"I feel that the main financial groups who are active in the market, as well as the following financial groups, are showing signs of turning around." Hearing Su Yu's voice, Li Meng responded beside him, "'Internet finance' and 'e-commerce' are two The two concept sectors are also going very strong, and today’s market development should be within our expectations.”
"The LeTV check and such a radical trend, it seems that some of the main funds that lured the 'concept growth stocks' direction of small and medium-sized enterprises and GEM are really determined." Zhao Lijun also said at this time, "Radical increase in positions, Always maintain the popularity and money-making effect of the main line of 'conceptual growth stocks', so that the market trend will always develop around the 'conceptual growth stocks' line. The other party has not achieved its goal and will not give up!"
Zhang Guobing pondered for a moment and said: "Why do I feel that many major institutions have begun to group together in the 'concept growth stock' sector of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software'."
"Well, I feel the same way." Liu Yuan agreed.
"It's not surprising." Su Yu said, "The operating style among institutions is that they like to work together to attack. But as long as the market expectations have not completely changed to the direction of these institutions, then there is no need to worry too much and continue to follow our instructions. Just carry out the operation plan.”
"Master, the trend of the 'Huaguo Railway Construction' check seems to be a little abnormal today." Liu Yuan looked at the market and suddenly noticed that the 'Huaguo Railway Construction' check continued to increase in volume, and the main buying funds on the market continued to increase. According to the trend, he couldn’t help but report, “It feels like a larger amount of main funds are continuing to increase their positions.”
After hearing Liu Yuan's words, Su Yu also turned his attention to the check. After observing for a while, he discovered the abnormal trend of the check. He smiled and said, "It seems that the expected logic and investment direction signal we released to the market, It has already played a certain role. Continue to observe patiently to see what the main financial motivation of this stock of "Huaguo Communications Construction" is. If the other party really has long-term ambitions, then we can also help it when necessary. "
"Okay!" Liu Yuan responded.
"Boss, since the market situation is shifting towards the main board, and stimulated by the two major concept sectors of 'Internet Finance' and 'E-commerce', as well as the 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software' When the adjustment of several major sectors in the main line of concept growth stocks temporarily released a large amount of active capital liquidity in the market, why not take the opportunity to further stimulate the core weight of the main line in the direction of the main board and further seize the liquidity of active funds in the market?" Wang Can pondered for a while while everyone was talking, and then responded, "According to the current market trend, this time should be a good time to switch to the leading market!"
Su Yu stared at the Shanghai Stock Index, which was still hovering around the 2295 point, and in the direction of the main board, such as 'big infrastructure', 'traditional finance', 'supermarket retail', etc. The market trend has obviously recovered, but the market has not increased the volume of various stocks. The major main line related sectors, and their corresponding stock trends, said: "'Apple concept', 'film and television entertainment', 'domestic software' and other concept sectors in the direction of 'concept growth stocks', as well as related popular stocks, despite a period of After a round of rise, the divergence on the market has increased, and upward expectations have weakened, but under the influence of the main players of various institutions, it has not completely lost its upward momentum and entered the adjustment stage."
"And the related main areas that we lead..."
"At this moment, although the active capital groups in the market have returned, and the main capital trends are slowly flowing in again, there is no natural large-scale trend on the market. The market's related emotions are brewing and have not reached the point of explosion. At the same time, in view of the Such as LeTV, Huayi Brothers, Internet Speed Technology, Crystal Optoelectronics... These stocks are still pulling upward to gather popularity and the attention of market investors, causing many investors in the market to judge the direction of the next market trend. Still undecided and full of disagreements.”
"In this case, neither emotion nor energy supports it."
"If we forcefully pull the market at this time and further stimulate the main line area of the core weight of the main board direction, it will be a waste of funds and the emotional expectations that are gradually brewing."
“The so-called success is achieved in one go, then it becomes weak again, and in three cases it is exhausted.”
"At the current stage, the amount of liquidity we have is not very sufficient."
"This also means that we only have one chance to guide the market and strongly stimulate the market's strategic actions. Under such conditions, we can only find the best time to take action. Now... The time is not particularly ripe.”
