Chapter 388: The Fish Takes the Bait, Superconductivity Reverses!

The next day, Chen Daojun just let his subordinates hold positions normally and enjoy this rare moment of steady asset appreciation.

At this time on Wall Street, the concept of superconductivity has undoubtedly become the new favorite of this month.

After being popular in the market, at the opening of today's market, many superconducting concept stocks have come out of the super gains, and several large stocks in the intraday have been continuously slammed up by more than 200-3 million hands.

These concept stocks have successfully promoted to popular stocks today.

We can't buy shares of electrical and polymer materials, so we turn around and buy other superconducting concept stocks, setting off a round of popularity of the total leading price limit to drive the collective take-off of the plate, and the superconducting concept plate in the morning skyrocketed and is still continuing to rise, setting off a tide of price limit in the plate.

When emotions come, the chicken dog ascends to heaven, and the ebb and flow of emotions is, of course, a chicken feather.

On the one hand, market funds are speculating on other stocks in the sector, and on the other hand, they are also focusing on such stocks, which is the eye of this wave of market, as long as these stocks are stable, this wave of market will not end easily.

After today's closing, the superconducting concept theme sector rose sharply, with a total of 30 superconducting concept stocks all soaring, and other related miscellaneous hairs and the like also rose sharply.

By the end of the week, the news continued to ferment, and the attention and heat of the capital market continued to soar.

Robertson is a chicken thief, and after the Tiger Fund entered the market in a big way, he then made an official statement to the outside world, saying that he could not sit back and watch such a good market and opportunities slip through the palm of his hand like other funds.

In an interview with the media, Robertson also emphasized: "I believe that room temperature superconductivity has been successfully developed, and the rest, as long as laboratories around the world are successfully copied, it will not be long before room temperature superconductivity will enter the assembly line, and we will usher in a new era."

Even when the host asked him whether he would invest if superconductivity was true, Robertson said categorically: "Yes, I will sell all my houses to devote myself to the superconductivity business, and if it is too late, I may not even be able to drink soup."

As his interview aired, some of Tiger Fund's voluntarily disclosed holdings became known to the public.

Everyone was stunned when they found out that his stock was generally in surplus above 60%.

How long has it been?

Not even a week!

It's like grabbing money in the stock market!

Countless citizens of country M collectively lost sleep that night.

Tossing and turning on the bed, thinking about one word.

Rush!

That night, Chen Daojun, under the leadership of special people, saw the imprisoned Kerry.

I saw Kerry looking calm inside, and even smoking a cigarette.

Chen Daojun frowned.

He looked at the other party condescendingly: "It seems that you are living a good life." ”

Kerry showed his white teeth when he heard this, he stood up, held the railing with both hands, and said with a smile: "There is even better, even if I am suspected of being an S person over there, what can you do with me, in another half a month, I will be able to get out easily!" ”

The reason why Kerry was able to be so arrogant.

Because it's all conventional.

No matter what the M Army committed on the side of the Han Country, unless the nature was particularly serious, the people of the Han Country were outraged.

It is possible to imprison people for more than ten years.

But like him, who has an identity and a family connection, has already bought off many military prison J.

There is no such thing as a trial.

Kerry sticks out his middle finger and makes a defiant gesture.

Who knows, Chen Daojun quickly grabbed his fingers, clicked his backhand, and twisted it directly.

"Uhhh

Kerry let out a wail, and beads of sweat rolled down his face.

It is said that ten fingers are connected to the heart, and the pain in the fingers can even make people faint.

Chen Daojun saw that the other party was dying and dared to fill a cup in front of him, thinking of the information collected by Wu Bingjun.

He continued to pinch the other party's broken middle finger, and pinched it a little harder, the other party's face turned pale in pain, and he looked at Daojun with a frightened face.

It was as if there was a devil in front of him right now.

"Open the door."

Under Kerry's incredulous expression, Chen Daojun kicked him to the ground, and then output a meal, and hit him crying and calling his mother.

This guy was originally the commander of the cold base, but now he is rolling on the ground like a dead dog.

Chen Daojun was indescribably happy in his heart.

