Chapter 266: Sedan Bearers and Leeks!

"The securities sector is in full swing!"

In the two concept-related sectors of securities and venture capital, it has fully succeeded the two popular main lines of 'mobile Internet' and 'smartphone industry chain' and has become the core of market capital chasing. It has instantly attracted the attention of the majority of retail investors in the market, and has also An extremely heated market discussion broke out.

"Let me just say, when the bull market starts, how can securities and even the entire 'big finance' stage be missing?"

"The prophet of Spring River Plumbing, the full-scale outbreak of securities is the best evidence of the start of the bull market. The Shanghai Stock Exchange Index lags too far behind the GEM. In the case of huge adjustment needs for the two core lines of 'mobile Internet' and 'smartphone industry chain',' It is most appropriate for Big Finance to fill the vacancy in the market and carry out rotation switching.”

"Indeed, the outbreak of the bull market is the biggest benefit to the financial sector!"

"But the ones that are most attacked by funds are not securities, but venture capital. Zhezhou Dongfang, Shibei Hi-tech, Zhangjiang Hi-Tech, Zijiang Enterprise, Dongfang Venture... At this moment, six stocks have reached their daily limit, and the securities sector "Except for Orient Securities, there are no other stocks with daily limit."

“Isn’t venture capital also a sector in the financial sector?”

"In the securities sector, there are basically big guys. How can it be so easy to hit the limit?"

"The strength of the market is not judged by the number of stocks in the sector that have reached their daily limit. It mainly depends on the inflow of funds. After all, volume and energy are the most fundamental things. From the market point of view, for just a moment, the securities sector The net inflow of funds has reached nearly 1 billion. This is a signal!”

"As for the explosion of venture capital concept stocks... it should be mostly caused by hot money, right?"

"In any case, today's market conditions should be fully shifted towards the 'big finance' field. The two main lines of 'mobile Internet' and 'smartphone industry chain' should have little chance for the time being."

"Hey, I just chased Changqu Technology when the market opened."

"When I saw the call auction for the two main concepts of 'mobile Internet' and 'smartphone industry chain', the relevant core popular stocks opened so much higher. I thought that the market would definitely turn around today, so I also followed it. Who would have thought... the index It was indeed turned back, but the situation has completely changed.”

"With rotation, the market can go further. I don't think this is a bad thing."

"It doesn't matter if you are temporarily trapped by chasing highs. In the bull market, you can't trap people at all. The most you can do is lose two days of profit. Just wait and see... When the 'big financial' wave of market speculation is over, hot spots will still have to be Back to the two main lines of ‘mobile Internet’ and ‘smartphone industry chain’.”

"Yes, yes, as long as the market is in a bull market, whatever you buy, you will most likely be able to get out of trouble."

"The stocks related to the two main lines of 'mobile Internet' and 'smartphone industry chain' have fallen a lot now, but overall, they are at least much better than the concept of 'restructuring and backdooring'. I The Xinwei Group that I bought was miserable. The Shanghai Stock Exchange Index hit a new rebound high, but it actually fell instead of rising and hit the limit. However... my confidence is still there. I believe that after the adjustment, the market value will definitely touch the 100 billion mark. "

“I feel that after funds have gathered in the ‘big financial’ field on a large scale, the market is a bit polarized!”

"What kind of polarization? It's just a switch between high and low market prices."

"In the past few times, when securities moved, the market suffered serious blood loss. In the end, all stocks rose and fell back, but this time... it is obviously different."

"The main concepts of 'mobile Internet', 'smartphone industry chain', 'restructuring backdoor' and 'Shanghai Free Trade Zone' are now being adjusted amidst the changes in 'big finance'. That's because the stocks of these concepts have already risen a lot in the early stage. It’s a bit bigger, and there is a necessary need to adjust and clear up profits and unsteady chips.”

"But if you look at other low-priced stocks, with the changes in 'big finance', they are basically slowly climbing. This means that this riot in securities has not only not brought a burden to the market, but has obviously led to There is positive feedback from other areas of the market.”

"And this... is the most obvious signal that the market is bullish!"

"In a bull market, rather than a structural market, hot spot rotation is an extremely common market behavior."

