He originally thought that in the case of bull market expectations, which have been widely recognized by market investors.

Fortune Road will continue to increase its positions in the field of 'securities and venture capital', and even shift its main positions in the direction of the Growth Enterprise Market (GEM) to the core of 'securities and venture capital' in the direction of the Growth Enterprise Market (GEM) and the core line of 'smart phone industry chain'.

But I don't want Fortune Road to disappear completely today except for the first two trading days, when there were signs of eager buying.

Moreover, he was even more surprised......

It is Fortune Road that has not appeared again on the main line of the two GEM weight concepts of 'mobile Internet' and 'smartphone industry chain'.

"A big disappointment, huh?" Chang Li was beside him, Lin Zhaoye said with a smile.

"It's not a disappointment, it's just a bit of a surprise." Chang Li said, "The funds of Fortune Road did not continue to increase their positions in the line of 'securities and venture capital' on a large scale, which proves that this capital still has concerns about this main line market, but it ...... This fund is not out of the main line of the two concepts of "mobile Internet" and "smart phone industry chain" today, but it also shows that this fund's view of the market outlook is still optimistic, which also shows that the other party does not know the news that the market IPO is about to restart, otherwise...... He should be able to quickly escape from the two popular main lines of 'mobile Internet' and 'smartphone industry chain', as well as the entire GEM. ”

"As long as the news of the imminent resumption of the IPO in the market has not yet been clarified, it has not spread to the market."

"As long as the gem, small and medium-sized board, as well as 'mobile Internet', 'smart phone industry chain', 'restructuring backdoor' and other popular main line concepts in the early stage, under the suppression of this hidden heavy negative news, can not go out of any continuous market, as long as the line of 'securities, entrepreneurship', under the influence of the 'bull market expectations' on the surface of the market, and the internal 'IPO restart expectations', continue to rise."

"I'm not afraid that the other party will follow up with a large-scale rebalancing."

"After all, in a mood of total optimism, on the surface...... Relatively clear expected performance. ”

"At this stage, the core concept of 'securities and venture capital' stock chips is quite scarce high-quality chips, and they can be regarded as tickets to the outbreak of the bull market."

"Actually...... Even if the wealth road does not continue to follow up, the line of 'securities and venture capital' is hyped here, and it can be regarded as a success. Lin Zhaoye said, "Beforehand, everyone just wanted to use the news of the 'market IPO restart' to pry this main line, more or less before the news came out, take advantage of the market's still hot mood, harvest a little profit, and make up for everyone's weight stocks this year, comprehensively underperforming the performance of the ChiNext Index, and even the Shanghai Index, as well as losses, did not expect at all...... This accidental fire can burn to this point, pushing the entire market sentiment to the climax stage of 'comprehensive bull market expectations'. ”

"Now, everyone is very satisfied with the performance of this line."

"That's why there was a clear divergence today, with a lot of profit-taking orders coming out, because at this stage...... There are many institutions that accept it when they see it. ”

"Where is this?" Chang Li is very disdainful of the main funds of today's intraday profit harvest, "with the current 'securities, venture capital' sector index, but it can only fill the huge hole of the wave of tragic continuous plunge in May and June, and the annual increase of the plate has just turned positive, and even the Shanghai Index is far from catching up, let alone the GEM index, and the market is ...... It has only come to the first differentiation, and it is still far from the real peak, these institutions...... At this time, I began to pull my hind legs, and I wanted to settle in the bag to make a little money, which was really not a bit of a pattern. ”

"And ......"

Chang Li paused and continued: "Even if the news of the resumption of the market IPO is officially announced, the news will be substantially good for the line of 'securities and venture capital', and the time will ...... In order to avoid risks, funds in the entire market will also pour into 'securities and venture capital', which will benefit from the resumption of IPOs. ”

"In the final analysis, regardless of whether the news is announced or not, the line of 'securities and venture capital' is at the current time node."

"It is the most suitable main line of speculation in the market, and it is also the field where active funds in the market will inevitably gather."

"Some people ...... I have long been tormented by the market. Lin Zhaoye said, "no matter how good it is, in the hard future logical expectations, for them, are only worth a rebound, and now the 'securities, venture capital' sector has risen by more than 10%, and there has been the first divergence adjustment, these people are in a hurry to come out, anxious to settle in the pocket, it is also reasonable, in comparison...... The confidence of retail investors in the market is ten times stronger than theirs. ”

"Hey, singing long and short, there will never be a future."

