Chapter 882 3600 Points Lost and Recovered!
"It doesn't matter, just wait patiently." Hearing Zhou Kan's words, Xu Xiang said with a smile, "The market is at this position. The longer the adjustment time period and the greater the space height, the more conducive it is for the chips within the market to continue to change hands. The more It is conducive to the concentration of the internal chip structure, thereby bringing better explosive power to the second stage of the bull market.”
"But..." Zhou Kan paused and said, "The line of 'film and television media' feels a bit strange. The core lines of 'big consumption', 'smartphone industry chain' and 'mobile Internet' serve as market When the popular main line continues to rise against the trend, the line 'Film and Television Media' follows suit.
Nowadays, the main lines of ‘big consumption’, ‘smartphone industry chain’ and ‘mobile Internet’ have begun to adjust.
But the line of ‘film and television media’ did not follow.
I won’t talk about it if you don’t want to follow, but it actually followed the rise of the core main lines of ‘big finance’, ‘big infrastructure’ and ‘military industry’ that have just recovered.
Let’s talk about the core themes of ‘big finance’, ‘big infrastructure’ and ‘military industry’.
It has formed an obvious seesaw effect with the core main lines of "big consumption", "smartphone industry chain" and "mobile Internet".
That's right too.
But it seems very strange to include the line ‘film and television media’.
Moreover, unknowingly, the line of 'film and television media' has become the strongest conceptual theme line among the popular main line concept themes in the two cities.
This is incredible, simply outrageous! "
Xu Xiang smiled slightly and said: "There is no problem with the 'film and television media' line. Why can't the 'film and television media' line be the strongest concept theme line among the two cities and one concept theme line? What? Why can't the 'film and television media' line lead the rise in the two markets?
In the market, any major market trend basically has a certain reason.
Judging from the current situation.
Regardless of the core lines of ‘big finance’, ‘big infrastructure’ and ‘military industry’.
It is still the core main lines of "big consumption", "mobile Internet" and "smartphone industry chain".
In terms of short- and medium-term expectations, as well as the corresponding positive recent news, who can match the expectations of the ‘film and television media’ line?
The New Year's Day period, plus the Spring Festival period, plus the visible to the naked eye, the entire movie box office exploded in the second half of the year.
At the current stage, the expectations of the ‘film and television media’ line are the strongest.
Since we have the strongest expectations, is there any problem if the trend is significantly stronger than the performance of other major main lines in the market and the performance of the index?
I don't think there's any problem at all.
Moreover, the line of 'film and television media' was also speculated by major funds in the market when the five ministries and commissions jointly released favorable news in the second half of this year.
It was just that at that time, due to the full outbreak of the two core main lines of "big infrastructure" and "military industry".
Everyone’s eyes are on the two core themes of ‘big infrastructure’ and ‘military industry’.
This is why the line of ‘Film and Television Media’ has not gone out of an obvious continuous surge trend, and has been relatively ignored by the main funds.
However, that's exactly why.
The core line of ‘film and television media’ does not have too many profit-making and major financial institutions.
This also makes the "film and television media" line's recent trend elasticity much higher than other conceptual themes and core industry lines in the market.
So, there's nothing surprising about this.
On the contrary, it is a pattern trend that is very consistent with the expected changes in market trends. "
"Then according to the situation you mentioned, boss..." Zhou Kan thought for a moment and said, "Since the line of 'Film and Television Media' is the most anticipated conceptual line among the major core lines in the market recently, and the current main funds The degree of aggregation is not high, and there is still room for continued growth and speculation. So...should we appropriately increase our positions and gain some chips on the main concept theme of 'film and television media'?"
Xu Xiang thought for a while and said, "It's not necessary."
"Why?" Zhou Kan asked.
Xu Xiang responded: "First of all, the market adjustment is not over. It is obvious that the Shanghai Stock Exchange Index cannot support 3,600 points, and there is a high probability that it will not be able to support 3,500 points.
Since the index is obviously downward in the short- to medium-term trend.
So why go against the trend and take advantage of such uncertain investment opportunities?
Secondly, although the 'Film and Television Media' line has strong short- and medium-term expectations and is supported by positive expectations for the New Year's Day and Spring Festival stalls, because the overall market is too small, it is difficult to compete with 'Big Finance' and 'Big Infrastructure'. 'Such core weights are the same as the main line, relying on the local profit-making effect to affect the market trend of the entire market.
