Rebirth of the investment era

"How many chips have we reduced in total today, and how much money have we withdrawn?" Su Yu asked after a pause.珏

Li Meng responded: "The total positions of several major funds have been reduced to about 90%. Among them, a total net reduction of chips today was 400 million, and the funds' available liquidity has returned to above the 2.5 billion mark."

"As for the shareholding structure..."

Li Meng paused and continued: "Our positions in the core weight stocks of the main line of 'big infrastructure' have decreased. Similarly, the proportion of positions in the 'film and television media' field has also dropped rapidly, and our positions in the The proportion of positions in popular stocks with the concept of "big infrastructure", small and medium-cap stocks, and the field of "Internet finance" is still on the rise. The proportion of positions in the field of "military industry" remains constant at present. The positions of individual stocks in this area have been in recent trading days. , after we bought it, we basically didn’t make much move.”

"Okay!" Su Yu nodded in Li Meng's reporting room.

"Master, the check 'Hengsheng Electronics' is on the dragon and tiger list in today's market. It's very noteworthy." While Su Yu and Li Meng were talking, Liu Yuan, who had carefully reviewed the market, suddenly said, "This check is on the dragon and tiger list." The trading seats are very balanced, and the trading seat that focuses on this check today is actually the trading seat of 'Yuhang Four Seasons Road'. I remember that I also bought this stock in this trading seat before, but I couldn't find any trace of subsequent sales. This This shows that the funds in this stock are most likely not a new purchase, but an increase in purchase.”

"This check is indeed worthy of note." Su Yu nodded slightly.

"I just can't understand the logic of this check." Li Meng continued, "With so many votes in the 'Internet Finance' field, I didn't expect that this check would become the leader of this concept. Compared with the performance expectations of the mid-term report , growth space, circulation volume and other factors, the checks of Huake Financial, Jinzheng Shares, Changliang Technology, and Yinjie Technology with the same business type are obviously more in line with the hype factors."

"The 'Yuhang Four Seasons Road' attack on this check should not be focused on the 'Internet Finance' conceptual attribute of this check, right?" Zhao Lijun thought for a while and then added, "But there are no other hype factors currently on the market. There is no sign of linkage between other directions and this stock."

"Could it be a potentially huge benefit?" Wang Can guessed.

Zhang Guobing thought for a while, shook his head, and responded: "It shouldn't be driven by the good news. After all, the good news is driven by suddenness, and the trend of the stock price of the related stocks is directly driven by the good news. , the trend will not be such a slow increase in volume, continuous upward attack, and a step-by-step increase in volume and daily limit trend, but will form a shrinking upward trend that rapidly increases and closes the plate in a straight line."

"If it's not driven by the potential benefits of the news, then what is the motive of 'Zhang Zhang', who is focusing on this check today, to continue to increase his position in this stock?" Wang Can was confused, "Is it just that he is simply optimistic about this stock? stock, or do you think this stock’s interim results are very good and will far exceed market expectations?”

Zhu Tianyang was silent for a while, and then he responded: "I have carefully studied the main business structure and historical performance of stocks such as Hengsheng Electronics, Huake Jincai, Jinzheng Shares, Yinjie Technology, Changliang Technology, etc., and also There's a whole 'financial software' industry developing, and the performance confirmation model."

"I found that this sub-industry has a relatively obvious characteristic."

"That is, their revenue performance is mostly confirmed in the fourth quarter. In other quarters, the performance, revenue and profit of the whole year are not actually reflected."

"Although this current segment of the industry is benefiting from the fact that traditional financial institutions are developing handheld clients."

"The new business orders of these related business software development companies are also in the process of a short-term explosion, but what is the real performance response? In fact, the market expectations are still relatively hazy, and the entire market is not optimistic about this. The expectations in the field are not that hot.”

“In terms of relative expectations, investment expectations in this field are far lower than those in the ‘smartphone industry chain’ field and other ‘mobile Internet’ conceptual fields.”

“So, if we just speculate based on the logical expectations of the ‘Internet Finance’ line.”