"Wait patiently." Su Yu paused and emphasized, "The opportunity we are waiting for will come."
After Su Yu's patient explanation, Wang Can was still a little worried, and continued to say to Su Yu: "Boss, what if the other party is so arrogant and blindly uses funds to attack, and then forcibly pulls up 'Apple Concept' and 'Film and Television Entertainment' , 'domestic software' and other 'conceptual growth stocks', the market conditions in the main line areas have made the internal chip structure of this line complete the transformation in the continuous high level and high turnover shock, completely gathering market sentiment and expectations? What about that? If we guide you gently step by step, we will miss the opportunity!"
"It's not that easy to clean up the chips, quickly rebuild the chip platform, and gather market sentiment and expectations with continued strong fluctuations and high turnover." Before Su Yu could speak, Li Meng responded, "These main players Although the overall market value of the main "concept growth stock" sectors led by institutions, such as "Apple Concept", "Film and Television Entertainment", and "Domestic Software", are not as good as those of the core concept sectors on the main board. However, in order to force an upward move to maintain the market regardless of the overall market situation and expected emotional development, the amount of funds required is still very scary."
"No one in the financial trading market can go against the trend."
"Not to mention these short-lived institutional groups, let's talk about the 'national team' that holds a large number of positions in the field of 'big finance'. Without strong expectations of the entire 'big finance', it is impossible to continue to do so on its own. Maintain the strong market momentum in the 'big financial' sector."
"Similarly, these institutional groups are optimistic about the main line development of 'conceptual growth stocks'."
"I want to use the situation you mentioned, when market divergence increases and upward expectations weaken, to use capital advantages to forcefully maintain the profit-making effect and gather popularity. I want to adjust the chip structure with high turnover and deepen the short-term success in this field. The market development is simply unrealistic.”
"And, there's one more thing..."
Speaking of this, Li Meng's eyes became brighter and brighter, and he said with an authentic smile: "Comparing the major main areas we dominate, the popular 'concept growth stock' fields such as 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', In fact, the proportion of corresponding institutional positions is even larger.”
"In other words, during the overall market development process in the past two years."
"Due to changes in expectations across various industries, many smart institutions have shifted their position weights to these 'conceptual growth stocks'. And because of this, the valuations of many core concept growth stocks compared to the overall market level, To stay that high.”
"However, within a stock, or a core main line area, there are many major institutions holding positions."
"Under the circumstances that investment expectations have been fully realized, the valuation level is significantly higher than the market average level, and the stock price has surged in the short term."
"At the same time, in other directions of the market, some investment opportunities have also been clearly highlighted."
"Then, the main holding institutions lurking in this stock, or the main line area, as well as other profit-making investors, will have a very strong desire to take profits and adjust positions."
"In other words, comparing the two, I personally believe that the chip structure of the popular stocks on the main line of 'conceptual growth stocks' in the Shenzhen Stock Exchange is far less clean than the chip structure of the popular stocks in the main board weight area."
"And when the chip structure is chaotic, then as the market develops..."
"Once there are differences in expectations and emotions, there will be 'unanimous people' and things that hold each other back. That is, once the differences on the market expand, the upward pressure on the stock price will only increase, until eventually the funds taken over cannot support it. The stock price turned around and adjusted downwards, consolidated at a low level again, and formed a new consensus expectation.”
"so……"
Li Meng smiled and said quite confidently: "I feel that the more the lines of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software' are pulled upward at this moment, the closer we are to a drastic adjustment. Likewise... the time we have been waiting for is getting closer and closer."
"Not bad!" Su Yu said with a smile when he saw that Li Meng had analyzed the market trend very thoroughly, "So we don't have to worry for the time being. According to the trading plan, we will continue to use a small part of the funds to stimulate the two branches of 'Internet Finance' and 'E-Commerce' Just the main plot.”
"We only need to use these two branch lines to differentiate the long sentiment and upward investment expectations of the core 'concept growth stock' main line sectors such as 'Film and Television Entertainment', 'Apple Concept', and 'Domestic Software', and induce a convergence It is enough to sell off the profit-making funds or floating chips in these sectors and increase the pressure on the market in these sectors.”
