"I'll just take you as a compliment!" Yang Hao smiled, "By the way, your sister...... How is Yuling now, I went to the hospital the day before yesterday and found out that she had been discharged. ”

"Except for the need for slow recovery and recuperation, there is nothing else to do." Su Yu replied, "Why did you suddenly care about her?" ”

In Su Yu's impression......

The two met several times, but on the surface they were not very harmonious.

Yang Hao said: "After all, the root cause of this matter is ...... In the final analysis, it is still related to me, and even when it affects her, I still feel a little unhappy. ”

"Yuling's side, you don't have to worry." Su Yu said, "I'll take care of it." ”

"Okay!" Yang Hao nodded, paused for a moment, and continued, "I will give those strategies you suggested, thank you today." ”

After that, the two discussed some other topics, and did not disperse until about nine o'clock in the evening.

Then, Su Yu returned home......

He thought that Li Meng had already slept, but he saw that the other party was still holding the laptop and studying the market.

"Our company is not a sweatshop, so you don't have to work so hard, right?" Su Yu saw her attentive appearance and smiled, "I don't advocate overtime culture." ”

Li Meng glanced up at him and said, "It's better to take a look at the market information and sort out your thoughts." ”

"Isn't a new drama coming out recently, isn't it very good?" Su Yu asked.

"I don't think so." Li Meng replied, paused, and continued, "Fenda Technology has announced the reduction of major shareholders, and it is estimated that tomorrow's trend is not very optimistic." ”

"Oh, how much?" Su Yu asked.

"It is planned to reduce its holdings by 2 million to 5 million shares." Li Meng replied, "With the current share price of Fenda Technology, it is more than 100 million." ”

Su Yu made a rough calculation and said: "At most, it is less than 4% of the shares, and the impact is not big." ”

"The key is the impact on the confidence of the stock holdings in the market!" Li Meng said, "The major shareholders are reducing their holdings here, which means that they are admitting that the stock price is obviously overvalued at this stage." ”

"And, I guess...... This will also affect other high-priced stocks of the same kind. ”

"As long as the expectations are still there, the performance growth rate is still on the rise, then there is no big problem." Su Yu continued, "I remember that after Apple's wearable devices were listed, the sales data of major terminals and online shopping malls were quite hot, far exceeding the market's previous expectations, which proves that the future performance expectations of Fenda Technology are still increasing, and major shareholders have reduced their holdings for many reasons, but it does not affect the change of the company's fundamentals." ”

"Hopefully!" Li Meng bowed slightly, but between his eyebrows, there was still a trace of worry lingering.

"There is only one fundamental reason for the rise in stock prices, and that is expectations." Su Yu saw that there was still a faint worry on her face, and continued, "The reduction of major shareholders is an aspect that affects expectations and confidence, but it is not a decisive factor. ”

"Even ...... On the contrary, it is still a good thing. ”

"A good thing?" When Li Meng heard Su Yu's words, he was a little confused.

"Yes!" Su Yu nodded, "The long-term expectations remain unchanged, and the short-term emotional fluctuations will naturally be a better point to increase positions." ”

"In the short term, there is a short-term position logic."

"Long-term, there is a long-term holding logic."

"Fenda Technology is not the Shanghai Ganglian, the check is currently piled up, the short-term emotional impact, it is very short-lived, even if tomorrow the opening is not optimistic about some panic chips, smashed out of the fall limit, the follow-up in the long-term logic support, will quickly regain lost ground."

"So, what's there to worry about?"

"In the long-term investment strategy, as long as the underlying expectation logic remains unchanged, you don't have to worry too much about any other fluctuations."

"When you open a position, you have to look at the long and short, but when you hold a position, you have to look at the long and long, not afraid of fluctuations, you must be patient, and you can keep the prosperity."

"I know ......"

"You can roughly understand what I'm talking about."

"It's just that I became a fund manager and personally operated hundreds of millions of funds, and I often had a drawdown, that is, millions, tens of millions, or even tens of millions of profits, which made your heart slowly become a little anxious."

"Actually, you don't have to, just keep a normal state of mind."

"Whether it's your own money or the customer's money, it's a number, and the transaction is also a pure numbers game, and the psychological pressure won't be so great."

"Naturally, they will not care so much about the short-term fluctuations of the market, but be controlled by emotions and ignore the fundamental logic."

"Only when you feel that millions, tens of millions, and hundreds of millions are just a series of moving numbers, can you control money in trading."

"In a word, just treat the fund account as a simulated disk."

"Hmm!" Under Su Yu's persuasion, Li Meng nodded, then sighed softly and said, "It seems ...... I'm still in a bad state of mind. ”

Su Yu smiled and said: "You are already very strong, at least when you trade alone, the strategy can be fully executed." ”

He has ten years of reborn trading experience and ten years of historical memory in the market outlook to support his trading, support him to win all battles in the market, and can see through all the fundamental problems at a glance.

