Rebirth of the investment era

Overall, judging from the various investor opinions and emotional reactions after the market opens, everyone has a relatively consistent view on whether the market as a whole can still make an upward breakthrough. They all believe that so many policies and news are good. With the promotion, the 2300-point mark will definitely not be able to trap the Shanghai Stock Index.祥

However, there are still huge differences as to whether the market follow-up will be dominated by breakthroughs of "weighted large-cap stocks" in the Shanghai Stock Exchange or "conceptual growth stocks" in the emerging industries of the Shenzhen Stock Exchange.

In the evening, at the peripheral market.

After opening slightly lower, U.S. stocks have moved higher, once again adding some emotional boost to the domestic market tomorrow.

Moreover, as one of the core components of the U.S. stock market, Apple, the leading company in the entire smartphone industry chain, rebounded sharply during the session after overcoming the cloud of half-year performance expectations. The stocks related to the global 'Apple industry chain' that have been abandoned one after another have also rebounded sharply, increasing the expectations of domestic market investors for the performance of stocks in this direction after the market opens tomorrow.

Then, the next day, the market officially begins call auction trading.

The market has not yet opened. Among the broad group of investors, a small number of investors with keen market sense have already set their sights on a number of high-quality "Apple Industry Chain" stocks in the A-share market, and selected a few stocks with good trend patterns. The circulation is moderate and is a concept stock suitable for speculation by the main funds on the market.

Likewise, due to the overnight rebound in U.S. stocks.祥

Market investors’ expectations and expectations for the Shanghai Composite Index to reach 2,300 points are also increasing.

Of course, due to the explosive trend of stocks related to the peripheral "Apple industry chain", everyone also has higher expectations and relatively high expectations for the first-line areas of "growth stocks" on the small and medium-sized boards and GEM that have created a profit-making effect and hype yesterday. Active enthusiasm for participation.

"In the entire market, emotional expectations are increasing. Today the Shanghai Stock Exchange Index stands firm at 2,300 points. There should be no suspense, right?"

At 9:02 a.m., someone in the Yuhang main hot money group where Su Yu was located raised a question after ranking the popularity of various stock discussions and topics on the Internet.

"There should be no suspense about opening higher. As for whether the Shanghai Stock Index can stand firm at 2,300 points, we have to wait and see after the market opens!"

"The pressure on the Shanghai Composite Index at 2,300 points is actually not great, and looking at the 2,300 point mark now... it doesn't actually mean much, right? The key is how the main market trend will develop!"

"Yesterday, Mr. Su's 'Fortune Road' profit-taking method bought a lot of first-line bargaining chips from 'growth concept stocks' on the small and medium-sized boards and GEM boards, and increased their positions in the stock 'Beijiang Communications Construction'. In addition, yesterday's 'Big The lines of "Infrastructure", "Military Industry" and "Internet Finance" have been adjusted. Today...the overall market investment sentiment before the opening is so good, I guess the market will turn to the direction of "Big Infrastructure" and make a breakthrough, right? "祥

"I disagree. Even though the influence of Mr. Su's 'Fortune Road' seat is terrifying, we cannot ignore the impact of last night's external market trends on today's domestic market trends. Everyone knows... Our Big A is in the direction of market speculation. , I like to follow U.S. stocks the most, and there are a lot of main funds in the market. Just follow this method. The "Apple Industry Chain" exploded last night. Today, the A-share "Apple Industry Chain" direction will definitely be a big deal. Waves, and in the direction of the 'Apple industry chain', many concept stocks are basically part of the small and medium-sized board and GEM constituent stocks. Furthermore...according to the active capital liquidity in the current market, there has been no major macro-funding incident. In the event of a change, it cannot support simultaneous breakthroughs in the main line of the bull market, so it is basically difficult for the market to rise generally, and market development must be focused."

"It means that driven by the 'Apple Industry Chain' line, today's market hot spots will most likely occur in the main line of 'growth concept stocks' on the Small and Medium-sized Board and GEM?"

"That should be the case! At least if there is a riot in the 'Apple industry chain' line, the active funds in the direction of 'main board heavyweight stocks' will definitely be siphoned off."

“Can’t the lines being siphoned be ‘film and television media’, ‘Internet software’, and ‘Internet applications’?”

