The investment era of rebirth

Chapter 225 Bull Market Confidence
"Teacher, what's wrong with you?" Seeing Zhou Guohua lost in thought, Xie Wanting asked in confusion.

"No, nothing..."

Zhou Guohua responded, concealing some thoughts in his heart.

In the final analysis, Xie Wanting is the daughter of the Xie family, not his daughter. He has been able to start a business so far because of the support of the other's father. I am a little worried that it is really not his turn.

Naturally……

Regarding some words, it was not his turn to remind Xie Wanting.

The two walked out of the trading room while smiling and chatting. At this moment, on the entire online stock forum, the majority of retail investors were also very angry about the market trend in the morning.

"Holy shit, ST shares, the rubbish concept sector that has been called 'three no stocks' by the majority of market institutions, can actually usher in spring."

"What is this called? It means that there are no junk stocks in the market, only investors who operate junk."

"Haha... This is true. Indeed, there are no stocks that can only go up but not down, and there are no stocks that can only go up but not up. As long as there is no clear delisting, there is no such thing as a junk stock."

"I'm afraid these institutions would never have imagined that it was the junk stock sector in the market that saved today's market, right?"

"To be honest, if I hadn't seen it with my own eyes and participated in it myself, I would have found it hard to believe it."

"I don't know which bigwig said that stock speculation is not about quality and performance, but expectations. Today, I saw the full-blown explosion of the ST sector and shell resource concept stocks. I really realized this. It's really...fucking Value investing is pure deception."

"It can't be said that value investing is a lie. It can only be said that it is not suitable for A shares. Otherwise, how could Berkshire succeed?"

"Berkshire's success should be due to the bulls in the U.S. stocks. Everyone knows that the investment ecology of U.S. stocks and the investment ecology of A-shares are completely different. The resilience of the macro economy is very strong, so high-quality stocks are guaranteed. As long as you don’t sell them and hold them for a long time, you will definitely get high-quality returns. What about A-shares? For stocks, you have to make concessions to liquidity, and the valuation will be directly down for you, and it will last for several years, who can bear it?"

"Stop arguing about value investing and value speculation, let's talk about how to follow and how to buy in the afternoon?"

"What's the question? Just buy strong stocks related to the concept of restructuring backdoors. This concept has just begun to explode today. It can't be a day trip, right?"

"Anyway, the conceptual field of 'Shanghai Free Trade Zone' cannot be used for the time being."

"The strong concept stocks in the direction of restructuring backdoors have almost reached their daily limit in the morning. If they follow up at a higher level in the afternoon, I'm afraid...the risk is not small."

"If you're afraid of this and that, you're still chasing a short-term ass. Buy bank stocks, that's safe."

"Heh... safe? Calculated based on the rise and fall of all industry sectors in the two cities this year, the decline in the banking sector is among the top. It really looks safe. In fact, it is not less than other stocks, and a blunt knife cuts flesh. It’s extremely disgusting, and if I die in a bank stock, then I might as well chase the hot spot at a high position and give it a go.”

"It makes sense, what the hell... chased him!"

"Has no one paid attention to the concept of 'mobile games' and 'film and television media' in the direction of the GEM? Today, these two concept sectors are also doing very well. The core stocks Changqu Technology, LeTV, and Huayi Brothers rose. Both are more than 5%, and I feel that there should be another outbreak in the afternoon.”

"It seems that today's market is a bit like a trace of the deviation of the GEM."

"When the market closed at noon, the growth rate of the ChiNext Index was greater than that of the Shanghai Stock Exchange Index and the Shenzhen Index. If I remember correctly, this should be the first time that the ChiNext Index has led the two markets in the past month, right? King's return?"

"It's very possible. After all, in the eyes of those big institutions, the gem stocks are all junk stocks, which are no different from ST stocks and shell stocks. Now that ST stocks and shell stocks have skyrocketed, the so-called junk stocks on the gem It’s only natural to follow the trend and get a little light.”

"Haha...that really makes sense."

During the discussion, the noon time passed unknowingly, and at 1 o'clock in the afternoon, the market resumed trading.

I saw that after noon’s emotional fermentation, as soon as the market opened, the Shanghai Stock Exchange Index, Shenzhen Index, and ChiNext Index rose again. The entire reorganization, backdoor concept related sectors and stocks were once again pursued by various funds, and the gains continued to expand. , The number of individual stocks with a daily limit has also further increased.

And at the time when reorganization, backdoor concept-related sectors and stocks continued to riot, and continued to rise sharply.

Many stocks such as LeTV, Huayi Brothers, and Changqu Technology, which were attacked by Su Yu's large sum of money, also quickly attracted the attention of investors in the market.

And because it followed the 'Yuhang Investment', An Lan Fund increased its position in this field by a large amount.

The entire concept of "mobile game" and "film and television media" has also been slowly brought out over time, ushering in a general rise in individual stocks in the sector.

