The investment era of rebirth

Chapter 229 Market Hype Depression!

"Fuck, Century Huatong has suspended its trading!"

"Not only has the trading been suspended, but it has been rumored earlier that there is finally a plan to acquire Tianyou Software and Qiku Network for an additional 18 billion. At this point, Century Huatong will get rid of the original traditional business and fully transfer to the 'mobile Internet' field. ? With this merger and reorganization, the imagination space for its fundamentals has been fully opened up!"

After seeing the news, the stock of Century Huatong, along with topics related to 'Wealth Road', went directly to the hot searches on stock forums across the Internet.

"Wealth Road is really awesome, and it has been attacked again."

"Could it be inside information? The timing of this shot is a bit coincidental."

"No, Fortune Road is not the only stock that sold today, and its buying volume on Century Huatong is far less than that of Huaqingbao and Changqu Technology. If it is insider information... Today Fortune Lu will definitely quickly seal the daily limit of World Huatong, and if you eat alone, you will never let Rongshun and Hilong Software take the lead."

"Heh... insider information? Fortune Road's layout and attack route in the market, which time is not logical, do you need to rely on insider information to trade? Some institutions in the market like to do this."

"Before Fortune Road released core stocks related to the 'Shanghai Free Trade Zone', didn't many people say that Fortune Road was lurking through inside information? As a result... As far as I know, the phone number reported to the supervision department of the exchange , Everything has been thrown into the sea, and there is nothing unusual about the entire transaction of Fortune Road."

"It's not a concentrated purchase, a sudden increase, and no chance for other funds to follow up. How could it be insider trading?"

"It can only be said that it is the combined effect of luck and strength."

"Century Huatong's suspension of trading should further stimulate the market for the concept of 'restructuring and backdooring', right? Far East, Rongshun, and Hilong Software have the same expectation tomorrow. Thinking of playing the relay board for tomorrow, but looking at it now, there is no chance."

"The market will definitely intensify, not only in the big concept market of 'restructuring backdoor', but also in the concept field of 'mobile Internet'. The business field is all the 'mobile Internet' industry!"

"Well, it's also possible that the 'mobile games' and 'film and television media' that are changing today, in a sense, also belong to the big field of 'mobile Internet', right?"

"Don't guess, it is the opportunity for the next big market. It will definitely explode in the field of 'mobile Internet'. After all, Fortune Road is mainly attacking this field today. The two checks of Huaqingbao and Changqu Technology are very likely to be just Fortune Road bought two of them, such as LeTV, Huayi Brothers and other stocks that have almost closed their daily limit today. I think... I am afraid that Fortune Road has also bought a lot of chips."

"It makes sense, makes sense..."

"Well, anyway, the line of 'Shanghai Free Trade Zone' can't be touched. Next, we will either focus on the concept of 'reorganization and backdoor', or on the GEM, the strong leading stocks in the field of 'mobile Internet' related concepts. The market is bound to develop in these two directions.”

"I don't have so many ideas, anyway, just follow the road of fortune to buy."

"Yes, Fortune Road bought a total of four stocks today, one of which was suspended tonight, but I don't believe that the other three stocks will open tomorrow? As long as they don't go into a straight board, which one can be bought? I just buy whichever one I want, and it doesn’t matter if I go after the high price, anyway... I will follow the road to wealth.”

"With the same idea, analyze it and analyze it, it is better to follow the trend without thinking."

In the midst of the ongoing heated discussion...

At this moment, Su Yu looked at the suspension announcement of Century Huatong, and felt a little surprised in his heart, and sighed: "This is really luck. With one move, I won a trump card."

After the amount of funds is large, he always buys related concept stocks in batches for this kind of concept hype.

It will not focus on betting on the restructuring hope of a stock at all.

Of course, his original intention was not to bet on the reorganization hopes of these concept stocks, but to use the logic of "there is reorganization hope" in these concept stocks to speculate on their stocks.

Unexpectedly, a blind cat met a dead mouse.

In fact, he has the market memory of the future market and knows the general market direction of market development, but he does not remember the reorganization price and time node of each stock in the market, so... This time, he bet on the reorganization and acquisition of Medieval Huatong , It's really all due to luck, even he himself didn't expect it.

"It seems that once people are going well, even luck will be on our side." Li Meng also saw the announcement and said with a smile, "The suspension of Century Huatong has become a short-term market. After ST Ancai, the third stock that has been reorganized and suspended, the market's expectations for "restructuring backdoors" have been fully opened at once, and it is estimated that tomorrow...the market in this field will continue to diverge."

"The market is fermenting too fast, and it doesn't do us much good." Su Yu responded, "After all, we didn't plan ahead. We can only follow the market sentiment and speculate together. The profit margin is slower than sentiment. Fermentation, it will appear narrower."

"Because the emotions are fermenting too fast, a large number of retail investors in the market will become more cautious."

"The off-site follow-up funds will also become more aggressive."

"Under the influence of two aspects, even if we have channel advantages and capital advantages, it will be difficult to obtain too many high-quality chips and low-level chips."

