Chapter 664 A Huge Group of Incremental Funds!
At 10:16, ‘Leiman Optoelectronics’ followed suit and soared straight up, and hit the daily limit in a flash.
At 10:17, ‘Fushun Special Steel’, the early leading stock in the ‘special steel’ and ‘nuclear power’ concept fields, also exploded rapidly and hit the daily limit.
At 10:18, Hongdu Aviation closed the board straightly, and the intraday trading volume reached 76 million in one minute.
At 10:19, ‘Northern Navigation’ pulled up sharply, and the ‘Beidou Navigation’ concept sector index also surged rapidly.
At 10:20, the ‘military industry’ sector index rose straight up by more than 1.5%, squeezing into the top five positions in the two cities’ industry sector growth list, and achieved a reversal of yesterday’s trend.
At 10:21, in the ‘big infrastructure’ field, core sectors such as real estate, steel, cement, building decoration, and building materials also rebounded rapidly.
At 10:22, ‘Dalian Heavy Industry’ closed the board straight up.
At 10:23, the straight rise of ‘Yingkou Port’ brought out the concept of ‘Revitalization of Northeast China’.
At 10:24, the core concepts of the early stage, such as ‘Shanghai Free Trade Zone’, ‘Yangtze River Delta Economic Zone’, ‘Pearl River Delta Economic Zone’, ‘Eurasian Economic Zone’, ‘New Era Road, Maritime Silk Road’, and ‘Reform and Restructuring of Central Enterprises and State-owned Enterprises’, also rebounded strongly, counterattacking the adjustment trend in the past few days.
At 10:25, in the real estate sector, ‘Kumho Group’ hit the daily limit.
At 10:26, ‘LeTV’ once again hit the 7% intraday increase mark, and the intraday transaction volume increased to more than 1 billion.
At 10:27, ‘Lixun Precision’ exploded more than 100 million in just a few minutes, and the intraday increase also expanded to about 5%, bringing out the comprehensive counterattack of the ‘Apple concept’ sector.
At 10:28, the core weighted large-cap stock ‘Huaguo Petroleum’ rose by more than 2.5% during the day.
At 10:29, the share prices of ‘Huaxin Insurance’ and ‘Huaxin Securities’ both hit new intraday and annual highs.
At 10:30, the Shanghai Composite Index rose by nearly 2%, while the Shenzhen Composite Index and the ChiNext Index rose by more than 1.5%.
At 10:31, ‘Oriental Securities’ suddenly went on the board when the intraday turnover reached 2.187 billion, and the daily limit was closed.
At 10:32, the securities sector index rose by 3.3% during the day.
At 10:33, the stock ‘Hengsheng Electronics’ tried to break through the board, and the intraday turnover was close to 1.5 billion.
At 10:34, 'NetSpeed Technology' also rose sharply, with a daily increase of 4.22%. LeTV, NetSpeed Technology and Dongfang Fortune seem to be competing for the first weighted market value stock in the ChiNext Index.
At 10:35, the A50 index rose by more than 3% during the day. Among the constituent stocks in its sector, only two or three stocks showed a downward trend, and the number of stocks in the red market reached more than 90%.
"The market is booming again!"
At this time, in Yuhang, inside Jingda Investment, in the main fund trading room, General Manager Gu Chijiang was staring at the changes in the two markets, feeling very happy: "We have completely grasped this wave of market rhythm, with continuous volume and general rise, the market bull market is really coming."
Fund manager Lin Tingzong standing behind Gu Chijiang smiled and nodded, saying: "With the continuous deepening of the 'bull market expectations', after a week of continuous surges, and the strong drive of the entire 'big finance' main line, the investor groups inside and outside the market should have basically recognized the 'bull market'. 'The market structure of the city.
The speed of the continuous volume explosion... is a bit unexpected!
It feels that the daily transaction volume of 600 billion will soon be broken, and I don't know what kind of volume space it can reach. "Today, the line of 'technological growth' has completely caught up." Gu Chijiang laughed, "Even the main lines of 'infrastructure' and 'military industry' that have been adjusted for several consecutive trading days have launched a comprehensive counterattack today. Overall... The market situation is no longer distinguished. As long as there is a little expectation and value in the stock, it is being snapped up by a large number of capital groups. , Tingzong... In this market situation, do you think we still need to adjust the positions in time and concentrate the fund positions on the main line of "big finance"? "
Lin Tingzong thought about it and responded: "I think it is still necessary. Although the current market is a situation of general rise, the main capital group in the market and the core of the overall investment sentiment are still in the direction of "big finance". When the market is generally rising, the core and non-core main lines may not be much different. However, once the market trend diverges... the difference is huge.
