Rebirth of the investment era

I saw the stagnant disk flashing quickly, and then showing a comprehensive trend of opening higher.

In the direction of the Small and Medium-sized Board and GEM, related concept sectors in the two core lines of 'mobile Internet' and 'smartphone industry chain', such as 'mobile games', 'Apple concept', 'wearable devices', and 'Internet finance' All of them are at the forefront of the gains in the concept sectors of the two cities.

In the main board direction, real estate, infrastructure, large consumer sectors, and related concept sectors also performed well.

On the other hand, the 'securities and venture capital' fields, which are directly benefiting from the resumption of IPOs in the market, performed poorly and showed a slightly lower opening.

As for the weights of banks and two barrels of oil that were forcibly removed by Huijin and Huajin yesterday.

At this moment, it has opened a lot lower, and the major core weights have obvious sell-offs on the market. It seems that the funds that poured into these two areas for safety yesterday have a clear willingness to exit positions.

Of course, apart from the overall performance of the industry and concept sectors...

Yesterday, the two core hot stocks of 'mobile Internet' and 'smartphone industry chain', which saved the market index, were favored by Fortune Road, and were snatched by many major funds at the bottom, are now even more favored by various funds. Showing a sharply higher trend.

Among them, Fenda Technology opened higher than 7 points.

Huaqingbao, Changqu Technology, Huake Financial, Wangsu Technology, and Xinwei Communication all opened higher at around 5 points.

Seeing such an initial call auction opening scene, in the trading room of Zexi Investment in the Magic City, Zhou Kan couldn't help but secretly said that he was lucky, and said to Xu Xiang beside him: "Mr. Xu, it's too early for us to follow up quickly yesterday, otherwise ...Looking at this situation, on the two core lines of 'mobile Internet' and 'smartphone industry chain', the related popular stocks may not have good buying points today."

"Yeah!" Xu Xiang nodded and said, "Wealth Road has intensified the emotional changes in the market, resulting in increased market rotation and volatility. Under this situation, if we are still as hesitant as before, It will indeed be a lot more passive. With the support and leadership of this capital, the two lines of 'mobile Internet' and 'smartphone industry chain' will inevitably see a second wave of market trends."

"Then we...will continue to increase our positions?" Zhou Kan paused and asked.

Xu Xiang stared at the market that was changing in real time, pondered for a while, and replied: "Yesterday Fortune Road entered such a large amount, it must be preparing for a stage market. In addition, there was a lot of funds yesterday, and in this direction, all I hesitated and did not keep up, so... the follow-up undertaking in this field will not be bad, nor will it be a short-term market of one or two days. Although we followed up in time yesterday, we did not get many chips. , it is feasible to continue to increase positions and follow up at this time.”

"but……"

Xu Xiang paused and then said: "Although the plan to increase the position is feasible, there is no need to rush at this moment. There is no need to rush for funds during the collective bidding stage."

"Yesterday's market amplitude was too large, and the profit margins for funds hunting for the day's dips are also quite generous."

"For example, for checks like Fenda Technology, Huaqingbao, Changqu Technology, and Wangsu Technology, the funds that were bought at the bottom of the limit yesterday were more than 20% profit!"

"Most of the other popular concept stocks on the small and medium-sized board and GEM also had a 10% rebound range yesterday."

"This has resulted in the current profit margin on the market, which is actually quite a lot."

"In addition, today's market is opening high, then...this part of the profit potential is huge, but the bottom-hunting funds are not particularly confident about the market outlook, and they will inevitably have strong thoughts of taking profits. In this way...after the market opens, as long as If the market trends and sentiments are slightly worse than expected, all the profitable chips will be thrown away.”

"That is to say..."

"With the generally large amplitude of yesterday's index and individual stocks."

"If the market opens higher today, there will inevitably be a violent plunge to clear out the profits from yesterday's dip."

"Because this wave of profit-taking is not cleared, the pressure for the index to continue to rise will only be greater."

"And I predict that this wave of diving after the opening is an excellent buying point to increase positions."

