Chapter 549 The struggle for market dominance (thirty-eight)!

Author: vaguely first meeting

Chapter 549 The struggle for market dominance (thirty-eight)!

"The market trend this morning is really awesome!" someone said with emotion as the message in the group was being refreshed.

"Given the market investment sentiment and market investment wind direction before the market opened in the morning, who would have thought that the market closing at noon would be like this?"

"It is too late to be too prosperous. The line of 'technological growth' in recent days really fully illustrates this point."

"I have to say that Mr. Su is really awesome. He accurately predicts the market's turn every time."

"I seriously doubt that today's market trend in the direction of 'big infrastructure' and 'military industry' is behind the lure of funds from the 'Yuhang Department' headed by President Su."

“In order to induce a real turn in the market, it is necessary for group funds to follow suit!”

"Rather than saying that it is the result of the change in the market trend caused by Mr. Su's "Yuhang System" capital inducement, it is better to say that this is the result of the collective efforts of market funds."

"I have felt before that there are some problems with the market trends in the main line of 'technological growth', and as expected."

"The day before yesterday and yesterday, the 'Technology Growth' line was a bit forced to induce bullishness. Today, this major main line collapsed at a high level. In fact, there are traces to follow."

"Indeed, especially the recent trend of the 'LeTV' check, the signs of this kind of forceful pull and inducement are quite obvious."

"The main line of 'technological growth' is so fierce today. The trend in the short and medium term should be over, right?"

"It must be doomed. Throughout the morning, I don't know how much undertaking funds have been buried in the 'Technology Growth' line. The top chip peak has been formed. Now the main line of 'Big Infrastructure' has started, and the entire market's active capital flow has been attracted.

When it comes to the direction of the Shanghai Stock Exchange main board, it is impossible to have a larger capital undertaking than today's early trading stage. It will be possible to release the peak of chips trapped above in a short period of time. Therefore, the line of 'technological growth' must not have a market that can be counted on in the short term.

.”

"But there are quite a few major institutions that have increased their positions on the main line of 'technological growth' recently. I wonder if... these major institutions involved will save themselves and forcibly maintain the market?"

"The position targets and even investment expectations of major institutions should not be short-term. It will be difficult for them to maintain short-term market conditions."

"The active capital flow in the entire market has been attracted by the main line of 'big infrastructure' in the direction of the Shanghai Stock Exchange main board at this moment. After the emotions brewing at noon, as well as the money-making effect of the whole 'big infrastructure' and 'military industry' directions in the morning,

After the market opens in the afternoon, the emotional expectations and hype in these two directions will definitely be higher. In addition, the market has not gotten rid of the "stock game" pattern. In this situation... even if we intervene in the "technological growth"

If the major institutions on the main line want to forcefully maintain the market, they may not be able to do it, right? After all, the market really does not have that much incremental funds to support the simultaneous development of the two main lines."

"It makes sense. If there are sufficient incremental funds in the market, the market will not continue to see a seesaw effect."

"Those who hold chips in the 'technological growth' line are better to take profits immediately. If they have higher expectations, they may only get disappointment."

"I feel that the two hot sectors of 'Internet finance' and 'e-commerce' can still be looked at again."

"Well, the trend of 'Hengsheng Electronics' is obviously not over yet."

"'Sanjiang Shopping' and 'Pegasus International' also feel that they have hope of being closed again."

"The main ones to avoid are the two major industry sectors of 'film and television media' and 'Internet software' that are obviously at a high level in the short term. Of course... the 'Apple Concept' sector should also be avoided."

"A gentleman does not stand behind a dangerous wall. Since the line of 'technological growth' has turned from strong to weak, there is no need to go shopping for strong concept stocks when the main line is weak. At present, follow the changes in market trends and do '

Isn’t it good to have a strong main line of big infrastructure?”

"Indeed, eliminating the weak and retaining the strong does not only refer to the choice of individual stocks, but also the main line concept."

"Talk about the two lines of 'big infrastructure' and 'military industry'. Which stocks are you optimistic about?"

