The investment era of rebirth

"Chunhui Road, I never expected that Huaguo MCC's one-seat sale is actually Chunhui Road of Leader Zhang!"

At the moment when all the hot money in the group were shocked, some group members were very shocked: "Mr. Zhang is in the stock of 'Hua Guo MCC', and he didn't leave before. It's really unexpected."

"I thought it was the organization that smashed the plate, but I really didn't expect it to be Leader Zhang."

"Investors all over the world think it's an institution's beating. Who would have thought that it would be the seat of Leader Zhang!"

"What's the meaning of Mr. Zhang's move? If it's a stop loss, it doesn't make much sense to cut the position at this time. If you are fully bearish on the market, then in Mr. Zhang's eyes, where does the index fall? At least ...In Zhang Mengzhu's eyes, 2200 points in the stock index should not hold up, right?"

"No one can really guess the specific motive, but Leader Zhang's move is really weird."

"According to the trend of Huaguo MCC in April and May, Mr. Zhang is out of this stock at the current price, so he probably didn't make any profit?"

"Compared to the high point of the stock price in early May, Huaguo MCC has almost fallen back to the original point of the launch in April. Judging from the stock price trend and the traces of Mr. Zhang's involvement in the check many times on the dragon and tiger list, this In one hand, he really didn't make any profit."

"Although I didn't make much money, I didn't lose money, right?"

"Judging from Zhang Mengzhu's two more obvious buying marks on this check, he should have made a few points of profit when he was out at this price. It is his motive...it is really confusing. Why do you want to make a large-scale appearance at such a critical time today?"

"It's hard to say. At least in terms of time, it's time to speculate on performance expectations in the middle of the year. I feel that the logic of the hype is not bad."

"Wrong, everyone in our A shares follows, but only falls, not rises."

Regardless of whether these main market institutions rest or not, pessimism about the market outlook is still spreading on the entire online financial information platform and discussion platform.

"Hong Kong stocks tend to follow U.S. stocks. Over the past year or so, U.S. stocks have been trending well, and Hong Kong stocks are naturally not far behind. It is the big A, hey...you can't help it!"

"Yes, either wait for the index to stabilize at 2200 before making an order, or wait for the index to truly fall below 2200 and find out the bottom before making an order. Otherwise, the risks and uncertainties are too great to attack now."

"I think the two main lines of 'mobile Internet' and 'smart phone industry chain' are performing very well today, and in the current market, everyone's expectations for these two main lines are also picking up rapidly." Li Meng said, "If Next, if the main funds of all parties in the market form a joint force here, I feel that the opportunity is still relatively large. Shouldn't we reconsider these two major areas?"

"However, since President Zhang issued a check for 'Huaguo MCC', there shouldn't be a large amount of main funds in the venue, right?"

After speaking, Li Meng did not wait for Su Yu's response, and quickly assigned tasks to the leaders of the various trading teams.

"Just get used to it. Big A won't follow anyone."

The related topic of "Leader Zhang concentrated on selling shares of Huaguo MCC, clearly bearish on the market" is still sweeping the entire domestic financial market at the speed of a hurricane, and under the discussion and fermentation of this related topic, no matter retail investors or hot money , or the institutional group, are more pessimistic about the market outlook.

Su Yu nodded and said, "You can say that."

"Haha, this is..."

"He was able to lock up this stock for so long." Li Mengmeng thought for a while and said, "It should mean that he was still very optimistic about the line of 'infrastructure' before? Otherwise, he should have taken profit and exited the market long ago, which makes no sense. He has been locked up on this stock until now, but now, at a relatively bottom position, he has sold all of them and left the market, which is somewhat incomprehensible, logically... there is no need to sell this position, right?"

"It seems that even the top hot money in the market can't be completely accurate in grasping the buying and selling points." Li Meng continued, "I used to think that top hot money figures like 'Chunhui Road' who have been famous for many years, always There is a kind of mysterious color on him, and now it seems that everyone suddenly feels that in the financial trading market, a market with countless variables at any time, they are ordinary people and will make mistakes."

"That's true." Li Meng responded, no longer pondering the other party's motives, smiled, and continued, "However, the smashing of 'Chunhui Road' was completely unexpected by the market, but for us, It should be a good thing. After all, he smashed the two lines of 'infrastructure' and 'state-owned enterprise reform', and the internal bargaining chip structure can really be completely restructured. You can see the data of the dragon and tiger list like 'Huaguo MCC' , Many of the hold-up disks that were deposited in the field with the last hope in mind will collapse and be smashed out, right?"

