The investment era of rebirth

Chapter 537 The struggle for market dominance (twenty-six)!

Author: vaguely first meeting

Chapter 537 The struggle for market dominance (twenty-six)!

For example, the two major industry sectors are ‘real estate’ and ‘film and television media’.

At this moment, the growth pattern of the two industry sector indexes is almost the same, but the volume and energy performance are completely different.

The circulation market value of the entire 'real estate' sector is almost 6 times that of the entire 'film and television media' sector. However, the daily turnover of the 'film and television media' sector is even greater than that of the 'real estate' sector. This shows that although the 'film and television media' sector has

Under the forceful pull of many main funds, the risk of diving in the market due to concentrated selling has been temporarily avoided, but the trend of extreme heavy volume and stagflation is still very obvious.

After several days of continuous adjustments, the 'real estate' industry sector is now able to turn upward without any obvious signs of amplification in volume. The trend of core stock stock prices has picked up, which shows that under the continuous adjustment, the internal fluctuations in the sector have been weakened.

The chips have been almost cleared, and the upward pressure on the market has been significantly reduced. Before touching the new pressure range above, the upward pressure is obviously much lighter than that of the 'film and television media' sector, and it is easier to follow the market trend at this moment.

Next, create space to make money.

Similarly, the main line sectors of 'concept growth stocks' such as 'Apple Concept' and 'Domestic Software', which performed strongly yesterday, and the main line sectors of 'big infrastructure' such as 'Architectural Decoration' and 'Building Materials', which had a similar trend to the market's growth pattern.

, also has these obvious characteristics.

Of course……

The entire market, as a whole, has the best trend shape and is the area where the following funds are most enthusiastic about participating.

It is still the two major conceptual sectors of ‘Internet finance’ and ‘e-commerce’, as well as the two major industry sectors of ‘electronic information’ and ‘retail’.

"Yesterday it opened high and moved low, and today it opened low and moved high. The market seems weak but is actually strong, but it is still quite resilient!"

At 10:16 a.m., in the main fund trading room of Xiniu Fund Company in Shenzhen Stock Exchange, the trading team leader Mou Zhengxing saw that the Shanghai Stock Exchange Index had reached the 2300-point mark again. He tilted his head and asked the fund manager Fang Xinsheng: "Mr. Fang, look at the market conditions.

Changes and the trend pattern of the Shanghai Stock Index. The pressure on the Shanghai Stock Index near 2,300 points has been almost cleared by the continuous shocks these days, right? Do you think...can the Shanghai Stock Index stand firm at 2,300 points today?"

"What do you think?" Fang Xinsheng smiled and asked rhetorically instead of answering directly.

Mou Zhengxing thought for a moment and responded: "It should be possible. I think that in the traditional main areas of 'big infrastructure', 'big finance' and 'big consumption', many core weight stocks can perform better in terms of active buying volume than in the previous few."

Today, it is obviously stronger, and the lines of 'film and television media', 'smartphone industry chain', and 'mobile Internet' that were strong in the past few days have particularly huge differences in the market today. Although these lines at this moment, in terms of form,

It is still rising, but the selling on the market can be clearly felt. It is still getting heavier and heavier, and it should be entering the adjustment stage."

"And as long as these lines fall into adjustment..."

“The various follow-up funds chasing these lines these days, as well as the vast number of short-term hot money groups, are bound to make a quick retreat when the money-making effect declines, and look for hot spots or market main lines in the market that have more money-making effects and rising expectations.

"

"However, it is obvious that in the current market, the only hot spots and market main lines with such rising expectations and money-making effects are the two conceptual sector hot spots of 'Internet Finance' and 'E-Commerce', and after several days of adjustment, they have shrunk.

The volume is obvious, and it has begun to gather popularity and funds in the main line of 'big infrastructure'."

"However, many concept stocks in the two concept sectors of 'Internet Finance' and 'E-Commerce' are overlapping, and the correlation between the two concept sectors is extremely strong. At the same time, the volume of circulation is also very limited. If we use these two concepts

If the sector is the main market guide, it should not be able to carry too much active capital."

"In other words, once the main lines of 'film and television media', 'smartphone industry chain' and 'mobile Internet' enter the adjustment stage, various active financial groups will emerge to pursue 'Internet finance' and 'e-commerce'

When the prices of these two major concept sectors increase, they will definitely overflow to other main lines of the market."

"And the overflow funds... will undoubtedly choose the 'big infrastructure' field where all expectations are good and the short-term market performance has been fully adjusted."

"Then, when the main line of 'big infrastructure' begins to absorb the active capital groups that overflow from the market on a large scale."

"When the market trend of this line is concentrated and upward, there is a high probability that it will be able to replicate the strong rebound of the Shanghai Stock Exchange Index in the days after the Dragon Boat Festival."

