The investment era of rebirth

"Buy LeTV for 110 million yuan, Netspeed Technology for 83 million yuan, Fenda Technology for 37 million yuan, Oriental Fortune for 87 million yuan, and Xinwei Communications for more than 43 million yuan!" After seeing the refreshed Dragon and Tiger List, I followed

Many investors in the market exclaimed, "As expected, Fortune Road is still aggressively increasing its positions in popular stocks on the two main lines of 'mobile Internet' and 'smartphone industry chain'. The market outlook is promising, and the market outlook is promising!"

"Almost all of Fortune Road's heavy holdings of stocks are on the GEM. How optimistic is this about the future of the GEM?"

"Not only the GEM, to be precise...almost all of them are concentrated on the two core main lines of 'mobile Internet' and 'smartphone industry chain'!"

"With the big positive line reversed and coupled with Fortune Road's continuous large-scale buying, there is a high probability that the market will bottom out in the short term, right?"

"There is no need to give a high probability, it must have bottomed out!"

"The total purchases on the Fortune Road list today are 360 ​​million. The purchase volume of those who are not on the list will probably not be less than this amount. Taking into account the amount of purchases made by Fortune Road yesterday, it is estimated that Fortune Road is the main force of funds.

The holdings in the two main lines of 'mobile Internet' and 'smartphone industry chain' should exceed 3 billion, right? Now...it feels like Wealth Road is really the super main force in these two main lines!"

"The large-scale involvement of Fortune Road is enough to show that these two main lines have huge opportunities hidden in them!"

"Nonsense, there is no single strongest line in the market."

"No matter how much analysis you do, it's all false. Just follow up with a full position. Wealth Road is the strongest main force in the market. If you follow Wealth Road, you will definitely be able to make money."

"Haha... I've already eaten enough meat. Fortunately, I followed the trend early and got two daily limit gains steadily today."

"After Fortune Road has increased its positions significantly for two consecutive days, Fortune Road has basically taken the leading position in this batch of popular stocks, 'Fenda Technology, Wangsu Technology, Huaqingbao, Changqu Technology, LeTV...'

How these tickets will go depends on Mr. Su’s face on Fortune Road, right? I’m wondering... after Mr. Su’s family becomes the dominant one, will the other main players be worried about Mr. Su’s failure and not dare to follow up in high positions?”

"Although Mr. Su is relying on the two main lines of 'mobile Internet' and 'smartphone industry chain' to increase his position on a large scale, in general, the distribution of positions is quite wide, and with 'mobile Internet', 'smartphone industry chain'

The amount of funds carried by these two main lines of the industrial chain, and the size of Mr. Su's positions, can't be considered a dominant one, right?"

"Even if one company is dominant, there are countless market funds willing to take the lead in wealth, so there is no need to worry at all!"

"Compared with other major funds in the market, Mr. Su's Wealth Road seats rarely engage in extreme market selling, and... with a fund of Mr. Su's size, even if he wants to reduce his position and exit, he will definitely not be able to get out in one day, and other parties will follow suit.

As long as the amount of capital invested is below Mr. Su’s wealth path, it will be able to leave the market before the wealth path changes when the market trend changes. Therefore... there is no such thing as Mr. Su’s dominance.

In the future, if the main funds are afraid to follow up at a high position, as long as it has a profit-making effect... I believe that no matter how high the position is, everyone will flock to follow suit."

"Yes, as long as there is a money-making effect, following the trend leader is the best opportunity to make money."

"Say one thousand, say ten thousand. Anyway, I have decided on the path to wealth."

"It's totally a blind worry. I just regret that I didn't follow up quickly when it fell in the early trading, which led to chasing higher after midday and not making much profit at all."

"Indeed, I was just worried. I started following Fortune Road at the end of August. In 2 months, I made a profit of 63%."

"Wealth Road has never missed a beat when it comes to investing in the main lines of market conditions. There is really no need to question anything. Moreover, the two main lines of 'mobile Internet' and 'smartphone industry chain' are not like the previous 'Shanghai Free Trade Zone'.

', 'Securities, Venture Capital' and other news-driven main lines. These two main lines are following the long-term trend, relying on the market space for rapid growth in the industry in the future, and the continuous explosion of performance expectations for huge concepts to support and promote

, Hype has a macro underlying logic, and we are not afraid that there will be no main funds to follow up."

"Moreover, these tickets... although they currently appear to be very expensive, their valuation is outrageous."

"But when the performance comes up, take Internet Speed ​​Technology as an example. Its performance in each quarter has increased by more than 50% quarter-on-quarter. It needs to be valued based on next year's performance. The current stock price is really ridiculously cheap. Compared with

The so-called 'core assets' of motherboards are so cheap."

