Chapter 62: Grabbing the Chips

In the second half of the year, with the release of Apple's new products, coupled with the 'wearable device' market, which has entered a period of explosive growth based on the development of terminal electronic devices, these stocks that have entered Apple's supply chain still have extremely high performance expectations and prospects.

Moreover, these concept stocks have been depressed for a long time after the previous hype.

It can be said that the adjustment has been sufficient.

If the main market funds choose this sector and related concept stocks as the breakthrough direction in the index adjustment next, Su Yu thinks there is still a lot to do.

After all, after the products of 'Apple 4' and 'Apple 4S' were enshrined, the entire global market has very high sales expectations for Apple's new products. In addition, the current market is already in the innovation window of smart phones replacing feature phones, and the potential market growth space is very large.

In addition, this sector and its related concepts have experienced several rounds of market hype before.

Market investors have a very deep memory of this.

As long as the main funds attack this concept line at a critical moment and quickly play out the effect of making money, then other follow-up funds and short-term investors in the market will naturally intervene quickly.

Moreover, there is another extremely important point.

That is, the stocks on this concept line are not all distributed on the GEM. There are also several stocks on the SME Board and the Shanghai Stock Exchange Main Board.

This means that when this concept market breaks out.

The trends of the Shanghai Index, Shenzhen Index and GEM Index will not be in the same split state as before.

Therefore, in general, Su Yu believes that the concept sector of "Apple Industry Chain" is the most suitable hype main line to lead the index breakthrough.

Of course, among so many concept stocks, which one will be the leader to lead the sector breakthrough.

Su Yu is not sure in his heart, he still has to observe and observe.

In his detailed review and speculation, the next day, May 15th, arrived, and the stock market opened in a calm situation at home and abroad.

Due to the failure of the GEM Index to break through 1,000 points yesterday, the sentiment of rushing high and falling back.

Today, the three major indexes all opened slightly lower.

Among them, the ChiNext Index opened low at around 0.5%, and yesterday's popular concepts of "mobile games" and "film and television media" opened significantly lower, and the capital speculation sentiment was depressed.

Su Yu paid attention to the opening status of Huaqingbao.

I saw that this check opened directly with a large volume and a drop of around 6%, and fell into a tragic adjustment.

As for the "Apple industry chain" stocks and related concept sectors that he paid more attention to when reviewing yesterday, they did not receive the attention of the main funds during the call auction stage. As usual, accompanied by index fluctuations, the volume was reduced and the opening was slightly lower, and there was no sign of capital grabbing and attacking.

Facing such an opening scene, Su Yu was very calm.

He knew that the pessimistic sentiment of the market yesterday needed to be digested, so he was not in a hurry.

After the call auction ended, the formal bidding transaction began at 9:30. The Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index fell into a situation of opening low and moving low under the depressed investment sentiment.

However, Su Yu noticed that…

In the three major indexes, the overall volume was gradually reduced in the pattern of opening low and closing low.

In other words, the real panic did not happen, which also indirectly shows that the index cannot kill the volume at this position without major negative impacts from the outside market.

Without volume, it will not fall deeply.

Sure enough, when the ChiNext Index fell to nearly 1%, that is, near 968 points, it could not fall any more.

At this time, the previous strong concepts that had a sharp correction, such as "mobile games", "film and television media", "mobile Internet" and other concept sectors, also stabilized relatively, began to stop falling and go sideways, and even slowly rebounded.

"The pressure and emotions of selling have been released almost."

Su Yu sensed that the index had shrunk and stabilized after the correction, and secretly said: "Subsequently... it is time for new sector market rotation and new money-making effects to gather again."

As he said, he turned his attention to the concept of "Apple industry chain" that he had been paying attention to, and the related concept of "wearable devices".

It can be seen that its related concept stocks have begun to attract the attention of active funds in the market.

