"There seems to be a clear shift in style."

Seeing the changes in the market of the two markets that have entered the real call auction that has entered the irrevocable order, Li Meng said: "Funds are further flowing into the over-falling medium and small-cap stocks, and many concept plates such as 'restructuring backdoor', 'ST plate', 'mobile games', 'film and television media' and many other concepts that were hyped yesterday have shown a strong call auction state today, and I am afraid the market is ...... It's time to move to a clearly consistent acceleration state. ”

"And Rongshun shares, Hilong software, and Far East shares all have a word board situation."

"Other shell resource concept stocks such as Haoningda, Weihua shares, Zhenghe shares, Lianxin Yongyi, Tianrui Instrument, and Shengleda have also opened sharply, and we may not have any opportunities to buy chips significantly."

"Hmm!" Su Yu heard Li Meng's voice and responded, "Indeed, the emotional fermentation of this line is much faster than I imagined, Rongshun shares, Hilong Software, and Far East shares of the daily limit are left alone, and others, such as Haoningda, Weihua shares, Zhenghe shares, Lianxin Yongyi, Tianrui Instrument, and Shengleda...... These tickets, as long as you can buy chips, you can still continue to buy, but our previous strategy expectations will be lowered. ”

After the suspension announcement of Century Huatong last night, the market's sentiment on the hype theme of 'restructuring backdoor' has accelerated significantly.

The number of chips they originally set for opening positions was turned in such a mood.

It's no longer possible.

Therefore, both the number of chips to open a position and the profit expectation must be forced to decrease.

"Okay." Li Meng responded, paused, and said, "Regarding the line of 'pan-mobile Internet', I think we should also accelerate the pace of increasing positions, because looking at the relevant concept plates, as well as the disks of many of its core stocks, there seem to be traces of strong capital intervention." ”

"Yes!" Su Yu nodded, "The speed of the change in market sentiment has exceeded our expectations, but the direction of the market change is still in line with our expectations. ”

In the case of a change in the direction of the market, it has been clarified.

In the market, once the consistent sentiment expectation is formed, the market will only move towards an accelerated process.

Therefore, if they don't keep up with the pace and change their strategies in time, the cost of chips for subsequent positions will only get higher and higher.

With Su Yu's instructions, Li Meng and other traders in the trading room immediately began to buy pending orders on the disks of many target stocks without waiting for the call auction to end.

Immediately afterwards, at 9:25, the call auction between the two cities ended.

I saw that the Shanghai Composite Index opened 0.21% higher, the Shenzhen Composite Index opened 0.49% higher, and the ChiNext Index opened 0.76% higher.

In terms of conceptual plates.

The restructuring concept sector, the mobile game concept sector, and the film and television media concept sector led the gains; ST plate, the concept plate of Apple's mobile phone industry chain, and the concept of wearable devices, followed closely by; The high opening range of each sector is more than 0.8%, outperforming the GEM index, and the signs of funds taking the initiative to attack and grab funds are very obvious.

On the contrary...... the concept plates related to the 'Shanghai Free Trade Zone' continued to adjust and opened lower.

Among them, real estate, finance, ports, trade, logistics and other industry sectors opened at a low opening rate of more than 0.3%, leading the market in an all-round way.

In terms of popular individual stocks......

Rongshun shares, Hilong Software, Far East shares, and Xinwei Group have reduced the daily limit; Hua Qingbao and Changqu Technology, two 'mobile game' stocks, opened at a high opening rate of about 4%; LeTV and Huayi Brothers, the two core stocks of the 'film and television media' concept sector, opened at a higher opening of about 2%; Waigaoqiao and Shanghai-Hong Kong Group opened about 3.5% lower, and the Shanghai Stock Exchange continued to fall to the limit, and the sealed orders were still above 150,000 hands.

Other ......

Essence Trust opened 3% lower, Shanghai Ganglian opened 2.8% lower, and Fenda Technology and Netspeed Technology opened 1% higher.

All in all, through the entire collective auction, the context of active capital attacks in the market has been comprehensively shifting to medium and small-cap stocks, in the direction of the gem, and the financial, infrastructure, black cycle, non-ferrous metals, consumption and other weighted sectors in the direction of the main board are still sluggish, while the concept stocks related to the 'Shanghai Free Trade Zone', especially the core stocks of high-level adjustment, are still a sign of collapse.