"When we buy stocks, we have to buy stocks that get cheaper as they rise. This is called the margin of safety."

"It makes sense! In the face of promising prospects and explosive growth, the so-called valuation is just a cloud."

"The saying 'the more it goes up, the cheaper it gets' is really well said, let's see... the two main lines of 'mobile Internet' and 'smartphone industry chain' will definitely have very strong performance in the future. I don't want to pursue it now.

"Those who doubt the path to wealth will definitely have to chase higher in the future."

"Buy, buy...at this time, it's really time to buy!"

"Wealth Road continues to increase positions, the index's positive line reverses, and two golden needles probe the bottom. In addition, 'Hua Qingbao, Changqu Technology, Fenda Technology, Internet Speed ​​Technology' and other stocks have extremely beautiful performance and future

It is expected that no matter which way you look at it, the market will only go up in one direction."

"What the hell, I was washed out today. I have to chase the position and get my chips back tomorrow."

"Anyway, after showing up on Fortune Road to buy a seat on the Dragon and Tiger List, I follow the trend and buy the next day. As long as I can hold on to it, I will have a chance to make a profit."

"Yes, what are you afraid of?"

"Mr. Su has the guts to pursue this direction with billions of dollars in capital. We have tens of thousands of dollars in and out in an instant, so we don't have to worry about anything."

"Fuck! I'll buy it tomorrow under the two lines of 'Mobile Internet' and 'Smartphone Industry Chain'!"

"Mr. Su has never had the habit of selling stocks the next day after buying them, so... it is absolutely safe to chase Mr. Su's stock holdings tomorrow."

"I hope Fenda Technology can open a little lower tomorrow and give it a relatively good buying point. I hesitated today and didn't catch up at all."

"I guess Fenda Technology is going to take the three-connect board, right?"

"Even if it gets out of the three-way market, it will only recover some lost ground. In fact, according to the fundamentals and performance of Fenda Technology, when it reports in the third quarter, it should have a continuous market trend. Unfortunately... then...

At that time, the market was suppressed by the negative news about the IPO restart, and the mood was too bad."

“It’s because the daily limit was hit at that time, and then the lower limit was hit twice more, that we have the good buying opportunity now!”

"This check has already shown itself to be a market leader, but it's a pity that it's only now..."

"Hey, I have to say that Fortune Road is really good at discovering stocks, grasping buying and selling points, and guiding market sentiment. Every time it operates, it is a big bull stock on the cusp of the market!"

"Do they complement each other? If Fenda Technology didn't have the blessing of Fortune Road, I'm afraid it wouldn't be so strong."

After the announcement of the Dragon and Tiger rankings, the entire market was extremely excited, with exciting discussions...

At this moment in the magic city, inside Zexi Investment, in the trading room, Xu Xiang looked at such a dragon and tiger ranking data, smiled, and also expressed a lot of emotion: "Continue to increase positions, it seems... it is really what a hero sees."

It’s similar!”

"This technique is really powerful." Next to Xu Xiang, Zhou Kan looked a little shocked and couldn't help but praise, "With billions or tens of billions of funds, you can actually play with short-term techniques and guide them."

The main line is to stimulate emotions and create a popular leader. His fast, accurate and ruthless operating techniques are really used to the extreme by him."

"What the market is missing now is popularity, popularity and money-making effects." Xu Xiang said, "In other words... the current market requires major funds like him to actively market and create a sustained money-making effect, because this is the only way.

, can attract more investors to enter the market, open up incremental space, and improve the market outlook. Mr. Su from Wealth Road not only grasps the investment direction accurately, but is also quite good at timing and macro-level analysis.

!”

"Fortunately, this time, we kept up perfectly." Zhou Kan said, "Today we bought a total of nearly 1 billion, which is probably no less than Fortune Road, and... based on the cost of the chips we bought today, this amount

Some chips have already made substantial profits during the day."

"Okay!" Xu Xiang responded, "Finally we are not too far behind."

"Follow up, let's..." Zhou Kan thought for a while and said.

Xu Xiang didn't wait for him to finish speaking, and then answered with a smile: "Today's big positive line has a large crossing range. Its index amplitude is basically the same as yesterday, so the profits accumulated during the day are also quite a lot.

Adding up yesterday's bottom buying and the profit taking that has not been taken out today, I'm afraid the market will have to digest this big positive line, so... in the next one or two trading days, if the market falls into an adjustment, then we will continue to increase our positions.

If you go long, if the market is trading high, you have to be careful about the risk of a sharp drop in the index and a washout."

"Understood!" Zhou Kan nodded.

Xu Xiang nodded slightly and said: "The rice must be eaten one bite at a time, and the market trend must be taken step by step. Those who are too impatient to eat hot tofu must be patient. We cannot rush for success just because of profits, nor can we make progress because of sudden changes.

