The investment era of rebirth

Chapter 276 Motivation analysis, speed up appearance!
He originally thought that under the circumstances that bull market expectations had been generally recognized by market investors.

Fortune Road will continue to increase its positions in the field of "securities and venture capital", and even transfer the main positions of the two main concepts of "mobile Internet" and "smart phone industry chain" in the direction of the ChiNext to extreme riots "Securities, venture capital" core main line.

But I don't want Fortune Road to disappear completely today except for the signs of eager buying in the first two trading days.

Moreover, what surprised him even more...

It is because Fortune Road is on the main line of the two GEM weight concepts of 'mobile Internet' and 'smart phone industry chain', and it has not appeared again.

"Are you disappointed?" Lin Zhaoye laughed beside Chang Li.

"It's not disappointing, it's just a bit of a surprise." Chang Li said, "The funds of Fortune Road did not continue to increase their positions in the line of 'securities and venture capital' on a large scale, which proves that this fund is still the main line of the market. I have some concerns, but... this stock of funds did not take out positions today on the two main concept lines of 'mobile Internet' and 'smart phone industry chain', which are heavy positions in the early stage, but it also shows that this stock of funds still has a biased view of the market outlook. Optimistic, which also shows that the other party is not aware of the news that the market IPO is about to restart, otherwise... he should quickly escape from the two popular main lines of 'mobile Internet' and 'smart phone industry chain', as well as the entire GEM."

"And as long as the news that the IPO is about to restart in the market has not been made clear, it has not spread to the market."

"As long as the GEM, the small and medium-sized board, and many popular mainline concepts such as 'mobile Internet', 'smartphone industry chain', and 'restructuring backdoor', under the suppression of this hidden heavy bad news, there will be no continuous development. As long as the line of 'Securities and Entrepreneurship' continues to rise under the influence of the market's superficial 'bull market expectations' and internal 'IPO restart expectations'."

"I'm not afraid that the other party will follow up with a small-scale adjustment of positions."

"After all, in the overall optimistic mood, on the surface ... relatively clear expected performance."

"The core concept stock chips of 'securities and venture capital' at this stage are quite scarce and high-quality chips, and they can be regarded as tickets for the outbreak of the bull market."

"Actually... Even if Fortune Road does not continue to follow up, the line of 'securities and venture capital' has been hyped to this point, and it can be regarded as a success." Lin Zhaoye said, "In advance, everyone only thought about the news of 'market IPO restart', Leverage this main line, more or less before the news comes out, take advantage of the still hot sentiment in the market, harvest a little profit, and make up for the performance of everyone's weighted stocks this year, which have underperformed the ChiNext Index and even the Shanghai Stock Exchange Index. As well as losses, I didn’t expect it at all... The fire that was ignited by accident could burn to the point where it is now, pushing the entire market sentiment to the climax stage of "comprehensive bull market expectations."

"Now, everyone is very satisfied with the performance of this line."

"This is also the reason why there is a clear differentiation today, and many profit-making orders are out, because at this stage... there are many institutions that close when they are good."

"Where is this?" Chang Li was very disdainful of the main funds of various departments who made profits in today's session, "Based on the current 'Securities, Venture Capital' sector index, it is only enough to fill in 5 and 6 The huge trough of the tragic continuous decline in the month, the annual increase of the sector has just turned positive, and even the Shanghai stock index is far from catching up, let alone the ChiNext index, and the market...has only reached the first differentiation , It’s still far away from the real peak, these institutions... At this time, they start to drag their feet, earning a little money just thinking about pocketing it, there is really no pattern.”

"and……"

Chang Li paused, and continued: "Even if the news of the market's IPO restart is officially announced, the news will be a real benefit to the line of 'securities and venture capital'. By then...the funds in the entire market will In order to avoid risks, they will rush into the beneficiary sector of the IPO restart of 'securities and venture capital'."

"In the end, regardless of whether the news is public or not, the line of 'securities and venture capital' is at the current time point."

"It is the most suitable main line of speculation in the market, and it is also an area where active funds in the market will inevitably gather."

"Some people... have been terrified by the market for a long time." Lin Zhaoye said, "No matter how big the benefits are, in the hard future logical expectations, for them, it is only worth a rebound. Now the 'securities, venture capital' sector The increase has reached more than 10%, and there has been a divergence adjustment for the first time. These people are eager to get out of the market and settle their pockets, which is also reasonable. In comparison... the confidence of retail investors in the market is stronger than them out ten times."

