The investment era of rebirth

Chapter 224 Market Guidance
"Has the hype in the direction of reorganization and shell resource concept stocks already come to fruition?"

Li Meng was very happy to see the closing results of the market at noon, and said excitedly: "I really didn't expect this line to be driven so easily."

"Active funds in the market have been fully concentrated in this direction, and under the effect of making money, the market in this line has indeed risen." Su Yu replied, "As for saying it's so easy...the main thing is the 'Shanghai Free Trade Zone' Under the current situation, this line can no longer continue to speculate upwards. Funds need a high-low switching market to undertake, and the concept of restructuring and backdoors is currently gaining traction. Related core concept stocks have clean chips and stock prices. It is basically at a historical low, if we light it up, other active funds in the market will find opportunities, and they will naturally follow.”

"but……"

Su Yu paused, looking at his trading account, in the morning, he only bought a total of more than 3000 million chips on Rongshun and Hilong Software, and sighed: "It's just that the market has risen too fast. Not too many chips."

"Yeah!" Li Meng nodded, agreeing with this point, and replied, "We operated 30 core concept stocks at the same time. In the whole morning, we only bought a total of about 4 million chips, which is more than before." The layout of the Shanghai Free Trade Zone is indeed much worse."

"Of course, the main reason..."

"These shell resource concept stocks with restructuring expectations have limited liquidity and small stocks. Our buying actions on these stocks are very limited."

Among the shell resources concept stocks they opened positions, the smallest stock, or even the smallest total market value, is only 4.3 million, and generally the total market value of the stock does not exceed 10 billion, such as Hilong Software, which is considered to be the largest among them. Jiancang concept stocks.

Therefore, in terms of operation, it is far less natural than when operating the main line of speculation of the "Shanghai Free Trade Zone".

"Buy as much as you can!" Su Yu thought for a while, and then said, "Anyway, this line is only used as the market's two core hype themes of 'Shanghai Free Trade Zone' and 'Pan Mobile Internet'." The excessive market between conversions has continuity, but it is not long, and we don’t need to pay too much attention to it. We must make a lot of money in this field. The main thing is to use the hype of this line to stabilize the index. Come down and warm up the place and emotions."

"In this way, when the market is naturally excessive..."

"Everyone's expected space will be raised very high, and they will actively follow suit."

"In other words, although we are actively hyping this line, our main course is still the concept of 'pan-mobile Internet' and related core stocks. The hype of the concept of 'restructuring backdoor' is just a side dish. Earning more and earning less has little impact on the realization of our final investment strategy."

"Well!" Li Meng continued to respond, "I also think that although the concept of 'restructuring backdoor' is expected, there is room for imagination and game room, but it is extremely difficult for stocks in this field to realize their expectations. Poor fundamentals, it can be speculated, but the continuity... must be as you said, it is far inferior to the line of 'Shanghai Free Trade Zone'."

"Two or three days, or even a week, should be able to survive?" Wang Can couldn't help but said from the side, "If there is no time for two, three, or a week, then we will be lonely when we build a warehouse."

Su Yu's eyes fell on the stock of Xinwei Group, which was frozen, and said with a smile: "As long as Xinwei Group does not open the market, there is room for market expectations, and this concept of 'restructuring and backdooring' will continue to be speculated, so what we said The poor continuity is due to the comparison with the main line concept of 'Shanghai Free Trade Zone'."

"However, the main concept of the 'Shanghai Free Trade Zone' has been speculated for almost two months."

"Even if the basic logic and continuity of the hype is far inferior to the 'Shanghai Free Trade Zone' line, the line of reorganizing backdoors is definitely not just a short period of two or three days, or even a week."

"That's good!" Wang Can responded.

"While we are guiding the main hype of reorganization and backdoor..." Su Yu paused, and then said, "We still need to focus on the layout of the GEM's 'pan-mobile Internet'-related concepts, and continue to expand The position weight of many 'pan-mobile Internet' concept stocks held by our fund."

"After all, our original purpose is to stabilize the market sentiment..."

"Guide the mainline market to the GEM, so as to complete the switch of the overall style of the market, so that more funds are willing to carry the sedan chair for us."

"Okay!" Li Meng responded, "Then, starting from the afternoon, we will build and increase positions simultaneously in both directions. I think the poor market investment sentiment in the early trading today, after the outbreak of the restructuring backdoor line, It has recovered significantly, and the index and market trend in the afternoon should not be bad, and we don’t have too much risk in increasing our positions at this position.”

"Well!" Su Yu responded, "It is better to lurk in advance and wait for the wind to come than to chase the wind."

