"Okay!" Li Meng responded, and then issued trading orders to each trading group.
Immediately afterwards, as each trading group quickly executed relevant trading instructions, the stock prices of the two stocks of 'Beijiang Communications Construction and Hengsheng Electronics' were instantly pushed upward by a large amount of concentrated buying funds. Among them, Hengsheng The electronic market rose by more than 5% in a straight line, and Beijiang Communications Construction went straight to the daily limit.
Then, when 'Beijiang Communications Construction' hit the daily limit.
In the entire market, there are a number of leading conceptual stocks in the fields of 'big infrastructure', 'military industry', and 'Internet finance', such as Shanghai Construction Engineering, Tianshan Cement, Pudong Construction, Hongdu Airlines, Jinzheng Shares, Yinjie Technology, Flush... ...and other tickets also followed the trend and increased, and the buying volume of the market owner also increased simultaneously.
Similarly, after these leading concept stocks changed one after another.
A number of heavily weighted stocks in the three main areas of 'big infrastructure', 'military industry' and 'Internet finance' also simultaneously ushered in a wave of concentrated buying volume.
And when these weighted stocks are leveraged by funds...
The market attention of the industry sectors and concept sectors related to the main lines of 'big infrastructure', 'military industry' and 'Internet finance' has also increased instantly, and the emotional hype has warmed up again. At the same time, the Shanghai Stock Exchange Index has also begun to turn around again in terms of volume. Heading upward, within a few minutes, it recovered the 2305 point mark.
"Hey, the trend of hot spots in this market has changed so quickly!"
Seeing that a number of popular leading concept stocks in the main fields of 'big infrastructure', 'military industry', and 'Internet finance', under the trend of 'Beijiang Communications Construction' rising to the limit, collectively changed and began to occupy the real-time gain list pages of the two cities. , some people in the main hot money group of Yuhang where Su Yu was located sighed helplessly.
"The check for 'Beijiang Communications Construction' turned out to be up to the daily limit."
"If the 'Beijiang Communications Construction' check is not dead, then the entire 'big infrastructure' main line will most likely not be dead. It's no wonder that after the check hit the limit, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction... these batches of the same concept The trend of stocks in the past few minutes has been so strong."
"The daily limit of 'Beijiang Communications Construction' has brought active funds in the market back to the direction of 'big infrastructure'!"
"Indeed, the divergent sentiments on the 'Film and Television Media', 'Internet Software', and 'Internet Application' lines are obviously intensifying again."
"The checks from LeTV, Internet Speed Technology, and Huayi Brothers feel like they can't be paid."
"At least the combined strength of funds on the market is no longer as strong as it was at the beginning of the market."
"The check of 'Beijiang Communications Construction' has reached the limit at this time. It is really wonderful. This board... should be regarded as the soul board in today's market, right?"
"In terms of driving market conditions, the 'Beijiang Communications Construction' board is definitely the best."
"Hey, it's just that the check was pulled too fast just now. Once it was listed, there was no time to place an order to buy it, so I didn't grab any chips."
"Actually, there is a high probability that this check will hit the limit today."
"No, to be precise, this check has a strong expectation of a price limit, and as long as it dares to be listed on the market, it will most likely be blocked quickly. After all, it is supported by Mr. Su's 'Fortune Road' seat."
"Today, the field of 'Internet finance' is also quite strong!"
"The 'Internet Finance' line has been driven by the stock 'Hengsheng Electronics', but I just don't understand the market logic of the 'Hengsheng Electronics' check, this position, and the intraday increase... I don't dare to go up. !”
"The check for 'Hengsheng Electronics'...is based on the half-year performance forecast?"
"Unlike, in terms of half-year performance forecast, the check of 'Oriental Fortune' should be stronger, right? Moreover, the check of 'Oriental Fortune' also has the benefit of the fixed increase concept that Mr. Su participated in, but...'Oriental Fortune' The market trend of checks today is not good, and it is completely different from 'Hengsheng Electronics'."
"Have Leader Zhang intervened in the 'Hengsheng Electronics' check before?"
"Yes, I intervened, but the check hasn't appeared on the Dragon Tiger List for many days. I don't know if Alliance Leader Zhang is gone?"
"If it hadn't gone away, there should still be a lot of potential in the subsequent market trend of this check."
