The investment era of rebirth

Chapter 231 Strikes All Fronts!

"Huaqingbao and Changqu Technology, is there any major benefit?"

After a brief astonishment, Li Meng came back to his senses, and said in surprise: "The raising speed is too fast, this rush to raise funds doesn't care about the cost at all!"

"There may not be any major benefits." Su Yu stared at the two stocks of Huaqingbao and Changqu Technology that had already reached their daily limit, as well as the mobile phones of Meisheng Culture, Yaoji Technology, and Huayi Jiaxin, which were still moving up. "Game" concept stocks, replied, "It may also be a positive industry, which leads to a change in market expectations."

With the popularization of 4G network and the comprehensive upgrading of smart phones.

Since March and April, the 'mobile game' industry has been on the cusp of both performance and scale, and new games with a monthly turnover of tens of millions have emerged in an endless stream.

Today, although the core concept stocks of this concept hotspot are not low.

But overall, its future expectations are still strong, and the performance and business scale of related core companies are still on the road of double explosion.

Therefore, in the case of this concept hotspot and industry sector, it has been adjusted for more than a month.

As long as there is a turmoil in the industry and funds are gathered, it is not uncommon to hype in this direction on a large scale.

After all, there are smart people in the market, and there are not many smart funds.

If he can detect such an opportunity and increase his position vigorously, then... when the market style has changed significantly, other major funds that are only one step behind him will definitely be able to do so after a rough market analysis. Perceive opportunities in this direction.

In this way, it is not difficult to understand the quick move to grab funds.

"Then... what should we do?" Li Meng asked, "Our positions in the two stocks of Huaqingbao and Changqu Technology have not reached the position we expected to increase their positions."

"There is no need to be obsessed with these two checks." Su Yu said, "There are one or two hundred concept stocks in the field of 'Pan Mobile Internet', and there are dozens or hundreds of core stocks. Since the two checks of Huaqingbao and Changqu Technology If it’s not easy to buy, then just add the funds originally used to increase the two checks to other core concept stocks.”

"The explosion of the mobile Internet has opened up an industry space that is not limited to the field of 'mobile games'."

"From 4G network construction, to mobile smart terminal equipment, to 'mobile payment', 'Internet finance', 'new media' and many other conceptual fields, all belong to the main line of 'pan-mobile Internet', and the market drive of the whole main line, It must be that all the straight lines are linked at the same time, so that there will be a continuous market and a continuous profit-making effect.”

"So, although the two checks of Huaqingbao and Changqu Technology have exceeded our expectations, they have stepped out of the adjustment situation ahead of schedule, making it impossible for us to better follow up the bargaining chips and complete the established increase in the two stocks. Plan, but the overall As far as we are concerned, these two checks have little impact on our overall investment strategy."

"Okay!" Li Meng replied, "Then I will add the increased funds from these two checks to Fenda Technology and Netspeed Technology. After all, apart from the concept of 'mobile games', Fenda Technology and Netspeed Wangsu Technology should be the stock with the most stable chip structure, the strongest fundamental expectations, and the highest popularity and capital attention in the 4G network construction and smart terminal equipment development you mentioned.”

"Yes!" Su Yu replied, "After the new launch of the Apple smart watch, sales have been overwhelming for several months. Fenda Technology has obvious technical accumulation on this track, and it also has close cooperation with Apple. , and new products are about to go on sale, and in the future, regardless of the performance and business expansion scale, it is still easy to exceed expectations.”

"As for Netspeed Technology, let alone under the background of 4G network construction, it has always been a favorite stock of institutions in the past six months. In the past two months, other related concept stocks have retreated by more than 20%. 30% of the time, this guy...hasn't fallen much."

"Oh, and..."

Su Yu paused, and then said: "The direction of the market change is becoming clearer and clearer. No matter which branch line increases the position, we can't have the slightest hesitation."

"On the basis of selling orders and buying on the market, many "pan-mobile Internet" concept fields such as 'Internet Finance', 'Film and Television Media', 'Wearable Devices', 'Mobile Payment', 'Information Network Construction', 'Apple Industry Chain', etc. It’s time to hit the ground running.”

The change in the wind direction of the market came much faster than he expected.

From the main funds that are rushing to raise the core concept stocks of "mobile games" just now, it can be seen that... many smart funds in the market have realized the substantial direction of market conversion, and they are centered on small and medium-cap stocks GEM, SME board.

At the same time, it is also aware of the main line of the big concept of 'mobile Internet'.

I am afraid that it will carry large-scale funds in the market and become a market opportunity with relatively strong sustainability and relatively large profit-making effect.

In essence, the change in the direction of the market as a whole was caused by him increasing his position and buying with large-scale funds.

Therefore, he will definitely not tolerate stalls where the market has already shown signs of an outbreak.

On the contrary, because of his hesitation and lack of reaction, other main funds took the lead and took the initiative to hype the main market.

"Okay!" Li Meng nodded.

Then, he immediately ordered the traders to attack across the board against the market's sell orders on the target stock market.

And with their rapid buy-in...

Hundreds of millions or even billions of funds have been poured into the disks of many individual stocks, such as LeTV, Huayi Brothers, Netspeed Technology, Fenda Technology, Oriental Fortune, Flush, Tianyu Information, Huake Jincai, Xinwei Communication , Goertek, O-Film Technology, Anjie Technology... and other [-] or [-] concept stocks have experienced obvious changes.

