Su Yu pondered for a moment and said, "Maybe the funds will quickly attack the line of 'Internet finance'." ”

"The line of 'securities and venture capital' has been differentiated, but can the line of 'Internet finance' still rise?" Li Meng was a little puzzled, "The current hype logic of 'Internet finance' is worse than that of 'securities and venture capital'!" ”

"It's worse, but after all, it belongs to the 'finance' concept sector, doesn't it?" Su Yu said, "And this sector can also be connected with the 'mobile Internet', and there are ...... Although I don't know which share of funds is leading the speculation of this check, but at this time, the old demon came out, and it has a very great role in boosting and guiding other stocks in the same sector. ”

"In the morning, the funds from the 'securities, venture capital' to reduce positions and make profits."

"If you don't leave the market, you will find a relatively low-level plate to make an order."

"The seesaw effect between the GEM and the main board, at this time the market funds from all walks of life, should have been clearly felt, everyone also knows, the 'securities, venture capital' line, seriously bound to the Shanghai Index, this line into differentiation and adjustment, then the Shanghai Index is not easy to pull, but the pressure on the GEM index has been reduced."

"Therefore, this part of the funds that have not left the market will never choose the concept of the direction of the main board to do it."

"And the GEM direction is ......"

"The two main lines of 'mobile Internet' and 'smart phone industry chain' are very suppressed by potential negative effects, and really smart funds will definitely not do it."

"Therefore, if you choose and choose, there is a high probability that only the 'Internet finance' sector can do it."

Li Meng thought carefully about Su Yu's analysis before responding: "Speaking of which...... There is really some truth, but it is a pity that we have long been out of chips in the field of 'Internet finance'. ”

"The money in the market is endless." Su Yu smiled and said, "It is enough to grasp the main line market and make money with a high probability." ”

"Oh, yes......"

Su Yu paused, and then said: "How much did the two funds reduce their positions in total in the morning?" ”

"A total of 27 stocks were reduced, from the opening of the morning to the end of noon, according to your instructions, a total of more than 1 billion positions were reduced." Li Meng replied, "12 of the stocks are already in a state of liquidation. ”

"But ......"

Li Meng paused for a moment and continued: "We did not make much profit on the 12 stocks that have been cleared, only an average profit of 10%, which seriously underperformed the increase of the 'securities and venture capital' sector index. ”

"It's okay." Su Yu said, "These marginal concept stocks, just to diversify the position and buy, is not the main source of profit for our fund, can have an average of 10% profit, yes, the other 15 stocks that have been reduced, but have not yet been cleared, now the cost is very low, right?" ”

Li Meng glanced at the backstage and responded: "After the position reduction, the cost of our position in these 15 stocks is about 35% lower than the current market price, which is enough to deal with any sudden market risk and achieve a profitable exit." ”

"That's good!" Su Yu nodded with a smile and said, "Continue to sell in the afternoon, and at the same time, except for 'Oriental Venture, Oriental Securities, CEFC Securities, Huatong Securities, Shibei High-tech, Zhangjiang Hi-Tech, Zijiang Enterprise...... and other 12 core stocks, and the others can be reduced, and they can be reduced. ”

"The amount of funds we hold in our hands is too large, even if it is a large mainline concept market with abundant liquidity such as 'securities and venture capital', it is not easy to appear in a short period of time."

"So, we have to wait before the bad news of the resumption of IPOs in the market starts to diverge."

"By reducing positions and taking profits, the holding cost will be reduced to a point where it is lower than that of the vast majority of the main institutions holding positions in the market, so that we can grasp the complete initiative."

"Understood!" Li Meng responded.

Then, when the lunch time came, everyone took advantage of the break time to return to the trading room after eating.

I saw that on the market news, analysts from various brokerage institutions and public offering institutions were still enthusiastically singing about the market, shouting about the strategy of laying out the bull market.

The major stock network forums, communities, and retail investor groups are also optimistic.

Everyone didn't pay too much attention to the sharp dive in the morning, and they all thought that the afternoon market would easily take back the morning's diving.

After all, during this period of time, any diving in the index has been covered in subsequent market changes.

This has formed an inertial thinking in everyone's hearts, thinking that diving is not a big deal, and no matter how the index changes intraday, in the end, it is still a trend of new highs and new highs.

Even, in the meantime......

There have been many retail investors who have been yelling that 'any intraday sharp drop is a good opportunity to buy', and yelling 'financing follow-up, leverage'.

And just when this kind of investment sentiment continues to be hot, and the inertia of the market's investment thinking has been clearly formed.

Bull market expectations are already strong enough when they are strong.

The time reached 1 o'clock in the afternoon, and the two cities ushered in the second half of the trading time.

The 'venture capital, securities' sector, as well as the 'mobile Internet' and 'smartphone industry chain' related concept plates, all pushed forward, leading the Shanghai Index, the Shenzhen Index, and the ChiNext Index, within 10 minutes, they all broke through the 1.5% rise again.

However, the pure emotional riot was suppressed by the dark line of the imminent resumption of the market IPO.

It is not a substitute for huge incremental funds to continuously promote the index.

