The investment era of rebirth

Chapter 257

As for the "market IPO" that Su Yu is concerned about and intends to build a position on, the relevant concept sector and its stocks will be restarted.

At this moment, there is no performance.

Securities, banking, insurance and other large financial sectors sank to the bottom, still underperforming the market index, and opened slightly higher; the venture capital concept sector was slightly better than the large financial sector, but still underperformed the market index. No active funds and main funds, pay attention to these areas.

Of course, except for the two hot and cold areas.

In another area, during the post-holiday call auction period, there was a phenomenon of fund gathering and speculation.

That is the concept of reorganization and backdoor that has been hyped before and then quickly ebbed. After all, since the resumption of trading, Xinwei Group has gone through 12 consecutive boards, and the market value has directly broken through the trend of 500 billion, which has clearly exceeded the market's expectations for this stock. Once it drove the changes in its related sectors and concept stocks.

Faced with such a situation of the opening of the two cities...

The majority of investors, whether they are on the market or off the market, are all joyful and excited.

After all, after the long National Day holiday, the group of investors who held positions got off to a good start and received holiday red envelopes; while the group of investors who did not hold positions, or did not hold enough positions before the holiday, and were eager to enter the market, did not open more than In 1% of the cases, I feel that I have picked it up, and I can enter the market to grab chips more smoothly.

"The index is ten consecutive positive, the bull market is really here!"

Some retail investors sighed excitedly in such an opening situation.

"The last time the index went out of the trend of ten consecutive suns, was it in 07? Haha...Thinking about it now, it seems like a lifetime ago."

"The turnover of the two cities has increased year-on-year. Both inside and outside the market are positive everywhere. I also feel that the bull market is coming!"

"Yes, yes, the signal released by the regulatory authorities during the National Day is also quite clear."

"Before the festival, all major institutions rushed to raise funds, and the Shanghai stock index has completely walked out of the big pit in June and stood at 6 points. It really feels like a bull market."

"It must be a bull market. Look at the Growth Enterprise Market. This year's growth rate has almost doubled!"

"Hey, I should have known..."

"Don't say anything, I knew it earlier, it's not too late now."

"The two main lines of 'mobile Internet' and 'smartphone industry chain' are really fierce, and the relevant core stocks are really heading north all the way, never going back, and making new highs every day!"

"Obviously, the driving core of this round of bull market lies in the Growth Enterprise Market."

"Then Huaqingbao, Changqu Technology, Fenda Technology and other stocks, can I still buy them? I have been looking at these stocks for a long time, and the results are getting higher and higher. I really regret not buying them earlier."

"It's definitely possible. 'Mobile games' are a huge investment outlet in the future."

"Yes, yes, I haven't seen Penguin, an Internet giant, and has started to cooperate with Hua Qingbao? The current market value of this check is only about 100 billion, and there is still a lot of room for it."

"The stock price of Huaqingbao is still a little short of 80 yuan. Let's see... In the following two months, the stock price of this check will definitely catch up with Internet Speed ​​Technology and become the most expensive stock on the GEM."

"I am also optimistic about the share price of Huaqingbao over Wangsu Technology."

"After all, I got on the bus of Goose Factory, and stood on the trend of 'mobile games'. The performance also showed a strong doubling and explosive state. With so many benefits and future expectations, the stock price doubled by 10 times, becoming a bull market. Your first 10-fold stock, isn’t it too much?”

"The bear market focuses on quality, while the bull market focuses on momentum. Huaqingbao is 10 times expected. It's really no joke."

"Not only Huaqingbao, but stocks such as Changqu Technology, Fenda Technology, Wangsu Technology, Tianyu Information, and LeTV all have 10 times expectations?"

"Looking at the position data released by 'Yuhang Investment' Fortune Road, they also have a heavy position here!"

"Yes, depending on the situation, Fortune Road is very optimistic about the two main market trends of 'Mobile Internet' and 'Smartphone Industry Chain'. The entire 'Yuhang No. 1' fund's holdings, 75% of the weight, are in these two major markets. above the mainline."

"It's a pity that the 'Yuhang No. 1' fund has now closed its position data and net worth. Otherwise, it will be difficult to lose money if it dynamically adjusts its positions following Fortune Road?"

"What are you thinking? How can there be such a good thing in the world!"

"I still want to dynamically adjust positions with Fortune Road, but is this possible?"

"There is no such thing as a free lunch in the world, so don't think about such things. In fact... as long as you know that Fortune Road is firmly optimistic about the two major market trends of 'mobile Internet' and 'smart phone industry chain', it is enough. According to the past With experience, bull stocks are going to die, and the road to wealth will not come out, and I will not!"

"Yes, yes, a bear market takes a bite and leaves, but a bull market requires holding stocks to make a profit."

"It's nothing to say, continue to chase the core stocks of the two main lines of 'mobile Internet' and 'smartphone industry chain', the bull market is coming... The more you go, the more scarce the chips for core stocks will be."