"Of course, as the core focus of the market and the most liquid, the two most popular stocks on the main lines of 'mobile Internet' and 'smartphone industry chain' may not dive too deeply, but buying at that time is far more expensive than Now, it is better to chase high prices in call auctions, and usually when the market dives, you can also take on more chips.”

"After the market opens, will there be a rapid dive?" Zhou Kan was slightly startled after hearing Xu Xiang's analysis.

Xu Xiang stared at the two markets that were still rising, nodded very confidently, and said: "Market trading, to put it bluntly, is a game of human nature. The market amplitude was so large yesterday, there were many investors who made huge profits, and in Among the broad group of market investors, there are quite a few investors who want to take profits after making a little money. In extreme market conditions, if a golden needle cannot find the bottom, there will inevitably be a second confirmation."

"Only after the bottom support was confirmed for the second time, the market reversed again."

"Only in the minds of investors will they have firm confidence and expectations to do long, and the market will be able to move more easily in the subsequent trend."

"I understand!" A hint of realization came to Zhou Kan's mind.

"So, wait patiently!" Xu Xiang smiled and said, "Instead of buying yesterday's bottom, investors who have a lot of chips in their hands, but do not have strong confidence in holding shares, and have a strong willingness to take profits, are lured out. The main funds that are smart in the market will generally not forcefully pull the funds, not to mention... currently, the two core main lines of 'mobile Internet' and 'smartphone industry chain' are controlled by the extremely smart funds of 'Fortune Road' , Mr. Su will not understand the principle of 'washing the market before pulling the market'."

While the two were talking, just five minutes passed.

The market trading time passed 9:20 and entered the real call auction stage where orders cannot be canceled.

I saw that the overall collective auction price situation in the two cities was not significantly different from that before 9:20. It was still generally higher. The only slight difference... was the 'mobile Internet' and 'smartphone industry chain'. For the related concept sectors of the two main lines, as well as the core popular stocks, the call auction opening range was slightly higher than before, and the market began to increase significantly.

"This high opening is slightly beyond expectations!"

After seeing that the performance of the real call auction stage of the two cities was much stronger than before when there were a large number of false pending orders, at this moment in the Shenzhen Stock Exchange, Xiniu Fund Company, in the internal trading room, General Manager Liu Xin stared at the trading room. Looking at the market conditions on the screen, I couldn't help but sigh: "The seat premium on 'Fortune Road' has become so strong that it can affect the collective bidding of the entire market?"

Last night, and early today, there were no obvious major positives in the market.

According to his understanding, after the market plummeted across the board yesterday and the index showed great amplitude throughout the day, it is impossible for there to be an obvious higher opening today.

However, the results of market trends are always beyond his expectations.

“Yesterday, Fortune Road’s performance on the Dragon and Tiger list was indeed very eye-catching and shocking.” Next to Liu Xin, fund manager Fang Xinsheng said, “But the premium of Fortune Road’s seats alone can affect today’s market opening high. , it is still unlikely. I think it is mainly due to yesterday’s market trend. The overall pessimistic mood has recovered. In addition, regulators have said that they will curb the financing scale of corporate listings in the early stage of the IPO restart, which makes everyone more optimistic about the IPO restart. We are no longer so fearful and have changed our expectations again, which is why the market opened sharply higher today.”

"Then do you think... today's market can open up a new situation and stabilize?" Liu Xin asked, "Yesterday's move of buying bottoms and increasing positions, looking at it now, is indeed very wise."

Fang Xinsheng stared at the changing market, pondered for a moment, and replied: "It is uncertain whether the trend of holding high and hitting high can be realized, but in the next two or three days, yesterday's GEM, small and medium-sized boards, and the huge gap where the Shanghai stock index jumped short and opened low, It should be able to make up for it, and... no matter how the index goes, the following two main lines of 'mobile Internet' and 'smartphone industry chain' should not be any worse."

"After all, Fortune Road has invested billions of dollars in this field."