Chang Li sighed lightly, and couldn't help but complain about the 'these people' that Lin Zhaoye said.

And as the two talked......

At this moment, inside the Anlan Fund in Yanjing, Xie Wanting was also surprised after seeing the data of the Dragon and Tiger List refreshed today.

"Sure enough, the position was locked." Xie Wanting turned her head to look at Zhou Guohua, "Teacher, you guessed right!" ”

Zhou Guohua laughed and said: "If according to your guess, Fortune Road has been lurking here on a large scale long before the outbreak of the line of 'securities and venture capital', locking up positions today, not buying or selling, is the most in line with his interests, and it is also in line with the market trend of today's market differentiation." ”

"Indeed!" Xie Wanting nodded, "In addition to his lock-up on the line of 'securities and venture capital', he is also not seen in the two core areas of the gem weight of 'mobile Internet' and 'smartphone industry chain' today, which should also confirm my guess that he has already reduced his position and completed the conjecture of taking profit in these two main lines, but it is only ......."

Xie Wanting paused and continued: "According to the large amount of funds in his hand, if he intervenes in the line of 'securities and venture capital' on a large scale in advance, then ...... In addition to the core stocks in this line, he must have also diversified into other concept stocks with more liquidity. ”

"Because that's the only way ......"

"With such a large amount of funds, he can complete the opening of a position in a short period of time, without causing violent fluctuations in the market and without being noticeably noticed by the majority of the main funds in the market."

"What do you mean...... Is it possible that he deliberately avoided the Dragon and Tiger list today? Zhou Guohua looked at Xie Wanting in a slightly surprised manner, "Good conjecture, but what about the evidence?" ”

Xie Wanting pondered for a moment and said: "I naturally don't have exact evidence, but today's 'securities, venture capital' line is diving at a high level, and there is a large amount of volume, many non-core stocks, there are a huge number of main sell orders, and all the intraday funds are showing a large outflow, I think it is obviously abnormal." ”

"As the teacher said......"

"If it is not firm, and the main force of the institution that is eager to exchange profits is taking profits sharply and reducing positions."

"That'...... How to explain the obvious correlation between those related concept stocks that obviously have no institutional positions, and the time range of selling activities is basically the same? ”

Saying that, Xie Wanting ...... on the computer interface

circled those stocks that she thought were obviously abnormal.

Then, he continued: "I don't believe that the retail investor group in the intraday can sell such a large number of concentrated orders, and it can also be linked with multiple stocks in the same time period." ”

"Moreover, I have just carefully reviewed these stocks that are moving a lot today."

"It was found that in the month before the outbreak of the main hype line of 'securities and venture capital', as well as in the past few trading days after the outbreak, there were few traces of large-scale main funds and concentrated entry."

"And the wealth road, that is, the means and ways and methods of 'Yuhang Investment', the general manager of Su, I have learned in the stock of Waigaoqiao."

"Teacher looks at ...... carefully"

"These stocks, between October 9 and October 16 after the National Day, have a relatively obvious state of volume amplification, but there is no obvious change in the stock price, and at that time, the line of 'securities, venture capital', and the various conceptual sectors where these stocks are located, are unpopular areas in the market."

"At that time, the core main funds of the market, it can be said that all of them converged on the core hot stocks in the two major fields of 'mobile Internet' and 'smartphone industry chain' on the GEM, and there was no main capital to pay attention to this field, so it ...... This has been ignored by everyone. ”

"Awesome!" Seeing the stocks circled by Xie Wanting and the review notes she made, Zhou Guohua couldn't help but show an obvious smile on his face, and he was deeply relieved in his heart, and praised, "You have learned how to analyze and analyze your opponents and the market, not bad...... Judging from the results of your analysis, Mr. Su of 'Yuhang Investment' did not sell, but deliberately avoided the list of dragons and tigers, and you won. ”

Xie Wanting's talent in stock trading is even better than he expected.

This made him immensely happy.

After all, in the final analysis, this is the apprentice he taught himself, if Xie Wanting can go further than him on the road of financial trading in the future, then he will also have glory on his face.