"This market style has changed, but fortunately, our strategy adjustment this time is timely."

Seeing such an opening scene, Yu Hang, Jingda Investment, and in the trading room, Gu Chijiang sighed with emotion: "After the Shanghai Trade peaked on Friday, until now, it has directly cut three one-word drop limits, which is really tragic...... Lao Lin, this time fortunately, you are witty, and you have kept up with the hype of 'restructuring and backdoor', otherwise we are really a bamboo basket for nothing, you are right, since we can't change the investment ecology of the market, then we can only follow. ”

"It's a pity that this line started too fast, and the time for us to adjust our position was too short, so we didn't get much chips at all." Lin Tingzong, who has been promoted from Team Leader Lin to Manager Lin, said with some regret, "Now that the emotional expectations of this line have become consistent, it is basically impossible for us to get cheap chips in the future." ”

"yes!" Gu Chijiang nodded, "Xinwei Group successfully listed on the backdoor Huachuang Information Test, Ancai Paper took advantage of Kumho Group's east wind, and Century Huatong acquired Tianyou Software and Qiku Network...... This heavy 'restructuring and merger' event has stimulated the market again and again, how can it not make everyone think that there is a profiteering opportunity here? ”

"In addition, the current market is in the IPO suspension stage."

"Many companies want to land on A-shares, and there is only one way to restructure and backdoor."

"Coupled with the fact that the current market has gone through several years of bear market, the market value of these shell resource stocks in the market has generally fallen below the 1 billion mark."

"In order to go public, pay less than 1 billion."

"In the case of the suspension of IPOs, I believe that many large conglomerates that are eager to go public and raise funds are willing."

The logic behind this...... I also listened to what you said, and after thinking about it carefully, I realized that it was indeed ...... Fortune Road's capital, 'Yuhang Investment', a kid surnamed Su, although he is not old, his roots are not deep, and he has no connections, but his ability to perceive opportunities and his decisiveness are really admirable. ”

Although he is not very good at the hype of the market concept, the hype logic chain it follows, and the use of emotions, it does not prevent him from being extremely optimistic about the hype theme of 'restructuring and backdoor', and even the determination to gamble heavily at this moment.

Lin Tingzong nodded and said: "Fortune Road is indeed too fast, in the entire market, no one should have thought that he would be so quick after he sold the main bargaining chips of the 'Shanghai Free Trade Zone' line...... can quickly cut into the line of 'restructuring backdoor', and still occupy the dominant position of hype in this line. ”

"But actually, think about it the other way around......"

"It is precisely because of the participation of the Fortune Road that this main line of speculation has been given vitality."

"It's only so hyped that the main line has an opportunity to continue the market."

"Our capital volume is not particularly large, so we don't need to occupy any dominant position in the market, just follow the trend and speculate, and you can get very rich profits."

"Although in a sense, Fortune Road is our opponent, I want to ...... As long as we follow this stock of funds, we can make money, we can quickly recover the net value loss of our fund, and we are standing in the right trend, then it doesn't matter, after all, only the final profit or not determines the success or failure of the transaction, and the rest is not important. ”

The so-called whether it is a black cat or a white cat, as long as it can bite a mouse, it is a good cat.

Lin Tingzong believes that in the financial trading market, there is nothing necessarily right, and there is no fixed opponent, as long as it can make a profit, then no matter what kind of trading principles are followed, it is correct.

"Okay!" Gu Chijiang saw that he was not angry for a while when he raised his opponent's ability, smiled and said, "Indeed, in the financial market, the ability to make money is the essence, everything else is virtual, as long as you can make money quickly, what stocks to buy, whether you follow the trend or not, in fact, it is not that important." ”

"Okay......"

"Follow your thoughts, next...... How does it work? ”

Lin Tingzong glanced at the time, and saw that it was almost time for the official transaction, so he pondered for a moment, and then said quickly: "Judging from the entire call auction process, the style of the entire market has obviously changed from the previous situation of Shanghai being strong and Shenzhen weak to being weak and deep and strong. ”

"And Shanghai is weak, Shenzhen is strong, and ......"

"It also means that the landing point of the market is all in small and medium-cap stocks."

