Chapter 290: The Long-Lost Great Yang Line!

"The momentum is like a rainbow!"

Seeing the acceleration of the index, all kinds of hot spots and money-making effects in the two cities, are emerging, the market investment sentiment has picked up significantly, Shenzhen market, Xin Niu Fund, in the trading room, general manager Liu Xin looked at the fund manager Fang Xinsheng, can be described as full of joy, a piece of appreciation: "This time, we are perfect to step on the rebound node of the market, get a fairly high-quality market main line market chips, the end of the year red envelope, great expectations!" ”

Fang Xinsheng bowed slightly, and his face also showed a look of relief.

The wave of rapid diving at the beginning of the morning session, to be honest...... It was somewhat unexpected.

"The deep index, the gem index, and the small and medium-sized board index have now made up for yesterday's gap, and next, the market should not have much change." Fang Xinsheng said, "However, at the end of the year, the capital side usually tightens, after the market is supported here, the height of the rebound, I am afraid that it is limited, and our profit expectations should not be too high!" ”

Liu Xin smiled and said, "How much can you earn!" In my opinion...... We can catch this wave of market, and how much we earn is equivalent to picking it up for nothing. ”

According to his original idea, the fund should take profit at the end of the year with a light position or a short position.

As a result, now, under Fang Xinsheng's operation, he has also stepped on the rhythm and re-opened his position, and naturally all the profits are equivalent to things that exceed his personal expectations and are picked up for nothing.

"Although the capital at the end of the year will not be very abundant, the Shanghai Index and the ChiNext Index will most likely be in the range of 2300 to 2500 points, 1200 points to 1400 points, forming a volatile situation, but ......" Mu Zhengxing, the head of the trading team, couldn't help but express his opinion, "As the core of the main line of the market, the core hot stocks of the two main lines of 'mobile Internet' and 'smart phone industry chain' are likely to have a new high, or the opportunity to do double-headed, right?" If these tickets ...... If we can hit a new high, or do a double-head, then our expected profit margin is about 25%. ”

Fang Xinsheng responded: "Whether you can achieve the expectation you said depends on the evolution of market sentiment and the change of quantity and energy, in fact, I am thinking about ......"

Fang Xinsheng paused and said: "Fortune Road has increased its position in the two main lines of 'mobile Internet' and 'smartphone industry chain', and billions of funds have been involved at every turn. ”

"How?" Liu Xin asked.

As Liu Xin asked, Mu Zhengxing, the leader of the trading team, also looked at Fang Xinsheng with some doubts.

Fang Xinsheng saw the looks of the two of them, smiled, and replied: "It's very simple, the current impact on the long and short sentiment of the market is no less than the market sudden, with a significant impact on the good and bad news, from the previous trading experience of this road of funds, as long as his seat appears on the dragon and tiger list, no matter whether it is bought or sold, it will have a very obvious impact on the subsequent trend of the market." ”

"He kept buying...... Naturally, everyone is happy. ”

"If he continues to sell, as long as he shows an attitude of liquidation, it will be difficult to continue the core main line market related to it."

"And the conditions for such an impact ......"

"It caused him to participate in the main line of the core market, in the early stage, the market will develop very quickly, emotional fermentation is quite intense, but when he participated in the core of the main line of the market, out of a certain height, under the suppression of his large-scale positions, the relay funds that dare to participate in will drop sharply, resulting in the result of insufficient market acceptance, restricting the continued development of the market."

"After all, in a relatively high position, the relay funds, everyone is afraid that the wealth road will suddenly smash up."