As a result, after a wave of emotional funds was consumed, the upward trend of the index was stagnant and fell back into a sideways shock.

At the same time, the rapid rise, the violent rebound of the 'mobile Internet' and 'smart phone industry chain' two early core main line of popular stocks, such as 'Hua Qingbao, Changqu Technology, Internet Speed Technology, Fenda Technology, LeTV', etc., rose by more than 5%, after touching the obvious selling pressure, it was not able to attract more followers to enter, and finally rushed up and down, and finally gathered up and down, and the popularity that finally gathered was also on the way to the stock price, and it was once again sluggish.

"It's poisonous, can't you pull it up?"

Seeing the rapid decline of a number of popular stocks in the early stage such as 'Hua Qingbao, Changqu Technology, Network Speed Technology, Fenda Technology, and LeTV', the main funds that follow the trend are extremely rare, and the retail investor groups who have followed the trend are extremely depressed.

"The main force of garbage, don't you dare to pull this? You have to wait for the 'securities, venture capital' sector, and then suck the funds over before you stop! ”

"What's special, it's all the main forces without a pattern, and no one dares to pull the price limit!"

"It's really unreasonable to keep underperforming the market, I knew it earlier...... Those who should chase 'securities and venture capital' are really the main force of waste, and they can't even catch up with a fraction of the wealth road. ”

"Hey, it's a pity that the current focus of Fortune Road is in the field of 'securities and venture capital'."

"These garbage main forces really deserve to lose money, the index is at a new high, Hua Qingbao has adjusted for several trading days, almost 20% of the range, and I still dare not pull it."

"It's not that you don't dare to pull, you didn't notice...... Is there no money to follow? ”

"Nonsense, if you don't pull the price limit, who will follow?"

"I just chased it in, I thought it was up and down, but I didn't expect it...... I was cheated again, I knew earlier, I wouldn't have sold Huatong Securities. ”

"It is still reliable in the securities and venture capital sectors, and the line of 'mobile Internet' and 'smart phone industry chain' seems to be ...... It's completely hopeless. ”

"The market has continued to rise, new highs every day, all of which have gone like this, in case of a major market adjustment, then it must not plummet? I can see that the market has been completely transferred to the securities and venture capital sectors, and it is a complete waste of time and money to spend here at this time. ”

The crowd is in discussion......

As if one is the other, the core concept of the gem, a large number of popular stocks rose and fell, in an instant, securities, venture capital concept plates, and restarted the upward trend, the plate rise, have climbed back to 5%, and has become the most popular in the market Huatong Securities stocks, once again gathered a huge flow of funds, once again try to punch the board.

At the same time, there was a riot in the 'Internet finance' sector.

Huake Jincai, Hengsheng Electronics, Great Wisdom, Flush, Oriental Wealth, Jinzheng Shares, Sunline Technology...... Nearly 10 stocks rose in a straight line.

"Huh...... The market has actually turned into the 'Internet finance' sector. ”

On the occasion of the large-scale riot of 'Internet finance', inside Yanjing, Anlan Fund, and in the trading room, Xie Wanting was surprised: "What is the reason, the market of the 'securities, venture capital' sector is differentiated, and the two main lines of 'mobile Internet' and 'smartphone industry chain' are pulled up, and finally this sector rushed out." ”

"Derivatives of the main line of 'securities and venture capital'." Beside Xie Wanting, Zhou Guohua said, "It is also a helpless choice for the funds that have been reduced from 'securities and venture capital' in the morning under the limited market turnover." ”

Xie Wanting pondered for a moment under Zhou Guohua's reminder, and finally understood: "The main line is differentiated, but the derived branch lines have spread, and today's market is going well...... It's really interesting. ”

"'Securities, venture capital' a large number of profit orders piled up, do not adjust in the intraday, with the current market active funds, there is no way to continue to go up." Zhou Guohua said, "And during this adjustment period, there is always a need for other branches to undertake the market and funds." ”

"In the entire market, only the 'financial' line has been recognized by all parties and the majority of retail investors."

"It's a pity that the volume of insurance and banks is larger than the securities sector, and with the amount of active funds in the current market, it is impossible to leverage, so ...... Funds choose to come and choose to go, and only the field of 'Internet finance', which has been speculated, is the most suitable to undertake the market situation at this moment. ”

"This field is backed by the main line of 'finance'."

"At the same time, the vast majority of stocks in the concept sector are small and medium-sized stocks, with limited circulation, and it is not difficult to pull them up."

"Moreover, it can be regarded as a bit of the concept of 'mobile Internet'."

"Pulling this field, whether it is chasing funds from the financial line, or thinking about the funds from the line of 'mobile Internet', it is not bad."

"However, it exists as a short-term market."

