Rebirth of the investment era

"Finally a breakthrough upward!"

At 10 o'clock in the morning, in the internal trading room of Yuhang and Yuhang Investment Company, Li Meng stared at the market, breathed a sigh of relief, tilted his head and looked at Su Yu with a smile: "The market trend is really what you predicted. Exactly the same, with small fluctuations, after continuously digesting the floating chips, it then broke through again."

"I sometimes wonder...why is the gap between people's trading talents so big?"

"It's like you have a pair of eyes that can see into the future. You predict almost every market change. It's really miraculous!"

"Even God cannot accurately predict the future of the financial trading market." Su Yu smiled softly and said, "I am only analyzing the market and making corresponding strategies based on my own understanding and knowledge. How the market will move specifically, how it will be realized, and whether the final trend is in line with the prediction is just a matter of luck and probability."

"All we can do is to determine whether the probability is fulfilled or not..."

"Adjust trading strategies in a timely manner to ensure that the final investment results meet your expectations and will not perform so badly."

"to be honest……"

Su Yu paused and continued: "Whether it is investment or speculation, the essence is still a probabilistic game of profit and risk, and the so-called skills and talents are only based on past data, experience, as well as market sentiment, future expectations, etc. It is just a judgment after comprehensive consideration of a series of factors, and there is nothing profound about it, so you don’t need to belittle yourself and feel that your skills are inferior to others. What you lack is just experience.”

"I'm not belittling myself." Li Meng said, "But it's true that my skills are not as good as others! And for me, there's nothing hard to admit. Didn't you also say it? Only when you know your shortcomings can you improve. If I think I’m fine everywhere, so I’m afraid you should be really worried.”

She really admired Su Yu.

At the same time, the two of them are now in the same boat, both prospering and losing.

Therefore, in her heart, she felt that her ability in financial transactions was far inferior to that of Su Yu, and she did not care too much or feel unwilling to do so. Instead, she felt that the charm of Su Yu was getting stronger and stronger, which was similar to those she had known or remembered before. There is a clear difference between the person in the picture.

"Yeah!" Su Yu said with a smile, "The lack of self-awareness is inherently a kind of progress."

In essence, in his view...

After almost half a year, Li Meng has made great improvements in market analysis, fund increase and decrease operations, macro and micro cognition, and trading mentality, and has a certain foundation for trading large funds. , of course...Li Meng in his current state has already established a world in the domestic financial industry before he was reborn. There is still a gap when he is in charge of a tens of billions of funds.

"Oh, that's right!" Li Meng smiled and changed the topic, "Today's index has once again achieved a significant breakthrough. The two core main lines of 'smartphone industry chain' and 'mobile Internet' have once again become hot spots in the market. Many popular Stocks all have obvious attention and relay from main funds. Do we... need to add fuel to the fire at the right time?"

Su Yu pondered for a moment and replied: "No, just follow the original strategic plan, follow the market, and maintain a dynamic position balance. It's just buying and selling within the day. We still have to try to avoid the dragon and tiger list of related stocks. Let's The fund's trading seats are currently relatively sensitive in the market. If the broad investor group in the market follows our actions after understanding our motives, the upside potential of the market may be further suppressed."

"Okay!" Li Meng responded, "I will ask traders to be careful and try to avoid the dragon and tiger lists of related stocks."

Currently, the company's two main funds have a large number of holdings in each of the stocks held on the two main lines of 'mobile Internet' and 'smartphone industry chain'. In a sense, these major stocks held by the funds are Concept stocks, they have relative control capabilities.

As long as there are no emergencies.

For example, if there is a strong fund in a certain stock, regardless of the cost, it will rush to raise funds to close the market.

They want to suppress the growth and amplitude of a certain concept stock that they hold a major position in, so that this check does not appear on the Dragon and Tiger list, but they can still do it.

After saying that, Li Meng immediately issued relevant instructions to the traders, and then turned his attention back to the trading boards of the two cities.

At this time, the time has slipped to 10:15. The Shanghai Stock Exchange Index has increased by more than 1.5%, the Shenzhen Stock Exchange Index has increased by nearly 2%, and the small and medium-sized board and GEM indexes have increased by more than 2.5%. Among them, the concept sector of the two cities, 'Internet Finance' 'Leading the gains,' followed by 'Apple Concept'. 'Mobile Games' and 'Wearable Devices' concepts, which had previously performed strongly, followed closely behind 'Internet Finance' and 'Apple Concept' and still ranked among the gainers in the concept sectors of the two cities. Top of the list.

In addition to 'mobile Internet' and 'smartphone industry chain', the two major market hotspots that are generally recognized by investors and have relatively strong future expectations, the 'automobile and white goods' fields that Su Yu previously proposed to build positions in have recently been He also showed strong performance repeatedly, which made both Su Yu and Li Meng feel a little surprised.

