The investment era of rebirth

Chapter 520 The struggle for market dominance (9)!

Author: vaguely first meeting

Chapter 520 The struggle for market dominance (9)!

"Suffering the consequences instead?" Zhou Kan was slightly startled and said subconsciously, "Isn't that the case? Looking at the market performance, hot spots and emotional reactions, they are still on the line of 'concept growth stocks' on the small and medium-sized boards and GEM.

Even 'infrastructure', 'military industry', and 'Internet finance', which were popular main areas in the early stage, where the market sentiment is not that bad today, are among the small and medium-cap concept stocks that have strong market trends."

"It also depends on the degree of involvement of various funds in these small and medium-cap concept stocks, as well as the intensity of retail investors following suit."

"I'm afraid this market trend will continue for some time."

“Since the market trend in this direction still has continuity, then there is no big problem in guiding the market so hard and attracting follow-up funds to continue to gather in this direction, right?

"that is……"

Zhou Kan paused, smiled softly, and continued: "Such a deal is a bit too expensive."

When Xu Xiang heard Zhou Kan's words, he smiled slightly, but disagreed, and responded: "As traders, in all market trends, all our operating strategies must make the best use of the situation, which means we must follow the trend.

Do it based on the evolution of the market itself, otherwise... you will eventually be overwhelmed by the trend of the market."

"And in the current market..."

"Although the emotional hot spots are still on the small and medium-sized board, the GEM 'concept growth stocks' are on the front line."

"But after this line has accumulated enough short-term profits in the short term and created a certain space, it has entered the stage of realizing short-term speculation expectations."

"In other words, analyze according to the chip structure on the market."

"This line has reached a point of divergence in the short-term market trend."

"At the supposed divergence point of the market, by spending a huge amount of money to forcefully pull the market to stabilize the market and the funds to follow the trend, although the market can maintain a strong state in a short period of time, the chip structure itself has not changed at all. On the contrary,

This increases the profit-making chips on the short-term market, and if these profit-making chips are not spit out on a large scale, the upward pressure on this line will become stronger and stronger."

"At the same time, due to the impact of this capital intervention on stock liquidity."

"After this fund is too deeply involved, it will inevitably be the dominant player on the market. In such a situation... amid the emotional hype of concept stocks, other hot money or institutional main funds that were originally interested want to follow up.

They are also worried about the other party’s sudden market crash and strong control of the market, so this stock with too much capital involvement may appear to be strong, but in fact, there are huge problems in its follow-up ability.”

"However, looking back at the early market main lines of 'infrastructure', 'military industry' and 'Internet finance'."

"Although these lines are not currently running strongly, their internal chip structure, after the two days of adjustments, the short-term floating profit-making chips have almost been released. In other words, compared with the 'film and television'

"Media', 'Internet applications', and 'Internet software' are the main lines in the so-called 'concept growth stocks' field. The potential upward pressure on these lines is much smaller."

"When we do transactions, we judge the strength and weakness of the market and the direction of the wind."

"The most important thing is not the present, but the future."

At this point, Xu Xiang paused and pondered for a moment, and then continued: "That's why I said that the other party's trading method to guide the market was obviously a little too hasty. Facing the opponent's funds, it was the 'Yu Hang System'

Under such circumstances, you might just shoot yourself in the foot."

After listening to Xu Xiang's analysis, Zhou Kan thought about it carefully for a while, and finally understood the logical relationship. At the same time, he secretly admired Xu Xiang's ability to interpret the board, so he paused and responded: "In this way

...The more the small and medium-sized board and GEM 'conceptual growth stocks' lines refuse to adjust and forcefully open up space, the more it means that the time for the market hot spots to turn is getting closer?"

"Yes!" Xu Xiang nodded, "As the so-called profit leads to loss, the small and medium-sized board and the GEM 'concept growth stocks' line are originally following the route of emotional speculation. Under this logic, the influence of the chip structure on the market

, has become a factor that cannot be ignored, not to mention..."

Xu Xiang smiled and continued: "In the early popular main directions such as 'infrastructure', 'military industry', and 'Internet finance', there is also the 'Yu Hang Group', a major institution with huge financial strength, which has been protecting the market.

Guide funds from all parties in the market to flow in the direction of these early popular main lines."

