The investment era of rebirth

Chapter 193 The main line of the full-scale outbreak

While the two were talking, 9:30 arrived, and the two cities entered the formal trading stage.

I saw that large-scale active funds in the market continued to pour into concept stocks related to the "Shanghai Free Trade Zone". Other non-Shanghai local stocks that have a little connection with the Shanghai Free Trade Zone' incident have also been rushed by a lot of funds in the market at this moment.

And under the guidance of this high-pitched emotion...

The major indexes rushed upward for a while, and then gradually fell back when they found that there was insufficient acceptance and the selling above was still heavy.

"Sure enough, funds are concentrated more and more in the hot hype direction of the 'Shanghai Free Trade Zone'." Seeing the main line of speculation about the 'Shanghai Free Trade Zone' that is still spreading, and the index that has begun to rise and fall, Li Meng turned her head to look at Su Yu, her eyes full of admiration, "Boss Su, your guess is too accurate."

Su Yu laughed and said, "It's not difficult to guess. After all, the 'Shanghai Free Trade Zone' is so good for the first year, and the money-making effect of the accumulation is too strong. The funds in the market are all profit-seeking. At the beginning of the good news, When the expectation is too late to be fulfilled, as long as you buy the relevant chips, you will make a profit, and there is no reason for everyone not to follow."

"It's just... I didn't expect that today's liquor section would be so miserable!"

In Su Yu's eyes, at this moment, the core stocks in the liquor sector, Qianzhou Moutai and Jincheng Fenjiu, have fallen by about 6.5%, and there are still endless sell-offs. It seems... If the market index continues to fall, It is very likely that it will go down.

"Baijiu plate?"

Li Meng turned his gaze back, glanced at this sector and the trend of core stocks, thought for a while, and said: "Sangong consumption has further tightened, and the contemporary young people do not have a strong 'wine table culture', and they prefer beer to beer. The social development trend of liquor and the overall demand of this industry should be declining sharply. The future expectations are quite pessimistic. In addition, institutions like to form groups in this industry. Now expectations and confidence are further collapsed. With such a decline today, I think ...not surprising."

In her opinion, this industry really has no future potential.

Moreover, the fundamental expectations of the industry are still severely pessimistic at present, and there is no hope of reversal at all.

"When you are pessimistic, of course everything will be negative." Su Yu smiled and said, "This industry has no hope in the short term, but it still has great potential in the long run. After all, our country is still a society of human relationships," the wine table "Culture" does not mean that it can be changed if it is changed. Furthermore... the business model of this industry has a natural advantage of not having to worry about inventory accumulation and asset loss. If the fundamentals of the industry are reversed one day, this advantage , will bring a long trend of profit growth to all operating companies.”

"You mean...you can try to get some blood chips?" Li Meng responded.

Su Yu looked at Qianzhou Moutai, whose stock price was about to fall to double digits, thought for a while, and replied, "Forget it, we don't have that much capital at the moment, and we don't have any restrictions on our positions."

Qianzhou Moutai, priced below 110 yuan, really moved his heart.

It's just that the liquor sector at this time is really bearish, and the market's future expectations are extremely bad. Although its stock price has not fallen much at a PE of 10.6 times, the reversal of expectations and the reversal of the overall plight of the industry are indeed true. It is still far away. At this time, even if there is idle funds to intervene, it is a waste of funds and time opportunities.

And just when Su Yu thought that Qianzhou Moutai at this time was already attractive enough for investment...

Yuhang, inside Jingda Investment.

The general manager, Gu Chijiang, stood in the trading room, with a dark face, and was angrily issuing orders to the traders to clear the fund's heavy holdings of 'Jincheng Fenjiu' and 'Qianzhou Moutai', to withdraw funds and reduce the size of the entire fund's holdings , to avoid too much loss in the fund's heavy position, directly touching the liquidation line.

"Mr. Gu, do you really want to sell them all?" Team Leader Lin of Jingda Fund's trading team asked.

His philosophy is indeed at odds with Hao Weilai, who advocates heavy investment in the liquor sector, but now that the liquor sector is experiencing bad news at a low level, in his opinion, the decline is limited, and the main line of speculation outside the 'Shanghai Free Trade Zone' , Most of them have already risen skyrocketing, and it is meaningless to withdraw at this time... and even if they are all sold and the funds are withdrawn, other directions at the moment may not necessarily be safe for the liquor sector that has been exhausted.

"Sell, sell all!" Gu Chijiang emphasized, "If you know a mistake, you must stop the loss."

"Then what's the next direction after the funds are withdrawn?" Team leader Lin hesitated for a moment and continued to ask.

Gu Chijiang saw that the net value of the entire fund was only 0.79, he was silent for a while, and asked: "Leader Lin, how persistent do you think the hype of the 'Shanghai Free Trade Zone' is? If we want to participate, at this time ...and how should it be laid out?"