In other words, even if the market trend of the 'film and television media' line is very likely to be much stronger than the overall market trend, it can have a relatively independent trend.
But when the market is always in a downward channel of continuous adjustment.
It is also difficult to get rid of the continuous profit-making effect and create high space.
In other words, even if there is a high probability that you will not lose much money when investing in such a main line, it will be difficult to make much money during a market downturn.
Whether it is short-term investment or long-term investment.
When it comes to buying points, we still have to pay attention to the resonance between the emotional side and the financial side.
As for the line of ‘film and television media’, only the fundamentals are good at present. Other aspects such as capital and sentiment are not strongly affected by the overall continuous adjustment of the market.
In general, compared with other main lines of the market, the line of ‘film and television media’ is good.
However, considering the overall investment strategy and trading strategy, at this position, no matter which main line, no matter which strong or weak concept theme, there is no value in participating, and there is no clear buying point. "
"I understand." Zhou Kan said, "In the downward cycle of the market, even if it is the main line of the upward market, it is difficult to hit a high space, and there is no value in participating."
"That's right." Xu Xiang said, "In trading, we must always pay attention to the resonance of capital and emotions. "
As the two talked, the market trading time continued to move forward.
As the market trading time continued to move forward, the main market pattern of the two cities became more and more obvious, and the seesaw effect became clearer and clearer.
The core main lines of "big finance", "big infrastructure", "military industry", etc., which had fallen for 5 consecutive days last week and performed extremely weakly, now ushered in a full rebound, while the core main lines of "big consumption", "mobile Internet", and "smartphone industry chain" have all ushered in continuous market adjustments.
At 10:01, the securities and Internet finance sectors began to move forward, and the corresponding sector indexes rose by 2% during the day.
At 10:02, "Huaxin Securities" rose by more than 2%.
At 10:03, "Dazhihui, The stocks of the three Internet finance sectors of Tonghuashun and Dongfang Fortune rebounded across the board.
At 10:04, the core industry sectors of the main line of "big infrastructure" such as "building decoration", "building materials", "commercial real estate development", "mechanical equipment", "non-public transportation" and so on, all rose by more than 1% during the day, and the stocks with the Chinese character "Hua" such as "Huazhou Construction, Huazhou Zhongjian, Huazhou Jiaojian, Huazhou Railway Construction, etc., also rebounded across the board with the core sectors of the main line of "big infrastructure", showing a trend of rising sharply.
At 10:05, the check of "Yingkou Port" made a desperate counterattack, and rebounded from the near limit down state in the early trading to the red market state, attracting the attention of countless investors in and outside the market, and also making the market of this check hot. The popularity and attention of the stock began to soar.
At 10:06, the intraday increase of ‘Huaxin Securities’ reached about 2.5%.
At 10:07, the intraday increase of the ‘National Defense Military Industry’ industry sector index broke through the position of 1.75%, and began to lead the rise of the two cities and a number of industry sectors.
At the same time, the ‘Blue Stone Heavy Equipment’ check, which had plummeted continuously and even continued to fall for many days, moved abnormally.
In just a moment, the ‘Blue Stone Heavy Equipment’ check, under the influence of continuous bottom-hunting funds and speculative funds, rebounded from a drop of about 5 points underwater to within a drop of 1 point, and the popular stocks with the concept of ‘military industry’, such as ‘Huahang Heavy Machinery’, ‘Aerospace Development’, and ‘Hongdu Aviation’, which have always been closely related to the trend of the ‘Blue Stone Heavy Equipment’ check, also rebounded across the board.
At 10:08, the check of 'Yingkou Port' continued to counterattack, with an intraday increase of 2.76%.
At 10:09, 'Eurasian Economic Belt', 'Northeast Revitalization', 'China-Japan-Korea Free Trade Zone', 'Shanghai Free Trade Zone', 'Central Enterprises and State-owned Enterprises Reform and Restructuring', 'New Era Road, Maritime Silk Road'... These concepts and themes that continued to fall last week and adjusted drastically rebounded and rose one after another. Among them, the concept theme of 'Eurasian Economic Belt' has become a concept sector where all major funds are frantically gathered and speculated.
At 10:10, the main line of 'Big Finance' continued to riot.
At 10:11, the stock of 'Lanshi Heavy Equipment' turned red. At the same time, the check of 'Huake Shuguang', which is highly correlated with its trend, also followed suit and turned red, showing a considerable money-making effect.