"The check for 'Hengsheng Electronics' is for 'Ali Baba' stocks, right? Could it be that they are speculating on the logic that 'Ali Baba' is about to be listed in the United States?"
"I'll go, it's really possible!"
"If the concept of 'Ali Baba' is being speculated, then it is totally possible. The market currently does not have sufficient expectations for this concept, and there is a huge gap in expectations."
"I didn't say anything, just do it!"
"Haha, I have placed an order to buy it. The check of 'Hengsheng Electronics' is definitely promising at its current position."
"I also bought some chips. It seems that in the entire market, the hype sentiment and market following effect of 'infrastructure', 'military industry', and 'Internet finance' with relatively clear logic lines of speculation are stronger! For other hot topics, I always feel that It’s so different.”
"Unfortunately, looking at the market, the overall market volume is still obviously insufficient."
"There is nothing we can do about it. The market has been falling for more than a month before the Dragon Boat Festival. Now it is less than half a month since the Dragon Boat Festival. The overall market investment sentiment and investment confidence cannot recover so quickly. We can only Wait patiently, but I think...as long as the market's hype expectations and money-making effects are still there, and there are always leading concept stocks that have achieved great heights, then there will definitely be a steady stream of incremental funds coming in from the sidelines. By then...wait until The overall investment sentiment and investment confidence in the market are sufficient, and there should be a sustained surge."
"But at present... we still cannot have too high expectations in terms of operations."
"Indeed, for the 'Huace Film and Television' check, I grabbed some chips the day before yesterday, and yesterday I increased my position on the daily limit board. Looking at it today... the market is probably a little unstable. Everyone, can you get out?"
"For the 'Film and Television Media' line, although there are still hype expectations and emotional expectations, compared with the previous two days, these two expectations have definitely dropped a lot. In addition, today there are 'Apple Industry Chain' and 'Internet Finance' 'The hot spots of these two lines have diverted some of the most active speculation funds in the market, and distracted the concentrated attention of market investors. I think this line... even if it can maintain a strong situation in the morning, it will not be possible until the market volume can be restored in the afternoon. When things go bad, the trend will definitely diverge further, and it will be difficult for leading concept stocks such as Huace Film and Television, Ciwen Media, and Cultural Investment Holdings to hold their daily limit!"
"Although the checks of 'Huace Film and Television, Ciwen Media, and Cultural Investment Holdings' are the conceptual leaders of the entire 'Film and Television Media' sector in terms of height, there has been basically no change of hands in the three consecutive boards since the market broke out. If we don’t open the board and change our hands here, we will have no choice but to fight until we die in the next wave.”
"Yes, the line of 'film and television media' is divided here, and the hype will be higher in the future."
"In short, regardless of whether the 'Film and Television Media' line will diverge drastically today, at this point in time, none of the conceptual leaders in this line is a good intervention point. If you really want to say... Today's Apple The trend of the two lines of "industrial chain" and "Internet finance" is obviously better, and the risk of participating in the relay is also obviously lower."
"Well, that makes sense!"
"But even though the hot trends are shifting towards 'infrastructure', 'military industry', and 'Internet finance', the overall focus of speculation is still on small and medium-cap concept stocks, right?"
"Affected by market volume and energy, the current adjustment of heavyweight stocks has not ended, and no one is buying it."
"How do I feel that the reason why heavyweight stocks are weak is because of the relatively large internal differences among the main funds gathered in these stocks?"
"You can say that, but in general, it is still limited by quantity and energy."
"The hot spots in the market are rotating rapidly, but the overall direction is still for small and mid-cap concept stocks. This should be the market trend."
"Hey, there are so many small and medium-cap concept stocks in the entire market, and the hot spots rotate too fast, so it's hard to participate."
"If the capacity is insufficient, the market may not be able to move up."
"The safest thing is to take a short position or wait and see."
"Yes, with such a hot market rotation speed, it is still easy to get slapped in the face if you participate in heavy positions. At least... the two major hot topics of speculation, 'Internet software' and 'Internet applications', which had obvious changes yesterday, are in today's market After the active capital liquidity was siphoned off by the 'Apple industry chain' hype hotspots with better hype expectations, there are very few funds to follow the trend of these two hot main lines, causing these two hot main lines to have no continuity today."