“Only when the overall valuation level and investment sentiment of the market improve, can the market trend move forward in a better way. Therefore... no matter which sector investors are buying stocks, I don’t think they need to worry too much at the moment and hold positions with peace of mind. There are definitely huge rewards in the future.”

"Yes, yes, in a bull market, basically all stocks will rise."

"Those who are not the top traders in the market should still cover their stocks. The profits they reap are the most generous. If they chase after them... they might end up with nothing."

"It seems that Luxin Venture Capital is also going to hit the daily limit. Do you want to pursue it?"

"We must pursue it. The strongest hot spot today is definitely the field of venture capital. Moreover, 'big finance' has been abandoned by the market one after another before. The stock price is at an absolute historical low. The overall valuation is also the real depression of the market. This Full-scale riots...are definitely not a 'one-day trip' thing."

"I'm working at CEFC Securities, and I feel like I'm still the leader."

"I'm betting on Oriental Securities. I feel that today is an 'Oriental' market. In the entire market, the most intense pursuit of funds is a series of Oriental 'financial concepts' such as 'Oriental Securities, Zhezhou Oriental, and Oriental Entrepreneurship' Stocks, there is a high probability that a super strong concept leader will be born.”

"Securities sector, net capital inflow of 1.3 billion, such a rapid and violent capital inflow, is it the market's 'super main force' entering the market?"

"I feel it is the 'super main force' of the national team."

"Who cares, just follow the market, chase the strongest hot spots, and hit the hardest daily limit!"

"The difference between the growth rate of the Shanghai Composite Index and the ChiNext Index has expanded to about 1%. I didn't expect... The situation of Shenzhen being strong and Shanghai being weak has turned around today."

"'Mobile Internet', 'smartphone industry chain', 'reorganization and shelling' and other hot concept areas in the early stage have completely become a drag on the market today."

"I think it depends on the continuity and whether 'big finance' can be stabilized!"

"In the early trading, the two main lines of 'mobile Internet' and 'smartphone industry chain' were very powerful, It was clearly going to reverse, but who would have thought that after 10 o'clock, the market situation suddenly changed and became the current situation led by "big finance"? So... maybe the market situation will fluctuate in the afternoon. "

"It feels so hard to chase the hot spots, so let's just hold on to the stocks!"

"I just held on to the two leading stocks of the "mobile game" concept, Huaqingbao and Changqu Technology, and I firmly believe that these two stocks can still set new highs."

"The capital attack is too fierce, and I can't catch up now."

Amid the fierce and excited discussions of the majority of retail investors, the time passed 11 o'clock, and the Shanghai Composite Index was still refreshing the rebound high, while the ChiNext Index, dragged down by the two major concept main lines of "mobile Internet" and "smartphone industry chain" that fell sharply, became a high-level oscillation trend, and the gap with the Shanghai Composite Index further widened.

"Pulling securities and venture capital, this super main force in the market, is it... sick?"

Unlike the excited and excited retail investors, at this moment in the Magic City, inside Zexi Investment Company, in the trading room, Zhou Kan looked at the changes in the market in the two cities, but frowned and complained slightly: "Obviously, the market turnover cannot go up, and the incremental funds are limited. They still pull this kind of heavyweight sector that devours the market's active funds to drive the market. It's simply that the market is not collapsing fast enough!"

"It may not be the national team funds." Xu Xiang stared at the securities sector and the venture capital concept sector that were in full turmoil, and said lightly, "Maybe everyone really thought that the bull market had arrived, and even many large institutions believed it, so they pulled the securities market!"

"I really didn't expect..."

