The investment era of rebirth

I saw the concept sections related to the two core popular main lines of 'Mobile Internet' and 'Smartphone Industry Chain', such as 'Mobile Game', 'Apple Concept', 'Internet Finance', 'Domestic Software', 'Electronic Information' and other concepts Plates all showed a high open state.

Among them, popular stocks...

Such as Fenda Technology, Huaqingbao, Changqu Technology, Wangsu Technology, Huake Jincai, Hengsheng Electronics, Changliang Technology, Shanghai Steel Union, Yinjie Stock, Xinwei Communication, Inspur Software, Huaguo Software, etc. All the checks also showed a trend of opening higher, and the checks of Fenda Technology, Changqu Technology, and Shanghai Steel Union all opened higher by more than 5%.

In addition to these two most popular mainline fields.

Other fields, such as automobiles, white goods, infrastructure, real estate, semiconductors, and 4G communications, which performed well yesterday, are also in a state of high open.

Only the 'big financial' sector performed relatively weakly, and related concept sectors either opened flat or opened slightly lower.

Overall, at the beginning of the call auction in the two cities, thanks to the high investment sentiment and the positive news, the market has shown a relatively good profit-making effect. There are nearly 2000 stocks in the two cities, and more than 75% Stocks are showing a higher opening trend.

Seeing such a market trend that can be described as a comprehensive high opening...

The majority of market investors are naturally excited and excited, and they have already rehearsed in their hearts that today's index will hold high and fight high, and the trend of breaking through the big positive line.

However, there is always a gap between expectations and reality.

Amidst the excitement and excitement of the majority of market investors, the subsequent performance of the market is not satisfactory.

As time progressed, the growth rates of the major popular concept sectors and related popular stocks began to fall, and the selling on the market intensified.

Finally, at 9:25, the call auction of the two cities ended.

The Shanghai stock index only opened higher by 0.19%, and the Shenzhen Stock Exchange Index and the ChiNext Index also opened higher by less than 0.3%. Compared with the call auction in the two cities at the beginning of the session, it is a completely different picture.

And in addition to opening slightly higher, it is obvious that some indexes are not as good as expected.

The two core lines of 'Mobile Internet' and 'Smartphone Industry Chain', as well as many related popular stocks, at the end of the call auction, compared with the beginning of the call auction, also dropped significantly. Even the market's attention The most popular stock with the highest degree of interest, Fenda Technology finally opened higher, and it also fell back to about 2.5%.

As for other fields such as automobiles, white goods consumption, semiconductors, and 4G communications, related concept sectors and popular stocks opened higher, all within 1%.

However, at the beginning of the call auction, the performance of the "big finance" field was relatively weak.

Regardless of securities, insurance, banks, etc., they all opened slightly lower in the end, and the market selling was quite obvious.

Seeing the opening scene of the two cities, the previously enthusiastic investor group, the "big positive line" expectation in their hearts was knocked down in an instant, and gradually became rational.

"The collective bidding has been going down all the way. Judging from the situation, it won't be adjusted for several days, right?"

"Probably not! The index has substantially reversed. At this time... the main funds should strike while the iron is hot, continue to attack, and further open up the market space."

"The trend of call auctions in the two cities is indeed somewhat different from expectations."

"Consecutive Dayang breakthroughs, the market volume can't keep up at all, I think there is nothing wrong with making proper adjustments and taking small steps upward."

"Yesterday was such a big positive line, and there were a lot of profit taking. If the market opened too high today, there should be quite a lot of selling funds, and the pressure on market funds to undertake will be quite large, so... I think the index is slightly higher. Come on, it’s best to digest the profit taking and then slowly go up, there is no problem with today’s market trend.”

"Opening high and opening low proves nothing. Didn't the market open lower yesterday? Didn't it also walk out of the big positive line?"

"The key is to keep an eye on Fenta Technology, Wangsu Technology, LeTV, Huaqingbao, Changqu Technology...these hot stocks on the ChiNext Board, as long as there are no major problems or skyrockets in the core stocks held by Mr. Su. If there is a large amount of capital selling, a rapid dive, and a trend of collapse, then there is nothing to worry about.”

"Yes, the performance of leading stocks is a leading indicator of market sentiment."

