"Hua Qingbao and Netspeed Technology continue to open low?"

Seeing the performance of the market at the time of the initial call auction of the two cities, in the main Yuhang tour capital group where Su Yu is located, some people couldn't help but wonder: "Why is the selling so heavy, it doesn't make sense?" Fortune Road is locked...... As a result, I didn't expect the trend to be so weak, and it was really hopeless! ”

"Not only Hua Qingbao and Netspeed Technology have sold off seriously, but many tickets have been opened lower than expected!"

"Xinwei Group also continues to open in the fall limit, although this check before 15 boards, it is indeed a bit overhyped, but now this adjustment is too intense, several trading days in a row, all kinds of funds entering the market, all buried!"

"The core main line is still on 'securities and venture capital'."

"It's because 'securities and venture capital' siphon too much active funds in the market, so other stocks that are not the core main line are a little under-under-under-stolen, right?"

"The line of 'restructuring backdoor' is particularly tragic, in addition to the successful reorganization of Rongshun shares with Sanqi online game company, the popular concept stocks that have been hyped in the early stage can be described as the total annihilation, I really don't understand...... How did this line break through and be collectively abandoned by all kinds of funds. ”

"It's because of the collective collapse of Xinwei, and other tickets can't open the space, so they all collapsed, right?"

"I think there are other reasons!"

"Non-core mainline stocks generally opened lower than expected, but today's core main line of 'securities and venture capital' has obviously opened a little beyond expectations."

"Zhezhou Oriental word board, Oriental entrepreneurship started to open 8.35% higher, Oriental Securities opened high at 7.12%, look at this ...... 'Oriental system' stocks, today will continue to deduce the tide of the limit, other 'Shibei High-tech, Zhangjiang Hi-Tech, Zijiang Enterprise' and other 'venture capital' concept stocks associated with the wealth road, are also high at more than 5%, all kinds of funds are very obvious, indeed some exceed expectations."

"There is also Huatong Securities, this weighted stock, yesterday's closure, in fact, is very reluctant, but I didn't expect today's initial opening, actually opened at a rise of more than 2.5%, which shows that the current market funds, for the 'securities, venture capital' line, is really full of confidence, the willingness to chase positions, extremely strong."

"Judging from the collective bidding sentiment and the general situation of the market in the two cities at this moment, in addition to the core mainline concept of stocks, the follow-up effect and money-making effect of other concepts of mainline stocks are extremely reluctant, and it seems that it is ...... Today, I can only select stocks in the field of 'securities and venture capital'. ”

"Originally, I still wanted to copy a little bit of Hua Qingbao, but now I look at it...... I had to give up. ”

"The market of Longhuitou is not easy to do, it is more reliable to chase the core hot spots, after all, the money-making effect of upward stocks is still much stronger than that of downward stocks."

"After several days of continuous adjustment, there has been no strong reversal, is it true that the market of the two popular main concepts in the early stage of 'mobile Internet' and 'smart phone industry chain' has really passed?"

"I don't know if it's been in the past, but the current market funds, so I chose it."

"Since the market funds have chosen so, then we only have to follow, after all, there is only one way to wealth, we can't lead the market, we can't change the market trend."

"Indeed, I have to say, it's still Mr. Su!"

"In this round of 'securities, venture capital' market, Mr. Su shouldn't have made any big gains, right? I feel that his position in this field is a little insufficient. ”

"It's hard to say, but what is currently showing is that it is indeed dominated by the funds of large institutions in the market."

"These big institutions and market super main funds, this time ...... Finally, on the hype line of 'securities and venture capital', I have won back a game! ”

"They previously denounced us for speculating and disrupting the market order, and the result was ...... Aren't they the same? ”

"It's still different, the market has intensified so quickly, and it is obviously even more ugly."

"Zhezhou Oriental, Oriental Securities, Oriental Venture, Shibei High-tech, Zhangjiang Hi-Tech, Zijiang Enterprise...... How to choose the priority of this batch of stocks? Which one is preferred? ”

"Zhezhou Dongfang is still immeasurable today, and it shouldn't be bought."

"It must be the priority of Oriental Securities and Oriental Entrepreneurship these two stocks, has been the current securities speculation leader, has been the direction of venture capital even the board change of hands leader, and there are wealth road to continue to buy the seat blessing, as long as the 'securities, venture capital' line is not completely collapsed, these two stocks should not be bad, I feel that within the five boards, as long as you can buy in, you should be able to make money."

"The plate of Oriental Securities is a little big, and the circulation plate is 10 billion, so Oriental Entrepreneurship should be able to go further, right?"

