Chapter 127 The Short-Sighted Effect of the Market!

"Executive resignation?"

Before Su Yu checked the negative information that popped up, Li Meng said incomprehensibly: "The news of the resignation of a group vice president in charge of product development business can make the stock price plummet. Isn't this too outrageous?"

"The market is not afraid of the impact of this person's resignation." Su Yu clicked on the information and took a look, then looked at the shareholders' holdings of Fenda Technology, and continued, "This guy holds a lot of Fenda Technology shares. With his resignation, there must be a plan to reduce his holdings. This is the reason for the stock price to plunge."

"However, this news has to wait for the company's announcement to confirm."

"But no matter what..."

"The industry is in a high-prosperity cycle, and the company's R&D direction and product direction are all fine. In the absence of any changes in the fundamentals, the reduction of shareholders' holdings cannot prevent the upward trend of the stock price, so... this news can only cause a short-term stock price fluctuation. After a while, it should return to normal."

"Yeah!" Li Meng responded.

Then, while Su Yu was talking, he began to place orders continuously to buy Fenda Technology, which was continuously diving.

At 11:30, when the lunch break came, the increase of Fenda Technology had fallen from the highest of more than 7 points in the market to about 2 points, and the overall trading situation on the market had been suppressed by selling.

In addition to Fenda Technology...

Other popular concept stocks also fell before lunch.

As for the index, the Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index are still fluctuating near the flat market, and the amplitude and volume are obviously getting smaller and smaller, and the overall tendency is to adjust in a shrinking volume.

At noon, there was no macro-good or bad news.

Fenda Technology, which had rumors of senior executives leaving the market before, issued an announcement confirming the resignation of senior executives, and issued an announcement that shareholders, namely the resigned senior executives, intend to sell off their stocks.

After the official announcement was released...

At 1 pm, just after the opening, the stock price of Fenda Technology fell sharply again, from more than two points above the water to nearly 5 points below the water, and the intraday amplitude exceeded 10%.

Seeing that Fenda Technology continued to panic sell.

Li Meng continued to buy according to Su Yu's logic and continued to eat into the panic selling during the trading session.

At around 1:20, after Fenda Technology's lowest drop of 7.2%, it began to slowly shrink and gradually rebound.

Finally, at the closing of 3 o'clock, Fenda Technology's stock price recovered to around 1 point of decline, closing with a long cross K line with slightly larger volume, and Li Meng also sold some chips from the bottom of Fenda Technology's late recovery of the decline, and T-ed out some intraday profits.

In addition to individual stocks...

The three major indexes maintained shrinking volume and oscillation throughout the day, and all closed with a short shrinking cross Yin line.

"Today's market is dull, and the volume has shrunk too much. Except for the two major concepts of "Internet finance" and "mobile games", other concept sectors are dead. Is this the end of the rebound?"

After the closing, someone in the main hot money group where Su Yu was located was a little confused about today's market trend and couldn't help asking.

"The volume reduction adjustment after the big rise is a benign trend!"

"The 2000-point position of the market must be repeatedly consolidated and confirmed. I think today's adjustment shows that the future market is promising."

"Yes, if the market continues to forcefully rise today, the profit-taking in the market will inevitably cause huge pressure on the subsequent market. Although the current market has stabilized at 2000 points, the overall investment sentiment has not been repaired on a large scale. Once the profit-taking in the market accumulates too much, the index will inevitably be more difficult to rise."

"Here, It is better to rise slowly and repair slowly. "

"I agree. In fact, at this time, we can pay less attention to the overall market and more attention to individual stocks."

"Today, Shanghai Steel Union reached the third board, and the volume was reduced. The consensus expectation is quite strong. It is estimated that under the influence of Brother Su, if the overall market warms up slightly tomorrow, the fourth board can be expected!"

"Hey, I was going to follow the trend and buy Shanghai Steel Union today, but... I didn't get any chance at all."

"Now Brother Su's seat premium and influence are already very large. As long as the market sentiment of the stocks he participates in is not If the stock price is bad and the logic is not problematic, it will inevitably cause the emotions to accelerate. I predicted the trend of Shanghai Steel Union yesterday. "

"I can't participate in the leading stocks, so I chased Tianyu Information, which is not bad."

