"Do I need to rebalance?"

Li Meng saw that Su Yu was very optimistic about the follow-up trend of this stock, paused, and asked.

Su Yu thought for a while and replied: "Not for the time being, the basic logic of Huake Jincai, although there has been some improvement at present, but how well the market accepts it, we have to continue to observe, and ...... The funds on today's check are obviously speculative 'inside information' funds, and the interests and motives behind them are still unknown. ”

"In other words, at this time, the internal chip structure of this check is very unclean."

"If we are not clear about the interests and motives of the other party, and we do not know how many chips the other party is lurking, in the case of the opening of the one-word price limit, the high-level relay grabs the chips, it is very likely that we will become the opponent's receiver, and we will face a lot of loss risks."

"In my opinion......"

"If the check is improved by the basic logic, and the follow-up funds from all walks of life are actively involved, highly active, and have strong continuity, then there will be no shortage of opportunities to buy at all, and there is no need to rush for a while."

"Okay!" Li Meng nodded.

"However, the line of 'Internet finance' is still worth paying attention to." Su Yu continued with a smile, "If the country adheres to the general policy of 'financial innovation' and 'financial technology' in terms of policy support and industry orientation, then a large number of bull stocks will inevitably come out of this logical main line in the future." ”

In Su Yu's opinion......

At present, the market, the main funds, and the understanding of the main concept of major institutions are still in the hazy speculation stage, and they have not expected the follow-up macro policies to support the industry and the depth of the degree, so there is still some hesitation in the attack.

In addition, the mobile phone has changed from the era of feature phones to the era of smart phones.

At this point, it is not completely completed.

This has led to the era of 'mobile Internet', although it has been opened, and many people have foreseen it, but it has not come in full swing, but it has only started a sprout, so in the implementation of the two major reform policies of 'financial innovation' and 'financial technology', and the need for 'mobile Internet' to provide the basic soil, the main line of 'Internet finance' can only be a vague pure concept at present.

Only when smart phones fully replace feature phones, the era of 'mobile Internet' will fully arrive.

The main line of 'Internet finance', which is parasitic on the soil of the 'Internet', will evolve from pure conceptual hype to substantial scale expansion and performance improvement.

And only then......

The real hype tide will come.

Before that, in the pure concept hype stage, even though there is no shortage of money-making effects in related sectors, it is difficult to have a sustainable market, most of which is a wave of hype when it is good, and then when the good passes, the stock price is like a ebb tide, and gradually falls back to the original point in the exit of various funds.

Therefore, Su Yu said that at this stage, you can't stare at the good and attack.

We can't blindly chase high.

"Hmm." Li Meng nodded, "In the past two months, the most active part of the market's funds have been around the 'Internet finance' sector, I believe that the market of this sector has lasted for so long, and no investors should dare to despise it at present, right?" ”

Before her, in fact, she was skeptical about the market continuity of this sector.

It's just that...... In the end, the trend of the market proved that Su Yu's judgment was right, but her worries were unnecessary.

The two negotiated as they ......

The market attention of Huake Jincai began to soar, and the discussion posts on major financial and stock network forums were also quickly refreshed.

"I said why did Huake Jincai suddenly go so strong today, it turned out to be ......"

"What's special, sure enough, in the market, there is no shortage of prescient insider funds at any time, damn, the big single road is closed, and it is rising rapidly, it's just a solitary eat!"

"Indeed, it looks too ugly."

"Why didn't the SFC check it? In today's situation of Huake Jincai, there is no insider trading, and ghosts don't believe it. ”

"Huh...... Examine? In the market, there are not 100 cases of this situation, but there are dozens of cases, how to check? Moreover, the current market trading situation is already sluggish, and the regulatory policy should be loose rather than tight, so it can only be said that it ...... This is the characteristic of our A-shares! ”

"Indeed, news leaks are commonplace."

"Although today's main sealed funds, relying on the advantage of information channels, look ugly, but to be honest, with the information released by Huake Jincai tonight, tomorrow's check will have to be up and down, right?"

"Needless to say, there must be a word limit."

"It's a pity, I had the opportunity to participate today, but I didn't expect that in the blink of an eye, I couldn't buy it."

"I don't know how many boards there will be, and whether I can participate in the future."

