Rebirth of the investment era

"The momentum is like a rainbow!"

Seeing the index accelerating its rise, various hot spots and money-making effects are emerging one after another in the two cities, and the market investment sentiment has recovered significantly. In the Shenzhen Stock Exchange, inside Xiniu Fund, in the trading room, General Manager Liu Xin looked at the fund manager Fang Xinsheng, and he was full of joy. Appreciation: "This time, we have perfectly positioned the market's rebound node, and obtained quite high-quality market chips for the main line. The year-end red envelope is very promising!"

Fang Xinsheng nodded slightly, with a look of relief on his face.

The rapid dive at the beginning of the morning was, to be honest... a bit beyond his expectation.

"The Shenzhen Stock Exchange Index, the ChiNext Index, and the Small and Medium Enterprises Index have now filled in yesterday's gap. Next, the market should not change much." Fang Xinsheng said, "However, there are usually some changes in funding at the end of the year. Tightening, after the market supports here, the height of the rebound may be limited, and our profit expectations should not be set too high!"

Liu Xin laughed and said: "Let's make as much as we can! In my opinion... if we can seize this wave of market trends, no matter how much we make, it will be equivalent to picking up for nothing."

According to his original idea, the fund should take short positions or stop profits at the end of the year.

As a result, now, under Fang Xinsheng's operation, he still kept pace and took a heavy position. Naturally, all the profits were beyond his personal expectations and were picked up for nothing.

"Although funds will not be very abundant at the end of the year, the Shanghai Stock Exchange Index and the GEM Index will most likely be in the range of 2300 points to 2500 points, and 1200 points to 1400 points, forming a volatile situation, but..." Trading team leader Mou Zhengxing couldn't help but express. My own opinion, "As the core main lines of the market, the core hot stocks of the two main lines of 'mobile Internet' and 'smartphone industry chain' will most likely reach new highs or have the opportunity to be bullish, right? If these stocks... ...If we can hit a new high, or become a double-headed stock, our expected profit margin will only be about 25%."

Fang Xinsheng responded: "Whether we can realize the expectations you mentioned depends on the subsequent evolution of market sentiment and changes in volume and energy. In fact, I was thinking..."

Fang Xinsheng paused and said: "Fortune Road has invested heavily in the two main lines of 'mobile Internet' and 'smartphone industry chain', often involving billions of funds. Although there are obvious differences in the market conditions of these two lines, It has an intensifying effect, but I’m afraid it’s also a double-edged sword!”

"How do you say it?" Liu Xin asked.

Following Liu Xin's inquiry, the trading team leader Mou Zhengxing also looked at Fang Xinsheng with some confusion.

Fang Xinsheng saw the two people's expressions, smiled, and replied: "It's a very simple reason. The current impact of funds from Fortune Road on the market's long and short sentiment is no less than the sudden and significant good and bad news in the market. Well, judging from the previous trading experience of this channel of funds, as long as his seat appears on the Dragon and Tiger list, regardless of buying or selling, it will have a very obvious impact on the subsequent market trend."

"He keeps buying... and naturally everyone is happy."

"If he continues to sell, as long as he shows his attitude of clearing positions, it will be difficult for the core main market trend related to it to continue."

"And such influencing conditions..."

"This resulted in the core market trend of the main line in which he participated on a large scale. In the early stage, the market would develop very quickly and the emotional fermentation was quite intense. But when the core market trend of the main line in which he participated on a large scale reached a certain height, after he was so big Under the suppression of large-scale positions, the relay funds that dare to participate will drop significantly, resulting in insufficient market acceptance and restricting the continued development of the market."

"After all, with relatively high positions and relay funds, everyone is afraid that Fortune Road will suddenly crash."

"This is also another prisoner's dilemma!" Fang Xinsheng sighed with emotion and continued, "So... the two core main lines of 'mobile Internet' and 'smartphone industry chain' are induced and driven by the funds on Fortune Road. Well, it’s really uncertain how far we can go.”

