Chapter 224: Bull Market Confidence
"Teacher, what's wrong with you?" Seeing Zhou Guohua's distraction, Xie Wanting was puzzled for a moment and asked.
"No, nothing ......"
Zhou Guohua responded, hiding some thoughts in his heart.
In the final analysis, Xie Wanting is the daughter of the Xie family, not his daughter, he can start a business so far, and it is all the support of the other party's father, he is a little worried, and it is really not his turn.
Naturally......
Regarding some words, it was not his turn to remind Xie Wanting.
The two walked out of the trading room with a smile and talk, and at this moment, in the entire online stock forum, the majority of retail investors also exploded for such a market trend in the morning.
", ST shares, which has always been called the 'three no stocks' garbage concept plate by the majority of institutions in the market, can actually usher in spring."
"What's it called? It is called that there are no junk stocks in the market, only investors who operate junk. ”
"Haha...... This is true, indeed, there are no stocks in the market that only go up and do not fall, and there are no stocks that only fall but do not rise, as long as there is no clear delisting, then there is no such thing as junk stocks. ”
"These institutions, I'm afraid they can't imagine that it is the junk stock sector of the market that has saved today's market, right?"
"To be honest, if I hadn't seen it with my own eyes and participated in it, I would have had a hard time believing it."
"I don't know which elder said, the stock speculation is not the texture and performance, but the expectation, today I saw the ST plate and the shell resources concept stocks in full swing, I really realized this, it is really ...... To go to the special value investment, pure deception. ”
"It can't be said that value investing is a lie, it can only be said that it is not suitable for A-shares, otherwise how would Berkshire succeed?"
"Berkshire's success should be due to the long bull of U.S. stocks, is that everyone knows that the U.S. stock investment ecology and the A-share investment ecology are completely two planes, the U.S. stock bull is long and bearish is short, and under the hegemony of the dollar, the macroeconomic resilience is very strong, so as to quasi-high-quality stocks, as long as you don't sell, long-term holdings, you will definitely be able to get high-quality returns, and what about A-shares? The bull is short and the bear is long, once the bear market arrives, the liquidity is exhausted, and the fundamentals are high-quality stocks, then they have to give way to liquidity, and the valuation will be directly down for you, and it will fall for several years, who can stand this? ”
"Don't talk about value investment, value speculation, let's talk about how to follow and buy in the afternoon?"
"What's the doubt? Just buy strong stocks related to the concept of restructuring backdoor, this concept has just begun to break out in full force today, and it is impossible to take a day trip, right? ”
"Anyway, the conceptual field of 'Shanghai Free Trade Zone' cannot be gone for the time being."
"The strong concept stocks in the direction of restructuring backdoor are almost up and down in the morning, and I am afraid that they will follow up at a high level in the afternoon...... The stakes are not small. ”
"I'm afraid of this, I'm afraid of that, I'm still chasing a fart in the short term, buy bank stocks, that's safe."
"Huh...... Safe? According to the rise and fall of all industry sectors in the two cities this year, the banking sector, its decline is in the forefront, it really looks safe, in fact, it is not less than other stocks, and the blunt knife cuts the flesh is extremely disgusting, and dies on the bank stocks, then I might as well chase the hot spot at a high level. ”
"Makes sense, what the hell is it...... Chase! ”
"Doesn't anyone pay attention to the concept of 'mobile games' and 'film and television media' in the direction of the GEM? Today, these two major concept plates are also going very well, and the core stocks Changqu Technology, LeTV, and Huayi Brothers have risen by more than 5%, and I feel that there should be an outbreak in the afternoon. ”
"It seems that today's market is a bit like a trace of the GEM shift."
"At the close of trading at noon, the rise of the ChiNext index was greater than that of the Shanghai Index and the Shenzhen Index, if I remember correctly, this should be the first time that the ChiNext Index has led the two markets in this month, right? Could it be that the GEM is referring to the return of the king? ”
"It's very possible, after all, in the eyes of those big institutions, the gem is all junk stocks, and there is no difference between ST shares and shell stocks, and now that ST shares and shell stocks have skyrocketed, it is natural for these so-called junk stocks on the GEM to follow the trend and get a little light."
"Haha...... It makes a lot of sense. ”
In the midst of the discussion, the lunchtime passed imperceptibly, and at 1 o'clock in the afternoon, the market resumed trading.
I saw that after the emotional fermentation at noon, as soon as the market opened, the Shanghai Index, the Shenzhen Index, and the ChiNext Index rose again, and the entire restructuring and backdoor concept related sectors and stocks were once again chased by various funds, and the increase continued to expand, and the number of stocks with a daily limit also further increased.
And at a time when restructuring, backdoor concept-related sectors and stocks have continued to riot and continue to rise sharply.
Many stocks such as LeTV, Huayi Brothers, and Changqu Technology, which were attacked by Su Yu's large sums of money, have also sharply attracted the attention of investors in the market.
And because of the 'Yuhang Investment', Anlan Fund has increased its position in this field by a large amount.
