The investment era of rebirth

"The market volume can never be further expanded, and there are always some hidden dangers in the undertaking!"

Seeing that the time-sharing energy of the market began to decline, the index fluctuated at a high level, and stagnated, Zhou Kan said with emotion: "Mr. , going on... I'm afraid it will be difficult to cross the previous high point in one go and continue to make room for the market, right?"

"It's really difficult, but it's not impossible!" Xu Xiang said, "The market is dynamic, and neither emotions nor energy can remain static. If the market can continue to make money after oscillating at a high level, then emotions will naturally It will continue to rise, and the incremental undertaking funds will naturally expand, whether it can surpass the previous high... The key depends on how the market, news, funds, and emotional masks will change during this period of time."

"If the news and emotions are good."

"Then, under the influence of the continuous profit-making effect of the market, the vast number of off-market investors and funds from all walks of life will naturally continue to enter the market to undertake market quotations."

"The continuous profit-making effect must be promoted by continuous incremental funds." Zhou Kan continued, "And as the stock price rises, the higher the position, the more incremental funds will be needed. Although the current market sentiment is picking up A lot, but the funds that are willing to chase the high, compared with the profit-taking chips that gradually emerge from the high level, are still slightly insufficient from the disk, so... It may be extremely difficult to maintain a virtuous cycle of the market. "

"but……"

Zhou Kan paused, and continued: "No matter how the market goes, it shouldn't have a big impact on us. After these few days of continuous intraday trading, we are on the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain'. The cost of holding positions has been reduced a lot, and our holdings are not particularly large. With the liquidity of these two main lines, we can clear positions in one day and avoid possible risks."

His confidence in the market reversal and hitting the previous high is not strong.

After all, in his opinion, it hasn’t been long since the market’s continuous slump, and many of the bargaining chips locked in the market during the continuous market slump have not been liquidated, and the index’s continuous rebound, in addition to digesting the accumulated profits If you want to trade, you have to digest this part of the bargaining chips that are locked up.

According to his disk analysis, the incremental funds in the market simply cannot solve these two problems at the same time.

"Well!" Xu Xiang nodded slightly and said, "From a rational point of view, although the depth of this round of market adjustment is sufficient, the time and space are far from enough. It seems that the reversal is actually very likely to rebound. It is really necessary to be sober and accept as soon as you see it.”

While the two were talking...

At 1:45, the market had already fallen back for a while.

The ChiNext Index fell back to a range of 3.4% to 3.7%, while the Shanghai Stock Exchange Index has fallen back to a growth rate of about 2%.

Of course, some people are bearish, and naturally some are bullish.

At this moment, Yuhang, inside Minghui Capital, and inside Jingda Investment, these two companies had previously cleared their positions and retreated, and then because of hesitation, they did not follow up with the private equity institutions that bought the bottom, and the relevant fund managers began to look clearly bullish again The market is asking for Masukura.

It's just that Xu Zhongji had already made up his mind to be short at the end of the year.

For the fund manager's request to increase the position, he did not agree.

On the contrary, Gu Chijiang seemed quite happy after the fund manager Lin Tingzong flipped from somersaults. Following the other party's advice, he chased up and bought back the core stocks related to the two main lines of 'mobile Internet' and 'smartphone industry chain' again on a large scale The bargaining chip, I want to fight for performance at the end of the year.

After all, his brother-in-law failed to borrow money to speculate in stocks, and the truth came out.

Although he has been kicked out of the company at this moment, it still caused a lot of influence on him, and he was forced to help the other party repay part of the loan.

Now, he doesn't have much working capital that can be used for the company's operations.

And the main fund managed by the company, in the two or three months of excellent performance, not only turned losses into profits, recovered losses, and turned the annual net worth into a positive, but it is not far from receiving excess profit dividends, so... Lin Tingzong thinks that there is an opportunity Only when the situation is good, he wants to fight aggressively again.

At the time when the main institutions of all parties have different views and different choices.

In the hot money group at this moment, the news in the main group of Yuhang hot money where Su Yu is located is also updated rapidly.

"LeTV has opened its board, is there any back-blocking?"

"Brother Huayi has dropped so much in the past few minutes, it's a bit unexpected! Has this check been made? I feel relatively weak!"

"The GEM refers to 1300 points, I feel that it is not so easy to stand on it!"

"In the morning, the market moved too strongly and pulled too fast, which caused the chip structure of many votes to be unstable. However, there should be no doubt about the breakthrough of this big positive line. Although the market has fluctuated, the trend must be upward. I think that under such circumstances...it's okay to return the seal!"

"Although the 1300 point of the GEM has fluctuated, the 20-day line is completely on the line."

"The pull is so urgent in the morning. After digesting it in the afternoon, it is normal for the shock to fall back. I don't think I need to worry too much."

"Although the index has fluctuated and dropped a bit, the current daily limit stocks in the two cities are still above 100, and the market's profit-making effect is still very strong."

"The time-sharing in the afternoon can be significantly reduced, I'm afraid there are still some hidden dangers!"