"When the intraday adjustment of the core main line of 'securities and venture capital' is completed, and the active funds from all walks of life converge to it again, the branch market of 'Internet finance' will have little support, so ...... Even though it rushed out at this moment, there was no continuity. ”

"Active funds from all walks of life are re-converging...... Xie Wanting muttered Zhou Guohua's words, paused, and asked, "Teacher thinks the line of 'securities and venture capital' can be taken to a higher level?" ”

Zhou Guohua nodded with a smile: "In the market speculation, differentiation is not the end, but the consistency of the explosion after differentiation is the key, and in terms of the time window of speculation, the current news of 'market IPO is about to restart' has not been completely clarified and spread, and the expected atmosphere of the bull market is strong, and the market turnover is growing slowly month-on-month, but after all, it is still growing month-on-month." ”

"In addition, the 'securities, venture capital' sector, except for this time, has not had any other performance throughout this year."

"On the contrary, it is in the core sector of adjustment every time, and before this speculation, whether the absolute or relative position of the stock price, it is the lowest sector area in the whole market."

"So, under the superposition of various expected shifts......"

"This kind of retaliatory rebound from a historical low position, if it does not really break out in a huge amount, touches the core area of solid hedging chips, and is not hit by sudden heavy bearishness, it can still maintain a relatively optimistic attitude and take a high look at its performance."

"If as expected, Fortune Road shouldn't have been sold on a large scale today, right?"

"But what do I think...... The plate in the morning was smashed by him. Xie Wanting said, "This guy rarely plays cards according to common sense, no one knows how many chips in the field of 'securities and venture capital' he has in his hands now, and even I suspect that his main positions have all been transferred to the line of 'securities and venture capital', just waiting to harvest these large institutions that take advantage of the IPO to issue benefits, blow out false bull market declarations, and pull the 'securities and venture capital' market on a large scale." ”

"Then wait for the Dragon and Tiger List to be revealed." Zhou Guohua smiled, "Although it doesn't play cards according to common sense, no one should be able to get along with profits, right?" ”

"Okay!" Xie Wanting's heart jumped.

It's rare that she and the teacher have completely different opinions, and now ...... She really wants to see if today's game is smashed by Fortune.

While the two were talking, the time had already passed 2 o'clock.

I saw that the market situation had completely changed from the opening of the afternoon.

The two main core concept stocks of 'mobile Internet' and 'smartphone industry chain', which had rebounded violently before, have now retracted 4 or 5 points from the highest point of the intraday, and have fluctuated sideways at the position of 1 or 2 points, and the main capital flow on the disk has once again shown a net outflow.

The concept of 'securities and venture capital' that was previously differentiated and adjusted, after a short rise of 5%, fell back at the moment, and continued to maintain a range of 3% to 4% increases, among which the core popular leading stocks, Huatong Securities failed to seal back, and the stock price rose again to around 6%.

Previously, it was completely abandoned by funds and fell sharply in the 'restructuring backdoor' related concept sector.

At this moment, it is still a comprehensive decline, and related core concept stocks almost cover the list of decliners in the two cities.

Unexpectedly, the 'Internet finance' sector that rushed out in the afternoon is still shining at the moment, and it has come from behind, surpassing the 'securities, venture capital' sector, and becoming the concept of the two cities leading the rise, and due to the drive of this sector, the gem refers to the 'mobile Internet' and 'smart phone industry chain' The two core main lines of the downturn have not fallen much, maintaining a sideways situation.

As for the 'big finance' field that has been slightly performed before, the insurance and banking sectors.

Now it has completely sunk down, and only maintains a slight red plate.

On the contrary, the 'big consumption' and 'big real estate' sectors have completed the relay of finance today, which is quite strong compared with the previous few trading days.

Finally, at 3 o'clock it was time to close.

Shanghai specified a price of 1.32%, compared with the highest point of the session, down more than 1.5%, but even if the decline is larger, it still stands at the 2400 point mark, maintaining a strong trend of continuous surge; The GEM was designated at 1.19%, standing above the 1370 mark and hitting a new all-time high.

For such a closing result......

The vast investor base in the market is actually not very satisfied.

Of course, everyone's dissatisfaction is not for the index, but for the "securities, venture capital", "mobile Internet", "smart phone industry chain" and other popular main lines of the market, as well as related core concept stocks, after all, these fields are the places where really active retail investors chase and gather on a large scale.

The money-making effect in these areas is not good, and even the money-losing effect is obvious, no matter how much the index rises.

Most retail investors who chase the market will naturally not be happy in their hearts.

However, even if everyone is not very satisfied with today's market trend, there are still great expectations and expectations for the future of the market outlook and the future of many main lines of the market.

At the same time, everyone is interested in the trend of the main capital of Fortune Road......

As for whether Fortune Road will continue to buy the core stocks of the concept of 'securities and venture capital' today, and whether there are two main core stocks of 'mobile Internet' and 'smart phone industry chain', they are also highly concerned and discussed, and they are looking forward to the refresh of the Dragon and Tiger list.

Finally, at half past five in the afternoon, the dragon and tiger list was refreshed.

Investors in the entire market, including many large institutional groups, have focused on the refreshed Dragon and Tiger list, but they have not found Fortune Road among the more than 20 stocks on the list.

"Locked up?"

Seeing the refreshed Dragon and Tiger List, Yanjing, and inside Shenhua Fund, fund manager Chang Li was very surprised: "I thought that you were leading Huatong Securities, but now I look at it...... It's me thinking too much! ”

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