Chapter 236: 10 Times the Performance in One Quarter!

"This fund is quite interesting!"

Su Yu pondered for a moment and said with emotion: "The timing and direction of the attack were quite precise, and it also opened up the concept field of 'mobile Internet', the main line of speculation, so that all the active funds in the market gathered in the core of GEM. Conceptually, it has completed the transformation of market conditions from divergence of multiple main lines of speculation to consistency.”

"It's quite powerful!" Li Meng sat next to Su Yu and nodded in response, "It's a bit like what you once said, 'four or two can move a thousand catties'. This capital focuses on one sector at the right time and at the right emotional node. Stirring up the main trend is really a reversal of the market.”

"Well, let's take a look at the Dragon and Tiger List later." Su Yu said, "This fund deserves our attention in the future."

After the instigation of this fund and the final performance trend of today's market, the market has turned from a multi-sided market to a one-sided market.

And this one side is the concept of "pan-mobile Internet" with GEM as the core.

In other words, from this moment on, the main line of the market has completely shifted from the previous "Shanghai Free Trade Zone" back to the "new economy" concept speculation of the GEM, which is to say, it has returned to the previous hype path.

In the future, there is a high probability that the market will continue to deepen and advance on this hype path.

Then, until the expectations of this line are exhausted, or under the influence of external positive and negative factors, a new market switching node arrives.

Overall, after the market interweaving and various switches in these three trading days, the entire market has returned to the market development path from April to July.

In the brief conversation between the two, and in the traders' reports summarizing today's transactions.

At 5:30 pm, the new dragon and tiger list was announced.

I saw many popular concept stocks on the list, and the most eye-catching ones are undoubtedly Fenda Technology, Anjie Technology, Shanghai Materials Trading, Huayi Brothers, Far East Shares, Rongshun Shares, etc.

The rankings of Fenda Technology and Anjie Technology show that Huaxin Securities Yanjing Minghua Road is the main buyer.

The Shanghai Stock Exchange Trading Dragon and Tiger List shows that yesterday’s bottom-hunting hot money companies in the Shenzhen stock market were doing T trading, and Zhejiang hot money companies were involved a lot. The overall trading volume was relatively balanced, with no one company dominating the market.

The Dragon and Tiger List of Huayi Brothers shows that First Securities Shenzhen Huaxin Road Sales Department continues to buy, and Fortune Road also continues to buy.

The dragon and tiger lists of Far East Shares and Rongshun Shares show that Fortune Road is selling, while the hot money from the Magic City's "Giant Whale Gang" is buying, and they have taken over Fortune Road's orders.

"Huaxin Securities Yanjing Minghua Road Sales Department!"

When Su Yu saw the announced data of the Dragon and Tiger List, he felt surprised again: "It's this kind of funding again. It seems that people who have long been famous in this market cannot be underestimated. This is Zhou Guohua, who is in charge of Anlan Fund." Sir, we should get to know each other if we have a chance in the future.”

And as he sighed...

At this moment in the Magic City, inside Zexi Investment, in the trading room.

When Xu Xiang saw such data on the Dragon and Tiger List, he also showed a surprised look: "This check from Huayi Brothers, Ge Hongbin and Su, are still adding positions. It's really surprising. There are also Huaxin Securities Yanjing Minghua The funds on this road have accurately followed the trend several times, which is worth noting. ”

"It's okay if Lao Ge doesn't take action. Once he takes action, he will definitely attack with a heavy position." Zhou Kan said next to Xu Xiang, "And he is usually not a short-term investor."

"The Huayi Brothers' data on the Dragon and Tiger Rankings..."

"It shows that both Su and Lao Ge are very optimistic about the future of this check."

"It's a pity that we don't have enough leverage on this check. It's too late to intervene at this time."

"The focus is not on this one stock." Xu Xiang thought for a while and said, "But whether the Huayi Brothers can drive the entire 'Film and Television Media' sector, and... I have been thinking about the future of 'Film and Television Media' What is the expected logic for the explosion of industry demand and performance? "

"If you can't understand the problem and intervene rashly, you won't be able to hold the bargaining chip or make any money."

"As you said, we are familiar with Lao Ge's operating ideas. The stocks and industries he likes should have some underlying logic in them."

"You ask Director Qiao to collect more information about this industry and various internal information."

"Since market capital has chosen this field, we have to pay attention even if we can't understand the logic of speculation for the time being."

"Okay!" Zhou Kan responded quickly.

