Chapter 543: Struggle for Market Dominance (Thirty-Two)!

In the trading room, while everyone was talking, the time had already entered 3 o'clock in the afternoon, and the two markets welcomed the closing.

After the fierce fluctuations in the last ten minutes of the closing, the Shanghai Composite Index was finally settled at 2302.74 points, up 0.32%, while the Shenzhen Composite Index and the ChiNext Index rose by 0.29% and 0.33% respectively.

From the closing results of the major indexes.

Although the Shanghai Composite Index failed to stand above 2310 points and did not form a substantial breakthrough, it still closed above the psychological barrier of 2300 points, and completed the low-opening and high-closing market pattern, which further extended the market expectations for this round of rebound, and also gave the market investors more expectations for the future market.

Although the Shenzhen Composite Index, ChiNext Index, and Small and Medium-sized Enterprises Index, several major market indices, had the same intraday increase as the Shanghai Composite Index, their intraday amplitude was far greater than the Shanghai Composite Index. At the same time, the market's intraday trading volume was also obviously biased towards the Shenzhen Stock Exchange, which shows that in this direction, there has been an obvious trend of large-scale stagflation.

Therefore, judging from the comprehensive closing results...

Although the growth rates of several core indexes tend to be consistent, the market signals they express and the corresponding market outlook expectations are completely different.

"Shenzhen Index and ChiNext Index have been up for seven consecutive days!"

Faced with such closing results, some retail investors gathered in major online stock investment discussion forums sighed: "The market has been developing along the 'ChiNext'. This view should be no longer in doubt, right? The pattern of 'weak Shanghai and strong Shenzhen' should have been fully formed."

"In the past week, the ChiNext Index has been really strong."

"Many core concept growth stocks in the ChiNext and SME boards have rebounded by 30 to 40 points this round, right?"

"In the 'Film and Television Media' sector, many hot stocks have rebounded by 30 to 40 points this round. Alas... it's a pity that I didn't catch it."

"The ChiNext Index fluctuated so much today, but it still ended up in the red, which is really strong."

"It is estimated that the market The market is really going to play out the trend of the second half of last year. "

"To be honest, judging from the K-line pattern alone, the trend of the ChiNext Index is much better than that of the Shanghai Composite Index. It is also natural that the market is concentrated in the field of "growth stocks" in the ChiNext and SME boards. Unfortunately, I realized it a little late and didn't get any meat from chasing positions. "

"The transaction volume of the 'LeTV' check has exceeded 1 billion for two consecutive trading days. It's really scary. "

"This check should continue to rise sharply, right? After all, the bullish trend in the K-line pattern has emerged. "

"There is only one K-line left to completely open the opening of the Bollinger track. Wait for the trend to be confirmed tomorrow, Friday. If it continues to rise, then you can participate boldly. "

"The transaction volume of the 'LeTV' check is so large today. I don't know what is on the Dragon and Tiger List. performance?"

"Looking at the flow of funds on the market, today the main force is buying crazily, and small and medium investors are selling crazily. Do you think that the institution two days ago is still increasing its position today?"

"Are you crazy? It's still increasing its position?"

"It's hard to say. It feels that the main force of the big institution involved in "LeTV" may have obtained some internal information and has lofty ambitions."

"I don't know if Mr. Su continued to sell the chips of the "LeTV" check today."

"Mr. Su has been selling for several days in a row. He shouldn't sell again today, right? But the trend of the "Huace Film and Television" check today is worrying."

"Hey, indeed, the brightness of the "Film and Television Media" sector fell sharply today, all because of the "Huace Film and Television" check. "

"I thought this check would become the relay leader of the "Film and Television Media" sector, Unexpectedly... not only did it fail to reach the 4th board, but it even hit the limit down during the trading session. "

"Looking at the 'Huace Film and Television' check now, it should be useless, right?"

