The investment era of rebirth

Chapter 267 Humanoid Money Printing Machine!
In his heart, he believes that the main fund of Fortune Road is always just hot money in the market all the way. It may be good to speculate in small-cap stocks and concept stocks, but the core weight like "big finance" is definitely not something that this kind of fund can dominate and hype .

After all, in this field, a series of super main funds such as public funds and state-owned institutions are gathered.

Compared with large and super-large main institutions with a scale of billions, tens of billions, or even tens of billions, the amount of hot money will not play any role at all.

And usually...

Whether it is a sudden favorable market or a persistent trend, hot money will also avoid heavyweight stocks.

Therefore, he believes that Fortune Road's pursuit of securities, in the field of 'big finance', which has a rather complicated internal bargaining structure, relies on emotional speculation to reap huge profits, it is completely wrong calculation, and it is very unwise.

"Old Chang, it's not a good thing to underestimate your opponent!"

Behind him, another middle-aged man, Lin Zhaoye, director of the fund management department of Shenhua Fund Company, said with a chuckle: "As far as I know, this Fortune Road fund is very good at capturing market opportunities." Free Trade Zone' World War I, this guy became famous all over the world."

"It depends on the main line of investment opportunities analyzed from the news of the market."

"As a result, countless main funds have been lurking in the line of the 'Shanghai Free Trade Zone' in advance, and they have reaped several times the huge profits."

"Nowadays, 'securities and venture capital' are suddenly rioting. Although the market generally believes that the riots in these two sectors are the result of the market's general confirmation of the basic logic of the bull market, but after careful consideration, the centralized regulatory authorities have recently released a series of positive news. , to stimulate the market, it is also possible to guess the 'IPO restart'!"

"So what if you guessed it?" Chang Li, the product manager of the "Shenhua Blue Chip Selected" fund of Shenhua Fund Company, known as "Old Chang", said lightly, "The previous positions of this fund were all in the core of the GEM." Even if he has guessed the two concepts of mobile internet and the smart phone industry chain, it is too late to build a large-scale position, and he will only chase higher and take orders for us."

"And just so..."

Chang Li smiled, and continued: "We can also take advantage of the influence of his seat to quickly increase our heavily held stocks, so that more funds following his seat will flow in, thus helping us retreat safely."

"Bull market... let everyone live in the fantasy of the bull market!"

"With the news of 'IPO restart', after harvesting this wave, the performance of our company's main 'blue chip selection' product should be able to turn positive."

"The news of 'IPO restart' is bad news for the market as a whole. If we want to make full profits, we really have to quickly increase the stock prices of heavily held stocks before the news is fully clear and while the market sentiment is still hot. , to make the most profit." Lin Zhaoye nodded, "No matter what the motivation is for the funds of Fortune Road, it is a good thing for us to catch up now. After all, hot money participates in speculation, and the market will ferment faster."

Between the two of them talking...

At the moment, similar scenes are happening in many institutions with large positions in the field of 'securities and venture capital'.

Everyone is a little surprised that Fortune Road is so fast pursuing the line of "securities and venture capital", but there are surprises in addition to the surprise.

After all, after everyone gets the news that the market IPO is about to restart.

Quickly launch the "securities, venture capital" market, whether the main line of this market can continue, whether other active funds in the market will follow immediately, and whether the market can be speculated before the news officially comes out, and then profit from the news after giving The harvesting space has always been quite suspicious.

But now... With the pursuit of wealth road, the market investment sentiment will definitely ferment in this direction.

In this way, the problems they worry about will not exist.

"With such an urgent transfer, how do you feel that the operation of Fortune Road's funds has been substandard in the past two days!" Institutions are thinking in their own minds, wanting to take advantage of the news channel of 'market IPO restart' , when harvesting Fortune Road and its follow-up market retail investors, at this moment in Shenzhen, inside Xinniu Fund Company, in the trading room, Mou Zhengxing, the trading team leader of Manniu No. 1 Fund, after the resumption of trading, I couldn't help complaining, "The line of 'securities and venture capital' shouldn't last long, right?"

"Why is it out of standard?"

Fund manager Fang Xinsheng heard Mou Zhengxing's complaints and couldn't help asking.

