"Indeed." Li Meng responded, "I just didn't expect that among the major lines that we lead, the first one with a large amount of funds to actively take over the market, and the one that secretly takes advantage of the chips on a large scale, would be the 'military industry' line. Originally, I thought that the 'big infrastructure' line was the main line area with more market sentiment and expectations, and it was also easier to accumulate funds."
"No matter which line the funds identify with." Su Yu smiled and responded, "As long as the market conditions are spreading in the direction we expected, there will be no problem."
"Boss, since there have been changes in the 'military industry' line, do we... need to further stimulate it?" Wang Can pondered for a moment and said, "Should we induce the market in this field and create a hot spot in the market? How about the spread of the market from the two hot spots of 'Internet finance' and 'e-commerce' to the 'military industry' field? Didn't you say before that the market will spread from these two hot spots to the 'big infrastructure' and 'military industry' fields? Only then can the Shanghai Stock Exchange Index Can we really open up the space to break through and stand firm at 2,300 points? Now...it should be an opportunity, right?"
Su Yu responded: "The hype and fund following effect of the two hot concepts of 'Internet finance' and 'e-commerce' have not yet expanded to the extreme. The active capital groups in the entire market are still concentrated under the following effect." In these two hotspots, there are no signs of spillover or spread."
"Just wait a little longer..."
Su Yu paused for a while and continued: "We will wait until the hype and follow-up effect of the two hot concept sectors of 'Internet finance' and 'e-commerce' climbs up for a while and forms a substantial daily limit trend. At the same time, We have to wait until the differences within the "concept growth stocks" sectors that have performed strongly in the past few days, such as "Apple Concepts", "Film and Television Entertainment", and "Domestic Software", will expand further, and the medium and short-term active capital groups that make profits will start from these fields. With further outflow, we can further guide and deepen the market into 'military industry' and 'large infrastructure', the two main areas with relatively large market value, so as to reactivate the market in these two fields."
"Mr. Su, there seems to be a significant change in the steel sector." While Su Yu was speaking, Zhao Lijun also hurriedly reported, "Oh, no, to be precise, there has been a change in the stocks of the various components of the 'special steel' sub-concept. .”
After hearing Zhao Lijun's words, Su Yu turned his attention to the sector mentioned by the other party. Sure enough, he saw that many component stocks such as 'Fangda Special Steel, Fushun Special Steel, and Bayi Steel' had obvious upward trends in volume, and on the market There are also obvious signs of increase in the number of people buying alone.
"In the field of steel plate, these changes in checks seem to be related to the concept of 'military industry', right?" Before Su Yu could respond, Zhang Guobing thought for a moment and then said, "Mr. Su, it looks like this, in this field, There should be some potential good news.”
"What are the benefits in the direction of 'military industry'?" Wang Can asked.
Zhang Guobing thought for a while and responded: "It must be related to this direction, but it is not necessarily directly in the direction of 'military industry'."
"Special steel..." Su Yu pondered, "This is the basic material demand side for the development of 'military industry'."
Thinking of this, Su Yu once again carefully observed the stock price trends of similar stocks on the market, as well as the follow-up efforts of buying funds. He confirmed that there were indeed main funds continuing to increase positions here, and couldn't help but quickly turned to the company's market intelligence department. Lin Antu made a phone call.
"Hey, Mr. Su, what's the emergency?" Lin Antu responded on the phone.
Su Yu responded briefly, and then said: "Director Lin, let's ask if there is any new important news in the market news, especially in the direction of 'military industry'."
"Okay!" Lin Antu nodded and responded, "I will feedback the results to you, Mr. Su, at noon at the latest."
"Okay!" Su Yu responded, then hung up the phone.
"Mr. Su..." Just when Su Yu hung up the phone and turned his eyes back to the trading boards of the two cities, Zhang Guobing thought for a while and continued, "In fact, the changes in the constituent stocks of the 'Special Steel' sector are very important to us. It is said that it is a very good intermediate bridge to link the main line of 'big infrastructure' and the main line of 'military industry' sector!"
After being reminded by Zhang Guobing, Su Yu's eyes suddenly lit up, and he laughed and said: "It's true, through this sub-concept section, it is indeed possible to connect the two main market lines of 'military industry' and 'big infrastructure' into one , but... for real linkage, further development of this news and expected emotions will be needed."
