Chapter 292 The ‘Chief Leader’ Who Had No Choice but to Follow the Trend!

"Bought 110 million in LeTV, 83 million in Netspeed Technology, 37 million in Fenda Technology, 87 million in Oriental Fortune, and more than 43 million in Xinwei Communication!" After seeing the updated Dragon and Tiger List, many investors who pay attention to the market exclaimed, "Caifu Road is indeed still increasing its holdings of the two main lines of "mobile Internet" and "smartphone industry chain". The future is promising, the future is promising!"

"Caifu Road's heavily held stocks are almost all in the GEM. How optimistic is this about the future of the GEM?"

"Not only the GEM, to be precise... almost all of them are concentrated on the two core lines of "mobile Internet" and "smartphone industry chain"!"

"The big positive line reversed, plus Caifu Road's continuous large-scale purchases, the market is likely to bottom out in the short term "

"No need for high probability, it must have bottomed out!"

"Today, the total purchases on the Fortune Road list totaled 360 million. The purchases not on the list will probably not be lower than this number. Adding the purchase volume of Fortune Road yesterday, it is estimated that the main funds of Fortune Road should hold more than 3 billion in the two main lines of 'mobile Internet' and 'smartphone industry chain'? Now... I feel that Fortune Road is really the super main force of these two main lines!"

"Such a large-scale intervention of Fortune Road is enough to show that these two main lines have huge opportunities!"

"Nonsense, the strongest main line in the market, no one else."

"No matter how much analysis there is, it is all false. Just follow up with full positions. Fortune Road is the strongest main fund in the market. If you follow Fortune Road, you will definitely get meat."

"Ha Ha... I've already eaten meat. Fortunately, I followed the trend early and got two daily limit ups today. "

"After Caifu Road increased its holdings for two consecutive days, the group of popular stocks such as 'Fenda Technology, Netspeed Technology, Huaqingbao, Changqu Technology, LeTV...' are basically dominated by Caifu Road. How these stocks will go in the future will probably depend on the mood of Mr. Su of Caifu Road, right? I'm wondering... After Mr. Su has become the only one in the market, will other main players be worried that Mr. Su will dump the market and dare not follow up at high positions? "

"Although Mr. Su is relying on the two main lines of 'mobile Internet' and 'smartphone industry chain' to increase his holdings on a large scale, in general, the distribution of holdings is still quite wide, and with the amount of funds carried by the two main lines of 'mobile Internet' and 'smartphone industry chain', Mr. Su's holdings are also large. It can't be considered a monopoly, right? "

"Even if it is a monopoly, there are countless market funds willing to follow the Fortune Road, so there is no need to worry at all!"

"Compared with other major funds in the market, Mr. Su's Fortune Road seat rarely crashes the market to the extreme, and... with Mr. Su's funds of this size, even if he wants to reduce his position and exit, he will definitely not be able to exit in one day. As long as the amount of funds invested by other major funds is less than that of Mr. Su's Fortune Road, they can completely leave the market before Fortune Road when the market trend changes. Therefore... there is no situation where Mr. Su is the only one and the subsequent major funds dare not follow up at a high position. As long as there is a money-making effect... I believe that no matter how high the position is, everyone will follow suit. "

"Yes, as long as there is a money-making effect, following the leader is the best opportunity to make money. "

"No matter what, I will follow the Fortune Road anyway. "

"It's completely a waste of worry. I just hate that I didn't follow up quickly when the market fell in the early trading, which led to chasing highs after the lunch break, and I didn't make much profit at all. ”

“Indeed, it’s unnecessary to worry. I started following Fortune Road at the end of August. In two months, I have made a profit of 63%. ”

“Fortune Road has never missed the main line of market investment. There is really no need to question anything. Moreover, the two main lines of ‘mobile Internet’ and ‘smart phone industry chain’ are not like the previous ‘Shanghai Free Trade Zone’, ‘securities, venture capital’ and other news-driven main lines. These two main lines are long-term trends, relying on the rapidly growing market space of the industry in the future, and the continuous performance expectations of huge concepts. Support and promotion, speculation has a macro underlying logic, and there is no fear of no main funds following up. ”

“And, these tickets… Although they look very expensive at present, the valuation is outrageous. ”

“But when the performance comes up, take Netspeed Technology as an example. Its quarterly performance growth rate is more than 50%. This is to use next year’s performance to value it. The current stock price is really outrageously cheap. Compared with the so-called ‘core assets’ on the main board, I don’t know how cheap it is. ”

“When we buy stocks, we have to buy stocks that are getting cheaper as they rise. This is called a margin of safety.”

