The investment era of rebirth

"Buy 1.1 million LeTV, 8300 million Wangsu Technology, 3700 million Fenda Technology, 8700 million Oriental Fortune, and more than 4300 million Xinwei Communications!" After seeing the refreshed Dragon and Tiger List, follow Many investors in the market exclaimed, "Fortune Road is indeed still increasing its positions in the popular stocks of the two main lines of 'mobile Internet' and 'smart phone industry chain'. The market outlook is promising, and the market outlook is promising!"

"Almost all of Fortune Road's heavyweight stocks are on the GEM. How optimistic is this about the future of the GEM?"

"Not only the GEM, but to be precise...almost all of them converge on the two core lines of 'mobile Internet' and 'smartphone industry chain'!"

"The Dayang line is reversed, and with the continuous large-scale buying of Fortune Road, there is a high probability that the market will bottom out in the short term, right?"

"There is no high probability, it must have bottomed out!"

"A total of 3.6 million purchases were made on the Fortune Road list today, and the purchases not on the list may not be lower than this amount. Adding in the amount of purchases made by Fortune Road yesterday, it is estimated that the main capital of Fortune Road, The holdings on the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain' should exceed 30 billion? Now... I feel that Fortune Road is really the super main force of these two main lines!"

"The large-scale intervention of Fortune Road is enough to show that there are huge opportunities hidden in these two main lines!"

"Nonsense, there is no such thing as the strongest mainline in the market."

"No matter how much analysis there is, it's all false. Just follow up with a full position. Wealth Road is the strongest main force in the market. If you follow Wealth Road, you will definitely be able to eat meat."

"Haha... I've already eaten the meat. Fortunately, I followed suit early, and today I have steadily gained two daily limit."

"After Fortune Road increased its positions significantly for two consecutive days, the batch of popular stocks like 'Fenda Technology, Wangsu Technology, Huaqingbao, Changqu Technology, LeTV...' are basically dominated by Fortune Road. How these tickets go will probably depend on President Su's face on Fortune Road, right? I'm wondering...after President Su's family dominates, will the other main players be afraid to follow up in high positions because they will be worried about President Su's failure?"

"Although Mr. Su is relying on the two main lines of 'mobile Internet' and 'smartphone industry chain' to increase positions on a large scale, in general, the scope of holdings is quite wide, and the 'mobile Internet', 'smartphone industry chain' The amount of funds carried by these two main lines of the industrial chain, and the amount of positions held by Mr. Su, can't be regarded as the only one?"

"Even if it is a dominant company, there are countless market funds that are willing to be the road to wealth, so there is no need to worry at all!"

"Compared to other main funds in the market, Mr. Su's seat on Fortune Road is rarely overwhelmed, and... with Mr. Su's amount of funds, even if he wants to reduce his position and enter the market, he will definitely not be able to get out for a day, and other parties will follow suit. As long as the amount of funds invested is below Mr. Su's Wealth Road, it is completely possible to leave the market before the Wealth Road when the market trend changes, so... there is no such thing as Mr. Su's family being dominant. In the follow-up, the main funds dare not follow up at high positions, as long as there is a profit-making effect... I believe that no matter how high the position is, everyone will flock to follow suit."

"Yes, as long as there is a money-making effect, following the leader is the best chance to make money."

"Say one thousand, say ten thousand, anyway, I'm following the path of wealth."

"It's completely blind worry. I just hate that I didn't follow up quickly when it fell in the early trading, which led to chasing higher after noon, and I didn't reap much profit at all."

"Indeed, don't worry about it. I started to follow the trend of wealth from the end of August. In two months, the profit has already reached 8%."

"Wealth Road has never missed the investment in the main line of market conditions. There is really no need to question anything, and the two main lines of 'mobile Internet' and 'smart phone industry chain' are not like the previous 'Shanghai Free Trade Zone'. ', 'Securities, Venture Capital' and other main lines driven by news, these two main lines follow a long-term trend, relying on the market space for rapid growth in the industry in the future, and the performance expectations of continuous outbreaks of huge concepts are supporting and promoting , The hype has a macro-level underlying logic, and we are not afraid that there will be no main funds to follow up."

"Also, these tickets...Although they look very expensive at present, the valuation is outrageous."

"But when the performance comes up, take Netspeed Technology as an example. Its quarterly performance has increased by more than 50% quarter-on-quarter. It needs to be valued based on next year's performance. The current stock price is really ridiculously cheap. Compared with Those so-called 'core assets' on the main board don't know where they are so cheap."

"When we buy stocks, we have to buy stocks that are rising and getting cheaper. This is called a margin of safety."

"It makes sense! In the face of prospect expectations and explosive growth performance, the so-called valuation is just a cloud."

