Chapter 548: Struggle for Market Dominance (Thirty-Seven)!

"Is it the funds of the 'Yuhang Group' that are driving the market?" Zhou Hui responded, "As we all know, several of the main funds under the 'Yuhang Investment Company' have strong capabilities in the fields of 'infrastructure' and 'military industry'. If you hold a large amount of positions, you also have enough funds to trigger the market and guide the market to break through upward. "

Qin Qiuyue stared at the trading disks of the two cities, pondered for a while, and said: "It's not quite like it. 'Infrastructure' and 'military industry' have moved simultaneously, and the volume of energy has exploded far better than before. At the same time, the volume of energy has continued to be strong, and the range of stocks involved , are also longer-lasting and more extensive than the previous changes. The power of the main funds of the 'Yu Hang System' alone cannot achieve this kind of disk effect. Generally speaking... it is more like the main funds of multiple stocks in the market. , due to combined efforts.”

"Especially the checks from 'China Metallurgical Corporation, China Railway Construction Corporation, and China Aviation Optoelectronics'..."

Qin Qiuyue's eyes brightened, she paused, and continued: "The active buying on the market is really a battle between you and me. Of course... what's more obvious is that when 'Huaguo MCC' just closed the market, the market The multiple large buying orders of 10,000 lots displayed on the website clearly show that the main force is not the same. "

"No matter what kind of main funds are today, the main lines of 'infrastructure' and 'military industry' are leveraged..." Zhou Hui smiled, still quite excited, and said, "In short, it is a good thing for us. ”

Qin Qiuyue nodded and said: "It is true that the market trend has fully shifted to the two lines of 'infrastructure' and 'military industry', then the net value of our fund will usher in a major change. I hope that the current This fire...can burn brighter and longer!"

"Well!" Zhou Hui nodded and said, "After the Shanghai Stock Index jumps over 2320 points, it will almost certainly break through the pressure mark of 2300 points. In this way... many investors who were hesitant on and off the market before should be able to Enter the market or increase your position, take advantage of the investment opportunities on the right.”

"in other words……"

Zhou Hui paused, smiled, and continued: "As long as the Shanghai Stock Index confirms its breakthrough trend, the market's market expectations in the direction of the main board will become stronger and stronger."

"If there is no direct negative impact from the news in the middle."

"I think the Shanghai Stock Index can directly rise to near the rebound high point set in April and May. And if the Shanghai Stock Index can really perform according to this expectation, then as the main core market of the market, 'military industry', The two main areas of 'infrastructure' and a number of core related sectors have at least a market height of about 20%."

"If the expected height of the sector index is 20%, then the major core stocks should have 30% to 50% room for a market height."

"Of course, that's the ideal situation."

"But no matter what, this time, our fund has completely seized the opportunity. It can follow the interpretation of market conditions and reap a large wave of profits from heavy positions. And this... is enough to change the current sluggish net value performance of our fund and allow investors to invest in us." The investor group has regained investment confidence in our institution.”

When Qin Qiuyue heard Zhou Hui's analysis, she smiled happily and responded: "I hope the next market can develop according to our ideal expectations!"

Her confidence in the market outlook is far less than Zhou Hui's.

But there is no doubt that this time, they did seize the best opportunity for market changes, took heavy positions in the changes in market hot spots, and stood on the cusp of market changes. In other words, no matter what happens next, the Shanghai Stock Exchange Index After completely breaking through 2300 points, how much room for rebound can they really create? At least they have a lot of opportunities and initiative in profit harvesting.

Along with the discussion between the two...

At this moment, the time in the trading markets of the two cities has moved to 10:30.

After a full hour of continuous bidding transactions, the market has completely shifted from 'technological growth' to the main board's 'military industry' and 'infrastructure' fields in terms of market trends. At the same time, in terms of volume performance, the time-sharing volume of the Shanghai main board The performance and intraday trading volume also exceeded the Shenzhen stock market.

"Sure enough, market investment is really anti-human."

