"Executive resignation?"

Before Su Yu could check the negative information that popped up, Li Meng couldn't understand it: "The news of the resignation of the vice president of a group in charge of product development business can smash the stock price into a straight dive, isn't it outrageous?" ”

"What the market is afraid of is not the impact of this person's departure." Su Yu clicked on the information and glanced at it, then looked at the shareholder holdings of Fenda Technology, and continued, "This guy holds a lot of shares of Fenda Technology, and with his resignation, there must be a plan to reduce his holdings, which is the reason for the stock price to dive." ”

"However, this news will have to wait for the company's announcement to confirm."

"But no matter what......"

"The industry is in a high boom cycle, and the company's R&D direction and product direction are no problem, and the fundamentals have not changed without any change, and the reduction of shareholder holdings cannot stop the upward trend of stock prices, so ...... This news can also cause short-term stock price fluctuations, and after a while, it should return to normal. ”

"Hmm!" Li Meng responded.

Then, while Su Yu was talking, he had already begun to place orders continuously and buy Fenda Technology, which continued to dive.

At 11:30, when the lunch break arrived, the increase of Fenda Technology had dropped from the highest of more than 7 points in the session to about 2 points, and the overall transaction situation of the disk had been fully suppressed by the selling.

In addition to Fenda Technology......

Other popular concept stocks also fell back before midday.

As for the index, the Shanghai Composite Index, the Shenzhen Index, and the ChiNext Index are still fluctuating around the flat, and the amplitude and volume are obviously getting smaller and smaller, and the overall bias is in a state of shrinkage adjustment.

At noon, there was no macro positive or negative appearance.

However, Fenda Technology, which had previously reported rumors of the resignation of executives, issued an announcement confirming the resignation of executives, and at the same time issued an announcement that shareholders, that is, departing executives, intend to liquidate and reduce their shares.

After this official announcement......

At 1 o'clock in the afternoon, just after the opening of the market, the share price of Fenda Technology fell in a straight line again, from more than two points on the water to nearly 5 points underwater, with an intraday amplitude of more than 10%.

Seeing that Fenda Technology continues to panic and fall.

According to the logic that Su Yu said, Li Meng continued to buy, and kept eating and panicking in the market.

At around 1:20, after hitting the lowest decline of 7.2%, Fenda Technology began to slowly shrink and gradually rebounded.

In the end, at the close of trading at 3 o'clock, the share price of Fenda Technology recovered to near the decline of 1 point, and closed a long cross K-line with a slight volume, and Li Meng was also in the end of Fenda Technology to recover the decline, out of the bottom of some chips, T out of some intraday profits.

And in addition to individual stocks......

The three major indexes continued to shrink throughout the day, and all closed a short shrinking doji.

"Today's market is dull, the volume has shrunk too much, in addition to the two concepts of 'Internet finance' and 'mobile games', other concept plates, are lifeless, this is the end of the rebound?"

After closing, in Su Yu's main capital group, some people were a little confused about today's market trend and couldn't help asking.

"The shrinkage adjustment after the big rise is a benign trend!"

"The position of 2000 points in the market is bound to be consolidated and confirmed repeatedly, and I think today's adjustment seems to be the market outlook."

"Yes, if the market continues to force up today, the profit plate in the field will inevitably cause huge pressure on the follow-up market, and although the current market has stood firm at 2000 points, the overall investment sentiment has not been repaired on a large scale, once the profit plate in the field is piled up too much, the index will inevitably be more difficult."

"Here, it's better to rise slowly and fix it slowly."

"Agreed, in fact, at this time, you can light the market and focus on individual stocks."

"Today's Shanghai Ganglian three boards, and it is also a word shrinkage, the consistency is expected to be quite strong, it is estimated that under the influence of the Su brothers, tomorrow if the market warms up slightly, the four boards can be expected!"

"Hey, I was going to follow the trend to buy Shanghai Ganglian today, but the result was ...... It's not a chance at all. ”

"Now the Su brothers' seat premium and influence are already very large, as long as the stocks he participates in, the market sentiment is not bad, and there is no problem with the logic, it will inevitably cause the acceleration of emotions.

