The investment era of rebirth

Chapter 259 Macroscopic Awareness!

In the anticipation and speculation of everyone, at 5:[-] in the afternoon, the dragon and tiger list was refreshed.

I saw that among the two main line concept stocks of 'Mobile Internet' and 'Smartphone Industry Chain' on the list, Fortune Road did not show up. Instead, it represented Zexi Investment and Xu Xiang's 'Mingzhou Jiefang South Road' on several The selling list of a stock is eye-catching.

"Haha...the road to wealth has not gone!"

Seeing such data on the Dragon and Tiger List, most of the investors who converged on these two main lines in the market breathed a sigh of relief.

"It turns out that the main rudder is selling it. It seems that on the two main lines of 'mobile Internet' and 'smart phone industry chain', the main funds of the market have indeed diverged."

"Don't be afraid of differences, only when there are differences."

"Yes, from the perspective of the emotional change process of the hype, the node where the main funds diverge will never be the top of the market."

"Let's leave as soon as the chief rudder comes out. As long as the road of wealth does not go, then there is no need to worry too much. After all, in the market of these two main lines, the "road of wealth" is the real magic needle."

"As long as there is wealth, there will be popularity!"

"Whether it's a wave of laundering, it will also release more high-quality chips, and at the same time intensify the exchange of chips, which will also help the market to form a stronger support platform here."

"That's the reason. If the road to wealth has not come out, the panic at the end of today is completely blind panic."

"Then tomorrow, you should be able to reverse the package, right?"

"It's hard to say. Although the Wealth Road has not been released today, the K-line that the market is following today is really ugly, and the index has indeed risen for ten trading days in a row. It is estimated that it will need to be adjusted before it can go up."

"Even if it is an adjustment, it is a benign adjustment, right?"

"That's for sure! Have you all read the analysis post posted by the boss of Fortune Road at the end of June? At that time... the boss judged that the bull market is coming."

"Since it is a benign adjustment, then I will take it to death."

"Didn't everyone say that in the bull market, you have to cover stocks to make a lot of money? Then I will die, not afraid of fluctuations, and I will get it forever!"

"The appearance of the tombstone line means that the trend may reverse, not to mention that today's volume is not small. If it is adjusted... I'm afraid the range will not be low. I don't think we can be too optimistic."

"Just looking at the shape of the K-line and analyzing the market through technical aspects is not very reliable, right?"

"If the trend continues in the future, then today's line should be called 'immortal guide'."

"It still depends on the basic logic and macro-fundamental analysis. The 'mobile Internet' and the 'smartphone industry chain' should both be in the initial stage of outbreak. The market demand and future growth potential are still huge. The current two The core concept stocks of the main line, although the short-term increase is a bit too fast, but from the perspective of long-term thinking, I think... there is no problem at all."

"Furthermore, Mr. Su of Fortune Road has talked about a bull market. I think the logic of a bull market in the market should also be established."

"Then, if we analyze the concept bull stocks on these outlets according to the valuation system of the bull market, then the stock price space will be even wider."

"Agreed, high-quality chips are usually scarcer as the market goes up."

"We can't ride a bull to find a bull. The two main lines of 'mobile Internet' and 'smart phone industry chain', as the core development industries in the emerging economic field, will definitely produce a group of ten-fold stocks, even dozens of times, and hundreds of times. However, at present... Even Hua Qingbao, which has the largest increase, has risen from the lowest position in history, but it is only 6 times away, and it is still far from 10 times, so there is no need to worry too much."

"There is also the current investment authority of the GEM, which has not been fully released."

"In the future, if the authority to open the GEM is reduced and more investors pour in, the chips of many stocks will become even scarcer, and their stock prices will definitely rise."

"In short... no matter from which aspect, I don't think this will be the top, and there will be huge risks."

"Then what is the logic of the main rudder reducing the position?"

"The chief rudder has always been doing short-term investment, right? The market has been positive for ten consecutive days, and he feels that it is about to pull back, so the other party will naturally reduce their positions and take profits. Judging from the past operation methods of the general rudder, he doesn't care about long-term investment logic at all. It’s just speculating on stock prices.”

"Hey... I said that you don't need to analyze so much, as long as the road to wealth is not out, then just keep taking it."

"According to the previous announcement of the 'Yuhang No. 1' fund, their holdings on the two main lines of 'mobile Internet' and 'smartphone industry chain' are at least around 30 billion. There is no way to be silent in large-scale appearances, as long as you keep an eye on the dragon and tiger rankings, and watch the operation of Fortune Road, it will be fine."

"Yes, yes...Compared with the main force, we Xiaosan also have an advantage, that is, Chuanxiao is easy to turn around!"

Under the data of the Dragon and Tiger Rankings, in the heated discussions among the crowd...

