Rebirth of the investment era

Chen Shen's question left Gao Yixiang speechless. Tie

Indeed, A-shares are not Hong Kong stocks. In stock trading, if you have no chips, even if you are short on the stock price, there is no such thing as naked shorting. What's more, the check of 'Beijiang Communications Construction' is not the target of market integration at all, even if' Pingyin Asset Management has a vast background and connections within the domestic financial system. Without the bargaining chip of this stock, it can only sigh in despair and watch eagerly as this stock continues to break through and continue to drive 'infrastructure' and 'military industry'. ', 'Internet finance' and several early main concepts have rebounded.

However, they have no chips in the stock of 'Beijiang Communications Construction', as well as the popular concept stocks of small and medium-caps in the main fields of 'infrastructure', 'military industry' and 'Internet finance'. However, they have no chips in the 'Yu Hang Group'. In the main areas of 'film and television media', 'Internet software', and 'Internet applications' that we focus on, and even in the direction of the 'Apple industry chain' that is currently being pursued by market investors, there are a lot of chips that can be thrown. .

This is also the current disk performance...

It is obvious that the trend is still in the main line of "concept growth stocks" on the Small and Medium-sized Board and GEM; it is obvious that the line of "Apple industry chain" has continued to drive the hype in the direction of "conceptual growth stocks" on the Small and Medium-sized Board and GEM; it is obvious that the "film and television" The media still has strong hype expectations for this line; but the market call auction trend and the direction of funds to follow the trend are still the reasons for the shift to the main lines of "infrastructure", "military industry" and "Internet finance".

After all, after Gao Yixiang's reminder, no matter how stupid and slow Chen Shen was, he already understood that such a change in the market's collective bidding trend was clearly guided and promoted intentionally by major funds.

"Mr. Chen, we don't have the bargaining chips of the stock of 'Beijiang Communications Construction', nor can we invest in any of the main areas of 'infrastructure', 'military industry', and 'Internet finance' brought about by 'Beijiang Communications Construction'. The popular small and medium-cap concept stocks have formed obvious market pressure, but..." At this time, another core trader in the trading room, the deputy leader of the trading group, Wang Jinglun, suddenly said, "We can immediately pull up the relative value. Hype expectations are that core stocks in the 'film and television media' sector, which currently have relatively small market differences and have not yet completely dissipated the positive news, will revive the temporarily declining sentiment."

"As long as we raise the mood in the 'film and television media' line."

"The two lines of 'Internet software' and 'Internet applications' will definitely be linked with the line of 'film and television media'."

"At the same time, it is obvious that the market volume is still somewhat insufficient, and the active financial groups in the market are still unable to support the simultaneous breakthrough of multiple main lines. This shows that... as long as the 'film and television media' line makes money, it will obviously If it is better than the popular main lines of 'infrastructure', 'military industry', and 'Internet finance' that are rising in the early stage, it will still form a siphon of funds to these popular main line areas, thereby suppressing these popular main line areas."

"In general……"

Wang Jinglun paused for a moment, and then continued: "I think we still have the initiative in the market, and the 'Apple industry chain' line is expected to be hyped today, taking over the market conditions, which is actually conducive to the market conditions. The trend continues to shift towards the "concept growth stocks" field of small and medium-sized boards and GEM. After all, the investment direction of the "Apple industry chain" and even the "smartphone industry chain" originally follows the logic of "growth stocks" in investment, It’s hype.”

"Good!" Chen Shen heard Wang Jinglun's analysis, a smile appeared on his face, and he praised, "Jinglun still has a thorough understanding of the board."

After speaking, Chen Shen took a look at the market trading time.

I saw that the time was quickly approaching 9:20, and on the entire disk, the newly rising lines of 'infrastructure', 'military industry', and 'Internet finance' had already slightly faded under the withdrawal of a large number of pallets of main buying orders. Correspondingly, the 'film and television media', 'Internet application' and 'Internet software' lines that were suppressed by selling in the first few minutes slowly began to rebound under the large number of pending orders and cancellations. Tie

Immediately afterwards, when 9:20 arrived, a large number of false orders were canceled on the two markets.

The main lines of 'infrastructure', 'military industry', and 'Internet finance', as well as related industry sectors and concept sectors, have all fallen back to a slightly higher opening. Of course, among them, such as 'Beijiang Communications Construction, Tianshan Cement, The trend of popular concept stocks such as Shanghai Construction Engineering, Pudong Construction, Hongdu Airlines, Jinzheng Shares, Yinjie Technology...' is still strong, but the market differences of corresponding weighted large-cap stocks are more obvious, and selling is heavier.