"Well, looking at the situation, Tianyu Information is obviously heading for a new high, and this stock is supported by China Mobile, and is in the background of the national bank card from IC card to chip card. Whether it is the concept or the potential for future performance explosion, it is quite good. Even if it can't keep up with the pace of Shanghai Steel Union in the short term, in the long run... the space is probably not smaller than that of Shanghai Steel Union."

"That's for sure, otherwise how can we say that Brother Su has a sharp eye for stock selection."

"Don't say... From Brother Su's operation trajectory and stock selection logic in the past two months, whether it is Tianyu Information, Huaqingbao, Fenda Technology, or Wangsu Technology, Shanghai Steel Union, LeTV, etc., they are all stocks with broad expected space and can be hyped for a long time!"

"It is said that short-term depends on funds, volume, and the situation of the market, or sudden positive stimulus. "

"Nowadays... we still need to take a long-term view and find some stocks with broad long-term potential to reduce the failure rate and continue to expand operating profits!"

"This is natural. Looking at the long term and doing the short term and following the trend is the kingly way."

"Speaking of... in the field of Internet finance, in addition to the strong logic of Tianyu Information and Shanghai Steel Union, are there other directions?"

"From the perspective of 'mobile Internet' thinking..."

"If banks and securities companies all have their own mobile trading software and trading systems in the future, this is a blue sky. Huge incremental market!"

"Huh... this is a direction."

"Great, with the widespread popularity of smart terminal devices and the advent of 'mobile Internet', the transfer of various financial services and financial transactions of mobile banking and securities from PC to mobile phones should be inevitable. This is indeed a vast incremental market, and... it can be hyped for a long time!"

"What about the target? Which A-shares can do these businesses?"

"A lot, there are currently trading system solution providers that have cooperation and business dealings with banks and securities companies, such as Hengsheng Electronics, Yinjie Shares, Changliang Technology Technology, Huake Jincai, Jinzheng Shares... these, wow... looking at it this way, the "Internet finance" sector has huge potential!"

"In addition, there are trading software platform providers such as Tonghuashun, Dongfang Fortune, and Dazhihui."

"I feel that this should be one of the absolute core themes of the future market."

"At first glance, the prospects are indeed very good, but if you want this field to explode, you still need a lot of external stimulation. At the current stage, I still don't see the opportunity in this regard."

"By the time I see it, the stock price should have gone up."

"I think I can do a wave..."

"Tonghua Shun and Dongfang Fortune are already the stocks held by the Su brothers. Dazhihui and Hengsheng Electronics have also been outperforming the market. There must be hidden main funds in the market. So... it seems that there are already a lot of funds that are optimistic about this sector. "

"It doesn't matter. There are dozens of stocks in the entire sector, and you can always find stocks with slightly cleaner chips in the market."

"I am getting more and more excited. I will do this sector tomorrow. I have to learn from Brother Su, take a long-term view, and once I see the direction, I have to be ruthless."

Everyone is discussing the main direction of future concepts...

The dragon and tiger lists of the two cities were announced.

Su Yu's two major seats remained silent today, while the institutions that shone yesterday still played the leading role on the list today.

Especially Fenda Technology, which fluctuated violently throughout the day and encountered a storm of reduction in holdings.

In the Dragon and Tiger List of this check, institutions occupied three seats on the Buy List, with a total purchase of more than 19 million, accounting for about 18% of the total transactions throughout the day. As for Li Meng, who did T, because the trading volume was not large, she did not enter the disclosed seats.

Seeing that the absolute core main institutional funds in the market were actually scrambling to buy such a concept stock for reduction.

The vast majority of investors in the entire market showed an expression of incomprehension.

"What the hell? Institutions are rushing to buy stocks when the bad news comes?"

"I don't understand. This is the first time I've seen a situation where the stocks are sold off when the bad news comes."

