Chapter 228: Market Speculation Depression!
", Century Huatong is actually suspended!"
"Not only has the trading been suspended, but also rumored earlier, finally there is an eyebrow, a fixed increase of 1.8 billion to acquire Tianyou Software and Seven Cool Network, so far Century Huatong will get rid of the original traditional business, and fully transfer to the field of 'mobile Internet', right? In this merger and acquisition, the imagination space of its fundamentals has been fully opened! ”
After seeing the news, the stock of Century Huatong, with the topic of 'Fortune Road', directly went to the hot search of the stock forum on the whole network.
"Fortune Road is really a cow, and it's sniping again."
"Could it be inside information? The timing of this shot is a bit coincidental. ”
"No, it is not only this stock that Fortune Road sold today, and its purchase volume on Century Huatong is far inferior to Hua Qingbao and Changqu Technology, if it is insider information...... Today, Fortune Road will definitely quickly block the price limit of World Huatong, and those who eat alone will never let Rongshun shares and Hilong Software take the lead. ”
"Huh...... Inside information? Fortune Road's layout and attack route in the market, which time is not logical, and what insider information can be relied on? However, some institutions in the market like to engage in this set. ”
"Before Fortune Road sold the core stocks related to the 'Shanghai Free Trade Zone', didn't many people say that Fortune Road was lurking through inside information? The result...... As far as I know, the calls reported to the supervision department of the exchange have all gone into the sea, and there is no abnormal situation in the entire transaction of Fortune Road. ”
"It's not a concentrated buy, a sudden rise, and no chance for other funds to follow up, what kind of insider trading can it be?"
"It can only be said that it is a combination of luck and strength."
"Century Huatong is suspended, which should further stimulate the market of the concept of 'restructuring backdoor', right? Tomorrow, there are the same expectations of Far Eastern Shares, Rongshun Shares, and Hilong Software, and they will definitely go to the same board, hey...... I was thinking about playing tomorrow's relay board, but now I see that there is no chance. ”
"The market must be intensified, not only the big concept of 'restructuring backdoor', but also the concept of 'mobile Internet', there must also be opportunities, after all, the field of enterprises acquired by Century Huatong, and the business areas that are planned to transform in the future are all 'mobile Internet' industry!"
"Well, it's also possible that today's 'mobile games' and 'film and television media' also belong to the big field of 'mobile Internet', right?"
"Don't guess,It's the opportunity for the next big market,It will definitely break out in the field of'mobile Internet',After all, today's Fortune Road is mainly attacking,But this field,Hua Qingbao、Changqu TechnologyThese two checks,It is very likely that they are only two of the ones bought by Fortune Road,Like LETV、Huayi Brothers and other stocks that are almost blocked today,I think...... I'm afraid that Fortune Road has also bought a lot of chips. ”
"Makes sense, makes sense......"
"Well, anyway, the line of 'Shanghai Free Trade Zone' can't be touched, and then either on the concept of 'restructuring backdoor', or on the gem, the strong leading stocks in the field of 'mobile Internet' related concepts, I feel that the market will inevitably develop in these two directions."
"I don't have that many ideas, anyway, just follow the fortune road and buy it."
"Yes, Fortune Road bought a total of four stocks today, one of which was suspended tonight, but the other three, I don't believe that tomorrow will open a word? As long as it doesn't go into a word board, which one can be bought, I will buy which, it doesn't matter if you chase high, anyway...... Follow the path of wealth. ”
"The same idea, analysis comes, analysis goes, it's better to follow the trend without a brain."
The crowd continued to have a heated discussion......
At this moment, Su Yu looked at the suspension announcement of Century Huatong, and was a little surprised in his heart, and sighed: "This is really luck, as soon as I made a move, I won a trump card." ”
After the amount of funds is large, in this kind of concept hype, he buys related concept stocks in batches.
There is no focus on betting on the restructuring hope of a stock at all.
Of course, his original intention was not to bet on the restructuring hope of these concept stocks, but to speculate on their stocks by using the logic that there is "restructuring hope" in these concept stocks.
Unexpectedly, the blind cat actually ran into a dead mouse.
In fact, he has a market memory of the future market and knows the general direction of market development, but he does not remember the restructuring market and time node of each stock in the market, so he ...... This bet on the restructuring and merger of Medieval Huatong was really completely due to luck, and even he didn't expect it.
"It seems that when people are good, even luck will be on our side." Li Meng also saw the announcement and said with a smile, "The suspension of Century Huatong has become the third stock in the short-term market after Huachuang Xinwei and ST Ancai...... The market in this field will continue to diverge. ”
"The market is fermenting too fast, and it is not of much benefit to us." Su Yu responded, "After all, we didn't lay out in advance, we can only follow the market sentiment, a piece of speculation, and profit space, but it is more narrow than the slow fermentation of emotions." ”
"Because the emotions are fermenting too quickly, a large number of retail investors in the market will become more reluctant to fundraise."
"And the funds that are followed up outside the market will become more and more aggressive."
"Under the influence of both aspects, even if we have a channel advantage and a financial advantage, it is difficult to get too many high-quality chips and low-level chips."