"Let's not talk about the large amount of funds that will follow his seat and follow suit. Let's talk about the funds that have lost their chips before. The investment sentiment in the market has generally recovered, major bad news has landed, and the future expectations of these two main lines are still increasing. Under such circumstances, the chips will be recovered with a high probability.”

"Just these influences..."

“There will be no shortage of funding in these two main areas.”

“There is no shortage of funds to undertake, and if we have expectations and emotions, we will definitely be able to get out of a new round of market conditions.”

Having said this, Fang Xinsheng paused and said: "So, I want to continue to increase my position. Fortune Road is an excellent opponent, but at the same time, it is also a force that we can rely on and use. He has a large number of positions on the Dragon and Tiger List." Buying, revealing the main direction of attack and positions, has actually created momentum for everyone and set up a stage for speculation.”

"Okay!" Liu Xin nodded, "You make the decision on the transaction."

He thinks that he is far inferior to Fang Xinsheng in market analysis, market conditions, and opportunity grasping. Therefore, even if he sometimes has different opinions, he will not interfere with Fang Xinsheng's trading decisions. Of course... the other party is usually in Before making a trading decision, I would also tell him symbolically, which made him very satisfied.

"Okay!" Fang Xinsheng responded and began to issue instructions to the traders.

Immediately afterwards, the traders who received the order began to "Mobile Internet" and "Smartphone Industry Chain" such as "Funda Technology, Huaqingbao, Changqu Technology, Wangsu Technology, Tianyu Information" and so on. Place orders for popular stocks on major core lines and compete for funds in call auctions.

Unlike Xu Xiang who wants to wait for a better place to buy...

Fang Xinsheng feels that since the general direction is right and there is still a chance for the market to rise significantly, the short-term cost gap is not that important.

At the same time, he was also worried if he continued to hesitate.

After the market opens, if the market really goes high and does not pull back, then it will be even more uneconomical to pursue higher prices later.

After all, yesterday, Fortune Road was frantically bargain-hunting at the bottom and buying regardless of the cost. This had taught him a profound lesson, allowing him to understand that in the face of big opportunities, he must know how to make choices and learn to be decisive.

And at the same time...

Yanjing, inside the Anlan Fund, in the trading room.

Xie Wanting paid attention to the market and saw that "Funda Technology, Wangsu Technology, Huaqingbao, Changqu Technology" and other "mobile Internet" and "smartphone industry chain" main line popular stocks were getting stronger and stronger in the call auction. , apart from being slightly surprised, he was also very happy inside, and said happily: "Teacher, this round, we have finally caught up. Look at this situation, the two main market trends of 'mobile Internet' and 'smartphone industry chain', The adjustment should be over and it has once again become an area where the main funds in the market focus and speculate."

"Haha..." Zhou Guohua, who was standing behind Xie Wanting, laughed softly. He also admired his apprentice's precise bargain hunting operation. He nodded and said, "It seems that you are interested in the 'Wealth Road' capital." , the research is indeed thorough enough, yes, great progress has been made!”

"Thank you for the compliment, teacher." Xie Wanting said with a smile, "Today's market should have made up for yesterday's short jump, right?"

Zhou Guohua stared at the call auction situation in the two cities that continued to strengthen. He pondered for a few seconds before replying: "It's hard to say that the golden needle pulled back too sharply yesterday, and the accumulated short-term profits are quite a lot. "The market opened so high today, I'm afraid it will have to bottom out a second time to digest it before the index can really rise."

"Moreover, the Shanghai Stock Exchange Index held up strongly yesterday..."

"Today, the sentiment has improved. Huijin and Joaquin will definitely not protect the market anymore. When banks and two barrels of oil are obviously going to make corrections to make up for their losses, I am afraid that the Shanghai Stock Exchange Index will not look good today, and if the Shanghai Stock Index does not look good, it will Restricting the further fermentation of bullish sentiment in the market, there is still uncertainty as to whether the index can truly stabilize, and we cannot be too optimistic!"

"Of course, the two main lines of 'mobile Internet' and 'smartphone industry chain' should be finished adjusting."

