The investment era of rebirth

"Unexpectedly, Fortune Road is the protagonist of today's market!"

The moment the data of the Dragon and Tiger List came out, Tu Yuanhua, the general manager of the self-operated investment strategy and trading department of Huaxin Securities in Yanjing, couldn't help feeling: "18 billion! A big deal! At this juncture, this President Su... really counts The last is to turn the tide and save today’s market, Huajin, Huijin, and those from the Securities Regulatory Commission, I’m afraid I have to thank this President Su.”

"It's really turning the tide!" Beside Tu Yuanhua, the chief analyst Zhou Huaiming said with a chuckle, "If there is no leverage of this fund today, the market will be quite ugly, and it will inevitably be another big news! Now... ...The stone in everyone's heart finally fell to the ground."

In their opinion, today's market trend is extremely important to some people.

After all, restarting IPOs in the market and opening up direct financing channels in the market are tasks that must be completed, and the completion of this task must require the cooperation of market confidence.

The reason why the internal regulatory agency has launched a plan to restart the IPO market at this node.

After comprehensive consideration and discussion, everyone believed that the market has passed the most dangerous and difficult time, and that market confidence has recovered to support the restart and landing of IPOs.

And if the market today, because of the announcement of this news...

If there is a direct crash, or even a liquidity crisis, which leads to a substantial stock market crash, it will not only hit the face of everyone who made the IPO restart plan within the regulatory agency, but will also give all the leaders a bad job and poor consideration. The labels that caused violent market fluctuations even affected their future career development.

Therefore, there is the support of Huajin and Huijin.

It's just that everyone really didn't expect that Huajin and Huijin's support for the market not only failed to hold the market, but plunged the market into a deeper abyss. If it hadn't been for Fortune Road in the afternoon when the market liquidity was almost exhausted, it would be outrageous and large-scale bottom-hunting Tray, I'm afraid the result today... won't be as good as it is right now.

"That's right!" Tu Yuanhua nodded, "Today's move by Fortune Road really made many people lose their hearts, and it also saved the face of many people. Your sense of smell is really keen, and you understand the general situation!"

In his opinion……

Fortune Road today not only saved the liquidity crisis in the market, but also saved the market.

Moreover, within the regulatory agency, many people left a good impression in their hearts and became indirect contributors to the implementation of the "market IPO restart" plan. This unintentional favor, although seemingly useless on the surface, In the future... At certain critical moments, it can often save lives.

In other words, wealth passes through this battle.

In the hearts of many big shots, it is already a fund that is capable, understands the general trend, and takes the overall situation into consideration.

Funds with these three characteristics will basically have preferential treatment in terms of supervision, which will make the future development path of this fund more and more broad.

"Well, Mr. Su on Fortune Road is indeed growing at an astonishing rate." Zhou Huaiming agreed with Tu Yuanhua's words, and replied, "When you are in your twenties, you have this kind of big picture view, and your future... is truly limitless. I feel that within a year or two, the 'Yuhang Department' fund will occupy an important position in the domestic asset management system."

Tu Yuanhua nodded with a smile, and said: "It is inevitable for a person who is capable, understands the general situation, and cares about the overall situation to become powerful. This President Su..."

Tu Yuanhua paused, remembering the scene of meeting the other party in Yanjing during the National Day.

He couldn't help but continued admiringly: "It's not an ordinary person! It's a pity that this person was not used and cultivated in our system. Now that I think about it, it's still a pity."

"Although there are regrets, there is nothing we can do about it." Zhou Huaiming said, "His innate qualifications are too low. In terms of talent selection within our system, he must pass the previous level and start from the bottom step by step. In fact, General Manager Gan did not make a big mistake in this matter."

Tu Yuanhua thought about it for a moment, and he also knew that the talent selection system within the system was not something he could change.

He couldn't help but wrinkled slightly in annoyance, and stopped talking.

"Old Tu, how much money do you think this guy has invested in this time?" Zhou Huaiming knew that Tu Yuanhua didn't like to hear about the ills of the collective's internal system, so he couldn't help changing the subject, "18 billion on the Dragon and Tiger list, Those who are not on the list are probably not worth less than the ones on the list, right?"

Tu Yuanhua pondered for a moment, and replied: "I guess, at least three to four billion purchases, otherwise, in that case, the whole market cannot be leveraged. In other words... among the private equity institutions in the market, there are few private equity institutions like him. People who operate swiftly, with tens of billions of funds, they operate like a hot money style, violent in and out, and the fast, accurate, and ruthless trading style is brought to the extreme."

"Not only private equity institutions, but also among public equity institutions, there is no one with his operating style at the level of funds he is in charge of." Zhou Huaiming said, "This guy... is really unique in the entire market."

