I saw that Fortune Road appeared in Oriental Securities, Oriental Ventures, Shibei High-tech, Zhangjiang Hi-Tech, and Zijiang Enterprises on the five 'securities, venture capital' concept stocks, and they were all on the buy list.

"I bought 43 million Oriental Securities, 28 million Oriental Ventures, 17 million Shibei High-tech and Zhangjiang Hi-Tech, and 9.4 million Zijiang Enterprises...... Fortune Road is still rapidly increasing positions in the field of 'securities and venture capital', and the market outlook is promising, and the market outlook is promising! ”

After the refresh of the Dragon and Tiger list, the discussion voices of major stock forums and communities in the market have become more and more intense and hot.

"Fortune Road continues to lock up positions in the two core stocks of 'Huaqingbao and Netspeed Technology', and Hengxin, which uses the potential bought by Fusheng Road, also continues to lock up, haha...... Exceeding expectations, exceeding expectations, Fortune Road continues to buy net, and the market will definitely rise sharply next Monday. ”

"Net buying, net buying, Fortune Road should be using the funds of the 'Yuhang No. 2' fund to increase positions, right?"

"Fortune Road in the 'mobile Internet' and 'smart phone industry chain' two gem core weight concept, in addition to the day before yesterday to reduce the wave, after the slightest move, and now Fortune Road is rapidly following up in the field of 'venture capital, securities', which should show that Fortune Road is firmly optimistic about the market, right? It also shows that the main line of follow-up market speculation that Fortune Road most agrees with is 'venture capital, securities', 'mobile Internet' and 'smart phone industry chain', after all, judging from the position data disclosed by Fortune Road before, as well as the recent market dragon and tiger list data, almost all the position chips of Fortune Road are in these three areas. ”

"I also feel that Fortune Road is using the funds of the 'Yuhang No. 2' fund to increase its position!"

"Whether it is or not, at least the wealth road continues to be net buying, which is good for the market, and it also shows that the current market is a bull market."

"It's good that I didn't follow the kill today!"

"There is a wealth road with the Dinghaishen needle, and I feel that next week, a number of core stocks of 'mobile Internet' and 'smart phone industry chain' that will be adjusted this week, such as 'Hua Qingbao and Internet Speed Technology', will definitely be able to reach new highs."

"Feelings today are not a point to reduce positions, but to increase positions!"

"It must be a point to increase positions, Hua Qingbao and Netspeed Technology are a good time to buy the bottom, after all, these two core stocks, the fundamentals have not changed, and the future expectations are still extremely strong, and it is a matter of time before they reach a new high."

"Before the Dragon and Tiger List came out, I thought it was a wealth road, but the result was ...... The road to wealth has not come out at all, if you look at it this way...... Next Monday, Hua Qingbao and Netspeed Technology will inevitably be reversed. ”

"There is also potential Hengxin, this check is really against the sky with the blessing of the seat of Fusheng Road."

"The line of 'securities and venture capital', I'm afraid the market will become more and more fierce next week, right? Oriental Securities and Oriental Entrepreneurship are on the third board on Monday, which should be a nail in the coffin. ”

"It's a pity that Huatong Securities doesn't have a dragon and tiger list, this core weight, today exploded close to 4 billion of energy, I suspect that Fortune Road is also a large amount of buy in this stock, after all, according to the amount of funds that Fortune Road is now trading, it is not enough for him to buy small-cap concept stocks alone."

"I also think that Huatong Securities is so strong today, there must be the blessing of wealth behind it."

"Fortune Road follows up in the field of 'securities and venture capital', and various institutions, judging from the list of dragons and tigers, are also following up in the field of 'securities and venture capital', which should be enough to show that the line of 'venture capital and securities' will be the core main line of market speculation in the next period of time, right?"

"That's for sure, there's no doubt about it!"

"It's all said that the core stocks of 'securities and venture capital', let's look at the doubling first."

"Netspeed Technology is also selling a large number of institutions today, and it is estimated that these institutions have come out, and they are also adding positions in the 'securities, venture capital' concept plate, so it seems that ...... Everyone now fully agrees with the main hype line of 'securities and venture capital'. ”

"Wealth Road and institutions are rapidly increasing their positions, and the various technical aspects of the index trend are very beautiful, there is no reason not to agree with the market of 'securities and venture capital'!"

