Chapter 281: The Expected Rebound!
I saw the refreshed dragon and tiger list.
Fortune Road sold more than 600 million yuan in the list of five stocks of Oriental Securities, Oriental Ventures, Zijiang Enterprises, Fudan Fuhua and Tuozhong Shares, of which the check of Oriental Securities alone sold as much as 280 million, accounting for half of the sold funds.
Moreover, in addition to Fortune Road's large-scale appearance on the Dragon and Tiger list.
Another seat associated with Fortune Road, 'CEFC Securities Yuhang Fusheng Road Business Department' is also on the list, with a selling potential of more than 31 million Hengxin.
"Fortune Road is another large-scale sale!"
Seeing the situation after the refresh of the Dragon and Tiger list, some people in the shocked market and the majority of retail investors sighed.
"A selling move like Fortune Road must be a large-scale clearance, hey...... After Fortune Road appeared on the Dragon and Tiger List yesterday to sell seats, it should be unconditionally cleared today, and there should be no luck, and now it has lost another drop limit, which is really ...... Tomorrow we have to clear the warehouse. ”
"It's all said, there is absolutely nothing wrong with selling on the road of wealth!"
"Fortunately, when the market rebounded in the morning, all the positions were cleared, and they all said that Fortune Road was the market light, haha...... And so it was. ”
"Yesterday 1.1 billion, today 600 million, how many chips are lurking in the line of 'securities and venture capital'? This is only shown on the Dragon and Tiger list, Fortune Road is sold, but it does not appear on the Dragon and Tiger list, it should be at least one or two times the chips on the list, right? Oh, my God...... It's horrible! ”
"It's really a cow, this wave of institutions and funds that dominate the 'securities and venture capital' market have been directly smashed by the wealth road."
"Huatong Securities is not on the list, I don't know if Fortune Road is also the main sale, that stock is the institution's heavy stock, and now it has also been smashed."
"Fortune Road continues to sell out on a large scale, and the 'securities, venture capital' market should be gone, right?"
"What kind of market do you want to think about at this time, just reduce your position without brains, just these two days...... How many chips have been put in, if you don't adjust it hard, the market will not be able to go up again. ”
"Such a large-scale liquidation of Fortune Road clearly shows that the adjustment of the market will not be a small level."
"The K-line pattern is also completely broken, and you can directly look down at 2200 points later."
"I also don't think it's going to be a small-level adjustment, it's ridiculous that those big institutional analysts in the market are ...... is still singing more, saying that 'the bull market is falling sharply, and all pullbacks are good opportunities to increase positions', his grandmother's ...... Why don't they buy it themselves? ”
"Huh...... What bullshit analysts, adding up to not enough wealth, Lu Su always fights alone! ”
"Indeed, it's all some market back-fingers."
"Or follow the operation of the Fortune Road, only to have meat to eat, since August, I have followed the Fortune Road to buy and sell, simply follow the trend...... It's already close to 1 times the profit, look at the situation...... The market will not be good in the two months at the end of the year, it is better to clear the warehouse and keep it safe, and fight again in the coming year! ”
"Cow, if you follow the trend, you can make 1 times the profit."
"There is nothing strange about it, I reviewed the trading data of the Dragon and Tiger List that appeared on the Fortune Road in the second half of this year, from the main line concept market such as 'Internet Finance', 'Shanghai Free Trade Zone', 'Mobile Internet', 'Smartphone Industry Chain', and then to the current 'securities, venture capital' market, as long as you follow the trend in time and follow the Fortune Road to buy and sell brainlessly, you can at least have more than 150% profit, that's how bullish!"
"It's really a unique top-level tourist seat in the market!"
"Now it's a private equity seat."
"No matter what the attributes of the seat of Fortune Road are, the directivity of its market light is simply explosive!"
"Otherwise, why do you think the seat of Fortune Road has such a high market premium rate, and the seat with the strongest follow-up effect in the entire market, it's not a joke."
"With such a seat premium, I feel that Fortune Road can simply use the seat premium to harvest the market."
