The investment era of rebirth

Chapter 507 The choice of major institutions (4)!

Author: vaguely first meeting

Chapter 507 The choice of major institutions (4)!

"But when will this kind of short-term speculation divergence come?" Zhao Lijun was not as optimistic as Zhang Guobing, and took over the words, "We can't just sit back and watch the development of the market. Seeing the market investment expectations and speculation expectations, in the small and medium-sized board,

Isn’t it true that the direction of ‘growth stocks’ on the GEM is becoming more and more consistent?”

"Moreover, if we do nothing now and allow the broad investor base in the market to really form a consistent expectation in the direction of 'growth stocks' on the small and medium-sized boards and GEM, then even if short-term profits accumulate, this will

The market lines have encountered short-term speculation differences. If we want to completely pull the main line of the market back to the main lines of 'big infrastructure', 'military industry' and 'Internet finance', I am afraid it will be extremely difficult."

"Because as the trading time goes by, the deeper the active capital groups in the market get involved in the 'growth stocks' line of small and medium-sized boards and GEM, the harder it will be to withdraw quickly."

"At the same time, if we don't stabilize the market in time."

"Under the background that the market is always in a game of existing funds, the popularity and hype of the main lines of 'infrastructure', 'military industry' and 'Internet finance' continues to be demonstrated on the small and medium-sized board and the GEM board's 'growth stocks' line.

As it develops, it will continue to decline rapidly.”

"Once the main trend of the market reverses, it will be very difficult to reverse it."

"So, I think we still need to look at the huge differences that have just emerged in the market. The majority of investor groups are focusing on the 'infrastructure' and 'military industry' main lines in the direction of the main board, as well as the 'concept growth stocks' focusing on the direction of small and medium-sized boards and GEM.

'When the main line is still expected, intervention will be carried out."

"Even if the market trend and market changes at this time are not suitable for the main lines of 'infrastructure', 'military industry', and 'Internet finance'; even if the internal chip structure of these main lines has not been readjusted at this time, it is still

There needs to be some shock; even though our current fund cannot fully guide and control the cash flow in this direction...but we still need to maintain the investment sentiment, hype sentiment and investment expectations in this direction, and maintain investors' awareness of these trends.

Popularity and attention in the main direction."

"Well, I agree with what Lijun said." After Zhao Lijun expressed his views, Li Meng hurriedly responded and added, "Although the market has developed to this point, we cannot go against the existing trend changes and force the market to reverse the trend.

market situation, but it is appropriate to give investors in the market who are still optimistic about the core main lines of 'infrastructure', 'military industry', and 'Internet finance' a firm holding, or in other words, these core main lines will be held in the follow-up

There is still hope for an upward breakthrough, and it is indeed necessary to maintain investors' continued attention and trading sentiment on this main line direction."

"After all, in the domestic financial trading market, especially among our big A."

"Although it is usually the major institutions that guide the market trend, what really determines the market trend is the vast number of retail investors who account for nearly 80% of the market investment group, as well as many active hot funds."

"In other words, I think that the final market trend is the result of the concerted efforts of various funds in the market after the consensus of expectations, but the decisive role is still played by retail investors who account for 80% of the market investor group, as well as various investors.

Road active hot money groups."

"And it is precisely these retail investors who account for 80% of the market investor base, as well as a lot of active hot money."

"They are also the group in the market whose ideas and expectations are most likely to change."

"It is also the core financial force among the medium and short-term speculation fund groups. After all, it is difficult for big funds to make a U-turn after choosing an investment direction, but they...are hardly affected by the size of the funds."

"So if we want to take the initiative in trading, we must mobilize the power of this financial group."

"And guiding their emotions in the expected direction."

"Their current sentiment and expected direction are mainly concentrated on the main line of 'film and television media' and the two conceptual areas of 'Internet software' and 'Internet application'. At the same time... look at the discussion among retail investors in the market at noon,

Although everyone's sentiments and expectations about the early main lines of 'infrastructure', 'military industry', and 'Internet finance' have dropped a lot, these main lines still have sufficient popularity and attention among the majority of retail investors.

degree, and there are many people who are firmly optimistic about it.”

"Also, under the current market trend of the Shanghai Stock Exchange Index..."

