The investment era of rebirth

"Okay!" Seeing that Liu Ziliang's tone was tough and what he said was not unreasonable, Chen Shen couldn't help but respond, "I will immediately implement Mr. Liu's relevant instructions."

After speaking, he didn't hang up the phone either.

Directly turned around and told Gao Yixiang and Wang Jinglun: "Xiao Gao and Xiao Wang, buy, and continue to buy according to the original plan, especially the three stocks of LeTV, Huayi Brothers, and Netspeed Technology. Continue to buy at the market price. , Engulf the concentrated main selling orders on the market with huge orders, reverse the trend of its stock price, and hit the market up."

"Boss, LeTV's intraday turnover has exploded to 8.6 million." Hearing Chen Shen's words, Gao Yixiang subconsciously said, "This is already the largest intraday turnover of this check this year, which is enough to show that there is some discrepancy in the check. How big is it, let's forcefully pull the market again..."

"Execute!" Chen Shen interrupted without waiting for him to finish speaking.

"Okay!" Gao Yixiang responded helplessly, and then issued a buy order to the traders behind him.

At the same time, Wang Jinglun, who had been silent all this time, heard Chen Shen's very tough trading operation instructions, and finally his complexion gradually improved, and he breathed a sigh of relief, and responded: "Mr. After concentrating the selling orders, maintain a certain strength?"

"It's all in this situation, and there is little point in maintaining a strong shock." Chen Shen said, "Invest funds and continue to focus on pulling the board upwards. As long as the daily turnover rate can be blocked before reaching 20%, the problem is not big. "

"Yeah!" Wang Jinglun nodded, and while issuing trading orders to the trading team he was in charge of, he continued, "We want to close the checks of LeTV and Huayi Brothers, Huace Film and Television, Wentou Holdings, Ci Wen Media, the leading concept stocks in the same sector as "film and television media", I am afraid that we have to guide them from the side to help them recover, so as to significantly reduce our pressure on LeTV and Huayi Brothers."

When Chen Shen heard Wang Jinglun's words, he pondered for a while, and felt that Huace Film and Television, Wentou Holdings, and Ciwen Media had a few checks, and the circulation was not large, and after the board had just opened, the market sentiment and the willingness of various funds to follow suit were still there. Even if it helps him to return the seal, it is not too difficult, and at the same time, he can't invest a lot of money, so he nodded and said, "Yes, as long as it can relieve the pressure of our pull, and guide it from the side, there is no problem. .”

"Okay!" Wang Jinglun nodded again, and then quickly executed the relevant instructions.

And after Chen Shen gave the two orders and gave the corresponding trading orders, he picked up the phone again and continued to ask Liu Ziliang: "Mr. Liu, do you...do you have anything else to order?"

Liu Ziliang thought for a while, and said: "The line of 'Apple Industry Chain' is also very popular today, and the market of 'Smartphone Industry Chain' and 'Mobile Internet' and 'Film and Television Media' are linked. , It is also quite close, it is still necessary to guide and maintain the market of the corresponding core stocks, so as to assist you in boosting 'Internet speed technology' and stimulating 'Internet software' trading operations."

"Okay!" Chen Shen responded, and then quickly issued an order.

In the end, seeing that Liu Ziliang had no other orders, he just hung up the phone.

And when he hung up the phone and turned his attention back to the trading board of the two cities, at this time, the market trading time had moved to 1:42.

The market trend of the two cities is still converging towards the main areas of the main board, such as "big infrastructure", "military industry", and "Internet finance", but... due to the large-scale investment of our own funds, it continued to decline during the 40-minute trading period before the afternoon market The "film and television media" sector index, as well as many core concept stocks within the sector, have stopped the downward trend at this moment and are rising again.

At 1:43, LeTV's share price rose back to 5% under the main attack of another large order of [-] hands.

At 1:44, Wentou Holdings, which was on the market, returned to the daily limit. At the same time, the daily limit orders dropped sharply. Huace Film and Television, which had an intraday turnover of 1 million yuan on the board, also began to reduce its active selling, and the daily limit orders quickly dropped. It increased upwards and reached the level of 8 hands again.

At 1:45, LeTV's intraday turnover exceeded the 9 million mark, becoming the stock with the highest intraday turnover among the entire GEM constituent stocks, and also became the top ten stocks in the market's intraday turnover list.

At 1:46, Huayi Brothers, which followed LeTV, rose again and broke through 7%.

