The investment era of rebirth

Chapter 152 Emotional Leverage in Call Bidding
"Do you need to adjust the warehouse?"

Li Mengmeng Su Yu was very optimistic about the follow-up trend of this stock, paused, and asked.

Su Yu thought for a while and replied: "Not for the time being, although Huake Jincai's basic logic has improved somewhat, we have to continue to observe how the market accepts it, and... the funds for sealing the check today , which is obviously a speculative 'insider information' fund, the interests and motives behind it are still unknown."

"In other words, at this time, the internal bargaining structure of this check is very unclean."

"If we don't know the opponent's interests and motives, and don't know how many chips the opponent has lurking, and when the one-word daily limit is open, we will most likely become the opponent's opponent. Those who take over the order will face a considerable risk of loss.”

"in my opinion……"

"If the basic logic of this check is improved, and the follow-up funds from all walks of life are actively participating, with high activity and strong continuity, then there will be no shortage of buying opportunities at all, and there is no need to rush."

"Okay!" Li Meng nodded.

"However, the line of 'Internet Finance' is worthy of constant attention." Su Yu continued with a smile, "If the country adheres to the general policy of 'financial innovation' and 'financial technology' in terms of policy support and industry orientation, In this logical main line, there will inevitably be a large number of bull stocks in the future."

In Su Yu's view...

In the current market, the main funds from all walks of life, and the understanding of the concept of this main line by major institutions are still in the stage of hazy speculation. They have not yet expected the strength and depth of follow-up macro policies to support this industry, so there are still some attacks. hesitantly.

Coupled with the tide of mobile phones changing from the era of functional phones to the era of smart phones.

At this time, it is not completely completed.

This has led to the era of 'Mobile Internet'. Although it has been opened and many people have foreseen it, it has not fully arrived, but only a sign. Therefore, in the implementation of the two major reform policies of 'financial innovation' and 'financial technology', Under the condition that "mobile Internet" is needed to provide the basic soil, the main line of "Internet finance" can only be a vague and pure concept at present.

Only when smart phones fully replace functional phones, the era of 'mobile Internet' will come.

The main line of "Internet finance" parasitic on the soil of "Internet" will evolve from purely conceptual hype to substantial scale expansion and performance improvement.

And only then...

The real tide of hype will come.

Before that, in the stage of purely conceptual hype, even if the relevant sectors have no shortage of profit-making effects, it is difficult to have a sustainable market. With the withdrawal of various funds, it gradually fell back to the original point.

That's why Su Yu said that at this stage, one should not focus on the good news.

Let alone blindly chasing higher.

"En." Li Meng nodded, "In the past two months or so, the most active part of the market has been around the 'Internet Finance' sector. I believe that the market of this sector has lasted for so long. At present, there should be no investors who dare to underestimate it, right?"

Before, she was actually skeptical about the continuity of the market in this sector.

It's just... In the end, the market trend proved that Su Yu's judgment was correct, but her worries were unnecessary.

While the two were negotiating...

Huake Financial's market attention began to skyrocket. On major financial and stock online forums, related topic discussion posts were also refreshed quickly.

"I said why Huake Jincai suddenly walked so aggressively today, it turns out..."

"What the hell, sure enough, there is no shortage of insider funds with foresight in the market at any time. Damn, big orders are blocked, and the price rises rapidly. It's like eating alone!"

"Indeed, eating looks too ugly."

"Why didn't the China Securities Regulatory Commission investigate? In Huake Jincai's situation today, there is no insider trading, and ghosts don't believe it."

"Haha... check? In the market, there are not a hundred cases of this kind of situation, but dozens of cases. How to check? Moreover, the current market trading situation is already sluggish, and the regulatory policy should be relaxed rather than tight. Say... this is the characteristic of our A shares!"

"Indeed, news leaks are commonplace."

"Although today's master seal of funds relies on the advantage of information channels, it looks ugly, but to be honest, with the information released by Huake Financial tonight, the check will have a daily limit tomorrow, right?"

"Needless to say, there must be a daily limit."

"It's a pity. I had the opportunity to participate today. I didn't expect that in the blink of an eye, I couldn't buy it at the daily limit."

"I don't know how many boards there will be, and whether I can participate in the future."

