Rebirth of the Investment Era.

Chapter 507 The Choice of the Main Organizations ()!
"But this kind of short-term hype divergence, when will it come?" Zhao Lijun was not as optimistic as Zhang Guobing. The direction of "growth stocks" on the GEM is becoming more and more consistent, right?"

"Moreover, if we do nothing now and let the majority of investors in the market form a consistent expectation in the direction of "growth stocks" on the small and medium-sized board and the ChiNext board, then it will be regarded as short-term profit accumulation. The line has encountered short-term hype differences, and it may be extremely difficult for us to completely pull the main line of the market back to the main lines of 'big infrastructure', 'military industry', and 'Internet finance'."

"Because with the passage of trading time, the deeper the market active capital group is involved in the line of 'growth stocks' on the small and medium-sized board and the ChiNext board, the harder it is to retreat quickly."

"At the same time, if we don't stabilize the market in time."

"Under the background that the market is always in the game of stock funds, the popularity and hype of the main lines of 'infrastructure', 'military industry', and 'Internet finance' continue to be interpreted in the line of 'growth stocks' on the small and medium-sized board and the gem. In the process of development, it will continue to decay rapidly.”

"Once the main trend of the market is reversed, it will be very difficult to recover."

"So, I think it is still necessary for us to have huge differences just now in the market. The majority of investors are focusing on the main line of 'infrastructure' and 'military industry' in the direction of the main board, and the 'concept growth stocks' in the direction of the small and medium-sized board and the ChiNext. 'When the main line is still expected, we will intervene."

"Even if the market shape and market changes at this time are not suitable for the main lines of "infrastructure", "military industry" and "Internet finance"; even if the internal bargaining structure of these main lines has not been readjusted at this time, there is Some shocks are needed; even though our current fund does not have the cash flow that can fully guide and control the market in this direction...but we still need to maintain the investment sentiment, hype sentiment and investment expectations in this direction, and keep investors' interest in these few Popularity and attention in the direction of the main line."

"Well, I agree with what Lijun said." After Zhao Lijun expressed his point of view, Li Meng responded hastily and continued, "Although the market has developed so far, we can't go against the existing trend and forcefully pull the market and reverse it. The market situation pattern, but it is appropriate to give a firm shareholding to the investor groups in the market who are still optimistic about the core main lines of 'infrastructure', 'military industry', and 'Internet finance', or in other words, these core main lines are in the follow-up There is still a hope for an upward breakthrough potential, and it is indeed necessary to keep investors’ continuous attention and trading sentiment on this main line.”

"After all, in the domestic financial trading market, especially our Big A."

"Although it is usually the main institutions that guide the market trend, what really determines the market trend is the vast number of retail investors who account for nearly 80% of the market investment group, as well as many active hot money."

"In other words, I think that the final market trend of the market is the result of the concerted efforts of various funds in the market after the consensus expectations, but the decisive role is still the retail investors who account for 80% of the market investor group, and various investors. Active hot money group."

"And it is precisely these retail investors who account for 80% of the market investor group, as well as many active hot money."

"It is also the group in the market where ideas and expectations are most likely to change."

"It is also the most core financial force among the medium and short-term speculative funds. After all, it is difficult for large funds to turn around after choosing an investment direction, but they... are hardly affected by the amount of funds."

"So if we want to take the initiative in trading, we must mobilize the power of this part of the capital group."

"And guide their emotions and expected direction."

"Currently their emotions and expectations are mainly focused on the main line of 'film and television media', and the two conceptual fields of 'Internet software' and 'Internet application'. Although everyone has lowered their sentiments and expectations for the main themes of "infrastructure", "military industry" and "Internet finance" in the early stage, these main themes still have enough popularity and attention among the majority of retail investors. Tolerable, and there are quite a few people who are firm and optimistic.”

"Also, under the current market trend of the Shanghai stock index..."

"Although there is pressure to stand completely above 2300 points, the expectation of maintaining the shock at this stage is still quite strong."