"The high transfer is not the core hot spot of the market at present, looking at the stocks that announced the high transfer in the semi-annual report, there are at most two boards, and the main capital relay sentiment is not high, so ...... I guess this check has already had a price limit today, and it will be a premium of 1.5 boards at most. ”

"The premium of 1.5 boards shouldn't be enough, right? This check also has the logical expectation that the Shanghai Iron and Steel Federation will follow the wind and dragon two. ”

"If the follow-up really two one-word boards can be opened, then the cost performance and game space of participation, should not be low, my expectation is three one-word boards, more than three, then you can only choose to give up this check."

"The funds sealed by the Lord today are too greedy, and I think the follow-up relay of this check should not be good."

"I also think that after all, there is no capital, and I am willing to work together with this kind of capital that likes to eat alone, 2 boards...... It should be the top of the sky. ”

"Yes, I also think that the continuity of this check will not be good, and most of them will be set up as soon as the board is opened."

"Forget it, this ticket of funds eats alone, there is no pattern, and the follow-up is still not involved, the same is the concept of 'Internet finance', and when encountering this kind of main funds, it is better to buy the leading ticket of the Shanghai Ganglian."

In the discussion of many retail investors, at this moment, Su Yu's main tourist capital group is ......

Ladies and gentlemen, the attitude towards this check is not optimistic.

"Sure enough, the funds are lurking, using information channels to make profits before the release of the benefits."

"I knew that it must be good for me to pull so urgently and simply during the day, hey...... It's the old routine, and it hasn't been changed for so many years. ”

"Since it is a latent coil in action, then the follow-up market of this check has to be looked down."

"Indeed, I don't know how many chips this guy has lurking in it, and he rushed in, maybe he happened to be the receiver of the other party's shipment."

"The key is that this check does not have a dragon and tiger list today, and I don't know the nature of the funds of this main force in the field at all."

"Indeed, I originally thought that the check was highly transferred, superimposed on the core concept of 'Internet finance', and the basic logic was good, but now after careful review, I was surprised to realize that there were funds involved in advance...... I'm afraid it's not easy. ”

"It's usually a wave like this!"

"Usually, yes, but how to go and what the continuity is, it still depends on the combined force of the market, in fact...... Ignoring the nature of this latent fund, from the perspective of its stock high transfer positive, performance growth expectations, and 'embracing financial technology', deep cultivation of 'Internet finance' these fundamental information, it is still very good, if in the follow-up trend, the cheque of the field chip structure can be fully changed hands to adjust, the stock nature is fully activated, its continuous speculation logic, or is already in a high position of Tianyu information, Hengsheng Electronics, great wisdom, Yinjie shares, etc., a lot stronger, in other words...... This check is not entirely devoid of hype value. ”

"There is the basic logic and value of speculation, but I am afraid that before your multiple assumptions are realized, the market sentiment will not be too high."

"There is an obvious risk of being smashed for this kind of ticket."

"Moreover, this kind of good, usually the impact is relatively short-lived, I am not optimistic, if you really want to relay, it is better to relay the Shanghai Steel Federation."

"I think the potential of this check is not smaller than that of the Shanghai Ganglian, but before it starts, it needs to go through a very large wave of shock adjustment, and the chip structure in the field will be completely changed, otherwise a large number of latent disks and trapping disks in it, can not achieve continuous rise."

"Well, indeed, you have to activate the nature of this check."

"Let's wait and see if we can come out, if we can really come out, it's not too late to participate."

In the divergence of emotions, the next day, July 26, Friday, Huake Jincai still opened the daily limit at a high level, which was completely immeasurable, but it was the Shanghai Ganglian, and the differences reappeared.

But whether it is Huake Jincai or Shanghai Ganglian......

Su Yu just watched quietly, and the chips he held did not move at all.

In the end, after a violent shock, at 1:36 p.m., the Shanghai Ganglian once again closed the board limit, and the stock price was fixed at 38.37 yuan, realizing the triple board;

Then, close at 3 p.m.

The Shanghai Index, the Shenzhen Index, and the ChiNext Index closed out of the positive line again today, continuing the trend of rebound, while the core concept plates of the two cities were mixed, like the 'Internet Finance' sector, driven by the Shanghai Ganglian and Huake Jincai's daily limit, continued to close the yang, while the 'mobile phone industry chain' stocks, as well as the 'mobile game' sector, began to reveal a trend of high adjustment, falling against the trend.

