Immediately after, the next moment.

Huace Film and Television, Wasu Media, Phoenix Media, Bosera Communication, Shengda Media, Zhejiang Digital Culture, Yanjing Culture, Cultural Investment Holdings, Ciwen Media, LeTV, Guangguang Media, Huayi Brothers...... and other concept stocks, there is no limit, all of them break through in the direction of the limit, and those that have been up and down before, the main buy pending orders on the price limit board also follow the sudden advance, and the limit of the sealed orders has increased sharply.

Then, at 1:02, it was only 2 minutes before the official opening in the afternoon.

The entire 'film and television media' industry sector,There have been 6 new limit stocks,Among the constituent stocks of the entire industry sector,There are more than 10 stocks with a daily limit,Among them,Light Media、Huayi Brothers two stocks have broken through to about 8.5%,One step away from the price limit,And LETV has already touched the price limit in lightning,The volume of the disk can expand sharply,The price limit is about to be sealed。

At 1:03, LeTV closed the daily limit, and the disk turnover reached 530 million.

At 1:04, the stock prices of Guangguang Media and Huayi Brothers both touched the price limit.

At 1:05, Huayi Brothers blocked the price limit.

At 1:06, Guangguang Media also closed the price limit, and the entire 'film and television media' industry sector index rose to about 4.3%.

At 1:07, in the 'film and television media' industry sector, as long as it is 'film and television' related stocks, the intraday increase is not less than 5%.

At 1:08, within the 'film and television media' industry sector, the daily limit of individual stocks broke through to 15.

At 1:09, the index of the "film and television media" industry sector rose to 4.5%, and the related "film and television production", "film and television entertainment", "animation", "star participation", "star indirect shareholding", "online video" and other concept plates have also highlighted the top of the list of concept plates in the two cities.

At 1:10, the 'film and television entertainment' concept sector rose by more than 6%, and a number of constituent stocks in the concept sector began to stage a grand occasion of collective rising tide.

At 1:11, driven by the market of the entire industry sector of 'film and television media', the GEM index rose by more than 1% and refreshed the intraday high.

At 1:12, the Shenzhen Index also broke through to more than 1%.

At 1:13, the small and medium-sized board index rose by more than 1.5%, continuing to maintain the leading position of important indices in the market.

At 1:15, the index of the 'film and television media' industry sector rose by more than 4.8%, spreading the market to 'mobile games', 'publishing media', 'network new media', 'mobile Internet', 'Internet software', 'Internet applications' and other concept plates, the entire market of small and medium-cap concept stocks began to usher in the care of the main buying funds, and launched a rapid rebound trend.

At 1:20, the small and medium-sized board index and the gem index both stood on 1.5%, nearly 2,000 stocks in the two cities, and there have been 1,600 stocks to achieve a red plate rise, and the Shanghai Index, which passively followed the rise, finally crossed the 2290 point mark, expanding the increase to more than 0.5%, and also refreshed the high point of this round of rebound and the intraday high, which is getting closer and closer to the 2300 point mark that everyone is looking forward to.

At 1:25, under the leadership of the outbreak of the main line of 'film and television media', the stocks of the two cities, as well as their major market indexes, began to appear in the whole market when the Shanghai Index was blocked by pressure, and at the same time, when the first wave of rapid and aggressive follow-up buying was exhausted.

At 1:26, under the exhaustion of aggressive follow-up buying, many small and medium-cap stocks, as well as several major market indices that have risen strongly, have begun to turn around on the time-sharing line.

At 1:27, the Shanghai Composite Index fell below the 2290 point mark after hitting the highest level of 2292.78 points.

At 1:28, the GEM index retracted its gains to less than 1.5%, and the growth rate of a number of conceptual sectors with 'film and television media' as the core all declined.

At 1:30, the market began to fall into a state of stagflation when the time-sharing volume could continue to amplify.

