Rebirth of the investment era

"I also feel that the popularity of this line will definitely not be low today." Fei

"In the direction of 'big infrastructure' on the main board, it is obviously still a little short of success. Other main lines of growth stocks such as 'Apple Concept', 'Mobile Internet', and 'Film and Television Media' have continued to rebound sharply after concentrated heavy volume. It’s hard work, so... As long as there is a new hard logic hot spot for speculation in the market, it will definitely attract active funds from all parties in the market to follow suit and switch the market between high and low.”

"Which stock has the most potential in the 'e-commerce' line?"

"Since the logic behind it is that the concept of 'Ali Baba' is being speculated, it is best to have the strongest correlation with Ali Baba's business, or in other words, the related stocks that will directly benefit from Ali Baba's listing have the greatest potential for speculation and share prices. Explosive potential.”

"According to this logic, there really aren't many in those two cities."

"But there are a lot of 'e-commerce' concepts out there. If you really think about it, those that can be speculated on will still have a lot of votes."

"Business Bao, Edifier, Huabao Xinneng, Sanjiang Shopping, Xinhuadu, Pegasus International, Commodity City, Jinling Xinbai... these large numbers of tickets have good 'e-commerce' concept attributes, and they are all pure "E-commerce" concept stocks, coupled with the drive of a large number of stocks such as "Hengsheng Electronics, Jinzheng Shares, Yinjie Technology, Huake Jincai, Changliang Technology...", overall, there is still a lot to be done."

"Damn it, the Sanjiang Shopping collective bidding increase continues to advance, has it increased by more than 5 points?" Fei

"This check plate is not big, and the K-line shape is good. It suddenly caught on to the hype, and it is indeed easy for the market to explode."

"The main reason is that this sudden increase of 5 points, the market pressure did not increase much."

"This stock has been adjusting for too long. In terms of the chip structure, there should be no free chips anymore, right? As long as it does not touch the core holding chip area where a large number of hold-up plates gather, it feels that the upward pressure is not great, and it is easy to It can drive the price up.”

"Xinhuadu, Pegasus International, Edifier, Jinling New Century... all are moving!"

"In the 'e-commerce' line, the signs of major funds following the trend are becoming more and more obvious."

"Being excited is worse than taking action. The concept stocks in this line have a strong linkage with a large number of "Internet Finance" stocks, and you can definitely follow them."

"Haha...Follow up the operation, the big order owner will buy it!" Fei

"'Sanjiang Shopping' I'm here. I hope the main funds for the main attack will not be pulled too fast, and you can have some soup!"

"Oh, my God! This line started so fast. It has already squeezed out the 'Apple Concept' sector and occupied the top two positions among the concept sectors in the two cities."

"'Hengsheng Electronics' is still bidding upwards with explosive volume. Isn't this check going to reach the daily limit today?"

"Strong! Why didn't you notice this line yesterday? Hey... I want to cut my position in LeTV and pursue it."

"I have to say that the hot spots in the market are rotating very fast. Looking at this situation, it is difficult for the three lines of 'Apple Concept', 'Film and Television Media' and 'Internet Software' to make big achievements today."

"Looking at the collective bidding trend of 'LeTV', don't really expect these three lines to do anything. It would be good to maintain the strong shock pattern in the opening collective bidding. Anyway, these three lines cannot be pursued today."

"It's stagflation due to excessive volume. Whoever chases it will be stupid." Fei

With the rapid refresh of news in the main hot money group, and the rapid changes in everyone's opinions...

The market trading time has reached 9:23. After earth-shaking changes in the collective bidding situation of the two cities, the two major industry sectors of 'electronic information' and 'retail' have ranked among the top two industry sector growth lists in the two cities. position, and in the initial stage of collective bidding, the 'Internet software', 'Internet applications', and 'film and television media' industry sectors that performed strongly have been relegated to lower positions in the growth lists of the two cities.

Similarly, the concept sectors of the two cities were on the rise list.

The two major conceptual sectors of 'Internet finance' and 'e-commerce' have gone hand in hand, becoming the only two conceptual sectors that have bucked the trend and strengthened in the entire market. The remaining conceptual sectors such as 'domestic software', 'film and television entertainment', and 'Apple concept' have Both the emotional intensity and the participation of major market funds are gradually decreasing.

In each industry sector and concept sector, the trend of the corresponding popular core stocks also changes with the index of the industry sector and concept sector to which they belong, and the differentiation trend is more obvious.

