"Okay!" Li Meng responded, "I also think this is more reasonable." ”

At present, the entire fund's position in the 'pan-mobile Internet' related fields of the GEM has exceeded 2 billion, which can be regarded as an absolute heavy position.

Then count the positions on the 'backdoor reorganization' line, as well as the chips that were suspended and closed.

If they still want to maintain the control and dominance of the stocks they hold in the next market change, then the remaining more than 600 million liquidity will not be able to enter it again.

Because after all the punches in......

The liquidity in their hands is exhausted, and once the market of the stocks they hold exceeds their expectations, they need to control the market and stabilize their emotions, they will not be able to operate flexibly.

And, as is often the case, whether it is a fund or an individual investor.

The 80% position level is almost equal to the full position.

"The rest of the ......," Su Yu paused, and continued, "It is for the two main hype lines of 'restructuring backdoor' and 'pan-mobile Internet', in the subsequent market evolution, gradually go weak and stay strong, and make minor adjustments." ”

During the discussion between the two, the time came to 12 noon.

Su Yu asked everyone to hurry to dinner, and then at about 12:40, everyone returned to the trading room again.

During this period, the market issued two important noon announcements, one was the wholly-owned acquisition of Yinhan Technology by Huayi Brothers; The other is the suspension of a company called 'Meihua Umbrella', and the merger and reorganization of Shanghai Youzu Network has been unanimously approved by the regulator.

"Another game company, backdoor listing!"

Seeing the noon announcement released by the market, Li Meng, who returned to the trading room, sighed: "It seems that after the 'mobile game' and the 'restructuring backdoor' are combined, it has really become the strongest outlet in the market." ”

Su Yu said with a smile: "There are examples of Changqu Technology being frantically speculated by market funds after the merger and reorganization, and at present, whether it is the capital of the market or the off-site, as well as the major game companies with sufficient conditions, which one does not want to be listed under this tuyere and eat the dividends of market valuation?" After all, shares are only valuable after they are listed and cashed out. ”

"yes!" Li Meng nodded, "I feel that there have been several restructuring backdoor incidents announced recently, all of which involve game companies. ”

"But ......"

Li Meng paused, and said: "These two important announcements should have a more obvious positive effect on the trend of the market in the afternoon, right?" Estimate...... After the opening of the afternoon market, the two main conceptual areas of 'mobile games' and 'restructuring backdoor', related core concept stocks, are about to set off a tide of price limits. ”

"I really didn't expect that the two markets we provoked would suddenly come so quickly and so violently."

"It's true that the market has changed and emotions have intensified much faster than I expected." Su Yu said, "But this is not a bad thing for us, after all, the more the market rises unprepared, the less the main funds of the various departments lurking on it in advance." ”

"And that means ......"

"If they want to get enough chips and want to participate in this main line of the market on a large scale, then they have to constantly be forced to give us a sedan chair, pull up the stock price, and obtain chips, so as to continue the market for a longer time and height, and play higher, after all, only in this way can they have enough profit space to move."

"And we can make more profit from it......"

"Hmm!" Li Meng said, "Fortunately, when we laid out the main line of the 'Shanghai Free Trade Zone', we did not completely clear most of the stocks on the 'pan-mobile Internet' line of the GEM, otherwise according to the speed of this market change, we would not have time to adjust our positions and exchange shares, let alone complete the established investment strategy." ”

"The larger the amount of money, the more forward-thinking you will need." Su Yu continued, "Otherwise, you will have to give up a lot of market opportunities." ”

The amount of money they currently manage is not small.

It is no longer possible to operate as often as before, frequently entering and exiting one or two stocks, and violently inflating the net value of the fund through concentrated speculation.

Instead, it must be steady and steady, and the hype must be carried out through the layout of the main line scope.

In a brief exchange between the two, the time of 1 o'clock in the afternoon has arrived, and the two markets that have been suspended have resumed trading.

I saw that the concept plate related to the 'restructuring backdoor' and its core concept stocks, as well as the concept stocks related to the 'mobile game', continued to be attacked by retail investors, floating capital, and other major funds under the positive stimulation of the two announcements at noon, and really set off a tide of price limits.

Then, at 1:22, the 'film and television media' sector also broke out across the board.

Among them, LeTV's rapid daily limit, the stock price touched 37.53 yuan, an increase of more than 20% in two days, the market value also broke through to more than 16.5 billion, and the intraday turnover was enlarged to 430 million.

At 1:36, when the market in the two cities continued to rise, the ChiNext index rose to 3%, and the index stood at 1175 points.

At 1:48, compared with the previous two trading days, the concept of "Shanghai Free Trade Zone" stocks that have recovered.

The share price of 'Shanghai Trading', which once blocked the fall limit, soared to around 3% of the decline, rebounding by more than 7 points.

