Rebirth of the Capital Legend

Chapter 199 The doubts in the minds of major market players!
Faced with the huge floating profits in his stock account and financing account, Su Yi still had no idea of ​​reducing his position and taking profits.

He knows that the explosion of the 'new energy vehicle' industry chain has just arrived; he knows that the price increase and market hype of 'lithium batteries' has just begun.

At the same time, he also knows that the market will rebound.

Although we encountered temporary obstacles here, it is far from over.

There are also market investment sentiments, news, etc., which are still in a good atmosphere at this time.

With the triple resonance of changes in emotions, capital, and fundamentals, he has no reason to reduce his positions and cut profits at this time.

"The funds of 'Financial Street Fuxing Road' are still continuing to increase their positions and buy chips in the main line of 'lithium batteries'."

While Su Yi was staring at the huge floating profit in his account and pondering the subsequent market trend, when the data on the Dragon and Tiger Lists of the two cities were released, the 'Financial Street Fuxing Road' trading seat he used was once again listed as a buying seat on the Dragon and Tiger List. And it also instantly attracted the attention of short-term main hot money players in the market. Among them, Li Jinshi from the 'Fushan Group' said: "This stock has increased its positions for five consecutive trading days, and has already bought at least 5 million in chips." ?”

"It feels like it's far more than 4 million in chips." Chen Guiyun in the group responded, "In the past five trading days, the single dragon and tiger list revealed that this fund has been invested in 'Dangsheng Technology', 'Penghui Energy' ', 'Western Mining', 'Guoxuan High-tech', the purchase amount of these stocks is close to 5 million, are there any others on the list? I estimate that this stock... is in 'Lithium Battery' The holdings on this core main line should currently be no less than 4 million. "

"8 million, isn't it?" Li Jinshi said in shock.

On the contrary, I feel that the current trends of these stocks such as 'Dangsheng Technology', 'Penghui Energy', 'Western Mining', 'Guoxuan High-tech', and 'Pioneer Intelligence' are normal. "

When Liao Guoxiang heard Li Jinshi's words, he nodded with a smile and said: "Yes, yes, at this time, as long as we know that the funds of 'Financial Street Fuxing Road' are still increasing their positions in the main line of 'lithium batteries', and understand that 'lithium As long as the core market trend of batteries' is not over yet.

However, originally, big monster stocks like 'Teli A' and 'Meiyan Jixiang' were the result of the joint efforts of various funds in the market, and under the combined influence of various news and emotions, they came out by chance several times. High-standard monster stock leaders are simply not replicable.

"The premium of this seat is indeed very enviable." Li Jinshi said, "Now, as long as the 'Financial Street Fuxing Road' capital is involved in the stock, the vast number of retail investors in the market, regardless of whether it is three or seven or twenty-one, He followed the trend without thinking, causing all stocks to open at a large premium the next day, and there was no suitable buying point at all.”

Of course, compare the previous trends of 'Teli A' and 'Mei Yan Jixiang'.

That is definitely inferior.

If you think there is no problem with the logic of the specific target, then accept the purchase.

Liao Guoxiang stared at the trading data disclosed by the stock 'Penghui Energy' in the two cities' dragon and tiger lists, especially at the 3100 million funds that continued to increase positions in 'Financial Street Fuxing Road'. He pondered for a moment and responded. : "Judging from the speculation of this capital in the two early-stage monster stocks 'Teli A' and 'Meiyan Jixiang', the amount of hot money in the 'Financial Street Fuxing Road' should be almost 10 billion now. scale level.

"I still think the hype logic of 'Tianci Materials' is smoother and the room for speculation is larger." Chen Guiyun insisted, "It stands to reason that the check of 'Tianci Materials' is definitely in line with the capital stock selection logic of 'Financial Street Fuxing Road' Yes, I don’t know why this fund has not participated in this check.”

Basically every time this guy faces a certain hype opportunity, he takes action with all his strength and has a strong ability to seize opportunities.

"Not necessarily, right?" Li Jinshi said, "Currently, the various fund groups that are active in the market and follow the trend have relatively consistent views on these checks, and judging from these few days, following the trend and accepting these checks There are also a lot of active funds, and there is no problem with the market trend.

"Everyone has different ideas for stock selection." Li Jinshi said, "Maybe the capital of 'Financial Street Fuxing Road' just didn't take a look at the check of 'God-given Materials'? Alas... Anyway, I think it's better to go there at this time." It is no longer important to discuss the logic of fund selection and trading logic of the 'Financial Street Fuxing Road' stock."

