Chapter 873: Market Trends Blossoming in Multiple Places!
"Yes, that's right." Liu Ziliang, general manager of asset management business of 'Pingyin Asset Management Department', saw that Chen Shen and Wang Jinglun had understood his meaning and views, and couldn't help but smile and continue, "For investment, the primary investment logic should be clear, and the investment vision and perspective should be longer-term. At the same time, you must think independently and not be influenced by other main funds.
The main fund of 'Yuhang Department' is indeed a very smart main fund in the market.
However, this fund has a poor investment strategy and is not very good at understanding the market situation. In terms of judgment, it is impossible to always maintain the correct thinking.
We react to the trend of this main force and the corresponding investment strategy.
You can keep paying attention, but there is no need to follow the trend completely.
There is no need to lose your composure because of the investment trend and investment strategy adjustment of this fund. "
Hearing Liu Ziliang's warning, Chen Shen, Gao Yixiang and Wang Jinglun all nodded seriously, saying that they would carefully think about and analyze the current market trend and the corresponding main line trend, and carefully formulate subsequent investment strategies and trading strategies.
At Pingyin Asset Management Trading Center, several fund managers made corresponding investment and trading strategy adjustments based on the Dragon and Tiger List data disclosed by the two cities, as well as the margin trading balance data, and carefully analyzed the current motivation of the core main force of the market, the 'Yuhang system'.
Stock investment forums, communities, financial media comment areas, forums and other places where major retail investor groups across the Internet gather.
Countless retail investors are also hotly discussing the Dragon and Tiger List data of the two cities, as well as the margin trading balance data of the two cities.
"The market financing balance has increased by more than 3 billion."
"The financing balance of the two markets is about 1.15 trillion, which is really exaggerated. Regardless of whether the market rises or falls, the financing balance is in a continuous surge."
"This shows that the market's investment confidence is actually quite sufficient."
"Indeed, the increase in financing balances shows that the current market's investment confidence is still in the bull market stage."
"It also shows that everyone believes that this round of adjustment is a benign adjustment in the development stage of the bull market."
"If you ask me, it is definitely a benign adjustment."
"Hehe, today I feel that the market has a tendency to end the adjustment, and the Shanghai Composite Index has returned to more than 3,600 points in the rebound at the end of the trading day."
"I also feel that the adjustment has ended."
"Today The deep V rebound at the end of the day was quite beautiful. "
"Indeed, this deep V rebound is really beautiful. It feels like the market has finished adjusting and is restarting its upward trend. And... have you noticed that the main trend of the market today is a little different from before. It feels like the investment style and trend of the market are also gradually changing. "
"Yes, it feels like the main capital group in the market is obviously converging towards the main areas of "big consumption", "mobile Internet", and "smartphone industry chain", while the related industry sectors and concept sectors of the core main areas of "big finance", "big infrastructure", and "military industry" in the early stage are obviously weaker than the market, which should indicate that the market trend style is switching. "
"Big finance", "Big infrastructure" and "military industry" are the three core themes that should be avoided by everyone at present."
"I think so too. It is always right to follow the net inflow direction of the main funds."
"However, the underlying logic of the three core themes of "big finance", "big infrastructure" and "military industry" should still be fine, right?"
"As long as the logic of the bull market is still there, I think the investment logic of the "big finance" main line will not have any problems."
"What's the use of logic alone? Don't you need the push of funds for the stock price to go up?"
"That's the truth."
"Alas, today's Dragon and Tiger List of the two cities still does not include the movement of the main fund group "Yuhang System" headed by General Manager Su. I don't know if General Manager Su has any opinions on the market at this stage. What is the view of the situation? "
"The absence of the 'Yuhang system' funds headed by General Manager Su should indicate that General Manager Su is not completely bearish on the market."
"Now it seems that most of the 'Yuhang system' funds headed by General Manager Su reduced their positions on Monday, and they certainly did not reduce them again afterwards."
"I agree. The 'Yuhang system' funds headed by General Manager Su are definitely still in a heavy position at present."
"However, on today's Dragon and Tiger list, although there is no trading movement of the 'Yuhang system' funds headed by General Manager Su, there are still many active and well-known hot money."
