Chapter 79: A Big Rise Across the Board, Angering the Main Force!
At 9:58, after the "Internet Finance" sector was in full swing, the "Mobile Game" concept sector also turned red under the impetus of the influx of bargain-hunting funds, among which the leading stock Huaqingbao rose straight.
At 10:01, the "Film and Television Media" sector was in full swing, led by LeTV, followed by Huayi Brothers and Guangxian Media.
At 10:04, the "Mobile Internet Service" concept stocks and 4G concept stocks rebounded strongly, quickly recovered the initial losses, and began to turn red and rise.
At 10:07, electronic stocks moved abnormally, and Fenda Technology turned red.
At 10:10, the decline of the ChiNext Index shrank to within 0.3%, and it stood on the 1010 point again, and on the K-line chart, a red K-line of the golden needle bottoming out was left.
At 10:15, the ChiNext Index turned red, and the index point reached more than 1017 points.
At 10:21, Tianyu Information hit the daily limit, and the stock price was reported at 38.76 yuan, less than one daily limit away from the previous high of 40 yuan.
At 10:27, Dazhihui hit the daily limit. In the entire "Internet Finance" concept sector, the natural turnover board driven by non-favorable factors reached three stocks, and the number of stocks with an increase of more than 5% increased from zero at the beginning of the session to more than 7.
Su Yu looked at the two markets that had completely reversed...
Realizing that Shanghai Steel Union had become the emotional leader that stimulated the two markets and "saves the master alone", he knew that he could not buy any more chips with more than 10,000 orders on the daily limit of Shanghai Steel Union.
So he immediately withdrew about 7,000 orders and left 5,000 daily limit orders.
Then he turned around and put the 7,000 orders into the core stocks of the "mobile Internet service" concept, that is, the Internet Speed Technology market, which was madly absorbing funds and soaring.
And as he rushed to buy stocks in NetSpeed Technology.
This stock, which was dominated by institutions and had greatly reduced liquidity, was bought to the daily limit by crazy funds in less than ten minutes. The stock price was reported at 49.26 yuan, setting a new historical high again.
"Sure enough... in a bear market, confidence is more precious than gold!" Su Yu stared at the NetSpeed Technology market, which had already reached the daily limit, and sighed secretly, "Once the market sentiment reverses and confidence is restored, even the core concept stocks dominated by institutions can be bought to the daily limit by the funds that buy the bottom and follow the trend."
He expected that the stock price of NetSpeed Technology would continue to hit a new historical high in the market rebound.
Even a wave of main rising waves.
But he did not expect its trend to come so suddenly, and he did not expect the strength of the market funds to counterattack, which was stronger than he expected.
Of course, this also indirectly illustrates the smart funds in the market.
It is generally believed that at this position, even if it is a relatively high relay, the risk is not high.
Thinking about it, Su Yu's eyes moved from the Internet Speed Technology's disk to the hot stock discussion area of the two cities, observing the emotional changes of the market's retail investors.
At this time, with the full recovery of the index and major core concept sectors and stocks.
Many of the angry remarks in the early trading have disappeared, replaced by some topics such as regretting to sell at a low price, hesitating whether to chase high and buy back chips, and excited to buy at the bottom, and fortunately sticking to the end to usher in a reversal.
In short...
From the perspective of the retail investor group.
After the market was extremely tempted to sell and violently rebounded, it has begun to enter the positive feedback of funds and emotions, and has the basis for the continued rebound of the market.
Of course, even if the market launched a violent rebound and ushered in a general rise, the money-making effect continued to increase.
During this period, investors who missed opportunities, failed to hold on until the end of the adjustment, lost chips, and exited early are still regretful, anxious and angry at this moment.
Among them, not only retail investors, but also major funds.
For example...
Su Yu just intercepted them halfway in the Shanghai Stock Exchange Steel Union, snatched a large number of low-priced chips, and blocked the daily limit channel, causing the other party to gain nothing today. The behind-the-scenes operators of the two related funds, Haitong Securities Yuhang Wenhua Road and Xingye Securities Shanghai Jinling East Road, who were restricted everywhere, were angry and anxious at the moment.
