Rebirth of the Investment Era

Chapter 494 The Sudden Outbreak of the Main Trend of ‘Film and Television Media’!

Then, the next moment.

Several core stocks such as Enlight Media, Huayi Brothers, and LeTV rose straight up by more than 4%, while Huace Film & TV, Wasu Media, Phoenix Media, Boshi Communication, Shengda Media, Zheshu Culture, Yanjing Culture, Wentou Holdings, Ciwen Media, etc., with the push of the main buying funds, also instantly rose by more than 3%. Among them, Wentou Holdings and Ciwen Media rose straight up by more than 7%, with a rapid impact on the daily limit.

At the same time, due to a large amount of buying funds, it quickly poured into the "Film and Television Media" sector.

Due to a number of core stocks, the market rose rapidly.

The index of the "Film and Television Media" industry sector also rose rapidly. From the flat market fluctuations a few minutes ago, it continued to rise all the way, and instantly reached a rise of about 1.5%, jumping from the relatively lagging position in the industry sector growth list of the two cities to the top of the growth list.

"Fuck, what's going on?"

Faced with the sudden and full-scale riot of the 'Film and Television Media' industry sector, as well as the two major concept sectors of 'Cultural Media' and 'Film and Television Entertainment', many retail investors gathered in the discussion area of ​​the trading platform were confused and shocked.

"In the entire 'Film and Television Media' sector, the net inflow of main funds changed from outflow to inflow in an instant, and the net inflow amount increased by almost 20 million per minute. This is too... terrifying, right? Is there any major good news in this field?"

"There should be some major good news, otherwise the main funds would not attack so quickly all of a sudden."

"Oh my god, the two stocks of Light Media and Huayi Brothers have both risen by more than 7%. This is going to go straight to the daily limit, and LeTV has also caught up!"

" Huace Film and Television and Ciwen Media are even more powerful. "

"Just now, Ciwen Media has reached the daily limit. Oh, my God... In five minutes, the amplitude of this check exceeded 12%, and the volume was huge during the rise. It feels like there is really something good. "

"Hey, what good news is there? Every time it is big money, and they are the first to know!"

"There is no way. They have the advantage of information channels. However, this kind of sudden market fluctuation is not sustainable. Should we follow the trend? "

"See if it is a scam. If not, you can follow it. "

" The entire sector has changed. It shouldn't be a scam, right? The inflow of major funds is really fierce. "

"Let's follow the trend first. At this position, the 'film and television media' sector is actually completely lagging behind the rebound trend of the entire index. The risk of participating at this time is not great."

"Indeed, due to the style preference of the main funds in the market before, the overall position of the 'film and television media' sector is basically the same as the position before the concept of 'mobile games' was hyped last year. Compared with other sectors in the entire market, the increase is indeed relatively backward."

"Fuck, hurry up and follow, Wasu Media and Wentou Holdings also went straight to the daily limit."

Accompanied by the exclamations of the crowd, and the continuous follow-up effect of many retail investors who saw the opportunity quickly...

When the market trading time quickly passed 11 o'clock and entered the last half hour of the morning trading period, the market of the entire 'film and television media' sector began to become more and more fierce. At the same time... the path of attack of many major funds buying orders also began to develop from the initial 'TV series, film production, celebrity brokerage business, theater business' and other main business companies to the entire 'entertainment' industry.

Of course, at this time, except for a few large capital forces who have obtained accurate internal information.

The vast majority of other follow-up institutions, hot money, and retail investors are still confused about the outbreak of this market in the field of "film and television media".

Even in the Yuhang hot money main group where Su Yu is located.

The hot money bosses who have fully realized that the market trend in the field of "film and television media" is not simple, although many people have participated in following the trend, they are still confused in their hearts.

"Can anyone tell me what's going on with the 'Film and Television Media' trend?"

"I don't know, it feels like it just broke out all of a sudden."

"Even if there's any news, it's only possible to announce it after the midday close, right?"

