As for the concept sector related to the restart of the 'market IPO' that Su Yu is concerned about and intends to build a position, as well as its stocks.

At this moment, there is no performance.

Securities, banking, insurance and other large financial sectors, sinking to the bottom, still underperformed the broader market index, slightly higher; The venture capital concept sector is slightly better than the large financial sector, but it still underperforms the broader market index, and on the whole, it is ...... There is no active capital and main funds, focusing on these areas.

Of course, in addition to these two major areas, one hot and one cold.

There is also an area where the phenomenon of capital gathering and speculation is shown during the post-holiday call auction.

After all, since the resumption of trading, Xinwei Group has been 12 boards in a row, and the market value has directly exceeded 50 billion, which has significantly exceeded the market's expectations for this stock, and once again led to the changes in its related sectors and concept stocks.

Faced with such a situation of opening the two cities......

Whether they are on the market or outside the market, the majority of investors are happy and excited.

After all, the group holding positions, after spending a long National Day holiday, got off to a good start and got a holiday red envelope; However, if there is no position, or the pre-holiday position is not enough, the investor group who is anxious to enter the market, in the case of the index opening higher than 1%, also feels that they have picked it up, and they can enter the market more smoothly.

"The index is ten consecutive yang, the bull market is really coming!"

Some retail investors sighed excitedly in such an opening situation.

"The last time the index came out of the ten-day trend, it was in 07, right? Ha ha...... Thinking about it now, it's like a world away. ”

"The turnover of the two cities is enlarged year-on-year, and there are good things in and out of the market, and I also feel that the bull market is coming!"

"Yes, yes, the signal released by the regulator during the National Day is also quite clear."

"Before the holiday, all major institutions entered the market to grab funds, and the Shanghai Index also completely walked out of the big pit in June, standing at 2300 points, which does feel like a bull market."

"There must be a bull market, look at the gem, this year's increase has almost doubled!"

"Hey, I knew ...... earlier"

"Don't say anything, it's not too late."

"The two main lines of 'mobile Internet' and 'smart phone industry chain' are really fierce, and the related core stocks are really all the way to the north, and they will not pull back, and they will reach new highs every day!"

"Obviously, the driving core of this bull market is on the GEM."

"Can you still buy stocks like Hua Qingbao, Changqu Technology, and Fenda Technology? I've been looking at these stocks for a long time, and the more I look at them, the higher I look, and I really regret that I didn't start sooner. ”

"Sure, 'mobile games' are a huge investment outlet in the future."

"Yes, yes, haven't you seen Penguin, an Internet giant, start to cooperate with Hua Qingbao? The current market value of this check is only about 10 billion, and there is still a lot of space. ”

"Now Hua Qingbao's share price is still one line away from 80 yuan, look at it...... In the next two months, the stock price will definitely be able to catch up with Internet Speed Technology and become the most high-priced stock on the GEM. ”

"I am also optimistic about Hua Qingbao's stock price surpassing Netspeed Technology."

"After all, it is to take the bus of the goose factory, and stand on the tuyere of 'mobile games', and the performance has also shown a strong doubling outbreak state, so many good and future expectations, the stock price has increased by 10 times, becoming the first 10 times stock in the bull market, not too much, right?"

"The bear market is heavy on quality, the bull market is heavy, Hua Qingbao is 10 times expected, it's really not a joke."

"Not only Hua Qingbao, but also Changqu Technology, Fenda Technology, Netspeed Technology, Tianyu Information, and LeTV are all expected to be 10 times, right?"

"Looking at the position data released by 'Yuhang Investment' Fortune Road, they are also heavy here!"

"Yes, depending on the situation, Fortune Road is very optimistic about the two main lines of 'mobile Internet' and 'smart phone industry chain', and the entire 'Yuhang No. 1' fund's holdings, 75% of the weight, are on these two main lines."

"It's a pity that the 'Yuhang No. 1' fund is now closed to the position data and net value, otherwise it will be difficult to lose money if you follow the dynamic adjustment of the wealth road, right?"

"What do you think? How can there be such a good thing in the world! ”

"I still want to follow the dynamic rebalancing of Fortune Road, but is this possible?"

"There is no such thing as a free lunch, don't think about this kind of thing, actually...... As long as you know that Fortune Road is firmly optimistic about the two main lines of "mobile Internet" and "smart phone industry chain", it is enough, according to past experience, bull stocks will die, wealth can not be out, I do not come out! ”

"Yes, yes, the bear market will take a bite and leave, but the bull market is to cover stocks to make profits."

"I didn't say it, continue to chase the two main core stocks of 'mobile Internet' and 'smartphone industry chain', the bull market is coming...... The further back it goes, the more scarce the chips of core stocks will be. ”

Heated discussions among the broad investor community......

