Chapter 546: The Battle for Market Dominance (Thirty-Five)!

Finally, at 9:25, the call auction of the two markets ended.

The Shanghai Composite Index was set at 2303.56 points, up 0.04%, showing a flat opening; the Shenzhen Composite Index and the ChiNext Index opened 0.59% and 0.89% higher respectively. Judging from the opening of the index alone, the entire A-share market has a very obvious trend of "weak Shanghai and strong Shenzhen".

"Oh my God! Why is the Shanghai Composite Index so weak!"

Seeing the market opening situation like this, the investors gathered in the discussion area of ​​the trading platform sighed at this moment.

"It's not weak to be able to close slightly in the green, at least it opened at 2,300 points."

"Compared with the Shenzhen Index, the ChiNext Index, and the SME Index, the Shanghai Index is very weak. Alas... Yesterday's 'military industry', 'steel', and 'nuclear power' sectors all failed to show a sustained money-making effect. It seems that the 'technological growth' line has clearly become the core line of the market."

"Even the 'Fushun Steel' check did not generate enough emotions and expectations, so there is naturally no hope for the 'steel' and 'military industry' lines."

"Sure enough, the strong will always be strong! 'LeTV' can still rise."

"Market sentiment is all on the 'technological growth' line. I feel that the market will continue to run wild on this line in the future?"

"ChiNext Index , Shenzhen Index, this performance is already a very obvious breakthrough trend, right? "

"The 'GEM' has returned as the king, and the market situation in the second half of last year is likely to be repeated."

"If the Shenzhen Index and the GEM Index want to form a substantial breakthrough trend, they have to continue to confirm upward, right? However, looking at the results of the opening call auction trend, the market is indeed developing around the main line of 'technological growth', and the two major indexes form a substantial breakthrough trend, which should still be a high probability. "

"There is no doubt that at this time, the main board should be abandoned, and the layout of the 'technological growth' line should be the main focus. "

"Looking around, the current market industry sector and concept sector growth list are all 'technological growth' related concepts. Under this situation, the trend after the official opening is very easy to foresee. "

"Indeed, However, the performance of the Shanghai Composite Index does not seem that bad. "

"Today, the overall market sentiment is still good. Although the main market hotspot is the "technological growth" in the small and medium-sized market, the Shanghai Composite Index also feels that it has the momentum to break upward. At least... the 2,300 point position will definitely be able to stand firm. In fact... I would say that at this time, whether it is buying stocks on the "technological growth" line or buying stocks in the traditional industries of the main board, the future market outlook is not bad. "

"I don't think that, overall, the market is still in a situation of stock game, and as long as it is still a situation of stock game, there will be no so-called continuous incremental funds off-site in the market, so... when the stock funds are certain, the "technological growth" line occupies too much market liquidity, and the traditional industries of the main board, There will inevitably not be enough active funds to support its liquidity, and naturally there will be no sustained money-making effect. "

"I agree. In short, since the market has already made a choice of direction on the main line, we just need to follow it."

"According to the previous market dragon and tiger list data, it can be known that the core main holdings of Mr. Su's "Fortune Road" seat should still be in the traditional industries of the main board, especially in the field of "big infrastructure", right? Moreover, Mr. Su made a statement two days ago, publicly optimistic about the development of the market in the direction of the main board. Now... the market trend has completely turned in the opposite direction. Does this mean that Mr. Su's market views are not necessarily correct? "

"Not only a few days ago, just yesterday, Mr. Su's "Fortune Road" was still increasing its holdings in Fushun Special Steel and increasing its holdings in the direction of "infrastructure." "

"To be honest, this wave of Mr. Su's choices is a bit incomprehensible."

"I don't understand it either. We can all clearly perceive the market's hot spots, which are always biased towards the line of "technological growth". There is no reason why Mr. Su doesn't understand it! "

"If the investment logic of the big guys is so easy to understand, then they are not big guys. ”

“But it is obvious that for the time being, there will be no market for the ‘big infrastructure’ line!”

