The investment era of rebirth

Chapter 260 The Power of the Trend

It is in this mood that everyone is both apprehensive and expectant.

On October 10th, the second day after the holiday, and also the second trading day after the holiday, the three major indexes of the Shanghai Stock Exchange Index, the Shenzhen Stock Exchange Index, and the ChiNext Index continued to open higher.

Among them, 'mobile Internet' and 'smart phone industry chain' are two main lines.

It is still an area where funds gather and market investors are scrambling to chase.

"I feel that the market sentiment seems to have not been affected by yesterday's market trend at all." Seeing that the market opened higher, at 9:17, inside the 'Yuhang Investment', in the trading room, Li Meng said, "Hua Qingbao, Changqu Stocks such as Technology, LeTV, Huayi Brothers, Fenda Technology, Netspeed Technology, etc., all rose sharply yesterday and fell back, and today's opening, all of them have stabilized, and there are no signs of serious capital smashing."

Su Yu nodded slightly, staring at the changes in call auctions in the two cities, and said with emotion: "This is the power of the trend! Under the extreme profit-making effect, coupled with the deliberate maintenance of the regulatory authorities, if the last incremental funds and emotions in the market are not taken away And expectations are exhausted, and the market will not stop suddenly."

"But without the basic logic support of the bull market, such a main Shenglang..."

"Once it comes to an end, the follow-up adjustments will have a considerable impact on market sentiment and confidence. That is to say, how hot and aggressive the trend is at the moment, then...how drastic the subsequent adjustments will be. How difficult."

"But the market is going this way, and the regulators are constantly adding firewood to the market."

"It's still very good for us."

"At least we don't have to worry about the liquidity problem when we reduce positions, and the time period for reducing positions and taking profits should be shortened a lot."

"However, with the market soaring, our cost of building positions in securities and venture capital will also increase accordingly." Li Meng said, "The overall valuation level of the market has risen, and stocks at low water levels and valuation depressions, It will also be paid attention to by funds, or the relevant main funds will save themselves and passively push up the stock prices of these stocks."

Su Yu smiled and said: "There is no such thing as the best of both worlds. The increase in the cost of building a warehouse has little impact on our overall investment strategy."

While the two were talking, the time had passed 9:20.

I saw that after the initial 5-minute call auction time, the overall increase in the market did not drop much in the real call auction session.

"Mobile Internet" and "smart phone industry chain" two major core concept stocks of the main line.

Most of them are maintained at a high opening range of 1%.

In addition to these two main lines, the concept of "reorganization and backdoor" that broke out in an all-round way yesterday also continued to perform today. Most concept stocks opened higher. The opening range of support is above 7%.

As for the most core banner leading stock, Xinwei Group continues to maintain a straight board, and has not increased its volume.

In addition to these two areas, at noon yesterday, there was an obvious positive check of "potential balance". In today's call auction, it also showed an immeasurable trend, and the stock price reached 9.74 yuan.

紧接着，9点21分，9点22分，9点23分……

With the passage of time, related popular concept stocks, as well as the overall market call auction trend, have become more and more exciting, and they have risen step by step without any drop.

Finally, 9:25 came.

The Shanghai Stock Exchange Index opened 0.53% higher, while the ChiNext Index opened 1.01% higher, regaining the 1300-point mark.

"The trend of the market is so strong!" Facing such an exciting opening scene, even Mu Yao, who had been kicked out of the company's trading department by Gu Chijiang, couldn't help but shout out at Yuhang Jingda Investment at this moment. With emotion, "Brother-in-law, this should be a bull market, right?"

Gu Chijiang glared at him, and said angrily: "Do your own thing well, don't analyze blindly."

Taking advantage of the market conditions in September and October, the net value of the company's funds, under the operation of Lin Tingzong, has finally recovered a lot of blood, and it is about to turn losses into profits. The limited investment at the time of issuance, and the excellent investment performance of their company during this period, and the other party did not mention the complete withdrawal of capital again, made him finally relieved.

