In the direction of the GEM, the two main concepts of 'mobile Internet' and 'smart phone industry chain', as well as their related core stocks, although after the previous continuous adjustments, some funds have begun to buy the bottom and do long, but the performance of the disk is still relatively weak.

As for the recent trading days, the 'restructuring backdoor' related concept sector has been abandoned by funds.

Today remains the weakest area of market performance.

The entire gem, small and medium-sized board field, only the "Internet finance" is outstanding, continuing yesterday's strength, its core concept stocks "Shanghai Ganglian, Huake Jincai, Hengsheng Electronics, Flush, Oriental Wealth, Jinzheng shares" and so on have appeared significantly higher opening trend, and Shanghai Ganglian rose almost high near the price limit, the phenomenon of funds rushing, quite intense.

"The active funds in the market are further concentrated in the field of 'securities and venture capital'!" At 9:21, in the Modu, inside Zexi Investment Company, in the trading room, Zhou Kan saw the performance of the market's call auction and said with emotion, "Under the obvious differentiation trend yesterday, the mood and trend quickly turned into the same." ”

"Cooking oil with fire, quick success!" Xu Shen smiled in Zhou Kan's emotion and said, "With such a rapid emotional progression and forced pulling, the market should not be far from the end." ”

The Shanghai Composite Index is 2,500 points, which is the absolute upward pressure threshold.

Coupled with the growth rate of market turnover, it is obvious that some cannot keep up with the changes in market conditions.

Nowadays, the main funds of all walks of life, as well as the market regulators, major brokerage institutions ...... All kinds of market leading forces, not only did not let the market slow down in the case of extreme emotions, strengthen the market foundation, and stabilize the internal chip structure, but aggressively pulled the market, used extreme emotional changes, frantically consumed active funds in the market, and overdrafted the future potential of the market, which brought about market speculation.

It seems ferocious, and the money-making effect is bursting, but in fact, there is no continuity at all.

"Then ...... we" Hearing Xu Shen's words, Zhou Kan paused and replied, "Do you want to immediately reduce your position and take profit and transform your trading strategy into a fully conservative state?" ”

Xu Shen pondered for a moment and said: "But it doesn't matter, after we have withdrawn from the popular main concepts in the early stage such as 'mobile Internet', 'smart phone industry chain', and 'restructuring backdoor', we have been far away from the biggest risk point in the market. The beneficiary sector of the market IPO restart, even after the expected ebb of the bull market, the market falls, and in the process of the market IPO restart turning from a dark line to a bright line......"

"There is still a certain amount of market logic support, and there should be no sharp turn and loss of disk liquidity."

"Therefore, our chips in this line do not need to rush to take profit at present."

"Further......"

"We are slow to get the news, on this line, we don't have the first opportunity, and we don't have many chips in our hands, even if there is an extreme situation, according to the amount of active funds accumulated in this field, as well as the current liquidity of these stocks, we can sell very quickly to achieve the purpose of exiting."

"I just don't know ......"

Xu Shen paused and continued: "How much chips has the capital of Fortune Road bought in the field of 'securities and venture capital'? If the road to wealth is on this line, it is like the market speculation of the 'Shanghai Free Trade Zone', and the heavy position is ...... If even the cross position intervenes, the follow-up market ...... I'm afraid it's just good-looking. ”

He is on this line, and he does not have many chips, which cannot affect the macro trend of the market.

And he also knows that the line of 'securities and venture capital' can rise up completely because it is fanned by many major institutions in the market, and the news of the 'market IPO restart' is used to advocate the logic of the bull market...... It's extremely ugly.

Now, he feels that there are signs of large-scale lurking in this field, and he completely occupies the market opportunity, and can use chips to affect the macro trend of the market at critical moments, so ...... He naturally expects Fortune Road to touch these ugly anchor institutions.

After all, at the end of the day......

He and Fortune Lu Suyu are both from the market, not a regular army, and these main institutions are not the same number at all.

