The investment era of rebirth

Chapter 127 The short-sighted effect of the market!
"Executive resignation?"

Before Su Yu checked the bad news that popped up, Li Meng couldn't understand and said: "The news of the resignation of a group vice president in charge of product development business can make the stock price plummet, isn't it too outrageous?"

"What the market is afraid of is not the impact of this person's resignation." Su Yu clicked on the information and took a look, then looked at the shareholders of Fenda Technology, and continued, "This guy holds a lot of Fenda Technology With his departure, there must be a reduction plan, which is the reason for the stock price to dive."

"However, we have to wait for the company's announcement to confirm this news."

"But anyway..."

"The industry is in a high economic cycle, and the company's research and development direction and product direction are all right. When the fundamentals have not changed, the reduction of shareholders' holdings cannot stop the upward trend of stock prices, so... this news can also It caused short-term stock price fluctuations, and after a while, it should return to normal."

"En!" Li Meng replied.

Then, while Su Yu was speaking, he had already started placing orders continuously to buy Fenda Technology, which continued to dive.

At 11:30, when the noon break came, Fenda Technology’s increase had fallen from the intraday high of more than 7 points to about 2 points, and the overall market transaction situation had been completely suppressed by selling orders.

And besides Fenda Technology...

Other popular concept stocks also fell back before noon.

As for the index, the Shanghai Stock Exchange Index, Shenzhen Index, and ChiNext Index are still oscillating near the flat market, and the amplitude and volume energy are obviously getting smaller and smaller, and the overall tendency is to shrink and adjust.

At noon, there were no macro positives or negatives.

On the other hand, Fenda Technology, which had heard rumors of the resignation of its executives, issued an announcement confirming the resignation of the executives. At the same time, it issued an announcement that the shareholders, that is, the resigned executives, intend to liquidate their positions and reduce their holdings.

Following this official announcement...

At 1:5 p.m., just after the opening of the market, the stock price of Fenda Technology plummeted again, from more than two points above the water to nearly five points below the water. The intraday amplitude exceeded 10%.

Seeing that Fenda Technology continues to panic and sell off.

According to the logic Su Yu said, Li Meng continued to buy, and kept taking in the panic selling orders in the market.

At around 1:20, Fenda Technology began to shrink slowly after the lowest drop of 7.2%, and gradually rebounded.

In the end, when the market closed at 3 o'clock, Fenda Technology's stock price recovered to a drop of around 1 point, and closed a long cross K line with a slight increase in volume, and Li Meng was also in the midst of the decline in Fenda Technology's late recovery , I lost some bargaining chips for bottom-hunting, and T made some intraday profits.

And apart from individual stocks...

The three major indexes kept shrinking and fluctuating throughout the day, and all closed a short shrinking cross Yinxian.

"Today's market is dull, and the volume has shrunk too much. Except for the two concepts of 'Internet Finance' and 'Mobile Games', other concept sectors are lifeless. Is this the end of the rebound?"

After the market closed, someone in Su Yu's main hot money group had some doubts about today's market trend and couldn't help asking.

"The shrinking adjustment after the big rise is a benign trend!"

"The position of 2000 points in the broader market must be repeatedly consolidated and confirmed. I think today's adjustment seems to have a promising future."

"Yes, if the market continues to forcibly rise today, the profit taking in the market will inevitably put huge pressure on the follow-up market. Although the current market has stabilized at 2000 points, the overall investment sentiment is not strong. Once the scale is restored, once there are too many profit-making positions in the market, it will definitely be more difficult to get on the index.”

"Here, it's better to rise slowly and recover slowly."

"Agreed, in fact, at this time, we can lighten the market and emphasize individual stocks."

"Today, the Shanghai Steel Federation is on the third board, and it is still shrinking. The consensus expectation is quite strong. It is estimated that under the influence of Brother Su, if the market recovers a little tomorrow, the fourth board can be expected!"

"Hey, I was planning to follow the trend and buy the Shanghai Steel Union today, but in the end... I didn't give it a chance."