"The leader can't participate, and I chased Tianyu information, but it's not bad."

"Well, depending on the situation, Tianyu Information is obviously running to a new high, and this stock is next to the thigh of Huaguo Mobile, and it is in the context of the transformation of the national bank card from IC card to chip card, whether it is the concept or the potential for future performance explosion, it is quite good, even if it can't keep up with the pace of Shanghai Ganglian in the short term, in the long run...... The space is probably not smaller than that of the Shanghai Ganglian stock. ”

"That's for sure, otherwise how can you say that Brother Su's stock selection vision is poisonous."

"Don't talk about it...... Judging from the operation trajectory and stock selection logic of the Su brothers in the past two months, whether it is Tianyu Information, Huaqingbao, Fenda Technology, or Wangsu Technology, Shanghai Ganglian, and LeTV, they are all stocks that are expected to have a broad space and can be speculated for a long time! ”

"It is said that the short-term depends on the capital, the amount of energy, and the situation of the disk, or the sudden positive stimulus to promote."

"Now look at ...... It is still necessary to take a long-term view and find some stocks with broad long-term space in order to reduce the failure rate of the shot and continue to expand the profitability of the operation! ”

"This is natural, look at the long and short, follow the trend, it is the king."

"Anyway...... In the field of Internet finance, in addition to the strong logic of Tianyu Information and Shanghai Ganglian, are there any other directions? ”

"Looking at ...... with the divergence of 'mobile Internet' thinking"

"If banks and brokerages come up with their own mobile trading software and trading systems in the future, this is a blue ocean incremental market!"

"Huh...... That's one direction. ”

"Wonderful, with the popularization of a large number of smart terminal devices, with the advent of the 'mobile Internet', mobile banking, securities of various financial services and financial transactions, from the PC to the mobile phone, should be inevitable, this is indeed a broad incremental market, and ...... You can hype it up for a long time! ”

"What about the subject? Which of the A-shares can do these businesses? ”

"There are a lot of trading system solution providers that currently cooperate with banks and brokerages and have business dealings, such as Hengsheng Electronics, Yinjie Shares, Sunline Technology, Huake Jincai, Jinzheng Shares...... These,...... Looking at it this way, the 'Internet finance' sector has great potential! ”

"Plus a straight flush, oriental wealth, great wisdom...... These trading software platform providers. ”

"I feel like this should be one of the absolute core threads of the future market."

"At first glance, the prospect is indeed very good, but if you want this field to explode in a full-scale way, you still have to have a lot of external stimuli, and at this stage, I still don't see this opportunity."

"When I see it, the stock price should have gone up to the sky."

"I think I can do a wave of ......"

"Straight flush and Oriental Fortune are already the stocks of the Su brothers, and Great Wisdom and Hengsheng Electronics have always been stronger than the market, and there must be latent main funds in the market, so ...... It seems that there are already a lot of funds that are optimistic about this sector. ”

"It doesn't hinder that, there are dozens of stocks in the entire sector, and you can always find stocks with slightly clean chips on the floor."

"The more I talk, the more excited I become, I will do this plate tomorrow, I have to learn from Brother Su, take a long-term view, and see the right direction, then I have to be ruthless."

Everyone is discussing the main direction of the concept of the future......

The dragon and tiger lists of the two cities were announced.

I saw that Su Yu's two major seats are still silent today, and the institutions that shined yesterday are still singing the leading role on the list today.

In particular, it fluctuated violently throughout the day, and also encountered a storm of reducing its holdings.

In the dragon and tiger list seats of this check, on the buy list, institutions accounted for a total of three seats, with a total of more than 19 million purchases, accounting for about 18% of the day's transactions.

Seeing that the absolute core and main institutional funds of the market are actually scrambling to raise such a concept stock to reduce their holdings.

The vast majority of investors in the entire market showed an incomprehensible look.

"What the hell? Institutional Profit Rush? ”

"I don't understand, it's the first time I've seen a bearish reduction of stocks, and this situation has occurred."