"Judging from the buying data of Fortune Road on the Dragon and Tiger list, the scale should not be large." Zhou Kan said, "But Mr. Xu, you also said that the dragon and tiger list of Fortune Road is very likely to be used to hide people's ears, so ...... According to the logical analysis you said, Mr. Xu, the wealth road is on the line of 'securities and venture capital', and it must be a heavy position state of large-scale positions, because this is the only ...... in order to explain why he needs to use the Dragon and Tiger list seats to cover up the motives of the factual operation. ”

"And ......"

Zhou Kan thought for a while and continued: "We can get the news that the 'market IPO is about to restart' after the full outbreak of the 'securities and venture capital' line, then according to the analysis of the past market intelligence capabilities of 'Yuhang Investment', they must have gotten the same news as us." ”

"In that case......

"If Fortune Road hadn't lurked huge positions before the outbreak of the 'securities, venture capital' line, it would have been impossible to buy only the chips that appeared on the Dragon and Tiger list, and ...... Even if the wealth road is the same as we think, we feel that the main line of the market of 'securities and venture capital' does not have much continuity, the space is limited, and the time period for the market to break out is also limited. ”

"Then he's at least...... We should carry out large-scale position reduction in the relevant core main areas such as 'mobile Internet' and 'smart phone industry chain' in the direction of the weight of the gem, so as to avoid the siphon effect in the switch between high and low markets under the outbreak of 'securities and venture capital', as well as the valuation blow and speculation blow caused by the restart of the 'market IPO' for the gem and small and medium-sized board concept stocks, right? ”

"It's a pity that, in addition to the day when the hype of the two core main concepts of 'mobile Internet' and 'smart phone industry chain' peaked, Fortune Road eagerly reduced its position on a large scale, and then with the continuous decline of these two main lines, it did not see Fortune Road reduce its position again."

"You must know the 'Yuhang No. 1' fund helmed by Fortune Road."

"In the position data released in September, the positions of stocks related to the two core main lines of 'mobile Internet' and 'smartphone industry chain' are basically full."

"Therefore, compared with his previous position data, and then compared with the recent trading days, especially in the case of the full outbreak of the line of 'securities and venture capital', and the continuous adjustment of the two main lines of the weight concept of the two gems of 'mobile Internet' and 'smartphone industry chain', his motivation for buying and selling seats on the Dragon and Tiger list."

"...... can be clearly seen"

"Fortune Road is indeed as Mr. Xu guessed, it has long since withdrawn from the main line of the two gem weight concepts of 'mobile Internet' and 'smartphone industry chain', and has long been lurking in the line of 'securities and venture capital', deceiving all the main funds participating in the market, as well as the majority of retail investors."

"Not bad!" Xu Shen smiled and bowed, "The analytical ability is getting better." ”

Zhou Kan smiled and said, "I learned it from Mr. Xu, but according to our inferences...... Fortune Road can unconsciously complete the position adjustment under the volume of billions of funds, and for so long in advance of the main funds in the market, it is really outrageous enough to find the logic that the line of 'securities and venture capital' will inevitably explode, and intervene in heavy positions. ”

"If it weren't for the fact that Fortune Road's recent trading movements on the Dragon and Tiger List are really abnormal, if it weren't for the news that the 'market IPO' was about to restart in advance, if it weren't for the influence of Mr. Xu, if it weren't for the fact that we already know a lot about the capital operation style of Fortune Road......

"The average market investor really doesn't think in this direction and speculate."

Xu Shen bowed his head slightly, and said: "This is the power of this capital of Fortune Road, quiet as a virgin, moving like a rabbit, the grasp of timing and market, extremely accurate, but never hesitated." ”

"This market ......"

Xu Shen sighed, and said: "Although there is no gunsmoke, but the most cruel, ability and trading talent, is always the most important one, line is good, no is not good, after all, the stock game market, every penny you earn, that is plundered from other people's pockets, and no one in the world is willing to give their pocket money to others, so ...... Those who become famous are never famous! ”

"At least...... Since I entered the financial markets. ”

"The person on Fortune Road should be the person with the highest trading talent and the greatest future growth potential that I have met, whether in reality or in the confrontation."

"Hmm!" Zhou Kan responded, "His growth rate and wealth accumulation speed are indeed outrageous enough!" ”

With that, he turned his gaze back to the market trading interface.

At this time, the time had reached 9:25, and the two cities had completed the call auction and were in the stage of temporary suspension.