At that time, "big finance" will definitely continue to have a great impact on the two markets. Active capital groups will further siphon.
Other non-core mainline areas will inevitably suffer from blood loss.
The so-called market trading principle of "the strong will always be strong" is by no means an empty talk.
I think that taking advantage of the overall market rebound, "technological growth" has finally caught up with the rise of the "big finance" mainline. It is just the opportunity for us to remove the weak and retain the strong, adjust positions, and further focus on the core mainline.
If we don't adjust positions at this time.
Once this extreme hot mood subsides slightly.
Then, we will fall into a passive situation again, and it will be difficult to find a more suitable time to adjust positions than now. "
"Okay!" Gu Chijiang nodded, trusting Lin Tingzong quite a bit, "Then do as you said, at this time point, take the opportunity to sell off the stocks in the main field of 'Technology Growth' that we bought some time ago, increase the holdings of stocks in the main field of 'Big Finance', and also increase the holding weight of our fund products in the direction of 'Big Finance'.
However..."
Gu Chijiang paused, and then said: "We don't need to sell off all the chips in the 'Technology Growth' line. I think we can still hold core stocks such as 'LeTV', 'NetSpeed Technology', and 'Light Media'.
After all, after Mr. Jia clarified the 'LeTV' check.
The current expectations have not only not weakened, but have increased a lot, and it has a strong expectation gap.
In addition, this stock has been constantly rumored in the early stage, and the stock price has been greatly suppressed by the market. At the same time, many core institutional groups that originally held this stock also carried out large-scale reductions during the low stock price period, resulting in the current number of institutional holdings of this check. Not many.
However, this check has always It is the weighted core stock of the ChiNext Index.
Coupled with the change in expectations, the arrival of the market bull market.
The main institutional groups of all parties are very likely to increase the chips of this stock on a large scale.
According to my analysis, whether it is the subsequent expectations, the reaction of the capital side, or the strength of the current trend... this check is not weaker than the core securities stocks and Internet financial concept stocks in the main field of "big finance".
So, I think that although we are in the overall investment strategy.
We must grasp the core main line of the market and increase our holding weight in the main field of "big finance".
However, it does not mean that we cannot keep other core main fields, which also have strong expected logic and hype value. "
"Well!" Hearing Gu Chijiang's words, Lin Tingzong nodded and said, "I am also optimistic about the three core stocks mentioned by Mr. Gu just now. Indeed, specific problems and specific analysis. Under the change of our overall investment strategy, its trading rules and holding patterns do not need to be too rigid. "
After that, Lin Tingzong did not need Gu Chijiang to give any more instructions.
He continued to glance at the current market changes in the two cities, and then quickly turned his head to instruct the two trading teams behind him to quickly execute the investment strategy and trading strategy just agreed with Gu Chijiang.
While the two discussed the market situation and made appropriate adjustments to the position strategy.
In the Magic City, at the same time, most of the positions were focused on the main line of "Technology Growth" in Yinghui Fund Company, Yinghui No. 2 Fund Product Trading Room. Fund manager Shao Xiaoyun had already made a mindless liquidation of holdings in the field of "Technology Growth" and pursued the investment strategy of the main line of "Big Finance".
But at this moment.
When he saw that the trend of the main line of "Technology Growth" in the market seemed to be no weaker than the main line of "Big Finance".
And the trend of a number of core stocks in the main line of "Technology Growth" seemed to have a comprehensive breakthrough, and the main funds continued to take over the attention.
For a time, he couldn't help but hesitate again.
After all, the main line of "big finance", especially the securities sector and the Internet finance sector, has been rising for more than 5 consecutive trading days, and the rebound from the bottom has exceeded 20% on average. Even at present, the outlook for the main line of "big finance" and the positive expectations are still strong.
Adjustment is also very likely to occur at any time!
On the other hand, the line of "technological growth" has lagged behind the Shanghai Composite Index in the early stage, and there is a need for catch-up growth.
