Rebirth of the Investment Era

Chapter 235 The Index Rose for Three Consecutive Days!

Zhou Guohua smiled and continued: "The explosion of 'mobile Internet' and the full-scale explosion of the 'mobile game' industry are derived from '4G network' and 'intelligent terminal equipment'."

"Now, the basic construction of the 4G network has been completed, and the three major operators have initially launched 4G packages."

"Expectations in this field cannot grow. After all, 5G is still too far away."

"But the field of 'intelligent terminal equipment' is currently, especially in our country... it is still in the first half of a full-scale outbreak. The replacement wave of smartphones is spreading from the middle and high-end classes to the middle and low-end bottom classes, and the middle and low-end , the low-end and bottom groups are the real majority.”

“Coupled with Apple, we have paved a new path for smart terminal devices.”

"Domestic companies in the same industry that are jealous of its profits and its market can be said to be very ambitious."

"In this way, under the vast domestic consumer group market, the real explosion of smartphone sales has not yet fully arrived."

"So, in my opinion, the current market is in the field of 'intelligent terminal equipment'."

"Especially the 'Apple industry chain' line has great potential for explosive performance and has a very bright future."

After listening to Zhou Guohua's words, Xie Wanting thought about it for a while, and she agreed with it in her heart. She smiled and said: "The teacher means that we avoid the hot spot of 'mobile games' and avoid the areas along Fortune Road and Jiefang South Road." Grab food in the same place, and make a large-scale breakthrough into the stocks related to the "Apple industry chain" to take the initiative in this line? "

"Yes!" Zhou Guohua nodded, "Anjie Technology, OFILM Technology, Goertek, Xinwei Communications, Changying Precision, Fenda Technology, Crystal Optoelectronics... this series of companies in the intelligent terminal equipment manufacturing industry chain, In my opinion, they are all good quality stocks!”

"It's just that the bargaining chips are not cheap." Xie Wanting said, "The valuation is significantly more than double that of other manufacturing stocks, generally at 50 or 60 times PE."

"But based on the explosive demand in the industry, the performance growth rate of these companies is very likely to be much higher than 50 or 60 percent." Zhou Guohua said with a smile, "In an industry with extremely prosperous future prospects, the level of valuation will not matter. It’s not the most important thing. If you only care about valuation, you will always lose many important opportunities.”

"Just like now..."

“Many institutions claim that they cannot understand the continued hype of ‘mobile games’ and cannot understand why the valuations of most GEM constituent stocks are above 100 times PE.”

“They all think it’s hot money speculating and disrupting the normal order of the market.”

"If we don't carefully analyze the industry and carefully study the company's possible future performance, and only judge the pros and cons based on PE, then we are putting the cart before the horse."

"Yes!" Xie Wanting nodded, "Then just follow what the teacher said!"

As soon as she finished speaking, the time reached 9:30, and after a brief pause in trading, the two cities had already ushered in the moment of official bidding transactions.

I saw...

A lot of funds are still attacking sectors related to "restructuring backdoor" and "mobile Internet" in the direction of GEM.

At 9:32, two minutes after the official opening, the three major indexes turned red from opening slightly lower. The market trading is still extremely active, and the willingness of funds to chase higher and follow the trend is also quite strong.

At 9:42, after a wave of rapidly raised funds was fully consumed, some of the profit-taking orders accumulated on the market began to decisively stop profits. In the past few days, stocks that had risen too much and were not in the core popular concept field, Under the surging selling pressure from profit taking, the stock price showed a rapid rise and fall.

At 9:47, the three major indexes turned from red to green again and fell underwater.

At 9:51, the market opened strongly. Far East Shares and Rongshun Shares, which had three straight boards, opened. The entire 'reorganization and backdoor' concept sector, as well as the related ST sector, and nearly 100 concept stocks, experienced obvious selling pressure. , the market acceptance was blocked, the stock prices fell one after another, the mood declined, and the market divergence was very obvious.

At 9:57, just half an hour after the market opened, this obvious profit-taking selling pressure spread to the entire market. Almost the vast majority of stocks that had risen sharply in the past two trading days had fallen sharply. There is a trend of rising and falling, which means that the upward trend has been exhausted and the trend has changed.

