Rebirth of the investment era

"This scene is a little beyond expectations!"

Seeing the general high opening of stocks in the two cities, Li Meng said with emotion in the trading room of 'Yuhang Investment' Company: "Netspeed Technology, Fenda Technology, Changqu Technology, LeTV, Huayi Brothers...this batch The hot stocks all opened higher by more than 3%, and the rush for funds was quite obvious."

"A mobilization meeting should have some effect." Su Yu chuckled. There was no surprise at the two cities' overall high opening after the holiday. "Let's look at today's energy consumption situation. If the relevant core If the volume of sectors and core stocks cannot be further expanded, then the rebound will be over here.

The market has experienced repeated hype on the two lines of 'mobile Internet' and 'smartphone industry chain'.

nowadays……

The share prices of major core hot stocks have reached a high level that far exceeds their current fundamental expectations.

I saw that the stock price of Wangsu Technology has exceeded 108 yuan, and the market value has reached around 21.6 billion. Compared with the stock price at the beginning of the year, it has increased nearly 4 times. The stock price of Huaqingbao has reached 80 yuan, and the market value has reached more than 10 billion. Compared with the stock price at the beginning of the year, it is even more It has increased by about 6 times; the share price of Fenda Technology has also reached the 75 yuan mark, which is almost 6 times higher than the lowest price during the year; the share prices of LeTV and Huayi Brothers have rushed to more than 40 yuan, compared with the lowest price during the year. The stock price has almost quadrupled; other popular concept stocks such as Changqu Technology, Tianyu Information, Anjie Technology, Xinwei Communications... have also increased by more than twice during the year.

With such a high degree of hype, when emotions are hot and incremental funds can keep up,

Perhaps under the power of the trend, we can continue to speculate for a while.

But if the market volume can be enlarged again, it will be very difficult if there is no new off-market positive stimulation due to the accumulation of huge profits after continuous speculation.

"Even so far, the growth trend of these stocks has exceeded our previous expectations when investing." Li Meng said with satisfaction, "There is no regret in harvesting profits and exiting."

On these popular concept stocks, the company's main funds have made an average of two or three times profits.

It can be said that I made a lot of money.

At present, the investment expectations have been achieved, and there is no need to be greedy for the last period of profits.

Besides, according to her discussion with Su Yu two days ago, under the huge expectations of the market's IPO restart, the company's funds should also focus on the main concepts of securities, venture capital, etc. involving the restart of IPO.

"Having said that, if we want to take profit and exit the position here, we still have to pay attention to the methods and methods." Su Yu said, "After all, the situation should not be too ugly. The current position of our institution on the dragon and tiger list will have an impact on market sentiment. Before the market upward trend is completely reversed, even if we want to take profit and exit the position, it cannot be too drastic, and we must avoid the disclosure conditions of the Dragon and Tiger List, and we cannot expose our motives for exiting the position to the market in advance. .”

I just finished a meeting in Yanjing. If I turn around, I will openly smash the market and reap the rewards.

This kind of behavior deviates from the general direction hoped by the regulatory authorities, but it will plant many hidden dangers for the development of the company and his personal development.

After all, in the domestic market, no matter whether you are long or short, you must follow a policy that is in line with the general trend.

Otherwise, even if you make temporary profits in the market, you will be manipulated by regulators in the future of your investment career and will try every means to make you spit out your profits.

Therefore, even if you want to reduce your position, you cannot make a big splash at this time.

What's more, Su Yu's conceptual layout direction of 'IPO restart' has a positive relationship with market trends.

If he blatantly smashes the market here, relying on his own influence.

It interrupted the market's rebound trend in advance.

Then, maybe, the matter of restarting the market IPO will be shelved and delayed within the regulatory authorities, which will completely disrupt his strategic investment policy.

in other words……

At this time, if he blatantly smashes the market and goes out of the warehouse to harvest, what he will smash... is also his own market.

"If we want to deliberately avoid the disclosure conditions of the Dragon and Tiger List..." Li Mengmeng thought for a while and said, "Then according to our nearly 4 billion position, I am afraid that the time to completely exit the position and take profits will be much longer, at least it will take It may take a week to reduce our related positions in a total of 12 stocks on the two conceptual main lines of 'mobile Internet' and 'smartphone industry chain'."

"It doesn't matter!" Su Yu said, "Under the careful care and window guidance of the regulators, no matter it is institutions or hot money, the market smashing is not so fierce. In addition, the two "mobile Internet" and "smartphone industry chain" The long-term expectations are long-term expectations. Even if the short-term speculation is overdone, with the support of sufficient liquidity and hot sentiment, the stock price trend will not turn around so quickly. A time window of about a week to reduce positions is completely possible for us."

In Su Yu's opinion...

‘Mobile Internet’ and ‘smartphone industry chain’ are two core hot stocks that are the main lines of speculation.

