Chapter 197 The Exploding Dragon and Tiger List
"When a whale falls, everything comes to life!"
Seeing this closing result, Zhou Kan, the head of the trading team at Zexi Investment Company in Shanghai, said with emotion: "From the last hour of trading in the two markets, the active funds from the main line of 'Shanghai Free Trade Zone' have all flowed into the previous popular concept stocks and sectors that have been fully adjusted at low levels."
"It looks like the market is switching between high and low, and a new market rotation is taking place!"
"Mr. Xu..."
When Zhou Kan said this, he looked at Xu Xiang who was silent in front of him, Some doubts said: "The 'Shanghai Free Trade Zone' line has been hyped for more than half a month. Is it over today?"
Based on this closing result, among the more than 40 core stocks in the entire 'Shanghai Free Trade Zone' concept sector, less than 10 stocks closed in the green, far lower than the overall performance of other concept sector stocks in the two cities. Among the more than 40 stocks, only Shanghai Material Trade and Shanghai Sanmao still maintained the daily limit, which is completely different from the number of stocks that reached the daily limit in the previous few days, which was more than a dozen or even more than 20.
"This should be considered the first divergence of market funds on the main line of speculation of 'Shanghai Free Trade Zone'." Xu Xiang stared at the two markets that had been fixed, paused, and said, "Since the official announcement of the good news, market funds have not bought any chips in the most core batch of 'Shanghai Free Trade Zone' concept stocks, let alone good news shipments, so... it is too early to say that the market is over."
"Of course, due to the previous one-line board effect..."
"Like Shanghai Material Trade, Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, Jinjiang Investment, Shanghai Sanmao... these core concept stocks, the accumulated profit orders in the market are extremely rich. Many retail investors and lurking orders will have a strong demand for profit-taking when there is a divergence in this main line of speculation."
"Therefore, it caused today's market, these core concept stocks are relatively Under pressure, selling is under pressure. "
"But this is a good thing..."
"The greater the differences here, the more sufficient the exchange of chips, and the greater the space for subsequent new funds to speculate."
"And in terms of absolute gains, these core concept stocks have not completely overdrawn market expectations."
"What Mr. Xu means is..." Zhou Kan replied, "This is not a selling point, but a better buying point?"
Xu Xiang nodded and smiled: "You can say that, but today the funds pulled the hot concept sectors that were fully adjusted in the previous GEM, and attracted many funds from the main line of 'Shanghai Free Trade Zone' to follow suit and switch the market. This move... is still very beautiful."
"During the short adjustment of the main line of 'Shanghai Free Trade Zone'."
"It should be that the funds will continue to focus on the core concept sectors of the GEM that moved today, And core concept stocks. "
"But since we didn't catch the opportunity to adjust the position in the first place today, we don't need to pay too much attention to the 'high-low switching' market in this direction in the future."
"After all, in the current market, the expected space of the hype main line of 'Shanghai Free Trade Zone' is still stronger than the hype main lines of 'Internet Finance', 'Mobile Games', and 'Smart Terminal Equipment Industry Chain' that were hyped by funds in the early stage of the GEM. "
"These concept sectors of the GEM that still have expected space, after a wave of rebounds..."
"In the hype main line of 'Shanghai Free Trade Zone', many core concept stocks that have skyrocketed repeatedly, the chip structure has been adjusted again, and the main attack direction of market funds will definitely return to the main line of 'Shanghai Free Trade Zone' adjusted today. After all, in the current market, the hype main line of 'Shanghai Free Trade Zone' As the main line, it is still the main line of speculation with the largest expected space, and the internal chips of many stocks have only undergone the first wave of exchange, and are far from being hyped up. "
Zhou Kan thought for a while and said: "What Mr. Xu meant is that the rebound of the ChiNext today is just an oversold rebound, and it has no sustainability."
