"LeTV's check, today's trend, it's crazy!"

After the market, the market discussion about this check soared, and countless retail investor groups were discussing, even if Su Yu was in the main Yuhang tour capital group, all the tour capital bigwigs were also hotly discussing the check and the trend of many small and medium-cap concept growth stocks today.

"The net inflow of main funds is 360 million, and the main funds of today's check on LETV seem to be ...... I'm really not generally optimistic about this stock! ”

"But in this position, such a high turnover rate is not necessarily a good thing."

"Today, it's not just the crazy trend of LeTV's stock, Huayi Brothers, Netspeed Technology, Crystal Optoelectronics, Lixun Precision...... This batch of small and medium-cap concept growth stocks are quite crazy, and almost all of them are large in terms of market trends, and the net inflow of main funds is not low. ”

"But the entire 'Apple industry chain' and 'film and television media' concept sector, the overall net inflow of main funds is not large, how can this be explained?"

"This shows that the main funds of all parties in the market, in the two main directions of 'Apple industry chain' and 'film and television media', have not actually formed a concerted force, and pull the pan LeTV, Huayi Brothers, Netspeed Technology, Crystal Optoelectronics...... The main funds of these stocks have not completely driven the speculation and enthusiasm of funds on these two main lines. ”

"The whole market is essentially a game of stock funds, and after several years of bear market tempering, a group of active capital groups that are still active in the field at the moment, rookies and whites basically do not, it can be said that they are basically all experienced market veterans, and for these market veterans, today's 'small and medium-cap concept growth stocks' line, a number of concept plate trends, that is basically the trend of the temptation, dare to follow the trend in this situation There should not be many investors."

"Yes! In the stock game market, no one is a fool. ”

"To say that in today's market trend, what is really commendable, or can continue to take a look, in addition to a few 'Apple industry chain' stocks, should be 'Northern Xinjiang Communications Construction, Shanghai Construction Engineering, Hengsheng Electronics, Oriental Fortune, Huace Film and Television'."

"The check of 'Northern Xinjiang Jiaotong Construction' is really strong enough today, the market is so big in the afternoon that the market is shocking, this check is still not moving on the price limit, so that I hang on the list at 11 o'clock in the morning, there is no possibility of dealing, it can be said that it is the best concept leader in the trend form of the two cities today."

"'Hengsheng Electronics' is not bad, compared to the check of LETV, Hengsheng Electronics is more like the joint efforts of all the main funds in the market."

"Speaking of the line of 'Internet finance', how can it be so strong today?"

"Yes, according to today's pre-market news, the good should be on the line of 'Apple Industry Chain', but the overall intraday trend, the market outbreak and capital follow-up strength of the 'Internet Finance' line are not inferior to the 'Apple Industry Chain' line, and in terms of closing results alone, many constituent stocks within the 'Internet Finance' line are in a better trend."

"The line of 'Internet finance' is mainly driven by the check of 'Hengsheng Electronics', right?"

"What is the logic of the strong check of 'Hengsheng Electronics'? felt silent, and was robbed by all kinds of big funds. ”

"Half-year report performance expectations?"

"Well, it's possible, this year, it seems that all traditional financial institutions are launching their own handheld clients, for these 'financial technology' category of software development companies, the performance should be good, and the entire industry is indeed in the stage of rapid expansion of scale!"

"The line of 'Internet finance' is expected to be quite good."

"But I think the logic of the 'Hengsheng Electronics' price limit should not be the performance expectation of the semi-annual report, right? It's more like other logical lines, but the current market has not yet shown it, and on the surface, it still seems to be the logic of 'Internet finance'. ”

"Let's wait for the follow-up market feedback, if it is the other logical lines taken by 'Hengsheng Electronics', the follow-up will definitely be reflected."

"However, the line of 'Internet finance' is so strong today, which has somewhat hooked up the market expectations of other popular main lines in the early stage."

"Not necessarily, right?" The direction of the big infrastructure is still quite weak. ”

"The trend in the direction of 'big infrastructure' is not weak, right? The whole "big infrastructure" related concept plate, industry plate intraday trend, is already the main board direction of the industry plate, the concept of the strongest plate, on the whole, this line significantly outperformed the Shanghai Index, it can be said that the Shanghai Index can still maintain the 2300 points near the line of shocks, "big infrastructure" this line is still indispensable. ”

"Indeed, it is the entire Shanghai market sector that is weak, not the line of 'big infrastructure'."