“Coupled with the influence of Fortune Road’s multi-billion-dollar increase in positions.”

"Even if the index fluctuates here, these two main lines should be able to move out of relatively strong and independent markets, so... we don't need to worry too much."

"Yes!" Xie Wanting responded, thinking about the teacher's words and remaining silent for a while.

As she pondered, at this time, the time had passed by 9:25, the collective bidding in the two cities ended, and the fierce trading market entered a brief suspension stage again.

After a 10-minute collective bidding process...

In the end, the Shanghai Stock Exchange Index opened slightly lower at a decline of 0.35%; the Small and Medium Enterprises Index and the ChiNext Index were fixed at an increase of 0.68% and 0.89%, which were considered to open significantly higher than the Shanghai Stock Exchange Index; the Shenzhen Stock Exchange Index opened at 0.42 % increase is not particularly strong, but it is not weak either.

In addition to indexes, industry sectors, concept sectors, and popular stocks.

Concept sections related to the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain', such as 'Mobile Games', 'Internet Finance', 'Wearable Devices', 'Apple Concept', 'Network Security', and 'Mobile Payment' Concept sectors such as IPO, etc. are all at the forefront of the gains in the two cities, and the main funds in the sector have shown a net inflow. During the collective bidding stage, funds from all walks of life are competing for funds in this field, which is relatively obvious.

Industry fields such as infrastructure, real estate, automobiles, and white goods consumption, as well as related concept sectors.

The performance was relatively stable, opening slightly higher, which was lower than the gains of the Shenzhen Stock Exchange Index, the Small and Medium Enterprises Index and the ChiNext Index, but was much stronger than the opening performance of the Shanghai Stock Exchange Index.

Securities, venture capital related industries, and their concept sections.

It did not receive obvious attention from the main funds and opened slightly lower, showing the same level as the Shanghai Stock Index.

Then, the banking and petrochemical sectors, which strongly supported the index yesterday, opened sharply lower today, obviously making up for the decline. Related core stocks, such as the four major banks, two barrels of oil and other major trillion-dollar market capitalization stocks in the two cities, were on the market. There has been a net outflow of funds.

However, although these two major weighted sectors opened sharply lower, they were not the leading sectors in the two cities.

In the entire call auction, the weakest performance was still the 'restructuring and backdoor' related industries that were directly hit by the 'market IPO restart', and its conceptual sector. Among them, the ST sector led the market decline, and more than 6 stocks in the sector were still suppressed. Die at the limit, without any major funds paying attention, and limitless.

Popular stocks that have received high attention from market investors...

Fenda Technology opened higher by 7.22%, Huaqingbao and Changqu Technology maintained a high opening range of about 5%, Internet Speed ​​Technology opened higher by 4.12%, LeTV, Huayi Brothers, Tianyu Information, Huake Financial, Oriental Fortune, Shanghai City Steel Federation and other votes opened higher by about 2%.

Generally speaking, the entire collective bidding stage.

The core main funds in the market, as well as many active funds, are basically completely focused on the two core main lines of 'mobile Internet' and 'smartphone industry chain', and especially focused on Wealth Road. On the Dragon and Tiger List yesterday, the various stocks bought Large related stocks are on the market.

Seeing such an opening situation, the majority of retail investors in the market are naturally excited and excited.

After all, the Small and Medium-sized Board and the Growth Enterprise Market are the places where small and medium-sized stocks fully reflect market sentiment and where retail investors gather. As for the Shanghai Stock Exchange Index... in everyone's mind, this index has long been distorted. As long as there is no sharp drop or surge, it will have a negative impact on the overall market situation. Due to the large siphon effect, everyone is too lazy to pay attention to the rise and fall of this index.

"To make up for the gap, we will definitely be able to make up the gap today, right?"

During the short trading halt from 9:25 to 9:30, some retail investors yelled on the intensely discussed online stock trading forum.

"The bottom has been found, it's a profit, it's time to turn around, you must turn around!"

