The investment era of rebirth

"Finally broke through!"

At 10 o'clock in the morning, in Yuhang, Yuhang Investment Company, in the internal trading room, Li Meng stared at the board, breathed a sigh of relief, and looked at Su Yu with a smile on his head: "The market trend is really based on your speculation It was exactly the same, fluctuated slightly, and after continuously digesting floating chips, it immediately broke through again."

"Sometimes I wonder... why is there such a big gap in trading talent between people?"

"It's like you have a pair of eyes to see the future. You can predict almost every market change. It's really amazing!"

"The future of the financial trading market, even if it is a god, cannot be accurately predicted." Su Yu smiled lightly and said, "I am only analyzing the market based on my own understanding and cognition, and making corresponding strategies. As for How the market will go, how it will be cashed out, and whether the final trend is in line with the forecast are all just luck and probability.”

"What we can do is only when the probability is fulfilled or not..."

"Adjust the trading strategy in a timely manner to ensure that the final investment result can meet your expectations, and the performance will not be so bad."

"to be honest……"

Su Yu paused, and continued: "Whether investment or speculation, the essence is a probability game between profit and risk, and the so-called technology and talent are only based on past data, experience, market sentiment, future expectations, etc. After comprehensive consideration of a series of factors, the judgment you make is nothing more than a judgment, so you don’t need to belittle yourself, thinking that your skills are inferior to others, what you lack is only experience.”

"I'm not underestimating myself." Li Meng said, "It's true that my skills are not as good as others! And it's nothing to admit to me. Didn't you say it before? You can only improve if you don't know enough. If I think I'm fine everywhere, then I'm afraid you should be really worried."

She really admires Su Yu.

At the same time, the two of them are now on the same boat, one prospers and the other loses.

Therefore, in her heart, her ability in financial transactions is far inferior to that of Su Yu, and she doesn't care too much about it, or is unwilling to do so. Instead, she feels that Su Yu's charm is getting stronger and stronger. There is a clear difference in the person in the picture.

"Well!" Su Yu said with a smile, "Insufficient self-awareness is originally a kind of progress."

In essence, in his opinion...

After almost half a year, Li Meng has greatly improved in terms of market analysis, fund increase and decrease operations, macro and micro cognition, and trading mentality, and has a certain foundation for trading large funds , Of course... Li Meng in his current state, before his rebirth, had already made a name for himself in the domestic financial industry, and there was still a long way to go when he was in charge of a tens of billions of funds.

"Oh, that's right!" Li Meng smiled and changed the subject, "Today's index has made another breakthrough, and the two core lines of 'smartphone industry chain' and 'mobile Internet' have once again become hot spots in the market. Stocks have obvious attention and relay of main funds, do we... need to add fire at the right time?"

Su Yu pondered for a moment, and replied: "No, according to the original strategic plan, follow the market, and maintain a dynamic position balance. It's just buying and selling within the day, and we should try our best to avoid the dragon and tiger lists of related stocks. The fund’s trading seats are relatively sensitive in the market at present, if the majority of investors in the market follow our motives after gaining insight into our motives, then the upside of the market may be further suppressed.”

"Okay!" Li Meng replied, "I will tell traders to be careful and try to avoid the dragon and tiger lists of related stocks."

At present, the company's two main funds have a large number of chips in each of the stocks held on the two main lines of 'mobile Internet' and 'smart phone industry chain'. Concept stocks, they have relative ability to control the market.

As long as there are no emergencies.

For example, if there is a certain strong capital, regardless of the cost, if there is a strong rush to raise funds and close the board.

If they want to suppress the rise and amplitude of a certain concept stock that they mainly hold, so that this check does not appear on the dragon and tiger list, they can still do it.

After speaking, Li Meng immediately issued relevant instructions to the traders, and then turned his attention back to the trading boards of the two cities.

At this time, the time has slipped to 10:15, the stock index has risen by more than 1.5%, the Shenzhen index has risen by nearly 2%, and the SME and GEM indexes have risen by more than 2.5%. ' led the rise, followed by 'Apple Concept'. The concepts of 'mobile games' and 'wearable devices', which performed strongly before, followed closely behind 'Internet Finance' and 'Apple Concept', and still ranked among the top gainers in the concept sectors of the two cities Top of the list.

In addition to 'mobile Internet' and 'smartphone industry chain', two major markets that investors generally agree with and have strong expectations for the future, the 'automobile and white goods' fields that Su Yu proposed to build positions in recently It also showed a strong state repeatedly, which made Su Yu and Li Meng feel a little surprised.

