The investment era of rebirth

Chapter 275 Invisible on the Dragon and Tiger List!

Su Yu pondered for a moment, and said, "Maybe funds will quickly attack the line of 'Internet Finance'."

"The line of 'securities and venture capital' has been differentiated, but the line of 'Internet Finance' can still rise?" Li Meng was a little puzzled, "The line of 'Internet Finance', the current hype logic in various aspects, compared with 'Securities, venture capital' are all worse!"

"It's worse, but it belongs to the 'finance' concept section after all, right?" Su Yu said, "and this section can also be connected with the 'mobile Internet', and... the Shanghai Steel Union has come out with a check, Although I don’t know which stock is leading the speculation of this check, but at this time, the old demon’s coming out will have a very big boosting and guiding effect on other stocks in the same sector.”

"The funds from 'securities, venture capital' lighten up and make profits in the morning."

"If you don't leave the market, you will find a relatively low plate to make a deal."

"As for the seesaw effect between the GEM and the main board, all funds in the market at this time should have clearly felt it long ago. Everyone knows that the line of 'securities and venture capital' is seriously bound to the Shanghai Stock Exchange Index, and this line has fallen into differentiation and adjustment. , then the Shanghai Stock Exchange Index will not be easy to pull, but the pressure on the ChiNext Index will be reduced.”

"Therefore, this part has no funds to leave the market, and will never choose the concept of the direction of the main board."

"And in the direction of the GEM..."

"The two main lines of 'mobile Internet' and 'smartphone industry chain' are severely suppressed by potential bad news. Really smart funds will definitely not do it."

"So, if you choose to choose, there is a high probability that only the 'Internet Finance' sector can do it."

During Su Yu's analysis, Li Meng thought about it carefully before responding: "It makes sense...it's a pity that we have no bargaining chips in the field of 'Internet Finance' for a long time."

"The money in the market can never be earned." Su Yu smiled and said, "It is enough to grasp the main market and make money with a high probability."

"Oh, right……"

Su Yu paused, and then said: "How much did the two funds reduce their positions in total in the morning?"

"A total of 27 stocks have been reduced. From the opening of the morning to the end of the noon, according to your instructions, a total of more than 10 billion positions have been reduced." Li Meng replied, "12 of the stocks are already in the liquidation state."

"but……"

Li Meng paused for a while, and continued: "We didn't make much profit on the 12 stocks that have been liquidated. We only made an average profit of 10%, which seriously underperformed the growth of the 'securities and venture capital' sector index."

"It doesn't matter." Su Yu said, "These fringe concept stocks are only bought for the purpose of diversifying positions. They are not the main source of profit for our fund. It can have an average profit of 10%, which is not bad. Others have reduced their positions, but not yet. The cost of the 15 stocks that were liquidated is already very low now, right?"

Li Meng glanced at the backstage and replied: "After reducing the position, our holding cost for these 15 stocks is already about 35% lower than the current market price, which is enough to deal with any sudden market risks and achieve a profitable exit."

"That's good!" Su Yu nodded with a smile, "Continue to sell in the afternoon, and at the same time remove 12 companies including 'Oriental Ventures, Orient Securities, Huaxin Securities, Huatong Securities, Shibei High-tech, Zhangjiang Hi-Tech, Zijiang Enterprise...etc. The most core stocks, other can be reduced, can be reduced."

"The amount of funds in our positions is too large. Even if it is a big main line concept market with sufficient liquidity such as 'securities and venture capital', it is not easy to enter the market in a short time."

"So, we must before the bad news about the restart of IPOs in the market starts to spread."

"Through the form of reducing positions and taking profits, the cost of holding positions is lowered to a point lower than that of most major institutions holding positions in the market, so that we can take full initiative."

"Understood!" Li Meng replied.

Then, when the noon time came, everyone took advantage of the rest time and returned to the trading room after eating.