"Some of the active funds in the market today show signs of converging towards the line of 'growth stocks' headed by the SME board and the GEM, but at a critical moment, they were interrupted by the sudden collapse of 'Huaguo MCC' , failed to really gather the hype sentiment of the market in this regard, and the synergy effect of funds is also a little bit worse.”

"It's only a drop of about 1 point. According to the intensity of the current market's short sentiment, it may be difficult to really hold on to 2200 points."

"Obviously, the deep V trend at the bottom was abruptly interrupted by the collapse of 'Huaguo MCC', which caused the market investment sentiment to develop to another extreme."

"The concept of 'mobile game', is it going to take another wave?"

At the same time, the turnover of the two cities has once again shrunk to around 1070 billion.

"Or 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'military industry'?" Li Meng asked again, "Keep the original plan unchanged?"

"The bottom was not found, but it turned into an accelerated trend of a comprehensive sell-off."

"Isn't this normal?" Su Yu smiled and said, "In the financial trading market, no one is a god."

Su Yu pondered for a moment, then responded: "Maybe there is a better opportunity to choose. No matter where you play, as long as you don't lose money, it proves that the deal is correct."

Su Yu responded: "There are expectations, but compared with the entire market, these two main lines of business are not the most cost-effective. Let's just talk about the 'growth stocks' line, and the explosive power of 'Internet Finance' should be better."

"Well, I have also observed that the active funds on the market seem to show signs of returning to the main line of 'growth stocks'."

"It's hard to say, in fact, what the market has already expected today, it just hasn't come out."

Fortunately, at night, the trend of the external market is still exciting.

"Wait for a clear signal to stop the decline. At this time, no matter how many opportunities there are, I will not participate."

Su Yu responded: "Yes, follow these four lines to gradually increase your position."

Su Yu nodded and said: "It's time to get back the chips that were dropped before."

"Where is the bottom of the Shanghai stock index, I can't say for sure, but the adjustment of the small and medium-sized board index and the ChiNext index should be almost the same."

"Although looking at the data of the Dragon and Tiger Rankings, League Leader Zhang didn't make any money on the 'Huaguo MCC' check, but the strength of this lockup is really awesome!"

"And...the same sentence."

On the second day, the market opened slightly lower when the external trend was good, but the internal sentiment was still relatively pessimistic.

"According to this trend, the next step for the index is to test 2200 points soon, right?"

Finally, after a day of shock.

"I heard that the focus of Zhang Mengzhu's operations is still on Hong Kong stock trading. Maybe this sell-off is purely for the purpose of recovering funds and chasing opportunities for Hong Kong stocks. There is no special significance."

When the Shanghai stock index closed at 3 o'clock in the afternoon, it unexpectedly closed out of the red plate form, and stood back to the 2230 point mark.

Su Yu carefully browsed the data of the dragon and tiger rankings of the two cities, and said with a smile: "I didn't expect it either, but the determination of 'Chunhui Road' is really admirable."

"It should be said that at this stage, there are few sectors that can be done."

"Let's look at it again. Today's 'Huaguo MCC' smashed the market, and the effect on the market is really too bad."

"Indeed, in today's market, the core industry sectors of 'infrastructure' have the largest net outflow of main funds."

"En!" Li Meng replied, "Next, the market should quickly test the support of 2200 points. According to your previous prediction, we are here... and we should completely change the trading strategy, and put the positions of several major funds, Did you quickly add it step by step?"

Of course... the line of "Internet Finance" needs to be clarified again, and it is estimated that it will have to wait for the interim results of related core stocks to come out. "

How much to restore some confidence.

"Isn't it the hype logic line of 'oversold rebound'?"

"Today, the two core main lines of 'mobile Internet' and 'smart phone industry chain' have not been able to truly gather the market's profit-making effect, nor have they been able to completely reverse the mood and complete the market's high-low switch in the main line style. It should be more difficult, right?"

"Let's not talk about the check of 'Hua Guo MCC'. Looking at the market trend today, the entire 'infrastructure' main line field, most of the core component stocks that were under the focus of the 'Yu Hang Department' Mr. Su in April and May, the market's The large amount of main funds should have been run out."