"The two major fields of automobiles and white goods have really been recognized by market funds." Li Meng stared at the changes in the market, and said with some surprise, "Boosting domestic demand, the main line of 'big consumption' has inspired a certain amount of investment in us. After gaining popularity, the feeling has already appeared faintly!"

Su Yu nodded slightly and said: "It is indeed a little unexpected, but... this is a good thing!"

"En!" Li Meng nodded and said, "If the line of 'big consumption' can be generally recognized by the market's main funds and can be released, it will be a huge market support for the Shanghai Stock Exchange Index, so... complement each other , It is estimated that the rebound of the ChiNext index will go further."

The majority of investors in the market, although they have always been pessimistic about the Shanghai Index.

But the Shanghai Index, after all, is the market situation, the most important performance index, which affects the overall market investment sentiment. If the Shanghai Index cannot stabilize and open up new upward space, then the ChiNext Index cannot deviate too far from the Shanghai Index.

"That's the reason." Su Yu responded, "Since this line has a clear tendency to go out, with the liquidity in these two areas, we can try to increase our position a little bit."

"Okay!" Li Meng said with a smile, "That's what I mean too."

After finishing speaking, she began to continue to instruct the traders to continue to increase their positions in the fields of 'automobiles and white goods', so as to intensify the market in these two fields.

And as traders bought...

After 10:20, the market's long sentiment further intensified.

At 10:25, the stock index rose by more than 2%. In the two major fields of 'white goods and automobiles', the concept sector rose by more than 2.8%, approaching 3%. The two main lines of 'smartphone industry chain' have exploded in an all-round way, and at the same time, they have driven the concept sectors such as '3G communication', 'semiconductor' and 'domestic software' to go up together.

At 10:40, Internet finance once again set off a wave of daily limit. Changliang Technology, Yinjie, Great Wisdom, Huake Jincai, Hengsheng Electronics, Flush, Dongfang Fortune, Jinzheng, Shanghai Steel Union, etc. rose by more than 7%. The concept index of the entire plate rose by more than 5%.

At 10:52, Fenda Technology made a rapid advance and hit the daily limit again. The stock price broke through 68 yuan, which was only about 77.86% away from the previous high of 15. At the same time... Netspeed Technology rose by nearly 6%, and the stock price broke through 120 again Yuan, the market value has also returned to the position of the first weight of the ChiNext.

At 11:05, the Growth Enterprise Market Index rose by 3.5%, approaching the 1300-point mark.

And also at this time...

Magic City, inside the Yinghui Fund, in the trading room.

Fund manager Liu Guanhai is looking at the index that is breaking through like a rainbow, looking at the market that is ushering in a general rise again, and looking at the two main concepts related to 'mobile Internet' and 'smart phone industry chain', multiple concept sectors set off daily limit The tide, the situation where countless popular stocks are pointing to new highs, the whole person is dumbfounded, for the previous point of view, for a while... I regret it.

"Mr. Liu, the breakthrough of the market today's big positive line has already indicated that the market has substantially reversed." Shao Xiaoyun, the trading team leader, saw that Liu Guanhai still had a conservative and negative attitude in trading strategies, and finally couldn't help reminding him anxiously. , "Should we keep the minimum position and continue to wait for better opportunities?"

Liu Guanhai glared at Shao Xiaoyun, but did not speak.

Instead, he turned his head and stared closely at the quotations on the big screen in the trading room, wondering whether the index here was a substantial reversal and breakthrough.

At the same time, I am also considering that if I continue to be short of the market, after the disclosure of fund positions.

How should investors react?
"What the hell, this market... is really uncertain." After thinking for a long time, he couldn't help cursing in his heart, "When it's time to go up, it doesn't go up, and when it's time to go down, it doesn't go down. "

After cursing in his heart, he saw that several major indexes had indeed returned to the 20-day line, and both trends and emotions had completely reversed. In terms of the concept of several main lines that are the strongest in the market, massively increase positions and buy.

At the same time, Yanjing, Shenzhen, Guangdong, Yuhang and other places.

Many main institutions with large funds who are accustomed to taking opportunities on the right side have also begun to increase their positions on a large scale, chasing high-quality chips for popular stocks that have fully reversed and broken through.

Finally, when the time reaches 11:30, when the market closes at noon.

The Growth Enterprise Market Index directly reached the 4% increase, successfully standing at 1300 points, while the Shanghai Stock Exchange Index also broke through the increase of 2.8%, approaching 2400 points.

And the index is fully reversed and broken through.

The main lines of the market have exploded in an all-round way, and related concept sectors have set off a wave of daily limit.

There are nearly 2000 stocks in the two cities. Except for the stocks that have been suspended, less than 100 stocks have fallen in total, while the stocks with daily limit have exceeded 100. Of course... among the more than 100 stocks with daily limit, most of them are It is a constituent stock of the Small and Medium-sized Board and the ChiNext Board.

