Rebirth of the investment era

"Okay!" Li Meng responded and quickly issued the order.

Immediately afterwards, tens of millions and billions of funds followed the instructions and poured into popular stocks related to the two main lines of 'mobile Internet' and 'smartphone industry chain', as well as automobiles and white goods from the hands of traders. The core strong stock market in the field of electronic consumption.

Then, the next moment...

With the influx of these huge funds, there are lightning main purchases.

The rapid decline of related stocks suddenly stagnated, and then rebounded quickly.

At 9:48, thanks to the sudden bottoming out of these stocks, the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, ChiNext Index, and the Small and Medium Enterprises Index all showed signs of bottoming out.

Subsequently, at 9:49, Fenda Technology surged straight up, returning to an increase of more than 7%.

At this time, countless investors are focusing their attention on the two main areas of "mobile Internet" and "smartphone industry chain" that have relatively strong performance. Once again, major funds are flocking to buy the bottom and follow the trend.

At 9:50, with countless funds buying the bottom and following the trend, related popular stocks accelerated their rise.

At 9:51, Fenda Technology accelerated again, hitting the board in a straight line, and then sealed the daily limit, and the stock price returned to 55.75 yuan.

At 9:52, driven by the strong daily limit of Fenda Technology, other popular stocks related to the two main lines of 'mobile Internet' and 'smartphone industry chain', such as Huaqingbao, Changqu Technology, Wangsu Technology, LeTV, Xinwei Communications, Anjie Technology and other stocks have all moved up, and are being frantically chased by funds from all walks of life.

At 9:53, driven by the collective drive of popular concept stocks and related popular concept sectors of the two core main lines of 'mobile Internet' and 'smartphone industry chain', the small and medium-sized index and the GEM index quickly recovered their losses and returned to 1 % decline, and is further accelerating its rebound. At the same time, due to the sudden rise in the automobile and white goods consumption sectors on the main board, the declines in the Shanghai Stock Exchange Index and the Shenzhen Stock Exchange Index are also further narrowing.

At 9:54, the sentiment derived from 'mobile Internet' and 'smartphone industry chain' began to pick up and spread to all industries and concept sectors in the entire market. All stocks that were diving rapidly in the entire market were buying the bottom with a large amount of money. Comes the restorative rally.

And this moment...

Magic City, inside Zexi Investment, in the trading room.

Xu Xiang stared at the index that had hit bottom for the second time and the market that was starting to pick up again after large-scale profit-taking exits. He also quickly gave Zhou Kan instructions to increase his position and buy at the bottom.

At the same time, Yanjing, Shenzhen, Yuhang, Magic City, Jinling...

Smart major institutions, powerful hot money, and large investor groups from all over the world are also looking for opportunities and are trying their best to increase their positions and buy at the bottom.

And with the buying of this group of smart funds, the market's buying began to completely suppress the selling.

Both the index and individual stocks in the two cities are rising across the board and recovering lost ground.

Finally, when the time jumped to 10 o'clock, the GEM index turned red first. Among the popular stocks related to the two main lines of 'mobile Internet' and 'smartphone industry chain', Changqu Technology also turned red at this moment. Following the trend, it has become the second daily limit stock in these two main areas.

At 10:02, after the GEM index turned red, the small and medium-sized index turned red and rose.

At the same time, the two core popular concept sectors of ‘wearable devices’ and ‘mobile games’ both increased by more than 2%. Hua Qingbao followed suit and hit the daily limit, and the ‘two heroes of mobile games’ returned.

At 10:05, the 'automobile and white goods consumption' sector on the main board rose by more than 1%, the Shanghai Index fell back to about 1.2%, and the Shenzhen Index fell less than 0.5%, forcing the market to close.

At 10:12, "Internet finance" suddenly emerged. Hua Ke Financial and Shanghai Steel Union reached their daily limit. The ChiNext Index and the Small and Medium Enterprises Index both rose by more than 0.75%. The Shenzhen Stock Exchange Index turned red, and the Shanghai Stock Exchange Index fell back to around 1%.

At 10:16, the two core main line-related concept sectors of 'mobile Internet' and 'smartphone industry chain' and their related popular stocks have all recovered their previous intraday losses, and the hot sentiment has been fully transmitted to '4G communications, In the case of other conceptual fields in the two cities such as electronic information, film and television media, and industrial robots, the GEM index and the small and medium-sized index rose by more than 1%, reaching the intraday high before the big dive.

