The investment era of rebirth

Chapter 202 The essence of short-term hype!
"I guessed the market right, but I didn't guess the individual stocks right."

After the market closed in Shanghai at noon, Xu Xiang looked at the market helplessly in the trading room inside Zexi Investment, and said with emotion: "I really didn't expect that the market's hype deepened, and it actually developed in these directions."

Yesterday, and even the day before yesterday, he added a large number of positions in the core stocks of the "Shanghai Free Trade Zone" and the core concept stocks in the early stage.

However, it turned out...

Stimulated by Waigaoqiao's resumption of trading today, the market has indeed chosen the line of 'Shanghai Free Trade Zone' to continue speculation.

It's a pity that they didn't choose those popular concept stocks in the early stage.

Made his large-scale Masukura speculative move completely come to naught?

Accurately predicted the change of the main line market, but completely avoided almost all the concept stocks under the main line market that were attacked by funds on a large scale.

This is more uncomfortable than not predicting the market change and not increasing the position.

It's like a person who buys a lottery ticket and misses the first prize, which is regrettable, helpless and depressing.

"Indeed, no one thought that funds would attack in these directions beforehand." Zhou Kan stood beside Xu Xiang, feeling very helpless in his heart. How pure are the stocks whose fundamentals have nothing to do with the 'free trade zone'."

"More outrageous..."

"It's the changes in the real estate, logistics, and port industries, as well as the changes in local stocks in places like Yuzhou and Jinmen. It's really incomprehensible."

"The top-level design scheme of the free trade zone, how can it be approved if it is said to be approved?"

"Even in the future, these two places have expectations in this regard, but at this moment, the plan for the 'Shanghai Free Trade Zone' has just come down, so it is too impatient and too nonsensical to speculate on the concept of free trade zones in these two places. some?"

"There are also those stocks that are hard-to-connected, have no performance, and have no fundamentals. These guys are also worthy of being called 'Shanghai Free Trade Zone' concept stocks? It's just..."

"Generally speaking, today's market is a bit nonsensical and completely unexpected."

"Fortunately, the logic of the two checks of Shanghai Stock Exchange and Shanghai-Hong Kong Group has been unanimously recognized by market funds, and they are still going strong today."

"It's the check from Waigaoqiao..."

"We didn't attack in advance, and we didn't have any leverage on this stock. It's a pity."

Xu Xiang listened to Zhou Kanlue's complaining voice, pondered for a moment, and said, "It can't be said that the market is random speculation. After careful analysis, it can still be clear that the main funds in the market avoid the more core concept stocks and invest in non-core stocks. The logic and reasons for the gathering of fringe low-level concept stocks and newly-added concept stocks that are hard to pull the relationship, as well as other concept stocks in the free trade zone of the two cities, and low-level stocks suitable for speculation in core industries.”

"Actually, now that I think about it..."

"The logic of choosing funds from all walks of life in the market is very simple."

"That's the stocks that changed today. The internal chips are clean, the market is moderate, the stock price is low, there is no large-scale profit and potential market, and they can be more or less related to the "Shanghai Free Trade Zone". There are Shanghai Stock Exchange, Shanghai-Hong Kong Group, and Waigaoqiao, the three core concept leading stocks with the hardest logic, opening up new space, making these stocks easier to pull up than those popular concept stocks that have been hyped in the early stage , it is easier to hype, the profit and loss ratio of the operation is large, and the relay risk is small..."

"Hey, overall, I was too confident before."

"That was not considered."

"However, it's not too late."

"Since the main funds in the market do not follow up in the direction we expected before, then we can only take the initiative to adjust positions and follow them up."

"Today is the first day that the main line of 'Shanghai Free Trade Zone' develops into the path of in-depth speculation."

"Just the tickets that came out today..."

"With the Shanghai Stock Exchange, Shanghai-Hong Kong Group, and Waigaoqiao leading the charge, they will continue to open up space. It will not be a one-day tour market, so if you intervene in time now, you can still get a piece of meat."

"Real estate, logistics, ports."

"New concept stocks, edge low concept stocks, local free trade zones..."

"As the market further develops in depth, how will funds be chosen?"

Of course, even though Xu Xiang feels a little frustrated at the moment, for the line of "Shanghai Free Trade Zone", which can extend so many sub-concepts and drive opportunities in so many directions, there is still a tinge of joy in his heart that exceeds expectations of.

After all, the mainline market is getting deeper and deeper.

Then, it proves that there is room for hype and expectation of this main line, and the longer the development time and space, the easier it is to make money.

Because the deeper the market develops, it proves that various funds, on this line, the deeper the degree of involvement, the harder it is to withdraw.

Of course, he still has a hint of joy...

It was he who grasped the leading stock of Shanghai Material Trade, increased his position on a large scale yesterday, and continued to increase his position today.

As long as Waigaoqiao does not open the market, the main market will not fall.

He thought that this faucet would not fall.

