The investment era of rebirth

Chapter 282 The Anticipated Rebound!

I saw that it was on the refreshed dragon and tiger list.

Fortune Road is on the sell list of five stocks including Orient Securities, Orient Entrepreneurship, Zijiang Enterprise, Fudan Fuhua, and Tuozhong Co., Ltd., and sold a total of more than 6 billion funds. Among them, the check of Orient Securities alone sold The amount was as high as 2.8 million, accounting for half of the selling funds.

Moreover, in addition to Fortune Road's large-scale appearance on the Dragon and Tiger List's best-selling list.

Another seat related to Fortune Road, 'Huaxin Securities Yuhang Fusheng Road Sales Department' is also on the list, with a selling potential of more than 3100 million Hengxin.

"Wealth Road is selling on a large scale again!"

Seeing the situation after the dragon and tiger list was refreshed, some people among the shocked retail investors in the market expressed emotion.

"Selling such as Fortune Road must have been liquidated on a large scale. Hey... After Fortune Road appeared on the Dragon and Tiger List yesterday, it should be cleared unconditionally today. You shouldn't take any chances. Now it's a loss for nothing. It’s a down limit, really...the warehouse must be cleared tomorrow.”

"I've said it all, there is absolutely nothing wrong with selling along Fortune Road!"

"Fortunately, when the market rebounded in the morning, I cleared all my positions. They said that the road to wealth is the bright light of the market, haha...it is true."

"Yesterday it was 11 billion, today it is 6 million. How many bargaining chips does Fortune Road have lurking on the line of 'securities and venture capital'? This is only shown on the Dragon and Tiger List. The chips that did not appear on the dragon and tiger list should be at least one or two times the chips shown on the list, right? Oh my god... this is too scary!"

"It's really bullish. This wave of institutions and hot money that dominated the 'securities and venture capital' market was directly smashed by Fortune Road."

"Huatong Securities is not on the list. I don't know if Fortune Road is also the main seller. That stock is the most important stock of the institution, and it has been smashed now."

"Wealth Road has continuously sold out positions on a large scale, so the 'securities, venture capital' market should be gone?"

"What are you still thinking about at this time? It's right to reduce your position without brains. In just these two days...how many chips have you got in? If you don't make a serious adjustment, it is impossible for the market to rise again."

"The large-scale liquidation of Fortune Road clearly shows that the adjustment of the market will not be small."

"The shape of the K-line is also completely broken, and we can directly look at 2200 points later."

"I also don't think it will be a small-level adjustment. What's ridiculous is that those analysts of securities companies and large institutions in the market are still singing bullish at this moment, saying 'the bull market has fallen sharply, and all callbacks are to increase positions Chance', his grandma's...why don't they buy it themselves?"

"Hehe... What kind of bullshit analysts, the sum is not enough to make you rich, and Mr. Su beat him all by himself!"

"Indeed, it's all some market backlash."

"I still follow the Fortune Road operation closely, so that I can eat meat. Since August, I have followed the Fortune Road trading, simply following the trend...already nearly doubled the profit. Looking at the situation...the market in the last two months of the year is not good. It will be fine, it's better to clear the warehouse to ensure safety, and fight again in the coming year!"

"Hey, follow the trend and you can make 1 times the profit."

"It's not surprising. I reviewed the trading data of the Dragon and Tiger List that appeared in the second half of this year on Fortune Road, from 'Internet Finance', 'Shanghai Free Trade Zone', 'Mobile Internet', 'Smartphone Industry Chain', etc. From the concept market of various main lines, to the current market of 'securities and venture capital', as long as you follow the trend in time and follow the wealth road without thinking, you can at least have a profit of more than 150%, that's how awesome it is!"

"It really is a unique top hot money seat in the market!"

"Now it's the private equity seat."

"Regardless of the seat attributes of Fortune Road, the directionality of its market lights is simply amazing!"

"Otherwise, why do you think that the seat of Fortune Road has such a high market premium rate, and the seat with the strongest follow-up effect in the entire market is not a joke."

