"But when will this kind of short-term hyped differences come about?" Zhao Lijun was not as optimistic as Zhang Guobing, so he took over and said,
"We can't just sit back and watch the market develop, and watch as market investment expectations and hype expectations become more and more consistent in the direction of 'growth stocks' on the small and medium-sized boards and GEM, right?"
"Moreover, if we do nothing now and allow the broad investor base in the market to really form consistent expectations in the direction of 'growth stocks' on the small and medium-sized boards and GEM, then even if short-term profits accumulate, this will The market lines have encountered short-term speculation differences, and it may be extremely difficult for us to completely pull the main line of market conditions back to the main lines of 'big infrastructure', 'military industry', and 'Internet finance'."
"Because as the trading time goes by, the deeper the active capital groups in the market get involved in the 'growth stocks' line of small and medium-sized boards and GEM, the harder it will be to withdraw quickly."
"At the same time, if we don't stabilize the market in time."
"In the context of the market always being in a game of existing 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 GEM. As it develops, it will continue to decline rapidly.”
"Once the main trend of the market reverses, it will be very difficult to reverse it."
"So, I think we still need to look at the huge differences that have just emerged in the market. The majority of investor groups are focusing on the main lines of 'infrastructure' and 'military industry' in the direction of the main board, and the 'conceptual growth stocks' focusing on the direction of small and medium-sized boards and GEM. 'When the main line is still expected, intervention will be carried out."
"Even if the market trend and market changes at this time are not suitable for the main lines of 'infrastructure', 'military industry', and 'Internet finance'; even if the internal chip structure of these main lines has not been readjusted at this time, it is still There needs to be some shock; even though our current fund is not able to fully guide and control the cash flow in this direction... we still need to maintain the investment sentiment, hype sentiment and investment expectations in this direction, and maintain investors' awareness of these trends. Popularity and attention in the direction of the main line.”
"Well, I agree with what Lijun said." After Zhao Lijun finished expressing his views, Li Meng hurriedly responded and continued,
"Although the market has developed to this point, we cannot go against the existing trend changes, forcefully pull the market, and reverse the market pattern. However, we should give appropriate guidance to the market. At present, we are still optimistic about 'infrastructure', 'military industry' and 'Internet finance'." The investor group of the major core main lines firmly holds shares, or in other words, these major core main lines still have the potential for upward breakthroughs in the future. It is indeed very helpful to maintain investors' continued attention and trading popularity in the direction of this main line. necessary."
"After all, in the domestic financial trading market, especially in our big A."
"Although it is usually the major 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 funds."
"In other words, I think that the final trend of the market is the result of the joint efforts of various funds in the market after the consensus of expectations, but the decisive role is still played by retail investors who account for 80% of the market investor group, as well as various investors. Ways to activate hot money groups.”
"It is precisely these retail investors who account for 80% of the market investor base, as well as a large number of active hot money."
"This is another group in the market whose ideas and expectations are most susceptible to change."
"It is also the most core financial force among the medium and short-term speculation fund groups. After all, it is difficult for big funds to make a U-turn after choosing an investment direction, but they...are hardly affected by the size of the funds."
“So if we want to take the initiative in trading, we must mobilize the power of this financial group.”
"And guiding their emotions and expected direction."
"Their current sentiments and expected directions are mainly concentrated on the main line of 'film and television media' and the two conceptual areas of 'Internet software' and 'Internet applications'. At the same time... looking at the discussion among retail investors in the market at noon, Although everyone's sentiments and expectations about the early main lines of 'infrastructure', 'military industry', and 'Internet finance' have dropped a lot, these main lines still have sufficient popularity and attention among the majority of retail investors. degree, and there are many people who are firmly optimistic about it.”
"Also, under the current market trend of the Shanghai Stock Exchange Index..."
"Although there is pressure to completely stand at 2300 points, the expectation of maintaining the shock at this stage is still quite strong."
