The investment era of rebirth

Chapter 266 Bear bearers and leeks!
"The securities sector has exploded in an all-round way!"

In the sectors related to the two concepts of securities and venture capital, it completely replaced the two popular main lines of "mobile Internet" and "smart phone industry chain" in the early stage, and became the core of market capital chasing, instantly attracted the attention of the majority of retail investors in the market, and An extremely heated market discussion broke out.

"Let me just say, when the bull market starts, how can securities, and even the whole stage of 'big finance' be missing?"

"The Spring River Plumbing Duck Prophet, the full-scale explosion of securities is the best evidence for the start of the bull market. The Shanghai Stock Exchange Index lags too far behind the GEM. With the two core main lines of 'mobile Internet' and 'smartphone industry chain' having huge adjustment needs,' It is most appropriate for Big Finance to fill the vacancy in the market and carry out rotation switching."

"Indeed, the outbreak of the bull market is the biggest benefit for the financial sector!"

"But the funds are currently attacking the most fiercely, not securities, but venture capital, Zhejiang Dongfang, Shibei High-tech, Zhangjiang Hi-Tech, Zijiang Enterprise, Dongfang Venture... At this moment, six stocks have already reached their daily limit, and the securities sector In addition to Orient Securities, there are no other daily limit stocks."

"Isn't venture capital also a sector in the financial sector?"

"In the securities sector, there are basically big guys, so it's so easy to raise the limit."

"The strength of the market is not judged by the number of daily limit stocks in the sector. It mainly depends on the inflow of funds. After all, quantity and energy are the most fundamental things. From the perspective of the market, at this moment, the securities sector The net inflow of funds is almost 10 billion, and this is a signal!"

"As for the outbreak of venture capital concept stocks...it should be mostly hot money, right?"

"In any case, today's market conditions should be fully shifted to the field of 'big finance', and the two main lines of 'mobile Internet' and 'smartphone industry chain' should have little chance for the time being."

"Hey, when I opened the market, I just chased Changqu Technology."

"When I saw the two main concepts of 'Mobile Internet' and 'Smartphone Industry Chain' call for bidding, related core popular stocks opened so much higher, I thought that the market would inevitably be reversed today, so I also chased after it. How could I expect... the index It’s true that it’s been reversed, but the market has completely changed.”

"With rotation, the market can go further. I don't think this is a bad thing."

"It doesn't matter if you catch up temporarily. In the bull market, you can't catch people at all. At most, you can lose two days of profit. Let's see... Wait until the 'big finance' market is over. Return to the two main lines of 'mobile Internet' and 'smartphone industry chain'."

"Yes, yes, as long as the market is in a bull market, there is a high probability that you can get rid of whatever you buy."

"Although the stocks related to the two main lines of 'mobile Internet' and 'smartphone industry chain' have dropped a lot now, overall, they are at least much stronger than the concept of 'reorganization and backdoor'. The Xinwei Group that I bought was miserable. The stock index hit a new high after rebounding. It actually fell instead of rising, and directly hit the limit, but...my confidence is still there. I believe that after its adjustment, the market value will definitely touch the [-] billion mark. "

"I feel that after a large area of ​​funds converges in the 'big finance' field, the market is a bit polarized!"

"What polarization? It's just a switch between high and low prices."

"On several occasions, when the securities moved, the market lost serious blood, and eventually all stocks shot up and fell back, but this time ... is obviously different."

"The main concepts of 'mobile Internet', 'smartphone industry chain', 'backdoor restructuring', and 'Shanghai Free Trade Zone' are now being adjusted amid the changes in 'big finance'. That's because these concept stocks have risen well in the early stage It’s a little bit bigger, and there is a necessary need to adjust and clear up profit taking and unsteady chips.”

"But take a look at other low-priced stocks. At this moment, with the change of 'big finance', they are basically climbing slowly. This means that this riot in securities has not only brought no burden to the market, but has obviously driven There has been positive feedback in other areas of the market.”

"And this... is the most obvious signal that the market is bullish!"

"In a bull market, rather than a structural market, hot spots rotate, which is a very common market performance."