These are not short-term speculation stocks relying on sudden good news. The vast majority of them are following a long-term upward speculation trend. For example, Hua Qingbao and Changqu Technology have risen all the way. Although they are dominated by hot money, they are all the same. Wave after wave, with the crests rising all the time.

Such trending stocks have formed an inherent inertia in the minds of retail investors who follow the trend.

It is believed that after the adjustment, there must be a new high.

Therefore, when such stocks reach their peak, it is often not a sharp peak. As for the main institutions in the market, as long as they don't be greedy for the last little profit, or fall into the inertial thinking of retail investors following the trend, thinking that the stock price can rise. Go to the sky, then... usually, there is enough playing time.

"Okay!" Li Meng nodded.

Immediately afterwards, the relevant precautions for reducing positions were immediately conveyed to all traders of the 'Yuhang No. 1' fund.

"Mr. Su..." After conveying the relevant precautions, Li Meng paused and asked, "While we are reducing our positions and taking profits in concept stocks on the two main lines of 'mobile Internet' and 'smartphone industry chain', Regarding the main concept stocks related to 'IPO restart', positions should also be opened simultaneously, right?"

Now, the amount of funds managed by the company is no longer the hundreds of millions it was a few months ago.

Faced with the frequent adjustments of billions of funds in and out, and the average turnover of the entire market of 100 billion, they need enough time to react whether they are opening or reducing their positions.

Therefore, in terms of investment layout, one must be one step ahead of the market.

"That's how it should be!" Su Yu nodded, "While reducing positions, building positions at the same time, maintaining the dynamic balance of positions, this is the best way to adjust positions."

"Where's the target?" Li Meng asked.

Su Yu thought for a while and said: "In terms of securities, choose the leading securities companies and the layout of securities companies with small circulation, such as Huaxin Securities, Huatong Securities and Orient Securities."

"In terms of financial sectors such as banking and insurance, choose to participate in or control stocks of venture capital companies."

"However, we must avoid the company Zhezhou Oriental here. After all, we have had contact with them before, and we must prevent suspicions of insider trading and stock price manipulation."

"Then the venture capital concept section..."

“It is better to focus on pure venture capital companies that have not been hyped by the market before, such as Zhangjiang High-tech, Shibei High-tech, Zijiang Enterprise, Dongfang Venture, Wanqi Enterprise, Fudan Fuhua, Tuozhong Shares, Luxin Venture capital... and a series of stocks, as well as direct equity participation in venture capital concept companies that are currently among the top 50 companies in the IPO queue to apply for listing."

Speaking of which...

Su Yu directly handed Li Meng the list of stocks that he had compiled after careful consideration, and continued: "Big financial concepts such as securities firms, banks, insurance, and venture capital concepts, a total of 32 stocks, you can follow these targets, Just distribute it to traders and let them slowly build positions.”

"Are the two funds building positions simultaneously?" Li Meng took the stock list from Su Yu's hand and asked.

Su Yu nodded and said, "Synchronize!"

"The way to build a position is to build a position in a balanced way?" Li Meng asked again.

"Let's build positions in echelons!" Su Yu thought for a while and said, "According to the 12 core stocks I drew, they will be built as the first echelon to build positions. In accordance with the principle of not causing violent fluctuations in the market and not exposing seats, priority is given to opening positions. 12, you can buy as many chips as you can within a week.”

"A week later, that is, after we initially completed the reduction of positions in the two main concept stocks of 'mobile Internet' and 'smartphone industry chain', we started to build balanced positions and buy 32 stocks, investing the funds we expected. Before the news of the market’s IPO resumption is announced, call them all in.”

"Okay, I understand!" Li Meng nodded again and began to quickly distribute tasks.

And this time...

While the two were talking, the time had crossed from 9:15 to 9:25. The two cities completed the collective bidding process and officially ushered in the opening of the market.

I saw that the Shanghai quotation was at 2318.26 points; the GEM quotation was at 1303.36 points.

The three major indexes, including the Shenzhen Stock Exchange Index, all opened higher by more than 0.5%, especially the ChiNext Index, which opened higher by 0.86%, demonstrating the hot investment sentiment in the market.

As for concept sectors, as well as individual stocks.

The two main lines of pre-holiday speculation, 'mobile Internet' and 'smartphone industry chain', are still in the opening stage, leading the gains in the two cities, especially many popular stocks in the two main lines, such as the rumored cooperation with Penguin to develop games. Hua Qingbao, as well as Changqu Technology, which has participated in the development of mobile games with sales exceeding RMB 10 million, and Fenda Technology, which has a revenue of RMB 100 billion and a market value in three years, has officially entered smart TVs, and will also enter smart TVs in the future. LeTV in the mobile phone market has both hit their respective record highs at this moment.