At 10:31, inside Yuhang Minghui Capital, in the main fund trading room, general manager Xu Zhongji stared at the market of the two markets and couldn't help but sigh: "Let me just say, when the vast majority of investors in the market think that When there are huge investment opportunities in the main line of 'technological growth', this line has become a real bull trap. The market... will not let the vast majority of investors make money!"

"Yeah!" Standing next to Xu Zhongji, fund manager He Hong admired Xu Zhongji very much at this moment. He smiled and said, "Mr. Xu is still great. To put it bluntly, the market is still a zero-sum game after all, and there are real investment opportunities. "

Xu Zhongji smiled and said: "It cannot be said to be a pure zero-sum game. To be honest, there is still a 'value theory' in the financial trading market. However, as a group of investors participating in the market, the weaknesses of human nature are always difficult to overcome. , This is also the essential reason why the market always chases the rise and sells the fall.”

"Fortunately, we resolutely increased our positions in the two sectors of 'infrastructure' and 'military industry' yesterday." He Hong was extremely happy at this moment. "Otherwise, I might not be able to keep up with the changes in the market today."

"The sun always comes after the storm!" Xu Zhongji smiled and continued, "The two main lines of 'military industry' and 'infrastructure' have experienced continuous shocks at the 2300 point position of the Shanghai Stock Index. Coupled with the 'technological growth' A major main line continues to suck blood. After the Dragon Boat Festival, many investors who initially intervened in the market should be able to hold on to their chips until now. There should be very few. For these two lines, this wave of market washing... is really quite thorough. ah!"

He Hong nodded and said: "Indeed, judging from the current market performance, the two lines of 'military industry' and 'infrastructure', the corresponding related concept sectors, and various popular stocks, the market pressure is not great, and the upward pressure is not great." The situation is still very good, which really shows that the internal chip structure of these two lines is quite clean. "

"Same..."

He Hong paused and then said: "This also shows that within these two main lines, there is not much profit margin at the moment. There is quite a lot of space, right?"

"It's natural." Xu Zhongji chuckled, "The Shanghai stock index completely broke through, the 'Technology Growth' line fell back from a high level, and the hype expectations were relatively fulfilled. At the same time, the active capital flow of the entire market fully returned to the main boards of 'Infrastructure' and 'Military Industry' ' field, coupled with the recent continuous adjustment of the 'infrastructure' and 'military industry' fields during the continuous explosion of the 'technological growth' line, it can be said...now the two main lines of 'infrastructure' and 'military industry' , that is, the weather, location, people, and all the conditions for a market outbreak are all present, and the upward market space will not be small. "

"What we need to do now..."

Xu Zhongji smiled and continued: "That is to continue to increase positions as much as possible, not to be afraid of market fluctuations, hold on to the high-quality chips that were finally held until the dawn, and let profits continue to run."

"Continuing to increase positions?" He Hong was slightly startled when he heard Xu Zhongji's last words.

Xu Zhongji nodded and said with a smile: "Since the market trend has proved that our judgment and expected investment direction are correct, why can't we continue to increase our positions?"

"But the weight of our positions in the direction of 'military industry' and 'infrastructure' is already very high." He Hong said, "If we continue to increase our positions, there will be the risk of concentrated positions and single positions."

Xu Zhongji said: "Fund trading cannot completely stick to the rules. The so-called concentrated positions and single positions are concentrated positions in stocks of the same business type, or even the same stock, resulting in subsequent markets targeting this business sector and even this one. "The news of a single stock is significantly negative, or the corresponding 'black swan' event breaks out, causing irreparable losses to the fund, and it does not refer to the scope of the main position."

"Whether it is the line of 'military industry' or 'infrastructure', the concept sectors and industry sectors involved are very wide."

"Although we are making market decisions around these two lines, the underlying targets of the fund's actual positions and the scope of its business sectors are not uniform, which is enough to avoid the risk of extreme 'black swan' events."

"Okay!" He Hong nodded and asked, "In Mr. Xu's opinion, which aspect is better for increasing positions?"

