Rebirth of the investment era

“Executive resignation?”

Before Su Yu could check the bad information that popped up, Li Meng said incomprehensibly: "The news of the resignation of a group vice president in charge of product development can send the stock price plummeting. Isn't this outrageous?"

"What the market is afraid of is not the impact of this person's resignation." Su Yu clicked on the information and took a look, then looked at the shareholder holdings of Fenda Technology, and continued, "This guy holds a lot of Fenda Technology For shares, with his resignation, there must be plans to reduce holdings, which is the reason for the stock price to dive."

"However, this news has to wait for confirmation from the company's announcement."

"But no matter what..."

"The industry is in a high boom cycle, and there are no problems with the company's R\u0026D direction and product direction. Without any changes in fundamentals, the reduction of shareholders' holdings cannot stop the upward trend of the stock price, so... this news can It just caused a short-term fluctuation in the stock price, and it should return to normal after a while."

"Yeah!" Li Meng responded.

Then, while Su Yu was talking, he had already started to place orders continuously to buy Fenda Technology, which continued to dive.

At 11:30, when the lunch break came, Fenda Technology's increase had dropped from the intraday high of more than 7 points to about 2 points, and the overall trading situation had been completely suppressed by selling.

In addition to Fenda Technology...

Other popular concept stocks also fell back before midday.

As for the indexes, the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index are still oscillating near the flat market, and the amplitude and volume are obviously getting smaller and smaller, and the overall trend is towards a shrinking adjustment state.

At noon, there were no macro-positive or negative news.

On the other hand, Fenda Technology, which had previously been rumored to have resigned its executives, issued an announcement confirming the resignation of its executives. At the same time, it issued an announcement that shareholders, namely the departing executives, planned to liquidate and reduce their stock holdings.

Following this official announcement…

At 1 o'clock in the afternoon, just after the market opened, Fenda Technology's stock price plummeted again, from more than two points above the water to nearly five points below the water. The amplitude throughout the day exceeded 10%.

Seeing that Fenda Technology continues to panic and sell off.

Li Meng followed the logic mentioned by Su Yu and continued to buy, constantly taking in the panic selling orders.

At around 1:20, Fenda Technology began to slowly shrink and gradually rebounded after hitting a minimum decline of 7.2%.

Finally, at the close of trading at 3 o'clock, Fenda Technology's stock price recovered to around 1 point of decline, closing a long cross K-line with slightly heavy volume, and Li Meng was also recovering from the decline in Fenda Technology in late trading. , sold some of the bargaining chips at the bottom, and made some intraday profits.

In addition to individual stocks...

The three major indexes maintained shrinkage and shock throughout the day, and all closed a short shrinkage cross.

"Today's trading is dull and the volume has shrunk too much. Except for the two major concepts of 'Internet Finance' and 'Mobile Games', other concept sectors are lifeless. Is this the end of the rebound?"

After the market closed, someone in Su Yu's main hot money group was a little confused about today's market trend and couldn't help but ask.

"The shrinkage adjustment after the sharp rise is a healthy trend!"

"The market's position of 2,000 points must be consolidated and confirmed repeatedly. I think today's adjustment makes the market outlook promising."

"Yes, if the market continues to forcibly rise today, the profit taking in the market will inevitably put huge pressure on the subsequent market. Although the current market has stabilized at 2000 points, the overall investment sentiment is not great. Once the scale is restored, once too many profits are accumulated on the market, it will be more difficult for the index to rise."

"Here, it is better to slowly increase and slowly repair."

"I agree. In fact, at this time, we can be light on the market and heavy on individual stocks."

"Today the Shanghai Stock Exchange is on the third board, and it is still shrinking. The consistency expectation is quite strong. It is estimated that under the influence of the Su brothers, if the market picks up slightly tomorrow, we can expect the fourth board!"

"Hey, I was planning to follow the trend and buy Shanghai Steel Union today, but in the end... I wasn't given a chance at all."

"Brother Su's seat premium and influence are already very large now. As long as the market sentiment for the stocks he participates in is not bad and there are no problems with the logic, it will inevitably cause emotions to accelerate. Today's Shanghai Steel Union word board I predicted the trend yesterday.”

