Rebirth of the investment era

At 9:58, after the "Internet Finance" riot across the board, the "mobile game" concept sector also turned red, driven by the influx of bargain-hunting funds, with the leading stock Huaqingbao rising straight up.

At 10:01, the ‘film and television media’ sector went riot, led by LeTV, followed by Huayi Brothers and Guangxian Media.

At 10:04, ‘Mobile Internet Services’ concept stocks and 4G concept stocks rebounded strongly, quickly recouping their early losses, and began to rise in the red.

At 10:07, electronic stocks changed, and Fenda Technology turned red.

At 10:10, the GEM Index's decline retracted to within 0.3%, regaining the 1010 point, and on the K-line chart, there was a red K-line with a golden needle bottoming out.

At 10:15, the GEM index turned red, with the index reaching above 1017 points.

At 10:21, Tianyu Information reached its daily limit, with the stock price quoted at 38.76 yuan, less than one daily limit away from the previous high of 40 yuan.

At 10:27, Great Wisdom hit the daily limit. Within the entire 'Internet Finance' concept sector, the number of non-profit-driven natural changes in hands reached three stocks, and the number of stocks with an increase of more than 5% increased from zero at the beginning of the market to seven. above.

Su Yu looked at the completely reversed market trends in the two markets...

Realizing that the Shanghai Steel Federation has become the emotional leading ticket that stimulates the market conditions of the two cities and "riding alone as the savior", he also knows that he is sealed on the daily limit of the Shanghai Steel Federation. It is impossible to buy orders exceeding 10,000 lots. What chips have been obtained?

So he immediately canceled about 7,000 orders, leaving 5,000 daily limit orders.

Then the funds of the 7,000 orders that were withdrawn were reinvested into the core stocks of the concept of "mobile Internet services", that is, the Internet speed technology market was frantically absorbing funds and skyrocketing.

And as he scrambles for Internet speed technology.

In less than ten minutes, the stock price of this stock, which is dominated by institutions and whose liquidity has been greatly reduced, was bought up to the daily limit by crazy funds. The stock price was reported at 49.26 yuan, setting a new historical high again.

"Sure enough... in a bear market, confidence is more precious than gold!" Su Yu stared at the internet speed technology market, which had already reached the daily limit, and sighed secretly, "Once the market sentiment reverses and confidence recovers, even the institutions-led Core concept stocks can also be bought up to their daily limit by bargain-hunting funds and various follow-up funds.”

He predicts that the stock price of Internet Speed ​​Technology will most likely continue to hit a record high during the market rebound.

There was even a wave of main rising waves.

But he did not expect that its trend would suddenly be so violent, nor did he expect that the counterattack of market funds would be stronger than he expected.

Of course, this also illustrates the smart money in the market.

It is generally believed that at this position, even if it is a relatively high relay, the risk is not high.

Thinking about this, Su Yu moved his eyes from the market of Wangsu Technology to the hot stock discussion areas of the two cities, observing the changes in the mood of the retail investors in the market.

At this time, with the index, major core concept sectors, and stocks rebounding across the board.

Many of the angry remarks in the early trading have disappeared, replaced by many topics about regrets about cutting meat at low prices, hesitation to chase highs to buy back chips, and excitement about buying lows, but fortunately holding on to the end and ushering in a reversal.

all in all……

From the perspective of retail investors.

After the market was lured to the limit and violently rebounded, it has begun to enter the positive feedback of funds and emotions, and has the basis for the market to continue to rebound.

Of course, even if the market launches a violent rebound and usher in a general rise, the money-making effect will continue to increase.

During this period, investors who missed opportunities, failed to persist until the adjustment was over, lost their chips, and exited early are still filled with regrets, anxious and angry.

Among them, there are not only retail investors, but also main funds.

for example……

Su Yu had just cut him off halfway on the Shanghai Stock Exchange, grabbing a large number of low-level chips and blocking the daily limit channel. As a result, the other party gained nothing today. Haitong Securities Yuhang Wenhua Road and Industrial Securities Shanghai Jinling were restrained in every possible way. The manipulator behind the two funds related to Donglu was angry and anxious at the moment.