"It has no sustainability for the time being." Xu Xiang emphasized, "But these core concept sectors of the ChiNext still have future expected space, but at present, without new positive stimuli, their expected space is weaker than the line of 'Shanghai Free Trade Zone', and... the current market active funds and incremental funds are limited, and they cannot support the parallel development of the two main lines of speculation at all. Therefore, under the essential principle that funds will always give priority to the sectors with the strongest expectations and the strongest money-making effects, the current market of the ChiNext can only be a short-term oversold rebound. "
"Of course, once the main line of 'Shanghai Free Trade Zone' gets another wave of speculation. "
"If the expected space becomes smaller. "
"Then the market will turn to the ChiNext again, and its sustainability will be completely different. ”
“In short, we didn’t choose to follow up and take advantage of this oversold rebound in the first place, so there is no need to follow up now.”
“As long as we keep the original positions unchanged and wait for the core concept stocks of the previous one-line board to clear out the profit on the main line of speculation of ‘Shanghai Free Trade Zone’, and the chip structure is fully exchanged, another opportunity for speculation will be formed, and I believe... this adjustment will not take long.”
“Because the expectation is still there, there will be no less funds to rush to follow up.”
“In addition, the profit-taking after the one-line board is usually the strongest on the first day, and will only gradually weaken in the future.”
"I understand!" Zhou Kan nodded, and the worry in his heart was completely put down. After a pause, he said, "However, the Shanghai Stock Exchange Material Trade Check has increased too much compared with other core concept stocks. Under the current situation, it has not been able to open the board with a large volume. Will it be directly blocked to death and become a wave?"
If the core concept stocks such as Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, and Jinjiang Investment opened today, it was slightly lower than everyone's expectations.
Then the Shanghai Stock Exchange Material Trade Check...
From being hyped in advance to the current six consecutive boards, a total of 10 boards in 11 days, the ability has exceeded many people's expectations.
Of course, the reason why the Shanghai Stock Exchange Material Trade is so strong.
Zhou Kan believes that in addition to being the core leader of the main line of "Shanghai Free Trade Zone", this check also has the blessing effect of the two seats of Fusheng Road and Jiefang South Road.
"I don't know." Xu Xiang laughed, "The formation of monster stocks is the result of the joint efforts of the market. No one knows how far Shanghai Material Trade can go and what height it can reach before the market of this check really ends, and no one can predict it."
"But..."
Xu Xiang paused, and said with bright eyes: "This time, the leading stock market of the main line of 'Shanghai Free Trade Zone' will definitely no longer be dominated by the funds of Fusheng Road and Caifu Road."
In fact, he has great expectations for this check of Shanghai Material Trade.
At the same time, his personal account also has a heavy position in this stock, and it has made a lot of profit.
Relatively speaking, according to the public data of the previous Dragon and Tiger List of Shanghai Material Trade, the real main funds in the Shanghai Material Trade market should be dominated by him.
So, he has this confidence at this moment.
Before the announcement of the "Shanghai Free Trade Zone", Su Yu's road to wealth was to take advantage of the "Fuxing Group" and "Internet Finance" to hype up the Shanghai Steel Union check from the bottom to a maximum of 7 times. Now... Shanghai Material Trade, with such a big benefit as the "Shanghai Free Trade Zone", has attracted the attention of the entire market and funds, and has the motivation to continue hyping.
And he is also ready to show his skills on this check and make several times the profit.
While the two were discussing, the online stock forums at this time, as well as the internal groups of major hot money...
Everyone was arguing about today's unexpected market trend, and the discussion was very intense.
Some people think that the line of "Shanghai Free Trade Zone" is a turning point today, and there will be no more big speculation in the future; some people think that today is just a relay adjustment of the main line of speculation of "Shanghai Free Trade Zone", and that this main line of speculation is far from the end; some people think that the market can support the simultaneous speculation of the two lines of "pan-mobile Internet" related concept sectors of the GEM and "Shanghai Free Trade Zone", and that the next market will be a general rise in the linkage of the two markets, and that the index will continue to break upward...
In short, whether it is the core concept sector of the GEM that bottomed out and rebounded today, and its stocks.
