Rebirth of the investment era

"The style seems to have changed significantly."

Seeing the market changes in the two cities that have entered the real call auction of irrevocable orders, Li Meng said: "Funds are further flowing into oversold mid- and small-cap stocks, 'restructuring backdoor', 'ST sector', 'mobile games' , 'Film and Television Media' and many other concept sectors that were hotly speculated yesterday have all shown a strong collective bidding state today. I am afraid that the market... will shift into an obviously consistent acceleration state."

"And Rongshun Co., Ltd., Hilong Software, and Far East Co., Ltd. all have one-word boards."

"Other shell resource concept stocks such as Haoningda, Weihua Stock, Zhenghe Stock, Lianxin Yongyi, Tianrui Instruments, and Shenlaida have also opened sharply higher. I'm afraid we won't have any opportunities to buy chips significantly."

"Well!" Su Yu heard Li Meng's voice and responded, "Indeed, the emotions of this line have fermented much faster than I thought. Don't worry about Rongshun Shares, Hilong Software, and Far East Shares that are trading at their daily limit. Others , such as Haoningda, Weihua Stock, Zhenghe Stock, Lianxin Yongyi, Tianrui Instruments, Sunlaida... As long as you can buy chips, you can still buy these tickets, but our previous strategic expectations will Reduced."

After the announcement of the trading suspension of Century Huatong's stock last night, the market's sentiment on the hype theme of "reorganization and backdoor" has accelerated significantly.

The number of chips they originally planned to open a position changed when such emotions changed.

It is no longer possible to achieve.

Therefore, both the number of chips for building a position and profit expectations have to be reduced.

"Okay." Li Meng responded, paused, and then said, "As for the 'pan-mobile Internet' line, I think we should also speed up the pace of increasing positions, because looking at the related concept sectors and its many core There seems to be signs of strong capital intervention on the stock market.”

"Okay!" Su Yu nodded, "The speed of the change in market sentiment has exceeded our expectations, but the direction of the market change is still in line with our expectations. Since there are "reorganization backdoor" and GEM "mobile Internet", On the two major hype themes, market sentiment is accelerating, so naturally our layout must also speed up."

When the market direction changes and it is clear.

In the market, once consistent emotional expectations are formed, the market will only accelerate.

Therefore, if they do not keep up and change their strategies in time, the cost of chips for subsequent increase in positions will only get higher and higher.

Following Su Yu's instructions, Li Meng and other traders in the trading room immediately began to place purchase orders on many target stocks without waiting for the call auction to end.

Immediately afterwards, at 9:25, the collective bidding in the two cities ended.

The Shanghai Stock Exchange Index opened 0.21% higher, the Shenzhen Stock Exchange Index opened 0.49% higher, and the ChiNext Index opened 0.76% higher. The overall trading volume was slightly smaller than yesterday.

Concept section.

Reorganization concept sector, mobile game concept sector, and film and television media concept sector led the gains; ST sector, Apple mobile phone industry chain concept sector, and wearable device concept sector followed closely behind; each sector opened higher by more than 0.8%, outperforming On the GEM Index, the signs of funds actively attacking to raise funds are very obvious.

On the contrary...the concept sectors related to the "Shanghai Free Trade Zone" continued to adjust and opened lower.

Among them, real estate, finance, ports, trade, logistics and other industry sectors all opened lower by more than 0.3%, leading the market in decline.

In terms of popular stocks...

Rongshun Shares, Hilong Software, Far East Shares, and Xinwei Group have shrunk to daily limit; Huaqingbao and Changqu Technology, two 'mobile game' stocks, have opened higher by around 4%; LeTV and Huayi The two core stocks of the brother's 'film and television media' concept sector opened higher by about 2%; Waigaoqiao and Shanghai-Hong Kong Group opened lower by about 3.5%. The Shanghai Stock Exchange continued to fall by the daily limit, and the closed orders were still at 150,000. Hands and above.

other……

Anxin Trust opened 3% lower, Shanghai Steel Union opened 2.8% lower, Fenda Technology and Internet Speed ​​Technology opened 1% higher.

All in all, through the entire call auction, the context of the attack by active funds in the market has been fully shifting towards mid- and small-cap stocks and towards the GEM. The weights of finance, infrastructure, black cycle, non-ferrous metals, and consumption in the direction of the main board The sector is still in the doldrums, and stocks related to the concept of the 'Shanghai Free Trade Zone', especially the core stocks that have been adjusted at high levels, are still showing signs of collapse.