"This is another prisoner's dilemma!" Fang Xinsheng sighed with emotion and continued, "Therefore, ...... the two core main lines of 'mobile Internet' and 'smartphone industry chain', under the guidance and drive of the capital of Fortune Road, how far can they go, is really uncertain." ”

"Although the wealth road is heavy, it will form a constraint on the height of the market and affect the relay funds for the follow-up normal follow-up, but in essence, the two core main lines of ...... 'mobile Internet' and 'smartphone industry chain' are still the strongest in the future of the market, right?" Mu Zhengxing questioned, "If the market has no other main line market, it can produce a continuous money-making effect, can carry large-scale capital follow-up, can support the index, replace the two core main lines of 'mobile Internet' and 'smart phone industry chain', and complete the process of 'high and low switching' of the market market. The money-making effect of the two main lines of the smartphone industry chain can continue, and the many active funds that are still active in the field, even if they don't want to chase the high relay, they are afraid that they have to passively chase the high relay. ”

Different from Fang Xinsheng's cautious ......

He is still optimistic about the market outlook, especially for the two core main lines of 'mobile Internet' and 'smartphone industry chain'.

After all, no matter from which aspect of the analysis, at this time, the market can not find other core main lines, in the future expectations, performance explosion, emotional guidance, capital gathering and other aspects, can replace the "mobile Internet", "smart phone industry chain" two main lines, to complete the task of leading the market, leading the index breakthrough.

And, in his opinion...... It's not that the market hasn't tried before.

'Shanghai Free Trade Zone', 'Restructuring Backdoor', 'Securities, Venture Capital' and many other previous main lines of the market are all attempts by funds from all walks of life in the market, but the results are ...... There is no main line that can continue to drive the sentiment and sentiment of the entire market, and there can be such a strong future expectation as the two core main lines of 'mobile Internet' and 'smart phone industry chain', as well as the ability to explode in future performance.

"At present, the two main lines of 'mobile Internet' and 'smartphone industry chain' are indeed the strongest conceptual main lines in the market, and they are also the areas that are most likely to gather popularity, emotion, and capital to lead the index to break through." Fang Xinsheng said, "But the market trend is ...... Whether it is an index or a mainline market trend, it will not be static. ”

"In the context of the resumption of IPOs, the valuation of these concept stocks has been passively suppressed, coupled with these two core main lines, compared with other sectors this year, compared with other concept stocks, it has risen too much, too much, even if the future is still very good, but there are also some obvious overdrafts."

"...... at the current location"

"From the technical level, the analysis of funds and emotions can be intervened."

"But we can't get too deep, really when these two main lines can be continued, we really expect that the stock price of related popular stocks can rise to the sky."

"It's always good to be cautious."

"I agree with Mr. Liu's statement, let's do this market as a year-end red envelope market, as a rebound market, and appropriately reduce expectations, so as to avoid the end of the day, with too many expectations in my heart, but at the critical moment, I missed the opportunity to reduce my position and sell."

"The wealth road will intensify the market in the early stage, and in the later stage, it will restrict the development of the market."

"Therefore, my suggestion is that in the follow-up in the case of 'mobile Internet' and 'smart phone industry chain', the two main core popular stocks have risen from the bottom by more than 20%, we should not continue to increase positions on a large scale, and we will maintain the current dynamic balance of positions, and sell as much as we buy on the same day."

"Yes!" Liu Xin heard Fang Xinsheng's words and completely agreed.

He is actually quite disgusted with the continuous pursuit of high buying, and Fang Xinsheng's strategy is exactly what he wants.

Of course, he essentially ......

I didn't expect that in the past two days, Fang Xinsheng, who followed up with heavy positions one after another, did not hesitate to grab funds at a high level, at this moment the GEM index has risen by more than 3%, and the two cities have fully completed the comprehensive transformation from short to long, its trading strategy and trading strategy will usher in such a big change.

Originally, he thought that Fang Xinsheng would press into the heavy position and continue to grab funds after the market bullish trend was clear.

Of course, this also shows that Fang Xinsheng is not a radical 'performance-only' fund manager as he thought before, but a fund manager who is quite steady, rough and detailed, knows opportunities, understands risks, and has a well-founded approach to advance and retreat, which makes him feel like poaching people at a high price and finally 'picking up treasures'.

And with the trio's different views on the market......