"The two major fields of automobiles and white goods have really been recognized by market funds." Li Meng stared at the changes in the market and said with some surprise, "Domestic demand has been boosted, and the main line of 'big consumption' has inspired us to a certain extent. After becoming popular, the feeling has already appeared faintly!"

Su Yu nodded slightly and said, "It's indeed a bit unexpected, but... this is a good thing!"

"Yeah!" Li Meng nodded and said, "If the line of 'big consumption' can be generally recognized by the main funds in the market and can come out, it will be a huge market support for the Shanghai Stock Exchange Index, so... they will complement each other. , it is estimated that the rebound of the GEM index will also go further."

The majority of investors in the market have always been bearish on the Shanghai Composite Index.

But the Shanghai Composite Index is, after all, the market situation and the most important performance index, which affects the overall market investment sentiment. If the Shanghai Composite Index cannot stabilize and open up new upside space, then the ChiNext Index cannot deviate too far from the Shanghai Composite Index's gains.

"That's the truth." Su Yu responded, "Since this line has a clear trend of coming out, with the liquidity in these two areas, we can try to increase our position a little more."

"Okay!" Li Meng said with a smile, "That's what I mean too."

After saying that, she continued to instruct the traders to continue to increase their positions in the fields of 'automobiles and white goods', intensifying the market conditions in these two fields.

And as traders buy...

After 10:20, the market's bullish sentiment further intensified.

At 10:25, the Shanghai Stock Exchange Index rose by more than 2%. The two major fields of 'white goods and automobiles' and the concept sector both rose by more than 2.8%, approaching 3%. The small and medium-sized board and GEM indexes have exceeded 3%. 'Mobile Internet', The two main lines of the 'smartphone industry chain' are in full swing, and at the same time, they are driving the rise of conceptual sectors such as '4G communications', 'semiconductors' and 'domestic software'.

At 10:40, Internet finance once again set off a rising trend. Changliang Technology, Yinjie Shares, Great Wisdom, Huake Financial, and Hengsheng Electronics hit the daily limit. Flush, Oriental Fortune, Jinzheng Shares, Shanghai Steel Union, etc. rose by more than 7%. The concept index of the entire sector rose by more than 5%.

At 10:52, Fenda Technology advanced rapidly and hit the daily limit again. The stock price exceeded 68 yuan, which was only about 15% away from the previous high of 77.86. At the same time... Wangsu Technology increased by nearly 6%, and the stock price once again exceeded 120 yuan, and its market value has also returned to the top position on the GEM.

At 11:05, the GEM index rose by 3.5%, approaching the 1,300-point mark.

And also at this time...

Magic City, inside Yinghui Fund, in the trading room.

Fund manager Liu Guanhai looked at the index that was breaking through like a rainbow, at the market that was once again experiencing a general rise, and at the two main concepts of 'mobile Internet' and 'smartphone industry chain', multiple concept sectors set off daily limits. In the tide, countless popular stocks were pointing towards new highs. The whole person was dumbfounded. For a moment, he regretted his previous view of not increasing his position.

"Mr. Liu, the market's breakthrough of the big positive line today has shown that the market has substantially reversed." Shao Xiaoyun, the trading team leader, saw that Liu Guanhai still had a conservative and negative attitude in his trading strategy, and finally couldn't help but remind him anxiously. , “Should we keep running the lowest position and continue to wait for better opportunities?”

Liu Guanhai glared at Shao Xiaoyun and said nothing.

Instead, he turned his head and stared closely at the market conditions on the big screen in the trading room, wondering whether the index was making a substantial reversal or breakthrough here.

At the same time, I am also considering the disclosure of fund positions if I continue to go short in the market.

Investors, how should they react?

"Damn it, this market... is really unstable." After thinking about it for a long time, he couldn't help cursing in his heart, "When it should go up, it won't go up, and when it should go down, it won't go down. "

After cursing in his mind, he saw that several major indexes had indeed returned to the 20-day line. Regardless of trends and emotions, they had completely reversed. He could not help but gritted his teeth and issued an order to increase positions and pursue pursuit, allowing traders to wait and see. Conceptually, the market's strongest main lines were bought in large quantities.

At the same time, Yanjing, Shenzhen, Yuezhou, Yuhang and other places.

Many large-capital institutions that are accustomed to taking advantage of opportunities on the right have also begun to increase their positions on a large scale, chasing high-quality chips for popular stocks that have fully reversed and broken through.

Finally, when the time reaches 11:30, the market closes at noon.

The GEM Index directly reached a 4% increase, successfully reaching 1,300 points, while the Shanghai Stock Exchange Index also exceeded an increase of 2.8%, approaching 2,400 points.

And the index is undergoing a comprehensive reversal and breakthrough.

The major main lines of the market are in full swing, and related concept sectors have set off a surge of daily limit.

There are nearly 2,000 stocks in the two cities. Except for the stocks that have been suspended, the total number of stocks that have fallen is less than 100, but the stocks that have reached their daily limit have exceeded 100. Of course... most of the more than 100 stocks that have reached their daily limit have It is a component stock of the Small and Medium Enterprises Board and the Growth Enterprise Market.