“That makes sense! In the face of future expectations and explosive growth in performance, the so-called valuation is nothing but floating clouds.”

“The phrase ‘getting cheaper as it rises’ is really well said. Just wait and see… The two main lines of ‘mobile Internet’ and ‘smartphone industry chain’ will definitely have very strong performances in the future. Those who don’t chase now and doubt Fortune Road will definitely have to chase higher in the future.”

“Buy in, buy in… This is the right time to buy!”

“Fortune Road has continuously increased its positions, the index has reversed with a big positive line, and two golden needles have bottomed out. In addition, the extremely beautiful performance and future expectations of a number of stocks such as ‘Huaqingbao, Changqu Technology, Fenda Technology, and Netspeed Technology’, no matter from which perspective, the market will only have one direction of ‘rising’.”

“Damn it, I was washed out today, and I must chase the position and get back the chips tomorrow.”

"Anyway, after appearing on Fortune Road to buy a seat on the Dragon and Tiger List, I followed the trend and bought the next day. As long as I can hold on to it, I will have the opportunity to make a profit."

"Yes, you don't know what you're afraid of?"

"Mr. Su has the guts to pursue this direction with billions of dollars in capital. We have tens of thousands of dollars in and out in an instant, so we don't have to worry about anything."

"Do it! Just buy it tomorrow under the two lines of 'Mobile Internet' and 'Smartphone Industry Chain'!"

"Mr. Su has never had the habit of selling stocks the next day after buying them, so... it is absolutely safe to chase Mr. Su's stock holdings tomorrow."

"I hope Fenda Technology can open a little lower tomorrow and give it a relatively good buying point. I hesitated today and didn't catch up at all."

"I guess Fenda Technology is going to take the three-connect board, right?"

"Even if it gets out of the three-way market, it will only recover some lost ground. In fact, according to the fundamentals and performance of Fenda Technology, when it reports in the third quarter, it should have a continuous trend. Unfortunately... then... At that time, the market was suppressed by the negative news about the IPO restart, and the mood was too bad. "

“It’s because the daily limit was hit at that time, and then the lower limit was hit twice more, that we have the good buying opportunity now!”

"This check has already shown itself to be a market leader, but it's a pity that it's only now..."

"Hey, I have to say that Fortune Road is really good at discovering stocks, grasping buying and selling points, and guiding market sentiment. Every operation is a big bull stock on the cusp of the market!"

"They complement each other, right? If Fenda Technology didn't have the blessing of Fortune Road, I'm afraid it wouldn't be so strong."

After the announcement of the Dragon and Tiger rankings, the entire market was filled with extremely excited and exciting discussions...

At this moment in the magic city, inside Zexi Investment, in the trading room, Xu Xiang looked at such a dragon and tiger list data, smiled, and also expressed a lot of emotion: "Continue to increase positions, it seems... it is really what a hero sees." Same thing!”

"This technique is indeed powerful." Next to Xu Xiang, Zhou Kan looked a little shocked and couldn't help but praise, "With billions or tens of billions of funds, you can actually play according to short-term techniques and guide The main line is to stimulate emotions and create a popular leader. His fast, accurate and ruthless operation techniques are really used to the extreme. "

"What the market is missing now is popularity, popularity and money-making effect." Xu Xiang said, "In other words... the current market needs main funds like him to actively market and create a sustained money-making effect, because only in this way , can attract more investors to enter the market, open up incremental space, and the market height of the market outlook. Mr. Su from Wealth Road not only grasps the investment direction accurately, but is also quite good at timing and macro analysis. !”

"Fortunately, this time, we kept up perfectly." Zhou Kan said, "Today we bought a total of nearly 1 billion, which is probably no less than Fortune Road, and... based on the cost of the chips we bought today, this is Some chips have already made substantial profits during the day.”

"Okay!" Xu Xiang responded, "Finally not too far behind."

"Follow up, let's..." Zhou Kan thought for a while and said.

Xu Xiang didn't wait for him to finish speaking, and then answered with a smile: "Today's big positive line has a large crossing range. Its index amplitude is basically the same as yesterday, so the profits accumulated during the day are also quite a lot. Coupled with yesterday's bottom buying and the profit that has not been taken out today, the market may have to digest this big positive line, so... in the next one or two trading days, if the market falls into an adjustment, then we will continue to increase If you go long, if the market goes high, you have to be careful about the risk of a sharp drop in the index and a washout.”

"Understood!" Zhou Kan nodded.

Xu Xiang nodded slightly and said: "The rice must be eaten one bite at a time, and the market trend must be taken step by step. For those who are too impatient to eat hot tofu, we must be patient. We cannot rush for success just because of profits, nor can we do it because of sudden changes. Loss, which messes up plans and judgment.”

