The investment era of rebirth

I saw that the stagnant board flickered quickly, and then it showed a situation of opening higher in an all-round way.

In the direction of the small and medium-sized board and the GEM, the relevant concept sectors in the two core lines of 'mobile Internet' and 'smart phone industry chain', such as 'mobile games', 'apple concept', 'wearable devices', 'Internet finance' All of them are in the forefront of the rise in the concept sectors of the two cities.

The real estate, infrastructure, and large consumption fields of the main board also have a lot of performance in related concept sectors.

On the contrary, the "securities and venture capital" fields, which have a direct benefit relationship with the resumption of IPOs in the market, performed poorly and opened slightly lower.

As for the weight of the banks and two barrels of oil that Huijin and Huajin forcibly placed yesterday.

At this moment, the opening is much lower, and the major core weights are obviously selling orders on the market. It seems that the funds that poured into these two major areas of hedging yesterday have obvious willingness to exit positions.

Of course, apart from the overall performance of the industry and concept sectors...

The two major core popular stocks of 'Mobile Internet' and 'Smartphone Industry Chain', which were rescued by Fortune Road and many major funds yesterday, saved the market index yesterday. Showed a sharply higher opening trend.

Among them, Fenda Technology opened higher by more than 7 points.

Huaqingbao, Changqu Technology, Huake Jincai, Netspeed Technology, and Xinwei Communication all opened higher by about 5 points.

Seeing such an initial call auction opening scene, in the trading room of Zexi Investment and Zexi Investment in Shanghai, Zhou Kan couldn't help but secretly said to Xu Xiang beside him, "Mr. Xu, it's too early for us to follow up quickly yesterday, otherwise ...Looking at the situation, the popular and popular stocks related to the two core lines of 'mobile Internet' and 'smartphone industry chain' may not have a good buying point today."

"Well!" Xu Xiang nodded and said, "Wealth Road has exacerbated the emotional changes in the market, leading to increased market rotation and volatility. In this case, if we are still as hesitant as before, It will indeed be a lot more passive, with the blessing and dominance of this stock of funds, the two lines of 'mobile Internet' and 'smartphone industry chain', next...there will inevitably be a second wave of market prices."

"Then we... continue to increase our positions?" Zhou Kan paused and asked.

Xu Xiang stared at the market that was changing in real time, pondered for a while, and replied: "Fortune Road invested such a large amount yesterday, it must be preparing for the stage market, plus yesterday's large amount of funds, in this direction, it is all I hesitated, but I didn't keep up, so... the follow-up undertaking in this field will not be bad, and it will not be a short-term market for a day or two. Although we followed up in time yesterday, the chips we grabbed were not many , At this time, it is feasible to continue to increase the position and follow up.”

"but……"

Xu Xiang paused, and then said: "Although the plan to increase the position is feasible, at this moment, there is no need to be anxious. There is no need to rush to grab funds during the call auction stage."

"Yesterday's market volatility was too large, and the intraday bottom-hunting funds have a lot of room for profit."

"For example, checks such as Fenda Technology, Huaqingbao, Changqu Technology, and Netspeed Technology, yesterday's bottom-hunting funds on the limit board, all made a profit of more than 20%!"

"As for other popular concept stocks on the small and medium-sized boards and the ChiNext board, most of them had a rebound range of 10% yesterday."

"This has resulted in the current profit taking in the market, which is actually quite a lot."

"In addition, the market is opening higher today, so... this part of the profit margin is huge, but the bottom-hunting funds that do not have strong confidence in the market outlook will inevitably have a strong idea of ​​​​taking profits, so... After the market opens, As long as the market trend and sentiment are slightly less than expected, these chips that are not small for profit will all be thrown out."

"That is to say..."

"Under the general volatility of the index and individual stocks yesterday."

"If the market opens higher today, there will inevitably be a wave of fierce diving to clear yesterday's bottom-hunting profits."