"Yesterday, Mr. Su made a big move on the lines of 'Film and Television Media', 'Internet Software' and 'Internet Applications'. The trend will definitely diverge today, right?"

"These main lines, together with the 'Apple Industry Chain', belong to the main line area of ​​'growth concept stocks'. According to the previous main line hype logic, the sub-sectors and sub-industries of the same main line field have exploded. For other Industry sectors and concept sectors also have a synchronous driving effect, so...if the 'Apple industry chain' line breaks out today, the active funds that will be siphoned will definitely come from the direction of 'main board heavyweight stocks', and from the direction of 'main board heavyweight stocks' The lines of 'Film and Television Media', 'Internet Software', and 'Internet Applications' are not too obvious, of course...it is highly likely that the trends of these lines will diverge today."

"So, the 'Internet Finance' line is also a branch of the main line of 'Growth Concept Stocks'. Why did the market's 'Film and Television Media', 'Internet Software', and 'Internet Application' lines suddenly burst out yesterday?" , failed to drive the line of 'Internet finance'?"

"The investment logic and hype logic followed by the 'Internet Finance' line is completely different from the branch market lines of other main line areas of 'Growth Concept Stocks'. They cannot be confused, right?"

"It is true that they cannot be confused. The logic of 'Internet finance' is obviously different!"

"No matter which direction the market moves, it shouldn't be too bad today, right?"

"This is true. Regardless of whether the Shanghai Stock Exchange Index can firmly stand at 2,300 points, the downward path is basically blocked. As for the small and medium-sized board and the GEM board, the core concept of 'film and television media' is expected to be hyped. They are all still there. Even if today's trends may diverge, the leading stocks are definitely still worth buying. Coupled with the hype expectations of the 'Apple industry chain' that are directly driven by external trends... the market has not fallen at all today. Motivation!”

"Since everyone has unanimous expectations and feels that the overall market trend will not be too bad, then why bother arguing about which main line of market trends? Isn't it okay to be light on indexes, light on sectors, and heavy on individual stocks?"

"Haha, it's true...the final destination of trading operations is individual stocks, isn't it?"

"In terms of current market stock market expectations, a group of 'Apple industry chain' stocks, as well as the core concept leading stocks in the 'film and television media' field that still had their daily limit closed yesterday, should be the strongest. Among them, Anjie Technology and Changying Precision, Goertek Acoustics, OFILM Technology, Lexun Precision, Huace Film and Television, Ciwen Media, Cultural Investment Holdings, and Yanjing Culture have attracted the most attention and discussion."

“The check ‘Northern Xinjiang Communications Construction’ that Mr. Su added to his position yesterday has attracted a lot of attention and discussion, and there is also a very high expectation of counter-contracting!”

"Inspur Information, Huaguo Software, Changqu Technology, Hua Qingbao, Ren Zixing, 2345... where are these tickets?"

“The expectations and popularity of these tickets are far worse than before. It’s hard to predict the trend.”

"LeTV, Huayi Brothers, and Wangsu Technology, the three GEM-weighted stocks that were smashed by Mr. Su yesterday, are expected to have very different trends today, right?"

"If you want to participate in today's market, the first thing you should avoid are these three checks, right?"

"Indeed, if a gentleman does not set up a dangerous wall, no matter whether these three checks can still rise or not, if the expectations are not good, they should not participate in it anymore. Moreover, the circulation of these three checks is lower than other concepts in the 'growth concept stocks' line." The stock market is too big and not easy to speculate on."

"In general, pre-market expectations are the strongest, and the circulation market is more suitable for speculation. The only stocks that can be participated in with relative confidence are Anjie Technology, Changying Precision, Goertek, OFILM Technology, Lixun Precision, and Hua "Ce Film and Television, Ciwen Media, Cultural Investment Holdings, Yanjing Culture, and Beijiang Communications Construction" are the ten stocks?"

"It's pretty much the same. Depending on which stock is suitable for trading, just buy that one!"

"Lixun Precision can rule it out. The plate is too big."

"But this check is a stock that the 'Yu Hang Series' fund managed by Mr. Su has participated in the private placement. In fact, although this check plate is large, there are not many real circulation plates. In addition, with the blessing of Mr. Su's position concept, I I feel that if we want to develop the market in the direction of the 'Apple industry chain', this check should be unavoidable."

With the rapid refresh of messages in the group...

