The investment era of rebirth

Chapter 195 The Skyrocketing Fund NAV!

"Today is destined to be the day of great disagreement!"

Seeing such an opening situation, some people in Su Yu's main hot money group were moved with emotion.

"There are differences, and there is a market. I don't think this is a bad thing. The six core votes of Shanghai Stock Exchange, Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, Jin Jiang Investment, and Shanghai Sanmao are accompanied by the 'Shanghai Free Trade Zone'. This main line, since the hype at the bottom, has seen an average increase of around double, and I think... there is still room.”

"Among the six checks, the Shanghai Stock Exchange and the Shanghai-Hong Kong Group should be the two that benefit the most directly. If we want to do it, we still have to give priority to these two."

"These few are the core stocks of the main line of the 'Shanghai Free Trade Zone', and now they are just the first wave of chip exchange after the word board, and these checks have not been subject to the same stock market as the Shanghai Stock Exchange before. The continuous speculation of Wumao and Shanghai Steel Union has not overdrawn the expected space. In addition, the number of word boards they have produced is slightly lower than everyone's expectations. At this time, the risk of participating... is not really big. "

"The risk is not great, but these few stocks are not small, and there are many large institutional funds like the Shanghai-Hong Kong Group and Lujiazui. The composition of the bargaining chips is complicated, and it is difficult for the funds to work together. It is difficult to say the upward space in this position. .”

"Hey... the most ideal relay targets are the two checks of Shanghai Stock Market Sanmao and Shanghai Stock Market."

"Shanghai material trade is the absolute leading core of the main line, and the chips in it are basically hot money without institutions; Shanghai Sanmao is considered a marginal stock in the early stage, and has not been paid attention to by funds. It only broke into everyone's field of vision after the sudden burst of good news. Afterwards, its logic was recognized by everyone. There are very few large funds in the market, most of them are retail investors, and there are also no institutional positions. In addition, the market is small and the overall position is not high. It can be described as an excellent target for relay speculation.”

"Everyone knows that the Shanghai Stock Market Sanmao and Shanghai Stock Market are the strongest checks, but if you can't buy chips, what's the use of knowing these two checks are the strongest?"

"Jinjiang Investment increased its volume at the last moment, and it is estimated that it will be difficult to seal the daily limit today."

"This check should be the smallest among the core stocks of 'Six Musketeers' that have already opened the board. If you can't buy Shanghai Sanmao and Shanghai Stock Trade, you can only give priority to this one. .”

"Yes, I originally expected the space for these core concept stocks to be a height of seven boards. Now, they have opened at a height of less than five boards. It is definitely worth a game. How do you say... like 'Shanghai Free Trade Zone' 'This kind of top-level design, the far-reaching strategic planning of macroeconomic development, and its related core concept stocks are worth double the space."

"It's a pity that Waigaoqiao, which has the purest concept, has been suspended..."

"The fixed increase is good, plus the core planning area of ​​the 'Shanghai Free Trade Zone' is in Waigaoqiao, and its land reserve in the core planning area of ​​the 'Shanghai Free Trade Zone', unique development, Construction qualifications, this check is basically a clear card, it is expected to be fully paid, even if the card is resumed, it is estimated that it will go to the end, and it will not be able to participate. All in all... the check for Waigaoqiao is basically the shareholder's Feast, like those of us who don’t have a position outside the market, then don’t think about relaying and hyping this check.”

"Today, let's watch the trend of Shanghai-Hong Kong Group and Jinjiang Investment!"

"One is obviously a ticket that can only be pulled and dominated by institutions; the other is a ticket that can be relayed and speculated by active funds in various markets. The trend direction of these two checks and the strength of the market relay should be enough to explain the funds of all parties in the market. For' As for the attitude of the Shanghai Free Trade Zone' main line of speculation, as long as the two checks are not bad today, then... I think I can continue to carry on with confidence and boldness."

"Overall, the main hype of 'Shanghai Free Trade Zone' is still huge!"

"Yes, within a week or so after the announcement of this good news, the funds pouring into this field have basically reached the level of tens of billions. The funds of all parties have been involved so deeply, which shows that this line will not end easily. .”

During the discussion, the majority of retail investors in the market at this moment...

Although everyone was a little surprised at the sudden opening of several core concept stocks of the "Shanghai Free Trade Zone", they were more excited and excited.

After all, these checks are all fronted with a shrinking letter board.

Regardless of whether it is a large fund or a small fund of retail investors, in the first few word boards, they can only look at the ocean and sigh, and they can't buy any chips at all.

Now that the board is open, the first disagreement appears, and the exchange of chips on the floor begins.

They have the opportunity to buy, and they are finally able to participate in the core concept stocks stimulated by the great benefits of the "Shanghai Free Trade Zone", so they are naturally happy.

And with everyone's discussion...

A short 5 minutes passed, and the two cities ushered in the formal trading stage.

I saw several core concept stocks of the "Shanghai Free Trade Zone" that were launched on the board, and in an instant, there were large-scale selling and buying orders at the same time, and the stock price fluctuated extremely.

First of all, after the call auction ended, Jinjiang Investment, which had a large volume of risk and closed the daily limit in the last few seconds, was the first to invest in Jinjiang Investment.

After the official opening of the market, the daily limit board was opened instantly, and then in about 20 seconds, the owner of many consecutive large orders of 8000 hands bought it, and it was sealed back in lightning, and the turnover reached more than [-] million in half a minute. The speed of the board can be described as extremely fast, making countless investors unable to react.

Moreover, after its stock price closed back in a flash, the pressure of selling on the market weakened in an instant.

It shows that the sentiment of holding shares on the market has changed from disagreement to consistency.