"Fake agency, right? The executives in charge of the core business have cleared their positions and reduced their holdings and run away, and institutions are still rushing to buy? I don't see where the cow is? If you want to talk about the future of wearables, maybe it's good...... But those are all markets dominated by giants like Apple and Google, what competitiveness can domestic companies have? It seems that this company is a master who only likes to tell stories, and I haven't seen this company in the past two years, so what outstanding performance is there! ”

"Institutions, it's not your own money that's ruined anyway, there's no pressure, so naturally you can buy it blindly."

"Then Fortune Road and Fusheng Road also seem to have huge positions in this stock, right? Looking at the Dragon and Tiger list, this main force has not come out today, how can this be explained? ”

"Anyway, no matter how it blows, in a weak market, I will never buy or reduce my holdings."

"After all, I can't tell when people will smash it, and the disadvantage of major shareholders reducing their holdings has been hanging over their heads, and the willingness of funds to pull the market will also weaken a lot."

"I think that if the company does have great value and broad potential for future development, the reduction of major shareholders is not much of a disadvantage. The results are not all the way to new highs. ”

"Can that be the same? Fenda Technology is also worthy of being compared with Penguin Technology? ”

"What's not worthy? Buying stocks is also a three-six-nine and so on? ”

"Whatever? Anyway, I can just follow Fortune Road and Fusheng Road to buy it, as long as Fortune Road and Fusheng Road are still in Fenda Technology, then I will hold this check to death. ”

"Yes, it's always right to follow the road of wealth and the road of reascension."

"After all, the vision of the big guy is not comparable to our small scatter, and ...... Hasn't Fenda Technology obtained Apple's MFi6.0 certification? I believe it will produce results. ”

In the whole market, there are many topics about the distribution of technology, about the many popular core concept stocks on the Dragon and Tiger list, and the continuous large-scale grabbing of GEM constituents by the main funds of institutions that continue to shine......

At this moment, Su Yu's eyes are fixed on Changqu Technology, which has issued an announcement and will resume trading tomorrow.

In his heart, he expected it.

He knows that if the resumption of Changqu Technology exceeds market expectations, then the 'mobile game' concept sector should have a wave of rapid overall strength.

Other words......

The height of the market outlook, as well as the trend of the two major concepts that support the market of the gem, 'mobile Internet finance' and 'mobile games', in the case of Changqu Technology's 'successful acquisition of the pioneer of the dynamic network' and its excellent development team to fully cut into the field of mobile games, completely fell into the trend behind the two stocks of Shanghai Ganglian and Changqu Technology.

From this moment on, the concept of 'mobile game' continues to rush to the task.

It fell on Changqu Technology.

After all, as the A-share "mobile game" concept, and Huaqing Baowei II's two core pure concept stocks, in Huaqingbao's internal capital divergence, and there is no short-term blockbuster positive stimulus again, in the "mobile game" concept has become the core concept driven by market conditions, there is no other choice for funds.

And under this pattern......

The next day, Friday, June 28, arrived.

There is no accident, Changqu Technology in the Shanghai Index, Shenzhen Index, ChiNext Index three major indices slightly lower in the case, directly sealed the word board, sealed more than 400,000 hands, the entire 10 minutes of the call auction time, only 42 hands of chips were traded, can be described as consistent expectations, strong to the extreme.

Knowing that he couldn't buy Changqu Technology, Su Yu naturally didn't bother to place an order.

So I simply took a look at the disk of Changqu Technology, added it to the self-selected attention list, and then my eyes fell on the two stocks held by Shanghai Ganglian and Tianyu Information.

Saw......

After yesterday's consensus expectation of the word board, there is a certain divergence today.

The call auction was only about 4% higher.

Then, when 9:30 arrived, the two cities entered the official auction trading time, and the continuous accumulation of profit orders in the lack of change of hands yesterday directly poured out on a large scale today, causing its stock price to fall rapidly into the water, from a 4% increase, directly fell to a decline of around 2%.

It's just that when the share price of Shanghai Ganglian entered the water.