After a while, after Chen Daojun finished venting, he clapped his hands, stepped on Kerry's head with his foot, and then squatted down slightly, and said in his ear: "This is just the beginning, I will let you know what it is, it is better to live than to die!" ”

"You!?"

Kerry could hear something bad in his words.

"Your father has always liked to trade stocks, right, I'll help him well, hehe."

"Hey, what are you going to do??"

"Smack."

Shi Shiran walked out of the cell, and then someone immediately closed the lock.

Only Kerry behind him hissed and cursed.

That's right, Kerry's father was a gambler and addicted to the stock market.

Chen Daojun has recently finished arranging, just waiting for a good harvest, since this is the case, Kerry's father will be used as an additive!

Soon, his father was approached and claimed to have a way to rescue Kerry.

The world is as dark as a crow, and when he heard that there was a way, Kerry's father immediately said that as long as he could save his son, money was not a problem.

But the people sent by Wu Bingjun had already investigated their family's assets clearly.

The casual number made Kerry's father entangled.

Because, it takes $20 million to rescue Kerry, and he only has $2 million.

So, after the salesman left, Kerry's father frantically counted the family's assets, and at this moment, the news about the soaring stock price of "superconducting concept stocks" came out of the TV.

There is still a difference of 18 million US dollars, which is fine in normal times, but at present, superconducting concept stocks are picking up money.

You only need to increase leverage, and the money in your hand can be invested in shares for a few days!

Kerry's father was still hesitant, and he didn't pay attention one afternoon, and directly lost more than $300,000 first.

Losing money in front of me is even worse.

In desperation, he could only use the remaining money to increase his leverage tenfold, in order to be able to catch a ride and make a wave of returns.

On the weekend's news side, celebrities from all walks of life are analyzing and interpreting in various ways, and the final result is that there is no panic!

No matter what you say, the Tiger Fund has smashed four or five billion yuan into it, this is real money smashed into it, and the tiger will leave at a loss?

Everyone doesn't believe it!

But Chen Daojun understands something.

The logic of this wave of market remains unchanged, as long as there are no major changes in the news surface, this wave of superconductivity concept will definitely not end easily.

……

It's Monday.

At the opening of the new week, the concept of superconductivity really did not mean to go out, and as the Wall Street tycoons recognized by everyone joined the battle, but the market funds quickly put the stock on top, and everyone was full of confidence.

In the morning, the polymer materials company of the superconducting concept opened high and quickly closed the board limit, becoming the first stock to lead the rise in the superconducting concept plate in the new week, and all funds in the market began to pay attention to the first leading electrical company.

On the same day, the electric company successfully completed the promotion and became the new popular leader of the superconducting concept plate.

It rose on Monday, Tuesday, Wednesday, Thursday, and Friday was still strong.

And different from the word board of polymer materials shares, the electric company is beating the drum and passing the flower relay to rise, the relay funds do not eat alone, pull up a wave to eat a rise and leave, and then the new capital to carry out the plate relay, promoting the trend of the electric company all the way up continuously.

After the new week came out of five consecutive boards, plus a rise last Friday, it has gone out of six consecutive rises, and it has become the general leader of this wave of emotional hype without suspense.

The whole superconducting concept has gone crazy.

It is no exaggeration to say that the most eye-catching drama in the world this year is "superconductivity", which can definitely be called the year of "superconductivity".

At the turn of half a year, various superconducting funds are competing to steal the spotlight.

Superconducting capital superconductivity and other capital superconductivity have completely different status in the minds of many people.

In fact, the most enjoyable thing to play superconducting this year is not that it is not otherwise, but insurance funds, insurance funds have repeatedly made waves in the capital market, and frequently superconducting listed companies, and insurance funds have caused market shocks wherever they go.

Nowadays, it is even worse, with the shortage of assets and the decline in interest rates, the proportion of insurance capital to equity assets continues to rise, and where these funds go, the relevant stocks have risen extremely sharply, and the investment style of fast in and fast out has simply subverted people's low-key and conservative image of insurance capital.

Kerry's father has unknowingly saved 150% of the floating profit.

New York, M country day by day company.

