Rebirth of the investment era

“Has the hype in the direction of restructuring and shell resources concept stocks now become a reality?”

Seeing the market's midday closing result, Li Meng was very happy and said excitedly: "I didn't expect this line to be driven so easily."

"Active funds in the market have fully gathered in this direction. Under the effect of making money, the market of this line has indeed picked up." Su Yu replied, "As for saying it is so easy... the main reason is the 'Shanghai Free Trade Zone' Under the current situation, this line can no longer continue to be speculated. Funds need a high-low switching market to undertake it. The big concepts of restructuring and backdoor have now become popular again. The stocks related to core concepts have clean chips and the stock prices have increased. It’s basically at a historical low, and once we catch fire, other active funds in the market will find opportunities and naturally follow.”

"but……"

Su Yu paused and looked at his trading account. In the morning, he only bought a total of more than 30 million chips on Rongshun Shares and Hilong Software. He sighed: "It's just that the market started too fast. We took Not too many chips.”

"Yeah!" Li Meng nodded, agreeing with this point, and replied, "We operated 30 core concept stocks simultaneously. Throughout the morning, we only bought a total of almost 400 million chips, which is higher than before." The layout of the Shanghai Free Trade Zone is indeed much different."

"Of course, the main reason..."

"These are still these shell resource concept stocks that are expected to be restructured. Their liquidity is limited and their market size is not large. Our buying actions in these stocks are very limited."

Among the shell resource concept stocks they have built positions in, the one with the smallest market capitalization and even the smallest total market capitalization is only 430 million, and generally the total market capitalization does not exceed 1 billion. Hilong Software is considered to be the largest among them. Build a concept stock position.

Therefore, in terms of operation, it is far less natural than when operating the main line of speculation in the "Shanghai Free Trade Zone".

"Just buy as much as you can!" Su Yu thought for a moment and then said, "Anyway, this line is only used as the market's two core hype themes in the 'Shanghai Free Trade Zone' and 'Pan-Mobile Internet' The excessive market between transitions is persistent, but not long-lasting. We don’t need to pay too much attention to it. Thinking about how much money we have to make in this field, the main thing... is to use the hype of this line to stabilize the index. Come down and warm up the place and the mood.”

"In this way, when the market naturally overshoots..."

“Only when everyone’s expectations are raised very high will they follow the trend enthusiastically.”

"In other words, although we are actively hyping this line, our main course is still the concept of 'pan-mobile Internet' and related core stocks. The concept of 'reorganization and backdoor' is just a side dish, regardless of Earning more or less will have little impact on the realization of our final investment strategy.”

"Yeah!" Li Meng continued to respond, "I also think that although the concept of 'reorganization and backdoor' is expected, there is also room for imagination and game, but it is extremely difficult for stocks in this field to realize their expectations. In addition, they themselves Poor fundamentals can be speculated, but the sustainability... is certainly as you said, far inferior to the 'Shanghai Free Trade Zone' line."

"You should be able to get through it in two, three days, or even a week, right?" Wang Can couldn't help but said at the side, "If we don't have two, three days, or even a week, then we will be lonely in building a position."

Su Yu's eyes fell on the stock of Xinwei Group, and he said with a smile: "As long as Xinwei Group does not open the market, the market's expected space will continue to speculate in this concept of 'reorganization and backdoor', so what we said The poor continuity is compared to the main concept of 'Shanghai Free Trade Zone'."

"However, the main concept of the 'Shanghai Free Trade Zone' has been speculated for almost two months."

“The line of restructuring and backdooring, even if the basic logic and continuity of the hype is far inferior to that of the ‘Shanghai Free Trade Zone’, it will definitely not last just two or three days, or even a week.”

"That's good!" Wang Can responded.

"When we guide the main line of speculation on restructuring and backdoor..." Su Yu paused and then said, "We still need to focus on the layout of the concept plate related to the GEM's 'Pan-Mobile Internet' and continue to increase The position weights of many 'pan-mobile Internet' concept stocks held by our fund."

"After all, our original purpose is to wait until the market sentiment stabilizes..."

“Guide the main market trend to the GEM, thus completing the switch of the overall market style, so that more funds are willing to support us.”

"Okay!" Li Meng responded and replied, "Then starting from the afternoon, we will build and increase positions simultaneously in both directions. I see the bad market investment sentiment in early trading today. After the restructuring and backdoor line broke out, It has recovered significantly, and the index and market trends in the afternoon should not be bad. If we add positions at this position, there is not much risk."

"Yes!" Su Yu responded, "It is better to lurk in advance and wait for the wind to come than to chase the wind."