Speaking of which, the two of them can be regarded as famous people in the "Shanghai hot money circle".

Moreover, the two of them have been working hard in the stock market for seven or eight years, and they are also familiar with techniques such as concept speculation and emotional guidance. They can be regarded as stock market veterans and retail investors.

But he didn't expect that today he would suffer a big loss in the hands of Su Yu, a 'comrade'.

"Who the hell, who is this guy?" Zhou Tianzheng, who was using the Yuhang Wenhua Road seat of Haitong Securities to operate the hot market, was staring angrily at the Shanghai Steel Union's daily limit, the one in front of his order. After sealing 5,000 orders, I was so angry that I exploded, cursing, "You are so fucking unruly."

The stock of Shanghai Steel Union was obviously mined by him through hard work.

Moreover, he also teamed up with his friend "Industrial Securities Shanghai Jinling East Road Wu Yongzong" to initially build a position, and has been maintaining the market, waiting for the "Internet Finance" concept sector, market investment sentiment to pick up again, and the good news of the "Rejuvenation System" , and then use the characteristics of "Guo Yunchang's investment concept" to carry out speculation and create a market trend, thereby quickly making substantial profits from this stock.

But now, what he never expected...

Just when he and his friends finally waited until the market adjustment was at the end and the opportunity for speculation was about to appear, and they were about to increase their positions aggressively, they were unexpectedly snatched away in advance, cutting off a huge amount of chips.

However, what made him most angry was not this.

But after the other party 'stealed the fruit', he didn't even give him a sip of soup, and directly hit the daily limit with tens of thousands of large orders in one go.

Of course, at this moment, he and his friends still have almost 10 million Shanghai Steel Federation chips in their hands.

But this amount of chips is not much compared to what was snatched away by the other party, and the chips snatched by the other party should have been his.

Moreover, at this moment, the sentiment of the entire market has completely reversed.

Major conceptual hot spots have also been pushed up from the bottom by the active main funds of various departments on the market. Among them, the core popular stocks are either reaching their daily limit, or are already on the way to their daily limit.

And after he missed the initial opportunity, at this moment, he even removed the order from the Shanghai Steel Union daily limit board.

If you want to move into chasing other popular concept leading stocks, there is no chance.

The missed opportunity cost, coupled with the hard work of digging and maintaining the market, created the market concept leading stock, but it was forced to become a wedding dress for others.

This feeling...

It was like the goddess that he had spent countless efforts and money to finally catch up with, but before she even held her hand, she turned around and fell into someone else's arms.

Not to mention being furious, Zhou Tianzheng was ready to tear Su Yu to pieces.

"Lao Zhou, although this guy has withdrawn 7,000 orders, the two of us still have 5,000 large orders in front of us. With the opportunity of the Shanghai Steel Association to pull up and its role in driving the market just now, this stock has already It has quickly attracted a lot of attention from the market, and more and more orders will follow suit. Retail investors who hold positions on the market have seen that the entire market has rebounded across the board, and that the concept of 'Internet Finance' is making crazy breakthroughs, and will also change. We have to be more and more reluctant to sell." When Zhou Tianzheng was out of his mind and furious, the "Industrial Securities Shanghai Jinling East Road Wu Yongzong" who was cooperating with him called him and reluctantly suggested, "How about we You two should remove the closing order and transfer it to other stocks, right?"

"Hey, what you said makes sense." Zhou Tianzheng sighed, still angrily, "But what the hell, I'm just so unwilling."

"Furthermore, didn't you say that the 'Fuxing Department' will make big moves in financial investment recently?"

"Well, I heard that Guo Yunchang wants to use the 'Shanghai Industrial Investment' he controls to deepen the layout of domestic Internet finance, and he has also expressed his optimism about the future of 'Internet finance' in many public occasions." Wu Yongzong He replied, "Currently, the country is also advocating the vigorous development of 'Internet finance' and even proposed a 'financial technology' strategy."

"but……"

"No matter how good the concept is, if we don't have enough chips, we can only be disappointed if someone cuts us off!"

