In the expectation and speculation of everyone, 5:30 p.m. came, and the list of dragons and tigers was refreshed.

I saw that among the two main concept stocks of 'mobile Internet' and 'smartphone industry chain' on the list, Fortune Road did not appear, but the 'Mingzhou Jiefang South Road' on behalf of Zexi Investment and Xu Shen appeared on the sell list of several stocks, which attracted attention.

"Haha...... The road to wealth is not gone! ”

Seeing such data on the Dragon and Tiger List, most of the investors in the market who converged on these two main lines breathed a sigh of relief.

"It seems that on the two main lines of 'mobile Internet' and 'smart phone industry chain', the main funds in the market have indeed diverged."

"There is no fear of disagreement, and there is a market only when there is disagreement."

"Yes, from the perspective of the hype sentiment change process, the node of the divergence of the main funds will never be the top of the market."

"The helmsman is out, as long as the wealth road is not taken, then don't worry too much, after all, in the market of these two main lines, the 'wealth road' is the real Dinghai Shen Needle."

"As long as the wealth is there, the popularity is there!"

"It is good to wash the chips, which can also release more high-quality chips, and at the same time intensify the exchange of chips, which will also help the market form a stronger support platform here."

"That's the truth, the road to wealth has not come out, and today's tail panic is completely blind panic."

"Then tomorrow, it should be able to reverse the bag, right?"

"It's hard to say, although the wealth road is not out today, but today's market is going to the K-line, which is really ugly, and the index has indeed risen for ten consecutive trading days, and it is estimated that it will have to be adjusted before it can be on."

"Even if it's an adjustment, it's a benign adjustment, right?"

"That's for sure! Everyone has read the analysis post posted by the big guy of Fortune Road at the end of June, right? Then...... The big guy judged that the bull market was coming. ”

"If it's a benign adjustment, then I'll die."

"Don't they all say that a bull market needs to cover stocks to make a lot of money? Then I will also die, not afraid of fluctuations, and get the land is desolate! ”

"The appearance of the tombstone line means that the trend may reverse, not to mention that the amount can be quite small today, if it is adjusted...... I'm afraid the amplitude won't be low, but I don't think I'm too optimistic. ”

"Purely looking at the K-line pattern and analyzing the market through technical aspects, it's not very reliable, right?"

"If the trend continues, then today's line should be called 'immortal guidance'."

"Or have to look at the basic logic and macro fundamental analysis, 'mobile Internet' and 'smart phone industry chain' should be in the initial stage of the outbreak of the market, market demand and future growth potential, are still extremely huge, the current two main lines of the core concept stocks, although the short-term rise is a little too fast, but from the long-term thinking, I think...... Still no problem at all. ”

"And Fortune Lusu always said that there is a bull market, and I think the logic of the market bull market should also be valid."

"Then, if we analyze the concept bull stocks on these outlets according to the valuation system of the bull market, the stock price space will be even broader."

"Agree, high-quality chips are usually scarcer as the market rises."

"We can't ride a bull to find a cow, the two main lines of 'mobile Internet' and 'smart phone industry chain', as the core development industry in the emerging economic field, will definitely be able to give birth to a batch of ten-baggers, or even dozens of times, hundreds of bull stocks, and the current ...... Even Hua Qingbao, who has risen the most, has risen from the lowest position in history, and it is only 6 times the distance, and it is still far from 10 times, so there is no need to worry too much about it. ”

"There is also the fact that the current investment authority of the GEM has not been completely liberalized."

"Subsequently, if the authority to open the GEM is reduced and more investors pour in, the chips of many stocks will be more scarce, and their stock prices will definitely rise."

"Anyway...... In any way, I don't think it's going to be the top, there's going to be a huge risk. ”

"Then what is the logic of the helmsman's position reduction?"

"The helmsman has always been a short-term investor, right? Judging from the past operation methods of the helmsman, he doesn't care about any long-term investment logic at all, just speculation on stock prices. ”

"Hey...... I said that you don't need to analyze so much, as long as the wealth is not out, then just continue to take it. ”

"According to the previous announcement of the 'Yuhang No. 1' fund, the number of their positions on the two main lines of 'mobile Internet' and 'smartphone industry chain' is at least about 3 billion.

"Yes, yes...... Compared with the main force, we also have an advantage in small scattering, that is, the boat is small and easy to turn around! ”

Under the data of the Dragon and Tiger List, everyone is fiercely discussing......

At this moment, in the magic capital, inside Zexi Investment, in the trading room, Xu Shen carefully looked at the data of the listed stocks under the two main concepts of 'mobile Internet' and 'smartphone industry chain', but frowned: "The Mr. Su of 'Yuhang Investment' has not come out today, and there is no trace of trading, which is really strange!" ”

According to his inference, the other party should not be indifferent under today's market trend.