"Indeed, if Fortune Road buys a stock casually, there is a high probability that it will be pulled to the price limit by the follow-up funds the next day, if Fortune Road takes the opportunity to ship it at this time......"
"If you do this once or twice, the premium of the seat will disappear completely, and Mr. Su will do it when he is crazy!"
"Everyone follows the trend of wealth road, because the wealth road seat of the buying and selling behavior, often can advance the market one step ahead, and everyone can make money in following the trend, if you can't make money by following the trend, everyone will naturally not follow, if the wealth road really pulls a stock casually, harvesting the next day, it is not stupid, but really completely crazy, after all...... With the amount of funds currently in charge of Fortune Road, first of all, he can't reap much profit at all, and secondly, he completely ruined his reputation for his seat, and then he pulls the plate, and the follow-up effect will be greatly reduced in an instant, which is completely more than worth the loss. ”
"I'm thinking...... Why is the rhythm of the Fortune Road market always so accurate? ”
"This is the analysis ability of the big guy! In a nutshell...... It's a talent for trading. ”
"I really want to have such a talent!"
"It's okay to daydream, but we don't have this talent, it doesn't matter, just follow the trend, Fortune Road eats meat, and we drink soup with it."
"Indeed, with the tenfold performance of Fortune Road in three months, it is enough to drink soup."
"Every time I can earn 10% on the road to wealth, I am satisfied."
"As long as you are not greedy, 10% should still be no problem, and the stocks bought by Fortune Road seem to be basically stocks with a continuous market."
"Indeed, as long as you are not greedy...... What's more, I'm greedy this time, when Fortune Road sold stocks such as 'Hua Qingbao, Changqu Technology, LeTV, and Internet Speed Technology' on a large scale, it should have been out, but it turned out to be a fluke to get it today, and I lost more than 20 points in vain, so angry that I vomited blood! ”
"As long as Fortune Road appears on the sell list, that stock, as well as related concept markets, you have to be careful."
"Hey, learn a lesson, next time I won't have a fluke mentality."
After two consecutive days of market slaughter, I saw that Fortune Road was often a billion-level position reduction, even if it was the market analysts of various brokerage institutions in the market, and the financial media were still singing more brainlessly, and the majority of retail investors in the market no longer dared to believe that the market could still quickly recover the two-day decline.
Even the previous hot bull market atmosphere, passionate investment sentiment.
At this moment, it also cooled down completely.
Of course, in the past two days, many investors who have been buried on the top of the mountain, in addition to being depressed and apprehensive, still hope that the market can continue the previous trend and have a significant rebound, so that they can get out of the market.
At a time when retail investors are generally pessimistic and no longer have too high expectations for the market outlook.
Yanjing, Modu, Shenshi, Yuhang, Yuezhou, Jinling...... and other public offering institutions in various places, as well as the proprietary investment departments of major securities firms, the main institutions involved in or lurking in the field of 'securities and venture capital', relevant core traders and fund managers, in the face of such a list of dragons and tigers, in the face of the wealth road again large-scale positions, shocked, but also extremely depressed and angry.
"Damn, how many chips does this guy have yet? smashed the plate like this, obviously no one can get out, it's crazy. "Yanjing, inside Shenhua Fund, fund manager Chang Li is simply crazy in his heart, "Just because of his seat, the liquidity of the entire market has been smashed." ”
The main fund he is in charge of is close to 600 million chips on Orient Securities.
Originally, he thought that this wave, even if he couldn't make double the profits, at least he would be able to get out of the way, but look at the current situation...... Orient Securities has become the main smashing stock of the wealth road, and the main funds in the field, including retail investors, will only be affected by this and surge out, and then the disk liquidity and undertaking will only be further lacking, and it is impossible for him to want to get out of the whole body!
What's more serious is ......
The continuous smashing of Fortune Road is also a heavy blow to the overall sentiment of the market.
In addition to the stocks of Fortune Road's large-scale continuous position reduction, other related concept stocks will also be greatly affected.
