The investment era of rebirth

Chapter 494 The sudden outbreak of the main line market of ‘film and television media’!

The next moment, the next moment.

Several core stocks of Enlight Media, Huayi Brothers, and LeTV have risen by more than 4% in a straight line, while Huace Film and Television, Wasu Media, Phoenix Media, Boshi Media, Shengda Media, Zhejiang Digital Culture, Yanjing Culture, Wen

A series of related stocks, such as Cultural Investment Holdings and Ciwen Media, etc., were pushed up by the main buying funds, and instantly increased by more than 3%. Among them, the two stocks of Cultural Investment Holdings and Ciwen Media were even higher.

The straight-line rise exceeded the 7% increase, and it seemed to be rapidly hitting the daily limit.

And at the same time, due to a large amount of buying funds, there was a rapid influx into the ‘film and television media’ sector.

Due to a large number of core stocks, the market has risen rapidly.

The growth rate of the industry sector index of 'Film and Television Media' has also been rapid and sudden. From the flat market fluctuation a few minutes ago, it has continued to rise all the way. In an instant, it has reached an increase of around 1.5%. From the relatively lagging position in the industry sector growth lists of the two cities,

, jumped to the top of the list of gains.

"What the hell, what's going on?"

Faced with the sudden riot in the 'Film and Television Media' industry sector, as well as the two major concept sectors of 'Cultural Media' and 'Film and Television Entertainment', the numerous retail investor groups gathered in the discussion area of ​​the trading platform all looked confused.

Besides, it was extremely shocking.

"In the entire 'film and television media' sector, in an instant, the net inflow of main funds has changed from an outflow to an inflow, and the net inflow amount has almost increased by a level of 20 million per minute. This is too

...Isn’t it scary? Is there any major benefit in this field?”

"There must be some major benefits, otherwise the main funds would not attack so quickly and violently all of a sudden."

"Let me go, the stocks of Enlight Media and Huayi Brothers have both increased by more than 7%. They are going straight to the daily limit, and LeTV is also catching up!"

When Su Yu heard what Li Meng said, he naturally understood this. After thinking about it, he smiled helplessly and said: "It seems that we can't eat much of this fat meat. Forget it... how much can we earn?

How much? It is better to put the core of subsequent transactions on the main lines of 'infrastructure' and 'military industry' with better liquidity."

"It should be said that in the entire market, most investors are confused about the sudden riot in the 'film and television media' sector."

Finally, when the time was fixed at 11:30, the two cities ushered in the midday closing moment. The Shanghai Index was fixed at 2281.78 points, up 0.29%. The Shenzhen Index and the GEM Index rose 0.63% and 0.89% respectively. Among them, the Small and Medium Enterprises Index rose 0.63% and 0.89% respectively.

The index rose by more than 1%, showing a posture of leading the gains of important indexes in the two cities.

All hot money tycoons who have fully realized that the market trend in the field of "film and television media" is not simple, although many people have already participated in following the trend, they are still confused in their hearts.

During the heated discussion among everyone, the market trading time was advanced by another 10 minutes.

This purchase volume, compared with the company's several main funds, with a total position data of 30 billion, is basically better than nothing.

Generally speaking, after the "film and television media" sector exploded across the board.

At this time, the index growth of the 'Film and Television Media' industry sector, which was in full riot, has suddenly reached an increase of around 2.5%. It still ranks first in the industry sector's growth rate in the two cities and maintains its leading position in the two cities. Moreover, due to the 'Film and Television Media'

'Driven by the market conditions in this field, the market style of the entire market has gradually begun to favor the small and medium-sized board and GEM, which are mainly medium and small concept stocks.

"How many new chips have been purchased?" At 11:35, 5 minutes after the noon closing, inside Yuhang and Yuhang Investment Company, in the main fund trading room, Su Yu stared at the frozen market of the two markets, turned to the

Li Meng, who was counting the data, asked.

"The financial attack is so rapid and violent, and it is a continuous attack. It is not a wave of attacks. This should not be a pulse-like market fluctuation. There should indeed be some major industry benefits. What the hell... news channel

It’s really annoying to be one step behind.”

"There's nothing we can do about it. We have the advantage of information channels, but this kind of sudden market fluctuation is not sustainable. Should we follow the trend?"