Speaking of which, the two of them are also famous in the "Shanghai Stock Exchange Hot Money Circle".
Moreover, the two of them have been struggling in the stock market for seven or eight years, and they are familiar with the skills of concept speculation and emotional guidance. They can be regarded as stock market veterans and retail investor harvesters.
But I didn't expect that today I suffered a big loss at the hands of Su Yu, a "colleague".
"Fuck, who is this guy?" Zhou Tianzheng, a hot money investor who operated from the Yuhang Wenhua Road seat of Haitong Securities, was staring angrily at the 5,000 orders ahead of his on the Shanghai Steel Union's daily limit. He was so angry that he cursed, "It's really unruly."
Shanghai Steel Union was a stock he had worked hard to dig out.
Moreover, he and his friend 'Wu Yongzong of Jinling East Road, Shanghai, Industrial Securities' made the initial position, and had been maintaining the market, waiting for the 'Internet Finance' concept sector and market investment sentiment to pick up again, as well as the good news of the 'Fuxing Group', and then used the 'Guo Yunchang Investment Concept' to hype and create a round of market conditions, so as to quickly make a huge profit from this stock.
But now, what he never expected...
Just when he and his friends finally waited until the market adjustment was at the end and the opportunity for speculation was about to appear, and they were about to increase their positions aggressively, they were unexpectedly snatched away in advance, cutting off a huge amount of chips.
However, what made him most angry was not this.
But after the other party 'stealed the fruit', he didn't even give him a sip of soup, and directly hit the daily limit with tens of thousands of large orders in one go.
Of course, at this moment, he and his friends still have almost 10 million Shanghai Steel Federation chips in their hands.
But this amount of chips is not much compared to what was snatched away by the other party, and those chips snatched by the other party should have been his.
Moreover, at this moment, the sentiment of the entire market has completely reversed.
Major conceptual hot spots have also been pushed up from the bottom by the active main funds of various departments on the market. Among them, the core popular stocks are either reaching their daily limit, or are already on the way to their daily limit.
And after he missed the initial opportunity, at this moment, he even removed the order from the Shanghai Steel Union daily limit board.
If you want to move into chasing other popular concept leading stocks, there is no chance.
The missed opportunity cost, coupled with the hard work of digging and maintaining the market, created the market concept leading stock, but it was forced to become a wedding dress for others.
This feeling...
It was like the goddess that he had spent countless efforts and money to finally catch up with, but before she even held her hand, she turned around and fell into someone else's arms.
Not to mention being furious, Zhou Tianzheng was ready to tear Su Yu to pieces.
"Lao Zhou, although this guy has withdrawn 7,000 orders, the two of us still have 5,000 large orders in front of us. With the opportunity of the Shanghai Steel Federation to pull up and its role in driving the market just now, this stock has already It has quickly attracted a lot of attention from the market, and more and more orders will follow suit. Retail investors who hold positions on the market have seen that the entire market has rebounded across the board, and that the concept of 'Internet finance' is making crazy breakthroughs, and will also change. We have to be more and more reluctant to sell." When Zhou Tianzheng was in a state of panic and angry, the "Industrial Securities Shanghai Jinling East Road Wu Yongzong" who was cooperating with him called him and suggested helplessly, "How about we Should we cancel the order and transfer it to other stocks?"
"Hey, what you said makes sense." Zhou Tianzheng sighed, still angrily, "But what the hell, I'm just too unwilling."
"Furthermore, didn't you say that the 'Fuxing Department' will make big moves in financial investment recently?"
"Well, I heard that Guo Yunchang wants to use the 'Shanghai Industrial Investment' he controls to deepen the layout of domestic Internet finance, and he has also expressed his optimism about the future of 'Internet finance' in many public occasions." Wu Yongzong He replied, "Currently, the country is also advocating the vigorous development of 'Internet finance' and even proposed a 'financial technology' strategy."
"but……"
"No matter how good the concept is, if we don't have enough chips in hand, we can only be disappointed if someone cuts us off!"