"Hey...... We are inferior to each other in grasping the selling point, and we can't complain about others. Beside Chang Youli, Lin Zhaoye, director of the fund management office, said, "I just didn't expect that Fortune Road would have such a huge amount of chips lurking on the line of 'securities and venture capital'." ”
Originally, they wanted to use the influence of the seat of Fortune Road to carry a sedan chair for themselves.
I didn't expect ......
In the end, he was harvested by the other party.
Now, Orient Securities, as well as the entire securities sector, has retreated from the high point of at least 10% of the gains, they have not much profit cushion in their hands, if the market falls again, it is really a stealing of chickens and rice, completely in vain.
"I really don't know how this guy managed to sneak in such a huge amount of chips." Chang Li hated the wealth road of smashing the plate at this moment, "It's so insidious, all the actions on the dragon and tiger list before were all disguises, this guy laid out the game early in the morning, waiting for everyone to get in." ”
Lin Zhaoye nodded slightly and responded, "Yes! In this round of market, institutions, floating capital, and retail investors ...... It's all the harvest of this kind of money. ”
"I've always wondered, how can this road of funds, for the interpretation of market information, so fast?" Chang Li had some doubts in his heart, paused, and said, "Lao Lin, do you think there is a suspicion of insider trading in this road?" Should we report to the Transaction Supervision Department of the regulator? ”
"Can you explain that people are rushing to the news of the resumption of IPOs in the market?" Lin Zhaoye frowned at Chang Li's proposal and said, "Regarding market news, what our institution has obtained is already first-hand news, and no institution will be faster than us, so ...... The initial purpose of the capital layout, latent 'securities, venture capital' on the Fortune Road...... It is by no means rushing to the news of 'market IPO restart', it is very likely that it has judged that the market has a bull market atmosphere, so it has laid out this field in advance. ”
"As for the subsequent large-scale deleveraging of this road fund......"
"I think this is the reaction of the other party after hearing the news of the 'market IPO restart'."
"And ......"
Lin Zhaoye paused and continued: "Do you remember not long ago, the layout of the funds on Fortune Road on the line of 'Shanghai Free Trade Zone', right? ”
"At that time, many people in the market also suspected him of insider trading."
"Many people have reported to the Transaction Supervision Department of the Securities Regulatory Commission, but what is the result...... You saw it too. ”
"As early as the macro planning of the 'Shanghai Free Trade Zone' was still under high-level deliberation, a comprehensive layout was made, and then according to the internal news of Huashang Securities, the reason why this road of funds was large-scale layout of the 'Shanghai Free Trade Zone' was because in the first half of the year, the big leaders inspected the Gaoqiao area outside Shanghai, and also put forward the idea of the free trade zone, but everyone did not pay attention to it at that time."
"This time ......"
"Even if it is reflected in the transaction supervision department, I am afraid that it will be a similar result!"
"There are ......" Lin Zhaoye thought for a while, and stared at Chang Li seriously, "Lao Chang, in the financial trading market, although there is no restriction on means, everything is only focused on profit results, but this kind of reporting of peer institutions, try not to do this, after all, it is really investigated...... Everyone will be affected to a greater or lesser extent. ”
The so-called initiator, what is the aftermath?
It is not the first time that they have taken advantage of information channels and profited from the advantage of information scissors.
They can report others, and naturally others can report them.
"I'm ...... Just talk. Chang Li coughed lightly and disguised.
He was only suspicious, not sure, of course...... More importantly, he wants to make an excuse for himself, and he doesn't want to admit that he is inferior to the other party in terms of buying and selling timing and market analysis.
The same ......
This kind of situation, this moment, is playing out in many institutions.
After all, this time, everyone was really blocked by the road of wealth, and almost all the profits from hard work and pulling the market were robbed by the road of wealth in the end.
Of course, compared with the institutions and capital groups that were stunned by Su Yu.
There is a relationship of interest with Su Yu, and many investors who invest in the 'Yuhang No. 1' and 'Yuhang No. 2' funds are full of excitement and honor at the moment.