"The market style has changed. Fortunately, we adjusted our strategy in a timely manner."

Seeing such an opening scene, Yuhang, Jingda Investment's internal trading room, Gu Chijiang said with emotion: "After the Shanghai Stock Exchange peaked on Friday, up to now, it has directly cut three one-word price limits. It's really tragic... Lao Lin, luckily you were smart this time and caught up with the hype of 'restructuring and backdooring'. Otherwise, we would have had nothing in sight. You are right. Since we cannot change the investment ecology of the market, we can only follow. .”

"It's a pity that this line started too quickly, and our time to adjust positions was too short, so we didn't get many chips at all." Lin Tingzong, who has been promoted from Team Leader Lin to Manager Lin, said with some regret, "Now the emotional expectations of this line have already It has become consistent, and it is basically impossible for us to get cheap chips in the future.”

"Yes!" Gu Chijiang nodded, "Xinwei Group successfully backdoored Huachuang Information Testing to go public, Ancai Paper took advantage of Kumho Group, Century Huatong acquired Tianyou Software and Qikul Network... this Numerous 'reorganizations and mergers' incidents have stimulated the market again and again. How can we not make everyone think that there are huge profit opportunities here?"

"In addition, the current market is in the IPO pause stage."

“If many companies want to land in A-shares, the only way is restructuring and backdooring.”

"Coupled with the fact that the current market has been in a bear market for several years, the market value of these shell resource stocks in the market has generally fallen below the 1 billion mark."

"In order to go public, we paid less than 1 billion."

"With IPOs suspended, I believe many large group companies that are eager to go public and raise funds are willing."

"The logic here... After listening to what you said, I thought about it carefully and realized that, sure enough... the funds of Fortune Road, the boy named Su from 'Yuhang Investment', although he is not old, he has no foundation." He is very deep and doesn’t have many connections, but his ability to detect opportunities and his decisiveness in taking action are really admirable.”

Although he is not very good at the hype of market concepts, the logic chain of hype it follows, and the use of emotions, it does not prevent him from being extremely optimistic about the hype theme of 'restructuring and backdooring' at this moment, and even taking a heavy position. A determination to gamble.

Lin Tingzong nodded and said: "Fortune Road was indeed too quick to make a move. No one in the entire market could have imagined that after he sold out the main chips of the 'Shanghai Free Trade Zone' line, he could... so quickly..." Quickly cut into the line of 'reorganization and backdoor', and still occupy the dominant position in the hype of this line."

"But actually, think about it the other way around..."

“It is precisely because of Fortune Road’s participation that this main line of speculation has been given vitality.”

"It's because of the main line of speculation that there is an opportunity for the market to continue."

"Our capital is not particularly large, so we don't need to dominate the market. We can make very generous profits by just following the trend and speculating."

"Although Fortune Road is our opponent in a sense, I think... as long as we follow the trend of this fund, we can make money and quickly recover the net value loss of our fund, which is to stand on the right trend. If you win, then it doesn’t matter. After all, the only thing that determines the success or failure of a transaction is the final profit or not, and nothing else matters.”

As the saying goes, no matter it is a black cat or a white cat, as long as it can bite mice, it is a good cat.

Lin Tingzong believes that in the financial trading market, nothing is necessarily correct, and there is no fixed opponent. As long as it can make a profit, no matter what trading principles are followed, it is correct.

"Okay!" Seeing his ability to improve his opponents, Gu Chijiang was not angry for a moment. He smiled and said, "Indeed, in the financial market, the ability to make money is the essence, and everything else is illusory. As long as you can quickly If you want to make money, it doesn’t really matter what stocks you buy and whether you follow the trend or not.”

"alright……"

"According to your idea, what will we do next...?"

Lin Tingzong looked at the time and saw that it was almost the time for the official transaction. He pondered for a moment and said quickly: "From the perspective of the entire collective bidding process, the style of the entire market has obviously changed from the previous situation of strong Shanghai and deep weak. It has become a situation where Shanghai is weak and deep is strong.”

"But Shanghai is weak and deep is strong..."

"This means that the market's impact is all on mid- and small-cap stocks."