Xu Xiang paused He paused and sighed: "The two main lines of the 'mobile Internet' and 'smartphone industry chain' will be replaced by the 'big finance' sector headed by securities and venture capital." "Without sufficient capital drive, this sector can't move at all." Zhou Kan was quite pessimistic about the market changes and said, "The total market turnover has been stuck at around 100 billion, and the entire 'big finance' field is a trillion-level market size, which is several times larger than the size of the entire GEM. Even if all the active funds in the current market pour in, it will be difficult to create a sustainable market, right?" "And if it can't create a sustainable market..." "As this field swallows up too much active funds in the market, the overall active funds in the market will be even less." "So ...Other concept markets will surely collapse due to insufficient funds. I am afraid that the entire market will really end here. "

"In fact, after the abnormal movement of 'Securities and Venture Capital', the performance of the two major main lines of 'Mobile Internet' and 'Smartphone Industry Chain' will show that with the comprehensive riots in the fields related to 'Securities and Venture Capital', the two major main lines that could have been barely stabilized were directly unbalanced and plunged sharply, completely losing the opportunity to reverse and go for a double top. "

"It's not as pessimistic as you say." Xu Xiang smiled and said, "If you observe carefully, the funds have not moved the most core banking sector in the 'big finance' field, and even the insurance sector has not moved much. The main riots are still in the securities and venture capital fields, and the vast majority, They are all small-cap concept stocks and core weight stocks with small circulation. "

"Securities, venture capital..."

"This market change is really interesting!"

"Did Mr. Xu find anything?" Zhou Kan asked, "I always feel that the abnormal movement of "securities and venture capital" today is really abnormal!"

Xu Xiang pondered for a while, but did not answer directly, but asked back: "What do you think is abnormal?"

"Too sudden." Zhou Kan thought for a while and said, "Also... various funds are too direct in scrambling for these stocks. It seems that they are not buying according to the logic of "bull market foundation", but buying according to sudden good news. It is comparable to the collective riot of the entire "Shanghai local stocks" before the announcement of the "Shanghai Free Trade Zone" at that time! "

"Smart!" Xu Xiang praised, "The funds are too eager to buy, which proves that there must be good news behind it."

"What good news could it be?" Zhou Kan said puzzledly, "Such abnormal movement...cannot be supported by small good news! "

Xu Xiang pondered for a moment and said: "Securities and venture capital are basically related to listing. It is likely that... the IPO market will be restarted!"

"IPO market restarted!" Zhou Kan was shocked, "This is a big negative for the current market."

Xu Xiang chuckled and said: "It is bad for the entire market and good for the securities and venture capital fields. Before the news is clear, the market's bull market calls and confidence in the bull market are still very popular. Before the 'mobile Internet' and 'smartphone' It can be said that it is very smart to intervene in the speculation before the market of these two major concepts of the mobile phone industry chain is completely overdrawn or corrected. In this way... a big negative can also be speculated as a 'big good'."

"Indeed!" Zhou Kan thought for a while and understood. "Before the news was officially announced, everyone just thought that the bull market was coming, and that the 'performance spring' of securities and finance was coming. Can we not follow the market? But? Who knew...this was the beginning of the main force's ruthless harvest."

"Anyway, it's a good time for speculation!"

Xu Xiang paused and continued with emotion: "The two major market trends of 'mobile Internet' and 'smartphone industry chain' have been pushed to the extreme of emotions and expected hype. Adjustments are inevitable. At this time, through the IPO restart, The potential news is to cut out the line of 'securities and venture capital' and directly capture all the profit funds from the 'mobile Internet' and 'smartphone industry chain', which is really clever. "

"pity……"

Xu Xiang shook his head: "We understood it too late. It is too late to intervene deeply now."

"Then let's..." Zhou Kan replied, "Shall we give up this opportunity?"

"No need." Xu Xiang answered, "Pick up some stocks with good liquidity in the fields of 'securities and venture capital', buy some chips appropriately, and follow the trend to speculate. You can make as much as you can!"

"These funds move too fast and do not give other major funds a chance to react."

"Unless you lurk in advance, you won't make much money at all."

Zhou Kan thought for a while, nodded and said: "Yes, in the vague stage of news, negative news is regarded as good news, and the continuity and height of speculation are both limited. In this case... the important thing is to be the first mover. If there is no news The advantage of the channel is that you can’t lurk in advance and pursue it on a large scale. Maybe the market will end just after the position is opened, and you will completely become the taker.”

