The investment era of rebirth

Chapter 510 The choice of major institutions (7)!

Author: vaguely first meeting

"Concentrate positions?" Zhou Kan asked, "Concentrate on the line of 'film and television media'?"

Xu Xiang nodded and responded: "Yes, focus on the 'film and television media' line. After all, on the entire small and medium-sized board and GEM 'growth stocks' line, according to your analysis just now, the 'film and television media' line

No matter which factor is analyzed, this line is the main line with the strongest hype expectations and investment expectations."

"We will concentrate the bargaining chips on the 'growth stocks' line of the small and medium-sized board and the GEM board on the main line of 'film and television media'."

"In the future, no matter whether the main market direction after the market experiences major divergences is to deviate from the Shanghai stock market, or to the Shenzhen small and medium-cap concept growth stocks, we can be relatively in control of the initiative."

“Furthermore, with LeTV’s blow-up today, the internal chip structure of the ‘Film and Television Media’ line has become somewhat loose.”

"If we adjust positions at the right time, we can also get a lot of high-quality chips."

"Okay, I understand!" Zhou Kan nodded under Xu Xiang's explanation and instructions, and then quickly issued corresponding trading instructions to the traders in the trading room.

And as his trading order was issued...

At this time, the market trading time has reached 1:46.

I can only see that the overall market conditions have not changed much compared to before. Whether it is the Shanghai Stock Exchange Index, the Shenzhen Stock Exchange Index, the GEM Index, or the Small and Medium-sized Enterprises Index, they all maintain a relatively balanced trend of shrinkage and shock, and the major main lines of the market

, are also in a state of shrinkage and shock.

It’s just that two stocks, LeTV and Netspeed Technology, have exploded.

After the time-sharing volume continued to explode, at this moment, the daily limit was sealed again due to the influx of buying orders from the main funds.

Of course, even if these two stocks re-blocked the daily limit, they failed to re-activate the hot hype sentiment in the main lines of 'Film and Television Media', 'Internet Applications', 'Internet Software' and the GEM's 'Growth Stocks' direction.

It can only slightly save the market trend of major core concept stocks in these major main areas, and weaken the corresponding follow-up selling orders.

"Hey, the entire market has shrunk seriously!"

Seeing Internet speed technology, LeTV has closed its daily limit, but it has failed to once again stimulate the main line speculation of 'film and television media', 'Internet applications', 'Internet software' and the GEM's 'growth stocks', which have gathered in the trading market.

The vast number of retail investors in the platform discussion area are all a little disappointed.

"This should be the case today, right? No matter whether it is the Shanghai Stock Exchange Index, the Shenzhen Stock Exchange Index, the ChiNext Index, or the Small and Medium Enterprises Index, under this kind of time-sharing capacity, it will be unable to make an upward impact."

“The Shanghai Stock Exchange Index is just a hair away from reaching a stable level of 2,300 points!”

"We are so far apart, but it is like a chasm. There is no strength to support it, and it is impossible to cross it."

"The market is still too divergent. If you follow the trend, you don't know where to follow the trend. Otherwise... the capacity should not be reduced to this extent."

"Even the stock trends of leading concepts like Internet Speed ​​Technology and LeTV are unstable. It is normal for everyone to hesitate and have concerns. In the current market, except for the 'Film and Television Media' line where expectations are relatively consistent, other

It’s easy to get slapped in the face if you follow the trend of the main line, right?”

"Indeed, so today is a divergence day, and we should be able to see signs of a definite turn in the market tomorrow."

"In a word, just wait and see."

"Movement is worse than silence. It's true. In the morning, I hurriedly cut off my funds in the main popular concept stocks of 'infrastructure', 'military industry' and 'Internet finance'. At this moment, I saw the stock prices of many leading concept stocks in this field."

They all warmed up one after another, and they must also be regretting it, right?"

"It's okay to regret it. Holding shares requires faith."

"In the main areas of 'infrastructure', 'military industry', and 'Internet finance', Mr. Su's 'Yuhang Department' is the main lock-up, and the subsequent market prices should not be much worse. It is only a short-term comparison of the entire market.

, it has risen too much and we just need to absorb the profits.”

"Agree, I think that whether it is 'infrastructure', 'military industry', or 'Internet finance', which are the early popular themes, or the newly hyped 'film and television media', 'Internet software', 'Internet application', or even 'intelligent

There should be opportunities in these main areas of the mobile phone industry chain."