"At this time, if we lure the market appropriately and maintain the current emotional divergence in the two main directions of the market, on the one hand, we can shake up the market, and on the other hand, we can also focus on 'infrastructure', 'military industry', and 'Internet finance'." These are the main directions, and the retail investors who are firmly optimistic about them have a hope."
"And if we lure the market at this time and maintain the strong shock pattern in this direction, it can be regarded as adapting to the trend changes of the market itself, and it is not difficult."
"Of course, in order to reduce the pressure on our 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. Related core concept stock chips in the major main areas of software' and 'Internet applications', thus deepening the following sentiments and expected differences among the broad market investor groups on the major main lines of small and medium-sized boards and GEM's growth stocks, hindering the market Active funds must continue to flow significantly from the main line of areas where our fund has heavy positions to the main line of small and medium-sized boards and GEM 'growth stocks'." After listening to Li Meng's analysis, Su Yu's smile became more intense. , nodded and responded: "Move at the right time, act according to the trend, guide the market, create opportunities, trading skills and trading points in the market, nothing more than this, Mr. Li is right, although we cannot forcefully pull the market against the trend, However, it is still necessary to timely guide the expectations of the majority of investors in the market and maintain the market's narrow range of fluctuations at this position."
"Specifically... how to get started?" Wang Can asked again at this time. Su Yu thought for a while and responded: "'Beijiang Communications Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction...' These are the leading stocks of small and medium-cap concepts in the main line of 'infrastructure', and the buying funds on the market are relatively large. Stocks that have a strong willingness to take over, such as Tianshan Cement and Pudong Construction, can induce the market appropriately to increase the popularity and increase everyone's expectations for the main direction of 'infrastructure'."
"At the same time, stocks such as the core components of 'infrastructure' are highly concerned by the market."
"Checks like 'China MCC, Gemdale Group, China Railway Construction, and China Communications Construction' also need to maintain the market, proving that there are main funds that are still optimistic and dare to buy these stocks at this position."
"As for the 'growth stocks' line of small and medium-sized boards and GEM..." Su Yu paused, pondered for a moment, and continued: "Our chips in this line are not large, and our core positions are not many. Therefore, it is undesirable and impossible to focus on selling, and you can only focus on selling some two popular leading stocks that have attracted great market attention."
"It is enough to send a signal to the market that the continuity of this line's market is doubtful."
"Concentrate on one or two popular leading stocks that have attracted a lot of market attention..." After hearing Su Yu's words, Wang Can took over and said,
"Based on our fund's positions in the 'growth stocks' direction of the small and medium-sized board and GEM, and what is shown in today's market, the leading stocks that have a strong driving effect on the entire 'growth stock' route should be Internet Speed Technology, Have you received these two checks from LeTV?"
"And it just so happens that these two stocks, our fund's holdings are not low."
"If the selling is concentrated, it should be able to form a significant suppression of the current market situation of these two stocks, thus affecting the entire market's continued expectations for the outbreak of the main line of 'growth stocks' on the small and medium-sized boards and GEM, and even the active market activity. Funds have followed the trend and flowed into this field in a large amount of speculation confidence.”
"Not bad!" Su Yu saw that Wang Can could understand how to make an entry, thereby affecting the market trend and speculation. Naturally, the other leaders of the trading team also understood, so he stopped talking and gave the order 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.
As everyone in the main fund trading room of 'Yuhang Investment' had a heated discussion, they readjusted their trading strategies and decided to intervene in the market trend.
Shenzhen Stock Exchange, Pingyin Asset Management Center. Liu Ziliang, general manager of the asset management business, also decided to increase investment sentiment and discussion after summarizing the market trend in the morning and referring to the increasingly hot investment sentiment and discussion among the entire market investor group for the main line of small and medium-sized board and GEM "growth stocks". Funds under the Great Cleanup have stakes in the main areas with higher holding weights of "Yu Hang" funds such as 'infrastructure', 'military industry', and 'Internet finance', and increase the weight of holdings in the main direction of 'growth stocks' on the small and medium-sized boards and GEM, and continue to guide The trading strategy of active capital groups on the market converging on the small and medium-sized boards and 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.