Hearing this, Tu Yuanhua laughed, and said: "You are really right, you are really the only one in the whole market. In less than a year, starting from scratch, you have created a private equity scale of tens of billions, and in In the turbulent market, I set a performance of "ten times in three months". Anyway, this is the first time I have seen it in my life. Although there have been many legendary figures shining like comets in the financial trading market over the years, no one has such a With such a fast growth rate, no one at his age has his macroscopic awareness of the market!"

"to be frank……"

Tu Yuanhua paused, and said with a smile: "I really hope he can really grow up!"

"The scale of tens of billions of asset management has already laid a solid foundation." Zhou Huaiming replied, "With the ability of this President Su, as long as he does not rush forward and do not follow evil paths, it should be inevitable to really grow up. The scale of asset management in his hands now ranks high in the domestic asset management system."

"Indeed." Tu Yuanhua said, "According to the current data, there are only a hundred or so asset management institutions in China. Many so-called [-]-billion-level asset management institutions are precisely stuck at the [-]-billion level, and it is difficult to improve their performance and asset management scale, and eventually they are gradually abandoned by investors."

"But this certainly does not include this President Su." Zhou Huaiming said, "Judging from his past operating records, this person's trading ability cannot be underestimated. I feel... the scale of tens of billions is not his. The peak of ability, of course... In addition to the short-term, long-term investment ability of this person remains to be seen, and no one can know what the final upper limit will be."

"So... we can only look forward to it!" Tu Yuanhua said with a smile.

Regardless of whether there are differences in their opinions, they are quite consistent in their optimism about 'Yuhang Investment' and 'Wealth Road'.

And in the conversation between the two...

As Tu Yuanhua guessed, inside the regulatory agency at this moment.

Several leaders are also paying attention to the fund of 'Fortune Road', and all of them gave quite good comments.

Of course, within various large institutions and within the regulators, there is a lot of discussion on "Wealth Road", and in online stock forums, the majority of retail investors are concerned about Fortune Road, which swept the dragon and tiger rankings and bought 18 billion days of funds. , is also a heated discussion.

"Haha...it really is the Fortune Road!"

"Let me just say, in this market, who can turn the tide? Only Mr. Su from Fortune Road!"

"In one breath, the 18 billion buying funds on the list are really awesome! This should be the highest net buying volume in a single day on the Dragon and Tiger List, right?"

"With that group of super institutions, the highest net buying volume cannot be ranked, but it can definitely be ranked in the forefront of history."

"Boss Su is amazing, he really saved Dapan by himself!"

"Indeed, Huijin and Huajin are big players. They will always only know how to pull banks and two barrels of oil. Only the road to wealth, and only President Su is the real soul of the market."

"Explosive Dragon and Tiger List, Exploded President Su!"

"President Su, my idol! From now on...President Su is the god of the market, as I said!"

"'Wealth Road' has long been a god, who else needs to say? It is the only seat in the market, and the only market trend vane."

"18 billion on the list, the actual purchase must be more than that?"

"You don't need to ask, you know, it's far more than that. I reviewed the market just now, and the stocks that have changed at the same time as the stocks on the list are not on the list, let alone a dozen. I feel that the funds bought by Fortune Road today totaled Definitely more than 30 billion!"

"Fuck, 30 billion?"

"At least 30 billion, and possibly far more!"

"Does such a large amount of purchases prove that the two core lines of 'mobile Internet' and 'smartphone industry chain' are coming back?"

"Needless to say, the king is sure to return!"

"The bad news has landed, and the index adjustment is also in place. In addition, the "Fortune Road" has aggressively increased its positions to buy bottoms. It is almost an instant to step in with heavy positions. There are also Fenda Technology, Netspeed Technology, Changqu Technology, Huaqingbao... The performance of this group of popular stocks has exceeded expectations, and the two core lines of 'mobile Internet' and 'smartphone industry chain' are not the return of the king, leading the market to rise, it is simply impossible!"

"Damn it, why did you panic before? If I knew that Fortune Road would buy bottom here, I'll give you a hammer!"

"That's right! I have never felt that the investment logic of the two core lines of 'Mobile Internet' and 'Smartphone Industry Chain' is so clear, hey... I really shouldn't panic before, today's lowest point cuts meat, what the hell... Now my intestines are full of regrets, once I go and come, the 10 profit is gone."

"I also sold meat on the limit-down market in the morning, but when Fenda Technology was about to limit up in the afternoon, I felt wrong and I chased it back. Although I made a very large reverse T, thanks to almost 20 points, I didn't get it anyway. Lost chips, now... Fortune Road has bought such a large amount of chips in the stock of Fenda Technology, and as this stock rises, it should be able to make up for losses."

"Hey, what a crime! At the critical moment, I didn't keep up with the road to wealth, and even did the reverse operation."