Or the "Shanghai Free Trade Zone" concept sector and its core concept stocks that have undergone a large adjustment and have seen a large outflow of funds.
Everyone has serious differences.
In this fierce debate, time moves quickly, and at 5:30 pm, the Dragon and Tiger List of the two markets is refreshed.
In the updated Dragon and Tiger List, many hot stocks with intense trading today are on the list, including Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, Jinjiang Investment, Huaqingbao, Changqu Technology, and Shanghai Steel Union.
"Fuck, today's Dragon and Tiger List is directly exploded!"
Seeing the buying and selling seats of various hot stocks on the updated Dragon and Tiger List, the mentality of investors in the entire market who pay attention to the list is all exploded, and the whole person is shocked beyond words.
"My God... Fortune Road has been listed on the buying and selling lists of 6 popular stocks at once."
"Unique, today's Dragon and Tiger List of these two cities is simply the exclusive list of Fortune Road, damn... It's so shocking."
"Fortune Road sold 148 million in Jinjiang Investment; 240 million in Shanghai-Hong Kong Group; 190 million in Lujiazui; 149 million in Pudong Jinqiao... A total of nearly 730 million were sold, all of which were ranked first in the selling position of four stocks. Oh my God, it was Fortune Road that smashed the core theme of the 'Shanghai Free Trade Zone' today!"
"I don't understand, when did Fortune Road lurk in!"
"Yes, Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, Jinjiang Investment, these few checks, after the good news of the 'Shanghai Free Trade Zone' was announced, all of them have been flat. In the past few days, not to mention hundreds of millions of funds The buying volume is huge. It is difficult to buy tens of millions of funds, especially Pudong Jinqiao and Jinjiang Investment. The plates of these two companies are not very large. It is not realistic to enter hundreds of millions of funds in the short term. "
"Horrible, this selling volume is really terrible!"
"I was wondering why Caifu Road has been missing in the vague hype of "Shanghai Free Trade Zone" after it sold Shanghai Steel Union. In the end, it only used Fusheng Road to establish a position in Shanghai Material Trade. I didn't expect that this big guy didn't disappear, but was making a comprehensive layout in the dark. "
"It's really amazing. I surrender."
"Oh my God, Caifu Road's move... is really the real money printing machine in the market."
"It's really explosive. I have never seen such a shocking list of dragons and tigers. If it weren't for insider trading, Caifu Road's ambush... is enough to be enshrined in the gods!"
"Damn it, that's 730 million, 730 million sales!"
"In this wave, Fortune Road has almost doubled its profit, right? It made hundreds of millions in one go!"
"Could it be insider trading?"
"It's impossible. For true insider trading, Fortune Road would not choose this way of appearance. After all, directly shipping on such a large scale on the Dragon Tiger List would attract too much attention. For true insider trading, it is impossible for the China Securities Regulatory Commission not to investigate."
"It shouldn't be insider trading. After all, the 'Shanghai Free Trade Zone' line was speculated about 10 days before the good news was officially announced. This can be seen from the bottom movement of the Shanghai Stock Exchange. In fact, Big funds and big institutions must have gotten the news a long time ago.”
"Then this bargain hunting is too accurate."
"It's not accurate. Could it be the road to wealth?"
"Wealth Road is really the god of the market. This time, I am so impressed."
“Not only Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, and Jinjiang Investment have seats on Fortune Road, but Huaqingbao and Changqu Technology also appear, and on these two checks, Fortune Road is still a net buy , Oh...gosh, in today's market, the rapid rebound of the GEM in the afternoon was also the work of Fortune Road? "
"For the two checks of Huaqingbao and Changqu Technology, the net buying volume of Wealth Road is around 50 million. Judging from the market trend of these two checks today, when the GEM rebounded sharply in the afternoon and drove the two cities, it was indeed caused by this The straight-line daily limit of the two checks drove the entire 'mobile game' sector to move, which ultimately drove the market."
"Exiting the concept stocks of the 'Shanghai Free Trade Zone' and entering the core popular stocks of the GEM. Is this the superb 'high-low switching' skill of wealth? I'm convinced! I'm convinced!"