At this moment in the magic city, inside Zexi Investment, in the trading room, Xu Xiang carefully looked at the data of the listed stocks under the two main concepts of 'mobile Internet' and 'smartphone industry chain', but frowned: "' It’s really strange that Mr. Su, who is invested by Yuhang, has not sold a single share today, and there is no trace of any transaction!”

According to his inference, the opponent should not remain indifferent under today's market trend.

What's more, the opponent's positions on these two main lines are heavier than the 'Zexi Investment' led by him.

"Wealth Road didn't show up, it's really a little surprising." Zhou Kan who was beside Xu Xiang was surprised, and said, "This President Su... really doesn't play cards according to common sense!"

"Not only did the Wealth Road not appear, but the institutions also increased their positions." Xu Xiang paused, then said, "Could it be that the lie of the bull market...does everyone take it seriously? Or during the National Day, the regulator-led The market briefing really worked and brought in a lot of institutional incremental funds?"

"It can't be!" Zhou Kan said, "Judging from the diving situation in the market in the afternoon, on the surface of the market, although the mood is hot, but the confidence is still very weak. Whenever there is a turmoil, it will follow the trend and sell the market."

Xu Xiang nodded slightly, then pondered for a while, and said: "Take it easy tomorrow and see the follow-up reaction of the market. Wealth will not show up, and the market sentiment will probably continue to stabilize. In addition, the regulators will spare no effort to promote the bull market. Perhaps the two major lines of 'mobile Internet' and 'smartphone industry chain' will soar upwards for a while driven by emotions."

Since his judgment and expectations, there have been some deviations in the actual performance of the market.

Then you have to adjust it in due course.

Of course, in terms of the overall investment strategy, he still firmly believes that there will be no bull market in the short term, and the index trend will not continue to rise for too long at the current position. In the "mobile Internet" and "smart phone industry chain" Although the policy of reducing positions and taking profits on the two main lines has slowed down, there has not been any change.

And as the two discussed about the Dragon and Tiger List...

At this time, Yanjing had just finished the "Future Investment" summit, and some leaders who called for private equity and public equity institutions to enter the market, saw the scene of "Zexi Investment" who had participated in the conference openly smashing and harvesting on a large scale. , I suddenly felt a burning pain on my face, as if someone had slapped me.

But everyone didn't make complaints about it, they just felt a little uncomfortable inside.

And began to be impressed with this private equity institution.

"President Xu, this..." At a time when the entire market is full of discussions and undercurrents are surging, Su Yu is also full of emotion about today's dragon and tiger list data in the 'Yuhang Investment' at this time, "Trade ability and The perception of timing and direction is extremely sharp, but why hasn't the macroscopic awareness kept up?"

At home, there is an underlying rule for whatever you do.

That is, we must take the overall situation into consideration.

But obviously, today's 'Mingzhou Jiefang South Road', that is, 'Zexi Investment' only thinks about issues from its own perspective, but does not reflect the overall thinking.

In Su Yu's view, the reason why the regulators are so eager to stir up the market, let the major securities and financial media advocate a bull market, attract all kinds of off-market investors to enter the market, and even intervene in the market at any time through the window, it should be that the higher level is in the macro In terms of economic strategy formulation, the regulators have been given a death order, requiring them to open up direct financing channels in the financial market within a certain period of time, so that finance, which is called the "bloodline" of the economy, can be fully activated.

in other words……

That is, the regulators need a wave of continuous trending market conditions to accumulate sentiment and funds and restart the IPO.

This is the basic logic of his plan to restart the IPO, and it is also the main basis for him to carefully reduce his positions and avoid the dragon and tiger list.

And obviously, Xu Xiang didn't expect this.

However, Su Yu carefully thought about Xu Xiang's life experience in later generations, his performance in the second half of the coming big bull market, and what the other party did when the big bull market ended and the bulls and bears switched again. In the end, the disaster of being in prison was relieved.

Everyone's trading thinking and way of looking at problems is different.

On some issues, there are limitations, which is also a natural thing. After all, there is no gold, and no one is perfect.

"Macro-awareness?" Li Meng heard Su Yu's emotion, and didn't quite understand it, and asked, "We are not a public fundraising organization, and we don't assume the responsibility of maintaining the market. We are cautious, are we too...cautious? In my case It seems... Jiefang South Road is consistent with our ideas, so there is no big problem, right?"

Su Yu stared at Li Meng, and said: "To fish and harvest in this pond of A shares, in addition to fishing skills, it also depends on whether the supervisor who supervises this fish pond allows it. , then no matter how much fish you catch, it’s all private fishing, and if it’s illegal, people have the authority to find a reason and confiscate it.”

"Although 'Jiefang South Road' is at the current market point, it is within the rules to reap profits."

