The investment era of rebirth

Chapter 324 The stock game market!
"Yeah!" Zhou Kan responded, and said, "That's true!"

Xu Xiang paused for a while, then continued: "After the expected overdraft of the GEM, the overall valuation level is even further apart from the main board, plus the two major factors of 'mobile Internet' and 'smartphone industry chain' The core main line, related popular stocks have experienced rapid growth last year, and it is extremely difficult to maintain last year’s performance growth rate on the basis of a high base this year, and the expected space is not optimistic!”

"So, even though the basic logic of the two core lines of 'Mobile Internet' and 'Smartphone Industry Chain' has exploded in demand and there is room for industry growth."

"But the two main lines are bound to have serious differentiation, and the difficulty of investment will continue to increase."

"at this time……"

"On the contrary, the valuation has been repeatedly compressed, and the blue chip direction of the main board, which has been expected to be reduced to the lowest value, may have greater opportunities."

"When everyone knows the investment logic of the two core lines of 'Mobile Internet' and 'Smartphone Industry Chain', they are strongly optimistic about these two areas, and believe that there is an opportunity to obtain excess investment profits in the market. Not much of a chance."

Zhou Kan heard Xu Xiang's words, pondered for a while, and somewhat understood, and said: "'Don't go to places with many people', in stock market investment, this sentence not only reflects emotions, but also reflects investment direction. Indeed, financial transactions The market is essentially a stock game market, and it is impossible for most people to make money in the market.”

"When everyone finds out that this is an opportunity, then this opportunity is no longer an opportunity!"

"I agree with what Mr. Xu said..."

Zhou Kan's eyes were bright, as if he felt that he had realized something again, he paused, and then said: "In general, the two main lines of 'mobile Internet' and 'smart phone industry chain' have just passed the concept hype direction. In the transition stage of performance hype, there is a high probability that performance expectations will be speculated in the future.”

"In this regard, the test is the investment research and judgment ability of various institutions for individual stocks in the field, and the difficulty will naturally increase dramatically."

"However, in the direction of the main board, if the sentiment is slightly restored and expectations change, it will be a two-way expectation of performance and valuation. 'The stocks of these two core main lines are stronger."

"And according to this logic..."

"I feel that this year's market style is about to change!"

"En!" Xu Xiang nodded and said, "We must be prepared for the market style change, and the focus of investment in the future must also be properly shifted to the direction of the main board."

"It's just..." Zhou Kan paused for a while, and then said, "The exact direction of investment in the main board field..."

Xu Xiang replied: "First combine market news and market trends, take a look, don't worry, the market will bottom out and reverse, it won't be a day or two, since the direction is determined, then before that, we have a layout time."

After speaking, Xu Xiang turned his gaze back to the big screen in the trading room.

I saw that the time at this time had passed 9:30, and the two cities ushered in the official opening of trading.

When the performance of call auctions in the two cities was significantly lower than the expectations of many investors in the market, as soon as the market opened, a large number of selling orders poured down.

Immediately afterwards, it was only 5 minutes.

The Shanghai Index, Shenzhen Index, and ChiNext Index, which opened higher, turned from red to green and fell underwater again.

"This trend is really weak!"

Seeing that the index fell into the water within a few minutes, Liu Xin, the general manager of Shenzhen Stock Exchange, inside Xinniu Fund Company, and in the trading room, couldn't help but sighed, and said, "It seems that there is still no market, and a good start is an extravagant hope."

"Not exactly." Fang Xinsheng, the fund manager who was staring at the big screen in the trading room beside Liu Xin, pondered for a moment and said, "In the direction of the GEM, 'Mobile Internet' and 'Smartphone Industry Chain' still have a certain amount of popularity and emotion today. There are two concepts of "Internet Finance" and "Mobile Payment" brought about by the two emerging concepts of "digital economy" and "digital finance". Although individual stocks in these fields have been sold within a few minutes of opening impact, but the board received the force and did not collapse."

"Combined with these stocks, most of the half-month decline has retreated from the high level, too fast and too hasty."

"At this position, these stocks are basically oversold."

"In other words, the oversold is serious, and most of the investors' bargaining chips locked up in the market are too far away from this position. On the whole, it seems that the locked-in market is heavy, but in fact, the pressure to rebound from this position is not great."

"Now, the benefits are highlighted..."

