The investment era of rebirth

Chapter 72 Stock Picking Strategies in Short-Term Hype
2 lots, 5 lots, 7 lots, 10 lots...

Accompanied by the short-term active funds in the entire market, for the stock of Fenda Technology, the sentiment and expectations are consistent. Within 1 minutes, more than 2 million funds have gathered, causing its daily limit to quickly break through the 10 mark. The daily limit was completely blocked, refreshing the height of the connecting board space for market concept hype.

"Damn it, it's divided into five strong boards of science and technology."

Many of the short-term investors in the market exclaimed when they saw that Fenta Technology broke through the board-connected height set by Tianyu Information.

"The second board at the opening, what a strong trend, Yuhang Fortune Road, it's really a godsend!"

"I didn't expect that the pressure of the five boards would be broken like this. A new market space board was born. Fenda Technology will definitely have a high premium tomorrow. Unfortunately, I hesitated at the opening just now and couldn't buy it."

"I also failed to buy in. It is said that the pressure on the fifth board should be the time when the market sentiment and funds have the greatest divergence. How can Fenda Technology's market performance today be so consistent? Not to mention the opening seconds, yesterday's dragon All the main funds on the tiger list have tacitly maintained their lock-ups, and none of them smashed the market."

"Normal! There was such a high amount of changing hands yesterday, the bargaining chips on the floor have been fully adjusted, and almost all the early profit orders have been digested. However, through the performance of this stock during the call auction today, it is obvious that the big capital lock The willingness to hold positions is very strong, and judging from the selling orders of retail investors at the end of the auction, the overall selling pressure is not heavy, so... It is no wonder that various short-term funds that are active in the market do not make high-level breakthroughs. After all, once Fenta Technology has refreshed the height of the market, and tomorrow's premium is a matter of high probability and certainty."

"However, I also understood too late. When I realized it, the board had already been sealed."

"Fenda Technology can't be bought anymore. The overflowing funds should be gathered to other low-level concept stocks in the same sector? After all, it has opened up new space in the market. Affected by its emotions, other low-level stocks with the same concept will definitely follow suit. rise."

"Yes, yes...Hurry up and buy tickets for Anjie Technology, Shuijing Optoelectronics, and Goertek, they will definitely go up!"

"I'm going...Shuijing Optoelectronics has risen by more than 5%, and the entire 'wearable device concept' sector, all concept stocks, are soaring."

"The capital attack is so fierce that the ChiNext index will rise by more than 1% again."

"Is this the rhythm of San Lianyang?"

"Need to say? Fenda Technology has refreshed the market's linking space, and the hype sentiment in the entire market has been fully activated and climbed to a climax. Under this sentiment, the index is absolutely positive."

"Yes, yes... other stocks will also benefit from the space opened up by Fenta Technology."

"This is the best time to speculate. I think it is time to hold positions and be a little more aggressive."

"Look, the stock prices of Tianyu Information and Huaqingbao, the two leading stocks in the early stage, have also rebounded to new highs at the moment. It seems... this is about to start a second wave!"

"Hey... What's the matter with the Shanghai Steel Federation's check? Why did it suddenly go up in a straight line?"

"Is this to check the core leading position of Tianyu Information in the 'Internet Finance' concept sector?"

"Ah... LeTV and Huayi Brothers are also up, today's hot spot in the entire market, this is multifaceted!"

"The hype has started, and the hotspots must blossom in many ways. Today's daily limit of Fenda Technology, which refreshes the market's board height, has contributed a lot to driving the index and the market!"

"It's still Yuhang Fortune Road Bull..."

"Without the strong lockup of this boss and the influence of his seat, I am afraid that the main funds in the Fenda Science and Technology Field today would not have such a consistent lockup action."

"Indeed, there is no doubt about the strength of the top hot money."

"Haha... Sure enough, only by following the road of wealth can we gain wealth. Fortunately, I reacted quickly this morning and grabbed the bargaining chip of Fenda Technology. I will eat meat tomorrow."

"I said earlier that following the Yuhang Fortune Road, there is a high probability that you will have meat to eat the next day, but you don't believe it."

"If there are five, there must be seven!"

"According to the market heat and emotional consistency of Fenda Technology at this time, the pressure will be very small tomorrow, and there is a high probability that it will be able to reach the seventh board."

"Not necessarily, what if the market plummets tomorrow?"

"Anyway, the market sentiment is so good today, Fenda Technology will definitely have a premium tomorrow."

In the almost frenzied discussion on Fenda Technology in the entire market, after Fenda Technology has completely activated the hype sentiment in the market and further expanded the risk appetite of market funds...

The major core concept stocks that are trending well on the GEM, and the major core popular concept sectors.

All ushered in the rapid attack of the main funds of various departments.

At 10:05, the core popular concept stocks in the GEM had a daily limit of more than 5; at 10:30, the number of daily limit exceeded 8; and after 11:12, the number of stocks whose daily limit exceeded [-].

"Emotional climax, hot spots spread, the market is here, and it should almost enter the harvesting stage of short-term highs." Su Yu stared at the GEM index that continued to surge in volume, as well as many concept stocks and large-cap blue chips that started to make up for the low price. , secretly said, "In the case that the market does not have enough incremental funds to continue to enter the market to push up the market, coupled with the fact that the macro-funds in this period are indeed tightening, so...after the market sentiment climax, I am afraid that the market will start to diverge again And the wheels turned."