At the same time, due to the large amount of active funds on the market converging into the 'film and television media' field, the market prices in the main line fields of 'infrastructure' and 'military industry' that performed well in the first few trading days last week have declined, and many corresponding companies in these fields have declined.

Popular stocks have also seen varying degrees of selling and selling.

As market sentiment and the trend-following effect ferment and deepen, there are certain signs of style switching in the market.

"Did you only buy 436 million?" Su Yu frowned.

"Huace Film and Television and Ciwen Media are even more powerful."

Li Meng responded helplessly: "The overall market capitalization of the 'Film and Television Media' sector is relatively small, and the circulation of its related core component stocks is even smaller. Although we have grabbed a certain share of news channels,

We have the opportunity to take the lead, but we cannot increase our positions as wantonly as we did on the two main lines of 'infrastructure' and 'military industry'."

"Awesome, look carefully, you really have this characteristic."

"What specific benefits will it bring?"

The majority of investors in the market are not only confused but also optimistic and excited. After all, although the index has not risen much, the individual stocks held by many people have outperformed the market overall.

After continuous attacks from various funds in the market, at midday closing, as many as 6 stocks in the sector had changed hands and reached their daily limit, 14 stocks had increased by more than 7%, and their industry sector indexes had even reached their daily limit in the last few minutes.

During the period, the stock price surged upward in a straight line, almost breaking through the 3% increase mark.

in market investment transactions.

"It's not easy to follow the trend, it's better to wait for the news to be clear!"

"There is asymmetry in the news channels. This is okay. The key is... is the market sustainable and is it participatory?"

"Damn it, hurry up and follow me. Wasu Media and Cultural Investment Holdings are also going straight to their daily limit."

"It can't be an oolong that refers to the market. After all...these changes are all mid- and small-cap concept stocks!"

"But now, the market has begun to spread to the entire 'film and television media' field. Basically, stocks related to 'culture and entertainment' are all moving."

Even during the whole morning market trading period, compared with the opening time of 9:25, the Shanghai Composite Index had almost no change, and it did not stand on the 2300 point as expected, but the continuous profit-making effect of the entire market was not bad, with nearly 2000 points in the two cities.

Among the stocks, nearly 1,400 stocks achieved red trading at the midday closing time.

"However, the overall market value of the 'film and television media' sector is too small. Even if there is a market, it shouldn't be able to support the entire market, right?"

"Hey, it seems that market news has leaked again."

“I feel like everyone is guessing about the funds that follow the trend, right?”

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

"Even if there is any news, it will only be announced after the market closes at noon, right?"

The growth rate of the small and medium-sized board, GEM index, and Shenzhen index all exceeded that of the Shanghai index, once again showing the pattern of Shanghai being strong and Shenzhen being weak.

"Looking at the direction of the strongest financial attack, it is most likely the direction of 'film and television production', right? Ciwen Media, Huace Film and Television, Cultural Investment Holdings, Yanjing Culture, Huayi Brothers, Guangguang Media, LeTV... basically the main business

The businesses are all related to the direction of 'film and television production and investment'. At the same time, in the 'film and television media' sector, other non-'film and television production' directions, such as Wasu Media, Phoenix Media, Boshi Media, Shengda Media, and Zheshu Culture, are relatively important.

Weaker, of course... stocks in other traditional publishing and media fields, as well as online media fields, will be even weaker."

And due to the deviation of the market trend...

Even within the main group of Yuhang hot money that Su Yu belongs to.

Most of the other following institutions, hot money, and retail investors are still confused about this market explosion in the field of "film and television media".

"Every time there is major good news in the market, it is not leaked. Remember last year's "Shanghai Free Trade Zone" market, that news was also leaked in advance, right?"

"There is no doubt that in terms of the macro main line, if the market index wants to continue to break upward, it must rely on the two main lines of 'infrastructure' and 'military industry', but the two main lines of 'infrastructure' and 'military industry' continue to

Sexual interpretation will not affect the market explosion of the 'film and television media' sector, right?"

When the market trading time quickly passed 11 o'clock and entered the last half-hour trading session in the morning, the market conditions in the entire 'film and television media' sector began to become more and more violent. At the same time... many main funds started to buy and attack.