It is planned to jointly attack to quickly promote the market investment sentiment and speculation sentiment to converge in the direction of "growth stocks" on the small and medium-sized boards and GEM, and ultimately form more consistent investment and speculation expectations, win over market liquidity, and "Yu Hang" series 'Funds are locked up in the early main lines such as 'infrastructure', 'military industry', and 'Internet finance', forcing the funds of the 'Yu Hang Department' to either completely lose market value and fall from the altar of performance, or... be forced to abandon their original position. They cut their positions on the main line of the market and carried the sedan for them obediently.
And just like this midday investment sentiment, the differences are 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 passed through the lunch break, and at 1:00 p.m., the stagnant markets of the two markets resumed trading.
I saw that after an hour and a half of emotional brewing and various market news at noon. As soon as the market opened, the Shanghai Stock Exchange Index fell sharply, once again touching the 2,290-point mark, erasing the already negligible gains on the market.
At the same time, the Shanghai Stock Index fell sharply. The market has attracted a lot of attention, but the indexes of several main-line related industry sectors and concept sectors, including 'infrastructure', 'military industry', and 'Internet finance', which performed significantly weak this morning, have also fallen one after another, and the core concept leading stocks in their fields have also fallen. , stocks such as MCC, Gemdale Group, Conch Cement, Hangfa Technology, Shanghai Construction Engineering, Tianshan Cement, Pudong Construction, Beijiang Communications Construction... etc., the active selling volume on the market can also be rapid. Accumulating, and taking the initiative to kill the market downward, the weak trend becomes more and more obvious.
However, it was also the same time. The Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium Enterprises Index suddenly jumped upward.
Among them, the indexes of the three major industry sectors of 'Film and Television Media', 'Internet Software' and 'Internet Application', which have attracted great market attention, all rose by more than 0.3% at the moment the market opened. Related core concepts For stocks, active buying volume also exploded rapidly, pushing up the stock prices of many stocks.
Then, until 1:12. For a full 12 minutes, the Shanghai Stock Exchange Index hovered between the red plate and the green plate, and at the 2290 point mark, the time-sharing volume continued to decline in a narrow range.
The Shenzhen Stock Exchange Index, in these 12 minutes, successfully reached the 1.2% increase mark.
As for the ChiNext Index and the Small and Medium Enterprises Index, their performance was even more outstanding, reaching the 1.5% increase mark one after another.
In the obviously differentiated trend interpretation of several major indexes, active funds in the market are also further flowing from the popular main lines such as 'infrastructure', 'military industry', and 'Internet finance' in the early stage, into 'film and television media', 'Internet software', and 'Internet finance'. Application'-oriented 'growth stock' field direction.
However, just when everyone thought that this trend of speculation from "mid- and large-cap performance heavyweight stocks" and "state-owned enterprises and central-owned enterprise reform and restructuring stocks" in the early stage has shifted to "small and medium-cap growth concept stocks" and "emerging industry story stocks", the market is extremely huge. The probability is that it will repeat last year when the Shanghai fingerprint remained unchanged, while the GEM index independently moved forward, almost out of a doubling index market.
The overall market investment sentiment and speculation sentiment have begun to accelerate the convergence of small and mid-cap stocks.
At 1:15, it gathered great attention from the market. At the same time, it also made a great contribution to the changes in the "growth stocks" route of the entire small and medium-sized board and GEM in the morning, driving "Internet software" and "Internet applications" in one fell swoop. Two major emerging industry sectors have made breakthroughs. A group of retail investors and hot money groups have followed the trend and praised it as the leading weighted component of the GEM in today's market. Netspeed Technology suddenly exploded and its stock price plummeted!