"Yeah!" Li Meng nodded and said, "But... didn't you say that our core focus is on the 'pan-mobile Internet' field of the GEM? How much, if the emotions ferment too quickly, it proves that the expected space in this field will be quickly filled, which is also conducive to the rapid flow of the market in the direction of the next market after the concept is speculated?"

"That's right." Su Yu said, "Funds are like water, and the place with the strongest market expectations and the highest cost performance is the hype depression. After other places are hyped up, funds will inevitably flow into this depression. Therefore, in the 'restructuring backdoor "After the hype of this line is expected to be filled with funds, it is inevitable that the market will flow into the "pan-mobile Internet" field in the direction of the GEM."

"Of course, market expectations are related to the macro trend of the broader market, as well as the macroeconomic and industry fundamentals."

"It's a more dynamic thing."

"But the general direction, that is, the hazy direction, can't be wrong."

"Well!" Li Meng replied, "I believe what you said, at the stage of 4G construction and the full-scale explosion of smart terminals, the trend of 'mobile Internet' will definitely blow up, and it will definitely become a huge outlet. After all, the group of netizens driven by smartphones is predictably much larger than that of the PC era.”

in other words……

Both believe that 'mobile Internet' is a huge incremental market, full of infinite possibilities, and can even replace one pole of the economy and drive the overall recovery of the economy.

And what they have to do is to squeeze in as much as possible under this tuyere.

Let the expectations of market investors continue to expand and change, raise the valuation and performance step by step, and then reap huge profits in the market.

The two chatted for a while, and then each went to sleep.

The next day, September 9th, Tuesday, in the calm of the outer market, at 18:9, the two cities ushered in the call auction time again.

only see...

Conceptual sectors related to 'restructuring backdoors', 'mobile games', 'film and television media', 'wearable devices', and 'Apple industry chain' performed relatively strongly yesterday, and received a lot of attention and discussion from investors in the market after the market closed Concept sector sectors opened higher one after another.

Among them, the relevant core concept stocks were also scrambled for funds at the beginning of the call auction.

For example, Far East Stock, Rongshun Shares, and Hilong Software have all reached a one-word daily limit, and the initial cover orders have exceeded 7 lots; while the slightly larger "Wealth Road" concept stocks, such as Huaqingbao, Changqu Technology The two checks also opened higher at close to [-] points.

As for other concept stocks that have received hot attention from the market...

LeTV and Huayi Brothers opened higher by 1 point to 2 points; Waigaoqiao opened 4.75% lower; the Shanghai Stock Exchange continued to limit down one word, with an initial limit-down order of more than 20 lots; Anxin Trust opened lower by 7.83% , Three trading days, the retracement from the highest point has been almost 30%; after the failure of the pulse sealing plate yesterday, the Shanghai Steel Union also directly opened lower by about 5 points today. , which is quite strong.

In general, in the initial collective bidding stage.

The entire market continues yesterday's trend. Related concept stocks and individual stocks are all strong and weak, and the polarization is serious.

At 9:16, the market began to change.

The core stocks of the major concept sectors of 'restructuring backdoor', 'mobile game' and 'film and television media' have further strengthened, and the increase in call auctions is getting higher and higher. In the field of other sectors, marginal concept stocks that barely rose yesterday have increased by The initial stage began to fall back.

On the contrary, there are nearly 200 concept stocks in the "Shanghai Free Trade Zone" with extremely poor initial call auctions.

Relatively core concept stocks that have not been greatly hyped in the early stage and have been greatly oversold in recent trading days have begun to usher in some bottom-hunting funds that want to grab a rebound.

At 9:17, this phenomenon became more and more obvious.

However, the huge increase in the Shanghai Stock Exchange, as well as core stocks such as Waigaoqiao, Shanghai-Hong Kong Group, and Anxin Trust, are still increasing. On the surface, the "Shanghai Free Trade Zone" line, although it is diverging, has not The obvious opportunity, after all, the core stocks do not move, and other oversold secondary concept stocks, even if there is an oversold rebound in the intraday, they will not be able to make any big waves.

At 9:18, short-term oversold and long-term oversold stocks in the two cities began to be bottom-hunted by funds.

At this time, the line of oversold rebound began to become obvious, showing greater potential and capital attention than yesterday, and it seemed to have obvious continuity.

At 9:19, under the influence of high-pitched emotions, many concept sections flew together.

Almost all short-term and long-term oversold mid-cap and small-cap stocks in the two cities, except for those with obvious negative positions, almost all showed a red market.

Then came 9:20.

After countless funds withdrew orders, the market and sentiment in the two markets fell back slightly, but the core concept areas, as well as many oversold mid-cap and small-cap concept stocks, are still in a strong red market. Free trade zone' related core concepts are in a state of slight decline.

At this point, the funds are separated from the weight and gather in the medium and small caps, the hot money is active, and the scene of gathering popular concept sectors and popular concept stocks returns again!
(End of this chapter)