funds identify with." Su Yu smiled and responded, "As long as the market conditions are spreading in the direction we expected, there will be no problem."
"Boss, since there have been changes in the 'military industry' line, do we... need to further stimulate it?" Wang Can pondered for a moment and said, "Should we induce the market in this field and create a hot spot in the market? How about the spread of the market from the two hot spots of 'Internet finance' and 'e-commerce' to the 'military industry' sector? Should we really open up the space to break through and stand firm at 2300 points? Now...it should be an opportunity, right?”
Su Yu responded: "The hype and fund following effect of the two hot concepts of 'Internet finance' and 'e-commerce' have not yet expanded to the extreme. The active capital groups in the entire market are still concentrated under the following effect." There is no sign of spillover or spread in these two hotspots.”
"Just wait a little longer..."
Su Yu paused for a while and continued: "We will wait until the hype and follow-up effect of the two hot concept sectors of 'Internet finance' and 'e-commerce' climbs up for a while and forms a substantial daily limit trend. At the same time, We have to wait until the differences within the "concept growth stocks" sectors that have performed strongly in the past few days, such as "Apple Concepts", "Film and Television Entertainment", and "Domestic Software", will expand further, and the medium and short-term active capital groups that make profits will start from these fields. With further outflow, we can further guide and deepen the market into 'military industry' and 'large infrastructure', the two main areas with relatively large market value, so as to reactivate the market in these two fields. "
"Mr. Su, there seems to be a significant change in the steel sector." While Su Yu was speaking, Zhao Lijun also hurriedly reported, "Oh, no, to be precise, there has been a change in the stocks of the various components of the 'special steel' sub-concept. ”
After hearing Zhao Lijun's words, Su Yu turned his attention to the sector mentioned by the other party. Sure enough, he saw that many component stocks such as 'Fangda Special Steel, Fushun Special Steel, and Bayi Steel' had obvious upward trends in volume, and on the market There are also obvious signs of increase in the number of people buying alone.
"In the field of steel plate, these changes in checks seem to be related to the concept of 'military industry', right?" Before Su Yu could respond, Zhang Guobing thought for a moment and then said, "Mr. Su, it looks like this, in this field, There should be some potential good news.”
"What are the benefits in the direction of 'military industry'?" Wang Can asked.
Zhang Guobing thought for a while and responded: "It must be related to this direction, but it is not necessarily directly in the direction of 'military industry'."
"Special steel..." Su Yu pondered, "This is the basic material demand side for the development of 'military industry'."
Thinking of this, Su Yu once again carefully observed the stock price trends of similar stocks on the market, as well as the follow-up efforts of buying funds. He confirmed that there were indeed main funds continuing to increase positions here, and couldn't help but quickly turned to the company's market intelligence department. Lin Antu made a phone call.
"Hey, Mr. Su, what's the emergency?" Lin Antu responded on the phone.
Su Yu responded briefly, and then said: "Director Lin, let me know if there is any new important news in the market news, especially in the direction of 'military industry'."
"Okay!" Lin Antu nodded and responded, "I will feedback the results to you, Mr. Su, at noon at the latest."
"Okay!" Su Yu responded, then hung up the phone.
"Mr. Su..." Just when Su Yu hung up the phone and turned his eyes back to the trading boards of the two cities, Zhang Guobing thought for a while and continued, "In fact, the changes in the constituent stocks of the 'Special Steel' sector are very important to us. It is a very good intermediate bridge to link the main line of 'big infrastructure' with the main line of 'military industry'!"
Su Yu's eyes lit up instantly after being reminded by Zhang Guobing, and he laughed and said: "It's true, through this sub-concept section, it is indeed possible to connect the two main market lines of 'military industry' and 'big infrastructure' into one , but... for real linkage, further development of this news and expected sentiment will be needed.”
Along with the discussion among everyone in the trading room, and the continued development of market conditions.
Same moment.
Yanjing, inside a company called 'Yihe Capital Company', the main fund trading room managed by it.
