Chapter 545 The struggle for market dominance (Thirty-four)!

Author: vaguely first meeting

The entire market investor group is paying close attention.

The stagnant market in the two cities started to jump instantly. Benefiting from the brewing of pre-market sentiment and the driving effect of the external market, most of the industry sectors and concept sectors in the two cities showed a higher opening trend. There were nearly 2,000 stocks in the entire market, with 1,400

The remaining branches showed a red trend.

And among most industry sectors and concept sectors that opened higher.

On the main line of 'Technology Growth Stocks', 'Internet Finance', 'E-Commerce', 'Apple Concept', 'Domestic Software', 'Film and Television Entertainment' and other core concept sectors all showed an obvious trend of opening higher.

, ranking among the top gainers of concept sectors in the two cities.

Among them, in this core concept sector, a number of popular core concept stocks with relatively high market attention and investor discussion have opened higher, which is even more eye-catching.

For example, 'LeTV' opened higher by 1.23%; 'Hengsheng Electronics' opened higher by 3.29%; 'Sanjiang Shopping, Xinhuadu, Pegasus International, Business Bao, Small Commodity City' and other 'e-commerce' concept stocks, all

They opened higher with an increase of more than 2%; Apple concept stocks such as "Crystal Optoelectronics, Subbed, Lexun Precision, and Changying Precision" all opened higher with an increase of about 1%; even the old "Shanghai Steel Union"

After hitting the daily limit yesterday, the monster stocks opened higher by more than 5 points in the early stage of today's call auction, and they have the momentum to continue to hit the daily limit.

Compare the stocks in the "technology growth stocks" sector that are generally strong in the entire market.

The traditional investment fields that are biased towards the direction of the main board, especially the 'military industry', 'steel' sectors, and even the entire 'pan-infrastructure' sector, which once had a profit-making effect and a follow-up sentiment among capital groups in the market performance yesterday

, or the discussion enthusiasm among market investor groups, and even the topicality, are much weaker.

Even in the entire traditional investment field, the two most popular industry sectors of 'military industry' and 'steel', as well as their corresponding concept sectors, have not even been able to reach the top five positions in the growth lists of industry sectors and concept sectors in the two cities.

, completely losing the possibility of the continued spread of emotions and hype.

However, in the "pan-infrastructure" industry sectors such as "military industry" and "steel", the overall performance of the concept sector is not outstanding.

Regarding the core concept stocks bought by ‘Fortune Road’ yesterday.

As well as the market hype and discussion heat, which have remained relatively high in the market, such as "Beijiang Communications Construction, Shanghai Construction Engineering, Tianshan Cement, Shibei High-tech" and other stocks.

The performance on the board is not bad either.

These tickets have maintained a relatively obvious trend of opening higher. Among them, "Fushun Steel" even opened higher by more than 2%.

"Haha, the market trend is really coordinated!" At 9:16, seeing the initial collective bidding status displayed by the market, in the Shenzhen Stock Exchange at this moment, within Pingyin Asset Management, the main fund trading room, general manager Liu Ziliang had a stern face.

He couldn't help but smile, "This trend in the peripheral market has come at the right time."

Fund manager Chen Shen stood beside Liu Ziliang, nodded slightly and said: "Indeed, after this wave of emotional stimulation, the main investment concept of 'technological growth' should quickly become popular among the people. The vast number of investors in the market are following this main direction.

Consistent investment expectations will also be formed faster."

"It seems that our previous prediction of the market and investment layout did not have any problems." Liu Ziliang said, "Under this situation, I really want to see how the funds of the 'Yu Hang Group' will adjust their trading strategies?"

Chen Shen thought for a while and responded: "No one can go against the macro trend of the market. Although the 'Yuhang Group' fund is not small in size and has a huge influence on the market investor group, in the 'technological growth'

'With this main line of development trend already unstoppable, I estimate that this main force of funds...should not be stubborn in the direction of traditional investment fields such as 'big infrastructure', and will inevitably reduce the corresponding weight of positions and increase positions. Market conditions

China, other popular concept sectors that are developing well."