"I'm guessing, too." Xie Wanting was also very happy to receive the teacher's praise, "Whether it is correct or not, we have to wait for further verification by the market." ”

"Judging from your analysis, it shouldn't be wrong." Zhou Guohua said with a smile, "This Mr. Su is not small, the first time he found the opportunity, he was able to press into the heavy position, so it seems that ...... Since the National Day, all his actions on the Dragon and Tiger List are just confusing behaviors. ”

After carefully thinking about the National Day, the line of 'securities and venture capital', as well as the 'mobile Internet' and 'smartphone industry chain' in the direction of the GEM, as well as the market switching nodes of the popular main lines such as 'restructuring and backdoor', raised his eyebrows and continued: "Wanting, what do you expect...... How many chips has Mr. Su accumulated on the line of 'securities and venture capital', and how much has he made today? ”

"It's hard to guess." Xie Wanting said, "Through the comparison of volume and energy, I can only find traces of his entry of 500 million to 700 million yuan from these abnormal stocks, but I know that the main line of 'securities and venture capital' chips in his hand is absolutely impossible to have only such a little." ”

"Just these marginal stocks with abnormal movements, there are traces of 500 million to 700 million positions exposed, so the volume of Mr. Su's position in the entire main concept of 'securities and venture capital' is quite large." Zhou Guohua said, "I'm afraid there must be at least billions, and it is estimated that the 'Yuhang No. 2' fund he just established has also been smashed into it." ”

"So...... Is it an exaggeration? ”

Xie Wanting heard the number of 'billions', and her heart was slightly shaken.

This number is a bit more than she expected.

"If it weren't for the heavy position, he wouldn't have had to do so much confusing behavior." Zhou Guohua said, "This round ...... I am afraid that many large investment institutions that think they are the leaders of the 'securities and venture capital' market, as well as retail investors and floating capital who follow the trend, have all become his sedan chair husbands. ”

And if ...... He has started a large-scale reduction of positions and take profits today. ”

"Then ...... next"

"These institutions that take advantage of the unequal news in the market, the high sentiment in the market, and the crazy pull of 'bull market expectations' may also be difficult to make a profit safely."

"The teacher thinks...... What will he do next? Xie Wanting asked.

Although she roughly guessed the other party's trading operation and captured the other party's traces on the board, she still couldn't guess the other party's next move.

Zhou Guohua pondered for a moment, and finally shook his head: "I can't guess either, but I know...... Let's invest in the position of 'securities and venture capital', it's time to take profit! ”

"Hmm!" Xie Wanting nodded, "Tomorrow morning, it will be reduced." ”

Their layout on this main line market, everywhere behind, did not buy many positions, the profit margin is not rich, now since this line, the largest main funds, has begun to layout and harvest, then they broke into the small fish, naturally should also see the good on the harvest.

lest you don't make much money, but you are injured by mistake, and it is not cost-effective.

And just when the two of them guessed Su Yu's operation trends through disk analysis and data of the Dragon and Tiger List, and adjusted their trading strategies in a timely manner......

In the entire market, the interpretation of the lock-up of Fortune Road, as well as the discussion of topics, are also endless.

"Fortune Road is locked up, there is no movement, this should be considered a benefit, right?"

"It's definitely good!"

"At least for Orient Securities, Oriental Ventures, as well as many core hot stocks in the two main lines of 'mobile Internet' and 'smartphone industry chain', it is good."

"Indeed, I thought that Fortune Road was smashed again on the two popular main lines of 'mobile Internet' and 'smartphone industry chain', but I didn't expect it...... As a result, there is still no share, and the road of wealth is the road of wealth, and this kind of determination is really not comparable to the main force of the general market. ”

"But the good is good, but the wealth road is on the line of 'securities and venture capital', and the number of chips to buy is not very much.

"If you don't continue to buy, it doesn't mean that you have to adjust!"

"Look at Orient Securities, Jiefang South Road has also intervened, it should be far from the end of the market, right?"

"Oriental Securities is infested, this year's Jiefang South Road and Fortune Road jointly bought stocks, basically several times the big bull stocks, now Oriental Securities is only three boards, it is too early to say the end? Anyway...... I am holding the chips to the death, and Fortune Road is not on the list of dragons and tigers to reduce positions on a large scale, and I will never sell. ”

"Look at the sell list of Huatong Securities, which is basically full of institutions."