"With such a seat premium, I feel that Fortune Road can harvest the market simply by using the seat premium."

"Indeed, if Fortune Road buys a stock at random, there is a high probability that it will be pulled to the daily limit by follow-up funds the next day. If Fortune Road takes the opportunity to sell at this time..."

"Come once or twice like this, and the seat premium will disappear completely. Mr. Su is crazy to do this!"

"Everyone follows the trend of Fortune Road because the buying and selling of seats on Fortune Road can often be one step ahead of the market, and everyone can make money by following the trend. If you can't make money by following the trend, everyone will naturally stop following it. If you really just pull a stock and harvest it the next day, it is not stupid, but really completely crazy. After all... With the amount of funds currently in charge of Fortune Road, doing so will not reap much profit at all, and secondly, it will be completely ruined The word-of-mouth of his own seat, after he pulls the market, the effect of following the trend will be greatly reduced in an instant, and the gain outweighs the loss."

"I'm thinking...why the market rhythm of Fortune Road is always so accurate?"

"This is the analytical ability of the boss! In short... it is the talent for trading."

"I really wish I had such a talent!"

"It's okay to daydream, but we don't have this kind of talent, so it doesn't matter, just follow the trend. Wealth Road eats meat, and we follow the soup."

"Indeed, with the performance of Fortune Road ten times in three months, it is enough to follow the soup."

"Every time I can earn 10% by following the wealth road, I am satisfied."

"As long as you don't get greedy, 10% shouldn't be a problem. The stocks that Fortune Road buys seem to be basically stocks with continuous market prices."

"Indeed, as long as you don't be greedy...fuck, I'm greedy this time. When Fortune Road sold stocks such as 'Huaqingbao, Changqu Technology, LeTV, and Wangsu Technology' on a large scale, it should have sold out Yes, in the end, I just got it today by luck, and I lost more than 20 points in vain, and I was so angry that I vomited blood!"

"As long as Fortune Road appears on the selling list, you have to be careful about that stock and related concepts."

"Hey, learn your lesson, and don't take chances next time."

Regarding the refreshed data of the Dragon and Tiger Rankings, in a series of topic discussions on "Fortune Road", the opinions almost showed a one-sided situation. It is the analysts of various securities companies in the market, and various financial media, who are still talking too much without thinking. The retail investors in the market can no longer believe that the market can quickly recover the two-day decline.

Even the fiery bull market atmosphere before and the passionate investment sentiment.

At this moment, it also completely cooled down.

Of course, after chasing higher prices in the past two days, many investors who were buried on the top of the mountain, despite being depressed and apprehensive, still hope that the market will continue the previous trend and there will be a significant rebound, so that they can get out of the market.

And at a time when retail investors are generally pessimistic and no longer have too high expectations for the market outlook.

Yanjing, Modu, Shenzhen, Yuhang, Guangdong, Jinling... and other public offering institutions in various places, as well as the self-operated investment departments of major securities companies, participate in or take heavy positions in the main institutions lurking in the field of "securities and venture capital" , the relevant core traders and fund managers, facing such a list of dragons and tigers, and facing another large-scale liquidation of Fortune Road, were shocked, but also extremely depressed and angry.

"What the hell, how many chips does this guy have yet to sell? It's obvious that no one can get out like this. It's crazy." Yanjing, Shenhua Fund's internal fund manager, Chang Li, was mad with rage "Just because of his seat, the liquidity of the entire market has been smashed."

The main fund he manages has nearly 6 million chips in Orient Securities.

Originally, he thought that even if he couldn't make a double profit in this wave, he could at least get out of it, but looking at the current situation... Orient Securities has become the main stock on Fortune Road, and the main funds in the market, including retail investors Including the holding group, they will only be affected by this, and they will rush out, and the subsequent market liquidity and acceptance will only be further lacking. It is already impossible for him to retreat completely!

More seriously……

The continuous smashing of Fortune Road is also a heavy blow to the overall sentiment of the market.