"As long as there are no problems with the core hot stocks held by Mr. Su, there will be no problems with the market trend."

"Regardless of whether the index fluctuates or continues to rise, anyway, at this stage, there is absolutely no problem in seeing or doing more..."

"Obviously, Fenda Technology, Wangsu Technology, LeTV, Changqu Technology, Huaqingbao... these tickets are going straight to new highs, or that sentence, several major indexes have regained their 20-day line, As long as you haven’t reached the previous high, then you can hold the position with peace of mind. The key turning point of the long-short market, the follow-up is mainly the position pressure of the previous high. As long as that pressure threshold breaks through, the upward direction will be flat.”

"Adjust, as long as the market dares to adjust, I will continue to increase my position!"

"Hey, yesterday I was worried that Fenda Technology would be too expensive to buy, but I didn't expect to give it a chance today."

"Indeed, it's a good thing I didn't drive too much higher, otherwise I wouldn't dare to buy it!"

Amidst the voices of everyone gradually returning to rational discussions, the brief 5-minute suspension time passed, and 9:30 arrived.

I saw that the stagnant indexes of the two cities started to jump again, and the major popular stocks also ushered in intense trading during the 5 minutes of emotional fermentation.

At 9:32, the stock price of Fenda Technology rose by more than 5%, and popular and popular stocks similar to it have also ushered in the rush of funds from all walks of life.

At 9:35, the Growth Enterprise Market index rose by more than 1%, and the core concept sectors related to the two main lines of 'mobile Internet' and 'smart phone industry chain' still led the rise in the two cities, and the sector's gains further expanded, and the active capital flow in the two cities , is still further converging in this field.

At 9:41, "domestic software" came from behind, and the transaction went up in a straight line, and Inspur Software rose by more than 7%.

At 9:48, when the growth rate of ChiNext Index reached 1.43% and the Shanghai Stock Exchange Index reached 0.81%, the banking sector in the weighted field of 'big finance', for some reason, experienced a large number of sell-offs, bucking the trend and falling, and fell by more than 1%.

At 9:52, due to the contrarian decline of the banking sector, "securities and insurance" also followed suit and fell into the water.

At 9:53, due to the continued downturn of the "big finance", the further spread of market sentiment was suppressed, and at the same time, the index was under strong pressure.

At 9:55, the Shanghai Stock Exchange Index began to fall, and the ChiNext Index also began to turn down.

At 10:02, the increase in the Shanghai stock index shrank to less than 0.5%, and the increase in the ChiNext Index also shrank to less than 1%.

At 10:12, the board of Inspur Software was smashed, causing the market investment sentiment to be further biased towards rationality, and various funds chasing highs also began to become more cautious.

At 10:21, under the influence of gradually cautious sentiment, the Shanghai stock index fell back to the opening point, and the ChiNext index rebounded to within 0.5%. Stock prices also fell one after another, falling into a situation of high sideways volatility.

At 10:30, one hour after the official opening of trading, the Shanghai Stock Exchange Index turned green, and the ChiNext Index returned to the point at the opening. Fenta Technology maintained a range of 3.5% to 5% gains. Compared with yesterday, there was no It is obviously enlarged, and most of the other similar popular concept stocks are also caught in the intraday volatile trend. They want to fall, but they can't fall.

"Today's plate is hard to do!"

At this moment, after feeling that the market has fallen into an obvious turbulent pattern, Su Yu's main group of hot money in Yuhang is filled with emotion.

"Indeed, if you can't fall down or rise up, it's hard to do."

"Today's game, I think it's suitable for T, but not for board. Just now, Inspur Software's wave is actually very beautiful. I didn't expect...it wasn't blocked!"

"After yesterday's big rise, a lot of profit-making orders have piled up on the market, and the sell-offs are relatively heavy. In addition to today's call auction stage, the market's performance is seriously below expectations, which makes the enthusiasm soaring. Many investors who are willing to chase the high become You have to be cautious, and there is no obvious sign of expansion in the time-sharing market, so...the lack of enthusiasm for chasing the high, the lack of power to follow the trend, and the high board, it is quite difficult."

"However, this market... It seems that it can't go down."