Under such a hot market, after closing at noon...

The discussion among investors in the entire market exploded, with countless people shouting "Bull Market"!

"The daily limit of 100 stocks is high. Today's market is so strong!"

"All three of the stocks I hold have reached their daily limit. I haven't experienced such a day for a long time. In one word, it's great! It feels like the bull market is really here."

"It's better not to talk about a bull market. Every time you call a bull market, the market will fall."

"Yes, today's big positive line is very beautiful, but we should wait for a rebound first. When the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index have surpassed the previous highs, and the volume has further expanded, it will not be too late to call the bull market. .”

"Whether the market is bullish or not, the two main market trends of 'mobile Internet' and 'smartphone industry chain' are quite bullish anyway. It has to be said that Mr. Su's prediction of market trends and the entire financial trading market are really incompetent. It’s beyond human reach, and every prediction is extremely accurate.”

"Indeed, following Mr. Su this time, I really got to eat some meat."

"Haha... I also grabbed two daily limit stocks today. Who said that before? There is nothing wrong with buying core popular stocks based on the two main lines of 'mobile Internet' and 'smartphone industry chain'. The result is true: I lost everything I bought before, but I suddenly came to my senses in the past few days, and I finally made a profit no matter what I bought.”

“The strongest ones are not the two main lines of ‘mobile Internet’ and ‘smartphone industry chain’, but the ‘Fortune Road’ holding concept stocks.”

"Yes, yes... I suggest that the trading platform could have a 'Fortune Road Position Concept Section'."

"If it really comes out, the group that follows the trend will probably explode."

"It's useless, isn't it? Mr. Su's positions are not static. If you really create such a concept section and just buy it, you will definitely lose money."

"To really follow Mr. Su's path to wealth, you still have to look for traces from the Dragon and Tiger List and the position data released by the 'Yu Hang Series' fund managed by Mr. Su. Only in this way can we be reliable. But even so, it lags behind Fortunately, Mr. Su now has a large amount of funds, and the stocks he buys and the market movements he makes basically do not have the concept of ultra-short-term, so... even if he lags behind, he can barely keep up."

"Hey, the most reliable thing is to buy the 'Yu Hang Series' fund managed by President Su."

"I don't know when it will be!"

"Indeed, after asking around, I didn't hear that Mr. Su has any plans to issue a new fund."

"It seems that the current 'Yu Hang Series' fund shares can also be traded over the counter, right?"

"Over-the-counter? Investors transfer through agreements, and the premium rate... is simply incredible. According to the current general market situation of over-the-counter transactions, the premium rates for the two funds of the 'Yu Hang Series' are both above 30%."

“Bullshit, a premium rate of over 30%!”

"Haha, even if you give a 30% premium to the current net worth, very few people will be willing to transfer it."

"By the way, what is the net worth of the two funds 'Yuhang No. 1' and 'Yuhang No. 2' now? The ranking of private equity fund products has not been updated!"

"Both funds are currently fully closed operations. Who knows? We can only find out after Mr. Su announces it next month, but I guess... the latest net worth of the two funds is at least higher than when it was last announced. Is it 20% higher? After all, Mr. Su was heavily involved in the 'securities and venture capital' market."

"20%, isn't it? I think it's far more than that!"

"What are you thinking about? The two funds managed by Mr. Su have a combined scale of tens of billions. For a fund of this level, a 20% increase in net worth in two or three months is already an incredible performance. Think about it, 20% of 10 billion is equivalent to 2 billion in new profits.”

"Hey, there's no point in guessing. It's better to find a way to earn the 1 million capital threshold first. Otherwise, you won't be qualified to subscribe for or take over the fund managed by Mr. Su."

"Indeed, I don't know if Mr. Su will turn into a public fund one day?"

"Yes, it would be great if Mr. Su was in charge of a public fund. Then I would definitely live frugally and invest as much money as I have. When the time comes... I will still be keeping an eye on the devil."

"However, when the market is big, it is difficult to improve performance. Among public funds with tens of billions of dollars, there are only a handful of companies that can achieve a 15% increase in a year, let alone multiple increases. But Mr. Su is not an ordinary person. People should be able to control tens of billions of funds, right?"

Everyone was discussing intensely and excitingly.

The topic of 'Fortune Road' and Su Yu are still the core hot spots in the entire online communication.

Finally, when the lunch break passed and the market opened for trading again at 1 o'clock in the afternoon, the fiery emotions fermented. It took less than 5 minutes for the Shanghai Stock Index to stand back on the 2400 point mark without any hindrance. The ChiNext Index soared to a 4.5% increase in one breath.

Of course, in the follow-up, the index rose too eagerly and the market volume could only be amplified.

After the time entered 1:20, the two cities fell into a high-level shock pattern that fell slightly.