The investment era of rebirth

Chapter 230 The main force of the first step!
"There seems to be a clear shift in style."

Seeing the market changes in the real call auctions that have entered irrevocable orders, Li Meng said: "Funds are further flowing into oversold mid- and small-cap stocks, 'restructuring backdoors', 'ST sector', and 'mobile games' , 'film and television media' and many other concept sectors that were hyped up yesterday all showed a strong state of collective bidding today, and I am afraid that the market... will turn into a state of obvious and consistent acceleration."

"Moreover, Rongshun, Hilong Software, and Far East have all been in the same situation."

"Other shell resource concept stocks such as Haoningda, Weihua, Zhenghe, Lianxin Yongyi, Tianrui Instruments, and Sanlaida have also opened sharply higher. I am afraid that we will not have any chance to buy a large amount of chips."

"En!" Hearing Li Meng's voice, Su Yu replied, "Indeed, the emotional ferment of this line is much faster than I imagined. Don't worry about the daily limit of Rongshun shares, Hilong software, and Far East shares. Others Yes, such as Haoningda, Weihua shares, Zhenghe shares, Lianxin Yongyi, Tianrui instruments, Sanlaida... these tickets, as long as you can buy chips, you can still continue to buy them, but our previous strategic expectations require Reduced."

After the suspension announcement of Century Huatong's stock last night, the market's sentiment on the hype theme of "restructuring and backdooring" has obviously accelerated.

The number of bargaining chips they originally formulated for opening a position has changed under such emotions.

It has been impossible to achieve.

Therefore, both the number of chips for opening a position and the profit expectation have to be forced to decrease.

"Okay." Li Meng responded, paused, and said, "As for the line of 'Pan Mobile Internet', I think we should also speed up the pace of Masukura, because we look at the relevant concept sections and many of its cores. The stock market seems to have signs of strong capital intervention."

"Yes!" Su Yu nodded, "The speed of market sentiment changes has exceeded our expectations, but the direction of market changes is still in line with our expectations. With regard to the two major hype themes, market sentiment is accelerating, so our layout naturally has to be accelerated."

When the market direction has changed, it has been clear.

In the market, once a consistent emotional expectation is formed, the market will only move towards an accelerated process.

Therefore, if they do not keep up with the pace and change their strategies in time, the cost of chips for subsequent increases in positions will only increase.

Following Su Yu's instructions, Li Meng and other traders in the trading room immediately began placing buy orders on many target stocks without waiting for the call auction to end.

Immediately afterwards, at 9:25, the call auction of the two cities ended.

The Shanghai Stock Exchange Index opened 0.21% higher, the Shenzhen Stock Exchange Index opened 0.49% higher, and the ChiNext Index opened 0.76% higher. The overall trading volume was able to shrink compared to yesterday.

concept board.

The reorganization concept sector, the mobile game concept sector, and the film and television media concept sector led the gains; the ST sector, the Apple mobile phone industry chain concept sector, and the wearable device concept sector followed closely behind; all sectors opened higher by more than 0.8%, outperforming The GEM index, the sign of funds actively attacking and grabbing funds, is very obvious.

On the contrary... The concept sectors related to the "Shanghai Free Trade Zone" continued to adjust and opened lower one after another.

Among them, the real estate, finance, port, trade, logistics and other industry sectors all opened lower by more than 0.3%, leading the overall decline in the market.

In terms of popular stocks...

Rongshun shares, Hilong software, Far East shares, and Xinwei Group have shrunk their daily limit; Huaqingbao and Changqu Technology, two "mobile game" duo stocks, both opened higher by about 4%; LeTV and Huayi The two brothers' core stocks in the "film and television media" concept sector opened higher by about 2%; Waigaoqiao and Shanghai-Hong Kong Group opened lower by about 3.5%. hand above.

other……

Anxin Trust opened 3% lower, Shanghai Steel Union opened 2.8% lower, and Fenda Technology and Netspeed Technology opened 1% higher.

All in all, through the entire call auction, the context of the active capital attack in the market has been fully shifting to the medium and small-cap stocks, and to the direction of the GEM, and the weight of finance, infrastructure, black cycle, non-ferrous metals, consumption, etc. in the direction of the main board The sector is still sluggish, and the concept stocks related to the "Shanghai Free Trade Zone", especially the core stocks that have been adjusted at a high level, are still showing signs of a crash.