"It's better that Fortune Road is in the arena, with chips in hand, so that you can feel at ease!"

"Indeed, once Fortune Road is sold on a large scale, I always feel flustered in my heart, and the results have proved... As long as Fortune Road is sold, the market will inevitably plummet. Fortunately, the darkest time has finally passed, and now Fortune Road The road is making a big comeback, and the market outlook is absolutely promising!"

"Yes, the market outlook is definitely promising!"

"I'm not afraid of losing track for the time being. I have studied the buying history of Fortune Road. After he buys, as long as he can follow up the next day, he can basically make money and exit."

"That's what I didn't say... I have to follow tomorrow!"

"I hope that Fenda Technology will not open the daily limit tomorrow, so that I can get back the lost chips."

"Fortune Road has the largest buying amount on the stock of Fenda Technology, and this stock is indeed the strongest in the market today. In addition, the performance of this stock has become clear, and the stock price has a strong Logical support, it is estimated that next... this stock will become the absolute leader of the market rebound, right?"

"Of course, before the bad news of 'market IPO restart' was announced, that is, on the day when Fenta Technology's performance was announced, this check has already become the rebound of the two main lines of 'mobile Internet' and 'smartphone industry chain' It’s a pity that the bad news has not landed at that time, Fenda Technology is on the daily limit, and it has been smashed to pieces by various profit-making funds and safe-haven funds.”

"Huaqingbao and Changqu Technology, the two 'mobile game duo' are also good!"

"Wangsu Technology is also good. It is absolutely No. [-] on the GEM, and will be a giant with a market value of [-] billion in the future."

"Hey, don't pick stocks. I think that as long as it is a stock bought by Fortune Road, it will not be much worse. If you catch up tomorrow, there is a high probability that you will be able to make money later."

"Indeed, as long as you stick to the two main lines of 'mobile Internet' and 'smartphone industry chain', you will always be right!"

"As long as there is a road to wealth, there is confidence in the market. It's nothing to say. Although I lost money today, I will directly fill up my position tomorrow. I don't believe it. The market is here... It can still fall."

"For some time to come, the ChiNext Index will definitely not fall below today's intraday low again, right?"

"Looking at the trend on June 6, today's GEM is the same as the bottom of the golden needle, which has the same meaning as that day. I feel that today will be the starting point of a new round of market prices."

"Indeed, today's golden needle is quite beautiful."

"After the last round of market bottoming, it has stepped out of an upward trend that has lasted for more than a month, and it has also stepped out of the continuous profitable market where stocks in the 'Internet Finance' sector generally doubled, and the big demon stock 'Shanghai Steel Union' has nearly 7 Double the increase, if there is a new round of market, I believe the strength will not be worse than the previous round.”

"Nothing to say, just a word, just do it!"

In the extremely heated discussions among many retail investor groups...

At this moment, as the core person being discussed, Su Yu sat in the trading room inside Yuhang Investment Company, briefly reviewed the market, looked at the data of the dragon and tiger list, and browsed through various comments on the Internet Then, he turned his attention to Li Meng and asked, "Today, what is the total amount of funds purchased by our company's two main funds? Where has the overall position level returned?"

After cleaning up all the transaction data, Li Meng replied: "A total of about 44 billion has been invested today, and a total of 32 new stocks have been purchased, of which 12 stocks are distributed in the ones you mentioned before. Let us focus on it." Internet finance' sector, and other stocks, are all early hot stocks related to the two main lines of 'mobile Internet' and 'smart phone industry chain'."

"As for the position level..."

"Counting the chips that we didn't fully sell out before, the two funds currently hold a total of 50.26 billion, and the holding water level is around 40%."

"Okay!" Su Yu nodded slightly, "Slightly exceeded expectations."

According to his original expectation, it is not bad to be able to buy more than 30 billion funds today.

As a result... during the market crash, the two main funds frantically devoured more than 10 billion more 'market chips' than he expected.

"The main reason is that regardless of the buying cost, as long as there is selling in the market, we will take the initiative to accept the order, which has caused our buying volume to exceed expectations." Li Meng said with a smile, "However...from the closing results, and Judging from the change in market sentiment at the moment, it is still very worthwhile to do so.”

After the market dragon and tiger list is released...

At this moment, the bullish sentiment is fermenting fiercely. Among the vast investor groups in the entire market, there are already a small number of bearish market investors.

According to the fermentation of such bullish sentiment, there will definitely be an expected trend of violent restoration in the market tomorrow.

So... All the chips they bought today, regardless of the cost, are basically high-quality low-position chips.

Su Yu nodded slightly, and said: "Grasp the big house, the nature of the transaction is like this. In the face of key opportunities, short-term cost fluctuations are insignificant in the end. If we hesitate for a moment today, then follow-up thinking To get the same level of chips, the cost would be at least 3 to 4 million higher, and now we have got so many chips, which is equivalent to an extra profit of 3 to 4 million."