"Hmm!" Li Meng nodded and said, "But...... Didn't you say that our core focus is in the field of 'pan-mobile Internet' on the GEM? The line of 'restructuring backdoor', how much can be earned, and the emotional fermentation is too fast, which proves that the expected space in this field will be quickly filled, which is also conducive to the rapid flow of the market in the direction of the next market after the concept of speculation, right? ”
"That's right." Su Yu said, "Funds are like water, and the market is expected to be the strongest, the most cost-effective place, is the speculation depression, after other places are speculated, funds will inevitably flow into this depression, so, in the 'restructuring backdoor' line of speculation is expected to be filled with funds, the market to the direction of the gem 'pan-mobile Internet' field inflow, is inevitable." ”
"Of course, market expectations are related to the macro trend of the broader market, as well as the macroeconomic side and industry fundamentals."
"It's a more dynamic thing."
"But in the general direction, that is, in the hazy direction, you can't go wrong."
"Hmm!" Li Mengying said, "I believe what you said, in the 4G construction and intelligent terminals in the full outbreak of the stall, the 'mobile Internet' wind will definitely blow, and it will inevitably become a huge outlet, after all, the group of netizens driven by smart phones, it is foreseeable, it is obviously much larger than the PC era." ”
In other words......
Both of them believe that the 'mobile Internet' is a huge incremental market, full of infinite possibilities, and can even replace the economic pole and drive a comprehensive economic recovery.
And what they have to do is to squeeze under this tuyere as much as possible.
Let the inflated and changing expectations of market investors raise valuations and performance step by step, and then reap market profits.
The two talked for a while, and then they fell asleep separately.
The next day, Tuesday, September 18, in the calm of the peripheral market, at 9:15, the two cities once again ushered in the time of the call auction.
Saw......
'Restructuring backdoor' related concept plates, 'mobile games', 'film and television media', 'wearable devices', 'Apple industry chain' and other relatively strong performance yesterday, and after the market has received a lot of attention and discussion from the majority of investors in the market, the concept of the field plates, have opened in the red.
Among them, the related core concept stocks were also robbed of funds at the beginning of the call auction.
For example, Far Eastern Group Stocks, Rongshun Shares, and Hilong Software have all become one-word price limits, and the initial orders have exceeded 10,000 hands; The slightly larger 'Fortune Road' concept stocks, such as Hua Qingbao and Changqu Technology, have also opened at a position close to 7 points.
As for other concept stocks that are in the spotlight by the market......
LeTV and Huayi Brothers opened 1 point to 2 points; Waigaoqiao opened 4.75% lower, and Shanghai Trade continued to fall to the limit, with the initial limit of more than 200,000 hands; Essence Trust opened 7.83% lower, and in three trading days, the retracement from the highest point has been almost 30%; After yesterday's pulse sealing failure, Shanghai Ganglian also opened directly to about 5 points today, the initial selling pressure on the disk is very heavy, and the willingness of funds to exit can be described as quite strong.
Overall, during the initial Call Auction phase.
The entire market is still continuing yesterday's trend, and related concept stocks and individual stocks are all strong and weak, polarized and more serious.
At 9:16 a.m., the market began to change again.
The core stocks of the major concept sectors of 'restructuring backdoor' and 'mobile games' and 'film and television media' have further strengthened, and the rise in the call auction has risen higher and higher, while in the field of its sector, the marginal concept stocks that barely rose yesterday have begun to fall from the initial stage.
On the contrary, there were nearly 200 concept stocks in the 'Shanghai Free Trade Zone' with extremely bad initial call auctions.
The relatively core concept stocks, which have not undergone a large explosion in the early stage and have been sharply oversold in recent trading days, have begun to usher in some funds that want to grab a rebound.
At 9:17, this phenomenon became more and more distinct.
However, the huge rise in Shanghai trade, as well as Waigaoqiao, Shanghai-Hong Kong Group, Anxin Trust these core stocks, the disk selling pressure is still increasing, the surface of the 'Shanghai Free Trade Zone' line, although in the differentiation, but there is no obvious opportunity, after all, the core stocks do not move, other over-falling secondary concept stocks, even if there is an over-fall rebound, but also can not turn up any big waves.
At 9:18, the short-term over-falling and long-term over-falling stocks in the two cities began to be bottomed out by funds.
At this time, the line of over-falling rebound began to become obvious, showing greater potential and capital attention than yesterday, and it seems to have obvious continuity.
At 9:19, under the influence of high-pitched emotions, many concept plates flew together.
Almost all short-term and long-term over-falling medium and small-cap stocks in the two cities, except for those that are obviously bearish, are almost in a red market.
Then, 9:20 a.m. arrived.
After the withdrawal of countless funds, the market and sentiment of the two cities fell slightly, but the core concept area, as well as many medium and small-cap concept stocks that have fallen over-falling, are still in a strong red market, but the major weighted sectors of the main board and the core concept plates related to the 'Shanghai Free Trade Zone' are in a state of slight decline.
At this point, the funds are separated from the weight, converge to the medium and small caps, and the floating capital is active, gathering in the hot concept sector and the scene of hot concept stocks, and returning!
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