"Mr. Su, something has changed......

Li Meng stared at the many 'Shanghai Free Trade Zone' concept stocks held by the fund, and said in surprise: "Continuous capital attacks, and it is a range of attacks, basically, all the related concept stocks we hold are relatively obvious traces of large capital attacks on the market at this moment, which should be the ...... The news you mentioned is starting to diverge in the market, right? ”

"I see it." Su Yu nodded and replied, "The entire Shanghai stock market, the comprehensive capital attack, it seems that there is indeed a big capital to start acting, but ......"

Su Yu stared at the abnormal disk, looked at it carefully, paused, and continued: "Judging from the current situation of the entire Shanghai market, the focus of the capital attack is actually on the financial stocks in the Shanghai market, and it does not grasp the actual focus, which shows that the funds of the attack have probably heard something, but the news is not exact. ”

"Hmm!" Li Meng nodded in response and continued, "Regardless of whether the news is accurate or not, there are really funds to come, it has already shown that the line of 'Shanghai Free Trade Zone' that you guessed is very likely to exist, which is good for us, and as long as the news continues to spread and ferment, this main line will become more and more obvious." ”

Since the fund opened a position in this line, there has been no movement in the ambush for so long, Li Meng is actually more skeptical about the investment logic of this line.

Now, the large-scale movement of funds in these stocks can be regarded as confirming the logic of this line.

She was naturally happy in her heart.

"Now that the news has begun to spread, the logic will not be falsified......"

Su Yu thought for a while and continued: "Then step up your purchase, and put it from Netspeed Technology, Fenda Technology, Huaqingbao, and LeTV...... On these stocks held in the early stage, all the positions reduced were added to Lujiazui, Shanghai Trade and Trade, Shanghai-Hong Kong Group, Pudong Jinqiao, and Jinjiang Investment...... These are the main concepts we draw up on individual stocks. ”

"Good!" Li Meng responded, "There is only the last part of the funds left, and I haven't bought it." ”

Since Su Yu first issued a take-profit adjustment order, in the past few trading days, the entire trading group has been completing this matter, and now the fund holdings in the 'non-Shanghai Free Trade Zone' concept stocks have been reduced in place, and the 'Shanghai Free Trade Zone' series of concept stocks have basically been completed, and if you do not calculate the fund account funds operated by Su Yu, the current surplus in their hands can be used to build a position, leaving only 11% of the current net asset value of the entire fund, that is, the overall position of the fund, It has reached about 89%, which is almost full.

As the entire trading group stepped up rebalancing......

In the passage of time, the market of the two cities has diverged again, but this time it is a state of strength and weakness in Shanghai.

I saw that the GEM continued to decline step by step under the drag of the continuous adjustment of the 'pan-mobile Internet' related concept plate and the 'smart terminal equipment' related concept plate, and at 10:12, the decline exceeded 1% again; The Shanghai Composite Index has remained above the red market due to the rebound in consumption and finance.

And the whole market hotspots have transitioned from the concepts of 'Internet finance', 'mobile games', 'wearable devices' and other concepts that were continuously hyped in the early stage to the concepts of 'restructuring backdoor', '4G development' and 'beverage manufacturing', among which the liquor sector and the 'ST shell stock' sector led the two cities.

As for the 'Shanghai Stock Exchange' territory-related stocks......

Due to the uncertainty of logic, and to get hazy news, after all, it is a very small number of funds, after a wave of synchronous changes, did not get the follow-up of the entire market active funds, and slowly fell back, whether it is the heat, or the number of investors who pay attention, are far less than being sought after by the market active funds, as the high and low switching market hype of the 'restructuring backdoor', '4G development', 'beverage manufacturing' and other concepts.

Of course, like this sector, the Shanghai Ganglian, which has led the market for more than two months, the core concept of the leading stocks, even if yesterday out of the sky floor trend, today's market attention and disk trading situation, is still very violent, can be regarded as an exception.

After the cheque was opened sharply lower, it turned red for a while.

