Chapter 226: Three people who were shocked at the same time!
Today's market can be regarded as a quite extreme market trend.
The main line of the 'Shanghai Free Trade Zone' has declined in an all-round way, and all the main funds gathered on it have all fled.
Correspondingly, the restructuring backdoor and over-falling rebound led almost all the small- and medium-cap stocks in the two cities to achieve a reversal, and repaired the market sentiment that was hit to the point of almost collapse.
But among them, the two lines that are very distinct suddenly give birth to new branches.
And this branch, judging from the results of his analysis at the moment, the traces of its main capital attack on the disk are more intense than the two directions of restructuring backdoor and over-falling rebound.
In particular, LeTV and Huayi Brothers are two stocks.
These two stocks, compared with all the constituent stocks of the GEM, can be regarded as having a relatively large market capitalization, and they are also a few medium and large-cap stocks that can carry hundreds of millions or even billions of main funds in and out.
Today, on the market of these two stocks......
After the closing, when Xu Shen analyzed his transaction orders, he found at least five or six consecutive super large orders of more than 5,000 hands, that is to say, unconsciously, the main funds flowing into these two checks today, coarse cloth estimates, are more than 80 million, or even more than 100 million level.
The main capital inflow of more than 100 million yuan, coupled with the change of almost the limit.
This has to be his attention.
What's more, in addition to LeTV and Huayi Brothers, the two core components of the gem, Hua Qingbao and Changqu Technology, the two daily limit tickets, have also shown traces of the main funds pulling the stock price and eating hard.
"Zhou Kan, in terms of market information, LeTV, Huayi Brothers, as well as Hua Qingbao and Changqu Technology, are there really no special good news or anything like that?" Xu Shen pondered for a while, and asked Zhou Kan next to him, "Today's ticket prices are a little strange, and there is no obvious logical support!" ”
"Except for market rumors that Mr. Jia of LeTV is going to enter the mobile phone industry and smart TV industry, there is no other news." Zhou Kan replied, "But this news, I think that in the case that LeTV's stock price has risen almost 3 times this year, it shouldn't be a good thing that exceeds expectations, right?" ”
"As for Huayi Brothers, to be honest, I can't see why it is so strong, the annual increase is more exaggerated than LeTV, it's just ......"
"And the two checks of Hua Qingbao and Changqu Technology should be a strong attack by market institutional funds, right?"
"After all, the mobile game industry, today is a year of full outbreak, the market has a monthly turnover of more than 10 million mobile games, every month is increasing, investment institutions for the industry's performance expectations, can be said to be quite optimistic, this should also be the two checks of the stock price can not fall at all, refuse to adjust the reason."
"Institutions open positions, there is no such way of playing, right?" Xu Shen said in a deep voice, "And today's index rise, the ChiNext index has also completely opened up with the Shanghai index, I feel ...... It seems that the previous model of speculation in the two cities with the 'GEM' as the core route seems to be returning rapidly with the end of the speculation of the 'Shanghai Free Trade Zone', and the hype hotspots such as restructuring backdoor and over-falling rebound are still doubtful in terms of continuity. ”
"Hmm!" Zhou Kan replied, "To be honest, Mr. Xu, the disk activity of the GEM, as well as the fundamentals, future growth expectations, performance expectations, etc. of its core component weight stocks, are indeed more than a step stronger than those big guys on the main board, that is...... The location is not an advantage. ”
Calculated on an annual basis.
The Shanghai Composite Index weighted sectors and weighted stocks have basically zero gains, or the average increase, which should have fallen.
The GEM refers to the weighted sectors and weighted constituent stocks, which have risen by at least 40%, and the average increase may exceed 50%.
"The strong will always be strong, and the weak will always be weak!" Xu Shen sighed, "We can't ignore this. ”
"Since ......"
Xu Shen paused, and said: "There are main funds, which have turned back to the core constituent stocks of the GEM, and the areas attacked by these main funds will still be the strongest areas expected by the market in the future for a period of time, so we will have to follow the layout in this regard. ”
"Unless you can really bet on the restructuring of backdoor stocks......"
"Otherwise, in these hot spots, if you go deeper again and again, I am afraid that in the end it will be too late to retreat."
Mr. Xu...... Is it because I am worried about the funds on the Fortune Road, and I have also intervened in the hot concept of restructuring and backdoor on a large scale, right? Zhou Kan said, "This fund entered the market silently, but the exit was a storm, unreasonable, if we continue to go deeper, it is really difficult to deal with this fund." ”
"So ......"
"It's better to have a clearer layout logic, obvious market continuity and better overall expectations for the future."
"That's right." Xu Shen said, "With the capital of Fortune Road, we must be vigilant all the time, and we must not make mistakes in the Shanghai market again." ”
Before the advent of the Fortune Road......
He considers himself a master of emotional speculation and short-term opportunity speculation in the market.
But now, the other party is rushing ahead of him everywhere, which has made him have to be cautious and deal with it with all his might.
