In his heart, he believes that the main capital of Fortune Road has always been just a market travel capital, and speculation in small-cap stocks and concept stocks may be good, but the core weight like 'big finance' is definitely not something that this kind of capital can dominate and speculate.

After all, in this field, all gathered are a series of super main funds such as public funds and state-owned institutions.

Compared with the large and super-large main institutions with a scale of billions, tens of billions, or even tens of billions, the amount of capital cannot play any role at all.

And usually......

Whether it is a sudden positive market or a sustained trend market, you capital will also avoid weighted stocks.

Therefore, he believes that it is completely miscalculated and very unwise for Fortune Road to chase securities and want to rely on emotional speculation and reap huge profits in the field of 'big finance', which has a rather complex internal chip structure.

"Chang, it's not a good thing to despise your opponent!"

Behind him, another middle-aged man, namely Shenhua Fund Company, Lin Zhaoye, director of the fund management office, said with a smile: "As far as I know, this wealth road capital is very good at capturing market opportunities. ”

"It depends on the main line investment opportunities analyzed from the news side of the market."

"As a result, countless main funds have been lurking on the line of the 'Shanghai Free Trade Zone' in advance, and they have reaped several times the windfall profits."

"Nowadays, the 'securities, venture capital' suddenly rioted, although the market generally thinks that the riot of these two major sectors is the basic logic of the bull market has been generally confirmed by the market, before the outbreak of the market, but carefully scrutinized, the collection of regulators has recently continuously released good news and stimulated the market, and it is also possible to guess the 'IPO restart' thing!"

"What if you guessed?" Chang Li, the product manager of Shenhua Blue Chip Preferred, who is known as 'Lao Chang', said lightly, "The previous positions of this fund are all on the two main lines of the core of the gem's 'mobile Internet' and 'smart phone industry chain'. ”

"And just ......"

Chang Li smiled and continued: "We can also use the influence of his seat to quickly increase our heavy stocks, so that more funds to follow his seat will pour in, so as to help us retreat safely." ”

"Bull market...... Let's live in the fantasy of a bull market! ”

"With the news of the 'IPO restart', after harvesting this wave, our company's main 'blue-chip preferred' product should be able to turn positive."

"The news of 'IPO restart' is negative for the market as a whole, and if we want to make full profits, we really have to take advantage of the fact that the news is not completely clear, and when the market sentiment is still hot, we can quickly raise the stock price of heavy positions in order to make the greatest profit." Lin Zhaoye nodded, "Fortune Road's funds, no matter what the motive is, it is also a good thing for us to catch up with them at present, after all, if you participate in the speculation, the market will ferment faster." ”

The two talked about ......

At this moment, a similar scene is also happening within many institutions that have large holdings in the field of 'securities and venture capital'.

Everyone is a little surprised by the rapid pursuit of the line of 'securities and venture capital' on the road to wealth, but there are surprises in addition to the surprise.

After all, everyone got the news that the market IPO was about to restart.

Quickly launch the 'securities, venture capital' market, for this main line of the market, whether other active funds in the market, will follow immediately, before the news officially comes out, whether the market can be speculated, give the news to profit and harvest space, has always maintained considerable doubts.

But now...... With the entry of the wealth road, the market investment sentiment will definitely ferment rapidly in this direction.

In this way, the problems they are worried about will no longer exist.

"With such an urgent transfer, how do you feel that in the past two days, the operation of the funds on Fortune Road has been substandard!" At a time when the institutions are each making their own calculations and want to use the news channel advantage of the 'market IPO restart' to harvest the wealth road and the vast number of retail investors in the follow-up market, in the Shenzhen market at this moment, within the Xinniu Fund Company, in the trading room, Mu Zhengxing, the trading team leader of the Manniu No. 1 Fund, couldn't help but complain after the review, "The line of 'securities and venture capital' should not last long, right?" ”

"Why is it substandard?"

Fund manager Fang Xinsheng heard Mu Zhengxing's complaint and couldn't help asking.

