"Victimized?" Zhou Kan was slightly stunned, and subconsciously said, "Not really, right?" Looking at the market performance, hot spots and emotional reactions, it is still on the line of the small and medium-sized board and the gem 'concept growth stocks', and even the 'infrastructure', 'military industry', and 'Internet finance', which are not so bad in today's market sentiment, are also among the small and medium-cap concept stocks. ”

"And it depends on the degree of involvement of various funds in these small and medium-cap concept stocks, as well as the follow-up strength of retail investor groups."

"This kind of market trend, I'm afraid it will have to continue for a while."

"Since there is still continuity in the market trend in this direction, it is not too much of a problem to pull the guide disk so strongly and attract follow-up funds to continue to gather in this direction, right?

"It's ......"

Zhou Kan paused, smiled lightly, and continued: "It's a bit too expensive to pull the plate like this. ”

When Xu Shen heard Zhou Kan's words, he smiled slightly, but he didn't think so, and responded: "As a trader, in the market trend, all the operation strategies must pay attention to the situation, that is to say, we must follow the evolution trend of the market itself, otherwise...... Eventually, it will be overwhelmed by the trend wave of the market. ”

"And the current market ......"

"Although the emotional hotspots are still on the line of the small and medium-sized board and the gem 'concept growth stocks'."

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

"In other words, according to the structure of the stacks."

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

"And at the point of divergence on the disk, by spending a huge amount of money to forcibly pull the market to stabilize the disk and the capital following the trend, although it can maintain a strong state of the disk in a short time, but its own chip structure has not changed at all, but it has increased the short-term profit chips on the board, and this part of the profit chips is not spit out on a large scale, then the upward pressure on this line will become stronger and stronger."

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

"After this capital is too deeply involved, it must be a situation where it is dominant, and this is the case...... In the emotional speculation of concept stocks, other originally intended funds, or institutional main funds, want to follow up, but also worry about the other party's sudden smashing and strong control, so this stock that is too deeply involved in the stock seems to be strong, but in fact, there is a huge problem in the follow-up. ”

"However, on the other hand, 'infrastructure', 'military industry', and 'Internet finance' are the main lines of the early market."

"Although these lines are not strong at present, their internal chip structure, after two days of hand adjustment, short-term floating profit chips, has been almost out, that is to say, compared with the main line of the so-called 'concept growth stocks' such as 'film and television media', 'Internet application', and 'Internet software', the potential upward pressure on these lines is much smaller."

"Let's make a transaction, judge the strength and weakness of the market, and judge the wind direction."

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

Speaking of this, Xu Shen paused, pondered for a moment, and then continued: "That's why I said that the other party's trading method of guiding the market is obviously a little too hasty. ”

After listening to Xu Shen's analysis, Zhou Kan pondered carefully for a while, and finally understood the logical relationship, and at the same time, he secretly admired Xu Shen's ability to interpret the plate, so he paused and responded: "So...... The more the small and medium-sized board and the gem 'concept growth stocks' line refuses to adjust, and it is also forcibly opening up space, the more it shows that the time for the market to turn hot is nearer? ”

"Yes!" Xu Shen nodded, "The so-called surplus is loss, the line of 'concept growth stocks' on the small and medium-sized board and the gem is originally a route of emotional speculation, and under this logic, the influence of the chip structure on the board has become a factor that cannot be ignored, not to mention ......"

Xu Shen smiled and continued: "In the early hot main line directions such as 'infrastructure', 'military industry', and 'Internet finance', there is also a major institution with huge financial strength such as 'Yuhang Department', which has been protecting the disk to guide the flow of funds from all parties in the market to these popular main lines in the early stage. ”

"Once the main institutional funds of the 'concept growth stocks' line of the small and medium-sized board and the gem are forcibly pulled up, and they cannot continue to strongly support the disk, then the differentiation trend of the 'concept growth stocks' line will expand rapidly, causing the disk of this line to go to the other extreme."

"And, as the market trading hours go by, and then the whole market evolves."

"With the increasing short-term profit of the 'concept growth stocks' line, and the upward pressure is increasing, the main funds that dominate the 'concept growth stocks' line will face more and more passivity."

"Isn't there an opportunity for the market to form a consensus expectation in the line of 'concept growth stocks'?" Listening to Xu Shen continue to analyze the disk, Zhou Kan thought for a while and asked, "If the majority of investors in the market agree with the medium and long-term investment logic in this direction, then even if the short-term profit plate of this line is huge, it should be able to be slowly digested in the hands of changing hands under the condition that the follow-up funds gradually enter!" ”

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

"The line of 'concept growth stocks', even if there is no large-scale pullback, can complete the chip cleaning through continuous huge volume in a strong breakthrough and rebuild a stable chip structure."

Xu Shen responded: "Although on the whole, the market value of the 'concept growth stocks' line in the Shenzhen Stock Exchange is significantly smaller than the volume of the main line of 'big infrastructure' in the direction of the main board, but in terms of the stability of the chip structure, the line of 'concept growth stocks' in the Shenzhen Stock Exchange is not as good as the main line of the main board 'big infrastructure'." ”

"Why?" Zhou Kan asked subconsciously.

Xu Shen replied: "At the beginning of the year, last year, and even the year before last, the line of 'concept growth stocks' in the Shenzhen Stock Exchange has been hyped by the main funds of all parties in the market, and even by the active capital groups, it can be said that there are a huge number of retail investors in the short-term, medium-term and long-term on this main line. ”

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

"Except for April and May, there has not been continuous large-scale speculation before, coupled with several years of continuous bear market, the investment expectations of all investor groups in the market in this direction, as well as valuation expectations, have been compressed to a very low level, and there are not many major institutions and retail investor groups who are willing to hold positions for a long time."