Xu Zhongji stared at the market, pondered for a moment, and said: "Let's just look at the 'China Airlines' and 'Aviation Development' stocks in the military industry, and the 'special steel' stocks in the steel sector. The comprehensive outbreak of 'military industry' and 'infrastructure' stocks Looking at the major industry sectors and concept sectors, these three points are basically the points where the main capital surge is the most obvious, the buying sentiment is the hottest, the active buying volume can gather the largest, and the market elasticity is the best.”

"Yeah!" He Hong continued to respond.

Then, he turned around and quickly issued corresponding trading instructions to other traders in the trading room.

And as his order was issued, and with the sound of the keyboard in the trading room, another tens of millions of major large order funds quickly poured into the 'military industry' and 'steel' sectors, further stimulating the 'military industry' and 'steel' sectors. , 'nuclear power', 'special steel' and other related industry sectors and concept sector index increases.

Similarly, in the Magic City at this moment, inside Zexi Investment Company, the main fund trading room.

After Zhou Kan observed the changes in the overall market conditions, he was shocked and began to suggest to Xu Xiang that he should continue to increase his positions in stocks in the fields of 'military industry' and 'infrastructure'. In the market's 'high-low switching' market changes, he The fastest speed, occupy the active position, and seize excess profits in the market.

In this way, more and more major market institutions are following the trend and increasing their positions to go long.

At 11:02 a.m., the Shanghai Stock Index continued to refresh its intraday high, reaching around 2325 points, and the intraday increase officially broke through the 1% mark.

On the other hand, the Shanghai knuckle is pointing upwards, continuing to break through with moderate heavy volume, without any correction.

The Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium Enterprises Index not only failed to keep up with the gains of the Shanghai Index, but continued to fall modestly, and the gap between the gains of the Shanghai Index and the Shanghai Index became wider and wider.

As for industry sectors, concept sectors other than the index, and the performance of corresponding popular stocks.

I saw that the 'National Defense and Military Industry' industry sector index was soaring and continued to break upward. At this moment, it has reached an increase of 2.75%, continuing to lead the gains of the two cities; after 'National Defense and Military Industry', 'Building Decoration' and 'Building Materials' , 'real estate', 'steel', 'machinery equipment', 'public transportation' and other 'large infrastructure' related industry sectors have also occupied the forefront of the industry sector growth lists in the two cities.

In terms of concept sectors, the concept sectors related to "military industry", such as "military-civilian integration", "Beidou navigation", "domestic large aircraft", "reform and reorganization of state-owned enterprises and central enterprises", are at the top of the concept sector growth list of the two cities, and the daily increase is more than 2%. After these concept sectors, "nuclear power", "special steel", "Shanghai Free Trade Zone", "cement", "same rights for leasing", "commercial real estate development" and other "pan-infrastructure" concepts are also relatively eye-catching.

As for the main direction of "technological growth",

Only "Internet finance" and "e-commerce" still maintain relatively high popularity, able to keep up with the increase of the Shanghai Stock Exchange Index and outperform the market. Other concept sectors such as "Apple concept", "domestic software", "film and television entertainment", and "mobile games" have all risen sharply and then fallen back. The main funds have been fully net outflowed, and the market has been selling in an endless stream. The trend of gradually weakening buying is seriously weaker than the overall market trend, and has become a drag on the entire market. Among them, the "film and television entertainment" concept sector is even deeper into the water and has become the leading concept sector in the two cities.

In terms of popular stocks...

The 20 stocks with the highest attention from investors in the two cities also show a clear polarization trend.

Popular stocks in the fields of "military industry" and "infrastructure", such as "Fushun Special Steel, Beijiang Communications Construction, Tianshan Cement, Hongdu Aviation, China Railway Construction, China Airlines Optoelectronics", etc., all of them are in a state of rapid growth in volume, regardless of large, medium or small caps; and popular stocks in the field of "technological growth", such as "LeTV, Huayi Brothers, Netspeed Technology, Huaqingbao, Changqu Technology, Huace Film and Television, Crystal Optoelectronics, Hengsheng Electronics, Huaguo Software, Inspur Information" and other stocks, are already rarely in the red, among which "LeTV" has fallen by more than 2 points, and Huace Film and Television has even reached the limit down.