"Although there is little hope for a reversal, in this oversold situation, it attracts hot money from all walks of life to speculate, and the probability of a rebound is still extremely high."

"Of course, there is still no expected change in the direction of the motherboard."

"Coupled with this juncture, the market capital is tightening, the incremental funds are in short supply, and the market is still bleeding continuously, it should be difficult for large-cap stocks to get out of the market."

"Then...do we need to increase our position?" Liu Xin asked.

Fang Xinsheng thought for a while, and said: "Since it is a rebound, not a reversal, it can only be operated according to the nature of speculation."

"The two emerging concepts of 'digital finance' and 'digital economy'."

"The New Year's Day holiday mood has been brewing for so long, I think hot money in the market will definitely be speculated, and in essence, the two concept sectors of 'Internet Finance' and 'Mobile Payment', which are closely related to these two emerging concepts, have fallen back at the moment. less, but still led the rise in the two cities, and Tianyu Information still blocked the daily limit.”

"So I think……"

"It can be appropriate to increase some bargaining chips in this area and make a rebound."

After Fang Xinsheng finished speaking, without waiting for Liu Xin to respond, he turned around and gave orders to Mou Zhengxing, the head of the trading team: "Buy Yinjie shares, Hengbao Technology, Zhengtong Electronics, Blue Sky Information, etc. to undertake the 'Internet Finance' with certain support. , 'Mobile payment' concept stocks, buy them at the market price, without worrying too much about the cost of opening a position."

Hearing Fang Xinsheng's words, Mou Zhengxing hastily responded.

Afterwards, he communicated the trading instructions to all the traders, and at the same time, he himself began to move the mouse, placing orders to buy relevant chips.

However, the order has just been issued, and traders have not fully placed orders.

The field that Fang Xinsheng mentioned, that is, the two conceptual fields of 'Internet Finance' and 'Mobile Payment', many popular stocks have begun to rise rapidly, and there is a full-scale riot.

Immediately afterwards, it was only 1 minutes before he gave the order.

The two checks of Yinjie shares and Jinzheng shares went straight to the daily limit with lightning speed, and within a few seconds, they were completely blocked by the big orders.

"Hey, Manager Fang's judgment is truly amazing!"

Liu Xin saw the two concepts of "Internet Finance" and "Mobile Payment" mentioned by Fang Xinsheng. Sure enough, after the decline digested some of the sell-offs, they quickly ushered in a large-scale active fund rush in the market. I admire his judgment very much.

And with the "Internet Finance" and "Mobile Payment" the two concept sectors pull up and pick up.

'Mobile Internet' and 'smartphone industry chain', the two major mainline hot stocks, also ushered in the counterattack of buying in an instant, which drove the ChiNext index to become popular again from underwater.

Seeing that the sell-off was digested, the index turned red tenaciously, showing signs of resuming the upward trend.

In the entire trading room, the traders followed Fang Xinsheng's trading instructions, and finally without any hesitation, they transferred the account funds they were responsible for into the target stock market in lightning speed.

And at the same time...

Su Yu is in the Yuhang main hot money group.

Many hot money in the market, seeing the market slump and recovery, the two concepts of 'Internet Finance' and 'Mobile Payment', which are recognized by the majority of market investors as the most realistic manifestations of 'Digital Finance' and 'Digital Economy', have soared. Everyone's enthusiasm was finally aroused.

"In the two conceptual fields of 'Internet Finance' and 'Mobile Payment', many votes have already been funded and ignited, and I feel that it can be done!"

"The mood seems to have picked up a bit!"

"The index withstood the first wave of rapid selling pressure, and it is estimated that it will not fall again today."

"There should be a rebound. The best themes currently expected should only be the two concepts of 'digital finance' and 'digital economy' that were fermented during the New Year's Day holiday. What the fuck...follow-up, the first show of the concept One day, plus many stocks are oversold, at this time, follow the trend and relay, it should not be buried."

"The four stocks of Tianyu Information, Yinjie Shares, Jinzheng Shares, and Lantian Information have reached their daily limit. As long as these four checks are stable, the plate effect should be able to rise?"

"Although the market is weak, the first board is blocked, so it shouldn't be difficult, right?"

"That wave of collective promotion just now feels like a group of super big funds intervening in this sector. Could it be Mr. Su's handwriting?"