"Although there is pressure to completely stand at 2300 points, the expectation of maintaining the shock at this stage is still quite strong."

"At this time, if we lure the market appropriately and maintain the current emotional divergence in the two main directions of the market, on the one hand, we can shake up the market, and on the other hand, we can also focus on 'infrastructure', 'military industry', and 'Internet finance'."

These are the main directions, and the retail investors who are firmly optimistic about them have a hope."

"And if we lure the market at this time and maintain the strong shock pattern in this direction, it can be regarded as adapting to the trend changes of the market itself, and it is not difficult."

"Of course, in order to reduce the pressure on our main lines of 'infrastructure', 'military industry' and 'Internet finance', we still need to sell some of the 'film and television media' and 'internet' that are among the weights of our fund positions.

Related core concepts and stock chips in the main areas of software' and 'Internet applications', thus deepening the following sentiments and expected differences among the broad market investor groups on the main lines of small and medium-sized boards and GEM's 'growth stocks', hindering the market

Active funds must continue to flow significantly from the main line of areas where our fund has a heavy position to the main line of small and medium-sized board and GEM 'growth stocks'."

After listening to Li Meng's analysis, Su Yu's smile became more intense, and he nodded and said: "Move at the right time, act according to the situation, guide the market, create opportunities, trading skills in the market, and key points for trading,

However, Mr. Li is right. Although we cannot force the market to go against the trend, it is still necessary to guide the expectations of the majority of investors in the market in a timely manner and maintain the narrow range of the market at this position.

"

"Specifically... how to get started?" Wang Can asked again at this time.

Su Yu thought for a while and responded: "'Beijiang Communications Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction...' These are the leading stocks of small and medium-cap concepts in the main line of 'infrastructure', and the buying funds on the market are relatively large.

Stocks that have a strong willingness to take over, such as Tianshan Cement and Pudong Construction, can induce market share appropriately to boost their popularity and increase everyone's expectations for the main line of 'infrastructure'."

"At the same time, stocks such as the core components of 'infrastructure' that have attracted great market attention."

"Checks like 'China MCC, Gemdale Group, China Railway Construction, China Communications Construction' also need to maintain the market, proving that there are main funds that are still optimistic and dare to buy these stocks at this position."

"As for the small and medium-sized boards, the GEM 'growth stocks' line..."

Su Yu paused, thought for a moment, and continued: "Our chips on this line are not large, and our core positions are not many, so it is not advisable or impossible to concentrate on selling. We can only concentrate on it."

Sell ​​one or two popular leading stocks that have received a lot of market attention."

"It is enough to send a signal to the market that the market continuity of this line is doubtful."

"Concentrate on one or two popular leading stocks that have attracted a lot of market attention..." After hearing Su Yu's words, Wang Can took over and said, "According to the positions of our fund in the direction of 'growth stocks' on the small and medium-sized board and GEM.

In other words, as shown by the market today, the leading stocks that have a strong driving effect on the entire 'growth stock' route should be Netspeed Technology and LeTV, right?"

"And it just so happens that these two stocks, our fund's holdings are quite high."

"If the selling is concentrated, it should be able to form a significant suppression of the current market situation of these two stocks, thereby affecting the entire market's continued expectations for the outbreak of the main line of 'growth stocks' in the small and medium-sized boards and GEM, and even the active market activity.

Funds have substantially followed the trend and flowed into this field with confidence in the speculation.”

"Not bad!" Su Yu saw that Wang Can could understand how to make an entry, thus affecting the market trend and speculation. Naturally, the other leaders of the trading team also understood, so he stopped talking and gave the order with a smile.

“Since everyone has no different opinions, let’s implement the trading strategy just mentioned!”

Everyone in the trading room nodded after Su Yu made up his mind, and then quickly made arrangements for the transaction.

As everyone in the main fund trading room of 'Yuhang Investment' had a heated discussion, they readjusted their trading strategies and decided to intervene in the market trend.

Shenzhen City, Pingyin Asset Management Center.

Liu Ziliang, general manager of the asset management business, also decided to increase investment sentiment and discussion after summarizing the market trend in the morning and referring to the increasingly hot investment sentiment and discussion among the entire market investor group on the main line of small and medium-sized board and GEM "growth stocks".