"Regardless of Zhang Mengzhu's motivation for cutting his position, all the popular mainline sectors in the middle and early stages of the market should not be touched at this stage."

"Today's two main lines of 'mobile Internet' and 'smartphone industry chain' are still worthy of attention. On the Dragon and Tiger list, several stocks on the list, such as Changqu Technology, Everwin Precision, and Speed, disclosed that The trading seats are pretty good, especially the Changqu Technology check, Hongqiao Road actually intervened."

"The investment sentiment in the market has become more and more cautious after this fall, and the hold-ups accumulated in the market have obviously begun to stop losses recklessly after this fall. It’s here, as to whether it can hold on, I’m afraid it’s unknown.”

Su Yu paused, and continued: "Mobile Internet" and "smart phone industry chain" are the two main lines. There are too many optimistic investor groups on and off the market, and it is difficult to clear and readjust the bargaining chip structure on the market. On the main line, a lot of core concept stocks have a small circulation, but when they are really hyped, the pressure on the market is not as heavy as that of the main board. The two main lines of 'infrastructure' and 'state-owned enterprise reform' are currently being cleared of the main bargaining chips. How many. "

"Indeed, leader Zhang is out, and President Su and the chief rudder are still in a state of stealth. At this time, the market is still hard to predict the follow-up trend."

The stock index opened slightly lower, and suddenly went down for a while, and then continued to refresh and adjust to a new low. After hitting the index point to 2212.39 points, it briefly cleared part of the panic market, and then ushered in a wave of intraday rebound , Get out of the trend of opening low and killing down, and then continue to attack slowly, regaining lost ground.

"This is also possible. After all, the recent trend of Hong Kong stocks is indeed much stronger than that of A shares."

"Whether you can hold it or not, you can only do right-hand opportunities here."

"That's right, when it's the turn of the performance forecast hype, it's time for a vote of 'growth stocks' to perform on stage."

"Okay!" Li Meng replied, "Then I will follow the previous trading strategy plan and let everyone pay attention to some target stocks we plan to open positions in advance, so as to quickly find out the market conditions of these stocks, and prepare for the follow-up. Large-scale warehouse building clears some obstacles and traps.”

Immediately afterwards, at 9:30, the market officially entered the continuous bidding trading stage.

"There are indeed some signs of a style switch, but in the end it was all interrupted by Zhang Mengzhu."

"I think the field of 'growth stocks' in the direction of the small and medium-sized board and the gem can be deployed. Tomorrow, I will build an experimental warehouse to explore the way for everyone."

"Yes, I also think that the line of 'growth stocks' based on the small and medium-sized board and the gem is obviously better than other main investment lines in the direction of the main board. If you want to participate...from the line of 'growth stocks' It should be better to start, I heard that in the domestic primary equity investment market, a hurricane of 'mobile Internet' investment has already blown, and there are still many stories to tell on this wind."

Amidst the heated discussions among the crowd, as time went by...

"The market trend in the morning is indeed the hype logic of 'oversold rebound', but the market performance in the ten minutes after the opening in the afternoon obviously shows a style switch."

"Otherwise, why would people call him 'Leader Zhang'?"

"Who would have thought that today's 'Chunhui Road' smashed the market." Similarly, amidst the emotion and shock of the entire network, at this moment inside the Yuhang Investment Company, in the trading room of the main fund, Li Meng, after a brief resumption of the market, He also let out a voice of surprise, "I thought that 'Chunhui Road' would follow the trend when we took profit and smashed the order. I never thought that he would lock up the position until now."

"It's nothing but the 'military industry' sector. Today's 'military industry' line is really completely abandoned by all kinds of funds in the market."

Then, at 6 o'clock in the afternoon, various investment institutions in the market, private equity and public equity fund companies, ushered in the off-duty time.

Subsequently, in the next week, the Shanghai Stock Exchange Index fluctuated around the range of 2210 points to 2230 points, and showed a trend of shrinking.

Facing the continuous shrinkage of the market for more than a week in a row, and the smaller and smaller amplitude.

Everyone thought that such a trend proved that the index had successfully stood at 2200 points, and it also proved the strong support of 2200 points.

Unexpectedly, after the Dragon Boat Festival, June 6th.

The market, which was originally calm as water, suddenly changed under the influence of the external market plummeting again during the holiday.