The investment era of rebirth

Chapter 221 Linkage in Concept Quotes
Faced with such an opening scene, in the entire market, the mentality of a large number of retail investors chasing up the mainline concept stocks of the 'Shanghai Free Trade Zone' at a high level on Friday exploded directly.

"Hey, the market closes as soon as it opens, and the whole warehouse is bored in the Shanghai stock market, so I really don't need to look at it."

"Anxin Trust is also dead. This check is obviously not affected by Fortune Road. It is controlled by a group of hot money in Shenzhen. I didn't expect it to open so much lower. It is almost the same as Shanghai Stock Market."

"Looking at the situation, there should be hope for Waigaoqiao, right?"

"It's difficult. The opening is so low, and the call auction volume is so large, it is difficult to pull it up. However, fortunately, it is an institution that took over Fortune Road's bargaining chips on Friday, and institutions should not be as vicious as hot money."

"I hope that after the official opening, Waigaoqiao can lead the market, otherwise...it will be completely finished today."

"It's over, right? Judging from the entire call auction process, there are basically no traces of the main force of large funds appearing in the core stock of the 'Shanghai Free Trade Zone' to grab funds and take the initiative to attack. Today, the concept of reorganization and backdoor seems to be There are signs of momentum, and the call auction stage is going well.”

"If Waigaoqiao rises, it should boost some market sentiment."

"Except for the institutions, they took orders at a high level on Friday, and are currently in a serious loss of bargaining chips, but there are still almost 20 billion yuan. Waigaoqiao's plate is not small. Now the profit and lock-in orders have been pressed on the market. Funds need to be paid. It is very difficult to solve this trouble and raise the stock price!"

"More than that..."

"If there is a better profit-making effect in other directions in the market, I originally wanted to buy the bottom of Waigaoqiao and continue to invest in the line of 'Shanghai Free Trade Zone'. I am afraid that I will be attracted there, so... in In my opinion, the reorganization and backdoor of these two sectors may not only be not good for the line of the "Shanghai Free Trade Zone", but also negative."

"Hey, it's too difficult. It seems that there is really only a stop loss."

"It's good to be able to stop the loss. I started to pay the price limit at 9:15, but I couldn't grab the front at all. Looking at the road closures in front of the Shanghai Stock Exchange, I think I am a different person today." Want to go out."

"After the wealth road is gone, I feel that it has become a feather."

"It's true. Wealth Road didn't hit the market before. I didn't expect that once Fortune Road started to hit the market, it would be fiercer than anyone else."

"Hehe... Are you blaming Fortune Road at this time?"

"Fortune Road is on the core leading stock of Shanghai Material Trade, didn't it start selling a few days in advance? I didn't buy it again after that. If I wasn't greedy, when Fortune Road was out of the warehouse for the first time, no matter what. I was able to stop profit at a high level, if I blame... I blame myself for being too greedy, I sold out all of them last Thursday, and the price rose so quickly on Friday morning, I didn’t even enter a single share.”

"Yes, Fortune Road was actually enough to remind you before it came out. It has been sold for several days in a row. If you don't pay attention to this, you deserve to lose money."

"The correct way to follow the trend is to buy quickly the next day after seeing Fortune Road appearing on the buying list, regardless of the price. Stay, I understand now that in the entire market, in terms of the judgment of the market trend and the understanding of the market's long-short sentiment, there is no one who surpasses Fortune Road at all, and Fortune Road needs to be bought and sold. , is basically a bright card.”

"No one said to complain, it is this trend, the realization is a headache."

"Hey, let's sell what can be sold. On Friday, Fortune Road and Jiefang South Road were all cleared out, and there was no hesitation at all. This proves that today, the market must be extremely miserable. Without the guidance of these two popular stocks and the initiative to undertake the market However, it is simply impossible to reverse the main line of hype of the 'Shanghai Free Trade Zone' that has fallen from a high level."

"Yes, you can see the style of the "Giant Whale Gang" in the Shanghai Stock Exchange by looking at the stock of the Shanghai Stock Exchange. There is no pattern at all, and you know that the 'nuclear button grabs liquidity'. What the fuck... There is no demeanor and structure of the top hot money in the market."

"Hey, speaking of it, this is the second 'one-word soul-killing sword' I have eaten in the past two months after chasing the short-term. The first one is the Shanghai Steel Union. It seems that I am following the trend in the wrong way. Eating meat I never caught up, and I didn’t fall behind after being beaten. The 20 yuan was fired for more than 2 months, and it became 8 yuan.”

"Brother, you are a bright light in the market. Next time you buy, tell me, and I will sell it right away!"

"Waigaoqiao feels that it was directly destroyed by Fortune Road. Everyone expected that after the opening, there will be a second wave. Now no one dares to think about it."

"It can't be said that Fortune Road was smashed and destroyed, mainly because there were too many overdrawn boards in front of Waigaoqiao."