"Only when the market's overall valuation level and investment sentiment improve, can the market move forward in a better way, so... no matter what field of stock investors are buying, I don't think they need to worry too much at the moment, and they can hold their positions with peace of mind. There will definitely be great rewards in the future.”

"Yes, yes, in a bull market, basically all stocks will go up."

"If you are not a top trader in the market, it's still better to hold on to the stocks, and the profits you can reap are the most lucrative. Chasing after chasing... Maybe nothing will be left in the end."

"Luxin Venture Capital seems to be going to the daily limit, chasing it?"

"I have to catch up. Today's hot spot is definitely the venture capital field, and 'big finance' has been abandoned by the market one after another. The stock price is at an absolute historical low, and the overall valuation is also a real depression in the market. Full-blown riots ... will definitely not be a 'day trip' market."

"I have worked in Huaxin Securities, and I feel that I am still the leader."

"I've listed Orient Securities, and I feel that today is the 'Orient' market. In the entire market, the most intense pursuit of funds is a series of oriental 'financial concepts' such as 'Orient Securities, Zhejiang Orient, and Orient Entrepreneurship'. Stocks, here... there is a high probability that a super concept leader will be born."

"In the securities sector, the net inflow of funds is 13 billion. Such a rapid and violent inflow of funds is the market's 'super main force' entering the market, right?"

"I also feel like the 'super main force' of the national team."

"Whatever it is, just follow the market, chase the strongest hot spot, hit the hardest daily limit!"

"The growth gap between the Shanghai Stock Exchange Index and the Growth Enterprise Market has actually widened to about 1%. I really didn't expect... the situation where Shenzhen is strong and Shanghai is weak has been reversed today."

"'Mobile Internet', 'smartphone industry chain', 'restructuring backdoor' and other popular concept areas in the early stage have completely become a drag on the market today."

"I think it depends on the continuity and whether the 'big finance' can be stabilized!"

"The two main lines of 'mobile Internet' and 'smartphone industry chain' were moving like a rainbow in the early trading, and they were about to be reversed, but who would have thought that after 10 o'clock, the market would suddenly change suddenly and become the current 'big financial 'Leading the situation? So...maybe the market will repeat itself in the afternoon."

"I feel that chasing hot spots is really difficult, so I'd better hold on to stocks!"

"I just held Huaqingbao and Changqu Technology, the two leading stocks of the 'mobile game' duo concepts, and I firmly believe that these two checks can reach new highs."

"The capital attack is too fierce, and it will not be able to catch up."

Amidst the intense and excited discussions among the majority of retail investors, after 11 o'clock, the Shanghai stock index is still refreshing and rebounding to a new high, while the GEM index is falling sharply on the two main concepts of 'mobile Internet' and 'smartphone industry chain' Under the drag of related stocks, it took a long time to go into a trend of high volatility, and the gap between the gains of the Shanghai Index and the stock index further widened.

"Bringing securities, pulling venture capital, this super main force in the market is... sick?"

Different from the excited and excited retail investor groups, Zhou Kan watched the market changes in the two cities in Zexi Investment Company and in the trading room in Shanghai at this moment. Don’t go, the incremental funds are limited, and you still use this kind of heavyweight sector that devours the market’s active funds to drive the market, it’s simply that the market is not collapsing fast enough!”

"It's not necessarily because of the funds of the national team." Xu Xiang stared at the rioting securities section and the venture capital concept section, and said lightly, "Maybe everyone really thinks that the bull market is here, and even many big institutions are convinced of this. Doubtful, that’s why the securities market was driven up!”

"I really didn't expect..."

Xu Xiang paused, and said with emotion: "The two major market trends of 'mobile Internet' and 'smartphone industry chain' will be replaced by the 'big finance' sector led by securities and venture capital."

"Without enough funds to drive this sector, it can't move at all." Zhou Kan was quite pessimistic about the changes in the market, and said, "The entire market turnover has been stuck at around 1000 billion, and the entire' The big finance field has a trillion-level market volume, which is several times larger than the entire GEM, so even if all the active funds in the current market are pouring in, it will be difficult to create a sustainable market, right?"

