Chapter 231: All-Out Attack!

"Hua Qingbao and Changqu Technology, are there any major benefits?"

After a brief surprise, Li Meng came back to his senses and said in surprise: "The speed of the increase is too fast. This rush to raise funds does not take into account the cost at all!"

"There may not necessarily be any major benefits." Su Yu stared at the stocks of Huaqingbao and Changqu Technology that have reached their daily limit, as well as mobile phones such as Meisheng Culture, Yuanji Technology, and Huayi Jiaxin that are still rising. Game' Concept Stock replied, "It may also be industry-wide benefits that lead to a change in market expectations."

With the popularization of 4G networks and the comprehensive upgrading of smartphones.

Since March and April, the 'mobile game' industry has been on the verge of a double explosion in performance and scale, with new games with tens of millions of monthly revenue emerging one after another.

Nowadays, although the core concept stocks of this concept hot spot are no longer low.

But overall, its future expectations are still strong, and the performance and business scale of relevant core companies are still on the road to double explosion.

Therefore, this concept hotspot and industry sector have been adjusted for more than a month.

As long as there is a turmoil in the industry and funds gather, it is not unusual for large-scale speculation in this direction.

After all, there are many market smart people and smart money.

If he can detect such an opportunity and vigorously increase his position, then... when the market trend has obviously changed, other major funds that are only one step behind him will definitely be able to do so after a rough market analysis. Detect opportunities in this direction.

In this way, it is not difficult to understand the move to quickly grab funds.

"Then what should we... do?" Li Meng asked, "Our positions in the two stocks of Huaqingbao and Changqu Technology have not reached the position we expected to increase our positions."

"There is no need to be obsessed with these two checks." Su Yu said, "There are only one or two hundred concept stocks in the entire 'pan-mobile Internet' field, and there are dozens or hundreds of more core stocks. Since the two checks of Huaqingbao and Changqu Technology If it’s not easy to buy, then just add the funds originally used to increase the position of these two checks to other core concept stocks.”

"The explosion of mobile Internet has opened up more industry space than just 'mobile games'."

"From 4G network construction, to mobile phone intelligent terminal equipment, to 'mobile payment', 'Internet finance', 'new media' and many other conceptual fields, they all belong to the main line of 'pan-mobile Internet', and the market trends of the entire main line are driven by It must be that all straight lines are linked at the same time to produce sustained market trends and sustained money-making effects.”

"So, although the two checks of Huaqingbao and Changqu Technology exceeded our expectations and came out of the adjustment situation ahead of schedule, we were unable to better follow up the chips and complete the planned increase in positions in these two stocks, but overall Generally speaking, these two checks have little impact on our overall investment strategy.”

"Okay!" Li Meng responded, "Then I will add the overflow capital from these two checks to Fenda Technology and Internet Speed ​​Technology. After all, except for the conceptual field of 'mobile games', Fenda Technology and Internet Speed ​​Technology is probably the stock with the most stable chip structure, the strongest fundamental expectations, and the highest popularity and financial attention in 4G network construction and intelligent terminal equipment development.”

"Okay!" Su Yu replied, "After the launch of the new Apple smart watch, sales have been overwhelming for several months. Fenda Technology has obvious technology accumulation on this track and has close cooperation with Apple. , new products are about to go on sale, and future performance and business expansion will easily exceed expectations. "

"As for Internet Speed ​​Technology, in the context of 4G network construction, not to mention, it has been a favorite stock of institutions in the past six months. In the past two months, other related concept stocks have corrected by more than 20%, 30% of the time, this guy... didn't even fall much."

"Oh, and..."

Su Yu paused and then said: "The direction of the market change is becoming increasingly clear. No matter which branch is increasing positions, we cannot hesitate at all."

"Buy against the selling orders on the market, and many 'pan-mobile Internet' conceptual fields such as 'Internet finance', 'film and television media', 'wearable devices', 'mobile payment', 'information network construction', and 'Apple industry chain' should be used It’s time to attack on all fronts.”

The market trend changed much faster than he expected.

Through the main funds that have just been rushing to raise the core concept stocks of 'mobile games', it can be seen that... many smart funds in the market have realized the actual general direction of the market transformation, which is centered on small and medium-cap stocks. GEM, small and medium-sized enterprises board.

At the same time, we are also aware of the main concept of ‘mobile Internet’.

I am afraid that it will carry a large amount of funds in the market and become a market opportunity with strong sustainability and a large profit-making effect.

In essence, the change in the direction of the entire market was caused by his large-scale capital accumulation and buying.

Therefore, he will definitely not tolerate stalls where the market has shown signs of an outbreak.

On the contrary, because of his hesitation and lack of reaction, other major funds were able to take the lead and take the initiative to speculate on the main market.

"Okay!" Li Meng nodded.

Then, he immediately ordered the traders to attack the target stocks on the market with the market sell orders.

And as they quickly bought...

Hundreds of millions, or even billions of funds, poured into the market of many stocks. LeTV, Huayi Brothers, Netspeed Technology, Fenda Technology, Oriental Fortune, Tonghuashun, Tianyu Information, Huake Jincai, Xinwei Communication, Goertek, O-Film Technology, Anjie Technology... and other 20 to 30 concept stocks all showed obvious abnormal movements.

And at the same time, the concept of "mobile games" broke out.