"The leader couldn't participate, so I chased Tianyu Information, but it was not bad."

"Well, depending on the situation, Tianyu Information is obviously heading for a new high. Moreover, this stock is close to China Mobile, and it is in the context of the national bank card transformation from IC cards to chip cards. Regardless of the concept, The potential for future performance explosion is quite good. Even if it cannot keep up with the pace of Shanghai Steel Union in the short term, in the long term... the space may not be smaller than that of Shanghai Steel Union stock."

"That's for sure. Otherwise, how can we say that Brother Su has a bad eye for stock picking?"

"Not to mention... Judging from the operation trajectory and stock selection logic of the Su brothers in the past two months, whether it is Tianyu Information, Huaqingbao, Fenda Technology, Wangsu Technology, Shanghai Steel Union, LeTV, etc. , they are all stocks with broad expectations and can be speculated for a long time!”

"It is said that in the short term, it depends on funds, capacity, and market acceptance, or sudden positive stimulus."

"Looking at it now... we still need to take a long-term view and find some stocks with broad long-term potential. Only in this way can we reduce the failure rate and continue to expand operational profits!"

"This is natural. Look at the long side and do the short side, and follow the trend. That's the way to go."

"Speaking of which... in the field of Internet finance, apart from the tyrannical logic of Tianyu Information and Shanghai Steel Union, are there other directions?"

"Looking at the divergence of 'mobile Internet' thinking..."

"If banks and securities firms all develop their own mobile trading software and trading systems in the future, this will be a blue ocean incremental market!"

"Hey...this is a direction."

"Wonderful, with the widespread popularization of smart terminal devices and the arrival of 'mobile Internet', it should be inevitable that various financial services and financial transactions of mobile banking and securities will be transferred from PC to mobile phone. This is indeed a There is a vast incremental market, and... it can be speculated for a long time!”

"What about the target? Which A-shares can do these businesses?"

"There are a lot of them. Currently, there are trading system solution providers that have cooperation with banks and securities firms and have business dealings with them, such as Hengsheng Electronics, Yinjie Shares, Changliang Technology, Huake Financial, Jinzheng Shares...these, damn... Looking at it this way, the ‘Internet Finance’ sector has huge potential!”

"Coupled with Flush, Oriental Fortune, Great Wisdom...these trading software platform providers."

“It feels like this should be one of the absolute core themes of the future market.”

"At first glance, the prospects are indeed very good, but if we want this field to fully explode, we still need a lot of external stimulation. At the current stage, we still don't see any opportunities in this regard."

"By the time we see it, the stock price should have skyrocketed."

"I think we can do a wave..."

"Flush and Oriental Fortune are already the stocks held by the Su brothers. Great Wisdom and Hengsheng Electronics have always been stronger than the market. There must be major funds lurking in the market. So...it seems that people are optimistic about this sector. There is already a lot of funds.”

"It's not a hindrance. There are dozens of stocks in the entire sector, and you can always find stocks with slightly clean chips on the market."

"The more I talk about it, the more excited I get. I will work on this business tomorrow. I have to learn from Brother Su and take a long-term view and see the right direction. Then I have to be ruthless."

Everyone is discussing the main direction of the future concept...

The dragon and tiger lists of the two cities were announced.

I saw that Su Yu's two major seats remained silent today, while the organization that shone brightly yesterday still played the leading role on the list today.

In particular, Fenda Technology, which fluctuated violently throughout the day, also encountered a storm of underweighting.

Among the seats on the dragon and tiger list of this check, institutions occupy a total of three seats on the buying list, with a total purchase of more than 19 million, accounting for about 18% of the whole day's transactions. As for Li Meng, who is doing T, due to the trading volume It's not big, so it didn't enter the disclosure seats.

Seeing that the absolute core main institutional funds in the market are actually rushing to raise such a concept stock with reduced holdings.

The vast majority of investors in the entire market showed expressions of incomprehension.

"What the hell? Institutions are rushing to raise money at a loss?"

"I don't understand. It's the first time I've seen such a situation happen with stocks that have been underweighted for a long time."

