Chapter 554: Struggle for Market Dominance (Forty-Three)!

"There is also the check from 'China Railway Construction', and Mr. Su's 'Fortune Road' has also intervened."

"I have to say, the 'China Railway Construction' check list is really exciting, a truly luxurious lineup, not only the 'Fortune Road' of Mr. Su, but also the 'Chunhui Road' of Alliance Leader Zhang, There is also Mr. Liu's "Beiyuan Avenue", and... institutions are also involved. In addition to a few big guys, two institutions have bought a total of 216 million in funds. Damn it, this is really the most luxurious thing I have seen this year. It’s on the dragon and tiger list.”

"Among those two institutions, one should be an associated seat of Mr. Su's Fortune Road, right?"

"It doesn't seem to be the case. Judging from the historical buying records, these two institutions have nothing to do with Mr. Su's 'Wealth Road'. There is a high probability... that they are the 'National Team' or other large institutions, right?"

“Chengjin and Huijin have dedicated seats, so they shouldn’t be ‘national teams’, right?”

“There are more than just two big guys, namely, Chengjin and Huijin, in the ‘national team’ at the venue, so...it’s impossible to judge just by looking at the seats.”

"Whether it is or not, the two lines of 'infrastructure' and 'military industry' today are absorbing a lot of incremental funds."

"Yes, the net inflow of funds from these two main lines today is huge!"

"Whether it is analyzed from today's market trend or from the current Dragon and Tiger List data analysis, it is certain that the market has already formed a transformation in market style."

"Switch between high and low, or switch between two and eight?"

"Currently, there are more signs of 'high-low switching'. As for the '28 switching', at least it is not visible yet."

"I don't think it will form a sustained pattern of 'Shanghai is strong and Shenzhen is weak', right?"

“I don’t think it’s the case either. Whether we are optimistic about the continued trend of ‘Shanghai is weak and Shenzhen is strong’ or ‘Shanghai is strong and Shenzhen is weak’, I think it is not advisable.”

"Indeed, although the market seesaw effect has always existed, in fact, if we carefully calculate the market conditions in recent months, neither the Shanghai stock market nor the Shenzhen stock market has always occupied the hot direction of the market. It feels that the core main direction of the market has always been at both ends. Jump, which end rebounds higher, profit margins pile up, and it is not appropriate to continue to attack due to emotional exhaustion. After that, a group of active funds in the market immediately began to flow to the other end. "

“So, the probability of ‘28-year-old switch’ is still low. At present, it is better to follow the market trend of high-low switch.”

"No matter what kind of logical transformation it is, the current core hot spots in the market have focused on the two lines of 'infrastructure' and 'military industry', and there should be no objection."

"There is certainly no objection to this. Taken together, no matter what aspect, the trend shape and volume performance of the two lines of 'infrastructure' and 'military industry' are the best."

"The follow-up will be done around these two main lines."

"Although the main market hot spots are focused on the two main lines of 'infrastructure' and 'military industry,' specific analysis, that is, within these two main lines, the most potential market hot spots can still be pondered. When buying stocks, you have to buy the leading one.”

"The stocks that are obviously the main focus today are these checks that Mr. Su's 'Fortune Road' gathered to increase positions, right?"

"There are still a few stocks that are not on the Dragon and Tiger list, such as China Airlines Optoelectronics, Aviation Engine, Northern Navigation, China CNR, China South Locomotive, China Construction... these stocks."

"These are definitely the core large-cap blue-chip stocks. The concept stocks of small and medium-sized caps, such as 'Shanghai Construction Engineering, Pudong Construction, Tianshan Cement, and Beixin Road and Bridge', which have been relatively strong in the past few days, are actually not bad. , I personally feel it is worth doing.”

"That's almost the case, but if we want to be the leader in popularity, it has to be 'Fushun Special Steel, Huaguo MCC, Huaguo Railway Construction, Beijiang Communications Construction', and...'Beijiang Communications Jian' this check, this must be the second round of speculation, right? It feels like there is really a lot of room for speculation in this check."

"By the way, is anyone paying attention to the 'Chengfei Integrated' check today? I feel like it's not easy for this check to hit the daily limit today!"

"Didn't this check follow the changes in the 'military industry' sector?"

"Not only is it following the trend of 'military industry', but there are also market rumors about the injection of military industry assets and the concept of mergers and acquisitions. I always feel that this check is very likely to become the 'military industry' line. The next The leader of popular speculation, this check is hitting the daily limit today, it’s really beautiful.”