"After all, 'securities' are the vanguard sector of the bull market......"

"The Shanghai Composite Index is below 2,500 points, and any buying behavior should not lose money."

"This round of market sentiment must have reversed."

"It's been 6 years of adjustment, and it's time to reverse."

"In the past 6 years of adjustment, I have lost 85%, and if I don't reverse, I will even lose the last principal."

"I hope that this round of 'securities' market can break out more violently than in 07, so ...... It can also give me a good mouthful of blood. ”

"The bull market is coming, I want to increase the leverage, and the risk should not be big if the leverage is below 2500 points, right?"

"The principal is full, the lever or forget it, I think you can take a look again, although the current market is indeed like a rainbow, but the increase in market turnover month-on-month is actually a little slow, and today the Shanghai Index has several round-trips to the 2400 point mark, and the final close still failed to stand, it feels like a hidden danger."

"The GEM index failed to hit a new closing high in the end, which is indeed a little unsatisfactory."

"You can wait and see, and wait for the opportunity on the right side of the market to become more and more obvious, but this time...... It's true that you can't keep a defensive strategy anymore, you have to add up your positions. ”

"Follow the path of fortune!"

"'Securities, venture capital' is a big concept sector, even if you are one day behind the wealth road, you should not miss too many opportunities."

"Yes, if you buy it on the road of wealth, I will buy it, and if you sell it, you will sell it!"

"In other words, will the regulator continue to release good news over the weekend? I think there are a lot of funds to rush to follow up at the end of today's intraday session. ”

"Regardless of whether it is good or not, at this time, the market sentiment is not bad, as long as there is no blockbuster negative blow, the index is driven by market sentiment, how can it rise by inertia, and as long as the rising trend can continue for another month, there should be a huge number of new investors entering the market."

"Let's hope it continues!"

"It will definitely continue, in fact, after so many years of bear market devastation, and the index continues to fluctuate between 2000 and 2500 points, many of the hedging chips at this stage have precipitated, and the upward pressure on the index at this stage is not large, plus the GEM index has hit a record high, and there is no pressure to trap the disk, so ...... On the whole, even if the increase in market turnover is somewhat slow, the market should be able to continue. ”

"The early stages of the bull market were hazy."

"Anyway, I think the market is already in a historically low range in this position, and after buying, even if the market changes and you can't make money, it is estimated that it will not be deep."

"So many years have passed, and after a while, I will buy it with a full warehouse, and you don't believe that you can still trap me?"

With the passage of time, the topic of Fortune Road continuing to increase its position and buy on the Dragon and Tiger list, the topic of conjecture about the market outlook, and the topic of the truth or falsehood of the bull market...... It has been a hot continue, and the mood of the majority of investors is still high-pitched and extremely excited.

And in the meantime......

Yu Hang, inside Jingda Investment, Mu Yao, who has a five-fold leverage heavy position in Huaqingbao, Changqu Technology, and Internet Speed Technology, is not very good-looking, and his heart is also extremely depressed.

His personal account, with the blessing of large financing leverage, went from a profit of more than 30 million to a loss of more than 30 million in only two days, and in the two days when he went from a huge profit to a huge loss, the market index also hit a new high in a row, which is for his self-confidence...... It was nothing short of devastating.

"Obviously, this guy from Fortune Road didn't sell it, and he fell so hard, it's unreasonable." Mu Yao stared at the plate that had long been frozen, and said resentfully, "When did this group of guys in the institution start chasing the rise and fall!" ”

"Hopefully it will be reversed next Monday......"

"Must be reversed!"

He said to himself in his heart: "The good is at the beginning, the index is at a new high, the market investment sentiment is so intense, and it has been adjusted for three consecutive days, why should we turn back and restart the upward trend, right?" ”

After 'Hua Qingbao, Internet Speed Technology', today's plunge.

His personal stock position account is already facing the risk liquidation line, if the two stocks come to a falling limit on Monday, his 50 million investment, under the 5 times leverage, will lose a dime, and he is now ...... Under the macro situation that has suffered a large loss, and the index is still at a new high, and the market is very good, let him ruthlessly take the initiative to unload the leverage and keep the last bit of principal, which he can't bear in his heart.