Everyone's brief replay discussion room...

At this time, inside Yanjing and Anlan Fund, Xie Wanting also discovered the unusual trends of LeTV, Huayi Brothers, and Changqu Technology when reviewing the market in the morning, as well as the more obvious fundraising rush in the market. The traces of pushing up the stock price on the market: "Teacher, these checks have also changed according to the concept of backdoor reorganization today, but I always feel that the logic followed by the funds attacking these stocks is not the direction of the concept of reorganization and backdoor at all."

"Well, it's a bit strange to walk."

Zhou Guohua glanced at the charts of these stocks, nodded slightly, and asked, "What do you think?"

"I think there is a group of funds that seems to be taking advantage of the opportunity of the concept of backdoor reorganization to rush to raise funds on a large scale for these stocks in the 'mobile game' and 'film and television media' concept sectors that have soared in the early stage of the GEM." Xie Wanting said , "I was thinking, in this direction... Is there a relatively large opportunity?"

"The expectations of the mobile game industry this year have always been pretty good." Zhou Guohua said, "However, Huaqingbao and Changqu Technology, the two leading concept stocks of mobile games, have almost tripled since the beginning of the year. In the bear market stage, this increase, compared with the expected space, should have been fully reflected."

"According to my understanding..."

"If the mobile game industry, and even these two stocks themselves, do not have new blockbuster announcements, even if the stock prices of these two checks rebound, it will be difficult to surpass their historical highs set in early August."

"As for the film and television media concept section you mentioned."

"Huayi Brothers has an expectation of external mergers and acquisitions, and I heard that the country will implement certain stimulus policies in the domestic film and television industry. After all, cultural revitalization has been called out for several years; and LeTV, I heard that Mr. Jia is planning to enter In the field of electronic terminal equipment and smart TVs, it is even more clarified that what LeEco wants to do is not a company, but the future development prospects of the ecological platform, and its benchmark should be the first-class Internet companies in China.”

"At least in the eyes of many investment institutions, this check has huge development potential and expected space in the future."

"In essence, the trend of its stock price in the past six months, and the performance of more than 20 new institutions in the semi-annual report are enough to explain everyone's attitude towards this stock and this company."

"So, I think that the changes in these two aspects you mentioned alone may not prove that there are relatively large opportunities in these two major directions. I can only say that... if you have funds to invest in this field, you can only It is said that the future market will change to these two directions again, and the probability of repeating the upward trend of the GEM in the previous few months."

"Then... can we follow this fund and hide some positions?" Xie Wanting said, "Teacher, the current water level of our fund holdings is not high. The market can pull back from the deep water today, and the market's investment sentiment is also low. Being able to reverse from the extremely pessimistic situation under the collapse of the entire "Shanghai Free Trade Zone" concept in early trading proves that the breakthrough of the market index is obviously effective."

"We put up a little more positions and changed the strategy of conservative position holdings into normal position holding strategies."

"There shouldn't be too much risk."

"Moreover, you have also said that market expectations in the direction of the GEM, especially in many fields of 'mobile Internet', still exist. Compared with the future potential, the 'mobile Internet' field in the direction of the GEM is still still Significantly stronger than the motherboard."

"I firmly believe that reorganizing the backdoor concept cannot afford a breakthrough for the market to go up in an all-round way."

"Nor can it lead the entire market to continue to rise."

"After all, the fundamentals of these stocks themselves are very poor, and there are not enough performance expectations to promote them."

"Okay!" Zhou Guohua said with a smile, "Let's also increase our positions in LeTV, Huayi Brothers, Changqu Technology, and the field of 'mobile Internet' you mentioned."

"You are right, since the market is extremely pessimistic, it can still pull back."

"That's proof that the market index breakout works."

"The so-called strong should fall or not, that's the truth."

"Moreover, as the shape and situation of the market change, the same trading strategy and investment plan will also lag behind the market."

"The market is changing, and we have to change too, just follow the trend."

"Thank you, teacher, for your guidance." Xie Wanting was very happy when she heard that Zhou Guohua agreed with her suggestion, "Then I will carefully review the composition of the morning transaction slips of these checks."

"Forget it, let's eat first!" Zhou Guohua said, "There is no rush."

He was very happy that Xie Wanting was so focused and intelligent, but the other party was in the trading room all day, not like girls of the same age who were interested in other things such as shopping, karaoke, fashion matching, etc., which made him feel faint. Some worries, always feel that the girl is devoted to the transaction, dealing with the cold numbers and data in the financial market all day, it is not very good, worrying about delaying the other party's life-long event.

(End of this chapter)