Rebirth of the investment era

"Today is destined to be a day of great disagreement!"

Seeing this opening situation, some people in Su Yu's main hot money group were filled with emotion.

"Only when there are differences will the market prevail. I don't think this is a bad thing. The six core stocks of Shanghai Materials Trading, Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao are accompanied by the 'Shanghai Free Trade Zone' For this main line, since the bottom of the hype, the average increase has been nearly doubled, and I think... there is still room."

"Among the six checks, Shanghai Materials Trading and Shanghai-Hong Kong Group should be the two that directly benefit the most. If anything is to be done, these two should be given priority."

"These stocks are all the core stocks in the main line of the 'Shanghai Free Trade Zone'. Now they are just the first wave of chip exchanges after the one-word board. Moreover, these checks have not been dealt with by the Shanghai Stock Exchange before. The expected space has not been overdrawn due to the continuous speculation like that of the Material Trade and Shanghai Steel Federation. In addition, the number of one-word boards they have launched is slightly lower than everyone expected. Participating at this time... the risk is indeed not that big. "

"The risk is not big, but the stocks of these stocks are not small, and there are many large institutional funds such as Shanghai-Hong Kong Group and Lujiazui. The composition of the chips is complex, and it is difficult to combine funds. It is difficult to say the upside space at this position. .”

"Hey...the most ideal relay targets are the two checks of Shanghai Sanmao and Shanghai Materials Trade."

"The Shanghai Stock Exchange is the absolute leading core of the main line, and the chips in it are basically hot money, without institutions; the Shanghai Stock Exchange Sanmao was considered a fringe stock in the early stage, and was not paid attention to by funds. It only broke into everyone's field of vision after the sudden good news. , and then its logic was recognized by everyone. There are very few large funds on the market, most of them are retail investors, and there are no institutional positions. In addition, the market is small, and the overall position is not high. It can be said to be an excellent target for relay speculation. "

“Everyone knows that Shanghai Sanmao and Shanghai Wumao are the two strongest checks, but if you can’t buy chips, what’s the use of knowing that these two checks are the strongest?”

"Jinjiang Investment increased its volume at the last moment, and it is estimated that it will be difficult to seal the daily limit today."

"This check should be the smallest among the core stocks of 'Six Musketeers' that have been opened. If you can't buy Shanghai Sanmao and Shanghai Materials Trading, you can only give priority to this one. .”

"Yes, originally my expected space for these core concept stocks was at the height of the seventh board. Now, they have opened at less than the height of the fifth board. It is definitely worth a gamble. How can I say... like the 'Shanghai Free Trade Zone' 'This kind of top-level design, far-reaching macroeconomic development strategic plan, and its related core concept stocks are worth twice the space."

"It's a pity that Waigaoqiao, which has the purest concept, has been suspended..."

"The fixed increase is good, coupled with the core planning area of ​​the 'Shanghai Free Trade Zone', which is located in Waigaoqiao, as well as its land reserves, unique development, and Construction qualifications, this check is basically a clear sign, and it is expected to be fully filled. Even if the resumption of trading is announced, it is probably a dead end, and there will be no participation. In short... For Waigaoqiao, this check is basically for the stockholders. Feast, those of us on the sidelines who have no positions, then don’t think about relaying and speculating on this check.”

“Today, let’s look at the trends of Shanghai-Hong Kong Group and Jinjiang Investment!”

"One is obviously a ticket that can be driven and dominated by institutions; the other is a ticket that active funds in various markets can relay speculation. The trend direction of these two checks and the strength of the relay on the market should be enough to show that the funds of all parties in the market are interested in ' As for the main line of speculation about the Shanghai Free Trade Zone, as long as the trend of these two checks is not bad today, then... I think we can continue to relay the news with confidence and boldness."

“Overall, the main line of speculation about the ‘Shanghai Free Trade Zone’ is still huge!”

"Yes, in the week or so after the announcement of this good news, the funds pouring into this field have basically exceeded tens of billions. The funds from all parties have been involved so deeply, which shows that this line will not end easily. .”

During the discussion, the vast number of retail investors in the market at this moment...

Although everyone is a little surprised by the sudden opening of several stocks with core concepts of the "Shanghai Free Trade Zone", they are more excited and excited.

After all, these checks all have a shrinkage board in front of them.

Regardless of whether it is a large amount of money or a small amount of retail investors, in the first few straight boards, they can only be disappointed and unable to buy any chips at all.

Now that the board is open, the first disagreement appears, and chips begin to be exchanged on the floor.

They have the opportunity to buy, and are naturally happy to finally be able to participate in the core concept stocks stimulated by the great benefits of the ‘Shanghai Free Trade Zone’.

And as everyone discussed...

A short five minutes passed, and the two cities ushered in the formal trading stage.

I saw a few stocks with the core concept of "Shanghai Free Trade Zone" that were launched, and in an instant, they experienced large-scale selling and buying at the same time, and the stock prices experienced extreme fluctuations.

First, at the end of the call auction, Jinjiang Investment surged in volume in the last few seconds and nearly closed the daily limit.

After the official opening of the market, the daily limit opened instantly, and then within about 20 seconds, multiple large orders of 10,000 lots were bought by the owner, and they were closed in a flash. The transaction volume reached more than 80 million in half a minute, and the market was opened and closed. The speed of the board can be described as extremely fast, leaving countless investors unable to react.

Moreover, after its stock price closed in a flash, the selling pressure on the market weakened in an instant.

It shows that the sentiment on the market has changed from divergence to consistency.

