Chapter 123: The seesaw market reappears!
"The GEM is so strong!"
When the GEM index broke through 1030 points, and almost all the constituent stocks of the GEM index rose in the red, Su Yu's main capital group, some people sighed: "It seems that after a round of plunge, the GEM will be the consensus of the main line of the future market, but it has been strengthened in the market, and the seesaw effect with the Shanghai index is getting bigger and bigger." β
"This is normal, in the current explosive growth of the smartphone and mobile Internet industries, most of the funds in the field, if they can't realize this, it would be stupid."
"According to this situation, the market speculation path in the first half of the year will be strengthened!"
"And, I don't know if you've noticed...... Today's funds entering the GEM, the strength and method of buying, are not quite like retail funds and floating funds. β
"Indeed,Everyone should be the most clear about each other,Look at Wangsu TechnologyγLETVγOriental Fortune, these stocks with relatively large market capitalization and circulation,The amount of capital inflow and buying style,It's obviously not like the handiwork of youzi,It's very much like ...... The institution has entered! β
"Is the main board weighted by the body? No way! β
"What's not going to be? The situation of Shanghai being weak and deep and strong has been deduced for half a year, and these guys should also react. β
"Don't they look down on the concept stocks of the GEM? And the position of Internet speed technology and LeTV is not low, and the wealth of the East is still hovering at the bottom, and it has not risen much. β
"There are so many market institutions, there are always some mavericks."
"Yesterday, the two cities bottomed out and rebounded, and the violence rose, and there was really no area where funds focused on attacking, and the index diverged again in a few days, and it was finally clear, not to mention...... Today, the GEM index is stronger than the Shanghai Index, and it is indeed like many institutions on the main board, which are significantly adjusting their positions into the GEM! β
"To tell you the truth, this is indeed a good time to adjust positions and swap shares."
"After all, compared with the previous month, many core hot stocks, including stocks with performance support such as Netspeed Technology, have indeed returned to a relatively low position."
"Haha...... If it is really an institution that is adjusting its position and swapping shares and accelerating its entry into the GEM, it would be great. β
"Okay? What's so good about that! β
"There are institutions entering the market, as a valuation anchor, hype, and there will naturally be more and more people who believe in the logic of the future market of the GEM, which will strengthen the logic of speculation, what's not good?"
"That's right, it seems that Brother Su's second prophecy is also coming true, it's amazing!"
"An article is worth 10,000 dollars, and it is Brother Su's analysis article, I think that if you can understand Brother Su's article thoroughly, it will not be a problem to make money in the market in the future."
And as discussed in the main group of tourists......
At this moment, on the major online forums, we see that the GEM index is getting stronger and stronger, far exceeding the rebound of the Shanghai Index, and the prediction results of Su Yu's "future market in the GEM" are more and more convinced, and more and more people have begun to follow the trend and pour into the GEM, and began to tout Su Yu's wealth road and Fusheng Road seats more enthusiastically, and also began to follow Su Yu's many stocks held by Su Yu's two major seats.
and in this case.
At 1:26, the GEM index rose to 3.5% in one breath and reached above 1040 points.
Among them, Tianyu Information touched the price limit, and stocks such as Netspeed Technology, LeTV, Oriental Fortune, and Flush rose to about 8%.
"This ...... This seesaw effect is too exaggerated, right? β
Seeing that the gap between the growth rate of the GEM index and the Shanghai index has widened to about 2.7 points, Li Meng felt very incredible, and said with some regret: "The mood of the GEM is warming up and the speed of capital inflow is too fast, my judgment in the morning, it seems that ...... It's a bit immature. β
"It's good to know that you're ignoring those factors and aspects!"
Su Yu looked at the two stocks he operated, which had completely sealed the price limit, his eyes relaxed slightly, and he said with a smile.
"The Shanghai Composite Index has shrunk, but the volume of the GEM Index is almost the same as yesterday." Li Meng observed the market and continued, "You said that the current market, the vast majority of investors, is still a bear market mentality, even if the central bank releases a blockbuster positive, good feedback, to be able to reach the step of large-scale entry of incremental funds, at least it needs to continue to make money effect stimulation and long-term fermentation of time." β
"Therefore, the volume of the GEM can continue to explode......"
"The continuous and strong undertaking of funds basically does not come from over-the-counter funds, but on-site funds."
"This should be a big fund on the main board, after the market money shortage crisis was forced to reduce positions, when the crisis passed and was replenished, the direction of the GEM was chosen, right?"
Seeing that Li Meng had analyzed the key factors in the market, Su Yu nodded with a smile and said, "That's right, it's the rebalancing of large funds." β
"This is completely passive from the Shanghai Composite Index to follow the Shenzhen Index and the Growth Enterprise Market."
"Moreover, up to now, the main board market, including 'big finance', 'infrastructure', and 'real estate', the three weighted sectors that rebounded the most fiercely yesterday, are still in a state of continuous outflow of funds, which can be seen."
"As for why the GEM has risen sharply, it is still an on-site game."
"The seesaw effect of the Shanghai Index and the Growth Enterprise Market (GEM) has said it all."
"The reason why the index rises and falls out of sync is because fundamentally, there are not so many continuous incremental funds that can support the market to achieve a general rise."
"And before the market has not continued to make money, that is, the incremental funds that continue to enter the OTC, and there is no qualitative change, this seesaw market will be the norm in the future."