In addition to the core concept plates......

The so-called "Shanghai Free Trade Zone" stocks in the "Yuhang No. 1" fund's heavy position are still seriously underperforming the market and have no performance.

The trend of the 'liquor sector', which is heavily held by Jingda Investment's main fund, has also returned to before July 15, entering a trend of gradual outflow of funds and continuous decline in trading volume.

All in all.

The form of the two markets has not changed, and it is still a stock game.

After closing, at half past 5 p.m., Shanghai Ganglian and Huake Jincai were on the list of dragons and tigers.

I saw that the dragon and tiger list of Huake Jincai was sparse and ordinary, except for buying one, which was a small Shenzhen market capital that had appeared on the dragon and tiger list, the other nine trading seats were all retail investors.

On the other hand, the dragon and tiger list of the Shanghai Iron and Steel Federation is much more luxurious.

On the buy list, Jiefang South Road once again increased its position by more than 15 million, and at the same time, Hongqiao Road in Shanghai also bought more than 12 million, and the other buy three, buy four, and buy five seats are basically the strength of the capital that often appears on the dragon and tiger list; On the sell list, the tour capital of the Yu and Hangzhou departments accounts for three seats, all of which are from Su Yu's group, and then they have participated in the speculation of the Shanghai Iron and Steel Federation before, and they occupy two seats.

As for Su Yu's Fortune Road seat, Sun Yu's Qingchun Road seat did not appear on the Dragon and Tiger list again.

Obviously, it's locked.

Seeing the data of the dragon and tiger list like the Shanghai Iron and Steel Federation, especially seeing that Jiefang South Road not only did not take profit after making at least 20% of the profit, but continued to increase the position at a high level, I couldn't help frowning slightly, and said secretly: "Could it be that Mr. Xu is really running for the main line of 'Shanghai Free Trade Zone'?" ”

"That's not right......"

Su Yu thought for a while, and said: "If Mr. Xu is really running for the main line of 'Shanghai Free Trade Zone', with the amount of funds he has mastered, such as Waigaoqiao, Lujiazui, Shanghai Trade, Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment...... It is impossible for these stocks to be free from movement at all. ”

"Is it really just a relay of emotions?"

"The increase in positions of 15 million, not too much, not much less......"

After thinking for a while, Su Yu opened Lin Antu's chat box and asked him about the results of intelligence collection related to 'Zexi Investment'.

"Mr. Su, according to what I heard, there is nothing abnormal within 'Zexi Investment'." Lin Antu said, "I tried my best to find out a small part of the specific position data, and I will send it to you immediately." ”

After speaking, Lin Antu sent an email to Su Yu.

Su Yu opened the email and looked at it, but did not see Waigaoqiao, Lujiazui, Shanghai Trading, Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment...... The shadow of these stocks, and even the other party's thinking, are mostly in the restructuring stocks, which have nothing to do with the direction he is worried about, and he can't help but secretly say: "So it seems...... Jiefang South Road's involvement in the check of the Shanghai Ganglian is indeed just a short-term speculation and emotional relay. ”

Waigaoqiao, Lujiazui, Shanghai Trading, Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment ...... On these tickets, there are no obvious traces of financial attacks, coupled with some of the data and intelligence given by Lin Antu, at this moment, Su Yu pondered for a while, and he can only think so.

After roughly determining the motives of the other party......

After a two-day break, on Monday, July 29, the stock market reopened for trading.

Su Yu decided to start adjusting his strategy.

Saw......

At 9:15, Shanghai Ganglian and Huake Jincai once again both bid for the daily limit, and the stock price was reported at 42.21 yuan and 34.80 yuan respectively, of which the Shanghai Ganglian daily limit was 2,000 hands and Huake Jincai 46,000 hands.

At 9:16, the Shanghai Ganglian price limit board opened, the 2,000 hand limit order disappeared, the stock price fell, to 40.29 yuan, an increase of 5.11%, and 372 hands of the set auction order were matched; Huake Jincai is still maintained at 46,000 lots, but at the price limit, the matching of the call auction order has increased from the initial 102 lots to 675 lots, and the selling volume can have a significant enlargement trend.