"However, no matter how the market goes in the next one or two trading days..."

"In the short term, the index should not touch today's low again, which means that the index should have a relatively good trend response in the next period of time."

"While we are at this stage, we still need to be wary of risks and not be too eager to pursue higher prices."

“But it can also be correspondingly more aggressive.”

"The two main lines of 'mobile Internet' and 'smartphone industry chain', whether they are popular concept stocks or many fringe concept stocks, after two days of eager rebound, the bottom chip vacuum stage has basically been filled. If these two main lines go up in the future, I am afraid that the pressure I will encounter will not be as easy as it has been in the past two days. "

"After all, these two main lines, under the negative pressure of the IPO restart, have firmly locked up a large number of chips when they fell from their high levels."

"This batch of chips is not so easy to digest quickly."

"Therefore, it is unlikely that these two main lines will have a continuous positive line trend like today in the subsequent rebound."

"I predict that the market volume will not expand rapidly."

"These two lines will probably continue to rise in small steps in the form of 'time for space', slowly clearing up the hold-up orders ahead and the many profit-taking chips in the market that do not have the patience to hold positions."

"As for this rebound..."

"Where will be the turning point and top of the new trend, then we can only take one step and watch."

"Yes!" Zhou Kan responded, "I agree with Mr. Xu's opinion and also agree with Mr. Xu's analysis. Then our follow-up... will follow the unchanged form of dynamic positions, buying and selling at the same time."

"Okay!" Xu Xiang nodded and said, "Just follow this plan. The two main lines of 'mobile Internet' and 'smartphone industry chain' are the absolute core support for the small and medium-sized board and GEM market. Under the current market situation, the daily turnover of the two main lines is still very limited, less than 20 billion. "

"Such a transaction volume cannot support two stocks with dozens or tens of billions of super main funds moving around inside."

"Now, Fortune Road has taken the lead and has sufficient cost advantages..."

"It is not advisable for us to intervene with a full-scale position and compete with him for the dominant trading power of these two main lines of market. We can just follow the trend quietly and get a piece of the pie."

Of course, apart from this reason...

There was still a layer of worry in his heart that he had not expressed.

That is, he feels that the negative side of the IPO restart in the market, although it has been temporarily digested by the market, will still hang over the market like a shadow, suppressing the market conditions. In addition, the time is approaching the end of the year, and the market macro capital is tightening. , he did not have much confidence in how far the next rebound could go.

Therefore, he will prevent Zhou Kan from further increasing his position in the future and maintain the dynamic position balance of the fund.

And as the two of them analyzed the data of the Dragon and Tiger List and the possible market trends in the market outlook, and made follow-up investment plans...

At the same time, in the Magic City, inside Yinghui Fund, in the trading room.

Liu Guanhai, the fund manager of 'Yinghui No. 1', looked at the refreshed data of the Dragon and Tiger Ranking, but he was filled with hatred and jealousy in his heart.

Because the 'Yinghui No. 1' fund was chasing positions in the 'securities and venture capital' market and was massacred by Fortune Road, it did not avoid the risk of a market crash. Therefore, when the bad news materialized, the market style switched, and then a desperate counterattack began. The fund failed to adjust positions in time and shifted to the two core main concepts of 'mobile Internet' and 'smartphone industry chain' that rebounded the most to recover previous losses.

And when they have completely withdrawn from the "securities and venture capital" sector, which has been extremely weak recently and been completely abandoned by the main funds, and want to catch up again, this is the current situation.

The core popular stocks related to the entire 'mobile Internet' and 'smartphone industry chain' main lines have rebounded by an average of about 15% within two days. Other non-core concept stocks have also basically rebounded by 10%. At this time, we will pursue... …Liu Guanhai was afraid that he had reached a high point again and would be harvested and slaughtered by Fortune Road.

"Damn it, you're so cheap that you can't beat it, and you use this trick to reap the benefits. I'm not going to be fooled." After staring at the Dragon and Tiger ranking data for a long time, Liu Guanhai remembered that in the past week or so, Fortune Road used the influence of seats. It was also a method of buying continuously in 'Securities and Venture Capital', and then taking full advantage of the decline after two days. I finally made up my mind, "If you love the rise, I will never chase you this round, and I will definitely not take your offer." plate!"

The last round of ‘securities and venture capital’ market conditions.

The fund he was in charge of not only failed to eat the meat, but also cut off a lot of meat.

This made him hate the culprit of Fortune Road to the extreme.