"Hey, if you sing long and short, you will never have a future."

Chang Li sighed softly, and couldn't help complaining about the "these people" that Lin Zhaoye said.

And as the two talked...

At this moment, within Yanjing's An Lan Fund, Xie Wanting was also surprised after seeing the updated data of the Dragon and Tiger List today.

"Sure enough, it's locked." Xie Wanting turned her head to look at Zhou Guohua, "Teacher, you guessed it right!"

Zhou Guohua chuckled, and said: "If according to your guess, Fortune Road has been lurking here on a large scale long before the outbreak of the 'securities, venture capital' line, then lock up positions today, whether to buy or sell , is in his best interests, and it is also in line with today's market trend of differentiation."

"Indeed!" Xie Wanting nodded, "In addition to his lock-up on the line of 'securities and venture capital', today's 'mobile Internet' and 'smartphone industry chain' are the two core areas of GEM weight, I didn’t see him either, which should also confirm my guess that he has already completed the conjecture of reducing positions and taking profits in these two main lines, but..."

Xie Wanting paused, and continued: "Based on the amount of funds in his hand, if he gets involved in the line of 'securities and venture capital' on a large scale in advance, then...except for the core of this line In addition to stocks, he must have also dispersed to buy other concept stocks with relatively abundant liquidity."

"Because that's the only way..."

"With such a large amount of funds, he can build positions without anyone noticing in a short period of time without causing violent market fluctuations and not being noticed by the majority of the main funds in the market."

"You mean... that he may have deliberately avoided the Dragon and Tiger list today?" Zhou Guohua looked at Xie Wanting in a little surprise, "It's a good guess, but what's the evidence?"

Xie Wanting pondered for a moment, then said: "Of course I don't have any definite evidence, but today's 'securities, venture capital' line has dived at a high level, and the volume has increased significantly. Many non-core stocks have a huge number of main sell orders. All the intraday funds showed a large outflow, which I think is obviously abnormal.”

"According to what the teacher said..."

"If it is unsteady and the main force of institutions eager to exchange profits is taking profits and reducing positions."

"Then... those related concept stocks that obviously have no institutional holdings, there are obvious selling orders of main funds, and the time intervals of selling activities are basically the same, and there is a relatively obvious correlation, how to explain it?"

Saying that, Xie Wanting was on the computer interface...

Circle those stocks that she thinks are obviously abnormal "securities, venture capital" concepts.

Then, he went on to say: "I don't believe that the retail investor group in the market can sell such a large number of concentrated selling orders, and can also be linked with multiple stocks within the same time period."

"Besides, I have just reviewed these stocks with frequent changes today."

"It was found that in the month before the outbreak of the main line of 'securities and venture capital' hype, and in the few trading days after the outbreak, there were few traces of large-scale main funds entering concentratedly."

"As for Fortune Road, that is, the methods, methods, and methods of Mr. Su's 'Yuhang Investment' to build positions. I have learned from the Waigaoqiao stock."

"Teacher, look carefully..."

"These stocks had a relatively obvious increase in trading volume between October 10 and October 9 after the National Day, but there was no obvious change in stock prices, and the line of 'securities, venture capital' at that time, As well as the conceptual sectors in which these stocks are located, they are all unpopular areas in the market.”

"At that time, it can be said that the core main funds of the market were all concentrated in the core hot stocks in the two major fields of the GEM, 'mobile Internet' and 'smart phone industry chain'. It has been ignored by everyone.”

"Amazing!" Seeing the stocks Xie Wanting circled and the review notes he made, Zhou Guohua couldn't help showing a clear smile on his face, feeling deeply relieved, and praised, "You have learned how to analyze and analyze The opponent and the market are now, not bad... Judging from your analysis results, it's not that Mr. Su of 'Yuhang Investment' didn't sell, but deliberately avoided the dragon and tiger list, and you won."

Xie Wanting's talent in stock trading is even better than he expected.

It made him extremely happy.

After all, in the final analysis, this is an apprentice taught by him personally. If Xie Wanting can go further than him on the road of financial transactions in the future, then he will also have glory on his face.

"I'm also guessing." Xie Wanting was also very happy to receive the teacher's praise, "Whether it is correct or not, we have to wait for further verification by the market."