At 1:53, the small and medium-sized board index also rose by more than 3%, the Shanghai Composite Index rose by more than 1.8%, and the Shenzhen Index rose by more than 2.3%.

At 2:02, the limit of individual stocks in the two cities broke through to 65, almost comparable to the day the news of the 'Shanghai Free Trade Zone' was announced.

At 2:12, the ChiNext index rose to 3.5%, and more than 90% of the stocks in the two cities rose, and the money-making effect was interpreted to the extreme.

At 2:26, after the turnover of the two cities crossed 110 billion again, the index, as well as individual stocks, began to fall.

At 2:32, the Shanghai trade quickly turned downward, and its decline expanded from the rebound high of about 2% to about 7%, and there is a trend of returning to the limit.

At 2:43, the Shanghai trade fell back to the limit, and the main concept stocks of the 'Shanghai Free Trade Zone', which had once recovered, suffered heavy selling again, and at the same time, it ...... The 'restructuring backdoor' concept plate that set off a tide of price limits, as well as shell resource stocks and many stocks that have rebounded from the fall, have also seen some loosening on their disks, and many concept stocks with price limits have exploded.

At 2:46, the number of stocks in the two cities fell from 71 to 62.

At 2:49, the Shanghai Trade and Trade struggled for a while, and was completely blocked by large orders again, and the intraday turnover exploded to about 1.5 billion.

At 2:52, the growth rate of the GEM index fell back to below 3%, and the turnover of the two cities reached 123 billion.

At 2:53, in many core popular concept fields such as 'mobile games', 'restructuring backdoor', 'shell resource concept', 'over-falling rebound', and 'film and television media', relatively marginal concept stocks have been hit by a large number of selling orders, and the stock price has fallen significantly.

At 2:54, the differentiation of the major popular concept plates became more and more obvious.

At 2:55, the price of LeTV, which was once blocked, fell back to around 7 or 8 points, and the market value also fell back to about 16 billion.

At 2:57, when the Shenzhen market entered the final closing call auction.

The original large-scale inflow of funds into the 'super fall rebound' concept stock sector began to show a slight outflow of funds, which appeared to be a large number of investors holding positions in the market, and smashed a lot of chips in the end of the market.

Subsequently, the short closing call auction ended, reaching 3 p.m.

I saw that the Shanghai Composite Index finally fixed at a rise of 1.36%; Shenzhen is priced for a 1.78% increase; The small and medium-sized board was designated for an increase of 2.39%; The ChiNext index, which led the two cities, rose by 2.66%.

On the whole, the two markets are in the end of the market, although there is still a significant downward trend of gains.

However, the market performance is still quite hot.

Among them, the number of stocks with a daily limit in the two cities is still maintained at more than 50, second only to the day when the news of the 'Shanghai Free Trade Zone' was announced.

In particular, the two concept sections of 'mobile game' and 'restructuring backdoor'.

Its total limit concept stocks, more than 25, can be said to make money effect is extremely strong, as long as you participate in the hype of these two concept plates within the day, it is very likely to harvest a limit board stocks.

In addition to the core concepts of 'mobile games' and 'restructuring and backdoor', other concept sectors such as 'film and television media', 'Apple industry chain', 'wearable devices', 'mobile payment', and 'Internet finance' are not bad, and the growth rate of the sector has significantly outperformed the GEM index.

It is just a number of 'Shanghai Free Trade Zone' related concept stocks as part of the 'over-falling rebound' feeder market.

Its trend has exceeded the expectations of market investors.

Everyone thought that these stocks, after falling so much in just two or three trading days, should have a decent rebound, however...... A large amount of money that was followed up in the intraday was still killed in the end of the day.

In particular, the Shanghai Stock Exchange......

Many people didn't expect that it would continue to close after the fall limit was pried open.

"What's the deal, I haven't been able to make any money with such a hot plate today, it's really depressing!"

After seeing the closing results, many people on the online stock forum were excited and excited, but there were also many people complaining and complaining.

"Hey, I'm the same, I thought I could make money by copying the Shanghai market, but the result was ...... It's all a moment. ”

"The check of Shanghai Trade is simply poisonous."

"How happy it was before it rose, how happy it is now when it falls, 1.5 billion, and today it is set in again."

"Huh...... What a head! Dare to copy the Shanghai trade? ”

"That's right, this check was already fried, and it seems to be over-falling, but in fact, this check is from the bottom to the high, but it has more than 4 times the space, at this time...... Not even halfway up the mountain. ”

"Hey, overall, the line of 'over-falling rebound' is still far inferior to 'restructuring backdoor' and 'mobile games'."

"This is inevitable, the 'over-falling rebound' was originally simply speculated, but it is an emotional repair, how much space can there be? The two concepts of 'restructuring backdoor' and 'mobile game' are completely different, look at this succession of successful cases of restructuring and backdoor, as well as the new game monthly turnover list in the 'mobile game' industry, it is really ......"

