"Originally, the two lines of 'smart phone industry chain' and 'Internet software' were almost meaningless in terms of market logic." Zhang Jianping continued, "the primary market and the secondary market, there is still a big difference, the current investment in these two areas, in the primary market is very hot, but in the secondary market, for two or three consecutive years, so many rounds of speculation, in the market in this area of chips have not been completely precipitated, and then want to speculate on a round of continuous huge market, not only the market expectation space can not be opened, the continuous upward pressure on the disk, and the required incremental funds, will be more and more." ”

"It's the line of 'film and television media'......"

Zhang Jianping's eyes flickered, and he pondered for a long time before continuing: "The favorable policy direction has actually been leveraged on the fundamentals of this field, and the expectations and hype sentiment are also sufficient, and it stands to reason...... According to the normal market development, this field should be able to get out of a more sustained market. ”

"However, today's wave of institutional hype in this field is too 'ugly', undermining the natural development of the sentiment of this main line, and also destroying the overall chip structure of this line, but also maximizing the selling power of potential profit orders on this line."

"The key is that after this potential profit-selling force is lured out, if this line can take advantage of the trend to come to a wave of larger adjustments, digest this selling force, re-consolidate the chip structure in this field, so that a series of funds that are optimistic about this line can have a better intervention point, then the market could have continued, however...... According to the development of the current market situation, as long as this line is adjusted, I am afraid that the capital of the 'Yuhang Department' will instantly exert force in the field of 'large infrastructure' and lead the market to the direction of the main board. ”

"And this forces the main institutions that dominate this main line market to continue to pull the market and force the short upward."

"It is only through this way of overdrawing expectations and overdrawing the amount of funds to follow the trend, and using high turnover and continuously expanding trading volume to forcibly clean up the chip structure on the disk."

"However, under the overall market pattern of the stock game."

"Such a cost of funds, continue to force short, dare to continue to relay at a high level of incremental funds, will not increase, but with the continuous high turnover and volume expansion, will prematurely consume the core of the main line of the field of capital strength, resulting in the dare to undertake at a high level of financial strength, but will continue to weaken, and eventually cause the disk to be unable to bear and fall into a fierce huge adjustment trend."

"That's true!" Lao Liu heard Zhang Jianping's penetrating analysis, and nodded in agreement, "The market as a whole has been adjusted by the unilateral downward trend in May and early June, although it has recently recovered some vitality, but on the whole, the willingness of the majority of investors in the market to undertake the market market, and even investment confidence, has not recovered to that stage in early May." ”

】

"It's not just that it hasn't recovered to that stage, it's even far from it." Zhang Jianping emphasized.

Lao Liu smiled, continued to nod, and continued: "Therefore, in the case of the overall market sentiment and lack of confidence, this group of main institutions focusing on the 'smart phone industry chain', 'Internet software', and 'film and television media' is indeed a miscalculation in essence. ”

"Same ......"

Lao Liu paused, thought for a moment, and said: "Once these main institutions can't hold up the disk and can no longer force the short upward, I'm afraid these lines will instantly fall into a great adjustment shock, so that the market trend will also have a high probability of quickly turning back to the direction of the main board's 'big infrastructure', 'military industry', 'Internet finance' and other 'Yuhang system' in the early stage of the popular main line area." ”

"It's not a high probability, but it will definitely turn around." Zhang Jianping said, "The layout of the 'Yuhang Department' in the macro direction of the market is really higher than the main institutions that flock to the field of 'concept growth stocks' in the Shenzhen Stock Exchange too much, too much." ”

When Lao Liu heard this, he smiled and said: "The gang of public funds, you don't know, the level is uneven is normal, in fact, this focus on the field of 'film and television media', the main line of the Shenzhen market's 'concept growth stocks', forcefully force the short market, guide all kinds of funds in the field to converge in this field, and the 'Yuhang system' has formed an obvious opponent of this main fund, in my opinion...... It's already amazing. ”

