In the second half of the year, with the release of Apple's new products, coupled with the development of terminal electronic devices, the 'wearable device' market has begun to enter the explosive period, and these stocks that have entered Apple's supply chain still have extremely high performance explosion expectations and prospects.

Moreover, these concept stocks, after the early hype, have been in the doldrums for a long time.

It can be said that the adjustment has been sufficient.

If the main funds in the market, next, in the index adjustment, choose to use this sector and related concept stocks as the breakthrough direction, Su Yu feels that there is still a lot to be done.

After all, after the "Apple 4" and "Apple 4S" products, the entire global market is expected to have a very high sales volume of Apple's new products.

There is also this sector, and its related concepts, which have experienced several rounds of hype in the market before.

Market investors, the memory of this, is very deep.

As long as the main funds attack the main line of this concept at the critical moment and quickly play the effect of making money, then other follow-up funds and short-term investors in the market will naturally quickly intervene.

And, there is another extremely important point.

That is, the stocks on the main line of this concept are not all distributed on the GEM, but there are also several on the small and medium-sized board and the main board of the Shanghai Stock Exchange.

This shows that at the time of the outbreak of this conceptual market.

The trend of the Shanghai Index, the Shenzhen Index and the ChiNext Index will not appear in the previous state of fragmentation.

Therefore, on the whole, Su Yu believes that the concept of 'Apple industry chain' is the main hype line that is most in line with leading the index to break through.

Of course, among so many concept stocks, which one will be the leader to lead the breakthrough of the sector.

Su Yu was not sure in his heart, he still had to observe and observe.

In his detailed review and speculation, the next day, May 15, arrived, and the stock market ushered in the opening of the market under a calm situation at home and abroad.

Due to the failure of the GEM index to break through 1000 points yesterday, the sentiment of rushing up and falling back.

Today's three major indexes all opened slightly lower.

Among them, the GEM index opened low to around 0.5%, and yesterday's popular "mobile games" and "film and television media" concepts opened sharply lower, and the capital speculation sentiment was sluggish.

Su Yu paid attention to Hua Qingbao's opening status.

I saw that the check was directly opened sharply to around the 6% decline, and fell into a tragic adjustment.

As for the time when he reviewed yesterday, he paid more attention to the "Apple Industry Chain" stocks and extremely related concept plates, in the call bidding stage, did not usher in the care of the main funds, still as usual, with the fluctuation of the index, the shrinkage opened slightly lower, and there was no trace of capital rush and attack.

Faced with such an opening scene, Su Yu was very calm.

He knows that yesterday's market pessimism needs to be digested, so he is not in a hurry.

After the end of the call auction, the formal auction transaction began at 9:30, and the Shanghai Index, Shenzhen Index, and ChiNext Index fell into a situation of opening low and going low under the sluggish investment sentiment.

However, Su Yu noticed......

In the three major indexes, in the form of opening low and moving low, the overall amount of energy is gradually shrinking.

In other words, the real panic did not happen, which also shows that the index is in this position, and it cannot be killed without a major negative impact on the market.

If there is no volume, it will naturally not fall deeply.

Sure enough, when the GEM index fell to nearly 1%, that is, around 968 points, it could not fall.

At this time, the strong concepts in the early stage of the sharp pullback, such as 'mobile games', 'film and television media', 'mobile Internet' and other concept plates, have also relatively stabilized, and began to stop falling sideways, and even slowly rebound.

"The pressure and emotions of selling are almost released."

Su Yu sensed that after the index pullback, the shrinkage stabilized, and said secretly: "Follow-up...... It's time for a new plate market rotation and a new money-making effect to gather again. ”

As he spoke, he once again turned his attention to the concept of the 'Apple industry chain' and the related concept of 'wearable devices'.

I saw that its related concept stocks have begun to attract the attention of active funds in the market.