“It is not that there will be no market for the ‘big infrastructure’ line, but it is difficult for large-cap blue chips in the traditional investment field of the main board to have a sustained profitable market. The entire ‘big infrastructure’ field, such as ‘Shanghai Construction Engineering, Tianshan Cement, Northern Xinjiang Communications Construction, Pudong Construction, Chongqing Development, Capital Capital, Financial Street, China Fortune Land Development…’ and other small and medium-cap stocks, are still performing very well, not worse than the ‘technological growth’ line.”

“But it is obvious that the active buying activity in the ‘big infrastructure’ direction and the overall net inflow of main funds in recent days are completely incomparable to the ‘technological growth’ line.”

“The reason why President Su has always insisted on investing in the ‘big infrastructure’ line is probably because it is difficult to turn around when the ship is too big? "

"Not necessarily. President Su had been aggressively buying up shares the moment the market's big news about 'film and television media' came out. It can't be said that it was the problem of 'it's hard to turn a big ship around' that caused the 'Yuhang Group' headed by President Su to be so firmly optimistic about the 'big infrastructure' direction, while despising and ignoring the main theme of 'technological growth'. "

"Then what are the main reasons for the trading operations of the 'Yu Hang Group' in recent days? Is it true that in terms of trading cognition, the 'big infrastructure' line is more important than the 'technological growth' line? Has the potential for a market explosion, or investment potential?”

"That's the only way to explain it!"

"If the market's main trend completely shifts towards the direction of 'technological growth', will Mr. Su's 'road to wealth' fall from the altar and its influence be greatly reduced?"

"That's for sure. It is estimated that the performance of Mr. Su's funds will also be greatly affected."

"Sure enough, there is no real god in the market!"

"No, although the current market sentiment and discussion are almost all on the line of 'technological growth', why do I always feel that it is difficult to continue to create market space on this line!"

"I feel the same way, but I can't explain why."

"I agree. If you look at the market clearly, you can see at a glance the core concepts of 'Internet finance', 'e-commerce', 'Apple concept', 'film and television entertainment', 'mobile games', and 'domestic software', which are the main areas of 'technological growth'" The trend of the sector is very strong, and the related core popular concept stocks have opened slightly beyond expectations, but I just feel that the risk of this line is very high, and it is very difficult to make money by getting involved.”

"Fear of heights is actually quite normal."

"However, in fact, judging from the past trends of market history, the strong will always be strong and the weak will always be weak. This is the norm. Fear of heights and risk is the fundamental reason for our losses."

"To put it bluntly, as a loyal fan of Mr. Su, before the 'technological growth' line has a complete breakthrough in technology, I still insist on following Mr. Su's 'wealth road' operation, hehe... I I can’t believe it. The Shanghai Stock Index has been trading here for so many days, digesting so many free chips near 2300 points, and stabilizing the situation. If we don’t adjust downward, the great breakthrough opportunity will be wasted!”

"Yes, as long as the Shanghai Stock Index breaks through upward, even if the market will lag slightly behind the Shenzhen Stock Exchange Index and the ChiNext Index, the 'big infrastructure' line, with such a good trend pattern, will inevitably move in the future. Although the strong will always be strong, But in such a situation, there is nothing wrong with buying the bottom and lurking.”

"Yesterday, the market almost completed the 'high-low switching' trend in the short-term market. Maybe... will this style continue today?"

"In general, the opportunities in the 'technological growth' line are greater than those in the traditional investment areas of the main board, especially in the 'big infrastructure' related sectors. But on the other hand... the direction of the 'big infrastructure' line is, in Suzhou's case, The influence of the "Fortune Road" and the continued optimistic attitude of the "Yu Hang Group" of major funds are not without market trends. "

"The opening was good, but in fact, the market divergence has not disappeared."

"After the official opening, we will observe and observe again. I always feel that today's market trend will definitely not be simple."

"Pay attention to the trend of popular concept stocks such as 'Fushun Special Steel, Beijiang Communications Construction, LeTV, Wangsu Technology, Lixun Precision, Shanghai Steel Union, Hengsheng Electronics, Sanjiang Shopping, and Pegasus International'. I feel that the opening ten Within minutes, the trend of these tickets will quickly determine the trend of today’s market.”