"The market trend of the 'Hengsheng Electronics' check should not be so strong, because in this direction, the current market does not have much room for expected differences."

"Of course, it is even less possible to speculate on the logic line, which will be the performance expectations of the mid-term report."

When Su Yu heard Zhu Tianyang's analysis, he nodded slightly, appreciating it, and then turned to ask: "That day, Yang, do you think this stock has been favored by Zhang, the leader of the 'Four Seasons Road', and why has it actually become a reality today? When the popular main areas in the early stage were not performing well, they bucked the trend and closed the market, which directly led to the strength of the entire 'Internet Finance' concept sector? What do you think is the important logic that supports the continued strength of this check?"

Zhu Tianyang's face was full of confidence and he responded with a smile: "I think it should be the underlying hype logic derived from the equity structure of this check."

"In terms of equity structure?" Wang Can was stunned.

"You mean...Ali Baba?" Li Meng reacted instantly.

After the equity changes of Hengsheng Electronics in the past two years, the controlling shareholder behind it has now become Ali Baba. It can be said that this check is the purest 'Alibaba' stock among the two cities, and indeed It is a pure 'Alibaba concept' stock.

"Yeah!" Zhu Tianyang nodded, "Only this explanation and logic make sense, and I heard that Ali Baba Group has passed the listing inquiry stage in the US stock market. It should be next month at the latest, or August or September. In the next month, it will be officially launched on the Nasdaq market of the US stock market.”

"The financial trading market where Leader Zhang of Four Seasons Road was mainly active was the Hong Kong stock market."

"In terms of news..." Xiao

"I estimate that Leader Zhang must have received some accurate information, so he continued to build a large position in the stock of 'Hengsheng Electronics'."

"Mr. Su..."

At this point, Zhu Tianyang turned around, stared at Su Yu seriously, and continued: "With the re-listing of the domestic Internet giant Ali Baba, the corresponding concept stocks will definitely be pushed to the forefront. This can be regarded as the current market situation. It is a relatively certain direction for concept hype.”

"Moreover, the core concept stock happens to be the check of 'Hengsheng Electronics'."

"I think we can actually take advantage of the hype concept of 'Ali Baba' in the market, before it has been explored and recognized by the market, and intervene first, and use this as a starting point to cooperate with the influence of leader Zhang's seat. Pulling the line of 'Internet Finance', we will step by step expand the market conditions to the direction of the early popular main lines led by our fund."

"After all, in the hearts of the majority of investors in the current market."

"The line of 'Internet finance' is closely linked to the two lines of 'large infrastructure' and 'military industry'."

"At the same time, looking at the market data of the past two days and the overall market trend, it seems that the main institutional groups focusing on 'small and medium-cap concept growth stocks' have deliberately avoided the main concept of 'Internet finance'. I I think it's probably because we built a large-scale position in this direction early. They felt that we were leading in this direction, so they were unwilling to get involved, so they collectively chose the 'smartphone industry chain' and 'Internet software'. The three fields of 'film and television media' serve as the main breakthrough directions."

"In short, the check of 'Hengsheng Electronics' and the entire concept of 'Ali Baba' can be fully utilized by us at this moment."

"And today's market dragon and tiger ranking data..."

"The most valuable stock on the list, I think, is definitely the check of 'Hengsheng Electronics'."

"Good attention!" After listening to Zhu Tianyang's analysis, Zhang Guobing's eyes suddenly lit up and he said quite excitedly, "Mr. Su, in the current market, the majority of investors have realized the huge differences between the Shanghai and Shenzhen stock markets. , and according to the market trend, many major institutional groups are indeed deliberately avoiding the main line areas where our 'Yu Hang Group' has heavy positions, and finding new ways to make breakthroughs in other directions."

"As for the direction of 'big infrastructure', the current adjustment has not ended, and upward expectations are not enough."

"If we want to maintain the popularity of our fund's leading market direction, it is more realistic at present that we really have to start from the line of 'Internet finance'."

“And if we want to continue leveraging the ‘Internet Finance’ line.”