In fact, when the investor's gambler has a heart, even if there is a final retreat.

The vast majority of people, that will not look back.

After all, at this time, with the help of leverage, it is their most instinctive thought, in the full investment, and a large loss, the vast majority of people do not see the coffin, do not cry.

With Mu Yao's self-talk, at this time, Jingda Investment's core trading room.

Fund manager Lin Tingzong also frowned significantly after reviewing today's market trend and the data of the Dragon and Tiger List: "It's really strange, why are the institutions selling core stock chips such as 'Huaqingbao and Netspeed Technology' so urgently, and the line of the concept of 'restructuring backdoor', this fund is too ebbing, right?" Under this kind of market...... Xinwei Group was able to kill three falling limits in a row, which is incompatible with the hot market sentiment and market! ”

"Also, the line of 'securities and venture capital' has diverged too quickly."

"It's only the second day, and a full-scale outbreak has been formed, and I feel that there are obviously funds driving and dominating it, but Fortune Road is on today's list, and it has only bought a total of less than 150 million funds, which is more than half less than yesterday, which is abnormal...... It's abnormal! ”

"'Mobile Internet', 'smart phone industry chain', and 'restructuring backdoor', which are popular main concepts in the early stage, have indeed been very weak in the past few days." Next to Lin Tingzong, Gu Chijiang answered, "But in the market as a whole, there should be no big risks, right?" ”

"According to my previous judgment, I also think that the current market is in a state of full breakthrough." Lin Tingzong said, "But this afternoon's violent dive, as well as the data performance on the Dragon and Tiger list at the moment, make me start to be less convinced, I feel ...... Inside the market, there seems to be a potential risk shadow shrouded, restricting the entry of large funds and suppressing the upward movement of the market, but it is not clear where this risk shadow comes from and what it is? ”

"A gut feeling?" Gu Chijiang asked.

Lin Tingzong nodded and replied, "Yes, it's just an intuition. ”

"But we can't rely on pure intuition to adjust the macro operation strategy of the fund!" Gu Chijiang paused, "There has to be a reason and logic." ”

Lin Tingzong thought for a while and said: "The probability is that the market turnover has not been able to further expand, in recent days, the market is not on the GEM at all, we have completely set foot on the market, it is inevitable to be suspicious, I will take a look at the logic of the market, 'securities, venture capital' line, we are completely behind, the current is indeed not chasing, not chasing." ”

"Good!" Gu Chijiang responded.

Then he pondered for a while, and remembered that the problem of increasing positions on Fortune Road was not normal that Lin Tingzong said just now, and couldn't help but ask again: "Lao Lin, what do you mean when you just said that the action of the line of 'securities and venture capital' on Fortune Road is not normal?" What's wrong? ”

"The amount of money bought is not normal." Lin Tingzong said, "Yesterday, the purchase of Fortune Road was very urgent, and the amount of each stock bought was basically quite limital, but you see ...... today."

"I bought 43 million Oriental Securities, 28 million Oriental Ventures, 17 million in Shibei High-tech and Zhangjiang Hi-Tech, and only 9.4 million in Zijiang Enterprises.

"If Fortune Road is really eager to enter the market, it wants to snatch the chips in the field of 'securities and venture capital'."

"Then today, what appears on the Dragon and Tiger list will not be just this bit of buying volume."

"There is also the fact that Fortune Road has been completely silent in the past two days on the two main lines of 'mobile Internet' and 'smartphone industry chain' in the direction of the GEM, which is not normal."

"Obviously, on October 17th, Fortune Road reduced its position so decisively and urgently in the two main concepts of 'mobile Internet' and 'smartphone industry chain'...... In the past two days, the two main lines of 'mobile Internet' and 'smartphone industry chain' have not been ideal, completely underperforming the broader market index. ”

"Makes sense!" After Lin Tingzong's explanation, Gu Chijiang also understood where the contradiction was, and continued to ask, "Tell me about your guess." ”

Lin Tingzong nodded, pondered for a while, and then said, "I'm thinking...... Fortune Road has long been in the 'mobile Internet' and 'smart phone industry chain' on the two main lines, completed the profit harvest, the chips have been sold, October 17 that was sold, is the last chip of Fortune Road. ”

"I'm still thinking about ......"