"Is it a fake institution? The executives in charge of the core business have all cleared their positions and reduced their holdings, and institutions are still rushing to buy? I don't see how this stock is good? As for the future of wearable devices, it may be very good. …But those are markets dominated by giants like Apple and Google. How competitive can domestic companies be? It seems that this company is just a storyteller. I haven’t seen this company in the past two years. What’s so outstanding about it? What a great achievement!”

"As an institution, it's not your own money that's being wasted anyway. There's no pressure, so you can just buy it blindly."

"Then Wealth Road and Fusheng Road also seem to have huge positions in this stock, right? Looking at the Dragon and Tiger List, this main force did not appear today. How to explain this?"

"No matter how good the hype is, under weak market conditions, I will never buy underweight stocks."

"After all, there's no telling when it will go wrong, and the negative news of major shareholders reducing their holdings has always been hanging over their heads, and the willingness to pull funds will also weaken a lot."

"I think that if the company does have huge value and broad potential for future development, it is not a big disadvantage if the major shareholders reduce their holdings. Look at Penguin, after a company goes public, don't the actual controlling shareholders often reduce their holdings? The result is not all the way to new highs.”

"Can it be the same? Fenda Technology is worthy of being compared with Penguin Technology?"

"What's wrong with it? Why do you have to be so stupid when buying stocks?"

"What the hell? Anyway, I just follow Fortune Road and Fusheng Road and buy it. As long as Fortune Road and Fusheng Road are still in Fenda Technology, I will hold on to this check."

"Yes, it's always right to follow the path of wealth and recovery."

"After all, the big boss's vision is not comparable to that of our small company, and... hasn't Fenda Technology already obtained Apple MFi6.0 certification? I believe it can produce results."

Amidst the many discussions in the entire market about distribution technology, the many popular core concept stocks on the Dragon and Tiger List, and the main funds of institutions that continue to shine, they continue to raise funds for GEM constituent stocks on a large scale...

At this moment, Su Yu's eyes were fixed on Changqu Technology, which had announced that it would resume trading tomorrow.

In his mind's expectation.

He knows that if the resumption of trading of Changqu Technology exceeds market expectations, there should be a rapid overall strengthening of the 'mobile game' concept sector.

In other words...

The market outlook is high, as well as the trend of the two conceptual sectors of 'mobile Internet finance' and 'mobile games' that support the GEM market. Changqu Technology has carried out the 'successful acquisition of Dongwang Pioneer' and leveraged its excellent development team to comprehensively In the case of the resumption of trading, which is a major positive in the field of mobile games, it has completely fallen behind the trend of the two stocks of Shanghai Steel Union and Changqu Technology.

From this moment on, the ‘mobile game’ concept section continues its upward mission.

It fell on Changqu Technology.

After all, as the A-share 'mobile game' concept, the two core pure concept stocks of Huaqingbao Wei Er are Hua Qingbao's internal capital differences are large, and there is no major good news to stimulate again in the short term, in the 'mobile phone The game's concept has become a core concept driven by market conditions, and there is simply no other choice for funds.

And under this pattern...

The next day, Friday, June 28th came.

There is no surprise. When the Shanghai Stock Exchange, Shenzhen Stock Exchange Index, and ChiNext Index opened slightly lower, Changqu Technology directly blocked the one-word board without limit, sealing more than 400,000 orders. During the entire 10-minute collective bidding time, Only 42 lots of chips were traded, which can be said to be an extremely consistent expectation.

Knowing that he couldn't buy Changqu Technology, Su Yu naturally didn't bother to place an order.

So I briefly took a look at Changqu Technology's market, added it to my self-selected watch list, and then set my sights on the two stocks I held positions in, Shanghai Steel Union and Tianyu Information.

I saw...

After the Shanghai Steel Union's unanimous prediction yesterday, there were certain differences today.

The call auction was only about 4% higher.

Then, when 9:30 arrived, the two cities entered the formal bidding trading time. After the continuous accumulation of profit orders, there was no change of hands yesterday, and they poured out on a large scale today, causing the stock price to plummet rapidly, from a 4% increase to the bottom. , fell directly to a drop of around 2%.

However, when the stock price of Shanghai Steel Union fell into the water.