It's just that due to the sentiment of the GEM, it is still too poor, and after the major concepts of 'restructuring backdoor', '4G development' and 'beverage manufacturing' were ignited by the funds, they perfectly undertook the withdrawal of funds from the core concepts of 'Internet finance', 'mobile games' and 'wearable devices', which led to the active funds of the entire market and began to further ebb from these core concepts in the early stage.

As a result, the Shanghai Ganglian, which briefly turned red, lost the active capital undertaking in the market.

It was smashed into the water by the large-scale rush to get out of the market, or the stop-loss order that lost hope.

And when the leading force of the Shanghai Steel Federation is completely unable to maintain its strength, the hope of reversal and reversal is becoming more and more slim......

The funds entrenched in the high-level 'Internet finance', 'mobile games', 'wearable devices' and other 'pan-mobile Internet' concept sectors began to flee further, resulting in the ChiNext index and the major core popular stocks in these sectors also fell further.

Finally, in this case......

At 11:07, the GEM index fell rapidly to 1.8%, a two-day decline of more than 6%, and the previous refusal to adjust, constantly new highs of the Liulianyang trend, completely different, so that the majority of investors who chased into the core concept of the gem stocks, have despaired.

At 11:21, the ChiNext index fell to 2%, and the Shanghai index was also dragged into the water at this time.

Finally, at 11:30 a.m., at the end of the day.

The ChiNext index fell by 2.13%, and the Shanghai index fell by 0.78%, and the differentiation between the two markets is still quite obvious.

Among them, in the situation that the two cities are basically generally falling, the entire "pan-mobile Internet" concept related sectors in the gem, which is the core of the early speculation, are still leading the decline today, while the "ST plate" and "liquor" plates are leading the rise, and funds are in these two sectors, showing a large inflow.

And among the core hot stocks with high attention......

The share price of Shanghai Ganglian fell by 6%, with an amplitude of nearly 10% in half a day, and the turnover exceeded 530 million; Netspeed Technology maintained a violent sideways shock, and among all the core concept hot stocks that were speculated in the early stage, it was the strongest, and in the past two days, it has also adjusted the least; Hua Qingbao fell 7% in half a day, and the volume was increased simultaneously, the decline was the most drastic, and it looked like it was going to fall in the afternoon.

In general, there is active money in the market as a whole.

Today's choice direction is to flee from the high core hot concept stocks, and have entered the low, or have been adjusted for a long time, there are active concept plates that are expected to be in the future.

Of course, compared to the previous active funds in the entire market, the consistency and continuity in attacking the concept of 'pan-mobile Internet'.

Today, the scope and direction of various fund attacks are significantly more dispersed.

That is to say, after the adjustment of the macro hype line of 'pan-mobile Internet', which is expected to be strong in the future, the market has temporarily lost its direction, and the choice of future speculation direction of various funds is seriously divided, and there is no consistent expectation and attack direction.

And Su Yu understood......

When the market is in a stock game and the overall investment sentiment is not good.

The active funds in the market, which cannot support the comprehensive market, cannot use their strength in one place under the divergence of expectations, and it is impossible to cast, and truly bring out a main line of speculation that has a continuous money-making effect and can lead the market upward.

In other words, under this kind of market trend and performance, the market will not be better.

And just as he guessed......

After the emotional fermentation at noon, the market opened at 1 p.m.

The two major concept plates of 'restructuring backdoor' and 'beverage manufacturing', which have been hyped out by funds and led by the two cities, have gradually begun to increase, while the active financial force that has taken the initiative to undertake has been weakening with the passage of time.

At 1:20 p.m., the two major conceptual plates began to dive rapidly.

Subsequently, at 1:32 a.m.

Short-term investors who are active in the market see that these two major conceptual sectors are really unable to lead the two markets and create a sustainable money-making effect.

They began to choose other directions to attack.

However, no matter which concept these active funds choose, for a while, they will not be able to gather market sentiment and large-scale capital follow-up effect on a large scale.

So, when the time advanced to 2 o'clock, after entering the end of the game.

Like a headless fly, many short-term funds have begun to return to the core hot stocks and popular concept sectors of the Growth Enterprise Market.

Saw......