In addition to the large-scale and continuous lightening of stocks on Fortune Road, other related concept stocks will also be greatly affected.

"Hey...we are inferior to the other party in grasping the selling points, and we can't blame others." Beside Chang Li, the director of the Fund Management Office Lin Zhaoye said, "I just didn't expect the road to wealth to be on the line of 'securities and venture capital'. , There is such a huge amount of chips lurking."

Originally, they wanted to use the influence of the seat on Fortune Road to carry the sedan chair for themselves.

did not expect……

In the end, it was harvested by the other party.

Now, Orient Securities, as well as the entire securities sector, have withdrawn at least 10% of their gains from the high point, and they don’t have much profit pad for this round. If the market continues to fall again, it will be really impossible to steal chickens The eclipse of the rice is completely in vain.

"I really don't know how this guy managed to lurk such a huge amount of chips in." Chang Li hated the wealth road at the moment. His actions turned out to be all pretense, this guy set up a plan early in the morning, waiting for everyone to get in."

Lin Zhaoye nodded slightly, and responded: "Yes! In this round of market, institutions, hot money, retail investors... are all the targets of harvesting funds."

"I've been wondering why this channel of funds interprets market information so quickly?" Chang Li felt a little suspicious, paused, and then said, "Old Lin, do you think this channel of funds is suspected of insider trading? Should we report it to the transaction supervision department of the regulatory agency?"

"Can you explain that people came here for the news of the IPO restart in the market?" Lin Zhaoye frowned at Chang Li's proposal, and said, "As for market news, what our agency has obtained is first-hand news. No, no institution will be faster than us, so... the initial purpose of the capital layout of Fortune Road, the hidden "securities, venture capital"... is by no means rushing to the news of "market IPO restart", which is huge The probability is that it judges that the market has already had a bull market atmosphere, so it has laid out this field in advance.”

"As for the subsequent large-scale lightening of this fund..."

"I think this is the reaction of the other party after hearing the news of 'market IPO restart'."

"and……"

Lin Zhaoye paused, and continued: "You still remember the layout of the funds of Fortune Road on the line of 'Shanghai Free Trade Zone' not long ago?"

"At that time, many people in the market also suspected that he was insider trading."

"Many more people reported to the Trading Supervision Department of the China Securities Regulatory Commission, but the result...you have also seen it."

"As early as when the macro plan of the 'Shanghai Free Trade Zone' was still under high-level deliberation, they made a comprehensive layout. Later, according to the internal information of Huashang Securities, the reason for the large-scale deployment of funds in the 'Shanghai Free Trade Zone' ', because in the first half of the year, the big leaders inspected the Waigaoqiao area of ​​the Shanghai Stock Exchange and proposed the idea of ​​a free trade zone, but no one paid attention to it at the time."

"This time..."

"Even if it is reported to the transaction supervision department, I am afraid it will have a similar result!"

"Also..." Lin Zhaoye thought for a while, and stared at Chang Li seriously, "Old Chang, although the financial trading market has no restrictions on means, everything is focused on profit results, but this kind of reporting to peer institutions should be avoided as much as possible. If you do this, after all, it will really be investigated... Everyone will be affected more or less."

The so-called instigator has no descendants?

It is not the first time that their organization has taken advantage of the advantages of information channels and profited from the advantages of information scissors.

They can report others, and naturally others can report them.

"I'm just...just talking." Chang Li coughed lightly to cover it up.

In fact, he was just skeptical, not sure, of course... More importantly, he wanted to find an excuse for himself, and he didn't want to admit that he was inferior to the other party in terms of timing of buying and selling, and market analysis.

same……

Such a situation is happening in many organizations at this moment.

After all, this time, everyone was really blocked by the Fortune Road, and the profits they worked hard to build momentum and pull the market were almost all robbed by the Fortune Road in the end.

Of course, compared to the institutions and hot money groups that were stunned by Su Yu.

There is an interest relationship with Su Yu, and many investors who invested in the 'Yuhang No. 1' and 'Yuhang No. 2' funds are full of joy and honor at this moment.