"The money in the entire market has really been made by Fortune Road!"
"The Capital of Fortune Road is really the sharpest and most accurate capital in the market. Since it appeared on the Dragon and Tiger List, every operation has been profitable. Strong, simply strong. Invincible!"
"Is there the strongest hot money in the history of A-shares?"
"The large-scale appearance of Fortune Road on the main line of the 'Shanghai Free Trade Zone' shows that the hype on this main line is over?"
"That's right! The person who takes over today will most likely be buried tomorrow."
"The trading methods on Fortune Road are really crazy. There is no hot money in the whole market. Is there such a violent trading method? It's really decisive to the extreme."
In the bursting emotions of the majority of retail investors...
Among the main groups of hot money online and offline, all the big players in the market were stunned after seeing such data on the Dragon and Tiger List.
"Damn it, when did the funds from Fortune Road appear to be lurking? It's incredible!"
"It's really scary to be funded by institutions that have already had inside information. The main force of Fortune Road is really unfathomable in terms of its financial size and strength!"
"The tactics are too tyrannical and I have to submit."
"However, Fortune Road has so accurately copied many of the core concept stocks of the 'Shanghai Free Trade Zone' from 'Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, and Jinjiang Investment'. Shouldn't they be able to escape the inside information?"
"It doesn't feel like it. It's really insider trading. Will this fund be so high-profile?"
"I don't think it's very likely. After all, the market and transaction supervision department will definitely pay attention to this kind of concentrated shipment and make inquiries."
"This sales volume is so explosive."
"Yes, you sold 730 million yuan in one go. In total, you made at least 300 million yuan in one wave. How can this make people not jealous?"
"Hey, don't be jealous. In fact, the rumors about the 'Shanghai Free Trade Zone' have been spreading since the leader's survey in March. But no one had thought about it before. Who knew...suddenly... It broke out, so it’s hard to say whether this incident on Fortune Road was insider trading.”
"If it was really lurking naturally, this move would be too terrifying."
"What a big gamble, what a big gamble!"
"A shocking and generous move, it can be said to be a shocking and generous move. In this round of 'Shanghai Free Trade Zone' hype, Fortune Road should be the biggest winner, right?"
"It's not necessarily true that we can say the biggest winner. After all, there are quite a few large institutions lurking in the market, such as Shanghai-Hong Kong Group and Lujiazui."
"But it is definitely the most profitable hot money in the market. It is simply a record that is like a god."
"Hey, in fact, since the last time Fortune Road appeared in the Shanghai Steel Federation, it has been in the market for such a long time and has not appeared on the Dragon and Tiger list. It is worth noting. I didn't expect it, I didn't expect it..."
"This handwriting is really impressive!"
Similarly, among the big players and hot money players in the market, they were amazed and shocked...
Across the country, there are countless large public equity institutions, securities firms’ proprietary investment and trading strategy departments, large private equity institutions and a series of large financial institutions.
Many well-known fund managers, chief investment strategists, and bosses.
At this moment, I was extremely shocked, even unbelievable.
Tu Yuanhua, the general manager of the proprietary investment and trading strategy department of Huaxin Securities, looked at such a dragon and tiger list in the two cities, rubbed his eyes, and still couldn't believe it: "Old Zhou, how did this guy... do it?"
Huaxin Securities Chief Analyst Zhou Huaiming, whom he called ‘Old Zhou’, also found it difficult to understand. After a pause, he replied: “Such a large amount of funds lurking should have traces before. Needless to say, the two large-cap stocks of Shanghai-Hong Kong Group and Lujiazui, a fund of one or two hundred million yuan will not leave too obvious traces, but it stands to reason that the two checks like Pudong Jinqiao and Jinjiang Investment, with such a large amount of funds entering, the traces on the market must be hidden, but… I have seen that about a week before the official announcement of the ‘Shanghai Free Trade Zone’, the market of these two checks was normal.”