"Although the heavy positioning of wealth will form a restriction on the market height and affect the follow-up relay funds, but from the essential analysis...the two core main lines of 'mobile Internet' and 'smartphone industry chain', Is it still the one with the strongest future expectations in the market?" Mou Zhengxing asked, "If there are no other mainline market trends in the market, it can produce a sustained money-making effect, be able to carry large-scale follow-up funds, support the index, and replace the 'mobile Internet', The two core main lines of 'smartphone industry chain' have completed the process of 'high-low switching' in market conditions. I think as long as the money-making effects of these two main lines of 'mobile Internet' and 'smartphone industry chain' can continue, they will still be active. There are so many active funds in the field that even if they don’t want to chase the high relay, they may have to passively chase the high relay.”

Different from Fang Xinsheng's caution...

He is relatively optimistic about the market outlook, especially for the two core main lines of 'mobile Internet' and 'smartphone industry chain'.

After all, no matter which aspect it is analyzed from, at this time, the market cannot find any other core major thread that can replace the 'mobile Internet' and 'smartphone industry' in terms of future expectations, performance bursts, emotional guidance, capital gathering, etc. The two main lines of chain' have completed the task of leading the market and leading index breakthroughs.

Moreover, in his opinion...it is not that the market has not tried before.

Many previous market main lines such as 'Shanghai Free Trade Zone', 'Reorganization Backdoor', 'Securities, Venture Capital', etc. were all attempts by various funds in the market, but as a result... there was no main line that could sustainably drive the market. The overall market sentiment and sentiment can have such strong future expectations for the two core main lines of 'mobile Internet' and 'smartphone industry chain', as well as the ability to explode in future performance.

"Currently, the two main lines of 'mobile Internet' and 'smartphone industry chain' are indeed the strongest conceptual lines in the market. They are also the areas where it is easiest to gather popularity, emotions, and funds to lead index breakthroughs." Fang Xinsheng said , “But the market trend...whether it is the index or the main line market trend, will not be static.”

"In the context of the restart of IPOs, the valuations of these concept stocks have been passively suppressed. Coupled with these two core main lines, compared with other sectors and other concept stocks this year, they have risen too much. Even in the future, Expectations are still good, but there are some clear overdrafts.”

"At this current location..."

"From the technical level, financial and emotional analysis, we can intervene."

"But we can't get too deep. We really believe that these two main lines can continue forever, and we really hope that the stock prices of related popular stocks can rise to the sky."

"It's always better to be cautious."

"I agree with what Mr. Liu said. Let's treat this market as a year-end red envelope market and a rebound market. We should lower our expectations appropriately. This way we will avoid ending up with too much expectations in our hearts, but at the critical moment." moment, and missed the opportunity to lighten up and sell.”

"The Wealth Road will intensify the market in the early stage, but in the later stage, it will restrict the development of the market."

"So, my suggestion is that in the future, when the two main core popular stocks of 'mobile Internet' and 'smartphone industry chain' have risen by more than 20% from the bottom, we should not continue to increase our positions on a large scale. Maintain the current dynamic balance of positions and sell as much as you buy on that day.”

"Okay!" Liu Xin heard Fang Xinsheng's words and completely agreed.

He is actually quite disgusted with the continuous pursuit of high buying, and Fang Xinsheng's strategy is exactly what he wants.

Of course, he essentially...

I didn’t expect that Fang Xinsheng, who had followed up with heavy positions in the past two days and did not hesitate to rush to raise funds, at this moment, the ChiNext Index had risen by more than 3%, and the two cities had fully completed the transformation from short to long. His trading strategy, Trading strategies will usher in such a big change.

Originally, he thought that Fang Xinsheng would continue to rush for funds after the bullish trend in the market became clear.

Of course, this also shows that Fang Xinsheng is not a radical "performance-only" fund manager as he previously thought. Instead, he is a quite stable, rough and fine, understands opportunities and risks, and has well-founded advances and retreats. The fund manager gave him the feeling of poaching people at a high price and finally 'finding a treasure'.

And with the three people's different views on the market...