If you don't have these two advantages......

With less than two years of market experience, it is highly impossible for him to achieve the step of Li Meng.

Because, in real actual trading, for inexperienced traders, it does not mean that you understand the reason, you can overcome the greed, fear and weakness of emotions and human nature in the real-time market fluctuations, and perfectly execute the trading strategy.

Of course, this is also the reason why he joined the gang and was determined to cultivate the other party.

After all, in the future history he knows, it has been proved that Li Meng is determined and talented in trading, can become an excellent fund manager, and the amount of funds he can manage, in terms of the upper limit, is also in line with his future expectations.

"But it turned out that many of the trading strategies and ideas I came up with at the time were, in hindsight, wrong." In Su Yu's praise, Li Meng felt a little comforted in his heart, "If you don't correct it in time, I'm afraid the current net value of the fund will have to be discounted by more than five percent." ”

Su Yu said with a smile: "Even if the current net value of the fund is discounted, it is also the best performance, on the current domestic private equity list, there are thousands or tens of thousands of private equity funds that are still running, and the annual performance exceeds 50%, and there are less than 50, so ...... Don't be presumptuous. ”

"Probably...... You're too strong! Li Meng paused and said, "Su Yu, I haven't seen your judgment wrong, how did you do it?" ”

Faced with this question, Su Yu coughed dryly and said, "Maybe I'm lucky!" ”

"It can be luck in the short term, but it certainly won't be in the long term." "Maybe...... It's called talent, and I feel like you're born to trade in the market. ”

She thought about the experience of working with Su Yu during this time.

Since the establishment of the fund and the official entry into closed operation, every trading instruction issued by Su Yu and every investment strategy he said have been extremely accurate, amazing, and sincerely admired.

Of course, the ...... is even more shocking

If you strip out the part of the fund funds operated by Su Yu himself, you can find that after Su Yu's operation for more than a month, the original initial 80 million funds in the account have reached the current scale of 200 million, an increase of 1.5 times, far exceeding the overall net value growth rate of the fund.

"I'm not as good as you say."

Su Yu smiled and said, "Okay, go to bed early, tomorrow's business, I'll think about it tomorrow." ”

And when he had said that, he washed away.

And when he finished washing and returned to the living room, Li Meng had already entered his room, but the light in the other party's room was still on.

Su Yu knew......

After seeing that through your own efforts, you can change your life, and you can obviously change your life.

Li Meng is eager to use all his efforts and strength to make some achievements as soon as possible and change the current status quo of himself and his family.

In a sense...... Li Meng and him are the same kind of people.

Su Yu smiled secretly, didn't speak, entered the room alone, opened his mobile phone and read the messages on the chat software, then swiped the online stock forum for a while, and then fell asleep.

By the time he woke up, it was eight o'clock the next day.

When he finished breakfast, came to the company, had a morning meeting, and entered the trading room, everyone was ready for the market and was waiting for the arrival at 9:15.

Su Yu walked over to his computer and sat down.

He took the tea poured by the assistant, took a sip, and then his eyes fell on the two markets that had begun to collect auction transactions and the Shanghai Ganglian market.

Thanks to the good trend of the external market last night, as well as the fiery money-making effect of the GEM index hitting new highs one after another.

Most stocks in the two cities have opened slightly higher.

Among them, the share price of Shanghai Ganglian changed from yesterday's closing price of 48.21 yuan to 51.58 yuan at 9:15 a.m., up 7.02%, and the initial call auction order was 375 hands.

"Fenda Technology...... It's stopped! ”

At the same time, Li Meng's voice came from Su Yu's side: "At the beginning of the collective bidding, there were more than 50,000 sell orders, which were directly pressed on the fall limit, which should not be like a false order...... Regardless of future expectations, when the stock price is at a high trend, once the bearish occurs, the panic in the market will be instantly amplified. ”

With the voice of Li Meng......

Su Yu glanced at the call auction disk of Fenda Technology, and saw that at this moment, the limit of the order was already greater than 60,000 hands.

"It's okay, just follow the strategy I told you and execute it." Su Yu said, "As long as the underlying logic remains unchanged, short-term adjustments will not change the long-term upward trend." ”

"Hmm!" Li Meng answered, and stopped talking.

Su Yu pulled his eyes back to the trading disk of the Shanghai Ganglian, only to see that in this minute, the stock price of the Shanghai Ganglian has fallen from 7% to 5%, and the set bidding order has increased from the initial hundreds of hands to more than 2,000 hands.

"It seems...... Affected by the reduction of major shareholders of Fenda Technology, the core concept stocks at the high level of the GEM today will be under huge selling pressure. Su Yu thought to himself, "In this way, without the pull of the core concept stocks, the market and the core hot sectors should not look good today." ”

Thinking about this, Su Yu knew that it should be difficult for the Shanghai Iron and Steel Federation to connect today.