"And if you can't create a sustainable market..."

"As this space eats up too much active money in the market, there is less active money in the market as a whole."

"So... other concept markets, because of the lack of funds to undertake, will definitely collapse along with it. I am afraid that the entire market will really end here."

"Actually, just look at the performance of the two major market trends of 'mobile Internet' and 'smartphone industry chain' after the changes in 'securities and venture capital'. , These two major mainlines, which could have been stable at first, were directly out of balance, and there was a sharp dive, completely losing the opportunity to turn around and go bulls."

"It's not as pessimistic as you said." Xu Xiang smiled and said, "If you observe carefully, the funds have not touched the most core banking sector in the 'big finance' field, and even the insurance sector has not moved much. The main riots are in the fields of securities and venture capital, and most of them are small-cap concept stocks and core-weight stocks with small floating stocks.”

"Securities, venture capital..."

"This market change is really worth pondering!"

"Did Mr. Xu discover anything?" Zhou Kan asked, "I always feel that today's change in 'Securities, Venture Capital' is really abnormal!"

Xu Xiang pondered for a while, but did not answer directly, but asked instead: "What do you think is unusual?"

"It was too sudden." Zhou Kan thought for a while and said, "Also... the actions of various funds rushing to raise funds on these stocks are too direct, and it seems that they are not following the logic of the 'bull market foundation' to buy , but to follow the sudden good news to buy, which is comparable to the collective riots in the entire "Shanghai local stocks" before the news of the "Shanghai Free Trade Zone" was announced!"

"Smart!" Xu Xiang praised, "If the funds are too eager to buy, it proves that there must be good support behind it."

"What good will it be?" Zhou Kan wondered, "Such a change... can't be supported by small benefits!"

Xu Xiang pondered for a moment, then said: "The two major fields of securities and venture capital are basically related to listing. There is a high probability...the IPO market is about to restart!"

"The IPO market has restarted!" Zhou Kan was shocked, "This is a bad news for the current market."

Xu Xiang laughed and said: "It's bad for the whole market, good for the securities and venture capital fields. Before the news is clear, before the voice of the bull market and the confidence of the bull market in the market are still extremely hot, before the 'mobile Internet' and 'smart' It is very smart to intervene in the hype before the two main concepts of the mobile phone industry chain' are completely overdrawn and pull back. In this way... the big bad news can also be regarded as a big good news."

"Indeed!" Zhou Kan thought for a while, and he understood, "Before the news was officially announced, everyone thought it was a bull market, and that the 'performance spring' of securities and finance was coming. Can you not follow the market? But How would you know... this is the beginning of the main force's ruthless harvest."

"Anyway, it's a good time to speculate!"

Xu Xiang paused for a moment, and continued to sigh with emotion: "The two major market trends of 'Mobile Internet' and 'Smartphone Industry Chain' have been pushed to the extreme of emotions and hype, and adjustments are inevitable. At this time, with the help of the IPO restart Potential news, cut out the line of 'securities and venture capital', and directly collect all the profit funds from the 'mobile Internet' and 'smart phone industry chain', and harvest them comprehensively, which is really ingenious."

"pity……"

Xu Xiang shook her head: "It's too late for us to understand, it's too late to intervene deeply now."

"Then we..." Zhou Kan replied, "Shall we give up this opportunity?"

"No need." Xu Xiang continued, "Pick up some stocks with good liquidity in the field of 'securities and venture capital', buy some bargaining chips appropriately, follow the trend and speculate, and earn as much as you can!"

"These funds are moving too fast, and there is no chance for other major funds to react."

"Unless you lurk in advance, you won't make much money at all."

Zhou Kan thought for a while, nodded and said: "That's right, in the stage of ambiguous news, bad news is regarded as good speculation, and the continuity and height of speculation are both limited. In this case... the most important thing is to be a first mover. The advantage of the channel, you can’t lurk in advance, follow up on a large scale, maybe just after the warehouse is built, the market will end, and you will completely become the receiver.”