No matter how turbulent the selling orders were, the market stabilized in an instant, the trading volume increased sharply, and the buying orders that followed the trend gradually changed from being suppressed to being suppressed as time went by.

And at the same time.

The trend of Tianyu Information is almost exactly the same as that of Shanghai Steel Union, except that its amplitude is much smaller.

At 9:37, when the violent change of hands in Shanghai Steel Union reached more than 10%, and the situation of buying and selling orders had changed...

Su Yu was planning to use a purchase order of 1,000 lots to reverse the trend of Shanghai Steel Union.

Pull it back from under the water.

At this time, Hengsheng Electronics, which was in the same sector as Shanghai Steel Union, suddenly changed and rose rapidly, which was likely to block the leader of Shanghai Steel Union sector. At the same time, in addition to Hengsheng Electronics, Changliang Technology and Huake Jincai, Jinzheng Shares, Yinjie Shares...many stocks also have funds to place orders and work together to pull up.

"It seems that the huge prospects and main line hype logic of 'transferring banking and securities trading systems from PC to mobile phones' that everyone discussed in the group yesterday has been recognized by many people." Su Yu stared at the changes on the board and said to himself, " The logic is correct, and the understanding of future prospects is also correct, but unfortunately... it is too early to start the market at this time."

in his understanding.

If you are one step ahead of the market, you are a genius and a master; if you are two steps ahead of the market, you are a martyr.

The same is true when it comes to the current demand for "large-scale upgrading of banking and securities financial trading systems". At this time, the penetration rate of "intelligent terminals" has not yet reached a critical point. As a result, it is often an afterthought. In the banking and securities systems, the disease of state-owned enterprises is very serious.

Generally, as long as the internal trading systems of these institutions can still be used, they have not been forced to change by the market.

Then, their motivation to upgrade will be obviously insufficient.

And when will the market force them to update their trading systems? That is when the penetration rate of "smart terminals" reaches a critical point, that is, when the majority of users in the market have basically switched to smartphones, there is a huge demand for mobile banking and mobile transactions, and there are already loud complaints in the market.

That’s when the real hype opportunity comes.

Now……

Smart people have noticed this potential huge investment opportunity, but the vast number of retail investors in the market, as well as many institutions that have the advantage of information channels and need to see explosive performance within a year and a half, do not understand it, and naturally they are very disappointed. It’s hard to get a crowd to follow suit.

In other words, this time.

These 'Internet finance' stocks with securities and banking financial trading system solutions as their core businesses have not yet reached the time when they should play the leading role. Logically and in terms of short and medium-term expected prospects, they are far inferior to Tianyu Information and Blue Sky. Information, Hailian Jinhui, Zhengtong Electronics, Hengbao Technology and other "mobile payment" concept stocks, as well as "financial information and transaction auxiliary service" stocks such as Shanghai Steel Union, Great Wisdom, Tonghuashun, and Oriental Fortune.

Following Su Yu's logical deduction...

After the first wave of gains, these Internet financial concept stocks headed by Hengsheng Electronics saw very few funds to follow the trend, and their trends began to decline in an instant, and they all surged higher and fell back.

And at this time...

Su Yu saw that the market capital and sentiment in the sector had reached a time of change.

Only then did the 1,000 buy orders that had been placed long ago but had no time to be placed be poured directly onto the Shanghai Steel Union's market in the form of market price purchases.

1,000 orders, about 2 million funds.

Putting it on the Shanghai Stock Exchange's active trading market with more than 1 billion in circulation, it is just like a spark.

But at this moment...

At this moment, the profit margin has almost been taken out, the change of hands has been sufficient, and the funds and emotions of the entire market have reached the moment of conversion.

This small spark is enough to start a prairie fire.

I saw that Su Yu's 1,000 orders had just poured onto the market, briefly clearing out about 7 stalls of selling orders in front of him, and raising the stock price straight up by 0.27%. Follow-up funds continued to pour in. Rapidly driving the stock price forward.

-1.2%, -1%, -0.2%…

Then, 1%, 2%, 3%...

Shanghai Steel Union jumped from the water, and its growth rate is getting faster and faster, and more and more funds are following the trend.