"This shows that today's intraday dive and smashing the plate...... It is the main fund of the institution. ”

"These garbage agencies don't do their job."

"It's not just not doing business, it's just pulling back its legs, but ...... It's okay if these guys smash it, so that more high-quality chips come out, which is just right for everyone to buy. ”

"Looking at the movement of Fortune Road, I have basically sold less and bought more recently, which shows that Mr. Su is also optimistic about this bull market, right?"

"Definitely! Fortune Road bought, just looking at the Dragon and Tiger list in the last few days, it is hundreds of millions of dollars, but if it is not on the Dragon and Tiger list, Fortune Road must have bought more chips. ”

"In any case, as long as Fortune Road is not sold on a large scale on the list, it is good."

"Yes, Fortune Road locks up positions, Jiefang South Road is new, and you can continue to chase Orient Securities tomorrow."

"Today's 'Internet finance' sector, there are also a lot of bright spots, I feel that the old demon stock Shanghai Ganglian is planning to start a second wave, but it is a pity that the seats revealed on the list are not wealth roads, but a series of tour capital in the Shenzhen market."

"Today's riot of 'Internet finance' should indicate that the market will go deeper into the entire financial field next, right?"

"Finance is the first stick of the bull market, this is basically the consensus, and the next market will definitely continue to deepen to the entire 'big finance' field."

"It's already full, but look at the data of today's dragon and tiger list, if the market continues to open high tomorrow, I think it can be financed, and now the Shanghai Index has reached more than 2400 points, less than 5 points from the 2500 point mark, this wave ...... Definitely can pass! ”

"If 2,500 points can really be driven by the securities sector, then it will be really a flat and straight to the 3,000 point mark."

"A full-fledged bull market is bound to come."

"I still remember the article posted by Mr. Fortune Lusu at the end of June, and now I look at it...... Mr. Su's judgment on the market is really accurate, and the 1996 point set by the Shanghai Index at the end of June is really the starting point of this round of bull market. ”

"It's not just accurate, it's a market guide!"

"Hey, it's a pity that I only saw Mr. Su's article after the National Day, otherwise I wouldn't have made up for the loss now."

"I saw it when Mr. Su sent it out, but I was always suspicious, and there was only a little position in the field, and the result was ...... I missed the 'Internet finance' market in June and July, the 'Shanghai Free Trade Zone' market in August and September, and the 'mobile Internet' and 'smartphone industry chain' launched at the end of September....... I will never let go of this round of securities market. ”

"The trend of Fortune Road is the leading market indicator of the market, and I haven't missed it once."

"So, why do you analyze so much? Just follow the fortune road to fry! ”

"Yes, Fortune Lusu always eats meat, let's just drink soup."

"Full warehouse, full warehouse, everyone will contribute to the bricks and tiles, and tomorrow will directly boost the Shanghai Composite Index to break through 2,500 points, hit a 100-point long white line, and directly open the curtain of a comprehensive bull market."

"As long as the regulator releases some good news in the evening, it is not impossible to hit 2,500 points tomorrow?"

"What's good? It's better for the central bank to cut interest rates and reserve requirements! ”

"It is impossible to cut interest rates and reserve requirements, after all, the Federal Reserve has just withdrawn from the QE plan, and the Federal Reserve is still preparing to raise interest rates.

"I hope to relax the review standards for backdoor listings, and the recent 'restructuring of the backdoor' sector is really miserable."

"Approaching the end of the year, the risk of shell stocks and ST shares must be increasing day by day, and it is normal for funds to flow out of this field on a large scale, right? After all, the risk of delisting and ST is there, and under the expected atmosphere of the bull market, the market is full of opportunities to make money, and naturally there is no main capital to continue to lick blood in this field. ”

"Makes sense! Ay...... It seems that I will have to chase the securities sector tomorrow and return a wave of blood. ”

"It's best to buy Orient Securities, I feel that this stock has the potential to become a demon."

"Jiefang South Road and Fortune Road are blessed by the two top tourist capital seats, coupled with this check, it is originally the leader of the securities sector, and it should be inevitable to become a demon."

"It's not just Oriental Securities, I feel that the 'Three Musketeers of the East' have the potential to become demons!"