Loss, which messes up plans and judgment."

"However, no matter how the market goes in the next one or two trading days..."

"In the short term, the index should not touch today's low again, which means that the index should have a relatively good trend response in the next period of time."

"While we are at this stage, we still need to be wary of risks and not be too eager to chase higher prices."

“But it can also be a bit more radical.”

"The two main lines of 'mobile Internet' and 'smartphone industry chain', whether they are popular concept stocks or many fringe concept stocks, after two days of eager rebound, the bottom chip vacuum stage has basically been filled.

If these two main lines go up in the future, I'm afraid the pressure I will encounter will not be as easy as it was in the past two days."

"After all, these two main lines, under the negative pressure of the IPO restart, have firmly locked up a large number of chips when they fell from their high levels."

"This batch of chips is not easy to digest quickly."

"Therefore, it is unlikely that these two major main lines will have a trend of continuous positive lines like today in the subsequent rebound."

"I predict that the market volume will not expand rapidly."

"These two lines will probably continue to rise in small steps in the form of 'time for space', slowly clearing up the hold-up orders ahead and the many profit-taking chips in the market that have no patience to hold positions."

"As for this rebound..."

"Where will be the turning point and top of the new trend, then we can only take one step and watch."

"Yes!" Zhou Kan responded, "I agree with Mr. Xu's opinion and also agree with Mr. Xu's analysis. Then our follow-up... will follow the unchanged form of dynamic positions, buying and selling at the same time."

"Okay!" Xu Xiang nodded and said, "Just follow this plan. The two main lines of 'mobile Internet' and 'smartphone industry chain', although they are the absolute core support for the small and medium-sized board and GEM market, are still in the market.

Under the current market situation, the daily trading volume of the two main lines is still very limited, less than 20 billion."

"Such a transaction volume cannot support tens of billions of super main funds moving around in two stocks."

"Now, Fortune Road has taken the lead and has sufficient cost advantages..."

"It is not advisable for us to intervene with a full-scale position and compete with him for the dominant trading power of these two main lines of market. We can just follow the trend quietly and get a piece of the pie."

Of course, apart from this reason...

There was still a layer of worry in his heart that he had not expressed.

That is, he feels that the negative side of the IPO restart in the market, although it has been temporarily digested by the market, will still hang over the market like a shadow, suppressing the market conditions. In addition, the time is approaching the end of the year, and the market macro capital is tightening.

, he did not have much confidence in how far the next rebound could go.

Therefore, he will prevent Zhou Kan from further increasing his position in the future and maintain the dynamic position balance of the fund.

And as the two of them analyzed the data on the Dragon and Tiger List and the possible market trends in the market outlook, and made follow-up investment plans...

At the same time, inside the Magic City, Yinghui Fund, in the trading room.

Liu Guanhai, the fund manager of "Yinghui No. 1", looked at the refreshed data of the Dragon and Tiger List, but he felt hateful and jealous in his heart.

Because the 'Yinghui No. 1' fund was chasing positions in the 'securities and venture capital' market and was massacred by Fortune Road, it did not avoid the risk of a market crash. Therefore, when the bad news materialized, the market style switched, and then a desperate counterattack began.

The fund failed to adjust its positions in time and shifted to the two core main concepts of 'mobile Internet' and 'smartphone industry chain' that rebounded the most to recover the previous losses.

And when they have completely withdrawn from the "securities and venture capital" sector, which has been extremely weak recently and has been completely abandoned by the main funds, and then want to catch up, this is the current situation.

The core popular stocks related to the entire 'mobile Internet' and 'smartphone industry chain' main lines have rebounded by an average of about 15% within two days. Other non-core concept stocks have also basically rebounded by 10%. At this time, we will pursue...

…Liu Guanhai was afraid that he had reached a high point again and would be harvested and massacred by Fortune Road.

"Damn it, you're so cheap that you can't beat it, and you use this trick to reap the benefits. I'm not going to be fooled." After staring at the Dragon and Tiger ranking data and pondering for a long time, Liu Guanhai remembered that in the past week or so, Fortune Road used the influence of seats to

It was also a method of buying continuously on 'Securities and Venture Capital', and then taking full advantage of the decline after two days. Finally, I made up my mind, "If I love the rise, I will never chase you this round, and I will definitely not accept your offer."

plate!"

The last round of ‘securities, venture capital’ market conditions.

The fund he was in charge of not only failed to eat the meat, but also cut off a lot of meat.

This made him deeply resentful of the culprit, Fortune Road.

"Manager, are we really not going to increase our positions?" Hearing Liu Guanhai's complaint, Shao Xiaoyun, the leader of the trading team, turned to ask, "I feel that the market has really bottomed out. Isn't it a pity that we are just wasting the opportunity like this?"