"That's ......," Zhang Jianping said with a smile, "Mr. Liu of the 'Pingyin Asset Management Department' is indeed a figure in the industry. ”

Lao Liu laughed and said, "How is it better than you?" ”

Zhang Jianping responded with a smile: "People have tens of billions of capital, and they can pry the market with their own strength, so that the market situation has undergone earth-shaking changes, and I am naturally inferior." ”

"If you want to develop towards the asset management industry, it will not be too difficult to open a private equity fund like this Mr. Su of the 'Yuhang Department' and accept investors' funds with a scale of 10 billion." Lao Liu smiled and put on a high hat for Zhang Jianping, "In the entire A-share market, there are not many people who can see the direction of the market so clearly as you." ”

Zhang Jianping shook his head and responded: "Forget it, that's too stressful, it's far less relaxed and comfortable than now." ”

His personal wealth, in many years of market transactions, has long reached the level of financial freedom, and with the growth of age, he has seen many things very clearly, whether it is the pursuit of wealth, or the pursuit of personal fame and fame, the desire is not enough to support him to develop in the asset management industry.

As the two discussed the market situation......

In the passage of time in the market, the majority of investor groups are also arguing about the market situation.

Among them, all institutional groups, as well as market speakers such as financial institutions and financial media websites, are still optimistic about the overall market situation and still have no brains to sing about the future market, almost all of them have begun to be optimistic about the follow-up market development of the two main lines of 'smart phone industry chain' and 'mobile Internet' in the emerging economic industry field.

And under the influence of these voices, as well as the strong influence of today's two main trends.

For these two main areas, as well as the continuously rising 'film and television media' field, they still have great expectations for the market outlook, and feel that these strong concept sectors and strong stocks can continue to rise and continue to be strong.

And when the market sentiment is still hugely divergent, and the market discussion is still hot, it is still high.

At this moment, after the offline investment strategy meeting......

Liu Ziliang of the 'Pingyin Asset Management Department' has relied on his own connections to become his own leader, and has attracted a number of domestic managers of similar institutions with considerable asset management scale, further discussing the views on the follow-up market trend of the market, and also discussing how to further snipe the funds of the 'Yuhang Department'.

"Mr. Liu, today, I'm afraid your organization has bought a lot of chips, right?" At the banquet, Mr. Shan of Huarui Public Fund Company smiled authentically.

Liu Ziliang responded with a smile: "Where, I just bought a little bit." ”

"Mr. Liu is really generous, being in the magic capital, remote command, can also make the fund earn more than 10 million profits in one day." Mr. Gao of E Fund also praised with a smile, "LeTV's hand today is really shocking, and it is unconvincing!" ”

Liu Ziliang coughed lightly, and then said with a smile: "LeTV's check, although we are the leading financial force today, but this check can finally go like this, and seal the price limit, it is also the joint efforts of all parties in the field, we'Pingyin Asset Management' don't dare to take credit." ”

"However, the prospect of LeTV's check, whether it is fundamentals, performance, or conceptual imagination space, is really good." Mr. Ning of the Strategic Investment Department of CEFC Securities said with a smile, "If it weren't for Mr. Liu, you would have taken the lead, and we would have been very jealous of this stock chip!" ”

"Haha......" Liu Ziliang laughed, raised his glass with a smile and drank with Mr. Ning, and continued, "If Mr. Ning doesn't mind, we can go through a wave of large transactions, according to today's closing price of LeTV, how about a 5% premium transaction?" ”

Mr. Ning raised his glasses and said with a smile: "Mr. Liu, even I cut it!" ”

"How dare you?" Liu Ziliang said with a smile, "Give me ten guts, I don't dare to cut the leeks of your CEFC Securities Proprietary Investment Department." ”

"But today's 'Yuhang Department' is still selling, which is really unexpected!" Between the two of them, there was some sorrow on the face of Mr. Shan of Huarui Public Fund, "This fund uses the 'Wealth Road' seat to trade, which has too much impact on market sentiment, we don't know how many relevant chips he still has in his hand, if he keeps selling, it is still quite big for the disk suppression in the direction we expect!" ”

Liu Ziliang said with a smile: "It doesn't matter, the more he continues to sell, the more we continue to pull the market, as long as the majority of investors in the market reflect that this capital seat is not the 'god of market investment', as long as the undefeated gold body of the 'wealth road' seat is broken, then the 'Yuhang Department' has nothing to rely on." ”

"Moreover, look at the market trend today......"