"Come in!"

Chen Daojun leaned back in the boss's chair on the desk and closed his eyes to recuperate, and when he heard someone knocking on the door, he answered.

Walking into the office is Jiang Shengyu, "Half an hour after today's closing, the regulator of country M has spoken, in the face of the speculation of insurance capital in the capital market 'fast in and out', as well as the leveraged buyout behind the superconducting chaos, the regulator is stern, saying that a series of targeted measures will be introduced, and some sources claim that after the secondary market increases by more than 10% in the future, every 5% increase will trigger a warning, and it is no longer an integer multiple of 5% to trigger the next warning." ”

Chen Daojun couldn't help but open his eyes when he heard this, and said, "So strict? It seems that the regulators can't stand it anymore, and it's time for the hype of the superconducting concept to go out. ”

Today's after-hours news is a major negative for the hot and abnormal superconducting concept theme, which means that insurance superconductivity will face stricter supervision, which is undoubtedly a heavy blow to the superconducting concept sector.

Chen Daojun pondered for a moment, and then decided: "Understand the spirit of the management, since the management wants to cool down the hype concept of superconductivity, then I will take the initiative to be a firefighter every day." ”

Jiang Shengyu was curious: "How to be?" ”

Chen Daojun said with a smile: "Simple, let's pour a basin of cold water out on the weekend, and directly announce the LK-99 to the public After careful consideration, we decided not to wait." ”

This superconductivity is not the other superconductor, Chen Daojun simply threw out the card now to cooperate with the management of the rectification of the concept of superconductivity, although this active superconductivity behavior seems to make the concept of superconductivity more popular.

But when you think about it, it's not like that at all.

Day by day, capital frantically buys 20 varieties, including speculative stocks.

But there are also some that are really serious about investing in a company and holding it for a long time, which is definitely not the kind of "fast in and fast out" speculative operation of insurance capital.

People who are panicking now.

After seeing this news, he will inevitably immediately dispel the idea of panic and let the company resume trading with confidence.

The reason is very simple, can the daily capital be rich enough to eat 20 listed companies at the same time?

And a large number of heavy stocks in it are all NASDAQ's weighted blue chips, and when you look at the day-to-day portfolio, what Apple, Google, Nvidia Group, etc., are hundreds of billions of market tickets at every turn.

Acquired all of these companies?

What kind of international jokes, day by day, not afraid of dying?

Therefore, the conclusion is self-evident, this round of active investment in superconductivity is to clearly tell the market that daily capital is really heavy and holds these listed companies for a long time.

Bullish on them is a serious long-term strategic financial value investment, not a fast-in, fast-out speculation.

This must be relieved, but investors who speculate on the concept of superconductivity definitely feel cold and want to rush away when they see these two negative news.

……

On Saturday, Daily Capital released the strongest superconducting announcement in the history of Nasdaq, shocking the entire capital market.

On the surface, the day-by-day capital means to do things, and the day-to-day capital comes out on the weekend with such a big job?

Investing in 20 stocks such as superconductor at the same time is an unprecedented rare phenomenon in the domestic capital market and a precedent that has never been seen before.

We also found that this wave of high-profile superconductivity behavior of daily capital did not reach the mandatory triggering of the superconductivity mechanism, except for Yili shares, most of them are just close to 5% but there is a little short.

Investors called it good, the news exposed this weekend was a bit exciting, and it was absolutely unexpected, and the daily capital actually secretly bought about $10 billion in the secondary market in June.

Various analysis and interpretation emerge in an endless stream, and investors are also hotly discussed, and various analyses are constantly being discussed.

"It's too sassy, sweeping more than 100 billion yuan every day, it turns out that Nima's initial shares are just appetizers?"

"It's my pattern that is small......"

"In the secondary market, 20 stocks are basically all blue chips, including electrical stocks, polymer materials group, and energy storage, all of which are together with other companies."

Tech...... There are all the mainstream sectors that can be thought of, and I rub what I want to create. ”

"Strongly Wall Street Financial Times Women Compile an Index of Information Published Day by Day!"

"Superconducting takes off tomorrow!"