No matter how turbulent its selling order is, the market has stabilized in an instant, the trading volume has increased sharply, and the buying orders that follow the trend have gradually changed from being suppressed to being suppressed over time.

And at the same time.

The trend of Tianyu information is almost exactly the same as that of Shanghai Ganglian, but its amplitude is much smaller.

At 9:37, when the violent turnover of the Shanghai Ganglian has reached more than 10%, and the situation of buying and selling orders has been converted......

Su Yu is planning to use a 1,000-lot buy order to ignite and reverse the trend of the Shanghai Ganglian.

Pull it back from under the water.

At this time, Hengsheng Electronics, which is in the same plate as Shanghai Iron and Steel Corporation, suddenly changed and rose rapidly, which has the meaning of being the leader of the Shanghai Iron and Steel Union plate, and at the same time, in addition to Hengsheng Electronics, Sunline Technology, Huake Jincai, Jinzheng Shares, and Yinjie Shares ...... Many stocks also have funds to make a market and pull up synergistically.

"It seems that the huge prospect and main line hype logic of 'the transfer of the trading system in the banking and securities fields from PC to mobile phone' discussed in the group yesterday have been recognized by many people." Su Yu stared at the changes in the surface and said secretly, "The logic is right, and the perception of future prospects is also wrong, but it's a pity...... At this time, it is too early to launch the market. ”

In his understanding.

One step ahead of the market, that is genius and master; And two steps ahead of the market, that is the martyr.

The same is true for the current demand prospect of "large-scale upgrading of banking and securities financial trading systems", and at this time, the penetration rate of "smart terminals" has not yet reached a critical point.

Generally, the internal trading system of these institutions, as long as it is still usable, has not been forced to change by the market.

Then, their motivation to replace will be obviously insufficient.

And when will the market force them to update their trading system? That is, the penetration rate of 'smart terminals' has reached a critical point, that is, in the market, the majority of users have fundamentally switched to smart phones, and there is a huge demand for handheld banking and mobile phone transactions, and the market has complained very much.

That's when the real hype happens.

Now......

Smart people have perceived this potentially huge investment opportunity, but the majority of retail investors in the market, as well as many institutions that have the advantage of information channels and need to see the explosive momentum of performance within a year and a half, do not understand, and it is naturally difficult to follow suit.

In other words, this time.

These 'Internet finance' stocks with securities and banking financial trading system solutions as their core business have not yet reached the time when they should play the leading role, and their logical and short-term expected prospects are far inferior to Tianyu Information, Blue Sky Information, Hailian Jinhui, Zhengtong Electronics, Hengbao Technology, these 'mobile payment' concept stocks, as well as Shanghai Ganglian, Great Wisdom, Flush, Oriental Fortune, these 'financial information, trading auxiliary services' stocks.

With Su Yu's logical derivation......

After the first wave of rise, these abnormal Internet finance concept stocks led by Hengsheng Electronics saw that there were few follow-up funds, and their trends could not help but begin to slide in an instant, and they rose and fell.

And at this time......

Su Yu saw that the funds and emotions in the plate had reached the time of transformation.

Only then did the 1,000 buy orders that had already been put up and not had time to be played out be poured directly into the form of buying at the market price on the disk of the Shanghai Ganglian.

A list of 1,000 hands, a capital of about 2 million.

It is placed in the entire Shanghai Steel Federation trading actively, with a circulation of more than 1 billion, but it is like a spark.

But at this moment......

At this point where the profit-taking order is almost out, the change of hands has been sufficient, and the funds and emotions of the entire market have reached the moment of conversion.

This spark is enough to start a prairie fire.

I saw that Su Yu's 1,000 hand list had just poured into the market, and briefly emptied about 7 stalls in front of him, pulling the stock price up by 0.27%.

-1.2%、-1%、-0.2%……

Immediately after that, 1%, 2%, 3%, ......

The Shanghai Ganglian jumped up from under the water, and the rate of growth is getting faster and faster, and more and more funds are entering the trend.