"That's what I mean." Xu Xiang said, "This hype opportunity is far inferior to the 'Shanghai Free Trade Zone' in terms of expectations and imagination. Retirement is extremely difficult. Since we did not notice this opportunity before and lost the best potential opportunity to build a position, we can only intervene with a small position, follow the trend and hype, and earn a little money before the news really hits the ground. "

"This opportunity..."

Xu Xiang's eyes flickered for a moment, and he continued: "Usually these are the private lands of state-owned background funds with extremely deep news channels, and other funds are rarely able to participate in time."

"Oh, by the way, Mr. Xu..." Hearing Xu Xiang say this, Zhou Kan once again flashed through the matter of Fortune Road's urgent reduction of positions yesterday, and couldn't help guessing, "You said that Fortune Road was so urgent to reduce its positions yesterday , in addition to judging the short-term expectations and sentiment peaks of the two main market lines of 'mobile Internet' and 'smartphone industry chain', did they also get any news that they want to deploy this opportunity, so they are so urgent to free up funds. "

"It's not necessary, is it?" Xu Xiang said, "His 'Yuhang No. 2' fund has a capital volume of 50 billion, but he hasn't moved it. If he really wants to build a position...he doesn't lack funds at all."

"Hey, you really reminded me..."

Xu Xiang thought that after the establishment of the 'Yuhang No. 2' fund, there was not even the slightest movement in this round of rising index prices, and he instantly felt something was wrong: "He once said that the regulatory authorities held a 'future investment fund'. 'The summit has a clear mission and purpose. Could it be... Could it be that this guy has long guessed that the IPO market will restart in the near future? And he used the 'Yuhang No. 2' fund to lurk into this opportunity?"

"No...wouldn't it be so amazing?" Zhou Kan was shocked when he heard Xu Xiang's guess, "With just one investment exchange summit, can you guess the restart of the market's IPO? And can you spot the opportunity layout? Let the state-owned institutions Come to lift the sedan chair?"

Xu Xiang didn't reply...

Instead, he quickly turned his attention back to the trading market of the two cities, staring at those securities and venture capital concept stocks that were hotly pursued by funds.

"Orient Securities, Zhejiang Orient, Orient Entrepreneurship..."

Xu Xiang murmured for a while, and the guess in her heart became more and more clear: "This method of pulling the market to harvest is really... too similar!"

He has done in-depth research on Su Yu's trading techniques and the stocks he has manipulated.

Although after the research, it is still difficult for him to catch the opponent's trading traces in advance, and it is also difficult to guess the opponent's trading logic, but when the market trend is clear, before the dragon and tiger list comes out, he can roughly judge the opponent's position. The buying and selling actions on the disk.

"It can't be wrong!" After a while, Xu Xiang said firmly again, "This guy definitely has a huge position in the line of 'securities and venture capital'."

"I said..."

"According to his temperament, he will never lighten up his position after the market shows a clear signal of peaking."

"I didn't expect... to be lurking here."

"It's amazing!" Xu Xiang couldn't help but sigh with emotion, "Every time he can react one step ahead of the market, regardless of institutions, hot money, or retail investors, they are all bearers and leeks in his hands."

"Can't it?" Zhou Kan still couldn't believe it, and decided to wait until after the market to see the dragon and tiger list.

In his eyes, Xu Xiang is already powerful enough. Often, he only needs to use the clues and one-sided information of the market to judge the hype of the main line and intervene in time. He really can't imagine... There are still people who can really take the lead every step of the way. The market turns everyone in the market into leeks under the sickle of their own funds.

Following the startled and doubtful discussion between the two...

Market trading time, advance to 11:30, usher in the closing time at noon.

I saw that after half a day of trading, the three major indexes all remained in the red market today after they shot up and fell sharply yesterday. Among them, the Shanghai Index rose by 1.76%, all recovered yesterday's loss, and hit a new high for this round of rebound. The ChiNext Index rose 0.63 %, a full 1.13 percentage points behind the Shanghai Stock Exchange Index.

In addition to the index, the performance of the sector and individual stocks.

Securities, venture capital-related concept sectors, and related concept stocks rose sharply across the board, leading the gains in the two markets, and the net inflow of funds from the two concept sectors totaled more than 20 billion.