"Oh, by the way, how is the overall increase in positions today?" Xu Xiang paused and then said, "The market refuses to adjust, and today's market conditions have shifted to a unilateral main line. The paths of various funds' attacks, and the market The expectations are becoming more and more clear. I guess... the market should officially break upward and take the main upward trend. "

"This should be..."

"This should be the last major market trend this year, right?"

"Seizing this wave of market trends, our Zexi Investment's performance should be unique in the domestic private equity industry, especially in the tens of billions of private equity scale."

"According to the original plan, the increase in positions has basically been completed." Zhou Kan replied, "Our main position targets are also mainly in the core stocks of 'mobile games' and 'mobile Internet' as originally planned."

"That's good!" Xu Xiang nodded, "Next...just wait for the harvest."

"Wealth Road..." Zhou Kan paused.

Xu Xiang smiled, interrupted Zhou Kan and said, "Don't worry about this guy surnamed Su. This time he is making two-pronged arrangements. On the line of 'restructuring and shelling', he should still hold a lot of chips and has not had time to exit. When he exits the market on the line of 'restructuring and shelling', he will not be able to catch up with the main line of the GEM."

"The market has been chaotic in the past few days, with mixed concepts and large differences."

"I guess Su himself did not expect that the sensational concept of 'restructuring and shelling' would see a retreat of follow-up funds and a comprehensive differentiation in just two or three trading days?"

"Hehe..."

"With a large amount of funds, it will not be so easy to speculate in the short term. You must know how to choose opportunities."

"If he still wants to occupy all the hot concepts and eat all the meat like before, I'm afraid... there will be no miracle of profit before."

The investment strategies and operating methods of small funds and large funds are completely different.

People who chase emotions and are good at ultra-short-term investment may not be able to control the investment of large funds.

This fact has been verified countless times in the market. For example, many top short-term market experts who have made five or ten times a year cannot replicate their previous profit miracles once their trading funds reach the billion level or even the tens of billions level.

Even many people are very comfortable with small funds.

But after trading large funds, it is difficult to maintain pure profits.

Xu Xiang admitted that the funds of Fortune Road are very good at grasping the short-term market sentiment and speculating on hot concepts, but he does not think that the other party has the ability to trade tens of billions or even tens of billions of funds.

After all...

As I said, the larger the amount of funds, the more you need to understand the choice of opportunities.

And this point will not be understood and it will be difficult to do without five or even ten years of market experience, several rounds of bull and bear markets, and the baptism of various extreme market conditions, because it is very difficult to enter the financial market, see opportunities, and resist the greed in your heart driven by profits.

He also experienced several rounds of failures before he realized this truth.

For traders who manage large amounts of funds, skills and technology are not the first elements for survival in the stock market, but patience and opportunity selection are!

"Well!" Zhou Kan nodded, "After all, the boy surnamed Su from Caifu Road is still too young. There are many people who can make five times in a year in the market, but there are only a few who can make one time in five years. If you can't control large funds, even if you have super short-term and short-term techniques, your achievements will be very limited."

The two discussed...

At this time, in the market, among the majority of retail investors.

Everyone is very enthusiastic and fierce about the interpretation of such Dragon and Tiger List data and today's market.

At the same time, major financial media have also given quite positive comments on the market trend. The call for "bull market set sail" is still heard in the media news reports. The only thing missing is that the regulatory authorities will directly step in and call on retail investors to enter the market and call on everyone to continue to speculate.

And under this relatively loose regulatory mechanism.

Under the continuous reports and endless propaganda of financial media,

Under the circumstance that the market itself has a good money-making effect, the main line of speculation is clear, and hot money and institutions are actively involved.

The inflow of incremental funds in the market has obviously accelerated...

From September 17th to September 24th, the index has been on a six-day winning streak, and the Shanghai Composite Index has stabilized at 2250 points, while the ChiNext Index has directly stood at 1250 points, which is only one step away from the previous high.

During this period, both individual stocks and indexes.

They have shown a trend of rising volume and price.

The turnover of the two markets once reached 131.476 billion, which is five times higher than the lowest turnover of 20 to 30 billion in the two markets in March and April.

Of course, during this period...

As the core concept stocks related to the "pan-mobile Internet" as the core line of speculation, they have directly gone through a beautiful wave of main rising market, setting new highs and historical highs.

Stocks such as Huaqingbao and Changqu Technology have all broken through historical highs, especially Huaqingbao, whose share price once broke through the 60 yuan price. Compared with the low point of the year, the increase was nearly 5 times.

During this period, the share price of Netspeed Technology broke through more than 90 yuan, and the market value reached around 18 billion yuan, becoming the real core weight among the GEM constituent stocks.