From the initial main business companies such as 'TV series, film production, celebrity brokerage business, and theater business', it has developed into the entire 'entertainment' industry.

"The 'film and television media' industry sector started a sudden riot around 10:50. Now at 11:07, in less than 20 minutes of trading time, there are already 5 stocks with daily limit and 12 component stocks with an increase of more than 7%. I feel that the market is going

It is indeed possible to explode, and the intensity is very strong. At this time, the risk of following the trend and participating should be very low."

"Hey, what's the benefit? Big money comes every time, so you can be forewarned!"

With everyone exclaiming, and many retail investors who are quick to see opportunities continue to follow suit...

"There is no airtight wall in the world. Isn't this normal?"

"The large-scale riots in this field were still the highlight of the hype about the concept of 'mobile games' last year, right? Speaking of today...the concept of 'mobile games' has not moved much, right?"

"See if it's a scam. If not, you can follow."

As a result, the market closed near midday.

"No, I still think that the more continuous speculation routes to make money on the market, the better, so that a perfect market rotation can be formed, which can also create a continuous market money-making effect, and as long as there is a continuous

The money-making effect of the market, are you still worried that there will be no incremental off-market funds coming in?”

The larger the amount of funds, the more restricted liquidity will be.

"Let's just follow the trend first. The 'film and television media' sector, at this position, is actually completely lagging behind the rebound trend of the entire index in terms of increase. The risk of participation at this time is not great."

"I'm afraid that it will divert the active funds on the market. I think this is not a good thing for the market."

Faced with such a midday closing result.

After counting the background position data of several major funds, Li Meng responded: "The new buying funds are 436 million. Our funds have a total available cash of about 2 billion."

"In the field of 'film and television media', there are not many large-cap stocks, right? LeTV and Oriental Fortune, they should be regarded as slightly larger stocks."

"This shows that the positive direction is not the direction of 'mobile games'."

"Just now, Ciwen Media has hit the daily limit, oh my god... within five minutes, the amplitude of this check exceeded 12%, and on the way up, there was a huge increase in volume. I feel like this is really good.

"

"Who can tell me what the trend of 'film and television media' is like?"

"I don't know, it felt like it suddenly broke out."

Of course, at this time, except for a very small number of major financial players who have obtained accurate inside information.

"Indeed, at the same time, the field of 'film and television media' has not experienced large-scale hype for a long time."

"The news is clear. The share prices of many target stocks should already be in the sky, right?"

"Indeed, due to the market's previous preference for major funding styles, the overall position of the 'film and television media' sector is basically the same as last year's position before the concept of 'mobile games' was hyped. Compared with other sectors of the entire market, the growth rate is indeed

Relatively backward.”

"In fact, if we follow the market trend in the direction of 'film and television production and investment' where the market has the strongest financial attack, I think the risk is still very small. No matter how the news changes, at least in the market, the main flow of funds is

, you can’t deceive people, right?”

"The market prices of the entire sector have changed. It shouldn't be a scam, right? The inflow of main funds is really fierce."

"Don't be afraid. If the market continues, and if there is enough major positive news, the market will not just go through this wave. It should be too late to participate after the news is clear."

"Is there really any major positive news, or is it just... pure speculation on the market? Or... is it similar to last year's "Guangda Securities" Oolong Index?"

This is also the reason why major funds rarely attack small-cap concept stocks with small circulation and participate in short-term market speculation.

"Yeah!" Li Meng nodded and agreed.

The larger the amount of funds, the more restricted the transactions. They can participate in the 'film and television media' line, but if the core of subsequent transactions is placed on this line, it will be a bit inconvenient for the performance of the entire fund.

Give up the basics and pursue the last.

Unlike the entire "Yu Hang Series" funds, they are helpless on the main line of this sudden outbreak of market conditions.

Within Yuhang Jingda Investment Company, which is a small and medium-sized capital company, in the main fund trading room, fund manager Lin Tingzong stared at the midday closing pattern of the two cities and the almost full-scale explosion of the 'film and television media' sector, but his expression was quite excited.

It seemed like I sensed a huge opportunity to participate.

(End of chapter)