The entire concept of 'mobile games' and 'film and television media' has also been slowly brought out over time, ushering in the general rise of individual stocks in the sector.
Especially after 1:20......
In just a few minutes, Changqu Technology's stock price was pushed up to the price limit, which stimulated market sentiment.
So, at 1:26, following Changqu Technology, Hua Qingbao also rose rapidly, straight up and down.
At 1:37, Huayi Brothers and LeTV, two core weighted stocks on the GEM, also couldn't wait to go straight to the limit, pulling the GEM index to expand to 1.2%.
At 1:52, due to the outbreak of the 'mobile game' and 'film and television media' sectors, the path of capital attacks in the entire market began to spread to the entire 'mobile Internet'-related concept sector after spilling over and restructuring the fields of backdoor, mobile games, and film and television media.
At 1:58, in the case of the "mobile Internet" many concept plates were attacked by funds, the ChiNext index rose to 2%, and the Shanghai index opened a 1% increase gap, so that everyone in the market suddenly dreamed back to the trend of Shanghai before August.
At 2:05, the GEM index rose to 2%, and the overall investment sentiment in the market rebounded in an all-round way, and then continued to break out and spread.
Nearly 200 concept stocks on the main line of the 'Shanghai Free Trade Zone', which has been weak throughout the day.
Finally ushered in a wave of market value bottoming out.
I saw that the share price of Waigaoqiao rebounded rapidly again from near the fall limit, reaching a decline of about 5%; The fall limit of Shanghai-Hong Kong Group and Anxin Trust has also been opened, and the funds locked in the market are taking advantage of the short-term recovery of liquidity to quickly stop losses and cut meat.
Of course, as the main line of the 'Shanghai Free Trade Zone', the core of the Shanghai trade check.
Due to the pressure on the falling limit, the amount of funds waiting to cut the meat is too large, even if the overall market sentiment warms up, the index is reversing and rising sharply, and after it quickly released more than 30 million of energy, it is still closed to the falling limit, without any trace of opening.
At 2:17, the market spread to electronic information and Internet finance.
At 2:21, the funds followed the stock of 'Xinwei Group' and hyped the market to the 4G concept and the communication industry sector.
At 2:29, the Shanghai Ganglian, which was closed several times and opened several times, suddenly broke out a wave of straight line rise, and the stock price crossed the range of 10 points, directly realizing the intraday red, which indirectly led to the further outbreak of the concept of "Internet finance" related stocks, and also drove some "Shanghai Free Trade Zone" concept stocks.
At 2:33, the Shanghai Ganglian rose by more than 5%, and there seems to be a trend of going out of the ground and sky.
At 2:35, the share price of Shanghai Ganglian began to fall, and the follow-up of incremental funds in the entire market under the outbreak of emotion also appeared to be insufficient again.
As a result, the whole market, a number of outbreaks of the concept of branch began to fall.
At 2:47, the GEM index rose back to 1.89%, losing 2 points of gain, and Essence Trust also closed the limit again.
"It's still a problem of incremental funds in the market, which can't support a comprehensive surge in the market!"
Seeing that the market and the index of the two cities fell at the end of the market, inside Yuhang Investment, in the trading room, Li Meng sighed: "The market turnover of 120 billion is always a hurdle, as long as the market turnover reaches about 120 billion, the market will begin to fall, basically no other." ”
"This is the maximum turnover limit of the stock capital game." Su Yu said, "If the market wants to jump over the 120 billion total turnover mark, either the regulator will call on large institutions to continue to increase their positions and enter the market, or the market effect of continuing to make money will be used to urge OTC investors to further enter the market quickly." ”
"Only these two fundamental logic changes ......"
"In order to lead to a real bull market in the market, ushering in a complete virtuous circle."
"Only at that time will the so-called big blue chips, big finance, and big infrastructure on the main board have investment opportunities."
"Of course, the coming of this opportunity must also be accompanied by an easing of credit and some changes in the direction of the macroeconomy, otherwise...... Even if the regulator shouts through his throat, he will not be able to shout a bull market. ”
"Hmm!" Li Meng said, "The main thing is market confidence, the recovery is not enough, and the shadow of the bear market is too deep." ”
"It's going to change." Su Yu looked at the market that was about to close and continued, "The era of 'mobile Internet' has arrived, with the help of this breakthrough, the macro economy will rebound, and the market's expectations in this direction will be strengthened more and more, thus ushering in the moment of breaking the surface." ”
"Hopefully!" Li Meng responded, with a lot of longing in his heart.
After all, under the judgment of Su Yu's investment strategy, the stock field in which their fund is currently heavily positioned is the entire concept of 'pan-mobile Internet'.
If the time comes for Su Yu to 'break the face with a point'.
The most profitable ones will naturally be them.
While the two were talking, the time passed the last few minutes and was frozen at 3 o'clock in the afternoon, and the rapidly changing market of the two cities also came to an abrupt end at this moment.