"En!" Li Meng nodded, "When buying and selling, hesitation is indeed the enemy of trading!"

As Su Yu said...

In today's trading session, if they hadn't jumped ahead, other main funds that found opportunities in the future would definitely flood in after the market shrunk in late trading, and buy the 'blood chips' after the market sentiment was completely vented. ... They want to get so many chips, and the cost will rise, so it will not be the current point.

"Tomorrow...shall we continue to increase our positions?" Li Meng asked after a pause.

Su Yu nodded and said: "The short-term bad news in the market has been exhausted. In addition, the index has recently been sharply oversold, and the emotional catharsis has been completed. Next, the market must have a repair market to go, although I am not sure how high the repair market will be. But before the funding is completely tightened at the end of the year, there should still be a lot of opportunities.”

"Although the holdings of about 40% have reached our expectations, it is at the beginning of the market recovery and start-up."

"You can still try to add some more positions."

"I think……"

Su Yu paused, and said: "It is appropriate for the two funds to maintain a water level of about half of the position, so as not to miss the market, and at the same time, they can fully cope with various risks in the market."

"Okay!" Li Meng nodded, "Then let's increase the position by 10% tomorrow, or in the next few days."

"but……"

Li Meng paused, and then said: "The size of our two funds is too large compared to the two lines of 'Mobile Internet' and 'Smartphone Industry Chain'. Just today, we are in the middle of these two main lines. On many stocks, according to the liquidity of these stocks, the position has reached the limit, such as Fenda Technology, Netspeed Technology, Huaqingbao, and Changqu Technology, which are quite liquid and the most popular stocks , if the number of our positions continues to expand, it will not be easy to get out of the market at critical moments."

"So, my suggestion is..."

"The remaining 10% of the capital increase can no longer buy those stocks before."

"It is necessary to look for a new breakthrough direction, or other potential stocks."

"Well!" Su Yu nodded and said, "What you said is actually a kind of worry. In terms of individual stocks, it is true that you can't hold too much position, otherwise you will be in trouble in extreme situations."

"How about this……"

Su Yu thought for a while, and continued: "After adding the target stocks of the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain' we selected to the limit position, the subsequent increase in the direction of the position can be towards the 'Automotive In the current market, except for the fields of "mobile Internet" and "smart phone industry chain", there are only these two fields, and there are still some expectations, and the follow-up macro economy will boost domestic demand and accelerate If the economy's endogenous growth capacity is concerned, the expectations of these two areas will be strengthened."

"Okay!" Li Meng nodded.

When she put forward the idea in this regard, she actually didn't expect to make much profit in the short term with the subsequent increase in funds, as long as she could relatively outperform the market and make a profit.

The field of 'automobile and white goods consumption' proposed by Su Yu.

This year's performance, although compared with the two main lines of "mobile Internet" and "smart phone industry chain" in the direction of the small and medium-sized board and the ChiNext, and the main line concept of the "Shanghai Free Trade Zone" that has exploded in the direction of the main board, has not Not very eye-catching, but overall, its performance is still stronger than the market, and it is a direct beneficiary sector of the national consumption boost plan of "home appliances to the countryside, cars to the countryside", and the domestic urbanization and infrastructure construction is still at a low level. Against the background of leapfrog development, there will be continuous demand expectations in the future.

I believe that although the performance cannot beat the core line of the small and medium-sized board and the ChiNext direction, it will not be too bad.

Moreover, the fund's heavy investment direction will still be based on the two main lines of "mobile Internet" and "smart phone industry chain" of the small and medium-sized board and the ChiNext. The performance is not as good as expected, and the impact on the overall net value of the fund is also very small. The risk... is something they can bear.

With the two discussing the investment direction of the future market and the layout of positions...

In the market, the discussion about the "Wealth Road" and today's market conditions is still going on, and the analysts of various institutions, chief investment consultants, and financial big Vs are still tirelessly singing about the market and publishing long-winded bulls Speech drives market sentiment.

In the evening...

The regulators, who had been silent for a day, also issued the view that 'IPO restart does not mean blood-sucking market', and strictly limited the fundraising scale of listed companies in the early stage of IPO restart, fully expressing the care of the market by the regulators, and also looking forward to The market continues to go bullish, encouraging long signals.

Therefore, in this situation where the bullish sentiment has finally risen in an all-round way, and the bearish sentiment has gradually weakened.

On Tuesday, October 10th, the market ushered in the second trading day after the news of 'IPO restart' was released.

At 9:15, with all the attention and everyone expecting the market to create another miracle of rebound after yesterday's miracle, the two cities ushered in a call auction.