"Because this wave of profits is not cleared, the continued upward pressure on the index will only increase."

"And I predict that this wave of diving after the opening is an excellent buying point for Masukura."

"Of course, as the core focus of the market and the most liquid "mobile Internet" and "smartphone industry chain" two popular stocks, the diving range may not be too deep, but buying at that time is far less than Now, it is stronger to chase high in call auctions, and usually when the market dives, more chips can be accepted.”

"After the market opens, there will be a wave of rapid diving?" Hearing Xu Xiang's analysis, Zhou Kan was slightly taken aback.

Xu Xiang stared at the two markets that were still climbing, nodded confidently, and said: "Market trading, to put it bluntly, is a game of human nature. There are many investors who have made huge profits with such a large market swing yesterday. Among the general market investor group, there are not a few investors who only want to stop profit after making a little money. Under extreme market conditions, if a golden needle cannot reach the bottom, there will inevitably be a second confirmation.”

"Only after confirming the bottom support for the second time, the market reversed again."

"Only in the hearts of the majority of investors will they have firm confidence and expectations to go long, and the market will be able to walk more easily in the follow-up trend."

"Understood!" A sliver of understanding surged in Zhou Kan's mind.

"So, wait patiently!" Xu Xiao smiled and said, "If you don't lure out those investors who bought the bottom yesterday, have a lot of chips in their hands, but don't have strong confidence in holding shares, and have a strong willingness to stop profits, the market will The main funds that are smart inside are generally not forced to pull, not to mention...the current two core lines of 'mobile Internet' and 'smart phone industry chain' are controlled by the extremely smart funds of 'Wealth Road' , this President Su will not understand the principle of 'before pulling the dishes, wash the dishes first'."

While the two were talking, a short 5 minutes passed.

The market trading time passed 9:20, and entered the real call auction for irrevocable orders.

I saw that the overall collective bidding price situation of the two cities is not significantly different from that before 9:20, and it is still generally open higher. The only slight differences... are the 'mobile Internet' and 'smartphone industry chain'. The related concept sectors of the two main lines, as well as their core popular stocks, have opened higher in call auctions, slightly higher than before, and the market volume has begun to increase significantly.

"This higher opening rate is slightly beyond expectations!"

Seeing the performance of the real call auction stage of the two cities, it is much stronger than when there were a large number of false pending orders before. Looking at the quotations on the screen, I couldn't help but sigh with emotion: "The seat premium of 'Fortune Road' has already been so tyrannical that it can affect the collective bidding of the entire market?"

Last night, and early today, there were no obvious major positives in the market.

According to his understanding, with the market plummeting yesterday and the index fluctuating greatly throughout the day, it is impossible for the market to open significantly higher today.

However, the result of the market trend is always beyond his expectation.

"On the Dragon and Tiger List yesterday, Fortune Road did perform extremely well, which is shocking." Beside Liu Xin, the fund manager Fang Xinsheng said, "But the seat premium of Fortune Road alone can affect today's market opening situation. , It’s still unlikely. I think it’s mainly due to yesterday’s market trend. The overall pessimistic sentiment has picked up. In addition, the regulators said that they will curb the financing scale of the company’s listing in the early stage of the IPO restart, so that everyone is concerned about the IPO restart. There was less fear, and the expectations changed again, which is why today's market opened sharply higher."

"Then do you think... can the market open up a new situation today and stabilize it?" Liu Xin asked, "The move you made yesterday to buy bottoms and increase positions, looking at it now, is indeed very wise."

Fang Xinsheng stared at the changing disk, pondered for a moment, and replied: "Whether the trend of holding high and fighting high can be achieved is uncertain, but in the next two or three days, yesterday's ChiNext and the small and medium-sized board, as well as the huge gap between the stock index and the stock index, It should be able to make up for it, and what's more... no matter how the index goes, the two main lines of 'mobile Internet' and 'smartphone industry chain', the following market prices should not be much worse."