"'The higher the price, the cheaper' is really good. Let's see... The two main lines of 'Mobile Internet' and 'Smartphone Industry Chain' will definitely have a very strong performance in the future. Don't chase now. , Those who doubt the way of wealth will definitely have to catch up in the future.”

"Buy, buy... At this time, it's really a buy!"

"Wealth Road has continuously increased its positions, the index's big positive line has reversed, and two golden needles have bottomed out, coupled with the extremely beautiful performance and future prospects of a group of stocks such as 'Huaqingbao, Changqu Technology, Fenda Technology, and Netspeed Technology'. It is expected that no matter how you look at it, the next market will only go in the direction of 'up'."

"What the hell, it was washed out today, and tomorrow I have to chase the position and get back the chips."

"Anyway, after Fortune Road appeared on the Dragon and Tiger List to buy seats, I followed the trend and bought the next day. As long as I can hold it, I have a chance to make a profit."

"Yes, I don't know what to be afraid of?"

"President Su dares to pursue this direction with billions of dollars of funds. We have tens of thousands of funds, and the access and withdrawal are instantaneous, let alone have any worries."

"Do it! Tomorrow, I will buy it on the lines of 'Mobile Internet' and 'Smartphone Industry Chain'!"

"Boss Su has never had the habit of smashing the market the next day after buying it, so...it's absolutely safe to chase after Boss Su's holdings tomorrow."

"I hope that Fenda Technology can open a little lower tomorrow and give a relatively good buying point. I hesitated today and failed to catch up at all."

"It is estimated that Fenda Technology will go to the third board?"

"Even if it gets out of the three consecutive boards, it's just regaining some of the lost ground. In fact, according to the fundamentals and performance of Fenta Technology, when it comes out in the third quarter, it should have a consecutive board trend. It's a pity...then At that time, the market was suppressed by the bad news of the IPO restart, and the mood was too bad.”

"It's because the daily limit was smashed at that time, and then two lower limit were smashed, so there is a good buying opportunity now!"

"This check has long shown the leading position in the market, but it's a pity that I only realized it now..."

"Hey, I have to say that Fortune Road is really good at mining stocks, grasping buying and selling points, and guiding market sentiment. Every operation is a big bull stock on the cusp of the market!"

"Complement each other, right? If Fenda Technology didn't have the seat blessing of Fortune Road, I'm afraid it wouldn't be so strong."

After the announcement of the Dragon and Tiger List, the entire market was extremely excited and inspiring discussions...

At this moment in the magic capital, inside Zexi Investment, in the trading room, Xu Xiang looked at such a piece of data on the dragon and tiger rankings, smiled, and felt a lot of emotion: "Continuing to increase positions, it seems... it really is what a hero sees." Similar!"

"This method is really tough." Next to Xu Xiang, Zhou Kan's face was a little shocked, and he couldn't help but praise, "With billions or tens of billions of funds, he can still play in a short-term way. The main line, stimulating emotions, creating a popular leader, and the fast, accurate, and ruthless operation techniques are really used by him to the extreme."

"What's missing in the market right now is popularity, enthusiasm, and money-making effects." Xu Xiang said, "In other words... the current market needs the main funds like him to actively make orders and create a continuous money-making effect, because only in this way In order to attract more investors to enter the market, open up room for growth, and the height of the market outlook, this CEO of Fortune Road not only has a precise grasp of the investment direction, but also has a good timing and macro analysis. !"

"Fortunately, this time, we caught up perfectly." Zhou Kan said, "Today we bought a total of nearly 10 billion funds, which is estimated to be no less than Fortune Road, and...calculated based on the cost of chips bought today, this Some of the chips have already made substantial profits within the day."

"Okay!" Xu Xiang responded, "Finally not too far behind."

"Follow-up, we..." Zhou Kan thought for a while and said.

Xu Xiang didn't wait for him to finish, so he answered with a smile: "Today's big positive line, the crossing range is not low, and its index amplitude is basically the same as yesterday, so there are also a lot of profits accumulated during the day. Superimposed yesterday’s bottom-hunting, today’s part of the profit, this big positive line, the market may have to digest it well, so... in the following one or two trading days, if the market falls into an adjustment, then we will continue to increase our positions If you go long, if the market holds high and fights high, you have to be careful of the risk of a sharp drop in the index, killing the market and washing the market.”

"Understood!" Zhou Kan nodded.

Xu Xiang nodded slightly and said: "We have to eat food bite by bite, and the market trend has to go step by step. If you are impatient, you can't eat hot tofu. We must be patient, and we can't rush forward because of profit, and we can't get ahead because of a sudden change." Losses, and messed up plans and judgments."