"The high-send transfer is not currently the core hotspot in the market. Looking at the stocks with high-send transfers announced in the semi-annual report earlier, there are only two boards at most. The main fund relay sentiment is not high, so... I guess this check has already been issued today. In the case of a daily limit, the premium is at most 1.5 boards."

"The premium of 1.5 boards should not be enough, right? This check still has the logical expectation of the Shanghai Steel Federation to follow Feng Longer."

"If two flat boards can be opened in the future, then the cost performance and game space of participation should not be low. My expectation is three flat boards. If there are more than three, then the only choice is to give up the check. .”

"Today's master seal of funds is too greedy. I don't think the subsequent relay of the check will be good."

"I also think that, after all, I don't have funds, and I'm willing to work with this kind of fund that likes to eat alone. Two boards... should be the best."

"Yes, I also think that the continuity of this check will not be good. Most of the time, it will be set up by people."

"Forget it, this ticket is alone, there is no pattern, and I will not participate in the follow-up. It is also the concept of 'Internet Finance'. When encountering this kind of main fund, it is better to buy the leading ticket of Shanghai Steel Union."

Among the topics discussed by many retail investors, at this moment, Su Yu's main hot money group...

Ladies and gentlemen, the attitude towards this check is not optimistic.

"Sure enough, it's funds lurking, using information channels to make profits before the good news is released."

"Drawing so urgently and simply during the day, I knew it must be beneficial. Hey... It's an old routine, and it hasn't been changed for so many years."

"Since the latent disk is moving, then the follow-up market of this check has to be underestimated."

"Indeed, I don't know how many bargaining chips this guy has lurked inside. If he rushes in rashly, he may just become the receiver of the other party's shipment."

"The key is that this check does not have a dragon and tiger list today, and I don't know the nature of the funds of the main force in the field."

"Indeed, at first I thought that the checks were high-paying, superimposed on the core concept of 'Internet Finance', and the basic logic was good. Now after careful review, I was shocked to realize that the funds involved in it in advance...I'm afraid it's not simple."

"In a situation like this, it's usually a wave!"

"Usually yes, but how to go about it and how long it will last still depends on the synergy of the market. In fact... ignoring the nature of this latent capital, we can only look at its high-send-to-benefit stock, performance growth expectations, and 'embracing finance'." "Technology" and the fundamental information of "Internet Finance" are still very good. If in the follow-up trend, the bargaining chip structure of this check can be fully changed and adjusted, and the stock property is fully activated, its continued hype logic , It is still much stronger than Tianyu Information, Hengsheng Electronics, Great Wisdom, Yinjie Stock, etc., which are already in high positions, in other words... this check is not completely without hype value."

"There is the basic logic and value of the hype, but I am afraid that the market will not follow suit until your various assumptions are not realized."

"There is an obvious risk of being smashed for relaying this kind of ticket."

"Moreover, this kind of good news usually has a relatively short-term impact. I am not optimistic about it. If there is a relay, it is better to relay the Shanghai Steel Federation."

"I think the potential of this check is no less than that of the Shanghai Steel Federation. It's just that before it starts, it needs to go through a wave of very large shocks and adjustments, and completely change the bargaining chip structure in the field. Otherwise, a large number of latent and If you are stuck in the market, you cannot achieve continuous growth.”

"Well, indeed, the stock property of this check must be activated."

"Let's wait and see first, see if we can come out, if we can come out, then it won't be too late to participate."

In the disagreement of emotions, the next day, July 7, Friday, Huake Jincai still opened its daily limit higher, which was completely immeasurable. Instead, it was the Shanghai Steel Federation, and the differences reappeared.

But whether it is Huake Jincai, or the Shanghai Steel Federation...

Su Yu just waited and watched quietly, and the chips he held did not move at all.

In the end, after a violent shock, at 1:36 p.m., Shanghai Steel Union once again closed its daily limit, and the stock price was fixed at 38.37 yuan, realizing the triple board; while Huake Financial continued to shrink, with only a few million transactions throughout the day.

Then, the market closes at 3 o'clock in the afternoon.

After yesterday's adjustment, the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index closed positive again today, continuing the trend of rebound, while the core concept sectors of the two cities were mixed. Driven by Huake Jincai's daily limit, it continued to receive positive results, while individual stocks in the 'mobile phone industry chain' and the 'mobile game' sector began to show a trend of high adjustments and fell against the trend.