"With the blessing of Fortune Road, the kings of the two main lines of 'mobile Internet' and 'smartphone industry chain' have returned. It is simply impossible for the small and medium-sized board and the GEM to reverse the package. Just watch... Today is definitely a big positive line that is held high. !”

"All the 'Fortune Road' concept stocks opened higher. This formation... is really shocking at first glance."

“Indeed, it’s so impressive...it’s simply beyond the reach of other people in the market!”

"This is a Fortune Road seat, and it deserves a premium. After all, there are too many funds following the Fortune Road trend. You, I, and everyone are grabbing it. It is simply impossible not to open higher."

“Only rob if you can make money. Who will rob if you don’t make money?”

"I'm just grabbing it because I want to make money. Of course... this is also the reason why everyone is crazy about the Fortune Road seats."

"The fact that the market can open so much higher today is not entirely due to the influence of Fortune Road's seats, right? It is mainly because after the regulatory explanation, everyone's fear of the IPO restart has reduced. After this fear has weakened, market sentiment and market conditions have Naturally, there will be a repair process, after all, the previous market reaction was obviously excessive."

“Anyway, it’s time to increase your position at this time!”

"It's necessary! We have already caught up with Fenda Technology. This check will definitely be the core leader of the main attack this round."

"I also pursued Fenda Technology. I was worried that the check would hit the daily limit today. Fortunately, fortunately...it gave me a chance to buy."

"Damn, I bought Hua Commercial Bank yesterday as a hedge. I originally thought that I could safely follow the 'national team' to protect the market and make a wave of profits. I didn't expect that this place turned out to be a huge pit. Not only did I not get any profits, I also lost a lot of money. "Young master, you also missed the great bargain-hunting opportunity yesterday, it's just... Is it still too late to leave China Commercial Bank and pursue Fenda Technology?"

"It should be in time! As long as you can buy it, you can probably eat meat. After all, Wealth Road has no habit or precedent of smashing the market every other day, and the market has just bottomed out. The two "mobile Internet" and "smartphone industry chain" The main line has just gathered popularity and shown a strong rebound. The market in this field should not end so soon."

"Chasing is afraid of missing out. The more you hesitate, the more you regret!"

"With Wealth Road in the market, there is really nothing to be afraid of. Moreover... the index has fallen sharply for four or five days in a row. According to the probability, it should rise."

"The GEM has corrected its losses of nearly 15 points in one breath, and the core popular stocks on the two main lines of 'mobile Internet' and 'smartphone industry chain' have generally adjusted their losses of 30 or 40 points in one breath, and even more Many votes were directly cut in half. With such a level of decline, shouldn’t there be a decent rebound?”

"We have taken a heavy position in the road to wealth. If you hesitate at this time, you really... deserve to lose your life in making money."

"What I didn't say, follow up with full warehouse!"

"Yes, follow up with a full position. If the GEM index does not reach a new high, I will not leave the position."

Amid the excitement or excitement of the discussion, five minutes passed, and at 9:30, the market ushered in the official bidding and trading session.

At this time, I saw the market started to beat again.

Yuhang, inside Yuhang Investment, in the trading room, Li Meng was about to give the traders instructions to continue buying, but was suddenly stopped by Su Yu.

"Don't buy it?" Li Meng turned his head and looked at Su Yu in surprise.

Su Yu smiled and said: "It's not that I don't want to buy, I still increase my position to the 50% position level as planned. It's just that the time to buy in large quantities... can be slowed down."

"Slow it down?" Li Meng was very puzzled. "The bullish sentiment in the market feels that it is recovering overall, and there is a strong willingness to accept funds from all walks of life. There is also a lot of hope for the index to open higher. If you wait a little longer, it will not be a cost to increase positions." Is it higher?”

Su Yu smiled and did not answer, but asked Li Meng to pay attention to the changes in the market.

Li Meng turned his gaze back to the market.

After the market rose rapidly for a few minutes, the selling began to become heavy. However, when the market's main funds were willing to take over the selling, not only did they not continue to increase the volume, but they retreated.

"Eh...that's not right!"

