"This scene is a little beyond expectations!"

Seeing the situation that the stocks in the two cities are generally high, in the trading room of the 'Yuhang Investment' company, Li Meng said with emotion: "Network Speed Technology, Fenda Technology, Changqu Technology, LeTV, Huayi Brothers...... This batch of popular stocks opened at a high rate of more than 3%, and the capital rush is quite obvious. ”

"A mobilization meeting should have a little effect." Su Yu chuckled, there was no surprise that the two cities opened comprehensively after the holiday, "Look at today's volume and energy, if the volume of relevant core sectors and core stocks cannot be further expanded, then the rebound market is here, it is really almost."

The market has been hyped up on the two lines of 'mobile Internet' and 'smartphone industry chain'.

Now......

The share prices of the major core hot stocks have reached a high level that far exceeds their current fundamental expectations.

I saw that the share price of Netspeed Technology has broken through 108 yuan, and the market value has reached around 21.6 billion, which is nearly 4 times higher than the stock price at the beginning of the year; Hua Qingbao's share price reached 80 yuan, and the market value also reached more than 10 billion, which was about 6 times higher than the stock price at the beginning of the year; The share price of Fenda Technology has also entered the 75 yuan mark, which has risen almost 6 times compared with the lowest price of the year; The share prices of LeTV and Huayi Brothers have rushed to more than 40 yuan, which is almost 4 times higher than the lowest stock price of the year; and other Changqu Technology, Tianyu Information, Anjie Technology, Xinwei Communication...... and other popular concept stocks, which have risen more than twice during the year.

Such a high degree of hype, in the case of hot emotions and incremental funds can keep up.

Maybe under the power of the trend, you can also speculate on the trend for a while.

However, if the market volume can not be enlarged again, after continuous speculation, the accumulated number of profit orders is piled up, and there is no new over-the-counter blockbuster stimulus, it will be difficult.

"Even so far, the upward trend of these stocks has exceeded our previous investment expectations." Li Meng said with satisfaction, "There is no regret about reaping the profits and withdrawing." ”

On these popular concept stocks, the main funds held by the company have made an average of two or three times the profit.

It can be said that it has made a lot of money.

At present, the investment expectation has been achieved, and there is no need to be greedy for the last profit.

Besides, according to the discussion between her and Su Yu two days ago, under the huge expectation of IPO restart in the market, the company's fund should also be deployed to the main concept of securities, venture capital and other main concepts involving IPO restart.

"That being said, if we want to take profit and take profit here, we still have to pay attention to the ways and methods." Su Yu said, "After all, the appearance can not be too ugly, the current seat of our institution's dragon and tiger list, the influence on market sentiment is not small, before the market trend is not completely reversed, even if you want to take profit out of the position, it can not be too drastic, and we must avoid the disclosure conditions of the dragon and tiger list, and we can not expose our motivation to the market in advance." ”

Just finished a meeting in Yanjing, if you turn your head, you will openly smash the plate and harvest.

Such an act deviates from the general direction hoped by the regulator, but it will bury many hidden dangers for the development of the company and his personal development.

After all, the domestic market, whether long or short, must pay attention to a policy that is in line with the general trend.

Otherwise, even if you temporarily reap profits in the market, in the future investment career, you will be manipulated by the regulators and try their best to make you spit out your profits.

Therefore, even if you want to reduce your position, you can't make a big deal at this time.

What's more, the layout direction of the concept of 'IPO restart' that Su Yu thought about shows a positive relationship with the market trend.

If, he is blatantly smashing the plate here, relying on his own influence.

Interrupted the rally that the market has not yet fully completed in advance.

Then, perhaps, the resumption of market IPOs will be shelved and delayed within the regulators, which will completely disrupt his strategic investment policy.

In other words......

At this time, if he openly smashes the market and goes out of the warehouse to harvest, he will smash it...... It's also his own plate.

"If you want to deliberately avoid the disclosure conditions of the Dragon and Tiger List......," Li Mengmeng thought for a while and said, "Then according to our nearly 4 billion positions, I am afraid that the time to completely take profits will be extended a lot, and it will take at least a week, and it may be possible to reduce our relevant positions in a total of 12 stocks on the two main lines of the concept of 'mobile Internet' and 'smartphone industry chain'." ”

"It's okay!" Su Yu said, "under the careful care and guidance of the regulator, whether it is an institution or a tour of capital, the smashing is not so ferocious, coupled with the expectation of the two lines of 'mobile Internet' and 'smart phone industry chain' is a long-term expectation, even if the short-term speculation is overdone, with the support of sufficient liquidity and hot sentiment, the stock price trend is not so fast, and the time window of about a week to reduce positions is completely possible for us." ”

In Su Yu's opinion......