At 1:35, the Shanghai Composite Index fell back to 2285 points for shock, and at the same time, the upward trend of the entire market also showed obvious signs of lack of stamina.

At 1:40, the entire market fell into a state of shock, the "film and television media" industry sector rose by more than 4%, but it could not form a driving effect on the entire market, among them, affected by the siphon effect of funds, "infrastructure", "military industry", "state-owned enterprises, central enterprise reform and reorganization", "Shanghai Free Trade Zone", "Internet finance", "financial technology" and other mainline concept related plates, there are more obvious signs of intraday shocks and falls.

At 1:45, the market long and short divergence, once again obvious, many before 1:30 rapid rise in the concept of small and medium-cap stocks, have a pulsing trend, resulting in the front of the radical follow-up buying funds, in the stock price fell one after another.

At 1:47, due to the money-making effect around the line of 'film and television media', it has not really expanded to the entire market, and the follow-up funds are once again cautious, which also causes the entire market to begin to take the initiative in selling, and the active buying volume can be weakened more and more.

At 1:50, the GEM index rose again to about 1.3%.

At 1:51, the concept plates linked with the core hot plate of 'film and television media' began to show a more obvious differentiation trend, and all kinds of funds in the market followed the trend and concentrated on the core concept plate of 'film and television media', while other related marginal concept plates fell rapidly, and there was no real money-making effect and room for growth.

At 1:55, this differentiation trend of the market spread to the 'film and television media' sector, and non-'film and television' related main business stocks, such as 'mobile games', 'publishing media', 'online education', 'network information services' and other concept stocks, also began to show a more obvious decline.

At 1:57, the 'film and television media' industry sector index rose to 3.8% under this influence.

At 1:58, the market is becoming more and more rational to follow the trend, and the main business stocks with a strong correlation with 'film and television' are getting stronger and stronger in the overall shock and fall of the market, and there are more and more funds to follow the trend of buying;

Immediately after that, the market entered the last hour of trading.

The entire market, in addition to the 'film and television media' industry sector, and its related film and television production', 'film and television entertainment', 'animation', 'star participation', 'star indirect shareholding', 'online video' and other concept plates, can also maintain a strong state of intraday high shocks, other industry plates, concept plates, have basically given up all the gains after the afternoon opening, and the position fell back to the position near the position when the morning was suspended.

"The strong riot trend of 'film and television media' failed to help the Shanghai Index really break through 2,300 points!"

At 2:05 a.m., Shenzhen Market, Xin Niu Fund Company, 'Manniu No. 1' main fund product trading room, Mu Zhengxing, the head of the trading team, saw that the market fell back into a sideways trend, and the hope of Shanghai pointing to break through 2300 points also became slim again, and he couldn't help but sigh softly, and sighed: "It's really strange, this position of 2300 points, obviously there is no excessive pressure, but it is always a breath away, and it can't be rushed." ”

"Today's market with 'film and television media' as the core has not completely driven the breakthrough trend in the direction of the small and medium-sized board and the gem." Fund manager Fang Xinsheng took over and said, "2300 points is indeed not much pressure, but the market chip structure is very chaotic here, so it has caused a big difference between long and short, and at the same time, due to the medium and small cap concept stocks, there is not enough continuous money-making effect convergence, which leads to the flow of funds that follow the trend. ”

"But ......"

Fang Xinsheng smiled and continued: "Don't worry too much, the overall investment sentiment of the market is still biased towards the bulls, as long as the market maintains the money-making effect, and gradually dispels the doubts about the follow-up follow-up funds, while waiting for the profit of this index stage to be cleared and the adjustment of the chip structure is completed." ”

"Then, the follow-up index breaks through 2,300 points, which is a logical and natural thing."

"Of course, as for how the overall market style will change, whether it is biased towards the direction of the small and medium-sized board and the gem to break through, or whether it relies on the Shanghai index to break through, it is uncertain."