"All three have the potential to become demons, but Orient Securities should have the greatest probability, after all, the chip exchange is the fullest, and the market popularity and heat are also the highest!"

In full swing of market discussions......

In the evening, analysts and senior investment advisers of various securities firms were still singing about the market, and the regulators, although they did not speak out, the relevant important media once again made positive reports on the exciting stock market, and re-mentioned the important role of the stock market as an 'economic barometer' and 'economic bloodline'.

And finally, the next day, Tuesday, October 23rd.

In the still hot and passionate market investment sentiment, the market ushered in the time of trading again under the situation that the bullish view of the whole market has become overwhelming.

Saw...... 9:15 a.m.

Under the gaze of investors in the entire market, 85% of the nearly 2,000 stocks in the two cities ushered in the red market at the beginning of the call auction.

In particular, the two core hot concept sectors of 'securities and venture capital', which have attracted much attention.

In yesterday's encounter with a high diving, under the obvious trend of differentiation, at this moment, even fearless of yesterday's trend, the relevant indices were higher than 2%, but the decline of yesterday's diving retracement, among them, the most core of the popular stocks, by the majority of investors in the market referred to as the "Oriental Three Musketeers" Oriental Securities, Oriental Ventures, Zhejiang Oriental three stocks, directly opened with the price limit.

"This market sentiment is simply ......"

At 9:16, inside Yuhang Investment, in the trading room, Li Meng was slightly shocked after seeing the overall situation at the beginning of the collective bidding of the two cities: "If it weren't for the fact that we have concluded from the analysis results that the market will inevitably suffer adjustments here, we really have a feeling of dreaming back to the bull market and feeling of excitement!" ”

"Indeed!" Su Yu, who was sitting next to Li Meng, bowed his head slightly, and sighed softly, "It's a pity that such a good market investment sentiment." ”

"However, this round of market has passed, and there should be some loosening of the hedging disk that has been backlogged for many years, so that even if the market will adjust dramatically in the future, it will also create an opportunity and foundation for the next market upward attack." Li Meng smiled and continued, "As you said, 'The road to the bull market is tortuous, but the future must be bright', I also think...... The bull market, although not this time, will definitely come, and it will not be too far away. ”

"It's rare to see you so optimistic." Su Yu also smiled and said, "The future is bright, but the most important thing is to focus on the present." ”

"Market Sentiment and Market Change ......"

"It began to march in the most violent and worst direction I expected."

"With such a rapid progress and forced breakthrough, under the obvious inability of the market volume to keep up, and there is no substantial major positive support, this flame that has been burned to the extreme is afraid that it will soon flourish and decline and quickly extinguish."

"So...... We're going to have to speed up the pace of deleveraging, are we? Li Meng asked, "Yesterday, a total of 1.7 billion chips were reduced, and many stocks with not very abundant liquidity have entered the liquidation stage, even though the market changes faster than we expected, but it has not exceeded the plan too much, and we still have enough time to deal with it." ”

Su Yu nodded and said: "We have to speed up the pace, within three days, we have to take profits and reduce the positions of the two funds to 20%." ”

"Good!" Li Meng nodded, "There should be no problem!" ”

The order of their position reduction is to give priority to small tickets with low liquidity, marginal concept stocks, then second-level concept stocks that have received the attention of some retail investors and main funds, and finally core popular leading stocks with sufficient liquidity and focusing on the entire market and active funds following the trend.

In this order......

As long as you can complete the first and second steps before the market trend reverses significantly.

Then, in the face of a batch of core popular leading stocks that need to be reduced in the end, there is no need to worry about it at all, let alone ...... They intervened in the market very early, and the profit cushion of the position was quite rich, even if the market ebbed in the end, and the index trend showed a flash crash, they needed to quickly kill the fall, grab the last liquidity of the market, and achieve the purpose of rapid exit, which is also a huge advantage for them.

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

After a large-scale order cancellation, the market trend and investment sentiment not only did not decline, but intensified more and more enthusiastically, all stocks in the securities sector, all in the red, and the sector index rose from 2.23% at 9:15 to 3.45%; In the venture capital and Internet finance concept sectors, the index rose to about 3% at this moment, and the rush to raise funds and the effect of following the trend are extremely obvious.

7017k