Mu Zhengxing didn't expect the manager to stand behind him, smiled slightly embarrassedly, and said: "It's too quick to reduce, and it's too urgent to chase, and the big money has been played into a retail operation mode of chasing up and down, and I feel that I am subject to the market everywhere and lag behind the market, so I feel that compared with the previous operation of Fortune Road, it is a little ...... It's not quite the same. ”

"Subject to the market, behind the market?" Fang Xinsheng smiled, "How do you know that what you see is not what people want you to see?" ”

"If the road to wealth is really as stupid as you say, kill when it falls, and chase it up when it rises."

"It's just a big number of retail investors."

"Then how could he create such a huge amount of wealth in a few months, and rely on his own strength to gather dozens or tens of billions of funds, so that 'Yuhang Investment' was established in less than half a year, and it became one of the tens of billions of private equity in China?"

"The Dragon and Tiger List is not only to look at with your eyes, but also to think with your heart."

"Furthermore, you said that the line of 'securities and venture capital' has no continuity, how do you judge it?"

"I said that the main hype line of 'securities and venture capital' has no continuity, mainly considering the total turnover of the current market." Mu Zhengxing pondered for a while and replied, "Today's market in the case of the full outbreak of 'securities and venture capital', not only did not continue to increase the volume, but the overall volume can shrink a lot, and it has shrunk back to less than 120 billion, which gives me a very bad premonition, after all, the volume comes first, there is no volume, where does the market come from?" ”

"As for the ...... of wealth"

"What the manager just said we saw is most likely what the other party wants us to see." Mu Zhengxing scratched his head, "What does this mean?" ”

Fang Xinsheng said: "The top market investors will use their trading seats to induce market sentiment and help them raise stock prices and shipments. Yesterday, Fortune Road was so urgent to sell positions on the two main lines of the market, "mobile Internet" and "smart phone industry chain", but today's Fortune Road has completely disappeared in the core concept stocks of these two main lines. ”

"We all know that the 'Yuhang No. 1' fund helmed by Fortune Road is at least 3 billion in these two main lines."

"If he wants to kill and reduce his position, how can he go out in one day?"

"Yesterday he was so anxious, and he did not hesitate to fall out of the market, and today the two main lines are obviously more sluggish, but he gave up continuing to reduce his position and take profit, do you think this is normal?"

"Yes...... It's weird! Mu Zhengxing nodded in response.

"Most of the wealth road was deliberately killed in such a hurry yesterday." Fang Xinsheng guessed, "And this also shows that he is on the two main lines of 'mobile Internet' and 'smartphone industry chain', I am afraid that he has been out of the game safely, has completed the profit harvest, and has no position...... Naturally, it will no longer appear on the Dragon and Tiger list! ”

"This ......" Mu Zhengxing's heart was extremely shaken, "this can't be, right?" When the 'Yuhang No. 1' fund announced its position data in September, on these two lines, there were more than 3 billion positions. ”

"After the National Day, how many times have you seen the two main core concept stocks of 'mobile Internet' and 'smart phone industry chain' on the Dragon and Tiger list?" Fang Xinsheng said, "I want to come now...... In the two main trends after the National Day, several popular stocks have deliberately staggered the disclosure conditions of the Dragon and Tiger List data many times, which should be the wealth road control, secretly reducing positions and taking profits. ”

"That's amazing......"

"Such a large amount of positions, silently, will go out, and it can also create an obvious illusion for the market."

"Let's talk about today's 'securities, venture capital' line."

Fang Xinsheng paused and continued: "You see that the wealth road is chasing urgently on the dragon and tiger list, in fact, it may be that this is a signal deliberately released by others, what is needed is the funds of all parties in the market, including retail investors, thinking that he is more optimistic in this direction and does not have many positions." ”

"In this way, the market of this line can ferment faster."

"Carefully link the movements of the wealth road that appeared on the dragon and tiger list in the past two days, think about it, this capital ...... It's really admirable, it's so smart. ”

"If my guess is correct......"

"Now the wealth road is on the line of 'securities and venture capital', which is definitely in a heavy position."

"This time, not only retail investors are going to be played, but I am afraid that in the field of 'securities and venture capital', the big institutions that do the market will also be ruthlessly harvested by this fund."

"It's a pity......"