"Probably not. The two concepts of 'digital economy' and 'digital finance' were originally proposed by Mr. Su at the 'Financial Summit'. If Mr. Su hadn't latent chips in advance, I think Mr. Su should not There will be a large-scale pursuit of positions, and with the amount of funds under the control of President Su, it will be difficult to turn around if it continues to speculate like before, right?"

"Regardless of whether it is or not, I think that if there is a large-scale undertaking fund to follow up, we can make a plan!"

"With Yiyi Zhengtong Electronics, the future financial development concept of 'digital finance' and 'digital economy' proposed by Mr. Su caused such a storm of discussion during the holidays. I really don't believe that even the first board is at risk. Come on, make a rebound, eat ten points of profit, shouldn't be a big problem, right?"

"I met Hailian Jin..."

"Hengsheng Electronics, Dongfang Fortune, no one does it?"

"The plate is too big, unless the super main force follows up, it won't move."

"Hey, why do securities and banks seem to have funds to follow up? Are the funds for buying securities and banks crazy? At this time, there is a serious shortage of funds in the market. Can a giant sector like traditional finance be pulled?"

"It does seem that there are funds pulling securities and banks!"

"What the hell, it's crazy. Originally, the active funds in the market are extremely limited. If you concentrate on attacking one or two areas, there may be a wave of continuous money-making effects. Such a scattered attack will most likely be cold!"

"Hey, this is institutional funds. I also want to take advantage of the two new concepts of 'digital economy' and 'digital finance' to boost and hype, and get a share of the action?"

"Damn, the organization is such a troublemaker."

"Hey, the move of the securities and the bank made me afraid to follow."

"I don't dare to follow the same. Hey, let's see first... If the institution pulls traditional finance, don't pull it up and smash it like the previous time, so as to stabilize the market, there may be hope."

"Active funds in the market cannot support the riots of traditional finance. Is it possible to pull it up without smashing it?"

"Wait until ten o'clock to see. In a weak market, it is most taboo to disperse hot spots."

When everyone's emotions turned from joy and excitement to hesitation and depression...

The two major concept sectors of 'Internet Finance' and 'Mobile Payment', which were rapidly rising due to the full-scale riots, fell back in an instant. The originally aggressive rush to raise and accept funds seemed to be interrupted in an instant. At the same time, the traditional financial sector The securities and banking sectors advanced rapidly. Within a few minutes, they rose from underwater and rose to more than 0.3% of the sector's increase, which also drove the stock index to rise.

And among them, Huaxin Securities, Huatong Securities, Huaguo Bank, Huashang Bank, Huajian Bank, Huanong Bank and other super large-cap stocks, which are the real core weights, all have continuous tens of thousands of stocks on the real-time trading disk. For large orders, the volume can be rapidly enlarged year-on-year.

Immediately afterwards, we saw the rapid rise of the banking and securities sectors.

In the market, some dissociated groups of retail investors also began to follow up quickly.

Then, when the limited active funds in the market are attracted and dispersed by banks and securities that are pulled up and rioted in an instant.

After the time arrived at 10 o'clock in the morning, the original momentum was like a rainbow, and it continued to break through. Seeing that the sector effect has been formed, the initial continuous profit-making effect has been achieved, and the concept sectors of "Internet Finance" and "Mobile Payment" that are almost setting off a daily limit tide, Gradually, it lost the power to continue to undertake, and the trend of the sector and the trend of individual stocks began to fluctuate downward.

However, at this moment, many popular stocks that have rebounded well , There is also a phenomenon that the undertaking power is obviously insufficient, and the trend fluctuates downward.

"What's the matter? All right...why did you turn down again?"

At around 10:40, inside the Shenzhen Xinniu Fund, which previously bought many core stocks in the two concept sectors of 'Internet Finance' and 'Mobile Payment', Mou Zhengxing, the head of the trading team, observed the market and saw several strong concepts before The sector was obviously weakening again, so he couldn't help but frowned, and asked the fund manager Fang Xinsheng: "Boss, why do you feel that there is a break in funding?"

Fang Xinsheng frowned when he saw such a market performance, and said helplessly: "There are major funds pulling securities and banks, which distracts the active funds in the market and the attention of many retail investors in the market, and at the same time curbs those who want to invest in securities and banks." Continue to follow the trend of hot money, so there is such a situation where the funds are hesitant to take over and follow the trend.”

"Then we..." Mou Zhengxing's heart skipped a beat, knowing that the situation was not good, he asked anxiously, "Should we continue to buy?"

(End of this chapter)