After experiencing the divergence of the four boards, Fenda Technology broke through the five boards and refreshed the market height, which was within his expectation.

But keep going up...

Su Yu estimated that after this wave of emotions is digested, the height of 7 boards is almost the limit.

After all, although the market has rebounded quite a bit recently, the minds of most investors are still dominated by bear market thinking. Therefore, in the high-level relay market that naturally changes hands, the doubling space of 7 boards is an insurmountable natural moat The chasm, and then go up...the funds that dare to relay will drop sharply, which is not enough to support the market to continue.

of course……

If there is continuous stimulation from major external positives, it is not impossible to break through the "natural chasm" of the 7th board.

It's just that this situation is an extreme situation after all. Whether it is an individual investor or the main market capital, they usually don't have such illusions in the short-term speculation of promoting stock prices with the help of funds and emotions.

I have figured out where the market sentiment and prices are at the moment...

With the trend of the index and individual stocks rising steadily, Su Yu began to think about how to take over the market's huge market when the two core concept sectors of "wearable device concept" and "apple concept" have finished this wave of market and fell into differentiation and adjustment. Active funds, another conceptual hotspot of switching between high and low.

"In the current market, in the next period of time, there is no concept sector with extremely high expectations than the major sectors of 'smartphone industry chain', 'mobile Internet', and 'film and television media'. Its 'restructuring expectations' stocks have recently The activity is not small, but it is difficult to undertake the continuous hype of large funds." Su Yu thought to himself, "So... after the 'smartphone industry chain' sector market splits, there is a high probability that the active funds in the market will I will still choose one of the three major concept blocks to continue.”

"After all, the market has no better direction to hype other than this."

"As for the two core concept sectors such as 'film and television media' and 'mobile games', from the current form, the adjustment is not sufficient, and the bargaining chip structure is very chaotic. If the main funds want to choose this direction, it will be very difficult to continue to raise , the market may not necessarily buy it.”

"so……"

"If the two current popular concepts of 'wearable device concept' and 'apple concept' ebb."

"When the index and individual stocks fall into a general adjustment, there is a high probability that the profits that will be harvested next will flow into the 'mobile Internet' concept sector that is relatively fully adjusted and the market's future expectations are still strong."

Thinking of this, Su Yu hastily set his sights on the derivative concept sections of 'Mobile Internet'.

I saw that many concept sectors such as 'mobile payment', 'smart city', 'Internet finance', '4G concept', 'mobile Internet service', etc. that I have participated in before have all gone relatively strong. Most concept stocks, whether they are bargaining chips In terms of structure, it is still in a relatively good position in terms of K-line form and large capital attention, and its popularity is second only to the "Apple Concept" and "Wearable Device Concept" sectors led by "Fenta Technology".

And in these 'Mobile Internet' derived concept sections.

The one with the strongest move, the deepest involvement of main funds, and the most "storytelling" and "explosive power".

On the surface, there are still two concepts of 'Internet Finance' and 'Mobile Payment'.

Su Yu discovered this characteristic of the market reaction, so he began to narrow the scope, and set the target of the next stage of hype on the concepts of 'Internet Finance' and 'Mobile Payment' that he participated in before.

"From the point of view of the inertia of hype, in fact, the conditions of Tianyu Information can be described as unique."

Su Yu stared at the individual stocks in the two concept sectors of 'Internet Finance' and 'Mobile Payment', and secretly said: "However, judging from the current degree of capital intervention and the market performance in the past few trading days, the same sector... today The Shanghai Steel Union, which has a daily limit, is obviously stronger."

"It's just the hype logic of the Shanghai Steel Federation's check..."

Su Yu frowned slightly, but he didn't see the hype logic of the check very clearly.

But after observing carefully for a while, he suddenly found that the active funds in the market, in attacking the two concept sectors of 'Internet Finance' and 'Mobile Payment', were obviously more inclined to stocks with 'Internet Financial Services' as their core business, while As for the concept stocks with 'mobile payment' as the core, the attack is relatively weak.

Such a market performance...

It is enough to explain from the side the main funds that are active in the market, and their preference for attacking popular concept sectors. It can also explain that in the current market environment, the concept sector of 'Internet Finance' is more likely to have more interest than the concept sector of 'Mobile Payment' in the future trading period. There is room for imagination and room for rising prices.

And since the market funds have made some preferences in the direction.

So, even if he can't see clearly the hype logic of the Shanghai Steel Federation's focus on funds at this moment, he will not easily choose to go back and invest in the Tianyu Information stock.

After all, in a weak market that is not a comprehensive bull market, the risk coefficient of non-leading stocks is still very high.

Under such circumstances, he is willing to observe and observe again.

Even if some opportunities are missed, it is necessary to further understand the flow of main funds in the market and the logic of such a strong hype of the Shanghai Steel Union stock, and then make a determination for follow-up operations.

And in his continuous observation...

The Shanghai Index, Shenzhen Index and ChiNext Index rose unilaterally almost all day, and after 'Fenda Technology' opened up a new space for market speculation, the two cities also ushered in a general rise again. In the end, the Shanghai Index and the Shenzhen Index rose by more than 1%, while the ChiNext Index continued to rise by more than 2%, standing on the 1070 point with great momentum.

(End of this chapter)