"How many chips have we reduced our holdings and how much money have we withdrawn today?" Su Yu asked after a pause.

Li Meng responded: "The total position of several major funds has been reduced to about 90%, of which, a total of 540 million chips have been reduced today, and the available liquidity of the fund has returned to the 2.5 billion mark." ”

"As for the shareholding structure......

Li Meng paused and continued: "Our position in the core weight stocks of the main line of 'big infrastructure' has decreased, and similarly, the proportion of positions in the field of 'film and television media' has also dropped a lot, and our position in the field of 'big infrastructure' small and medium-sized stocks, as well as the proportion of positions in the field of 'Internet finance', is still on the rise, and the proportion of positions in the field of 'military industry' has remained constant at present. ”

"Good!" Su Yu nodded in Li Meng's report.

"Master, on the list of dragons and tigers in today's market, the check of 'Hengsheng Electronics' is very noteworthy." While Su Yu and Li Meng were talking, Liu Yuan, who had carefully reviewed the check, suddenly said, "The trading seat of this check is very balanced, and the main one for this check today is actually the trading seat of 'Yuhang Four Seasons Road'. ”

"This check is really noteworthy." Su Yu bowed slightly.

"I just can't understand this check, what logic is it going." Li Meng answered, "There are so many votes in the field of 'Internet finance', I didn't expect this check to become the leader of this concept of the main line, compared with the performance expectations, growth space, circulation volume and other factors, the same business type of Huake Jincai, Jinzheng shares, Sunline Technology, Yinjie Technology This check is obviously more in line with the hype factor." ”

"'Yuhang Four Seasons Road' attacked this check, and what I fancy should not be the 'Internet finance' concept attribute of this check, right?" Zhao Lijun thought about it and continued, "But other hype factors are not revealed on the market at present, or there are no signs of linkage between other directions and this stock." ”

"Is there a potential blockbuster benefit?" Wang Can answered and guessed.

Zhang Guobing thought for a while, shook his head, and responded: "It should not be driven by the good news side, after all, the good drive of the news side is a suddenness, and the trend of its related stock prices, driven by the direct positive situation, the trend will not be such a slow volume, continuous upward attack, step by step volume limit trend, but will form a rapid rise, straight line sealing plate shrinkage rise pattern." ”

"It's not a potential positive driver on the news side, so what is the motivation for today's 'Zhang Mengzhu' who is focusing on this check to continue to increase his position in this stock?" Wang Can was confused, "Is it just that you are simply optimistic about this stock, or do you think that the reported performance of this stock is very good and will greatly exceed market expectations?" ”

Zhu Tianyang was silent for a while, and only then did he respond: "I have carefully studied the main business structure and historical performance of these stocks such as 'Hengsheng Electronics, Huake Jincai, Jinzheng Shares, Yinjie Technology, and Sunline Technology', as well as the development of the entire 'financial software' industry, as well as the performance confirmation model." ”

"I found that this subdivision of the industry has a relatively obvious characteristic."

"That is, their revenue performance, most of which are confirmed in the fourth quarter, and the other quarters actually do not reflect the annual performance, revenue, and profit."

"Although the current subdivision of the industry, thanks to the traditional financial institutions are developing handheld clients."

"The new business orders of these related business software development companies are also in the process of a short-term outbreak, but what kind of situation is the real performance response, in fact, the market expectations are still relatively hazy, and the expectations of the entire market for this field are not very hot."

"In terms of relative expectations, the investment expectations in this field are far less than those in the field of 'smart phone industry chain' and other 'mobile Internet' concepts."

"Therefore, if it is simply hyped with the logical expectation of the line of 'Internet finance'."

"The trend of the check of 'Hengsheng Electronics' should not be so strong, because in this direction, the current market does not have much room for expected differences."

"Of course, it is even more unlikely to hype the logical line, and it will be the performance expectation of the report."

Su Yu heard Zhu Tianyang's analysis, bowed slightly, quite appreciative, and then asked again: "Tianyang, why do you think this stock will be continuously favored by Zhang Mengzhu of 'Four Seasons Road', and why will it buck the trend when the performance of the entire popular main line field in the early stage is not good, and then directly drive the entire 'Internet finance' concept plate to strengthen?" What do you think is the key logic that underpins the continued strength of this check? ”

Zhu Tianyang's face was full of confidence, and he responded with a smile: "I think it should be the underlying hype logic derived from the equity structure of this check. ”

"In terms of shareholding structure?" Wang Can was stunned.

"You mean...... Ahri Baba? Li Meng reacted instantly.

After the change of equity in the first two years, the controlling shareholder behind Hengsheng Electronics has become Ahri Baba, and it can be said that this check is the purest "Ali system" stock in the two cities, and it is indeed a pure "Ahri Baba concept" stock.

"Hmm!" Zhu Tianyang nodded, "Only this explanation and logic make sense, and I heard that Ahri Baba Group has passed the listing inquiry stage in the U.S. stock market, and it should be officially listed on the NASDAQ market next month or August or September at the latest." ”

"The financial trading market in which Zhang Mengzhu of 'Four Seasons Road' was mainly active before was mainly the Hong Kong stock market."

"...... on the message surface"

"I guess Zhang Mengzhu should have gotten some definite news, so he continued to build a position in the stock of 'Hengsheng Electronics'."

"Mr. Su ......"

Speaking of this, Zhu Tianyang turned his gaze and stared at Su Yu seriously, and continued: "With the re-listing of the domestic Internet giant 'Ahri Baba', the corresponding concept stocks will definitely be pushed to the forefront, which can be regarded as a relatively certain direction of concept hype in the current market. ”

"Moreover, it happens that the core concept stock is the check of 'Hengsheng Electronics'."