"Actually...... Today, the line of 'film and television media' has been strong enough. Standing behind Fang Xinsheng and staring at the big screen in the trading room, Liu Xin, the general manager of the company, also interjected at this time, "It's just that the Shanghai Index has collapsed, dragging the entire market back, and it has not been able to truly establish the confidence of market investors to follow the trend." ”

Fang Xinsheng responded with a smile: "It's not that the Shanghai Index is dragging its feet, but after the release of the line of 'film and television media', the market has formed a capital siphon effect in this field, and the field that previously occupied the most active funds in the market is the two lines of 'big infrastructure' and 'military industry' that support the main board index." ”

"Now, the market is active and collectively following up in the field of 'film and television media'."

"Naturally, the two core main lines of 'large infrastructure' and 'military industry' are seriously underfunded, and without the support of these two main lines, the Shanghai Index will naturally not have any good performance."

"Overall......"

Fang Xinsheng thought for a while and continued: "The amount of active funds in the market, as well as the amount of new funds that follow the trend to enter, are still seriously insufficient, and they cannot support the simultaneous breakthrough of multiple main lines of the market. ”

"But there's no way around it......"

"After all, the market has found a bottom near 2,200 points, and it has only been a short week since it came out of the continuous downward trend in the early stage."

"In the case of the gradual fermentation of the market situation, it will take time for over-the-counter funds to follow the trend and enter the market."

】

Again, as long as the market can maintain a continuous money-making effect, when the time ferments, and the doubts of many over-the-counter investors are dispelled, then there will naturally be a steady stream of incremental follow-up funds coming in, and at that time...... With sufficient funds in the market, you can achieve a breakthrough in multiple main lines at the same time, and at the same time, the market will have a further explosive trend. ”

After listening to Fang Xinsheng's analysis, Mu Zhengxing pondered for a while and said: "Mr. Fang, you mean that there is no problem for the market to continue to break through in the future, but at present, the market is in this position, and the time and space for adjustment are not enough, and we still need to wait patiently for a while?" ”

"There's enough space, there's still a bit of time." Fang Xinsheng responded, "In fact, at this time, it is not of much significance to blindly focus on the index, but it is the right thing to grasp the hot spots in the market, tap the main line opportunities, and carry out timely position adjustment." ”

"Hmm!" Liu Xin agreed, "There are indeed a lot of opportunities in the current market!" ”

The two main lines of 'infrastructure' and 'military industry' have obviously not been completed, and now the line of 'film and television media' has broken out, and the main line of 'Internet finance', and even 'traditional finance', the main line of 'financial technology' is also good.

There is also the main line of 'big consumption' with the macroeconomic recovery and the gradual reversal of fundamentals.

and the rapid expansion of the industry, but currently in the adjustment stage of the two core areas of 'mobile Internet' and 'smart phone industry chain'.

Overall, this time.

In the entire market, there are really a lot of main lines with certain investment value and speculation opportunities.

Of course, although there are many opportunities in the main line market, in these main line markets, how to accurately grasp the profits and carry out the corresponding rotation layout is quite a test of the trader's ability and cognition.

"Today's full-scale outbreak of the 'film and television media' line, we ...... Do I need to follow up on my holdings and include them in the scope of key position building and rebalancing of the fund? After pondering for a moment, Mu Zhengxing said again, "I always feel ...... The market strength of this line should be inferior to the two lines of 'infrastructure' and 'military industry', right? ”

Fang Xinsheng thought for a while and said: "Let's not judge subjectively, let's look at the market's continuous response to the line of 'film and television media' and the expected logical recognition of the future. ”

Compared with those groups of large capital state-owned institutions with wide information channels.

They were not able to receive the heavy good news in advance in the direction of the 'film and television media' line, so they did not have time to increase their positions in this direction in advance, so they ...... Now, in the face of the market trend of the all-out riot of 'film and television media', no matter what the continuous market reaction of this line and the future market expectations are, they can only sigh temporarily, and there is no way to participate.