The investment era of rebirth

Chapter 62
In the second half of the year, with the release of Apple's new products, coupled with the development of terminal electronic devices, the 'wearable device' market has begun to enter the explosive period. These stocks that have entered Apple's supply chain still have extremely high performance expectations and foreground space.

Moreover, these concept stocks have been in a downturn for a long time after the initial hype.

It can be said that the adjustment has been sufficient.

If the market's main funds, then, in the index adjustment, choose this sector and related concept stocks as the breakthrough direction, Su Yu feels that there is still a lot to do.

After all, after the products of "Apple 4" and "Apple 4S" have become gods, the sales expectations for Apple's new products in the entire global market are very high. In addition, the current market is already at the stage where smart phones completely replace functional phones. In terms of the innovation window, there is a lot of room for potential market growth.

In addition, this sector, and its related concepts, have experienced several rounds of hype in the market before.

Market investors, the memory of this is very deep.

As long as the main funds attack the main line of the concept at the critical moment, and quickly generate the effect of making money, then other follow-up funds and short-term investors in the market will naturally quickly intervene.

And, there is another extremely important point.

That is, the individual stocks on this conceptual main line are not all distributed on the GEM, and there are several on the small and medium-sized board and the main board of the Shanghai Stock Exchange.

This shows that when this concept market broke out.

The trend of the Shanghai Stock Exchange Index, Shenzhen Index, and ChiNext Index will not appear in the previous split state.

Therefore, on the whole, Su Yu believes that the concept sector of 'Apple Industry Chain' is currently the main line of speculation that is most in line with leading the index to break through.

Of course, among so many concept stocks, which one will lead the sector to break through.

Su Yu was not sure in his heart, he had to observe and observe again.

In his detailed review and speculation, the next day, May 5, came, and the stock market ushered in the opening of the market under the calm situation at home and abroad.

Due to the failure of the ChiNext Index to break through 1000 points yesterday, it was affected by the sentiment of falling from the high.

All three major indexes opened slightly lower today.

Among them, the ChiNext Index opened lower by around 0.5%. The popular concepts of 'mobile games' and 'film and television media' opened sharply lower yesterday.

Su Yu paid attention to Hua Qingbao's opening status.

I saw that the check was directly opened with a large volume and a low price to a drop of around 6%, and it fell into a tragic adjustment.

As for the "Apple Industry Chain" stocks he paid more attention to when he resumed trading yesterday, and the related concept sectors, during the call auction stage, he did not receive the attention of the main funds, and as usual, with the fluctuation of the index, the shrinkage was slightly low Open, there is no sign of rushing to raise funds or attacking.

Facing such an opening scene, Su Yu felt very calm.

He knew that yesterday's market pessimism needed to be digested, so he was not in a hurry.

After the call auction ended, the official auction transaction started at 9:30, and the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index fell into a situation of opening low and moving low under the sluggish investment sentiment.

But Su Yu noticed...

In the three major indexes, in the form of opening low and moving low, the overall volume energy has gradually shrunk.

In other words, the real panic did not happen, and it also shows that the index is at this position, and without the impact of major negative effects outside the market, it is impossible to kill the volume.

If there is no volume, it will naturally not fall deeply.

Sure enough, when the GEM index fell to nearly 1%, which is around 968 points, it stopped falling.

At this time, the previous strong concepts that have been sharply corrected, such as 'mobile games', 'film and television media', 'mobile Internet' and other concept sectors, have also stabilized relatively, and began to stop falling sideways, and even slowly rebounded.

"The pressure and emotions of selling are almost released."

Su Yu sensed that the index has shrunk and stabilized after the correction, and secretly said: "Following up... it's time for the new sector market rotation and new money-making effects to gather again."

As he said that, he once again turned his attention to the concept of 'Apple Industry Chain' and the associated concept of 'Wearable Devices'.

I saw that its related concept stocks have begun to attract the attention of active funds in the market.

"Anjie Technology, Changying Precision, Xinwei Communication, Goertek Technology, Shuobeide..." Su Yu looked at the many concept stocks that were being taken care of by the funds, and for a while, he hesitated secretly, "Which one should you choose? "

Although these concept stocks are not bad in fundamentals, they all have the room to continue to rise and the hype environment.