"Compared to the morning, the time-sharing volume must have shrunk, but compared to yesterday, or the day when the index rebounded on October 10, it is still slightly expanded, and the overall volume can be compared to yesterday or October 30. , are also slightly enlarged, so... I think there is no problem with the current capacity."

"Don't be too demanding, as long as there is a profit-making effect, the market can do it!"

"What is the amplitude of this drop? I hope that the index will plunge rapidly at this time, so that I can buy a group of leading stocks such as Fenda Technology, Wangsu Technology, and Changqu Technology. Hey...morning I just hesitated for a while, and then I couldn’t hit the board.”

"On the whole, in fact, today's popular stocks related to the two main lines of 'mobile Internet' and 'smart phone industry chain' have not increased in volume. This should indicate that these stocks are well locked. At the same time, it also shows that President Su of Fortune Road is still locked up, right?"

"Yes, that's the truth!"

"Since Mr. Su is still locked up, don't worry too much."

"I think, whether it's a rebound or a reversal, as long as the two main core hot stocks of 'mobile Internet' and 'smartphone industry chain', especially the many concept stocks held by Mr. Su, do not have a large volume, then continue to Chase, keep taking, no problem."

"Even if the amount is greatly increased, with President Su's holdings, it can't be reduced in a day, and there is absolutely time for reaction!"

"That's true!"

"How the market goes, just keep an eye on Fenda Technology. This check... is currently the leading indicator of the market. As long as it doesn't collapse, there will be no problem with the market."

"Follow the strongest wind, be the strongest stock, stock trading is nothing more than this!"

"Damn it, I just said it was going to be the unblocking of LeTV, but I didn't expect... it was blocked again in just 2 minutes!"

"The concept sector of 'film and television media' is going well! 6 stocks with daily limit."

"What am I talking about? At this time, it is completely unfounded to be bearish on the market and worry about risks. If you can't find happiness for yourself, it is true to follow the trend and buy. After all... it is impossible to buy with your eyes closed. There are really not many markets that can make money, and it would be a pity to miss it!"

"Actually, I think it's a good thing to have a little disagreement."

"The so-called buying is divergent, and selling is consistent. The market has divergences, and there is a market. This is often the case!"

"That's right, when the top and bottom of the market were not formed by extreme emotions? There are still people in the current market who are rational and bearish and make people pay attention to risks. It proves that the market sentiment has not reached the extreme state, and it is naturally impossible here. It will be the node where the aircraft trend changes."

"Anyway, let's look at the front high position first!"

"Wait until the Shanghai Index approaches 2500 points again, and the ChiNext Index approaches 1400 points again. If you can't break through at that time, it's not too late to consider the risks. As for this time... I think it is best to go long to maximize profits."

"Anyway, I need to reduce my position, or stop the loss, to get the seat of President Su, and then appear on the Dragon and Tiger List of Selling Lists."

"It's the same for me. Wealth can't go out, and I can't."

"What the hell, I just said that Huayi Brothers is weak, but I didn't expect that... this stock is also closed."

"The daily limit stocks in the two cities have broken through to 121. In just a while, there are quite a few stocks that have been closed. If you have to hesitate and consider the risks in such a market, then it is really... not suitable for stock trading!"

"Hey, follow up, follow up..."

"I figured it out, the more hesitant, the more chasing high!"

"A few days ago, the market adjusted, and it should be damned to catch Fenda Technology. Hey... what a pity!"

"Chasing the leader, let's continue to relay. With this kind of market trend, it is easy to guide the long-term emotions. Coupled with the blessing of Mr. Su's seat on Fortune Road, it is easy to create monster stocks!"

In the continuous information refresh...

After the trading time passed 2:30, the major indexes in the two cities began to climb slowly again after a slight adjustment and the continuous funds chasing up.

Finally, when 3 o'clock in the afternoon came.

The Shanghai stock index returned to a 2.5% increase, while the ChiNext Index also rose by 4% again, closing at a 4.11% increase, successfully standing at the 1300-point mark.

In addition to the index, nearly 2000 stocks in the two cities, 95% of the stocks have achieved gains.

Among them, the two core lines of 'Mobile Internet' and 'Smartphone Industry Chain' are still the absolute focus of the market, leading the rise in popular areas, and the concepts of 'Internet Finance', 'Mobile Games' and 'Apple Concept' The sector and the "domestic software" concept sector all set off a trend of daily limit, and in each concept sector, more than 6 concept stocks also blocked the daily limit.

Facing such a closing situation...

Investors in the entire market, as long as they are in the market, regardless of institutions, hot money, retail investors... are all rejoicing and excited. At the same time, everyone has more expectations for the market outlook.

Of course, amidst the joy and excitement.

News headlines such as 'The Growth Enterprise Market Index rose by more than 4% and returned to the 1300-point mark', 'The Shanghai Stock Exchange Index returned to the 20-day line, the market trend reversed', 'Two cities' turnover hit the 1300 billion mark again', etc. In the publicity of many financial media, at the fastest speed, more potential investor groups who have not paid attention to the market situation in time, or have long been disheartened by the stock market, have stimulated the market with the greatest publicity. The strength to do more.