"Is it a fake institution? The executives in charge of the core business have sold off their stocks and run away, but the institutions are still rushing to buy? I don't see what's so great about this stock? As for the future of wearable devices, it may be very good... But that is a market dominated by giants like Apple and Google. How can domestic companies be competitive? It seems that this company is just a storyteller. I haven't seen any outstanding performance of this company in the past two years!"

"Institutions, anyway, it's not their own money that is wasted. There is no pressure, so they buy blindly."

"Then Caifu Road and Fusheng Road seem to have huge holdings in this stock, right? Looking at the Dragon and Tiger List, this main force has not sold out today. How do you explain this?"

"Anyway, no matter how it is hyped, in a weak market, never buy stocks that are sold off."

"After all, you can't say when they will fall, and the bad news of major shareholders selling off their stocks has been hanging over your head, and the willingness of funds to pull the market will also be weakened a lot."

"I think if the company If the company does have great value and broad potential for future development, the reduction of holdings by major shareholders is not a big negative. Look at Penguin. After it went public, didn’t the actual controlling shareholder often reduce holdings? As a result, it still hit new highs. "

"How can it be the same? Does Fenda Technology deserve to be compared with Penguin Technology?"

"What is worthy or not worthy? Is there a hierarchy when buying stocks?"

"Who cares? Anyway, I just follow Caifu Road and Fusheng Road to buy. As long as Caifu Road and Fusheng Road are still in Fenda Technology, I will hold on to this check."

"Yes, follow The road to wealth and the road to recovery are always right. "

"After all, the vision of the big guys is not comparable to that of us small investors, and...Hasn't Fenda Technology obtained Apple's MFi6.0 certification? I believe it can produce results."

In the market, there are many topics about distribution technology, many popular core concept stocks on the Dragon and Tiger List, and the institutional main funds that continue to shine and continue to buy up GEM constituent stocks on a large scale...

At this moment, Su Yu's eyes are fixed on Changqu Technology, which has issued an announcement and will resume trading tomorrow.

In his mind, he expected.

He knows that if the resumption of trading of Changqu Technology exceeds market expectations, there should be a rapid overall strengthening of the 'mobile game' concept sector.

In other words...

The height of the market outlook, as well as the trend of the two conceptual sectors of 'mobile Internet finance' and 'mobile games' that support the GEM market, Changqu Technology has carried out the 'successful acquisition of Dongwang Pioneer' and leveraged its excellent development team to comprehensively With the resumption of trading in the field of mobile gaming, which is a major benefit, it has completely fallen behind the trend of the two stocks of Shanghai Steel Union and Changqu Technology.

From this moment on, the ‘mobile game’ concept section continues its upward mission.

It fell on Changqu Technology.

After all, as the two core pure concept stocks in the concept of A-share "mobile games", Huaqingbao Wei Er and Huaqingbao have large internal capital differences and there is no major good news to stimulate them again in the short term. The game's concept has become a core concept driven by market conditions, and there is simply no other choice for funds.

And under this pattern...

The next day, Friday, June 28th came.

There is no surprise. When the Shanghai Stock Exchange, Shenzhen Stock Exchange Index, and ChiNext Index opened slightly lower, Changqu Technology directly blocked the one-word board without limit, sealing more than 400,000 orders. During the entire 10-minute collective bidding time, Only 42 lots of chips were traded, which can be said to be an extremely consistent expectation.

Knowing that he couldn't buy Changqu Technology, Su Yu naturally didn't bother to place an order.

So I briefly took a look at Changqu Technology's market, added it to my self-selected watch list, and then set my sights on the two stocks I held positions in, Shanghai Steel Union and Tianyu Information.

I saw...

After the Shanghai Steel Union's unanimous prediction yesterday, there were certain differences today.

The call auction was only about 4% higher.

Then, when 9:30 arrived, the two cities entered the formal bidding trading time. After the continuous accumulation of profit orders, there was no change of hands yesterday, and they poured out on a large scale today, causing the stock price to plummet rapidly, from a 4% increase to the bottom. , fell directly to a drop of around 2%.

However, when the stock price of Shanghai Steel Union fell into the water.