"Manager, are we really not going to increase our positions?" Hearing Liu Guanhai's complaint, Shao Xiaoyun, the leader of the trading team, asked sideways, "I feel that the market has really bottomed out. Isn't it a pity that we are just wasting the opportunity like this?" The negative news has landed, the index has made a desperate counterattack, covering the gap of the short jump, the market sentiment has also fully recovered, and the profit-making effect of the entire market has also fully increased, we..."

"Shut up!" Liu Guanhai was too lazy to listen to his opinion, "Am I the fund manager, or are you the fund manager? The plan has been decided, and you just have to follow the investment plan. For the rest... you can choose to keep your own investment opinions. Of course, you can also choose to react to Mr. Wang and replace me as the fund manager."

Normally, he would give this junior some face, after all, his background is not small.

But today, after seeing Fortune Road buying bottom positions and increasing positions one after another, once again taking the initiative in the market change and making huge profits, he couldn't suppress the anger in his heart even if he wanted to.

Shao Xiaoyun didn't expect him to react so strongly. He thought a few words in his heart, but still kept his mouth shut.

Although the other party's words were unpleasant, he was right. He was currently only the head of the fund's trading team. In addition, he was young, had little experience, and had little experience. Even if he responded upwards, it is estimated that the company would not replace him at this juncture. Liu Guanhai, so...he doesn't want to make himself unhappy. Anyway, it's not his money that the fund loses.

As the conflict between the two intensified, the market investment sentiment at this moment was indeed getting hotter and hotter.

And there are more and more topics about the continuous increase of positions on the "Wealth Road".

In these increasingly heated and passionate discussions, the short sentiment gradually dissipated, and the long expectations began to quickly converge. In the minds of the majority of investors, tomorrow's market, as well as their related holdings, have already reached the daily limit. Hitting new rebound highs in a row!

Of course, there are often differences between expectations and reality.

When the next day, October 31, comes, the market will usher in the end of the month and the last trading day of the month.

From 9:15 to 9:25, the entire market gradually fell in the call auction, from the sharp opening at the beginning of the call auction to the flat position at 9:25. In the end, the Shanghai Composite Index opened 0.17% lower, the Shenzhen Composite Index opened 0.11% lower, and the ChiNext Index opened 0.06% lower.

As the core focus of the market, the two main concept sectors of "mobile Internet" and "smartphone industry chain", and their popular stocks, opened less than expected. Among them, Fenda Technology opened 3.22% higher, Huaqingbao and Changqu Technology opened 2.11% and 1.76% higher respectively. As for the weighted component stocks of ChiNext such as Netspeed Technology, LeTV, Huake Jincai, Xinwei Communication, and Dongfang Fortune, the opening range was all within 1%.

Faced with such an opening that was obviously less than expected...

The original enthusiasm of the majority of investors in the market and the surging bullish sentiment in the market were suppressed again, and the word "rational" began to gradually emerge in the minds of more and more investors.

So, at 9:30, after the official opening.

The market began to rely on the opening point as the center, and fell into a sideways trend of shrinking volume and shock.

And throughout the trading day, the three major indexes were in a relatively narrow shock space, which made the majority of investors who watched the market feel sleepy.

Finally, after four hours of trading time.

At the closing time at 3 pm, the three major indexes remained near the flat plate, neither rising nor falling, and all closed with a relatively short red cross star.

However, the performance of the index was full of sleepiness.

However, as the core main line of the market, the concept fields of "mobile Internet" and "smartphone industry chain", the money-making effect is still continuing. After violent shocks, Fenda Technology closed the third daily limit, and the stock price broke through the 60 yuan mark. The rest of the GEM weighted constituent stocks such as "mobile game duo", Netspeed Technology, LeTV, Xinwei Communication, etc., also performed well, and continued to be attacked and robbed by the main funds, closing above the 3% to 5% increase range.

After the market closed, the Dragon and Tiger List showed that Fortune Road locked its position and had no trading seats for any of the stocks on the list.

Jiefang South Road bought and sold, and did T within the day.

Of course, there is also a point worth noting, that is, institutions began to turn around their positions and chased the GEM heavyweight stocks such as Netspeed Technology and LeTV again.

Seeing that Fortune Road locked its position on the Dragon and Tiger List.

Although everyone was seriously dissatisfied with today's market performance, they were still full of strong hope for the future market.

However, in the next two trading days, the market still did not continue to break through. Instead, it continued to fluctuate in the gap range when the market opened low and fell on October 29, and closed with small Yin and Yang cross K lines in succession, which consumed everyone's enthusiasm and emotions.

Later, when everyone thought that the index was suppressed by heavy selling, it would go back to the low point of the two golden needles on October 29 and October 30...

November 5, Monday.

After opening slightly lower, the market once again broke through with great momentum!