The main lines of 'Film and Television Media', 'Internet Software', and 'Internet Applications', as well as related industry sectors and concept sectors, rebounded to the same level as the 'Infrastructure', 'Military Industry', and 'Internet Finance' lines. Among them, "Huace Film and Television, Ciwen Media, and Cultural Investment Holdings" are the most powerful leading concept stocks in the field of "film and television media". Even though the daily limit orders have dropped sharply, the daily limit selling orders have also increased. Less, but still maintained the one-line daily limit trend.

As for several core GEM stocks that were quickly smashed by Su Yu's "Fortune Road" yesterday.

Internet speed technology opened sharply lower, and the market was completely suppressed by selling; LeTV opened slightly lower, and the long and short differences between the buying and selling orders on the market were still huge; Huayi Brothers maintained a flat market, with many sellers on the market, but There were also many buying orders. Generally speaking, when the overall market sentiment was relatively good, the selling effect after the 'Fortune Road' smash was not as serious as everyone expected before the market opened.

"Haha... I thought it was so powerful, but it was just a bluff." Seeing the collective bidding situation of the two cities that really unfolded at 9:20, Chen Shen's originally tense heartstrings finally relaxed, and he turned around and quickly went to the various traders. The team issued an order, "According to the trading strategy mentioned by Team Leader Wang just now, place an order to buy core stock chips in the lines of 'Film and Television Media', 'Internet Applications', and 'Internet Software' to push up the call auction trend in this direction." .”

"At the same time..."

Chen Shen paused and continued quickly: "For the three stocks of Wangsu Technology, LeTV, and Huayi Brothers, we must pay special attention to them and directly buy them with large orders to push up their market prices and attract the attention of investors in the entire market. Looking at these three stocks, I noticed that after a stock is sold on 'Wealth Road', it does not mean that the market is over."

"Okay!" Gao Yixiang and Wang Jinglun responded simultaneously, and then quickly conveyed the transaction instructions.

Immediately afterwards, the entire "Pingyin Asset Management System" made corresponding trading strategies, reinvested a large amount of funds, and guided the market conditions.

At 9:21, the stocks of LeTV and Huayi Brothers suddenly turned red.

At 9:22, Wasu Media, Phoenix Media, Boshi Communication, Shengda Media, Zhejiang Shu Culture... and many other popular concept stocks in the field of 'film and television media' were attacked by a large number of active buyers, and the entire ' The growth rate of the film and television media industry sector index also surged rapidly, with the high opening rate breaking through 1% at lightning speed, returning to the growth position of the 'electronic information' industry sector second only to the large concentration of stocks in the 'Apple industry chain'.

At 9:23, Wangsu Technology also successfully turned red due to the continuous push of a large number of active buying funds.

At 9:24, the 'Internet Finance' sector also moved. 'Hengsheng Electronics' strengthened, and a strong purchase order of 3,000 lots appeared on the market. The stock price directly increased during the call auction stage. Pushed to the 5% increase mark. Tie

Finally, when 9:25 arrived, the collective bidding in the two cities ended.

The entire market has formed a situation in which hot spots are scattered, the direction of the main market trend is unclear, but it is generally open high.

Among them, 'Apple Industry Chain', 'Film and Television Media', 'Internet Finance', 'Internet Software', 'Internet Applications', 'Infrastructure', 'Military Industry' and other main lines and their related industry sectors and concept sectors are all located in the The market is at the top of the list of gains, and in various fields, there are traces of the main buying funds.

As for other industry sectors and concept sectors that lack expectations and hype, except for these main areas, basically all funds have been siphoned off by these main areas. Under the relatively good investment sentiment and speculation in the market, they either open slightly higher. Either it is trading sideways or opening slightly lower. In short...it basically has no active funds and is still like a pool of stagnant water.

Especially in the field of ‘traditional finance’.

A group of super-weighted large-cap financial stocks worth hundreds of billions or even hundreds of billions. After the entire call auction, the total trading volume on the market is far less than the multi-billion small and medium-sized stocks in the popular main areas of the market.

In addition to the performance of various industry sectors, concept sectors, and popular stocks. Tie

The most important aspect of market index performance…

The Shanghai Stock Index once again opened higher and stood at 2,300 points, settling at 54 points, up 41%, which can be regarded as a new high for this round of rebound. As for the Shenzhen Index and the ChiNext Index, they rose 63% respectively. and 68%. Although the growth rate of the two major indexes is significantly higher than that of the Shanghai Index, from the overall situation, the performance gap between the Shanghai and Shenzhen Stock Exchanges is not large, and there is no obvious "Shanghai is weak and Shenzhen is strong" situation.