"Anjie Technology, Changying Precision, Xinwei Communication, Goertek Technology, Shuobeide ......" Su Yu looked at the many concept stocks that were taken care of by the funds, and for a while, he said with some hesitation, "Which one to choose?" ”

Although the fundamentals of these concept stocks are not bad, they all have room to continue to rise and a hype environment.

But Su Yu felt that it was always almost meaningful.

He believes that the market concept leader will either have a great positive drive from the market, or have a huge 'story imagination space' in the next few months to half a year, similar to 'Tianyu Information' and 'Hua Qingbao', with its own unique hype potential.

And the current disc ......

These concept stocks that are attacked by funds and show abnormal movements, Su Yu did not see this kind of gene.

If all he is looking for is a profit of a few points, or a profit margin of up to 10%, these tickets have reached the threshold of the end of the adjustment and a high probability of rebound.

He can participate with confidence and boldness.

However, what he is looking for is not a few points, or even 10 points of profit rebound space, but to find the market concept leader, to do the gem refers to a breakthrough continuous market.

Just when he was agonizing about which stock to choose, guessing the next motive of the main fund.

A stock called 'Fenda Technology' from the concept of 'wearable devices' suddenly rose by 3% under the attack of funds, attracting Su Yu's attention.

As early as March this year, the company released Wi-Fi-based cloud audio hardware and software solutions equipped with the company's own high-performance chips, which is considered by the industry to be a landmark event for the company to become a vertically integrated manufacturing and service provider of consumer electronics.

At that time, under the wind of this shareholder, this team was also hyped by market funds.

Only then it was calm again.

Su Yu looked at this stock, and did not rush to act, but thought about whether this stock, at the current stage, can take on the important task of 'concept leader' with its explosive potential and plate driving effect.

"The wearable device market has a lot of potential, but it's still a catalyst."

Su Yu thought about the logic and secretly sighed: "However, from the perspective of the strength of the current market's main capital attack, there is no more suitable than it." ”

In his memory, Fenda Technology was one of the big bull stocks in the whole bull market after the whole round of bull market.

But he didn't know exactly when the other party's start-up and the huge change in fundamentals happened.

Therefore, in terms of the degree of participation and timing, it can only be judged according to the current speculation timing and capital attack strength of the market, so as to take one step and see one step.

And with his brief hesitation......

In a few minutes, the stock price of Fenda Technology has soared to more than 5%, which is particularly strong.

Moreover, a huge amount of buying orders is pouring into the disk of this stock, and the determination of the main funds to pull up the stock price is also very resolute from the perspective of time-sharing transactions.

"The turnover is over 25 million."

Su Yu stared at the real-time transaction interface of Fenda Technology, and a trace of surprise crossed his eyes: "The capital attack is very strong, almost without stopping, and the volume is attacked, and the goods are swept strongly." ”

"There are only 40 million shares in circulation of this stock, and the circulating market value is only about 500 million."

"Such a sudden increase in volume, the funds are attacking unscrupulously...... There is a high probability that there are follow-up positive supporting factors in it, and there must be a lot of money again, and the news was obtained in advance. ”

Thinking about it......

Su Yu did not hesitate anymore, and the funds of the four trading accounts that had been logged in were hit by him one after another.

4,000 lots, 6,000 lots, 10,000 lots......

After Su Yu decided to act, he was extremely decisive, with more than 20 million funds, swept the stall selling order of Fenda Technology, and directly hit its stock price on the price limit.

However, when his list was put out, a large number of orders had just appeared on the instant transaction disk of Fenda Technology.

The main capital that had previously pulled up Fenda Technology began to panic in an instant, and with a more rapid attitude, it successively hung out 4 large orders of 10,000 hands, which directly sealed the price limit and blocked the path.

Su Yu looked at Fenda Technology, which was rapidly rising within a minute.

Looking at the price limit fixed at 13.78 yuan, the limit was sealed in an instant, and more than 50,000 hands were traded.

Looking at the list he put out, in addition to the 17,800 hands traded, there are more than 2,000 hands that are not traded on the price limit.

For a while, I was stunned.