"If the market has not rebounded at this moment, and the entire 'Internet Finance' sector has not yet risen, then in the face of the opponent's interception, we can also use the chips in our hands to break the daily limit, and use the retail investors' sentiment to fight against the opponent. Fight."
“But now, the entire market’s active funds have focused on the ‘Internet Finance’ sector.”
"The entire market situation has also been rapidly heated up. Funds following the trend have become fiercer, and retail investors holding positions have become more and more reluctant to raise funds and are difficult to take advantage of."
"In this case, we can only suffer the loss of being dumb."
"Fortunately, we still have almost tens of millions of chips in hand. Although compared to our original position building plan, this amount of chips is far less than it is, but it is not a complete loss. Although we have suffered a loss, we can still Get a piece of the pie from Shanghai Steel Union’s subsequent growth trend.”
"That's all I can think of!" Zhou Tianzheng continued to sigh and replied, "Today's changes in hands and amplitude of the Shanghai Steel Federation are not small. The total number of changes in the three days is far more than 20%. In the afternoon After the market closes, there should be a list of dragons and tigers, and we have to see who this guy is.”
As he said that, he looked angrily at the Shanghai Steel Union disk again. The retail orders that were in front of his own orders had been gradually poured out. More than 400 lots of 4,500-lot buy orders were eaten up, and in the end only 4,500 buy orders were left. I placed 5,000 daily limit orders, removed the remaining excess orders, and began to look for other opportunities in the market.
"Hey, this guy canceled the order?"
Su Yu observed that the market price limit of Shanghai Steel Union was closed, and the number of lots dropped sharply by more than 30,000 in an instant. After taking a closer look, he realized that it was behind him. It was most likely that it was in the Shanghai Steel Union market before he intervened. The main fund was slightly surprised for a moment, smiled, and said to himself: "But... it is normal to cancel the order at this time."
The entire market has already bottomed out and rebounded from a sharp rise.
Even he knows that under this reversal of sentiment, as the short-term main funds of various departments on the market become active again, the willingness of retail investors to lock up positions and be reluctant to raise funds will definitely become stronger and stronger, and the Shanghai Steel Union circulation market will Not big. Most of the floating chips that are most panicking have been almost eaten up by him. Blocking the funds here is just a waste of opportunities. If you can't get any chips, then the other party will definitely understand.
"This reaction speed, although a few beats slow, is not stupid."
Su Yu briefly commented on the other party's behavior of canceling the order, and continued: "Judging from the rebound pattern of the market, both the main funds active in the market and the majority of retail investors should have already reacted. Today's subsequent trading hours , the only way left is to go up one way. ”
Thinking about it, Su Yu already knew about today's stock market and what he was buying.
There will no longer be sharp corrections and declines.
Moreover, apart from the remaining balance of almost 1 million in the bank's current balance, all the funds in his hand have been purchased in stocks.
Therefore, I no longer pay attention to the two popular concept stocks held by the main account.
Instead, he opened several accounts that Yang Hao asked him to buy Lipu Lighting stocks, and continued to leisurely eat the various loose orders on the Lipu Lighting disk intermittently in small bites. , slowly accumulating chips to the 30 million chip threshold required by Yang Hao.
As he turned the unpopular "loom stock" of Lip Lighting into a greedy snake game that only eats but does not vomit.
The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index have continued to rise during the trading hours.
Finally, when the market closed at 3 o'clock, the three major indexes all rose by more than 2%. Among them, the ChiNext Index rose as high as 3.89%, setting the largest single-day increase and amplitude since May; while the Shanghai Stock Exchange Index once again stood at 2,300 points. The integer mark of bit swept away the early decline.
Sector concepts and individual stocks...
The concept of Internet finance performed best. There were 6 stocks in the sector with daily limit, and more than 12 stocks with gains of more than 5%.
The next strong one is the concept of mobile games.
Hua Qingbao, Meisheng Culture hit their daily limit, and other related concept stocks rose by basically between 4% and 7%, which was significantly stronger than the growth of the GEM Index.
Following the concept of mobile games, it outperformed the GEM Index and significantly boosted the market.