"It's hard to say, although the circulation of Oriental Securities is not small, but the current market sentiment is extremely hot, the circulation of 10 billion is not particularly large, in terms of the securities sector, it is still quite dominant, and ...... This number of circulating disks can just facilitate the entry and exit of the main funds of about 100 million yuan, and sometimes ...... Strong liquidity is also an advantage. ”

"Then get these two checks!"

"The increase in these two checks has surged to about 9%, and it is estimated that it is either the opening of the limit or the trend of opening seconds, and it may not be able to be bought."

"If you can't buy it, you can go to the three of 'Zhangjiang Hi-Tech, Shibei High-tech, and Zijiang Enterprise'."

"No one feels that today's 'securities, venture capital' line is very likely to rise and fall back and diverge? The market sentiment is on this line, and there is no way to enter! ”

"It is possible to differentiate, so we must choose the most core leading stocks!"

"If the line of 'securities and venture capital' is differentiated, then I think it can be tried to copy Hua Qingbao and Internet Speed Technology, after all, once the line of 'securities and venture capital' is differentiated, the funds will definitely return to the hot spots in the early stage, not to mention the two lines of ...... 'mobile Internet' and 'smart phone industry chain', the adjustment is deep enough."

"Why not copy the line of the concept of 'restructuring backdoor'? Compared with the two lines of 'mobile Internet' and 'smart phone industry chain', this line has been adjusted more deeply! ”

"The line of 'restructuring backdoor' has been abandoned too badly by funds, and the internal chip structure has been completely dissolved."

"It's safest to chase Oriental Securities and Oriental Entrepreneurship!"

While everyone was in the heat of discussion, the time had already crossed 9:20.

I saw that after a large number of funds were withdrawn, the call auction situation between the two cities, which entered the non-cancelable order link, has changed significantly from before.

In the field of 'securities and venture capital', more and more funds and follow-up investors are attracted.

The two major concept plates, the rise exceeded 2%, almost all the concept stocks during the period have achieved a high opening of the red plate, among which the core stocks, Zhezhou Oriental Infinite Board limit, Oriental Entrepreneurship continued to bid upward, but also swayed in the position of the price limit, Oriental Securities rose 8.67%, but also continued to rise in the bidding trend, Huatong Securities rose to 3.12%, CEFC Securities also broke through the 2% mark.

And due to the continuous strong performance of 'securities and venture capital'.

Today, in the "big finance" field of "insurance and banking", the other two major weights also have traces of capital entering the attack, and the sector rose by 0.67%, ranking in the forefront of the industry sector in the two cities.

In addition to 'securities, venture capital', and even 'big finance' related industry sectors and concept plates.

The performance of other industry sectors and concept sectors is relatively weak.

In particular, in the early stage of 'mobile Internet', 'smart phone industry chain', 'restructuring backdoor', and other popular mainline concept areas, the selling pressure and capital outflow are relatively obvious, and the related popular core stocks, except for a few stocks that have both the concept of 'financial' attributes, the other ...... All of them are more or less open low.

Overall, the call auction time performance from 9:15 to 9:20 a.m.

The market situation has the appearance of further concentration in the field of 'securities, venture capital', and even 'big finance'.

"I feel that market funds are intensifying the inflow into the 'securities and venture capital' sector, and the market is becoming more and more concentrated." At 9:21, in the internal trading room of Zexi Investment, Zhou Kan observed the disk and said, "Mr. Xu, such a situation...... It shows that the market's chasing sentiment for this main line of the market has reached its peak, right? ”

"That's right!" Xu Shen bowed slightly, "Emotions can't be entered, coupled with the fact that the line of 'securities and venture capital' broke out too fast, went too quickly, the chip structure was seriously unstable, and the profit plate was piled up too fast, it is estimated that today's ...... The market of this line will have a divergent trend of rising and falling. ”

"If there is a divergence in this line, the funds should return to the hot concept plate in the early stage, right?" Zhou Kan thought for a while and said, "The two core concepts of 'mobile Internet' and 'smartphone industry chain', which have been adjusted for several days, may have a strong chance of rebound." ”

"There is a negative suppression of the potential market of IPO restart, and I am afraid that there will be no opportunities for the core concepts such as 'mobile Internet' and 'smartphone industry chain' in the direction of the GEM." Xu Shen said, "When the active funds in the market diverge in the line of 'securities and venture capital', there may be a part of it that will return to the hot spots in the early stage, but this part of the funds ...... and does not have the ability to dominate the market. ”

"The current market sentiment seems to be extremely hot."