"Is there really some big positive news, or... is it just pure speculation by funds in the market? Or... is it similar to the erroneous index situation of 'Guangda Securities' last year?"

"It can't be an erroneous index situation, after all... the stocks that are moving abnormally are all small and medium-sized concept stocks!"

"There aren't many large-cap stocks in the 'Film and Television Media' field, right? LeTV and Oriental Fortune should be considered stocks with slightly larger market caps."

"Fund attack Such a rapid and continuous attack, not a one-wave attack trend, this should not be a pulse-like market fluctuation, there should be some industry-wide major good news, damn... the news channel is one step behind, it is really annoying. "

"Hey, it seems that the market news has leaked again."

"Every time there is a major good news in the market, there is no one who does not leak. Remember last year's "Shanghai Free Trade Zone" market, that news was also leaked in advance, right?"

"There is no wall that is impenetrable, isn't this normal?"

"The news channel is asymmetric, this is nothing, the key is... is the market sustainable and participatory?"

"The 'Film and Television Media' industry sector suddenly started to riot around 10:50. Now it's 11:07. In less than 20 minutes of trading time, there are already 5 stocks that have reached their daily limit and 12 constituent stocks that have risen by more than 7%. I feel that the market is indeed booming and the momentum is very strong. At this time, the risk should be very low to follow the trend and participate."

"What specific benefits will it bring?"

"Looking at the direction where funds attack the most, it is most likely the direction of 'film and television production'? Ciwen Media, Huace Film and Television, Wentou Holdings, Yanjing Culture, Huayi Brothers, Enlight Media, LeTV... Basically, the main businesses are related to the direction of 'film and television production and investment'. At the same time, in the field of 'film and television media', other non-'film and television production' directions, such as Wasu Media, Phoenix Media, Boshi Communication, Shengda Media and Zheshu Culture are relatively weaker. Of course... the trend of stocks in other traditional publishing and media fields, as well as online media fields, is even weaker. "

"Awesome, look carefully, it is really this characteristic."

"But now, the market has begun to spread to the entire "film and television media" field. Basically, all stocks related to "entertainment" are moving abnormally."

"I feel that everyone is guessing about the funds following the trend, right?"

"It should be said that in the entire market, most investors are confused about the sudden riot of the "film and television media" sector."

"It's not easy to follow the trend, so let's wait for the news to be clear!"

"When the news is clear, the stock prices of many target stocks should have been in the sky, right?"

"Don't worry, if the market continues, if it is enough The market will not only go through this wave if there is enough major positive news. It should be in time to participate after the news is clear. "

"In fact, I think the risk is still very small if you follow the market's main buying funds to attack the strongest direction of 'film and television production and investment'. No matter how the news changes, at least the flow of main funds in the market cannot deceive people, right?"

"Indeed, at the same time, the field of 'film and television media' has not been hyped on a large scale for a long time in the early stage."

"The large-scale riot in this field was the highlight of the hype of the concept of 'mobile games' last year, right? Speaking of today... the concept of 'mobile games' has not moved much, right?"

"This shows that the positive direction is not the direction of 'mobile games'."

"However, 'film and television media' The overall market value of this sector is too small. Even if there is a market, it should not be able to support the entire market, right? "

"There is no doubt about this. From the macro perspective, if the market index wants to continue to break upward, it still has to rely on the two main lines of "infrastructure" and "military industry". However, the continuous performance of the two main lines of "infrastructure" and "military industry" will not affect the market outbreak of the "film and television media" sector, right? "

"I am afraid that it will divert the active funds in the market. I think this is not a good thing for the market. "

"Not really, I still think that the more continuous hype routes for making money in the market, the better, so that a perfect market rotation can be formed, thereby creating a continuous market money-making effect. As long as there is a continuous market money-making effect, are you afraid that there will be no incremental funds coming in from the outside? "

Amid the heated discussion, the market trading time was pushed forward by another 10 minutes.

