Chapter 515: The Struggle for Market Dominance (5)!
Chen Shen asked Gao Yixiang speechlessly.
Indeed, A shares are not Hong Kong stocks, in stock trading, if there is no bargaining chips, even if the stock price is bearish, there is no naked short, not to mention, the check of "Beijiang Jiaotong Construction" is not the market at all, even if "Pingyin Asset Management" in the domestic financial system, background, connections, no chips of this stock, it can only be a sigh of hope, looking at the stock continues to break through, and continue to drive the "infrastructure", "military industry", "Internet finance" several early main concepts to pick up.
However, they have no chips in the stock of 'Northern Xinjiang Communications Construction', as well as the small and medium-cap popular concept stocks in the main line areas of 'infrastructure', 'military industry' and 'Internet finance', but the 'Yuhang Department' has a lot of chips to smash in the main line areas of 'film and television media', 'Internet software' and 'Internet application' that they focus on, and even the direction of the 'Apple industry chain' that is currently being chased by market investors.
This is also the current market performance......
Obviously, the wind direction is still in the main line of the small and medium-sized board and the gem 'concept growth stocks'; the line of 'apple industry chain' has continued to drive the hype sentiment in the direction of the 'concept growth stocks' of the small and medium-sized board and the gem; there are still strong hype expectations in the line of 'film and television media'; but the trend of market collective bidding and the direction of funds following the trend are still the reasons for the shift to the main lines of 'infrastructure', 'military industry' and 'Internet finance'.
After all, after Gao Yixiang's reminder, no matter how stupid and slow Chen Shen is, he has already understood that such a change in the trend of the market call auction is obviously guided and promoted by the main funds.
"Mr. Chen, we don't have the bargaining chips of the stock of 'Northern Xinjiang Communications Construction', nor can we form an obvious suppression of the popular small and medium-cap concept stocks in the main line areas of 'infrastructure', 'military industry' and 'Internet finance' brought up by 'Northern Xinjiang Communications Construction', but ......" At this time, another core trader in the trading room, that is, Wang Jinglun, deputy head of the trading group, suddenly said, "We can immediately pull up the relative speculation expectations, the current market divergence is small, and the benefits have not completely dissipated" The core stocks in the film and television media's sector will hit the mood of the temporary decline again. ”
"As long as we put the mood of the line of 'film and television media' up."
"The two lines of 'Internet software' and 'Internet application' will definitely be linked with the line of 'film and television media'."
"At the same time, it is obvious that the market volume is still somewhat insufficient, and the active capital groups in the market are still unable to support the simultaneous breakthrough of multiple main lines, which shows that it is ...... As long as the money-making effect of the 'film and television media' line is obviously better than the popular main lines of 'infrastructure', 'military industry', and 'Internet finance' that have risen up in the early stage, it will still siphon funds into these hot main line areas, thereby suppressing these hot main line areas. ”
"Overall......"
Wang Jinglun paused for a moment, and then continued: "I think we still have the initiative in the market, and the line of 'Apple industry chain' is expected to be hyped up today, and it is actually conducive to the market trend, and it continues to change to the field of small and medium-sized board and gem 'concept growth stocks', after all, the 'Apple industry chain' and even the 'smartphone industry chain' This investment direction is originally following the logic of 'growth stocks' in investment and speculation." ”
"Okay!" When Chen Shen heard Wang Jinglun's analysis, a smile appeared on his face, and he praised, "It's still Jinglun's understanding of the plate that is thorough." ”
After speaking, Chen Shen glanced at the market trading hours.
I saw that the time was rapidly approaching 9:20, and on the entire disk, the "infrastructure", "military industry", and "Internet finance" lines that had just risen up had fallen slightly under the cancellation of a large number of pallets of main buy orders, and correspondingly, the "film and television media", "Internet applications", and "Internet software" lines that were suppressed by selling orders in the first few minutes slowly began to rebound under a large number of pending orders.
Then, when 9:20 arrived, a large number of false pending orders were cancelled on the two markets.
"Infrastructure", "military industry", "Internet finance" several main lines, and their related industry sectors, concept plates, the rise has fallen to a slightly higher trend, of course, such as "Northern Xinjiang Communications Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Hongdu Aviation, Jinzheng Shares, Yinjie Technology ......" and other popular concept stocks, the trend is still strong, but the corresponding weight of the large cap stocks market divergence is more obvious, selling heavier.