"But the supervisor is upset, so I'll find you some small shoes to wear in the future, wouldn't that be uncomfortable?"

"Small capital and small volume, no one cares."

"But when the amount of funds is large and the market influence is also large, in addition to ability to make money, you have to pay more attention to whether you can make money and whether you should make money."

"National economic development focuses on sustainability, and we are investors and entrepreneurs."

"In terms of making money and in terms of company development, we must also pay attention to sustainability."

"Keeping the overall situation in mind, although it is often empty words, at a certain critical moment, it can also be used as a talisman, and it can also determine the ultimate future and destiny of a company and an individual."

"Okay!" Li Meng nodded slightly. Although he still didn't quite agree with Su Yu's view, he didn't continue to argue with Su Yu. Instead, he paused and changed the subject. , there are 5 stocks that have been listed on the Dragon and Tiger List, except for the linked stock of Xinwei Group, the others... are all newly speculated by hot money in the market today, what does President Su think of this line?"

"Hot money is still making short-term speculation with the help of the sentiment created by the 'Xinwei Group'." Su Yu said lightly, "Although this line has exploded today, it is not sustainable. After all, the 'Xinwei Group' It's already twelve consecutive boards, and the market value has swelled to more than 500 billion, even if the sentiment premium, there is really not much room for it."

"The loss of the 'Xinwei Group', which is a banner of market sentiment and hype space."

"The concept of 'restructuring backdoors' does not open up new hype at all."

"In addition, the expectation of the restart of the IPO, in the follow-up market interpretation, there will definitely be well-informed, or the discovery and excavation of the main funds with a keen sense of the market, and the 'restructuring backdoor' will be even more important under the expectation of the restart of the IPO. There is little room for hype and expectations.”

"So, although this concept is currently very hot, it is not suitable for participation."

"Let's just watch the show!"

"Okay!" Li Meng nodded seriously this time, agreeing very much.

While the two were seriously discussing the hype continuity of the concept of 'reorganization and backdoor', the general manager of 'Minghui Capital', who was also in Yuhang, was full of excitement.

Because most of the positions held by the main force of 'Ming Fai Capital' are on the main line of the concept of 'restructuring backdoor'.

Today, the concept of the main line of the market has exploded, and Xinwei Group's 12 consecutive boards exceeded expectations. It can be said that the net value of the two main funds under their company has skyrocketed by almost 5%, setting a new high for the annual fund net value.

"It's a good thing we didn't chase after the market of the two main concepts of 'mobile Internet' and 'smartphone industry chain'!" Xu Zhongji said with a chuckle, "President Su of 'Yuhang Investment' is right, there is no shortage of market Opportunities, and everyone’s investment style is also different, there is no need to chase market hotspots, as long as you can seize opportunities that suit your investment style, you can also earn huge profits.”

"That's it!" Next to Xu Zhongji, Manager He, who is in charge of the 'Minghui No. 2' fund, is also in a very comfortable mood, smiling authentically, "Look at the situation, the two lines of 'mobile Internet' and 'smart phone industry chain', the core concept of stocks The bargaining chip structure is gradually loosening."

"I guess...it's not far from the peak."

"According to today's market trend, it is obvious that active funds in the post-holiday market have chosen the line of 'restructuring and backdoor' to replace the decline of the two lines of 'mobile Internet' and 'smartphone industry chain'. Switching between high and low points will return to the main line of the concept of 'restructuring backdoors'."

"If the switch between high and low in the market is really the line of 'restructuring and backdooring'..." Xu Zhongji laughed, "then the funds of our company will probably have to close a big one in the last two or three months at the end of the year. Year-end red envelope!"

After the interpretation of the market in the third quarter, the current market sentiment and market conditions have been completely heated up.

Regardless of retail investors, hot money, or institutions, they are significantly more active than in the first half of the year.

That's it... If the market's high-low switching point is on the line of "reorganization and backdoor", then with the current active capital volume in the market, this line will have an average increase of at least 50%, and even the core concept stocks, It is not uncommon for the short-term increase to more than double.

And their main layout direction is this direction.

Once the active funds in the market gather in their expected direction, they will naturally make a lot of money as institutions that have already deployed to seize opportunities and high-quality core stock chips.

"I hope so!" Manager He rubbed his hands, obviously unable to hide his excitement.

Xu Zhongji thought about it carefully, and felt that if the market is going to develop in the direction he expected, then the banner of 'Xinwei Group' cannot be overthrown.

After all, only this check will continue to open up a higher market space and create a stronger profit-making effect.

The hype of hot money in this direction will only become more intense.

