The investment era of rebirth

"The market volume can never be further expanded, and there are always some hidden dangers in undertaking it!"

Seeing that the market's time-sharing energy volume began to decline, and the index fluctuated at a high level and stagnated, Zhou Kan, inside the Magic City, Zexi Investment, in the trading room, said with emotion: "Mr. Xu, according to this change in volume energy, the market can be said to be strong but actually weak.

, going on... I’m afraid it will be difficult to surpass the previous high point in one breath and continue to create market space, right?”

"It is indeed difficult, but it is not impossible!" Xu Xiang said, "The market is dynamic, and neither emotion nor energy can remain unchanged. If the market can continue to make money after oscillating at a high level, then the emotion will naturally

It will continue to rise, and the incremental funds received will naturally expand. Whether it can surpass the previous high...the key depends on how the market, news, capital, and sentiment will change during this period."

"If the news is good, the sentiment is good."

"Then, under the influence of the continuous money-making effect of the market, the vast number of investors and funds from all walks of life outside the market will naturally continue to enter the market and take over the market."

"Sustained money-making effect must be driven by continuous incremental funds." Zhou Kan continued, "And as the stock price rises, the higher the position, the more incremental funds will be required. Although the current market sentiment is recovering,

We have raised a lot, but the funds that are willing to chase higher, compared with the profit-taking chips that are gradually emerging at the high level, are still slightly insufficient from the market point of view. In this way... it will be extremely difficult to maintain a virtuous cycle of market conditions."

"but……"

Zhou Kan paused and continued: "No matter how the market goes, it should not have a big impact on us. After these days of continuous intraday trading, we are on the two main lines of 'mobile Internet' and 'smartphone industry chain'.

The cost of holding positions has been reduced a lot, and our positions are not particularly large. With the liquidity of these two main lines, we can complete the liquidation in one day and avoid possible risks."

He is not very confident that the market will reverse and hit its previous high.

After all, in his view, the market's continuous slump has not been long ago. Many of the chips that were stuck in the market during the continuous market slump have not been liquidated. The index has continued to rebound. In addition to digesting the gradually accumulated profits,

If you want to trade, you still have to digest this part of the holding chips.

According to his market analysis, incremental market funds simply cannot solve these two problems at the same time.

"Well!" Xu Xiang nodded slightly and said, "From a rational perspective, although the depth of this round of market adjustment is enough, the time and space are far from enough. It may seem like a reversal, but in fact the probability of a rebound is extremely high. Maintain

It’s really necessary to wake up and stop when you’re done.”

While the two were talking...

At 1:45, the market had fallen again.

The ChiNext Index has fallen back to a gain range of 3.4% to 3.7%, while the Shanghai Stock Exchange Index has fallen back to a gain of around 2%.

Of course, some people are bearish and others are bullish.

At this moment, within Yuhang, Minghui Capital, and Jingda Investment, these two private equity institutions and fund managers who had previously liquidated and retreated significantly, but later did not follow up on bargain hunting because of hesitation, began to be bullish again.

The market is begging for additional positions.

It’s just that Xu Zhongji had already made up his mind to short positions at the end of the year.

He did not agree to the fund manager's request to increase his position.

On the contrary, Gu Chijiang seemed quite happy after the fund manager Lin Tingzong flipped long. Following the other party's advice, he once again pursued high prices and bought back core stocks related to the two main lines of 'mobile Internet' and 'smartphone industry chain'.

I want to have chips and try to achieve better results at the end of the year.

After all, his brother-in-law failed to borrow money to speculate in stocks, and the scandal came to light.

Although he had been kicked out of the company at this moment, it still had a big impact on him and he was forced to help the other party repay part of the loan funds.

Now, he doesn't have much liquidity in hand that can be used for company operations.

As for the main fund managed by the company, in the past two or three months, it has not only turned losses into profits, recovered its losses, and turned its annual net worth into positive, but it is not far away from receiving excess profit dividends, so... Lin Tingzong felt that there was an opportunity.