"After all, Fortune Road has accumulated billions of dollars in this field."

"Let's not talk about a large amount of funds. They will follow his seat and follow the trend. Let's talk about the funds that lost their chips before. The investment sentiment in the market has generally picked up, and major negatives have landed. Moreover, the future expectations of these two main lines are still increasing. Under the circumstances, there will be a high probability of recovering the chips.”

"On the impact of these aspects..."

"There will be no shortage of funds to undertake these two main lines of work."

"If you don't lack funds to undertake, if you have expectations and emotions, you will definitely be able to get out of a new round of market."

Speaking of this, Fang Xinsheng paused for a moment, and said again: "So, I want to continue to increase my position. Fortune Road is an excellent opponent, but it is also a force that we can rely on and use. He has a large scale in the Dragon and Tiger Rankings. Buying, revealing the main direction of attack and holding positions, has actually created momentum for everyone and set up a stage for hype."

"Okay!" Liu Xin nodded, "In terms of the transaction, you decide."

He thinks that he is far inferior to Fang Xinsheng in terms of disk analysis, market conditions, and opportunity grasping, so even if he has different opinions sometimes, he will not interfere with Fang Xinsheng's trading decisions. Before making a trading decision, he will also be told symbolically, which makes him very satisfied.

"Okay!" Fang Xinsheng responded, and began to issue instructions to the traders.

Immediately afterwards, the traders who received the instructions began to submit their inquiries to the "mobile Internet" and "smart phone industry chain" companies such as 'Fenda Technology, Huaqingbao, Changqu Technology, Wangsu Technology, and Tianyu Information'. Pending orders for popular stocks on the main line of the big core, rush to raise funds in the call auction.

Unlike Xu Xiang who wanted to wait for a better buy...

Fang Xinsheng feels that since the general direction is right and the market still has a chance to rise sharply, the short-term cost gap is not so important.

At the same time, he was also worried if he continued to hesitate.

After the opening of the market, the market really held high and did not pull back, so it would be even more uneconomical to chase higher.

After all, Fortune Road frantically scooped up bottoms at the bottom yesterday, and bought regardless of cost, which has taught him a profound lesson, allowing him to understand that in the face of big opportunities, he must know how to choose and learn to be decisive.

And at the same time...

Yanjing, inside Anlan Fund, trading room.

Xie Wanting focused on the market, and saw that 'Fenda Technology, Wangsu Technology, Huaqingbao, Changqu Technology' and other popular stocks in the main line of 'mobile Internet' and 'smart phone industry chain' are getting stronger and stronger in the call auction , apart from being slightly surprised, he was also filled with joy in his heart, and said happily: "Teacher, we have finally caught up with this round. Looking at the situation, the two main market trends of 'Mobile Internet' and 'Smartphone Industry Chain', It should be the end of the adjustment, and it has once again become the focus and hype area of ​​the main funds in the market."

"Hehe..." Zhou Guohua, who was standing behind Xie Wanting, smiled softly. He also admired the apprentice's precise bottom-hunting operation. , It is indeed that the research is thorough enough, yes, the progress is very great!"

"Thank you for the compliment, teacher." Xie Wanting said with a smile, "Today's market should fill in the gap from yesterday's jump, right?"

Zhou Guohua stared at the call auction situation of the two cities that was still going strong, thought for a few seconds, and then replied: "It's hard to say, yesterday's golden needle was drawn too sharply, and there are quite a lot of short-term profits accumulated. , The market opened so much higher today, I am afraid that it will have to digest it again before the index can really rise and come out."

"Moreover, yesterday's stock index was strongly supported..."

"Today, the sentiment has picked up. Huijin and Huajin will definitely not protect the market. With the bank and the two barrels of oil obviously going to pull back to make up for the decline, today's stock index may not look good, and the stock index will not look good. Restricting the further ferment of bullish sentiment in the market, so... Whether the index can really stabilize, there are still uncertainties, we can't be too optimistic!"