The funds under the clean-up have stakes in the main areas with higher weights of "Yu Hang Group" funds such as "infrastructure", "military industry", "Internet Finance", etc., and increase the weight of positions in the main direction of "growth stocks" on the small and medium-sized board and GEM, and continue to guide

The trading strategy of active fund groups on the market converging on the small and medium-sized boards and GEM.

At the same time, he also directly connected with the person in charge of the asset management business of the Ping An Insurance Proprietary Investment Strategy Department of the same group.

It is planned to jointly attack and promote market investment sentiment faster. The speculation sentiment will converge towards the direction of "growth stocks" on the small and medium-sized boards and GEM, and eventually form a more consistent investment, hype up expectations, win over market liquidity, and "Yu Hang" series

'Funds are locked in the early main lines such as 'infrastructure', 'military industry', and 'Internet finance', forcing the funds of the 'Yu Hang Group' to either completely fail the market and fall from the altar of performance, or... be forced to...

They cut their positions on the main line of the market and obediently carried the sedan chair for them.

And just like this midday investment sentiment, the differences are huge.

At the same time, the main institutions also have their own calculations, and the expected direction of the market is obviously different.

The market trading time has quickly passed through the lunch break, and at 1:00 p.m., the stagnant markets of the two markets resumed trading.

I saw that after an hour and a half of emotional brewing and various market news at noon.

As soon as the market opened, the Shanghai Composite Index fell sharply, once again touching the 2,290-point mark, erasing the already negligible gains on the market.

At the same time, the Shanghai Stock Index fell sharply.

The market has attracted a lot of attention, but the performance of "infrastructure", "military industry" and "Internet finance" has been obviously weak this morning. Several major related industry sectors and concept sector indexes have also fallen one after another, and the core concept leading stocks in their fields have also fallen.

, such as MCC, Gemdale Group, Conch Cement, Hangfa Technology, Shanghai Construction Engineering, Tianshan Cement, Pudong Construction, Beijiang Communications Construction... etc., the active selling volume on the market is also rapid.

Accumulating, and actively selling downwards, the weak trend becomes more and more obvious.

However, it is also the same time.

The Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium Enterprises Index suddenly jumped upwards.

Among them, the indexes of the three major industry sectors of 'Film and Television Media', 'Internet Software' and 'Internet Applications', which have attracted great market attention, have risen by more than 0.3% at the moment the market opened. Related core concepts

For stocks, active buying volume also exploded rapidly, pushing up the stock prices of many stocks.

Then, it lasted until 1:12.

For a full 12 minutes, the Shanghai Stock Exchange Index hovered between the red plate and the green plate, and it fluctuated in a narrow range at the 2290 point mark, with the time-sharing volume continuing to decrease.

The Shenzhen Stock Exchange Index, on the other hand, successfully reached the 1.2% increase mark in these 12 minutes.

As for the ChiNext Index and the Small and Medium Enterprises Index, their performance was even more outstanding, reaching the 1.5% increase mark one after another.

In the obviously differentiated trend interpretation of several major indexes, active funds in the market are also further flowing from the popular main lines such as 'infrastructure', 'military industry', and 'Internet finance' in the early stage, into 'film and television media', 'Internet software', and 'Internet finance'.

The direction of the field of "growth stocks" that focuses on application.

However, just when everyone thought that the previous hype of "mid- and large-cap performance heavyweight stocks" and "state-owned enterprises and central-owned enterprise reform and restructuring stocks" had shifted towards "small and medium-cap growth concept stocks" and "emerging industry story stocks", the market was extremely huge.

The probability is that it will repeat last year when the Shanghai index remained unchanged, while the ChiNext index moved forward independently, almost out of a doubling index trend.

The entire market's investment sentiment and hype sentiment have begun to accelerate their convergence towards small and mid-cap stocks.

At 1:15, it gathered great attention from the market. At the same time, it also made a great contribution to the changes in the "growth stocks" route of the entire small and medium-sized board and GEM in the morning, driving "Internet software" and "Internet applications" in one fell swoop.

The two major emerging industry sectors broke through, and a group of retail investors and hot money groups praised it as the leader in today's market. Netspeed Technology suddenly exploded, and its stock price plummeted!

(End of chapter)