Chen Yihe, the fund manager and general manager of the company, was holding the phone that he had just hung up. The excitement on his face was beyond words. He was quickly instructing all the traders in the trading room to increase their positions significantly. Fushun Special Steel, Bayi Steel' and other target stocks.
Of course, the changes that the entire 'Yu Hang Department' sensed in this field were also their work.
"Mr. Chen, these target stocks don't look like anything special!" As the traders increased their positions significantly, Gao Xiang, the trading team leader, endured the doubts in his mind for a long time, but finally couldn't help it. Asked, “Isn’t it too aggressive for us to increase our positions like this?”
Chen Yihe laughed and said, "Don't worry about the fundamentals of these few checks, just keep buying. I will bear the risks."
Hearing Chen Yihe's words, Gao Xiang came to his senses and knew that there must be some definite good news.
"Do we buy as many as there are selling orders on the market?" Gao Xiang paused and asked.
Chen Yihe nodded and said, "Yes, buy as many as there are selling orders on the market. After buying the chips at the current price, continue to push the stock price up to induce more selling orders. At this time... as long as there are selling orders on the market, no matter how much we take, we should be able to make money."
"How big is the good news?" Gao Xiang pondered for a moment and continued, "If the potential good news is big enough, I think we can try to pull up the board and buy all the chips in one go."
Seeing that Gao Xiang's appetite was bigger than his, Chen Yihe was silent for a moment and responded: "It is uncertain how big the good news will be, but in this direction, there must be potential good news to be announced soon. We are just playing with the time difference. When we are not sure how big the good news is, it is better to act cautiously. Pulling the board upwards is too radical and undesirable."
"Okay!" Gao Xiang saw that it was difficult to understand the specific market news, and Chen Yihe still lacked some courage in trading strategy, so he nodded and followed Chen Yihe's advice, giving up the relatively radical strategy of increasing positions and choosing to increase positions step by step.
And with their actions on the branch concept sector of "special steel".
The market trading time has quickly passed 11 o'clock in the morning. Compared with the previous situation, the market situation of the two markets has not changed much. The Shanghai Composite Index is still hovering around 2,300 points. Although the overall market situation of various industry sectors and concept sectors such as "big infrastructure", "big finance" and "big consumption" has warmed up, there is still no strong momentum for upward attack; the Shenzhen Composite Index, the ChiNext Index, and the Small and Medium-sized Enterprise Index are still fluctuating near the flat market. Among them, the volume of the main concept sectors of "Apple Concept", "Film and Television Entertainment" and "Domestic Software" has slightly decreased compared with before, but the market divergence is still huge.
Of course, when the overall market situation of the major main lines has not changed much.
The market situation of the two hot sectors of "Internet Finance" and "E-commerce" is still continuing to change deeply. Not only have the two major concept sector indexes broken through the 3% mark at this moment, but a total of 8 stocks of related core component stocks have touched the daily limit.
In the observation of the "Yuhang system", there are some changes in the "military industry" and "steel" sectors.
Although the two sectors have rushed to the top of the industry sector and concept sector growth list of the two cities, compared with the two hot spots of "Internet finance" and "e-commerce", investors' attention and capital following sentiment are not high, and the majority of investors in the market have not linked the changes in the two sectors with the market changes of the two hot spots of "Internet finance" and "e-commerce", and sorted out the logical relationship of speculation.
"Boss, the market is in a deadlock again!"
