Chapter 227 Three People Were Shocked at the Same Time!
Today's market trend can be regarded as quite extreme.
The main line of the "Shanghai Free Trade Zone" has completely declined, and all the major funds gathered on it have fled.
Correspondingly, restructuring backdoor and oversold rebounds have led almost all mid- and small-cap stocks in the two cities to achieve a reversal, repairing the market sentiment that was hit to the point of almost collapse.
But among them, two very clear lines suddenly gave birth to new branches.
And this branch line, judging from the results of his analysis at this moment, the traces of the main financial attack on the market are actually more violent than the two directions of restructuring backdoor and oversold rebound.
Especially the two stocks of LeTV and Huayi Brothers.
Compared with all GEM constituent stocks, these two stocks can be considered to have relatively large market capitalizations. They are also among the few mid- and large-cap stocks that can carry hundreds of millions or even billions of main funds in and out.
Today, on the market of these two stocks...
When Xu Xiang analyzed his transaction orders after the market closed, he found at least five or six consecutive super large orders of more than 5,000 lots. In other words, without knowing it, the main funds flowing in from these two checks today, coarse cloth estimated, They are all above 80 million, or even over 100 million.
And the main capital inflow of over 100 million level, coupled with the abnormal movement that is close to the daily limit.
This had to draw his attention.
What's more, in addition to LeTV and Huayi Brothers, the two core weighted stocks on the GEM, Hua Qingbao and Changqu Technology, two daily limit stocks, also showed signs of the main funds pushing up the stock price and taking advantage of the chips.
"Zhou Kan, in terms of market information, there really isn't any special good news about LeTV, Huayi Brothers, Huaqingbao, and Changqu Technology?" Xu Xiang pondered for a while and looked to the side. Zhou Kan asked, "The increase in these votes today is a bit weird, and there is no obvious logical support!"
"Except for market rumors that Mr. Jia of LeTV is going to enter the mobile phone industry and smart TV industry, there is no other news." Zhou Kan replied, "But with this news, I think LeTV's stock price has almost tripled this year. Under the circumstances, it shouldn’t be considered a benefit beyond expectations, right?”
"As for Huayi Brothers, to be honest, I don't see why it is so strong. The annual growth rate is even more exaggerated than LeTV. It's simply..."
"As for the two checks of Huaqingbao and Changqu Technology, it should be a strong attack by market institutional funds, right?"
"After all, the mobile game industry is experiencing a full-scale explosion today. The number of mobile games on the market with monthly sales of over 10 million is increasing every month. Investment institutions are quite optimistic about the performance expectations of this industry. This should be the reason why the stock prices of these two checks cannot fall at all and refuse to adjust.”
"There's no way for institutions to build positions, right?" Xu Xiang said in a deep voice, "And today's index has increased, and the ChiNext Index has completely separated from the Shanghai Stock Exchange Index. I feel... it's like the previous two cities using the 'ChiNext Board' The model of hyping the core line seems to be returning quickly with the end of the hype of the "Shanghai Free Trade Zone", while the continuity of hype hot spots such as restructuring and backdooring and oversold rebounds is still questionable. "
"Yeah!" Zhou Kan replied, "To be honest, Mr. Xu, the market activity of the GEM, as well as the fundamentals, future growth expectations, performance expectations, etc. of its core weighted stocks, are indeed better than those of the big guys on the main board. What’s more, the location is not an advantage.”
Calculated based on annual increase.
The increase in the heavyweight sectors and heavyweight stocks of the Shanghai Stock Exchange Index is basically zero, or the average increase should be a decrease.
The GEM refers to weighted sectors and weighted component stocks, with an increase of at least 40%, and the average increase may exceed 50%.
"The strong are always strong, and the weak are always weak!" Xu Xiang sighed, "We cannot ignore this."
"now that……"
Xu Xiang paused and then said: "There are main funds that have turned around the core component stocks of the GEM, and the areas that these main funds attack will still be the areas with the strongest market expectations for some time to come, so we have to follow In this regard, short-term hot spots such as restructuring, backdoor transactions, and oversold rebounds are usually a wave of flows. After a period of continuous speculation, funds quickly withdraw, and there is another piece of chicken feathers. "
"Unless we can really bet on the stocks of restructuring backdoor..."
"Otherwise, if we keep going deep into these hotspots, we may not have time to retreat in the end."
"Mr. Xu... is worried that the funds from Fortune Road are also involved in the hot concept of restructuring and backdooring on a large scale, right?" Zhou Kan said, "This fund entered the market silently, but exited in a violent storm. No, To be honest, if we continue to go deeper, it will be really difficult to deal with this capital. "
"in this way……"
"It would be better to have a clearer layout logic, obvious market continuity and better overall future expectations for the core GEM stocks."
"That's the truth." Xu Xiang said, "We must always be vigilant about the capital of Fortune Road and not make the same mistakes made in the Shanghai stock market again."
Before Fortune Road came along…
He considers himself a master of emotional speculation and short-term opportunity speculation in the market.