"I predict that the concept of 'backdoor restructuring' and the 'oversold rebound' market brought about by the spread of this concept will perform well in the future, with at least leading stocks rising by 50%, secondary concept stocks, and ordinary marginal concepts. It is entirely possible for the stock to rise by 20 to 30 percent."

"There is also the core concept of 'mobile games' in the GEM direction."

"The concept of Fortune Road Attack is by no means aimless and deserves special attention."

"So, my suggestion is... Next, we continue to adjust the composition of our positions, net out the core weight of the main board and all the chips on the 'Shanghai Free Trade Zone' line, and take heavy positions to attack the conceptual hype theme of 'restructuring and backdooring'. As well as increasing the holdings in the two major sectors of GEM, 'Mobile Games' and 'Film and Television Media'."

"As for the target, in terms of mobile games, Hua Qingbao and Changqu Technology, which Fortune Road invested in, are still the strongest. Regardless of fundamentals and future expectations, and even the performance in the third and fourth quarters, there has been a huge improvement. And coupled with the concept of 'Wealth Road', retail investors' pursuit of it will not be low."

"In terms of film and television media, LeTV and Huayi Brothers have obviously taken the lead."

"Although these two checks have already increased two or three times in the past, there is still room for future expectations, and as LeTV is the only video network platform company listed on the A-share market, I think with the in-depth development of the Internet, As the number of Internet users in our country further increases, the space for development is still very broad, and... I heard that within the group, there are already ideas for external development."

From the beginning of the year to now, he has actually been relatively optimistic about LeTV.

Before that, he had also advised Gu Chijiang to take a heavy position in this stock, but unfortunately Gu Chijiang had not listened much before.

"As for the targets on the 'backdoor reorganization' line, Rongshun Co., Ltd., Hilong Software, and Far East Co., Ltd. are definitely in the first echelon. However, the popularity of these checks has been completely stirred up, and there is a lot of money to be raised. , we have no chance to buy on a large scale, and when they clearly diverge, I’m afraid it’s often the top again.”

"So, under relative conditions, we can only lay out those relatively secondary shell resource stocks and related concept stocks with restructuring advantages, and we must diversify the investment, buy in large-scale diversification, and then rely on the stock's performance With the line of restructuring and backdooring being constantly hyped, we will gradually eliminate the weak points and retain the strong ones."

"In short, I think we need to decisively invest funds into a few clear hot spots of speculation."

"Complete the decision to adjust positions and exchange shares as quickly as possible."

“Then, we will make detailed adjustments as the market gradually evolves and advances.”

"Get in the car first, make decisions later, right?" Gu Chijiang heard what Lin Tingzong meant and said with a smile, "We were too hesitant before and it was difficult to seize the opportunity when it came. Now... we really can't make the same mistakes again. , buy it! According to what you said, within one day, we will invest all the funds we can use into the few hot spots you mentioned, and then slowly and slightly adjust the weight of individual stock positions according to changes in the market."

"Yeah!" Lin Tingzong responded.

Afterwards, he immediately ordered all traders in the trading room to carry out comprehensive position adjustment transactions according to his instructions.

At this moment, 9:30 came, and the two markets, which had been temporarily suspended, resumed trading.

I saw that among the strong concepts such as 'restructuring backdoor', 'mobile games', 'film and television media', and 'oversold rebound', popular concept stocks immediately received follow-up orders from large purchases, such as Haoningda, Weihua Co., Ltd., Zhenghe Co., Ltd., Lianxin Yongyi, Tianrui Instruments, Guangli Media, Wasu Media, Huayi Jiaxin, Meisheng Culture, Yaoji Technology, LeTV, Huayi Brothers, Huaqingbao, Changqu Technology... ... and other stocks all showed a straight rise at the beginning of the market.

Then, right after...

In less than three minutes, the two stocks of 'mobile games', namely Huaqingbao and Changqu Technology, quickly rushed to raise funds with five consecutive large orders of 10,000 lots without any major positive support. It directly hit the daily limit price and was directly blocked by hundreds of millions of funds.

"this……"

Li Meng was stunned in the trading room when he saw Huaqingbao and Changqu Technology closing their boards in a flash, and Yuhang Investment.

When Su Yu saw such a scene, he was also surprised when he saw that he had just placed an order, but before he could continue to increase his position, he had lost the opportunity to buy, and that the buying channel was completely blocked by other main funds!