At 10:21, Gree Electric Appliances and Midea Group, the two major players in the white goods field, rose by more than 3%, leading the entire large consumption rebound, and the Shanghai Stock Index fell back to less than 1%.

Of course, throughout the index rally…

The weights of securities, venture capital, banks, and two barrels of oil are still relatively weak, falling continuously, and there is an obvious outflow of funds on the market.

"Yu Kong, it's Yu Kong who washes the dishes!"

After seeing the index plummet, it quickly recovered, and the time sharing capacity was significantly larger than before. The ability to take over was very strong. On the online stock trading forum, countless retail investors became excited again: "Counterattack, counterattack ! Today is definitely the day for the market to make a big counterattack."

"Haha, I finally took it back. Just now... I was really scared to death!"

"Fortunately, I endured it and didn't panic sell, otherwise... I would have been cut again."

"Let me just say, if you buy Fortune Road heavily, it's definitely the bottom of the market. As expected... the market is here and there is no way it will fall any further."

“It’s all driven by the two main lines of ‘mobile Internet’ and ‘smartphone industry chain’!”

"Yes, Fenda Technology is too powerful!"

"Fenda Technology has become the core leader of the two main lines of 'mobile Internet' and 'smartphone industry chain', right? Alas...it's a pity that I was too timid when the market plunged and didn't dare to buy it. Now I can't even buy it if I want to." .”

"It is definitely the core leader. This wave, the previous high position of 76.86 yuan will definitely be broken."

"Damn, you still have to have faith to hold shares. I originally bought Fenda Technology, but I just saw the market plummeting so quickly, so I sold it again!"

"This wave of market washing, the main force is really disgusting."

"I was also washed out, but...it's still too late to chase after me now, right?"

"Chase! We must chase positions! I feel that there must be a big positive line in the market today. It has already hit the bottom for the second time. There shouldn't be a third time, right?"

"If there really is a third time, then it's not called bottoming out, it's called plummeting."

"If you really want to fall, you won't pull up. And you pull up so fiercely. This... is definitely the bottom."

"The two main lines of 'mobile Internet' and 'smartphone industry chain' have clearly come out, and other major sectors of the entire market are also rebounding strongly. All stocks have basically increased in volume and price. If you don’t dare to pursue it at this time, you will really lose your money.”

"It's always right to follow the trend of wealth. You must work hard today."

"If you don't chase high today, you will chase higher tomorrow. After the index bottoms out for the second time, it should not go back."

Many retail investors were excited and had heated discussions. As the index went higher and higher, as the two early popular core lines of 'mobile Internet' and 'smartphone industry chain' were successively attacked by major funds, related popular stocks continued to rise. With the daily limit rising, market investment sentiment has quickly recovered again from its previous sluggish state.

At the same time, within the main hot money group of Yuhang where Su Yu was...

The major hot money players are also having heated discussions at this moment and are attacking in all directions.

"What the hell, the response was slow. Not only did Fenda Technology fail to keep up, but Tianyu Information also failed to keep up with this wave!"

"Today, the two main lines of 'mobile Internet' and 'smartphone industry chain' are in full swing. There are more than 100 related concept stocks in the two major fields, 85% of the stocks are in the red market stage, and the profit-making effect is simply overwhelming. Now look at ...The sharp decline just now was an excellent buying point.”

"Indeed, it has exploded across the board, and the active funds in the entire market feel like they are converging on these two areas."

“It feels like Internet Speed ​​Technology is going to be shut down too!”

"The circulation of this stock is quite large. I wonder if it can be sealed?"

"It should be possible! Although the circulation is not small, it is indeed one of the core popular leading stocks in the market. With several popular leading stocks such as Fenda Technology, Hua Qingbao, and Changqu Technology all hitting the daily limit, this check If it’s on the board, there shouldn’t be many people smashing it, and there’s a high chance it can be sealed.”

"Try chasing after 1,000 lots. I feel that the market rebounded very quickly. In the two core main lines of 'mobile Internet' and 'smartphone industry chain', there are not many that can be bought at the moment!"