"In this way, with the help of the main line of 'big infrastructure', the Shanghai Stock Index has broken through 2,300 points and stood firm at this time. There should not be too much pressure."

"Good analysis!" Fang Xinsheng nodded and praised with a smile, but still did not express his opinion. Instead, he turned his head and looked at Liu Xin, the general manager of the company, and asked, "Mr. Liu

What do you think? Is it time for the Shanghai Stock Exchange Index to break through?"

Liu Xin didn't expect that Fang Xinsheng would ask himself. He was stunned, staring at the trading boards of the two cities, pondering for a long time, and then replied: "It's hard to say, 'big infrastructure', 'big finance', 'big consumption' these traditional big..."

Although a number of industry sectors and concept sectors in the main field have rebounded, market attention and expectations are not strong. At this time, the amount of main buying funds gathered in these fields can continue to expand on the path of recovery.

The problem is still quite big.”

"At the same time, 'film and television media', 'smartphone industry chain', and 'mobile Internet' are mainly conceptual lines that tend to be Shenzhen stock market, small and medium-sized board, and GEM component stocks. Although there are obvious differences on the market at this moment, the market

The amount of active selling funds can increase significantly, but overall, the main funds that are optimistic about these major fields are still buying on a large scale, and a number of industry sectors and concept sector core component stocks in several major main fields are the main force.

The flow of funds is still in a net inflow situation."

"This shows that the differences between the positions of these lines are large, but it does not mean that there is no expectation and potential for upward movement."

"What if these major funds for large-scale buying can withstand this wave of market divergences, completely digest these large-scale selling chips, and re-stabilize the chip structure on the market? Then... continue to pull up the market,

For these concept stocks in the main line field, the market pressure will become lighter again."

"Correspondingly, the room for growth will open up again."

"Furthermore, today's trends in the two major concept sectors of 'Internet Finance' and 'E-Commerce' are indeed very good, and various buying funds are following the trend very quickly. But as Xiao Mou said, these two concepts

The hot spot itself has not spread, and the amount of funds it can carry is limited, so it cannot be used as the leading direction of the market for speculation."

“In other words, in addition to the maximum amount of funds that can withstand the hot spots of these two major concept sectors, other active medium and short-term speculation funds, on the premise that they cannot follow the trend and enter the hot spots of these two major concept sectors, choose to recover.

, the main line of 'big infrastructure' that has been relatively fully adjusted, or choose the main line of 'growth stocks' that is still hot and has obvious short-term differences, but market attention, popularity, hype, and net inflows of major funds are as hot as ever. Uncertainty is still there

Quite huge, at least... at this moment, the market's consistent expectations in a certain main line direction have not yet been formed."

"And this expectation has not formed, which means that everyone is not confident enough that the Shanghai Stock Index will completely break through 2,300 points."

"There is insufficient market confidence, and the Shanghai Stock Exchange Index will completely break through the pressure barrier..."

When Liu Xin said this, he paused and thought for a moment before continuing: "In addition to 'Internet finance' and 'e-commerce', the two hot concepts have further deepened and developed, and the hype has rapidly spread to all the main concepts in the early stage.

In addition to bringing out the previous 'military industry' line in the field to further enhance investment sentiment and investment confidence in the 'big infrastructure' direction, we can only wait for market news and new major benefits to occur."

"Mr. Liu has a very clear view of market trends and market changes!" Fang Xinsheng praised Liu Xin with a smile after finishing his analysis, and then continued, "Indeed, the market has moved in the direction of the main board, especially in particular

There are signs that the main line of 'big infrastructure' has shifted, but the market investment expectations and hype expectations inspired by this sign are still far from enough to completely pull the line of 'big infrastructure' back into gear and break through upwards.

.”

"That is to say... the Shanghai Index still has to be suppressed by 2,300 points?" Mou Zhengxing frowned and responded, "The index has been unable to effectively break through here, which hurts the confidence and morale of market investors. The so-called 'it will fall if it persists' is not

It’s an empty talk. The Shanghai Stock Index has been tested and fluctuated repeatedly here. If it still cannot effectively break through, I am afraid that the subsequent market... will only get weaker and weaker."

Fang Xinsheng nodded slightly and said: "Your worries are reasonable, so I guess that with the development of the market and the passage of time, the two post-conditions that Mr. Liu just mentioned will have a high probability of happening, or in other words

There will be new market turning points in the market.”

"In general……"

Fang Xinsheng thought for a while and continued: "The Shanghai Index broke through upward. Although there is still a little bit of emotional expectation and confidence, the divergence node for the main line change of the market has indeed arrived, and the occurrence of the so-called market divergence node is also an important factor in the trading strategy.

, a good buying opportunity.”