"Of course, the adjustment of the two main lines of 'mobile Internet' and 'smartphone industry chain' should be over."

"Coupled with the influence blessing of Fortune Road's billions of Masukura."

"Even if the index fluctuates here, these two main lines should be able to come out of a relatively strong and independent market, so...we don't have to worry too much."

"En!" Xie Wanting responded, pondering over what the teacher said, but remained silent for a while.

And as she pondered, at this time, the time has passed 9:25, the call auction of the two cities has ended, and the fierce trading market has entered a short suspension stage again.

I saw that after 10 minutes of call bidding process...

In the end, the Shanghai Designated Index opened slightly lower at a drop of 0.35%; the small and medium-sized board index and the ChiNext Index were fixed at a rise of 0.68% and 0.89%, which were considered to be significantly higher than the Shanghai Index; the Shenzhen Designated Index opened at 0.42% % increase, not particularly strong, but not weak.

In addition to indexes, industry sectors, concept sectors, and popular individual stocks.

'Mobile Internet' and 'Smartphone Industry Chain' related concept sections, such as 'Mobile Games', 'Internet Finance', 'Wearable Devices', 'Apple Concept', 'Network Security', 'Mobile Payment' and other concept sectors are among the highest growth rates in the two cities, and the main funds in the sector are showing a state of net inflow. Funds from all walks of life are rushing to raise funds in this field during the call bidding stage, which is more obvious.

Industry fields such as infrastructure, real estate, automobiles, white goods consumption, and related concept sectors.

The performance was relatively stable, opening slightly higher, lower than that of the Shenzhen Index, the Small and Medium-sized Board Index, and the ChiNext Index, but far stronger than the opening performance of the Shanghai Index.

Securities, venture capital related industries, and their conceptual sectors.

It did not get the obvious attention of the main funds, and opened slightly lower, showing that it was on par with the Shanghai stock index.

Then, the banking and petrochemical sectors, which strongly supported the index yesterday, showed a trend of opening sharply lower today, obviously compensating for the decline. Related core stocks, such as the four big banks, two barrels of oil and other major trillion-dollar market capitalization stocks in the two cities, the disk There was a net outflow of funds.

However, although the two major weighted sectors opened sharply lower, they were not the leading sectors in the two cities.

In the entire call auction, the weakest performers were the industries related to "restructuring and backdoor" that were directly hit by the "restart of market IPO" and their concept sectors. Among them, the ST sector led the market down, and more than 6 stocks in the sector were still suppressed Died at the limit, without any major capital attention, unlimited limit.

Hot stocks that are highly concerned by market investors...

Fenda Technology opened 7.22% higher, Huaqingbao and Changqu Technology maintained a high opening rate of about 5%, Netspeed Technology opened 4.12% higher, LeTV, Huayi Brothers, Tianyu Information, Huake Jincai, Dongfang Fortune, Shanghai City steel union and other votes, the higher opening range is about 2%.

Generally speaking, the entire collective bidding stage.

The core main funds of the market, as well as many active funds, are basically completely focused on the two core main lines of 'mobile Internet' and 'smart phone industry chain', and especially focus on Fortune Road. Large related stocks on the disk.

Seeing such an opening situation, the majority of retail investors in the market are naturally excited and excited.

After all, the small and medium-sized board and the GEM are the places that fully reflect the market sentiment and where the majority of retail investors gather. As for the Shanghai index... In everyone's mind, this index has long been distorted. Due to the large siphon effect, everyone is too lazy to pay attention to the rise and fall of this index.

"Closing the gap, I'm sure I can fill the gap today, right?"

During the brief suspension of trading from 9:25 to 9:30, some retail investors yelled at the heated online stock trading forums.

"The bottom has been found out, the bad news has landed, and it must be reversed!"

"Blessed by Fortune Road, the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain' are back. It is impossible for the small and medium-sized board and the ChiNext board to not be reversed. Let's see... Today is definitely a big positive line !"