"It definitely won't go down. Yesterday's big positive line made the major indexes stand on the 20th line again. In the expectation of the majority of investors in the market, the market trend has already reversed here. Although everyone's willingness to chase high is not strong at present. , but the willingness to buy the bottom and take over the market is still very strong.”

"The main reason is that Fenda Technology has not much room for the previous high. It has fully reached the position where a large number of locked-in chips have accumulated in the early stage. It is not very good to continue to rise upwards and leverage the entire market sentiment."

"Indeed, at this time, if you want to seal the board and reach the technology, the price will be too high."

"At least 5 million or more funds are required to have the courage to close the board, right? And 5 million funds... there are only a handful of people in the market with such courage."

"Even if you have 5 million yuan in funds, you wouldn't dare to seal Fenda Technology, would you?"

"Yes, President Su has invested close to 5 million yuan in this stock, oh no... Now the market value of President Su's chips in this stock should be over 6 million yuan, plus a lot of money accumulated here Once there is a strong main force, even if the concentrated selling of retail investors is suppressed, if President Su's fortune is smashed, it will be all over!"

"It's not just Fenda Technology. In the case of the core hot stocks held by Mr. Su, which have almost earned 15% to 20% of the profit, there should be no main force with a fund of [-] million yuan. Dare to be the master of these hot stocks? After all, if you put in a lot of money at a high level, if you are hit by President Su, you will easily be locked in the field."

"So...President Su's seat on Fortune Road has formed a high degree of restriction on these votes?"

"It can't be said that there is a high degree of restriction. It's just that no one dares to close the board when Mr. Su has already made a lot of profits. However, the two core lines of 'mobile Internet' and 'smart phone industry chain' are still not expected. There are too many changes, no matter how the market goes, these two main lines should be the core focus of the market, and I believe they are also the areas with the most abundant liquidity in the market as a whole."

"However, as the two core lines of 'mobile Internet' and 'smartphone industry chain' cannot break through quickly, and set off a wave of daily limit, the index may not be able to find a big positive line of more than 3 points. The follow-up trend... Before the index and individual stocks break through the previous high, I am afraid that it can only be a small yin and a small yang, and it will slowly wear off."

"I think there's nothing wrong with walking slowly!"

"Hey, as long as you have a bottom position and the joy of being a T, that's wonderful!"

"Doing T is not suitable for me, I'd better lock up the position, do T for a long time, and if I make a mistake in judgment, I will lose my chips."

"In any case, as long as the two main lines of 'mobile Internet' and 'smartphone industry chain' don't suddenly increase in volume, then don't worry too much. It doesn't matter whether you lock positions or do T."

"Indeed, the amount of buying funds disclosed by Mr. Su on the Dragon and Tiger List alone is more than 20 billion yuan, plus the undisclosed... Mr. Su's holdings on these two main lines are at least 30 million yuan. , 40 billion level, this level of positions, it is impossible to exit the position in a short period of time, as long as the two main lines do not increase their volume rapidly in a short period of time, it proves that President Su has not left. "

"No matter how the market changes, if we stick to the two main lines of 'mobile Internet' and 'smartphone industry chain', and pay attention to the changes in its volume, there is a high probability that we will not lose money."

When the hot money is aware of the change in market sentiment, and gradually gives up playing the market and pulling the market.

In the next trading hours of the market, the time-sharing volume will become more and more sluggish, and the range of shocks will become narrower and narrower.

Finally, when the market closes at 3 o'clock in the afternoon...

The Shanghai stock index closed a small negative line, down 0.32%, and the ChiNext Index closed a small positive line, up 0.28%. Compared with yesterday, the market turnover has shrunk significantly, and it has returned to between 1100 billion and 1200 billion, which has decreased by more than 100 billion compared with yesterday.

In addition to the lackluster index performance.

'Mobile Internet' and 'smartphone industry chain' are the two core lines, as well as other major industries and conceptual fields that performed strongly yesterday.

Today's performance is all in a pattern of shrinking and turbulent volume. The effect of making money is limited, but the effect of losing money is also very limited.

After the market closed, during the resumption discussion among investors in the market, at 5:30 p.m., the dragon and tiger lists of the two cities were refreshed. Only 16 stocks in the two cities were on the list today, and among the disclosure seats of the listed stocks, there were still There is no Fortune Road that everyone is most concerned about, only Jiefang South Road, which is still doing T as always.

