The investment era of rebirth

Chapter 236 One quarter, 10 times the performance!
"This fund is interesting!"

Su Yu pondered for a moment, and said with emotion: "The timing and direction of the attack are quite precise, and the conceptual field of 'mobile Internet', the main line of hype, has been fully opened up, so that the active funds in the market have gathered all the relevant cores of the GEM. Conceptually, it has completed the transformation of market conditions from divergence of multiple hype main lines to consistency."

"It's quite powerful!" Sitting next to Su Yu, Li Meng also nodded in response, "It's a bit like what you once said, 'four or two to pull a thousand catties'. This stock of funds is at the right time and at the right emotional node. Mainly attack a sector, Provoking the mainline market is really a reversal of the market.”

"Well, let's take a look at the Dragon and Tiger List later." Su Yu said, "This fund is worth our attention in the future."

After the provocation of this stock of funds, and the final performance of today's market, the market has changed from a multi-sided market to a one-sided market.

And this one side is the concept of 'Pan Mobile Internet' with GEM as the core.

In other words, from this moment on, the main line of the market has completely shifted from the previous "Shanghai Free Trade Zone" to the hype of the "new economy" concept of the Growth Enterprise Market, that is, it has returned to the previous path of hype.

In the follow-up, there is a high probability that the market will continue to deepen and advance on this hype path.

Then, until the expectation of this line is exhausted, or under the influence of external positive and negative factors, a new market switching node arrives.

Generally speaking, after the intertwining and various switching of the market in these three trading days, the entire market has returned to the market development path from April to July.

In the short conversation between the two, and in the reports of the traders summarizing today's transactions.

At 5:[-] in the afternoon, the new dragon and tiger list was announced.

I saw that there are many popular concept stocks on the list, among which the most eye-catching ones are Fenda Technology, Anjie Technology, Shanghai Stock Exchange, Huayi Brothers, Far East Shares, Rongshun Shares, etc.

According to the rankings of Fenda Technology and Anjie Technology, Yanjing Minghua Road of Huaxin Securities is the main buy.

According to the Shanghai Stock Exchange Dragon and Tiger List, yesterday’s bottom-hunting hot money in the Shenzhen market made T, and a lot of Zhejiang hot money got involved. The overall trading volume was relatively balanced, and no single company was dominant.

Huayi Brothers' Dragon and Tiger List shows that First Securities Shenzhen Huaxin Road Branch is continuing to buy, and Fortune Road is also continuing to buy.

The Dragon and Tiger Lists of the two stocks of Far East Stock and Rongshun Stock show that Fortune Road is selling, while the hot money of the "Giant Whale Gang" in the magic city is buying, and they have taken Fortune Road's offer.

"Huaxin Securities Yanjing Minghua Road Sales Department!"

When Su Yu saw the published data of the Dragon and Tiger List, he was surprised again: "It's this fund again. It seems that a person who has long been famous in this market should not be underestimated. This Zhou Guohua who is in charge of the Anlan Fund Sir, if there is a chance in the future... we need to get to know each other."

And with his emotions...

At this moment in the magic city, Zexi invests in the interior and in the trading room.

Xu Xiang also showed a look of surprise when he saw such data on the Dragon and Tiger List: "It's surprising that Ge Hongbin and Su are still adding to the check from Huayi Brothers, and Huaxin Securities Yanjing Minghua It is worth noting that this channel of funds has accurately followed the trend several times.”

"It's good if Lao Ge doesn't make a move, but if he makes a move, he will definitely make a big move." Zhou Kan said next to Xu Xiang, "And he is usually not a short-term investment."

"The data of the Dragon and Tiger Rankings like Huayi Brothers..."

"It is enough to show that Su and Lao Ge are quite optimistic about the future of this check."

"It's a pity that we don't have enough leverage on this check. It's too late to intervene at this time."

"The point is not this stock." Xu Xiang pondered for a while, then said, "It's whether Huayi Brothers can drive the entire 'film and television media' sector, and... I've been thinking about the future of 'film and television media'. Where is the expected logic of industry demand explosion and performance explosion?"

"If you don't understand this problem, if you intervene rashly, you won't be able to hold the bargaining chip and make money."

"As you said, we are familiar with Lao Ge's operating ideas. The stocks and industries he likes should have some underlying logic in them."

"You ask Director Qiao to collect more information about this industry and various internal information."

"Since market funds have chosen this field, we have to pay attention even if we can't figure out the logic of the hype."

"Okay!" Zhou Kan quickly responded.