And at this point in time, active funds in the market actually show signs of returning to the "Shanghai Free Trade Zone".

For example, the Shanghai Stock Exchange has rebounded continuously from an 8-point drop at the opening to almost turning red in almost half an hour.

Then, when the time entered 10 o'clock.

The signs of differentiation and decline between the two cities have become increasingly obvious.

And the signs of recovery in concept stocks related to the "Shanghai Free Trade Zone" are becoming more and more obvious.

At 10:11, after being hit by three or four consecutive lower limits, the Shanghai Stock Exchange finally turned red and emerged from a relatively strong state. Other stocks such as Waigaoqiao and Anxin Trust also opened from the lows at the opening. status, it has returned to the 3-point increase range.

At 10:22, Hilong Software opened higher and fell back to a drop of 3.5%, which further undermined the sentiment of the "restructuring and backdoor" concept sector, causing more and more stocks in this concept sector to fall back.

At 10:35, 'mobile games', the core concept sector of the GEM, also fell significantly. The two 'mobile game' concept stocks of Huaqingbao and Changqu Technology, the popular stocks with the highest attention in the market, appeared huge. The market fluctuated, and the market divergence was obvious.

At 10:43, the ChiNext Index and the SME Index fell by 0.75%, while the Shanghai Composite Index remained near the flat level.

At 10:55, Huayi Brothers, the core stock of the ‘film and television media’, which had a 30% increase in three trading days due to the acquisition, had its daily limit broken by profit-taking funds, resulting in a crash.

At 11:04, the ChiNext Index and the SME Index fell by 1%. Many hot concept sectors that exploded yesterday saw a significant outflow of funds.

At 11:21, LeTV fell by more than 5%, significantly reducing its previous gains.

At 11:30, at the midday closing...

The ChiNext Index fell by 1.2%; the SME Index fell by more than the ChiNext Index, reaching 1.63%; the Shanghai Composite Index fell by 0.48%. After two days of weakness in Shanghai and strength in Shenzhen, the market reversed again today.

Performance of concept sectors and individual stocks.

The concept of "Shanghai Free Trade Zone" rebounded and seemed to have bottomed out in the short term; the concept of "reorganization and shell" fell significantly, and even near noon, there was a wave of explosion; the field of "mobile Internet" in the GEM also fell significantly, and the market divergence increased greatly.

Among them, among the hot stocks, Shanghai Material Trade bottomed out and turned red, up 1.13%; Xinwei Group continued to rise with a shrinking volume; Rongshun shares exploded in the last minute of noon, with an increase of 8.89%; Huaqingbao turned from rising to falling, with a drop of 2.11%; Huayi Brothers exploded, with an increase of 7.89%...

Overall, the entire market continued the decline at the end of yesterday's trading.

It strangled a group of hot money and retail investors who chased the concept of "reorganization and shell" and the hot concept stocks of the GEM.

At the same time, the entire market also showed a more obvious sense of hierarchy, with a few concept leaders maintaining strength and most concept stocks falling into adjustment.

And when the time came to the afternoon...

The performance of the market was completely reversed compared to the morning.

At 1:11, in the weak adjustment of the two markets, Anjie Technology, O-Film Technology, Goertek, Xinwei Communication, Changying Precision, Fenda Technology, Crystal Optoelectronics... and other "Apple industry chain" stocks were attacked by strong funds, and their stock prices rose sharply.

Then, at 1:12, Fenda Technology once again hit the daily limit, and the stock price reached 44.58 yuan, just one step away from the historical high set in the previous period, and the market value basically broke through the 7 billion mark without any obstacles, saving the declining market investment sentiment.

Due to the promotion of Fenda Technology...

At 1:14, the entire "Apple industry chain" concept sector further moved comprehensively, and its sector growth rate jumped to become the first leading sector in the two markets.

At 1:18, when the market determined that Fenda Technology had completely closed the daily limit, and with the expectation of continuing to hit the historical high and opening a new stock price height, many core high-level hot stocks on the ChiNext that had been adjusted before also ushered in attacks from major funds one after another.

Then, at 1:23, Huaqingbao and Changqu Technology jumped out of the water and turned red in a flash.

At 1:25, the ChiNext Index quickly turned red as the gains of the ‘Apple Industrial Chain’ sector expanded and the ‘Mobile Game’ concept was once again hotly sought after by major funds.