Time has crossed 1:15, the Shanghai Index sideways shock in the range of 0.75% to 1% of the rise, while the small and medium-sized board index, the gem index, both broke through to the 3.5% increase in the vicinity, the entire 'mobile Internet', 'smart phone industry chain' main line related to the concept of plates, and its popular stocks, has more than 20 touched the limit, and 16 blocked the limit, the market can be described as hot.

At the same time, on the major stock trading network forums, in the major exchange groups.

The majority of investors, the mood is extremely high-pitched, countless people chase up and increase positions, shouting to buy!

Subsequently, at 1:20, under the continued popularity of the two main lines of 'mobile Internet' and 'smart phone industry chain', and when almost all related popular stocks have risen to intraday highs, funds from all walks of life began to spill over to other conceptual fields.

At 1:22, 4G communications, electronic information and other conceptual sectors advanced by leaps and bounds, and the overall movement rose.

At 1:25, the concept of semiconductors and new materials moved up.

At 1:28, the low level was over-falling, and the 'restructuring backdoor' that had been abandoned by the main funds for more than half a month in a row achieved an over-fall rebound.

At 1:31, the low-level consumption of medicine and food received financial attention.

At 1:35, automobiles and white electricity continued to rise, Gree Electric Appliances and Midea Group, two home appliance stocks, rose by more than 5%, and Great Wall Motors, Changan Automobile, BYD and other vehicle stocks also rose by more than 5%.

At 1:42 a.m., the 'securities, venture capital' that fell sharply for days ushered in a rebound, banks, two barrels of oil and other heavy stocks used by Huijin and Huajin to protect the disk yesterday also began to shrink the decline, even the market expectations are very poor, and the coal, nonferrous metals, steel, liquor and other sectors at the trough of the cycle have also ushered in the attention of a lot of bottom-buying funds at this moment.

At 1:55, all industries and all conceptual sectors in the two cities reached the red plate state, and the entire market ...... ushered in a comprehensive general rise situation.

At 1:58, after both 'mobile games' and 'wearable devices', the 'Internet finance' concept sector rose by more than 5%, ushering in the rising tide, and at this moment, the GEM index stood at 1255 points, up more than 4%, and nearly 200 constituent stocks, except for a few suspended, all the rest were red, and none of them fell.

At 2:01, the Shanghai Composite Index rose by more than 1.5%, and the two major concept sectors of automobiles and white goods rose by more than 3%.

"Oh my God, the GEM refers to today's amplitude, and it's almost catching up with yesterday."

The whole market rose sharply, the momentum was like a rainbow, and when the breakthrough was one after another, inside Yanjing, Anlan Fund, and in the trading room, Xie Wanting was very shocked: "Sure enough, there will be a sharp rise in the plunge, and today's gem refers to this big white line, which really boosts morale and market investment confidence." ”

"The market is seriously over-falling in the short term, coupled with the intensification of the wealth road, and it is reasonable to have a retaliatory rebound." On Xie Wanting's side, Zhou Guohua said, "Anyway, after two days of violent shocks, the negative effects of the resumption of the market IPO can be regarded as digested." ”

"If the market ...... later"

"If there is no new major bearish suppression, the Shanghai Composite Index and the ChiNext Index should still touch the annual highs set in the previous period."

"As for whether a breakthrough can be formed, if the volume can be maintained at this stage, it is still around 100 billion and cannot be really enlarged, it is estimated that it will still be difficult."

"But regardless of whether it can break through or not, the market should have completely departed from the previous bear market stage."

"It's hard to have the same immeasurable downward trend as before."

Xie Wanting nodded, agreeing with the teacher's analysis, paused, and asked: "What does the teacher think of the two core main lines of 'mobile Internet' and 'smartphone industry chain', and can these popular stocks with strong rebounds reach new highs?" ”

"In the short term, it should be difficult!" Zhou Guohua said, "Many popular stocks are piled up at the top of the hedging chips, but not a little bit, and the previous tickets fell from the top, the speed is too fast, too urgent, many hedged chips, have not had time to digest, this has to go up in waves...... Without the support of sufficient market energy, it is difficult to bear, unless the continuation of the trend is extended and slowly grinded. ”

"But usually, that's how institutions do it."

