In this kind of emotion that everyone is both anxious and expectant.

On October 9, the second day after the holiday, and the second trading day after the holiday, the three major indexes of the Shanghai Composite Index, the Shenzhen Composite Index and the ChiNext Index continued to open higher.

Among them, there are two main lines: 'mobile Internet' and 'smart phone industry chain'.

It is still an area where funds converge and market investors are vying to chase.

"I feel like the market sentiment is not hit by yesterday's market movement at all." Seeing the situation that the market was fully opened, at 9:17, inside 'Yuhang Investment', in the trading room, Li Meng said, "Hua Qingbao, Changqu Technology, LeTV, Huayi Brothers, Fenda Technology, Internet Speed Technology and other stocks, after yesterday's sharp rise and fall, opened today, all of them were stabilized, and there were no serious signs of capital smashing." ”

Su Yu bowed slightly, stared at the changes in the call bidding of the two cities, and said with emotion: "This is the power of the trend!" Under the extreme money-making effect, coupled with the intentional maintenance of the regulator, the market will not stop abruptly if the last incremental funds, emotions and expectations of the market are not exhausted. ”

"But without the basic logical support of the bull market, such a main rising wave ......"

"Once it comes to an end, the follow-up adjustment, the killing of market sentiment, and the blow to confidence, are also quite large, that is to say, how hot and aggressive the trend is at the moment, then...... The subsequent adjustments will be as drastic and difficult as they are. ”

"But the market is going this way, and the regulators continue to add fuel to the market."

"It's still very good for us."

"At least we don't have to worry about the liquidity problem when we reduce our positions, and the time period for reducing positions and taking profits should be shortened a lot."

"But if the market rises so much, the cost of building positions in the direction of securities and venture capital will also rise accordingly." Li Meng said, "The valuation level of the market as a whole has risen, and stocks that are in a low water mark and valuation depression will also be concerned by funds, or the relevant main funds will save themselves and passively pull up the stock prices of these stocks." ”

Su Yu smiled and said: "There is no such thing as the best of both worlds, and the rise in the cost of building a position has little impact on our overall investment strategy." ”

While the two were talking, the time had passed 9:20.

I saw that after the initial five-minute call auction time, the overall increase in the market did not drop much in the real call auction link.

'Mobile Internet' and 'Smartphone Industry Chain' are two main core concept stocks.

For the most part, they remain at a high opening range of 1%.

In addition to these two main lines, yesterday's comprehensive outbreak of the 'restructuring backdoor' concept, today is also continuing to perform, most of the concept stocks opened high, including several concept stocks of yesterday's limit, two of them appeared a word limit board trend, two of them opened higher than 7%.

As for the core flagship leading stocks, Xinwei Group continues to maintain a one-word board and has not increased its volume.

In addition to these two areas, yesterday afternoon, there was a clear positive 'potential Hengxin' check, in today's call auction, also showed an immeasurable one-word board trend, the stock price reached 9.74 yuan.

Immediately after that, 9:21, 9:22, 9:23......

With the passage of time, the trend of related popular concept stocks, as well as the overall market call auction trend, has become more and more intense, step by step, without any fall.

Finally, 9:25 a.m. arrived.

The Shanghai Composite Index opened higher at 0.53%, while the ChiNext Index opened 1.01% higher, regaining the 1,300-point mark.

"The trend pattern of the market is so strong!" In the face of such an exciting opening scene, within Yuhang Jingda Investment at this moment, even Mu Yao, who had been kicked out of the company's trading department by Gu Chijiang, couldn't help but sigh, "Brother-in-law, this should be a bull market, right?" ”

Gu Chijiang glared at him, and said angrily: "Do your own business, don't analyze blindly." ”

Taking advantage of the market in September and October, the net value of the company's fund, under the operation of Lin Tingzong, finally returned a mouthful of blood, and it was about to turn losses into profits, and Pengyuan Real Estate, due to the limited investment at the time of the issuance of the new fund of 'Yuhang Investment', as well as the excellent investment performance of their company during this period, the other party did not mention the full withdrawal of capital, which made him finally feel relieved.

