"I didn't expect that Fortune Road is the protagonist of today's market!"

At the moment when the data of the Dragon and Tiger List was released, Yanjing, general manager of the proprietary investment strategy trading department of CEFC Securities, Tu Yuanhua, couldn't help but sigh: "1.8 billion!" What a big deal! At this juncture, this Mr. Su ...... It can really be regarded as turning the tide and saving the market today, Joaquin, Huijin, and those from the Securities Regulatory Commission, I am afraid that I have to thank this Mr. Su. ”

"It's really a turning tide!" Next to Tu Yuanhua, Chief Analyst Zhou Huaiming said with a smile, "If there is no leverage of this fund today, the market will be quite ugly, and it will inevitably be another big news!" Now...... The stone in everyone's heart has finally landed. ”

In the eyes of the two of them, today's market trend is extremely important for some people.

After all, restarting the IPO in the market and opening up direct financing channels in the market is a task that must be completed, and the completion of this task must be coordinated by market confidence.

The reason why the internal regulator launched a plan to restart the market IPO at this juncture.

After comprehensive consideration and discussion, we believed that the market had passed the most dangerous and difficult time, and that market confidence had been restored and could support the resumption and implementation of the IPO.

And if today's market, because of the announcement of this news......

If there is a direct crash, or even a liquidity crisis, which triggers a substantial stock market crash, it will not only slap the faces of everyone within the regulator and formulate the IPO restart plan, but also mark the leaders with a label of ineffective and ill-considered, causing violent market fluctuations, and even affecting their future development careers.

Therefore, this is the protection of Huajin and Huijin.

It's just that we really didn't expect that Huajin and Huijin's disk protection, not only did not pull the market, but let the market fall deeper into the abyss...... It's not as rosy as it is.

"yes!" Tu Yuanhua nodded, "Today's hand of Fortune Road has really made many people fall into the big stone in their hearts, and it has also maintained the face of many people, this road of funds ...... Whether it is the sense of smell in the market or in other aspects, it is really sensitive and understands the general trend! ”

In his opinion......

Fortune Road today not only saved the liquidity crisis of the market, but also saved the market.

And within the regulators, many people have left a good impression in their hearts and become an indirect contributor to the implementation of the plan of 'market IPO restart'...... At some critical moments, it is often life-saving.

In other words, the road to wealth is through this war.

In the hearts of many big people, it is already a fund that has the ability, understands the general trend, and takes the overall situation into account.

And with these three characteristics of the fund, basically, in terms of supervision, there will be preferential treatment, which makes the future development path of this fund more and more broad.

"Well, Mr. Su of Fortune Road is indeed growing at an amazing rate." Zhou Huaiming agreed with Tu Yuanhua's words very much, and responded, "In your twenties, you have this kind of overall situation, and your future is ...... It's really limitless, I feel that it won't take a year or two for the 'Yuhang Department' fund to occupy an important position in the domestic asset management system. ”

Tu Yuanhua bowed his head with a smile and said: "People who have the ability, understand the general trend, and take the overall situation into account are inevitable, this President Su ......."

Tu Yuanhua paused, remembering the scene of meeting with each other in Yanjing during the National Day.

I couldn't help but continue with great appreciation: "It's not an ordinary person! It's a pity that this person hasn't been used and cultivated within our system, and now that I think about it, it's still a pity. ”

"Although there are regrets, there is no way to do it." Zhou Huaiming said, "His congenital conditions are too low, in the selection of talents within our system, he must go through the original level, starting from the bottom step by step, General Manager Gan is not wrong in this matter." ”

Tu Yuanhua thought carefully for a moment, and also knew that the talent selection system within the system was not something he could change.

I couldn't help but wrinkle a little in annoyance, and I didn't speak.

"Lao Tu, what do you think...... How much money did this guy make this time around? Zhou Huaiming knew that Tu Yuanhua didn't like to hear things like the shortcomings of the collective internal system, so he couldn't help but change the topic, "There are 1.8 billion on the Dragon and Tiger list, and those who are not on the list are afraid that they are not smaller than the funds on the list, right?" ”

Tu Yuanhua pondered for a moment and replied: "It is estimated that at least three or four billion purchases will be made, otherwise in that case, the entire market will not be able to be leveraged, so to speak...... In the market private equity institutions, there are few people like him who operate so quickly, and the volume of tens of billions of funds, when operated, is still like a style of free capital, violently entering and exiting, and the fast, accurate, and ruthless trading style is simply exerted to the extreme. ”

"Not only private equity institutions, but also public institutions, at the level of capital volume he is in charge of, there is no one with such an operating style as him." Zhou Huaiming said, "This guy ...... He is really the only person in the whole market. ”

When Tu Yuanhua heard this, he laughed and said: "You are really right, it is really the only person in the whole market, less than a year, starting from scratch, creating a private equity scale of 10 billion, and in the market shocking market, it has achieved a performance of 'ten times in three months', anyway, I have seen it for the first time in my life, although over the years, in the financial trading market, there are many legends who are as shining as comets, but no one has his rapid growth rate, and no one has his market macro awareness at his age!" ”

"Honestly......"