", Su is always a real cow, this round of harvesting is really beautiful."
In the fund investor group, Mr. Qian, who has always been relatively active, began to tout after the Dragon and Tiger list was refreshed.
"I feel that Mr. Su is in this wave, and the amount of funds involved should be more than 4 billion, right?" Yuhang No. 2's fund, it should be used, right? ”
"It must have moved, and ...... It is estimated that there is a lot of profit. ”
"That will definitely make a lot of profits, and the next time the net value of the two funds is announced, it will definitely reach a new high."
"It is estimated that at the end of the year, the net value of the 'Yuhang No. 1' fund will be at least 12 or more, right? I just don't know if Fund No. 2 can have a 20%. ”
"Whatever, it's going to be a big profit anyway."
"Indeed, there is no investment that can be more worry-free and profitable than holding the fund managed by Mr. Su."
"Hey, it's Fund No. 2, and the limit investment is only 10 million, which is a pity, and now it's ...... I can only hope that Mr. Su can issue an unlimited third fund as soon as possible. ”
"It's true, I can't do more if I want to."
"Those who invest in Fund 1 are cool, is it? Pity...... If you miss the opportunity, you won't come again. ”
"Yes, if you go back in time, the investment limit of 400 million yuan in Fund 1, I will borrow money and invest alone."
"Yes! Recently, business has not been doing well, and I have lost a lot, and I am ...... now I am all counting on Mr. Su's fund to give me blood as soon as possible. ”
"I'm counting on that, too."
"If Mr. Zhou is short of money, he might as well transfer the fund share to me, and I will pay a 25% premium."
"It's impossible to sell, even if it's a 50% premium, I don't sell it, I have Mr. Su personally to operate, this is a cornucopia, a steady stream of money, who is stupid to sell."
"That's right...... If anyone in the group is short of money and wants to transfer the share during the closed period of the fund, I will buy it at a premium of 30%, and I just want to prepare a copy for my daughter, so that she can grow up and live in the future, which should be more than enough. ”
"Do you want to do this, and start raising prices to grab shares in the group?"
"Good things, everyone wants them, normal! I didn't look at Qian Zong, as the first person to eat crabs, I have been nervous recently, for fear that no one will know. ”
"Old money should be stricken, let him speculate in stocks by himself, he is afraid that he will not be able to double the performance in his life, and the result is ...... I don't have to do anything while lying down, with an investment of 20 or 30 million, I can have five or six times the profit in half a year, which requires me to ...... I'm going to have to be scared too! ”
"Indeed, seeing Mr. Su's seat appear on the Dragon and Tiger List is even more exciting than my own seat appearing on the Dragon and Tiger List."
"Same ......, same "
"After subscribing to Mr. Su's fund, I almost forgot that I am also a market capital."
"But fortunately, I subscribed to Mr. Su's fund, I speculated myself, and the recent income is really sparse, and I can't keep up with the market rhythm at all."
"Looking at the Dragon and Tiger List of Orient Securities, several institutions that entered the day before yesterday were smashed."
"Mr. Su smashed it well, as the main fund of the institution, he actually learned from us to swim and harvest the market concept, which really deserved to be smashed."
"But this time, Mr. Su is afraid that he will cause the unhappiness of many major institutions."
"If you hate it, you hate it, you are not all the way."
With the passage of time, the news in the investment group has been constantly refreshed, everyone's enthusiasm continues to be high, and they are more and more impressed by Su Yu's trading methods.
And in the same time period......
The news in the market is also wave after wave.
First of all, the two main lines of 'mobile Internet' and 'smart phone industry chain', which have suffered a sharp decline recently, and many popular stocks related to it have repeatedly released their third-quarter reports, and their performance generally exceeded market expectations, among which ...... In particular, several stocks in the 'wearables' sector have increased their performance by more than 150% in the third quarter compared with last year, and even in the second quarter, the increase is more than 20%.
Time......