"And due to the repeated compression of valuations, as well as the continuous downward trend for several years."

"There aren't many free chips still gathered on its board."

"There is also the continuous trend of the wave of 'big infrastructure' in April and May, which can be regarded as loosening the chips on the entire large range, so that the long-term trapped chips gathered in this range have been converted into the main funds of a few new institutions, as well as short-term chips to follow the trend."

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

"Next, as long as the 'Yuhang system' entrenched in this main line field can pinch the right time, in the case of a certain divergence in the line of Shenzhen's 'concept growth stocks', concentrate on funds to pull the market, compete for the active liquidity of the market, and the market trend will once again fully fall to the direction of the main board, which can also be expected."

"It's still the same sentence......

Xu Shen paused for a moment and continued with a smile: "The line of 'concept growth stocks' in the Shenzhen Stock Exchange and the line of 'weighted performance stocks' in the Shanghai Stock Exchange, we must distinguish the fundamental investment logic and speculation logic between the two, and we can't make the short-term long or the long-term short. ”

"And ......"

"Although the overall money-making effect of the market is continuing, the overall volume and energy performance are still maintained at a low market average level."

"Such a low-water mark can be performed, and the market can only break through in the direction of least resistance."

"Standing on the analysis of the current market performance node, the market direction of the main board's 'large infrastructure', as well as the main directions of 'military industry' and 'Internet finance' that have not yet had time to be fulfilled after a short period of adjustment, but have not yet had time to fulfill long-term expectations, are the direction with the least upward resistance to the market."

"Got it!" Zhou Kan saw that Xu Shen said this, suddenly stopped talking, groaned slightly in his heart, and had completely understood, and responded, "Then we ...... in terms of operation strategy."

Xu Shen smiled, seeing that Zhou Kan still had a slightly hesitant look on his face, interrupted his words, and said decisively: "After the other party forcibly pulled up the batch of hot benchmark stocks of 'LeTV, Netspeed Technology, and Huayi Brothers', we bought chips in the short-term in the direction of 'concept growth stocks', and now we have a profit of almost 20%, right?" ”

"Hmm!" Zhou Kan glanced at the backstage and replied, "It's almost 20% of the floating profit." ”

"Then take profit slowly!" Xu Xiang smiled and said, "Harvest profits in a timely manner, and then continue to transfer the vacated positions to the popular main line directions in the early stage such as 'large infrastructure', 'military industry', and 'Internet finance'. ”

"Okay!" Zhou Kan responded.

Immediately, according to Xu Shen's thoughts, he quickly issued trading instructions to the traders in the trading room.

With the execution of trading instructions by traders, on the two markets, a series of target stocks of "film and television media", "Internet software", "Internet applications" and even "Apple industry chain" held by the "Zexi Department" have instantly appeared more concentrated main selling orders.

But......

Due to the size of the 'Zexi system' in these stocks, it is not very large.

Therefore, even if they concentrated on selling chips at the intraday high of these stocks, they did not change the market trend of these stocks themselves.

The direction of the entire market trend,After LETV、Huayi Brothers、Crystal Optoelectronics have touched the price limit,It is still moving towards the "Apple industry chain"、"Film and television media"、"Internet software"、"Internet application"Many small and medium-sized boards、"Concept growth stocks"The main line of the gem "Concept growth stocks"The main line of convergence is also shifting to these main areas again。

That is to say, after the 'Pingyin Asset Management Department' went all out to smash into the sky's funds.

They were able to trigger the market investment sentiment and speculation, once again concentrated on the entire Shenzhen 'concept growth stocks' field convergence, once again deepened the market active funds, for a number of small and medium-cap concept growth stocks speculation, but once again made the original has been a sign of recovery, the market trend has rebounded a number of main board weight performance stocks, further 'bleeding', and temporarily lost sufficient liquidity.

And in the market direction reversed again, the Shanghai Composite Index stopped at 2310 points, and turned into a downward adjustment again.

At 11:09, on the market public news, an important investment strategy exchange meeting in the asset management industry from the magic capital also flowed out news that had a greater impact on the market trend.

I saw Mr. Liu from the 'Pingyin Asset Management Department', Mr. Gao from the 'E Fund Asset Management Center', Mr. Shan from the 'Huarui Public Fund', and Mr. Ning from the 'CEFC Securities Strategic Investment Department'...... A group of bigwigs in the asset management industry publicly expressed their optimism about the future market conditions at the offline investment strategy exchange meeting held in Modu, and said that they would focus on the two major investment areas of 'smart phone industry chain' and 'mobile Internet' in emerging economic fields.

Among them, Liu Ziliang, the general manager of the 'Pingyin Asset Management Department', also published a specific core logic investment report that is optimistic about these two major investment areas in front of the media camera, elaborating on his views on the two major investment areas, and openly and secretly saying that the 'Pingyin Asset Management Department' will focus on increasing the investment weight of these two main directions in the future.

At 11:15, the specific news about this offline investment strategy meeting, as well as the views and opinions of the asset management bigwigs, began to become popular and spread to various stock investment exchange forums on the Internet, as well as related investment exchange communities, and many financial media that responded quickly also began to report on it.

And because of the impact of these messages......

From 11:16 a.m., the market trend began to concentrate more and more on the front line of 'concept growth stocks' in the Shenzhen Stock Exchange.

The stocks related to the 'Apple industry chain', which has been concerned by the core of the market, continue to break through in explosive volume, and the tickets of Anjie Technology, Changying Precision, Goertek Acoustics, O-film Technology, Lixun Precision, and Crystal Optoelectronics are all up and down; The concept stocks related to 'film and television media', which re-occupied the second place in the list of industry sector gainers in the two cities, are also all on the rise, and the number of stocks with the concept of daily limit has once again exceeded 12;

(End of chapter)