"I expect that the concept of 'backdoor restructuring', as well as the 'over-falling rebound' market brought out by the diffusion of this concept, will have a good performance in the future, at least the leading stocks will rise by 50%, and the secondary concept stocks and ordinary marginal concept stocks will rise by 20% or 30%, which is entirely possible."

"There is also the core concept of 'mobile game' in the direction of the GEM."

"The concept of Fortune Road Attack is by no means untargeted, and it is worth paying attention to."

"So, my advice is...... Next, we will continue to adjust the composition of our positions, net the core weight of the main board and all the chips on the line of the 'Shanghai Free Trade Zone', attack the concept of 'restructuring and backdoor' with heavy positions, and increase the holdings of the two major sectors of 'mobile games' and 'film and television media' on the GEM. ”

"The target, on the mobile game, Hua Qingbao and Changqu Technology, which are shot by Fortune Road, are still the strongest, regardless of the fundamentals and future expectations, and even the performance of the third and fourth quarters, there is a great improvement, and with the concept of 'Wealth Road', the chasing sentiment of retail investors will not be low."

"In terms of film and television media, LeTV and Huayi Brothers have obviously come out first."

"Although these two checks,It has risen two or three times in the front,But the future expectation space,There is still a place,And LETV as the only video network platform company listed on the A-share market,I think with the in-depth development of the Internet,With the further improvement of the number of netizens in China,The development space is still very broad,There is...... I heard that within the group, there is already an idea of outward development. ”

From the beginning of the year to the present, he has actually been more optimistic about LeTV.

Before this, he also persuaded Gu Chijiang to take a heavy position in this stock, but unfortunately Gu Chijiang didn't listen much to it before.

"As for the target of the 'backdoor reorganization' line, Rongshun shares, Hilong Software, and Far Eastern Group shares must be the first echelon, but these checks, the heat has been completely speculated, and there are a lot of funds to be raised, and we have no chance to buy on a large scale, and when they obviously diverge, I am afraid that it is often the top again."

"Therefore, under relative conditions, we can only lay out those relatively inferior shell resource stocks, as well as related concept stocks with restructuring advantages, and we must diversify investment, large-scale decentralized buying, and then according to the strength and weakness of the stock in the case of continuous speculation in the line of 'restructuring backdoor', and then gradually go weak and stay strong."

"In short, I think we need to be decisive and put the money into a few clear hype hotspots first."

"Complete the decision to rebalance positions and swap shares as quickly as possible."

"Then, in the gradual evolution and advancement of the market, we will refine and adjust."

"Get in the car first, make decisions later, right?" Gu Chijiang heard what Lin Tingzong meant, and said with a smile, "In the past, we were too hesitant, and when the opportunity came, it was difficult to seize it, but now...... It's true that you can't make the same mistakes as before, buy it! According to what you said, within one day, all the funds we can use will be put into the several hot spots you mentioned, and then slowly adjust the weight of individual stock positions according to the changes in the market. ”

"Hmm!" Lin Tingzong responded.

Subsequently, he immediately instructed all the traders in the trading room to follow his instructions and conduct a comprehensive rebalancing transaction.

And at this moment, 9:30 came, and the two markets, which had been temporarily suspended, resumed trading.

I saw that in the strong concepts such as 'restructuring backdoor', 'mobile game', 'film and television media', and 'over-falling rebound', popular concept stocks instantly ushered in the follow-up of large purchases, such as Haoningda, Weihua shares, Zhenghe shares, Lianxin Yongyi, Tianrui Instrument, optical limited media, Wasu Media, Huayi Jiaxin, Meisheng Culture, Yaoji Technology, LeTV, Huayi Brothers, Huaqingbao, Changqu Technology...... and other stocks, all at the beginning of the session, there was a straight line up.

Then, immediately after that......

In less than three minutes, the two stocks of 'mobile game', namely Hua Qingbao and Changqu Technology, directly touched the price limit under the rapid rush of 5 consecutive large orders of 10,000 hands under the rapid rush of 5 consecutive large orders, and were directly blocked by 100 million funds.

"This ......"

Seeing Hua Qingbao, Changqu Technology Lightning Sealing Board, Yuhang Investment, and in the trading room, Li Meng was stunned for a while.

And Su Yu saw such a scene, and saw that he had just placed an order, and before he had time to continue to increase his position, he had already lost the opportunity to buy, and was completely blocked by other main funds to buy the channel, he was also surprised, very surprised!

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