"It is definitely useless, and it is estimated that Mr. Su has sold a lot of this check today, otherwise this check would not have fallen so badly. "

"But after this check hit the limit down today, the funds that finally saw the board should not be underestimated. "

"In general, the 'film and television media' line is actually quite chaotic today, and it feels that the main funds in this field have a lot of differences. "

"Yes, the main differences in the main lines of the entire 'film and television media', 'Apple concept', and 'domestic software' are actually not small. On the contrary, the main funds in the two major concept sectors of 'Internet finance' and 'e-commerce' have relatively consistent expectations, and the market feels that it will continue. "

"Indeed, the 'Hengsheng Electronics' check is really strong today. "

"Hengsheng Electronics' is expected to hit the board tomorrow. The hype logic of this check should be clear now, right? ”

“The concept of ‘Internet finance’ plus ‘Alibaba’, the entire ‘Internet finance’ sector and the ‘e-commerce’ sector, are basically driven by this check. There is no doubt that… this check is the core leader of these two concept sectors. It is certain that it will continue to rise, but it is hard to say how much room there is to go up. ”

“The check ‘Hengsheng Electronics’ has good concepts and expectations in all aspects, but the plate is relatively large. ”

“Ah, indeed, the circulating plate is too large, which is not conducive to the continuous relay of funds in the market. ”

“Relatively speaking, the elasticity of Yinjie Technology, Shanghai Steel Union, and Huake Jincai is obviously better. ”

“Is no one paying attention to the check ‘Fushun Special Steel’? I think if we talk about the core hot stocks in the market today, this check is definitely one of them. ”

"I agree. The Shanghai Stock Exchange Index can stand at 2,300 points today, leaving good room for imagination for subsequent trends. At the same time, this check is indispensable for the recovery of the 'military industry', 'steel' sectors, and even the entire 'big infrastructure' field." Judging from the market trend in the afternoon, this check really saved the market twice. "

"'Fushun Special Steel' is still far inferior to the check of 'Hengsheng Electronics' in terms of concept, performance expectations, and even other aspects of imagination, right? And this check has the same shortcomings as the check of 'Hengsheng Electronics', then The circulating supply is very large, close to 10 billion, and I doubt whether the current market can pull it off.”

"Isn't LeTV also close to 10 billion in circulation?"

"The situation between the two is still different, but...the 'military industry' and 'large infrastructure' are picking up today. To be honest, it is worth noting."

"The directions of 'military industry' and 'large infrastructure' are the directions of President Su's core positions!"

"Not only 'military industry' and 'big infrastructure', in fact, the 'Internet finance' that is rioting today is also the core holding field of Mr. Su. According to the observation of the previous Dragon and Tiger List data, the main fund of the 'Yu Hang Series' managed by Mr. Su, The weight of positions in the field of 'Internet finance' is definitely not low."

"Is Mr. Su's previous prediction going to come true?"

"At least for now, the market's subsequent trend, no matter where a breakthrough is, is possible."

"In the field of 'big infrastructure', in fact, 'building decoration', 'building materials', 'real estate', 'steel' and other industry sectors have some expectations of 'difficulty reversal', and the K-line trend is not bad, that is, 'big infrastructure'" The scope and market value of the concept stocks in the infrastructure line are too large. I have serious doubts about whether this line can be raised with the current market capital volume and investment enthusiasm.”

"In fact, although the volume of the 'big infrastructure' line is large, the upward pressure is not as great as imagined."

"In April and May, this line could have such a big market explosion. I believe it is possible now after sufficient adjustments."

"On the contrary, the main line of 'concept growth stocks' on the small and medium-sized board and GEM board with 'LeTV' as the core has been so divergent for two consecutive days, which makes people feel very uneasy. Logically speaking... the position of this line is compared to last year. In fact, it’s not too high. There’s no reason for the upward pressure to be so high!”

"I think whether it's 'big infrastructure', or 'film and television media', 'smartphone industry chain', 'mobile Internet' and other 'concept growth stocks' main lines, the expectations are actually not bad, it's just the 'concept growth stocks' line The chip structure doesn’t feel as clean as the ‘big infrastructure’ line.”

"What do you mean? The major areas of 'conceptual growth stocks' have been adjusted for almost half a year, and the chip structure is still not clean?"