At this time, the index of the "Film and Television Media" industry sector, which was in full swing, had risen by nearly 2.5%, still ranking first in the growth list of the two cities' industry sectors, and maintained the leading position of the two cities. In addition, due to the market trend of the "Film and Television Media" field, the market trend of the entire market has also gradually begun to lean towards the SME Board and GEM, which are dominated by small and medium-sized concept stocks.

As a result, the market was close to the midday closing.

SME Board, GEM The Shenzhen and Shenzhen stock indexes rose more than the Shanghai index, once again showing a pattern of strong Shanghai and weak Shenzhen.

At the same time, due to the large amount of active funds in the market converging to the field of "film and television media", the main line of "infrastructure" and "military industry" that performed well in the first few trading days of last week also fell back, and many corresponding hot stocks in these fields also saw different degrees of main selling.

Overall, after the "film and television media" sector broke out.

As market sentiment and the follow-up effect fermented and deepened, the market showed a certain style switch Signs.

Finally, when the time was fixed at 11:30, the two markets welcomed the midday closing moment. The Shanghai Composite Index was fixed at 2281.78 points, up 0.29%, while the Shenzhen Composite Index and the ChiNext Index rose by 0.63% and 0.89% respectively. Among them, the SME Index rose by more than 1%, showing a posture of leading the two major indexes.

And due to the deviation of the market trend style...

Even though the Shanghai Composite Index had almost no change compared with the opening time at 9:25 during the entire morning market trading stage, it did not stand on the 2300 that everyone expected as expected. points, but the continuous profit-making effect of the entire market is not bad. Nearly 1,400 of the nearly 2,000 stocks in the two cities achieved a red market at the time of the midday closing.

Among them, the field of "film and television media" is particularly prominent.

After continuous attacks from various funds in the market, at the midday closing, as many as 6 constituent stocks in the sector had already reached the daily limit, and 14 stocks had increased by more than 7%. Moreover, its industry sector index, in the last few minutes, increased in volume and almost broke through the 3% increase mark.

Faced with such a midday closing result.

In addition to doubts, the vast majority of investors in the market are also optimistic and excited. After all, although the index has not risen much, the stocks held by many people have outperformed the market.

"How many new chips have been bought?" At 11:35, 5 minutes after the midday closing, inside Yuhang, Yuhang Investment Company, in the main fund trading room, Su Yu stared at the frozen two-market board, and turned to Li Meng who was counting the data and asked.

After counting the backstage holdings of several main funds, Li Meng responded: "The new purchase funds are 436 million. Our several funds have a total of about 2 billion in available cash."

"Only 436 million?" Su Yu frowned.

Compared with the company's main funds, which have a total holding data of 30 billion, this purchase volume is basically better than nothing.

Li Meng responded helplessly: "The overall market value of the 'film and television media' sector is relatively small, and the circulation of its related core component stocks is even smaller. Although we have seized a certain advantage in the news channel, we can't buy as much as we want in the two major main lines of 'infrastructure' and 'military industry'."

In market investment transactions.

The larger the amount of funds, the more it will be limited by liquidity.

This is also the reason why the main force of large funds rarely attacks small-cap concept stocks with small circulation and participates in short-term market speculation.

Su Yu naturally understood this after hearing what Li Meng said. After thinking about it, he smiled helplessly: "It seems that we can't eat much of this fat meat. Forget it... we can earn as much as we can. The core of subsequent transactions should still be placed on the main lines of 'infrastructure' and 'military industry' with better liquidity."

"Yeah!" Li Meng nodded in agreement.

The larger the fund size, the more restricted the transaction. They can participate in the "Film and Television Media" line, but if the core of subsequent transactions is placed on this line, it will be a bit of a waste of time for the performance of the entire fund.

Unlike the entire "Yuhang system" funds, they are helpless in this sudden outbreak of the main line of the market.

As a small and medium-sized fund, Yuhang Jingda Investment Company, in the main fund trading room, fund manager Lin Tingzong stared at the pattern of the two markets' midday closing, and the "Film and Television Media" sector that was almost fully exploded, but his expression was quite excited, as if he smelled a huge opportunity to participate.

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