“Could it be before the announcement of the news? Intervened very early?" Tu Yuanhua pondered, "Earlier than our agency's intervention time?"
"Impossible!" Zhou Huaiming said, "He can't be so well-informed. After all, the real relevant resolution of the 'Shanghai Free Trade Zone' was around August 10th. Before that, no one could be sure of this good news."
"Outrageous!" Tu Yuanhua also carefully looked at the K-line trend and volume changes of Jinjiang Investment and Pudong Jinqiao before the announcement of the 'Shanghai Free Trade Zone' good news, and said, "This guy's move this time is too unexpected."
"Old Tu, do you suspect it is insider trading?" Zhou Huaiming asked.
"There is such a suspicion." Tu Yuanhua said, "Otherwise, the target of this hidden layout is too accurate."
"Then you can ask Director Li of the market transaction supervision department, and you will know." Zhou Huaiming laughed, "I don't think this guy is so stupid."
"Okay, I'll ask." Tu Yuanhua nodded.
Then, he called this "Director Li" to find out what was going on with the concentrated selling of funds in Fortune Road today.
Then...
A few minutes later, he hung up the phone, and the shock on his face deepened, and his eyes became more unbelievable.
"What's the matter?" Zhou Huaiming asked.
Tu Yuanhua was silent for a long time before he came back to his senses and said, "Guess when this guy started to build a position in these stocks?"
"Before August 10, early August?" Zhou Huaiming said in shock.
Tu Yuanhua shook his head and replied, "Mid-July, one and a half months in advance. At that time... not to mention the final resolution, even the preliminary proposal meeting had not been held yet!"
"So... it's not insider trading?" Zhou Huaiming was extremely shocked, "This guy... how did this guy guess this line?"
"I don't know!" Tu Yuanhua said with emotion, "Maybe he guessed from various news when the leaders were investigating the market before. In any case... the position building plan one and a half months ago can't be explained by insider trading, and as you said, this guy can't have such a fast and deep network of connections and market intelligence."
"Too... too amazing, right?" Zhou Huaiming couldn't calm down for a long time.
While the two were talking, Liao Guanghua, general manager of Huashang Securities' proprietary investment and trading strategy department, was equally shocked and unbelievable when he learned that the initial position building trading time of Fortune Road, that is, 'Yuhang Investment', was actually after July.
Facing such a list of dragon and tiger data
All of these well-informed core asset management bosses of large institutions would subconsciously think that this was a serious insider trading incident.
Even some jealous people.
The immediate reporting phone calls and letters have been passed to the market transaction supervision department through the network of personal connections.
However, the final result... is surprising to countless people!
Even Director Li of the market transaction supervision department was extremely shocked after carefully checking the transaction records of the funds of Fortune Road in the stocks of "Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, and Jinjiang Investment". It is difficult to classify it as suspected of insider trading.
After all, in July, the entire market, and even the entire system.
Except for a few real core people, no one would know that the economic top-level design plan of the "Shanghai Free Trade Zone" would be released at the end of August.
Could the news be leaked from the real core people in the system to small asset management companies and small people like "Yuhang Investment"?
Whether it is...
Give him 100 courage, he dare not check or verify.
Therefore, when he received numerous calls reporting insider trading of this fund in Caifu Road, he ignored them without a second thought.
Of course, he still had to submit this transaction record of Caifu Road on the line of ‘Shanghai Free Trade Zone’ to the leaders in the system for review.
“Isn’t it insider trading?”
After ‘Director Li’ had already characterized the incident, Zhou Guohua, inside Anlan Fund in Yanjing, was shocked after learning the final news from the information channel: “This is impossible, impossible!”
And at this time…
Xie Wanting beside him looked seriously at the market situation that had long been fixed, and the Dragon and Tiger List data displayed on the computer interface, but suddenly remembered the unknown main force that he encountered when he was building a position in Waigaoqiao, and secretly said: “Yuhang Huashang Securities Caifu Road Sales Department, could it be you?”
PS: Two in one ha!