"It makes sense. The trend of the market depends on the concept leader. The trend of these popular concept stocks will be very critical for the market today."

"China Railway Construction, China MCC, China Aviation Optoelectronics, and China Fortune Land Development, which are core weight stocks in the fields of 'big infrastructure' and 'military industry', all had obvious changes in their intraday trends yesterday. We need to pay special attention to them today. , if these votes add up and continue yesterday's market trend, then I feel that the main direction of the market is still biased towards 'big infrastructure'. At the same time... the probability of the Shanghai Stock Index fully breaking through the 2300-point pressure level today will also increase significantly. "

"Hey, I hope, no matter which direction the market breaks through, the most important thing is to quickly stand firm at 2,300 points and create a new index height space. After all, only when the index really goes up, will market investment confidence be really established, and Only then can there be a steady stream of incremental funds entering the market.”

"I agree, so it is meaningless to argue about the main trend of the market."

"I don't have so many ideas. I just think that in the worst case scenario for the market, the index should not fall much at its current position. So... light on the index and heavy on individual stocks, I think this is the best investment strategy at this stage. , and for individual stocks... naturally, I will chase whichever one has a strong trend. "

Accompanied by intense discussions among many retail investor groups, as well as rapidly refreshing posts in the discussion area of ​​the trading platform.

The brief five-minute suspension time passed in a blink of an eye.

I saw the time hand quickly turning to 9:30, and the stagnant market of the two cities ushered in drastic changes in just five minutes of emotional brewing.

With the eyes of tens of millions of investors gathering, the market has just begun to change.

The main line of 'technological growth' covers areas such as 'Internet finance', 'e-commerce', 'Apple concept', 'film and television entertainment', 'mobile games', 'domestic software', 'mobile payment', A number of popular concept sectors such as "Smart City" have risen rapidly, and their related popular stocks, such as LeTV, Wangsu Technology, Huayi Brothers, Hengsheng Electronics, Oriental Fortune, Huake Financial, and Shanghai Steel Union , Lixun Precision, Crystal Optoelectronics, Tianyu Information, Changqu Technology, Huaqingbao, Huace Film and Television, Cultural Investment Holdings... and other stocks have also been frantically absorbing the active follow-up capital flow of the entire market, and there were early trading Explosive volume boosts the trend.

Then, at 9:31, Huace Film & TV, which had opened much lower, turned red instantly. LeTV, which ranked first in the two cities' investor attention list, also saw a 20 million-share explosion in one minute, and the market rose rapidly to the 2% mark, setting a new high for this round of rebound.

At 9:32, three GEM core weight stocks, Netspeed Technology, LeTV, and Oriental Fortune, rose simultaneously, driving the GEM index to jump over the 1% mark in intraday trading. At the same time, because the entire line of "Technology Growth" and other concept sectors were sought after by active funds in the market, the Shenzhen Index and the Small and Medium-sized Enterprise Index also passively followed the GEM Index to rise rapidly, further widening the gap with the Shanghai Index.

At 9:33, when the Shenzhen Index, ChiNext Index, and SME Index absorbed the entire market's active capital flow and attacked comprehensively, the Shanghai Index did not rise but fell. In just three minutes, it fell through the 2,300-point mark again, turning from red to green and falling to the underwater position in the market. At the same time, the gap between the intraday increase of the strongest ChiNext Index and the strongest ChiNext Index widened to more than 1%.

At 9:34, with the entire "technological growth" main line siphoning the market's active capital groups, the "military industry" and "steel" sectors that performed well yesterday also quickly retreated and fell underwater. Among them, the core hot concept stocks in the "big infrastructure" field, "Fushun Special Steel and Beijiang Communications Construction", which were highly expected by everyone, also fell back rapidly with large volume under the obviously high opening trend, and the market was full of selling orders.

At 9:35, LeTV's increase hit the 3% mark, and the transaction volume exceeded 130 million.

At 9:36, ‘Huace Film and Television’ suddenly rose at full speed, and the increase jumped from the position of barely turning red to around 5%.