"At this time, if we properly lure the market and maintain the current emotional divergence in the two main directions of the market, on the one hand, it can shake up the market, and on the other hand, it can also give the current attention to 'infrastructure', 'military industry', and 'Internet finance'. These are the main directions, and there is hope for the group of retail investors who are firm and optimistic.”

"Moreover, it is not difficult for us to lure the market at this time and maintain a strong shock pattern in this direction, which can be regarded as adapting to the trend change of the market itself."

"Of course, in order to reduce the pressure on us on the main lines of 'infrastructure', 'military industry' and 'Internet finance', we still need to sell some of the 'film and television media' and 'Internet finance' in our fund holdings. Software' and 'Internet application' core concept stock chips, thus deepening the sentiment and expectations of the majority of investors in the market for the small and medium-sized board and the GEM 'growth stocks', which are the main lines of "growth stocks" and hindering the market. Active funds should continue to flow substantially from the main line of our fund's heavy holdings to the main line of the small and medium-sized board and the ChiNext 'growth stocks'."

After listening to Li Meng's analysis, the smile on Su Yu's face became more intense, and he nodded in response: "Move at the right time, act according to the situation, guide the market, create opportunities, trading skills in the market, trading points, However, Mr. Li is right. Although we can’t go against the trend and forcibly pull the market, it is still necessary to guide the expectations of the majority of investors in the market in a timely manner and keep the market within a narrow range of volatility at this position. "

"Specifically... how to get it?" Wang Can asked again at this time.

Su Yu thought for a while, and responded: "'Beijiang Communication Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction...' These small and medium-cap concept leading stocks in the main line of 'infrastructure' have relatively strong buying funds. Those with a strong willingness to undertake, such as Tianshan Cement and Pudong Construction, can moderately lure the market, pull up and gather popularity, and raise everyone's expectations for the main direction of 'infrastructure'."

"At the same time, such as the core component stocks of 'infrastructure' that are highly concerned by the market."

"Several checks like 'Huaguo MCC, Gemdale Group, Huaguo Railway Construction, Huaguo Communication Construction' also need to maintain the market, to prove that there are major funds that are still optimistic and dare to buy these stocks in this position."

"As for the line of 'growth stocks' on the SME board and ChiNext..."

Su Yu paused, pondered for a moment, and continued: "Our chips on this line are not large, and the core positions are not many, so it is not advisable or impossible to concentrate on the market. It can only be concentrated Smash one or two popular leading stocks with high market attention."

"It is enough to send a signal to the market that the continuity of this line is doubtful."

"Concentrate on one or two popular leading stocks with high market attention..." Hearing Su Yu's words, Wang Can took over the words and said, "according to our fund's positions in the small and medium-sized board and the GEM 'growth stocks' direction." Said, and the leading stocks shown in the market today, which have a strong driving effect on the entire "growth stock" route, should be the two checks of Wangsu Technology and LeTV, right?"

"And it happens that these two stocks, our fund's holdings are not low."

"If the sell-off is concentrated, it should be able to form an obvious suppression of the current market of these two stocks, thus hitting the entire market's continued expectations for the outbreak of the main line market of "growth stocks" on the small and medium-sized board and the gem, and even the active market. Funds have followed suit and flowed into hype confidence in this field."

"Not bad!" Seeing Wang Can, Su Yu could understand how to cut in, thus affecting the market trend and hype sentiment, so the other trading team leaders naturally understood, so he stopped talking and gave orders with a smile. "Since everyone has no different opinions, let's implement the trading strategy just mentioned!"

Everyone in the trading room nodded after Su Yu made up his mind, and then quickly made arrangements for the transaction.

And when everyone in the trading room of the main fund of 'Yuhang Investment' readjusted their trading strategies after intense discussions and decided to intervene in the market trend.

Shenzhen Stock Exchange, Pingyin Asset Management Center.

Liu Ziliang, general manager of the asset management business, summed up the market trend in the morning, and after referring to the increasingly hot investment sentiment and discussion among the entire market investor group on the main line of "growth stocks" on the small and medium-sized board and the ChiNext board, he also decided to step up. Clean up the chips of the funds under the Group in the main-line fields with high weights of "Yuhang system" funds such as 'infrastructure', 'military industry', and 'Internet finance', increase the weight of the main-line positions of the small and medium-sized boards and the growth stocks of the GEM, and continue to guide A trading strategy in which active capital groups on the floor converge on the SME board and the GEM.