“In the existing gaming market, the investor groups remaining in the market are basically relatively mature investor groups.”
"For these investor groups, as long as we give certain signals during the inducement process, they will follow the trend and flock to the areas with the strongest profit expectations in the market without us having to do anything else."
"at the same time……"
Su Yu paused for a moment, thought for a while, and then continued: "If my prediction is correct, the 'national team' that has been silent in the market for some time will effectively break through 2300 points on the Shanghai Index and continue to be blocked. Next time, I should take action."
"That is to say, in theory, we should have a helper with extremely strong financial resources."
"National team?" Liu Yuan was a little confused when she heard Su Yu's words, and couldn't help but ask, "Master, why do you judge that the main funds of the 'national team' that are silent in the court will stimulate the board and assist to a certain extent?" What about us?"
Su Yu smiled and responded: "It's very simple. At this current time point, the regulatory authorities urgently need a strong and sustained market situation to open up liquidity and support the implementation of subsequent market policies. And Driven by this motive, this will inevitably prompt the real core main funds in the market to play a leading role in helping the market overcome barriers when the market's natural development continues to encounter obstacles."
"Understood!" Liu Yuan understood Su Yu's explanation instantly.
"No wonder boss, you dare to let us have such a heavy position in the field of 'big infrastructure'." Wang Can also understood at this time, "Boss, you are sure that the 'national team' will come to the scene to carry our sedan chair!"
Su Yu chuckled and said: "It's just based on the development of the market and the main line of expected logic, there is a high probability that there will be such a result. Of course, the specific market trend and actual situation can only be based on the next development of the market. Step verification.”
Zhao Lijun, Zhang Guobing, Zhu Tianyang... several core traders in the trading room.
After hearing Su Yu's last logical deduction, I was extremely shocked and admired Su Yu extremely.
They thought about all the previous expectations and possibilities, and they all believed that the investment logic and expected space in the direction of "big infrastructure" on the main board were significantly greater than the direction of "conceptual growth stocks" in the Shenzhen Stock Exchange. However, they were only limited to the industry from beginning to end. Market conditions, market sentiment and other directions are being analyzed, and no one wants to move their eyes and horizons up to the regulatory level, or even the country’s expected deployment of macro policies for the financial trading market.
This kind of high-level investment vision and investment vision made them shocked, and their hearts moved, and they all felt that they had a kind of enlightenment on investment ideas.
Indeed, the vast majority of people in the market pay too much attention to market analysis and sentiment analysis.
But very few people can take a long-term view and consider the expectations of regulators and even the national macro-policy demands, and truly understand and appreciate the saying that "A-shares are still a policy market after all."
In the trading room, everyone was surprised and shocked.
Su Yu smiled and returned his gaze to the trading interface of the two cities again.
I saw the entire market. During the brief exchange and analysis and discussion, the trading time had moved to 10:05 in the morning.
At this moment, the Shanghai Stock Index has moved up to around 2297 points, once again one step away from the 2300 point mark.
The two major concept sectors of 'Internet finance' and 'e-commerce' also continue to go hand in hand, with the concept sector index both breaking through to an increase of around 2.5%, among which 'Hengsheng Electronics, Yinjie Technology, Sanjiang Shopping, Xinhuadu, Business Bao, Feifei Ma International's six concept stocks have sealed their daily limits.
As for the concept sectors that were strong yesterday such as 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', as well as the main line sectors such as 'Big Infrastructure', 'Big Finance', and 'Big Consumption' that have recovered slightly, they are also all at this moment. There has been a trend of rising popularity.
However, although the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, GEM Index, and Small and Medium Enterprises Index are all major market indexes.
They have all reached the stage of opening lower and moving upward, turning red again.
However, the specific market strength and weakness of each index, as well as the flow direction of active capital groups in the entire market, the core main areas that the majority of investor groups focus on, and the main buying and selling volume can be compared. Each index, as well as various industries, The concept sector and the performance of each core concept stock are still very different, each with obvious differences.
(End of chapter)