During this period, the share price of Fenda Technology also rose all the way to the 60 yuan mark, breaking through the historical high. At this high level, it was not only sought after by various market hot money, but also institutions also increased their positions significantly. Moreover, the general manager of its company's products even shouted out a three-year 100 billion level goal for his company on social media.

Huayi Brothers' full acquisition of Yinhan Technology has been fully implemented; and LeTV's entry into smart TVs and the creation of a smart ecological platform are also being gradually implemented, causing the share prices of these two stocks to rise steadily, surpassing historical highs one after another, driving the entire "film and television media" sector to advance by leaps and bounds.

Anjie Technology, Xinwei Communication, O-Film Technology, Goertek and other "Apple industry chain" stocks have been bombarded with news about the continued hot sales of newly launched Apple smartphones and wearable smart electronic products. They have also continued to face joint attacks from hot money and institutions, and as the index continued to rise, a wave of extreme speculation on the "Apple concept" has been set off.

After the trend of "restructuring and backdooring" receded, the stock of Xinwei Group embraced the "4G concept" amid the market's hot emotional hype, and continued to maintain a continuous trend without releasing any energy.

Faced with such an overwhelming market trend...

The 'Yuhang No. 1' fund managed by Su Yu, even if it only remained near the 80% position line, after six consecutive trading days of positive momentum, it still achieved an overall profit of 25%, and the net value of the fund was reduced from clearing positions. The 'Shanghai Free Trade Zone', the main line of speculation, rose to 10.02 from 8.02, and the overall fund size reached 4.008 billion, completing the 10-fold growth target in the initial stage.

"Mr. Su, the net value of our company's fund... has increased to 10 times."

After seeing the fixed market conditions and the huge total market value of the fund's main account of 4.008 billion, Li Meng felt extremely shocked and reported to Su Yu with a smile.

"The net worth has exceeded 10?" Su Yu looked quite shocked when he heard this, "That's the case... then our first phase goal has been achieved, and coupled with the current market's hype path, it has become a famous brand. We can disclose fund net worth and position data on time.”

"at the same time……"

Su Yu paused and continued: "It is also time to implement the fundraising work for the second fund."

"Reveal it now?" Li Meng hesitated.

"Yes!" Su Yu said, "The stocks we hold are basically already well-established. Funds from all walks of life have gathered, and the market is not small. We are not afraid of attacks. Moreover, we have to implement the fundraising work of the second fund. Then you have to rely on the net value performance of the first fund to build momentum.”

Su Yu chuckled and said: "In one quarter, we started with 400 million, 10 times the net worth."

"I think... this performance is unique in the entire market this year, right?"

“In addition, the media has been blowing the ‘Bull Market Takes Sail’ very hard recently, and the market conditions are indeed going very well. The three major indexes, Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index, have all turned out to be strong, both technically and emotionally. Breakthrough, the upward trend is accelerating.”

"That is to say, investors from all walks of life who believe in the 'Bull Market Starts', including the majority of retail investors."

“They are stepping up their efforts to enter the market.”

"I heard that in the past two days, there have been long queues of people opening accounts at the Fusheng Road Sales Department of Huaxin Securities and the Fortune Road Sales Department of Huashang Securities. Especially the number of people with GEM trading permissions has increased dramatically."

"Under such sentiments, the talk of 'bull market' is already very strong."

"And with the help of this sentiment and market performance, as well as the net value performance of our first fund, the second fund's fundraising will definitely exceed expectations."

"Okay!" Li Meng nodded, "Then I will disclose it on time."

After speaking, Li Meng fully disclosed the hidden fund net value curve, net worth, position data, etc. to the investors of the 'Yuhang No. 1' fund.

At the same time, with the disclosure of the net value of the ‘Yuhang No. 1’ fund.

Its net worth ranking on the domestic private equity fund rankings has also jumped from a dozen funds of similar size to the first position on the list, and the disclosed net worth far exceeds that of the second-ranked 'Manniu No. 1' fund, showing The situation of riding a horse without any dust.

"Damn it, net worth performance of 10.02!"

In the disclosure of the net value of the 'Yuhang No. 1' fund, all investors who invested in the 'Yuhang No. 1' fund, as well as the entire domestic private equity investment community, and even all practitioners in the entire domestic fund industry, felt extremely excited and exclaimed. , it’s simply unbelievable!

PS: There is only one chapter today. I will review the ideas behind it, listen to comprehensive suggestions, and speed up some of the story plot and rhythm! (I should add a chapter tomorrow!)