Team leader Lin was silent for a while, glanced at the highly fermented 'Shanghai Free Trade Zone' hype in the two cities, and replied: "Looking at the degree of capital accumulation today, at least 100 billion active funds in the entire market are in If it surges in this direction, the duration should last for ten days and a half months, after all, in this wave, the degree of involvement of various funds should be very deep."

"only……"

Team leader Lin paused, and then said: "We have already missed the opportunity to open a position. At this time, it is at the moment when this main line of speculation is fermenting the most. The relevant core concept stocks are all in the same pattern. If you have sufficient funds, you won’t be able to buy them.”

"If Mr. Gu wants to use this main line to win the round, I think it will be quite difficult."

"Of course, if you have to choose this direction of layout, chase hot spots."

"My suggestion is to avoid the hot local core stocks in the Shanghai stock market, and choose low-level stocks with relatively pure concepts among the sectors of ports, logistics, and commercial real estate."

"But at this time, the stocks that are still at a low level are basically not local stocks in the Shanghai stock market." Gu Chijiang said.

"That's okay." Team Leader Lin smiled, "I think if the market sentiment of the 'Shanghai Free Trade Zone' hype continues to ferment, the funds overflowing under the main line of the market in that market will definitely choose to do it. When it comes to other concepts of 'local free trade zones', after all, since the state can approve the establishment of 'free trade zones' in the Shanghai stock market, there is no reason to favor one over the other, right? Wouldn't other local governments be jealous and won't apply?"

When Gu Chijiang heard Team Leader Lin's words, his eyes lit up suddenly, he laughed and said, "Excellent, this should be called divergent thinking, it makes sense... Just follow this direction, I don't believe it, can it be wrong this time? "

Team leader Lin nodded, and used the funds withdrawn from the liquor sector to quickly buy other non-Shanghai local stocks with pure concepts in the port, logistics, and trade sectors, waiting for the funds to buy "Shanghai free trade" After the area's most core stock chips, spillover sentiment spread in this direction.

And when Jingda Investment fired Hao Weilai and Liu Ze and made a timely adjustment strategy.

Yanjing, inside An Lan Fund.

General Manager Zhou Guohua, after finding out that all the core concept stocks of the "Shanghai Free Trade Zone" in the market have shrunk severely and cannot continue to increase their positions, after thinking about it, they also set the target of increasing their positions, aiming at the cheap chips that have not yet changed. Other non-Shanghai stock market local 'free trade zone' concept stocks that can be picked up.

Of course, at this moment, there are not a few institutions and large investors who think the same way as Jingda Investment and Anlan Fund.

then……

Under the confluence of these thoughts, after 11 o'clock.

When the line of "Shanghai Free Trade Zone" in the market has been hyped to the extreme and gathered on the core concept stocks of "Shanghai Free Trade Zone", various funds who obviously feel that they can't get bargaining chips begin to quickly withdraw orders and chase Other hype concepts extended from the 'Shanghai Free Trade Zone'.

"The market continues to diverge. Among the local stocks in Yuzhou and Jinmen, many core concept stocks belonging to ports, logistics, commercial real estate development, and trade have been attacked by many main funds at this moment." Li Meng, who has been observing the changes in the market, saw that the main line of hype 'Shanghai Free Trade Zone' has continuously extended to new branches of hype. Ten branches, expanded to more than 200 branches now."

Su Yu also noticed the situation Li Meng said, nodded slightly, and said: "The more divergent, the deeper the hype of the market will be, which is a good thing."

Only a big mainline market can create a sustained money-making effect.

And only the continuous profit-making effect can attract free funds outside the market, let more investors enter the market, and bring more incremental funds, and only when more incremental funds enter can the market continue and achieve a benign Circulation, bring better money-making effect.

Otherwise, it has always been just a game of stock funds, and the market cannot go too far.

Therefore, Su Yu hopes that the main line concept of 'Shanghai Free Trade Zone' can be extended to more branches and drive more stocks in the two markets.

After all, only in this way can he reap more profits from the funds he has heavily held in the field.

As he pondered...

The time was approaching 11:30, and the prices of the two markets, after experiencing a wave of highs and lows, slowly recovered part of the decline, and finally stabilized near the opening position.

Then, at 11:30, the two cities ushered in the closing time at noon.

The increase in the Shanghai Index was fixed at 0.78%, the increase in the Shenzhen Index was fixed at 0.63%, and the ChiNext Index rose slightly by 0.23%.

The popular stocks in the two cities, the most popular more than 20 concept stocks in the "Shanghai Free Trade Zone", are still shrinking and one-word daily limit, basically did not release too much bargaining chips; among the constituent stocks of the GEM, the most popular stocks in the early stage' Pan-mobile Internet' stocks have been fluctuating violently around the opening price, not falling deeply, but not rising too high; among the leading losers in the liquor sector, Qianzhou Moutai's rare unilateral decline, with a half-day drop of 7.7%, the stock price is infinitely approaching 100 yuan mark.

(End of this chapter)