"The trend pattern of the market is indeed very strong!" Lin Tingzong, who was promoted to the position of fund manager by Gu Chijiang, smiled and said with some spirit, "The emotional side, the capital side, and the attitude of the regulator ...... Everything is turning in an all-round way, and whether it is the index, the related hot sectors, the core hot stocks, whether it is its technical trend or fundamental trend, it is also improving across the board. ”

"From the end of September to now, it is clear that the trend is accelerating."

"Coupled with the peripheral market, the trend is also very good, maybe ...... The bull market is indeed here. ”

"Manager Lin's insights are still so unique." Mu Yao looked at Lin Tingzong, who was already the pillar of Jingda Investment in the eyes of his brother-in-law, gave a thumbs up, and continued to ask with a smile, "Does Manager Lin think that there will be new changes in the core main line market with the greatest market potential in the future?" ”

Lin Tingzong thought for a while and said: "It shouldn't be, the two main lines of 'mobile Internet' and 'smart phone industry chain' have gradually deepened their investment logic during this period of time, which has not only been widely recognized by market investors, but also from the perspective of industry fundamentals, or the development space and performance space of related core enterprises. ”

"I have a strong hunch......"

"In the future, these two main areas will come out with a batch of ten-fold or even dozens of times bull stocks."

"Ten times, dozens of times the bull stocks, and it's still a batch?" Mu Yao's heart was extremely shocked, "Manager Lin is right when he says this...... What a domineering! ”

And hearing this, Gu Chijiang on the side was also a little shocked.

"The explosive ability of the 'mobile Internet' has been initially reflected in the performance explosion of the 'mobile game' industry sector this year." Lin Tingzong continued, "And 'mobile games' are only a small sub-industry in the field of 'mobile Internet'. ”

"With the full improvement of 4G construction in the future, with the full popularization of smart phones."

"Compared with the current user group, the user group of the mobile Internet can be described as tenfold, hundredfold, and thousandfold explosive."

"Equipped with the carrier of 'smart phone', people's demand in the field of 'mobile Internet' is also infinitely expanded."

"For example, all the needs of the PC side now, with the support of the 4G network, can be transferred to smartphones in the future."

"Entertainment needs such as games, online videos, news forums, etc."

"Social, investing, and other work needs."

"According to the current 'smart phone' terminal functions and network development trends, they can be copied and realized."

"The infinite expansion of demand will naturally breed the overall expansion of profits."

"Therefore, in my opinion, the future of the two major conceptual areas of 'mobile Internet' and 'smart phone industry chain' is infinitely bright, and its core stock chips will become more and more scarce and precious, and regardless of whether the market has a bull market, I believe that the stocks in these two main areas can significantly outperform the market in the future."

"Originally, I just felt that there were some investment prospects in these two fields, and I didn't go too deep."

"But later, when I saw the 'Yuhang No. 1' fund position data released by the 'Yuhang Investment' company, I learned that the current major Internet companies and various primary market capitals have noticed the crazy layout of these two fields...... These two areas are definitely the investment opportunities with the greatest potential in the future market. ”

Speaking of which......

Lin Tingzong glanced at the time, looked at Gu Chijiang, and continued to say in a deep voice: "Mr. Gu, the trend of the market has significantly exceeded our expectations, we must take into account the situation that the bull market has come, and appropriately change our investment strategy." ”

"How do you want to change it?" Gu Chijiang asked.

Lin Tingzong said: "It is said that the bear market is heavy on quality, and the bull market is heavy on the trend, which is the same truth, and the current market potential is the largest, the most momentum, is the 'mobile Internet' and 'smart phone industry chain' The two main concepts of the main line, so ...... I would like to adjust the position structure of our company's fund to the positions of these two main concepts. ”

"Increase your position at a high level!" Gu Chijiang's heart jumped, and he hesitated.

Lin Tingzong continued: "From the perspective of a few months and half a year, at this time, the core concept stocks related to the two main lines of 'mobile Internet' and 'smart phone industry chain' must be absolutely high, but if the K-line is stretched and the future is looked at, according to the outbreak of the industry and the development space, here ...... It's still a significant bottom and chips are scarce. ”

"Even if we go back and look at ......"