The main lines of 'film and television media', 'Internet software' and 'Internet application', as well as their related industry sectors and concept plates, have rebounded to a position comparable to the lines of 'infrastructure', 'military industry' and 'Internet finance'.
As for the core constituent stocks of the GEM that were quickly smashed by Su Yu's 'Fortune Road' yesterday.
Netspeed Technology opened sharply lower, and the disk was completely suppressed by selling; LETV opened slightly lower, and the long and short divergence between the disk and the buy and sell orders was still huge; Huayi Brothers maintained a flat trend, there are many selling orders on the disk, but there are also many buying orders, in general, in the case of the overall market sentiment is relatively good, the selling effect of the 'Fortune Road' after smashing the market is not as serious as everyone expected before the market.
"Haha...... I thought it was awesome, but it was just a bluff. Seeing the real situation of the two-city call auction at 9:20, Chen Shen's originally tense heartstrings finally relaxed, and turned around and quickly issued instructions to each trading group, "According to the trading strategy that Team Leader Wang said just now, place a pending order to buy the core stock chips of the lines of 'film and television media', 'Internet application', and 'Internet software', and push up the call auction trend in this direction." ”
"...... at the same time"
Chen Shen paused and continued to say quickly: "For the three stocks of Netspeed Technology, LeTV, and Huayi Brothers, we must focus on taking care of them, and directly buy large orders to push up their disks, so that investors in the entire market can pay attention to these three stocks, and notice that after a stock is sold on the 'Fortune Road', it does not mean that the market is over." ”
"Good!" Gao Yixiang and Wang Jinglun responded synchronously, and then quickly conveyed the trading instructions.
Subsequently, the entire 'Pingyin Asset Management System' made corresponding trading strategies, reinvested a large amount of money, and guided the market situation.
At 9:21, the two stocks of LeTV and Huayi Brothers turned red in lightning.
At 9:22, Wasu Media, Phoenix Media, Bosera Communication, Shengda Media, Zhejiang Digital Culture...... A number of popular concept stocks in the field of 'film and television media' have been attacked by a large number of active buyers, and the index of the entire 'film and television media' industry sector has also risen rapidly, breaking through 1% like a lightning high, returning to the position of the 'electronic information' industry sector that is second only to the 'Apple industry chain' stocks that have gathered a large number of stocks.
At 9:23, Netspeed Technology also successfully turned red under the continuous promotion of a large number of active buying funds.
At 9:24, the "Internet Finance" sector also moved, and "Hengsheng Electronics" strengthened, and there was a strong main buy order of 3,000 hands on its disk, which directly pushed the stock price to a 1.5% increase in the call auction stage.
Finally, when 9:25 a.m. arrived, the call auction between the two cities ended.
The whole market has formed a situation where hot spots are scattered, the direction of the main line market is unclear, but it is generally open.
Among them, the main lines of 'Apple Industry Chain', 'Film and Television Media', 'Internet Finance', 'Internet Software', 'Internet Application', 'Infrastructure', 'Military Industry' and their related industry sectors and concept plates are all at the forefront of the market growth list.
In addition to these main line areas of other lack of expectations and hype sentiment of the industry sector, the concept of the plate, is basically all by these main line areas of the siphon of funds, in the market relatively good investment sentiment, and speculation, either slightly higher open, or the amount of sideways, or slightly lower open, in short...... Basically, there is no active capital to take care of, and it is still like a pool of stagnant water.
Especially in the area of 'traditional finance'.
A large number of 100 billion-level, or even hundreds of billion-level super-weighted large-cap financial stocks, after the entire collective auction, the total turnover of the disk is far inferior to the billions of small- and medium-cap stocks in the popular main line of the market.
In addition to the performance of various industry sectors, concept sectors, and popular stocks.
The most important aspects of market index performance......
I saw that the Shanghai Composite Index once again opened higher at 2300 points, fixed at 2307.54 points, up 0.41%, which can be regarded as a new high point for this round of rebound, as for the Shenzhen Index and the ChiNext Index, it rose 0.63% and 0.68% respectively, although the two major indexes rose significantly higher than the Shanghai Index, but from the perspective of the whole situation, the gap between the market performance of Shanghai and Shenzhen is not large, and there is no obvious 'Shanghai is weak and Shenzhen is strong' situation.