"The market style has changed. Fortunately, our strategy has been adjusted in time this time."

Seeing such an opening scene, Gu Chijiang, inside Yuhang and Jingda Investment, in the trading room, said with emotion: "After the Shanghai stock market peaked on Friday, until now, it has directly cut three one-word limit downs, which is really tragic... Lao Lin, it’s a good thing you’re smart enough to keep up with the hype of “restructuring backdoors” this time, otherwise we’d be in vain. You’re right, since we can’t change the investment ecology of the market, then we can only follow .”

"It's a pity that this line started too fast, and our time to adjust positions was too short, so we didn't get much bargaining chips at all." Lin Tingzong, who has been promoted from team leader Lin to manager Lin, said with some regret, "Now the emotional expectations of this line have been exhausted. It tends to be consistent, and it is basically impossible for us to get cheap chips later.”

"Yes!" Gu Chijiang nodded, "Xinwei Group successfully backdoored Huachuang Xintest to go public, Ancai Paper took advantage of Kumho Group, Century Huatong acquired Tianyou Software and Qiku Network...... The numerous 'reorganization and acquisition' incidents have stimulated the market again and again, how can we not let everyone think that there are opportunities for huge profits here?"

"Plus the current market is in the IPO pause phase again."

"Many companies want to land in A shares, the only way is to reorganize and backdoor."

"Coupled with the current bear market in the market for several years, the market value of these shell resource stocks in the market has generally fallen below the 10 billion mark."

"In order to go public, I paid a price of less than 10 billion."

"Under the suspension of IPO, I believe that many large conglomerates who are eager to go public for financing are willing."

"The logic in this... I only realized it after I listened to you and thought about it carefully. Sure enough...the fund of Fortune Road, the kid named Su from 'Yuhang Investment', although he is young, has no foundation at all." He is deep and has no connections, but his ability to detect opportunities and make decisive shots is really admirable."

Although he is not very good at the hype of market concepts, the hype logic chain it follows, and the use of emotions, it does not prevent him from being extremely optimistic about the hype theme of "restructuring backdoors" at this moment, and even holding heavy positions. A gamble of determination.

Lin Tingzong nodded, and said: "Fortune Road is really too fast. No one in the entire market would have thought that he would be able to... Quickly cut into the line of 'restructuring backdoor', and still occupy the leading position in the hype of this line."

"But actually, thinking about it the other way around..."

"It is precisely because of the participation of Fortune Road that this hype main line has been given vitality."

"That's why there is such a hype on the main line, and there is an opportunity for the market to continue."

"Our capital is not particularly large, so we don't need to occupy a dominant position in the market. We only need to follow the trend and speculate, and we can get very rich profits."

"Although in a sense, Fortune Road is our opponent, but I think... as long as we follow the trend of this fund, we can make money and quickly recover the loss of our fund's net worth, and we are standing on the right trend. In the middle, it doesn't matter, after all, what determines the success or failure of the transaction is only the final profit or not, and the rest is not important."

The so-called black cat or white cat, as long as it can bite mice, is a good cat.

Lin Tingzong believes that in the financial trading market, there is no certain right thing, and there is no fixed opponent. As long as it can make a profit, no matter what trading principles are followed, it is correct.

"Okay!" Gu Chijiang didn't get angry for a while when he saw his ability to improve his opponent, he smiled and said, "Indeed, in the financial market, the ability to make money is the essence, and everything else is imaginary. As long as you can quickly It doesn’t really matter what stocks you buy, whether you follow the trend or not.”

"All right……"

"According to your idea, next... how do we operate?"

Lin Tingzong glanced at the time, seeing that it was almost time for the official transaction, he pondered for a moment, and then quickly said: "From the perspective of the entire call auction process, the style of the entire market has obviously changed from the previous situation where Shanghai is strong and deep is weak. It has become a situation where Shanghai is weak and deep is strong.”

"While Shanghai is weak and deep is strong..."

"It means that the market's landing point is all in the mid- and small-cap stocks."

"I predict that the concept of 'backdoor reorganization' and the 'oversold rebound' market brought about by the spread of this concept will perform well in the future. At least leading stocks will rise by 50%. Secondary concept stocks and ordinary marginal concepts It is entirely possible for the stock to rise by [-] to [-] percent."