Only under good circumstances would he want to try again aggressively.

At a time when the main institutions of all parties have different views and different choices.

In the hot money group at this moment, the news in the Yuhang hot money main group where Su Yu is located is also refreshing rapidly.

"LeTV is open, is there anyone who can unblock it?"

"Huayi Brothers have fallen so sharply in the past few minutes, which is a bit unexpected! Is this check done? It feels relatively weak!"

“The GEM index is 1300 points, it feels like it’s not that easy to get on top!”

"The market trend in the morning was too strong and too fast, which caused the chip structure of many tickets to be unstable. However, there should be no doubt that this big positive line breaks through. Although the market has been repeated, the trend must be upward.

I think in this case... it’s okay to reply!”

"Although the GEM index has repeatedly reached 1,300 points, the 20-day line is completely on the line."

"It was so urgent in the morning. It's normal to digest it in the afternoon and the shock will subside. I don't think you need to worry too much."

"Although the index has fluctuated and fallen back a bit, the current number of stocks in the two cities with daily limit is still maintained at more than 100. The market's money-making effect is still very strong."

"The time-sharing volume has been significantly reduced in the afternoon, but I'm afraid there are still some hidden dangers!"

"The time-sharing volume is definitely smaller compared to the morning, but it is still slightly expanded compared to yesterday, or the day when the index rebounded on October 30, and the overall volume can be compared to yesterday or October 30.

, are also slightly amplified, so... I think there is no problem with the current volume."

“Don’t be too demanding, as long as it has a money-making effect, the market will do the trick!”

"What is the amplitude of this drop? I hope that the index will take a sharp plunge at this time, so that I can buy leading stocks such as Fenda Technology, Wangsu Technology, and Changqu Technology again. Alas...

I just hesitated a little bit in the morning, and then I couldn’t hit the board anymore.”

"Overall, in fact, today's popular stocks related to the two main lines of 'mobile Internet' and 'smartphone industry chain' have not increased in volume. This should indicate that these stocks have good chips and everyone expects the stock price to be far higher than the current position.

At the same time, it also shows that Mr. Su of Fortune Road is still locking up positions, right?"

"Yes, that's the truth!"

"Since Mr. Su is still locking up his position, there is no need to worry too much."

"I think, whether it is a rebound or a reversal, as long as the two main core popular stocks of 'mobile Internet' and 'smartphone industry chain', especially the many concept stocks held by Mr. Su, do not increase significantly, then continue

Chase and keep getting it, no problem."

"Even if the volume is increased significantly, Mr. Su's position cannot be reduced completely in one day, so he has enough time to react!"

"That's true!"

"No matter how the market goes, just keep an eye on Fenda Technology. This check... is currently a leading indicator of the market. As long as it doesn't collapse, there will be no problem with the market."

"Follow the strongest wind and build the strongest stocks. There is nothing better than this for stock trading!"

"Damn it, I just said I would block LeTV, but I didn't expect...it only took a minute or two for it to be blocked again!"

"The concept sector of 'film and television media' is doing well! 6 stocks have reached their daily limit."

"What am I talking about? At this time, being bearish on the market and worrying about risks is completely unfounded. You will make yourself unhappy. It is true to follow the trend and buy. After all... Buying like this with your eyes closed is impossible.

There are really not many markets where you can make money, it would be a pity to miss it!”

"Actually, I think a little disagreement is a good thing."

"As the saying goes, buy when there is disagreement and sell when there is consensus. Only when there are differences in the market will the market prevail. This is often the case!"

"Also, when are the tops and bottoms of the market not formed under extreme emotions? In the current market, there are still people who can remain rational and bearish and make people pay attention to risks. This proves that the market sentiment has not reached an extreme state, and it is naturally impossible here.

It will be a node where the aircraft trend changes.”

"Anyway, let's look at the front high position first!"

"We will wait until the Shanghai Stock Exchange Index approaches 2,500 points again and the ChiNext Index approaches 1,400 points again. If the breakthrough cannot be confirmed by then, it will not be too late to consider the risks. As for this time... I think it is better to focus on long positions.