Then, at night.

Various financial media, analysts of various institutions, and various financial big Vs still sing the same bullish.

It seems that no matter how the market goes, whether it is rising, falling, or sideways, they can find logical support for bullishness from a unique entry point.

Of course, regardless of these groups, how to sing more than the market.

The market also has its own independent trend, and will not change due to personal will.

Just like the market performance in the next half month, whenever these people are strongly bullish, the index always closes with a negative line the next day, and when everyone tends to be rational, they think that the market may adjust, consolidate the bargaining chip structure, strengthen At the time of the support line, the index unexpectedly walked out of a small Yang line and a middle Yang line.

Therefore, in this kind of constant slap in the face, it is also unexpected.

It took almost 20 trading days for the major indexes of the two cities to go up in one step and three turns, and three steps and two turns. It was not until December 12th, Monday, that the previous period was smoothed out because of the "market IPO restart" negative What was left by the blow was the huge pit that continued to plummet.

Of course, during this period.

As the strongest main line of the market, the two major areas of 'mobile Internet' and 'smart phone industry chain'.

Related core concept sectors and core popular stocks have already surpassed the previous highs and hit new historical highs in the continuous increase of funds from various sources.

Among them, the stock price of Fenda Technology has increased by leaps and bounds after more than a month.

Not only has it surpassed the previous high, but it has also broken through to a high of 94.88 yuan in one breath, one step away from the 10-yuan mark, and it has doubled compared to the bottom set by the sharp drop in October.

Wangsu Technology not only returned to the 130 yuan mark, but also refreshed its historical high to 146.69 yuan, with a market value of more than 270 billion, firmly sitting on the top weight of the GEM constituent stocks.

The stock price of LeTV broke through 50 yuan, which also set a new record high, and its market value rushed to around 260 billion. Among the constituent stocks on the GEM, its market value and weight attribute are second only to Wangsu Technology.

Huaqingbao and Changqu Technology of the "Mobile Games Two Heroes" also set a new record high, but the growth rate is still slightly lower than that of the most powerful Fenda Technology, Netspeed Technology, and LeTV.

Huake Jincai, Shanghai Steel Union, Hengsheng Electronics, Jinzheng Co., Ltd., Flush, Dongfang Fortune... and other "Internet finance" stocks, the increase slightly lagged behind the popular stocks related to the "smartphone industry chain" led by Fenda Technology , but the increase during this period is also greater than 50% on average, which is second only to the core concept sector of the main line of the "smartphone industry chain" in the market during this period.

the remaining……

In this round of index crawl recovery.

Automobiles and white goods, with an average increase of more than 25%, led the rise in the main board industry, concept sectors, and the "big finance" sector, especially the banking sector, with zero gains in the entire round. It was no different when Joaquin defended the plate.

"Let's...should we take profit?"

Seeing that the Shanghai Stock Exchange Index approached the 2500-point mark again in the intraday session, and the ChiNext Index also reached 1400 points again. At 10:36 in the morning, Li Meng, who was observing the market changes inside Yuhang and Yuhang Investment, said: "Today The trend is accelerating, and the volume energy is also exploding, and it feels like the market is approaching a point of change.”

"It's not a feeling, it's really here!" Su Yu accepted the words with a smile, and said, "The 2500-point threshold has accumulated too many, too many chips for holding up the market. Without the desperate rush of 'big finance', it is impossible Stand firm, and the "big finance" is a breakthrough weapon... in the case of all kinds of funds tightening at the end of the year, it does not have the basis for a full-scale outbreak, and for the field of "big finance", market news, not only There is no good support, but the bad news continues.”

"In addition, the two core lines of 'mobile Internet' and 'smartphone industry chain' have also reached the stage where the pressure is the greatest and expectations are relatively overdrawn."

"In this situation, the probability of a breakthrough is extremely small!"

"so……"

Su Yu paused, and a gleam of sharpness flashed in his eyes: "Just as everyone is looking forward to the index breaking through 2500 points, the trend is accelerating, and various technical indicators, market sentiment, and energy have reached the moment when they have broken through the threshold." , reduce the position and stop the profit, and harvest the profits accumulated in the account!"