"Mr. Su, if we promote the 'e-commerce' line, it will really have a more obvious effect!" At the same time, inside Yuhang and Yuhang Investment Company, in the main fund trading room, Wang Can was closely watching the changes in the two markets, hehe With a smile, he put a sum of funds in the trading account he controlled into the market of 'Xinhuadu' in the form of a main purchase order, and said, "Obviously, a lot of active funds in the market have been pulled by us. The 'e-commerce' line was attracted, and correspondingly... the mood before the market was hot, and the indexes of 'domestic software', 'Apple concept', 'film and television entertainment' and their related popular concepts opened sharply higher. Stocks are all going down.”

Su Yu listened to Wang Can's report, his eyes were focused on the trading tables of the two cities, and responded: "Continue to invest funds to induce the 'e-commerce' line. We cannot relax. We must make 'domestic software', ' In the areas of Apple Concept' and 'Film and Television Entertainment', these major concept sectors have attracted funds that are not firm in holding positions and have the desire to take profits, as well as short-term active capital groups in the entire market who are already hesitant to follow these lines. to the line of 'e-commerce', and use this line as a breakthrough point to deepen the differentiation trend in the major sectors of 'domestic software', 'Apple concept', and 'film and television entertainment', and ultimately make certain core players in the field The idea that funds want to use these lines as a breakthrough point to promote a consistent change in market expectations in this direction has completely failed." Fei.

Since the time is not yet ripe for the ‘big infrastructure’ line, it cannot be promoted for the time being.

At the same time, the majority of investors in the market are not emotionally strong enough in their expectations for the market conditions of the Shanghai Stock Exchange Main Board.

Then in terms of strategic direction, he can only start from the two lines of 'Internet finance' and 'e-commerce', and first differentiate the internal expectations and corresponding hype logic of the main line of 'conceptual growth stocks' of small and medium-sized caps, so that The lines of 'domestic software', 'Apple concept', and 'film and television entertainment' cannot form consistent expectations and cannot continue to attract incremental market funds and open up market space.

As long as he curbs the direction of some core major institutions that attack their "Yu Hang Group" positions, he can divide the other party's power to drive market sentiment and the majority of follow-up funds to relay speculation.

Then, even if the short-term market situation rotates, it has not returned to the main line of "big infrastructure" where their funds are heavily invested.

Even though the Shanghai Stock Index has completely stabilized at 2,300 points, there are still many obstacles.

Then they have also taken the initiative in changing market conditions in disguised form, and can gradually lead the main line of market conditions back to the main line of "big infrastructure" as the market conditions continue to rotate. Fei

all in all……

As long as the broad investor group in the market is constructed to have a market trend where hot spots rotate rapidly and small and medium-cap concept growth stocks do not have the ability to continuously break through the market trend, then the so-called psychological implications and investment expectations of "Shanghai is weak and Shenzhen is strong" will no longer be true. However, as time goes by, in the field of small and medium-cap concept growth stocks where the main funds have led the most rapidly, such as Apple Concept', 'Domestic Software', and 'Film and Television Entertainment', the market trend has become more and more differentiated, and the profit-making effect has become more and more serious. In the increasingly sluggish situation, funds from all walks of life will naturally shift in directions with more money-making effects and speculation potential.

And when that time comes, if we pull the main line of "big infrastructure" and gather emotions and money-making effects, we won't be afraid that no funds will follow, and we won't be afraid that we won't be able to open up room for upwards.

"Okay!" Wang Can and several other trading team leaders in the trading room responded one after another.

Subsequently, each group quickly continued to rely on the available circulating funds in their hands to stimulate the trend of the core concept stocks of the 'e-commerce' sector, attracting more market active funds to follow suit.

And with the deliberate stimulation of funds from the entire ‘Yu Hang Department’.

At 9:24, the 'e-commerce' sector index rose by more than 1%. Among them, the stock prices of 'Sanjiang Shopping, Xinhuadu, and Business Bao' have been rising steadily, and have exceeded the 5% increase mark. Fei

At the same moment, the 'Internet Finance' concept sector index broke through to 1.2%, among which 'Hengsheng Electronics' opened higher by 6.1%. A number of stocks such as Jinzheng Shares, Yinjie Technology, Changliang Technology, Huake Financial... etc., all opened one after another. Open higher with gains ranging from 1.5% to 3.5%.

The same is true at this moment.

The investor groups in the two cities that originally opened sharply higher paid attention to the top ten small and medium-cap concept growth stocks, which quickly increased in volume and fell. Among them, LeTV's sell orders increased by 2,000 lots per minute, and the stock price has fallen back to a 2.75% increase. Location.