"I've finished building a warehouse, come and carry the sedan chair, leeks! ……”

"It's a bit interesting to track like this, but it's a little inappropriate, after all, it's not a real index, and the devil knows when the daily capital will reduce its holdings and run away?"

"Probably not, the content of the announcement is not said, it is not ruled out that they will continue to increase their holdings in the future, and don't forget that they just bought more than 10 billion, and there should be funds in hand that have not entered the market day by day."

"Also, such a large and exaggerated scale of funds seems to have nowhere to go except for superconductivity, so you can't speculate on junk stocks, it's okay to have such a large amount of funds."

"The question is, are these 20 first- and second-tier blue chips selected day by day really good? For example, there are so many banks, why do you choose the three banks of Zhaoshang, Ningbo and Ping An? ”

"Well, the concept of superconductivity is about to take off, and the day-to-day investment has never missed."

"There is a fundamental difference between this wave of superconductivity and insurance superconductivity, they obviously want to take the route of long-term strategic value investment, diversify to a portfolio matrix of 20 varieties, and obviously do not want to concentrate on malicious mergers and acquisitions of a company."

"I think these 20 stocks invested day by day can be studied well, and it is a very important reference template, and they must have been professionally researched and analyzed day by day, and they will eventually choose to bet."

……

The 20 varieties that are being bought day by day, and investors in some of the targets are quite excited to see the news over the weekend.

It turns out that this investment institution has a heavy position every day, which is obviously a real big good news.

After the opening of the card, other investors or institutions in the market have also conducted special research and research on the daily 20, and everyone is most interested in why the daily capital chose them!

Weekend.

An investment institution, a group of analysts from the investment research department of the institution are discussing in the conference room.

"The 20 superconducting concept stocks announced by Daily Capital have been studied for a whole night, and frankly most of them I can't understand what the core logic of choosing them is."

As he spoke, the analyst in his thirties immediately became energetic and said excitedly: "But it's not for nothing, I think I understand the logic of his choice of the banking sector in the accident of the concept of superconductivity." ”

"When you say that, I'm also quite curious, bank stocks exist as the ballast stone of the NASDAQ market, so many banks, why did they choose this bank?"

The analyst immediately looked around at his colleagues and said:

"Last night, I carefully compared the data of all the banks in China, and found that the non-performing loan ratio of these three banks is the lowest, of which M Guofu Fargo is the lowest, only 0.76, and the non-performing asset provision coverage ratio is also among the best, of which M Guofu Fargo Bank exceeds 500% of the provision ratio, after some careful research and comparison, I came to the conclusion that there are so many domestic bank stocks, except for these three banks, nothing else can be played."

The three major banks in country M.

JPMorgan Chase, M Bank, Wells Fargo.

It is not difficult to understand that the non-performing loan ratio of 0.76 of the Bank of M is not difficult to understand, which means that 0.76 yuan of 100 yuan cannot be recovered, which is a bad debt.

The so-called non-performing asset provision coverage ratio refers to how much money a bank has to fill the hole in case there is a hole, and the Wells Fargo Bank of M is more than 500%, which means that if there is a hole of 1 trillion yuan, there are 5 trillion funds to fill the hole at any time.

The reason for such a high provision ratio is that the state-owned state stipulates that the performance growth of large banks cannot exceed 10%, and the reason is that bank stocks are the ballast stone of the NASDAQ, and the profits of bank stocks almost exceed half of the profits of all listed companies on the entire NASDAQ, which shows how profitable the banks are.

It can be seen that if bank stocks rise too fast and form a siphon effect on the entire market, there will be a serious blood pumping phenomenon.

But the problem is that we can't help but let these banks not develop, but with such good performance, it is obviously impossible to force the rise, but it must be done.

The solution is to increase the provision ratio, which is 1:1 ratio, and if the performance is good, the ratio will be raised, such as M, which directly gives 5 times the provision ratio.

Then when its non-performing asset ratio in the future is actually not that much, these funds can be reflected in the performance.