At 11:05 am, in the main fund trading room of Zexi Investment Company in Shanghai, Zhou Kan stared at the changes in the two markets and frowned: "The Shanghai Stock Exchange Index is 2300 points but not attacking. The Shenzhen Stock Exchange, ChiNext Index, SME Index and other small and medium-sized concept growth stocks have shown obvious stagflation again. There is a need for adjustment, but they are stuck at the intraday high and refuse to adjust. The whole situation makes it impossible for various funds to increase or reduce their positions. It feels that the market is likely to It is about to enter the stage of sideways adjustment with shrinking volume. "
"Not really." Xu Xiang, who was next to Zhou Kan, responded, "With the surge in the two hot spots of 'Internet finance' and 'e-commerce', the market is still slowly opening up space, especially in the main board direction. Although the market has not moved much, the popularity and emotions are obviously slowly converging. "
"You should pay attention to the 'military industry' line and several concept sectors in the 'big infrastructure' field. "
"Although the trend of the relevant industry sectors and concept sector indexes has not changed much, many core component stocks , the buying orders on the market are obviously much more active than before. "
"For example, China Railway Construction, China Metallurgical, China Aviation Optoelectronics, Fangda Special Steel, Valin Steel, Fushun Special Steel... these stocks, you can clearly feel that their market is getting stronger and stronger, and from the market trend and feeling, the logic followed by the main buying funds of these stocks at this moment is completely different from the previous "concept growth stock" riot stage, "Tianshan Cement, Beijiang Communications Construction, Shanghai Construction Engineering, Pudong Construction..." and other stocks. ”
" It moistens things silently!"
"The core weight of the entire main board direction seems to have not changed, but in fact, smart funds from all sides are slowly infiltrating. On the contrary, the mood and discussion are still hot. On the surface, the main funds still flow into the "Apple concept", "film and television entertainment", "domestic software" and other "concept growth stocks" sectors, which have no such feeling at all."
"Be patient and wait a little longer..."
Xu Xiang said here, smiling: "In terms of the market trend, a new turning point should be coming soon."
"I hope so!" Zhou Kan nodded, hoping that the market situation would change as Xu Xiang expected. "If it still cannot break through and continues to go sideways, the K-line charts of all aspects of the market will go bad again, and the time and space for the market adjustment will be longer and longer."
As the two talked, the market trading time continued to move forward.
Finally, when 11:30 came, the two markets ushered in the moment of midday closing. The Shanghai Composite Index was set at 2298.96 points, up 0.26%, the Shenzhen Composite Index rose 0.11%, and the ChiNext Index and the Small and Medium Enterprises Index fell 0.09% and 0.17% respectively. The two markets had a total transaction volume of 52.936 billion, which was slightly reduced compared with the previous two days.
In addition to the index, the hot concepts and popular stocks in the two markets performed well.
The two hot concepts of "Internet finance" and "e-commerce" led the two markets, and the half-day sector gains reached more than 3.3%. In the two hot concept sectors, a total of 9 stocks touched the daily limit, and 8 stocks were capped at the daily limit, including "Hengsheng Electronics, Jinzheng Shares, Yinjie Technology, Sanjiang Shopping, Pegasus International, Xinhuadu, Business Treasure, Small Commodity City" and other popular stocks, all of which were capped at the daily limit.
As for the popular concept sectors of "Film and Television Entertainment", "Apple Concept", and "Domestic Software".
After the indexes of various concept sectors rose for a while, they fell back to the flat or slightly falling trend at the midday close, among which the index of the "Domestic Software" concept sector fell by about 0.65%.
Many core hot stocks within these hot concept sectors, such as LeTV, Huayi Brothers, Huace Film & TV, Netspeed Technology, Crystal Optoelectronics, Anjie Technology, Lixun Precision, etc., have shown a trend of high volume and then falling back, or high volume and stagnation. Among them, LeTV continued to explode 500 million in half a day, and closed with a drop of 0.89%, underperforming the major core indexes of the market.
Faced with such a midday closing situation...
The majority of investors in the market are somewhat disappointed, especially those who once chased the high positions of the more popular "concept growth stocks" such as "Apple concept", "film and television entertainment", and "domestic software". At this moment, they began to curse in their hearts.
Moreover, just when everyone was discussing fiercely, they lost the confidence to chase and continue to be optimistic about the main line of the "concept growth stocks".
At 11:38, in the direction of "military industry".
The market news about the restart of "nuclear power" began to blow quickly to the entire market like a gust of wind, attracting the attention of many investors.