Under the comprehensive rise of the index, the concept of the two city sectors ......

Whether it is the popular concepts such as 'restructuring backdoor', 'mobile game', 'super fall rebound', 'film and television media', 'Apple industry chain', etc., which have been enthusiastically pursued by funds, or the 'ports, logistics, real estate, trade' and other related concepts of 'Shanghai Free Trade Zone', which have been abandoned by funds in the early stage, have formed a relatively good trend this morning.

In terms of individual stocks......

The over-falling mainline stocks of the 'Shanghai Free Trade Zone', as well as the mainline stocks of 'restructuring backdoor' and 'mobile Internet', have also been cared for by funds, either bottoming out and rebounding, or going up strongly, and the stronger the stronger.

All in all, the market trend of the two markets throughout the morning was extremely exciting and strong.

As long as it is during trading hours, investors who participate in buying are basically profitable when the market closes.

"Wow! Today's market trend is really hot, a rare big outbreak of the market. ”

Seeing such a noon closing result, as well as the full outbreak of various concept hype hot spots, the retail investors participating in the market on the online stock forum were also excited and excited.

"Suddenly, like a bull market overnight, thousands of shares and 10,000 shares are running to the limit!"

"In the entire market, nearly 2,000 stocks, of which more than 1,700 have risen, you can really make money by buying indiscriminately."

"Even the guy of Shanghai Trade and Trade has been pried open today, which is enough to show how strong the market is in the morning, and it really ...... The small and medium-sized board and the gem are the future. ”

"Even the Shanghai Composite Index is about to reverse last Friday's decline, which is really strong."

"The index has come here, the upward trend, has been fully confirmed, right? The Shanghai Composite Index accurately stepped back to 2100 points, which broke through the ...... Walk really perfectly, technically perfect! ”

"But on the whole, the GEM index is still more beautiful."

"Well, the GEM refers to the technical analysis, like an old duck head, if this old duck head is formed, the subsequent space height is unimaginable."

"The bull market is coming?"

"I don't know, but the market has obviously entered a pattern that is easy to rise and difficult to fall."

"Well, most of the funds waiting for the bottom at a low level after the market crash last Friday, this round is obviously short again, on the whole, the evolution of the market, and the direction of the index, is indeed much stronger than before."

"And I feel that the main line of the market has returned to many concept stocks with the gem and small and medium-sized board as the core!"

"Yes, yes...... Looking at these stocks that rose this morning, in addition to the 'restructuring backdoor' in the field of over-falling rebound, Hua Qingbao, Changqu Technology, Huayi Brothers, Fenda Technology, Internet Speed Technology, Huake Jincai, Anjie Technology, LeTV, ...... What does it mean that these stocks are all popular stocks that have risen sharply in the early stage? I think it means that the hype style from April to early August is back! ”

"Is the king of the GEM back?"

"Sure enough, the theory that the strong are always strong has always been the truth in the stock market."

"It's these tickets, in the wave of rapid advance of the GEM index from April to August, have generally risen at least doubled, and for me, who is seriously afraid of heights, I can really only watch."

"I'm afraid that Gao is always a hard worker!"

"In the stock market, there is always a truth, that is, cheap chips are worthless, valuable chips are never cheap, Hua Qingbao, Changqu Technology, Internet Speed Technology, Fenda Technology, LeTV...... The valuation and stock price of these popular stocks do look very expensive, and the increase this year is indeed very large, but the change in their fundamentals, as well as the explosion of business scale and performance profits, are still very strong. ”

"Moreover, next month, the performance of these three quarterly reports will be released one after another."

"I feel that the main funds, launching a full-scale offensive at this time, definitely have a great purpose, and I guess they are speculating on the third quarter financial reports of these tickets."

"Whatever the reason and motivation, just follow the main funds."

"Today's popular stocks, there are so many inflows, especially such as Hua Qingbao, Changqu Technology, Huayi Brothers, these checks, it is a 100 million-level capital inflow, I don't believe that such a large amount of capital inflow is to take over the sedan chair for people who still hold positions at a high level, here...... There must be a big market. ”

"Yes, we small retail investors, we can't see that far, so ...... You just need to follow the main funds. ”

"The index is reversed, the market is spreading, then it can definitely rise, in this case, I don't know what to worry about? If you don't buy it, you can just follow it without a brain in the afternoon. ”

"The stocks I bought on Fortune Road yesterday are all up and down today, what can I do in the afternoon?"

"Yesterday, the stocks bought by Fortune Road, although they are all up and down, but the stocks he bought belong to the concept sector, there are still many core concept stocks that do not have a daily limit, just follow the trend, according to the market trend in the morning, I think the two popular concepts of 'restructuring backdoor' and 'mobile games' will still be the strongest hot spots in the market speculation."

"Not necessarily, I think there are quite a lot of popular concepts that broke out today."