"Yes, and the number of stocks on the list has also increased significantly compared to before."
"That is, overall, the trading amount of the entire Dragon and Tiger list still shows a net selling trend, which is a bad signal."
"This is also normal. After all, the market was fully reversed in the late afternoon. "
"Relatively speaking, today's Dragon and Tiger list data is definitely the best list data performance in recent days."
"I don't know if you have noticed that among the stocks on the list today, the number of listed stocks in the three core main fields of 'big finance', 'big infrastructure' and 'military industry' has obviously dropped sharply, while 'big consumption' has significantly decreased. The number of stocks on the list in the three core main fields of ', 'Mobile Internet' and 'Smartphone Industry Chain' has completely surpassed the number of stocks in the main fields of 'Big Finance', 'Big Infrastructure' and 'Military Industry', becoming the largest number of stocks on the list. The main players on today’s Dragon and Tiger list have also become the areas with the most obvious net inflow of major capital groups today.”
"I have observed it a long time ago, so I said that the main trend of the market is changing."
"It seems that the subsequent market development direction is indeed converging on the three main areas of 'big consumption', 'mobile Internet' and 'smartphone industry chain'."
"There is nothing wrong with focusing closely on the three main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain'."
"Actually, the 'Film and Television Media' line performed very well today."
"Yes, the deep V rebound in late trading and the first wave of profit-making effects were mainly caused by the line of 'film and television media'. I feel that this line is very worthy of follow-up attention."
"A lot of people are paying attention, but they haven't seen 'Quantong Education', 'Huace Film and Television', 'Ciwen Media', 'LeTV', 'Huayi Brothers'... these concept stocks that are performing strongly today, Is its market discussion and attention rising rapidly? "
“I feel that the check for ‘universal education’ deserves special attention.”
"The trend of this check is indeed ridiculously strong."
“I feel that the ‘Internet online education’ branch is very likely to follow the trend of the previous ‘Internet finance’ branch in the future!”
"Isn't that true? I can't see the logic of 'Internet online education'!"
"The underlying logic of the 'Internet online education' branch is very simple, right? With the in-depth development of the mobile Internet, the scale of online online education in the future will inevitably show a 10-fold or even a hundred-fold increase in volume."
"Then the expected potential of the 'All Access Education' check is also 10 times or a hundred times higher?"
"Currently, funds are indeed speculating towards this expectation."
"If you believe, you will have it; if you don't, you will have nothing. At this time, participating in this stock is relying on faith to hold shares."
"If the structure of the bull market can last longer, and the Shanghai Stock Exchange Index can hit the high point of the previous bull market in the future and reach more than 6,500 points, then the 'Quantong Education' check will not go 10 times or 100 times. Impossible, at least for now, the hype logic of this check has been formed.”
"If the market's main investment style switches to 'mobile Internet' and 'smartphone industry chain', it feels like it will copy last year's market development ideas and logic."
"It would be great to really copy the hype path of these two major conceptual themes last year. The positions I pursued last year are still in place now. Alas... the index has risen so much in the past, but it really has nothing to do with me. Unexpectedly, the market trend has become inky now, and my positions have begun to regain a lot of blood. "
"This is a bull market. No matter whether it rises first or last, it will eventually rise."
"Isn't anyone paying attention to the 'Sanjiang Shopping' check? I think this check... is trending very strongly today. I feel like it has the potential to become a monster."
"The check for 'Sanjiang Shopping' should follow the logic of 'Internet e-commerce', right?"
"This is the logic of 'Internet e-commerce'."
"Does this hype branch have any future?"
"How could there be no prospects? Look at the valuation of Ali Baba's listing on the US stock market and the future market size of 'Internet e-commerce'. With the advent of the mobile Internet era and the further increase in the number of Internet users, there will definitely be further growth." Expanding rapidly.”
"'Shanghai Steel Union', 'Tonghuashun'... what about these stocks in the field of 'Internet finance'? Are they worthy of attention? Is there any need to intervene? I feel that today's main line of 'big finance', especially 'Internet finance' The sector seems to be bottoming out.”
