The investment era of rebirth

Chapter 232 Masukura Completion
Under the overall soaring index, the concept of the two cities' plates...

Whether it is popular concepts such as 'restructuring backdoor', 'mobile game', 'oversold rebound', 'film and television media', 'Apple industry chain' which are enthusiastically sought after by funds, or the 'port' which was abandoned by funds after a huge adjustment in the early stage Concepts related to the "Shanghai Free Trade Zone", such as logistics, real estate, and trade, all formed a relatively good trend this morning. There was no sell-off, only a continuous rebound.

In terms of individual stocks...

The oversold main line stocks of "Shanghai Free Trade Zone", as well as the main line stocks of "restructuring backdoor" and "mobile Internet" have also been taken care of by funds.

All in all, the market trends of the two markets throughout the morning were extremely exciting and strong.

As long as it is during the trading hours, the investors who participate in the buying are basically profitable when the market closes.

"Wow! Today's market trend is really hot, a rare big explosion."

Seeing such a midday closing result, as well as the full-scale explosion of various concept hype hotspots, the retail investors participating in the market on the online stock forum were also excited and excited.

"Suddenly, it's like a bull market overnight, and thousands of shares are rushing to the daily limit!"

"In the entire market, there are nearly 2000 stocks, and more than 1700 of them have risen. It's really random buying, and you can make money."

"Even the guy in Shanghai Stock Exchange, the price limit has been pried open today, which is enough to show how strong the market is in the morning. Sure enough... the small and medium-sized board and the ChiNext are the future."

"Even the Shanghai Stock Exchange Index is about to reverse the decline of last Friday, which is really strong."

"The index has come here, and the upward trend has been fully confirmed, right? The stock index has accurately stepped back on 2100 points. This breakthrough... is really perfect, technically perfect!"

"But on the whole, the GEM index is still going better."

"Well, from a technical analysis, the GEM looks like an old duck's head. If this old duck's head is formed, the height of space opened up in the future is unimaginable."

"A bull market is coming?"

"I don't know, but the market has obviously entered a state where it is easy to rise but hard to fall."

"Well, most of the funds that were waiting to buy bottoms at low prices after the sharp drop in the market last Friday have obviously gone short this round. Overall, the evolution of the market and the trend of the index are indeed stronger than before. Too much out."

"And I feel that the main line of the market has returned to many concept stocks centered on the GEM and the SME board!"

"Yes, yes...Looking at the stocks that rose this morning, in addition to the 'restructuring backdoor' in the oversold and rebounding field, Huaqingbao, Changqu Technology, Huayi Brothers, Fenda Technology, Netspeed Technology, Huake Jincai, Anjie Technology, LeTV... These stocks are all popular stocks that have risen sharply in the early stage. What does this mean? I think it means that the hype style during the period from April to early August, and I'm back!"

"Is the King of the GEM Returning?"

"Sure enough, the theory that the strong are always strong has always been the truth in the stock market."

"It's these stocks. During the wave of rapid growth of the ChiNext index from April to August, they generally rose by at least double. For me who is afraid of heights, I really can only watch."

"Fear of heights is always a miserable person!"

"In the stock market, there is always a truth, that is, cheap chips are worthless, and valuable chips are never cheap. Huaqingbao, Changqu Technology, Netspeed Technology, Fenda Technology, LeTV... these popular stocks Its valuation and stock price seem to be very expensive, and the increase this year is indeed very large, but the changes in its fundamentals, as well as the expected explosion of business scale and performance profits, are still very strong. In general, its cost performance , not looking worse than some of the lower stocks.”

"And, next month, the results of these three quarterly reports will be released one after another."

"I feel that the main funds, launching an all-out offensive at this time, definitely have a great purpose. I guess they are speculating on the third quarter financial reports of these stocks."

"No matter what the reasons and motivations are, just follow the main funds."

"These hot stocks today have so much inflow of funds, especially checks like Huaqingbao, Changqu Technology, and Huayi Brothers, which have an inflow of hundreds of millions of funds. I don't believe that such a large amount of inflow of funds is just to give Those who are still holding positions in high positions will pick up the orders and carry the sedan chairs, and there must be a big market here. "

"Yes, we small retail investors can't see that far, so...just follow the main funds."

"The index is reversed and the market spreads, so it can definitely go up. In this case, I don't know what to worry about? If you don't buy, just follow it without thinking in the afternoon."

"The stocks bought by Fortune Road yesterday have all reached their daily limit today. What can we do in the afternoon?"

"Although the stocks bought by Fortune Road yesterday had their daily limit, there are still many core concept stocks in the concept sector that he bought. The two hot concepts of 'backdoor restructuring' and 'mobile games' will still be the most hyped hot spots in the market."

"Not necessarily, I think there are quite a lot of popular concepts that broke out today."