At 1:36, Huayi Brothers returned to the daily limit under the main purchase of another billion-level order, and the transaction volume continued to increase year-on-year.

At 1:47, stocks related to the ‘Shanghai Free Trade Zone’ concept once again rose and fell, forming an obvious seesaw effect with the rebound of the ChiNext.

At 1:53, the gains of the ‘Apple Industrial Chain’ concept sector expanded to 3%, and the net inflow of major funds in the sector exceeded 300 million. In addition to Fenda Technology, O-Film Technology also hit the daily limit, and the transaction volume was almost doubled compared with the same period yesterday.

At 2:01, when the time entered the last hour of the closing.

The ChiNext Index completely recovered the plunge in the morning, reaching a new intraday high and having the momentum to continue to move upward, with the increase gradually approaching 1%.

At the same time, the core concept sectors of the ChiNext, such as the 'Apple industry chain' concept sector, the 'mobile game' concept sector, the 'film and television media' concept sector, and even the 'Internet finance', rebounded across the board. Among them, the core hot stocks, contrary to the divergence and weakness in the morning, showed a trend of rising volume and price.

At 2:11, the ChiNext Index rose by 1%, and the index point returned to the 1180 position.

At 2:23, active funds in the two cities further converged in the direction of the ChiNext. A series of hot weighted component stocks in the early stage, such as Huaqingbao, Changqu Technology, LeTV, Huayi Brothers, Anjie Technology, Xinwei Communication, Netspeed Technology, Huake Jincai, Tonghuashun, and Dongfang Fortune, were all scrambled for by many large orders of tens of millions, and their stock prices rose steadily.

Of course, during this period, the concepts related to "reorganization and backdoor listing", which were as strong as the hot concepts related to the GEM before and were also hit by profit-taking in the morning, and the related concept stocks did not show a strong rebound trend.

Except for a few four or five core concept stocks, the GEM rebound recovered the losses of the morning plunge.

The rest seemed relatively weak, recovering only half of the losses of the morning plunge, and then lost momentum, continued to fluctuate, and could not go up at all.

At 2:37, this phenomenon became more and more obvious, and the market evolution further converged to the hot leading concept stocks and the core constituent stocks of the GEM.

Finally, at 3 o'clock, the ChiNext Index closed at the highest point of the day at 1187.26 points, up 1.53%, achieving three consecutive positive points. In terms of K-line pattern, it showed a bald big real positive line with a lower shadow, and continued the rebound trend, with a strong momentum to hit 1200 points and return to the previous subversion.

In addition to the ChiNext Index, the Shanghai Composite Index finally rose only 0.72%, still far behind the ChiNext Index.

The increase of the SME Index was fixed at 0.98%, also far behind the ChiNext Index.

In terms of concept sectors and individual stocks.

Compared with yesterday, the concepts and stocks related to the "Shanghai Free Trade Zone" rebounded slightly, among which the Shanghai Material Trade fell slightly by 1.35%, and finally stabilized.

Compared with yesterday, the concepts and stocks related to the "reorganization and backdoor listing" fell significantly. Except for a few concept leaders such as Far East Holdings, Xinwei Group, and Rongshun Holdings, which remained strong and survived, the others... basically underperformed the index.

Compared with yesterday, the concept and stocks related to the ‘pan-mobile Internet’ have exploded even more intensely, especially the ‘Apple industry chain’ has come out, attracting a huge amount of funds to enter the market, taking up the banner of leading the rebound of the GEM and its related hot core stocks, and continuing to open up speculation space.

After the closing...

The majority of investors are surprised and happy about the performance of the market today.

After all, before the afternoon market trend, few people could guess that the index would rise today, and it was even more difficult to foresee that the market would further concentrate in the direction of the GEM.

Of course, among countless people who were surprised and surprised, everyone was also very curious about the huge main force that attacked the ‘Apple industry chain’ in the afternoon.

After all, if it weren’t for the leadership of that fund, the afternoon market might have plummeted.

Among these extremely curious people, Su Yu sat in the company’s trading room. After a brief review, he was also equally curious about this fund that attacked the ‘Apple industry chain’.

Chapter 235/889
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