On the market news, analysts from various brokerage institutions and public offering institutions are still enthusiastically singing about the market and shouting strategies for deploying a bull market.

And major stock online forums, communities, and the majority of retail investor groups are also optimistic.

Everyone didn't pay too much attention to the sharp dive in the morning, and they all thought that in the afternoon the board would easily recover the dive in the morning.

After all, during this period of time, any dip in the index has been covered in subsequent market changes.

This has formed an inertial thinking in everyone's mind, thinking that diving is no big deal, no matter how the index changes during the day, in the end, it will still be a trend of new highs followed by new highs.

Even, during this period...

There are already many retail investors shouting 'Any sharp drop in the intraday is a good buying opportunity' and shouting 'Financing follow-up, follow-up with leverage'.

And just as this kind of investment sentiment continues to be hot, and the investment thinking inertia of the market has obviously formed.

Bull market expectations are already sufficiently strong at this time.

The time reached 1 o'clock in the afternoon, and the two cities ushered in the second half of the trading time.

I saw that just after the opening of the market, the adjusted index in the morning ushered in a rush. The 'venture capital, securities' sector, as well as the concept sectors related to 'mobile Internet' and 'smart phone industry chain', all advanced together, leading the Shanghai index, Shenzhen Within 10 minutes, several major indexes, such as the Shanghai Stock Exchange Index and the ChiNext Index, broke through the 1.5% increase again.

However, pure emotional riots are suppressed by the dark line of bearishness that the market IPO is about to restart.

It cannot replace the huge incremental funds to continuously promote the index.

As a result, after a wave of emotional funds was exhausted, the upward trend of the index stagnated and fell into a sideways shock again.

At the same time, the rapid rise and violent rebound of 'Mobile Internet' and 'Smartphone Industry Chain' are the two core mainline hot stocks in the early stage, such as 'Huaqingbao, Changqu Technology, Wangsu Technology, Fenda Technology, LeTV', etc. , after an increase of more than 5%, and after touching the obvious selling pressure, it failed to attract more follow-up orders to enter, and finally rushed up and fell back. .

"It's poisonous, can't you pull it off?"

Seeing 'Huaqingbao, Changqu Technology, Wangsu Technology, Fenda Technology, LeTV' and other popular stocks in the early stage fell rapidly, the main funds to follow the trend were extremely scarce, and the retail investors who had followed the trend were extremely depressed.

"The main force of garbage, dare not pull it? You have to wait for the 'securities, venture capital' sector, and then suck up the funds before giving up!"

"What the hell, it's all the main force without a pattern, and none of them dare to raise the limit!"

"It's really unreasonable to keep underperforming the market. If I had known...they should be chasing 'securities and venture capital'. They are really useless main forces, and they can't even catch up with a fraction of the road to wealth."

"Hey, it's a pity that the current main focus of Fortune Road is in the field of 'securities and venture capital'."

"The main force of these garbage really deserve to lose money. The index has reached a new high. Hua Qingbao has adjusted it for several trading days, and it is almost 20% of the range, but still dare not pull it."

"It's not that I didn't dare to pull, everyone didn't find out... Is it because I don't have funds to follow?"

"Nonsense, if you don't raise the daily limit, who will follow?"

"I just chased after it. I thought it was a daily limit, but I didn't expect... to be tricked again. If I had known, I would not have sold Huatong Securities."

"The securities and venture capital sectors are still reliable, and the lines of 'mobile Internet' and 'smartphone industry chain' seem...to be completely hopeless."

"The market has continued to rise sharply, reaching new highs every day, and it has gone like this. If the market adjusts, it must not plummet? I understand that the market has completely transferred to the securities and venture capital sectors. Spending it here is a waste of time and money, sell it, sell it, and follow the road of wealth to chase securities is the kingly way!"

In the discussion of everyone...

