Chapter 877 The Switch of the Main Market Trend?

And in the general upward trend.

The main financial groups in the market, as well as the active short-term financial groups of all parties, have increasingly begun to invest in several core main areas such as 'big consumption', 'mobile Internet', and 'smartphone industry chain', and have shown obvious strong The 'Film and Television Media' sectors that make money are gathering together.

Among them, especially the line of ‘film and television media’ sector.

Under the situation where its money-making effect is becoming more and more intense, the increase of its sector index has continued to fluctuate and rise with the follow-up of major funds. It is the best among the two cities and one industry sector, and is comprehensive Leading the gains.

Moreover, on the main line of ‘film and television media’.

The major conceptual sectors such as 'Internet online education', 'mobile games', and 'film and television production', which had shown strong momentum in the early trading, are making rapid progress now. The growth rate of the trading sectors is rising steadily, and such as 'All Access Education, Huayi Brothers, Hua Qingbao, Huace Film and Television, Ciwen Media...' and other core related concept stocks, at this moment, are being followed up by many major funds.

It is also under the radical acceptance of many active short-term capital groups and various hot money.

It set off a pattern of rising and limiting tides.

Even after 11 o'clock in the morning, the 'film and television media' industry sector surged to a 4% increase.

Of course, as ‘film and television media’ continue to surge.

Due to the continued recovery of market sentiment in the two cities and the recovery of short-term speculation sentiment, there is also an increase in the investment risk appetite of many investor groups.

There are several core main lines of ‘big consumption’, ‘smartphone industry chain’ and ‘mobile Internet’.

As well as the popular main lines in the early stage, such as the three core main lines of ‘big finance’, ‘big infrastructure’ and ‘military industry’.

At this moment, they are also ushering in a more or less rebound trend.

Moreover, when 11:30 noon came and the two cities ushered in the midday closing moment, the Shanghai Stock Exchange Index stood at 3620 points in one go, and the intraday increase in the market also exceeded 1%. As for the small and medium-sized board index, Shenzhen Stock Exchange Index, and Entrepreneurship Index The intraday gains of the board index have exceeded 1.5%.

Among them, the GEM refers to the overall drive of the main line of "film and television media".

It even reached a 2% increase position.

After the two cities closed at noon, investor groups inside and outside the market, especially the retail investors, saw such market performance and disk trends.

In his heart, the bull market expectations that had been hit hard were slowly rising again.

Countless investors, at this moment, became active and optimistic again, and faced with the accounts that had been covered in the early stage, everyone began to raise money to cover their positions, believing that in the bull market, all corrections would be This is a market truth about buying opportunities.

Within and outside the entire market, investors' long sentiment has generally picked up.

Bull market expectations and bull market confidence are on the rise again.

Countless investor groups gathered in major stock investment discussion forums, communities, post bars, and financial media comment areas across the Internet, as well as in the stock discussion areas of trading platforms, as well as in major retail investor internal groups, face market trends. Especially in the face of the obvious divergence between large-cap heavyweight stocks and small- and mid-cap concept growth stocks in the two cities, as well as the obvious investment bias of major financial groups, the discussion has become more intense than ever.

"Looking at the market trend in the morning, it is obvious that the core main lines of 'film and television media', 'big consumption', 'mobile Internet' and 'smartphone industry chain' have begun to completely replace the previous 'big finance' and 'big consumption'. The popular main lines of "infrastructure" and "military industry" have made a perfect switch in completing the main lines of the market. "

"Well, it does seem to be a sign of a switch in the main style of the market."

"There is no doubt that this is the main line style switch of the market. The core main lines of 'big finance', 'big infrastructure' and 'military industry' are obviously a thing of the past."

"At this stage, it is always right to stay away from the core main lines of 'big finance', 'big infrastructure' and 'military industry'."

"But didn't the line of 'film and television media' previously follow the three main lines of 'big finance', 'big infrastructure' and 'military industry'? Why is it that today the line of 'film and television media' has begun to follow the line of 'big consumption' ', 'Smartphone industry chain', 'mobile Internet' these core lines are gone? "

"It's not just as simple as following the trend. Looking at the market trend this morning, it is obvious that the market trend of the 'Film and Television Media' line is stronger than that of 'Big Consumption', 'Smartphone Industry Chain', and 'Mobile Internet'." With a big core and main line, this is what’s surprising.”