In the midst of discussions among the hot money tycoons who comprehensively analyzed the pre-market conditions and quickly formulated intraday operation plans, the time unknowingly arrived at 9:15.

I saw that tens of millions of investors were focused on it.

The stagnant market trading disk began to jump rapidly, and the stock prices of nearly 2,000 market stocks flashed, intuitively reflecting all the expectations of the pre-market investor group.祥

"'Apple Industry Chain' jumped to the top of the list of gains in the concept sectors of the two cities, and the 'film and television media' industry sector and corresponding concept sectors continued to be popular." At 9:15, the market ushered in the initial collective bidding, and initially showed the overall market trend. At that moment, inside Yuhang, Yuhang Investment Company, in the main fund trading room, Wang Can stared at the market, frowned, and reported to Su Yu, "Boss, the market trend, it depends on the situation... It is still in the small and medium-sized board , the main line of GEM’s ‘conceptual growth stocks’!”

Su Yu stood in the center of the trading room, his eyes fixed on the large market screen in the center of the trading room, and said: "The external market trends and pre-market expected reactions are like this, and there is nothing we can do."

"Just let it go?" Li Meng tilted his head and asked.

Su Yu pondered for a moment and said: "The 'Apple Industry Chain' line should have a clear expectation of an explosion today. The pressure is against the trend and is not easy to suppress. And we are on this line. We still have a lot of chips if we don’t quit, and it will be good for us if we put this line together.”

"On the contrary, the lines of 'film and television media', 'Internet applications', and 'Internet software'..."

As Su Yu pondered, his eyes gradually became sharper and sharper, and he continued: "We can use the chips we have in this field that have not yet been sold out to press the market during the collective bidding stage to guide the market in this field. Those who hold positions that are not firm will follow the trend and sell.”

"Of course..."

Su Yu paused, and then said: "We don't have many positions in the 'film and television media', 'Internet applications', and 'Internet software' lines. The so-called good steel must be used on the blade. We will follow up." If we want to guide market investment sentiment and speculation sentiment further towards the main board, towards 'infrastructure', 'military industry', and 'Internet finance', the main areas where we have heavy positions, we need to use these chips to guide the market at critical moments. "

"So, at this moment, we use call auction to sell these lines on the market."

"It can only be a false order."

"Of course, it can't be all empty. Before 9:20, just hang ten and withdraw nine, and hang ten and withdraw eight."

"In short, our purpose is to use the smallest selling funds as a price to maximize the differentiation trend of the 'film and television media', 'Internet applications', and 'Internet software' lines, thereby activating the market's capital groups and speculation Emotions return to the early main themes of 'big infrastructure'."

"Understood!" Following Su Yu's instructions, other trading team leaders in the trading room quickly responded and quickly executed the relevant instructions before Li Meng personally issued the order.

"At the same time as the pressure is on the market..." Li Meng pondered for a moment and said, "Aren't we planning on the direction of the main board and the main lines of 'big infrastructure' in the early stages? In fact, looking at the overall collective bidding situation in the market, investment sentiment and capital follow-up sentiment are still very strong. , everyone also has expectations that the Shanghai Index will reach 2,300 points and continue to open up space upwards. We can completely use this expectation of the Shanghai Index to break through to stimulate the 'big infrastructure' line."

After being reminded by Li Meng, Su Yu thought for a while, then shook his head slightly and said: "The line of 'big infrastructure' has too many market value, industry sectors, and concept sectors. If you want to get rid of adjustments, , to get out of the market, there must be enough market cooperation, and now...it's still a bit too early."

"but……"

Su Yu smiled and emphasized: "Although the 'big infrastructure' line still needs certain adjustments and consolidation to further accumulate expectations and upward momentum, it is important to maintain a certain money-making effect and emotional activity of this line. , market investors’ attention is still necessary.”

"You mean..." Li Meng guessed.

Su Yu quickly interrupted Li Meng and said: "There is no faster and better way to accumulate emotions and attention than to hype up the main concept leaders, to satisfy the majority of retail investors and hot money groups, and to follow the trend of these concept leaders faster and better. Well, it is still necessary for us to invest in these mid- and small-cap concept stocks such as 'Beijiang Communications Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Hongdu Airlines, Jinzheng Shares, Yinjie Technology, Flush...' , to maintain the hype expectations of these stocks and maintain the active trading of these stocks.”