The time has passed 1:15, and the Shanghai Stock Exchange Index has fluctuated sideways between 0.75% and 1%, while the Small and Medium Enterprises Index and the GEM Index have both broken through to an increase of around 3.5%. The entire 'mobile Internet', 'smart' In the concept sectors related to the main line of the mobile phone industry chain, as well as its popular stocks, more than 20 stocks have hit the daily limit, and 16 stocks have sealed the daily limit. The market can be described as hot.

At the same time, in major stock trading online forums and communication groups.

The emotions of the majority of investors are extremely high. Countless people are chasing the increase and increasing their positions, shouting to buy!

Subsequently, at 1:20, as the two main lines of 'mobile Internet' and 'smartphone industry chain' continued to be popular, and when the relevant popular stocks almost all rose to intraday highs, funds from various sources began to follow the trend. Other conceptual areas spill over.

At 1:22, conceptual sectors such as 4G communications and electronic information advanced rapidly, with overall changes and gains.

At 1:25, the concepts of semiconductors and new materials moved up.

At 1:28, the low level was oversold, and the "restructuring backdoor" that had been abandoned by the main funds for more than half a month achieved an oversold rebound.

At 1:31, low-level pharmaceutical and food consumption received financial attention.

At 1:35, automobiles and white goods continued to rise. Stocks of Gree Electric Appliances and Midea Group, the two home appliance giants, rose by more than 5%. Vehicle stocks such as Great Wall Motors, Changan Automobile, and BYD also rose by more than 5%. .

At 1:42, securities and venture capital, which had plummeted in recent days, rebounded. Banks, two barrels of oil and other heavyweight stocks that Huijin and Huajin used to protect the market yesterday also began to retract their losses. Even market expectations were very poor. , the coal, non-ferrous metals, steel, liquor and other sectors that are at the trough of the cycle are also attracting the attention of many bargain hunting funds at this moment.

At 1:55, all industries and concept sectors in the two cities reached the red market status, and the entire market... ushered in a general rise.

At 1:58, after "mobile games" and "wearable devices", the "Internet Finance" concept sector rose by more than 5%, ushering in a daily limit trend. At this moment, the GEM Index stood at 1255 points. It rose more than 4%. Among the nearly 200 constituent stocks, except for a few suspended stocks, all the others were in the red and none fell.

At 2:01, the Shanghai Stock Exchange Index rose by more than 1.5%, and the two major concept sectors of automobiles and white goods increased by more than 3%.

"Oh my god, the amplitude of the GEM index today is almost catching up with yesterday."

When the entire market surged across the board, with momentum and breakthroughs one after another, Xie Wanting was shocked inside Yanjing and Anlan Funds and in the trading room: "Sure enough, a sharp fall must lead to a sharp rise. Today, the GEM pointed to this big positive line, It really boosts morale and market investment confidence.”

"The market has been severely oversold in the short term, and coupled with the intensification of the wealth road, it is reasonable to see a retaliatory rebound." Zhou Guohua said beside Xie Wanting, "Anyway, after these two days of violent shocks, , the negative effects of the IPO restart in the market have been digested.”

"If the market follows..."

"If there is no new major negative pressure, the Shanghai Stock Exchange Index and the ChiNext Index should still touch the annual highs set in the previous period."

"As for whether a breakthrough can be achieved, if the amount of energy at this stage is still around 100 billion and cannot be truly amplified, it will probably be difficult."

"But regardless of whether it can break through or not, the market should have completely escaped from the previous bear market stage."

"It's hard to see the same kind of endless decline that happened before."

Xie Wanting nodded, agreeing with the teacher's analysis. She paused, tilted her head and asked: "What does the teacher think of the two core main lines of 'mobile Internet' and 'smartphone industry chain'? These have strong backlash." Can popular stocks reach new highs?”

"In the short term, it should be difficult!" Zhou Guohua said, "Many popular stocks have more than a tiny bit of holding chips accumulated at the top, and the previous stocks fell too fast and too fast from the top, and many of the holding chips have been lost. We haven’t had time to digest it, this is going to go up in a wave... Without sufficient market volume to support it, it will be difficult to sustain it, unless the trend is extended for a longer period of time and gradually grinds up.”