And at the same time, the concept of 'mobile game' exploded in an all-round way.

Many related concept stocks such as Meisheng Culture, Yaoji Technology, Huayi Jiaxin, etc., led by Huaqingbao and Changqu Technology, which have already reached their daily limit, have also increased by more than 5%, resulting in the overall increase of the concept sector of 'mobile games' It exceeded 3.5%, directly surpassing the increase in the reorganization concept sector, and became the first leading sector in the two cities.

Of course, during this period, reorganization and concept stocks related to shell resources also broke out continuously.

Among them, Zhenghe shares, Weihua shares, and Sanlaida also touched the daily limit. The entire shell resource concept stock, the number of daily limit, broke through to a terrifying number of 8 stocks in just ten minutes after the opening of the market.

Then, at 9:52.

The speculation sentiment spread to the ST sector again. Of the nearly 50 ST stocks, more than 6 touched the daily limit.

At 9:55, both the small and medium-sized board index and the gem index rose by more than 1.5% again. At this time, the stock index rose by only 0.46%, seriously lagging behind the Shenzhen index and the gem index. The interpretation of small-cap stocks completely isolates blue-chip stocks and large-cap stocks.

Then, the trading time entered 10 o'clock.

The main funds for fully attacking the concept of "reorganization and backdoor" and the concept of "mobile games" have far exceeded the growth rate of other concept sectors in the market, and the core concept stocks are all going straight to the daily limit, and there is no room for speculation. , All kinds of funds began to overflow from these two concepts, and went deeper into the concepts of 'oversold rebound' and 'film and television media' which are more closely linked with these two concepts.

So, around 10:10.

Many mid- and small-cap stocks that were oversold have ushered in a relatively large rise; in the film and television media concept sector, stocks that are relatively active and have good fundamentals, such as LeTV, Huayi Brothers, Guanglimited Media, Huaxin Numerous media, Tianzhou Culture and other stocks also ushered in a large amount of funds to follow up, and their stock prices continued to rise.

At 10:15, the GEM index hit a 1.8% increase, standing at 1160 points, completely reversing last Friday's decline, while the difference between the Shanghai index and the ChiNext index still maintained an increase of more than 1%.

At 10:21, after the outbreak of the film and television media, concept stocks related to the "Apple Industry Chain" also received a lot of funds to raise funds. Among them, Fenda Technology took the lead in raising the limit, and the stock price returned to the 40 mark, and the market value also reached 65 again. More than 12 million, only [-]% away from the historical high set in the previous period.

At 10:33, LeTV and Huayi Brothers rose by more than 5% again, and the turnover exceeded 1.3 million, which continued to increase significantly. At this time, the Growth Enterprise Market rose by more than 2%, and the momentum was like a rainbow, showing the return of the king. .

At 10:43, the concept of 'backdoor restructuring' and the total daily limit stocks in the ST sector exceeded 20, and the overall investment sentiment reached a climax.

At 10:48, it fell sharply continuously, and within a few days, the core concept stocks of the "Shanghai Free Trade Zone" with an overall decline of more than 20% ushered in some funds to buy bottoms, Waigaoqiao became the first to become popular, and then Anxin Trust also from Underwater became popular, only the Shanghai Stock Exchange was still sealed on the limit-down board, becoming one of the few stocks with a limit-down limit on the decline list of the two cities.

At 10:55, the first wave of funds began to pry the material trade in Shanghai Stock Exchange, but after the inflow of nearly 3000 million main buying funds, it did not pry the market. Instead, it was like a mud cow entering the sea, without causing any waves.

At 10:59, due to the impact of the "financial reform" and the rebound of the GEM in the past two days, the "Internet Finance" sector, which has been relatively weak, has changed. Huake Financial led the rise. The increase rose from 3% within a few minutes. The increase was close, and it jumped to more than 7%, which is likely to hit the daily limit.

At 11:06, the growth rate of the ChiNext Index further expanded to 2.3%, and the small and medium-sized board index also expanded to more than 2%. At this time, the growth rate of the Shanghai Index passively climbed to about 1%.

At 11:15, 85% of the stocks in the two cities rose, and the general rise situation reappeared, and the half-day turnover once again broke through to a high of 600 billion.

At 11:21, the second wave of funds pried the Shanghai Stock Exchange.

A series of 3 million large orders of funds poured into the Shanghai stock market, and then... with the help of the fiery investment sentiment in the market, they successfully pried off the limit, causing its stock price to rush to the sky from the highest point, and two After the limit down, it ushered in a rapid rebound.

At 11:22, the turnover of the material trade in the Shanghai stock market instantly increased to more than 8 million.

11:25, 5 minutes before the market closes at noon.

Huayi Brothers hit the daily limit position, the stock price reached 33.48 yuan, a new record high, and the market value exceeded 150 billion for the first time, becoming one of the few industry giants in the "film and television media" industry sector with a market value of more than 150 billion.

11:27, 3 minutes before the market closes at noon.

The stock price of Netspeed Technology has also officially broken through the 70 yuan mark, and its market value has entered more than 140 billion, setting a new record high.

In the end, at 11:30, the stock index rose at 1.26%, the GEM index at 2.48%, the SME board index at 2.22%, and the Shenzhen index at 1.96%. There was a lot of volume yesterday.

(End of this chapter)