"Yes, there are a lot, so I don't know how to start at all?"

"Hehe...it looks like a lot, but in fact, there are only two main concept paths for hype, one is the supersold rebound market superimposed by 'restructuring backdoor', and the other is 'mobile Internet'."

"What are the series of hot concepts such as 'mobile games', 'film and television media', 'Apple industry chain', 'mobile payment', 'wearable devices', '4G network construction', and 'Internet finance'? Is it the 'Mobile Internet' hype derived from 'Xinwei Group'?"

"So, in my opinion, there are actually only two hot spots, and only one core leading stock."

"It's a pity that Xinwei Group can't buy it."

"As for the others, as long as you can catch these two hot spots, you can buy whatever you want."

"Okay, Stud in the afternoon, just fuck the fuck, and get back the loss of nearly 40% of the loss of three consecutive limit boards in the Shanghai Stock Exchange."

Everyone is excited and excitedly discussing...

At this moment in the magic city, inside Zexi Investment, in the trading room, Zhou Kan stared at the fixed market of the two markets, and said with emotion: "Mr. If you make another move, I am afraid that the number of chips you bought today will be greatly reduced."

In the early trading, large orders of [-] million yuan were used to rush to raise funds, and the branch line blocked the operation of Huaqingbao and Changqu Technology.

It was their investment by Zexi.

"I didn't expect the market sentiment to pick up and the market to develop so quickly." Xu Xiang said, "This wave of market sentiment was driven by Fortune Road. I'm afraid even they themselves didn't expect the market to develop so fast. Can you build enough chips to hold positions?"

According to the buying volume of Fortune Road on the Dragon and Tiger List yesterday.

Within half a day today, the number of chips he asked Zhou Kan to buy has far exceeded that of Fortune Road.

What's more, he directly named Huaqingbao and Changqu Technology in the early trading, and he has completely grasped the initiative of the concept sector with the strongest hype expectations of "mobile games".

In this way, as long as Fortune Road wants to continue to speculate on this hot concept in the future.

Then he had to continue to enter the arena and carry the sedan chair for him.

"That's for sure." Zhou Kan responded with a smile, "Even if this man named Su from Fortune Road is a real stock god, he can't beat us this time."

"En!" Xu Xiang nodded slightly, paused, and continued, "Our bargaining chips in the 'Shanghai Free Trade Zone' line should have all been withdrawn this morning, right?"

Zhou Kan replied: "The full retreat has been completed."

"That's fine." Xu Xiang said, "Let's fully switch to the market headed by 'GEM'. In the afternoon... use the funds withdrawn from the 'Shanghai Free Trade Zone' line today to continue buying Invest in concept stocks related to 'mobile games', as well as other core constituent stocks of the GEM that are popular in the early stage."

"Looking at today's market, it's not just market hot money that is heavily involved."

"Even institutional funds may have been involved a lot. Otherwise, the market trading volume would not have been placed on such a large volume all of a sudden."

"Okay!" Zhou Kan responded, and then immediately made arrangements.

At the same time, within Yanjing and Anlan Fund, Zhou Guohua, under the proposal of Xie Wanting, also made the same investment strategy deployment, and fully transferred to the GEM's "mobile Internet" direction.

Similarly, within Yuhang and Jingda Investment, Lin Yanzong is also stepping up his buying actions in this direction after seeing through the market changing direction.

Of course, Yanjing, Shanghai, Shenzhen...

Many institutional investors and self-operated investment departments of securities companies, after seeing such market trends and index trends, many smart fund managers have also realized this, and they all think that the market history from April to August will repeat itself. More emphasis on investment in the direction of the GEM.

As the initial capital force driving this market change, it is within Yuhang Investment.

At this moment, Su Yu was counting the results of Masukura in the morning, and his expression seemed quite calm, as if... all changes in the market were under his control.

"How?" Su Yu asked after a pause.

Li Meng reported: "We increased our positions in 26 stocks throughout the morning, with a total increase of 5.6 million funds. Among them, stocks such as LeTV, Huayi Brothers, Fenta Technology, Wangsu Technology, and Tianyu Information have increased their buying volume. , are all around 5000 million, and after increasing the position, the overall position level of our fund has returned to 80%, and the remaining available funds of the current fund are almost 6 million."

"Okay!" Su Yu said, "It can be regarded as basically completing the goal of increasing the position."

"Follow-up..." Li Meng paused.

Su Yu didn't wait for her to finish, and answered with a smile: "It's good to keep the 80% position level in the future, and don't buy the remaining 6 million funds, and save it for support when necessary. After all, the next market The market may not necessarily go exactly as we expected.”

"Sometimes, we need this support fund to provoke emotions at critical moments."

"Then let the main players hold positions, so that they can better reap profits, and even exit the market safely to take profits at the expected high point."

(End of this chapter)