At 9:17, the share price of Shanghai Ganglian continued to fall to the 40 yuan mark, an increase of less than 5%; The increase of Huake Jincai's closed orders has attenuated to 42,000 hands, and the call auction orders that have been matched into transactions have also surged from more than 600 hands to more than 1,200 hands, continuing to increase in volume.

At 9:18, Su Yu saw that the collective bidding volume of the two stocks was still further expanding, and the stock price of the Shanghai Ganglian was still falling.

But even though he saw the plate clearly, he didn't act for a while, still holding the mouse and waiting patiently.

And with his conjecture......

At 9:19, the share price of Shanghai Ganglian fell back to around 39.70, up 3.37%; Huake Jincai rose by 10%, the closed orders attenuated to 37,000 lots, and the call auction orders that were matched into the transaction exceeded 2,000 lots.

At 9:20 a.m., the time entered the call auction stage that cannot be cancelled.

The share price of Shanghai Ganglian fell back to around 39.55 again, up 3.07%; Huake Jincai still blocked the price limit, but the sealed orders were further attenuated to 33,000 hands, and the sell orders were basically not cancelled, and within half a minute, they surged from around 2,000 hands to more than 3,200 hands.

9:21, 9:22, 9:23......

As the call auction time progresses, the divergence between the two stocks is getting bigger and bigger.

Finally, when the time entered the last ten seconds of 9:24, the share price of Shanghai Ganglian stabilized at 39.32 yuan, an increase of about 2.56%, and when the long and short forces temporarily reached equilibrium, he began to act, only to see that he directly used the remaining available funds in the fund account to buy according to the limit price of 42.21 yuan in Shanghai Ganglian, and straightened up its stock price.

More than 8 million funds were poured on the plate.

In just an instant, the stock price of Shanghai Ganglian was pulled back to above 40 yuan.

Immediately afterwards, at 9:25 a.m., the share price of Shanghai Ganglian was finally fixed at 40.29 yuan, a 5% increase; The disk of Huake Jincai, at the moment when the Shanghai Ganglian collective bidding trend finally reversed, the market sentiment also warmed up a little, and the daily limit sealed orders increased from a minimum of 24,000 to 26,000.

Subsequently, when Su Yu used more than 8 million funds, he successfully leveraged his emotions at the last moment.

When the many investors and the main funds of all parties who are paying attention to these two stocks.

I thought that after the Shanghai Ganglian successfully stood at the 40 yuan mark, it could continue to create a legend; I thought that Huake Jincai could at least survive today's one-word board.

At 9:30, the two markets began to beat at a moment when the market began to continue to beat after a short period of stagnation.

Under the five-minute emotional fermentation, a large number of follow-up funds gathered again to chase and compete for the chips of Shanghai Ganglian and Huake Jincai.

Su Yu did not hesitate......

The 8,000 hands of Huake Jincai chips in the personal account were all sold out at a price limit of 34.80 yuan, and a huge amount of chips in the fund account was directly smashed out of a full 10,000 hands at the market price.

When his sheer amount of chips was thrown out.

Huake Jincai's price limit board lasted less than 15 seconds before it was smashed open, and the stock price plummeted and dived wildly.

The Shanghai Ganglian, the instant influx of buying, in the encroachment of 10,000 large sell orders, was also instantly consumed, its stock price lightning retracted to below 40 yuan, and less than half a minute, it fell to the lowest point of the stock price in the call auction stage, the mood in the field from the opening moment of high enthusiasm, directly fell to the bottom.

A minute later......

At 9:31, the share price of Huake Jincai crashed to around 4% of the increase, and the Shanghai Ganglian, the stock price fell below the flat, straight underwater, and the profit disk gushed out endlessly, yesterday's daily limit relay, and today's opening relay of various funds, for a while...... All in the red.

And Su Yu ......

After using more than 8 million funds to leverage emotions, at the highest point of the stock price and sentiment of the two stocks, a total of almost 68 million chips were sold high with a backhand, and the benefits were also maximized.

As for the high selling, in the case of withdrawing a part of the funds.

The rest is to use extreme shocks to wash away all the undetermined chips in the field to the greatest extent before the real main market starts before the main market opens in the 'Shanghai Free Trade Zone'.