And he believes that if the entire market wants to continue to go up, it is necessary to eliminate everyone's worries about the high reduction of major shareholders' holdings and smashing the market, that is...... Scoring up to the technology against the bearish, out of the performance beyond expectations, can bring about another reversal of market sentiment and reduce the fear of high capital selling pressure.

Before that, the market will mostly be adjusted.

"Today, it's not suitable for attacking!" Su Yu sighed with emotion and said secretly, "But fortunately, when the major shareholder of Shanghai Ganglian announced the semi-annual report, he had already stated that he had no short-term plan to reduce his holdings, which dispelled the hidden worries in this regard, otherwise, ...... Today, the stock price of Shanghai Ganglian may be difficult to stabilize. ”

In the 'Shanghai Free Trade Zone' the main line has not yet appeared, and the Shanghai Ganglian stock price has fully reflected the future expectations.

The current stock price trend of Shanghai Ganglian, fundamentally speaking, is completely supported by an extreme relay to make money, once this sentiment decays, the stock price is difficult to maintain.

This is also the reason why Su Yu dominates this stock and needs to constantly rely on the overall investment sentiment of the market.

Because at this time, if you don't link with the emotions of the market, don't step on the pulse of the entire market sentiment, and forcibly pull up, in the case of lack of confidence and emotion, it is easy to be smashed by the funds collectively, and once the pull plate can't be pulled, the ultimate money-making effect is gone, then the next ...... It is a vicious circle, with a further surge in selling, a further decrease in buying, a reversal of the trend, and a flash crash in stock prices.

With Su Yu's contemplation......

At 9:18, the share price of Shanghai Ganglian fell again, and it has fallen below 5 points to reach around 50.10 yuan, an increase of 3.98%.

Of course, in the past two months, the constituent stocks of the entire GEM have been speculated by funds one after another.

The call auction trend of Shanghai Ganglian is still the strongest.

Others such as Netspeed Technology, Huaqingbao, Changqu Technology, LeTV, Oriental Fortune, Tianyu Information...... Equal high-level hot tickets, affected by the one-word drop limit of Fenda Technology, its call bidding increase has completely fallen underwater, and even Hua Qingbao has fallen by more than 4%, showing huge selling pressure on the disk.

At 9:19, the share price of Shanghai Ganglian fell to 50 yuan, an increase of 3.86%, and the call auction order of the merger surge increased to more than 6,800 lots.

Then, for a full minute.

The share price of Shanghai Ganglian has been around the price change of 49.95 yuan to 50.05 yuan, occasionally selling to suppress buying, occasionally buying and suppressing selling, but during this period, although the stock price has not changed much, but the set auction order of the integration has indeed increased continuously, from more than 6,800 hands at the beginning of 9:19 to more than 8,100 hands at 9:20, basically nothing to cancel the order.

Eventually, the real call auction time arrived at 9:20 a.m.

The stock price of Shanghai Ganglian was initially fixed at 49.96 yuan, and the list on the disk, after the last ten seconds of order cancellation, returned to more than 6,800 hands from the highest 8,100 hands, but the volume of this call auction was far more than yesterday and the day before yesterday.

"The price of 50 yuan seems to be supported by a certain consensus and emotion."

Su Yu stared at the call auction trend of the Shanghai Iron and Steel Federation, and said secretly: "With this price as the shock center, it should be able to support the high-fear capital sell-off caused by Fenda Technology, and complete another transformation of the chip structure in the field." ”

"Just a follow-up ......"

"Before the main line of the 'Shanghai Free Trade Zone' comes out, if you want to go up, I am afraid you will need to cooperate with the reversal of the trend of Fenda Technology."

With his thoughts, the clock entered 9:21.

Netspeed Technology, Huaqingbao, Changqu Technology, LeTV, Oriental Fortune, Tianyu Information...... Waiting for a number of high-level popular stocks to continue to move lower, Fenda Technology still blocked the fall limit, and the fall limit has exceeded 100,000 hands, it seems that there is no capital to dare to pry the board, and it can't be pry at all.

In the whole market, the first five minutes were good for the two markets to call auction sentiment.

At this moment, it has been completely reversed.

Among the GEM constituent stocks, 70% of the stocks have turned green in the call auction, and the main board is slightly better, but more than half of the stocks have turned green in the call auction.

Thereinto......

At this time, the stock price of Shanghai Ganglian is still fluctuating between 49.95 yuan and 50.05 yuan, and the call auction on the disk is close to 10,000 hands.

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

The reversed call auction sentiment in the two markets was further depressed.

Finally, at 9:25, at the end of the call auction, the Shanghai Composite Index opened 0.42% lower, the ChiNext Index opened 0.91% lower, and 73% of the stocks in the two cities as a whole opened lower.