"Anjie Technology, Changying Precision, Xinwei Communication, Goertek, Shuobei De..." Su Yu looked at the many concept stocks that were favored by funds, and for a moment, he hesitated and said to himself, "Which one should I choose?"

These concept stocks, although the fundamentals are not bad, also have room for continued rise and hype environment.

But Su Yu felt that it was always a little short of the mark.

The market concept leaders he thought of either had great market positive drive, or had great "story imagination space" in the following months to half a year, similar to "Tianyu Information" and "Huaqingbao", which had their own unique hype potential.

And on the current market...

These concept stocks that were attacked by funds and showed abnormal movements, Su Yu did not see this gene.

If he only wanted a few points of profit, or a maximum of 10% profit space, these stocks had reached the point where the adjustment was over and there was a high probability of rebound.

He could participate boldly.

However, what he wanted was not a few points or even 10 points of profit rebound space, but to find the market concept leader and make a breakthrough continuous market for the ChiNext Index.

Just when he was worrying about which stock to choose and guessing the next motivation of the main capital.

A stock called "Fenda Technology" from the "wearable device" concept sector suddenly rose by 3% under the attack of funds, attracting Su Yu's attention.

The main company of this stock is an integrated solution provider for "research and development, design, production and sales of consumer electronics and its core components". As early as March this year, the company released Wi-Fi-based cloud audio hardware and software solutions equipped with high-performance chips developed by the company itself, which was regarded by the industry as a landmark event for the company's commitment to becoming a vertically integrated manufacturer and service provider of consumer electronics products.

At that time, this stock was hyped by market funds under this favorable wind.

But later it returned to calm.

Su Yu looked at this stock and did not rush to act, but thought about whether this stock, at the current stage, could take on the responsibility of "the overall leader of the concept" with its explosive potential and sector-driven effect.

"The wearable device market has great potential, but it still lacks a catalyst."

Su Yu thought about the logic and sighed secretly: "However, judging from the current strength of the main market funds, there is no better choice than it."

In his memory, Fenda Technology is one of the big bull stocks in the entire bull market.

But he didn't know when the other party started and the huge changes in fundamentals happened.

So, in terms of participation and timing, we can only judge according to the current market hype timing and the strength of funds attack, so as to take one step at a time.

And with his brief hesitation...

In a few minutes, the stock price of Fenda Technology has soared to more than 5%, which seems particularly strong.

And a huge amount of buying orders are pouring into the market of this stock. Judging from the time-sharing transactions, the determination of the main funds to push up the stock price is also very firm.

"The transaction volume has exceeded 25 million."

Su Yu stared at the real-time transaction interface of Fenda Technology, and a trace of surprise flashed across his eyes: "The capital attack is very strong, almost without stopping, and it is a strong sweep."

"There are only 40 million shares of this stock in circulation, and the circulating market value is only about 500 million."

"Such a sudden increase in volume and the reckless attack of funds... There is a high probability that there are subsequent favorable support factors in it. There must be another large fund that got the news in advance."

Thinking of this...

Su Yu no longer hesitated, and the funds of the four trading accounts that had already logged in were placed by him one after another.

4,000 lots, 6,000 lots, 10,000 lots...

After Su Yu decided to act, he was very decisive. More than 20 million funds swept the stall selling orders of Fenda Technology and pushed its stock price directly to the daily limit.

However, when he placed the order, a huge order just appeared on the real-time transaction board of Fenda Technology.

The main force that had previously pushed up Fenda Technology began to panic in an instant, and with a more rapid attitude, it placed 4 large orders of 10,000 lots in a row, directly hitting the daily limit and blocking the path.

Su Yu looked at Fenda Technology, which quickly reached the daily limit within a minute.

Looking at the daily limit price fixed at 13.78 yuan, the daily limit order was closed in an instant, and the trading disk exceeded 50,000 lots.

Looking at the orders he placed, in addition to the 17,800 lots that were traded, there were more than 2,000 lots on the daily limit without being traded.

For a moment, he was very stunned.