"I think we can actually take advantage of the hype concept of the market'Ahri Baba', which has not been excavated and recognized by the market, to intervene first, and take this as the landing point, cooperate with the influence of Zhang Mengzhu's seat, pull the line of 'Internet finance', and expand the market situation step by step to the direction of the hot main line field in the early stage dominated by our fund."

"After all, in the minds of the majority of investors in the current market."

"The line of 'Internet finance' is closely linked with it, and the two lines of 'large infrastructure' and 'military industry' are closely linked."

"At the same time, looking at the data of the market dragon and tiger list in the last two days, as well as the overall market trend, the main group of institutions that focus on the 'small and medium-cap concept growth stocks' also seems to have deliberately avoided the main line of the concept of 'Internet finance'. The three fields of film and television media have been used as the main breakthrough directions. ”

"In short, the check of 'Hengsheng Electronics', as well as the entire concept of 'Ahri Baba', we can make full use of it at the moment."

"And today's market data is ......"

"The most valuable stock on the list, I think it is indeed the check of 'Hengsheng Electronics'."

"Be careful!" After listening to Zhu Tianyang's analysis, Zhang Guobing's eyes suddenly lit up, and he said excitedly, "Mr. Su, in the current market, the majority of investor groups have realized the huge divergence between the Shanghai and Shenzhen markets, and according to the market trend, many major institutional groups are indeed deliberately avoiding the main line of our 'Yuhang system' heavy position, and finding another way to break through from other directions." ”

"In the direction of 'large infrastructure', the current adjustment has not ended, and the upward expectation is insufficient."

"If we want to maintain the popularity of our fund's dominant market direction, we really have to start from the line of 'Internet finance'."

"And if we want to continue to leverage the line of 'Internet finance'."

"It is undoubtedly very appropriate to take 'Hengsheng Electronics' as the landing point, pull out the hype branch of 'Ahri Baba Concept', which everyone is not prepared for, and continue to stimulate market speculation."

"The current market has formed our entire 'Yu Hang system' key layout of the main line of the market will be linked to each other's speculation expectations, as long as we successfully pull out the 'Ahri Baba concept' this hype branch, and successfully drive the market speculation, then we can use this as a fulcrum, the sentiment will be re-spread to the 'Internet finance', 'military industry', 'big infrastructure', which is dominated by us, in the hearts of the majority of investors has a certain linkage effect of the main line of the market."

"Moreover, more importantly, in the entire market, there are not many core stocks of the 'Ahri Baba Concept', and we can't use too much capital to pull out this hype branch."

"Hmm!" Li Meng also responded at this time, "Use a small amount of funds to dig out a new concept, find a market location, and finally make investors form a huge market expectation for the main line of our 'Yuhang system' layout field, this idea...... It's still good, indeed. ”

In general, after their continuous temptation.

The reason why the majority of investors in the market still cannot form a consistent strong expectation in a series of main line areas they dominate is because everyone has insufficient market expectations and confidence in the main line areas they dominate, and at the same time, the main lines they dominate have not shown a sustained money-making effect in recent days.

And what if, in the next few days, they excavate and lead the concept plate, and get out of this money-making effect and expectations?

Then they can use this as a fulcrum to pry the entire hype sentiment and spread to the main line field dominated by the entire 'Yuhang system', and at that time...... Naturally, the time for the market to really break through is coming.

Thinking about this, everyone in the trading room more or less agrees with this logic.

After everyone finished expressing their respective review views, Su Yu smiled, glanced around at everyone again, and said: "Since everyone agrees, then according to what Tianyang said, let's try it on the hype branch of the 'Ahri Baba concept', if we can drive the market speculation sentiment and confidence, continue to 'Internet finance', 'military industry', ' It is naturally good to converge in the early stage of the main line areas led by us, but even if it cannot be successful, in the case of small investment, the impact on the net value of our fund is not a big problem. ”

After speaking, Su Yu began to let everyone study the same kind of 'Ahri Baba' concept stocks as 'Hengsheng Electronics'.

】

And almost at the same time.

Yuhang, in a private villa.

As the owner of the trading seat of 'Yuhang Four Seasons Road', Zhang Jianping took a sip of tea, glanced at the freshly released data of the dragon and tiger list of the two cities, and said with a smile: "Lao Liu, you said that today's stocks such as LeTV, Huayi Brothers, and Crystal Optoelectronics are clearly the institutional seats that are counterparties to the funds of the 'Yuhang Department', which institution in the industry is it?" This handiwork...... It's kind of scary. ”

"Why do you ask me?" Sitting beside Zhang Jianping, the middle-aged man he called 'Lao Liu' said with a smile, "Don't you already have a number in your heart?" ”

Zhang Jianping put down the teacup in his hand and said: "I'm not very sure, I just think that the fight between these two 'immortals' is not necessarily a good thing for the entire market trend, but the funds of the 'Yuhang Department' are still increasing their positions today, and I obviously noticed that the check of the 'Hengsheng Electronics' we laid out is still quite surprising to me, the Mr. Su of the 'Yuhang Department' is indeed something!" ”

"It's not a fluke that people can get to where they are today." Lao Liu said with a smile, "Moreover, you pulled the check of 'Hengsheng Electronics' today, didn't you want to let the other party notice it, and dig out the logic behind the check, so as to lift the sedan chair for the chips you participated in?" ”

"Even so, the other party's sense of smell is still too frightening." Zhang Jianping responded.

"This is the top market trader!" Lao Liu sighed with emotion, and continued, "The market should be very exciting tomorrow, and this group of institutions after the Modu offline investment strategy meeting will collectively focus on the 'smart phone industry chain' and 'Internet software' and 'film and television media' as breakthroughs, I'm afraid it will be a miscalculation." ”