"The trend of the market is indeed very strong!" Lin Tingzong, who was promoted to the position of fund manager by Gu Chijiang, smiled and said in a very high-spirited way, "Emotional aspects, capital aspects, and the attitude of the supervisory level... everything is in full swing. Turning, and whether it is the index, or related popular sectors, core popular stocks, regardless of their technical trends or fundamental trends, they are also improving in an all-round way."

"From the end of September to now, it is clear that the trend is accelerating."

"In addition to the external market, the trend is also very good, maybe... the footsteps of the bull market have indeed come."

"Manager Lin's opinion is still so unique." Mu Yao looked at Lin Tingzong, who was already the pillar of Jingda Investment in the eyes of his brother-in-law, gave a doggy thumbs up, and continued to ask with a smile, "What about Lin Tingzong?" The manager thinks that there will be new changes in the core market with the greatest market potential next?"

Lin Tingzong thought for a while and said: "Probably not, the investment logic of the two main lines of 'mobile Internet' and 'smart phone industry chain' has gradually deepened during this period, and has not only been generally recognized by market investors , and no matter from the analysis of industry fundamentals, or the development space and performance space of related core companies, the stock prices of these core popular stocks are far from reaching their peak at the current position."

"I have a strong hunch..."

"In the future, these two mainline fields will come out with a batch of ten times or even dozens of times the bull stocks."

"Ten times, dozens of times the bull stocks, and it's still a batch?" Mu Yao was shocked in his heart, "Manager Lin's words... are really domineering!"

Hearing this, Gu Chijiang on the side was also a little shocked.

"The explosive power of 'mobile Internet' has been initially reflected in the explosive performance of the 'mobile game' industry segment this year." Lin Tingzong continued, "And 'mobile game' is just a very small part of the 'mobile Internet' field. It's just a kid industry."

"Follow-up, with the comprehensive improvement of 4G construction and the full popularization of smart phones."

"Compared with the current situation, the user base of the mobile Internet can be described as an explosion of ten times, a hundred times, and a thousand times."

"With the carrier of 'smartphone', people's demand in the field of 'mobile Internet' is also infinitely expanding."

"For example, all the needs on the PC side can be transferred to smartphones in the future with the support of 4G networks."

"Entertainment needs such as games, online videos, and news forums."

"Work needs such as social networking and investment."

"According to the current 'smart phone' terminal functions and network development trends, they can all be replicated and realized."

"The infinite expansion of demand will naturally breed the overall expansion of profits."

"So, in my opinion, the future of the two conceptual fields of 'mobile Internet' and 'smartphone industry chain' is infinitely bright, and their core stock chips will become increasingly scarce and precious, and regardless of the market Whether there is a bull market or not, I believe that individual stocks in these two major areas will significantly outperform the market in the future.”

"Originally, I just thought that there were some investment prospects in these two fields before, and I didn't go too deep."

"But later, when I saw the holding data of the 'Yuhang No. 1' fund released by the 'Yuhang Investment' company, and learned about the current major Internet companies and various primary market capitals, I noticed the crazy layout of these two fields. ...These two areas are definitely investment opportunities with the greatest potential in the future market.”

Speaking of which...

Lin Tingzong glanced at the time, looked at Gu Chijiang, and continued to say in a deep voice: "Mr. Gu, the market trend has significantly exceeded our expectations. We have to consider the situation that the bull market has come and change our investment strategy appropriately. .”

"How do you want to change it?" Gu Chijiang asked.

Lin Tingzong said: "It is said that the bear market focuses on quality, and the bull market focuses on momentum. The main line, so... I want to adjust the position structure of our company's funds to the positions of these two main concept lines."

"Massacre at a high position!" Gu Chijiang's heart skipped a beat, hesitating a little.

Lin Tingzong continued: "From the perspective of several months and half a year, at this time, the core concept stocks related to the two main lines of 'mobile Internet' and 'smart phone industry chain' must be absolutely high. Looking at the future, according to the outbreak situation and development space of the industry, here... is still a significant bottom position, and chips are very scarce."

"Even if we look back..."