"The reason why the Shanghai market sector is weak is that the line of 'small and medium-cap concept growth stocks' has absorbed and differentiated too many active funds in the market."

"But if the follow-up 'small and medium-cap concept growth stocks' line, the trend is differentiated, and the corresponding stocks pull back across the board, the funds from the 'small and medium-cap concept growth stocks' line should pour back to the direction of the main board of the Shanghai Stock Exchange, which is still relatively low, especially the 'big infrastructure' direction that still has a certain market sentiment and hype expectations, right?"

"Chances are!"

"But today's pulling'LeTV, Huayi Brothers, Netspeed Technology, Crystal Optoelectronics...... the main capital of this batch of stocks, is really fierce, I'm thinking about this series of chasing funds, the amount of capital invested is so large, it should be very large, right? It's hard to say that these tickets don't last at all in the future! ”

"It's hard to say, but it's a ...... To be honest, I didn't dare to follow. ”

"I still adhere to the line of 'small and medium-cap concept growth stocks', which has entered a tempting situation, and the profit-risk ratio of follow-up participation is far less than that of low-level undertaking of 'big infrastructure' main line concept stocks."

"Agreed!"

"But let's take a look at today's after-hours data on the Dragon and Tiger list, it will be more clear."

"Today's Dragon and Tiger list data should be very explosive, right? After all, the intraday trend of so many tickets is quite crazy! ”

"It's going to be explosive, haha...... Take a look at the true face of the main funds of today's 'LeTV' stock, this buying volume is too scary. ”

"It is estimated that on the list of dragons and tigers of LETV, it will be a dominant situation, right?"

"It's hard to say, most of the capital purchases of this volume are from the institutional group, but I don't know if it is the handiwork of those institutions?"

"Moreover, I don't know if Mr. Su's 'Wealth Road' will continue to sell today."

"Today's trend of 'LETV', if it were me, it would be sold ironclad."

The news in the group was rapidly refreshed, and the exchange of the bigwigs was fierce, and they were looking forward to the data of the dragon and tiger lists of the two cities today......

A number of investment institutions in the entire market are also looking forward to the disclosure of the data of the market dragon and tiger list.

Finally, in anticipation, at 5:30 p.m., the dragon and tiger lists of the two cities were refreshed.

On the refreshed Dragon and Tiger List, a total of 28 stocks are on the list today, most of which are the conceptual constituent stocks on the main line of 'small and medium-cap concept growth stocks', and the market has a high degree of attention 'Beijiang Communications Construction, Shanghai Construction Engineering, Hengsheng Electronics, Jinzheng Shares, LeTV, Huayi Brothers, Huace Film and Television, Cultural Investment Holdings, Ciwen Media, Crystal Optoelectronics, Anjie Technology, Changying Precision ......' and other votes, all of which are on the list.

Among them, it is the trading seat that everyone pays the most attention to.

The "Fortune Road" trading seats of the "Yuhang Department" are also on the list, and they are listed in the "Shanghai Construction Engineering, Hengsheng Electronics, LeTV, Huayi Brothers, and Cultural Investment Holdings" five stocks of the Dragon and Tiger List trading seats, among them, Shanghai Construction Engineering and Hengsheng Electronics are the main buyers, and LeTV, Huayi Brothers, and Cultural Investment Holdings are the main sellers.

Of course, whether it is the main buy or the main sale, the amount of funds presented is not much.

The main buy is only 21 million, and the main sale is only about 10 million or 20 million.

However, even if the buying volume and selling volume of the trading seat of 'Fortune Road' on the Dragon and Tiger list are not mentioned, the direction of buying and selling, as well as its buying and selling motives, are still refreshed on the Dragon and Tiger List, which has aroused heated discussions among countless investor groups in the entire market.

Corresponding to the 'Fortune Road', there is an institutional seat today, which also occupies the seats on the Dragon and Tiger List of five stocks on the list, and all of them are on the list as the main buy seats for buying a position.

The stocks on the list of this institution are'LeTV, Huayi Brothers, Crystal Optoelectronics, Cultural Investment Holdings, Ciwen Media' five checks, and on the three stocks of LeTV, Huayi Brothers, and Crystal Optoelectronics, the amount of active net buying funds has reached more than 100 million.

Especially on the stock LeTV.