"Indeed, in addition to these three banks, other banks are indeed general, especially M country Wells Fargo Bank, the stock price after the resumption has risen from more than 67 in June 2001 to more than 120 yuan in July this year, doubling a year, it can be said that it is the best growth target in bank stocks, day by day capital understands him, so the heavy position, we also understand, it is recommended to follow the three major banks, now follow the cost of building a position is higher than day by day, but considering its growth, it is not worth the heavy position, It doesn't hurt to lift the sedan chair for the daily capital! ”

……

In fact, in addition to the three major banks in the banking sector, Chen Daojun actually values another bank, that is, JPMorgan Chase, which can be said to be a bank target that is not far behind Wells Fargo Bank of M.

In addition, Chen Daojun basically does not have a lot of passion in other bank stocks.

Other funds are frantically invested in superconducting concept stocks.

With the passage of time, the news about the refining of superconductors in the laboratory has been fully fermented, and in a burst of heated discussions and analysis, it ushered in the third Monday and the first trading day in the second half of the year.

Kerry's father saw that he had saved enough money.

But he has no intention of withdrawing from the stock market.

On the contrary, at the instigation of the fund manager, he was ready to give it a go, and even mortgaged his car and house to the bank.

Another 1.4 million plus 10 times leverage entered the stock market.

After getting the news.

Chen Daojun chuckled in the conference room.

The fish is hooked, so don't let him eat the bait and run away!

On the same day, Cui Dong, the room temperature superconductivity team of Hanguo, said in an interview with reporters that the paper was flawed, and it was released by Jin Zhixun without authorization, and he had asked to be removed from the shelves.

There was an uproar in the industry.

Why does the same team have to send papers twice, because Kim Jixun wants to take credit!

Similarly, a well-known professor at the Center for Superconducting Materials and Systems Engineering at the California Institute of Technology also claimed that the superconductor recently announced by the Hanguo research team has a "high probability" that it will not be able to achieve room-temperature superconductivity.

In addition, scientists in Damao, London and other places have spoken out, saying that the LK99 prepared in the laboratory is not a superconductor at all.

It is the norm for scientists in cold countries to deceive people, and this "room temperature superconductor" is most likely a farce.

It's okay for these messages to be released separately, and they are densely voiced, and there are bursts of undercurrents surging in private.

And over time......

On Tuesday, the NASDAQ opened.

The call auction in the morning was actually opened low, which was a bit unexpected by the market.

You must know that the news of the weekend is two consecutive big bearishness for the concept of superconductivity, but it is good news for the overall market, and the biggest reason is that the Tiger Fund bought more than 6 billion US dollars.

Today, it stands to reason that it should be opened high, and the daily capital has even publicly opened the "daily 20" portfolio, and the market looks at it, which is also a story.

However, in the morning, it was just to scare some panic disks when it was low and killed, just when everyone thought it would turn red.

There are more than a dozen relatively small superconducting concept stocks that have fallen directly, and other large blue chips of 100 billion have also fallen by more than 3 points, and many have fallen by more than 5 points.

And it's not a drop of one or two, but a general decline across the board.

The runaway effect of the whole market is also very obvious, but there are also some bulls who are pulling up, struggling to support, waiting for other capital to lift the sedan chair.

That's what market funds think, Tiger Fund is still afraid that you won't succeed now that it's open?

Then I will take advantage of your huge scale and slow action, first pull up these stock targets, and then distribute high-priced chips to these funds, capital arbitrage, and wool you.

Want a brother to carry a sedan chair?

They don't know that out of the Tiger Fund, they are facing an opponent who is already strong and has foresight, if some institutions can watch the opponent's cards play, it is in the fifth layer, then Chen Daojun can see everyone's future hole cards playing.

This wave of Daojun stood in the atmosphere.

However, they were disappointed, and by the time the market was about to close, none of the big funds were willing to rush into the lakefront.

1,200 stocks lost support and sounded a stampede down limit.

Kerry's father watched as the floating profit of 21 million was instantly emptied and turned into a floating profit of 170.

As for the leverage of 140, it will be liquidated directly.

Old Kerry wanted to cry without tears.

However, what he didn't know was that in the next few days, all the small scatters and small bulls were left with panic selling.

(End of chapter)