Secondly, during the same period of time, Lujiazui, which had the weakest trend during the call auction stage, surged upward for a period of time. After bursting out with extreme energy, it began to fall rapidly. Within two minutes, it fell below the opening price again. The decline expanded to more than 2%, showing its weakness.

Furthermore, the other two checks issued...

At the same time, from the moment the Shanghai-Hong Kong Group started official trading, there was a huge amount of buying and selling orders on the market. Transaction orders of 10,000 and 5,000 lots were densely covered in the entire real-time transaction market, and the trading volume was extremely high. It was active and divergent. From its opening position, the stock price did not fall but rose slowly due to the extreme volume-energy confrontation.

The trading situation on Pudong Jinqiao is similar to that of Shanghai-Hong Kong Group.

However, due to the drag on its Hong Kong stock price, its final stock price trend did not keep up with the Shanghai-Hong Kong Group, but followed the Lujiazui check.

Of course, at this stage, the two markets of Shanghai Stock Exchange and Shanghai Sanmao are not big.

The stocks that various funds are most optimistic about.

Within half a minute after the market opened, millions of energy was released, and then it quickly shrunk and continued to maintain a straight-line trend.

Seeing the performance of these core concept stocks of the 'Shanghai Free Trade Zone' after the market opened, Li Meng followed Su Yu's instructions to sell the stocks that had been opened, and said at the same time: "It seems... funds from all walks of life in the market, In pursuit of the main market trend of the 'Shanghai Free Trade Zone', Case is increasingly focusing on the core targets."

"That's the knockout round." Su Yu chuckled, "Eliminate the weak and keep the strong, and funds chase the main lines and individual stocks with the strongest money-making effect on the market. This is the nature of speculation guided by emotions."

"With this emotional guidance and capital chase..."

"Funds will increasingly concentrate on stocks with the best money-making effect, which means the strong will get stronger."

"Obviously, judging from the opening 10 minutes, various funds, among the four core concept stocks that have been launched, have chosen Shanghai-Hong Kong Group and Jinjiang Investment as new breakthroughs, while Lujiazui and Pudong Jinqiao have naturally They were eliminated and fell into an adjustment situation of emotional decline and insufficient relay funds.”

"Well, Jinjiang Investment has indeed stabilized." Li Meng nodded, "Shanghai-Hong Kong Group's capacity is too terrifying. It should be that various institutional funds that were not able to buy chips in the early stage are passively increasing their positions, right? "

Su Yu nodded slightly and said with a smile: "Maybe, if these two stocks don't collapse, the money-making effect of the 'Shanghai Free Trade Zone' will continue crazily, so...the differences in the market today, despite the However, the overall market activity and the upward pressure faced by each index are probably still smaller than in previous days."

"Oh, by the way..." Su Yu paused and then asked, "How is the position reduction going?"

"All the chips held by the Shanghai-Hong Kong Group here have been reduced." Li Meng replied, "However, one share of Shanghai Materials Trading has not moved, and Jinjiang Investment has reduced its chips by one-fifth, 30 million."

Following Su Yu's questions, other traders also answered the results after reducing their positions.

Within 15 minutes, amid the extremely abundant liquidity of several core concept stocks, the entire "Yuhang No. 1 Fund" position established on these stocks had all taken profits and withdrawn 598 million yuan.

And after taking profit and withdrawing funds...

At this moment, the overall account assets of the entire 'Yuhang No. 1' fund have reached 1.652 billion, the market value of positions is 1.021 billion, and the cash is 631 million; of the market value of more than 1 billion positions, Waigaoqiao's positions account for 230 million , the holdings of Shanghai Stock Exchange accounted for 235 million.

And after exactly two months of operation, by seizing the strong hype of the GEM's 'Pan Mobile Internet' and now the 'Shanghai Free Trade Zone', the fund's net value has reached 4.13 It can be said to be an extremely strong performance.

Of course, at this moment, the ‘Yuhang No. 1’ fund is operating in a state of completely closed information.

For this net worth performance...

Except for Su Yu and Li Meng who knew the overall operating status of the fund, even the other traders here who only had single sub-account trading permissions did not know.

"Okay!" Su Yu said after listening to everyone's reports, "The positions of Shanghai Stock Exchange and Jinjiang Investment that have not been reduced can wait a little longer. The other funds that have been withdrawn can be used according to the plan I mentioned before. Buy it, and add the GEM holdings you were responsible for in the early stage to above the 100 million capital position line."

At this moment, most of the active funds in the entire market are still concentrated on the core main line of the "Shanghai Free Trade Zone".

At this time, he used the profit-taking funds from the "Shanghai Free Trade Zone" to buy "Huaqingbao, Changqu Technology, Tianyu Information, Fenda Technology, Wangsu Technology, LeTV, Oriental Fortune...'The expectations for the outbreak of these industries and the performance growth expectations are still there, and after the outbreak of the main line of speculation of the 'Shanghai Free Trade Zone', they have been adjusted for more than half a month, and the adjustment range is generally between 30% and 40%. No one would compete with him for the popular concept stocks in the early stage.

And following Su Yu's instructions and the traders' actions...

Huaqingbao, Changqu Technology, Tianyu Information, Huake Financial, Fenda Technology, Wangsu Technology, LeTV, Oriental Fortune...these 'pan-mobile Internet' stocks, the market has changed one after another, and a large number of thousands-hand level Large order funds continue to accept selling and selling orders on these stocks, and even take the initiative to follow up and buy, pushing up the stock price and grabbing more liquid chips.