"Yes, I feel that the line of 'film and television media' has become the strongest line in the market."

“The ‘film and television media’ line is so strong. Is it because of the hype of ‘New Year’s Day’ and ‘Spring Festival’?”

"Can the 'New Year's Day' and 'Spring Festival' stalls support the market of the 'film and television media' line? Why do I think it's not credible? It's not just that simple, right?"

"It's definitely not just that simple. I think the reason why the 'film and television media' line is so strong is because of its fundamental changes."

"A big shift in fundamentals? A shift?"

"How could there not be a change? Look at the box office trend of the entire domestic film market in the second half of the year, and the number of newly registered films and projects in the past six months. The entire industry is in a state of explosion. Isn't this a major change in fundamentals?"

"Has it exploded? It doesn't feel obvious. The gap with foreign countries is huge."

"That can't be compared with foreign countries."

"You don't need to compare with foreign countries, just compare with the past and yourself. As long as the scale of the industry is growing rapidly, there will be speculation expectations, long-term investment logic and investment value."

"However, although the 'film and television media' sector has risen sharply, in fact, the real leaders in the sector are not the stocks in the 'film and television media' direction, right? Mobile games and Internet online education are two conceptual themes. In the direction of ‘film and television media’? ”

“That’s definitely not the case. ‘Internet online education’ and ‘mobile games’ should be considered as the market trend on the main line of ‘mobile Internet’.”

“No matter which main line the market trend is on, we only need to understand one thing now, that is, the weight stocks have lost their power again, while the concept growth stocks of the SME board and the GEM, as well as the small-cap growth stocks, have ushered in the main rising market and the attention of the main capital groups in the entire market.”

“With ‘film and television media’, ‘smartphone industry chain’ and ‘mobile Internet’ as the main lines for speculation, do you think the market trend will repeat last year’s trend pattern? Will the market trend of the entire market completely turn back from the previous main board direction to the SME board and GEM direction?”

“I think It is entirely possible. "

"Last year, the Shanghai Stock Exchange Index did not move much, but the ChiNext Index and the Small and Medium-sized Enterprise Index doubled. It is hard to believe... Now the same market trend is repeated again."

"The ChiNext Index and the Small and Medium-sized Enterprise Index have been adjusted for almost a year. The market should have turned to these two directions, right?"

"If the three core main lines of 'big finance', 'big infrastructure', and 'military industry' cannot rise, then the main market direction of the market will definitely turn to the SME Board and ChiNext, where the market pressure is lighter. This is a very natural thing. I don't think it's strange, and there is no need to doubt it. "

"Are there no opportunities for the core main lines of 'big finance', 'big infrastructure', and 'military industry'? "

"At least for now, there is no opportunity, right? "

"In fact, if the market is bullish, If there is no problem with the market logic, you can definitely continue to do it after the "big finance" adjusts. "

"When do we have to wait?"

"I think it will be almost enough when the performance forecasts of the core component stocks in the main line of "big finance", especially the securities sector and the Internet finance sector, come out."

"Then it will take at least more than a month to adjust."

"Yes, so during this period, you can follow the idea of ​​"high-low switching". "

"I feel that the logic of the strengthening of the core main lines of "film and television media", "big consumption", "smartphone industry chain", and "mobile Internet" is not "high-low switching", right? If it is "high-low switching", then the current coal, nonferrous metals, petrochemicals and other industry sectors are the real so-called lows. "

"Don't mention those junk sectors. "

"Anyway, I think it's right to do what is strong. ”

“At present, the most suitable line is ‘film and television media’. Of course, in terms of the money-making effect shown on the market and the follow-up of the main funds, ‘domestic software’, ‘Apple concept’, ‘smart city’, ‘mobile games’... these concept theme sectors are all good.”

“Let’s not talk about the macro direction, let’s talk about individual stocks?”

“In the newly popular concept theme field of ‘Internet online education’, what do you think of the stock ‘Quantong Education’?”