At 1:47, Ciwen Media closed its daily limit, and Netspeed Technology went up simultaneously, and the growth rate once again rushed to about 4.5%.

At 1:48, when the Shanghai Stock Exchange hit a new high in the intraday rebound and refreshed the intraday high to 2312.76 points, the Shenzhen Stock Exchange Index, the ChiNext Index, and the Small and Medium-sized Index also rose again. Among them, the ChiNext Index, the Small and Medium-sized Index The intraday increase of the board index also jumped over the 1% mark again.

At 1:49, the 'film and television media' sector index returned to the top five in the two cities' industry and concept sectors.

At 1:50, in the 'film and television media' sector, the main funds once again showed a state of inflow. At the same time, the intraday turnover of the two cities exceeded 850 billion, which is quite a lot compared with yesterday's simultaneous increase.

At 1:51, the intraday turnover of Netspeed Technology exceeded 5 million, which also refreshed the intraday transaction volume of this year.

At 1:52, Wangsu Technology rose by more than 5%. Its related concept stocks, such as Inspur Information, Renzixing, Huaguo Software, [-], etc., a series of "domestic software" stocks rebounded. The two major industry sector indexes of Internet software' and 'Internet application' also followed the rise of Netspeed Technology, and their volume rose slightly for a period of time.

At 1:53, the GEM refers to the synchronous drive of a series of "Internet finance" concept stocks such as LeTV, Wangsu Technology, Huayi Brothers, and even "Oriental Fortune, Yinjie Technology, Changliang Technology, Huake Financial" and so on. , quickly continued to expand the intraday gains, refreshed the market gains to the 1.2% mark, and became the most important important index in the two cities.

At 1:54, Huayi Brothers tried to unblock the daily limit, but the discrepancy was still huge, and the unblocking failed.

At 1:55, LeTV’s intraday turnover exceeded 9.5 million yuan, surpassing Huaguo MCC, which was also active in intraday turnover, and ranked among the top five in the daily turnover rankings of the two cities.

At 1:56, Huayi Brothers tried to seal back again.

At 1:57, Huayi Brothers sealed the daily limit, and the intraday turnover also hit a new high this year.

At 1:58, driven by Huayi Brothers’ block closure, LeTV’s growth rate broke through to about 7.5%, and the intraday turnover further hit the 10 billion level.

At 1:59, Crystal Optoelectronics of the "Apple Industry Chain" came from behind and also strongly blocked the daily limit.

At 2 o'clock in the afternoon, LeTV tried to close the market. The intraday turnover broke through the 10 billion mark, and the intraday turnover rate reached more than 15%. However, the gap between the gains of the two major indexes widened once again.

"Damn, today's market trend is really tenacious."

At 2:01, in Yuhang at this moment, within Yuhang Investment Company, in the trading room of the main fund, Wang Can looked at the gap between the gains of the Shanghai Index and the Shenzhen Index, and it was opened again. Before 1:30 in the entire market, the "big infrastructure" field The gathered popularity and the sentiment of following the trend of market funds began to completely disperse again. I couldn't help but cursed, and then I left the trading interface for a while, and said to Su Yu who was on the side: "Boss, this market trend is really weird, and the whole The volume of the market has expanded a lot, I don’t know if it’s a good thing or a bad thing for us?”

"It's not a good thing, but it's not a bad thing either." Su Yu stared at the real-time changes in the market of the two markets, pondered for a moment, and responded, "The other party is really ruthless in entrusting the line of 'conceptual growth stocks'. The checks of LeTV, Huayi Brothers, and Wangsu Technology have such a big discrepancy, and they are forced to pull up, this courage...I don’t know what to say!"

Li Mengmeng Su Yu mentioned these three stocks, smiled, and responded: "The other party forcibly pulled these three stocks, obviously they came after us?"

"You can say that." Su Yu nodded.

"The stocks we sold can still go so strongly, which is enough to prove that our vision is not very good." Li Meng said, "What the other party wants to establish for the majority of investors in the market should be such a view and idea, and as long as If such views and ideas are really established in the minds of the majority of investors, then the influence of our fund's buy seat, the seat of 'Wealth Road', in the minds of the majority of investors will be greatly reduced."

"Even if we understand the other party's motives, we don't have much leverage in these three stocks, so we can't stop the other party from doing so?" Wang Can responded.