At 2:07, it fell nearly 8%, and the Shanghai Ganglian, which reached a minimum of 52.55 yuan, ushered in a wave of large-scale capital bottoming, and the stock price rose in a straight line.

At 2:09, Hua Qingbao, who sealed the fall limit, opened the fall limit.

At 2:12, Fenda Technology fell from about 5% to a straight line and turned red.

At 2:15, Netspeed Technology continued to rise under the attack of 5 consecutive 2,000 large orders, an increase of more than 4%, and hit a record high again with a strong force, and the stock price reached 68.76 yuan.

At 2:21, the Shanghai Ganglian turned red, and the active funds in various markets had no choice but to return to the original speculation road after the failure to switch between high and low.

At 2:26, the ChiNext index retreated to less than 1%, which was on par with the Shanghai Composite Index.

At 2:37, the hot concepts of 'backdoor reorganization', 'beverage manufacturing', and '4G development' in the morning fell across the board, and the funds in the sector changed from a large inflow to an outflow state.

At 2:42, at the beginning of the morning, there was a wave of changes in the local plate of the 'Shanghai market', and another wave of large funds entered the bottom, but the specific direction of its attack was still focused on the financial stocks in the local stocks of the Shanghai Stock Exchange, and did not focus on the logistics, ports, infrastructure, and business operations of the local stocks in the Shanghai Stock Exchange.

At 2:48, due to the continuous explosion of financial stocks in local stocks in Shanghai, the speculation of funds from all walks of life in the market began to tilt in the direction of the whole 'big finance', so whether it is the main board, or the gem direction of the entire 'financial field' stocks, in the end of the market, have ushered in a lot of funds to scramble.

Finally, at the close of trading at three o'clock.

Thanks to the market reversal in the last hour, the ChiNext index retreated a lot, and finally fell only 0.76%; The Shanghai Composite Index fell only 0.54%, and the two markets can be regarded as having come out of another intraday pattern of V-shaped reversal.

And in addition to the index......

In terms of individual stocks, the Shanghai Ganglian finally closed up 2.1%, with a turnover of 860 million, bottoming out, which can be regarded as saving the face of some leaders and the emotions that were completely destroyed yesterday, so that the majority of investors who are still paying attention to this stock have raised a glimmer of hope for a new high.

Fenda Technology finally closed up 3.7%, but it didn't completely reverse yesterday's losses.

Netspeed Technology rose more than 7%, and its stock price approached the 70 yuan mark, leading the rise of the core constituents of the entire GEM index, and at the same time, the attention also soared again.

Other popular concept stocks in the early stage, with declines ranging from 1% to 5%, all showed a bottoming out pattern.

As for the performance of individual stocks on the main board, many stocks that were hyped in the morning, including the core liquor concept stocks, fell back to the original point at the beginning of the morning open, trapping a lot of funds chased into today's high.

Overall, today's intraday amplitude is relatively small, and the money-making effect is relatively good.

It is precisely throughout the day that the stocks in the 'Shanghai local' sector that are ignored by the active funds of the entire market and do not think that they have a continuous money-making effect.

Of course, this sector is hot.

In the end, it is still hidden in the changing concept of 'big finance'.

Investors and all major funds in almost the entire market believe that the main line of the tail capital attack, and the direction in which the potential positive for the weekend may appear, is the direction of 'big finance', rather than the field of 'Shanghai local' plates.

After the closing, retail investors, floating capital, and institutions from all sides of the market have huge differences in their understanding of today's market trend......

Many people believe that the main line of market speculation in the next step is still on the GEM.

Only the new economic field of the GEM, that is, the concept of 'pan-mobile Internet', can gather popularity and continue to lead the market.

And there are many people who believe that compared with the main board, the valuation of the GEM at the moment has broken through to the height of a bubble, and the short-term increase is huge, and it is impossible to speculate anymore, indicating that the next main line of speculation direction must only be found from the undervalued main board, and ...... Only when the valuation and popularity of the main board rise, and the valuation scissors difference between the Shanghai Index and the Growth Enterprise Market decreases, will it be conducive to the continued strength of the market outlook.