"There is also the core concept of 'mobile games' in the direction of the GEM."

"Fortune Road's attack on this concept sector is by no means aimless, and it deserves special attention."

"So, my suggestion is... Next, we will continue to adjust the composition of positions, sell out the core weight of the main board and all the chips on the line of 'Shanghai Free Trade Zone', and attack the hype theme of the concept of 'restructuring backdoor' with heavy positions. And increase the holdings of the two major sectors of the GEM, 'Mobile Games' and 'Film and Television Media'."

"As for the target, in terms of mobile games, Fortune Road's Huaqingbao and Changqu Technology are still the strongest. Regardless of the fundamentals and future expectations, as well as the performance in the third and fourth quarters, there is a huge improvement. And with the concept of 'wealth road', the chasing mood of retail investors will not be low."

"In terms of film and television media, LeTV and Huayi Brothers have obviously stepped out first."

"Although these two checks have risen two or three times in the past, there is still room for future expectations, and LeTV is the only video network platform company listed on the A-share market. I think that with the in-depth development of the Internet, With the further increase in the number of netizens in our country, there is still a lot of room for development, and... I heard that within the group, there is already an idea of ​​extension development."

From the beginning of the year to the present, he has actually been more optimistic about LeTV.

Before that, he also persuaded Gu Chijiang to take a heavy position in this stock, but unfortunately Gu Chijiang hadn't listened much before.

"As for the targets on the line of 'backdoor reorganization', Rongshun, Hilong Software, and Far East are definitely in the first echelon, but the enthusiasm for these checks has been completely fired up, and there are many, many funds scrambling to raise. , we have no chance to buy in a large scale at all, and when they clearly diverge, I am afraid it is often the top again."

"So, under relative conditions, we can only deploy those relatively second-tier shell resource stocks and related concept stocks with restructuring advantages, and we must diversify our investments, buy in a large scale, and then base our stocks on ' When the line of “restructuring backdoors” is constantly being hyped, we will get out of the strong and weak situation, and then gradually eliminate the weak and retain the strong.”

"In short, I think we just have to decisively invest funds in a few clear hype hotspots first."

"Complete the decision to switch positions and swap shares as quickly as possible."

"Then, in the gradual evolution and advancement of the market, we will make detailed adjustments."

"Get in the car first, then make decisions, right?" Gu Chijiang heard Lin Tingzong's meaning, and said with a smile, "We used to be too hesitant, and when opportunities came, it was difficult to seize them. Now... we really can't make the same mistakes as before. Let’s buy it! According to what you said, within a day, we will put all the funds we can use into the few hot spots you mentioned, and then slowly adjust the weight of individual stock positions according to the changes in the market.”

"En!" Lin Tingzong responded.

After that, he immediately ordered all the traders in the trading room to follow his instructions to carry out a comprehensive position adjustment transaction.

At this moment, at 9:30, the two cities, which were temporarily suspended, resumed trading.

Among the strong concepts such as 'restructuring backdoor', 'mobile game', 'film and television media', 'oversold rebound' and other strong concepts, the popular concept stocks immediately ushered in the follow-up of a large amount of buying, such as Haoningda, Weihua Co., Ltd., Zhenghe Co., Ltd., Lianxin Yongyi, Tianrui Instrument, Guangzhi Media, Huashu Media, Huayi Jiaxin, Meisheng Culture, Yaoji Technology, LeTV, Huayi Brothers, Huaqingbao, Changqu Technology... ...and many other stocks all rose in a straight line at the beginning of the session.

Then, right after...

In less than 3 minutes, the duo of 'mobile games', namely, Huaqingbao and Changqu Technology, without the support of any heavy positives, had scrambled for 5 consecutive large orders of [-] lots. It directly touched the daily limit price and was directly blocked by the billion-level funds.

"This……"

Li Meng was stunned for a while when he saw Huaqingbao, Changqu Technology lightning closing board, Yuhang Investment, and the trading room.

When Su Yu saw such a scene and saw that he had just placed an order, before he had time to continue to increase his position, he had lost the opportunity to buy, and was completely blocked by other main funds. The buying channel was also surprised, very surprised!
(End of this chapter)