Maximize profits.”

"Anyway, I have to reduce my position, or stop my losses, get Mr. Su's seat, and then appear on the Dragon and Tiger list of sellers."

"The same goes for me. There is no way out for wealth, and I can't."

"What the hell, I just said that Huayi Brothers was weak. I didn't expect that this time... this stock will also be closed."

"The daily limit of stocks in the two cities has exceeded 121. In just this moment, there are a lot of stocks that have been closed. If you have to hesitate and consider the risks in such a market, then it is really... not suitable for stock trading!"

"Hey, follow up, follow up..."

"I finally understand. The more you hesitate, the higher you chase!"

"With the market adjustment in the past few days, Fenda Technology should have been caught. Alas... what a pity!"

"Chasing the leader, let's continue the relay. With this kind of market trend, it is easy to guide the long sentiment. Coupled with the blessing of Mr. Su's wealth road seat, it is easy to create a monster stock!"

Continuously updating information...

The trading time passed 2:30, and after slight adjustments, several major indexes in the two cities began to slowly climb up again amid the continuous pursuit of funds.

Finally, when 3 o'clock in the afternoon came.

The Shanghai Stock Exchange Index returned to a 2.5% increase, while the ChiNext Index once again rose by 4%, closing at a 4.11% increase, successfully reaching the 1,300-point mark.

In addition to the index, 95% of the nearly 2,000 stocks in the two cities achieved gains.

Among them, the two core main lines of 'mobile Internet' and 'smartphone industry chain' are still the absolute center of attention of the market and are popular leading areas, and the 'Internet Finance' concept section, 'mobile game' concept section, and 'Apple Concept'

Sectors, including the 'domestic software' concept sector, all set off a daily limit trend, and within each concept sector, more than 6 concept stocks sealed the daily limit.

Faced with such a closing situation...

Investors in the entire market, as long as they are in the market, regardless of institutions, hot money, retail investors... are all happy and excited. At the same time, everyone also has more expectations for the market outlook.

Of course, amid this joy and excitement.

'The ChiNext Index rose more than 4% and returned to the 1,300-point mark', 'The Shanghai Stock Exchange Index returned to the 20-day line, the market trend reversed', 'The turnover of the two cities reached the 130 billion mark again' and other news headlines were also sung by major

The publicity in numerous financial media spreads at the fastest speed to more potential investor groups outside the market who have not paid attention to the market conditions in time, or have long been discouraged by the stock market. They use the greatest publicity to stimulate the market.

The power of going long.

Subsequently, under the attention of countless people, the Dragon and Tiger list was refreshed.

I saw a total of 26 stocks from the two cities on the list, and among the stocks on the list, among the trading seats, Fortune Road, which is hailed as the "legendary seat" by the majority of investors in the market, is still invisible and remains locked and has not appeared. And this

…It has added to the market’s confidence in going long.

In the evening, the regulatory authorities once again gave a detailed explanation on the restart of the market IPO.

It emphasized that the restart of IPO will not cause serious capital drain on the market, and at the same time... continued to indicate that the follow-up will be promoted and encourage more long-term funds to enter the market.

And the regulators are speaking out and taking good care of the market.

In terms of new announcements from listed companies on the market, Ancai Paper, which Su Yu paid attention to and had used his sister Su Qingyu’s stock account to buy a lot of chips, finally issued an announcement stating that it planned to issue a targeted announcement to all shareholders of Kumho Group.

The restructuring matter of issuing an additional 4.5 billion shares and acquiring the assets of Kumho Group has been approved by the regulatory authorities. This also means that Kumho Group has successfully achieved its purpose of going public through backdoor Ancai Paper, and the announcement shows that after the restructuring, the company

The controlling shareholder, actual controller, and main business will all change, and the company will also be renamed Kumho Group when it resumes trading next month.

"Personalized additional issuance of 4.5 billion shares."