"Generally speaking, the expectations of these main lines are not bad. The key is that the Shanghai Stock Index has not yet broken through, which always gives people a feeling that the market trend is unstable, and they are hesitant to take heavy positions or intervene in full positions."

"I feel the same way."

"Indeed, I always feel that it is so difficult for the Shanghai Stock Index to break through 2,300 points. It will be even more difficult to break through 2,400 points, or even stand on 2,500 points, refreshing the rebound high point in early May."

"According to past trends, the Shanghai Stock Index will usually fall for a long time."

"I hope that this time, the Shanghai Index will not stay sideways for too long at this position. Otherwise, the more it consolidates, the more panic I will feel."

"Whether the market can go up, whether it can stand firm at 2,300 points, and continue to open up space, I think we must first look at the line of 'big infrastructure' and when the adjustment can end."

"Well, looking at today's market trend, it is true that the trend of the Shanghai Stock Exchange Index is most closely related to the performance of the main line of 'big infrastructure'."

"So, the line of 'big infrastructure' is the real core line of the market?"

"Yes, I think so."

"I think that no matter which main line direction it is, as long as a consistent expectation can be formed and the main funds in the market shift in one direction, the index can break through upward. It does not have to be the 'big infrastructure' line."

"However, only the line of 'big infrastructure' is the one with the smallest differences in mid- and long-term investment expectations among the many core lines in the current market, right?"

"Indeed, in fact, if the main line of 'traditional finance' changes, the Shanghai Stock Exchange Index will easily rise."

"The field of 'big finance'? Impossible, there is no expectation at all in this direction."

"But in the field of 'big finance', especially the valuations of traditional financial heavyweight stocks, their valuations have been compressed to historical extremes. If the main funds work together, it should be possible, right?"

"It's difficult, there are no expectations, and the deposits are driven by incremental funds. No one will take advantage of the main funds of all parties in the market."

"Don't look at PE, it's a useless indicator."

"Indeed, if you look at PE stock trading, you will lose money sooner or later in Big A."

"It is impossible for 'big finance' to lead the market to a breakthrough. Without strong expectations, how much capital is needed to promote these financial heavyweight stocks with such a large market value and size? There are really so many incremental funds... There are strong medium and long-term investment expectations.

Isn’t it easier to build ‘big infrastructure’ than to build ‘big finance’?”

"Hey, forget it, I don't want to worry about the exponential breakthrough."

"Actually, even if the index cannot break through, the market situation will be quite good if it repeats the trend in the second half of last year."

"It's nice to think that whether it is 'mobile Internet' or 'smartphone industry chain', the current expectations of these two main lines are not as strong as last year, and a number of core stocks in these two main lines have never been

It has taken half a year to adjust from the end of the year to now, but overall, the stock price has still risen a lot compared to last year before the hype. In fact, many stocks are only halfway up the mountain from the peak of the hype last year. Under this situation, even if

With the level of hype last year, the space won’t be too high.”

"But there are always certain expectations, right?"

"In general, during the adjustment stage of the main lines of 'big infrastructure', 'military industry' and 'Internet finance', the small and medium-sized board and the GEM 'growth stock' line can still take on some market trends and are also popular in the early stage.

Under the main line adjustment, is it the only area of ​​profit-making effect?"

"But I always feel that apart from the main line of 'film and television media', there are more or less problems in other main line directions, money-making effects and proactive funding."

"To put it bluntly, the market recognition is not enough."

"Wait patiently. At this time, the opportunity on the left is full of uncertain risks. It is safer to wait for the opportunity on the right to take action."

"Yes, let's wait until the third board confirms the leader."

Amidst the heated discussions among many retail investors, the time trading time unknowingly passed by 2:30 in the afternoon and entered the last half-hour trading session at the end of the day.

However, as trading time goes by.

There are still great differences in the market style, and at the same time, volume and energy are also continuing to shrink. The Shanghai Stock Exchange Index is trapped at the 2300 point mark, neither going up nor down, the Shenzhen Stock Exchange Index and the ChiNext Index, and the Small and Medium Enterprises Index are hovering at 1%.

The rising position has completely lost its upward momentum.

As for the early popular main lines such as 'infrastructure', 'military industry', and 'Internet finance' that have attracted much market attention, as well as the main lines of 'film and television media', 'Internet software', and 'Internet applications' that accounted for the gains in the two cities today.

Performance, at the moment, is also languishing.

Core stocks in fields such as 'infrastructure', 'military industry' and 'Internet finance'.

'Huaguo MCC, Shanghai Construction Engineering, Beijiang Communications Construction, Pudong Development, Gemdale Group...' After the stocks rebounded with rapid explosive volume before, they have been oscillating near the post-rebound position and have not continued.