"In August and September, the adjustments of Huaqingbao, Changqu Technology, Fenda Technology, LeTV, Huake Financial, etc. were drastic enough, right? However, after the market conditions returned, less than a week Within a short period of time, they all achieved new highs and recovered all the declines in the previous adjustments."

"Under the long-term logic, the principle that the strong in the market will always be strong is very solid."

"In the situation where the industry continues to explode and future expectations are getting stronger and stronger, especially when the current regulators are clearly stimulating market sentiment, and the increase in market investors is also increasing sharply on a large scale, these have solid logical support , the core stocks that are not lacking in popularity and sentiment at all, I am afraid that it will be difficult to have the sharp retracement in August and September, and it is time for people to build positions steadily. I am worried that the longer we wait, we will want to participate in these two stocks. The cost of the mainline market will become higher and higher.”

Seeing Lin Tingzong's slightly excited expression...

Gu Chijiang thought about it for a while, and thought of the other party's point of view. In the recent period, it has indeed perfectly fit the market and brought huge profits to the company's funds. It should still be of considerable reference. Investing, a private equity firm that he claims to be his opponent, has announced a visible investment direction that is indeed the two major areas that Lin Tingzong mentioned are the two major areas of 'mobile Internet' and 'smart phone industry chain', and the current private equity firm does not have any Any trace of a reduced position.

So, after a little hesitation, he nodded, "Okay, Lao Lin, let's go with your idea. I also think that the market has been bearish for many years, and there should be a change."

"Both are optimistic?" Mu Yao was a little surprised when he heard the conversation between the two.

At the same time, I was a little excited.

Although he was kicked out of the company's trading department by Gu Chijiang, he can still use his personal account for stock trading operations, and the reason why he came over from time to time to inquire about news and greatly improved his relationship with Lin Tingzong was because he still wanted to win Some information is convenient for you to follow suit and make money.

Therefore, at this moment, he heard that both of them continued to be optimistic about the direction of 'mobile Internet' and 'smart phone industry chain'.

Naturally, he noticed a huge opportunity to make money.

"New highs, new highs..." Mu Yao saw the stocks that had officially opened for trading and continued to charge to new highs during the session, such as 'Huaqingbao, Changqu Technology, Fenda Technology, Netspeed Technology' and other stocks, his heart was already surging There was an urge to gamble, "The guy surnamed Lin has a good understanding of the market. Since he is so optimistic, it is really worth the leverage, haha... five times the leverage does not need ten times the leverage." stock, as long as it doubles again, I can also create a 'wealth myth'."

Ever since he was taught by Su Yu, he has always held his breath in his heart.

Now, the opportunity came... He felt that he would be able to take advantage of the bull market to create a new myth of wealth and profit, and suppress Su Yu's limelight.

Thinking about it, he quickly walked out of the trading room.

I started to contact the brokerage company I opened my account with, as well as the over-the-counter funding agencies, and prepared to increase leverage and plunder the excess profits in the market during the horn of the market bull market.

And just when Jingda Investment judged that the bull market has come, it began to further change its investment strategy and make aggressive investments...

At this moment, many similar institutions in the market are doing the same thing.

After all, the money-making effect erupted by the two main concept lines of 'mobile Internet' and 'smart phone industry chain' is too tempting. The expected changes in corporate fundamentals are indeed impeccable.

Therefore, under the guidance of emotions, everyone is excited and upward in the market trend.

The voice of the bull market is getting stronger and stronger.

They can only pinch their noses one after another, frantically chasing the core concept stocks of "mobile Internet" and "smart phone industry chain" that have been fired several times at a high level, and many people and institutions are anxious to buy them at market prices , Chasing the stock price, for fear of not being able to buy chips.

"It's crazy..."

Seeing that within half an hour of the opening of the market, the two core core concept sectors of 'Mobile Internet' and 'Smartphone Industry Chain' have absorbed more than 30 billion net inflows of funds. Inside Yanjing and Anlan Fund, Xie Wanting looked , I was a little surprised: "The more overestimated, the more crazy it will grow. Suddenly, the market seems to have begun to lose its rationality!"

(End of this chapter)