"Damn it, Su is always really good. This round of harvest is really beautiful."

Among the fund investor groups, Mr. Qian, who has always been relatively active, began to praise him constantly after the Dragon and Tiger List was refreshed.

"I feel that President Su's involvement in this wave should be more than 40 billion yuan, right? The 'Yuhang No. 2' fund must have been used?"

"It must have moved, and... it is estimated to have made a lot of profit."

"That must have made a lot of profit. When the net value of the two funds is announced next time, it will definitely reach a new high."

"It is estimated that by the end of the year, the net value of the 'Yuhang No. 1' fund will be at least 12, right? I just don't know if the No. 2 fund can have 20%."

"Whatever it is, it must be a big profit anyway."

"Indeed, there is no investment that is more worry-free and profitable than holding a fund managed by President Su."

"Hey, it's the No. 2 fund. The investment limit is only 1000 million. It's a pity. Now... I can only hope that Mr. Su can issue the third fund with no limit as soon as possible."

"Indeed, there is no way to vote more."

"The ones who invest in Fund No. 1 are the ones who are so excited, aren't they? It's a pity... If the opportunity is missed, it won't come again."

"Yes, if time goes back, the No. 1 Fund's investment quota of 4 million, I just borrowed money and invested alone."

"That's right! Business is not doing well recently, and I've lost a lot. Now... I'm all counting on Mr. Su's fund to recover my blood as soon as possible."

"I'm counting on that too."

"If Mr. Zhou is short of money, you might as well transfer the fund shares to me. I will pay a 25% premium."

"It's impossible to sell. Even if there is a 50% premium, I won't sell it. Mr. Su personally manages it. This is a cornucopia. It's a steady stream of money. Whoever is stupid will sell it."

"That's right... If anyone in the group is short of money and wants to transfer shares during the closed period of the fund, I will pay a 30% premium to buy it. I just want to prepare a copy for my daughter, and leave it for her to grow up in the future. It should be It's more than enough."

"Do you want to start raising prices to grab shares in the group?"

"Good stuff, everyone wants it, it's normal! I didn't see that Mr. Qian was the first person to eat crabs, and he was so excited recently, I'm afraid no one would know the same."

"Old money should be worth it. Let him speculate in stocks by himself. He may not be able to earn twice the performance in his life. As a result, now... just lie down and do nothing. With an investment of 3000 to [-] million, it can be five or six times in half a year. The profit from the account, this will make me... I will be embarrassed!"

"Indeed, seeing President Su's seat appearing on the Dragon and Tiger Ranking is even more exciting than my own seat appearing on the Dragon and Tiger Ranking."

"same……"

"After applying for Mr. Su's fund, I almost forgot that I was also a hot money in the market."

"But fortunately, I subscribed to Mr. Su's fund. I speculated on my own. The recent income is really poor, and I can't keep up with the market rhythm at all."

"Looking at the Dragon and Tiger List of Orient Securities, several institutions that entered the day before yesterday were all smashed."

"President Su did a good job. As the main fund of the organization, he actually learned from our hot money and harvested market concepts and prices. He really deserves to be smashed."

"But this time, President Su is afraid that he will cause displeasure to many major organizations."

"If you don't like it, just hate it, everyone is not the same way."

As time went by, the news in the investment group kept updating, everyone's enthusiasm continued to be high, and they became more and more admirable for Su Yu's trading style.

And in the same time period...

The market news is also one wave after another.

First of all, the two major lines of 'Mobile Internet' and 'Smartphone Industry Chain', which have suffered a series of sharp declines recently, and many related popular stocks have released third quarter reports in succession, and their performance generally exceeded market expectations. Among them... especially For several stocks in the 'wearable device' sector, the performance growth in the third quarter was more than 150% year-on-year, and even in the second quarter, the growth rate was more than 20%.

for a while...

This made the market take a high look at this sector, as well as the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain'.