"This check, trend pattern, volume and energy performance, is indeed quite good in all aspects."

"Let's first look at the sustainability of the trend of this check tomorrow. At present, in terms of market attention, this check does not receive much attention."

“The hot spots in the ‘military industry’ direction should be ‘Beidou Navigation’ and ‘domestic aircraft carriers’, right?”

"Why do I feel that it is in terms of 'military asset reorganization' and 'military asset securitization'? And from this aspect, Northern Navigation, the only concept stock in the two cities that has integrated military assets into the market, has great potential for speculation. "

"For the two lines of 'military industry' and 'infrastructure', in addition to the positive news released in the previous market news, other related investment logic has always been carried out around the 'reform and reorganization of state-owned enterprises and central enterprises'. I think this is the only It is the fundamental direction of the underlying investment logic of the market’s main line.”

"It makes sense. If the market really wants to penetrate deeply into the direction of the main board, the main concept of 'reform and reorganization of state-owned enterprises and central enterprises' will definitely have potential to be tapped."

"The current market situation has not yet reached the stage of deep penetration, so let's follow Mr. Su's "Road to Wealth" first!"

"Yes, wait until this wave of market breakthrough is finished, and after the Shanghai Composite Index breaks through, the trend slowly slows down, and then it will not be too late to consider the deep penetration and divergence direction of the market."

"What do you think the Shanghai Composite Index can reach in this wave of breakthrough trend?"

"At least 2400 points, can be seen?"

"2400 points? This is not difficult at all, right? Maybe next Monday, the Shanghai Composite Index will directly break through the 2400 point mark."

"At least we can see the high point of the previous round of rebound."

"2500 points? I also think it should be able to reach the rebound position of the previous round, but I don't know... can it jump over this box that has been oscillating for several years. ”

“Whether it can actually break through 2500 points depends on the follow-up strength of the subsequent incremental funds in the market.”

“If the turnover of the two markets increases by a certain amount from today’s level and reaches an average turnover of 200 billion, I think it is possible to break through 2500 points.”

“Hey, the daily turnover of the two markets is stable at 200 billion? You dare to think about it!”

“It’s not impossible. Before the opening of today, who would have thought that the market would have so much concentrated volume today, and the daily turnover of the two markets would stand at the 180 billion mark?”

“That’s true. I hope that the market will follow the ideal state next time?”

“I think that this round of rebound of the Shanghai Composite Index is likely to break through the market high point in early May, and truly hit the Open space, after all, in the last round of "big infrastructure" changes, I remember that the main fund of "Yuhang System" headed by General Manager Su did not participate in it with all his strength, but just stirred up the market and made a rebound, but this time... it can be clearly seen that the main funds of "Yuhang System" really invested heavily in the two lines of "military industry" and "infrastructure". At the same time... everyone should also be able to find that after the Dragon Boat Festival, the purchase frequency of General Manager Su's "Wealth Road" on the Dragon and Tiger List should be the most frequent and concentrated period since General Manager Su debuted, right? "

"Compared with General Manager Su's previous market investment point of view that "the bull market is just around the corner", I think... this time the market's actual breakthrough is completely possible. "

"From the analysis of the market chip structure..."

"The one in April and May The rebound also shook off the main main lines of the main board in the range of 2500 points to 2300 points, making the pressure on 2500 points not so great now. "

"Let's see the continuity first, but... judging from the changes in Mr. Su's holdings and the frequency of Mr. Su's "Wealth Road", there is indeed a high probability that there will be a relatively large market space here. "

"Haha... I also feel pessimistic for several years, and it's time to be optimistic. "

"Since Mr. Su's "Yuhang System" has already invested tens of billions of funds, then we... must also prepare funds! "

"20 million funds, all the assets, have been prepared, just waiting for Monday's opening! "

"I don't believe you, 20 million is all the assets? "

"20 million has to add another zero after it? But... if there is a bull market, then now is indeed the best time to hold a heavy position. ”

“Let’s not talk about the policy, news and economic fundamentals. From a technical perspective, the Shanghai Composite Index monthly line has reached the golden cross and is rising, right?”

“If the trend this month can be maintained, the Shanghai Composite Index monthly line will be golden cross.”

“Now it seems that a ‘bull market’ is really possible! Some of the views of those brokerage institutions and fund institutions that are blindly bullish in the market are not completely unreasonable.”

“Anyway, looking at the K-line technical chart, the more you look at it, the more it looks like it.”