'Mobile Internet' and 'smartphone industry chain', the two early-stage core mainline areas, related concept sectors, and related concept stocks, all rose again and fell back. At noon, they closed ten minutes, and only maintained a slightly red market. The increase was lower than that of the index, and it was also significantly behind the increase in the opening market. Among them... the core popular stocks, Huaqingbao, Changqu Technology, LeTV, Fenda Technology, etc., all fell back to the flat price from the highest five or six points Nearby, and on the trading board, funds showed a large outflow.

The concept of 'restructuring backdoor' and the concept of 'Shanghai Free Trade Zone', related concept sectors, and related concept stocks all showed a downward trend, leading the decline in the two markets. Among the popular stocks, Xinwei Group opened lower and moved lower. Dead limit, Shanghai Sanmao briefly rose from the deep water for a while when the "securities and venture capital" changed, and then fell again. When the market closed at noon, it also touched the limit.

Facing such a closing situation at noon...

Investors chasing 'securities and venture capital' are all elated, while investors who gather in early hot concept fields such as 'mobile Internet', 'smart phone industry chain', 'restructuring backdoor', 'Shanghai Free Trade Zone' , the mood is obviously somewhat depressed.

But whether it is an investor who makes money today or an investor who loses money.

Everyone is still optimistic about the future market confidence, and many of them are still increasing their positions one after another, and even use leverage to buy more chips.

And when it was afternoon...

With the mood brewing at noon, the fields of 'securities and venture capital' were attacked by more funds.

And under the leadership of these two fields, the market has also derived the line of "oversold rebound", many of which are at historical lows and have nothing to do with the main line concept. The attention of active funds has led to a decent rebound.

Just, under this high and low switch.

"Mobile Internet", "smartphone industry chain", "backdoor restructuring", and "Shanghai Free Trade Zone", which were the core lines of the previous market, were once again abandoned by active funds, and a large number of profit margins poured out. The long-short situation is unbalanced, and amid the index shocks, it further fell back and fell.

Then, until the market closes at 3 o'clock in the afternoon.

All the core popular stocks in these major conceptual main line fields closed underwater when the index closed in red, and closed at the lowest point of the whole day's stock price. A falling Yinxian with a long upper shadow, the shape of the K-line can be described as quite ugly.

Of course, except for these sectors that are temporarily abandoned and avoided by funds.

The performance of other sectors in the market today is still very good. Almost 85% of the industry sectors and concept sectors have maintained a red plate.

And the securities sector rose by 4.11%. In the sector, a total of three securities stocks had their daily limit.

Among them, Huaxin Securities and Huatong Securities, the heavyweight stocks, both rose by more than 5%, and their respective turnover exceeded 20 billion, a large volume.

The venture capital concept sector rose 4.46%, leading the gains in both cities.

Among them, there are 7 daily limit stocks, Zhangjiang High-Tech, Shibei High-tech, Zijiang Enterprise, Dongfang Venture Capital, and Luxin Venture Capital, the core venture capital concept stocks of the two main funds of "Yuhang Investment", which are heavy positions in advance, are all closed to the daily limit. , has become a popular stock in the first echelon of the venture capital concept sector.

In addition to the concept field of "securities and venture capital" that replace the two core market lines of "mobile Internet" and "smart phone industry chain".

The concept of "oversold rebound" derived from it also has a great performance today.

Until the close, there were 11 oversold low-level small-cap stocks. Under the leading hype of hot money, the daily limit was sealed, which became another beautiful landscape in the market.

Thanks to the drive of 'securities and venture capital'.

When the Shanghai stock index finally closed, it rose by more than 2%, and the index reached 2350.

However, the GEM index, which was dragged down by the two core concept sectors of 'mobile Internet' and 'smartphone industry chain', finally rose by more than 1%, closing at 1.06%, which is not so ugly. The index point It almost reached the 1350 mark again.

After the official close...

Discussions in the market are becoming more and more intense.