“What can I think? It is undoubtedly the leader of the ‘Internet online education’ concept sector.”

“Yes, it is the absolute leader in the direction of ‘Internet online education’, and the plate is very small, which is suitable for the main funds to control the plate and do more.”

“The plate is not small, but too small.”

“When the stock price of this stock rises, and it rises two or three times, the circulating plate will naturally become larger.”

“Haha, is it so easy to rise two or three times? ”

“I don’t know about other stocks, but I have confidence in the QuanTong Education check. Some people said before that the fundamentals of the film and television media industry are changing rapidly. Now I think that the fundamentals of the online education industry are changing rapidly after catching the express train of the mobile Internet. ”

“Does rapid change mean getting better or worse?”

“Of course it is getting better. The scale of the entire online education is almost exploding. Moreover, with the further popularization of the Internet in the future, this industry will definitely have broad prospects.”

“I believe this.”

“No wonder the QuanTong Education check has such a strong trend recently.”

“In fact, this check has been very strong some time ago. Now it seems that… this check has almost doubled from the bottom.”

“Indeed, it’s a pity that I didn’t pay attention to it before.”

“If the expected increase is three or four times, it’s appropriate to intervene now.”

“It’s the daily limit today, and I can’t buy it at all.”

"Who told you to buy today? Can't you buy tomorrow when the market opens? I think as long as the logic is correct, it doesn't matter if the stock price is higher or lower."

"Only experts look at logic when buying stocks."

"What about the Huaqingbao check? Do you think it's good? I feel that the mobile game market is going to have its second wave. This check was last year's old monster stock."

"I think the certainty of Huaqingbao is not as good as Huayi Brothers and LeTV."

"By the way, LeTV's check is OK."

"Mr. Jia is still trustworthy."

"If you are optimistic about the future of film and television, it's always right to buy Huayi Brothers' check. After all, this company has signed many first-line stars."

"If you are optimistic about the TV drama market, you can't go wrong by buying Huayi Brothers' check. After all, this company has signed many first-line stars."

" If so, it is right to buy 'Huace Film and Television'."

"No one is talking about the 'Sanjiang Shopping' check?"

"What fundamentals does this check have? I am not optimistic about the hype of the concept theme of 'Internet e-commerce'. After all, this concept theme has been hyped several times before 'Alibaba' went public. The market has a characteristic that the old is not as good as the new. If the old concept is rehashed, it is still difficult to hit any space height."

"What about Inspur Information and Netspeed Technology?"

"Netspeed Technology has good growth potential, but its market value and plate are too large."

"In fact, I think the most stable concept theme is the 'Apple concept'. Look at the 'Changying Precision' check, which has been adjusted in the market recently. During this period of time, it has risen by almost 35%, which is really amazing. "

"The line of 'Apple concept' is too dependent on Apple."

"It is easier to judge if it depends on Apple. Are Apple phones not selling well?"

"This year's Apple phones are not good, but the expectations for next year are very high. If we start from the logic that stock speculation is speculation on expectations, the line of 'Apple concept' is okay and worth planning."

"Hehe, I think so too."

"Alas, there are too many hot spots in the market, and I can't see them all. I am a nail house in the field of 'Apple concept'."

"Yes, it is right to be a nail house and wait for the hot spots to come to you. Chasing hot spots, you can't catch up at all, even if you catch up for a while, Maybe if you buy in, you will suddenly stand on a high ground. "

"Anyway, in the short term, just avoid the "big finance", "big infrastructure", and "military industry" sectors with serious money-losing effects." "If these major hot sectors can lead the Shanghai Composite Index to continue to break through 3,700 points, or even return to 3,800 points, I believe that the main trend of the market has been switched. Otherwise, I think... the core main lines with the best market outlook, the most explosive industry, and the most investment potential are still the three core main lines of "big finance", "big infrastructure", and "military industry." "

"Well, let's wait and see..."

Accompanied by the continuous discussion of market trends by countless investors on the Internet.

In this fierce discussion.

The one and a half hour break at noon was fleeting.

Unconsciously, when everyone came to their senses, the two markets had entered 1 o'clock in the afternoon, and the short-term stagnation of the market began to change violently again. (End of this chapter)