Tu Yuanhua paused and said with a smile: "I really hope that he can really grow up!" ”

"The scale of tens of billions of assets under management has laid a solid foundation." Zhou Huaiming responded, "With the ability of this Mr. Su, as long as he is not in a hurry to make progress and does not take the wrong path, it should be inevitable that he will really grow up, even with the scale of asset management in his hands now, he can be regarded as the number one in the domestic asset management system." ”

"Indeed." Tu Yuanhua said, "According to the current data, there are only about 100 domestic asset management institutions of 10 billion yuan, which is indeed the number one, but it is ...... The larger the amount of funds, the more difficult the road will be, and many so-called tens of billions of asset management institutions are stuck at the threshold of 10 billion, and it is difficult to improve their performance, and the scale of asset management cannot be increased, and they are gradually abandoned by investors. ”

"But this definitely doesn't include this Mr. Su." Zhou Huaiming said, "Judging from his past operation records, this person's trading ability should not be underestimated, I feel that ...... The scale of tens of billions is not the apex of his ability, of course...... In addition to the short-term, it remains to be seen what the long-term investment ability of this person will be, and no one can know what the final upper limit will be. ”

"So...... I can only look forward to it! Tu Yuanhua said with a smile.

Regardless of whether there is a difference in the views of the two people, they are quite consistent in their optimism about 'Yuhang Investment' and 'Wealth Road'.

And in the conversation between the two......

As Tu Yuanhua guessed, inside the regulator at this moment.

Several leaders are also paying attention to the capital of 'Fortune Road', and they all gave quite good evaluations.

Of course, within the large institutions and regulators, when the 'Fortune Road' is being discussed, the majority of retail investors in the online stock forum are also hotly discussing the super money of the Fortune Road sweeping the dragon and tiger list and buying 1.8 billion days of funds.

"Haha...... Sure enough, it's the road to wealth! ”

"I'll just say, who can turn the tide in this market? Only Mr. Su of Fortune Road! ”

"In one breath, the 1.8 billion buying funds on the list are really bullish! This should be the highest net buying volume in a single day for a single seat on the Dragon and Tiger list, right? ”

"With that group of super institutions, the highest net buying volume can't be ranked, but it can definitely be ranked in the forefront of history."

"Mr. Su is amazing, he really saved the market by himself!"

"Indeed, Huijin and Joaquin are a ball, and they will always only know how to pull the bank and two barrels of oil, only the wealth road, and only Mr. Su is the real soul of the market."

"The exploding dragon and tiger list, the exploding Mr. Su!"

"Mr. Su, my idol! Since then...... Mr. Su is the god of the market, I said! ”

"The 'Road to Wealth' has long been canonized, does anyone need to say it? The only seat in the market, the only market vane. ”

"There are 1.8 billion on the list, and the actual purchase must be more than that, right?"

"You don't have to ask, you know, far more than that, I just reviewed, and the stocks that moved at the same time as the stocks on the list, those that were not on the list, let alone a dozen, I feel that the funds bought by the 'Fortune Road' today definitely exceed 3 billion!"

"Damn, 3 billion?"

"At least 3 billion, and possibly much more!"

"With such a large amount of buying, does it prove that the two core main lines of 'mobile Internet' and 'smartphone industry chain' are about to return to the king?"

"Needless to say, the king is definitely back!"

"The bearish has landed, the index adjustment is also in place, coupled with the 'Fortune Road' to increase positions and buy the bottom, it is almost an instantaneous heavy position intervention, as well as Fenda Technology, Internet Speed Technology, Changqu Technology, Huaqingbao...... This batch of hot stocks have exceeded the expected performance, and it is simply impossible for the two core main lines of 'mobile Internet' and 'smartphone industry chain' to return and lead the market to rise! ”

"Damn, why did you panic before, I knew that Fortune Road would be here to take the bottom, I'll make a hammer!"