"The check of 'Fushun Special Steel' is definitely the core speculation stock in this round of market. The others...'Beijiang Communications Construction', an old monster stock in the early stage, as well as 'Tianshan Cement', 'Hongdu Airlines',

The checks from 'Chengfei Integration' currently seem to have explosive potential."

"The trends of these large-cap stocks, such as MCC, China Railway Construction, and China Communications Construction, are also frighteningly strong!"

"These check plates are really too big. This is the main battlefield for institutions. It would be safer for us, the novices in the market, to focus on concept stocks with a market value of less than 10 billion."

"It's a pity that 'Fushun Special Steel' reached its limit too early, and there is no hope of intervention in the afternoon."

"I think we can go beyond 'military industry' and go into 'infrastructure' direction. It looks like the market is actually under pressure to break through 2,300 points this time. In this way...we can also actively participate in other market bargain hunting areas.

Moreover, the scope of 'infrastructure' is so wide, and various concept sections such as 'public transportation', 'high-speed rail', and 'port transportation', which have not changed much in the morning, can also be participated in!"

"Hey, this is a good idea, especially the 'port transportation' sector, which falls under the category of 'big infrastructure'. However, after the wave of hype about the 'Shanghai Free Trade Zone' last year, it has been quiet for a long time, that is...

…It’s not easy to choose the specific target, and everyone’s expectations for this direction are still logically based on the ‘free trade zone’.”

"What about 'high-speed rail'? This is the country's main business card this year."

“There is also ‘reform and reorganization of state-owned enterprises and central enterprises’ that can also be extended to hype.”

"Actually, careful analysis shows that there are quite a few sectors and concepts with hype logic in the direction of the main board, and their stock prices are relatively low."

"Indeed, it was not speculated before, and the 'technological growth' line attracted too much active funds in the market, and everyone's attention was not directed towards the main board, right?"

"The direction of the main board has not formed a sustained market. I think it was the independent market trend of the Shenzhen Stock Exchange, especially the 'GEM', in the second half of last year that had an impact on the market investment logic, as well as the investment sentiment of the broad investor group in the market.

The impact of investment thinking is so great that everyone has no corresponding investment expectations for a number of low-valuation weight stocks on the main board. Without investment expectations, it is naturally difficult to have a sustainable market."

"This is the truth. In the direction of the main board, in the past two or three years, the only effective rebound was caused by the funds of Mr. Su's 'Yuhang Department' in April and May."

"It is precisely that wave of continuous rebound that has loosened the market chips of many heavyweight stocks in the direction of the main board!"

"Yes, it is because of the last wave of effective rebound that the two lines of 'big infrastructure' and 'military industry' on the main board today were able to instantly burst out with such capacity and quickly gather market investment sentiment, right?"

"Without the lure of funds from Mr. Su's 'Yu Hang Group', I estimate that the Shanghai Stock Index at this moment will most likely still be hovering around 2,000 points."

"The market has come to this point, and it's okay to 'switch high and low'."

"Of course, without the Shanghai Stock Exchange as market support, the line of 'technological growth' cannot actually go far."

"I feel that today's wave of changes in 'big infrastructure' is more intense than the two days after the Dragon Boat Festival and the wave of market starts in April and May, especially for 'Huaguo Construction, Huaguo Railway Construction,

Huaguo MCC, Huaguo Communications Construction, Huaguo China Railway... This large number of central enterprises and state-owned enterprises with the prefix "Hua", the changes in the market are really drastic. Just the check of "Huaguo Construction", before the closing at noon,

In the last few minutes, it attracted a huge inflow of more than 100 million yuan!"

"The 'real estate' sector is also strong, and heavyweight real estate companies such as Poly Real Estate, Kewan Real Estate, and Gemdale Group all moved in the first few minutes of closing at noon."

"These...are all super large-cap stocks! Could it be that the 'national team' has entered the market to increase their positions?"

"It's hard to say, but this kind of situation where the stocks of heavyweight state-owned enterprises and central enterprises in the entire major main line area have concentrated changes and pulled up is by no means simple."

