Rebirth of the Capital Legend

Chapter 132 The hype of 'lithium battery' is booming!

After dinner, Su Yi watched TV with his parents for a while.

Then, he began to return to his room, browse the weekend market news, and formulate tomorrow's and subsequent trading plans.

Among them, in his sorting out domestic and foreign news information.

There was a piece of news that quickly caught his attention.

The news is that due to recent weather effects, severe continuous rainfall and flooding have occurred in the Atacama region in northern Chile, causing a certain degree of transportation disruption.

On the surface, this is just an ordinary foreign disaster news.

However, when Su Yi had already focused his attention on the field of 'new energy industry', especially the direction of 'lithium batteries', he became particularly sensitive to this news.

Because he knew that the Atacama region in northern Chile is the world's largest brine lithium extraction region.

Severe flood disasters will not only block transportation, but also make it more difficult to extract lithium from brine, thus hindering lithium production in this area.

Sure enough, as he continued to wait.

By then, coupled with the policy tilt, further maturity of power battery technology, continued breakthroughs in new energy vehicle sales, and increased demand from the 3C battery industry and energy storage industry, he predicts that there is a high probability that this supply and demand gap will continue to exist. Rapidly amplified and pushed up the price of raw materials.

It's in his review plan.

As the world’s largest brine lithium extraction area.

Among them, no matter it is the target stock that Su Yi is paying attention to.

Even, like the securities sector in the main line of 'big finance'.

The global lithium industry giant SQM has built a lithium carbonate production plant of more than 3.5 tons here.

This led to the next day, when the two markets opened, several major indexes opened higher across the board again.

Facing the sharply higher opening of the target stock, Su Yi was not in a hurry to build a position to raise funds.

"It seems that the east wind of 'lithium battery' is finally here!"

Su Yi stared at the news, his eyes gradually becoming sharper, and he already had a clear plan for tomorrow's operation in his heart.

In the previous period, stocks with military industry concept themes, sub-new stock concept themes, and Internet finance concept themes, which were the core hot spots in the market, all showed a pattern of opening high and diving lower, and many related concept stocks were even more so. It has wiped out the gains from the high opening and fell into the water, showing a green disk state.

At this moment, when the market is turbulent and falling, it is as if there is some potential major negative blow, diving wildly and plummeting.

The bullish sentiment in the market is also continuing to ferment.

“Why is the securities sector so weak?”

Because he knows that the adjustment of the chip structure at the bottom of the index has not been completed, and there is no motivation to hold high and continue to break upward.

If the production of these two lithium giants in this area is affected.

Then, Su Yi estimates that the entire upstream raw material end of 'lithium batteries' will soon have a serious supply and demand gap.

The checks that Su Yi focuses on, such as Tianqi Lithium, Ganfeng Lithium, Duofuoduo, and Tianci Materials, also showed a sharply higher opening when the index opened higher across the board.

After the two cities officially opened, the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index surged upward for less than 5 minutes before rapidly falling.

In addition to SQM, Lockwood, a subsidiary of Albemarle Company, another major lithium giant, has also built a lithium carbonate production plant here with a production capacity of more than 2.5 tons.

After observing the trends of several target stocks, Su Yi noticed the abnormal trends in the securities sector and couldn't help but frowned.

The market trend of the entire market requires the resonance of emotions and funds to form.

Although the 'Securities' line is not the core hot spot in the current market, the collective decline of weighted sectors and the collapse of large areas will still quickly affect the emotional changes of the entire market and attract some potential selling forces. concentrated selling following the trend.

At the same time, it will also cause a large number of investors in the market to speculate on potential major negative effects on the market.

At 10 a.m., there was intense trading in the two cities.

Affected by the concentrated heavy volume in the 'Securities' sector, the banking and insurance sectors in the entire 'Big Finance' main line area, as well as conceptual themes such as 'Internet Finance', 'Security Financial Holdings', 'State-owned Enterprise Reform', and 'National Defense and Military Industry' The main line all showed a rapid diving trend, and the market hot spots were annihilated across the board.

At 10:20, the Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index all fell by more than 1.5% during the day.

At the same time.

As the stock index futures delivery date approaches.

The main futures contract of China Securities 500 Index, the main contract of CSI 300 Index Futures, and the main contract of A50 Index Futures have all experienced extremely intense long and short trading and market fluctuations. Among them, the main contract of "China Securities 500 Index Futures" has At this moment, the wave broke through the market low set just ten minutes ago, driving the intraday decline directly to 3.5%, which was significantly weaker than the index trend.

At 10:30, as the two markets continued to fall for no reason, the market's bullish sentiment began to collapse across the board.

At the same time, some negative rumors are also circulating in the market.

"What's going on? This sudden drop is a bit ridiculous!"

Feeling that there was a new liquidity crisis in the market, at this moment, Lao Zhang from the 'Xinzha Road' in the main hot money internal group of the 'Modu Super Short Gang' where Su Yi was located asked somewhat unclearly.

"I heard that we are going to completely clean up the leverage allocation in the market." said Brother Chen from 'Crescent Road'.

Lao Zhang from 'Xinzha Road' wondered for a while: "Hasn't it been cleaned up before? What's going on? The regulators don't want the market to get better at all, do they? What the hell... I just took him out of the ICU. Before I could catch my breath, I was hit hard in the face by another punch. It looks like... I have to be admitted to the ICU again."

"No need to look at the appearance..." Lao Wu from Yintai Road said, "My holdings are already in the ICU."

"It's really exaggerated that all the hot spots on the board have been wiped out." At this time, Xu Qiao sighed helplessly.