But Su Yu felt that it was almost meaningless.

He believes that the overall leader of the market concept, either has the great positive drive of the market, or has a huge "story imagination space" in the next few months to half a year, similar to "Tianyu Information" and "Huaqingbao". , has its own unique hype potential.

And currently on the board...

Su Yu didn't see the gene of these concept stocks that were attacked by funds and showed changes.

If what he is looking for is only a few points of profit, or a maximum of 10% profit margin, these stocks have reached the point where the adjustment is over and there is a high probability of rebounding.

He can participate with confidence and boldness.

However, what he is looking for is not a few points, or even 10 points of profit rebound space, but to find a leader in the market concept, and to be a breakthrough continuous market for the GEM.

Just when he was worrying about which stock to choose and guessing the next move of the main funds.

A stock named 'Fenda Technology', which originated from the 'wearable device' concept sector, suddenly rose by 3% under the attack of funds, which attracted Su Yu's attention.

The main company of this stock is an integrated solution provider for the research and development, design, production and sales of consumer electronics and its core components. As early as March this year, this company released a Wi-Fi-based Cloud audio hardware and software solutions equipped with high-performance chips developed by the company are considered by the industry to be a landmark event that the company is committed to becoming a vertically integrated manufacturer and service provider of consumer electronics products.

At that time, under the influence of this shareholder, this branch was hyped by market funds.

It was only later that it returned to calm.

Su Yu looked at this stock, and did not act in a hurry. Instead, he thought about whether this stock, at the current stage, could take on the important task of "concept leader" with its explosive potential and sector-driven effect.

"The potential of the wearable device market is great, but it is still almost a catalyst."

Su Yu thought for a while about the logic, and secretly said with emotion: "However, judging from the strength of the current main capital attack in the market, there is nothing more suitable than it."

In his memory, Fenda Technology is one of the big bull stocks in the subsequent round of bull market.

But he didn't know exactly when the other party's activation and the huge change in fundamentals occurred.

Therefore, in terms of the degree of participation and timing, it can only be judged according to the current timing of market hype and the intensity of capital attacks, so as to take a step and look at it.

And following his brief hesitation...

In a few minutes, the stock price of Fenda Technology has soared to an increase of more than 5%, which is extremely strong.

Moreover, a huge amount of buying orders are pouring into the market of this stock, and the determination of the main funds to raise the stock price is also very firm in terms of time-sharing transactions.

"The turnover has exceeded 2500 million."

Su Yu stared at the real-time transaction interface of Fenta Technology, with a trace of surprise in his eyes: "The capital attack is very strong, almost without stopping, it is a large-scale upward attack, and it is a strong sweep of goods."

"This stock has only 4000 million shares in circulation, and the market value in circulation is only about 5 million."

"Such a sudden increase in volume, capital attacks unscrupulously... There is a high probability that there are follow-up positive support factors in it, and there must be large funds again, and the news has been obtained in advance."

Thinking about it...

Su Yu didn't hesitate any longer, and the four trading accounts that had already logged in, the funds of their short positions were issued by him one after another.

4000 lots, 6000 lots, 10000 lots...

After Su Yu decided to act, he was extremely decisive. With more than 2000 million funds, he swept away the selling orders of Fenda Technology, and directly hit its stock price on the daily limit.

However, when his order was posted, a large amount of orders just appeared on Fenda Technology's real-time transaction disk.

The main force that raised Fenda Technology before started to panic in an instant. With a more rapid attitude, it placed 4 large orders with [-] lots in a row, directly sealing the daily limit, blocking the path.

Su Yu looked at Fenda Technology, which had a rapid daily limit within 1 minutes.

Looking at the daily limit price fixed at 13.78 yuan, the daily limit was sealed in an instant, and more than 5 lots were traded.

Looking at the list I put up, in addition to the 1.78 lots that were traded, there were more than 2000 lots that were on the limit board without a deal.

For a moment, I was stunned.

(End of this chapter)