Zhou Guohua smiled and continued: "The outbreak of 'mobile Internet' and the comprehensive outbreak of the 'mobile game' industry are derived from '4G network' and 'smart terminal equipment'. ”

"Now, the basic construction of the 4G network has been completed, and the three major operators have initially launched 4G packages."

"The expectations in this field cannot be increased, after all, 5G is still too far away."

"But in the field of 'intelligent terminal equipment', at present, especially in China...... It is still in the first half of the full-scale outbreak, and the replacement tide of smartphones is spreading from the middle and high-end classes to the middle and low-end bottom, and the middle and low-end bottom groups are the real majority. ”

"Coupled with Apple, it has embarked on a new path for smart terminal devices."

"Companies in the same industry that are red at home and hot at their markets are full of ambition."

"In this way, under the vast domestic consumer group market, the real explosion of smartphone sales, I don't think it has fully arrived."

"So, in my opinion, the current market is in the field of 'smart terminal equipment'."

"In particular, the line of 'Apple industry chain' still has a very large potential for performance explosion and has a very bright future."

Xie Wanting listened to Zhou Guohua's words, pondered for a while, and greatly agreed in her heart, and said with a smile: "What does the teacher mean is that we avoid the hot spot of 'mobile games', avoid grabbing food in the same place as Fortune Road and Jiefang South Road, and break into the 'Apple industry chain' related stocks on a large scale, and grasp the initiative of this line?" ”

"Yes!" Zhou Guohua nodded and said, "Anjie Technology, O-film Technology, Goertek Acoustics, Xinwei Communication, Changying Precision, Fenda Technology, Crystal Optoelectronics...... In my opinion, the companies in the manufacturing industry chain of this series of intelligent terminal equipment are all high-quality and good stocks! ”

"It's just that the chips aren't cheap." Xie Wanting said, "The valuation is significantly more than double that of other manufacturing stocks, generally in 50 or 60 times PE." ”

"But according to the explosive demand in the industry, the performance growth rate of these companies is likely to be much higher than 50 or 60 percent." Zhou Guohua said with a smile, "In the industry that is extremely prosperous in the general direction of the future, the level of valuation is not the most important, if you blindly care about valuation, you will always lose a lot of important opportunities." ”

"Just like the current ......"

"Many institutions shouted that they couldn't understand the continuous hype of 'mobile games', and they couldn't understand why the valuations of the vast majority of the constituent stocks of the GEM were above 100 times PE."

"They all think that it is speculation and disrupting the normal order of the market."

"If we don't carefully analyze the industry, don't carefully study the possible performance of the company's future performance, and only judge the length by PE, then we will put the cart before the horse."

"Hmm!" Xie Wanting nodded, "Then follow what the teacher said!" ”

As soon as her words fell, the time reached 9:30, and the two markets had ushered in the moment of official bidding after a short suspension.

Saw......

Many funds are still attacking in the fields related to the 'mobile Internet' in the direction of 'restructuring and backdoor' and 'mobile Internet' in the direction of the GEM.

At 9:32, two minutes after the official opening, the three major indexes turned red from a slightly lower opening, and the market trading was still extremely active, and the willingness of funds to chase higher and follow the trend was also quite strong.

At 9:42, after fully consuming a wave of funds raised quickly, some of the profit disks piled up in the field began to take profit decisively.

At 9:47, the three major indices turned from red to green again and fell underwater.

At 9:51, the opening was strong, out of the three one-word board of Far Eastern shares, Rongshun shares opened, the entire 'restructuring backdoor' concept plate, as well as the associated ST plate, nearly 100 concept stocks, have obvious selling pressure, the disk is blocked, the stock price has fallen, the mood is declining, the disk is divided, very obvious.

At 9:57, at the time point near half an hour after the opening, this obvious profit-taking pressure spread to the entire market, almost these two trading days, the vast majority of stocks that have risen sharply have appeared to rise and fall, and there is a kind of upward trend has ended, and the trend has changed.

And at this point in time, there are signs of active funds in the market returning to the 'Shanghai Free Trade Zone'.