In addition to the core concept plate...

The so-called "Shanghai Free Trade Zone" stocks, which are heavily held by the "Yuhang No. 1" fund, still seriously underperformed the market and showed no performance.

The "liquor sector", which is heavily held by the main fund of Jingda Investment, has also returned to the trend before July 7, and entered a trend of gradual outflow of funds and continued decline in trading volume.

all in all.

The market conditions of the two cities have not changed, and it is still a stock game.

After the market closed, at 5:[-] p.m., the Shanghai Steel Union and Huake Financial were on the Dragon and Tiger List.

I saw that Huake Jincai's dragon and tiger list is sparse and ordinary. Except for buying a small hot money in Shenzhen that once appeared on the dragon and tiger list, the other nine trading seats are all retail investors.

On the other hand, the Dragon and Tiger list of the Shanghai Steel Federation is much more luxurious.

On the buying list, Jiefang South Road once again increased its position by more than 1500 million. At the same time, Shanghai Hongqiao Road also bought more than 1200 million. On the selling list, hot money from the Yuhang department took up three seats, all of them were from Su Yu's group, and the hot money from the "Shanghai stock market" who had previously participated in the speculation of the Shanghai Steel Federation accounted for three seats. Two seats.

As for Su Yu's seat on Fortune Road and Sun Yu's seat on Qingchun Road, they no longer appeared on the Dragon and Tiger List.

Obviously, it is locked.

Seeing the data of the Shanghai Steel Federation such as the Dragon and Tiger List, especially seeing that Jiefang South Road, after earning at least 20% of the profit, not only did not stop the profit, but continued to increase its position at a high level, it could not help frowning slightly, and secretly said: "Could it be Mr. Xu? Helmsman, are you really here on the main line of 'Shanghai Free Trade Zone'?"

"But it's not right..."

Su Yu thought for a while, and then said: "If Mr. Xu really came here for the main line of the 'Shanghai Free Trade Zone', with the amount of funds he has in his hands, there will be a lot of money like Waigaoqiao, Lujiazui, and Shanghai Stock Exchange. , Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment... these stocks, it is impossible that there is no movement at all."

"Is it really a pure emotional relay?"

"The increase of 1500 million positions, say more or less, say less..."

After thinking for a while, Su Yu opened Lin Antu's chat box and asked him about the results of intelligence collection related to 'Zexi Investment'.

"President Su, according to what I have heard, there is nothing abnormal inside 'Zexi Investment'." Lin Antu said, "I tried my best to find out the specific position data, but I only got a small part of it. I will send it to you right away. .”

After speaking, Lin Antu sent an email to Su Yu.

Su Yu opened the email and checked, but he didn't see Waigaoqiao, Lujiazui, Shanghai Stock Exchange, Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment... The shadows of these stocks, and even the thinking of the other party, are mostly in the restructuring stocks. It had nothing to do with the direction he was worried about, and he couldn't help but secretly said: "It seems that... Jiefang South Road's check to intervene in the Shanghai Steel Federation is indeed just short-term speculation and emotional relay."

Waigaoqiao, Lujiazui, Shanghai Stock Exchange, Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment... There are no obvious traces of financial attacks on these tickets. Coupled with some data and information given by Lin Antu, at this moment, Su Yu pondered After a while, I can only think so.

After roughly determining the other party's motives...

After a two-day break, on Monday, July 7, the stock market reopened for trading.

Su Yu decided to start adjusting his strategy.

only see...

At 9:15, Shanghai Steel Union and Huake Jincai once again both bid for the daily limit. The stock prices were reported at 42.21 yuan and 34.80 yuan respectively, of which Shanghai Steel Union had a daily limit of 2000 lots and Huake Jincai 4.6 lots.

At 9:16, the daily limit board of the Shanghai Steel Union was opened, and the 2000-lot daily limit order disappeared, and the stock price fell to 40.29 yuan, an increase of 5.11%. There were 372 call auction orders for matching transactions; , but at the daily limit price, the call auction order for matching transactions has increased from the initial 4.6 lots to 102 lots, and the selling volume has a tendency to increase significantly.

