Chapter 534 The struggle for market dominance (twenty-three)!

Author: vaguely first meeting

Chapter 534 The struggle for market dominance (twenty-three)!

"Okay!" Chen Shen responded, "However, based on the divergent trend patterns shown in the current market of 'Apple Concept', 'Internet Software', and 'Film and Television Media', we are afraid that we will be in this position alone.

It’s difficult to hold on to the market and maintain a strong shock pattern!”

Having said this, Chen Shen paused, considered carefully for a moment, and then said: "Mr. Liu, Mr. Gao from E Fund, Mr. Shan from Huarui Public Fund, and Mr. Ning from the Investment Strategy Department of Huaxin Securities, Huaxin Securities

Mr. Gu from the self-operated investment department...can they help me on the side?"

“After all, the success or failure of the market development of the main line of ‘conceptual growth stocks’ in the Shenzhen Stock Exchange is still related to the common interests of everyone.”

"The hard work of luring, pulling, and protecting the market cannot be done by our 'Pingyin Asset Management Department', right? And...it will be easy for us to continue to increase our positions in several core concept stocks.

It will touch the sign-raising line."

Hearing the complaints in Chen Shen's words, Liu Ziliang pondered for a moment and responded: "Okay, you make a trading plan first, and I'll make a call."

After speaking, Liu Ziliang turned around, took out his cell phone, and dialed the numbers of several other institutional allies.

Following his contact, at this moment, Liao Guanghua, general manager of the proprietary investment strategy department of Yanjing and Huashang Securities, was staring at the opening of the two markets and was also issuing instructions to each of his proprietary funds and their related trading groups.

The new trading strategy is to continue to increase positions in the direction of "big infrastructure" after the market officially opens.

Same, same time.

Facing the same market opening situation, Yanjing Anlan Fund Company, Modu Xin'an Financial Company, Shenzhen Xinniu Fund Company, Modu Zexi Investment Company, Yuhang Anzhao Fund Company, Yuhang Jingda Investment Company, Yuhang Minghui Capital

Companies... and other major market institutional groups are also adjusting their trading strategies in a timely manner.

At this moment, the market has a large number of retail investors...

Everyone stared at Liang Si's opening scene that was briefly frozen, especially at the "e-commerce" concept section that suddenly emerged in the collective bidding. Their minds were filled with doubts and excitement.

“Who can tell me what’s going on with the concept of ‘e-commerce’?”

"It seems to have become stronger all of a sudden!"

"It's not all of a sudden. Jinzheng Shares, Changliang Technology, Yinjie Technology, Hengsheng Electronics, Huake Financial... and so on in this concept sector have been doing very well."

“Aren’t those votes you mentioned just now a concept of ‘Internet Finance’?”

"The concept of 'Internet finance' and the concept of 'e-commerce' are inherently related, right? Many tickets in the field of 'Internet finance' have dual conceptual attributes, and my personal understanding is that 'e-commerce' originally belongs to '

A type of Internet finance."

"There are still differences, but the correlation between these two concepts is indeed very strong."

"It's not a difference, but an essential difference. Today, the concept of 'e-commerce' has suddenly emerged in call auctions. In fact, the most prominent concept of individual stocks is not 'Internet Finance', which has a strong correlation, but

'E-commerce' and 'retail'!"

"Eh...it seems to be true!"

"In the call auction, stocks with strong movements, such as Businessbao, Edifier, Huabao Xinneng, Pegasus International, Jinling Xinbai, Sanjiang Shopping, Xinhuadu, Small Commodity City... These stocks are really 'e-commerce'

' and 'retail' have more conceptual properties."

"The 'retail' industry sector has been rising all the way, reaching the second place in the market industry growth list."

"Even though the actual logic is 'e-commerce' and 'retail,' why did these two concepts suddenly explode?"

"I heard that 'Ali Baba' is going to be launched. Is it probably caused by this news?"

"Is there any clear news? When will it be announced?"

"Just now, there are market rumors that 'Ali Baba' will officially land on the US stock market Nasdaq in August or September at the latest, and...according to rumors, 'Ali Baba' will land on the US stock market in the last day of the institution.

In the inquiry price, the valuation has been raised a lot compared to the original, reaching at least 200 billion US dollars!"

"200 billion U.S. dollars? Damn it...that's right, such a high valuation!"

"I don't know if it's true or false."

"It's groundless, whether it's true or false, the market's expectations for speculation in this area are definitely there."

"No wonder, no wonder the 'e-commerce' line suddenly pulled sharply at 9:19, becoming the concept sector that bucked the trend and gained the strongest momentum during the entire collective bidding process in the two cities today."

"Damn it, the 'Hengsheng Electronics' check has been trending so fiercely in the past two days, is it possible that the concept of 'Ali Baba' has also been speculated on? After all, the actual controlling party of the equity of this check is really the 'Ali Baba' group.

"

"Let me tell you, it turns out this check is based on this logic."

"Hey, big money guys are always foresight. Why did this check suddenly attract the participation of Mr. Su's 'Fortune Road' and Zhang's 'Four Seasons Road'? That's it..."