"However, regardless of where the market goes in the next session or two..."

"In the short term, the index should not touch today's low point again, which means that the index should have a relatively good trend response in the next period of time."

"We are at this stage, although we still have to be vigilant against risks, and don't be too eager to chase higher."

"But it can also be a little more aggressive."

"The two main lines of 'Mobile Internet' and 'Smartphone Industry Chain', whether they are hot concept stocks or many fringe concept stocks, after two days of eager rebound, the vacuum stage of the bottom chips has basically been filled. If these two main lines go up in the future, I am afraid that the pressure encountered will not be as easy as these two days."

"After all, when these two main lines fell from a high position under the negative pressure of the IPO restart, they firmly locked in a large number of chips."

"This batch of chips is not so easy to digest quickly."

"So, these two main lines, in the subsequent rebound, are unlikely to have the daily limit trend of the continuous big Yang line today."

"I expect that when the market volume cannot expand rapidly."

"Most of these two lines will still take the form of 'time for space' and go up in small steps to slowly clear up the locked-in market ahead and many profit-making chips in the market that have no patience to hold positions."

"As for this wave of rebound..."

"Where will be the turning point and top of the new trend, then we can only take one step and watch one step."

"Hmm!" Zhou Kan responded, "I agree with Mr. Xu's opinion, and also agree with Mr. Xu's analysis, then we will follow up... in the form of dynamic positions that remain unchanged, and buy and sell at the same time."

"Okay!" Xu Xiang nodded and said, "Just follow this plan. Although the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain' are the absolute core support for the market of the SME board and the ChiNext market, in Under the current market situation, the daily turnover of the two main lines is still very limited, less than 200 billion yuan."

"Such a turnover cannot support the movement of super main funds of tens or tens of billions in two shares."

"Now, Fortune Road has taken the lead and has enough cost advantages..."

"It's also inappropriate for us to intervene in a full-scale heavy position, grab the dominant trading power of these two main lines of market with him, quietly follow the trend, and take a share of the pie."

Of course, apart from this reason...

There was still a layer of worry in his heart that he didn't express.

That is, he feels that the IPO restart of the market is a bad news. Although it has been digested by the market for the time being, it will still hang over the market like a shadow, suppressing the market conditions. In addition, the time is coming to the end of the year, and the macro capital of the market is tightening. , He didn't have too much confidence in how far the next rebound market could go.

Therefore, he will prevent Zhou Kan from further increasing positions in the future and maintain the fund's dynamic position balance.

And as the two of them analyzed the data of the Dragon and Tiger Rankings and the possible market trends in the market outlook, and made follow-up investment plans...

At the same time, in Shanghai, inside the Yinghui Fund, in the trading room.

Liu Guanhai, the fund manager of 'Yinghui No. 1', looked at the refreshed data of the Dragon and Tiger List, but felt hatred and envy in his heart.

Because the "Yinghui No. 1" fund was chasing positions in the "securities and venture capital" market before, it was massacred by Fortune Road, and did not avoid the risk of a market plunge. Therefore, when the bearish landed, the market style switched, and then the Jedi counterattacked, The fund failed to adjust its positions in time, and shifted to the two core concepts of 'mobile Internet' and 'smart phone industry chain', which rebounded the most, to recover the previous losses.

And when they have completely withdrawn from the "securities and venture capital" sector, which has been extremely weak recently and has been completely abandoned by the main funds, and then want to catch up, this is the current situation.

The core popular stocks related to the main line of "mobile Internet" and "smart phone industry chain" have rebounded by an average of about 15% within two days, and other non-core concept stocks have basically rebounded by 10%. At this time, we will catch up... ...Liu Guanhai was afraid that he would catch up to the high point again, and be harvested and slaughtered by Fortune Road.

"Fuck, it's so cheap that it's invincible, and I'm not fooled by this trick." After staring at the data of the Dragon and Tiger Rankings for a long time, Liu Guanhai remembered that Fortune Road used the influence of the seats in the past week or so, It is also a method of continuously buying on 'securities and venture capital', and then killing the decline and harvesting in two days, and finally made up my mind, "If you love to rise or not, I will definitely not chase this round, and I will definitely not accept your offer." plate!"

The last round of 'securities, venture capital' market.

Not only did he not eat the meat of the fund he was in charge of, but he also cut a lot of meat.

This made him hold a grudge against the culprit of Fortune Road to the extreme.

"Manager, are we really not going to increase our position?" Hearing Liu Guanhai's complaint, Shao Xiaoyun, the leader of the trading team, asked sideways, "I feel that the market has really bottomed out, and we are wasting opportunities like this, isn't it... a pity Is it? The bearish landed, the index counterattacked desperately, and filled the falling gap of the gap, the market sentiment has also fully recovered, and the profit-making effect of the entire market is also fully climbing, we..."