And 'Huace Film and Television' is a leading stock in the field of 'film and television media' with three straight boards.

At this moment, the market was already falling, the stock price was fixed at an increase of around 6.5%, and the call auction orders on the market had soared to 46,800 lots.

As for a group of stocks such as 'Netspeed Technology, Huaguo Software, Inspur Information...'.

At this moment, it has fallen into a trend of flat opening or slightly lower opening, and it has completely lived up to the strong performance when the call auction of the two cities started at 9:15. Fei

Of course, when the major concept sector indexes of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', which performed strongly yesterday, and their related core concept stocks fell one after another, and active selling increased sharply on the market, the direction of the main board The trends of core industry sectors such as 'Infrastructure', 'Military Industry', 'Traditional Finance', 'Non-ferrous Cycle', and 'Pharmaceuticals', as well as their corresponding concept sectors, are not much better.

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

I saw that except for the two major concept sectors of ‘Internet Finance’ and ‘E-Commerce’, there was no concept sector or industry sector in the entire market that opened higher by more than 1%.

And compare the call auction situation of the two cities before the opening and before 9:20.

The opening scene at this moment is obviously lower than the expectations of the majority of investors in the market. At the same time, the investment sentiment and funds following the trend reflected in the market trend are completely inconsistent with the previous hot expectations and emotional signs.

According to the final market opening scene...

Of the nearly 2,000 stocks in the two cities, only more than 800 stocks opened higher in the red market. The rest either opened flat or opened slightly lower. The difference in expectations is particularly huge because everyone had extremely high expectations before the market opened. And the expected so-called 'small and medium-cap concept growth stocks' field. Fei

In the field of "small and medium-cap concept growth stocks" in the two cities, the top 20 core concept stocks that are most popular in the market are ranked.

The red plate opens higher, less than half.

Among them, except for the three checks of "Hengsheng Electronics, Jinzheng Shares, and Yinjie Technology", which were able to rise steadily and still show a strong state during the entire call auction, other stocks were unable to do so, especially " Cultural Investment Holdings, a popular leading stock in the so-called "film and television media" field, unexpectedly saw its stock price plummet by more than 5 points in the last half minute before the end of the call auction between the two cities, and opened directly to a low of 3 points. point of decline.

Due to the poor performance of individual stocks and the call auction stage of the entire market, sentiment fell rapidly.

The performance of several major market indexes also clearly fell short of expectations. The Shanghai Stock Exchange Index fell 0.32%, while the Shenzhen Stock Exchange Index and ChiNext Index fell 0.29% and 0.27% respectively.

Faced with this opening situation...

The majority of investors who were originally very excited before the market opened and believed that today's market conditions were promising, sighed inwardly and were somewhat disappointed. Fei

At this moment, in the Shenzhen Stock Exchange, the ‘Pingyin Asset Management’ trading center, the core main fund trading room.

Chen Shen, the fund manager in charge of fund trading, frowned deeply when he saw this opening situation. Some worries were clearly rising in his heart. He turned to the company's asset management business manager who had returned to the company from Shanghai and was personally in charge of the transaction. Manager Liu Ziliang reported: "Mr. Liu, I feel that the market trend is not good. The mood has ebbed sharply. In the minds of market investors, expectations for market adjustments are getting stronger and stronger."

"besides……"

Chen Shen paused, thought for a while, and spoke carefully, and then continued: "The 'e-commerce' line started so suddenly, attracting a lot of investors' attention and active funds on the market. I was thinking ...If this line breaks out, I am afraid it will not be conducive to our continued market guidance on the main lines of 'Apple Concept', 'Film and Television Media', and 'Internet Software', and it will also be detrimental to the implementation of our trading strategies."

"This line..." Liu Ziliang frowned slightly after hearing Chen Shen's words, "Is there any clearer benefit in the news?"

Chen Shen shook his head and said, "I haven't heard of it yet, but I can't rule it out."

"Let's execute according to our established trading strategy!" Liu Ziliang thought for a moment and said, "The 'e-commerce' line cannot go far without basic logical support, and the overall market value of this line is not large. It can drive The market is very limited. The funds gathered here from all walks of life are estimated to be hyped up for a while and then go away after a rapid rebound. We don’t need to pay too much attention to this direction. We should still find ways to maintain the main lines of our main positions and use strong shocks. Let’s clean up the floating chips and take advantage of the short-term market adjustment to regroup the upward force." Fei

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