"But usually, this is the way institutions operate."

"With this wave of market adjustment, Fortune Road has used the news of 'market IPO restart' to attract the securities and venture capital sectors. It can be said that many institutional main players originally gathered on the small and medium-sized board and GEM have attracted securities, banks and For stocks with equal weights, there are currently no institutional positions in popular core stocks on the small and medium-sized board and GEM. Most of them are private equity funds and hot money. However, private equity funds and hot money generally have little patience, and it is difficult to consume them little by little. The hold-up order slowly drove up the stock price."

"so……"

"I guess the high point of this wave of rebound in the two main lines of 'mobile Internet' and 'smartphone industry chain' should not exceed the high point set in the previous wave."

"Of course, if the timeline is extended..."

"While there are still strong future expectations for the two main lines of 'mobile Internet' and 'smartphone industry chain', there is a high probability that some popular stocks with expected prospects and the ability to explode in performance will be able to surpass their previous highs and go out. A new uptrend.”

"Intelligent era, mobile Internet era..."

Zhou Guohua smiled and said: "As a financial investor, no matter how slow your cognition is, you should realize at this time that the combination of these two fields, hardware and software, is really the general trend of future economic development and also the hidden investment opportunities. The biggest outlet.”

"So, regardless of this wave, whether these popular stocks can reach new highs."

“Both of these areas are investment areas worthy of further exploration.”

"I estimate that among these two main lines of investment, 'Hua Qingbao, Fenda Technology, Wangsu Technology, Changqu Technology...' This batch of hot stocks is just the beginning, and it just opens the curtain on future trends. The follow-up will be There will probably be countless opportunities and bullish stocks generated within these two main lines.”

"Yes!" Xie Wanting responded happily, "Indeed, I have the same idea as the teacher."

"and……"

Xie Wanting paused and continued: "I feel that Mr. Su from Fortune Road has the same idea. His 'returning gun' kills more than just the majority of people who were trapped in the 'mobile Internet' and 'smartphones'." Retail investors at the top of the stock prices of popular stocks in the two core main lines of the industrial chain have also chased into the main board fields such as "securities and venture capital" and lost their chips in the two core main lines of "mobile Internet" and "smartphone industry chain". Among the many institutions, I feel... he should be cleaning up the chips in the two main lines of 'mobile Internet' and 'smartphone industry chain' on a large scale through this out and in, and reorganizing the chip structure."

"If that's true..." Zhou Guohua smiled and said, "Then this gesture is not ordinary!"

Xie Wanting responded with a little embarrassment: "This is also a guess, but fortunately this time... we have completely kept up with his pace of adjusting positions. No matter what motivation he has in his heart, it doesn't matter to us. It has too much influence, anyway this time...he will never get rid of me."

"Wanting..." Zhou Guohua pondered for a moment and said, "Although it's good to follow the trend, we still have to make our own judgments about buying and selling points, so as not to feel confused when we can't grasp the motivations of the other party. To form a trading system, you still have to think independently. Only by finding your own independent path, and on the road of market trading, can you always be invincible."

It is often easy to lose yourself by following the trend of others.

The essence of financial trading is cognitive judgment, which is why there are two widely circulated sayings: 'Every trader can only make money within his cognition', and 'The money made by luck will always be made again by ability. If you take the loss back'.

To follow others without your own cognitive judgment is to make money based on luck.

One day, you will lose money based on your own cognitive ability.

Seeing the teacher's serious words, Xie Wanting was silent for a while, then nodded seriously, and then... then she returned her eyes to the trading market.

At this time, the time has passed 2:15, and the trading situation in the two cities has stabilized.

The Shanghai Stock Exchange Index fluctuated around 1.5%, and the ChiNext Index fluctuated between 3.5% and 4.2%. The time-sharing trading volume of the two cities has begun to shrink significantly compared with the previous trading hours.

This shows whether the market volume can be further expanded, and the index cannot rise further here.