"Let's continue to see. If the 'Film and Television Media' line can emerge from the second wave of market conditions after the disagreement and the re-adjustment of the chip structure is completed, and continue to further open up the space for speculation, this line can even be able to go out for five years. If there are high-level leaders on the board and the six-board board, then we can still take a high look at the subsequent market conditions.”
Along with the rapid refresh of messages in the group, there were discussions with different opinions.
The market trading time has quickly slipped to 9:52, and at this moment, 'Hengsheng Electronics', which has attracted the attention of many investors across the market and has been frequently scrambled by a large number of active speculation funds, suddenly Under the attack of tens of thousands of consecutive "tens of millions" large buying orders, the stock price skyrocketed. In a few seconds, it jumped from an increase of around 6.5% to the daily limit.
Immediately afterwards, at 9:53, another follow-up purchase order of tens of thousands of lots directly sealed the daily limit.
At 9:54, 'Hengsheng Electronics' completely sealed the daily limit, and the order closure expanded to 110,000 lots. At the same time, 'Jinzheng Shares, Yinjie Technology, and Huake Gold, which are consistent with the main business attributes of 'Hengsheng Electronics' Cai and Changliang Technology's stocks also quickly followed the trend and rose. Among them, Huake Jincai and Yinjie Technology's intraday gains after a brief rise jumped over the 5% increase mark, and also showed that they went straight to the daily limit. situation.
At 9:55, driven by this group of stocks, the 'Internet Finance' concept sector index also surged, rising by more than 1.5%.
At 9:56, under the sudden advance of the 'Internet Finance' sector index, stocks such as 'Oriental Fortune, Great Wisdom', which were relatively weak within the sector, also slowly rose, passively pulling up.
At 9:57, thanks to the daily limit of "Beijiang Communications Construction and Hengsheng Electronics", the active capital flow of the entire market has been concentrated in the fields of "infrastructure", "military industry" and "Internet finance". Obviously, with the rise of relevant industry sectors and concept sectors in these early main line fields, 'film and television media', 'Internet software', 'Internet applications' and other main line fields that performed well yesterday, and their related industry sectors and concept sectors The trend has begun to fall slowly again.
At 9:58, the net inflow of main funds in the two main "infrastructure" core industry sectors of 'Architectural Decoration' and 'Building Materials' began to turn from negative to positive, and after the stock of 'Beijiang Communications Construction' hit its limit,' Tianshan Cement' also hit its daily limit at this moment.
At 10:01, after the market had entered a relatively stable trading period after the intense half-hour trading session at the beginning of the session, the Shanghai Stock Exchange Index climbed to a new intraday high and stood at the 2310 point mark. At the same time, a number of stocks in the 'big infrastructure' field The growth rates of various industry sectors and concept sectors have also climbed up, once again squeezing into the two cities' growth rankings after the main concepts of 'Apple Industry Chain', 'Film and Television Media', and 'Internet Finance'.
At 10:05, driven by more than one main force of funds, Hongdu Airlines also hit the daily limit.
At this point, the market hot spots began to accelerate towards the early hot main lines of "infrastructure", "Internet finance" and "military industry", while the main market areas of "film and television media", "Internet software" and "Internet applications" , the attention of active funds and its following effect gradually weakened.
Of course, the 'Apple industry chain' and the entire 'smartphone industry chain' are still performing strongly and are still the unshakable core hot spots in today's market, focusing on the hottest investment in the entire market. And the strongest capital follow-up effect.
】
It's just that due to the trend of hot market trends, the "big infrastructure" direction of the main board has shifted a lot.
As a result, the gap in the growth rates of several important market indexes has once again narrowed, and the situation of "Shanghai is weak and Shenzhen is strong" is no longer so clear-cut.
"Hey, Mr. Chen, the hot market trend has shifted towards the 'big infrastructure' direction of the main board again."
At 10:21 a.m., I saw that the market trend was clearly deviating from the fund's heavy position direction and operating expectations. At this moment, in the core main fund trading room of Pingyin Asset Management Center, Gao Yixiang, the trading team leader, could not help but frown again. , hurriedly reported: "Mr. Chen, what should we do now? 'Film and television media', 'Internet software', and 'Internet applications', our main hot topics, whether it is speculation or the intention of following the trend of funds, are all rapidly changing." When the tide goes out, even if we invest real money and take the initiative to pull the market, there will be few other main funds and large order funds to follow the market, no... even fewer retail investors will follow the market.”