Mou Zhengxing didn't expect the manager to be standing behind him, smiled a little awkwardly, and said: "The reduction is too fast, the pursuit is too fast, and the big money is played as a retail operation mode of chasing ups and downs, and I feel restrained everywhere." Because of the market, it lags behind the market, so I feel that compared with the previous operation of Fortune Road, it is a little... different."

"Constrained by the market, lagging behind the market?" Fang Xinsheng smiled, "How do you know that what you see is not what others want you to see?"

"If the road to wealth is really as stupid as you say, it will kill the fall when it falls, and chase the rise when it rises."

"It's just a large retail investor."

"Then how could he create such a huge amount of wealth in just a few months, relying on his own strength, he has gathered tens of billions of funds, so that 'Yuhang Investment' has been established for less than half a year? Within a short period of time, you will be among the ranks of domestic private equity with tens of billions of dollars?"

"The Dragon and Tiger List not only needs to be seen with the eyes, but also needs to be thought with the heart."

"Furthermore, you said that the line of 'securities and venture capital' has no continuity. How do you judge it?"

"I said that the main hype of 'securities, venture capital' has no continuity, mainly because of the total turnover of the current market." Mou Zhengxing thought for a while, and replied, "Today's market is in the 'securities, venture capital' In the case of a full-scale outbreak, not only did the volume not continue to increase, but the overall volume shrank a lot, and it shrank back to less than 1200 billion. This gave me a very bad feeling. After all, volume comes before price. If there is no volume, where does it come from market?"

"As for the Fortune Road..."

"The manager just said that what we saw was most likely what the other party wanted us to see." Mou Zhengxing scratched his head, "What does that mean?"

Fang Xinsheng said: "Top hot money in the market will use their trading seats to induce market sentiment and help them increase stock prices and shipments. Do you think that Fortune Road can't do it? Yesterday Fortune Road was in the 'mobile Internet' and 'smart phones. The two major market main lines of the industry chain are so urgent to get out of the warehouse, but today the road to wealth has completely disappeared on the core concept stocks of these two major main lines.”

"We all know that the 'Yuhang No. 1' fund managed by Fortune Road holds positions of at least 30 billion on these two main lines."

"He wants to sell down and reduce his position, how can he get out in a day?"

"Yesterday, the reduction was so urgent that he didn't hesitate to kill the market. Today, the two main lines are obviously more sluggish, but he gave up continuing to reduce positions and take profits. Do you think this is normal?"

"Yes...it's quite strange!" Mou Zhengxing nodded in response.

"Mostly Fortune Road was deliberately killed in such a hurry yesterday." Fang Xinsheng guessed, "And this also shows that he is probably out of the game on the two main lines of 'mobile Internet' and 'smart phone industry chain', and it is completed." The profit has been harvested, and there is no position... Naturally, it will no longer appear on the Dragon and Tiger Ranking!"

"This..." Mou Zhengxing was extremely shocked, "Is this not possible? When the 'Yuhang No. 1' fund announced its position data in September, there were more than 9 billion positions on these two lines. I’ve seen Fortune Road lighten up their positions once, why did they all show up?”

"After the National Day, how many times have you seen the core concept stocks of the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain' have been listed on the Dragon and Tiger List?" Fang Xinsheng said, "Now that I think about it...these two main lines after the National Day In the trend, several popular stocks deliberately staggered the disclosure conditions of the dragon and tiger list data many times, which should be under the control of Fortune Road, secretly reducing positions and taking profits."

"It's amazing..."

"With such a large position, it went out silently, and it can also create an obvious false impression on the market."

"Let's talk about the line of 'securities, venture capital' today."

Fang Xinsheng paused, and continued: "You can see that Fortune Road is urging to catch up on the Dragon and Tiger Rankings. In fact, this may be a signal deliberately released by others. What they want is funds from all parties in the market, including retail investors. In terms of direction, it is more optimistic, and there are not many positions."

"In this way, the market of this line can be fermented faster."

"Think carefully about Fortune Road's appearance on the Dragon and Tiger List in the past two days. This fund...is really admirable, so smart."

"If my guess is right..."

"Now the road to wealth is on the line of 'securities and venture capital', which is definitely a heavy position."

"This time, not only retail investors will be played around, but even the big institutions in the field of 'securities and venture capital' will also be ruthlessly harvested by this stock of funds."