"Shut up!" Liu Guanhai didn't bother to listen to his opinion, "Am I the fund manager, or are you the fund manager? The plan has been made, and you can follow the investment plan. Others...you can choose to keep your own investment opinions. Of course, you can also choose to react to Mr. Wang and replace me as the fund manager."

Usually, he would give this junior some face, after all, the other party's background is not small.

But today, seeing that Fortune Road has successively bought bottoms and increased positions at the bottom, and once again took the initiative in the market transition, earning huge profits, the anger in his heart couldn't be suppressed even if he wanted to.

Shao Xiaoyun didn't expect him to have such a big reaction, so he murmured a few words in his heart, but he still kept his mouth shut.

Although the other party's words were harsh, he was right. He is currently only the head of the fund's trading team. In addition, he is young, inexperienced, and has little experience. Even if he responds upwards, it is estimated that the company will not replace him at this juncture. Liu Guanhai, so...he didn't feel bad for himself anymore, anyway, it wasn't his money that the fund lost.

As the conflict between the two became more intensified, the investment sentiment in the market at the moment was indeed getting hotter.

And there are more and more topics about the continuous increase of positions on the "Fortune Road".

In these more heated and passionate discussions, the short-seller sentiment gradually dissipated, and the bullish expectations began to quickly converge. In the minds of the majority of investors, tomorrow's market, as well as their own related holdings, have already reached their daily limit. Even hit a new rebound high!
Of course, there are often differences between expectations and reality.

When the next day, October 10, came, the market ushered in the closing of the monthly line and the last trading day of the month.

From 9:15 to 9:25, under the spotlight of everyone, the entire market is in a gradual downward trend in the call auction. From the sharply higher opening at the beginning of the call auction, it has fallen back to the flat market at 9:25 In the end, the Prev Index opened lower by 0.17%, the Shenzhen Index opened lower by 0.11%, and the ChiNext Index opened lower by 0.06%.

As the market's core concern, the two main concept sectors of 'mobile Internet' and 'smartphone industry chain', as well as popular stocks, opened much lower than expected. Fun Technology opened 3.22% and 2.11% higher, respectively. As for Netspeed Technology, LeTV, Huake Financial, Xinwei Communication, Dongfang Fortune and other weighted stocks on the GEM, the higher opening ranges were all within 1.76%.

Facing such an obviously lower-than-expected opening...

The fiery hearts of the majority of investors in the market, as well as the surging long-term sentiment in the market, have been suppressed again. The word "rationality" has gradually emerged in the minds of more and more investors.

So, at 9:30, after the official opening.

The market began to rely on the opening point as the center, and fell into a sideways trend of shrinking and oscillating.

And throughout the trading day, the three major indexes were all in a relatively narrow shock space, which made the majority of investors who were watching the market feel sleepy.

Finally, after four hours of trading hours.

When the market closed at 3 o'clock in the afternoon, the three major indexes remained near the flat market, neither rising nor falling, and all closed with a relatively short red cross star.

However, the performance of the index, although full of sleepiness.

However, as the core of the market, the "mobile Internet" and "smartphone industry chain" related concept areas, the effect of making money is still continuing. After a violent shock, Fenda Technology closed its third daily limit, and its stock price broke through the 60 yuan mark. The "Mobile Games Shuangxiong", Netspeed Technology, LeTV, Xinwei Communication and other weighty components of the GEM also performed well. They continued to be attacked by main funds and rushed to raise funds, closing higher than the 3% to 5% increase range.

After the market closed, the Dragon and Tiger List showed that Fortune Road was locked, and there were no trading seats for any stocks on the list.

As for Jiefang South Road, buy and sell, and do T within a day.

Of course, among them, there is another point worth noting, that is, institutions have begun to reverse their positions and re-chased Wangsu Technology, LeTV and other GEM heavyweight stocks.

Seeing that on the Dragon and Tiger List, Fortune Road is locked.

Although everyone is seriously dissatisfied with today's market performance, they are still full of strong hopes for the market outlook.

However, in the following two trading days, the market still did not continue to break through. Instead, it continued to oscillate within the gap gap when the market opened lower and fell on October 10, and successively received Xiaoyin and Xiaoyang crosses. The K-line drains everyone's enthusiasm and emotions.

Later, when everyone thought that the index was suppressed by heavy selling, they would go back to the low point detected by the two gold needles on October 10 and October 29...

Monday, October 11.

After the market opened slightly lower, it once again showed a breakthrough trend like a rainbow!