At 10:12, the intraday increases of the three stocks of 'Dazhihui, Tonghuashun, and Dongfang Fortune' all exceeded 2%.
While the core themes of ‘big finance’, ‘big infrastructure’ and ‘military industry’ rebounded and counterattacked, the ‘film and television media’ field also attracted much attention.
Suddenly, the check of ‘Quantong Education’ continued to hit the daily limit under the main attack of big funds.
At 10:13, the check of ‘Quantong Education’ hit the daily limit, continuing to show its strong attitude, and at the moment of its daily limit.
The concept theme sector of Internet online education was once again sought after by funds.
And with the ‘Internet online education’ being sought after by funds again.
The corresponding concept theme sectors such as ‘mobile games’, ‘film and television production’, and ‘celebrity participation’ also welcomed huge amounts of main buying funds in an instant, and the corresponding concept theme stocks rose one after another.
At 10:14, the intraday increase of ‘Huaxin Securities’ reached 2.67%.
At 10:15, the intraday increase of the ‘Film and Television Media’ sector also reached 1.5%, making it into the top five of the two cities’ industry sector increase list.
At 10:16, the intraday increase of the ‘Securities’ sector reached 2%.
At 10:17, the core stock of the securities sector, ‘Western Securities’, suddenly rose to 5%.
At 10:18, a number of industry sectors and concept theme sectors in the three main areas of "big consumption", "mobile Internet" and "smartphone industry chain" fell again.
At this time, the Shanghai Index, Shenzhen Index, ChiNext Index and A50 Index.
In terms of trend, an obvious seesaw effect has also been formed.
The intraday increase of the A50 Index and the intraday increase of the ChiNext Index have widened to more than 1%.
At 10:19, the intraday increase of the "national defense and military industry" industry sector broke through 2.78%. At the same time, a number of popular "military industry" concept theme stocks such as "Lanshi Heavy Equipment", "Huahang Heavy Machinery", "Hongdu Aviation" and so on have all achieved a trend of turning red and rising.
At 10:20, the intraday increase of "Huaxin Securities" exceeded 3%.
At 10:21, the market increase of the "Lanshi Heavy Equipment" check broke through 2%, and the market amplitude of nearly an hour reached 10%.
At 10:22, the Shanghai Composite Index approached the intraday increase of 1% and returned to 3,600 points.
At 10:23, the check of ‘Dazhihui’ suddenly soared by 5%.
At 10:24, ‘Tonghuashun and Dongfang Fortune’ soared by more than 3%, but the two core component stocks of the ChiNext Index, ‘LeTV and Netspeed Technology’, were still slightly in the green at the moment, and there was no sign of turning red.
At 10:25, the check of ‘Huake Suguang’ turned red, and at the same time, the intraday increase of the new stock sector reached 1.23%.
At 10:26, all the industry sectors and concept theme sectors included in the four core main line areas of ‘big finance’, ‘big infrastructure’, ‘military industry’, and ‘film and television media’ all achieved a red market and rose, and the ‘defense and military industry, securities, building decoration, building materials, and film and television media’ industry sectors were in the leading position in the two cities, and the market increase reached more than 2%.
At 10:27, the check of ‘Western Securities’ suddenly hit the daily limit.
At 10:28, ‘Western Securities’ successfully reached the daily limit, and the intraday increase of the securities sector index expanded to about 2.5%, which greatly exceeded the increase of the ‘defense and military industry’ industry sector index.
At 10:29, the check of ‘Fushun Special Steel’ pulled up from the deep water and turned red.
At 10:30, the stock of ‘Beijiang Jiaojian’, which had been in a continuous plunge in the early stage and often crashed and fell to the limit, also began to rebound and turn red.
At the same time, all the core indexes of the two cities have now achieved a trend of turning red and rising.
"Today's opening hour trend is really impressive."
Noting the overall reversal of the two markets, as well as the overall rebound of the main lines of 'big finance', 'big infrastructure', and 'military industry', at this moment, in the main fund trading room of Xinniu Fund Company in Shenzhen Stock Exchange, fund manager Mou Zhengxing stared at the two markets and couldn't help but sighed: "Looking at this... the Shanghai Composite Index broke through 3,600 points several times and then recovered. Most likely there will be a strong support here, and it may form the bottom of the oscillation range!" (End of this chapter)