After the call auction, the market of the two markets has been fixed......

The Shanghai Composite Index opened higher at 2443.75 points, up 0.86%, continuing to refresh the rebound and the new annual high, and the ChiNext Index opened at 1376.89 points, up 0.32%, although significantly higher than the Shanghai Index, but still refreshed the new high and historical high of this round of rebound.

In addition to indices, individual stocks and sectors.

'Securities, venture capital' two popular core mains, and their related concept plates, rose by more than 4%, a total of 5 stocks, to achieve a word board trend, including 'Zhezhou Oriental, Oriental Securities, Oriental Ventures, Shibei High-tech and Zijiang Enterprises', and the rest of the hot stocks in the same sector, also mostly opened at more than 5%, the signs of capital pursuit and fund-raising, extremely obvious.

'Internet finance' sector, up as much as 3.67%, second only to 'securities, venture capital' two major concept plates, also appears extremely strong, and the core stocks in the sector, Shanghai Ganglian out of the word board, the stock price returned to 60 yuan, Huake Jincai, Jinzheng shares, Hengsheng Electronics rose by more than 5%, the signs of funds sought after and grabbing funds are also quite obvious.

Followed by......

After being cared for by the main funds in the market and grabbing funds at a large scale.

The concept sectors such as 'financial reform', 'mobile payment' and 'insurance trust' related to the concept of finance also have obvious abnormal performance.

However, there are two major weighted areas in the industry sector, 'insurance and banking'.

Today's call auction is still lifeless, it should be the main funds in the market to find that the active funds in the two cities are limited, and they really can't pull these two core weights, so they do not gather in these two directions, but begin to diverge, speculating on some small and medium-cap stocks related to finance.

As for...... The performance has been weak for many consecutive days, with the gem and the small and medium-sized board as the core of the popular concept in the early stage.

Such as 'mobile Internet', 'smart phone industry chain', 'restructuring backdoor' and other popular concepts in the early stage, today is still in the process of adjustment, the whole set bidding process, the main funds in addition to the beginning of the traces of the bottom to do the market, after 9:20, lightning disappeared.

Among them, in the sections related to the main lines of these popular concepts.

The three concept sectors of 'mobile games', 'ST plate' and 'Apple concept' led the decline in the two cities.

The popular stocks in the three major concept plates, such as Huaqingbao, Changqu Technology, Meisheng Culture, Anjie Technology, Fenda Technology, Shuobeide and other votes, are all opened sharply lower, and there are traces of a comprehensive ebb in the market and completely abandoned by the main funds.

"it, it's still very low......"

Seeing such an opening scene, Yu Hang, Jingda Investment, in the trading room, Mu Yao stared at the trading disk, and in the personal position account, he had borrowed money to replenish the margin twice, but now he still did not get rid of the position data of the forced liquidation warning, and the whole person was irritable and bored to the extreme: "The index is at a new high every day, but you are especially open and low every day, and there is no decent rebound, do you want people to live?" ”

At the moment when I just got on the financing leverage, I saw that the index hit new highs one after another.

In one day, his profit reached 30 million, more than half of his personal assets.

He thinks he's got an opportunity, he thinks he's the next stock god, the next market legend, but ...... Reality is always so unforgiving.

Before he could come to his senses......

He is now saddled with 27 million loan sharks, and the funds to replenish the margin are currently in a state of loss, and they will fall again...... Not only did the wealth he had accumulated over the years come to naught, but he would have to bear a huge amount of debt, and he really didn't know if his sister and brother-in-law, who had tolerated him repeatedly, would continue to give him a back.

Of course, it's too late for him to quit now.

At least, at this time, when you quit, you can still have a few million principal left in addition to the margin and interest you borrowed.

You can opt out here...... And in the case of new highs in the market index and the bull market has come, how can he be willing?

"Rebalancing to chase securities?" He gritted his teeth and kept weighing in his heart, "The active funds gathered on the line of 'securities and venture capital' have not returned to the main line of the two core concepts of the gem, 'mobile Internet' and 'smart phone industry chain', I am afraid that it will be difficult to have any decent rebound and reversal opportunities!" ”

"But at this time, the position will be fully adjusted, what if it is transferred and encounters the adjustment of the 'securities and venture capital' sector?"