Especially after 1:20...

In just a few minutes, Changqu Technology's stock price was pushed up to the daily limit, which further aroused market sentiment.

Therefore, at 1:26, following Changqu Technology, Huaqingbao also rose rapidly, reaching its daily limit in a straight line.

At 1:37, Huayi Brothers and LeTV, the two core weight stocks of the GEM, also rushed straight to the daily limit, driving the growth of the GEM index to 1.2%.

At 1:52, due to the explosion of the 'mobile game' and 'film and television media' sectors, the attack path of the entire market capital began to expand to the entire concept of 'mobile Internet' after overflowing and reorganizing the fields of backdoor, mobile games, and film and television media plate spread.

At 1:58, when many concept sectors of the 'mobile Internet' were attacked by funds, the growth rate of the ChiNext Index expanded to 2%, which widened the gap with the Shanghai Stock Exchange Index by 1%. Meng returned to the trend of weak Shanghai and strong Shenzhen before August.

At 2:05, the growth rate of the GEM index expanded to 2%, and the overall investment sentiment in the market fully recovered, and then continued to explode and spread.

There are nearly 200 concept stocks in the main line of the "Shanghai Free Trade Zone" that has been weak throughout the day.

Finally ushered in a wave of bottom-hunting in the market value of funds.

I saw that the stock price of Waigaoqiao rebounded rapidly from near the limit, reaching a drop of about 5%. The limit of Shanghai-Hong Kong Group and Anxin Trust was also opened. Quickly stop the loss and cut the meat out.

Of course, as the main line of the "Shanghai Free Trade Zone", the core of the Shanghai Stock Exchange is the check.

Due to the pressure on the limit board, the amount of funds waiting to be cut is too large. Even if the overall market sentiment picks up and the index is reversed and rising sharply, after it quickly releases more than 3000 million energy, the limit is still blocked. Any trace of opening.

At 2:17, the market spread to electronic information and Internet finance.

At 2:21, the funds followed the stock 'Xinwei Group' and speculated the market on the 4G concept and the communication industry sector.

At 2:29, the Shanghai Steel Union, which had been closed for several times and then opened for several times, suddenly burst into a straight-line rise. The stock price crossed the range of 10 points, directly realizing the intraday boom, and indirectly driving the "Internet The further outbreak of "financial" related concept stocks has also led to some "Shanghai Free Trade Zone" concept stocks.

At 2:33, the increase of Shanghai Steel Union exceeded 5%, and it seemed that there was a trend of going out of the sky.

At 2:35, the stock price of the Shanghai Steel Union began to fall, and the follow-up of the incremental funds of the entire market under the emotional outburst also appeared to be insufficient again.

As a result, the entire market, a number of explosive conceptual branches began to fall back.

At 2:47, the growth rate of the ChiNext Index fell back to 1.89%, losing 2 points of growth, and Anxin Trust also closed the limit again.

"It's still a problem of incremental funds in the market, which can't support a comprehensive surge in the market!"

Seeing the prices and indexes of the two cities fall back in late trading, Li Meng said with emotion inside Yuhang Investment and in the trading room: "The market turnover of 1200 billion is always a hurdle. As long as the market turnover reaches about 1200 billion, the market will start to fall. , basically nothing else.”

"This is the maximum turnover limit of the game of stock funds." Su Yu said, "If the market wants to jump over the 1200 billion total turnover threshold, either the regulators call on large institutions to continue to increase their positions in the market, or the market effect of continuing to make money , to urge off-market investors to further enter the market quickly.”

"Only these two fundamental logic changes..."

"Only in this way can the market usher in a real bull market and usher in a complete virtuous circle."

"Only at that time, the so-called big blue chips, big finance, and big infrastructure on the main board will have investment opportunities."

"Of course, the advent of this opportunity must be accompanied by easing of credit and some changes in the direction of the macro economy. Otherwise... even if the regulators shout out their throats, they will not be able to call for a bull market."

"Well!" Li Meng said, "The main reason is that the market confidence has not recovered enough, and the shadow of the bear market is too deep."

"It will change." Su Yu looked at the market that was about to close, and continued, "The era of 'mobile Internet' has arrived. With the help of this breakthrough, the macro economy will rebound, and the market's expectations in this direction will also increase." It is getting stronger and stronger, thus ushering in the moment of breaking the surface with a point."

"I hope!" Li Meng replied, with a lot of longing in his heart.

After all, judging by Su Yu's investment strategy, their fund's current stock holdings are the whole concept of 'Pan Mobile Internet'.

If the time for what Su Yu said to 'break the face with a point' comes.

The most lucrative ones will naturally be them.

During the conversation between the two, the time passed the last few minutes and was fixed at 3 pm. The rapidly changing market prices of the two cities also came to an abrupt end at this moment.

(End of this chapter)