Intense discussions among the broad investor community...

The short pause of 5 minutes has passed quickly, and at 9:30, the market ushered in official trading.

At the moment when individual stocks in the two cities began to fluctuate, as the absolute core hot lines of the market, concept sectors related to 'mobile Internet' and 'smart phone industry chain', as well as core concept stocks, were attacked by various funds one after another. , Stocks such as Huaqingbao, Changqu Technology, Fenda Technology, Wangsu Technology, LeTV, Tianyu Information... All stocks have increased in volume at the beginning of the session, and they have risen in a straight line. The situation of capital scrambling is very obvious.

And these core stocks move.

Other stocks with the same concept and the same sector as them have also become the targets of financial attacks.

"The market trend is very strong!" After the market opened, it still continued the pattern before the holiday, and the situation of the strong is always strong. When it continued to perform, the interior of Zexi Investment, the magic capital, had been promoted to the trading department. Zhou Kan, the manager, said with emotion, "It seems that during the National Day, Yanjing's 'future investment' briefing still brought a catalytic effect to the market that had already made a strong breakthrough."

"Catalytic effect!" Xu Xiang beside Zhou Kan muttered these words, couldn't help smiling, and said, "You call this catalytic effect, but I think... it's counterproductive!"

"Bringing seedlings to encourage growth?" Zhou Kan said in surprise, "Isn't it?"

Xu Xiang pondered for a while, and said: "When I was in Yanjing, I met Mr. Su from Fortune Road. He once said that the fundamentals of the bull market, macroeconomic fundamentals, market confidence, and loose credit brought about The financial side... I agree with all of these."

"Currently, the regulators guide through windows and through overwhelming media publicity."

"Although a very positive market signal has been released, which temporarily heated up the market and boosted a lot of market confidence, the essential macroeconomic fundamentals and the funds brought about by loose credit have not kept up!"

"The three basic elements of the bull market, the third is missing, only market confidence, that is, the emotional side has slightly improved."

"Can this support a bull market? Are you kidding me?"

"So...Mr. Xu thinks this is just a backlash?" Zhou Kan thought for a while and said, "This Mr. Su seems to be really powerful."

Xu Xiang nodded and said: "Everything cannot be done overnight. In June, the market was extremely pessimistic, but now... the market is extremely optimistic. All of this is just a change of sentiment. In essence, whether it is market capital or fundamentals, , did not follow."

"Look at the changes in turnover in the last one or two months when the market is hot."

"Although the transaction volume is much larger than that at the beginning of the year and the general transaction volume of 40 billion in the second quarter, there are still obvious bottlenecks."

"That is, when you reach the 1000 billion mark, you will not be able to go up."

"It touched 1100 billion a few times, but it just couldn't stand firm and continue to expand."

"This shows that the market's limit trading volume, that is, the degree of participation of active investors, is here. If the other two conditions cannot be changed, that is, future expectations cannot continue to increase, and there is no credit easing, more growth If a large amount of funds enter the market, then here, with a high probability, is the high point of the rebound.”

"Amidst the calls of the bull market everywhere, what we should do is not to continue to increase positions at high levels, but to reduce positions."

"Look..."

Xu Xiang smiled, and continued: "Following the call of the bull market from the regulators this round, those who catch up, whether they are institutions or the majority of retail investors, have a high probability of standing guard at high positions."

"Once the future expectations are lowered, everyone finds that the bull market is still in vain."

"The pendulum of the market will swing to the other extreme again."

"The core hot stocks such as 'Mobile Internet' and 'Smartphone Industry Chain', which are currently being hyped to the double highs of expected climax and emotional climax, will bury many people after the ebb of sentiment and capital. . . . ...I'm afraid it's the minimum adjustment!"

"I just don't know, after the two main lines of 'mobile Internet' and 'smartphone industry chain' are extinguished, what is the next direction... What is it?"

Thinking of this, Xu Xiang frowned slightly: "You said... If it was the road to wealth, how would he choose?"

"Mr. Xu, I'm afraid this question is too difficult for me." Zhou Kan coughed dryly and said, "I still follow your instructions and first reduce the 'mobile Internet' and 'smartphone industry chain' on a large scale." 'These two fiery mainline positions are chips, let's lock in profits first."

He is not 'Fortune Road' Su Yu, nor can he be 'Fortune Road' Su Yu.

Therefore, he has no way of guessing how the Fortune Road will choose.

But he knows that Fortune Road holds large-scale chips in the two hot main concepts of 'mobile Internet' and 'smart phone industry chain'.

Moreover, the two have repeated positions in many core popular stocks.

If the other party also has the same idea of ​​reducing positions and taking profits as their 'Zexi Investment', then in order to avoid the other party's practice of rushing to the main hype line of 'Shanghai Free Trade Zone' last time, keep them in the field , Losing the profits in vain, then this time... they must not hesitate, they must take the first step and run away!

(End of this chapter)