At the same time, Tianyu Information quickly followed suit, and after Tianyu Information, stocks with the same concept in sectors such as Blue Sky Information, Hailian Jinhui, Zhengtong Electronics, Hengbao Technology, etc., as well as many popular core concept stocks in different sectors and different concepts It also rose rapidly, and more and more stocks followed the changes of Shanghai Steel Union.

"A dragon's head is still a dragon's head, cow!"

"Shanghai Steel Union is really incredibly strong. Looking at the driving effect, the sentiment of the entire market and the speculation trend of major funds from all parties are all based on this stock. It is really awesome."

When Shanghai Steel Union was rapidly rising, with wave after wave of offensives, once again getting out of the long-leg effect and hitting the daily limit, many people in Su Yu's main hot money group sighed helplessly.

"After all, it is the first stock in the market to change hands out of the Nine-Connect Board. It is not so easy to die completely."

"If it reaches the limit today, it will be less than one board high before it can reach a new high. Looking at this situation... a new high should be a certainty, right?"

"Definitely, this is like a siphon effect of market hype, and it will definitely be achieved."

"Hey, I just failed to follow the trend of Ignition Hengsheng Electronics. If it seems... I still have to follow the example of Brother Su and recover some losses in the Shanghai Steel Federation."

"That's right! Didn't everyone say yesterday that there would be huge investment opportunities in the field of 'financial trading systems'? Why is there no one following today?"

"I followed, but the market didn't buy it. What can I do?"

"I don't understand either. It's obviously a mainline concept with huge market potential and huge prospects in the future. Why isn't anyone following it?"

"It's a matter of one step ahead or two steps ahead." At this time, Sun Yu, who was diving in the group, finally pointed out everyone's misunderstanding, "I studied the concept you mentioned last night and feel that it does have great prospects. , but it is really far away from the industry explosion and performance explosion.”

"Actually..."

Sun Yu paused and continued: "In the market, whether it is retail investors, institutions, or hot money like us, they are basically short-sighted and cannot see that far, let alone pay for uncertainty that is too far away. , so hyping this line at this time will inevitably fail.”

"Brother Sun is right. I wonder what Brother Sun thinks of the check from Shanghai Steel Federation?"

"Didn't you discuss it just now? Let's look at the new high first. As for the further ones... we can only see how far the market can go together, or when the Su brothers hit the market."

"Ah...the price limit has reached the limit!"

"Shanghai Iron and Steel Co., Ltd. has four consecutive boards, and it is the highest space board since the market bottomed out!"

"There is no way. The driving effect of the leading company is too strong. The active funds and huge retail investors in the entire market are all eyeing this check. As long as the popularity persists, I think it is not impossible to set another previous consecutive record."

During the heated discussion among the group...

Following Shanghai Steel Union, Tianyu Information also quickly hit the daily limit.

Although it finally failed to reach the daily limit yesterday and had a break, the overall increase in the four trading days since the market bottomed out was not much behind the Shanghai Steel Union, and it can be regarded as a qualified second follower.

After Tianyu Information and Shanghai Steel Union both reached their daily limit again.

Su Yu no longer paid attention to these two stocks, and his eyes also followed the trend and fell on Fenda Technology, which was hit by bad news yesterday and finally closed down, and ST Ancai stock, which he used his sister's account to build a position.

I saw the check from Fenda Technology after institutions continued to enter significantly.

Today, it actually opened higher despite the negative news, completely recovering the losses caused by yesterday's high dive, and setting a new rebound high, which hurt the face of countless investors who were bearish on this stock.

As for ST Ancai...

Without his follow-up orders to raise funds, its stock price fell back to around 3.73, a drop of nearly 3 points, and the trading volume was as scarce and sluggish as ever.

Su Yu observed for a while and saw no movement of the main funds on ST Ancai that acted like a monster yesterday.

And there is not much available funds in his account.

Therefore, I no longer competed with each other for funds. Instead, I used my water-milling temper to divide the small funds into dozens or dozens of small orders, and gradually placed them on ST Ancai. Buy on the market and continue to observe the other party's motives for entrenching ST Ancai stock.