"Once the small and medium-sized boards are forcibly raised, the main institutional funds of the GEM's 'conceptual growth stocks' line are out of stock and cannot continue to strongly support the market. Then, the differentiation trend of the 'conceptual growth stocks' line will expand rapidly.

, causing the disk of this line to go to the other extreme.”

"Moreover, as the market trading time goes by, and the subsequent evolution of the entire market."

"As the internal short-term profit taking of the 'conceptual growth stocks' line becomes heavier and heavier, and the upward pressure becomes greater and greater, the situation faced by the main funds that dominate the 'conceptual growth stocks' line is also

They will become more and more passive."

"Is there no opportunity for the market to form consistent expectations on the 'conceptual growth stocks' line?" After hearing Xu Xiang continue to analyze the market, Zhou Kan thought for a while and asked, "If the majority of the market's investor groups agree with this direction

According to the medium and long-term investment logic, even if the short-term profit margin of this line is huge, it should be able to be slowly digested by the changing hands as the funds that follow the trend gradually enter!"

"As long as these huge free chips for short-term profits are cleared on the market."

"As for the 'conceptual growth stocks' line, even if there is no large-scale correction, it can still complete the chip cleaning through strong breakthroughs and continuous huge increase in volume, and re-assemble a stable chip structure."

Xu Xiang responded: "Although overall, the market value of the 'conceptual growth stocks' line in the Shenzhen Stock Exchange is significantly smaller than the main line of 'big infrastructure' in the direction of the main board, in terms of the stability of the chip structure,

The Shenzhen Stock Exchange's 'conceptual growth stocks' line is not as good as the main board's 'big infrastructure' line."

"Why?" Zhou Kan asked subconsciously.

Xu Xiang replied: "At the beginning of the year, last year, and even the year before last, the line of 'conceptual growth stocks' in the Shenzhen Stock Exchange has been subject to repeated speculation by the main funds of all parties in the market and even active hot money groups. It can be said that whether it is short-term or medium-term,

A huge number of retail investors have been stuck on this main line for a long time."

"And the main board direction of the 'big infrastructure' line..."

"Except for April and May, there has been no sustained large-scale speculation before. Coupled with the continuous bear market for several years, the investment expectations and valuation expectations of various investor groups in the market have been extremely low.

, there are not many major institutions and retail investors willing to hold positions for a long time."

"And due to the repeated compression of valuations and the continuous downward trend for several consecutive years."

"There are not many free chips still gathered on the board."

"There is also the continuous trend of 'big infrastructure' in April and May, which can be regarded as loosening the chips in the entire large range, converting the long-term holding chips gathered in this range into a small number of new entrants.

The main funds of institutions, as well as short-term chips to follow the trend."

"Now, after a short adjustment, the short-term chips have been almost cleared."

"Then, as long as the 'Yu Hang Group' entrenched in this main line can seize the right opportunity, when there are certain differences in the 'concept growth stocks' line in the Shenzhen Stock Exchange, they can concentrate funds to pull the market and compete for the market.

With active capital liquidity, it is also expected that the market trend will once again fully move towards the direction of the main board."

"Again……"

Xu Xiang paused for a moment, then continued with a smile: "We must clearly distinguish between the line of 'conceptual growth stocks' in the Shenzhen Stock Exchange and the line of 'weighted performance stocks' in the Shanghai Stock Exchange."

, you can’t make the short-term longer, and you can’t make the long-term shorter.”

"and……"

"Although the overall money-making effect of the market continues, the overall volume performance is still maintained at a lower average market level."

"Such a low water level can show that the market can only break through in the direction of least resistance."

"Analyzing the current market performance node, the market direction of 'big infrastructure' on the main board, as well as the main direction of 'military industry', 'Internet finance' and other main lines that have not yet been fulfilled after short-term adjustments, but long-term expectations have not yet been fulfilled, are the upward trend of the market.

The direction of least resistance.”

"Understood!" When Zhou Kan saw Xu Xiang saying this, he suddenly stopped talking and pondered a little in his heart. He fully understood and responded, "Then let's discuss the operational strategy..."

Xu Xiang smiled, and seeing the slightly hesitant look on Zhou Kan's face, he interrupted him and said decisively: "After the other party forcibly promoted a number of hot benchmark stocks such as 'LeTV, Internet Speed ​​Technology, and Huayi Brothers'

, our short-term buying chips in the direction of 'conceptual growth stocks' have now made almost 20% profit, right?"