Su Yu carefully took a look at the announcement issued by Ancai Paper, and said with some surprise: "According to the stock price of 3.35 yuan when Ancai Paper was suspended, Kumho Group's assets were packaged and listed, and only 4.5 billion additional shares were issued. Some were out of stock.

Unexpectedly, in this round...the institutions participating in Kumho Group's backdoor listing will probably make a lot of money."

"Why, do you think it's underestimated?" Li Meng asked with a smile.

Su Yu nodded slightly: "To be honest, based on Kumho Group's revenue, profit scale, and the amount of land reserved for development, it is somewhat underestimated. However, the pure real estate development business valuation, after integration, added

There is indeed a significant difference in the valuation of the construction engineering business. In fact, let me say... If Kumho Group really wants to maximize its benefits and valuation during the listing, it should divest the market valuation among the listed entities.

The construction business with lower value and the property management business with significantly different valuation are only listed on the commercial real estate development business.”

"If you really do that..." Li Meng smiled and said, "I'm afraid that Chairman Yang of Kumho Group will not be able to control the group."

"That's right!" Su Yu thought for a while and responded, "After the drama of father and son's antagonism was staged, Chairman Yang's control over the group has declined sharply. If the group's businesses are separated again, some will be listed and some will not.

, I am afraid that the internal conflict of interests will become more intense. After all, only after it is listed, the shares in the hands of many people will have value, and it will not be unable to be realized from beginning to end, and can only be treated as a piece of waste paper."

"It seems that Yang Hao... hasn't contacted you for a long time." Li Meng said curiously, "Is he frustrated and giving up completely?"

Su Yu spread his hands and said, "I can't help him much."

"That's right!" Li Mengmeng thought for a while, "Although our Yuhang Investment has a certain foundation, compared with the leading real estate company in Yuhang like Kumho Group, it is still far behind. Besides...this kind of dispute between wealthy families,

Originally it was not easy for others to interfere, so it was better to just watch and watch the show."

"but……"

Li Meng paused and then said: "I heard that Yang Hao got very close to Miss Ni recently and made a lot of news."

"You are quite gossipy." Su Yu chuckled.

"The main reason is that Young Master Yang is too high-profile." Li Meng said, "Just last week, in order to wish Miss Ni a happy birthday, he hung up all the conspicuous big screens in the commercial plaza in Yuhang.

The advertising and pursuit attitude can be described as crazy. I was just walking down the street and saw it at a glance. It was hard for me to figure it out."

"Is there such a thing?" Su Yu was a little surprised and said to himself, "This guy is quite willing to take risks! It seems... he really wants to bind himself to the Ni family and kill someone with a borrowed knife!"

"It's been on the local news hot search, you haven't paid attention?" Li Meng was a little surprised when he heard Su Yu's words, thought about it, and said, "That's right, you probably only have various news in the financial market in your eyes.

Information, as well as global economic trends, market analysis and inferences, etc., usually people don’t care much about this kind of gossip and social news.”

"Yes and no!" Su Yu smiled and changed the topic, "Okay, this matter has nothing to do with us for the time being. Let's discuss the subsequent market trends and strategies!"

After holding tens of billions of funds in hand...

Even if he has the advantage of being reborn and roughly knows the macro trend of the market, he still has to start to be cautious. After all, nothing is 100% certain in the financial trading market, not to mention... with his current influence on the A-share market.

Power, on many factors, can affect the macro trend.

In other words, the macro future of the market that he knows is under his own influence.

It may not be implemented step by step and immutably.

"Okay!" Li Meng nodded.

Then he immediately turned back to his thoughts and continued to sort out various market news, discussing with Su Yu the possible future market development, and planning strategic directions in advance.

Following the discussion between the two, the heated and hot topics in major online stock forums in the market were refreshed.

One night passed, and Tuesday, November 6th arrived.

With the external market trend stable, internal and external news tending to be positive, market sentiment hot, and the enthusiasm created by yesterday's big positive line not yet fading, at 9:15, under the spotlight, the two cities ushered in call auctions.