Thinking of this, Fang Xinsheng couldn't help but sigh: "I also figured out these tricks after the disclosure of today's Dragon and Tiger List, and it's too late to do anything now." ”

"Original...... That's it! Mu Zhengxing was shocked in his heart and finally understood.

"But the road to wealth...... Why did you reduce the two main lines of 'mobile Internet' and 'smartphone industry chain' in advance and transfer them into the field of 'securities and venture capital'? Mu Zhengxing thought about it, and more questions surged in his heart, "How can he conclude in advance that the line of 'securities and venture capital' will take over the two main lines of 'mobile Internet' and 'smartphone industry chain'?" ”

Fang Xinsheng pondered for a while and said, "This question ...... I didn't figure it out either! ”

"Probably because of the market rumors that the IPO is going to restart." While the two were talking, Liu Xin, general manager and founder of Xinniu Fund Company, walked into the trading room, "I said that today's securities and venture capital riots are very weird...... It's greasy. ”

"IPO restart?" Fang Xinsheng showed a look of surprise on his face, "Where did Mr. Liu get the news?" ”

"It's coming from Yanjing." Liu Xin replied, "It's just that the current plan for 'IPO restart' is still under internal discussion, and the specific conclusion has not come out, but the restart plan will most likely be implemented, and it is ...... The news is clear, it should be just recently. ”

"No wonder, no wonder!" Fang Xinsheng sighed again and again.

For the series of position changes on the wealth road, I completely understand.

"I said, why is the regulator's attitude towards the market so aggressive recently." After Fang Xinsheng figured it out, he said, "It turns out that what has been followed has always been this core logic. ”

"The resumption of the IPO is a big negative for the market!" When Mu Zhengxing heard the news, he was also a little shocked, "In addition to the securities and venture capital fields that directly benefit, other sectors of the market should be affected, especially for market sentiment and confidence, which can be said to be collapsing." ”

"The GEM will bear the brunt of ......"

"After all, after the suspension of the IPO, the biggest benefit is the stocks listed on the GEM, in the past year, these stocks because of the scarcity, coupled with the restrictions on the backdoor restructuring of the GEM, the valuation has been higher than the overall market level, if the IPO restarts, the scarcity of the GEM stocks will be gone."

"And once there is no such scarcity, the overall valuation falls, adding to the emotional blow."

"I'm afraid it's the direction of the GEM, and it's going to plummet!"

"It's no wonder that Fortune Road has reduced its positions on a large scale when the two main lines of 'mobile Internet' and 'smartphone industry chain' are still breaking through like a rainbow."

"It's amazing to be able to perceive future changes in the market so long in advance."

"This person's market prediction ability is terrifying, isn't it?"

"It's not his predictive powers that are terrifying." Fang Xinsheng continued, "It's this person's ability to capture market information and analyze it, it's too strong, coupled with his excellent market trading ability and speculation ability...... In the financial trading market, it is really a humanoid money printing machine! ”

"Mr. Liu......"

After Fang Xinsheng sighed, he turned to look at Mr. Liu: "'Venture capital, securities', the direct beneficiary area of the IPO restart, has been speculated in advance, and the bearish is regarded as a good speculation, and the continuity of the market is unknown. ”

"If we follow up on a large scale in this area, the risk is not small."

"Even if you make a profit now, I'm afraid that in the end, it will be a problem to play safely."

"Then intervene in a small amount, the main position, in the next few trading days, or gradually withdraw, and reduce the overall position of our fund!" Liu Xin did not hesitate to order, "This kind of news-driven market, miss the opportunity, we will not have a good opportunity to intervene in heavy positions, this, I understand, since it is true that it can't catch up with the performance of the 'Yuhang No. 1' fund, then turn conservative and maintain a second, it's also good!" ”

He is actually very satisfied with the performance of this year's 'Manniu No. 1' fund.

Nowadays, the overall market has been at a turning point, since it is not possible to participate in the main line of the market, it is also a good strategy to retreat in time and maintain the profits in the early stage.

After all, he really couldn't ask Fang Xinsheng to achieve a performance like Fortune Road.

Because the real genius investors in the market can be met but not sought.

