Rebirth of the investment era

"The other party is very careful and has been pretending to be a loose order. It's normal that you didn't notice it due to your lack of experience."

A middle-aged man in his forties standing next to the girl said with a smile: "Don't be depressed. Next time, remember to analyze the overall trading volume on the market. No matter how the other party pretends, the amount of money can never deceive people." , when the volume on the market has been increasing, but we still can't attract many chips despite taking the initiative, at this time, no matter whether there are obvious large orders on the market, it is abnormal. "

"After all, the retail investors in the market usually have little patience and like to chase the rise and kill the fall."

"It's impossible for them to continue to undertake large-scale projects despite going against the trend, just like..."

The middle-aged man said, pointing his finger at several key positions on the Waigaoqiao time-sharing chart on the computer screen where it rose and fell, and continued: "Like these places, if you still can't attract chips, then the market trend will There must be something fishy, ​​this fund is very smart, I guess the other party should have been lurking on this stock for a long time."

"The teacher is saying that this fund has the same purpose as ours?" the girl said in surprise again.

The middle-aged man pondered for a while and said: "Not necessarily. Although the national high-level meeting discussed the overall plan for "Establishing a Free Trade Pilot Zone" as early as early May, it did not name where it would be implemented, and This plan was only a draft at that time.”

“Just because of a draft, it certainly won’t form an exact investment strategy.”

"Moreover, if the other party is really aiming for the same purpose of building a position as us, then the Waigaoqiao check should have been fired in advance."

"But for this check, the stock price in the past two months has not only not increased, but has also fallen a lot."

"Furthermore, in terms of understanding and information channels for this news, no one should be faster than us. After all, just yesterday afternoon, the high-level meeting just passed the preliminary plan for the establishment of a free trade zone in Shanghai. , and the specific implementation plan has not yet been truly released.”

"At this time, do you still have the funds to get ahead of the policy and make precise arrangements?"

“The current entire market, regarding the ‘Shanghai Free Trade Zone’ line, is actually just random speculation, and it’s not time to actually choose a direction...”

"Aren't even we, in a sense, guessing?"

"So, I think this fund chose the Waigaoqiao check mostly because of other logic. At this time, the other party realized that there might be other major benefits to stimulate the stock. In addition, they saw that we By aggressively attacking and raising funds on this check, we clarified the logic that the stock price would rise, and we followed suit."

"Don't worry……"

The middle-aged man glanced at the girl and continued with a smile: "According to the process, it will definitely take more than a week to confirm the real news. The circulation of the Waigaoqiao check is not small, and there are currently no large-scale public fundraising institutions in the market. By locking up the position, even if someone else follows suit, it will not be difficult for us to buy enough chips.”

"Yes!" the girl responded and said with a smile, "Thank you, teacher, for clarifying my confusion."

The middle-aged man chuckled and said: "This fund company was originally established with your father's investment. After you returned from studying for a doctorate in finance at the University of Manchester, England, although you interned in the company, it was not really part of the company. The employees at the school and I, the teacher, only have a few years of experience in the A-share market. When it comes to many financial theories in today's world, I may not be as good as you..."

"Once a teacher, always a teacher." The girl said, "True knowledge comes from practice, otherwise no matter how much theory I learn, it will be useless. For example, this time... I have learned it."

As she said that, her eyes fell back on the Waigaoqiao board again.

I saw that this check had skyrocketed by more than 7 points due to Su Yu's continuous increase in large orders and the rush for funds. It jumped from the back row of the "Shanghai Stock Market Local Stocks" sector to one of the top ten in the entire sector.

At this time, the time has reached 2:48, and there are only 12 minutes left before closing.

"Teacher Zhou, if I hit the daily limit at this time, will it be beneficial or harmful to us?" The girl stared at the market, holding the mouse in her hand, hesitated for a while, and asked.

The middle-aged man next to the girl, Zhou Guohua, general manager of Anlan Fund, pondered for a moment and said: "According to my understanding, the other party is not sure whether the underlying logic of this check is reliable. In other words, the other party is not sure whether the check is reliable. It has a sustainable upward logic.”

"So, after the stock price increased, he did not protect the market at all."

"This is what caused the stock price to almost hit the daily limit and then fall back quickly."

"The bargaining chip we have established on this check is quite insufficient. If we use too drastic means to raise funds, it will inevitably arouse active funds from all walks of life in the entire market and pay too much attention to this check, which will attract more A lot of funds following the trend have entered this stock.”

"This will make it more difficult for us to open a position and at the same time increase our cost of opening a position."

"After all, the circulation of this check is certain. The more opponents are competing for funds at the same time, the harder the stock price will rise, and the more difficult it will be for us to obtain chips."