Afterwards, under the attention of countless people, the Dragon and Tiger list was refreshed.

I saw a total of 26 stocks from the two cities on the list, and among the stocks on the list, among the trading seats, Fortune Road, which is hailed as the "legendary seat" by the majority of investors in the market, is still invisible and remains locked. ...and increased confidence in the market to do more.

In the evening, the regulatory authorities once again gave a detailed explanation on the restart of IPOs in the market.

He emphasized that the restart of the IPO will not cause serious capital sucking in the market, and at the same time... continue to indicate that the follow-up will promote and encourage more long-term funds to enter the market.

And in the voice of the supervisory level, carefully care for the market.

In terms of new announcements from listed companies in the market, Su Yu paid attention to Ancai Paper, which had used her sister Su Qingyu's stock account to buy a lot of chips. The issuance of additional 45 billion shares and the restructuring of the Kumho Group’s assets have been approved by the regulatory authorities. The controlling shareholder, actual controller, and main business will all change, and the company will also change its name to Kumho Group when trading resumes next month.

"Private issuance of 45 billion shares."

Su Yu took a closer look at the announcement issued by Ancai Paper, and said with a little surprise: "According to the stock price of 3.35 yuan when Ancai Paper was suspended, Kumho Group's assets were packaged and listed, and only 45 billion additional shares were issued. Unexpectedly, this round...the institutions participating in the Kumho Group's backdoor listing may make a lot of money."

"Why, do you think it's underestimated?" Li Meng asked with a smile.

Su Yu nodded slightly: "To be honest, Kumho Group's revenue, profit scale, and the amount of land to be developed in its reserves are somewhat underestimated, but the pure real estate development business valuation, after integration, adds Considering the valuation of the construction engineering business, there is indeed a significant difference. In fact, let me say... If Kumho Group really wants to maximize its benefits and valuation in the listing, it should strip the market valuation from the listing entity. The construction business with a lower value and the property management business with significantly different valuations, and only the commercial real estate development business is listed.”

"Really do that..." Li Meng smiled and said, "I'm afraid that Chairman Yang of the Kumho Group won't be able to control the group."

"That's right!" Su Yu thought for a while and responded, "After the father and son turned against each other, this Chairman Yang's control over the group dropped sharply. If we separate the group's businesses, some will be listed and some will not be listed. , I am afraid that the competition of internal interests will be more intense, after all, only when it is listed, the shares in the hands of many people will have value, and it will not be able to be realized from the beginning to the end, and can only be treated as a piece of waste paper."

"It seems that Yang Hao...hasn't contacted you for a long time." Li Meng said curiously, "Is he disheartened and gave up completely?"

Su Yu spread his hands and said, "I can't help him much."

"That's right!" Li Meng thought for a while, "Although our Yuhang investment has a bit of a foundation, it is still far behind Yuhang's leading real estate companies such as Kumho Group. Besides... this kind of dispute between wealthy families, Originally, it is not good for others to intervene, it is better to watch and watch the play."

"but……"

Li Meng paused, and said again: "I heard that Yang Hao got quite close to a Miss Ni recently, and there was a lot of news about it."

"You're quite gossip." Su Yu chuckled.

"The main reason is that this young master Yang is too high-profile." Li Meng said, "Just last week, in order to wish this Miss Ni a happy birthday, he hung up on all the conspicuous big screens in the commercial plaza throughout Yuhang. Advertisements, the pursuit of attitude, can be described as crazy, I just go shopping, I saw it at a glance, it is hard not to know."

"Is there such a thing?" Su Yu was a little surprised, and secretly said, "This guy is willing to go! It seems...he really wants to bind with the Ni family and kill people with a knife!"

"It's all on the local news, and you haven't paid attention to it?" Li Meng was also a little surprised when he heard Su Yu's words. After thinking about it, he said, "That's right, you probably only see various news from the financial market, Information, as well as global economic trends, market analysis and inference, etc., usually do not care much about such gossip and social news.”

"Yes, and no!" Su Yu smiled and turned back to the topic, "Okay, this matter has nothing to do with us for the time being, let's discuss the follow-up market trends and strategies!"

After tens of billions of funds in his hands...

Even if he has the advantage of rebirth and has a general understanding of the macro market trend, he still has to start to be cautious. After all, there is nothing 100% certain in the financial trading market, let alone...with his current influence on the A-share market , in many factors, can affect the macro trend.

In other words, the macro future of the market that he knows is under his own influence.

It may not necessarily be achieved step by step and invariably.

"Okay!" Li Meng nodded.

Then he turned back to his mind in an instant, continued to sort out various market news, discussed with Su Yu the possible market development of the subsequent market, and planned the strategic direction in advance.

Following the discussion between the two, the intense and hot topics on the market's major online stock forums were refreshed.

The night passed, and Tuesday, November 11, arrived.

The trend of the external market is stable, internal and external news tend to be positive, the market sentiment is hot, and the enthusiasm created by the big positive line yesterday has not receded.