At the same time, he also directly connected with the person in charge of the asset management business of the "Ping An Insurance Proprietary Investment Strategy Department" of the same group.

We intend to make a joint attack to accelerate market investment sentiment and hype sentiment towards the direction of small and medium-sized boards and ChiNext "growth stocks", and eventually form a more consistent investment and hype expectation, win market liquidity, and "Yuhang" 'Funds are locked in the main lines of 'infrastructure', 'military industry', 'Internet finance', etc., forcing the funds of the 'Yuhang Department' to either completely lose the market, fall from the altar of performance, or... be forced to start from the original Cut their positions on the main line market, and obediently carry the sedan chair for them.

And just at this midday investment sentiment, the divergence is huge.

At the same time, the main institutions also have their own calculations, and the expected direction of the market is obviously different.

The market trading time has quickly crossed the noon break, and it has come to 1: pm. The two markets, which have been stagnant, resume trading.

I saw that after one and a half hours of emotional brewing at noon and the influence of various market news.

As soon as the market opened, the Shanghai Stock Exchange Index fell in a flash, once again touching the 2290 point mark, smoothing out the already insignificant gains on the market.

At the same time, accompanied by the lightning drop of the stock index.

The market is highly concerned, but the indexes of several main-line related industry sectors and concept sectors, such as 'infrastructure', 'military industry' and 'Internet finance', which are obviously weak this morning, have also fallen one after another, and the leading stocks with core concepts in their fields , For stocks such as Huaguo MCC, Gemdale Group, Conch Cement, Hangfa Technology, Shanghai Construction Engineering, Tianshan Cement, Pudong Construction, Beijiang Communication Construction... etc., the active selling volume on the disk is also rapid Accumulate, and actively kill the market downward, the weak trend becomes more and more obvious.

However, it is also the same time.

The Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium-sized Index Index suddenly jumped upwards.

Among them, the three industry sector indexes of 'film and television media', 'Internet software' and 'Internet application', which are highly concerned by the market, have risen by more than 0.3% in an instant after the opening of the market. The relevant core concepts For stocks, the volume of active buying also exploded rapidly, pushing up the stock prices of many stocks in a straight line.

Then, until 1:12.

For a full 12 minutes, the Shanghai Stock Exchange Index hovered between the red disk and the green disk, and at the 2290 point mark, it was in a narrow range of fluctuations that could continue to decay in time-sharing volume.

However, Shenzhi, in these 12 minutes, has successfully reached the 1.2% increase mark.

As for the Growth Enterprise Market Index and the Small and Medium-sized Board Index, their performance was even more outstanding, and they all reached the 1.5% increase mark.

In the deduction of the trend of several major indexes, the active funds in the market are also further flowing from the popular main lines of "infrastructure", "military industry" and "Internet finance" in the early stage to "film and television media", "Internet software", and "Internet finance". Application'-based 'growth stocks' field direction.

However, just when everyone thought that the trend of speculation from the previous period of "heavy stocks with large and medium-sized performance" and "reform and restructuring stocks of state-owned enterprises and central enterprises" was fully shifted to "small and medium-sized growth concept stocks" and "emerging industry story stocks", the market was huge. The probability will be repeated last year when the Shanghai Fingerprint did not move at all, while the ChiNext Index moved forward independently, almost out of the doubling index market.

In the context of the investment sentiment and hype sentiment in the entire market, it has begun to accelerate the convergence of small and medium-cap stocks.

At 1:15, it gathered a lot of attention from the market. At the same time, it also made a great contribution to the changes in the "growth stocks" of the small and medium-sized boards and the ChiNext in the morning, driving the "Internet software" and "Internet applications" in one fell swoop. The two emerging industry sectors broke through, and a group of retail investors and hot money groups who followed suit hyped it were praised as the leading stock in the GEM market today. Netspeed Technology suddenly exploded, and the stock price plummeted!
(End of this chapter)