"In August and September, Hua Qingbao, Changqu Technology, Fenda Technology, LeTV, Huake Jincai, these votes were adjusted violently, right? However, in less than a week after the market situation was reversed, they all reached new highs, recovering all the losses of the previous adjustment. ”

"Under the long-term logic, the truth that the market is strong is very strong."

"In the case of the continuous outbreak of the industry and the stronger and stronger future expectations, especially in the current regulatory layer is obviously stimulating market sentiment, and the increase of market investors is also increasing sharply on a large scale, these core stocks with solid logical support, popularity and emotion are not lacking at all, I am afraid it is difficult to have a sharp retracement in August and September, so that people can build positions safely, I am worried that the more we wait, the cost of wanting to participate in these two main lines of the market will be higher and higher."

Seeing Lin Tingzong's slightly excited look......

Gu Chijiang pondered for a while, thinking of the other party's point of view, in the recent period, it is indeed a perfect fit in the market, and the company's fund has brought huge profits, which should still have a considerable reference, and he thought of 'Yuhang Investment', a private equity institution that he prides himself as a rival, and the visible investment direction announced by it is indeed the two major areas of 'mobile Internet' and 'smartphone industry chain' mentioned by Lin Tingzong, and the current private equity institution does not have any trace of reducing its position.

So, after a slight hesitation, he nodded: "Okay, Lao Lin, according to your ideas, I also think that the market has been bearish for many years, and there should be a change." ”

"Are you optimistic?" Mu Yao heard the conversation between the two and was slightly surprised in his heart.

At the same time, there is also some excitement.

Although he was kicked out of the company's trading department by Gu Chijiang, he could still use his personal account to speculate in stocks, and the reason why he came over from time to time to inquire about the news was that he got closer to Lin Tingzong with great improvement, or wanted to get some information to facilitate himself to follow the trend and make money.

Therefore, at this moment, he heard that both of them continued to be optimistic about the direction of 'mobile Internet' and 'smartphone industry chain'.

Naturally, he sensed a huge opportunity to make money.

"New high, new high...... Mu Yao looked at the stocks that had officially opened for trading, and continued to charge to new highs in the intraday, such as 'Hua Qingbao, Changqu Technology, Fenda Technology, and Internet Speed Technology', and an impulse to gamble had surged in his heart, "The surname Lin, his understanding of the market is still very good, since he is so optimistic, it is really worth the leverage, haha...... With five times the leverage, I don't need to double the bull stocks, just double the price, and I can also create a 'wealth myth'. ”

Since he was taught a lesson by Su Yu, he has always held his breath in his heart.

Now, here's your chance...... He felt that he would definitely be able to take advantage of the bull market to create a new myth of wealth and profitability and suppress Su Yu's limelight.

With that in mind, he quickly walked out of the trading room.

Begin to contact the brokerage companies that have opened their own accounts, as well as over-the-counter funding institutions, and prepare to plunder the excess profits in the market in the bull market.

And just when Jingda Investment judged that the bull market was coming, it began to further change its investment strategy and make aggressive investments......

At this moment, many similar institutions in the market are also doing the same thing.

After all, the two main concepts of 'mobile Internet' and 'smart phone industry chain', the money-making effect that erupted is too tempting, and after in-depth analysis, in these two major areas, whether it is the development space of the industry, or the change of corporate fundamental expectations, it is indeed impeccable.

As a result, under the guidance of emotions, everyone is excited about the market trend.

The call for a bull market is getting more and more intense.

can only pinch their noses one after another, frantically chasing the core concept stocks of 'mobile Internet' and 'smart phone industry chain' that have been speculated several times at a high level, and many people, many institutions, are still anxiously buying at market prices, chasing stock prices, for fear that they will not be able to buy chips.

"It's crazy......"

Seeing that the opening was only half an hour, the two core mainline related concept plates of 'mobile Internet' and 'smartphone industry chain' sucked in more than 3 billion net inflows. ”

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