Of course, this is also due to the fact that many popular stocks during the day have closed their daily limits and can no longer release too much energy. Other non-core concept stocks have also risen to daily highs during the previous index counterattack, and many are still Investors who have not entered the market do not have strong expectations for these stocks, so they are hesitant to follow the trend at a high level. This leads to the market being here, unable to release too much energy, and unable to continue upward.

But the index, despite volume and energy issues, has stagnated here.

But it is also difficult to dive down.

Because after the market counterattack for most of the day, the entire market investment sentiment has recovered across the board, and after the rapid diving demonstration at the beginning of the morning, the expectation that "diving is the buying point" is almost the universal view of the entire market at this moment. Therefore... the index often falls and dives at the beginning, and the market's time-sharing capacity increases month-on-month, with a large influx of orders.

And so...for the rest of the trading session.

The Shanghai Stock Exchange Index, the Shenzhen Stock Exchange Index, the ChiNext Index, the Small and Medium Enterprises Index... all important indexes in the entire market basically maintained a strong and volatile situation until the close.

Finally, when the market closes at 3 o'clock.

Shanghai was designated at 2336.21 points, an increase of 1.62%; GEM was designated at 1251.46 points, an increase of 3.89%. The two cities had a total transaction volume of 126.9 billion, which was not much different from yesterday's transaction volume of the two cities. There was a slight increase in volume, but it did not stand above The 130 billion mark that everyone is looking forward to.

In addition to indexes, sectors and individual stocks.

All industries and concept sectors in the two cities were all red today, and the general rise was quite obvious.

Among them, the concept sections related to the two main lines of 'mobile Internet' and 'smartphone industry chain' are the absolute core of the market's attention, and among these related concept sections, 'mobile games' and 'wearable devices' , 'Internet finance', 'Apple concept', and 'domestic software', several major concept sectors, all increased by more than 5%, supporting the entire GEM and small and medium-sized board indexes.

The rest of the concept sectors such as ‘automobiles’, ‘white goods’, ‘mobile payments’, and ‘smart cities’ also performed well today, outperforming the strongest GEM index.

In terms of popular stocks, Fenda Technology has reduced its daily limit, achieving its second daily limit after the floor and sky.

It has also become the core leading stock with the highest popularity and the most attention in the current market.

Others include Huaqingbao, Changqu Technology, Wangsu Technology, Huake Financial, Shanghai Steel Federation, Tianyu Information, Shuobed, Xinwei Communications, LeTV, Huayi Brothers, Meisheng Culture, Yuanji Technology... Many popular and popular stocks have also closed their daily limits, and the money-making effect is extremely hot.

Of course, today in the fields of automobiles and white goods appliances.

Great Wall Motors, Gree Electric Appliances, Midea Electric Appliances, Changan Automobile and other large-cap stocks with relatively large tradability have risen by more than 7%, showing an extremely strong state. They still far exceeded market expectations and attracted the attention of many big funds. , and follow the trend vigorously.

After the close...

The vast majority of investors in the market, regardless of institutions, hot money, or retail investors, except for those investors who were out early and cut their flesh at low prices during the early trading wave, the vast majority of investors are extremely excited and excited. After all, this is the market. After many days, after continuous sharp declines, there is a rare general rise in the positive line.

And as the bullish sentiment continues to prevail, investors are discussing excitedly, sharing with each other how many daily limits they have caught today and how much they have made.

Analysts from major institutions and major financial media.

He also gave full play to his role as a "market trumpeter" and continued to be bullish with various reasons and analysis.

Of course, under the macro background that regulators have long set the tone for the market, and the market IPO restart plan is waiting to be safely implemented, these so-called "market trumpeters" can only go crazy and go long. After all, if it really To be short at this time is to disregard the overall situation and maliciously short the market.

In the entire market, whether online or offline, whether institutions, large households or small households.

When they were all immersed in the joy of elation.

The updated Dragon and Tiger rankings, announced at 5:30 p.m., once again poured a layer of hot oil on the rekindled flame of market sentiment.

I saw...

On the refreshed Dragon and Tiger list, Fortune Road once again occupied the buying position of 5 popular stocks, with a total purchase of 360 million!