"Okay!" Fang Xinsheng responded, "My opinion is also to intervene in small positions and lower the overall position watermark of our fund." ”

While everyone was talking, Yuhang at this moment, inside Yuhang Investment Company, in the trading room.

After Li Meng checked the data of the Dragon and Tiger List, he saw that several institutions were on the list, and he was also a little surprised in his heart: "These institutions, today's attack is fiercer than ours, this is ...... The news of the resumption of IPOs in the market is almost clear, right? That's why it's so eager. ”

"It should be almost clear." Su Yu said, "Otherwise, today's market will not be like this." ”

"Fortunately, we adjusted our position quickly." Li Meng sighed, "Today's fire is ...... Many people should think that we don't have many positions in the field of 'securities and venture capital', and our main positions are still in the two main lines of 'mobile Internet' and 'smartphone industry chain', right? ”

Su Yu smiled and said: "It's so good, let's buy it tomorrow, the more urgent we buy, the more urgent they will be." ”

His seat is on the table today......

Su Yu estimates that as the core and main institutions in the field of 'big finance', they will definitely use the influence of his seat to do some things, and even after judging that his position in the field of 'securities and venture capital' is insufficient, they will continue this main line in the form of rapid pulling to lure him to continue to buy.

And it just so happened that Su Yu also wanted to use the funds of these main institutions to constantly pull plates and lift sedan chairs for himself.

Due to his early ambush, as well as his deliberate appearance on the Dragon and Tiger List yesterday and today, the main institutions that got inside information and were eager to pull the plate and harvest would not have realized it at all...... They themselves are not rentiers who really control the plate and sit in the sedan chair, but sedan chair drivers who carry the sedan chair for others.

"Is it still the main 'oriental' stocks?" Li Meng asked.

Su Yu nodded and said: "Yes, the stocks in this series are not only closely related to the theme, the chips are relatively clean, but also can be linked with the stock of 'Zhezhou Oriental'." ”

"Linkage with Zhejiang Dongfang?" Li Meng didn't understand a little, "Didn't you tell us to deliberately avoid this check?" ”

Su Yu said with a smile: "In terms of position, deliberately avoid it, but in terms of operation, you can make full use of this check." ”

"Last time, after meeting with Mr. Wu of Zhejiang Oriental Group, he expressed his demands, and I also mentioned him, looking at the trend of Zhejiang Oriental today, he should be prepared."

"He wants to cash out hundreds of millions more from the market to solve the cash flow dilemma of Zhejiang Oriental Group."

"Then we must take advantage of this round of good news to greatly increase the stock price of Zhejiang Dongfang."

"And with the hazy speculation of the market alone, it is basically unrealistic for the big plate of Zhezhou East to get out of at least 50% of the increase."

"So, I dare to conclude that this check will definitely have a new blockbuster release in the next two or three days."

"Thus further stimulating the stock price."

"We speculate on the 'Oriental system' stocks, which is to let the market follow the trend of various funds, form an inherent impression, and make full use of the 'Zhejiang Oriental' to release a blockbuster positive wind, and the stock price of several other Oriental stocks that we dominate the market will be speculated higher."

"Originally, I expected that the wind of IPO resumption in the market should not blow until early November."

"But I didn't expect the market to change and react faster than I expected."

"Now that the news of the 'market IPO restart' has been clarified, ...... This round of market is mostly a trend that comes and goes fast, and the continuity is not very strong. ”

"In this way, then we need to fully leverage the hype to raise the hype as high as possible."

"In this way, we can make more profits, and we can have enough profit cushions to face all emergencies and ensure that we can play safely."

"Got it!" Li Meng smiled, "This should be...... It's called borrowing strength, right? ”

Su Yu smiled and said, "Almost." ”

In this market layout, many institutions that want to use the news of 'IPO restart' to pull the 'securities and venture capital' sectors, speculate the market, and compete for the year-end performance ranking are sedan chair men;

Of course, Su Yu does not rule out that the market has smart money to see through his layout.

It's just a news-driven market, the error tolerance rate and the difficulty of operation are extremely high, and if there are really funds to keep up with his pace and follow the trend step by step, then he can only admire.