"Oh, by the way, what's the overall situation of increasing positions today?" Xu Xiang paused, and then said, "The market refuses to adjust, and today's market conditions have shifted to the unilateral main line, the paths of various capital attacks, and the market Expectations are becoming clearer and clearer, I guess... the next market should officially break through upwards and take the main upward trend.”

"This probably is……"

"It should be the last wave of major market this year, right?"

"Seizing this wave of market conditions, the performance of our Zexi Investment should be unique in the domestic private equity industry, especially in the private equity scale of tens of billions."

"According to the original plan, the increase in positions has basically been completed." Zhou Kan replied, "Our main target of holding positions is mainly in the core stocks of 'mobile games' and 'mobile Internet' as originally planned."

"That's good!" Xu Xiang nodded, "Next... just wait for the harvest."

"Wealth Road..." Zhou Kan paused.

Xu Xiang smiled, interrupted Zhou Kan, and said: "Don't worry about this kid surnamed Su, this time he has a two-pronged layout. On the line of 'restructuring backdoors', he should still hold a lot of bargaining chips before it's too late." Withdrew, and when he fully took profits on the line of 'restructuring backdoor' and exited the market, he would not be able to catch up with the main line of the GEM."

"The market in the past few days has been chaotic, with mixed concepts and large differences."

"I guess, the surnamed Su himself didn't expect the vigorous concept of 'reorganization and backdoor'. In two or three trading days, there will be a situation of following the tide of capital ebb and full differentiation?"

"Ha ha……"

"The amount of funds is large, and short-term speculation is not so easy. You must know how to choose opportunities."

"If he is still like before, wanting to occupy any concept hotspot, wanting to eat any meat, I'm afraid...there will be no profit miracle like before."

The investment strategies and operating methods of small funds and large funds are completely different.

Chasing emotions, people who are super short and strong may not be able to control the investment of large amounts of funds.

This fact has been verified countless times in the market. For example, many short-term top players in the market who have five times or ten times a year, once the amount of trading funds reaches the billion level, or even billions level, it will be impossible to trade at all. Then copy the previous profit miracle.

Even many people are comfortable with small capital operations.

But after trading large funds, it is difficult to maintain pure profits.

Xu Xiang admitted that Fortune Road's funds are very good at grasping short-term market sentiment and hyping hot concepts, but he doesn't think that the other party has the strength to trade billions or even tens of billions of funds.

after all……

Again, the larger the amount of funds, the more you must know how to choose opportunities.

And this point, without five years or even more than ten years of market experience, without going through several rounds of bulls and bears, and the baptism of various extreme market conditions, you will not understand, and it is difficult to do it, because when you enter the financial market, you see Opportunity, driven by profit, it is very difficult to hold back the greed in my heart.

He also experienced several rounds of failures before he realized this truth.

For a trader in charge of a large amount of funds, skill and technology are not the first elements of survival in the stock market, but patience and opportunity selection are!
"Yeah!" Zhou Kan nodded, "The kid named Su on Fortune Road is still too young after all. In the market, those who double in one year are like crucian carp crossing the river, but those who double in five years are like a few Morningstar, if you can’t manage large funds, no matter how powerful the ultra-short-term and short-term technology is, its achievements will be very limited.”

Between the two of them discussing...

In the market at this time, among the majority of retail investors.

Everyone's interpretation of such data on the Dragon and Tiger List and today's market is also in full swing and intense.

At the same time, the major financial media have also given quite positive comments on the market trend. The voice of "starting the bull market" is still heard in the news reports of the media. Everyone continued to hype.

And under this rather loose regulatory mechanism.

Under the endless reports and endless publicity in the financial media.

In the case that the market itself has a good profit-making effect, the main line of speculation is clear, and hot money and institutions are actively participating.

The inflow of incremental funds in the market has accelerated significantly...

From September 9th to September 17th, when the market closed on Monday, the index continued to go out of the six-line positive trend, and the Shanghai stock index stood at 9 points stably, and the GEM index directly stood at 24 points, which is a distance from the previous period. A new high is still one step away.

During this period, whether it is an individual stock or an index.

Both showed a trend of rising volume and price.

The turnover of the two cities once reached a height of 1314.76 billion. Compared with the lowest turnover of 3 billion in the two cities in March and April, it can be said to be magnified by five times.

Of course, during this time...

As the core of the hype, the core concept stocks related to "pan-mobile Internet" have directly stepped out of a wave of beautiful main rises, hitting new highs in the previous period and new highs in history.

For example, Huaqingbao and Changqu Technology have all broken record highs, especially the check of Huaqingbao. The stock price once broke through the price of 60 yuan. Compared with the low point of the year, it has increased by nearly 5 times.