"It's not adjustable, and it keeps falling...... I'm really done! ”

He pondered in his mind for a long time, and finally, when 9:30 a.m. came......

He still decided to large-scale liquidation of his holdings of 'Hua Qingbao, Changqu Technology, Fenda Technology, Netspeed Technology, LeTV' and other core hot stocks in the early market, and turned into the pursuit of strong stocks related to the core hot main line of 'securities and venture capital'.

And he made a rebalancing move.

When I want to chase hot spots and take advantage of the continuous rise in 'securities and venture capital' to turn over quickly.

On the other side of the trading room where he was......

In the trading room of Jingda Investment's main fund, after discussing with Gu Chijiang and Lin Tingzong, they also decided to reduce their positions on a large scale, "mobile Internet" and "smartphone industry chain", the two core main lines that were extremely optimistic before, and quickly lowered the position level of the entire main fund to lock up profits at the end of the year.

As a result, under the combined effect of the two, I saw that the market had just begun to officially trade.

The concept sectors of 'mobile games', 'Apple concepts', 'wearable devices', 'electronic information', 'network security', etc., which have led the market, as well as their core stocks, such as 'Hua Qingbao, Fenda Technology, Internet Speed Technology, Anjie Technology, Xinwei Communication, Shuobeide, Goertek' and other stocks, have once again encountered a large number of main sell orders, and the stock price has plunged rapidly, and the decline has further expanded.

And during this time......

The field of 'securities and venture capital', as well as its related core hot stocks, once again showed a large-scale net inflow of funds, and stock prices rose in a straight line.

In particular, Shibei High-tech and Orient Securities are two stocks.

These two stocks are not strong because the sealing board is not strong, resulting in the moment of the official opening, the stock price was broken under a large number of profit-taking orders, however, ...... After the board was broken, there was no panic disk, and the stock price only fell slightly back to the 9% increase position, and it was pulled up by lightning, bursting out a huge amount, and then closing the daily limit in seconds again.

There is also Huatong Securities, which failed to seal the board yesterday, on the list of dragons and tigers, and was abandoned by institutions on a large scale, the core weight of the securities sector that reduced positions, as well as the popular leading stocks in the two cities, the check was significantly lower than the rise in the securities sector, and the official opening was chased by the crazy chase of the active funds in the entire market.

It's only 5 minutes......

This check is under the effect of the extremely crazy main buying funds, a straight line of 5 points, from 2.33% at the opening, jumped to more than 7 points, there is a big sense of once again accumulating strength to hit the limit, and within these 5 minutes, its turnover soared to 8 billion, comparable to the usual turnover of almost an hour and a half.

"Crazy, crazy...... The securities sector is simply crazy! ”

Seeing the 100 billion-level securities weight of Huatong Securities, and seeing the securities sector in a few minutes, the overall rise of the sector exceeded 5% again, which not only covered the decline of yesterday's diving, but also continued to hit a new high in the index rebound, and ...... for a while. Even the vast number of retail investors chasing hot spots in the market also showed a more surprised look.

"This is a bull market, this is a bull market!"

"At the beginning of the bull market, the explosive power of the securities sector was so crazy."

"Haven't you seen the big bull market in '07? The securities sector collectively has a daily limit, and CEFC Securities, the real core leader of the brokerage, can also get out of the trend of continuous daily limit. ”

"Where is this! Wait and see...... The picture of dozens of stocks in the securities sector collectively rising to the limit will definitely appear, and when that time comes...... It's spectacular. ”

"In the last round of bull market, CEFC Securities walked out of the highest 11 times the rise, and the valuation almost touched the market value of trillions at the highest...... It should be Huatong Securities as the core attack, right? After all, this check is not only a large brokerage leader, but also because it was a backdoor listing, most of the shares were locked for five years, and the circulation plate is obviously several levels smaller than the industry leader of CEFC Securities. ”

"Needless to say, it must be Huatong Securities that is the main leader in the overall market weight!"

"Orient Securities should be the leader of securities, right?"

"It's not bad, so to speak...... In a bull market, these two checks are big bull stocks with a 10x increase. ”

"Buy, buy...... After 6 years of waiting, the opportunity has finally come! ”

"I didn't say it, I went directly to the financing."