"Brother Su's seat premium and influence are already very large. As long as the stocks he participates in, the market sentiment is not bad, and the logic is correct, it will inevitably cause emotions to accelerate. Today, the word Shanghai Steel Union I predicted the trend yesterday."

"The leader couldn't participate, so he chased after Tianyu's information, but it was not bad."

"Well, looking at the situation, Tianyu Information is obviously heading for new highs, and this stock is close to Huaguo Mobile's thigh, and it is in the background of the national bank card industry changing from IC cards to chip cards. Or the potential for future performance explosion is quite good, even if it can't keep up with the pace of Shanghai Steel Union in the short term, in the long run... the space may not be smaller than the stock of Shanghai Steel Union."

"That's for sure, otherwise how can I say that Brother Su's vision in stock selection is poisonous."

"Not to mention... Judging from Brother Su's operating trajectory and stock selection logic in the past two months, whether it is Tianyu Information, Huaqingbao, Fenda Technology, or Wangsu Technology, Shanghai Steel Union, LeTV, etc. , are all stocks with broad expectations and long-term hype!"

"It is said that the short-term depends on funds, capacity, and market acceptance, or a sudden positive stimulus."

"Looking at it now...we still need to take a long-term view and find some stocks with a long-term potential to reduce the failure rate of the shot and continue to expand the profit of the operation!"

"It's natural. Look at the long and short, and follow the trend. That's the kingly way."

"By the way... In the field of Internet finance, besides the tyrannical logic of the two stocks of Tianyu Information and Shanghai Steel Union, is there any other direction?"

"Looking at the divergence of 'mobile Internet' thinking..."

"If banks and brokerages will release their own mobile trading software and trading systems in the future, this will be a blue ocean incremental market!"

"Huh... this is a direction."

"Wonderful, with the popularization of smart terminal devices and the advent of the 'mobile Internet', it should be inevitable that various financial services and financial transactions of mobile banking and securities will be transferred from PCs to mobile phones. This is indeed a There is a vast incremental market, and... it can be hyped for a long time!"

"What about the target? Which of the A shares can do these businesses?"

"A lot of them. Currently, there are trading system solution providers that have cooperation with banks and securities companies and have business contacts, such as Hengsheng Electronics, Yinjie Stock, Changbright Technology, Huake Financial, Jinzheng Stock... these, damn... Looking at it this way, the 'Internet Finance' sector has huge potential!"

"Plus Flush, Oriental Fortune, Great Wisdom... these trading software platform providers."

"It feels like this should be one of the absolute core lines of the future market."

"At first glance, the prospects are indeed very good, but if this field is to explode in an all-round way, it still needs a lot of external stimulation. At the current stage, we still haven't seen this opportunity."

"When you see it, the stock price should have gone to the sky."

"I think we can do a wave..."

"Flush Flush and Dongfang Wealth are already holding stocks of the Su Brothers. Great Wisdom and Hengsheng Electronics have always outperformed the market. There must be potential main funds in the market. So... it seems that those who are optimistic about this sector, There is already a lot of money.”

"It doesn't matter, there are dozens of stocks in the entire sector, and you can always find a stock with a slightly clean bargaining chip."

"The more I talk, the more I get excited. I will be working on this sector tomorrow. I have to learn from Brother Su, take a long-term view, and see the direction. Then I have to be ruthless."

Everyone is discussing the main line direction of the future concept...

The dragon and tiger lists of the two cities were announced.

I saw that Su Yu's two major seats remained silent today, while the organization that shined so brightly yesterday still played the leading role on the list today.

In particular, Fenda Technology, which fluctuated violently throughout the day and also encountered a storm of reduction in holdings.

Among the seats on the dragon and tiger list of this check, institutions accounted for three seats on the buying list, with a total purchase of more than 1900 million, accounting for about 18% of the whole day's turnover. As for T's Li Meng, due to the trading volume It's not big, so it doesn't make it into the disclosed seats.

Seeing the absolute core institutional funds in the market, they are actually scrambling to raise such a reduction concept stock.

The vast majority of investors in the entire market showed incomprehensible expressions.

"What the hell? Institutions are bad and rushing to raise money?"

"I don't understand. It's the first time I've seen such a situation occur when I see a bearish reduction in stocks."