Along with the discussion among everyone in the trading room, and the continued development of market conditions.
Same moment.
Yanjing, a company called 'Yihe Capital Company', manages the main fund trading room.
Chen Yihe, the fund manager and general manager of the company, was holding the phone that he had just hung up. The excitement on his face was beyond words. He was quickly instructing all the traders in the trading room to increase their positions significantly. Fushun Special Steel, Bayi Steel' and other target stocks.
Of course, the changes that the entire 'Yu Hang System' had perceived in this field were also their work.
"Mr. Chen, these target stocks don't look like anything special!" As the traders increased their positions significantly, Gao Xiang, the trading team leader, endured the doubts in his mind for a long time, but finally couldn't help it. Asked, "Isn't it too aggressive for us to increase our positions like this?"
Chen Yihe chuckled and said: "Don't worry about the fundamentals of these checks, just keep buying. I will bear the risks."
Hearing Chen Yihe's words, Gao Xiang came back to his senses and knew that there should be some definite benefit.
"Should we buy as much as there are selling orders on the market?" Gao Xiang paused and asked.
Chen Yihe nodded and said: "Yes, buy as much as there are selling orders on the market. After buying short chips at the current price, then continue to push the stock price up to induce more selling orders. At this time... As long as there is selling on the market, no matter how much we eat, we should be able to make a profit."
"How big is the benefit?" Gao Xiang pondered for a moment and continued, "If the potential benefit is big enough, I think we can try to attack the board and buy all the chips in one go."
Seeing that Gao Xiang's appetite was bigger than his own, Chen Yihe was silent for a moment and responded: "It's uncertain how big the benefits will be, but there must be potential benefits in this direction that will be announced soon. We are just making a time difference. We are not sure about the nature of the benefits. No matter how serious the situation is, it is better to attack with caution. The action of pulling up the board to attack is too radical and is not advisable."
"Okay!" Gao Xiang nodded when he saw that the specific market news was difficult to clarify, and Chen Yihe still lacked some courage in his trading strategy. He still followed Chen Yihe's advice and gave up the relatively radical strategy of increasing positions. , chose to increase the position step by step.
And with their actions on the branch concept section of 'special steel'.
The market trading time has quickly passed 11 o'clock in the morning. The market patterns of the two cities have not changed much compared to before. The Shanghai Stock Exchange Index is still hovering around 2300 points, with 'big infrastructure', 'big finance', Although the overall market conditions of various weighted main lines such as 'Big Consumption' and various industry sectors and concept sectors have recovered, they still lack strong momentum to attack; the Shenzhen Stock Exchange Index, GEM Index, and Small and Medium-sized Enterprises Index also remain at the same level. The market is fluctuating around the market. Among them, the main concept sectors of "Apple Concept", "Film and Television Entertainment" and "Domestic Software" are slightly weaker than before, but the market divergence is still huge.
Of course, when the overall main line market prices have not changed much.
The market conditions of the two hot sectors of 'Internet Finance' and 'E-commerce' are still continuing to change in depth. Not only have the indexes of the two major concept sectors broken through the 3% mark, but the related core component stocks have also increased by a total of 3%. 8 stocks hit their daily limit.
In the observation of the 'Yu Hang System', there were changes in the 'military industry' and 'steel' sectors.
Although the two major sectors have reached the top of the growth lists of industry sectors and concept sectors in the two cities, compared with the two hot topics of 'Internet finance' and 'e-commerce', investors' attention and capital following the trend are not high, and the market has a large investment The investor group has not linked the changes in these two major sectors with the market changes in the two hot topics of 'Internet finance' and 'e-commerce', and clarified the logical relationship between the speculations.
“Boss, with this market trend, I feel like I’ve reached a deadlock again!”
At 11:05 a.m., in the main fund trading room of Zexi Investment Company in Shanghai, Zhou Kan stared at the changes in the market prices of the two cities and frowned: "The Shanghai Stock Exchange Index is sieging 2300 points but not attacking, the Shenzhen Stock Exchange, GEM Index, small and medium-sized enterprises are The direction of a number of small and mid-cap concept growth stocks such as the Shanghai Stock Exchange Index has shown an obvious trend of heavy volume and sluggish growth. There is a need for adjustment, but it insists on staying at the high level in the market and does not adjust. The whole situation does not allow various funds to increase their positions. It’s not about reducing positions, it just feels like the market is likely to enter the shrinking sideways adjustment stage again.”