That is the concepts of film and television media, electronic information, 4G, and wearable devices that have been heated up in the early stage. Of course, in addition to these popular concept lines, the concept of "industrial robots" is also relatively eye-catching, but it is just the market attention. , not that high.
In addition to these hot concepts on the GEM, the main board...
The sectors that contributed the most to pushing the Shanghai Stock Index upward were sectors such as "infrastructure", "public transportation" and "high-speed rail". Big finance was still absent, and the performance of the two barrels of oil was lackluster.
Judging from the overall performance of the two cities, the main active funds are still on the GEM.
The main board is like an old man, having lost its vitality. Even though the rebound is not low, there are no sector market opportunities that can be continued and trusted.
Of course, the worst thing is still the Tianliang institutions and retail investors who stick to the "Big Finance" and "Two Oils" sectors.
This is the place with the lowest valuation in the entire market. It is the so-called "valuation depression" that institutions have been promoting for two years.
However, this ‘depression’ seems to be independent of the entire market, as if invisible.
When the market rebounds, it does not rise; when the market falls, it follows the decline.
When everyone analyzes the fundamentals and feels that its valuation is already extremely low and cannot possibly fall any further, yet it can continue to refresh everyone's outlook.
When everyone thinks that as large central enterprises such as petroleum, banking, securities, and insurance that are almost state monopolies,
Breaking the net limit is the limit. The stock price has fallen by 90% from its historical high, and it is impossible to fall anymore.
But I didn't expect that these big guys could continue to decline on the basis of a 90% drop, hitting the net asset ratio to 0.8, 0.7, or even 0.6.
No one knows where these ‘big guys’ are.
Therefore, although their valuations have been compressed to the limit, the 'Prisoner's Dilemma' is still occurring, and there is still a steady stream of retail and institutional funds. It is better to cut off the meat from these 'big guys' and leave the market, and pursue them to make money. entrepreneurial sector.
However, neither Su Yu nor many smart people in the market.
Everyone also understands that unless these giant companies, which are the market's "ballast stones," truly bottom out, they will not be able to go very far by relying solely on the seesaw market under the game of existing funds.
Not to mention the so-called 'full bull market' market.
However, these are not very important for Su Yu, who currently only focuses on market sentiment and capital games and takes the road of hot money, as he has a small amount of funds.
He doesn't need to think so much at this time.
After a brief review, Su Yu rested for a while, and then his eyes moved to today's dragon and tiger rankings that had been announced.
Thanks to the dramatic amplitude of the stock market today, there are obviously more stocks on the list today than in previous days. Among them, popular concept stocks such as Shanghai Steel Union, Huaqingbao, Wangsu Technology, and Great Wisdom are all on the list. famous.
Su Yu first looked at the Dragon and Tiger List of the Shanghai Steel Federation.
I saw this stock. On the buying list, the seats he operated, namely Yuhang Fortune Road and Yuhang Fusheng Road, were ranked first and second on the buying list. It can be said that it is a dominant company, with a total buying capital of more than 100,000 yuan. 30 million, including a seat on Yuhang Fortune Road, and the purchase capital exceeded 20 million.
As for buying three, buying four, and buying five other than him.
Except for the 3 million chips grabbed by Jinling East Road in the Shanghai Stock Exchange, the other purchase amounts were all around 2 million, and the impact was minimal.
As for the other stock he's involved in...
On the Dragon and Tiger list of Netspeed Technology, the seat of Yuhang Fusheng Road, which he used to buy, ranked third on the buying list. The first and second buyers were both powerful hot money active in the market, and the institutional seats that dominated the check of Netspeed Technology did not appear on either the buying list or the selling list today.
"Fuck, it's Caifu Road and Fusheng Road again. The funds on this road are simply amazing. They can catch the leader every time."
After the Dragon and Tiger list was announced, the whole market saw the buying seat of Shanghai Ganglian, and many retail investors and major capital traders were upset again.
PS: Thank you for your subscription, reward, and voting support. I will report the results. So far, the first order is 888. Although it is not as high as the 1,000 I expected, the gap is not far, and I am very satisfied. I will continue to update 10,000 words today. As for more, I hope I can write it out. After all, I still owe the leader 20 more to pay.