"Is it a fake institution? The executives in charge of the core business have cleared their positions and reduced their holdings, and the institutions are still rushing to buy? I don't see where this stock is good? Let's talk about the future of wearable devices, maybe it's very good …But that is a market dominated by giants like Apple and Google. How competitive can domestic companies be? It seems that this company is a master who only likes to tell stories. I haven’t seen this company in the past two years. What’s so special about it? performance!"

"As for the institution, it's not your own money that wasted anyway, so there's no pressure, so I'll just buy it out of nowhere."

"It seems that Fortune Road and Fusheng Road also have huge positions in this stock, right? Looking at the Dragon and Tiger List, this main force has not been released today. How can this be explained?"

"Anyway, no matter what the hype is, under a weak market, never buy stocks with reduced holdings."

"After all, it's impossible to say when people will blow it up, and there is a big shareholder reducing their holdings, which has been hanging over their heads, and the willingness to raise funds will also weaken a lot."

"I think that if the company does have huge value and broad potential for future development, it is not a big negative for major shareholders to reduce their holdings. Look at Penguin. After a company goes public, doesn't the actual controlling shareholder also reduce it from time to time? The result is not all the way to new highs.”

"Can it be the same? Fenda Technology is also comparable to Penguin Technology?"

"Is there anything worthy or not? Buying stocks is also a three or six or nine grades?"

"Whatever? Anyway, I'll just follow Fortune Road and Fusheng Road to buy. As long as Fortune Road and Fusheng Road are still in Fenda Technology, then I will hold the check."

"Yes, it's always right to follow Fortune Road and Fusheng Road."

"After all, the big brother's vision is not comparable to that of our Xiaosan, and... Hasn't Fenda Technology already obtained Apple's MFi6.0 certification? I believe it can produce results."

In the discussion of many topics in the entire market about distribution technology, about many popular core concept stocks on the Dragon and Tiger List, and the main funds of institutions that continue to shine and continue to rush to raise GEM constituent stocks on a large scale...

At this moment, Su Yu's eyes are fixed on Changqu Technology, which has announced that it will resume trading tomorrow.

In his mind expected.

He knew that if Changqu Technology's resumption of trading exceeds market expectations, then the 'mobile game' concept sector should have a wave of rapid overall strength.

In other words...

The height of the market outlook, as well as the trend of the two concept sectors that support the GEM market, 'Mobile Internet Finance' and 'Mobile Games', under the leadership of Changqu Technology's 'successful acquisition of Dongwang Pioneer', with its excellent development team, comprehensively cut Entering the field of mobile games is a huge benefit, and when trading resumes, it will completely fall into the trend behind the two stocks of Shanghai Steel Union and Changqu Technology.

Also from this moment on, the 'Mobile Game' concept section continues to progress upwards.

It fell on Changqu Technology.

After all, as the A-share "mobile game" concept, the two core pure concept stocks with Huaqing Baowei II have large differences in Huaqingbao's internal funds, and there is no major short-term re-stimulation. The concept of "game" has become the core concept driven by market conditions, and funds have no other options at all.

And in this situation...

The next day, Friday, June 6, came.

Without any surprises, Changqu Technology directly blocked the word board immeasurably when the three major indexes of the Shanghai Stock Exchange Index, Shenzhen Index, and ChiNext Index opened slightly lower, with more than 40 orders sealed. The entire 10-minute call auction time, Only 42 hands of chips were traded, which can be described as consistent expectations and extremely strong.

Knowing that he couldn't buy Changqu Technology, Su Yu naturally didn't bother to place an order.

So he took a brief look at the market of Changqu Technology, added it to the self-selected watch list, and then his eyes fell on the two stocks he held in Shanghai Steel Union and Tianyu Information.

only see...

After the consistent expectation of the Shanghai Steel Federation yesterday, there have been some differences today.

The call auction was only opened about 4% higher.

Then, when 9:30 a.m. came, the two cities entered the official auction trading time. After the lack of change of hands yesterday, the continuous accumulation of profit orders poured out on a large scale today, causing its stock price to plummet rapidly, from a 4% increase. , fell directly to a drop of around 2%.