Secondly, during the same period of time, Lujiazui, which had the weakest trend during the call auction stage, surged upwards for a while, and then began to fall back quickly after bursting out with extreme volume. In 2 minutes, it fell below the opening price again. The decline expanded to more than 2%, showing a weak state.

Furthermore, the other two open checks...

During the same period of time, from the moment the Shanghai-Hong Kong Group officially started trading, there was a huge amount of buying and selling orders on the disk, and the transaction orders of 5000 and [-] lots were densely distributed throughout the entire real-time transaction disk, and the trading volume was extremely high. Active, the divergence is also great, the stock price did not fall from the opening position, under the extreme volume, but rose slowly.

The trading situation on the board of Pudong Jinqiao is similar to that of the Shanghai-Hong Kong Group.

However, due to the drag of its Hong Kong stock price, its stock price did not keep up with the Shanghai-Hong Kong Group in the final trend, but followed the check from Lujiazui.

Of course, at this stage, Shanghai Stock Market and Shanghai Stock Sanmao are not big players.

Funds from all walks of life are the most promising stocks.

Within half a minute after the market opened, millions of volumes of energy were released, and then the volume quickly shrunk, continuing to maintain a straight line.

Seeing the performance of these core concept stocks of the 'Shanghai Free Trade Zone' after the market opened, Li Meng followed Su Yu's order to sell the stocks that had already opened, and said, "It seems... various funds in the market, In chasing the mainline market of 'Shanghai Free Trade Zone', Case is more and more focused on the most core target."

"Knockout, that's it." Su Yu said with a chuckle, "Leave the weak and keep the strong, and the funds chase the main line and individual stocks with the strongest profit-making effect in the market. This is the speculative nature guided by emotions."

"Under this emotional guidance and chasing funds..."

"Funds will be more and more concentrated on the stocks with the best profit-making effect, that is, the stronger will be stronger."

"Obviously, judging from the opening 10 minutes, all funds, among the four core concept stocks that have already opened, chose Shanghai-Hong Kong Group and Jinjiang Investment as new breakthroughs, while Lujiazui and Pudong Jinqiao naturally Was eliminated, caught in the adjustment situation of emotional decline and insufficient relay funds."

"Well, Jinjiang Investment has indeed stabilized." Li Meng nodded, "Shanghai-Hong Kong Group, the capacity is too terrifying, it should be the funds of various institutions that did not buy chips in the early stage, and they are passively increasing their positions, right? "

Su Yu nodded slightly, and said with a smile: "Probably yes, if these two stocks don't fall, the profit-making effect of the 'Shanghai Free Trade Zone' will continue crazily, so... the differences in the market today, despite the However, the overall activity of the market and the upward pressure faced by various indexes may still be smaller than in previous days."

"Oh, by the way..." Su Yu paused, and then said, "How is the position reduction?"

"In my case, the chips of the Shanghai-Hong Kong Group holding positions have all been reduced." Li Meng replied, "while the stock market in Shanghai has not moved, and Jin Jiang Investment has reduced by one-fifth, 3000 million chips."

Following Su Yu's questioning, other traders also answered the results after reducing their positions.

Within 15 minutes, amidst the extremely abundant liquidity of several core concept stocks, the positions of the entire 'Yuhang No. 1 Fund' based on these stocks have all taken profits and withdrawn 5.98 million yuan.

And after taking profits, taking profits, and returning funds...

At this moment, the overall account assets of the entire 'Yuhang No. 1' fund have reached 16.52 billion, with a market value of 10.21 billion and 6.31 million in cash; and among the market value of more than 10 billion, Waigaoqiao's positions account for 2.3 million , Shanghai Stock Exchange's holdings accounted for 2.35 million.

And after exactly two months of operation, seizing the strong hype of the GEM's "Pan Mobile Internet" and the current strong hype of the "Shanghai Free Trade Zone", the net value of the fund has reached 4.13 It can be described as an extremely sturdy performance.

Of course, the 'Yuhang No. 1' fund at this moment is in a fully closed state of operation.

For this net performance...

Except for Su Yu and Li Meng who knew the overall operating status of the fund, even the other traders present who only had the trading authority of a single sub-account did not know.

"Okay!" Su Yu said after listening to everyone's report, "If the positions of Shanghai Stock Exchange and Jinjiang Investment have not been reduced, you can wait a little longer. For other funds that have been withdrawn, follow the plan I said before. Let’s buy it, and add the GEM stocks that you were responsible for in the early stage to above the 1 million fund position line.”

At this moment, most of the active funds in the entire market are still concentrated in the core main line of the 'Shanghai Free Trade Zone'.

At this time, he used the funds from the main line of the "Shanghai Free Trade Zone" to make profits and stop profits, and bought "Huaqingbao, Changqu Technology, Tianyu Information, Fenda Technology, Netspeed Technology, LeTV, Oriental Wealth...'Expectations for the outbreak and performance growth of these industries are still there, and after the outbreak of the main hype of the 'Shanghai Free Trade Zone', it has been adjusted for more than half a month, and the adjustment range is generally between 30% and 40%. No one will compete with him for the popular concept stocks in the early stage.

And following Su Yu's orders, and the actions of the traders...

Huaqingbao, Changqu Technology, Tianyu Information, Huake Jincai, Fenda Technology, Wangsu Technology, LeTV, Dongfang Fortune... These "pan-mobile Internet" stocks have changed in the market, and a large number of thousand-handed stocks have changed. Large orders of funds continue to accept selling and selling orders on the disk of these stocks, and even actively follow up buying, pulling up the stock price and grabbing more liquidity chips.

(End of this chapter)