Even if he didn't bet right in other directions, he was a step slower in the market change, and with the help of the heavy position of this stock, he could still reap huge profits in this main line of speculation.

And following the discussion between Xu Xiang and Zhou Kan, a new strategic plan was made.

At this moment, Yuhang, inside Yuhang Investment, had finished his meal, and Li Meng, who returned to the trading room, could not help sighing when he simply reviewed the market in the morning: "President Su... no wonder you didn't let me We went back and continued to deploy 'Lujiazui, Pudong Jinqiao, Jinjiang Investment, Shanghai Sanmao...' these second-level popular concept stocks, but we didn't expect the market to develop in a direction that everyone didn't expect."

"Why is it unexpected?" Su Yu said with a chuckle, "The attack attribute of short-term funds has always been where the winning rate of speculation is the highest, and the profit-loss ratio is the largest, so go there."

"These so-called 'Shanghai Free Trade Zone' concept stocks with daily limit this morning."

"As well as stocks with daily limit in real estate, ports, and logistics sectors, and stocks that have risen sharply, there is a basic logic, not random rises."

"Although I can't guess in advance which sub-sectors the funds will flow to."

"However, I know that those stocks with general logic and popular concepts that have been hyped in the early stage have generally risen by 30% to 50%, and the bargaining chip structure on the market, stocks with latent orders, profit orders, and stocks with heavy lock-in orders, must It will not be the main target of funds after the mainline market develops in depth.”

"After all, in this market, even if it is short-term funds, in stocks that are not absolutely popular leading stocks and cannot fully form a market synergy, they are unwilling to carry the sedan chair for the funds in the market and make wedding dresses for others."

"Understood!" Hearing what Su Yu said, Li Meng's heart shuddered, and he understood, "It turns out that the so-called market stocks, the more rotten the more speculation, this is the principle."

Su Yu nodded slightly, and replied: "In short, the essence of the short-term is the game between risk and profit under the main-line expectations. Regardless of bear market or bull market, funds will go to the place where it is easiest to make money in the market, and this place has nothing to do with stocks. The texture is good and the concept is good or bad."

"En!" Li Meng nodded, and said again, "Then this afternoon, will this situation intensify?"

Su Yu smiled and said: "Inevitable, once the new hype logic is recognized by the market and many funds form a unified force, the market and emotions will accelerate."

"What about us, how do we operate?" Li Meng asked again.

Su Yu pondered for a moment, then replied: "The hype in the real estate, port, and logistics sectors, the hype of low-end edge concept stocks, the hype of newly added concept stocks, the speculation of other regional free trade zone concept stocks... In these directions, although there are market conditions, the main force The target attack of funds in these directions is quite changeable, unless the layout is in a wide range, otherwise you may not be able to reap much profit by biting the stocks that are gaining well today."

"After all, these stocks do not have core logic support."

"It's just a pig flying on the wind, riding the east wind of the 'Shanghai Free Trade Zone', which does not have sustainability and certainty."

"We don't have a lot of working capital at present, and we can't do it in a large-scale layout."

"So, we can only give up this direction."

"Compared with opportunities in these directions, the continuity and certainty of the two checks of Shanghai Stock Trade and Shanghai-Hong Kong Group are higher. With our amount of funds, we are biting these two checks and speculating the entire 'Shanghai Free Trade Zone' 'The market is enough, and you don't need to pay too much attention to other marginal lines."

"Okay!" Li Meng replied and stopped talking.

Immediately afterwards, at 1 o'clock, the two markets that were suspended resumed trading.

I saw that after the market opened in the afternoon, several directions extending from the "Shanghai Free Trade Zone" ushered in the continuous attack of active funds in the market again.

In the major sub-directions of speculation, there are also more and more stocks with daily limit.

Moreover, since these sectors and concept stocks are relatively dispersed, when funds attack these stocks, they can better drive other industry sectors and concept sectors in the two cities.

As a result, even though the GEM index fell into adjustment.

However, as the main line of speculation of the "Shanghai Free Trade Zone" became more and more in-depth, the Shanghai Stock Exchange Index turned red again and gradually rose.

Finally, when the market closes at 3 o'clock.

The stock index closed higher than 1.01%, achieving three consecutive positives, getting out of the shock box, and continuing to break through; the Shenzhen index rose 0.56%, although the strength was not as strong as the Shanghai index, but it also achieved three consecutive positives; the GEM index closed down 0.13% , after rising sharply for two consecutive days, a small Yin cross was closed, and its continuous upward rebound and breakthrough pattern has not been destroyed.

In addition to the performance of the index.

Today's plate and individual stock prices are completely tilted towards the line of 'Shanghai Free Trade Zone'.

The daily limit of related concept stocks has reached 23, which is even more than that at the peak of the previous hype. Moreover, the daily limit stocks, industries and regions they belong to have spread across the board, covering almost all industries in the two cities. The sector has enabled more investors who participated in the speculation of the main line concept of "Shanghai Free Trade Zone" to earn money, and it has also made this main line market speculation go deeper!
(End of this chapter)