At the same time, Tianyu Information quickly followed the trend, and after Tianyu Information, Blue Sky Information, Hailian Jinhui, Zhengtong Electronics, and Hengbao Technology ...... and other sectors of the same concept stocks, as well as different sectors, different concepts of many popular core concept stocks also rose rapidly, following the Shanghai Ganglian change stocks, more and more.

"The dragon head is still the head of the dragon, cow!"

"Shanghai Ganglian is really strong and perverted, look at the effect of this, the mood of the entire market and the hype of the main funds of all parties, all on this stock, really special bull."

When the Shanghai Iron and Steel Federation rose rapidly, wave after wave of offensives, and once again walked out of the long-legged effect and went straight to the impact of the price limit, many people sighed helplessly in the main capital group where Su Yu was located.

"After all, it is the first stock in the market to change hands out of the nine-consecutive board, and it is not so easy to die completely."

"If the limit rises today, there is less than a board of height, you can create a new high, look at this situation...... A new high, it should be a certainty, right? ”

"Yes, it's like a siphon effect of market hype, and it's bound to happen."

"Hey, just followed the trend and failed to ignite Hengsheng Electron, if it seems to be ...... I still have to follow Brother Su to do it, and on the Shanghai Ganglian, I have recovered some losses. ”

"That's right! Didn't you say yesterday that there will be huge investment opportunities in the field of 'financial trading systems'? Why is there no one to follow today? ”

"I followed, but the market didn't buy it, what can I do?"

"I don't understand, it's obviously a main concept with huge market potential and huge prospects in the future, why doesn't anyone follow it?"

"One step ahead, two steps ahead." At this time, Sun Yu, who dived in the group, finally pointed out everyone's misunderstanding, "I studied your concept all night last night, and I think it does have great prospects, but it is really far from the outbreak of the industry and the outbreak of performance." ”

"Actually......"

Sun Yu paused and continued: "In the market, whether it is retail investors or institutions, or investors like us, they are basically short-sighted, they can't see that far, and they won't pay for too far uncertainty, so speculating on this line at this time is bound to fail." ”

"Brother Sun is right, I don't know what Brother Sun thinks of the check of the Shanghai Ganglian?"

"Didn't you just discuss it? Let's look at the new highs first, and as for the further ...... It can only depend on how far the combined force of the market can go, or when the Su brothers will smash the market. ”

"Ah...... The limit is up! ”

"Shanghai Ganglian 4 boards, and it is the highest space board since the market bottomed out!"

"No way, the driving effect of the faucet is too strong, the active funds and the number of retail investors in the entire market are staring at this check, as long as the popularity is not dispersed, I think it is not impossible to set a record in the early stage."

At the time of the heated discussion among the people in the group......

Following the Shanghai Ganglian, Tianyu Information also quickly touched the price limit.

Although it finally failed to increase the limit yesterday and had a broken board, but in the past four trading days since the market bottomed out, the overall increase has not lagged much behind the Shanghai Steel Federation, and it can be regarded as a qualified follower.

And after Tianyu Information and Shanghai Ganglian all rose again.

Su Yu no longer continued to pay attention to these two stocks, and his eyes also fell on Fenda Technology, which was bearish yesterday and finally closed down, and ST Ancai stocks that he used his sister's account to build a position.

I saw the check of Fenda Technology, after the institution continued to enter substantially.

Today, it actually opened high and went high against the bearish, completely recovering the decline of yesterday's high dive, and creating a new high for the rebound, which hit countless investors who are bearish on this stock.

As for ST Ancai......

Without his copying, its stock price fell back to about 3.73, a decline of nearly 3 points, and the trading volume was as scarce and sluggish as ever.

Su Yu observed for a while, and on ST Ancai, he didn't see the main capital movement of the demon yesterday.

And in his account, there is not much available funds.

Therefore, it is no longer competing with the other party to grab chips, but with the temperament of water milling, the already small funds, and then divided into more than a dozen hands, dozens of small orders, little by little on the ST Ancai plate to eat, by the way continue to observe the other party's motivation entrenched in the ST Ancai stock.