No matter how turbulent the selling orders were, the market stabilized in an instant, the trading volume increased sharply, and the buying orders that followed the trend gradually changed from being suppressed to being suppressed as time went by.

And at the same time.

The trend of Tianyu Information is almost exactly the same as that of Shanghai Steel Union, except that its amplitude is much smaller.

At 9:37, when the violent change of hands in Shanghai Steel Union reached more than 10%, and the situation of buying and selling orders had changed...

Su Yu was planning to use a purchase order of 1,000 lots to reverse the trend of Shanghai Steel Union.

Pull it back from under the water.

At this time, Hengsheng Electronics, which was in the same sector as Shanghai Steel Union, suddenly changed and rose rapidly, which was likely to block the leader of Shanghai Steel Union sector. At the same time, in addition to Hengsheng Electronics, Changliang Technology and Huake Jincai, Jinzheng Shares, Yinjie Shares...many stocks have also received funds to trade, and they have risen together.

"It seems that what everyone discussed in the group yesterday about the huge prospects and main line hype logic of 'transferring banking and securities trading systems from PC to mobile phones' has been recognized by many people." Su Yu stared at the changes on the board and said to himself, " The logic is correct, and the understanding of future prospects is correct, but unfortunately... it is too early to start the market. "

in his understanding.

If you are one step ahead of the market, you are a genius and a master; if you are two steps ahead of the market, you are a martyr.

The same is true when it comes to the current demand for "large-scale upgrading of banking and securities financial trading systems". At this time, the penetration rate of "intelligent terminals" has not yet reached a critical point. As a result, it is often an afterthought. In the banking and securities systems, the disease of state-owned enterprises is very serious.

Generally, as long as the internal trading systems of these institutions can still be used, they have not been forced to change by the market.

Then, their motivation to upgrade will be obviously insufficient.

And when will the market force them to update their trading systems? That is when the penetration rate of "smart terminals" reaches a critical point, that is, when the majority of users in the market have basically switched to smartphones, there is a huge demand for mobile banking and mobile transactions, and there are already loud complaints in the market.

That’s when the real hype opportunity comes.

Now...

Smart people have noticed this potential huge investment opportunity, but the vast number of retail investors in the market, as well as many institutions that have the advantage of information channels and need to see explosive performance within a year and a half, do not understand it, and naturally they are very disappointed. It’s hard to get a crowd to follow suit.

In other words, this time.

These 'Internet finance' stocks with securities and bank financial trading system solutions as their core businesses have not yet reached the time when they should play the leading role. Logically and in terms of short and medium-term expected prospects, they are far inferior to Tianyu Information and Blue Sky. Information, Hailian Jinhui, Zhengtong Electronics, Hengbao Technology and other "mobile payment" concept stocks, as well as "financial information and transaction auxiliary service" stocks such as Shanghai Steel Union, Great Wisdom, Tonghuashun, and Oriental Fortune.

Following Su Yu's logical deduction...

After the first wave of gains, these dynamic Internet financial concept stocks, headed by Hengsheng Electronics, saw very few funds to follow the trend, and their trends began to decline in an instant, and they all surged higher and fell back.

And at this time...

Su Yu saw that the market capital and sentiment in the sector had reached a time of change.

Then the 1,000 buy orders that had been placed long ago but not yet issued were directly poured onto the Shanghai Steel Union market in the form of market price purchases.

1,000 orders, about 2 million in funds.

In the Shanghai Steel Union market with active trading and more than 1 billion in circulation, it was just like a spark.

But at this moment...

At this moment when the profit orders have almost been sold, the turnover has been sufficient, and the funds and emotions of the entire market have reached the moment of transition.

This little spark is enough to set the prairie on fire.

I saw that Su Yu's 1,000 orders had just been poured onto the market, temporarily clearing out about 7 levels of selling orders in front, and when the stock price rose by 0.27%, the subsequent follow-up funds continued to pour in, rapidly pushing the stock price forward.

-

1.2%, -1%, -0.2%...

Then, 1%, 2%, 3%...