"Not really." Xu Xiang, who was next to Zhou Kan, responded, "With the soaring popularity of the two hot topics of 'Internet finance' and 'e-commerce,' the market is still slowly opening up space, especially in the main board direction. Although there is nothing on the market. It’s moving, but the popularity and sentiment are obviously slowly gathering.”
"You should pay attention to the 'military industry' line and several conceptual sectors in the 'large infrastructure' field."
"Although the trends of related industry sector and concept sector indexes have not changed much, for many core component stocks, the buying orders on the market are obviously much more active than before."
"For example, Huaguo Railway Construction, Huaguo MCC, China Airlines Optoelectronics, Fangda Special Steel, Valin Steel, Fushun Special Steel... For these stocks, you can clearly feel that their market is getting stronger and stronger, and In terms of market trends and feelings, the main buying funds following these stocks at this moment follow the same logic as the previous "concept growth stock" riot stage, "Tianshan Cement, Beijiang Communications Construction, Shanghai Construction Engineering, Pudong Construction..." 'The logic of riot speculation in a group of stocks should be completely different."
"Moisturizing things silently!"
"The core weight of the entire main board direction seems to have not changed. In fact, smart funds from all parties are slowly infiltrating and immersing. Looking back, the sentiment and discussion are still hot. On the surface, the main capital inflow is still very large. 'Apple Concept', 'Film and Television Entertainment', 'Domestic Software' and many other 'concept growth stocks' sectors do not feel this way at all."
"Wait patiently..."
When Xu Xiang said this, he smiled and said: "The market trend is changing, and a new turning point should be coming soon."
"Hopefully!" Zhou Kan nodded, still hoping in his heart that the market situation would change as Xu Xiang expected. "If it still can't break through and continues to go sideways, and the K-line charts in all aspects of the market go bad again, then the market will adjust. The time and space will become longer and longer.”
While the two were talking, the market trading time continued to move forward.
Finally, when 11:30 arrived and the two cities closed at noon, the Shanghai Index was set at 2298.96 points, up 0.26%, the Shenzhen Index rose 0.11%, and the ChiNext Index and the Small and Medium Enterprises Index fell 0.09% and 0.09% respectively. 0.17%, of which the two cities’ total transaction volume was 52.936 billion, which was slightly smaller than the previous two days.
In addition to the index, there are hot concepts in the two cities and the performance of popular stocks.
The two hot concepts of 'Internet finance' and 'e-commerce' led the gains in the two cities. The half-day gains of the sectors reached more than 3.3%. Within the two hot concept sectors, a total of 9 stocks hit the daily limit, 8 Several stocks have closed their daily limits, among which a number of popular stocks such as 'Hengsheng Electronics, Jinzheng Co., Ltd., Yinjie Technology, Sanjiang Shopping, Pegasus International, Xinhuadu, Toocle, and Small Commodity City' have all closed their daily limits.
As for the popular concept sections of 'film and television entertainment', 'Apple concept' and 'domestic software'.
After once pulling red, the indexes of various concept sectors fell back to flat or slightly falling at midday closing. Among them, the 'domestic software' concept sector index fell by about 0.65%.
Many core popular stocks within these popular concept sectors, such as 'LeTV, Huayi Brothers, Huace Film and Television, Internet Speed Technology, Crystal Optoelectronics, Anjie Technology, Lixun Precision...' and other stocks, have all It showed a trend of rising and falling after heavy volume, or stagnating due to heavy volume. Among them, 'LeTV' continued to hit 500 million in half a day, and closed with a decline of 0.89%, underperforming the major core market indexes.
Faced with this midday closing situation...
The majority of investors in the market are still somewhat disappointed, especially the investors who once pursued high positions in the popular "concept growth stocks" such as "Apple Concept", "Film and Television Entertainment", and "Domestic Software". They all started to curse.
Moreover, just when everyone was having heated discussions, they lost confidence in pursuing positions and continuing to be optimistic about the main line of "conceptual growth stocks".
11:38, in the direction of 'military industry'.
Market news about the restart of 'nuclear power' began to blow like a strong wind across the entire market, attracting the attention of many investors.