Liu Ziliang paused, continued: "'Yu Hang Department's heavy position of the 'big infrastructure' line, the trend has obviously had some problems, the chip structure has begun to disperse again, not surprisingly, the Shanghai Index has been standing unstable at 2300 points, 'Shanghai is weak and deep strong' pattern continues for two more days, the field was originally gathered in the 'big infrastructure', 'military industry' and other early main line areas, as well as other such as 'traditional finance', 'consumption', 'medicine', 'non-ferrous cycle', ' The active capital groups in the fields of coal, and even the free chips that do not have strong confidence in holding shares in these fields, should change their expectations and ideas, and be attracted by us to the main line of 'concept growth stocks' in the Shenzhen Stock Exchange. ”

"As long as the market really completes the style switching of the main line market......"

"Then, the pattern of 'Shanghai is weak and Shenzhen is strong' will continue to continue."

"In this way, there will be more and more gathered funds to raise the chips for our layout in this field and help us expand our profits."

"In other words, it's better to do this than to passively give the 'Yuhang Department' tens of billions of chips gathered in the field of 'big infrastructure', and to be ready to be smashed and harvested by the other party at any time?"

"That's naturally Mr. Liu's strategy, which is obviously much better." Mr. Gao of Yi Fangda said with a smile, "Everyone is mixed in one field, if you want to eat alone, then naturally no one wants to follow the plate, this Mr. Su of the 'Yuhang Department' has talent, but the operation style is too arrogant." ”

"What is the root cause of the rise and fall of stock prices, it is not yet driven by funds." Mr. Ning of the Investment Strategy Department of CEFC Securities said, "Mr. Su of the 'Yuhang Department' is indeed too young, he thinks that the individual stocks and the main line market in the market will definitely rise if there are expectations, performance and stories?" Dream on! ”

"Indeed." Mr. Shan said, "Among the A shares, there are performance, expectations, and stories, but the stock price has not moved for thousands of years, I don't know how many, there is no continuous promotion of real money, talking about the market, then there is only a dream, I don't believe it, after everyone understands it, the capital volume of his family's 'Yuhang Department' can drive the trillions of market value of the entire 'big infrastructure', and can independently lead Shanghai to break through?" ”

"Hehe, as far as the weight of the main board is concerned, the 'national team' can't pull it, let alone the 'Yuhang Department' of the funds." Mr. Gao of E Fund took over and continued, "Mr. Su of the 'Yuhang Department', if he hadn't shown all the cards in his hand before, everyone might have followed him, but now, ...... Since this fund has shown all the cards in its hand, the line of 'big infrastructure' is mostly hopeless. ”

"In the direction of the weight of the main board, in the past few years, has there really been any hope?" Mr. Shan responded, "Now that the investment trend in the industry is surging, in fact, everyone is relatively optimistic about these conceptual growth stocks in the emerging economic field, if you want me to say...... The previous investment mindset is long overdue. ”

Hearing this, Mr. Ning of the investment strategy department of CEFC Securities nodded hurriedly and said: "Indeed, the investment trend in the industry is indeed generally changing, in fact, this can be seen from the details of institutional holdings disclosed by the entire market companies last year, and even in the first quarter of this year, the overall wind direction can be seen from the details of the institutional shareholdings. After the wave in early May was directly stimulated, except for the short-term Shanghai strength and Shenzhen weak market, the rest of the time is the reason for the "Shanghai weak Shenzhen strong" pattern, it can be said that ......the market pattern of "Shanghai is weak and Shenzhen strong" is the norm, and "Shanghai is strong and Shenzhen is weak" is obviously an abnormal performance. ”