Secondly, the leading securities firms in the securities sector also released their performance reports for the third quarter. The increase in net profit and economic business revenue was not small compared with the third quarter of last year and the second quarter of this year. Among them, the most prominent, It belongs to Huashang Securities, whose performance in the third quarter increased by 52%, completely exceeding market expectations.

Of course, Su Yu's Fortune Road sales department should have contributed a lot to the 52% increase in performance.

It's just that the details of the sales department's revenue were not disclosed in the third quarter report, so it can only be guessed by everyone.

The performance of the brokerage firm slightly exceeded expectations, which gave the market a certain amount of confidence at this time, and at the same time gave investors who had been buried in the market for the past two days a little more hope.

Finally, the regulatory authorities, after two consecutive days of sharp market declines, finally began to speak out again.

He said that the laws and regulations of the market will be further improved to promote a healthier development of the market, and he called on everyone to make long-term investments. He also said that...in the future, more insurance and trust funds will be promoted to enter the market, and the issue of pensions is also specifically mentioned. Market entry planning.

Facing the relatively favorable voices from the regulators, the financial media, and market analysts from all sides.

Then began to spare no effort to sing more markets.

As a result, at night, the originally relatively pessimistic market sentiment, stimulated by the positive effects of all parties, has picked up, and the bullish sentiment has risen slightly, and market discussions have become increasingly divided in terms of long and short.

In the middle of the night, the external market trended well. Although it did not rise sharply, it also maintained a relatively strong shock pattern.

And then, the next morning.

Since there is nothing negative in the internal and external markets, and the overall news is biased towards positive.

At 9:15, when the market began to call for bidding, the panic effect expected by many people basically did not appear. The concepts of "securities, venture capital" and "mobile Internet" The smart phone industry chain' related concept sectors are all in a state of flat opening, and several popular stocks whose performance in the third quarter exceeded expectations have also opened significantly higher.

"Looking at the initial scene of this call auction, the market sentiment is not as bad as we thought!"

Seeing the state of the market's initial call auction, Li Mengwei said in surprise in the trading room of Yuhang Investment Company: "Huashang Securities and Fenda Technology opened at about 5% higher, which obviously drove securities and wearable devices. Two conceptual blocks."

"The performance is good, plus the positive signal released by the regulatory authorities, if there is not even a high opening, then it can't be justified." Su Yu replied, "Although the market has been adjusted repeatedly and fell sharply for two days, after all, after 7 The continuous market stimulus from January to October has broken away from the hopeless endless downturn mode. As long as the effect of losing money does not expand rapidly and continuously in a short period of time, then...the market sentiment and sentiment will not be so fast and complete. Eliminated."

"but……"

Su Yu paused, and then said: "Friday is the internal meeting of the China Securities Regulatory Commission. The news of the restart of the market's IPO will definitely be released to the market on Friday. At this point in time...the market basically has no time for a rebound. The main funds will not make orders at the critical moment when the bad news has not yet landed."

"So, I estimate that even if the market sentiment is temporarily stabilized at this moment."

"At most, there will be only one high open, and there will be no such strong rebound trend as holding high and hitting high."

"Oh, right……"

Su Yu thought for a while, and continued: "If the market has an obvious upward trend at the beginning of the session after the market officially opens, then let's continue selling."

"Didn't you say that the two funds should keep 20% of the holding water level?" Li Meng was a little puzzled and said, "Is there still a reduction? Our 23 billion chips yesterday have already been reduced."

Su Yu smiled and said, "I'm talking about maintaining a dynamic balance of 20% of the position. I don't mean that if you reduce the position to this line, you won't move at all. The stocks that should be sold must continue to be sold, at least...' Holdings in the field of securities and venture capital should not be held until the news of the IPO restart in the market falls."

"The market has the potential to be suppressed by bad news, and the bad news has not landed at the moment."

"No matter how light our positions are, we can easily add them back after the bad news lands."

"The next main line direction is still to focus on the two main lines of 'mobile Internet' and 'smart phone industry chain'. After all, there are only these two directions, which are relatively certain in the future and have the strongest expectations. Other areas The concept field, at present... is almost meaningless."