"After the sharp decline at the beginning of the market stabilizes, the rebound trend will be quite clear, and funds from all walks of life will definitely chase it!"

"At this moment, market expectations and feelings are rapidly changing from divergence to consensus."

"The two core lines of 'mobile Internet' and 'smartphone industry chain' are increasingly recognized by major funds, and their expectations are also rapidly converging."

"The index has completed its bottoming, and the main line of rebound is clear. This should be the best time to follow the trend!"

"Yes, if you buy it in the two main areas of 'mobile Internet' and 'smartphone industry chain', you will most likely be able to make a profit."

"Damn it, in less than a minute, Internet Speed ​​Technology has indeed blocked the daily limit."

"Haha... Fortunately, my 1,000-lot order was placed."

"The small and medium-sized board index and the GEM index have reached new intraday highs, and the Shenzhen Stock Exchange Index is about to break through the 1% increase. Fenda Technology, Huaqingbao, Changqu Technology, Wangsu Technology, Huake Financial, and Shanghai Steel Federation have all reached their daily limit. , what else can I buy now? Damn it... I really shouldn’t have hesitated when I took a big dive just now!”

"We can only buy second-tier leaders in the two main areas of 'mobile Internet' and 'smartphone industry chain'."

"for example……"

"For example, Tianyu Information, LeTV, Huayi Brothers, Oriental Fortune, Jinzheng Shares, Changliang Technology, Great Wisdom, etc., are recommended to be second-tier leading stocks in the 'Internet Finance' sector. I feel that this sector is going very strong today. Slightly weaker than 'mobile games' and 'wearables'."

"Damn it, just as I finished speaking, Tianyu Information has reached its daily limit!"

"These funds are too stubborn. They were rushing to sell before, and now they are rushing to buy."

"Today's market feels very light. There are many popular stocks in the two main lines of 'mobile Internet' and 'smartphone industry chain'. Regardless of the amount of circulation, it seems that it is not difficult to close the market."

"A large number of profit-taking orders from yesterday's bottom hunting have been basically cleared in the rapid dive just now. The market at this moment...can't it be light?"

“Don’t hesitate, I feel like if you don’t buy it now, you will chase it higher in the future.”

"It's LeTV. Among the top-tier popular stocks, this one is the only one whose GEM weight has not reached the daily limit."

"I'm going to attack the Huayi brothers. Who will take over Oriental Fortune? The film and television media sector, I feel like there is a relatively big chance today!"

"Isn't anyone paying attention to the field of network security? I feel that 'Ren Zixing' can also help."

"What about Huaguo Software? What about Inspur Software, NavInfo and other core concept stocks in the Shenzhen Stock Exchange and the Small and Medium Enterprises Board? I feel like we can do it too!"

"Is anyone paying attention in the field of white goods and automobiles? It was a bit unusually strong today!"

As the messages in the group are constantly being refreshed...

On the market, around the two core main lines of 'mobile Internet' and 'smartphone industry chain', the market is spreading faster and wider. In addition to the strong 'mobile games', 'wearable devices', and 'Apple Concepts', 'Internet finance' and other concept sections, for a time... 'network security', 'smart city', 'mobile payment', 'software development', 'film and television media', '4G communications', 'electronic information', etc. A number of concept sectors have also moved up one after another, and related core concept stocks have been frantically pursued by various hot money players, with individual stocks rising and falling one after another.

In addition to the market trends surrounding the two core main lines of 'mobile Internet' and 'smartphone industry chain'.

On the main board, automobiles, auto parts supply chains, white goods, real estate, infrastructure and other fields have also launched a very obvious rebound in both volume and price. Related industry sectors, concept sectors, and funds have all Showing a net inflow state.

Finally, driven by the two core main lines of 'mobile Internet' and 'smartphone industry chain', and driven by the strong rebound of 'automobiles, white goods, real estate, and infrastructure'.

When the time passes 11 o'clock...

The three major indexes, Shanghai Composite Index, Shenzhen Composite Index and ChiNext Index, all recovered their intraday losses and hit new intraday highs. Among them... the Shanghai Composite Index actually turned red and rose, the Shenzhen Composite Index rose by more than 1.2%, and the ChiNext Index rose by more than 2%.