However, when the stock price of Shanghai Steel Union entered the water.

No matter how turbulent the selling order was, the market stabilized in an instant, the trading volume increased sharply, and the following buying orders gradually changed from being suppressed to being suppressed as time went by.

And at the same time.

The trend of Tianyu Information is almost exactly the same as that of Shanghai Steel Union, but its amplitude is much smaller.

At 9:37, when the steel union in the Shanghai Stock Exchange has changed hands violently to more than 10%, and the situation of buying and selling orders has changed...

Su Yu is planning to use a 1000-lot buy order to reverse the trend of Shanghai Steel Union.

Pull it back out of the water.

At this time, Hengsheng Electronics, which is in the same sector as Shanghai Steel Union, suddenly changed and pulled up rapidly, which meant that it would become the leader of the Shanghai Steel Union sector. At the same time, Changliang Technology, Huake Jincai, Jinzheng shares, Yinjie shares... Many stocks also have funds to make orders, and they work together to pull up.

"It seems that the huge prospect and mainline hype logic of 'transferring banking and securities trading systems from PCs to mobile phones' discussed in the group yesterday has been recognized by many people." Su Yu stared at the changes on the board and secretly said, " The logic is correct, and the perception of future prospects is also correct, but unfortunately... it is too early to start the market at this time."

in his understanding.

One step ahead of the market, that is a genius and master; and two steps ahead of the market, that is a martyr.

The same is true for the current demand prospect of "large-scale upgrading of banking and securities financial trading systems". At this time, the penetration rate of "smart terminals" has not yet reached a critical point. Banking, securities system, state-owned enterprise disease is very serious.

Generally, as long as the internal trading systems of these institutions are still usable, they have not been forced by the market to change.

Then, their motivation to update will be obviously insufficient.

And when will the market force them to update their trading systems?That is when the penetration rate of 'smart terminals' has reached a critical point, that is, the majority of users in the market have basically switched to smart phones, there is a huge demand for handheld banking and mobile transactions, and the market has already complained a lot.

At that time, is the real opportunity for speculation.

Now……

Smart people have already noticed this huge potential investment opportunity, but the majority of retail investors in the market, as well as many institutions that have the advantage of information channels and need to see the explosive performance within a year and a half, do not understand, and naturally It is difficult to follow suit.

In other words, this time.

These "Internet finance" stocks whose core businesses are securities and banking financial trading system solutions have not reached the time when they should play the leading role, and their logic and short-to-medium-term prospects are far inferior to those of Tianyu Information and Blue Sky. Information, Hailian Jinhui, Zhengtong Electronics, and Hengbao Technology are "mobile payment" concept stocks, as well as "financial information and transaction auxiliary services" stocks such as Shanghai Steel Union, Great Wisdom, Flush, and Oriental Fortune.

Following Su Yu's logical deduction...

These Internet financial concept stocks led by Hengsheng Electronics, after the first wave of rise, saw that there were few follow-up funds, their trend began to decline in an instant, and they rushed up and fell back.

And this time...

Su Yu saw with his own eyes that the market funds and emotions in the sector had come to change.

Only then did the 1000 lots of buy orders that had been placed long ago and had not had time to be typed out were poured directly into the market of Shanghai Steel Union in the form of buying at the market price.

1000 lots of orders, about 200 million funds.

Putting it on the entire Shanghai Stock Exchange Steel Union, which is actively trading and has a circulation of more than 10 billion, it is just like a spark.

But at this moment...

At this time, the profit margin has almost been paid out, the change of hands has been sufficient, and the funds and emotions of the entire market have reached the moment when the switch is made.

This little spark is enough to start a prairie fire.

I saw that Su Yu's 1000-hand order had just poured into the market, and briefly cleared about 7 stalls in front of the selling order, and when the stock price rose by 0.27%, follow-up funds poured in continuously. Rapidly pushing the stock price to move forward.
-
1.2%, -1%, -0.2%...

Then, 1%, 2%, 3%...

The Shanghai Steel Union jumped up from the water, and its growth rate was getting faster and faster, and more and more funds followed suit.