At 11:15, after the Shanghai Composite Index hit the highest point of 2327.77 points, it finally slowed down, and the sustained volume of the rapid attack began to decline.

At 11:20, after the Shanghai Composite Index gradually fell into a shrinking sideways state in the intraday performance, it fell from the high point. The ChiNext Index and the Small and Medium-sized Enterprise Index, which had fallen to the level, began to slowly climb and rebound. At the same time, the "Technology Growth" line also ushered in a short rebound trend.

At 11:25, near the midday closing, "LeTV" turned red again from underwater with an indomitable attitude, trying to lead the "Technology Growth" line to further seize the market's liquidity, reverse the intraday decline, and attract the intervention of bargain-hunting funds.

At 11:26, driven by the red turn of "LeTV", the core concept sectors within the scope of "Technology Growth", such as "Film and Television Entertainment", "Domestic Software", and "Apple Concept" all rebounded, but unlike the pursuit of these concept sectors by various funds at the beginning of the session, the rebound at this time, a number of component stocks within each concept sector, including popular concept stocks, all rebounded with shrinking volume, and could not release volume.

At 11:27, the rapidly rising ‘LeTV’ was suppressed by the selling orders on the market, and the upward trend was blocked.

At 11:28, when ‘LeTV’ exploded 630 million in half a day and turned green again, the super large-cap stock ‘Huaguo Construction’ suddenly broke out with extreme buying volume, and continuous large buying orders of 10,000 hands continued to attack on the market, madly pushing up the stock price of this stock.

At 11:29, the check of ‘Huaguo Construction’ increased more than 110 million active buying orders within one minute, and the stock price soared to the 6% increase mark. At the same time, the Shanghai Composite Index continued to rise and returned to the vicinity of 2327 points.

Finally, when 11:30 came, the two markets ushered in the midday closing.

The Shanghai Composite Index was set at 2376.33 points, almost the highest point in the session, and rose by 1.03%, holding the 1% increase mark. However, after half a day of violent fluctuations, the Shenzhen Composite Index only gained 0.17%. As for the ChiNext Index and the Small and Medium Enterprises Index, they turned from red to green in the last minute of trading at noon, closing down 0.12% and 0.23% respectively. Calculated by the opening point, the half-day decline was close to 1%.

Faced with such a closing situation...

At this moment, the vast majority of investors in the market, including countless institutions, hot money, large investors, and retail investors, are extremely shocked. Few people would have thought that the main line of "technological growth", carrying the positive off-market trend and extremely hot investment sentiment before the market, would actually become like this. Even fewer people foresaw that the two main lines of "infrastructure" and "military industry" could achieve a counterattack and lead the market in an all-round way under the low investment sentiment and the low opening situation that was significantly lower than expected.

"Oh my god, today's market trend is really shocking."

Amid the fierce collision of market sentiment, some retail investors gathered in the online investment stock forum expressed their sincere feelings.

"The market style has completely changed. It's amazing and unbelievable."

"Fuck, today's 'Technology Growth' line is really a pit. I don't know how much money has been trapped. It's simply killing people without blood."

"Really... I successfully bought at the highest point."

"Alas, when everyone is optimistic, nothing good will happen. It's really hard to make some money in the stock market!"

"I can't understand why the market trend suddenly turned to 'infrastructure' and 'military industry'? Didn't the 'Technology Growth' line rise well in the morning?"

"Who knows, everyone is confused!"

"What about those people who sang a lot about 'technological growth' this morning? Their faces are probably swollen, right?"

"I have to say, Mr. Su is still awesome!"

"I've said it a long time ago, there will definitely be meat to eat if you follow Mr. Su, haha... Mr. Su is still reliable. What's 'technological growth', what's 'Shanghai is weak and deep is strong', what new investment concepts... Facts have proved that it's all bullshit. The only way to achieve success is to follow Mr. Su’s 'road to wealth'!"