"When the bull market arrives, the performance of brokerages will skyrocket, and the securities sector is definitely the sector with the highest elasticity in the bull market, and use the financing of brokerages to buy securities, haha...... I seem to have found the code to my wealth. ”

"In the last round, the brokerage has not yet had a securities lending business, and the performance can soar more than 10 times under the amplifier of the bull market...... The performance of the brokerage is simply unimaginable. ”

"Whether it is speculation or investment, the current 'securities and venture capital' is the best market area."

"Haha...... I feel like I'm going to get rich! ”

"I hope it can rise 10 times, because it will rise 10 times, I can return to my capital, and in the past few years, I have lost 90% of the principal."

"Anyway, after 6 years of bear market, now the market is turning bullish, and it's time to run into the market...... It must have come, and the wave of 'securities and venture capital' is definitely a signal of a bull market. ”

"I still have a fixed deposit of 300,000 yuan in China Commercial Bank, which has not matured yet, look like this...... I'll have to find a way to take it out and increase my position tomorrow, so damn it...... The interest of 3 or 4 points a year in the bank is less than a day's profit in the stock market, I was really stupid, if I had laid out earlier, I would have missed so many main lines this year. ”

"Not to mention, although the overall rise of the Shanghai Index this year is not large, so far it is less than 10%, but the main line of market speculation opportunities, is really many, from June, 'Internet finance', 'Shanghai Free Trade Zone', 'restructuring backdoor', 'mobile Internet', 'smart phone industry chain' to the current 'securities, venture capital'...... These markets, just seize a wave, are basically opportunities to double! ”

"As for catching a few waves...... That's the legend of Fortune Road now. ”

"Although the overall increase in the Shanghai Index is not large, the gem has almost doubled from the lowest of more than 700 points to more than 1,300 points now."

"Until now...... How many people have outperformed the GEM? ”

"Whether you can win or not depends on this wave of 'securities and venture capital' market."

"Originally, I doubled my reliance on Hua Qingbao before, but now I have returned some profits, and today Hua Qingbao is still very bad, I'm thinking...... Do you want to exchange all your positions into Huatong Securities? ”

"Change, must be changed, the outdated faucet is not as good as a dog, the 'securities, venture capital' sector market, obviously in the comprehensive replacement of the 'mobile Internet' and 'smart phone industry chain' the two popular main lines in the early stage, this time do not change...... In the later stage, chasing higher is more passive, and Hua Qingbao has risen from the bottom, up 6 or 7 times, Huatong Securities is still at the bottom, first eat this wave of securities, and then wait for Hua Qingbao to adjust the end, in the back to eat Hua Qingbao's market, isn't it beautiful? ”

"It makes sense, then I'll change it all!"

"The trend of Shenhua Coal Industry and Huaguo Baosteel that I bought is also miserable, do you want to change it?"

"Change, must change! The price of thermal coal has fallen by 40% this year, what is the future of Shenhua coal industry, and the same is true for the steel industry. ”

"Securities, securities...... In a bull market, only securities are king! ”

"Before the brokerage doubled, all the chips were scarce, buy, buy, buy...... At this time, there is only one word 'buy', which is the real wealth password. ”

In the extremely hot group discussion, the trend of the securities and venture capital sector indices reached a new high in the intraday session, and a new high!

Finally, at 10:08, Huatong Securities, after the explosion of 1.9 billion, began to hit the daily limit board again.

And also at this moment......

Yu Hang, 'Yu Hang Investment' within the company, trading room.

Su Yu stared at the securities sector index, which had skyrocketed to 6.47%, and saw that the main funds in the market, and countless retail investor groups had reached a crazy state of chasing the market in the field of securities and venture capital, and his eyes flashed, and he couldn't help but immediately give instructions to Li Meng: "It's almost, smash it!" Huatong Securities, CEFC Securities, Huashang Securities, Luxin Venture Capital, Tuozhong Co., Ltd., Zhangjiang Hi-Tech ...... All non-large orders are strongly blocked by the limit stocks, and you can sell as many chips as you can, here...... It's almost the best time to take profit!

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