"yes, a lot, so I don't know where to start for a while?"

"Huh...... It seems like a lot, but in fact, there are two main hype concept paths, one is the over-falling rebound market superimposed by the 'restructuring backdoor', and the other is the 'mobile Internet'. ”

"What 'mobile games', 'film and television media', 'Apple industry chain', 'mobile payment', 'wearable devices', '4G network construction', 'Internet finance', these hot concepts are not all 'mobile Internet' hype derived from 'Xinwei Group'?"

"So, in my opinion, in fact, there are two hot spots, the core leading stocks, just one."

"It's a pity that Xinwei Group can't buy it."

"As long as you can catch these two hot spots, you can buy them casually."

"Okay, afternoon stud, fuck the fuck directly, find back on the Shanghai trade, eat three down limits in a row, and lose nearly 40%."

Everyone was excited and excited to discuss......

At this moment in the magic capital, inside Zexi Investment, in the trading room, Zhou Kan stared at the two markets that had been fixed, and said with emotion: "Or Mr. Xu is wise and decisive, if we hesitate for a minute and make a move when the market sentiment has already exploded, I am afraid that the number of chips bought today will be greatly discounted." ”

In the morning, the use of 100 million-level large orders to grab chips, branch sealing board Huaqingbao, Changqu Technology operation.

It is the handiwork of their Zexi investment.

"I didn't expect the market sentiment to pick up and the market to develop so quickly." Xu Shen said, "This wave of the market is led by Fortune Road, I'm afraid that even they didn't expect the market to develop so quickly and failed to establish enough position chips, right?" ”

According to yesterday's buying volume of Fortune Road on the Dragon and Tiger list.

Within half a day today, the number of chips he asked Zhou Kan to buy far exceeded that of Fortune Road.

What's more, he directly sealed Hua Qingbao and Changqu Technology in the morning, and he has completely grasped the initiative of the concept plate with the strongest hype expectation of 'mobile games'.

In this way, as long as Fortune Road wants to continue to speculate on this hot concept in the future.

Then I had to continue to enter and carry him a sedan chair.

"That's for sure." Zhou Kan responded with a smile, "Fortune Road, surnamed Su, even if he is a real god, it is impossible to get ahead of us this time." ”

"Hmm!" Xu Shen bowed slightly, paused, and continued, "Our chips on the line of 'Shanghai Free Trade Zone' should have all been withdrawn this morning, right?" ”

Zhou Kanying said: "A comprehensive retreat has been completed. ”

"That's fine." Xu Shen said, "Let's fully turn into the market led by the 'GEM', ...... in the afternoon Use the funds withdrawn from the 'Shanghai Free Trade Zone' today to continue to buy 'mobile game'-related concept stocks, as well as other core constituent stocks of the GEM that were popular in the early stage. ”

"Looking at today's market, not only market capital is vigorously involved."

"Even institutional funds have probably been involved a lot, otherwise the market volume would not have been able to suddenly be put on such a large volume."

"Okay!" Zhou Kan responded, and then immediately made a deployment.

At the same time, within Yanjing and Anlan Funds, Zhou Guohua, at the suggestion of Xie Wanting, also made the same investment strategy deployment, and fully transferred to the 'mobile Internet' direction layout of the GEM.

Similarly, in Yuhang, within Jingda Investment, Lin Yanzong is also stepping up buying in this direction after seeing through the change in the direction of the market.

Of course, Yanjing, Modu, and Shenshi......

After seeing such a market trend and index trend, many smart fund managers also realized this and thought that the market history from April to August would repeat itself, and began to focus more on investment in the direction of the GEM.

As the initial financial force that drives this market change, it is within Yuhang Investment.

At this moment, Su Yu was counting the results of the morning's position increase, and the whole person's expression seemed quite calm, as if he was ...... All changes in the market are under his control.

"How?" Su Yu paused and asked.

Li Meng reported: "Throughout the morning, we increased our positions in a total of 26 stocks, with an additional capital of 560 million, including LETV, Huayi Brothers, Fenda Technology, Internet Speed Technology, Tianyu Information and other stocks, the new purchase volume is about 50 million, and after the increase in positions, the overall position level of our fund has returned to 80%, and the remaining available funds of the current fund are almost 600 million. ”

"Good!" Su Yu said, "It can be regarded as basically completing the goal of increasing positions." ”

"Follow-up ......" Li Meng paused.

Su Yu didn't wait for her to finish, and said with a smile: "It's good to maintain 80% of the position level in the future, and the remaining 600 million funds, don't buy it first, and leave it for necessary measures, after all, the next market situation may not be completely according to our expectations." ”

"Sometimes, we need this money to stir up emotions at critical moments."

"Then let the main force hold a position, so that you can better harvest profits, and even at the expected high, safely exit the market and take profit."

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