"Oh, my God! As soon as this related news comes out, it feels like the two lines of 'Internet finance' and 'e-commerce' are going to explode today!"

"Inevitable, a valuation of US$200 billion, what a concept!"

"According to this valuation, if Ali Baba is successfully listed, Mr. Ma Yun will become the richest man in China, right?"

"It's possible, I feel like an explosive hype opportunity has arrived!"

“Are there any pure ‘Ali Baba’ concept stocks in the entire Big A market?”

"There seems to be no one except 'Hengsheng Electronics', right? This check really has the concept of market scarcity and uniqueness. It's no wonder that Mr. Su and Leader Zhang quickly increased their positions early in the morning. It's no wonder that this check has been so strong in the past two days."

.”

"Hey, since we don't have direct holdings or equity participation in the beneficiary stocks, it's hard to participate."

"Why not participate? Under the influence of such a high market valuation of 'Ali Baba', it will definitely increase the valuation of other similar domestic business stocks, as well as the stock valuation of the entire 'e-commerce' and 'online retail' related companies.

It’s worth it. Just focus on the ‘e-commerce’ line and speculate, that’s right!”

"Holy shit, it's true, the valuation space for the stocks of all domestic 'e-commerce' and 'online retail' related companies has completely opened up, and the room for expectations has come out!"

"So, the 'e-commerce' line has great potential?"

“There’s definitely a lot to be done!”

"Chasing, chasing positions, you must chase positions when the market opens. The 'e-commerce' line has just been hyped up. As long as you can buy it as soon as the market opens, there is definitely a lot of room for upside."

“The ‘Internet finance’ line that is closely linked to it is also good.”

"Yes, yes, after the hype logic of 'Hengsheng Electronics' is clear, with the support of the dual seats of President Su's 'Fortune Road' and Leader Zhang's 'Four Seasons Road', it can definitely continue to move forward, and as long as 'Hengsheng Electronics'

If it opens up space, it will naturally drive other similar 'Internet Finance' concept stocks with its main business."

"Haha... I feel like profits are already beckoning to me."

"The lines of 'Internet finance' and 'e-commerce' will definitely be the concept sectors with the lowest risk of following trends in today's market."

"Will the main funds of all parties in the market switch between high and low in these two fields?"

"It is certain that 'film and television media' and 'Apple concept' were two concept sectors that performed strongly yesterday. If you look at today's collective bidding trend, you will know that today's trend will inevitably diverge, and we cannot pursue it any further. With these two lines

For those who have relevant chips, it is best to reduce your positions here."

"I don't dare to pursue LeTV anyway."

"Huace Film and Television is in trouble. The line of 'Film and Television Media' has been rising for so many days due to the good news. It is probably going to be adjusted today, but this line... In the medium to long term, I am still optimistic about it.

"

"A lot of popular stocks in the 'big infrastructure' sector feel like their trends are going to diverge today."

"Huace Film and Television has exploded on the board and stopped at the height of the third board, which shows that the market is highly hyped at this stage, and it can only be like this. It is inevitable that the trend of popular stocks that have been strong in the past few days will diverge. At this time... the most

A prudent trading strategy is not to chase stocks that were hot in the early days, but to reduce positions in stocks with obvious differentiation, and to chase stocks with new hot concepts that have just risen from lows, have hot spots, and are expected."

"Hey, the market hype has stopped at the third board, and it still feels lower than expected!"

"Yes, I originally thought that Huace Film and Television could reach the level of the fifth board. After all, it is the most anticipated concept leader in the two cities. But I didn't expect...the entire collective bidding trend today was so weak, which is really disappointing!

"

"Maybe the check will change hands and be sealed today?"

"It's difficult, and the 'Film and Television Media' sector showed some signs of a forced pull-up yesterday. If it is forced to close again today, it is estimated that the overall effect of following the trend will not be great. I feel that the main funds in the market will not take risks on this stock."

, it would be easier to close this stock than to speculate on a popular core concept stock in the field of 'e-commerce'."

"It mainly depends on the situation... There is also a risk of the market adjusting today. In this case, the market will adjust, and expectations and emotions are not high. Naturally, in intraday trading, you cannot excessively chase prices and participate in divergences. The risk is

Stocks that are higher and more difficult to close."

"Indeed, the risk of market correction today is extremely high!"

"If it doesn't go up, it will go down. The Shanghai Index has been unstable at 2,300 points, so we can only adjust downward to find support and regain the strength to go long upward."

"To be precise, we are looking for support downwards and cleaning out the floating chips, right?"

"It means the same thing!"

"Today's index opening is indeed a bit lower than expected, but fortunately, the overall money-making effect of the market is not bad. As long as the two lines of 'Internet Finance' and 'E-commerce' can be stable today, they can actively follow the trend when other market main lines adjust.

Funds have been raised, and the profit-making effect has been exerted upward during the session. The magnitude of today’s index adjustment should not be too large, and it is estimated that the adjustment will be within a 1-point decline.”

"No doubt, it will definitely be stable!"
To be continued...