The investment era of rebirth

Chapter 235 The index triples!
Zhou Guohua smiled and continued: "The outbreak of 'mobile Internet' and the full-scale explosion of the 'mobile game' industry are derived from the '4G network' and 'smart terminal equipment'."

"Now, the basic construction of the 4G network has been completed, and the three major operators have initially launched 4G packages."

"The expectations in this field can't be increased, after all, 5G is still too far away."

"However, the field of 'smart terminal equipment' is currently, especially in our country... still in the first half of a full-scale explosion. The wave of smartphone replacements is spreading from the middle and high-end class to the middle and low-end bottom. , Low-end and bottom-level groups are the real majority.”

"In addition to Apple, it has blazed a new path for smart terminal devices."

"Companies in the same industry who are jealous of their profits and their markets in China are full of ambitions."

"In this way, in the vast domestic consumer group market, I don't think the real explosion of smartphone sales has fully arrived."

"So, in my opinion, the current market is in the field of 'smart terminal equipment'."

"Especially the 'Apple Industry Chain' line, which still has great potential for performance explosion and has a very bright future."

Xie Wanting listened to Zhou Guohua's words, pondered for a while, and agreed in her heart, and said with a smile: "The teacher means that we should avoid the hot spot of 'mobile games', and avoid being with Fortune Road and Jiefang South Road. Grabbing food in the same place, and making a large-scale breakthrough in stocks related to the 'Apple industry chain', to grasp the initiative of this line?"

"Yes!" Zhou Guohua nodded and said, "Anjie Technology, OFILM Technology, Goertek Acoustics, Xinwei Communication, Changying Precision, Fenda Technology, Crystal Optoelectronics... the companies in this series of smart terminal equipment manufacturing industry chain, In my opinion, they are all high-quality stocks!"

"It's just that the bargaining chip is not cheap." Xie Wanting said, "Compared with other manufacturing stocks, the valuation is obviously more than doubled, and it is generally at [-] or [-] times PE."

"However, according to the explosive demand of the industry, the performance growth rate of these companies is very likely to be much higher than 5.00%. Importantly, if you blindly care about the valuation, you will always miss many important opportunities.”

"Just like the current..."

"Many institutions shouted that they couldn't understand the continuous hype of 'mobile games', and couldn't understand why the valuations of most of the constituent stocks on the GEM were above 100 times PE."

"They all think that hot money is speculating wildly, as if disrupting the normal order of the market."

"If we don't seriously analyze the industry, don't carefully study the possible performance of the company's future performance, and only use PE to judge the strengths and weaknesses, then we will put the cart before the horse."

"En!" Xie Wanting nodded, "Then follow what the teacher said!"

As soon as her words fell, the time reached 9:30, and the two cities had ushered in the moment of formal bidding after a brief suspension of trading.

only see...

A lot of funds are still attacking in the direction of 'restructuring backdoor' and GEM in the direction of 'mobile Internet' related sectors.

At 9:32, 2 minutes after the official opening, the three major indexes turned red from opening slightly lower. The market trading is still extremely active, and the willingness of funds to chase higher and follow suit is quite strong.

At 9:42, after exhausting a wave of rapidly raising funds, some of the profits accumulated in the market began to take profits decisively. In the past few days, stocks that had risen too much and were not in the core popularity concept field, Under the selling pressure of surging profit-making orders, the stock price showed a trend of rapidly rising and falling.

At 9:47, the three major indexes turned from red to green again and fell underwater.

At 9:51 a.m., the opening was strong. Far East and Rongshun, which came out of the three flat boards, opened the market. The entire "restructuring and backdoor" concept sector, as well as the associated ST sector, and nearly 100 concept stocks showed obvious selling pressure. , The market acceptance was blocked, stock prices fell one after another, sentiment declined, and the market diverged, which was very obvious.

At 9:57, half an hour after the opening of the market, this obvious profit-making selling pressure spread to the entire market. Almost in the past two trading days, the vast majority of stocks that have risen continuously have all There has been a trend of rising and falling, which means that the upward trend has come to an end and the trend has changed.

And at this point in time, the active funds in the market actually showed signs of returning to the 'Shanghai Free Trade Zone'.