"It is undoubtedly very appropriate to use 'Hengsheng Electronics' as the starting point to launch the 'Ali Baba Concept', a hype branch that no one is prepared for, and continue to stimulate market speculation."

"The current market has formed a hype expectation that the market prices in the main areas of our entire 'Yuhang System' key layout will be linked to each other. As long as we successfully pull out the 'Ali Baba Concept' as a hype branch and successfully stimulate market speculation, then We can use this as a fulcrum to spread sentiment back to 'Internet finance', 'military industry', and 'big infrastructure', which are the main market sectors that we lead and have certain linkage effects in the minds of investors."

"Moreover, more importantly, there are not many core stocks of 'Ali Baba Concept' in the entire market. We do not need too much capital to launch this speculation branch."

"Yeah!" Li Meng also responded at this time, "Use a small amount of funds to explore a new concept and find a market point, and ultimately enable investors to form a huge market for the main line of our 'Yuhang System' layout field. Expectation, this idea... is indeed a good one.”

In general, after their continuous inducement.

The reason why the vast investor groups in the market still do not have consistent and strong expectations in a series of main lines they dominate is because everyone has insufficient expectations and confidence in the market conditions in the main areas they dominate. At the same time, the several main lines they dominate have In recent days, it has not shown a sustained money-making effect.珏

And what if in the next few days, the concept sector they explore and dominate breaks out of this money-making effect and expectation?

Then they can use this as a fulcrum to leverage the entire hype and spread it to the entire main line field dominated by the 'Yu Hang Series'. And by that time... naturally, the market's real breakthrough time will have arrived.

After understanding this, everyone in the trading room more or less agreed with this logic.

After everyone expressed their opinions on the review, Su Yu smiled, looked around at everyone again, and said: "Since everyone agrees, then according to what Tianyang said, we are working on the 'Ali Baba Concept' Try this hype branch line. If it can drive market hype sentiment and confidence and continue to converge towards the early main areas that we dominate, such as 'Internet finance', 'military industry', and 'big infrastructure', then it will naturally be good, but even if If it fails to succeed, it will not have a big impact on the net value of our fund even if the investment is not large.”

After speaking, Su Yu began to ask everyone to study the concept stock of 'Ali Baba', which is similar to 'Hengsheng Electronics'.

And almost at the same time.

Yuhang, in a private villa.珏

As the owner of the 'Yuhang Four Seasons Road' trading seat, Zhang Jianping took a sip of tea, glanced at the newly released data of the two cities' dragon and tiger rankings, and laughed and said: "Old Liu, you said today's desperate bid for LeTV Stocks such as Net, Huayi Brothers, and Crystal Optoelectronics are obviously competing against the 'Yuhang Group' funds. Which institution in the industry is it? This move... is really scary."

"Why ask me?" The middle-aged man who was sitting next to Zhang Jianping and whom he called "Old Liu" smiled and said, "Don't you already know it in your mind?"

Zhang Jianping put down the tea cup in his hand and said: "I'm not sure. I just feel that the fight between these two 'gods' is not necessarily a good thing for the overall market trend. However, the funds of the 'Yu Hang Group' have actually increased today." I am still increasing my position, and I have obviously noticed the check of 'Hengsheng Electronics' that we have laid out, which makes me quite surprised. Mr. Su from the 'Yuhang Department' does have something!"

"It's definitely not a fluke that I can get to where I am today." Lao Liu laughed and said, "Moreover, when you offered the check for 'Hengsheng Electronics' today, what you wanted to do was to attract the other party's attention and dig out the background behind the check. logic, so that you can support the chips you participate in?"

"Even so, the opponent's sense of smell is still too alarming." Zhang Jianping responded.

"This is the top market trader!" Lao Liu said with emotion, and then said, "Tomorrow the market should be very exciting. The group of institutions after the Magic City offline investment strategy meeting collectively focus on the 'smartphone industry chain' 'And 'Internet software' and 'film and television media' as a breakthrough, I'm afraid it will be a miscalculation."