Although the Shanghai Stock Exchange has completed the reversal of yesterday's trend and hit a new rebound and new high, everyone is actually not very satisfied with this market trend, because the previous "mobile Internet", "smart phone industry chain", " The core mainline market of restructuring backdoor and Shanghai Free Trade Zone has lasted for too long, and the positions of most investors in the market are above these mainline concept stocks.

and so……

Today is basically a market where the index has made great strides forward, and retail investors generally lose money.

In addition to discussing the market, facing the time getting closer and closer to the refreshment of the dragon and tiger list, related topics and posts about "Wealth Road Trends" have once again become popular in various stock trading forums and communities. Knowing that the road to wealth in the two major areas of 'mobile Internet' and 'smart phone industry chain' is heavy, have you continued to sell chips today, and are you still optimistic about the future of these two main concepts?

"Will Fortune Road sell continuously?"

"Today's 'mobile Internet' and 'smartphone industry chain' are such a tragic trend, it is estimated that the road to wealth will be ruined again!"

"I guess Fortune Road will continue to sell today. Wealth Road was sold so urgently yesterday that we will definitely not let it go today."

"Hey, losing money while the index is rising is uncomfortable. I hope Fortune Road can give me some comfort, otherwise... if it goes down again and continues to underperform the index, I really can't hold my bargaining chips."

"I firmly believe that Fortune Road does not continue to sell, because it is optimistic about the fields of 'mobile Internet' and 'smart phone industry chain'."

"It's useless to firmly believe, let's look at the list! If Fortune Road continues to sell, then I will also sell it tomorrow."

"Today's 'securities and venture capital' have exploded so strongly, will Fortune Road pursue this field?"

"As long as it's not sold, it's fine. After all, buying Fortune Road means that Su is always optimistic about the market outlook, so don't worry too much."

With the constant speculation and discussion of the crowd.

At 5:[-] p.m., the new day's dragon and tiger list will be refreshed.

I saw Huaqingbao and Changqu Technology with huge fluctuations on the list, Xinwei Group with daily limit and Shanghai Sanmao on the list, Zijiang Enterprise, Dongfang Entrepreneurship, and Orient Securities with daily limit on the list, and the potential for continuous daily limit is on the list. list.

"Haha...not sold, not sold, not one share of Fortune Road today!"

"My God, Fortune Road is all buying, and Fusheng Road is locked in the stock of Potential Hengxin."

"Buy more than 3500 million in Zijiang Enterprises, more than 3100 million in Orient Ventures, and more than 7800 million in Orient Securities. Fortune Road is also chasing 'securities and venture capital'."

"Confidence is back, I have confidence back."

"There is still hope in the two major areas of 'mobile Internet' and 'smartphone industry chain'."

"Bull market, Fortune Road's pursuit of 'securities, venture capital' definitely shows that Mr. Su agrees with the current market, which is a bull market pattern."

"Yesterday, Fortune Road reduced its positions in the two major areas of 'mobile Internet' and 'smart phone industry chain'. It should be to increase its positions in the 'securities and venture capital' fields today, diversify investment, and balance positions? Got it, got it... Fortune Road Lighting up is not because you are not optimistic about the market, but because you are optimistic that this is a bull market, so you want to invest in 'securities and venture capital' as another means of attack."

"Haha, following Fortune Road, it seems... the continuity of 'securities, venture capital', and even 'big finance' has also emerged."

"Next, the market will turn to a full-scale bull market, right?"

Stimulated by the data of the Dragon and Tiger List, the majority of retail investors, who were originally depressed, saw that Fortune Road did not sell a share, but continued to increase their positions. In an instant, they were as excited and excited as if they had been pumped. Get up, shouting the slogan of 'Masukura, Masukura'.

And in this emotional shift...

At this moment in Yanjing, in the internal trading room of a company with the background of a public offering fund called 'Shenhua Fund', a middle-aged man stared at the data on the Dragon and Tiger List just disclosed, and looked at the person whose presence was revealed on 'Orient Securities'. Fortune Road also showed surprise in his eyes, and said with emotion: "I didn't expect to chase you in. It seems... Although you are famous, you are still young after all. You don't understand the real rules of this market. Some money You can make money, but some money and some areas of opportunity are not something you can touch if you want to touch it!"

(End of this chapter)