"Whether the chip structure is clean depends not on how long it has been adjusted, but on the specific internal positions. According to the first quarter reports of many individual stocks in this field, as well as last year's annual report, the main line of 'conceptual growth stocks', although Full calculations have been made, and adjustments have been made for almost half a year. However, many large internal institutions and industrial investment institutions that have intervened last year have not reduced their positions to clear their chips, and many major institutions are still increasing their positions at low levels. In contrast, in the field of 'big infrastructure', There are basically no major institutions holding positions in the public’s core weight stocks.”

“Isn’t it a good thing if there is a major market trend and institutional holdings are large?”

"A good thing? Not necessarily!"

"It depends on how you look at it. If the stock prices of a number of core stocks in the major main line fields are at historical lows, and the expectations are strong, and the main institutional players are unanimously bullish on a large scale, it is naturally a good thing, but the 'smartphone industry chain',' The two lines of mobile Internet have been speculated in the market for two or three consecutive years. Many institutions intervened early and at a very low cost. This will have a negative impact on the main institutions that will intervene later, such as this year or the main funds that intervene now. Constraints have been formed, and because the expectations of these two lines have not been fully realized, and the stock price has not been adjusted sufficiently, it seems that the market divergence is quite large. Without a step forward, every time a little space is opened, a huge amount of funds is required to undertake it. ”

"Similarly, in the direction of 'big infrastructure', since the main funds of institutions have basically been cleared, all that is silent on the market are retail chips. The newly intervened main funds can easily guide the market based on their financial advantages, especially when there are corresponding This is also the reason why the main line of 'big infrastructure' with such a large market capitalization was able to have such a sharp market trend in April and May. "

"So...compared with the 'concept growth stocks' line of the Small and Medium-sized Board and GEM, and the main line of 'big infrastructure', is it easier to rise?"

"You can't say that. It depends on whether the core sectors of 'conceptual growth stocks' can shrink and stabilize after a rapid increase in volume. If they can shrink and stabilize after a rapid increase in volume, then there is still room for growth. , Sigh... Generally speaking, at this stage of the market, the differences between the main funds on the market are actually greater than we all imagined. The specific direction has to wait for further confirmation from the market. "

"Let's look at the Dragon and Tiger List first. There is no actual buying and selling data to support it, and empty analysis is of no use."

Amid heated discussions among the entire market investor group...

At 5:30 p.m., the Dragon and Tiger List of the two cities was refreshed, and a total of 22 stocks were listed in the two cities, including Huace Film & TV, Ciwen Media, Wentou Holdings, LeTV, Hengsheng Electronics, Shanghai Steel Union, and Fushun Special Steel. The trading seat associated with the main funds of the "Yuhang system", "Fortune Road", also made the list in succession, ranking among the buying and selling trading seats of 4 stocks, which shocked many investors in the market who paid attention to this trading seat again.

"Sure enough, "Huace Film & TV" was smashed by Mr. Su's "Fortune Road" today, with a net sale of more than 28 million!"

"Mr. Su is still selling on the stock of "LeTV", speechless..."

"Look at the two checks of "Hengsheng Electronics" and "Fushun Special Steel". Mr. Su bought a lot of money on these two checks. Among them, the check of "Fushun Special Steel" actually bought 110 million!"

"Fuck, Mr. Su's "Fortune Road" is still as good as ever!"

"Pay attention to the front The purchase volume of the institution that appeared two days ago and today is no less than that of Mr. Su's "Fortune Road"! "

"Fuck, there are actually three institutions with net purchases on the Dragon and Tiger List of "LeTV". "

"It's crazy, and the net purchase amount of the three institutions is more than 100 million. No wonder... No wonder LeTV did not fall despite the violent fluctuations. The institutions jointly bought in large amounts. How can it fall? "

"I feel that "LeTV" will definitely rise in the future. "

" 'Shanghai Steel Union' is also on the list. Can you believe that this old demon stock has also been bought by institutions! "

"Why, institutions can't buy it? I think it's good. According to the net buying volume analysis of the market's Dragon and Tiger List data, the core market is still in the field of small and medium-sized growth stocks. In addition to active institutions, there are also many well-known hot money participating today. "

"This Dragon and Tiger List data proves that the overall profit effect of the market is still quite strong, and there is no need to worry too much about the future market."