"I think... we have been watching on the sidelines for so many days. At this moment, it is time to take action."

"Continue to increase the position and buy?" Mou Zhengxing was a little confused. He didn't quite understand why Fang Xinsheng wanted to increase the position in a hurry when he clearly said that the time for the Shanghai Index to completely break through had not yet come. He said, "Mr. Fang, if we increase the position, we...

…Which direction should we start from?”

"The field of 'military industry.'" Fang Xinsheng said with sharp eyes and firmness.

Hearing Fang Xinsheng's words, not only Mou Zhengxing was confused for a moment, but Liu Xin was also confused and asked: "Why is this line of 'military industry'?"

"Compared with the 'big infrastructure' line, the 'military industry' line is slightly smaller, and the expectations are the same as the 'big infrastructure' line. In addition, in terms of hype sentiment and the height of hype expectations,

The imagination space of 'military industry' is more hazy and the expectations are higher." Fang Xinsheng explained, "There is also the hype logic of the 'military industry' line, which is based on the underlying logic of 'performance value' and the 'pure story concept' hype logic.

In between, when the market sentiment really rises, the hype logic of this line and the active capital groups participating in it are all easy to accept."

"Of course, the most important thing..."

"After the explosion of the 'Internet Finance' line, if all kinds of funds follow the popular main lines in the early stage led by the 'Yu Hang Group' to speculate, the 'Military Industry' line will most likely be unavoidable. At the same time, this

Various positive expectations for the stock market have not been fully realized in the early market speculation."

"In other words, if the two lines of 'Internet finance' and 'e-commerce' can drive market speculation and market hot spots deeper and fully spread the market, then the line of 'military industry' must be the 'Internet

The two major conceptual hot spots of finance and e-commerce have exploded in full force, and under the spillover effect of funds from all following the trend, the next market will explode."

"It is a wise move for us to increase our positions in this area, seize advantageous chips in advance, and wait for the wind of market conditions to blow in this direction."

After saying that, Fang Xinsheng turned his eyes to the two of them again, waiting for their responses.

"Will the market situation really spread to the direction of 'military industry'?" Mou Zhengxing still had some doubts in his heart, but he did not ask the question. He just looked at Liu Xin seriously, waiting for General Manager Liu Xin to make a real decision.

Liu Xin felt the gazes of the two people and pondered for a moment. Although he did still have a lot of doubts about the logic Fang Xinsheng said, but in line with the principle of 'employ people without doubt, use people with suspicion', he also thought about

It was a fact that Fang Xinsheng’s trading strategy rarely made mistakes in direction before, so he finally nodded and said: "In that case... then let’s increase our positions according to what Manager Fang wants!"

Fang Xinsheng received Liu Xin's approval, his eyes instantly became firmer, and he immediately gave an order to Mou Zhengxing: "Buy the 'aerospace department', 'aviation engine department' military industry stocks, take the initiative, and do not make aggressive moves.

We will take as many selling orders as there are on the market. At this stage, we don’t have to worry too much about the stock price cost of adding positions. The most important thing is to get the core high-quality chips.”

"Okay!" Mou Zhengxing responded quickly as Fang Xinsheng's order was issued.

Then, he guided the traders in the trading room to follow Fang Xinsheng's trading strategy to buy stocks and increase their holdings of corresponding individual stocks.

And with their concentrated buying...

Although Fang Xinsheng asked everyone not to take the initiative to pull orders and only passively accept selling orders with medium and small retail orders.

However, when the various military concept stocks of the 'Aerospace Department' and 'Aviation Development Department' have strengthened one after another, and the trading volume on the market has gradually increased, as traders of various funds of the 'Yuhang Department' who have heavy positions in this field, as well as those responsible for

Zhu Tianyang, the leader of the trading team in this field, instantly discovered the abnormal movement in this direction.

"Mr. Su, there seems to be some movement on the market in the direction of 'military industry'." At 10:28, inside Yuhang Investment Company, in the main fund trading room, Zhu Tianyang quickly reported, "We have heavy positions in many stocks in this field, such as

'Aviation-engineering sector' and 'aerospace sector' military industry concept stocks all have funds secretly raking in money."

As he said that, he quickly ordered the check 'China Airlines Optoelectronics' and continued: "Mr. Su, please look at the real-time trading board of the check 'China Airlines Optoelectronics'. As long as there are more than 1,000 large orders actively placing selling orders, the market will be closed instantly."

will be eaten up, but the stock price will basically not change much, and the funds secretly raised will not be placed on the market, and it seems to be deliberately avoiding everyone's attention."

Following Zhu Tianyang's report, Su Yu observed carefully for a few minutes and indeed found this sign. He laughed and said: "Interesting, it seems... the time we are waiting for is getting more and more mature!"

(End of chapter)