Chapter 225 Bull Market Confidence

"Teacher, what's wrong with you?" Seeing Zhou Guohua in a trance, Xie Wanting asked in confusion.

"No, nothing..."

Zhou Guohua responded, hiding some of his thoughts.

After all, Xie Wanting is the daughter of the Xie family, not his daughter. He was able to start a business with the support of her father. Some concerns are not his turn.

Naturally...

About some things, it is not his turn to remind Xie Wanting.

The two walked out of the trading room with a smile and chatted. At this moment, on the entire online stock forum, the majority of retail investors were also excited about the market trend in the morning.

"Fuck, ST stocks, the junk concept sector that has always been called "three-no stocks" by many market institutions, can actually usher in spring."

"What is this called? It means that there are no junk stocks in the market, only investors who operate junk."

"Haha... This is said honestly. Indeed, there are no stocks that only rise and never fall in the market, and there are no stocks that only fall and never rise. As long as they have not been clearly delisted, there is no such thing as junk stocks."

"These institutions probably never thought that it was the junk stock sector of the market that saved today's market, right?"

"To be honest, if I hadn't seen it with my own eyes and participated in it personally, I would find it hard to believe it."

"I don't know which big guy said that stocks are not speculated on quality and performance, but expectations. Today, I saw the ST sector and shell resource concept stocks exploded, and I really realized this point. It's really... go Damn value investing, pure deception."

"You can't say value investing is a scam, you can only say it's not suitable for A-shares, otherwise how did Berkshire succeed?"

"Berkshire's success should be due to the long bull market in the US stock market. Everyone knows that the investment ecology of the US stock market and the investment ecology of the A-share market are completely two different planes. The bull market in the US stock market is long and the bear market is short. Moreover, under the hegemony of the US dollar, the macroeconomic resilience is very strong. If you buy high-quality stocks, as long as you don't sell them and hold them for a long time, you will definitely get high-quality returns. What about A-shares? The bull market is short and the bear market is long. Once the bear market comes, liquidity dries up. No matter how good the fundamentals of the stock are, it has to give way to liquidity. The valuation will knock you down directly. Once it falls for several years, who can stand it?"

"Don't argue about value investing and value speculation. Let's talk about how to follow and buy in the afternoon?"

"What's the doubt about this? Asking? Just buy the strong stocks related to the concept of restructuring and backdoor listing. This concept has just started to explode today. It is impossible to go on a one-day tour, right? "

"Anyway, the concept field of 'Shanghai Free Trade Zone' cannot be visited for the time being."

"Strong concept stocks in the direction of restructuring and backdoor listing have almost reached their daily limit in the morning. If they follow up at a high position in the afternoon, I am afraid... the risk is not small."

"If you are afraid of this and that, then why chase the short-term? Buy bank stocks, which are safe."

"Heh... safe? According to the rise and fall of all industry sectors in the two cities this year, the decline of the banking sector ranks among the top. It really looks safe, but in fact it has not fallen less than other stocks, and it is extremely disgusting to cut meat with a blunt knife. If I die on bank stocks, I might as well chase the hot spots at a high position and take a chance."

"It makes sense, damn... I chased it!"

"No one Have you noticed the concepts of ‘mobile games’ and ‘film and television media’ in the direction of the GEM? Today, these two concept sectors are also doing very well. The core stocks Changqu Technology, LeTV, and Huayi Brothers have all risen by more than 5%. I feel that there will be another explosion in the afternoon. "

"It seems that today's market is a bit like the traces of the GEM deviation."

"At the close of the market at noon, the increase of the GEM index was greater than that of the Shanghai and Shenzhen indices. If I remember correctly, this should be the first time that the GEM index has led the two markets in the past month? Is the GEM index going to make a comeback? "

"It is very likely. After all, in the eyes of those big institutions, the stocks on the GEM are all junk stocks, which are no different from ST stocks and shell stocks. Now that ST stocks and shell stocks have skyrocketed, it is natural for these so-called junk stocks on the GEM to follow suit and get some light."

"Haha...what you said really makes sense. "

As everyone discussed, the lunch time passed unknowingly, and at 1 pm, the market resumed trading.

After the mood fermented in the afternoon, the Shanghai Index, Shenzhen Index, and ChiNext Index rose again as soon as the market opened. The entire restructuring and shell-related sectors and stocks were once again followed by various funds. The increase continued to expand, and the number of stocks with daily limits also increased further.

And when the restructuring and shell-related sectors and stocks continued to riot and rise sharply.

LeTV, Huayi Brothers, Changqu Technology and many other companies that were attacked by Su Yu's large funds stocks, and also attracted the attention of investors in the market.

And because of the large increase in holdings in this field by Anlan Fund after ‘Yuhang Investment’.