"such a pity……"

Thinking of this, Fang Xinsheng couldn't help but sighed: "I only wanted to understand these key points after the disclosure of the Dragon and Tiger List today. It's too late to do what I want to do now."

"So... that's it!" Mou Zhengxing was shocked and finally understood.

"However, Fortune Road...why did you cut down on the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain' in advance, and transferred to the 'Securities, Venture Capital' field?" Mou Zhengxing thought for a while, and another thought came to him. More questions, "How can he predict in advance that the line of 'securities and venture capital' will replace the two main market lines of 'mobile Internet' and 'smartphone industry chain'?"

Fang Xinsheng pondered for a while, and said, "This question... I haven't figured it out either!"

"Probably because of market rumors that the IPO will be restarted." During the conversation between the two, Liu Xin, the general manager and founder of Xinniu Fund Company, walked into the trading room, "I said that today's securities and venture capital riots are very strange. , After some inquiries, it really...is tricky."

"IPO restart?" Fang Xinsheng had a look of surprise on his face, "Where did Mr. Liu get the news?"

"It was reported from Yanjing." Liu Xin replied, "It's just that the current plan for the 'IPO restart' is still under internal discussion. The specific conclusion has not yet come out, but the restart plan has a high probability that it will be implemented. , and...the news is clear, it should be in the near future.”

"No wonder, no wonder!" Fang Xinsheng sighed repeatedly.

I fully understand the series of position changes on Fortune Road.

"I mean, why are the regulatory authorities so aggressive towards the market recently?" Fang Xinsheng thought it over, and said, "It turns out that this core logic has always been followed."

"The restart of the IPO is bad for the market!" Mou Zhengxing was also a little shocked when he heard the news, "In addition to the securities and venture capital fields that directly benefited, other sectors of the market should be affected, especially for market sentiment and investment. In terms of confidence, it can be said to have collapsed."

"The GEM will bear the brunt..."

"After all, after the suspension of the IPO, those stocks that have benefited the most are the stocks listed on the GEM. In the past year, due to the scarcity of these stocks and the restrictions on the backdoor restructuring of the GEM, the valuation of these stocks has been higher than the overall market level. , If the IPO restarts, the scarcity of ChiNext stocks will disappear.”

"And once this scarcity is gone, the overall valuation drops, adding to the emotional blow."

"I'm afraid it is the direction of the GEM, and it will usher in a sharp drop!"

"It's no wonder that Fortune Road has reduced its positions and stopped profits on a large scale when the two main lines of 'mobile Internet' and 'smartphone industry chain' are still breaking through like a rainbow."

"It's amazing, to be able to detect future changes in the market so long in advance."

"This person's market forecasting ability is too scary, right?"

"It's not that his forecasting ability is terrible." Fang Xinsheng continued, "It's that this person's ability to capture market information and analysis is too strong, coupled with his excellent market trading ability and hype ability... in the financial trading market , It’s really a human-shaped money printing machine!”

"Mr. Liu..."

After Fang Xinsheng sighed with emotion, he turned to look at Mr. Liu: "'Venture investment, securities', the direct beneficiaries of the IPO restart, have been speculated in advance, and the bad news is regarded as the good news. The continuity of the market is unknown. Coupled with the lurking and induction of the core force of Fortune Road, the height of the space is also unknown."

"If we follow up on a large scale in this field, the risk is not small."

"Even if you make a profit now, I am afraid that in the end, it will be a problem to get out safely."

"Then intervene in a small amount, the main position, in the next few trading days, or gradually withdraw, and reduce the overall position of our fund!" Liu Xin ordered without any hesitation, "This kind of market driven by news, If we miss the opportunity, we will not have a good opportunity to intervene in a heavy position. I understand this point. Since it is true that the performance of the 'Yuhang No. 1' fund cannot be caught up, it is also good to turn conservative and stay in the second place. !"

He is actually very satisfied with the performance of the 'Manniu No. 1' fund this year.

Today, the overall market is at a turning point. Since you can't participate in the main market, it is a good strategy to retreat in time and maintain the previous profit.

After all, he really couldn't ask Fang Xinsheng to achieve the same performance as Fortune Road.

Because the real genius investors in the market can be met but not sought.