Among them, the plate aspect.

In the early stage, as the core main line of the market, the concept plates of 'Internet finance', 'mobile games', 'wearable devices', and 'Apple industry chain' were among the top decliners, and the overall decline at the opening exceeded 1%.

In terms of individual stocks.

Netspeed Technology, Huaqingbao, Changqu Technology, LeTV, Oriental Fortune, Tianyu Information...... The core concept of hot stocks at a high level, with a low opening range of more than 2%, and the overall call auction volume energy also showed an amplified trend, indicating the relative panic of funds in the market.

In addition to these stocks, as the core focus of the two cities, the Shanghai Iron and Steel Union.

At the end of the call auction, the stock price was finally fixed at 49.71 yuan, falling below the range of 49.95 yuan to 50.05 yuan before the shock, an increase of 3.12%, during the entire call auction, a total of more than 14,000 hands were traded, with a turnover of nearly 70 million, creating a new high in the turnover of Shanghai Ganglian in the call auction stage.

At the same time, this also proves that this stock is at the current price level and the sentiment node of the two markets.

Divisions are growing.

In the face of such an opening result, investors in the two cities, especially a large number of investor groups who followed the trend to chase the core popular stocks of the Growth Enterprise Market two days ago, can be said to be very surprised and unexpected.

"It's weird, yesterday's peripheral trend was very good, and the overall market sentiment before the market was also enthusiastic.

"Especially Hua Qingbao, there is no downside, and it is nearly 5 points lower, which is simply ......"

"Hey, I was happy yesterday, but I didn't expect it to be today...... This hasn't officially opened yet, just a suffocation, I really don't understand, Hong Kong stocks and the periphery are very good, what kind of trouble is this? ”

"Depressed, I suddenly changed my face!"

"Yesterday's profits, a call auction directly fell away, it seems to be ...... I have to stand guard again today, who said before that the GEM is far stronger than the main board? ”

"I just cut the main board yesterday, and the core ticket network speed technology of the GEM is chasing, won't it just top out like this?"

"It's really a slap in the face back and forth, convinced!"

"Hey, I cut meat yesterday and chased Fenda Technology, I didn't make a penny, and today I was smothered by a one-word drop limit, and I was angry!"

"The first five minutes of the call auction were fine, I don't know why after the time entered 9:20, the call auction of all stocks went down, I feel that the market sentiment is not so bad, right? It's really cut back and forth, and after cutting the main board, I immediately started to cut the GEM. ”

In the discussion of retail investors, at this moment, the main groups of major tourist capital.

Many active investors in the market are somewhat surprised in the face of such an opening situation.

"Hey, I have a good mood, I was brought down by the check of Fenda Technology!"

"It was not the check of Fenda Technology to collapse, but was brought down by the announcement of Fenda Technology last night, at this stage, everyone is afraid of high-level stocks, and suddenly such a major shareholder reduction announcement, can not escape, and can only see Fenda Technology fall limit, have to take profit and run away."

"To be honest, the face of the major shareholder of Fenda Technology is too ugly."

"Fenda Technology came up from the bottom, and it was three times greater, and it was stupid to have no major shareholders at this time."

"The market should have thought that Fenda Technology would not fall to the limit, at least it would give the funds a chance to run away, but I didn't expect it...... I think that because of the direct drop limit of Fenda Technology, the disk lost liquidity and fell more than expected, so it triggered the mood that funds ran away from the high-level stocks that were speculated. ”

"That's the case, once this kind of hidden worry arises, I am afraid it will be difficult to relay high-level stocks with the risk of reducing holdings."

"Anyway, it's time to avoid the high relay today."

"I don't know how the Shanghai Ganglian will go today? In addition to the market fear of heights brought about by the reduction of the major shareholders of Fenda Technology, this check ...... It is also a bellwether of market sentiment! If its trend goes bad, it is estimated that the market sentiment will be difficult to recover in the short term. ”

"I remember that the major shareholder of Shanghai Ganglian said that he would not reduce his holdings when the semi-annual report was announced, right?"

"That's the thing."

"Then there should be no panic, as long as the wealth road is not smashed, it should be able to hold on, right?"

"Look at the opening results of the Shanghai Ganglian and the volume of the call auction, not optimistic, this kind of high, the opening increase is less than 5%, that is weak, the accumulation of profit orders in the field, will be a large-scale take-profit exit ......"

In the bigwigs sharing their ideas and judgments......

The short five-minute suspension time ended, and at 9:30 a.m., the two cities officially entered the auction trading stage.

I saw that almost in an instant, there were 5,000 hands and more than 20 million market price main sell orders on the disk of the Shanghai Ganglian.

And with the fall of this huge order.

The stock price of Shanghai Ganglian did not stay for even a second, and directly crashed and fell underwater!

PS: 2-in-1!