"Yes, everyone expected that the 7th and 8th boards would be opened, but it was not opened until the 13th straight board, which overdrawn almost 50% of the expected growth rate. This can predict that this stock, no matter how popular it is, The opening of the board must be the peak of the hype sentiment, and there must be a huge risk in taking over the market.”

"Is it an afterthought? The check will be issued on Friday, can you resist not buying it?"

"Not really. It's just that I didn't expect Fortune Road to lie on the Waigaoqiao, to be able to ambush so deep and have so many bargaining chips."

Many retail investors discussed one after another, and they all decided to cut their positions and stop losses in time...

At 9:27, Su Yu stared at the opening results of the two markets, and asked, "How? The more than 30 concept stocks distributed to you, in total, how much money was bought in the call auction?"

"Fund consumption, just over 5000 million." Li Meng said, "During the last 1 minutes of the call auction, there were several main stocks competing with us for funding, so...in the last 1 minutes, our new orders did not How much was traded, and as you said, these tickets are usually not paid attention to, and the liquidity is very limited, we will not be able to get many chips in for a while."

"5000 million." Su Yu frowned slightly, "It's a bit slow!"

More than 30 concept stocks were purchased for a total of 5000 million, so each stock was only distributed on average to more than 100 million, which was a bit different from his expectations.

"After the official opening of the market, if the trading is more active, it should be much faster." Li Meng said, "And we already have a considerable amount of positions in the Xinwei Group stock, which can be regarded as the leading force in the market. Funds, it shouldn’t be difficult to speculate on this line.”

"Ming Fai Capital has much more bargaining chips in Xinwei Group than us." Su Yu said, "But this time...if Xinwei Group becomes an emotional vane for market hype backdoors and restructuring concepts, it can be compared with Minghui. President Xu of Hui Capital will cooperate again, so that he will not throw away the chips easily."

In Su Yu's view...

In his opinion, on this hype line, Xinwei Group will definitely become the next 'Waigaoqiao'.

And when Xinwei Group has become a new core popular leading concept stock in the market, and the market hype is high for the line of restructuring and backdoor, it is very necessary to use this check to leverage the hype of the entire market on this line. Emotional, in fact... Part of the reason why he dared to let go of this line without lurking in advance was that he was able to control the market of Xinwei Group's stock relatively speaking.

In other words, he was able to delay the opening of this stock as much as possible.

The market hype space is expected to be played out.

"In addition to Xinwei Group, which is a wind vane stock in the reorganization and backdoor concept, we are in Haoningda, Weihua, Zhenghe, Lianxin Yongyi, Tianrui Instrument, Rongshun, Century Huatong, Hilong Software, and Far East. , San Laida... Among these concept stocks, which one, or which ones, should be used as a breakthrough point?" Li Meng paused, and then said, "Hilong Software's rumors are too two or three The scandal of Siwu Network Technology Company; Rongshun Shares and Sanqi Online Game Company are also having scandals. The last time the shell stock transaction changed, this check was hyped by funds. I just don’t know why the news has changed in the past two months. Stopped."

"Century Huatong and Tianyou Software, there seems to be rumors..."

"There are also Weihua shares and Haoningda. There seem to be some market rumors. We can take advantage of these."

"Take the backdoor and restructuring direction as the new economic field, that is, the 'pan-mobile Internet' field, and the stocks of well-known companies in the industry as the backdoor and restructuring direction, so let's focus on speculation!" Su Yu said, "You just said Rongshun, Hilong Software, and Century Huatong are all fine, plus Huayi Brothers and LeTV Internet Café, these two stocks currently have quite a lot of extensive mergers and acquisitions.”

"Huayi Brothers and LeTV?" Li Meng was a little surprised, "Although these two checks also have the concept of reorganization, they seem to be speculated with us... It's not a conceptual field, is it?"

She believes that the concept of these two checks is a bit complicated and cannot be used as the main direction of funds.

"We're not just going to focus on restructuring and backdooring." Su Yu said, "We're going to use it as a transitional market, bringing the hype back to the core 'pan-mobile Internet' field of the GEM." Go, so we should have such considerations in the hype strategy, so that the market can naturally dig deeper logic at the peak stage of hype, so as to divert the main line of hype and carry out the natural succession of market conditions.”

"Also, isn't half of the stocks currently held by our fund still popular stocks in the 'pan-mobile Internet' sector in the direction of the ChiNext?"

"In terms of hype direction and motivation... it must be linked."

"In this way, we can grasp the initiative in the deepening and shifting of the market step by step, and maximize the relatively lucrative profits in the market."

"We use the two checks of LeTV and Huayi Brothers as stocks linked to Rongshun, Hilong Software, and Century Huatong. line, which has once again been generally recognized by the market.”

"Understood!" Li Meng pondered for a moment, then nodded.

"The two checks of Rongshun and Hilong Software will be handled by me." Su Yu said, "LeTV and Huayi Brothers will also be handed over to me. For the other checks, you can follow the established investment strategy."

With that said, Su Yu cut all the trading boards of these four stocks into one interface.

(End of this chapter)