But now, the opponent is getting ahead of him in every aspect, which has forced him to be cautious and deal with it with all his strength.
There is also the change in the market today. The concept of restructuring and backdoor listing has risen so quickly, and the sentiment has spread so quickly... With such hype, although the data of the relevant core stocks and the Dragon and Tiger List has not yet come out, he has already smelled a breath of "wealth road".
So, in the afternoon market.
After he saw that he had lost the first opportunity to chase the core stock chips of restructuring and backdoor listing, he no longer asked Zhou Kan to buy other shell resource concept stocks with all his strength, which was considered to have given up the large-scale follow-up in this direction and only speculated on a small part of the funds.
With the conversation and speculation between the two people, and the expectations of investors in the entire market.
At 5:30 pm, the new Dragon and Tiger List was announced.
I saw Huaqingbao, Changqu Technology, Century Huatong, Far East Holdings, Waigaoqiao, Anxin Trust... and other stocks were on the Dragon and Tiger List.
In the disclosure of the seats of Huaqingbao, Changqu Technology, Century Huatong, and Far East Holdings.
Caifu Road appeared in the first buy position, and the total purchase of the four stocks exceeded 200 million, far exceeding the purchase volume of the second, third, fourth and fifth buy positions.
In the Dragon and Tiger List of Huaqingbao and Changqu Technology.
The seat of 'Yanjing Minghua Road Sales Department', which appeared on Waigaoqiao with Caifu Road before, also appeared simultaneously, ranking in the second buy position of Huaqingbao and Changqu Technology respectively.
In addition to the four popular stocks with daily limit that appeared on Caifu Road, the other two popular stocks with daily limit.
On the Dragon and Tiger List disclosed by Waigaoqiao, two institutions that entered on Friday left, and the hot money that took over on Friday also liquidated their positions.
On the Dragon and Tiger List of Anxin Trust, the hot money in the Shenzhen market that has been dominating this check also cleared its positions and left the market.
"Fuck, Caifu Road is really everywhere."
After seeing the disclosed Dragon and Tiger List data, investors in the entire market were shocked again.
"Yeah, the buying and selling are so damn precise, it's amazing... It seems that Century Huatong and Far East Shares will be flat tomorrow!"
"I guessed that Fortune Road must be involved in the hype of the concept of restructuring and backdoor listing today."
"But I didn't expect that the two 'mobile game' stocks, Huaqingbao and Changqu Technology, were actually the main funds, and Fortune Road."
"What does this mean? Are the two lines parallel?"
"Not sure, but the concept of 'mobile games' will definitely be one of the hot spots next. After all, with the influence of Fortune Road's seats, the market hype funds will soon be scrambling for chips."
"Explosion "Hahaha... Fortune Road is everywhere. I am really impressed."
"Haha... Fortune Road didn't sell today. There is no big selling position on the entire Dragon and Tiger list. There will be no worries about the market tomorrow."
"Finally, they stopped selling. You can buy with confidence."
"Century Huatong and Far East Shares, I will come tomorrow. Don't let them stay on the board. Give me a chance to buy. I haven't eaten meat for a long time."
"I feel that Fortune Road should have bought more than this today, right?"
"I also think that Rongshun Shares and Hailong Software, which are not on the list but are the first to hit the daily limit, may also be bought by Fortune Road."
"Fortune Although Lu didn't sell today, the institution that took over Waigaoqiao on Friday actually cut its position and exited Waigaoqiao today. "
"To be honest, I didn't expect the data of the Dragon and Tiger List of Waigaoqiao at all."
"Don't you say that institutions are long-term investors?"
"Nonsense, if there is an expectation and hope of making money, institutions are of course long-term investors, but if there is no expectation and hope, why stay in the market? Do you know that it will continue to fall in the future and wait for further losses? "
"Hey, Fortune Road and institutions have all left Waigaoqiao. The line of "Shanghai Free Trade Zone" should be completely hopeless, right?"
"Look at the concept stocks under the main line of 'Shanghai Free Trade Zone'. This line will definitely fall tomorrow."
"Shanghai Material Trade is estimated to be difficult to open tomorrow."
"In summary, we still have to follow Fortune Road. Others, whether institutions or hot money, are unreliable."
When many retail investors were discussing the data of the Dragon and Tiger List again...
At this moment, Xu Xiang, Xie Wanting, and Su Yu, who were inside Modu Zexi Investment, Yanjing Anlan Fund, and Yuhang Yuhang Investment, all showed shocked expressions after seeing such Dragon and Tiger List data.
Xu Xiang was shocked that Fortune Road was also buying Huaqingbao and Changqu Technology.
Xie Wanting was shocked that the huge main force she found in the market that shifted to the GEM was actually the lingering Fortune Road.
And Su Yu…
was shocked that the seat of ‘Yanjing Minghua Road Sales Department’ could actually keep up with him twice, from Waigaoqiao to Huaqingbao and Changqu Technology.