What's more, the other party's positions in these two main lines are heavier than the 'Zexi Investment' led by him.

"It's a bit surprising that Fortune Road didn't show up." Zhou Kan, who was on Xu Shen's side, was surprised for a moment, and also said, "This Mr. Su ...... It's really out of common sense! ”

"Not only did the wealth road not appear, but institutions also increased their positions." Xu Shen paused and said, "Could it be that the bull market is a lie, talking about it...... Are you serious? Or during the National Day, the market briefing led by the regulator really worked, bringing in a lot of institutional incremental funds? ”

"Not really!" Zhou Kan said, "Judging from the diving situation in the afternoon, on the surface of the market, although the mood is hot, the confidence is still very empty. ”

Xu Shen bowed slightly, then pondered for a while, and said: "Tomorrow, let's slow down and see the follow-up reaction of the market, wealth will not come out, and the market sentiment will most likely continue to stabilize. ”

Since his judgment and expectations have produced some deviations in the actual performance of the market.

Then you have to adjust it in time.

Of course, in terms of the overall investment strategy, he still firmly believes that in the short term, there will be no bull market, index trend trend, and will not continue upward for too long in the current position.

And as the two of them discussed the Dragon and Tiger List......

At this time, Yanjing, who had just finished the 'Future Investment' summit and called for some leaders of private equity and public offering institutions to enter the market, saw the scene of the 'Zexi Investment' that had participated in the meeting openly smashing and harvesting on a large scale on the Dragon and Tiger list, and suddenly felt a hot pain on his face, as if he had slapped people.

However, everyone didn't complain openly, but they felt a little uncomfortable in their hearts.

And I began to be impressed by this private equity firm.

"Mr. Xu's helmsman's ......" is discussing in the whole market, and when the undercurrent is surging, at this time, within the 'Yuhang Investment', Su Yu is also full of emotion for today's dragon and tiger list data, "The perception of trading ability and timing direction is extremely keen, but macro awareness, why didn't it keep up?" ”

At home, there is an underlying rule for whatever you do.

That is, we must take into account the overall situation.

But it is obvious that today's 'Mingzhou Jiefang South Road', that is, 'Zexi Investment', only thinks from its own perspective, and does not reflect the overall thinking.

In Su Yu's view, the reason why the regulators are so eager to speculate on the market, let the major securities and financial media advocate the bull market, attract all kinds of investors outside the market to enter the market, and even intervene in the market at the expense of window guidance, that is, the higher levels in the formulation of macroeconomic strategies, to the regulators to give a dead order, they need to open up the direct financing channels of the financial market within a certain period of time, so that finance, known as the 'bloodline' of the economy, can be completely active.

In other words......

It is that the regulator needs a wave of continuous trend market to accumulate sentiment and funds and restart the IPO.

This is the basic logic of his layout of IPO restart, and it is also the main basis for him to carefully reduce his position and avoid the Dragon and Tiger list.

Obviously, Xu Shen didn't expect this.

However, Su Yu carefully thought about Xu Shen's life experience in later generations, thinking about his performance in the second half of the upcoming big bull market, and when the big bull market ended in the future and the bull and bear changed again, what the other party did, and thought of the prison disaster he experienced in the end, he was relieved.

Everyone's trading thinking and way of looking at problems are different.

There are limitations on some issues, and it is also natural that there are limitations, after all, no one is perfect.

"Macro awareness?" Li Meng heard Su Yu's emotion, and he didn't understand it very much, and asked, "We are not a public offering institution, and we do not assume the responsibility of maintaining the market, so we are cautious, is it too ...... Careful? In my opinion...... Jiefang South Road, it's the same as our thoughts, and it's not a big problem, right? ”

Su Yu stared at Li Meng and said: "If you want to fish and harvest in this pond of A shares, in addition to the fishing technology, you also have to see whether the supervisor who supervises this fish pond allows it. ”

"Although 'Jiefang South Road' is at the current market node, reaping profits is also within the rules."

"But the supervisor is unhappy, and he will find you a small shoe to wear in the future, which will be uncomfortable, right?"

"The capital is small, the volume is small, and no one cares."

"But when the amount of capital is large and the market influence is also large, then to make money, in addition to ability, it is more important to pay attention to whether it can be earned, and whether it should be earned."

"The country's economic development is sustainable, and we are investors and entrepreneurs."

"In terms of making money and developing the company, we must also pay attention to a sustainable one."

"Taking into account the overall situation, although it is often an empty word, it can also be used as a talisman at a critical moment, and it can also determine the final future and fate of an enterprise and an individual."