"Mr. Su's "Wealth Road" has been very active recently!"

"It is obvious that Mr. Su is selling the chips of the "film and television media", "smartphone industry chain", "mobile Internet" and other "concept growth stocks" main lines that were lurking in the early stage, and focusing on increasing the chips of "military industry" and "infrastructure" in traditional fields. I just don't know that the field of "Internet finance" also belongs to the main line of "concept growth stocks". Why does Mr. Su continue to increase his position in this line at a high level when he is optimistic about traditional fields? ”

“Mr. Su bought ‘Hengsheng Electronics’, maybe he didn’t fancy the concept of ‘Internet finance’, but the expectation of ‘Alibaba’ going public? Hey… Several hot stocks in the ‘e-commerce’ line that exploded today, such as Sanjiang Shopping, Pegasus International, Xinhuadu, Small Commodity City, and Shengyibao, were not on the Dragon and Tiger List. I can’t see who closed the board of these stocks today. I always feel that Mr. Su may have a large-scale increase in positions in the entire line field today. ”

“No, Mr. Su can’t attack so many main lines at the same time!”

“It’s hard to say. After all, the size of several main funds under the ‘Yuhang System’ is really large. According to the principle of institutional holdings, they should not be concentrated on a certain main line.”

“Today’s Dragon and Tiger List is generally in line with expectations. The only ones that are slightly beyond expectations are ‘Hengsheng Electronics’, ‘Fushun Special Steel’, and ‘LeTV’. ”

“Pay attention to the trend of these three stocks tomorrow. Maybe the trend of these three stocks can change the direction of the market.”

“I hope the Shanghai Composite Index can be firmer tomorrow and hit a big positive line.”

“If it stays sideways for a long time, it will fall. The Shanghai Composite Index has been here... It has really been fluctuating for a long time. If it doesn’t break through, I’m afraid that the market sentiment will be completely dispersed. At that time, we have to go down to find new support.”

“Indeed, it is very annoying that the Shanghai Composite Index stays sideways here. Fortunately, there are always hot concepts to do, and the market’s money-making effect is not bad. Otherwise... I feel that the index should have fallen back long ago. Alas... I also hope that this wave can really go up. Everyone has been looking forward to the bull market for a long time! ”

While everyone continued to discuss intensely based on the updated Dragon and Tiger List data, and expressed their own analysis and opinions.

In the mouths of well-known fund managers in the asset management industry, in the opinions of major chief investment consultants and analysts of securities investment institutions, in the analysis of influential financial media and stock commentators, everyone is still brainlessly singing the market, and at the same time... they are increasingly optimistic about the main line areas of "growth stocks" such as "smartphone industry chain", "mobile Internet", "film and television media", "Internet finance", and "e-commerce", expressing that under the weak economic growth, the vast incremental market in the emerging industry field may be the antidote for economic development.

To In today's trading, the "steel", "military industry" and "nuclear power" sectors once performed well.

In the eyes of the chief investment consultants, chief analysts, well-known fund managers and stock commentators of well-known institutions in the market, it is a pile of "sunset" scrap metal, and the growth and performance are completely unpredictable, the information disclosure is extremely opaque, and there is no sustainable investment value. In the historical performance of market development, it has long been falsified as a "junk" investment sector. Few people really dig deep at this time, pay attention to these traditional investment areas called "sunset" industries, and firmly believe in these areas.

And it is in this emotional evolution and the overall investment view orientation of the market that the market has changed.

In the evening, the US stock market continued to open higher and move higher, and a number of well-known "technology stocks" in the market continued to show a strong trend, which added fuel to the hearts of the investment groups in the domestic market who tend to be in the emerging industry field, and tend to be in the direction of "growth stocks" such as "smartphone industry chain", "mobile Internet", and "film and television media".