"Okay!" Li Meng replied, and passed on the relevant instructions.

Following the conversation between the two, the time has passed 9:20, and the two cities have entered the real call bidding session of irrevocable orders.

I saw that after a brief adjustment from 9:15 to 9:20, the overall market situation has picked up again. Nearly 2000 stocks in the two cities, 65% of the stocks, showed a rebound in the red market. Among them... Related popular stocks that have plummeted, such as 'Huaqingbao, Fenda Technology, Changqu Technology, Netspeed Technology, LeTV, Xinwei Communication, Anjie Technology' all opened higher.

Even if the market led the decline yesterday, encountering major funds from all walks of life, it sold off the "securities, venture capital" concept sector sharply and slumped.

Today also showed a red market. Among them... due to the drive of Huashang Securities, leading securities firms such as Huaxin Securities, Huatong Securities, and Huatai Securities all opened higher.

紧接着，9点21分，9点22分，9点23分……

With the passage of the call auction time, the number of red stocks in the two cities, as well as the oversold popular concept sectors and related popular concept stocks, have all been bottom-hunted by a lot of funds, showing a trend of going higher and higher.

In the end, at 9:25, the call auction of the two cities ended.

The Shanghai designated index was at 2333.46 points, an increase of 0.52%; the ChiNext designated index was at 1279.33 points, an increase of 0.79%. After many days, the performance was once again stronger than that of the Shanghai index.

"It's so high, can it be stabilized?"

Seeing such an opening scene, during the brief suspension of trading between the two cities, Zhou Kan was a little surprised inside Zexi Investment and the trading room in Shanghai: "It can be stimulated by a little bit of positive news, and the market seems... not as weak as we thought. , I feel that the market seems to be showing signs of turning back to the GEM.”

"It's no wonder that the bad news hasn't hit the ground, so it's strange to be able to stabilize it." Xu Xiang is not optimistic about the market's generally high opening state, "If it opens sharply lower, then take the opportunity to kill a wave of emotions and kill the market more thoroughly , there may be a rebound, but this high opening... is really not optimistic."

usually……

In a weak market, all openings higher are scams.

What's more, the market fell sharply in the past two days, and so many chasing chips were buried. This kind of high opening just gave these chips a chance to sell, and because the index trend has reversed from the high point, although the market sentiment has picked up a little bit for a short time , but compared with the high point two days ago, and when the previous index broke through like a rainbow, it is still far worse. This kind of emotional situation and relatively divergent investor performance simply cannot undertake the market that opened higher.

Therefore, Xu Xiang believes that this kind of high opening is when the market's ability to undertake is insufficient.

I'm afraid it will be another wave of rapid diving, deceiving cannons and burying people.

"Kill again? Can't!" Zhou Kan said, "The stock index has fallen from nearly 2500 points to more than 2330 points in one breath, and has fallen by more than 150 points. This kind of rapid drop should have a decent rebound. ? And some sectors of the market... do feel a little oversold."

"Then you'll find out later." Xu Xiang smiled and didn't say much.

He can try his best to avoid operations and avoid risks before the bad news hits the ground. He knows that there are definitely not a few major market funds that he chooses the same as him.

in other words……

When the news of 'market IPO restart' is constantly spreading.

As the main force dominated by market conditions, the selling volume is definitely greater than the buying volume, and this funding gap cannot be made up by the retail investors who have been hit by confidence, so... the market is in the absence of financial support. There is no logic and basis for rising.

And just when the two of them had some differences in their thinking.

At 9:30, the two cities ushered in the official auction transaction. The major indexes of the Shanghai Stock Exchange Index, the Shenzhen Stock Exchange Index, and the ChiNext Index skyrocketed. The popular and popular stocks in the market, under the emotional fermentation of just 5 minutes, also instantly Ushered in a large number of follow-up funds to buy bottoms, and quickly pulled up one after another.

The entire market, at the beginning of the session, completely showed a trend of prosperity, which is bound to reverse yesterday's decline!
(End of this chapter)