"Indeed, hey... you shouldn't hesitate. The check from 'Fushun Steel' hasn't kept up."

"Facts have proven that only 'big infrastructure' can drive the market, hehe... Today the Shanghai Stock Index has risen above 2320 points in one breath. In this situation, both volume and price have risen. It is a perfect substantive breakthrough form. The Shanghai Stock Index should not Let’s go back to 2300 o’clock, right?”

"Judging from the market situation in the morning, the two main lines of 'big infrastructure' and 'military industry' have formed a siphon effect on other areas of the market, especially the 'technological growth' line. Depending on the situation, adjustments are inevitable. This wave...the Shanghai Stock Index has definitely achieved a substantial breakthrough.”

"The pressure of 2300 points has passed. Let's look at 2400 points later!"

"The market trend focused on 'big infrastructure' is back. I feel that this wave will see the Shanghai Stock Index hit 2,500 points again."

"Indeed, today's 'big infrastructure' has made a comprehensive change, which is definitely a substantial breakthrough. After all, 'Huaguo MCC, Huaguo Construction, Huaguo Railway Construction, Huaguo Communications Construction' and other super large-cap stocks with Chinese prefixes are all comprehensive The abnormal movement shows that...the real core major institutions in the market have begun to fully enter the market.”

"Mr. Su's prediction has come true..."

"Once the pressure of 2,300 points is over, investors who are lingering and hesitating on the sidelines will also speed up their entry, right?"

"Definitely, I can't help but want to increase my position."

"It's still the Shanghai Stock Index's breakthrough that boosts the momentum. Small and mid-cap concept stocks don't have this kind of momentum even if they rise to the sky."

"It's necessary. Whether the market is good or not, the final position must be on the Shanghai Stock Exchange Index. The height of the Shanghai Stock Index truly determines the market's height and space."

"Today, the Shanghai Stock Index should be able to hit a big positive line, right?"

"Without a doubt, for sure."

"Haha... I'm really looking forward to the opening session in the afternoon. I have a hunch that the session in the afternoon will definitely be more intense."

"Speaking of the 'technological growth' line, is there any hope? The market is so divided and the pace is wrong. It's really uncomfortable."

"There is little hope. The trend of 'technological growth' this morning is really ugly."

"I think there is no hope at all. Let's close the position and stop the loss as soon as possible, otherwise it will definitely get deeper. After all, too much money was invested today. With so much trapped funds, the time to digest and adjust will definitely not be short. You Think about it, on the one hand, the adjustment has just ended and the uptrend has restarted; on the other hand, after the huge hype, the mood is exhausted and profit-making selling orders have poured out. It has just entered the adjustment state. It is not very obvious which side to buy and which main line direction to buy. Something?"

"The market trend is unstoppable. Since the market trend has reversed, I don't think there is any need to go against the market trend."

"The market trend proves that only Mr. Su is the 'god' of this market!"

"Holy shit, looking back now, Mr. Su's previous prediction was so awesome that it really exploded."

"As the news that the Shanghai Stock Exchange Index completely breaks through 2,300 points continues to ferment on and off the market, and as more and more 'right-side investors' enter the market, there should be more institutional groups taking the initiative to enter the market for Mr. Su's 'Yu Hang' Is it because funds are used to increase positions in the direction of 'infrastructure' and 'military industry'?"

"I have to say that the extreme changes in the 'Chinese Architecture' at the last minute of noon are not simple."

"Indeed, the amount of buying that broke out in that minute was truly terrifying."

In the midst of heated discussions among the vast retail investor groups gathered in online stock forums and communities, driven by the huge profit-making effect of the main board's 'infrastructure' and 'military industry' sectors gathered throughout the morning, market investment sentiment and expectations also began to move toward the main board. The direction of the 'infrastructure' and 'military industry' fields has changed sharply.

Similarly, at this moment, Su Yue was in the main hot money group of Yuhang.

After a brief review, the investment expectations and corresponding speculation directions of many large hot money investors have also changed sharply.