The entire concept of ‘mobile games’ and ‘film and television media’ has also been slowly brought out over time, ushering in a general rise in individual stocks in the sector.

Especially after 1:20…

In just a few minutes, the stock price of Changqu Technology was pushed up to the daily limit, which further stimulated market sentiment.

So, at 1:26, following Changqu Technology, Huaqingbao also rose rapidly and reached the daily limit.

At 1:37, Huayi Brothers and LeTV, two core weight stocks of the ChiNext, could not wait to go straight to the daily limit, pulling the ChiNext Index to expand its increase to 1.2%.

At 1:52, due to the outbreak of the "mobile games" and "film and television media" sectors, the path of the entire market capital attack, after overflowing the fields of restructuring and backdoor listing, mobile games, and film and television media, began to spread to the entire "mobile Internet" related concept sector.

At 1:58, when many concept sectors of the "mobile Internet" were attacked by funds, the ChiNext Index increased by 2%, opening a 1% increase gap with the Shanghai Composite Index, making everyone in the market suddenly dream back to the trend of Shanghai weak and Shenzhen strong before August.

At 2:05, when the ChiNext Index increased by 2%, the overall investment sentiment of the market recovered comprehensively, and then continued to explode and spread.

The main line of the "Shanghai Free Trade Zone" has been weak all day, with nearly 200 concept stocks.

Finally, a wave of funds has ushered in the market value bottom-fishing.

Waigaoqiao's stock price quickly rebounded from the lower limit, reaching a drop of about 5%; the lower limits of Shanghai-Hong Kong Group and Anxin Trust were also opened, and the funds locked in the market were using the short-term recovery of liquidity to quickly stop losses and sell off.

Of course, as the main line of the "Shanghai Free Trade Zone", the core Shanghai Material Trade is this check.

Because the amount of funds waiting to be sold at the lower limit is too large, even if the overall market sentiment has warmed up and the index is reversing and rising sharply, it has quickly released more than 30 million in volume, but it is still locked at the lower limit, without any signs of opening.

At 2:17, the market spread to electronic information and Internet finance.

At 2:21, funds followed the stock of "Xinwei Group" and hyped the market to the 4G concept and communication industry sectors.

At 2:29, Shanghai Steel Union, which had been closed at the lower limit several times and opened several times, suddenly broke out a straight rise, and the stock price crossed the 10-point range, directly turning red during the session, indirectly driving the further outbreak of stocks related to the concept of "Internet finance", and also driving some stocks with the concept of "Shanghai Free Trade Zone".

At 2:33, the increase of Shanghai Steel Union exceeded 5%, and it seemed to have a trend of breaking through the ground-ceiling board.

At 2:35, the stock price of Shanghai Steel Union began to fall, and the incremental funds follow-up under the emotional outbreak of the entire market also seemed to be insufficient again.

As a result, the entire market, multiple concept branches that broke out began to fall.

At 2:47, the growth rate of the ChiNext Index fell back to 1.89%, losing 2 points of growth, and Anxin Trust also returned to the lower limit.

"It's still the problem of incremental funds in the market, which cannot support a comprehensive surge!"

Seeing the two markets and indexes fall in the late trading, Li Meng sighed in the trading room of Yuhang Investment: "The market turnover of 120 billion is always a hurdle. As long as the market turnover reaches about 120 billion, the market will start to fall, and there is basically no other way."

"This is the maximum turnover limit of the stock fund game." Su Yu said, "If the market wants to jump over the 120 billion total turnover threshold, either the regulators call on large institutions to continue to increase their positions in the market, or they must continue to make money in the market effect to urge OTC investors to enter the market quickly."

"Only these two fundamental logical changes..."

"Can the market usher in a real bull market and a thorough virtuous cycle."

"Only at that time will the so-called blue chips, big finance, and big infrastructure on the main board have investment opportunities."

"Of course, the arrival of this opportunity must also be accompanied by the easing of credit and some changes in the direction of the macro economy. Otherwise... no matter how much the regulators shout, they can't call for a bull market."

"Well!" Li Meng said, "It's mainly because market confidence has not recovered enough, and the shadow of the bear market is too deep."

"It will change." Su Yu looked at the market that was about to close and continued, "The era of 'mobile Internet' has arrived. With this breakthrough, the macro economy will rebound, and the market's expectations in this direction will become stronger, thus ushering in the moment of breaking through the surface with a point."

"I hope so!" Li Meng responded, with great aspirations in his heart.

After all, according to Su Yu's investment strategy judgment, the stock field that their fund currently holds heavily is the entire 'pan-mobile Internet' concept.

If the time for 'breaking through the surface with a point' as Su Yu said comes.

Then the ones who will make the most profit will naturally be them.

As the two were talking, time passed the last few minutes and froze at 3 pm. The rapidly changing market conditions in the two markets also came to an abrupt halt at this moment.