The 5-minute short pause time has passed quickly, and 9:30 a.m. arrived, and the market ushered in official trading.

As the absolute core hot main line of the market, the concept plates related to the "mobile Internet" and "smart phone industry chain", as well as the core concept stocks, have been attacked by various funds, such as Huaqingbao, Changqu Technology, Fenda Technology, Netspeed Technology, LeTV, Tianyu Information...... A number of stocks have increased sharply at the beginning of the session, rising in a straight line, and the trend of capital rush is very obvious.

And these core stocks moved.

Other stocks with the same concept and sector as them have also become the target of financial attacks.

"The trend of the disk is very strong!" After the opening of the market, the pattern of the pre-holiday scene was still continued, and the strong Hengqiang situation continued, when the interpretation continued, Zhou Kan, who had been promoted to the manager of the trading department within the magic capital and Zexi Investment, said with emotion, "It seems that during the National Day, Yanjing's 'future investment' briefing and exchange meeting still brought a catalytic effect to the already strong breakthrough market." ”

"Catalysis!" Xu Shen, who was beside Zhou Kan, muttered these words, couldn't help but smile, and said, "You call this catalytic, but I think it...... But it's pulling out the seedlings to help grow! ”

"Pulling out seedlings to help grow?" Zhou Kan was surprised, "Not really, right?" ”

Xu Shen pondered for a while and said: "When I was in Yanjing, I met with Mr. Su of Fortune Road, and he once said that the foundation of the bull market is based on the macroeconomic fundamentals, market confidence, and the capital brought by credit easing...... I strongly agree with all of this. ”

"At present, the regulator is guided through the window and through the overwhelming media publicity."

"Although a very positive market signal has been released, which has temporarily heated up the market and boosted a lot of market confidence, the essential macroeconomic fundamentals and the capital brought by credit easing have not kept up!"

"The three basic elements of the bull market, two of the three are missing, only market confidence, that is, the emotional side has risen slightly."

"Can this support a bull market? Isn't that a joke? ”

"So...... Mr. Xu thinks that this is just a rebound? Zhou Kan thought for a while and said, "This Mr. Su seems to be really powerful." ”

Xu Shen nodded and said: "Everything can't be done overnight, in June, the market was extremely pessimistic, and now ...... The market is extremely optimistic, all this is just a transformation of emotions, in essence, both the market capital and fundamentals, have not kept up. ”

"You take a look at the changes in the turnover of the market in the last one or two months."

"Although the turnover is much larger than the beginning of the year and the general turnover of three or four billion in the second quarter, there are obvious bottlenecks."

"That is, when it reaches the threshold of 100 billion, it will not be able to go up."

"It touched 110 billion several times, but it just couldn't stand firm and continue to expand."

"This shows the limit of the market's trading volume, that is, the degree of participation of active investors, is here, if the other two conditions cannot be changed, that is, the future expectations can not continue to improve, and there is no credit easing, more incremental funds into the market, then here, with a high probability, is the rebound high."

"In the call of the bull market everywhere, what we should do is not to continue to increase positions at a high level, but to reduce positions."

"Look at it......"

Xu Shen smiled and continued: "In this round, with the call of the regulator for a bull market, those who chase in, whether it is an institution or a large number of retail investors, are likely to stand guard at a high level. ”

"Once future expectations are lowered, everyone will find that the bull market is still in vain."

"Then the pendulum of the market will swing to the other extreme."

"At present, the core hot stocks of 'mobile Internet' and 'smart phone industry chain', which have been hyped to the double high point of the expected climax and emotional climax, are going to bury many people and cut them in half after the tide of sentiment and capital has ebbed in a large area...... I'm afraid it's the least adjustment! ”

"I just don't know, after the two main lines of 'mobile Internet' and 'smart phone industry chain' are extinguished, the next direction is ...... What is it? ”

Thinking of this, Xu Shen frowned slightly: "You say...... If it were the road to wealth, what would he choose? ”

"Mr. Xu, this problem is probably too difficult for me." Zhou Kan coughed dryly and said, "I'll follow your instructions and first reduce the position chips of the two hot main lines of 'mobile Internet' and 'smartphone industry chain' on a large scale, and lock in profits first." ”

He is not 'Fortune Road' Su Yu, nor can he be 'Fortune Road' Su Yu.

Therefore, he couldn't guess how the Fortune Road would be chosen.

But he knows that Fortune Road holds large-scale chips in the two hot main concepts of 'mobile Internet' and 'smartphone industry chain'.

Moreover, both companies have duplicate positions in many core hot stocks.

If the other party also holds the same idea of reducing positions and taking profits as their 'Zexi Investment', then in order to avoid the other party from rushing to the main line of speculation in the 'Shanghai Free Trade Zone' last time, they will be blinded in the market and lose their profits in vain, then they will ...... this time You can't hesitate, you have to be the first to rush!

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