As if one is ebbing and the other is ebbing and flowing, a large number of popular stocks in the core concept area of ​​the GEM have soared and fell back. In an instant, the securities and venture capital concept sectors resumed their upward trend, and the gains of the sectors have climbed back to the 5% range. And Huatong Securities, which has become the most popular stock in the market, once again gathered a huge capital flow and tried to hit the board again.

At the same time, there was a riot in the 'Internet Finance' sector.

Huake Jincai, Hengsheng Electronics, Great Wisdom, Flush, Oriental Fortune, Jinzheng Shares, Changliang Technology...nearly 10 stocks showed a straight-line rise.

"Huh...the market has actually shifted to the 'Internet Finance' sector."

At the time of the large-scale riots in "Internet Finance", Xie Wanting was surprised in the trading room of Yanjing and Anlan Fund: "What is the reason for this? The two main lines of the mobile phone industry chain have been pulled up, and finally this sector has rushed out."

"Derivative products under the main market of 'Securities and Venture Capital'." Beside Xie Wanting, Zhou Guohua said, "It is also under the limited market turnover. It is a helpless choice for the two core main lines of the ChiNext Board, namely 'Mobile Internet' and 'Smartphone Industry Chain'."

Xie Wanting was reminded by Zhou Guohua, pondered for a while, and finally understood: "The main line is divided, but the branch lines derived from it are spreading. Today's market trend is... really interesting."

"'Securities and venture capital' have accumulated a large number of profit-making orders. Without adjustments in the market, there is no way to continue to go up with the current active funds in the market." Zhou Guohua said, "And during this adjustment period, there is always a need for other branch lines. , to undertake the market and funds.”

"As for the entire market, only the line of 'finance' has been recognized by all parties' funds and the majority of retail investors."

"It's a pity that insurance and banks are larger than the securities sector. With the amount of active funds in the current market, it is impossible to leverage. Therefore...the choice of funds comes and goes, and only the 'Internet Finance' has been exploded. The fields that have been speculated are most suitable to undertake the market conditions at this moment."

"This field is backed by the main line of 'finance'."

"At the same time, the vast majority of stocks in the concept sector are small and medium-sized stocks with limited circulation, so it is not difficult to pull them up."

"Furthermore, it can be regarded as a bit of the concept of 'mobile Internet'."

"It's good to pull this field, whether it's chasing funds in the financial line, or thinking about funds in the 'mobile Internet' line."

"However, it exists as a short-term undertaking market."

"When the intraday adjustment of the core main line of 'securities and venture capital' is completed, and active funds from all walks of life converge on it again, the sub-line market of 'Internet Finance' will not have much support, so...even if it rushes at this moment came out, but there was no continuity."

"Active funds from all walks of life have gathered again..." Xie Wanting chanted Zhou Guohua's words, paused, and asked, "Teacher thinks that the line of 'securities, venture capital' can be improved?"

Zhou Guohua nodded with a smile: "In the market hype, differentiation is not the end, but the consistency of explosive volume after differentiation is the key point. In terms of the time window of the hype, the current news that 'market IPO is about to restart', It has not been fully clarified and diffused, and the atmosphere of bull market expectations is strong, and although the quarter-on-quarter increase in market turnover is slow, it is still growing quarter-on-quarter after all.”

"In addition, the 'securities and venture capital' sector, except this time, did not perform any other performance throughout the year."

"On the contrary, it is in the core sector of adjustment every time. Before this hype, no matter the absolute or relative position of the stock price, it was the lowest sector in the whole market."

"So, under the superposition of various expected shifts..."

"This kind of retaliatory rebound from the historical low position does not really burst out a huge amount, touches the core area of ​​​​the solid bargaining chip, and is not hit by a sudden heavy negative. It can still maintain a relatively optimistic attitude. Its performance is impressive.”

"If it is as expected, Fortune Road should not be sold on a large scale today, right?"