"If the market has not rebounded at this moment, and the entire 'Internet Finance' sector has not yet risen, then in the face of the opponent's interception, we can also use the chips in our hands to break the daily limit, and use the retail investors' sentiment to fight against the opponent. Let’s fight.”

“But now, the entire market’s active funds have focused on the ‘Internet Finance’ sector.”

"The entire market situation has also been rapidly heated up. Funds following the trend have become fiercer, and retail investors holding positions have become more and more reluctant to raise money and are difficult to use."

"In this case, we can only suffer the loss of being dumb."

"Fortunately, we still have almost tens of millions of chips in hand. Although compared to our original position building plan, this amount of chips is far less than it is, but it is not a complete loss. Although we have suffered a loss, we can still I will get a share of the subsequent rising trend of Shanghai Steel Union."

"That's all I can think of!" Zhou Tianzheng continued to sigh and replied, "Today's changes in hands and amplitude of the Shanghai Steel Federation are not small. The total number of changes in the three days is far more than 20%. In the afternoon After the market closes, there should be a dragon and tiger list, and we have to see who this guy is."

As he said that, he looked angrily at the Shanghai Steel Union disk again. The retail orders that were listed in front of his own orders had been gradually poured out. More than 400 lots of 4,500-lot buy orders were eaten up, and in the end, only 4,500 buy orders were left. I placed 5,000 daily limit orders, removed the remaining excess orders, and began to look for other opportunities in the market.

"Hey, this guy canceled the order?"

Su Yu observed that the market price limit of Shanghai Steel Union was closed, and the number of lots dropped sharply by more than 30,000 in an instant. After taking a closer look, he realized that it was behind him. It was most likely that it was in the Shanghai Steel Union market before he intervened. The main fund was slightly surprised for a moment, smiled, and said to himself: "But... it is normal to cancel the order at this time."

The entire market has already bottomed out and rebounded from a sharp rise.

Even he knows that under this reversal of sentiment, as the short-term main funds of various departments on the market become active again, the willingness of retail investors to lock up positions and be reluctant to raise funds will definitely become stronger and stronger, and the Shanghai Steel Union circulation market will Not big. Most of the floating chips that are most panicking have been almost eaten up by him. Blocking the funds here is just a waste of opportunities. If you can't get any chips, then the other party will definitely understand.

"This reaction speed, although a few beats slow, is not stupid."

Su Yu briefly commented on the other party's behavior of canceling the order, and continued: "Judging from the rebound pattern of the market, both the main funds active in the market and the majority of retail investors should have already reacted. Today's subsequent trading hours , the only remaining path should be the one-way upward path."

Thinking about it, Su Yu already knew about today's stock market and what he was buying.

There will no longer be sharp corrections and declines.

Moreover, apart from the remaining balance of almost 1 million in the bank's current balance, the rest of the funds in his hand have already been purchased in stocks.

Therefore, I no longer pay attention to the two popular concept stocks held by the main account.

Instead, he opened several accounts that Yang Hao asked him to buy Lipu Lighting stocks, and continued to leisurely eat the various loose orders on the Lipu Lighting disk intermittently in small bites. , slowly accumulating chips to the 30 million chip threshold required by Yang Hao.

As he turned the unpopular "loom stock" of Lip Lighting into a greedy snake game that only eats but does not spit out.

The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index have continued to rise during the trading hours.

Finally, when the market closed at 3 o'clock, the three major indexes all rose by more than 2%. Among them, the ChiNext Index rose as high as 3.89%, setting the largest single-day increase and amplitude since May; while the Shanghai Stock Exchange Index once again stood at 2,300 points. The integer mark of bit swept away the early decline.

Sector concepts and individual stocks...

The concept of Internet finance performed best. There were 6 stocks in the sector with daily limit, and more than 12 stocks with gains of more than 5%.

The next strong one is the concept of mobile games.

Hua Qingbao, Meisheng Culture hit their daily limit, and other related concept stocks rose by basically between 4% and 7%, which was significantly stronger than the growth of the GEM Index.

Following the concept of mobile games, it outperformed the GEM Index and significantly boosted the market.