At 9:37, the increase of the entire concept sector of ‘Film and Television Entertainment’ rose to about 1.5%.

At 9:38, in the entire ‘Technology Growth’ main line, the 20 hot concept stocks with the highest attention from market investors all achieved a situation of rising in the red market.

At 9:39, the ChiNext Index continued to refresh the intraday rebound high, refreshing the intraday increase to 1.25%.

At 9:40, the Shanghai Composite Index fell all the way and touched the 2295 point mark again. At the same time, whether it is the market investment sentiment or the main attack direction of the active capital group in the market, it has been fully transferred to the main line of ‘Technology Growth’, and the entire market industry sector and concept sector increase list is almost completely occupied by the relevant industry sectors and concept sectors of the main line of ‘Technology Growth’.

At 9:41, the 'Film and Television Entertainment' concept sector surged to 2%, and LeTV's surge reached the 5% mark, while the intraday turnover exploded to 230 million.

At 9:42, the entire market saw a full-scale explosion of 'Technology Growth' stocks, and the corresponding popular concept stocks opened high and closed high, madly absorbing major funds from all parties, with active buying orders emerging in an endless stream, and the increase was getting higher and higher. The vast number of investors who paid attention to the market thought that today's market style had been determined, and they all thought that the weak Shanghai Index and the traditional investment main line areas related to the main board would not have any outstanding performance.

At 9:43, after 13 minutes of adjustment, the intraday increase of ‘Fushun Special Steel’, which had already slipped from a high opening to a flat position, suddenly and rapidly broke out with a continuous large buy order of 10,000 lots, and this huge buying capital directly pushed up its stock price madly at a lightning speed. In just 30 seconds, it actively bought more than 50 million, pulling the stock price from a flat position to a rise of nearly 7 points.

At 9:44, ‘Fushun Special Steel’ briefly adjusted around a 7% increase, and then continued to move upward, hitting the daily limit without hesitation.

At 9:45, ‘Fushun Special Steel’ reached the daily limit and sealed the daily limit, with a turnover of 139 million.

At 9:46, driven by the daily limit of ‘Fushun Special Steel’, a number of related hot concept stocks such as ‘Beijiang Communications Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Chongqing Development, China Fortune Land Development, Shouchuang Shares, Bayi Steel, Valin Steel…’ also followed suit and rose in volume. Among them, ‘Beijiang Communications Construction’ attacked quickly, and the trend also showed an upward straight line, instantly reaching the 5% increase mark.

At 9:47, driven by a number of hot concept stocks, the ‘steel’, ‘military industry’, ‘real estate’, and ‘building materials’ sectors quickly turned red from underwater, and the Shanghai Composite Index also rose rapidly and returned to 2,300 points.

At 9:48, ‘Beijiang Communications Construction’ closed the daily limit, and the intraday transaction volume also exceeded 100 million.

At 9:49, Hongdu Aviation in the ‘military industry’ concept sector led the rapid rise, and at the same time, the ‘nuclear power’ sector turned red and rose.

At 9:50, when everyone was surprised by the unusual movements of the hot concept stocks in the two major fields of "big infrastructure" and "military industry" on the main board, and before they could fully react, the core weight stocks in the fields of "infrastructure" and "military industry", "China Railway Construction", "China Metallurgical" and "China Aviation Optoelectronics" also moved suddenly, with an active buying volume of more than 10 million every ten seconds, rising straight up. At the same time, the stock price increase of the three checks also quickly jumped to the top of the real-time increase list of the two markets.

"What's going on?"

Faced with the market's alternating evolution in just 20 minutes since the market opened, at this moment, Chen Shen, Gao Yixiang, Wang Jinglun, who were responsible for watching the market, and Liu Ziliang, the general manager of asset management business who was responsible for formulating trading strategies, were all stunned and completely unable to understand.

Of course, at the same moment, Yuhang, inside Yuhang Investment Company.

In the main fund trading room, Su Yu stared at the changes in the market at this moment, and his originally calm face could not help but reveal a very surprised look.