"Okay!" Fang Xinsheng responded, "My opinion is to intervene with a small position and lower the overall position level of our fund."

While everyone was talking, Yuhang at the moment, inside the Yuhang Investment Company, in the trading room.

After checking the data on the Dragon and Tiger List, Li Meng was a little surprised when he saw that several institutions were on the list: "These institutions are attacking more fiercely than us today. Is it clear? That's why it seems so urgent."

"It should be almost clear." Su Yu said, "Otherwise, today's market would not be in such a trend."

"Fortunately, we adjusted our positions quickly." Li Meng said with emotion, "Today's fire is on fire... Many people should think that we don't have many positions in the field of 'securities and venture capital', and the main positions are still in the 'moving Internet' and 'smartphone industry chain' are two main lines, right?"

Su Yu smiled and said: "It's so good, I will continue to buy it tomorrow. The more urgent we buy, the more urgent they are."

After his seat appeared today...

Su Yu reckons that as the core institutions in the field of 'big finance', who have received internal information, they will definitely use his position influence to do something, even after judging that he has insufficient positions in the field of 'securities and venture capital', It will continue this main line in the form of rapid market pull, luring him to continue buying.

And it just so happened that Su Yu also wanted to use the funds of these main institutions to keep pushing and carrying sedan chairs for himself.

Because of his early ambush, as well as his intentional appearance on the Dragon and Tiger List yesterday and today, he got inside information, and the main institutions eager to pull the market to harvest will never realize that...they themselves are not really the food that controls the market and sits in the sedan chair. The winner is the bearer who carries the sedan chair for others.

"Are you still focusing on 'Oriental' stocks?" Li Meng asked.

Su Yu nodded and said: "Yes, this series of stocks not only closely follows the theme, but the chips are relatively clean, and can also be linked with the stock 'Zhezhou Dongfang'."

"Linkage with Zhezhou Dongfang?" Li Meng didn't quite understand, "Didn't you tell us to deliberately avoid this check?"

Su Yu smiled and said: "In terms of holding positions, I deliberately avoided it, but in terms of operations, I can make full use of this check."

"Last time, after meeting with Mr. Wu of Zhejiang Dongfang Group, he expressed his appeal, and I also mentioned him. Looking at the trend of Zhejiang Dongfang today, he should be prepared."

"He wants to cash out hundreds of millions more from the market to solve the cash flow dilemma of Zhejiang Dongfang Group."

"Then we must take advantage of this round of good news to substantially increase the stock price of Zhezhou Dongfang."

"Only relying on the hazy hype in the market, it is basically unrealistic for Zhezhou Dongfang to achieve at least a 50% increase."

"So, I dare to conclude that there must be a new blockbuster release of this check in the next two or three days."

"Thereby further stimulating the share price."

"We speculate on 'Oriental' stocks in order to let the various funds in the market follow suit, form an inherent impression, make full use of the trend of 'Zhezhou Oriental' to release heavy positive news, and put the other oriental stocks that we dominate the market , the stock price has been hyped higher.”

"Originally, I expected that the wind of IPO restart in the market should not blow until early November."

"But I didn't expect the changes and reactions of the market to be faster than I expected."

"Since the news of the 'market IPO restart' is almost clear, then... this round of market prices is mostly a trend that comes and goes quickly, and the continuity is not very strong."

"In this case, then we need to make full use of our strength to raise the height of the hype as high as possible."

"In this way, we can make more profits and have sufficient profit pads to face all emergencies and ensure that we can exit the market safely."

"Understood!" Li Meng said with a smile, "This should... be called using strength to fight against strength, right?"

Su Yu nodded with a smile and said, "Almost."

In this market layout, many institutions who want to use the news of "IPO restart" to stimulate the "securities and venture capital" sectors, hype the market, and compete for the year-end performance rankings are bearers; retail investors who follow him for a seat on the dragon and tiger list are chasing after the trend He and the hot money are the bearers; Wu Jinghao, who was instructed by him to follow this wave of good market and quickly raise the stock price to cash out, is also the bearer who made his wedding dress and carried the sedan chair for him.

Of course, Su Yu does not rule out that the market has smart funds to see through his layout.