Faced with such an opening situation in the two cities......
The investor group of the whole market is still relatively satisfied, and at the same time, several major indices are high in this growth range, and in the case of huge differences in the market investor group on the market performance, it is also relatively in line with everyone's pre-market predictions and expectations.
Of course, although the opening performance of the index is relatively in line with market expectations.
But everyone still has huge doubts about whether the Shanghai Composite Index can stand firm at 2,300 points today.
"This opening pattern, I feel that the market divergence, not only has not narrowed, but continues to expand!" At 9:26 a.m., in the Shenzhen market, inside Xinniu Fund Company, in the main fund trading room, Mu Zhengxing, the head of the trading team, stared at the two markets that had been fixed, and subconsciously said, "Under this huge divergence, the Shanghai Index is 2300 points, I'm afraid it still can't stand firmly, right?" ”
"Still unsteady, won't you?" In the trading room, Liu Xin, the general manager who also observed the disk, said in surprise, "The pressure at 2300 points is not great, the Shanghai Index has been in this position for several days, even if there is a pressure disk above, it should be digested, how can you still say that the position is unstable?" ”
Seeing that Liu Xin's eyes were full of doubts.
Fund manager Fang Xinsheng pondered for a moment and responded: "The position of 2300 points in the Shanghai Index is not much pressure, but the key is that the current market hot spot is no longer only on the line of 'big infrastructure', in other words, the market's expectations in the market are inconsistent." ”
"Market expectations, once inconsistent, will disperse the main funds active in the market, as well as the follow-up capital groups of all parties."
"When the flow of funds in the field does not exert force in one direction, and it is very likely that they will pull each other's legs, the small breakthrough pressure will also become a great pressure."
"In the current market, in addition to the line of 'large infrastructure', there are investment expectations and speculation logic to support the Shanghai Index to continue to break through, and it is impossible to break through in other directions, and the current hot trend of the market is obviously still on the front line of the small and medium-sized board and the gem 'concept growth stocks'."
"However, the historical experience of last year's market movements tells us ......"
"After the small and medium-sized board and the gem 'concept growth stocks' line was hyped, the driving role of the white horse performance stocks and large-cap blue-chip stocks in the direction of the main board was extremely limited, and the investment logic and speculation logic in these two directions were completely different."
"Therefore, in the small and medium-sized board, the gem 'concept growth stocks' line, the current has dispersed the early gathering in the 'big infrastructure' line of active funds and a large number of follow-up capital groups, the Shanghai Index is facing the 2300 point threshold, to completely stand firm, it is still very difficult."
"I guess...... It is very likely that the market will continue to fluctuate. ”
"Until the market is expected to re-converge, it may not see the hope of a real upward breakthrough of the Shanghai Composite Index."
"Hey...... So, white happy? After listening to Fang Xinsheng's analysis, Liu Xin couldn't help but complain.
Fang Xinsheng said with a smile: "Although the market is quite different at present, the market hot spots and money-making effects are still continuing very well, and Mr. Liu does not have to be pessimistic, as long as the market hotspots and money-making effects are still continuing, the investor groups who are red on the sidelines will not be able to stand the temptation sooner or later and rush in with cash." ”
"And when the amount of incremental capital in the market can gradually change from quantitative to qualitative."
"Even if there is a divergence in the market in the Shenzhen and Shanghai markets, it will be a matter of time before the market breaks through."
"Not to mention ......"
Fang Xinsheng paused for a moment, pondered for a moment, and continued: "There is already a huge amount of main funds in the market, and we are trying our best to guide the market to concentrate in the direction of the Shanghai market. ”
"The huge main capital that Mr. Fang is talking about, is it the 'Yuhang Department'?" Mu Zhengxing, who reacted, hurriedly asked.
Fang Xinsheng thought about it, didn't answer directly, and said: "At present, it's not very certain, but the recent operation of the 'Yuhang Department' is indeed worth studying and scrutinizing, of course...... Judging from today's market call auction trend and yesterday's data on the Dragon and Tiger List, there is also a huge main fund that is trying its best to guide the concentration of the Shenzhen market's 'concept growth stocks'. ”