The two points of view collided fiercely, and the differences were very obvious.

"Su Yu, what do you think?"

After the market, when the majority of investors in the market were discussing fiercely, on the chat software, Zhao Qiang knocked on Su Yu's chat box and asked: "Do you think the next hype direction will be biased towards the main board or the GEM?" ”

In this wave, he followed Su Yu's speculation and made nearly double his profit on the stock of Shanghai Ganglian.

Therefore, I especially admire and appreciate Su Yu in my heart.

"After the sentiment of the major popular concept plates in the early stage of the GEM has peaked, the current hot distribution of the entire market is quite scattered." Su Yu replied, "From the current disk analysis, the entire 'pan-mobile Internet' concept that has reached the peak of emotion, in the short term, in the case of no readjustment of the chip structure, it is definitely impossible to speculate upward, and the entire active capital volume of the current market is not supported, and it is impossible to undertake the entire disk pressure that continues to rise." ”

"As for the direction of speculation in the market outlook, is it biased towards the main board or the GEM, or ...... GEM"

"I don't think it matters."

"As long as the next hot spot can have sufficient underlying logic, can be unanimously recognized by active funds in the market, and can produce a continuous money-making effect, it will be the same whether it happens on the stocks with the GEM as the core or the stocks with the main board as the core."

"That's right!" Zhao Qiang responded, "Just look at the flow of funds and the underlying logic, it doesn't make sense to care about the valuation gap between the main board and the GEM." ”

"That's ...... you see"

Zhao Qiang paused, and then asked: "What do you think the next main line of market speculation will be, from the performance of today's disk, the direction of various capital attacks, the concept of restructuring backdoor, the concept of 4G development, and some of the main board's expected good performance white horse concept, it seems that it cannot gather the active capital centripetal force of the entire market, and cannot form a consistent hype main line!" ”

"What's the next main line, the current ...... I don't see it either. Su Yu said, "Only when the market opportunity comes, can it be perceived." ”

"Market opportunity?" Zhao Qiang was stunned.

"Hmm." Su Yu replied, "A speculative logic that can make active funds in the market agree with each other, the origin of this logic may be policy news, and it may be a good inflection point for a certain industry...... Anyway, with the development of the market, let's see, now in the entire market, the direction of capital attacks is very scattered, unable to form a joint force, the market is not easy to do, temporarily choose to avoid, is the best policy. ”

"Okay!" Zhao Qiang smiled, "Hearing you say that, I understand." ”

"Oh, yes......"

Zhao Qiang paused, and said: "Thanks to you, this one, I made a lot of money, are you really not free this weekend?" I really want to treat you to dinner. ”

"Later!" Su Yu replied, "I still have something to do on the weekend." ”

"That's fine." Zhao Qiang saw that Su Yu refused again, and did not continue to force it, and said, "Then if you have any trouble, remember to call me, as long as I can solve it, I will definitely settle it for you." ”

"Good!" Su Yu smiled, and accepted this friendship.

Subsequently, the two continued to chat, and then went offline.

Su Yu closed the chat box, turned around, glanced at the fund account he operated, Waigaoqiao, which had already held 170 million positions, and more than 90 million in cash, and asked Li Meng: "How is the position building of your trading group, has it all been completed as planned?" ”

Li Meng nodded and said: "It has been completed, and the last 120 million funds have all been put into the 6 concept stocks related to the 'Shanghai Free Trade Zone', and the position weight of each stock is completely in accordance with what we discussed before, and now it is ...... Our fund is already full. ”

"Good!" Su Yu bowed slightly, "Then next, everything is ready, only the east wind is owed." ”

"I just don't know when this east wind will come?" Li Meng replied with a smile.

Su Yu thought carefully about the time point in the implementation of the major economic development policy of the 'Shanghai Free Trade Zone', and said with a smile: "Soon, the market's leading insider information troops have begun to flow in, and all kinds of rumors are gradually increasing, which proves that the storm is not far away." ”

Spring River Plumbing Duck Prophet.

When the 'duck' of the market of insider information funds has begun to run, then the pace of 'spring' is really near.