"Well, the restructuring backdoor speculation should be the stagnation of the IPO, and the relaxation of the relevant regulations of the regulator on the restructuring and backdoor restructuring, right? As long as the regulator relaxes the approval of the restructuring backdoor, the clean shell stock resources in the market will become quite scarce and have the conditions for hot speculation. ”

"In fact, in the past two days, the main funds in the market have also been hyped according to this path and ideas."

"As for the concept of 'mobile games', I think it should be about scale expansion and performance explosion, right?"

"No...... I think the concept of 'mobile game' is the strongest with the concept of 'reorganization', such as Hua Qingbao and Changqu Technology, which are really strong. ”

"It's still the strongest line of 'restructuring backdoor'."

"You look at the concept of today's daily limit stocks, including 'mobile games', 'film and television media', 'Apple industry chain', 'wearable devices' and the like, many of which have the concept of 'restructuring' in them, and the related stocks without the concept of 'restructuring' are obviously weaker."

"Reorganization, reorganization...... Next, just stare at this line! ”

In the discussion of retail investor groups, the main capital group at this moment, as well as many offline main capital exchange venues participating in market speculation.

Everyone is also passionate about today's market performance, and at the same time, there is a lot of emotion.

"Today's market performance, the hype path of the surface market, and the future market development path are becoming clearer and clearer, right?"

"Well, the market at the end of the market has fallen, showing an obvious sense of hierarchy."

"The line of 'Shanghai Free Trade Zone' is the weakest, after the large-scale withdrawal of large funds, even with the help of good market sentiment, it is also a weak rebound, and the basic follow-up can be completely abandoned;

"Then the hype of the 'shell resource concept', the hype of the restructuring concept, and the direction of the GEM, the hype of many popular concepts in the early stage ......"

"Among them, the concept of shell resources and restructuring is still the strongest."

"Of course, carrying recombinant genes, such as the 'mobile game' concept plate of the GEM, the 'film and television media' concept plate, and the core stocks related to the 'Apple industry chain' concept stocks, are also quite stable, and there should be a lot of upside in the follow-up, which can be relayed."

"I think the hype potential and continuity of the concepts of 'restructuring' and 'shell resources' are not as good as those core concept sectors of the Growth Enterprise Market and their related core concept stocks."

"Because of the hype of the concept of 'restructuring' and 'shell resources', there is a similar problem to the line of 'over-falling rebound', that is, they do not have a continuous expected expansion, and can only be hyped in the initial market expectation space, and then carry the gradually intensified emotions for speculation."

"That means they're not as hyped as they are."

"Also, the concept of 'restructuring' and 'shell resources' stocks, basically all hundreds of millions, billions of small caps, liquidity is very limited, coupled with the spread of emotions in this line, in the succession of 'restructuring backdoor' success stimulated, intensified too fast, the entire market on these two lines of chips, the willingness to lock positions, quite strong, and this shows that in the rapid advancement of the market, the exchange of chips will be seriously insufficient."

"As for how the market will evolve after the chip exchange is seriously insufficient, everyone should know in their hearts."

"Therefore, I think that the two lines of 'restructuring' and 'shell resources' hype are most likely to be a wave of market, and they will peak in 5 trading days at most."

"However, in the direction of the GEM that changes at the same time, it relies on the various conceptual hotspots of the 'mobile Internet'."

"Not only are its sectors and industry expectations constantly changing, but sentiment is evolving, and the exchange of chips is much more adequate than the two lines of 'restructuring' and 'shell resources'."

"Therefore, I judge that the market of relevant popular concept plates in the direction of the GEM should be able to go further."

"It seems...... Although the market trend is becoming more and more obvious, there are still great differences in the judgment of the main line of follow-up market speculation! ”

"The Dragon and Tiger list is about to be refreshed, look at Fortune Road, as well as other core and main funds in the market, which aspect will you focus on?"

"Yes, look at the selection of the core main force of the market."

"Today's trend of Hua Qingbao and Changqu Technology can be described as extraordinarily enchanting, I don't know if the funds of the main seal will still be the road of wealth?"

"There are also Huayi Brothers, LeTV, Fenda Technology, and Internet Speed Technology, which are popular stocks in the early stage, and they are also very strong today, almost a line of daily limit trends, and I don't know what the main force of these votes is?"

In the discussion room of all the big households, 5:30 p.m. arrived, and the dragon and tiger list was refreshed.

I saw that almost all of the stocks on the list are popular stocks that change frequently today.

Among them, such as Rongshun shares, Hilong Software, Huaqingbao, Changqu Technology, Huayi Brothers, Fenda Technology, Netspeed Technology, Huake Jincai, Shanghai Trade and other online lists.