"That's right! I have never felt that the investment logic of the two core main lines of 'mobile Internet' and 'smartphone industry chain' is so clear, hey...... I really shouldn't have panicked before, but today I cut meat at the lowest point, so ...... Now the intestines are all repentant, and once they go, the 100,000 profits are gone. ”

"I also cut the meat and sold it on the morning limit, but in the afternoon, when the technology was about to rise, it didn't feel right, and I chased it back, although I made a very big anti-t, thanks to almost 20 points, but I didn't lose the chips, and now I ...... Fortune Road has bought such a large amount of chips in the stock of Fenda Technology, and as the stock rises, it should be able to make up for the loss. ”

"Oh, iniquity! At the critical moment, he did not keep up with the road of wealth, and also did the reverse operation. ”

"It's still Fortune Road in the field, with chips in hand, to be at ease!"

"Indeed, once the Fortune Road is sold on a large scale, I always panic in my heart, and the results have proved ...... As long as the wealth road is sold, the market will inevitably plummet, but fortunately, in the darkest time, it has finally passed, and now the wealth road is slaughtered back, and the market outlook is definitely expected! ”

"Yes, the market outlook is definitely promising!"

"I'm not afraid to lose it for the time being, I have studied the buying history of Fortune Road, and after he buys, as long as he can follow up the next day, he will basically be able to make money and play."

"That didn't mean it...... I have to follow tomorrow! ”

"I hope that Fenda Technology will not open the market tomorrow, so that I can get back the lost chips."

"Fortune Road has the largest amount of purchases in the stock of Fenda Technology, and this stock is indeed the strongest in the intraday today, coupled with the performance of this stock has become clear, the stock price has a strong logical support, and it is estimated that the next ...... This stock will be the absolute leader of the market rally, right? ”

"Definitely, before the announcement of the negative news of the 'market IPO restart', that is, on the day the results of Fenda Technology were announced, this check had already become the dragon of the rebound of the two main lines of 'mobile Internet' and 'smartphone industry chain', but it is a pity...... At that time, the bearish did not land, and Fenda Technology was smashed by various profit funds and hedging funds on the price limit. ”

"Hua Qingbao and Changqu Technology, the two 'mobile game duo' are also good!"

"Netspeed Technology is also good, the absolute weight of the GEM No. 1, the future 100 billion market value giant."

"Hey, don't pick stocks, I think as long as the stocks bought by Fortune Road are not far behind, and if you chase them tomorrow, there is a high probability that you will be able to make money in the future."

"Indeed, as long as you stick to the two main lines of 'mobile Internet' and 'smart phone industry chain', it's always right!"

"As long as there is a way to wealth, the confidence of the market is there, I didn't say it, although I lost money today, but tomorrow I will directly do it with a full position, I don't believe it, the market is here...... It can still fall. ”

"In the future, the GEM index will definitely not fall below today's intraday low, right?"

"Look at the trend on June 25, today's gem is the same as the golden needle bottoming, and that day has the same meaning, I feel that today will be the starting point of a new round of market."

"Indeed, today's golden needle is quite beautiful."

"After the last round of market bottoming, out of the upward trend for more than a month, but also out of the 'Internet finance' sector stocks generally doubled to continue to make money, as well as the 'Shanghai Ganglian' this big demon stock nearly 7 times the rise, if there is really a new round of market, I believe the strength will not be the last round of difference."

"What you didn't say, just one word, just do it!"

In the extremely hot discussion among many retail investor groups......

At this moment, as the core figure being discussed, Su Yu sat in the trading room inside Yuhang Investment Company, briefly reviewed the market, looked at the data of the Dragon and Tiger List, and browsed various remarks on the Internet before turning his gaze to Li Meng and asking: "Today, what is the total amount of funds purchased by our company's two main funds?" What position has the overall position level returned? ”

After cleaning up all the transaction data, Li Meng replied: "Today, a total of about 4.4 billion yuan has been invested, and a total of 32 new stocks have been bought, of which 12 stocks are distributed in the 'Internet Finance' sector that you mentioned before, let us focus on, and then the other stocks are all popular stocks in the early stage related to the two main lines of 'mobile Internet' and 'smartphone industry chain'." ”

"As for the position level......

"Counting the chips that we have not fully withdrawn from before, the two funds currently hold a total of 5.026 billion yuan, and the position watermark is around 40%."

"That's it!" Su Yu bowed slightly, "It's a little beyond expectations." ”

According to his original expectations, it would be good to be able to buy more than 3 billion funds today.

Outcome...... In the market crash stage, the two main funds frantically devoured the 'market blood chips', which were more than 1 billion more than he expected.

"The main reason is that regardless of the cost of buying, as long as there is a sell-off in the market, we will take the initiative to take the order, which has caused us to buy a lot more than expected." Li Meng smiled and said, "But...... Judging by the closing results, as well as the change in market sentiment at the moment, it is well worth it. ”

After the market dragon and tiger list is published......