If it goes up, it will be difficult for the stock price to fall again.

Similarly, the core stocks in the main line areas of 'film and television media', 'Internet software' and 'Internet applications'.

In addition to the various concept stocks that have closed their daily limits in early trading, there are a number of core concept stocks that have been pulled up in the afternoon market. Even after LeTV and Wangsu Technology's stocks were closed, the active selling was not so serious, but the initiative to follow the trend and rise.

However, the buying orders also weakened a lot at the same time, causing many stocks to fall into a shrinking and sideways trading pattern. They were unable to effectively attack and at the same time, it was difficult to fall further.

Anyway, at this moment.

Due to market differences, the majority of investors have a hesitant investment mentality.

Instead, the entire market has formed a subtle long-short balance pattern, stuck at a key point, and has become a narrow range of fluctuations that neither rises nor falls.

In the face of such market trends.

As the main institution of the 'Yu Hang Group' with heavy positions in the main directions of 'infrastructure', 'military industry' and 'Internet finance', and other institutions with similar holding directions, we are willing to accept it; however, for the market sentiment that is being comprehensively guided

And the "Pingyin Asset Management Institutions" that are actively following the trend and are moving in the direction of "growth stocks" on the Small and Medium-sized Board and GEM, and the position weights are shifting towards core main lines such as "film and television media", "Internet software", and "Internet applications", as well as

Its mechanism similar to the trading direction is an obvious sign of danger.

"Mr. Liu, the market trend is a bit deviated from our expectations and assumptions!"

At 2:35 pm, in the core main fund trading room of Pingyin Asset Management Center, fund manager Chen Shen stared at the trading tables of the two cities, frowned slightly, and reported to the silent general manager Liu Ziliang: "Netspeed Technology and

LeTV’s re-blocking failed to boost popularity and sentiment, which proves that the market investor group has great doubts about the market continuity of the ‘growth stocks’ line of small and medium-sized boards and GEM!”

"I saw it!" Liu Ziliang responded angrily with sharp eyes.

After the market opened in the afternoon, the daily limits of Wangsu Technology and LeTV were smashed, which he did not expect at all.

Of course, this was also a mistake in his overall trading thinking.

If they could place a large number of orders in advance on the daily limit boards of Wangsu Technology and LeTV, which have already reached their daily limit, to avoid the daily limit boards of these two core concept stocks being smashed, the current market trend would not be like this.

However, there is no use regretting this now.

"What should we do now?" Chen Shen saw that Liu Ziliang's expression was not good. He paused for a while and said cautiously, "Let's wait and see, or should we continue to operate according to the previous ideas?"

Liu Ziliang responded: "Wait and see? At this time... time is not on our side. The more we wait and see, the more doubts the market investor group will have about the market continuity of the 'growth stocks' line of small and medium-sized boards and GEM. The market will

The more active capital groups that are hesitant within, the more likely they are to turn back to the early popular themes of 'infrastructure', 'military industry' and 'Internet finance'."

"If these funds are really transferred back, everything we have done today will be in vain."

"Similarly, once the majority of investors in the market have more doubts about the market continuity of the 'growth stocks' line of small and medium-sized boards and GEM, and are unwilling to follow the trend, then this line will be useless, and we want to

Depending on the main trend of the market, the plan to transfer from the Shanghai stock market to the Shenzhen stock market will be completely bankrupt."

"Then let's..." Chen Shen asked.

"Continue to increase positions and increase capital investment according to the previous operating ideas." Liu Ziliang interrupted Chen Shen and said decisively, "In the trading market, in the face of opportunities, the final result caused by hesitation can only be failure. The current market as a whole

The emotional direction, as well as the scope of the money-making effect, are still on the "growth stocks" line of the small and medium-sized board and GEM, and the selling pressure on the main lines of "infrastructure", "military industry" and "Internet finance" is also still there.

If we continue to invest money to guide the market, it will be effective."

"Okay!" Seeing Liu Ziliang's decisive look and firm tone, Chen Shen didn't dare to ask any more questions and responded hurriedly.

Then, he immediately looked back and quickly issued an order to the traders in the trading room to continue selling the fund's positions on the core lines of 'infrastructure', 'military industry' and 'Internet finance', especially those held by the 'Yu Hang Group'

The stocks have overlapping stock chips, and it also allows everyone to increase the amount of chips they buy in the core main areas of 'film and television media', 'Internet software' and 'Internet applications'.