Faced with the opening situation of the two cities...

The investor group of the entire market is still relatively satisfied. At the same time, several major indexes opened higher in this increase range. In the case that the market investor group has huge differences on the market performance, it is also relatively in line with everyone's pre-market predictions. and what was expected.

Of course, although the opening performance of the index was relatively in line with market expectations.

But everyone still has huge doubts about whether the Shanghai Stock Exchange Index can stand firm at 2,300 points today.

"With this opening form, I feel that the market divergence has not narrowed, but continues to expand!" At 9:26, in the Shenzhen Stock Exchange, inside Xiniu Fund Company, in the main fund trading room, the trading team leader Mou Zhengxing stared at the two fixed figures. On the market, people subconsciously said, "Under such a huge divergence, the Shanghai Stock Index is 2,300 points, I'm afraid it still won't stand firm, right?"

"You still can't stand firm, right?" In the trading room, General Manager Liu Xin, who was also observing the market, said in surprise, "There is not much pressure at 2300 points. The Shanghai Stock Exchange Index has been trading at this position for several days. Even if it is above There is a pressure plate, it’s time to digest it, why are you still saying you can’t stand still?”

Seeing Liu Xin's eyes full of doubts.

Fund manager Fang Xinsheng pondered for a moment and responded: "There is no pressure at the 2300 point position of the Shanghai Stock Exchange Index, but the key point is that the current market hot spots are no longer just on the line of 'big infrastructure'. In other words, the market is moving The expectations are inconsistent.”

"Once the market expectations are inconsistent, it will disperse the main funds active in the market and the following capital groups."

"When the flow of funds in the market does not move in one direction, and is very likely to hold each other back, a very small breakthrough pressure will turn into a huge pressure."

"In the current market, except for the line of 'big infrastructure', with this investment expectation and speculation logic, it is impossible to support the Shanghai Stock Index to continue to break upward, and other directions are impossible. And the current hot market trend is obviously still on the small and medium-sized board and the GEM board." Concept growth stocks' first line."

“However, the historical experience of last year’s market trends tells us...”

"After the 'conceptual growth stocks' line of small and medium-sized boards and GEM boards has been hyped up, its driving effect on the white horse performance stocks and large-cap weight blue-chip stocks in the direction of the main board is extremely limited, and the investment logic and hype logic in these two directions are , and completely different.”

"So, after the active funds and a large number of follow-up capital groups that gathered on the 'big infrastructure' line in the early stage have been dispersed in the 'concept growth stocks' line of the Small and Medium-sized Board and GEM, the Shanghai Stock Index is facing the 2,300-point line. At the pass, it is still very difficult to completely stand firm.”

"I guess...it is very likely that the market will continue to fluctuate."

“Until market expectations converge again, we may not see hope of a real upward breakthrough for the Shanghai Stock Exchange Index.”

"Hey... So, is all your happiness in vain?" After listening to Fang Xinsheng's analysis, Liu Xin couldn't help but complain.

Fang Xinsheng laughed and said: "Although the market is currently quite divergent, the market hot spots and money-making effects are still continuing well. Mr. Liu does not need to be pessimistic. As long as the market hot spots and money-making effects continue, there will be jealousy outside the market." Sooner or later, investors from all walks of life will not be able to bear the temptation and rush in with cash."

"And when the market's incremental funds become more abundant, they gradually change from quantitative to qualitative."

"Even if there are differences in market conditions between the Shenzhen stock market and the Shanghai stock market, it will only be a matter of time before the market breaks through."

"not to mention……"

Fang Xinsheng paused for a while, pondered for a moment, and continued: "There is already a huge amount of main funds in the market, and they are trying their best to guide the market to concentrate in the direction of the Shanghai stock market."

"This huge main force of capital that Mr. Fang is talking about is the 'Yu Hang System'?" Mou Zhengxing asked hurriedly after reacting.

Fang Xinsheng thought for a moment and did not answer directly. He said: "At present, it is not very certain, but the recent operations of the 'Yu Hang Group' funds are indeed worth studying and scrutinizing. Of course... judging from today's market Judging from the collective bidding trend and yesterday's Dragon and Tiger List data, there is also a huge main force of funds that is trying its best to guide the market to focus on the direction of 'conceptual growth stocks' in the Shenzhen Stock Exchange."