The market has taken a high look at this sector, as well as the two main lines of 'mobile Internet' and 'smartphone industry chain'.
Secondly, the head brokerage of the securities sector also released the third quarter performance report, net profit and economic business revenue scale increase, compared with the third quarter of last year, and compared with the second quarter of this year, there is a lot of increase, the most prominent of which is Huashang Securities, the third quarter performance increased by 52%, completely exceeding market expectations.
Of course, in this 52% performance increase, Su Yu's Fortune Road Business Department should have contributed a lot.
It's just that the details of the sales department's revenue were not disclosed in the third quarter report, and they can only rely on speculation.
The performance of the brokerage slightly exceeded expectations, which gave the market a certain confidence at this time, and at the same time gave investors who were buried in the market in the past two days a little more expectation.
Finally, on the regulatory side, after the market fell sharply for two consecutive days, it finally began to speak again.
He said that he would further improve the laws and regulations of the market to promote the healthy development of the market, and called on everyone to make long-term investments, and also said...... In the future, more insurance and trust funds will be promoted to enter the market, which also specifically mentions the market entry plan for pensions.
In the face of the relatively favorable voices of the regulators, financial media, and market analysts from all sides.
Then began to spare no effort to sing the long market.
As a result, in the evening, the originally relatively pessimistic market sentiment has warmed up under the stimulus of all parties, and the bullish sentiment has risen slightly, and the market discussion has become divergent in terms of long and short.
Late at night, the external market trended well, although it did not rise sharply, but it also maintained a relatively strong shock pattern.
Then, the next morning.
Since there is nothing negative in the internal and external markets, and the overall news is biased towards good.
At 9:15, when the market began to call for bidding, the panic effect expected by many people basically did not appear, and the much-watched "securities, venture capital" concept plate, "mobile Internet" related concept plate, "smart phone industry chain" related concept plate, etc. are all flat open, and several hot stocks with performance exceeding expectations in the third quarter have also appeared significantly higher.
"Looking at the initial scene of this call auction, the market sentiment is not as bad as we thought!"
Seeing the state of the initial call auction in the market, inside Yuhang Investment Company, in the trading room, Li Meng said with surprise: "Huashang Securities and Fenda Technology opened at a high range of about 5%, which obviously drove the two major concept sectors of securities and wearable devices. ”
"The performance is good, coupled with the good signal released by the regulator, if there is not even a high opening, it is impossible to say." Su Yu replied, "Although the market has been adjusted repeatedly and has fallen sharply for two days, after all, after the continuous market stimulation from July to October, it has broken out of the desperate immeasurable yin and fall mode...... Market sentiment and sentiment will not disappear completely so quickly. ”
"But ......"
Su Yu paused, and said: "Friday is the internal meeting of the China Securities Regulatory Commission, and the news of the resumption of the market IPO will definitely be open to the market on Friday, and the time will be ...... There is basically no time gap for the market to rebound, and the main funds will not make orders at the juncture when the bears have not yet landed. ”
"So, I guess even if the market sentiment is momentarily stable."
"At most, there will be only one high, and there will be no strong rebound such as high lifting."
"Oh, yes......"
Su Yu thought for a while and continued: "If after the official opening of the meeting, the market has a significant upward trend at the beginning of the session, then let's continue to sell." ”
"Didn't you say that the two funds keep a 20% holding line?" Li Meng was a little puzzled, "Still minus?" Our chips of 2.3 billion yesterday have been reduced. ”
Su Yu smiled and said: "I'm talking about maintaining a 20% dynamic balance position, not that if you reduce it to this position line, it will not move at all, and the stocks that should be released must continue to be released, at least ...... positions in the field of 'securities and venture capital', and before the news of the resumption of the IPO in the market lands, you must not leave a share." ”
"There is a potential big negative suppression in the market, and the bad news has not landed at the moment."
"No matter how light our position is, it can be easily added back after the negative landing."