"That's what I mean." Xu Xiang said, "This hype opportunity is far inferior to the 'Shanghai Free Trade Zone' in terms of expectations and imagination. For the big funds that are latecomers to intervene, if they want to make money, they need to be fully involved. It is extremely difficult to retreat. Since we did not notice this opportunity before and lost the best latent opportunity to build a position, we can only intervene with a small position, follow the trend and speculate, and make a little money before the news really comes to light. "

"This kind of opportunity..."

Xu Xiang's eyes flickered and he continued: "Usually it is reserved for those state-owned funds with extremely deep information channels. Other funds are rarely able to participate in time."

"Oh, by the way, Mr. Xu..." When Zhou Kan heard Xu Xiang say this, his mind once again flashed the matter of Fortune Road's urgent reduction of positions yesterday, and couldn't help but guess, "You said Fortune Road's urgent reduction of positions yesterday , in addition to judging that the short-term expectations and emotions of the two main lines of 'mobile Internet' and 'smartphone industry chain' have reached their peak, have you also gotten some news and want to lay out this opportunity, so you are so eager to free up funds. "

"Isn't it necessary?" Xu Xiang said, "His 'Yuhang No. 2' fund has a capital volume of 5 billion, but it has not been touched. If he really wants to build a position... he has no shortage of funds at all."

"Hey, you really reminded me..."

Xu Xiang thought that after the establishment of the 'Yuhang No. 2' fund, there was not even the slightest movement in this round of continuous climbing of the index, and he instantly realized something was wrong: "He once said that the regulators held a 'Future Investment Meeting' 'The summit has a clear mission and purpose. Could it be that... this guy has already guessed that the IPO market will restart in the near future? And used the 'Yuhang No. 2' fund to lurk in this opportunity? "

"No...can't it be so amazing?" Zhou Kan was extremely shocked when he heard Xu Xiang's guess, "Can you guess the IPO restart in the market just from an investment exchange summit? And can you accurately see the opportunity layout? Let state-owned institutions Come to carry the sedan chair?”

Xu Xiang did not reply...

Instead, he quickly turned his attention back to the trading boards of the two cities, staring at the securities and venture capital concept stocks that were being hotly pursued by funds.

"Oriental Securities, Zhezhou Oriental, Oriental Entrepreneurship..."

Xu Xiang murmured for a while, and the speculation in his heart became more and more clear: "This pulling method of harvesting is really... so similar!"

He has done in-depth research on Su Yu's trading techniques and the stocks he has operated.

Although after research, it is still difficult for him to capture the other party's buying and selling traces on the market in advance, and it is difficult to guess the other party's trading logic, but when the market trend is clear and before the dragon and tiger list is released, he can roughly judge the other party's trading logic. The buying and selling actions on the market.

"You can't be wrong!" After a while, Xu Xiang said firmly again, "This guy definitely has huge positions in securities and venture capital."

"What I said..."

"According to his temperament, he will never reduce his position until the market shows a clear signal of peaking."

"I didn't expect... to be lurking here."

"It's really amazing!" Xu Xiang couldn't help but sigh, "Every time he can react one step ahead of the market, no matter institutions, hot money, or retail investors, they are all the bearers and leeks in his hands."

"Can't you?" Zhou Kan still couldn't believe it and decided to wait until after the market to see the Dragon and Tiger rankings.

In his eyes, Xu Xiang was already powerful enough. He could judge the main speculation market and intervene in time only through clues and partial information in the market. He really couldn't imagine... there were still people who could really lead the market step by step and turn everyone in the market into leeks under the sickle of his own funds.

As the two people discussed in surprise and doubt...

The market trading time moved to 11:30, ushering in the midday closing time.

After half a day of trading, the three major indexes all remained in the red today after yesterday's sharp rise and sharp drop. Among them, the Shanghai Composite Index rose by 1.76%, recovering all the lost ground yesterday, setting a new high in this round of rebound, and the ChiNext Index rose by 0.63%, lagging behind the Shanghai Composite Index by a full 1.13 percentage points.

In addition to the index, the performance of sectors and individual stocks.

Securities, venture capital-related concept sectors, and related concept stocks, all rose sharply, leading the two markets, and the net inflow of funds in the two major concept sectors, totaling more than 2 billion.