Immediately afterwards, at 11:05, in the two main areas of 'mobile Internet' and 'smartphone industry chain', more than 10 related concept stocks sealed their daily limit, and more than 15 stocks hit their daily limit, and 'mobile games', 'can The three core concept sectors of "wearable devices" and "Internet finance" all increased by more than 3.5%.

At 11:16, the three major indexes continued to rise rapidly, with the Shanghai Stock Exchange Index rising by more than 0.5%, and the ChiNext Index rising by nearly 2.5%, once again reaching 1,230 points.

At 11:25, close to the noon closing time, the entire mobile game concept sector set off a trend of daily limit. Except for the two stocks of Hua Qingbao and Changqu Technology, which originally hit the daily limit, the other stocks of Meisheng Culture, Yaoji Technology, and Century Hua Stocks such as Tongtong and Sanqi Interactive Entertainment have also hit the daily limit. In the entire concept sector, more than 7 stocks have hit the daily limit.

At 11:28, the GEM weight of LeTV hit the daily limit. At the same time... the GEM index reached 1236.36 points, up more than 2.81%, with a half-day amplitude of more than 5%.

Finally, at 11:30, the market closed at noon.

The Shanghai index was set at 2316.31 points, up 0.73%, and stood firm and held the important mark of 2300 points; the GEM was set at 1237.69 points, up 2.91%, not only holding the 1200 point mark, but also once again achieving a major intraday reversal. , created popularity, and also created a long-lost fiery mood in the market.

In addition to indexes, sectors and individual stocks.

The concept sectors related to the two core main lines of 'mobile Internet' and 'smartphone industry chain' continued to lead the gains in the two cities. Among them, the concept sector of 'mobile games' rose by more than 5%, and the concepts of 'wearable devices' and 'Internet finance' The sector rose by more than 4%, and the 'film and television media' concept sector rose by more than 3.5%.

On the main board, the two major concept sectors of automobiles and white goods rose by more than 1.75%, becoming the core sectors supporting the Shanghai Stock Exchange Index. The other two major weighted concept sectors, such as real estate and infrastructure, also outperformed the Shanghai Stock Exchange Index and became the core sectors supporting the market. The important forces are the "securities and banks" in the "big financial" field, as well as the petrochemical sector, which has performed well before, and together with the cyclical fields such as coal, non-ferrous metals, steel, etc., the performance is not satisfactory, significantly underperforming the Shanghai Stock Exchange Index, showing There is a slight red market, or a slight downward trend.

In terms of popular stocks...

Among the two core lines of 'Mobile Internet' and 'Smartphone Industry Chain', many popular stocks in the early stage, especially many popular stocks superimposed on the 'Wealth Road Concept', performed the strongest today, with more than 10 stocks touching Daily limit.

After closing at noon, we were faced with such a hot market trend.

The vast number of investors in the entire market are extremely excited and excited, and many people have even begun to chant, "The bull market is back". "

Of course, in the rapid plunge in early trading, some investors were washed out or took profits early.

At this moment, I was pounding my chest and feeling extremely depressed.

But whether they are investors who have been washed out, investors who are still in the market, or investors who have not entered the market yet and are preparing to enter the market, everyone's expectations for the market outlook have become quite optimistic at this moment. In the market, bullish sentiment has completely suppressed bearish sentiment.

"It's really just a big positive line that changed my belief!"

At noon, in the internal trading room of Yuhang Investment at 12:40, Li Meng briefly browsed through various topics and comments on the Internet, and couldn't help but sigh: "It feels like retail investors in the market really only have three seconds of memory. The crash has just passed, but everyone has basically forgotten about it.”

"It's not limited to retail investors." Su Yu responded with a smile, "In the financial trading market, there is no short belief that can't be changed by one big positive line. If it can't be changed, then two big positive lines, three big positive lines... …As long as the market continues to have a hot money-making effect, everyone will quickly forget the memory of losing money during the plunge.”

"That's right!" Li Meng nodded slightly, "It's human nature to chase the rise and kill the fall."

Su Yu smiled and continued: "If they don't chase the rise and kill the fall, and don't panic or be greedy, where will we make excess profits? So... essentially, we have to thank them. "

Li Meng was very surprised by Su Yu's absurd reasoning, and replied in a daze: "So...it's true!"