"The growth rate of the concept sector of 'Reform and Reorganization of State-owned Enterprises and Central Enterprises' has reached the top of the market concept sector growth list. It is strange that it is simple. I feel that the underlying investment logic of the market is changing. I just don't know whether these funds that are pouring into the weighted market can.

If it really continues, this underlying logic will be spread deeply, so that the majority of investors in the market will pay attention to it, and gradually realize it, and eventually form a relatively convergent and consistent expectation."

"The underlying investment logic is changing? Does it mean... blue chip value revaluation?"

"It is not necessarily a revaluation of value, but as the macro policy direction of 'reform and reorganization of state-owned enterprises and central enterprises' gradually deepens, blue-chip weight stocks also have a bright future and imagination. At the same time, in the macro economy of the 'New Era Silk Road'

Under strategic planning, the fundamental logic of many heavyweight blue-chip stocks will also be greatly improved. In short... even in traditional fields, new vitality can emerge and beautiful conceptual stories can be told."

"Damn it, this statement really woke me up from my dream. The market can't really change like this, right? From one extreme to another?"

"Whether it can change like this depends on whether the market's 'pendulum effect' will come true."

"If the blue-chip market changes collectively and the underlying investment logic of the market that originally focused on 'growth' changes, will the 'bull market' predicted by Mr. Su appear?"

"There are no signs of a 'bull market' yet, but it is not unforeseen."

"I always feel that after the Shanghai Stock Index jumps over 2,300 points, there is a high probability that it will not go back again."

"Haha, let's hope. I hope this wave of the Shanghai Stock Exchange Index can break through the high point of the previous round of rebound, break through the 2,500-point range suppression, and truly create the expectations of a bull market."

Amid the extremely heated discussions and rapidly refreshing group messages, time also moved forward very quickly.

Before I knew it, it was already 12:36.

At this time, in the face of the changing sentiments of the entire market that is increasingly leaning towards the direction of "big infrastructure" and "military industry" on the main board, as well as the development of more and more negative market opinions about "technological growth", there are still many morning pursuits.

'Technology growth' is a topic that many investors frequently complain about because of the influence of the main line of individual stock prices.

Shenzhen Stock Exchange, within Pingyin Asset Management, the main fund trading room.

Liu Ziliang, general manager of the asset management business, kept refreshing the market news, and felt more and more something was wrong.

"Mr. Liu, the market sentiment is completely shifting towards the 'infrastructure' direction of the main board. Moreover, in terms of market news, there are more and more rumors about 'accelerating urbanization and continuing to loosen the property market'." Liu Ziliang frowned.

Brows, when thinking about the corresponding countermeasures, the fund manager Chen Shen reported in a slightly panic, "Also... I heard that the State Administration of Radio, Film and Television is going to issue new regulations on the supervision of Internet TV. This will have a negative impact on the top stock of our fund, LeTV.

'For me, this is absolutely bad news. What should we do now...?"

Liu Ziliang raised his head and glared at Chen Shen, and responded: "Don't listen to the wind. The five ministries and commissions have just released a series of stimulus policies for the field of 'film and television media'. Now the State Administration of Radio, Film and Television is about to issue regulations to inhibit the development of Internet TV."

New regulations, isn’t this a mess? Do you believe this kind of news?”

"It's not whether we believe it or not." Chen Shen said, "The key is...if the retail investors who are unclear about the market and other investors who hold LeTV stocks believe it, it will be over. After all, once expectations are formed

, then it will be really difficult to reverse.”

"Mr. Liu, why don't you contact Mr. Gao from 'E Fund', Mr. Shan from Huarui Public Fund, Mr. Ning from the Investment Strategy Department of Huaxin Securities... Let's discuss it. If the market follows the market trend in the morning,

If it continues, I'm afraid none of us will have any good fruits to eat."

"Okay!" Liu Ziliang nodded.

Then, before the market officially opened, I quickly called several people.

"Mr. Liu, there is no way, and we can't go against the market trend. It is no longer realistic to force the price upward at this time." Mr. Gao of 'E Fund' said on the phone, "Respect the market,' Technology
To be continued...