'Mobile Internet' and 'Smartphone Industry Chain', the two main hype core hot stocks.

It is not a short-term speculation stock that relies on a sudden benefit, the vast majority of which are long-term upward speculation trends, such as Hua Qingbao and Changqu Technology, which have risen all the way, although they are dominated by floating capital, but they are also wave after wave trend, and the peak has been rising.

Such a trend of stocks has formed an inherent inertial thinking in the hearts of retail investors who follow the trend.

It is believed that after the adjustment, there will be a new high.

For the main institutions in the field, as long as they don't be greedy for the last little profits, or they also fall into the inertial thinking of retail investors following the trend, thinking that the stock price can rise to the sky, then ...... Usually, there is enough playing time.

"Okay!" Li Meng nodded.

Immediately afterwards, the relevant precautions for reducing positions were immediately conveyed to the traders of the 'Yuhang No. 1' fund.

......After conveying the relevant precautions, Li Meng paused and asked, "While we are reducing our positions and taking profit on the two main line stocks of 'mobile Internet' and 'smartphone industry chain', we should also build positions at the same time as the main line concept stocks related to 'IPO restart', right?" ”

Now, the amount of funds under management by the company is no longer the hundreds of millions of dollars it was a few months ago.

In the face of billions of capital rebalancing in and out, as well as the average turnover of 100 billion in the entire market, they need enough time to react whether they open or reduce positions.

Therefore, in terms of investment layout, we must be one step ahead of the market.

"That's how it should be!" Su Yu nodded, "While reducing positions, building positions and maintaining the dynamic balance of positions is the best way to adjust positions." ”

"Where's the subject?" Li Meng asked.

Su Yu thought for a while and said: "In terms of securities, choose the layout of the top brokerage companies, as well as the layout of brokerage companies with small circulation, such as CEFC Securities, Huatong Securities and Orient Securities. ”

"In terms of financial sectors such as banks and insurance, we select stocks that participate in and control venture capital companies."

"However, we should avoid this company in Zhezhou Dongfang, after all, we have been in contact with them before, and we need to prevent the suspicion of insider trading and stock price manipulation."

"Then the venture capital concept section ......"

"It is better to focus on pure venture capital companies that have not been hyped by the market before, such as Zhangjiang Hi-Tech, Shibei High-tech, Zijiang Enterprise, Oriental Venture, Wanqi Enterprise, Fudan Fuhua, Tuozhong Co., Ltd., Luxin Venture Capital, ...... and a series of stocks, as well as venture capital concept companies that are currently in the top 50 listed companies that are currently in the IPO queue for review. ”

Speaking of which......

Su Yu directly handed Li Meng the list of stocks that he had carefully thought about and sorted out, and continued: "Brokers, banks, insurance and other big financial concepts, as well as venture capital concepts, a total of 32 stocks, you can distribute them to traders according to these targets, and let them slowly build positions." ”

"Two funds, keep keeping the same position building?" Li Meng took the list of stocks in Su Yu's hand and asked.

Su Yu nodded and said, "Synchronization!" ”

"How to open a position, is it a balanced position?" Li Meng asked again.

"Let's build a position in echelon!" Su Yu thought for a while and said, "According to the 12 core stocks I draw, as the first echelon to open a position, in accordance with the principle of not causing violent fluctuations in the market, the principle of not exposing the seats, give priority to these 12 positions, within a week, you can buy as many chips as you want." ”

"A week later, that is, after we completed the initial reduction of the two main line concept stocks of 'mobile Internet' and 'smartphone industry chain', 32 stocks were bought in a balanced position, and all the funds we expected to invest were put into it before the announcement of the resumption of the IPO in the market."

"Okay, got it!" Li Meng nodded again and began to quickly distribute tasks.

And this time......

While the two were talking, the time had crossed from 9:15 to 9:25, and the two cities completed the call auction and officially ushered in the opening.

I saw that the Shanghai grid was designated at 2318.26 points, and the GEM designated grid was 1303.36 points.

The three major indexes, including the Shenzhen Index, opened higher by more than 0.5%, especially the ChiNext Index, which opened 0.86% higher, demonstrating the hot market investment sentiment.

and the concept sector, as well as individual stocks.

'Mobile Internet' and'Smartphone industry chain'The two main lines of speculation before the festival are still in the opening stage, leading the two cities, especially a number of popular stocks in the two main lines, such as Hua Qingbao, which is rumored to cooperate with Penguin to develop games, and Changqu Technology, which participated in the development of mobile games with a turnover of more than 10 million results, and Fenda Technology, which shouted out three years of 100 billion revenue and market value, and officially entered the smart TV, and will also cut into the smartphone market in the future, at this moment, have created their own record highs.

7017k