"Previously, the 'Yuhang No. 1' fund announced its position data and net value in September, was it also deliberate?"

"Fortune Road has always been using the influence of its seat to provoke market sentiment and follow-up funds, so as to complete the speculation and profit harvesting in the best way."

"No one can predict the trend of the market in advance." Gu Chijiang said, "You said that Fortune Road has left the market ahead of schedule on the two main lines of the concept of 'mobile Internet' and 'smart phone industry chain', which is possible, after all, in many trading days after the National Day, many popular stocks of these two main lines are in large bursts, and they are not on the Dragon and Tiger list. ”

"But you said that when Mr. Su announced the net value of the 'Yuhang No. 1' fund in September, he was calculating how to harvest in this round of market, which is unlikely."

"After all, it was ...... at that time"

"No one would know that this round of market would break out to such an extent, and they would not know that the two main lines of 'mobile Internet' and 'smart phone industry chain' would be so violently speculated by the market around the National Day."

"You go on ......"

Gu Chijiang roughly guessed what Lin Tingzong's real concerns were, and said with a smile: "What do you think is the reason why the wealth road is on the line of 'securities and venture capital', and it is such a counterintuitive rhythm of increasing positions?" ”

"If my previous guess was correct...... Lin Tingzong said, "then the capital of Fortune Road should have been adjusting positions and exchanging shares to increase the chips in the field of 'securities and venture capital'...... I think that Fortune Road's position in the field of 'securities and venture capital' is by no means more than what we have shown and seen, and I even doubt it...... He has been heavily invested in this field, and the dragon and tiger list in the past two days has bought data, but it is also with the help of his seat influence to provoke market sentiment and follow-up funds, so that these investors can carry a sedan chair for him. ”

"But how can Fortune Road conclude in advance that when the two main lines of 'mobile Internet' and 'smart phone industry chain' are adjusted, the line of 'securities and venture capital' will explode?" Gu Chijiang was very puzzled and said, "The formation of a mainline market, as well as a full-scale outbreak, is not something that can be dominated by a single capital seat, which must be fully expected by the market in this regard, and the time, place, and people are all available, so that it is possible!" ”

"I can't figure it out either." Lin Tingzong said, "But this is the only reasonable explanation!" ”

"Oh, and ......"

Lin Tingzong thought for a while and continued: "In addition to the confusion of the main position movements of Fortune Road, the movements of the main institutions in the core of the market are also very strange. ”

"Netspeed Technology was hit by a large-scale sell-off of institutional funds today."

"Xinwei Group has fallen three times in a row, and the concept of 'restructuring and backdoor' has collapsed across the board, and even within this line, the stocks that were speculated in the early stage have been extremely heavy."

"It's not like a natural adjustment, it's more like there's something negative!"

"But the trend of the index, obviously still at a new high, market investment confidence, is still rapidly advancing, although the month-on-month increase in the turnover of the two cities is not as expected, but it is also healthy."

"This kind of almost polarized market performance is very strange in the bull market situation that everyone has already determined."

"That's why I said that I feel like the market is in the shadow of risk."

"Is the market good for the concept of 'restructuring backdoor'?" After listening to Lin Tingzong's analysis, Gu Chijiang pondered, "Is it to tighten the review standards for backdoor listings?" But if that's the case...... For the two main lines of 'mobile Internet' and 'smart phone industry chain', as well as the GEM, there is no impact! ”

Lin Tingzong said: "I can't guess for the time being, I just think that the current market trend may not be as optimistic as we think, and the follow-up ...... I'm afraid that the market will be repeated! ”

"So, your suggestion is...... Temporary deleveraging? Gu Chijiang asked.

Lin Tingzong was silent for a moment, and replied: "I think let's take a look at the news of the weekend first, if the news of the weekend is still like now, then we will reduce, the net value of our fund has finally returned to normal, and we would rather make less money and ...... slowly Step by step, you can't be radical thanks to it! ”

"Okay!" Gu Chijiang said, "Although I have reservations about the shadow of market risk you mentioned, there is a lack of confidence in the two main concepts of 'mobile Internet' and 'smartphone industry chain' at a high level. ”

"And if the wealth road is on these two main concepts, there is indeed no position."