"Judging from your analysis, you shouldn't be wrong." Zhou Guohua said with a smile, "This President Su is quite courageous, and he was able to make a big investment as soon as he found an opportunity. From this point of view... ...everything he's done on the Dragon and Tiger list since National Day is nothing more than deceptive behavior."

Zhou Guohua thought carefully about the line of 'Securities and Venture Capital' after the National Day, as well as 'Mobile Internet', 'Smartphone Industry Chain' in the direction of the GEM, and the market switching nodes of popular main lines such as 'Reorganization and Backdoor' , raised his eyebrows, and continued: "Wan Ting, do you estimate... how much chips has this President Su accumulated on the line of 'securities and venture capital', and how much has he paid out today?"

"It's hard to guess." Xie Wanting said, "Through volume comparison, I can only find traces of his 5 to 7 million in positions from these stocks that have changed, but I know that he holds Some 'securities, venture capital' main chips, absolutely impossible to only have such a little."

"Just for these fringe stocks that have changed, there are signs of 5 to 7 million in positions, so the amount of positions held by President Su in the entire concept of 'securities and venture capital' is quite large." Zhou Guohua Said, "I'm afraid there must be at least several billion. It is estimated that the 'Yuhang No. 2' fund he just established has also invested in it."

"Is that... an exaggeration?"

When Xie Wanting heard the number of 'billions', she was slightly shocked.

This number somewhat exceeded her expectations.

"If it wasn't for heavy positions, he didn't need to do so many deceptive behaviors." Zhou Guohua said, "This round... I am afraid that many large investment institutions who think that they are the leaders of the 'securities and venture capital' market, and follow the trend His retail investors and hot money have all become his bearers."

"And if...he has already started to reduce positions and take profits on a large scale today."

"Then next..."

"These institutional groups who take advantage of market unequal news, take advantage of the high market sentiment, and 'bull market expectations' to frantically pull the market, I am afraid it will be difficult to exit the market with a safe profit."

"The teacher thinks... what will he do next?" Xie Wanting asked.

Although she roughly guessed the other party's trading operations and captured the other party's traces on the board, she still couldn't guess the other party's next move.

Zhou Guohua pondered for a moment, and finally shook his head: "I can't guess, but I know...we have invested in the positions on the line of 'securities, venture capital', and it's time to go out and take profits!"

"Yeah!" Xie Wanting nodded, "It will be reduced tomorrow morning."

Their layout on this main line market is lagging behind everywhere, they haven't bought many positions, and the profit margin is not huge. Now that this line, the largest main force capital, has already begun to harvest, then their A small fish that breaks in should naturally be closed as soon as it is good.

In case you don't make much money and get accidentally injured instead, it's not worth it.

And just when the two of them guessed Su Yu's operation trend through disk analysis and the data of the dragon and tiger list, and adjusted the trading strategy in due course...

In the entire market, there are endless interpretations and topic discussions about the lock-up of Fortune Road.

"Wealth Road is locked and there is no movement. This should be considered a good thing, right?"

"It's definitely good!"

"At least it is good for Orient Securities, Orient Ventures, and many core popular stocks in the two main lines of 'mobile Internet' and 'smart phone industry chain'."

"Indeed, I thought that Fortune Road had failed again on the two popular main lines of 'Mobile Internet' and 'Smartphone Industry Chain' in the early stage. I didn't expect...the result is still not yet out. Fortune Road is Fortune Road. This kind of The determination is really not comparable to that of ordinary market players.”

"However, the good is the good, but the road to wealth is on the line of 'securities, venture capital'. Obviously, the number of buying chips is not a lot. Today, the road to wealth is at the core of the line of 'securities, venture capital'. Stop buying on popular stocks, does it mean that this line is about to enter an adjustment cycle?"

"If you don't continue to buy, it doesn't mean you have to adjust!"

"Looking at Orient Securities, Jiefang South Road has also intervened. It should be far from the end of the market, right?"

"Oriental Securities is haunted by two heroes. The stocks jointly bought by Jiefang South Road and Fortune Road this year are basically several times the big bull stocks. Now that Orient Securities has only three consecutive boards, it is too early to say that it is over? Anyway... I'm clinging to the bargaining chip, and if Fortune Road is not on the Dragon and Tiger Rankings to lighten up its positions on a large scale, I will never sell it."