This institution had a net buying volume of 329 million, of which 399 million were bought and about 70 million were sold.

"Oh my God, today's data on the Dragon and Tiger List is really explosive!"

After the market dragon and tiger list was fully refreshed, all trading seats, and the disclosure of the listed stocks was completed, the entire market gathered in the vast number of retail investor groups on various stock exchange platforms on the network, and the discussion heat exploded instantly.

"Sure enough, Mr. Su's 'Fortune Road' seat appeared again, and he took the initiative to buy a hot concept stock in the field of 'big infrastructure', haha...... Looking at the trend of today's Beijing Jiaotong Construction after Mr. Su's 'Fortune Road' bought the stock of Beijiang Jiaotong Construction yesterday, it is estimated that tomorrow's Shanghai Construction Engineering will definitely replicate the trend of today's Beijiang Jiaotong Construction. ”

"I didn't expect Mr. Su's 'Fortune Road' to still sell stocks in the field of 'film and television media'!"

"Although Mr. Su is still selling LeTV and Huayi Brothers, the sales volume is still much lower than yesterday."

"On today's Dragon and Tiger list, what is more explosive than Mr. Su's 'Fortune Road' is the seat of that institution, slot, directly buy 329 million chips from LETV, against the sky."

"This institution that has become Mr. Su's 'Fortune Road' opponent should be the one that took over Mr. Su's bargaining chips yesterday, right?"

"Without a doubt, it was yesterday's seat."

"How optimistic is this agency about the check of 'LeTV'? It's just a full range of positions regardless of the cost. ”

"This institution is optimistic about not only the check of 'LETV', but also the entire 'film and television media' sector, and it has a lot of chips to increase its position in Huayi Brothers, Cultural Investment Holdings, and Ciwen Media."

"In general, Mr. Su is mainly optimistic about the direction of the market, or in the field of 'large infrastructure', and this institution is really stubborn on the line of 'film and television media'."

"Today's data on the Dragon and Tiger List can show that the main funds in the market are still very different in the direction of the main market development?"

"Surely it can be explained!"

"This kind of disagreement is not only shown on the disk, but also not only on the market dragon and tiger list data, but also offline today, at the Modu offline investment strategy meeting, all institutional groups expressed optimism about the 'growth stocks' in the emerging industry field, and Mr. Su publicly said that he is still optimistic about the direction of the main board's big infrastructure, and this obvious divergence between the main funds of the two parties is really rare."

"I just didn't expect that this round of community members is not just shouting empty words, but really investing real money."

"In the intraday market trend, it is indeed a pattern of 'Shanghai is weak, deep and strong', under such a huge difference, is it better to be with Mr. Su, or according to the actual situation of the market trend, it is better to sing more 'growth stocks' with these institutional groups? Hey......"

"It must be with Mr. Su's 'wealth road'!"

"But the line of 'big infrastructure', in the past two days, has indeed not been pulled up."

"That's also with Mr. Su's 'wealth road', after all, Mr. Su has not missed it in market trading operations and major market judgments since his debut."

"If you want me to say, wait a little longer, and wait for the market to go more clearly before starting."

In the heated discussion, in the case of comprehensive market news and data of the Dragon and Tiger List, more and more investors began to understand the real divergence of the market, and began to adjust their trading strategies according to their understanding of the market, and biased towards a certain main direction.

At this moment, as the core and main institution discussed by the majority of investors in the market.

Inside Yuhang Investment Company, in the main fund trading room, fund manager Li Meng counted the total net buying volume of the institutional seats that were bought on the dragon and tiger list on the dragon and tiger list after reading the data of the market dragon and tiger list, and had to be surprised: "This institution has a total net purchase of 511 million in these stocks, which is only the amount of buying revealed on the list, if according to our disk analysis, the amount of chips that this institution buys in the market today should be at least about 2 to 3 times that disclosed on the list." ”

"Combined with the news of today's Modu offline investment strategy meeting, it seems that some major institutional groups are determined to use the line of 'concept growth stocks' in the field of emerging industries to open up the follow-up market space, so as to avoid the 'big infrastructure' direction led by us." After listening to Li Meng's report, Su Yu stared at a pair of eyes on the data of the dragon and tiger lists of the two cities, his eyes became sharper and sharper, "Since they are not willing to take the initiative to lift a sedan chair for us, let them cling to the line of 'concept growth stocks' and completely break through the market trend!" ”

(End of chapter)