"Then these two main lines, the hope of breaking through in a high position is even more slim."

"So, instead of that...... It's better to take advantage of the fact that we still have profits, reduce our positions and take profits first, and wait for the market trend to be clearer. ”

Lin Tingzong saw that Gu Chijiang agreed with his opinion after his own analysis and persuasion.

I couldn't help but breathe a sigh of relief.

And just when the two of them re-adjusted their investment strategies in response to the refreshed data of the Dragon and Tiger List, this moment ...... The regulator has once again released good news to the market, and various financial media and securities media have also spread all over the network about the sharp rise in the stock market and the news reports that are strongly bullish on the market outlook.

In the evening, U.S. stocks also continued to rise sharply at the open, which intensified market sentiment.

Subsequently, in the two days of the weekend, in the continuous fermentation of emotions, there were obvious signs of an increase in investors who paid attention to the stock market.

"Looking at the market sentiment, everyone's thoughts are intraday, and Monday's market index is estimated to have risen to the limit." On the weekend, in the evening, Li Meng was bored and refreshed the post on the stock forum, smiled, and said to Su Yu on the side, "The regulator is so aggressive, this wave ...... When the news of the IPO restart comes out, I'm afraid a lot of people will be buried! ”

"If you don't create this wave of market, the IPO can't be pushed out at all." Su Yu said, "In this respect, I don't blame them for being so aggressive. ”

Li Mengmeng thought for a while, nodded and said: "That's right, compared to reopening direct financing channels and restoring the hematopoietic function of the stock market, the sentiment and profit and loss of retail investors in the market are indeed not worth mentioning, and they are indeed objects that can be used." ”

"In fact, whether the IPO restarts or not is not the key factor that determines the direction of the market at all." Su Yu said, "This is just an emotional amplifier at most, the key ...... Or how to ease credit, let more funds enter the market, how to drive the market, create a continuous money-making effect, and attract the majority of retail investors. ”

"In the current market, there are only emerging economic fields driven by the two main lines of 'mobile Internet' and 'smart phone industry chain' that really have core logic and great imagination."

"But these two major areas currently account for a very limited proportion of the overall market volume."

"Even if these two main lines are pulled to the sky, it will be difficult to drive the entire market."

"Therefore, in order to create a continuous money-making effect, attract more retail investor groups to enter, thereby bringing more incremental funds and casting the real foundation of the bull market, the regulators, or the core main institutions of the market, I am afraid they have to do some important things in the direction of the main board."

"Do something important?" Li Meng was a little dazed, "What's the matter?" ”

Su Yu smiled and said: "Tell a story that can be sustained, after all, whether it is a tourist capital or a retail investor, I like to listen to stories the most, there is a story, there is room for imagination, and there is a sustainable expectation of the future, and as long as there is imagination and continuous expectations, the current substantive fundamentals and performance are not so important." ”

"This ...... Institutions and regulators, should be good at it. Li Meng smiled lightly, "Look at the news announced in the past two days, it doesn't hurt, but it seems that every one of them is good." ”

"No matter how good it is, this fire should be about to burn to the end." Su Yu said.

"Hmm!" Li Meng responded and continued, "I see that in the market, everyone's discussion of our institution, of course...... Mainly for you, the vast majority of people still think that our main position is still in the two main concepts of 'mobile Internet' and 'smart phone industry chain'. ”

"Naturally, they think so." Su Yu said, "If they all think that our main holdings have been adjusted to the field of 'securities and venture capital', it will be a bad thing, and the trading behavior that I deliberately exposed on the Dragon and Tiger list will be completely meaningless." ”

If the market generally speculates that their main positions, they have adjusted to the line of 'securities and venture capital'.

The concept of 'securities and venture capital', which is currently being hyped up, is afraid that it will soon usher in the large-scale sell-off of various super major institutions and the situation of profiteering and harvesting.

After all, the current line in the field of 'securities and venture capital' can still be so strong.

It is because the super main institutions that have got some inside information are attracting more follow-up funds to participate with the help of his seat on the wealth road and the behavior of continuing to chase positions, which will intensify the ability of funds in this field to follow the trend and the number of orders undertaken.