For example, the Shanghai Stock Exchange, which fell by around 8 points at the opening, rebounded continuously in almost half an hour, almost turning red.

Then, when the time entered 10 o'clock.

The signs of differentiation and decline between the two cities are becoming more and more obvious.

And the signs of recovery of concept stocks related to the "Shanghai Free Trade Zone" are becoming more and more obvious.

At 10:11, after being hit with three or four limit-down limits in a row, the Shanghai Stock Exchange’s material trade finally turned red in the intraday market and emerged from a relatively strong form. Other companies such as Waigaoqiao and Anxin Trust also opened lower from the opening. The state has risen to the position of the increase range of 3 points.

At 10:22, Hilong Software fell from a high opening to a 3.5% decline, which further brought down the sentiment of the concept sector of "restructuring and backdooring", causing more and more stocks in this concept sector to fall back.

At 10:35, the 'mobile game', which is the core concept sector of the GEM, also dropped significantly. Huaqingbao and Changqu Technology, two 'mobile game' duo concept stocks, the hottest stocks with the highest attention in the market, appeared huge Shock, disc divergence is obvious.

At 10:43, the GEM index and the small and medium-sized board index extended their declines to 0.75%, while the Shanghai stock index remained around flat.

At 10:55, Huayi Brothers, the core stock of 'film and television media', which had a 30% increase in three trading days due to the favorable acquisition, had its daily limit smashed by profit-making funds, and there was a crash.

At 11:04, the GEM index and the small and medium-sized board index expanded to 1%. Many popular concept sectors that broke out yesterday showed obvious outflow of funds.

At 11:21, LeTV.com fell by more than 5%, sharply reversing its previous gains.

At 11:30, when the market closes at noon...

The ChiNext index fell by 1.2%; the small and medium-sized board index fell more than the ChiNext index, reaching 1.63%; the Shanghai stock index fell by 0.48%. The market reversed again today after two days of weak Shanghai and deep strength.

The performance of the concept sector, and its individual stocks.

The concepts related to the "Shanghai Free Trade Zone" have rebounded, and it seems that they have bottomed out in the short term; There has also been a significant decline in the field, and the discrepancies between the disks have increased significantly.

Among them, among the popular stocks, Shanghai Material Trade bottomed out and turned red, up 1.13%; Xinwei Group continued to shrink its daily limit; Rongshun shares rose by 1% in the last 8.89 minutes of midday trading; Ups and downs, a decrease of 2.11%; Huayi Brothers fried board, an increase of 7.89%...

Overall, the entire market continued the downward trend at the end of yesterday.

It strangled a group of hot money and retail investors chasing up the concept of 'restructuring backdoor' and popular concept stocks on the GEM.

At the same time, the entire market has also stepped out of a more obvious sense of hierarchy, a few concept leaders maintained their strength, and most concept stocks fell into adjustment.

And when it was afternoon...

Compared with the performance of the market in the morning, it was completely reversed.

At 1:11, among the two markets that were under adjustment, Anjie Technology, O-Film Technology, Goertek, Xinwei Communication, Changying Precision, Fenda Technology, Crystal Optoelectronics, etc., a number of stocks in the "Apple Industry Chain" , encountered a strong financial attack, and the stock price rose in a straight line.

Subsequently, at 1:12, Fenda Technology once again rose by the limit, and the stock price reached 44.58 yuan, which was just one step away from the historical high set in the previous period, and the market value basically broke through the 70 billion mark without any hindrance. The investment sentiment has been saved again.

Driven by Fenda Technology...

At 1:14, the entire 'Apple Industry Chain' concept sector underwent a further comprehensive change, and its sector rose to become the leading sector in the two cities.

At 1:18, after the market confirmed that Fenta Technology had completely sealed the daily limit, and with the expectation of continuing to hit record highs and opening up new stock price heights, many of the previously adjusted core high-level hot stocks on the GEM also ushered in a sum of money. Another major capital attack.

Then, at 1:23, Hua Qingbao and Changqu Technology jumped up from the water, and became popular with lightning.

At 1:25, as the "Apple Industry Chain" sector increased and the concept of "Mobile Games" was once again favored by major funds, the ChiNext Index quickly became popular.