“Then it seems that we really have to pay attention. The east wind of ‘big infrastructure’ will not really become the horn of the bull market, right?”

“It’s hard to say. Anyway, President Su has not failed since he took action. His judgment of the main market nodes and his ability to choose the right time are really amazing.”

“This time, the ‘Yuhang system’ will probably make a lot of money again, right?” ”

“I’m sure he’s made a lot of money. Now that the two main lines of ‘military industry’ and ‘infrastructure’ have exploded, the funds that support the ‘Yuhang system’ are really countless. Alas… No wonder the share premiums of several ‘Yuhang system’ funds are so high in the market.”

“Damn, when the ‘Yuhang No. 3’ fund was issued, there were still not enough subscriptions!”

“These funds of the ‘Yuhang system’ are considered the best fund products in the industry, right?”

“Without a doubt, they are the best, no doubt about it.”

“I don’t know when the ‘Yuhang No. 4’ fund will be issued. If you ask me, since President Su has judged that the market has the possibility of a ‘bull market’, he should issue a wave of fund products crazily, and the scale should be directly up to the 100 billion level.”

“Fuck, your ambition is even greater than President Su’s, a 100 billion scale? Can the market accommodate a 100 billion scale at this time? When it really reaches that level, it will be like the "national team" in the field. If it wants to move, it will cause a bloody storm in the market, which will make it difficult to do net value. "

"That's right, it seems... I thought it was simple!"

"Today's early trading session, the funds chasing the 'Technology Growth' line are really miserable, and it can be predicted that next Monday, the 'Technology Growth' line will probably have another brutal sell-off. It's ridiculous to think about it. A few days ago, at the offline investment strategy meeting in Shanghai, various institutional groups in the industry publicly called out that 'Technology Growth' is the future of the market. Unexpectedly... in just a few days, this line is dead."

"Tsk, those institutions... except for the concentration of groups, their level is just like that!"

"Those institutions should have discovered that Mr. Su's 'Yuhang system' funds have been heavily involved in the core component stocks of the main line of 'big infrastructure' early on, and they are unwilling to enter the market in vain to support the 'Yuhang system' with tens of billions of funds and chips, so they concentrated on the 'Technology Growth' line, hoping to open a breakthrough and completely avoid the 'Yuhang system' funds. At the same time, it also seizes the initiative in the market and pulls down the net value of Mr. Su's 'Yuhang system' funds from the altar, right? It's a pity... The market trend is unstoppable, 'Technology The 'growth' line still did not form a consistent market expectation under the influx of various funds, causing these institutions to shoot themselves in the foot. "

"Fuck, I was wondering why the market trend was so weird a few days ago. Your explanation made the logic completely clear!"

"The essence is the same... Sometimes, these institutions just don't have enough structure. Now... These institutional groups concentrated in the main field of 'technological growth' will probably have to cut positions randomly, trample on each other, and hold each other back, right?"

"Even if they don't hold back and can still hold on, the short-term chip structure of the 'technological growth' line is already chaotic, and no hot money dares to participate in the relay and continue to assist the investment sentiment in this direction."

"After a wave of undercurrents, it turns out that President Su is still powerful and has always stood on the right side of the market."

"At the same time, this is also the power of market trends!"

The messages in the group were refreshed rapidly, from hundreds of messages, soaring to thousands of messages in about an hour.

On the other hand, on the market network, in various stock investment forums, communities, and financial media comment areas, the discussion enthusiasm of the investor group is unprecedentedly intense.

And because of this intense discussion enthusiasm.

Many potential investors who originally did not pay much attention to stocks and the stock market were also attracted and began to pay attention to the market again.

Of course, when most of the investor groups were excited and excited.

Today, the investors who were killed by a number of core concept stocks in the main line of "technological growth" were depressed and anxious.

Among them, especially in recent times, various institutional groups have heavily invested in the "technological growth" line.

The relevant institutional managers and fund managers are even more uncomfortable.

For example, in the fund investment department of "Pingyin Asset Management", Liu Ziliang, who had not yet left work, saw the rapid change in market investment sentiment and was so angry.

However, when he was depressed and resentful,

What made him even more upset was that after the announcement of the market's top-ranking stocks, at around 6 o'clock in the afternoon, the new regulations on the regulation of "Internet TV" that were originally rumored in the market, were completely resounding in the market through a document released by the State Administration of Radio, Film and Television, pushing "LeTV" and many other concept stocks related to "Internet TV" in the market to the forefront again.