"Just looking at the Shanghai Index, it may not change much, but the difference between individual stocks is huge, right?" Li Meng was silent for a moment in Su Yu's answer, and then expressed his opinion, "The 'light market, heavy stocks' operation strategy you mentioned before turned out to be what it meant. β
Su Yu nodded with a smile and said: "Yes, this is the origin of the basic logic of 'light large market and heavy individual stocks'." β
In trading, operating.
Only by understanding the basic logic and having this basic logic as the foundation of trading support, then in the implementation of trading strategies, there will be no fear and confusion.
"What the hell, I...... I don't think I understand. β
Wang Can's thinking reaction and trading perception obviously have a big gap with Li Meng, and for a while, when he heard the conversation between the two, he was completely confused.
Seeing his confused eyes, Su Yu smiled and said: "It doesn't matter if you don't understand, you first carefully review and concentrate on the market step by step, understand the abnormal changes in the market volume, capital, time-sharing trends, etc., and then record these abnormal changes, think about why first, and then don't understand, and then ask me, or ask Li Meng." β
Fundamentally......
Su Yu's expectations for the two of them are essentially different.
He hopes that Li Meng can eventually follow in his footsteps and grow into an excellent fund manager, who can fight side by side with him in the future, enter the international financial market, and even be able to take charge of the trading department and make some important investment decisions independently when he is not in the company.
And for Wang Can.
Su Yu's expectation is that he hopes that the other party can really learn something and become a trader backbone of the future company to help him keep an eye on some of the trading teams below.
Of course, there is also the expectation of teaching people to fish.
If the other party can grow up beyond expectations, he will naturally give the other party a heavy responsibility.
After all, no matter what aspect it is, Li Meng and Wang Can are not many people in his heart who are worthy of complete trust.
"Oh!" Wang Can responded, and did not show any discouragement.
In the past two days, after experiencing the epic plunge in the market, in Su Yu's almost hand-in-hand guidance, he felt that he was growing rapidly.
That kind of growth in both trading mentality and trading technology and vision.
It all made him excited and excited.
Moreover, he also really felt that his insights and skills in trading were far away from Su Yu and Li Meng, so he naturally had no heart, and only planned to learn quietly, honestly like a beginner trader, and operate according to Su Yu's instructions.
"After the market closes, both of you should write a detailed review report to me!" Su Yu thought for a while and ordered, "At the same time, there is also the trading logic of today's intraday operation, which should also be written clearly." β
The two of them responded together, and then ......
Everyone once again turned their attention back to the stock market that was being traded.
I saw that the GEM index broke through the 3.5% increase, and the slope of the time-sharing rise became steeper and steeper, and when it quickly broke through from around 1040 points to 1045 points in one fell swoop, it began to show a large increase.
"The capital has reached this point, and it has begun to encounter strong selling." Su Yu stared at the trend of the GEM, and when there was no operation action, while looking at the market, he explained to the two of them, "Generally, at this time, the rise is too large in a short period of time, and at the same time it begins to increase the volume and the selling is aggravated, which is the high point of the time-sharing trend, that is, the selling point in the intra-day trading." β
And with Su Yu's voice.
Next, in just two or three minutes, the GEM index began to turn around and retrace, and at the same time, the time-sharing volume could be amplified, and in the index retracement, it began to gradually decay.
"Got it!"
Li Meng saw the change in the index, paid attention to the indicators and the amount of energy, and responded.
"At the same time, when the weak market, the GEM index encounters huge pressure ahead, and the gap between the scissors difference with the Shanghai Index is too large, the speculative funds in the field will selectively temporarily take profits on the GEM, and speculate on the Shanghai Index's supplement." Su Yu continued in the change of the index, "Therefore, under the seesaw effect market, the main funds in the field, once the upward pressure of the index is found in the short-term pulling process, they will not attack arrogantly, they will let the index retracement adjustment, and then further digest the floating chips, consolidate the chip structure, that is to say, do not worry too much about selling flying chips." β
With the gradual progress of the trading time, Su Yu carefully explained the changes in the index.
In the end, when 3 o'clock came, the GEM index retraced from the time-sharing high of 1046.11 points to 1035.31 points, an increase of 2.88%, and the Shanghai Index was in the retracement of the GEM index, but went up for a while, and finally closed at 2033.64 points, an increase of 1.01%, and the scissors difference between the two major indexes narrowed to less than 2 points.
In terms of individual stocks, the Shanghai Ganglian daily limit, Tianyu Information daily limit, and Huaqingbao daily limit.
Oriental Fortune, LeTV, Internet Speed Technology, Fenda Technology, Flush and other votes, the increase ranged from 6% to 8%, although there is no limit, but the strength is still strong, and funds are also showing a large inflow.
Moreover, the two-day rebound after the collapse of the index.
The net value of the 'Yuhang No. 1' fund, which has completed the initial position, has exceeded the position of 1.1, and the overall profit has exceeded 10%, and it has achieved good results.
After closing, Su Yu continued to instruct Li Meng and Wang Can in their review records.
And during this period, he received a call from his sister from Yuzhou, and injected the remaining 6 million idle funds in the bank account into his sister's newly opened securities account through his sister's bank card, intending to use the 6 million to build a position in Ancai Paper through his sister's securities account and lay out the backdoor of Kumho Group.
Then, when the time traveled to 5:30 p.m., the new Dragon and Tiger list was announced.
Everyone was eagerly looking forward to finding Yuhang Fortune Road and Yuhang Fusheng Road again on the Dragon and Tiger list, but seeing these two seats, they were completely silent today, but the institutional seats shone brightly and appeared on many of the GEM constituent stocks on the list, which surprised everyone.