At 1:36, Huayi Brothers bought another large order of [-] million yuan, and the daily limit was closed, and the transaction volume continued to increase year-on-year.

At 1:47, the stocks related to the concept of "Shanghai Free Trade Zone" once again surged and fell back, forming an obvious seesaw effect with the rebound of the Growth Enterprise Market.

At 1:53, the increase in the concept sector of the 'Apple Industry Chain' expanded to 3%, and the net inflow of main funds in the sector exceeded 3 million. In addition to Fenda Technology, OFILM Technology also hit the daily limit. , magnified almost twice.

At 2:01, when the time entered the last hour of late trading.

The GEM index has fully recovered the dive in the morning, and the index has reached a new high in the day, and has the momentum to continue to hit upwards, and the increase is gradually approaching the position of 1%.

At the same time, the "Apple Industry Chain" concept sector, the "Mobile Game" concept sector, the "Film and Television Media" concept sector, and even the core concept sectors of the GEM such as "Internet Finance" rebounded across the board, and the core popular stocks are even more Contrary to the divergence and weak form in the morning, it showed a trend of rising volume and price.

At 2:11, the Growth Enterprise Market Index rose by 1%, and the index returned to the 1180 position.

At 2:23, the active funds of the two cities further converged in the direction of the GEM, such as Huaqingbao, Changqu Technology, LeTV, Huayi Brothers, Anjie Technology, Xinwei Communication, Netspeed Technology, Huake Jincai, and Flush A series of early-stage popular weighted stocks such as Dongfang Fortune, etc., have been snapped up by many tens of millions of orders, and their stock prices have been rising steadily.

Of course, at this stage, the concepts related to 'restructuring and backdooring', which were as strong as the hot topics related to the ChiNext Board, were also encountered in the morning, and related concept stocks did not show a strong rebound trend.

Except for a few four or five core concept stocks, in the rebound of the GEM, they recovered the decline in the morning dive.

The rest seemed relatively weak, almost recovering only half of the drop in the morning dive, and then lost momentum, continued to oscillate, and couldn't go up at all.

At 2:37, this phenomenon became more and more obvious, and the market evolved, and it further converged on the popular leading concept stocks and the core constituent stocks of the GEM.

Finally, when the market closed at 3 o'clock, the ChiNext Index closed at the highest point of the day at 1187.26 points, up 1.53%, achieving three consecutive positives. On the K-line form, it showed a bald and large entity positive line with a lower shadow line, and continued to rebound The trend has greatly impacted 1200 points, returning to the momentum of the previous subversion.

Except for the ChiNext Index, the Shanghai Stock Exchange Index only rose by 0.72% in the end, still lagging far behind the ChiNext Index.

The increase of the small and medium-sized board index was fixed at 0.98%, which also lagged behind the GEM index by a large margin.

Concept plate, and its individual stocks.

The concepts related to the 'Shanghai Free Trade Zone' and its stocks rebounded slightly compared to yesterday. Among them, the Shanghai Stock Exchange's material trade fell by 1.35%, and finally stabilized.

The concepts related to 'restructuring and backdooring' and their stocks have fallen back significantly compared to yesterday. Except for a few concept leaders such as Far East, Xinwei Group, and Rongshun, which are still strong and survived, the others... basically underperformed index.

The concepts related to 'Pan-Mobile Internet' and its stocks have exploded more intensely than yesterday. In particular, the 'Apple Industry Chain' has come out, attracting a huge amount of funds to enter the market, leading the GEM, and its The banner of the rebound of popular core stocks related to the GEM continues to open up room for speculation.

After the market closes...

The majority of investors are both surprised and delighted by the performance of the market today.

After all, before the market trend in the afternoon, few people can guess that the index will go higher today, and it is even more difficult to predict that the market will be further concentrated in the direction of the ChiNext.

Of course, amidst the surprises of countless people, everyone is also extremely curious about the huge main force that will attack the "Apple industry chain" in the afternoon.

After all, if it weren't for the leadership of that stock of funds, maybe the market in the afternoon would have plummeted.

Among these extremely curious people, Su Yu sat in the company's trading room, and after a brief review, he was equally curious about this fund attacking the 'Apple industry chain'.

(End of this chapter)