"In fact, the entire market has been hyped to the end, once the market expectations are reversed by the news of the IPO restart, and the underlying bull market logic of the 'securities and venture capital' skyrocketing is falsified, then the market adjustment should come."

"Then we ......," Zhou Kan paused, "Do we need to lower the fund's holdings to the lowest level?" ”

Xu thought about it for a while and said: "Our position is not high at present, and the positions on the main lines of the concepts of 'mobile Internet', 'smartphone industry chain', and 'restructuring backdoor' have basically been cleared. ”

"Let's keep a little bit of a dynamic position......"

"The hope of a comprehensive bull market, although very slim, but the index at this position, the probability of continuing another round of the big bear market is also very small."

"I estimate that even if the market falls into a correction after this wave of market speculation."

"It should also be back to the volatile market."

"In the volatile market, in fact, there is no shortage of opportunities to make money in the market, so ...... We don't have to be too pessimistic. ”

"It's really adjusted, it is estimated that the index will step back on the 2200 point position again!" Zhou Kan said, "Maybe it is possible to fall into the box oscillation range of 2000 to 2200 points, and it should be ...... How will it not fall below the 2,000-point mark, as for the GEM, if the market expectations completely change, I am afraid that the risk is far greater than the main board. ”

"After all, after the resumption of IPOs, stocks in the so-called emerging economic fields such as the Growth Enterprise Market are no longer scarce."

"In addition, since the beginning of this year, the growth rate of the GEM is much greater than that of the Shanghai Index, and the overall valuation of the GEM is almost 2 times higher than that of the main board."

"I feel that the difference in valuation between the two will eventually return to the same."

"In this way, market expectations will change, the valuation of the GEM will collapse, and the depth and breadth of adjustment will inevitably be much greater than that of the Shanghai Index."

"Not necessarily." Xu Shen said, "Although the overall valuation of several major main lines in the direction of the GEM is much higher than the average valuation of the market, the development imagination space of its future business scale and the future performance explosion space are still the most worthy of expectation in various industries and conceptual fields in the market." ”

"The so-called valuation collapse ......"

"In the end, it still has to come down to how to choose market funds and what kind of consensus expectations everyone has."

"Okay, after the market changes and investment strategy changes, wait for the market news to be clear, and the trend will reach that point!"

"At present, we still have to fall on the current market."

"Oriental Securities, Oriental Entrepreneurship, these two checks...... It has obviously become the core of the market, and the market of the line of "securities and venture capital" has the possibility of differentiation today, but the overall market has not reached the end, so ...... There are still huge speculative opportunities for leading stocks. ”

"Zhou Kan......"

Xu Shen paused and said: "While these two checks have not been completely sealed, directly the big single main seal to grab the chips, the three boards are fixed, the two checks have followed the trend, and the three boards are basically no suspense." ”

"That's how we buy it...... Didn't you carry a sedan chair for Fortune Road again? Zhou Kan frowned slightly.

But after he said this, he still did not hesitate to give the traders the order to buy the 'large order main seal'.

Xu Shen smiled and said: "As long as you can make money, it doesn't matter who carries the sedan chair to whom, in the line of 'securities and venture capital', these two checks have formed the trend of the core leader, which is in line with our trading logic, so it is natural for us to follow the trend and speculate." ”

"Transaction ......"

"At the end of the day, we're still dealing with the market, with the numbers."

"Therefore, the idea should sometimes be simple, just focus on the basic trading logic, strictly abide by the trading rules, and the rest...... However, it is all useless distracting information that can be ignored. ”

He has been in the A-share market for almost 10 years.

I have been down, I have succeeded, I have suffered huge losses, and I have made a lot of money......

Now, at the helm of 'Zexi Investment', with tens of billions of capital management rights in his hands, and with the top capital seats in the market, he is no longer so persistent in the battle of morale and fame in the industry.

"Okay!" Zhou Kan responded, put his gaze back on the plate again, and stopped talking.

And with the rush to buy with 'Zexi Investment'......

At 9:24, Oriental Venture and Oriental Securities both closed the price limit, of which Oriental Securities on the disk, the amount of matching documents can be from more than 40,000 hands to more than 80,000 hands in an instant.

Finally, at 9:25, the call auction between the two cities ended.

I saw that the Shanghai Composite Index opened 0.68% higher, re-standing at the 2400 mark, and the ChiNext index opened flat, and the index point was located at 1357.11.

The main line of concepts, plates, and individual stocks.

The main concept of 'securities and venture capital', related concept plates, still led the two cities, the securities sector opened up 2.36%, and the venture capital concept sector rose 1.93%.