"It would be great if this fund really chooses this way." Liu Ziliang said, "We have worked hard to create the main line of 'technological growth', and the purpose is to make the market investment sentiment and expectations comprehensively improve in this direction.

The outbreak has attracted subsequent funds from all walks of life to continue supporting us, thus harvesting more profits from the market and rewriting the performance of our fund in the first quarter."

"Looking at it now..."

Liu Ziliang watched the market changes closely and said with a smile: "We are getting closer and closer to success."

"If the market trend turns to the line of 'technological growth'..." While the two were talking, Gao Yixiang, the head of the fund trading team in the trading room, also interjected, "Then the 'Yuhang Group', a core major institution in the market, will

The market should be completely empty, right?"

Chen Shen nodded and responded: "That's for sure!"

"More than that..." Liu Ziliang smiled and continued, "Once market trends, sentiment changes, and even investment expectations really turn to the line of 'technological growth', then the entire market will be affected in the short, medium, and even long term.

There will be fundamental changes in the investment philosophy.”

"At the same time, the market is concentrated in the direction of 'technological growth'."

"It will also lead to further weakening of liquidity in the traditional investment areas of the main board, such as 'big infrastructure', 'finance' and 'big consumption'."

"And when liquidity in those directions weakens."

"The impact is that active funds from all walks of life will increasingly flee these investment areas."

"Unsurprisingly, the pattern of 'Shanghai is weak and Shenzhen is strong' will be formed for a long time. At the same time, the market trend in the second half of last year is very likely to happen again."

"If the market trend returns to the breakthrough direction of small and medium-sized boards and GEM..." Gao Yixiang asked, "Mr. Liu, which main direction and concept sector should have the greatest potential for breakthroughs?"

Liu Ziliang thought for a while and said: "I believe that the main concept sectors with the greatest potential for market explosion are the two major areas of 'smartphone industry chain' and 'mobile Internet'. Of course, under the favorable stimulus jointly released by five ministries and commissions,

The market conditions in the direction of 'film and television entertainment' are no different."

"E-commerce and Internet finance have a lot of potential to explode." Chen Shen continued, "I heard that many domestic financial institutions and financial companies, including our group, are calling out 'fintech.

' slogan, they are also stepping up their efforts to launch their own 'mobile Internet business ports', borrowing the thinking of 'Internet +' to give 'finance' a new meaning."

"Only in the two directions of 'Internet finance' and 'e-commerce'..."

Chen Shen paused and looked at Liu Ziliang. Seeing that the expression on Liu Ziliang's face did not change much, he couldn't help but continue: "We don't have too many positions. Now that these two major concept sectors have risen, we can't help but

It’s great for planning and increasing positions.”

Liu Ziliang paid close attention to the collective bidding trend of the two major concept sectors of 'Internet Finance' and 'E-Commerce' in the market, and responded: "But it is not a pity. According to the changes in the overall market conditions, 'Internet Finance' and 'E-Commerce'

'These two major conceptual sectors follow the underlying logic of market speculation, which is still the two core logics of 'mobile Internet' and 'smartphones'."

"Yes!" Gao Yixiang couldn't help but flatter him, "'Smartphone' is hardware logic, and 'mobile Internet' is software logic. The main investment lines derived from these two core investment logics are the ultimate 'technological growth'

The theme idea, and currently, both the 'smartphone penetration rate' and the growth of the user group of 'mobile Internet' are still in the stage where the industry has just exploded. There is huge room for subsequent growth, and it can be used as a market in three to five years.

Long-term investment themes, investment."

"But the big investment theme of 'technological growth' has actually been mentioned by many institutions two or three years ago." Wang Jinglun, deputy leader of the trading room, hesitated for a while and then said, "It is true,'

Smartphone penetration rate and mobile Internet user growth will definitely have huge room for growth in the future, but in the entire market, not just the domestic market, looking at the global market, various investment institutions and various investor groups, for this

The investment expectations in the two main directions are already quite high."