Everyone briefly reviewed the discussion room...

At this time, within the Yanjing and Anlan Funds, Xie Wanting was also reviewing the market in the morning, and discovered the unusual trends of LeTV, Huayi Brothers, and Changqu Technology, as well as the obvious rush for funds during the session, and she was tough. Traces of pushing up the stock price on the market: "Teacher, these checks have also moved with the concept of backdoor restructuring today, but I always feel that the funds attacking these stocks follow the logic that is not the direction of the concept of restructuring and backdooring at all."

"Well, it's walking a little strangely."

Zhou Guohua glanced at the market charts of these stocks, nodded slightly, and then asked, "What do you think?"

"I think there is a group of funds that seems to be taking advantage of the emergence of the concept of backdoor reorganization to rush for stocks in the 'mobile games' and 'film and television media' concept sectors that have surged in the early stage of the GEM." Xie Wanting said. , “I’m wondering, are there bigger opportunities in this direction?”

"The expectations for the mobile game industry this year have always been pretty good." Zhou Guohua said, "But Hua Qingbao and Changqu Technology, the two conceptual leading stocks of mobile games, have almost tripled their value from the beginning of the year to now. In the bear market stage, this increase, compared with the expected space, should have been fully reflected."

"According to my understanding..."

"If there is no new major positive announcement in the mobile gaming industry, or even these two stocks themselves, even if the stock prices of these two stocks rebound, it will be difficult to surpass the historical highs they set in early August."

"As for the film and television media concept section you mentioned."

"Huayi Brothers has expectations for external mergers and acquisitions, and I heard that the country will implement certain stimulus policies in the domestic film and television industry. After all, cultural revitalization has been called for for several years; and LeTV, I heard that Mr. Jia is preparing to enter In the field of electronic terminal equipment and smart TVs, it even calls out that what LeTV wants to do is not a business, but the future development prospects of the ecological platform, and its benchmark should be the first-class domestic Internet companies."

"At least in the eyes of many investment institutions, this check has huge development potential and expectation space in the future."

"Essentially, the trend of its stock price in the past six months, as well as the performance of more than 20 new institutions in the semi-annual report, are enough to explain everyone's attitude towards this stock and this company."

"So, I feel that just the changes in these two aspects you mentioned cannot prove that there are relatively large opportunities in these two directions. I can only say that...if there are funds to invest in this field, we can only It is said that the market will change in these two directions in the future and the probability of repeating the upward trend of the GEM in the past few months."

"Then... can we follow this fund and lurk some positions?" Xie Wanting said, "Teacher, the current water level of our fund positions is not high. Today, the market can pull back from the deep water, and the market investment sentiment has also improved. To be able to reverse the extremely pessimistic situation caused by the collapse of the entire 'Shanghai Free Trade Zone' concept in early trading proves that the market index breakthrough is obviously effective."

"We will take on a little more position and change the conservative position strategy into a normal position strategy."

"There shouldn't be much risk."

"Moreover, you have also said that market expectations in the GEM direction, especially in many fields of 'mobile Internet', still exist. Compared with the future potential, the 'mobile Internet' field in the GEM direction is still Significantly stronger than the motherboard."

"I firmly believe that the concept of restructuring and backdooring cannot bear the breakthrough of the overall upward trend of the market."

"It cannot lead the entire market to continue to rise."

"After all, the fundamentals of these tickets themselves are very poor, and there are not enough performance expectations to promote them."

"Okay!" Zhou Guohua said with a smile, "We will also increase our positions in LeTV, Huayi Brothers, Changqu Technology, and what you call the 'mobile Internet' field."

"You are right. Since the market is extremely pessimistic, it can still pull back."

"That proves that market index breakouts are valid."

“This is the saying goes that if it should fall or not, it will be strong.”

"Furthermore, as the market shape and situation changes, an unchanged trading strategy and investment plan will also lag behind the market."

"The market is changing, and we must also change and follow the trend."

"Thank you, teacher, for your advice." Xie Wanting felt very happy when she heard that Zhou Guohua agreed with her suggestion, "Then I will carefully review the morning transaction order components of these checks."

"Forget it, let's eat first!" Zhou Guohua said, "Don't be in a hurry."

He was very happy that Xie Wanting was so focused and intelligent, but she was in the trading room all day long and was not interested in other things like shopping, karaoke, fashion matching, etc. like girls of the same age, which made him vaguely worried. There are some worries. I always feel that it is not good for a girl to focus on trading and deal with cold numbers and data in the financial market all day long. She is worried about delaying the other person's life-long events.