The two discussed for a while, and then Su Yu checked the traders' review records in turn.

Subsequently, when the investors of the whole network still had a hot and fierce discussion about his seat on the Dragon and Tiger List, he got off work with Li Meng.

And in the evening......

Sure enough, it was as Su Yu guessed.

Zhejiang Oriental released a good merger and acquisition, Wu Jinghao's privately held venture capital company, merged into a listed company, and announced the proposed merger of venture capital companies, the current investment of enterprises, including 5 companies, is in the listing queue, if not the market IPO suspended, according to the original listing progress, these 5 companies, has already achieved listing.

This good news from Zhejiang Oriental is not easy to understand for the majority of retail investors in the market.

But for those main funds who already know the inside news and know that the market IPO is about to restart, and see this good news from Zhejiang Dongfang, that is, like a cat that smells fishy, it instantly becomes excited and excited, and plans to rush to raise this stock as soon as the market opens tomorrow morning.

And the circulation of more than 7 billion yuan of this stock is also suitable for large funds in and out.

At the moment when Zhezhou Oriental Group announced a favorable situation and attracted heated discussions in the market, Su Yu's main Yuhang tour capital group also broke out in an extremely fierce debate.

One side believes that the core main line of the market is still on the GEM.

Because only the emerging economic fields of the GEM, namely the fields of 'mobile Internet' and 'smartphone industry chain', have sufficient space for future expectations and imagination, which can generate continuous speculation and lead the market to take a new step out of a complete bull market.

The other side believes that the ChiNext index deviates too much from the Shanghai Index, and the average valuation is more than double that of the main board.

Even if there is room for future expectations and imagination, it is difficult to rise again under the significant overdraft of valuations and expectations.

As a result, under this logical thinking, there is a huge disagreement about whether the field of 'securities and venture capital' that broke out today is sustainable or not, and whether there is speculation and follow-up value.

Of course, in this kind of controversy, there are also many group friends @Su Yu who want to hear his opinion.

Su Yu knew that his current influence was extremely inducing, and he couldn't speak casually, so he didn't see it, and silently watched everyone's quarrel.

And in the midst of this great disagreement, the next day, Friday, October 19, came.

There is no obvious positive and negative invasion of the market, so simply under the fermentation and continuation of yesterday's emotions, at 9:15, the two cities ushered in a call auction.

I saw that the related sectors of the concept of 'securities and venture capital' continued to open higher today after rising sharply yesterday.

GEM refers to the relevant weighted concept plates, and the related concepts of 'mobile Internet' and 'smartphone industry chain' opened slightly lower.

The concept of 'restructuring backdoor', in the case of yesterday's sharp fall, today's inertia opened low.

Other concepts such as the 'Shanghai Free Trade Zone', the 'Super Fall Rebound', the 'Super Brand' Concept, the 'Core Value Blue Chip' Concept, etc., all maintained a flat opening or a slight higher opening.

As for the core hot stocks in these concepts......

Xinwei Group opened 4.35% lower, Huaqingbao opened 1.12% lower, Changqu Technology opened 0.89% lower, Shanghai Sanmao opened 0.32% lower, Zhezhou Oriental one-word daily limit, more than 300,000 orders, Oriental Securities opened 4.11% higher, Oriental Venture opened 3.75% higher, Shibei High-tech opened 1.48%, CEFC Securities opened 0.56% higher, and Huatong Securities opened 0.69% higher.

Overall, the market continued yesterday's trend in the initial call auction situation.

The main concepts of 'mobile Internet', 'smartphone industry chain', and 'restructuring backdoor' have been obviously abandoned by the main funds, while the emerging concept of 'securities and venture capital' has ushered in the rush of many major funds.

"Zhezhou Oriental one-word limit, this is not scientific!"

Seeing the situation of the initial collective bidding between the two cities, Yu Hang, Jingda Investment, fund manager Lin Tingzong couldn't help frowning, and complained: "The company controlled by the chairman himself, and then sold to the listed company controlled by himself at a high price, is not a particularly high-quality asset, which is good?" Can it be worth a price limit, the value of 1.5 billion? ”

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