"I don't think it's better than the two checks of 'All Access Education' and 'Sanjiang Shopping', right?"
"All major financial groups in the market prefer the new to the old when it comes to hyping the market's core themes and conceptual themes. The core theme of 'big finance' and the core theme of 'Internet finance', even in investment There is no problem in terms of logic and future expectations, but the current intensity of the outbreak and the concentration of capital attention are definitely not as good as the new market hot spots. "
"It makes sense. It seems that tomorrow we should pursue the two checks of 'All Access Education' and 'Sanjiang Shopping'. The probability of making money is higher."
"That's how it is."
"Actually, the 'film and television media' line is really good."
"Yes, and for the 'film and television media' line, market expectations at the end of the year are also quite strong."
"Well, this year's film market, with the support of national policies, has shown a trend of explosive growth. The end of the year and the upcoming Spring Festival are all window times for the film market to explode. Now There is absolutely nothing wrong with pursuing the line of ‘film and television media’.”
"In fact, after careful analysis, there are still many hot spots in the current market conditions."
"Yes, film and television media, Internet e-commerce, retail, Internet online education, Internet finance, Apple concept...these conceptual themes are all good and have hot spots."
“The ‘Apple Concept’ line should also have an explosion, right?”
"That's for sure. Haven't you seen that 'Changying Precision' has gone out of the plateau situation? And today's check from 'Xinwei Communications' has also produced an explosive profit-making effect that leads the sector to rise."
"Looking at it this way, there are really many hot spots in the market."
"In fact, as long as the market can stabilize around 3500 points or 3600 points, and the market's investment sentiment and speculation sentiment pick up again, I feel that the market development trend will soon return to the previous rhythm, not to mention the end of this month. , at least before the Spring Festival, the Shanghai Index still has hope of hitting 4,000 points.”
"For the market to stabilize at this position, we must first see whether the two core lines of 'big finance' and 'big infrastructure' can be stabilized."
"I feel like the core line of 'big infrastructure' won't fall far, right?"
"The core line of 'big infrastructure' did not rise much in October and November, and in these two or three months, its macroeconomic expectations continued to improve. Analyzing from various aspects, 'big infrastructure' 'There really isn't much room for adjustment on this core line."
“It’s the ‘big finance’ line that seems a bit troublesome at the moment.”
"Indeed, in the 'big finance' line, there are currently no signs of completion of the adjustment of the chip structure, nor are there any intentions of the main financial groups to regroup and go long."
"Alas, since the main funds of Mr. Su's 'Yuhang Department' have withdrawn from the main line of 'big finance', there is no hope for the 'big finance' line."
"But even though the chip structure of the 'Big Finance' line is not very good, the logic of the 'Big Finance' line is still very strong. Moreover, with such good market conditions this year and such high market turnover in the two cities, Obviously, the performance of a number of core stocks in the main line of 'big finance' has skyrocketed. "
"Then we have to wait until the performance expectations are realized, or the performance expectations are realized, before the stock price trends of these stocks will have a substantial reversal, right?"
"Performance expectations have been fulfilled? Then we have to wait until January?"
"So, we should avoid the main line of 'big finance' for the time being."
"First focus on short-term trading. At this time, we cannot blindly adhere to the logic of long-term positions."
"I don't think we have to wait until the performance expectations are realized. The trend of the main line of 'big finance' will be reversed. After all, funds will anticipate and react in advance."
"At least for now, no matter how you look at it, the overall risk in the market is very weak."
Along with the analysis and discussion of current market conditions by countless retail investor groups across the Internet, as well as the expected judgment of subsequent market conditions.
Other major institutions, major brokerage companies, various financial media, and various online financial influencers.
In the collision of opinions one after another.
Unsurprisingly, they still have a positive bullish view, and they all believe that the current position is an excellent opportunity to increase their positions.
However, among major institutions, countless market analysts are actively singing the bullish sentiment.
In the evening, the external market plunged again, giving a blow to the domestic institutions and retail investors who were actively bullish.
This directly led to the trend of the two cities opening lower across the board on the next day, December 12, Friday.
And the Shanghai Stock Index once again opened lower and fell below 3,600 points. (End of chapter)