If the main funds of Fortune Road are completed, the fiery sentiment of retail investors following the trend will not be able to enter.

And without the support of core logic, the main line of the concept of 'securities and venture capital', which has been rapidly speculated, should naturally fall.

"When do you expect the news of the IPO restart to be clear?" Li Meng paused for a while and said, "The line of 'securities and venture capital' is so hyped up that it is estimated to last...... It won't be too long! ”

Su Yu thought for a while and replied: "Such a large-scale action by the main institutions in the market proves that the news of the 'IPO restart' has been determined internally, and the follow-up process should be announced to the market, and the timing is ...... It should be in the second half of next week! ”

"Shall we ...... It's time to act ahead. Li Meng said.

Su Yu bowed slightly, and responded: "Let's take a look at the market trend tomorrow, if we still hold it high, and the market expectations and emotions cannot be advanced, then we should really start withdrawing from the matter." ”

In this round of hype, Su Yu's expectations are not high.

As long as there is a profit of about 15% overall, he is satisfied.

According to the current market trend, in the two days since the outbreak of the 'securities and venture capital' line, the overall increase in its related sectors has exceeded 10%, which is not far from the 15% target.

What's more, the overall increase of more than a dozen stocks in their heavy positions has already exceeded 15%.

In this case, it is not difficult to achieve an overall return of 15% in this round of speculation.

"After this round of hype, what do you think about the investment plan in the future?" Li Meng asked, "After the news of the IPO restart is officially announced, the market sentiment will definitely reverse, coupled with the expectations, there is room for imagination of the major concept plates, has been hyped to a high level in advance, the mood collapsed, the profit plate surging out, the market may inevitably be a tragic adjustment, the follow-up market wants to repair again, I am afraid it will take a short time, we ...... How to lay it out? ”

Su Yu smiled and said, "This round of market has not passed, are you thinking about the next step?" ”

"Plan ahead!" Li Meng said, "People have no long-term concerns, but there must be near-term worries, right?" ”

Su Yu bowed his head slightly and said: "As you said, after this round of market, the market adjustment time may not be short, so ...... We adjusted the positions of the two funds to a low level, and slowly picked up high-quality chips and cheap chips when the market adjusted dramatically, as for the main direction, it is still the two major conceptual directions of 'mobile Internet' and 'smart phone industry chain', but the specific target, I am afraid you have to think about it carefully. ”

"Re-kill the two main concepts of 'mobile Internet' and 'smartphone industry chain'?" Li Meng was a little surprised, "Then I'm afraid we won't be able to pick up any high-quality and cheap chips, after all, these two main lines have been fried several times in a row this year, and the corners and corners, as long as there are expectations and imagination, they have all been fired." ”

"Not necessarily." Su Yu said, "In the macro main line, there is no shortage of bull stocks, since the 'mobile Internet' and 'smart phone industry chain' are already the strongest in the next two or three years, or even five years, the concept of the largest imagination space, it is worth digging deeper, repeated layout, investment...... It is in the general trend of macro development, in the strongest outlet, deep cultivation, after all...... Standing on the tuyere, even pigs can fly. ”

"But ......"

Su Yu paused, and said: "In addition to investment, we have to be more attentive to the training of traders, and there are still too few people in the company's trading team who can handle heavy responsibilities." ”

"Hmm!" Li Meng nodded, agreeing with this.

"Actually...... We can consider digging into the core talent of other companies. After a pause, Li Meng said, "Now our company has a lot of reputation in the industry, and if we let go of certain conditions, we should be able to attract a group of outstanding talents in the industry." ”

Speaking......

The two began to discuss the company's 'talent introduction plan' in detail.

In the end, after drawing up a rough plan, the two went to bed separately, and during this period, the discussion of the stock market in the major online stock forums in the market was still high.

In the midst of this kind of blazing fire, the market investment sentiment is extremely high.

Monday, October 22 is coming.

The time reached 9 o'clock, and the market has not yet opened, and in the hearts of the majority of market investors, the idea disk has risen to a limit, and the Shanghai Composite Index has begun to hit 2,500 points.

However, at 9:15 a.m., the two cities officially began to call for auctions.

The vast majority of stocks in the market did not open sharply higher as expected, only slightly rising, and the sell-off was obvious!

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