Like the Shanghai Stock Exchange, it has rebounded continuously from around the 8-point drop at the opening of the market in almost half an hour, and almost turned red.

Subsequently, when the time enters 10 o'clock.

The signs of differentiation and decline between the two cities are becoming more and more obvious.

The signs of recovery of stocks related to the 'Shanghai Free Trade Zone' are also becoming more and more obvious.

At 10:11, Shanghai Trade was smashed three or four times in a row, and finally turned red in the intraday, out of a relatively strong form, and other Waigaoqiao and Anxin Trust also rose from the low opening state at the opening to the 3-point rise range.

At 10:22, Hilong Software fell from a high opening to a decline of 3.5%, which further led to the sentiment of the 'restructuring backdoor' concept plate, causing more and more stocks to fall in this concept sector.

At 10:35, as the core concept of the gem's 'mobile game', it also fell significantly, Hua Qingbao and Changqu Technology's two 'mobile game' concept stocks, the most concerned popular stocks in the market, showed huge shocks, and the market diverged significantly.

At 10:43, the ChiNext Index and the Small and Medium-sized Board Index fell to 0.75%, while the Shanghai Composite Index remained near flat.

At 10:55, Huayi Brothers, the core stock of 'Film and Television Media', which had risen by 30% in three trading days, was smashed by profit-taking funds, and the board was exploded.

At 11:04, the ChiNext index and the small and medium-sized board index fell to 1%, and many popular concept plates that broke out yesterday showed a significant outflow of funds.

At 11:21, LeTV fell by more than 5%, sharply reversing the previous gains.

At 11:30 a.m., at the close of the lunch day......

The GEM index fell by 1.2%; The small and medium-sized board index fell more than the ChiNext index, reaching 1.63%; The Shanghai Composite Index fell by 0.48%, and the market reversed again today after two consecutive days of Shanghai weakness and deep strength.

The performance of the concept sector, and its individual stocks.

The concept of 'Shanghai Free Trade Zone' has rebounded and seems to have bottomed out in the short term; the concept of 'restructuring and backdoor' has dropped significantly, and even set off a wave of explosions when it is close to midday; and the related fields of 'mobile Internet' on the Growth Enterprise Market have also fallen significantly, and the divergence of the disk has increased significantly.

Among them, among the popular stocks, the Shanghai trade bottomed out and turned red, up 1.13%; Xinwei Group continued to shrink the daily limit; Rongshun shares were fried in the last minute near midday, up 8.89%; Hua Qingbao changed from rising to falling, down 2.11%; Huayi Brothers fried the board, up 7.89%......

Overall, the market as a whole continued its downward trend at the end of yesterday.

Strangled a group of floating capital and retail investors who chased the concept of 'restructuring backdoor' and the popular concept stocks of the Growth Enterprise Market.

At the same time, the entire market has also stepped out of a more obvious sense of hierarchy, with a few concept leaders maintaining a strong position and most concept stocks falling into adjustment.

And when the time came in the afternoon......

The performance of the market, compared to the morning, has completely reversed.

At 1:11, in the weakly adjusted market of the two cities, Anjie Technology, O-film Technology, Goertek Acoustics, Xinwei Communication, Changying Precision, Fenda Technology, Crystal Optoelectronics...... and other 'Apple industry chain' stocks encountered strong financial attacks, and the stock price rose sharply.

Subsequently, at 1:12, Fenda Technology rose again, and the stock price reached 44.58 yuan, which was one step away from the historical high set in the early stage, and the market value basically broke through the 7 billion mark without hindrance, and the declining market investment sentiment was saved.

Due to the drive of Fenda Technology......

At 1:14, the entire 'Apple industry chain' concept plate made further comprehensive changes, and its plate rose to become the first leading sector in the two cities.

At 1:18, under the expectation that the market determined that Fenda Technology would completely seal the price limit, continue to hit record highs and open new stock price heights, many of the core high-level popular stocks on the GEM that had been adjusted before also ushered in the attack of one main fund after another.

Then, at 1:23, Hua Qingbao and Changqu Technology jumped up from under the water, and the lightning turned red.