The two core main areas of the early stage, 'mobile Internet' and 'smartphone industry chain', related concept sectors, and related concept stocks, all rose again and fell back. At the close of the midday trading, they only maintained a slightly red state, not only lower than the index increase, but also far behind the opening increase. Among them... the core hot stocks, Huaqingbao, Changqu Technology, LeTV, Fenda Technology, etc., all fell back from the highest five or six points to the flat price, and the funds showed a large outflow on the trading board.

In the concept areas of 'reorganization and backdoor listing' and 'Shanghai Free Trade Zone', related concept sectors, and related concept stocks all showed a downward trend, leading the decline in the two markets. Among them, the hot stock, Xinwei Group, opened low and went low, and hit the limit down. When the Shanghai Sanmao was in the abnormal movement of 'securities and venture capital', it briefly rose from the deep water for a while, and then fell again, and at the close of the midday trading, it also hit the limit down.

Faced with such a midday closing situation...

Investors chasing "securities and venture capital" are all excited, while investors gathered in the previous hot concept fields such as "mobile Internet", "smartphone industry chain", "reorganization and backdoor listing", "Shanghai Free Trade Zone", etc., are obviously a little depressed.

But whether it is investors who make money today or investors who lose money.

Everyone is still optimistic about the future market confidence. Many of them are still increasing their positions one after another, and even using leverage to buy more chips.

And when the time comes to the afternoon...

Under the brewing of emotions at noon, the "securities and venture capital" field has been attacked by more funds.

And under the leadership of these two major fields, the market has also derived the "oversold rebound" line. Many small-cap oversold stocks that are at historical lows and have nothing to do with the main line concept and were previously ignored have received the attention of many active funds and have rebounded.

However, under this high-low switching,

As the core main lines of the market before, the concept fields of "mobile Internet", "smartphone industry chain", "reorganization and backdoor listing", and "Shanghai Free Trade Zone" were abandoned by active funds again, and a large number of profit-taking orders were poured out, and the long and short positions were unbalanced. In the index fluctuation, the market fell further and fell.

Then, until the closing at 3 pm.

In these major concept main line fields, all the core hot stocks closed underwater when the index closed in the red, and closed at the lowest point of the day. On their respective daily charts, a falling Yin line with a long upper shadow was left, and the K-line pattern was quite ugly.

Of course, except for these sectors that were temporarily abandoned and avoided by funds.

Other sectors of the market performed very well today, and almost 85% of the industry sectors and concept sectors remained in the red.

And the securities sector rose by 4.11%, and there were three securities stocks in the sector that hit the daily limit.

Among them, the weighted stocks Huaxin Securities and Huatong Securities rose by more than 5%, and their respective trading volumes exceeded 2 billion, which was a large increase in volume.

The venture capital concept sector rose 4.46%, leading the two markets.

Among them, 7 stocks hit the daily limit, and the five core venture capital concept stocks that the two main funds of "Yuhang Investment" held in advance, Zhangjiang Hi-Tech, Shibei Hi-Tech, Zijiang Enterprise, Dongfang Venture, and Luxin Venture, all hit the daily limit, becoming the first-tier popular stocks in the venture capital concept sector.

In addition to the "securities and venture capital" concept field that replaced the two core main lines of "mobile Internet" and "smartphone industry chain".

The derived "oversold rebound" concept also performed well today.

Until the close, there were 11 low-priced small-cap oversold stocks, which hit the daily limit under the dominant speculation of hot money, becoming another beautiful landscape in the market.

Thanks to the drive of "securities and venture capital".

When the Shanghai Composite Index finally closed, the increase exceeded 2%, and the index point reached 2350.

The ChiNext Index, which was dragged down by the two core concept sectors of "mobile Internet" and "smartphone industry chain", eventually rose by more than 1%, closing at 1.06%, which was not so bad. The index point almost stood on the 1350 mark again.

After the official closing...

The market discussion became more and more intense.

Although the Shanghai Stock Index has completed its counter-attack on yesterday's trend and reached a new rebound high, everyone is actually not very satisfied with this market trend, because before, 'mobile Internet', 'smartphone industry chain', ' The core market trends of "restructuring backdoor" and "Shanghai Free Trade Zone" have lasted for too long. The positions of most investors in the market are based on these main concept stocks.

so……

Today is basically a market where the index has moved forward significantly and retail investors generally lost money.

