The investment era of rebirth

"Teacher, what's wrong with you?" Seeing Zhou Guohua lost in thought, Xie Wanting was confused and asked.

"No, it's nothing..."

Zhou Guohua responded, hiding some of his thoughts.

After all, Xie Wanting is the daughter of the Xie family, not his daughter. He has been able to start a business so far because of his father's support. I am worried that it is really not his turn.

Naturally……

Regarding some words, it was not his turn to remind Xie Wanting.

The two people walked out of the trading room smiling and talking. At this moment, in the entire online stock forum, the majority of retail investors were also furious about the market trend in the morning.

"Damn it, ST stocks, a junk concept sector that has been called the 'Three No Stocks' by many market institutions, can actually usher in spring."

"What is this called? It's called that there are no junk stocks in the market, only investors who operate junk stocks."

"Haha... This is true. Indeed, there are no stocks in the market that only rise but never fall, and there are no stocks that only fall but never rise. As long as they have not been clearly delisted, there is no such thing as junk stocks."

"These institutions probably never imagined that it was the junk stock sector of the market that saved today's market, right?"

"To be honest, if I hadn't seen it with my own eyes and participated in it, it would be hard for me to believe it."

“I don’t know which boss said that stocks are not speculated on quality and performance, but on expectations. Today I saw the ST sector and shell resources concept stocks explode, and I really realized this. It’s really... go to hell.

Value investing is purely a scam.”

"We can't say that value investing is a scam. We can only say that it is not suitable for A-shares. Otherwise, how could Berkshire be successful?"

"Berkshire's success should be due to the long bullish trend of US stocks. Everyone knows that the US stock investment ecology and the A-share investment ecology are completely two levels. The US stock market is bullish and bearish, and under the hegemony of the US dollar,

The macroeconomy is very resilient. If you identify high-quality stocks, as long as you don’t sell them and hold them for a long time, you will definitely get high-quality returns. But what about A-shares? Bulls are short and bears are long. Once a bear market comes, liquidity will be exhausted. No matter how high-quality the fundamentals are,

For stocks, you have to give in to liquidity, and the valuation will directly fall on you, and it will fall for several years. Who can bear this? "

"Stop arguing about value investment and value speculation, let's talk about how to follow and buy this afternoon?"

"Is there any doubt about this? Just buy the strong stocks related to the concept of restructuring and backdoor. This concept has just begun to explode today. It can't be a one-day trip, right?"

“Anyway, we can’t go into the conceptual field of ‘Shanghai Free Trade Zone’ for the time being.”

"The stocks with strong concepts in the direction of restructuring and backdooring have almost reached their daily limit in the morning. If they follow up at a high level in the afternoon, I'm afraid... the risk is not small."

"If you're afraid of this or that, then you're still chasing short-term goals. Just buy bank stocks. That's safe."

"Huh...safety? Calculated according to the rise and fall of all industry sectors in the two cities this year, the banking sector ranks among the top in terms of decline. It really looks safe, but in fact it has fallen no less than other stocks, and a dull knife cuts flesh.

It’s extremely disgusting. If you die on bank stocks, then I might as well chase the hot spots at a high level and give it a try.”

"It makes sense, damn... I'm chasing him!"

"Has no one paid attention to the concept of 'mobile games' and 'film and television media' on the GEM? Today these two major concept sectors are also doing very well. The core stocks Changqu Technology, LeTV, and Huayi Brothers have increased.

It’s already over 5%, and it feels like it will break out again in the afternoon.”

"It seems that the market today is a bit like the GEM deviation."

"At the midday close, the growth rate of the ChiNext Index was greater than that of the Shanghai Stock Exchange Index and the Shenzhen Stock Exchange Index. If I remember correctly, this should be the first time in the past month that the ChiNext Index has led the gains of the two markets, right? Is the ChiNext Index going to lead the gains?

King's return?"

"It's very possible. After all, in the eyes of those big institutions, the GEM stocks are all junk stocks, which are no different from ST stocks and shell stocks. Now that ST stocks and shell stocks have skyrocketed, then these so-called junk stocks on the GEM

It’s only natural to follow the trend and get some light.”

"Haha...that makes sense."

While everyone was discussing, the noon time passed unknowingly, and at 1 o'clock in the afternoon, the market resumed trading.

After the emotional fermentation at noon, as soon as the market opened, the Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index rose again. The entire restructuring, backdoor concept-related sectors and stocks were once again pursued by various funds, and the gains continued to expand.

, the number of stocks with daily limit has also further increased.

And at a time when sectors and stocks related to the reorganization and backdoor concept have continued to riot, and have continued to rise sharply.

Many stocks such as LeTV, Huayi Brothers, and Changqu Technology, which were attacked by Su Yu's large sums of money, also attracted the attention of investors in the market.

And because following ‘Yuhang Investment’, Anlan Fund increased its position in this field by a large amount.