"Looking at the selling list of Huatong Securities, it is basically all institutions."

"This shows that today's intraday dive is big, and the ones who smashed the market... are the main funds of the institutions."

"These rubbish institutions are not doing business."

"It's not just that they don't do business, but they're just dragging their feet, but...it's good if these guys smash it, so that more high-quality chips are released, which is just convenient for everyone to buy."

"Looking at the news on Fortune Road, there has been less selling and more buying recently. This means that Mr. Su is also optimistic about this bull market, right?"

"For sure! Wealth Road bought it. Just looking at the Dragon and Tiger List in recent days, the amount is several hundred million, but if it is not on the Dragon and Tiger List, Fortune Road must have bought more chips."

"In any case, as long as Fortune Road is not sold on a large scale on the list, it will be good."

"Yes, Fortune Road is locked, Jiefang South Road is new, and you can continue chasing Dongfang Securities tomorrow."

"Today's 'Internet Finance' sector also has a lot of bright spots. I feel that the old demon stock Shanghai Steel Federation is planning to start a second wave. It's a pity that the seat revealed on the list is not Fortune Road, but a series of hot money in Shenzhen. .”

"The 'Internet Finance' riots today should indicate that the market will go deep into the entire financial field in the future, right?"

"Finance is the first lever of the bull market. This is basically a consensus. The next market will definitely continue to deepen into the entire 'big finance' field."

"It's already full, but looking at the data of today's Dragon and Tiger List, if the market continues to go higher tomorrow, I think it's time to raise funds. Now the Shanghai Stock Exchange Index has reached more than 2400 points, which is less than 2500 points away from the 5 point mark. Yes, this wave... can definitely pass!"

"If the 2500 point can really be driven by the securities sector, then there will be a flat road in the future, and it will go straight to the 3000 point mark."

"A comprehensive bull market is bound to come."

"I still remember the article that Mr. Su of Fortune Road posted at the end of June. Looking at it now... Mr. Su's judgment on the market is really accurate. The 6 point set by the stock index at the end of June is really the starting point of this round of bull market."

"Not only is it accurate, it is simply a market guide!"

"Hey, it's a pity that I didn't see Mr. Su's article until after the National Day, otherwise I wouldn't have made up for the loss by now."

"I saw it when Mr. Su sent it out, but I was skeptical all the time. I only had a small position in the market. As a result... I missed the 'Internet Finance' market in June and July, and I missed the 'Internet Finance' market in August and September. The market in the Shanghai Free Trade Zone has also missed the big explosion of the dual main lines of 'mobile Internet' and 'smart phone industry chain' launched at the end of September, so... I will never let go of this round of securities market gone."

"The trend of Fortune Road is the leading market indicator of the market, and I have never missed it once."

"So, why analyze so much? Just follow the Fortune Road speculation!"

"Yes, Fortune Lu Su always eats meat, so we can just follow the soup."

"Full positions, full positions, everyone will add bricks and tiles, and tomorrow will directly help the Shanghai Stock Exchange Index break through 2500 points, hit a [-]-point Yang line, and directly open the curtain of a comprehensive bull market."

"As long as the regulator releases some good news at night, it is impossible to hit 2500 points tomorrow?"

"What's good? Why don't the central bank cut interest rates and reserve requirements!"

"It's impossible to cut interest rates and reserve ratios. After all, the Fed has just withdrawn from the QE plan, and the Fed is still preparing to raise interest rates. At this time, the central bank will definitely not do the opposite. Otherwise, the domestic stock market will be comfortable, and the exchange rate will collapse directly. It’s almost a small benefit.”

"I hope that the review standards for backdoor listings can be relaxed. The recent 'reorganization of the backdoor' sector is really tragic."

"The end of the year is approaching, and the risks of shell stocks and ST stocks must be increasing day by day. Is it normal for large-scale capital outflows in this field? After all, delisting and ST risks are there. Under the expected atmosphere of the bull market, the market is full of money. Opportunity, naturally there is no main capital to continue to suck blood in this field."

"It makes sense! Hey... It seems that I have to chase the securities sector tomorrow, and I will get a wave of blood."

"It's best to buy Orient Securities. I feel that this stock has the potential to become a demon."

"Blessed by the two top hot money seats on Jiefang South Road and Fortune Road, plus this check, it is already the leader in the securities sector, and it should be inevitable to become a demon."