"The next main line direction, or to stare at the 'mobile Internet' and 'smart phone industry chain' these two main lines, after all, there are only these two directions, which are relatively certain in the future, and the field with the strongest expectations, other conceptual fields, the current ...... It's almost meaningless. ”
"Okay!" Li Meng responded and conveyed the relevant instructions.
With the conversation between the two, the time has passed 9:20, and the two cities have entered the real call auction link that cannot be cancelled.
I saw that after a short adjustment from 9:15 to 9:20, the overall situation of the market has warmed up a little, and nearly 2,000 stocks in the two cities, 65% of the stocks, showed a red rebound, of which ...... Related popular stocks that have suffered a series of sharp declines before, such as 'Hua Qingbao, Fenda Technology, Changqu Technology, Netspeed Technology, LeTV, Xinwei Communication, Anjie Technology', etc., all opened in the red.
Even if it was the 'securities, venture capital' concept sector that led the market yesterday and encountered various major funds, which sold off sharply and fell.
Today also shows a red plate state, of which ...... Due to the drive of Huashang Securities, CEFC Securities, Huatong Securities, Huatai Securities and other leading brokerages have all opened high.
Immediately after that, 9:21, 9:22, 9:23......
With the passage of time of the call auction, the number of red-listed stocks in the two cities, as well as the over-falling hot concept plates, and related popular concept stocks, have been copied by many funds, showing a trend of higher and higher.
Finally, at 9:25, the call auction between the two cities ended.
Shanghai specified at 2333.46 points, an increase of 0.52%; The GEM was designated at 1279.33 points, an increase of 0.79%, and after many days, the performance was stronger than the Shanghai Composite Index for the first time.
"It's so high, can you hold it down?"
Seeing such an opening scene, the two cities temporarily suspended the session, the magic capital, Zexi Investment, and the trading room, Zhou Kan was slightly surprised: "A little good can be stimulated, and the market looks ...... It doesn't seem to be as weak as we thought, and it feels like the market is showing signs of turning back to the GEM. ”
"The bearish has not landed, so it's strange that it can be stabilized." Xu Xiang is not optimistic about the state of the market generally opening high, "If you open sharply lower, and then take the opportunity to kill a wave of emotions, and kill the disk more thoroughly, there may be a rebound, but this high open...... It's true, and people can't be optimistic. ”
Typically......
In a weak market, all high openings are deception.
What's more, the market fell sharply two days ago, buried so many chips chasing high, this kind of high opening, just gave these chips the opportunity to sell, and because the index trend has reversed from the high, although the market sentiment has briefly warmed up a little, but compared to the high point two days ago, and the previous index momentum like a rainbow when breaking through, it is still much inferior, this emotional situation and relatively divergent investor performance, simply can not undertake the high opening of the market.
Therefore, Xu Shen believes that this kind of high opening is insufficient when the market undertaking force is insufficient.
I'm afraid that there will be another wave of rapid diving, deceiving people and burying people.
"Kill again? Can't! Zhou Kan said, "The Shanghai Index has fallen from nearly 2,500 points to more than 2,330 points now, and has fallen by more than 150 points. And some sectors of the market ...... It does feel like it's a bit over-falling. ”
"Then you'll see." Xu Shen smiled and didn't say much.
He can try to avoid operations and avoid risks before the bearish landing, and he knows that there are definitely not a few main funds in the market that he chooses in the same way.
In other words......
At a time when the news of 'market IPO restart' is constantly diverging.
As the main capital dominated by the market, it is definitely the selling volume, which is greater than the buying volume, and this funding gap, which is hit by confidence, cannot be filled, so it ...... In the absence of financial support, the market has no logic and basis for rising at all.
And just when the two of them had a certain difference in ideas.
Time crossed 9:30, the two cities ushered in a formal auction transaction, the Shanghai Index, the Shenzhen Index, the ChiNext Index several major indices lightning up, the market's major popular stocks, in just five minutes of emotional fermentation, also instantly ushered in a large number of follow-up funds to buy the bottom, have risen rapidly.
The whole market, at the beginning of the session, completely showed a kind of prosperity, which is bound to reverse yesterday's decline!
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