At 9:17, the stock price of Shanghai Steel Union continued to fall to the 40 yuan mark, an increase of less than 5%; while Huake Jincai's increase closed orders declined to 4.2 lots, and the call auction orders for matching transactions also increased from more than 600 yuan. The number of hands surged to more than 1200, and the volume continued to increase.

At 9:18, Su Yu saw that the call auction volume of the two stocks was still expanding, and the stock price of Shanghai Steel Union was still falling. He knew that the emotional differences in the market had begun to intensify at the high stock price. If you don't clean up the profit taking, I'm afraid it will be difficult to continue going up.

But even though he saw the board clearly, he didn't take any action for a while, still holding the mouse and waiting patiently.

And with his conjecture...

At 9:19, the stock price of Shanghai Steel Union fell back to around 39.70, up 3.37%; Huake Jincai rose by 10%, the closed orders decreased to 3.7 lots, and the call auction orders for matching transactions exceeded 2000 lots.

At 9:20, the time entered the call auction stage for irrevocable orders.

The stock price of Shanghai Steel Union fell back to around 39.55 again, up 3.07%; Huake Jincai still sealed the daily limit, but the order further weakened to 3.3 lots, and the sell order basically did not cancel the order. Within half a minute, it changed from 2000 Near the hand, it surged to more than 3200 hands.

9点21分，9点22分，9点23分……

As the call auction time progressed, the discrepancy between the two stocks became wider and wider.

Finally, when the time entered the last ten seconds of 9:24, the stock price of Shanghai Steel Union stabilized at 39.32 yuan, an increase of about 2.56%. When the long and short forces temporarily reached a balance, he started to act. Directly use the remaining available funds in the fund account to buy according to the daily limit price of Shanghai Steel Union 42.21 yuan, and straightly increase its stock price.

More than 800 million funds were poured into the market.

In just an instant, the stock price of Shanghai Steel Union was pulled back above 40 yuan.

Immediately afterwards, at 9:25, the stock price of Shanghai Steel Union was finally fixed at 40.29 yuan, a 5% increase; and the market of Huake Jincai, at the moment when the call auction trend of Shanghai Steel Union finally reversed, the market sentiment It also picked up a little bit, and the daily limit cover increased from a minimum of 2.4 lots to 2.6 lots.

Later, when Su Yu used more than 800 million funds, he succeeded in prying his emotions at the last moment.

When there are many investors and main funds from all parties who are paying attention to these two stocks.

I thought that after the Shanghai Steel Federation successfully stood at the 40 yuan mark, it could continue to create legends; I thought that Huake Jincai could at least survive today's one-word board.

At 9:30, the market prices in the two cities, which had been temporarily stagnant, began to continue to beat.

Under the 5-minute emotional fermentation, a large number of follow-up funds gathered and moved again, chasing and vying for the bargaining chips of Shanghai Steel Union and Huake Financial.

Su Yu didn't hesitate...

He sold all 8000 Huake Jincai chips in his personal account at a daily limit price of 34.80 yuan; he also sold a huge amount of Shanghai Steel Union chips in his fund account at the market price for a total of 1 lots list.

When he smashed out a huge amount of chips.

Huake Jincai's daily limit lasted for less than 15 seconds before it was smashed open, and the stock price plummeted, diving wildly.

As for the Shanghai Steel Union, the buying orders that poured in in an instant were also exhausted in an instant under the engulfment of thousands of large sell orders. It fell to the lowest point of the stock price in the call auction stage, and the sentiment in the market fell from the high enthusiasm at the opening moment to the bottom.

1 minutes later...

At 9:31, Huake Jincai’s stock price crashed to around 4%, while Shanghai Steel Union’s stock price fell below the flat market and went straight into the water. All the funds that were relayed... all fell into a loss for a while.

And Su Yu...

After using more than 800 million funds to leverage emotions, at the highest point of stock price and sentiment of the two stocks, a total of almost 6800 million chips were backhanded, and the benefits were maximized.

As for after high selling, in the case of returning a part of the funds.

The rest is to use extreme shocks to wash away all the unstable chips in the market as much as possible when the time when the main market in the 'Shanghai Free Trade Zone' starts is approaching, and before the real main market starts.

(End of this chapter)