"No...I have to make a call to President Su." After careful consideration, Xu Zhongji said, "The potential internal force of the 'Xinwei Group' is not limited to our Minghui Capital. At that time, President Su's 'Yuhang 1' The fund, in order to support the market for us, has also heavily intervened in this stock, and if the 'Xinwei Group' can continue to delay the opening of the board, it has to persuade President Su to continue to lock up the position."

Thinking of this, Xu Zhongji did not hesitate.

He hurriedly took out his mobile phone, called Su Yu, and said with a smile, "Mr. Su, it seems... the two of us need to work together."

"Xu always wants me to help lock up Xinwei Group?"

After a little thought, Su Yu guessed the reason for Xu Zhongji's call.

Xu Zhongji had seen Su Yu's ability to analyze market changes, and he was not surprised that he could easily guess what he meant. He continued to say with a smile: "That's what it means. At present, the stock of Xinwei Group is owned by our two companies. , it should be the largest main force in the circulation plate, a lock position, delaying the opening of Xinwei Group, is good for both you and us, and everyone can earn more."

Su Yu responded with a smile: "Mr. Xu is mainly afraid that our company's seats will have too much influence. Once we sell our positions with all our strength, the seats will appear on the dragon and tiger list, which will directly bring down the stock of Xinwei Group, and Is it the line of the concept of 'restructuring backdoor'? Okay...we can earn a few more millions by locking up the position for one more day. I have no reason not to agree to Mr. Xu's request, not to mention that Xinwei Group's backdoor 'Hua Chuang' Xince’s investment opportunity was originally told to us by you.”

"Then thank you, President Su." Xu Zhongji said happily, "Next time, treat President Su to dinner."

Su Yu replied: "Eating is free. After all, this is a matter of mutual benefit and win-win. It is not a matter of helping others, but... the line of 'reorganization and backdoor' still has risks and hidden dangers. It is not expected to continue to advance. Based on the logic of the change, the market may not last long.”

"Thank you for the reminder, President Su." Xu Zhongji said, "Next time, I will definitely treat President Su to dinner."

After speaking, the two just hung up the phone.

"Mr. Xu, how are you?" Manager He asked a little nervously.

Now, the influence of the seat of 'Yuhang Investment' Fortune Road is already an important consideration in the market sentiment, especially for the stocks sold by Fortune Road.

If Fortune Road is unwilling to lock positions with them, delay the opening of Xinwei Group.

Then, relying on them alone, they can't stabilize the market of Xinwei Group, and can't support the main line of the concept of "restructuring and backdoor".

Xu Zhongji replied with a smile: "There is no problem. The Su Bo of 'Yuhang Investment' has a big structure, and he has no reason not to agree to the mutual benefit and win-win matter, but..."

Xu Zhongji paused, and said again: "He reminded me of the risk of the line of 'reorganization and backdoor'. What do you think?"

"Risk?" Manager He was taken aback, "I don't see any risk so far?"

In his view, the concept of 'restructuring backdoors' has only been revived today. Compared with the broader market, various concept stocks are still relatively low, and IPOs have stagnated. The demand has always existed, that is to say, the underlying hype logic of this concept line has always been there, so what risk can there be?
"He said the logic of the expected continuous advancement and transformation." Xu Zhongji murmured.

Then, he thought about the exchange scene with Su Yu in Yanjing a few days ago, and remembered the 'future investment' exchange summit.

After a while, a flash of inspiration came and he said in shock, "Impossible!"

"What...what's impossible?" Manager He was still at a loss.

"If the market really develops like this... then you really need to be vigilant." Xu Zhongji didn't seem to hear Manager He's question. Let's see if the two popular mainline market trends of 'Mobile Internet' and 'Smartphone Industry Chain' can continue. gone."

"Xu always thinks that this is not a node where the market price switches from high to low?" Manager He understood and asked.

Xu Zhongji was still thinking about Su Yu's words in his mind, waved his hand slightly, and said, "It's not for this reason, but the more the market rises, the more dangerous we are!"

After finishing speaking, he didn't wait for Manager He's response.

Then he walked out of the trading room and headed for the market intelligence analysis department.

And with the colliding and discussion of different viewpoints of various institutions, various hot money, and various retail investor groups in the entire market, along with people's successive speculations about the trend of "Wealth Road".

In the evening, the regulatory authorities still released a relatively clear positive signal.

Moreover, it is commendable that the stock market has ten consecutive positive days, and the capital market has reproduced the fiery investment market performance, which actually appeared on the news broadcast at 7 o'clock in the evening.

So, for a while...

Originally, because the index soared and fell back during the day, leaving an extremely ugly 'tombstone line', many investors whose confidence in the market outlook was obviously low, began to surge with enthusiasm and confidence like a chicken blood, and at the same time outside the market Many potential investors who usually don't pay much attention to the stock market.

After seeing the news about the stock market's "Ten Lianyang" on the news network, he was also ready to move.

(End of this chapter)