Now, since the negative shadow of the previous negative impact of "LeTV", the core leading stock of "technological growth", has been cleared, and the expectation has changed, it is very likely to lead the main line of "technological growth" to a continuous breakthrough trend, switch the main line of "big finance" from high to low, and form a short-term main line market rotation.
"Manager Shao, let's..."
Seeing Shao Xiaoyun hesitate, his trading team leader Liu Changling couldn't help but remind him.
Shao Xiaoyun looked away from the two markets, glanced at Liu Changling, and said, "Do you think we should decisively adjust our positions and shift the current focus of our holdings to the main line of 'big finance'?"
"Of course." Liu Changling said, "Although the 'technological growth' line has launched a strong rebound, whether it is emotional reaction, the attack strength of funds, or the feedback of favorable expectations on market news, the follow-up strength of the majority of retail investors is still far less than that of the 'big finance' main line.
There is an essential difference between rebound and reversal!
From the current point of view, the 'technological growth' line has expectations, but it has never formed a consistent force in the market.
In this case, once the market sentiment is exhausted, the general rise disappears, and the 'big finance' main line begins to siphon the active capital groups in the market on a large scale, the 'technological growth' line will return to a weak and volatile situation.
In my opinion, the 'technological growth' line has not yet reached the time for reversal.
We made a misjudgment in the choice of the core main line of the market before. At this time... Mr. Shao, I think we should not hesitate."
"But what if..." Shao Xiaoyun hesitated, "At this time, we sell the core chips of the 'Technology Growth' main line and pursue the 'Big Finance' main line, and we step on the wrong market rhythm again? Although the current expectations for the 'Big Finance' main line are still very strong and the emotional reaction is hot, in the short term, a number of core stocks have risen by more than 20%."
Liu Changling said: "Even if we step on the wrong market rhythm in the short term, it doesn't matter. As long as the expectations and emotions in the direction of 'Big Finance' are still the strongest among the core main lines of the entire market, even if it is a short-term adjustment, the stock price will soon recover the decline and return to a new high."
"Even so..." Shao Xiaoyun thought for a while and said, "Let's wait and see. The current net value of our fund is already far behind the 'Yinghui No. 1' fund. If we make another mistake... It will be very difficult to catch up in the last two months of the year."
"Okay!" Liu Changling sighed helplessly when he saw Shao Xiaoyun's insistence.
As different institutions choose different trading strategies...
The market trading time has reached 11:30 without knowing it, and the two markets are welcoming the midday closing time.
The Shanghai Composite Index finally settled at a 1.89% increase, and the Shenzhen Composite Index and the ChiNext Index both rose by about 1.6%. The half-day turnover of the two markets reached more than 350 billion.
As for the major core main line areas of the market.
The main line of "big finance" still led the two markets, among which the securities sector index rose by 3.65%, and the Internet finance sector index rose by 3.53%.
After the main line of "big finance", it is the main line of "technological growth".
This morning, the main line of "technological growth" has become the second strongest main line after the main line of "big finance" under the support of the strong rebound of a number of stocks such as "LeTV, Netspeed Technology, Huayi Brothers, Light Media, Ciwen Media...", especially the "film and television media" industry sector in the field, which also rose by more than 3% in half a day.
Other main sectors such as "big consumption", "non-ferrous metal cycle", "petrochemical", "infrastructure", and "military industry".
Even though they did not completely keep up with the increase of the Shanghai Stock Exchange Index, they all achieved a comprehensive red market and a big rise.
Among them, in the main field of "military industry", except for several heavyweight stocks such as "China Airlines Optoelectronics, China Airlines Shenyang Aircraft, Aero Engine Power...", the small and medium-sized stocks in the sector are all in a surge and reverse trend, and the three stocks of "Hongdu Aviation, China Airlines Heavy Machinery, and Northern Navigation" are even more strongly sealed.
Facing the midday closing trend of the two markets with a comprehensive rise.
In particular, everyone saw that the transaction volume had reached more than 350 billion in half a day. The investment sentiment in their hearts was like a flame, burning people to invest money in the market unconsciously, and countless investor groups, looking at such market performance, were already as fanatical as gamblers.
In the continued hot reaction of emotions, there were countless incremental capital groups outside the market.
Whether it is large institutional funds, small institutional funds, retail funds, leveraged financing funds... all are rushing to enter the market desperately, ready to grab the market's high-quality stock chips, hoping to grab generous investment returns and investment profits in this mighty bull market trend that has lasted for more than six years.