Many related concept stocks such as Meisheng Culture, Yaoji Technology, and Huayi Jiaxin, driven by Huaqingbao and Changqu Technology, which had already reached their daily limit, also rose by more than 5%, causing the overall increase of the "mobile games" concept sector to exceed 3.5%, directly surpassing the increase of the reorganization concept sector and becoming the first leading sector in the two cities.

Of course, during this period, reorganization and shell resource-related concept stocks also broke out continuously.

Among them, Zhenghe shares, Weihua shares, and Saint Leida also hit the daily limit. The number of shell resource concept stocks that hit the daily limit broke through to a terrifying number of 8 in just over ten minutes after the opening.

Then, at 9:52.

The shell speculation sentiment spread to the ST sector again. Nearly 50 ST stocks, more than 6 hit the daily limit.

At 9:55, the increase in the SME Index and the ChiNext Index exceeded 1.5% again. At this time, the Shanghai Index rose by only 0.46%, seriously lagging behind the Shenzhen Index and the ChiNext Index. It also shows that the market is completely based on small and medium-sized stocks, completely isolating blue chips and large-cap stocks.

Then, the trading time entered 10 o'clock.

The main funds that comprehensively attacked the concepts of "reorganization and backdoor listing" and "mobile game" concepts, when the two core concept sectors had already risen far more than other concept sectors in the market, and the core concept stocks were all heading for the daily limit, and there was nothing left to speculate, various funds began to overflow from these two concept sectors and go deep into the concepts of "oversold rebound" and "film and television media" that are more closely linked to these two concepts.

So, around 10:10.

Many oversold medium and small-cap stocks ushered in a significant increase; in the film and television media concept sector, stocks with relatively active trading and good fundamentals, such as LeTV, Huayi Brothers, Guangxian Media, Wasu Media, Tianzhou Culture, etc., also ushered in a large amount of funds to follow up, and their stock prices continued to rise.

At 10:15, the ChiNext Index reached a 1.8% increase, standing at 1160 points, completely reversing the decline of last Friday, and the scissors difference between the Shanghai Composite Index and the ChiNext Index remained above 1% increase.

At 10:21, following the outbreak of film and television media, stocks related to the concept of "Apple industry chain" also received a lot of attention from funds. Among them, Fenda Technology was the first to hit the daily limit, and the stock price returned to the 40 yuan mark. The market value also reached more than 6.5 billion again, only 12% away from the historical high set in the previous period.

At 10:33, LeTV and Huayi Brothers rose by more than 5% again, and the transaction volume exceeded 130 million, continuing to increase significantly. At this time, the growth rate of the ChiNext exceeded 2%, showing the momentum of the return of the king.

At 10:43, the total number of stocks in the "reorganization and shell" concept and the ST sector that hit the daily limit exceeded 20, and the overall investment sentiment reached a climax.

At 10:48, the core concept stocks of the "Shanghai Free Trade Zone" continued to fall sharply, and the overall decline in the past few days exceeded 20%. Some funds were used to buy the bottom. Waigaoqiao was the first to turn red, followed by Anxin Trust, which also turned red from underwater. Only Shanghai Material Trade was still sealed at the limit down, becoming one of the few limit down stocks on the two cities' decline list.

At 10:55, the first wave of funds began to pry the Shanghai Material Trade, but after the inflow of nearly 30 million main buying funds, it did not pry the market, but was like a drop in the ocean, without causing any waves.

At 10:59, previously affected by the "financial reform", the "Internet Finance" sector, which had been in a relatively weak position in the rebound of the Growth Enterprise Market in the past two days, moved abnormally. Huake Jincai led the rise, and the increase in a few minutes, that is, from a 3% increase, jumped to more than 7%, with a great momentum to hit the limit up.

At 11:06, the growth rate of the ChiNext Index further expanded to 2.3%, and the SME Index also expanded to more than 2%. At this time, the growth rate of the Shanghai Composite Index passively climbed to about 1%.

At 11:15, 85% of the stocks in the two cities rose, and the general rise situation reappeared, and the half-day trading volume once again broke through the high point of 60 billion.

At 11:21, the second wave of funds pried the Shanghai Stock Exchange Material Trade.

A large order of 300 million yuan poured into the Shanghai Stock Exchange Material Trade, and then... with the help of the hot investment sentiment in the market, it successfully pried open the limit down, causing its stock price to rebound rapidly after a sharp drop from the highest point, a floor, and two limit downs.

At 11:22, the trading volume of the Shanghai Stock Exchange Material Trade instantly increased to more than 800 million yuan, and the funds that bought the bottom and the funds that fled crazily said goodbye to each other.

At 11:25, 5 minutes before the midday closing.

Huayi Brothers hit the daily limit, with the share price reaching 33.48 yuan, setting a new record high, and the market value exceeded 15 billion for the first time, becoming one of the few industry giants with a market value of more than 15 billion in the "film and television media" industry sector.

11:27, 3 minutes before the midday closing.

Netspeed Technology's stock price also officially broke through the 70 yuan mark, and its market value reached more than 14 billion, setting a new historical high.

Finally, at 11:30, the Shanghai Composite Index rose by 1.26%, the ChiNext Index rose by 2.48%, the SME Index rose by 2.22%, and the Shenzhen Composite Index rose by 1.96%. The two markets had a total turnover of 64.342 billion in half a day, which was much larger than yesterday.