At the same time, Tianyu Information quickly followed suit, and after Tianyu Information, blue sky information, Hailian Jinhui, Zhengtong Electronics, Hengbao Technology... and other stocks with the same concept in the sector, as well as many popular core concept stocks in different sectors and concepts It also rose rapidly, and more and more stocks followed the changes of Shanghai Steel Union.

"A dragon's head is still a dragon's head, cow!"

"Shanghai Steel Union is really abnormally strong. Judging by the driving effect, the sentiment of the entire market and the hype direction of the main funds of all parties are all based on this stock. What a bull."

When the Shanghai Steel Federation rose rapidly, wave after wave of offensives, and once again stepped out of the long-leg effect and hit the daily limit, many people in Su Yu's main hot money group sighed helplessly.

"After all, it is the first stock in the market to go out of the nine consecutive boards and change hands. It is not so easy to die completely."

"Today, if the daily limit is less than one plate high, we can hit a new high. Looking at the situation... the new high should be a certainty, right?"

"For sure, this is like a siphon effect of market hype, and it will definitely be achieved."

"Hey, I just followed suit and failed to ignite Hengsheng Electronics. If it seems... I still have to follow Brother Su to recover some losses on the Shanghai Steel Federation."

"That's right! Didn't everyone say yesterday that there will be huge investment opportunities in the field of 'financial trading system'? Why is no one following at all today?"

"I followed, but the market didn't buy it. What can I do?"

"I didn't understand it either. It's obviously a main line concept with huge market potential and great prospects in the future. Why doesn't anyone follow it?"

"One step ahead and two steps ahead." At this time, Sun Yu, who was diving in the group, finally pointed out everyone's misunderstanding, "I studied the concept you mentioned last night, and I think it really has great prospects. , but it is far away from the outbreak of the industry and performance.”

"Actually..."

Sun Yu paused and continued: "In the market, whether it's retail investors or institutions, or hot money like us, they are basically short-sighted, they can't see so far, and they won't pay for the uncertainty that is too far away. , so to hype this line at this time is bound to fail.”

"Brother Sun is right. I don't know what Brother Sun thinks about the check from the Shanghai Steel Federation?"

"Didn't you guys discuss it just now? Let's look at the new high first. As for the further one... we can only see how far the market can go together, or when the Su brothers smashed the market."

"Ah... the daily limit!"

"Shanghai Steel Union has 4 consecutive boards, and it is the highest space board since the market bottomed out!"

"No way, the driving effect of the leader is too strong. The active funds and large amount of retail investors in the entire market are all staring at this check. As long as the popularity remains, I don't think it is impossible to set a record for the previous board."

While everyone in the group was having a heated discussion...

Following the Shanghai Steel Union, Tianyu Information also quickly hit the daily limit.

Although it finally failed to raise the limit yesterday and had a break, the overall increase in the four trading days since the bottom of the market has not lagged behind the Shanghai Steel Union, and it can be regarded as a qualified follower.

After Tianyu Information and Shanghai Steel Federation all had their daily limit again.

Su Yu no longer continued to pay attention to these two stocks, and his eyes fell on Fenda Technology, which was bearish yesterday and finally closed down, and ST Ancai stock, which he used his sister's account to build a position.

I saw the check of Fenda Technology, after the institutions continued to enter in a large amount.

Today, it actually opened high and went high against the bad news, completely recovered the decline from yesterday's high dive, and hit a new rebound high, which slapped countless investors who were bearish on this stock.

As for ST Ancai...

Without his follow-up orders, its stock price fell back to around 3.73, a drop of nearly 3 points, and the trading volume was as scarce and sluggish as ever.

Su Yu observed for a while, but on ST Ancai, he didn't see any movement of the main funds that acted as a monster yesterday.

And in his account, there is not much available funds.

Therefore, they no longer compete with each other for funds, but use the temper of water to divide the small funds into small orders of dozens or dozens of hands, and place them in ST Ancai's small orders little by little. Eat on the board, and continue to observe the opponent's motivation for entrenched in the stock of ST Ancai by the way.

(End of this chapter)