At this stage, Wangsu Technology's stock price has broken through more than 90 yuan, and its market value has reached around 180 billion, becoming the real core weight of the GEM constituent stocks.

During this stage, Fenta Technology’s stock price has also soared all the way to the 60 yuan mark, breaking through a record high, and at a high level, not only was it sought after by hot money from various markets, even institutions increased their positions substantially, and the general manager of the company’s products , even on social media, for their own company, they shouted a three-year goal of [-] billion.

Huayi Brothers’ wholly-owned acquisition of Yinhan Technology has been fully implemented; and LeTV’s move to enter smart TVs and build a smart ecological platform is also being gradually implemented. The new high has driven the entire "film and television media" sector to advance by leaps and bounds.

Anjie Technology, Xinwei Communication, O-Film Technology, Goertek and other "Apple Industry Chain" stocks continue to welcome the news bombardment of the newly listed Apple smartphones and the continued boom in sales of wearable smart electronic products. Come the common attack of hot money and institutions, in the index Lianyang, set off a wave of extreme hype of the "Apple concept".

The stock of Xinwei Group embraced the "4G concept" in the fiery hype of the market after the tide of "reorganization and backdoor" receded, and continued to maintain a continuous board situation without releasing the slightest amount of energy.

Facing such an imposing market trend...

The 'Yuhang No. 1' fund managed by Su Yu, even if it only maintains around the 80% position line, after six consecutive trading days of Lianyang, it still achieved 6% of the overall profit, and the net value of the fund from liquidation 'Shanghai Free Trade Zone' was 25 at the time of the main line of speculation, and it rose to 8.02. The overall size of the fund reached 10.02 billion, completing the 40.08-fold growth goal at the initial stage.

"President Su, the net value of our company's fund... has increased to 10 times."

Seeing the frozen market conditions and the mighty 40.08 billion total market value of the fund's main account, Li Meng felt extremely shocked in his heart, and reported to Su Yu with a smile.

"Has the net worth exceeded 10?" Su Yu's expression was quite shocked when he heard this, "Since that's the case... then our goal in the first stage has been completed, and coupled with the current market hype path, it has become a clear card. We can disclose the fund's net value and holdings data on time."

"at the same time……"

Su Yu paused, and continued: "It's time to implement the fundraising work for the second fund."

"Reveal now?" Li Meng hesitated.

"Yes!" Su Yu said, "The stocks we hold are basically clear cards. Funds from all walks of life are gathered, and the plates are not small. We are not afraid of being attacked by others, and we are going to implement the fundraising work of the second fund. Then we have to use the NAV performance of the first fund to build momentum.”

Su Yu laughed and said, "In one quarter, 4 million starting hands, 10 times net worth performance."

"I think... this is unique in the entire market this year, right?"

"Coupled with the recent media hype of 'bull market set sail', the market is indeed going well. The three major indexes of the Shanghai Stock Exchange Index, the Shenzhen Stock Exchange Index, and the ChiNext Index, both technically and emotionally, have come out of a strong market. Breakthrough, the state where the upward trend is accelerating."

"That is to say, investors from all walks of life who believe in the 'bull market set sail', including the majority of retail investors."

"They are all stepping up to enter the market."

"I heard that in the past two days, people from Huaxin Securities' Fusheng Road Sales Department and Huashang Securities' Fortune Road Sales Department have queued up to open accounts. In particular, the number of people who have opened the trading authority on the ChiNext has increased dramatically."

"Under such sentiments, the 'bull market' rhetoric is already very strong."

"With the help of this sentiment and market performance, as well as the net worth performance of our first fund, the fundraising of the second fund will definitely exceed expectations."

"Okay!" Li Meng nodded, "Then I will disclose it on time."

After finishing speaking, Li Meng fully disclosed the hidden fund net value curve, net value, position data, etc. to investors of the 'Yuhang No. 1' fund.

At the same time, as the net value of the 'Yuhang No. 1' fund was made public.

Its net worth ranking on the list of domestic private equity funds has jumped from a dozen or so funds of the same size to the number one position on the list, and its disclosed net worth far exceeds that of the second-ranked 'Manniu No. 1' fund, showing a The posture of riding the dust.

"Fuck, 10.02 net worth performance!"

During the disclosure of the net value of the 'Yuhang No. 1' fund, all investors who invested in the 'Yuhang No. 1' fund, as well as the entire domestic private equity investment community, and even all the practitioners in the entire domestic fund industry, were extremely heartbroken and exclaimed In, unbelievable at all!
PS: There is only one chapter today, so I will take a look at the thoughts behind, listen to comprehensive suggestions, and speed up some story plots and rhythms! (A chapter should be added tomorrow!)

(End of this chapter)