The negative news has landed, the index has made a desperate counterattack, filling the gap of the short jump, the market sentiment has also fully recovered, and the money-making effect of the entire market has also increased in an all-round way, we..."

"Shut up!" Liu Guanhai was too lazy to listen to his opinion, "Am I the fund manager, or are you the fund manager? The plan has been decided, you can just follow the investment plan, and for the rest... you can choose to keep your own investment opinions.

Of course, you can also choose to react to Mr. Wang and replace me as the fund manager."

Normally, he would give this junior some face, after all, his background is not small.

But today, after seeing Fortune Road buying bottom positions and increasing positions one after another, once again taking the initiative in the market changes and making huge profits, he couldn't suppress the anger in his heart even if he wanted to.

Shao Xiaoyun didn't expect his reaction to be so big, so he thought a few words in his heart, but still kept his mouth shut.

Although the other party's words were unpleasant, he was right. He was currently only the head of the fund's trading team. In addition, he was young, had little experience, and had little experience. Even if he responded upward, the company probably would not replace him at this juncture.

Liu Guanhai, so...he doesn't want to make himself unhappy. Anyway, it's not his money that the fund loses.

As the conflict between the two intensified, the market investment sentiment at this moment was indeed getting hotter and hotter.

And there are more and more topics about the continuous increase of positions on the "Wealth Road".

In these increasingly heated and passionate discussions, the short sentiment gradually dissipated, and the long expectations began to converge quickly. In the minds of the majority of investors, tomorrow's market, as well as their related holdings, have already reached the daily limit.

Hitting new rebound highs in a row!

Of course, there are often differences between expectations and reality.

When the next day, October 31, arrives, the market will usher in the end of the month and the last trading day of the month.

From 9:15 to 9:25, under the spotlight, the entire market was gradually declining during the call auction. It opened sharply higher at the beginning of the call auction and fell back to a flat price at 9:25.

In terms of position, the Shanghai Stock Exchange Index finally opened lower by 0.17%, the Shenzhen Stock Exchange Index opened lower by 0.11%, and the ChiNext Index opened lower by 0.06%.

The two main concept sectors of 'mobile Internet' and 'smartphone industry chain', which are the core concerns of the market, and their popular stocks, also opened less than expected. Among them, Fenda Technology opened higher by 3.22%, Huaqingbao, Changchun

Qu Technology opened higher by 2.11% and 1.76% respectively. As for the weighted GEM stocks such as Wangsu Technology, LeTV, Huake Financial, Xinwei Communications, Oriental Fortune, etc., they opened higher, all within 1%.

Faced with such an obviously lower-than-expected opening...

The originally enthusiastic hearts of the majority of investors in the market, as well as the surging long sentiment in the market, were suppressed again, and the word 'rationality' began to gradually appear in the minds of more and more investors.

So, at 9:30, after the market officially opened.

The market began to rely on the opening point as the center and fell into a sideways trend of shrinking and shock.

And throughout the trading day, the three major indexes were all within a relatively narrow shock space, making the majority of investors watching the market feel sleepy.

Finally, after four hours of trading time.

When the market closed at 3 o'clock in the afternoon, the three major indexes still remained near the flat market, neither rising nor falling, and all closed with a relatively short red cross star.

However, the performance of the index is disappointing.

However, as the core main line of the market, 'mobile Internet' and 'smartphone industry chain' related conceptual fields, the money-making effect is still continuing. After a violent shock, Fenda Technology closed its third daily limit, and the stock price broke through the 60 yuan mark.

The 'Mobile Game Heroes', Wangsu Technology, LeTV, Xinwei Communications and other GEM heavyweight constituent stocks also performed well. They continued to be attacked and scrambled for funds by major funds, and closed above the 3% to 5% increase range.

After the market closed, the Dragon and Tiger List showed that Fortune Road was locked up and there were no trading seats for any stocks on the list.

As for Jiefang South Road, buy, sell, and do T within the day.

Of course, one thing worth noting is that institutions have begun to reverse their positions and are once again chasing GEM heavyweight stocks such as Wangsu Technology and LeTV.

Seeing the Dragon and Tiger list, Wealth Road is locked.

Although everyone is seriously dissatisfied with today's market performance, they are still full of strong hopes for the market outlook.

However, in the next two trading days, the market still did not continue to break through. Instead, it continued to fluctuate within the gap range when the market opened low and fell on October 29, and successively closed Xiaoyin and Xiaoyang crosses.

The K-line consumes everyone’s enthusiasm and emotions.

Later, when everyone thought that the index was suppressed by heavy selling, and would go back to the lows reached by the two golden needles on October 29th and October 30th...

November 5, Monday.

After the market opened slightly lower, it once again made a breakthrough trend with great momentum!