At this moment, the bullish sentiment is fermenting greatly, and among the vast number of investors in the entire market, there are already a small number of people who are still bearish on the market.

According to such a bullish sentiment fermentation situation, the market will definitely have an expected trend of violent repair tomorrow.

So...... All of the chips they bought today, regardless of the cost, were basically pretty good low-end chips.

Su Yu bowed slightly, and said: "Grasp the big and give up the small, the essence of the transaction, is like this, in the face of key opportunities, short-term cost fluctuations, in the end, look at ...... It's all insignificant, if we hesitate for a moment today, then the cost of getting the same level of chips in the follow-up will be at least 3 or 400 million higher, and now we get so many chips, which is equivalent to an extra 3 or 400 million profits. ”

"Hmm!" Li Meng nodded, "Between buying and selling, hesitation is indeed the enemy of trading!" ”

As Su Yu said......

In today's intraday, if they hadn't rushed ahead of time, then the main funds that found other opportunities in the follow-up would definitely have a large-scale influx after the market shrank at the end of the market, and the 'blood chips' after the market sentiment was completely cathartic...... They want to get so many chips and the cost goes up, so it won't be where it is now.

"Tomorrow...... Do we continue to increase our positions? Li Meng paused and asked.

Su Yu nodded and said: "The market has been exhausted in the short term, coupled with the recent sharp fall of the index, the catharsis of emotions has been completed, and the market must have a repair market to go, although it is not sure how high the height of this repair market is, but before the end of the year the capital is not completely tightened, there should still be a lot of opportunities." ”

"About 40% of the positions, although they have met our expectations, but at the beginning of the market repair."

"You can still try to add more positions up."

"I think ......"

Su Yu paused and said: "It is appropriate for the two funds to maintain the water level of about half of the position, so as not to miss the market, and at the same time, they can fully respond to various risks in the market." ”

"Good!" Li Meng nodded and said, "Then let's add another 10% of the position tomorrow, or in the next few days." ”

"But ......"

Li Meng paused, and said: "The volume of our two funds, compared with the two lines of 'mobile Internet' and 'smart phone industry chain', is too huge. ”

"So, my advice is ......"

"The remaining 10% of the additional funds can no longer buy the previous stocks."

"You have to look for new breakout directions, or other potential stocks."

"Hmm!" Su Yu said, "What you said is also a worry, in terms of individual stocks, you really can't hold too much of your position, otherwise you will be in trouble in the face of extreme situations." ”

"That's it......"

Su Yu thought for a while and continued: "After adding the target stocks of the two main lines of 'mobile Internet' and 'smartphone industry chain' that we selected to the limit position, the follow-up direction of increasing positions can be shifted to the field of 'automobiles and white electricity consumption'. ”

"Okay!" Li Meng nodded.

She put forward this idea, in fact, she did not hope that the follow-up part of the funds would make a profit in the short term, as long as it could relatively outperform the market and make a profit.

Su Yu proposed the field of 'automobile and white electricity consumption'.

This year's performance, although compared with the small and medium-sized board, the direction of the gem 'mobile Internet', 'smart phone industry chain' two main lines, and the main board direction, the main line concept of the 'Shanghai Free Trade Zone' that has been concentrated on the outbreak is not very eye-catching, but on the whole, its performance is still stronger than the market, and belongs to the national consumption boost plan 'home appliances to the countryside, cars to the countryside' direct benefit of the sector, in the context of domestic urbanization and infrastructure is still in the context of leapfrog development, there is also a sustained demand expectation in the future.

I believe that although the performance cannot outperform the core main line of the small and medium-sized board and the gem, it will not be too bad.

Moreover, the next heavy investment direction of the fund will still be based on the two main lines of the small and medium-sized board, the 'mobile Internet' and the 'smart phone industry chain'...... It's what they can afford.

As the two discussed the investment direction of the future market and the layout of their positions......

In the market, the discussion about the 'wealth road' and today's market situation is still continuing, and the institutional analysts, chief investment advisers, and financial influencers are still tirelessly singing about the market, making long bullish remarks to encourage market sentiment.

It's evening......

The regulators, who have been silent for a day, also issued the view that 'IPO restart is not equal to the bloodsucking market', and strictly limited the fundraising scale of listed companies in the early stage of IPO restart, fully expressing the regulator's care for the market, and at the same time looking forward to the signal that the market will continue to bullish and encourage longs.

As a result, in this situation, the bullish sentiment finally raised its head in an all-round way, and the bearish sentiment gradually weakened.

Tuesday, October 30, ushered in the second trading day after the release of the news of the 'IPO restart'.

At 9:15, in the eyes of everyone, everyone expects the market to create a rebound miracle after yesterday's miracle, the two cities ushered in a call auction.

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