That is the concepts of film and television media, electronic information, 4G, and wearable devices that have been heated up in the early stage. Of course, in addition to these popular concept lines, the concept of "industrial robots" is also relatively eye-catching, but it is just the market attention. , not that high.

In addition to these hot concepts on the GEM, the main board...

The sectors that contributed the most to pushing the Shanghai Stock Index upward were sectors such as "infrastructure", "public transportation", and "high-speed rail". Big finance was still absent, and the performance of the two barrels of oil was lackluster.

Judging from the overall performance of the two cities, the main active funds are still on the GEM.

The main board is like an old man, having lost its vitality. Even though the rebound is not low, there are no sector market opportunities that can be continued and trusted.

Of course, the worst thing is still the Tianliang institutions and retail investors who stick to the "Big Finance" and "Two Oils" sectors.

This is the place with the lowest valuation in the entire market. It is the so-called "valuation depression" that institutions have been promoting for two years.

However, this ‘depression’ seems to be independent of the entire market, as if invisible.

When the market rebounds, it does not rise; when the market falls, it follows the decline.

When everyone analyzes the fundamentals and feels that its valuation has been extremely low and cannot possibly fall any further, yet it can continue to refresh everyone's outlook.

When everyone thinks that as large central enterprises such as petroleum, banks, securities, and insurance that are almost state monopolies,

Breaking the net limit is the limit. The stock price has fallen by 90% from its historical high, and it is impossible to fall anymore.

But I didn't expect that these big guys could continue to decline on the basis of a 90% drop, reaching a net asset ratio of 0.8, 0.7, or even 0.6.

No one knows where these ‘big guys’ are.

Therefore, although their valuations have been compressed to the limit, the 'Prisoner's Dilemma' is still occurring, and there is still a steady stream of retail and institutional funds. It is better to cut off the meat from these 'big guys' and leave the market, and pursue them to make money. entrepreneurial sector.

However, neither Su Yu nor many smart people in the market.

Everyone also understands that unless these giant companies, which are the market's "ballast stones," truly bottom out, they will not be able to go very far by relying solely on the seesaw market under the game of existing funds.

Not to mention the so-called 'full bull market' market.

However, these are not very important for Su Yu, who currently only focuses on market sentiment and capital games and takes the road of hot money, as he has a small amount of funds.

He doesn't need to think so much at this time.

After a brief review, Su Yu rested for a while, and then his eyes moved to today's dragon and tiger rankings that had been announced.

Thanks to the dramatic amplitude of the stock market today, there are obviously more stocks on the list today than in previous days. Among them, popular concept stocks such as Shanghai Steel Union, Huaqingbao, Wangsu Technology, and Great Wisdom are all on the list. famous.

Su Yu first looked at the Dragon and Tiger List of the Shanghai Steel Federation.

I saw this stock. On the buying list, the seats he operated, namely Yuhang Fortune Road and Yuhang Fusheng Road, ranked first and second on the buying list. It can be said that it is a dominant company, with a total buying capital of more than 100,000 yuan. 30 million, including a seat on Yuhang Fortune Road, and the purchase capital exceeded 20 million.

As for buying three, buying four, and buying five other than him.

Except for the 3 million chips grabbed by Jinling East Road in the Shanghai Stock Exchange, the other buying amounts were all around 2 million, and the impact was minimal.

As for the other stock he's involved in...

On the Dragon and Tiger list of Netspeed Technology, the Yuhang Fuxing Road seat he used to buy ranked third on the buy list. Buying one and two are both powerful hot money active in the market, and as the dominant netspeed technology, this check Institutional seats did not appear on either the buying list or the selling list today.

"Damn it, it's the wealth road and the recovery road again. The funds on this road are amazing. I can catch the leader every time."

After the Dragon and Tiger list was announced, the entire market saw the buying seats of Shanghai Steel Union, and the mentality of many retail investors and major fund traders exploded again.

PS: Thank you all for your subscription, reward, and voting support. Let me report the results. So far, my first order is 888. Although it is not the 1,000 I expected, the gap is not far away, and I am very satisfied. Today I will continue to update 10,000 words. As for more, I hope I can still write it. After all, I still owe the leader 20 more and I still need to pay it back.