"And this wave of market adjustment, Fortune Road with the help of the 'market IPO restart' news, the securities, venture capital sector, can be said to be the original gathering in the small and medium-sized board, the gem on a lot of institutional main force, have attracted securities, banks and other weighted stocks, the small and medium-sized board, the gem popular core stocks, there is no institutional position, mostly private equity funds and capital convergence, and private equity funds and funds, usually everyone has little patience, it is difficult to consume the hedge plate above little by little, and slowly grind the stock price up."

"So ......"

"I guess that the highs of this wave of rebound in the two main lines of 'mobile Internet' and 'smartphone industry chain' should not exceed the highs created in the previous wave."

"Of course, if you stretch the timeline ......"

"In the case of 'mobile Internet' and 'smart phone industry chain' The two main lines still have strong future expectations, and some popular stocks with expected prospects and explosive performance are likely to be able to surpass the previous high and walk out of a new wave of upward trend."

"The era of intelligence, the era of mobile Internet ......"

Zhou Guohua smiled and said: "As a financial investor, even if the cognition is slow, at this time, we should also realize that the combination of hardware and software in these two fields is really the general trend of future economic development, and it is also the biggest potential outlet for investment opportunities." ”

"So, no matter this wave, whether these hot stocks can hit new highs."

"These two areas are both investment areas worth digging into."

"I estimate that in these two main line investments, the batch of bull stocks of 'Hua Qingbao, Fenda Technology, Network Speed Technology, Changqu Technology, ......', is just the beginning, just to open the curtain of the future trend, and the follow-up opportunities and cattle stocks generated in these two main lines are afraid that there will be countless more."

"Hmm!" Xie Wanting happily responded, "Indeed, I also have the same idea as the teacher. ”

"And ......"

Xie Wanting paused and continued: "I feel that Mr. Su of Fortune Road is afraid that he has the same idea, and he is not only killed by the 'return gun' with this hand, I feel that it is not only the retail investors who are trapped at the top of the stock prices of the two core main lines of 'mobile Internet' and 'smartphone industry chain', but also many institutions that have chased into the main board fields such as 'securities and venture capital' and lost the chips of the two core main lines of 'mobile Internet' and 'smartphone industry chain'...... He should be using this out-of-one entry to clean up the chips of the two main lines of 'mobile Internet' and 'smart phone industry chain' on a large scale, and reconsolidate the chip structure. ”

"If that's the case...... Zhou Guohua smiled and said, "Then this stroke is not ordinary!" ”

Xie Wanting responded with a little embarrassment: "I'm guessing too, but fortunately, this time...... We've completely kept up with his rebalancing, and whatever his motivation is, it doesn't have much of an impact on us, this time anyway...... He didn't want to get rid of me. ”

"Wan Ting, ......" Zhou Guohua pondered for a moment and said, "Although it is good to follow the trend, we still have to have our own trading point judgment, so as not to grasp the other party's motivation when the context is confused, any person who operates the formation of the trading system, or has to think independently, only out of their own independent road, in the market trading this avenue, you can always be invincible." ”

Following others is often easy to lose oneself.

The essence of financial trading is cognitive judgment, which is why there are two widely circulated sayings such as "every trader can only make money within cognition" and "money earned by luck will always be lost back by ability".

And following others, without their own cognitive judgment, that is, to make money by luck.

One day, I will lose it back with my own cognitive skills.

Seeing the teacher's serious expression, Xie Wanting was silent for a while before nodding seriously, and then ...... That's when we get our eyes back on the market that's being traded.

I saw that at this time, the time had passed 2:15, and the trading situation of the two cities tended to be stable.

The Shanghai Composite Index fluctuated at about 1.5%, and the ChiNext Index fluctuated between 3.5% and 4.2%, and the time-sharing trading volume of the two markets has begun to shrink significantly compared with the previous trading time.

This shows that the market volume can not be further expanded, and the index cannot be further increased here.