The financial trading market, most of the time, is just a stock gaming market. How much profit they make means how many investors have lost so much money. After all, the proportion of their profits really comes from enterprises. Dividend profits are almost negligible.

"Oh, by the way..." Su Yu paused and asked, "How many chips did you buy in total this morning?"

Li Meng looked at the transaction data compiled in the background and replied: "A total of 1.86 billion was purchased in the morning, among which the two core main-line popular stocks of 'mobile Internet' and 'smartphone industry chain' were the ones we originally held. In the two main lines of stocks, 830 million new chips were added, and the remaining 1.03 billion funds were all purchased into white goods and vehicle stocks with relatively good market liquidity."

"Positions in white goods and vehicle stocks..."

“Mainly concentrated on Gree Electric Appliances, Midea Group, Great Wall Motors, and Changan Automobile.”

"Currently, our company's two main funds hold a total of 6.886 billion funds, which has exceeded 50% of the overall position line. It can be regarded as completing the established goal of building a position."

"The two funds hold a total of 39 stocks, more than 80% of which are popular core stocks in the two main lines of 'mobile Internet' and 'smartphone industry chain'."

"Okay!" Su Yu said after listening to Li Meng's report, "Now that the established position building goal has been completed, then for the relevant target stocks, we will keep the dynamic position level unchanged, slowly increase the position, and sell out as we go!"

He does not have high expectations for the rebound at the end of the year after the bad news materializes.

After all, the macro-capital aspect of the market is relatively tight at the end of the year. It is unrealistic to continue to hit highs and break through the previous highs. Therefore... on the two core main lines of 'mobile Internet' and 'smartphone industry chain', He didn't dare to push his position to the extreme.

In his opinion……

The capital volume of the company's two main funds is already quite large compared to the market's current turnover of around 100 billion.

In addition, the intraday liquidity of the two core main lines of 'mobile Internet' and 'smartphone industry chain' is also very limited.

If he fills his position too full and draws every check to the extreme chip range, then if there is a market emergency, he will not have time to close his position and leave the market within a day or two.

Therefore, the market bull market has not really started and the market volume cannot be significantly improved at this stage.

He feels that it would be good to maintain a dynamic position line of 50% to 60%.

In fact, the current intraday liquidity of the two core main lines of 'mobile Internet' and 'smartphone industry chain' alone can only carry so much money that he has invested, and then increase his position... Either it will continue to expand the scope of stock holdings, or it will hit the red line of holdings and be subject to stricter supervision and restrictions on increase and decrease of holdings.

"No problem." Li Meng said, "On the two main lines of 'mobile Internet' and 'smartphone industry chain', our current number of positions can be regarded as a super main institution in this field. Using our hands With the chips, proper control and guidance, and grabbing excess profits, there shouldn’t be much of a problem.”

"certainly……"

"The prerequisite is that there is no trouble in the market and the market macro is supportive."

"Otherwise, even if we hold a huge amount of chips and become the super main force in this field, it will be difficult to continue to buck the trend and maintain the profit-making effect and popularity."

In the so-called market transactions, you should follow the trend under any circumstances.

If the overall market trend is downward and overall liquidity tightens, no matter what they do, they will eventually be overwhelmed by the general trend and find it difficult to achieve their expected trading goals.

"In the short term, there should be no need to worry too much." Su Yu said, "The plan to restart the market IPO has not really been implemented yet. Regulators have tasks. Before the first batch of companies are successfully listed, they should not Release new negative news to the market.”

"As for the rest..."

"If the central bank does not ease monetary policy at the end of the year, the market may have some problems in terms of funding."

"But by then, the profit margin of the position chips in our hands should be quite large. There is room for maneuver and maneuver, so we don't need to worry too much."

"Okay!" Li Meng responded.

Knowing that Su Yu had his own calculations about the risk, he didn't say much.

Then, she turned her eyes back to the market again, only to see that at this time, the time had reached 1 o'clock in the afternoon, and the stagnant market of the two cities started to beat again.

Thanks to the big reversal in the morning market and the continued fermentation of bullish sentiment at noon.

As soon as the market opened, strong follow-up funds continued to chase market hot spots and poured into major popular stocks, driving stock prices and related indexes to continue to rise.

Immediately afterwards, in less than 3 minutes, the GEM index stood at 1240 points, rising by more than 3%.