And in these listed stock disclosure seats......

Fortune Road still occupies four seats, and all of them are on the buy list, among which the purchase amount of Fenda Technology, Netspeed Technology, Huayi Brothers, and Huake Jincai is more than 50 million, and at the same time, it is ...... There are institutional seats in Netspeed Technology, and Huayi Brothers has appeared in the 'CEFC Securities Yanjing Minghua Road' seats that have been closely following Fortune Road.

In addition to the Fortune Road on the list, Jiefang South Road is also on the list.

And judging from the disclosed data of the Dragon and Tiger List, the amount of funds bought in Jiefang South Road today is much more than that of Fortune Road, especially in the two stocks of Huaqingbao and Changqu Technology, the purchase volume of Jiefang South Road is more than 100 million, and two checks have bought a total of 273 million chips.

As for the stock that was pried open and then closed the Shanghai Trade Limit.

The Dragon and Tiger List shows that today's Demon Capital's 'Giant Whale Gang' is all out of the game, but the four linkage seats of the Shenzhen Stock Exchange have taken over.

Of course, what is particularly noteworthy is the buy two seats on the stock of Huayi Brothers.

That is the seat of the 'First Securities Company Shenzhen Huaxin Road Business Department', most people in the market know that this seat is the seat of Niu Sange Hongbin in the Shenzhen market tour capital circle, and this big guy does not often shoot, and the last time the dragon and tiger list was revealed was a year ago.

Seeing such data on the Dragon and Tiger List......

In the previous heated discussions and serious differences, the market investors and many offline large exchange venues, everyone's ideas about the market outlook began to converge rapidly.

"Fortune Road did not continue to increase its position on the line of 'restructuring' and 'shell resources' speculation, but followed up with a large increase in the popular concept stocks in the early stage of the GEM."

"It's not just Fortune Road, Jiefang South Road, Huaxin Road, but they have all appeared."

"There are also institutions, institutions are actually in the position of a new high in Internet speed technology, together with Fortune Road, continue to increase their positions and buy, I really didn't expect it."

What does this mean? It shows that the bigwigs in the market are optimistic about the market continuity of the popular concept plates related to the GEM, and they don't pay much attention to the two hot spots of 'restructuring' and 'shell resources'. ”

"The main thing is the problem I said before, the two hot spots of 'restructuring' and 'shell resources', the emotions are fermenting too fast, the funds in the market are seriously locked, and the chips can't be released, plus they are all small-cap stocks, with limited liquidity, and they can't support too much capital in and out, so the bigwigs can only choose the direction of the GEM to switch the main line market."

"There are also Hua Qingbao and Changqu Technology, which were dominated by Fortune Road yesterday, and today they are actually the dominant ones on Jiefang South Road, everyone shouldn't have thought of it, right?"

"It is estimated that the chief helmsman saw the motive of the wealth road, so he grabbed it in advance."

"Haha...... Judging from the data of the Dragon and Tiger List in the past two days, it is really rare to see Fortune Road being sniped! This ...... In the core hot hype of 'mobile games', the chips in the hands of Fortune Road should be far inferior to Jiefang South Road, right? ”

"The two are so crazy about scrambling, does it also show that there is still a lot of room for follow-up for the two stocks of Huaqingbao and Changqu Technology?"

"Quite possibly! Otherwise, why are Jiefang South Road and Fortune Road so scrambling? ”

"Haha...... Anyway, the data disclosed in today's Dragon and Tiger List is really clean, and the path of increasing positions and hype paths of the bigwigs has all been revealed. ”

"Yes, tomorrow's market, the concentration of the market should be stronger!"

"At the same time, other concepts such as 'over-falling rebound', 'restructuring', 'shell resources', ST plate shell' and other hot markets will also be more differentiated, right?"

"It should be, after all, the overall turnover of the market, under the condition that it cannot be expanded on a large scale, differentiation and concentration are inevitable."

"Let's go with the core main funds......"

In the whole market, the main group of investors is in heated discussions; In the major financial media hyped up the A-share market across the board, recalling the 'starting point of the bull market', the external market is still calm, and the regulators are also trying to blow the wind and call on institutions to enter the market.

After a night of emotional fermentation...... The market ushered in the next day of trading.

I saw that at 9:15, the two cities opened high across the board, and the popular stocks that were sought after by market funds yesterday all showed a relatively large increase, among which the most popular Hua Qingbao, Changqu Technology, Huayi Brothers, Rongshun shares, Hilong Software and other checks, but also appeared in the form of a word limit opening.

Of course, among them, there are also those that have surprised the whole market again.

That is, as a market demon stock of the Shanghai trade check, after yesterday's pry board failure, today's opening, once again by the market positions of investors collectively sold, there was a word down limit trend, the fourth consecutive down limit!

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