"Military industry, sub-new stocks, Internet finance, 4G, Industry 4.0, securities and financial holdings, backdoor restructuring...all are dead." Lao Zhang of 'Xinzha Road' said, "With this trend, the market is going to be cold today!"

"Is Brother Su still taking a break?" Lao Wu from Yintai Road sighed helplessly, "Since Brother Su took a break, I haven't made any money these days. It's really crazy."

Xu Qiao said: "You should still be resting. I haven't seen Brother Su on the Dragon and Tiger list recently." As he said that, Xu Qiao started @苏伊 in the group.

Su Yi saw the news and replied: "I was planning to open a position this morning, but I didn't expect it to collapse."

"Which line does Brother Su plan to open a position on?" Xu Qiao asked tentatively.

"I will follow whichever line can really drive emotions." Su Yi said, "Currently, the one that is slightly resistant on the market is the main conceptual theme of 'state-owned enterprise reform'!"

He plans to heavily invest in the 'lithium battery' line.

Before the position building is completed and the entire main line market trend has not come out, he will not easily share his logic and call on everyone to intervene with the position.

After all, this could easily disrupt his plan to build a position.

Only 'state-owned enterprise reform', a core hot topic that can accommodate huge amounts of capital and continues to be the focus of the market's main funds, will he occasionally share logic and opinions.

Because in core hotspots like this, liquidity is relatively abundant.

Even if he shares his logic and opinions, it will not affect his plan to build a position just because everyone follows suit.

On the contrary, the gathering of followers will be more conducive to the market trend he wants.

"'State-owned enterprise reform' is the main conceptual theme?" Xu Qiao pondered for a while and said, "The market is full of mud and sand. Although there is resistance to this line, it should be difficult to survive alone, right?"

"'Teli A', the monster stock dominated by the Su brothers before, is actually tenacious today!" Lao Zhang of 'Xinzha Road' said, "The market has dropped by almost 3 points, but this check can still be maintained at 5 An increase of more than point.”

"Unless it rises to the limit, it's useless." said Lao Wu from Yintai Road. "But at this time... who dares to go against the trend and seal it? What's more, the check has been cut in half quickly from the top, and the hold-up plate above , it’s still very heavy. Once the ignition sealing board fails to gather emotions and funds, it will be completely ruined, and it will definitely be buried in the sky.”

"The old faucet is not as good as a dog. The check of 'Te Li A' should not be able to make another wave, right?" Xu Qiao said, "The main funds that have been trapped in the early stage can save themselves. It would be good to have a rebound."

"You can't say that..." Su Yi said, "The memories of retail investors are sometimes very stubborn. As long as you can predict your expectations and condense your emotions, nothing is impossible."

"Brother Su, don't you still want to make this check?"

Xu Qiao was slightly surprised when he heard Su Yi's words.

He didn't see the potential of this check.

Similarly, other people in the group didn't see any potential in this check, and they didn't quite agree with Su Yi's logic.

"It's not impossible!" Su Yi responded with a smile.

Then, before anyone could react, a 2000 million main purchase order was placed on the 'Special A' market, which was struggling to support itself and was obviously independent of the market trends of the two cities.

Su Yi didn't know who was currently supporting the stock price of 'Teli A'.

But combined with the historical memory in his mind and the current market trend, he can clearly see that the market attention of the 'Teli A' check is still there, and he can also see that this check is still the whole 'state-owned enterprise reform' The core faucet of the main line of conceptual themes.

The main conceptual theme of 'state-owned enterprise reform' can also gather emotions and funds.

It is still a core hot spot in the market.

As long as it can dominate the board of 'Special A', it will have a strong profit-making effect.

Su Yi believes that this monster stock, which has created the highest speculation space and the strongest money-making effect in the market during the two rounds of stock market crashes, can also return as the king, gather market funds to join forces, and create new heights.

When the main buying funds of 2000 million were poured into the market quickly.

The stock price of 'Teli A' has skyrocketed from an increase of 5.13% to an increase of 9.19%.

"Hey... the pressure on the board is much lighter than I expected!"

Su Yi was a little surprised when he noticed that his 2000 million funds had almost raised the stock price of 'Teli A' to the daily limit.

But then he thought for a moment.

But I also understood why the selling pressure on 'Teli A' at this moment was so much lighter than expected.

Because after the devastation of the second round of stock market crash, the funds that were previously used to undertake the stock chips of 'Teli A' at the price level of 40 and 50 have been locked up at the peak, and then... after this period of time, the bottom shrinkage continued. Adjustment, the funds that are willing to cut off the flesh will naturally be cut out.

Now, the stock price of 'Teli A' is far away from the peak price range of 40 and 50 in the last round of speculation.

There is almost twice the spatial distance.

In other words, in this position, except for the meat cutting plate, the chips are actually empty.

After all, during the stock market crash, this check was continuously dropped by the limit in the absence of liquidity. The huge amount of chips taken over by Peak did not change hands at all.

And in stock trading.

As a retail investor, he knows that everyone has a psychological inertia.

That is, when the position is shallow and the loss is not much, the loss can often be stopped in time.

But if the position is too deep and the loss is more than half, or even more often, the choice is not to stop the loss, but to lock the position and pretend to be dead.

That's why the 'Special A' check is made.

The reason why the internal hold-up disk is so heavy is that the selling pressure on the disk at this time is actually very light.

After understanding this.

Su Yi continued to invest money without hesitation and continued to attack the board of 'Te Li A'.

1000 lots, 2000 lots, 5000 lots...

After continuously placing 1 orders, he had pushed the stock price of 'Teli A' to the daily limit against the trend.

(End of this chapter)