"Then I understand." The girl nodded, gave up the order, and waited for the stock price to continue to fall.

Then, when the stock price naturally fell below 5 points without any maintenance, she started to place orders again and buy chips.

And, this time, she learned the lesson.

Instead of buying chips in the form of pending orders, they followed Su Yu's approach, reducing large orders to small ones, pretending to be countless small orders, watching retail investors selling, taking the initiative to buy a wave, and then resting for a while until the stock price continued. It falls back, then buys another wave, and so on.

"hehe, not bad……"

Seeing the girl's behavior in the late trading stage, Zhou Guohua nodded slightly, appreciating it in his heart, and smiled: "Wanting, your talent is really good. With time, you should be able to fully understand these little traders in the A-share market. Use your skills, if this main force on Waigaoqiao appears again, it should be impossible to hide it from your eyes."

"Every time you learn something, you gain wisdom."

When Xie Wanting heard Zhou Guohua's compliment, the frustration just now was swept away, and she felt a little secretly happy in her heart.

And at this moment, on the other side...

Yuhang, Yuhang Investment internal, trading room.

Su Yu looked at the trend of Waigaoqiao in the late trading, and he was obviously surprised: "Learning so fast? It's really getting more and more interesting."

After he scrambled to raise the stakes, he originally thought that the other party would take advantage of the situation and block the board in a hurry.

Unexpectedly, the other party actually allowed the stock price to fall back again.

This proves that the other party is smarter than he thought. He knows that during the position building stage, when the market news is unclear and the chips are insufficient, it is best to keep a low profile and avoid attracting too much attention from the market. This is the operation that best suits your own interests.

Of course, what surprised him even more was that the other party started to imitate his fundraising method so quickly...

It can be said that it is on the board, clearly telling him that all the actions he has made before have been discovered by the opponent.

However, Su Yu didn't mind it much at this time.

After all, he has more than 90 million remaining funds in his hand. In the whole process of raising funds with the other party today, he has already invested more than 65 million in funds. Now, he only has more than 28 million available cash left in his hand, with a total position of 17.7 in his account. The average cost of more than 10,000 foreign Gaoqiao chips is 13.12 yuan, and the market value of the position exceeds 230 million, which can be regarded as a full position.

"What?" Li Meng asked subconsciously after hearing Su Yu's emotion.

Su Yu smiled and said: "It's nothing, I just feel that the sudden influx of major funds into the Waigaoqiao stock today is quite interesting. It's smart, but it doesn't necessarily mean smart. It's stupid. The reaction at the end of the day, It kind of surprised me, it’s quite erratic.”

"Waigaoqiao?" Li Meng took a look at the stock's market, but didn't see the reason for a moment, and said, "This is a check that you are very optimistic about. Although its stock price has risen and fallen today, the financial attack The signs are already obvious, it should be that the news is approaching, the main line is highlighted, and it will start soon, right?"

"That's almost it." Su Yu nodded, "Next, let's just wait and see the market's reaction and choices."

"Yes!" Li Meng responded and said with a smile, "We have done everything we should do. Next... we really can only wait and see what happens."

While the two were talking, the time reached 2:55.

With only 5 minutes to go until the market close, the Shanghai Stock Exchange suddenly experienced extreme changes in the stock pool that the two of them were paying attention to. Its stock price rose from around 5% to a huge amount of buying orders, and it skyrocketed in 10 seconds. Within minutes, the daily limit was hit, and large orders with large volume were simultaneously blocked.

The whole pull-up scene is not like a surprise attack at the end of the session.

Looks very clean and decisive.

"Shanghai Materials Trading..." Su Yu stared at the Shanghai stock market where a large order had sealed the daily limit, and the stock price was fixed at 6.23 yuan, directly breaking through the fluctuation range of the previous two months at the daily limit, with a hint of surprise in his eyes again, "Market In the 'Shanghai Free Trade Zone' line, in the first stage, Shanghai Materials Trade was chosen as the breakthrough point."

"but……"

After a pause, Su Yu came back to his senses, nodded slightly and said, "That's right. At a stage when the news is getting clearer and more fermented, this check is within the core concept range of the 'Shanghai Free Trade Zone' , its market is small, with a total share capital of 500 million, the market value is only about 3 billion, and the circulating market is less than 2 billion, which is very suitable for the hot money relay in the current market."

As he sighed, at the same moment...

Magic City, inside Zexi Investment, in the trading room.

Xu Xiang also instantly noticed this stock when the Shanghai Stock Exchange's trading volume reached its daily limit.

PS: I went home and rushed out at night. I will try to update as much as possible tomorrow.