"All the concept stocks of 'Wealth Road' opened higher. This formation... at first glance, it is really shocking."

"Indeed, with such a face-to-face... the rest of the market can't match it!"

"This is the seat on Fortune Road, and the premium it deserves. After all, there are too many funds following the trend of Fortune Road. You grab it, I grab it, and everyone grabs it. It's impossible not to open high."

"If you can make money, you will grab it. If you don't make money, who will grab it?"

"It's just because of making money. Of course... this is also the reason why everyone frantically followed suit for the seat on Fortune Road."

"The market opened so much higher today, isn't it all due to the influence of Fortune Road's seats? The main reason is that after the regulator's explanation, everyone's fear of IPO restart has decreased, and after this fear has weakened, the market sentiment and the market Naturally, there will be a repair process, after all, the previous market reaction was obviously a little too extreme."

"Anyway, you should increase your position at this time!"

"It is necessary! I have already caught up with Fenda Technology, this check, this round is definitely the core leader of the main attack."

"I also chased Fenta Technology. I was worried that the check would be opened at the daily limit today. Fortunately, fortunately... it gave me a chance to buy."

"Damn, I bought Chinese Commercial Bank as a hedge yesterday. I originally thought that I could safely follow the 'national team' to protect the market and enjoy a wave of profits. I didn't expect that this place is actually a huge pit. Not only did I not get the profit, but I also lost a lot of money." At least, I missed yesterday's great opportunity to buy bottoms, it's just... Is there still time to go out of the Chinese Commercial Bank and chase Fenda Technology?"

"It should be in time! As long as you can buy it, you can probably eat meat. After all, Fortune Road does not have the habit and precedent of smashing the market the next day, and the market has just bottomed out. The 'mobile Internet' and 'smartphone industry chain' are two The big main line has just gathered popularity and showed a strong rebound state, and the market in this field should not end so soon."

"Chasing, I'm afraid I'm afraid, the more I hesitate, the more I regret it!"

"There is nothing to be afraid of with Fortune Road in the field, and... the previous index has dropped sharply for four or five days in a row. According to the probability, it should also rise."

"The Growth Enterprise Market has pulled back nearly 15 points of decline in one breath, and the core hot stocks of the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain' have generally adjusted their declines by 30 or 40 points in one breath. A lot of votes were directly cut in half, can't there be a decent rebound for this level of decline?"

"Wealth Road has taken a lot of money to play the vanguard. If you hesitate at this time, it really is...deserving of not making money."

"I didn't say anything, follow up with a full warehouse!"

"Yes, follow up with full positions, and the ChiNext will not set new highs, and vow not to hold positions."

Amidst the excited or exciting discussions among the crowd, a short 5 minutes passed, and 9:30 arrived, and the market ushered in the official auction trading session.

At this time, I saw that the market started to beat again.

Yuhang, inside Yuhang Investment, in the trading room, Li Meng was about to give the traders an order to continue buying, but was suddenly stopped by Su Yu.

"Don't buy it?" Li Meng looked at Su Yu in surprise.

Su Yu smiled and said: "It's not that I don't want to buy, it's better to increase the position to the 50% position line according to the plan. It's just the time to buy in a big way...you can take a break."

"Slow down?" Li Meng was very puzzled, "The sentiment of the bulls in the market feels that it is fully recovering, and there is a strong willingness to undertake funds from all walks of life. Is it higher?"

Su Yu smiled and didn't answer, but asked Li Meng to pay attention to the changes in the market.

Li Meng turned his gaze back and stared at the market.

I saw that after the market went up rapidly for a few minutes, the selling began to become heavy, and the willingness of the market's main funds to undertake, when the selling became heavy, not only did not continue to increase the volume, but instead shrank and retreated.

"Huh... that's not right!"

When she found that the offensive strength on the board was insufficient, and the market was far less optimistic than she thought.