It's just that the market is driven by news, and the fault tolerance rate and operation difficulty are extremely high. If he really has the funds to keep up with his pace and follow the trend without missing a step, then he can only admire it.

The two discussed for a while, and then Su Yu checked the traders' replay records in turn.

Afterwards, while the investors on the entire network were still discussing his position on the Dragon and Tiger List in a heated and intense manner, they left work together with Li Meng.

And at night...

Sure enough, it was as Su Yu guessed.

Zhezhou Dongfang released a good news about mergers and acquisitions, merging Wu Jinghao’s privately held venture capital company into a listed company, and announced that the venture capital company to be merged, the current investment companies, including 5 companies, are in the In the listing queue, if the IPO market had not been suspended, according to the original listing schedule, these five companies would have already been listed.

This good news from Zhezhou Dongfang is not easy to understand for the majority of retail investors in the market.

But for those main funds who already know the internal news and know that the IPO market is about to restart, seeing this good news from Zhezhou Dongfang, they become excited and excited instantly like a cat smelling fishy, ​​and plan to start trading as soon as the market opens tomorrow morning. Crazy rush to raise this stock.

And this stock has a circulation of more than 70 billion, which is also suitable for large funds to enter and exit.

At the moment when Zhejiang Dongfang Group announced its good news and aroused heated discussions in the market, extremely heated debates broke out in the main hot money group of Yuhang where Su Yu belonged.

One side believes that the core main line of the market is still on the GEM.

Because only the emerging economic fields of the GEM, that is, the fields of 'mobile Internet' and 'smart phone industry chain', have sufficient future expectations and room for imagination, can generate continuous hype, and can lead the market to take a new step, out of the A bull market through and through.

The other party believes that the growth rate of ChiNext Index deviates from the Shanghai Index too much, and the average valuation is more than double that of the main board.

Even if there is room for future expectations and imagination, it will be difficult to rise further when valuations and expectations are significantly overdrawn.

Therefore, under this kind of logical thinking, there are huge differences about whether the "securities and venture capital" fields that have exploded today are sustainable, and whether they have hype and follow-up value.

Of course, in this kind of debate, there are also many friends @苏禹 who want to hear his opinion.

Su Yu knew that his current influence was extremely inductive, and he could no longer speak casually, so he pretended not to see it and silently watched the crowd's quarrel.

And amidst this vastly divisive mood came the next day, Friday, October 10th.

There is no obvious positive or negative attack in the market, so, purely under the fermentation and continuation of yesterday's emotions, at 9:15, the two cities ushered in a call auction.

I saw that sectors related to the concept of 'securities and venture capital' continued to open higher today despite the surge yesterday.

The GEM refers to the relevant weight concept plates, related concepts of 'mobile Internet' and 'smart phone industry chain', opened slightly lower.

The concept of 'reorganization and backdoor' opened lower today due to the sharp drop yesterday.

Other concepts such as "Shanghai Free Trade Zone", "oversold rebound", "super brand" concept, "core value blue chip" concept, etc., all maintained a flat or slightly higher opening trend.

As for the core popular stocks in these concepts...

Xinwei Group opened 4.35% lower, Huaqingbao opened 1.12% lower, Changqu Technology opened 0.89% lower, Shanghai Sanmao opened 0.32% lower, Zhejiang Dongfang Yizi daily limit, more than 30 orders were sealed, Orient Securities rose Opened 4.11%, Dongfang Ventures opened 3.75% higher, Shibei Gaoxin opened 1.48% higher, Huaxin Securities opened 0.56% higher, and Huatong Securities opened 0.69% higher.

Overall, the market continued yesterday's market trend in the initial call auction situation.

Mainline concepts such as 'mobile Internet', 'smartphone industry chain' and 'backdoor restructuring' were apparently abandoned by the main funds, while the emerging concepts of 'securities and venture capital' ushered in many main funds rushing to raise funds.

"Zhezhou Dongfang has a daily limit, this is unscientific!"

Seeing the initial call bidding situation in the two cities, Lin Tingzong, the fund manager of Yuhang and Jingda Investment, couldn't help but frowned, and complained: "The company controlled by the chairman himself is sold at a high price to a listed company controlled by him. What kind of particularly high-quality assets, what kind of benefits? Can it be worth a daily limit, 15 billion in value?"

(End of this chapter)