With such a hot market, after the market closes at noon...

The discussion among investors in the entire market exploded immediately, and countless people shouted 'bull market'!
"Hundred stocks daily limit, today's market, what a strong trend!"

"All three of the stocks I hold have their daily limit. It's been a long time since I have experienced such a day. One word, 'cool'! It feels like the bull market is really here."

"Don't talk about a bull market. Every time you call a bull market, the market will fall."

"Yes, today's big positive line, although very beautiful, should be seen as a rebound first. When the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index have crossed the previous highs, and the volume energy has further expanded, it will not be too late to call the bull market. .”

"Regardless of whether the market is bullish or not, anyway, the two major market trends of 'mobile Internet' and 'smartphone industry chain' are quite bullish. I have to say that Mr. Su's prediction of the market and the entire financial trading market are really unparalleled. Humans can reach it, and every prediction is extremely accurate."

"Indeed, this wave followed Mr. Su, and he really got to eat meat."

"Haha... I also caught two daily limit stocks today. Who said that before? You can't go wrong if you buy the core hot stocks that stick to the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain'. The result is really, what I bought before, I lost nothing, but these days I suddenly recovered, and I finally bought something and earned something.”

"The strongest ones are not the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain', but the concept stocks held by 'Wealth Road'."

"Yes, yes... It is suggested that the trading platform can complete a 'Wealth Road holding concept section'."

"If it's really done, the follower group may explode."

"It's useless, isn't it? President Su's position is not static. If you really create such a concept board, if you focus on buying, you will definitely lose money."

"If you really want to follow Mr. Su's wealth path, you still have to find traces from the dragon and tiger list and the holding data released by the 'Yuhang Department' fund under the leadership of Mr. Su. This is the only way to be reliable, but even so, the lag The nature is also great, but fortunately, Mr. Su has a large amount of funds now, and the stocks he buys and the market he does basically do not have the concept of ultra-short-term, so... even if he lags behind, he can barely keep up."

"Hey, the most reliable one is to buy the 'Yuhang Department' fund managed by President Su."

"Then I don't know when!"

"Indeed, after asking around, I haven't heard that Mr. Su plans to issue a new fund."

"It seems that the current 'Yuhang series' fund shares can also be traded off-exchange?"

"Off-market? Transfer between investors through an agreement, the premium rate... is simply, the current general market for OTC transactions, the two funds of the 'Yuhang Department', the premium rate is more than 30%."

"Cow, the premium rate is more than 30%!"

"Hehe, even if you give a 30% premium to the current net worth, very few people are willing to transfer it."

"By the way, what is the net worth of the two funds 'Yuhang No. 1' and 'Yuhang No. 2'? There is no update on the list of private equity fund products!"

"The two funds are currently fully closed operations. Who knows? We can only find out when Mr. Su announces himself next month, but I guess... the latest net value of the two funds is at least higher than when it was announced last time. 20%? After all, Mr. Su also participated in the market of 'securities and venture capital' on a large scale."

"20%, isn't it? I think it's far more than that!"

"What are you thinking about? The total size of the two funds managed by Mr. Su is over tens of billions. With this level of funds, a 20% increase in net worth in two or three months is already an incredible performance. If you think about it, 20% of 20 billion is [-] billion new profits."

"Hey, it's no fun to guess. We'd better find a way to earn the 100 million capital threshold first. Otherwise, if you want to apply for and take over the fund managed by President Su, you won't be qualified."

"Indeed, I don't know if Mr. Su will switch to a public offering fund one day?"

"That's right, it would be great if Mr. Su was in charge of a public offering fund. Then I will definitely save money and spend as much money as I have. When the time comes... I will still watch the ghost."

"However, if the market is too large, it will be difficult to improve performance. Among the public offering funds with a market value of tens of billions, let alone several times the increase, there are only a handful of funds that can achieve a 15% increase in a year, but Mr. Su is not ordinary. People, should be able to control tens of billions of funds, right?"

In the intense and exciting discussion voices of the crowd.

The topic of "Wealth Road" and Su Yu is still the most core hotspot in the entire network communication.

Finally, when the lunch break passed and the market opened for trading again at 1 p.m., under the ferment of fiery emotions, the stock index took no more than 5 minutes to stand on the 2400 mark again without hindrance, and The GEM index soared to a 4.5% increase in one breath.

Of course, in the follow-up, the index rose too eagerly, and the market volume can be enlarged to a limited extent.

After the time entered 1:20, the two cities fell into a pattern of high shocks that fell slightly.