At 9:35, the stocks of the most popular stocks in the two cities were suddenly cut off, and the stock prices fell in a straight line. In the process of falling stock prices, more and more active selling became more and more fierce.

At 9:36, as the stock prices of many popular stocks plunged, several major indexes also began to turn down.

At 9:37, as the index was driven to dive, all industry sectors and concept sectors in the two cities began to see a large number of active selling.

At 9:38, all popular concept sectors and popular stocks were suppressed by selling orders.

At 9:39, under the endless and eager rush of selling orders, the diving range of the index and individual stocks began to accelerate rapidly.

At 9:40, the small and medium-sized board index and the GEM index fell back to the flat market, the Shanghai index expanded to 1%, and the Shenzhen index turned from red to green, and the decline expanded to about 0.45%. Several major indexes not only failed to maintain a high opening Instead, it swallowed up all the opening gains, turned around and went straight to the bottom, making the vast majority of investors in the market dumbfounded and completely incomprehensible.

At 9:41, the small and medium-sized board index and the GEM index turned green. At the opening of the market, the investor group was full of enthusiasm, full of confidence, full of positions, and frantically chasing after the trend. In an instant, their hearts were poured. With a basin of cold water, my fiery heart gradually cooled down, and I became extremely anxious.

At 9:42, after all the major indexes turned green, the decline was still expanding. The market confidence that had just risen, under this sharp drop, showed signs of collapse again, and panic began to heat up again. Funding also became more hesitant at this time.

At 9:43, the small and medium-sized board index and the gem index accelerated and fell sharply, and the declines exceeded 1%.

"What's going on?" Seeing the market trend like this, Li Meng raised his heart in his throat, "Why did the good market sentiment suddenly collapse again?"

Su Yu stared at the market changes on the computer screen, smiled, his expression remained the same as before, and replied: "Yesterday's market swing was too large, and there were too many short-term profits accumulated, and today's market opened too high. It is not easy for follow-up funds to intervene, and the index continued to forcibly rise after the opening of the market, and the main funds from all walks of life were unwilling to chase up and undertake, so naturally there was a lack of undertaking power, and the index turned around and dived."

"And when the index dives..."

"The short-term profit-making chips accumulated yesterday, in the case of insufficient confidence in holding positions, naturally swarmed to take profit and smash the market."

"It's just natural profit taking and market self-regulation."

"It's much better to kill and wash the chips here than to force the upside to pull up and then wash the chips after accumulating more profits. At the same time, it can once again consolidate the support of this position and strengthen market investors in the future. There is nothing wrong with inertial thinking in this position.”

While Su Yu was speaking.

At 9:44, the Growth Enterprise Market Index and the Small and Medium-sized Board Index have reached a 1.5% drop in one breath, while the Shanghai Stock Exchange Index has already fallen by more than 2%. It is less than 10 points away from the low point when the market crashed yesterday. There is a bit distance, and both the Shanghai Stock Exchange Index and the Growth Enterprise Market Index have lost the important points of 2300 and 1200 points at this moment. The overall situation of the two cities looks... extremely scary.

At 9:45, the decline in the Shanghai stock index expanded to 2.5%, breaking through yesterday’s intraday low, setting a new low for adjustment, while the ChiNext Index also fell close to 2%. The three concept sectors of 'mobile games', 'Apple concept' and 'Internet finance' related to the two main lines of 'smartphone industry chain' are still in a slightly red trend, while other concept sectors have all turned green.

"The stock index has hit a new low!" Li Meng said in surprise, "If you don't know the ChiNext or the SME board, you still have to hit the low point yesterday, right?"

Su Yu didn't reply, but stared at the amount of energy that had begun to increase rapidly again, paused for a while, and then said: "It's here, it's almost there, and if you go further... there are almost no bargaining chips for profit. Buying... Put all the pre-increase funds in at this moment, according to the trading plan we made before!