When she found that the offensive power on the market was insufficient and the market was far from as optimistic as she thought.

At 9:35, the trading market for major popular stocks in the two cities suddenly stopped, and the stock prices plummeted. In the process of the stock price falling, active selling became more and more intense.

At 9:36, as the stock prices of many popular stocks plummeted, several major indexes also began to turn downward.

At 9:37, as the index was driven into a dive, a large number of active selling began to occur in all industry sectors and concept sectors in the two cities.

At 9:38, all popular concept sectors and popular stocks were suppressed by selling orders.

At 9:39, with selling orders emerging in an endless stream and quite eagerly, the index and individual stocks began to plummet rapidly.

At 9:40, the small and medium-sized index and the ChiNext Index fell back to close to flat. The Shanghai Index's decline expanded to 1%. The Shenzhen Index turned from red to green, and the decline expanded to about 0.45%. Not only did several major indexes fail to maintain high openings, Instead, the trend of the move swallowed up all the opening gains and turned around and went straight to the bottom. The vast majority of investors in the market were stunned and completely incomprehensible.

At 9:41, the small and medium-sized market index and the GEM index turned green. At the opening of the market, they were full of enthusiasm and confidence. They were full of positions and were chasing after the trend. In an instant, they felt as if their hearts were being poured out. With a basin of cold water, my fiery heart gradually cooled down and became extremely anxious.

At 9:42, after all the major indexes turned green, the decline was still widening. The newly rising market confidence showed signs of collapse under this sharp drop, and panic began to heat up again. The market took over Funds also obviously became more hesitant at this time.

At 9:43, the small and medium-sized index and the GEM index accelerated their sharp decline, with the declines exceeding 1%.

"What's going on?" Seeing the market trend like this, Li Meng's heart raised in his throat, "Why did the good market sentiment suddenly collapse again?"

Su Yu watched the market changes on the computer screen and smiled, his expression unchanged from before, and replied: "Yesterday's market amplitude was too large, too many short-term profits were accumulated, and today's market is too high. It is difficult for funds that follow the trend to intervene. After the market opens, the index continues to forcibly rise, and the main funds are unwilling to chase the high and take over. Naturally, there will be a lack of ability to take over, and the index will turn around and dive."

"And the index plummeted..."

"The short-term profit-taking chips accumulated yesterday, when the confidence in holding positions is insufficient, naturally they swarm to take profit and smash the market."

"This is natural profit taking and market self-regulation."

"It is much better to make a killing here and wash the chips than to accumulate more profits and then wash the chips after a forced upward attack. At the same time, it can also consolidate the support of this position and strengthen the market investors' future prospects. There is nothing wrong with inertial thinking in this position.”

While Su Yu was talking.

At 9:44, the ChiNext Index and the Small and Medium Enterprises Index had already reached a 1.5% decline, while the Shanghai Stock Exchange Index had already fallen more than 2%, and was less than 10 points away from the low point of yesterday's market crash. The gap is close, and both the Shanghai Stock Exchange Index and the GEM Index have now lost the important points of 2300 and 1200 points. The overall situation of the two cities looks... extremely scary.

At 9:45, the Shanghai stock index's decline expanded to 2.5%, breaking through yesterday's intraday low and setting a new adjustment low, while the GEM index also fell close to 2%. At the same time... of all industries and concept sectors in the two cities, only 'mobile Internet', The three major concept sectors of 'mobile games', 'Apple concept', and 'Internet finance' related to the two main lines of 'smartphone industry chain' still maintain a slightly red trend, while other concept sectors have all turned green.

"The Shanghai Composite Index has reached a new low!" Li Meng said in surprise, "If you don't know the ChiNext or the Small and Medium Enterprises Market, it will still reach near yesterday's low, right?"

Su Yu did not reply, but stared at the energy that had begun to increase rapidly again, paused for a while, and then said: "This is it, it's almost there. If you go further down... there will be almost no profit chips. Buy it. Buy... put all the pre-increased funds at this moment according to the trading plan we made before!