At 1:25, when the 'Apple industry chain' sector expanded and the concept of 'mobile game' was once again rushed by the main funds, the GEM index quickly turned red.

At 1:36, Huayi Brothers bought another 100 million-level large order, and the turnover continued to expand year-on-year.

At 1:47, stocks related to the concept of "Shanghai Free Trade Zone" once again rose and fell, forming an obvious seesaw effect with the rebound of the GEM.

At 1:53, the "Apple industry chain" concept plate rose to 3%, and the net inflow of the main funds in the sector exceeded 300 million.

At 2:01 a.m., as the clock entered the last hour of the session.

The GEM index completely recovered the diving decline in the morning, and the index reached a new intraday high, and has the momentum to continue to hit upward, and the increase is gradually approaching the 1% position.

At the same time, the "Apple Industry Chain" concept plate, the "mobile game" concept plate, the "film and television media" concept plate, and even the "Internet Finance" and other core concept plates of the Growth Enterprise Market have rebounded across the board.

At 2:11, the ChiNext index rose by 1%, and the index point returned to the 1180 position.

At 2:23, the active funds of the two cities further converged in the direction of the GEM, such as Huaqingbao, Changqu Technology, LeTV, Huayi Brothers, Anjie Technology, Xinwei Communication, Netspeed Technology, Huake Jincai, Flush, Oriental Fortune and a series of popular weighted stocks in the early stage, all of which were grabbed by many tens of millions of large orders, and the stock price continued to rise.

Of course, in this stage, the 'restructuring backdoor' related concepts and related concept stocks, which were as strong as the popular concepts related to the Growth Enterprise Market (GEM) before, also encountered the crazy smashing of profit orders in the morning, as well as related concept stocks, did not show a strong rebound trend.

Except for a few four or five core concept stocks, in the GEM rally, they recovered the decline of the morning dive.

The rest are relatively weak, almost recovering half of the decline in the morning dive, and then they lose momentum, continue to fluctuate, and cannot go up at all.

At 2:37, this phenomenon became more and more obvious, and the market evolved to further converge to the popular leading concept stocks and the core constituent stocks of the GEM.

Finally, at the close of 3 o'clock, the GEM index closed the highest point of the day at 1187.26 points, up 1.53%, to achieve three consecutive yang, K-line form, showing a bald head with a lower shadow of the large body yang line, and continue the rebound trend, there is a big impact of 1200 points, back to the momentum of the previous subversion.

In addition to the ChiNext index, the Shanghai Composite Index rose only 0.72% in the end, still significantly behind the ChiNext Index.

The small and medium-sized board index rose at 0.98%, which also lagged significantly behind the ChiNext index.

Concept sector, and its individual stocks.

Compared with yesterday, the concept of "Shanghai Free Trade Zone" and its stocks rebounded slightly, of which the Shanghai trade fell by 1.35%, and finally stabilized.

The concept of "restructuring backdoor" and its stocks, compared with yesterday, fell significantly, except for a few concept leaders such as Far East Shares, Xinwei Group, Rongshun Shares, etc., which still remain strong and survived, other ...... Basically, they all underperformed the index.

The concept of "pan-mobile Internet" and its stocks, compared with yesterday, the intensity of the outbreak is even worse, especially the "Apple industry chain" has come out, attracting a huge amount of capital to enter the market, carrying the banner of leading the rebound of the gem and its popular core stocks related to the gem, and continuing to open up the speculation space.

After closing......

The majority of investors are both surprised and pleased with the performance of the market today.

After all, before the afternoon market trend, few people could have guessed that the index would rise today, and it was even more difficult to foresee that the market would further concentrate in the direction of the GEM.

Of course, in the midst of countless surprises, everyone is also extremely curious about the majestic main capital that preemptively attacked the 'Apple industry chain' in the afternoon.

After all, if it weren't for the guidance of that fund, maybe the afternoon market would have plummeted.

And among these extremely curious people, Su Yu sat in the company's trading room, and after a brief review, he was also curious about the funds that attacked the 'Apple industry chain'.

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