"It's not just Dongfang Securities. I feel that the 'Three Musketeers of the East' have the potential to become demons!"

"It's because all three have the potential to become demons, but Orient Securities should have the highest probability. After all, the exchange of chips is the most abundant, and the market popularity and heat are also the highest!"

In the market discussion in full swing...

In the evening, analysts from various brokerage institutions and senior investment consultants were still talking about the market. Although the regulators did not speak out, the relevant important media once again made positive reports on the exciting and upward stock market. The important role of the stock market as an 'economic barometer' and 'economic blood'.

Finally, the next day, Tuesday, October 10.

In the still hot and passionate market investment sentiment, in the situation where the bullish view of the entire market has become an overwhelming advantage, the market ushers in another trading time.

I saw... 9:15.

Under the watchful eyes of countless investors in the entire market, nearly 2000 stocks in the two cities, 85% of the stocks ushered in a red market and a high opening at the beginning of the call auction.

In particular, the two core popular concepts of 'Securities and Venture Capital' have attracted much attention.

Under yesterday's high-diving dive and the trend of differentiation, at this moment, he was not afraid of the impact of yesterday's trend. The relevant indexes all opened higher by more than 2%, which reversed the decline of yesterday's diving retracement. Among them, the most core hot spot Stocks, the three stocks of Orient Securities, Orient Ventures, and Zhejiang Orient, which are referred to as the "Three Musketeers of the East" by the majority of investors in the market, directly opened at the daily limit.

"This market sentiment is simply..."

At 9:16, inside Yuhang Investment, in the trading room, after seeing the overall situation of the two cities at the beginning of the call auction, Li Meng was a little shocked and said: "If we have not concluded from the analysis results that the market will inevitably encounter adjustments here , I really have a feeling of dreaming back to the bull market, and my heart is surging!"

"Indeed!" Su Yu, who was sitting next to Li Meng, nodded slightly and sighed softly, "It's a pity that the market has such a good investment sentiment."

"However, after this round of the market, there should be some loosening of the hold-ups that have been accumulated for many years. In this way, even if the market will undergo a huge adjustment in the future, it will also give the next market upward attack and create opportunities to go further. and foundation." Li Meng smiled and continued, "Just like you said 'the road to the bull market is tortuous, but the future must be bright', I also think... the bull market, although not this time, will definitely come Yes, and not too far away."

"It's rare to see you so optimistic." Su Yu also smiled and said, "The future is bright, but the most important thing is to focus on the present."

"Market sentiment and market changes..."

"It started to go in the most violent and worst direction I expected."

"With such a rapid advance and a forced breakthrough, the market volume can obviously not keep up, and there is no real major benefit support. This flame that has been burned to the extreme may soon flourish and decline, and it will be extinguished quickly."

"So... we have to speed up the pace of lightening up, right?" Li Meng asked, "Yesterday, we lightened a total of 17 billion chips, and many stocks that are not very liquid have already entered the liquidation stage, even if the market changes faster than ours. It was faster than expected, but it did not exceed the plan too much, and we still have enough time to deal with it."

Su Yu nodded and said: "We have to speed up the pace. Within three days, we have to take profits and stop profits, and reduce the positions of the two funds to 20%."

"Okay!" Li Meng nodded, "There should be no problem!"

Their lightening order is to give priority to small stocks with low liquidity and marginal concept stocks, then to the next level, concept stocks that have attracted the attention of some retail investors and main funds, and finally, the liquidity is quite abundant, focusing the attention of the entire market The core popular leading stocks that follow suit with active funds.

In this order...

As long as the first and second steps can be completed before the market trend reverses sharply.

Then, there is no need to worry about the batch of core popular leading stocks that need to reduce their positions at the end, not to mention...they intervene in the market very early, and the profit margin of their positions is quite rich. In the state of flash crash, it is necessary to quickly sell down, snatch the last liquidity of the market, and achieve the purpose of quickly exiting the market. For them, there is also a huge advantage.

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

After a large-scale cancellation of orders, the market trend and investment sentiment not only did not decline, but intensified more and more enthusiastically. All stocks in the securities sector were all red, and the sector index rose from 9:15. 2.23%, soaring to 3.45%; venture capital, Internet finance concept sector, the index increase, also at this moment, broke through to about 3%, the rush to raise funds, and the effect of following the crowd is extremely obvious.

(End of this chapter)