"But why do I think...the market in the morning was made by him." Xie Wanting said, "This guy rarely plays cards according to common sense, and no one knows how much he has in his hands now." 'The chips in the field, even I suspect that his main holdings have been transferred to the line of 'securities, venture capital', just waiting to reap the benefits of IPO issuance, blowing false bull market declarations, and large-scale pulling 'securities, venture capital' Venture capital' large institutions."

"Then wait for the announcement on the Dragon and Tiger Rankings." Zhou Guohua smiled, "Although it doesn't follow common sense, no one should be able to make trouble with profits, right?"

"Okay!" Xie Wanting was overjoyed.

It was a rare time when she had a complete disagreement with the teacher, and now...she really wanted to see if today's game was the result of Fortune Road.

While the two were talking, 2 o'clock had already passed.

I saw that the market conditions have completely changed from when the market opened in the afternoon.

The two major core concept stocks of 'Mobile Internet' and 'Smartphone Industry Chain', which rebounded violently before, have retracted their gains by 4 or 5 points from the highest point in the session at this moment, and fluctuated sideways at 1 or 2 points. The position, and the main capital flow on the disk, once again showed a net outflow state.

The previously differentiated and adjusted "securities, venture capital" concept sector fell back after a brief rise of 5%, and continued to maintain a range of 3% to 4% gains. Among them, the core popular leading stock, Huatong Securities, returned to the market. The seal failed, and the stock price rose again to around 6%.

The related concept sectors of 'restructuring backdoors' that were completely abandoned by funds before plummeted.

At this moment, it still fell sharply across the board, and related core concept stocks almost swept the decline list of the two cities.

Unexpectedly, the "Internet Finance" sector, which rushed out in the afternoon, is still shining at this moment, and it has come from behind, surpassing the "Securities, Venture Capital" sector, becoming the concept sector that led the rise in the two cities, and due to the market fluctuation of this sector Driven by the fact that the GEM refers to the downturn in the two core lines of 'mobile Internet' and 'smart phone industry chain', it has not fallen much, maintaining a sideways situation.

As for the "big finance" sector that performed slightly before, the insurance and banking sectors.

Now it has completely sunk, and only maintains a slightly red plate.

On the contrary, the 'big consumption' and 'big real estate' sectors have completed the relay to finance today. Compared with the previous few trading days, they appear to be quite strong.

Finally, when the market closes at 3 o'clock.

The Shanghai designated price is at 1.32%. Compared with the highest point in the day, it has fallen by more than 1.5%. At 2400%, it stood at the 1.19 mark and hit a record high.

For such a closing result...

The majority of investor groups in the market are actually not very satisfied.

Of course, everyone’s dissatisfaction is not with the index, but with many popular main lines in the market, such as "securities, venture capital", "mobile Internet", and "smart phone industry chain", which have obviously risen and fallen, and related core concept stocks After all, these areas are the places where the truly active retail investors chase and gather on a large scale.

The effect of making money in these fields is not good, and even the effect of losing money is obvious, no matter how much the index rises.

Most retail investors who chase the market will naturally not be very happy.

However, even if everyone is not very satisfied with today's market trend, they still have great expectations and expectations for the market outlook and the future of multiple main market trends in the market.

At the same time, everyone is concerned about the trend of the main fund of Fortune Road...

Whether Fortune Road will continue to buy the concept core stocks of "securities and venture capital" today, and whether it will sell out of the two main core stocks of "mobile Internet" and "smart phone industry chain" is also highly concerned, and the discussions are intense. They are all looking forward to the update of the Dragon and Tiger List.

Finally, at 5:[-] p.m., the dragon and tiger list was refreshed.

Investors in the entire market, including many large institutional groups, focused their attention on the refreshed Dragon and Tiger list, but found no sign of Fortune Road among the more than 20 stocks on the list.

"It's actually locked?"

Chang Li, the fund manager of Yanjing and Shenhua Fund, was very surprised when he saw the refreshed list of dragons and tigers: "I thought you were the leader in Huatong Securities, but now... I'm overthinking it!"

(End of this chapter)