"Yeah!" Zhou Kan glanced at the backstage and replied, "Almost 20% of the profit."

"Then slowly stop profits!" Xu Xiang said with a smile, "harvest profits at the right time, and then continue to transfer the vacated positions to the main directions that were popular in the early stage, such as 'big infrastructure', 'military industry', and 'internet finance'"

, we have to thank this fund for pulling in, giving us a better opportunity to take profits, and at the same time, the market trend has entered a stage of clarity."

"Okay!" Zhou Kan responded.

Immediately, Xu Xiang quickly issued trading orders to all the traders in the trading room according to Xu Xiang's ideas.

As traders executed the trading orders, a series of target stocks of 'Film and Television Media', 'Internet Software', 'Internet Applications' and even 'Apple Industry Chain' were held by the 'Zexi Clan' on the two markets.

On the market, relatively concentrated selling and selling orders instantly appeared.

but……

Because the positions held by the ‘Zexi Clique’ in these stocks are not very large.

Therefore, even if they focus on selling chips at the intraday highs of these stocks, they cannot change the market trend of these stocks themselves.

The direction of the overall market trend, after LeTV, Huayi Brothers, and Crystal Optoelectronics have hit the daily limit, are still moving towards the 'Apple Industry Chain', 'Film and Television Media', 'Internet Software', 'Internet Application' and many other small and medium-sized boards, starting businesses

The main areas of "conceptual growth stocks" on the board are converging, and at the same time, the market's main capital flows are once again shifting towards these main areas.

In other words, after the ‘Pingyin Asset Management System’ poured in a huge amount of funds with all its strength.

They were able to arouse market investment sentiment and speculation sentiment, and once again concentrated on the entire Shenzhen market's "conceptual growth stocks" field, once again deepened the active funds in the market, and once again promoted the speculation of a number of small and medium-cap concept growth stocks.

The market had already shown signs of recovery, and a number of main board-weighted performance stocks that had rebounded in market trends suffered further "blood loss" and temporarily lost sufficient liquidity.

And when the market trend reversed again, the Shanghai Stock Index stopped at 2310 points and turned back into a moment of downward adjustment.

At 11:09, market public news came from an important investment strategy exchange meeting in the asset management industry offline in Shanghai, and news that had a greater impact on market trends also leaked out.

I saw Mr. Liu from 'Pingyin Asset Management Department', Mr. Gao from 'E Fund Management Center', Mr. Shan from 'Huarui Public Fund', Mr. Ning from 'Huaxin Securities Strategic Investment Department'...all the asset managers

The big names in the industry all publicly expressed their optimism about the future market conditions at an offline investment strategy exchange meeting held in Shanghai, and stated that they would focus on the 'smartphone industry chain' and 'mobile Internet' in the emerging economic fields.

'Two major investment areas.

Among them, Liu Ziliang, the general manager of 'Pingyin Asset Management Department', also published a specific core logical investment report that is optimistic about these two major investment fields in front of the media cameras. He elaborated on his optimistic views on these two major investment fields and made it clear.

, privately stated that 'Pingyin Asset Management System' will focus on increasing the investment weight of these two main lines in the future.

At 11:15, the specific news about this offline investment strategy meeting, as well as the views and opinions of asset management tycoons, began to become popular, spreading to various online stock investment exchange forums and related investment exchange communities, and

Many financial media responded quickly and began to report on it.

And due to the impact of these news...

Starting from 11:16, the market trend began to focus more and more on the "concept growth stocks" front line in the Shenzhen Stock Exchange.

The stocks related to the 'Apple Industry Chain' that have attracted the market's core attention continue to explode upwards, with Anjie Technology, Changying Precision, Goertek Acoustics, OFILM Technology, Lexun Precision, Crystal Optoelectronics and other stocks all hitting the daily limit; they are again crowded.

'Film and television media' related concept stocks, which ranked second in the industry sector growth lists of the two cities, also all experienced a sudden increase in volume, and the number of concept stocks once again exceeded the 12; 'Internet applications', 'Internet software' and other 'mobile Internet' stocks

Concept stocks in the 'sector' have also linked up with concept stocks related to the main line of 'smartphone industry chain' headed by 'Apple industry chain', and simultaneously achieved upward breakthroughs in volume.

(End of chapter)