Shanghai Steel Union jumped up from underwater, and the speed of growth was getting faster and faster, and more and more funds followed suit.

At the same time, Tianyu Information quickly followed suit, and after Tianyu Information, Lantian Information, Hailian Jinhui, Zhengtong Electronics, Hengbao Technology... and other stocks with the same concept in the sector, as well as many popular core concept stocks in different sectors and concepts also rose rapidly, and more and more stocks followed the Shanghai Steel Union's abnormal movement.

"The leader is still the leader, awesome!"

"Shanghai Steel Union is really abnormally strong. Look at this driving effect. The sentiment of the entire market and the speculation trend of all major funds are all on this stock. It's really awesome."

When Shanghai Steel Union rose rapidly, wave after wave of offensives, once again showed the long-legged effect and hit the daily limit, many people in the main hot money group where Su Yu was located sighed helplessly.

"After all, it is the first stock in the market to go through nine consecutive trading sessions. It is not so easy to die completely."

"If it hits the daily limit today, it will hit a new high with less than one board height. Looking at this situation... a new high should be a foregone conclusion, right?"

"Of course, this is like a siphon effect of market speculation, and it will definitely be achieved."

"Hey, I just failed to follow the trend and ignite Hengsheng Electronics. If it seems... I still have to follow Brother Su and recover some losses on the Shanghai Steel Union."

"Yes! Didn't everyone say yesterday that there would be huge investment opportunities in the field of 'financial trading systems'? Why is there no one following today?"

"I followed, but the market doesn't buy it. What can I do?"

"I don't understand it either. It is obviously a main concept with huge market potential and great prospects in the future. Why doesn't anyone follow it?"

"It's a question of being one step ahead and two steps ahead." At this time, Sun Yu, who was lurking in the group, finally pointed out everyone's misunderstanding, "I studied the concept you mentioned all night last night and I think it does have great prospects. , but it is still a long way from the industry explosion and performance explosion. "

"Actually..."

Sun Yu paused and continued: "In the market, whether it is retail investors or institutions, or hot money like us, they are basically short-sighted and can't see that far, let alone pay for the uncertainty that is too far away, so hyping this line at this time will inevitably fail. "

"Brother Sun is right. I wonder what Brother Sun thinks of the Shanghai Steel Union check?"

"Didn't you just discuss it? Let's look at the new high first. As for the further... we can only see how far the market's combined force can go, or when Brother Su will smash the market. "

"Ah... the daily limit!"

"Shanghai Steel Union has been on the board for 4 consecutive days, and it is the highest space board since the market bottomed out!"

"There is no way. The leading effect is too strong. The active funds and huge retail investors in the entire market are all staring at this check. As long as the popularity does not dissipate, I think it is not impossible to create the previous record of consecutive boards. "

When everyone in the group was discussing fiercely...

Following Shanghai Steel Union, Tianyu Information also quickly hit the daily limit.

Although it failed to reach the daily limit yesterday and had a break, the overall increase in the four trading days since the market bottomed out was not much behind Shanghai Steel Union, and it can be regarded as a qualified follower.

After Tianyu Information and Shanghai Steel Union both reached the daily limit again.

Su Yu no longer paid attention to these two stocks, and his eyes fell on Fenda Technology, which closed down yesterday due to negative news, and ST Ancai stocks that he built positions with his sister's account.

I saw that Fenda Technology's check, after the institutions continued to enter in a large amount.

Today, it actually opened high and went high despite the negative news, completely recovering the decline of yesterday's high dive, and created a new rebound high, which slapped the faces of countless investors who were bearish on this stock.

As for ST Ancai...

Without his copycat orders, its stock price fell back to around 3.73, a drop of nearly 3 points, and the trading volume was as scarce and sluggish as ever.

Su Yu observed for a while, and did not see the main fund movement in ST Ancai yesterday.

And there was not much available funds in his account.

So, he no longer competed with the other party to grab chips, but took his time to divide the already limited funds into dozens of small orders, and bought them little by little on the ST Ancai market, and continued to observe the other party's motives for occupying the ST Ancai stock.