"Okay!" Li Meng bowed slightly, although he still didn't agree with Su Yu's opinion in his heart, but he didn't continue to argue with Su Yu, but paused and changed the topic, "Today's 'restructuring backdoor' concept plate, there are 5 stocks on the Dragon and Tiger list, except for the Xinwei Group, which is a connected stock, the others ...... They were all newly speculated by the tour capital in today's intraday, what does Mr. Su think of this line? ”

"It's still a short-term speculation with the help of the mood of the 'Xinwei Group'." Su Yu said lightly, "This line, although it broke out today, is not sustainable, after all, 'Xinwei Group' has been 12 consecutive boards, and the market value has swelled to more than 50 billion, even if the emotional premium, there is really not much space." ”

"And the loss of the 'Xinwei Group' is a big banner of market sentiment speculation."

"The line of the concept of 'restructuring backdoor' simply cannot open up new space for speculation."

"In addition, the expectation of IPO restart, in the follow-up market interpretation, there will definitely be well-informed, or the discovery and mining of the main funds with a keen sense of the market, then the 'restructuring backdoor' will have little room for speculation and expectations under the expectation of IPO restart."

"So, although this concept is very popular at the moment, it is not suitable for participation."

"Let's just watch the show!"

"Okay!" Li Meng nodded seriously this time, agreeing very much.

When the two of them seriously talked about the continuation of the hype of the main concept of 'restructuring and backdoor', Xu Zhongji, the general manager, was full of excitement within the 'Minghui Capital' in Yuhang.

Because most of the positions of the main fund of 'Minghui Capital' are on the main line of the concept of 'restructuring backdoor'.

Today, the main line of this concept broke out in an all-round way, and the 12 consecutive boards of Xinwei Group exceeded expectations, which can be said to have made the net value of their two main funds under the company soar by almost 5%, refreshing a new high in the net value of the annual fund.

"Fortunately, we didn't chase the market of the two main concepts of 'mobile Internet' and 'smartphone industry chain'!" Xu Zhongji said with a smile, "Mr. Su of 'Yuhang Investment' is right, there is no shortage of opportunities in the market, and everyone's investment style is different, there is no need to chase market hotspots, as long as you can seize the opportunity that fits your investment style, you can also make huge profits." ”

"That's right!" Next to Xu Zhongji, Manager He, who was in charge of the 'Minghui No. 2' fund, was also in a very comfortable mood, and said with a smile, "Depending on the situation, the two lines of 'mobile Internet' and 'smartphone industry chain', the chip structure of core concept stocks, is gradually loosening. ”

"I guess it...... It's not far from peaking. ”

"According to today's market trend, it is obvious that the active funds in the post-holiday market have chosen the line of 'restructuring backdoor' to replace the decline of the two lines of 'mobile Internet' and 'smart phone industry chain'.

"If the landing point of the market is really the line of 'restructuring backdoor'......" Xu Zhongji laughed, "Then a few funds of our company, in the last two or three months of the year, I am afraid we will have to collect a big year-end red envelope!" ”

After the interpretation of the market in the third quarter, the current market sentiment and market have been completely heated up.

Retail investors, floating capital, and institutions are significantly more active than in the first half of the year.

So...... If the market is on the line of 'restructuring backdoor', then with the volume of active funds in the current market, this line has an average increase of at least 50%, and even the core concept stocks have more than doubled in the short term, which is not unusual.

And their main layout direction is this direction.

Once active funds in the market fully converge in the direction they expected, they will naturally make a lot of money as institutions that have long been deployed to seize opportunities and high-quality core stock chips.

"I hope so!" Manager He rubbed his hands, obviously unable to hide his excitement.

Xu Zhongji thought about it seriously and felt that if the next market really wanted to develop in the direction he expected, then the banner of 'Xinwei Group' could not fall, and it was best to open the board as late as possible.

After all, only this check continues to open up a higher market space and create a stronger money-making effect.

The hype of the tour capital in this direction will become more and more intense.

"No...... I need to give Mr. Su a call. After thinking about it carefully, Xu Zhongji said, "The internal latent main force of the 'Xinwei Group' is not only our Minghui Capital, at that time, Mr. Su's 'Yuhang No. 1' fund, in order to give us a sedan chair, was also heavily involved in this stock, if you want 'Xinwei Group' to continue to delay the opening of the board, you have to persuade Mr. Su to continue to lock up the position." ”

Thinking of this, Xu Zhongji did not hesitate.

Hurriedly took out his mobile phone, called Su Yu, and said with a smile: "Mr. Su, it seems that ...... The two of us have to work together. ”

"Xu always wants me to help lock up the Xinwei Group, right?"