Related core concept stocks, Zhezhou Oriental Infinite One-word limit, Oriental Securities set auction greatly increased the limit, but during the call auction, the turnover exceeded 100 million scale, Oriental Venture is also the opening of the limit, the entire call auction period, the turnover is about 19 million, and yesterday's call auction volume can be about the same.

Other ......

Shibei High-tech opened up 4.88%, Zhangjiang Hi-Tech opened up 3.96%, Zijiang Enterprise opened up 3.22%, Huaxin Securities opened up 3.17%, Huatong Securities opened up 2.86%, and CEFC Securities opened up 2.42%, basically ...... These core hot stocks, which were chased by funds on a large scale, outperformed the sector index and the broader market index, continuing the hot market situation in the first two days.

In addition to the core main line of 'securities and venture capital'.

The concepts of 'mobile Internet' and 'smartphone industry chain' in the direction of the GEM, as well as the concepts of 'over-falling rebound' and 'restructuring backdoor' in the direction of small and medium-sized board concept stocks, are relatively weak, and there is no sign of rebound or reversal after adjustment.

Among them, the core concept stocks......

Huaqingbao opened 1.33% lower, Netspeed Technology opened 1.89% lower, Changqu Technology opened 0.93% lower, Fenda Technology opened 0.77% lower, Xinwei Group finally opened the fall limit in the call auction, and finally opened 6.79% lower, while Hilong Software, which was previously speculated, still closed the fall limit and was at the top of the decline list in the two cities.

"Market conditions and funds have been further concentrated in the field of 'securities and venture capital'." Seeing such an opening situation, Yu Hang, inside the 'Yuhang Investment' company, in the trading room, Li Meng reported to Su Yu, "It seems that the market trend is ...... We are moving towards the results of our discussion last night, and the market divergence in the field of the main concept is expected to come soon, and we have to be ready to leave. ”

Su Yu bowed slightly: "The overall market is concentrated, the market of the line of 'securities and venture capital' is scattered, and today's 'insurance, bank' The two big guys have actually moved, as expected, there will be a wave of more violent high-level diving in the market today." ”

"According to this opening scene and emotional reaction......"

"Once the incremental funds in the market can't keep up, I'm afraid the market can only support one morning at most."

"The market has spread to the entire 'big finance' field, and with the current market, this little capital will not be able to lift it at all."

At present, in terms of the Shanghai market alone, the total turnover of a day is only about 60 billion, which is ...... It is very unrealistic to want to comprehensively stimulate big finance.

However, at this moment, the emotions have reached here.

And the 'securities, venture capital' sector, has been in advance of two or three consecutive trading days, 'insurance, banking', the two major financial sectors, if still motionless, the core 'securities, venture capital' sector, its upward height, will also be seriously restricted, and even the basic logic of the bull market of the entire market, will also face wavering.

Once the basic logic of the bull market is shaken, the overall expectation of the market will completely change.

Whether it is an index or an individual stock, it will not go up.

"So, the best time for us to get out of a position is during the morning trading hours, right?" Li Meng smiled and said, "Where to start minus?" ”

"From the stock pool where we have opened a position, it has not been focused on by funds, and the more marginal stocks have begun to decrease." Su Yu said, "During the differentiation of the main line market, the phenomenon of the stronger will be more vivid, and the gradual reduction of positions and take profits from weak to strong will help us maximize our profits." ”

From the time they opened their positions, the main line of the concept of 'securities and venture capital' has rioted to the present.

The average increase in the sector is close to 13%.

The more than 40 concept stocks they hold have reached an average increase of around 18% since the completion of the position, which can be regarded as the completion of the established investment profit target.

"Okay!" Li Meng answered and began to give orders.

Su Yu glanced at Li Meng, thought about it, and said: "Reducing positions is reducing positions, but you don't need to sell at the market price to continuously smash the market, differentiation is not equal to collapse, during the differentiation of the main line market, there is still no shortage of liquidity in this field, and I estimate that the news of 'market IPO restart' did not come out so quickly, and we still have a lot of time to harvest profits, so don't be too anxious, and at the same time ...... It is still necessary to avoid our seats, at this time, to appear on the list of dragons and tigers on a large scale. ”

"Hmm!" Li Meng nodded, "I understand that we don't have too many positions in these marginal small-cap concept stocks, and we will be careful with the current liquidity." ”

With that, she continued to relay instructions to the traders.

At this moment, with her order, the time quickly came to 9:30, and the two cities entered the official continuous bidding stage.

I saw that after 5 minutes of short-term emotional fermentation, the market situation was further extreme.

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