There is also the change in the market today, the concept of restructuring backdoor has started so urgently, and the emotions have spread so quickly...... Such a hype technique, although the relevant core stocks, the dragon and tiger list data has not yet come out, he has already smelled a trace of the 'wealth road'.
So, in the afternoon quote.
After he saw that he had lost the opportunity to chase the core stock chips of the hot spot of restructuring, he did not ask Zhou Kan to buy other shell resource concept stocks with all his might, which can be regarded as giving up the large-scale follow-up in this direction and only speculating on a small part of the funds.
With the conversation between the two speculation, and the expectations of investors in the entire market.
Coming at half past five in the afternoon, the new Dragon and Tiger list was announced.
I only saw Hua Qingbao, Changqu Technology, Century Huatong, Far East Shares, Waigaoqiao, Anxin Trust...... and other stocks on the list of dragons and tigers.
In the disclosure of seats of Huaqingbao, Changqu Technology, Century Huatong and Far East Shares.
The wealth road all appeared in the buy one position, and the four stocks bought a total of more than 200 million, far exceeding the subsequent buy two, buy three, buy four, and buy five seats.
And Huaqingbao and Changqu Technology are on the list of two stocks.
The seats of the 'Yanjing Minghua Road Business Department', which appeared on Waigaoqiao together with Fortune Road, also appeared at the same time, ranking second in Huaqingbao and Changqu Technology.
"The First Evolution"
In addition to the four popular stocks with a daily limit on the Fortune Road, the other two popular stocks with a downward limit.
On the Dragon and Tiger List disclosed by Waigaoqiao, two institutions entered on Friday, and the tour capital that took over on Friday was also fully liquidated.
On the Dragon and Tiger List of Essence Trust, a series of funds in the Shenzhen Stock Exchange, which has been leading the check, have also been fully cleared and exited.
"Damn, the road to wealth is really everywhere."
After seeing the disclosed data of the Dragon and Tiger List, investors in the entire market were shocked again.
"Yes, between buying and selling, it's really accurate, it's simple...... It seems that tomorrow Century Huatong and Far Eastern Group will have a word board! ”
"I guessed that today's restructuring backdoor concept hype, Fortune Road must be involved."
"But I didn't expect that Hua Qingbao and Changqu Technology, the two 'mobile game' stocks, would actually focus on capital and wealth."
"How many meanings does this mean, two lines in parallel?"
"I don't know, but definitely the concept of 'mobile games' will also be one of the next hot spots, after all, with the influence of the seat of Fortune Road, the market speculation funds, will soon be crazy to grab chips."
"Burst, the ubiquitous road of wealth, it's really convincing."
"Haha...... Today, Fortune Road is not sold, and there is no old man on the entire Dragon and Tiger list, and the market will definitely be worry-free tomorrow. ”
"Finally, I don't sell anymore, so I can buy boldly with confidence."
"Century Huatong, Far Eastern Group, I'm here tomorrow, don't say a word, give a chance to buy, I really haven't eaten meat for a long time."
"I feel like Fortune Road should have bought more than just such chips today, right?"
"I also think that Rongshun shares and Hilong Software, which are not on the list, but are the first to rise and fall, may also be bought by Fortune."
"Although Fortune Road is not sold today, the institution that took over Waigaoqiao on Friday actually took a position on Waigaoqiao today."
"To be honest, I didn't expect this dragon and tiger list data of Waigaoqiao at all."
"Doesn't it mean that institutions are all long-term investments?"
"Nonsense, if there is an expectation and hope of making money, of course, the institution is a long-term investment, but there is no expectation and hope itself, so why stay in the field? Do you know that it will continue to fall in the future, waiting to continue to lose? ”
"Hey, the Fortune Road and institutions are all gone on the Waigaoqiao, and the line of the 'Shanghai Free Trade Zone' should be completely hopeless, right?"
"Look at the list of concept stocks under the main line of 'Shanghai Free Trade Zone', this line will definitely fall tomorrow."
"Shanghai material trade, it is estimated that it will be difficult to open tomorrow."
"To sum up, we still have to follow the road of wealth, and other institutions, as well as various departments, are unreliable."
At a time when many retail investor groups are once again hotly discussing the data of the Dragon and Tiger List......
At this moment, the Modu Zexi Investment, Yanjing Anlan Fund, and Yuhang Yuhang Investment, Xu Shen, Xie Wanting, and Su Yu all showed shocked expressions after seeing such data on the Dragon and Tiger List.
Xu Shen was shocked by Hua Qingbao and Changqu Technology, and Fortune Road was actually buying.
Xie Wanting was shocked that she found that the huge main capital that had shifted to the GEM layout was actually the one that could be described as a haunting wealth road.
And Su Yu ......
was shocked that the seat of 'Yanjing Minghua Road Business Department' was able to keep up with him twice, from Waigaoqiao to Hua Qingbao and Changqu Technology.