The entire concept of "mobile games" and "film and television media" have gradually been brought out over time, ushering in a general rise in individual stocks in the sector.

Especially after 1:20...

In just a few minutes, Changqu Technology's stock price was pushed to the daily limit, further stimulating market sentiment.

So, at 1:26, after Changqu Technology, Huaqingbao also rose rapidly, reaching its daily limit.

At 1:37, Huayi Brothers and LeTV, two core weight stocks on the GEM, also rushed to the daily limit, driving the GEM index to expand to 1.2%.

At 1:52, due to the explosion of the 'mobile games' and 'film and television media' sectors, the path of capital attack on the entire market, after overflowing and reorganizing backdoor, mobile games, film and television media and other fields, began to move towards the entire 'mobile Internet' related concepts.

Plate spread.

At 1:58, when many concept sectors of 'mobile Internet' were attacked by funds, the growth rate of the ChiNext Index expanded to 2%, opening up a 1% growth gap with the Shanghai Stock Exchange Index, causing everyone in the market to suddenly panic again.

Meng returned to the weak and strong trend of Shanghai and Shenzhen before August.

At 2:05, the growth rate of the ChiNext Index expanded to 2%, and the overall market investment sentiment recovered overall, and continued to explode and spread.

There are nearly 200 concept stocks on the main line of the "Shanghai Free Trade Zone", which has been weak throughout the day.

Finally, a wave of funds dipped in market value.

I saw Waigaoqiao's stock price rebound rapidly from near the lower limit, reaching a drop of about 5%; the Shanghai-Hong Kong Group and Essence Trust also opened their lower limit, and the funds locked in the market are taking advantage of the temporarily restored liquidity.

Quickly stop loss and exit.

Of course, as the main line of the "Shanghai Free Trade Zone", the core of the Shanghai Stock Exchange is the check.

Because the amount of funds waiting to be cut off is so large that it is on the lower limit, even if the overall market sentiment recovers and the index is reversing and rising sharply, after it quickly releases more than 30 million yuan of energy, the lower limit is still sealed, and there is no

Any traces of opening.

At 2:17, the market spread to electronic information and Internet finance.

At 2:21, funds followed the stock of "Xinwei Group" and speculated on the 4G concept and the communication industry sector.

At 2:29, the Shanghai Stock Exchange, which had been closed to the limit several times and opened several times, suddenly broke out in a straight line. The stock price crossed the 10-point range, directly achieving an intraday red turn, and indirectly driving the "Internet"

The further explosion of finance-related concept stocks has also led to some "Shanghai Free Trade Zone" concept stocks.

At 2:33, Shanghai Steel Union's increase exceeded 5%, and it seemed to have a trend of going out of the sky.

At 2:35, Shanghai Steel Union's stock price began to fall, and the entire market's incremental funds following the emotional outburst also appeared to be insufficient again.

As a result, the entire market and many conceptual branches that had exploded began to fall back.

At 2:47, the growth rate of the ChiNext Index fell back to 1.89%, losing 2 points of gains, and Essence Trust also closed the limit again.

"It's still a problem with the market's incremental funds, which cannot support a comprehensive surge in the market!"

Seeing the market prices and indexes of the two cities falling at the end of the day, Li Meng said with emotion in the trading room of Yuhang Investment: "The market turnover of 120 billion is always a hurdle. As long as the market turnover reaches around 120 billion, the market will start to fall.

, basically nothing else.”

"This is the maximum turnover limit for the game of existing funds." Su Yu said, "If the market wants to jump over the 120 billion total turnover mark, either the regulators will call on large institutions to continue to increase their positions in the market, or the market effect will continue to make money.

, to urge off-market investors to further enter the market quickly.”

"Only these two fundamental logical changes..."

"Only can the market usher in a real bull market and a complete virtuous cycle."

"Only then will the so-called big blue chips, big finance, and big infrastructure companies on the main board have investment opportunities."

"Of course, the arrival of this opportunity must be accompanied by the easing of credit and some changes in the direction of the macroeconomics. Otherwise... no matter how loud the regulators scream, there will be no bull market."

"Well!" Li Meng said, "The main reason is that market confidence has not recovered enough. The shadow of the bear market is too deep."

"It will change." Su Yu looked at the market that was about to close and continued, "The era of 'mobile Internet' has arrived. With this breakthrough, the macro economy will rebound, and the market's expectations in this direction will also

It gets stronger and stronger, leading to the moment of breaking through.”

"Hopefully!" Li Meng responded, with a lot of longing in his heart.

After all, based on Su Yu's investment strategy, the stock sector where their fund is currently heavily invested is the entire concept of 'pan-mobile Internet'.

If the time comes for what Su Yu said to ‘break the surface’.

Naturally, they will be the ones who make the most profits.

As the two talked, time passed the last few minutes and settled at 3 p.m. The rapidly changing market prices in the two cities also came to an abrupt end at this moment.