In addition to the market discussion, as the time is getting closer and closer to the time when the Dragon and Tiger List is refreshed, topics and posts related to 'Wealth Road Trends' have once again become popular in various stock trading forums and communities. Everyone wants to You know, you are heavily invested in the two major fields of 'mobile Internet' and 'smartphone industry chain'. Have you continued to sell chips today? Are you still optimistic about the future of these two main concepts?

“Will Fortune Road continue to sell?”

"Today's tragic trends in the two major fields of 'mobile Internet' and 'smartphone industry chain' probably mean that the road to wealth has been ruined again!"

"I estimate that Fortune Road will continue to sell today. Fortune Road was selling so urgently yesterday, and I will definitely not let it go today."

"Hey, it's uncomfortable to lose money even though the index has risen. I hope Fortune Road can give me some comfort. Otherwise...if it falls again and continues to underperform the index, I really can't hold on to my bargaining chips."

"I firmly believe that Fortune Road has not continued to sell because it is optimistic about the 'mobile Internet' and 'smartphone industry chain' fields."

"There is no point in believing. Just look at the rankings! If Fortune Road continues to sell, I will be out tomorrow."

“Today, the explosion of ‘securities and venture capital’ has been so fierce. Will Wealth Road pursue this field?”

"As long as it's not sold, everything is fine. After all, buying on Fortune Road means that Mr. Su continues to be optimistic about the market outlook, so don't worry too much."

As everyone continues to speculate and discuss.

At 5:30 pm, the new one-day dragon and tiger list is refreshed.

Hua Qingbao and Changqu Technology, which saw huge fluctuations, are on the list. Xinwei Group and Shanghai Sanmao are on the list. They are on the list. Zijiang Enterprise, Oriental Ventures and Orient Securities are on the list. The potential of continuous daily limit is on Hengxin. List.

"Haha... not sold, not sold, not one share of Fortune Road was sold today!"

"Oh my god, the path to wealth is all about buying, and the path to recovery is on the stock of Potential Hengxin, which is locked."

"I bought Zijiang Enterprise for more than 35 million yuan, Oriental Venture Capital for more than 31 million yuan, and Oriental Securities for more than 78 million yuan. Wealth Road is also pursuing "securities and venture capital."

"The confidence is back, my confidence is back."

"There is still hope in the two major areas of 'mobile Internet' and 'smartphone industry chain'."

"It's a bull market. Wealth's pursuit of 'securities and venture capital' definitely shows that Mr. Su agrees with the current market, which is a bull market pattern."

"Yesterday, Wealth Road reduced its position in the two major areas of 'mobile Internet' and 'smartphone industry chain', probably in order to increase its position in 'securities and venture capital' today, to diversify investments and balance positions, right? I understand, I understand... Wealth Road The reduction of positions does not mean that we are not optimistic about the market, but that we are optimistic that this is a bull market, so we want to deploy in 'securities and venture capital' as another means of attack."

"Haha, Wealth Road is following up. It seems that... the continuity of 'securities, venture capital' and even 'big finance' has also come out."

"Next, the market will turn into a full-scale bull market, right?"

Stimulated by the data on the Dragon and Tiger List, the majority of retail investors who were originally feeling depressed saw that Fortune Road did not sell a share, but continued to increase their positions. In an instant, they were as excited as if they had been given a shot of blood. Get up and shout the slogan "increase positions, increase positions".

And in this emotional change...

At this moment in Yanjing, in the internal trading room of a company called 'Shenhua Fund' with a background of public funds, a middle-aged man stared at the data of the Dragon and Tiger Ranking that had just been disclosed, and looked at the people who showed their seats on 'Oriental Securities' Fortune Road also showed a look of surprise in his eyes, and said with emotion: "I didn't expect to be chased in. It seems... Although you are famous, you are still young after all. You don't understand the real rules of this market. Some money You can make money, but some money and some areas of opportunity are not something you can touch if you want to!”