Of course, this also stems from the fact that many popular stocks in the day have been closed and can no longer release too much energy, and other non-core concept stocks, in the previous index counteroffensive, have also risen to the high point of the day, many investors who have not yet entered the market, in their hearts for these tickets are not strong, so the high level of following the trend has hesitated, which has led to the market here, can not release too much energy, can not continue to rise.

But the index, albeit because of the volume and energy problem, has stagnated here.

But it's also hard to dive down.

Because after most of the day's market counteroffensive, the entire market investment sentiment has picked up across the board, and after the wave of rapid diving demonstration at the beginning of the morning, the expectation of 'diving is a buying point', this moment is almost the general view of the entire market, so ...... Indices tend to fall and dive at the beginning, and the market time-sharing volume can be enlarged month-on-month, and there is a large influx of undertakers.

So...... In subsequent trading hours.

Shanghai Index, Shenzhen Index, ChiNext Index, Small and Medium-sized Board Index...... All the important indices of the entire market basically maintained a strong shock situation until the close.

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

Shanghai was designated at 2336.21 points, up 1.62%; The GEM was designated at 1251.46 points, an increase of 3.89%, and the two cities traded a total of 126.9 billion, which was not much different from yesterday's turnover in the two cities, a slight increase, but did not stand on the 130 billion mark that everyone expected.

In addition to indices, sectors and individual stocks.

All industries and conceptual sectors in the two cities are all red today, and the phenomenon of general rise is more obvious.

Among them, the concept plates related to the two main lines of 'mobile Internet' and 'smart phone industry chain' are the absolute core of the market's attention, and in the related concept plates, 'mobile games', 'wearable devices', 'Internet finance', 'Apple concept', and 'domestic software' have risen by more than 5%, supporting the entire gem and small and medium-sized board index.

The rest of the concept sectors such as 'complete automobiles', 'white goods', 'mobile payment', and 'smart city' also performed more today, outperforming the strongest GEM index.

In terms of popular stocks, Fenda Technology has reduced the daily limit and realized the second daily limit after the earth-sky board.

It has also become the core leading stock with the highest popularity and the most attention in the current market.

Other Huaqingbao, Changqu Technology, Netspeed Technology, Huake Jincai, Shanghai Ganglian, Tianyu Information, Shuobeide, Xinwei Communication, LeTV, Huayi Brothers, Meisheng Culture, Yaoji Technology...... and many other popular stocks, which have also been blocked, and the money-making effect is extremely hot.

Of course, today's automobiles are in the field of white goods.

Great Wall Motors, Gree Electric Appliances, Midea Electric Appliances, Changan Automobile and other relatively large large-cap stocks with huge circulation have risen by more than 7%, showing an extremely strong state, which still greatly exceeds market expectations, ushering in the attention of many large funds, and wantonly following the trend.

After closing......

The majority of investors in the market, regardless of institutions, funds, or retail investors, except for the part of the investor group that went out early and cut the meat at a low level in the morning dive, the vast majority of investors are extremely excited and excited in their hearts, after all, this is the market after many days, after a continuous plunge, a rare general rise in the big white line.

And in the atmosphere that the bullish sentiment continues to pervade, investors are excited to discuss, and they are all sharing with each other how many price limits they have grabbed today and how much they have earned.

Analysts from major institutions, major financial media.

It also gave full play to his role as a 'market trumpeter', and continued to sing more desperately for various reasons and various analyses.

Of course, in the macro context that the regulator has long set the tone for the market, and the market IPO restart plan is waiting for the safe landing, these so-called 'market trumpeters' can only sing long like crazy, after all, if they really sing short at this time, it is to ignore the overall situation and maliciously short the market.

And in the entire market, whether online or offline, whether it is an institution, a large household, or a small household.

When they were immersed in the joy of raising their eyebrows.

The Dragon and Tiger List, which was announced and refreshed at half past 5 o'clock in the afternoon, once again poured a layer of hot oil on the rekindled flame of market sentiment.

Saw......

On the refreshed Dragon and Tiger list, Fortune Road once again boarded the buying seats of 5 popular stocks, with a total of 360 million purchases!

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