Su Yu's expression was calm, and he laughed and said: "As far as the buying news of the other party is concerned, even if we have a lot of chips in our hands, we still can't afford it, but don't worry, these three checks will not escape the dragon and tiger list today. Buying... the situation of being the only one on the list is unavoidable, when you buy it, you feel happy, but when you sell it, you feel uncomfortable."

"That's true." Zhao Lijun also responded at the right time, "For a transaction of this magnitude, if one company dominates the list, then a group of hot money groups and other main funds want to follow suit and participate, I'm afraid they will have to weigh it carefully."

"Master..." During everyone's response, Liu Yuan was silent for a moment, thought carefully for a while, and then said proactively, "The other party's aggressive buying, sweeping the market, and forcibly pulling the market to gather emotions is obviously aimed at continuing to expand. The profit-making effect of the line of 'conceptual growth stocks', and I want to complete the reorganization of the chip structure in this field through the strong shock pattern under the explosive volume, and finally reverse the direction of the main line of the market."

"Look at the situation..."

Liu Yuan paused, and continued: "The other party must be quite large in terms of available funds and capital reserves, and combined with the information released at the offline investment strategy exchange meeting in Shanghai today, most of the main groups of various institutions I am still optimistic about the main line of the emerging economic field of "conceptual growth stocks", and agree with the investment logic in this direction."

"Although we have clarified the main direction of the main board's 'big infrastructure', it is different from the investment logic in this field."

"However, the investment psychology of the majority of investors in the market, especially the many retail investors, is always conformist and short-sighted."

"They may not be able to understand what Master said publicly through the market."

"At the same time, as long as the other party continues to take advantage of its capital advantages, focus on the main line of 'conceptual growth stocks', and continue to create a profit-making effect, the majority of retail investors with a serious herd mentality may still focus on 'conceptual growth stocks'. On the same line, follow the trend and hype, be led by the nose by the main group of institutions, and finally fully reap.”

"Overall, such a change in the market situation is quite unfavorable to us at present!"

"And we continue to act on the main line of 'big infrastructure'. Although several of our funds have not disclosed the position data in this regard to the market, as well as the overall level of fund positions, many major institutions in the market are afraid that they have already How much can you guess the weight direction and level of our positions."

"All these factors are factors that make us gradually lose the initiative in the market."

"So, I think it is still necessary for us to continue to make some countermeasures at this moment, so as to prevent us from becoming more and more passive in the interpretation of subsequent market conditions."

"But we...we have already done what we can do!" Wang Can said helplessly after hearing Liu Yuan's words, "How else can we adjust our trading strategy? How else can we stimulate the market?"

Seeing Liu Yuan's bright eyes, Su Yu seemed to have made up his mind. He couldn't help but looked at his apprentice with a smile, and asked, "Liu Yuan, what do you think?"

Liu Yuan paused and did not answer directly, but asked instead: "Master, according to today's market trend, can the Shanghai Stock Exchange Index stand firm at 2300 points?"

"Difficult!" Su Yu said, "But the market's emotional expectations for the Shanghai Stock Exchange Index to stand at 2300 points at this moment are sufficient, but the market has huge differences in the main development direction of the market, and the capital attacking force for upward breakthroughs cannot exert force in one direction. , causing the stock index to remain unstable here.”

Liu Yuan nodded with a smile and said, "That's it. Since the Shanghai Stock Exchange Index objectively wants to completely stand at 2300 points and continue to open up space for a breakthrough, why don't we take advantage of the strong market sentiment at this moment and our fund's heavy positions?" When the market trends and market liquidity of the main lines of 'big infrastructure', 'military industry', and 'Internet finance' are not bad today, backhand sell part of the chips, lower the level of our fund's holdings, and withdraw some funds. How about increasing our initiative to immediately induce the market under the subsequent market trend changes?"

"Reduce positions, sell some chips?" All the core traders in the trading room were shocked, thinking they heard it wrong.

"Well, reduce the position!" Liu Yuan firmly emphasized in the shock of everyone, "We can't always put ourselves in a passive position. The current liquidity of our fund is less than 20 billion. For us, It is quite dangerous, and...we reduce our position at this time, compared with the bargaining chips we bought, it is also profitable. Of course, in terms of the overall strategy, short-term selling is still for better subsequent buying. "

"Well said, short-term selling is for better subsequent buying!" Hearing Liu Yuan's last words, Su Yu admired Liu Yuan very much, and responded with a smile, "Make the best use of the situation, act in accordance with the times, and take advantage of the short-term ups and downs of the market It is really important to turn passive into active.”