Su Yu thought about it for a while, and then guessed the purpose of Xu Zhongji's call.

Xu Zhongji has seen Su Yu's ability to analyze the changes in the market, and there is no surprise that he can easily guess what he means, and continues to say with a smile: "That's what it means, the current Xinwei Group's stock, the two of us, should be the largest main capital in circulation, a lock-up, delay the opening of the Xinwei Group, whether it is for you or us, it is good, everyone can make more money." ”

Su Yu responded with a smile: "Mr. Xu is mainly afraid that the impact of our company's seats will be too great, once he goes all out of the position, and the seats appear on the list of dragons and tigers to sell, it will directly collapse the stock of Xinwei Group and the line of the concept of 'restructuring backdoor', right?" Yes...... One more day of lock-up, we can also make millions more, Mr. Xu's request, I have no reason not to agree, not to mention, Xinwei Group's backdoor 'Huachuang Xinting' investment opportunity, originally you told us. ”

"Then thank you Mr. Su." Xu Zhongji said happily, "Next time, invite Mr. Su to dinner." ”

Su Yu replied: "Eating is free, after all, this is also a mutually beneficial and win-win thing, it doesn't matter who helps whom, but ...... the line of 'restructuring and backdoor', the risks and hidden dangers still exist, and there is no logic of continuous promotion and transformation of expectations, and the market may not be able to last for a long time." ”

"Thank you Mr. Su for the reminder." Xu Zhongji said, "Next time, I will definitely invite Mr. Su to dinner." ”

After speaking, the two hung up the phone.

"Mr. Xu, how's it going?" Manager He asked a little nervously.

Nowadays, the impact of the seat of 'Yuhang Investment' Fortune Road has become an important consideration in market sentiment, especially for the stocks sold by Fortune Road.

If Fortune Road is unwilling to lock up positions with them, it will delay the pace of Xinwei Group's opening.

Then, relying on them alone, they can't stabilize the market of Xinwei Group at all, and they can't support the market of the main line of the concept of 'restructuring backdoor'.

Xu Zhongji replied with a smile: "There is no problem, the Su general manager of 'Yuhang Investment' has a lot of patterns, and there is no reason for him not to agree to mutual benefit and win-win things, but ......"

Xu Zhongji paused, and said: "He reminded me to pay attention to the risk of the 'restructuring backdoor' line, what do you think?" ”

"Risk?" Manager He was stunned, "I don't see any risks at present?" ”

In his opinion, the line of the concept of "restructuring backdoor" has only been reheated today, and the concept stocks, compared with the broader market, are still in a relatively low position, and the IPO is stagnant, and the demand for backdoor transactions for companies that want to be listed has always existed, that is to say, the underlying hype logic of the main line of this concept has always been there, what risks can there be?

He said a sentence of the expected logic of continuous advancement and transformation. Xu Zhongji muttered.

Subsequently, I thought carefully about the exchange scene with Su Yu in Yanjing a few days ago, and remembered the exchange summit of 'future investment'.

After a long while, he had a flash of inspiration and was shocked: "Impossible!" ”

"What...... What can't be? Manager He was still confused.

"If the market really moves like this...... That's really a wary one. Xu Zhongji didn't seem to hear Manager He's question, "Lao He, let's keep the position unchanged first, let's observe, observe, see how the market will go next, and see if the two popular main lines of 'mobile Internet' and 'smartphone industry chain' can continue to continue, if not, then let's increase our positions to follow up, if it can continue...... Then we have to be very careful. ”

"Xu always thinks that this is not the node where the market is high and low?" Manager He understood and asked.

Xu Zhongji was still thinking about Su Yu's words in his mind, waved his hand slightly, and said: "It's not this reason, but the more the market rises, the more dangerous we are!" ”

After speaking, he didn't wait for Manager He's reaction.

He walked out of the trading room and headed for the market intelligence analysis department.

With the collision and discussion of different views of various institutions, various floating capital, and various retail investor groups in the entire market, with everyone's continuous speculation about the trend of the 'wealth road'.

In the evening, the regulator still released a relatively clear positive signal.

Moreover, it is commendable that the stock market has been sunny for ten consecutive years, and the performance of the capital market has reproduced the hot investment market, and it was actually on the news broadcast at 7 o'clock in the evening.

So, for a while......

Originally, because the index rose and fell during the day, leaving an extremely ugly 'tombstone line', many investors who were obviously low in confidence in the market outlook began to surge with high morale and confidence, and at the same time, many potential investors who usually do not pay much attention to the stock market outside the market.

After seeing the news of the stock market's 'Ten Consecutive Suns' on the news broadcast, he was also ready to move.

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