"I'm worried..."

Wang Jinglun paused for a while, thought about it, organized his language, and then continued: "With such high consensus expectations, once some core stocks in these two main areas, or leading companies in the industry, develop in business

If performance falls short of expectations, it will easily drag down the overall market conditions in these two areas."

"Also... everyone is optimistic, which is not conducive to the continued acceptance of chips on the market, or to quickly create a certain difference in expectations, and the market will exceed expectations."

"Jinglun, what do you mean by this?" Before Liu Ziliang could respond, Chen Shen quickly turned his attention to Wang Jinglun and said in a stern tone, "Are you saying that our choice of trading strategy was wrong from the beginning? Or is it?

Do you want to say that you are the smartest person in this trading room and can understand this?"

Wang Jinglun was stunned and hurriedly explained: "Mr. Chen, I...that's not what I meant!"

"Okay!" Liu Ziliang frowned slightly, glanced at the three people in front of him, and said, "What Jinglun reminded is not wrong, but we can't look forward and backward during transactions. Since the market has chosen the direction of 'technological growth',

And since we have already taken the lead in holding positions in this direction, we can only follow the trend, guide the market as much as possible, and expand the range of profits we can harvest."

"As for the follow-up related core companies, performance, business expansion, and the growth space shown."

"That will happen later."

"Now, we only need to guide the current market sentiment, expand the money-making effect of the major investment main line of 'technological growth', and attract the broad investor base of the market to continue to deepen in this direction and continue to raise funds for our heavily held stocks.

At the same time, we also attacked the funds of the 'Yu Hang Group' accordingly, and took the initiative in the market."

"Look at the long side and the short side, have a broad vision, and be solid on your feet."

"This is the essence of trading, and it is also the trading principle that we, as asset management managers, should follow."

Hearing Liu Ziliang's warning, the three people in the trading room who were obviously a little uncomfortable nodded their heads, and then quickly turned their attention back to the trading interface of the two cities.

After a short discussion between the three of them...

The market trading time at this moment has slipped to 9:19.

On the entire market trading board, the so-called "technological growth" is the main line area, such as "Internet finance", "e-commerce", "film and television entertainment", "domestic software", "Apple concept" and other core concept sectors, and

The trend of corresponding popular concept stocks is getting stronger and stronger, and they have fully occupied the forefront of the growth lists of concept sectors in the two cities.

In the traditional investment fields of the main board, such as 'military industry', 'steel', 'real estate', 'finance', 'building decoration', 'building materials' and other industry sectors, as well as their corresponding concept sectors, the trend has fallen into contraction again.

With the volume falling, the liquidity of funds on the market in various industry sectors is very poor, especially for super blue-chip stocks with a market value of 100 billion, such as 'Huaxin Securities, Hua Commercial Bank, China Pacific Insurance', etc.

The matching trading volume is actually not as good as that of small and medium-cap concept stocks with a market value of tens of billions, or even several billions in the fields of 'film and television entertainment', 'Internet finance', and 'domestic software'.

"It's really a combination of ice and fire!"

Seeing that in the direction of the main board, the money-making effect and emotional enthusiasm shown in the initial call auction stage are really very limited, and even 'Fushun Special Steel', a conceptual leading stock with the support of 'Fortune Road' seats, the call auction trend,

It is also falling steadily. At this moment, within Yuhang Minghui Capital, in the main fund trading room, the fund manager He Hong was helpless. He couldn't help but frowned and sighed: "Is the market really moving towards the main line of 'technological growth'?"

Development and gone forever? Is there really no opportunity in the "big infrastructure" line? It shouldn't be! The "Yu Hang Group" capital has gathered on a large scale here, how can it be possible to make money in this direction?

, can’t inspire it at all?”
To be continued...