Liao Guoxiang smiled and said: "Short-term speculation is basically speculation. It is not wrong to say that you are a gambler."

"The key is that this guy is strong in that he can win every time he bets." Chen Guiyun said, "According to the stocks operated by this fund in the early stage, whether it is 'Teli A', 'Meiyan Jixiang', or 'Huaguo Heavy Industry ', 'Duofludo'...none of them failed, and each time they made a huge profit and left the market, it's simply outrageous."

If you feel that there is a problem with the logic, or you feel that the logic of speculation of other similar concept targets is smoother, then just choose the target that you think is suitable and follow the trend.

"But I feel that this time the 'Financial Street Fuxing Road' concentrated on building positions for long speculation, the logic of speculation is not as strong as the 'Teli A' and 'Meiyan Jixiang' that this fund led before, and the market recognition is also poor. Not enough. "Chen Guiyun said, "I always feel that with these checks, it is difficult to become the core leader and high-price leader of the 'lithium battery' main line."

Compare the hype logic and sector market trends of the entire 'lithium battery' main line.

Judging from the early operating techniques and trading methods of this hot money...

This time, this fund has increased its positions for 5 consecutive days. It is obviously extremely optimistic about the continuity of the core main line of 'lithium battery'. Therefore, it cannot be ruled out that this fund has large-scale positions in addition to the data disclosed by the Dragon and Tiger List. Lurking. "

"This is also the reason why the premium rate of the trading seat on 'Financial Street Fuxing Road' is getting higher and higher now!" Liao Guoxiang said with emotion, "And the increase in the premium rate of the seat every other day will provide considerable operational support for this stock. Strong error tolerance, I think... this is also an important reason why this fund dares to take heavy positions every time. "

"If the hot money on 'Financial Street Fuxing Road' is really all in on the core line of 'lithium battery', and the size of the position has reached more than 8 million..." Li Jinshi said, "then this road Hot Money is truly an out-and-out market gambler.”

After all, the so-called following the trend of speculation does not necessarily have to be the same target.

As long as you follow the same main trend and the same hype logic, you will most likely be able to profit from it even if you choose different targets. "

With the continuous refreshing of messages in the group.

In the main hot money internal group of the 'Fushan Group', three core figures were having a heated discussion.

Magic City, Financial City, Jufeng Asset Management Co., Ltd.

In the 'Jufeng Future Growth' fund product trading room, Lu Xiangxiang, as the product manager of this fund, saw the operation behavior of the 'Financial Street Fuxing Road' fund increasing its positions in 'lithium battery' mainline core stock chips for five consecutive trading days. , for a while, there was a murmur in my heart.

She still remembered more than a month ago.

The funds from 'Financial Street Fuxing Road' are similar to her rush to raise money from the stock 'Dofluorodo'.

It can be said that, in her opinion, the hot money in "Financial Street Fuxing Road" was the first to discover the opportunity for speculation in the core line of 'lithium batteries' and the main fund that reversed the fundamentals of the entire industry. However, what she didn't understand was...

Since this fund has reversed its position, it continues to build positions on the core line of 'lithium batteries' on a large scale.

Why deliberately avoid the core stocks with the purest speculation logic and the strongest expectations for performance explosion, such as 'DoF', 'Tianci Materials', 'Tianqi Lithium' and 'Ganfeng Lithium'?
Could it be that the reason why the other party did this?

Simply because there are too many institutions gathered in these four stocks, and the chip structure is not as clean as 'Dangsheng Technology', 'Penghui Energy', 'Pioneer Intelligence', 'Western Mining'... these stocks?

She didn't think so.

But she couldn't find any other reason to explain the motivation of the Financial Street Fuxing Road fund to do this.

"Mr. Lu, the funds of 'Financial Street Fuxing Road' are really persistent." While Lu Xiangxiang was pondering, Yu Xiaolu, a core trader of fund products, said with a smile, "We have increased our positions for five consecutive days. This fund has This kind of trading should be able to bring a lot of follow-up capital groups to the core line of 'lithium batteries'. I feel that the next market trend of the core line of 'lithium batteries' will be relatively optimistic. "

Lu Xiangxiang said: "What can really affect the subsequent market trend of the core main line of 'lithium battery' is the fundamental transformation of this industry, as well as the current market quotation trend of the two core products of 'lithium carbonate' and 'lithium hexafluorophosphate'. This is the basic logic of the development of this main line of market.

Of course, the capital of 'Financial Street Fuxing Road' continues to increase its positions.

It will also affect everyone's emotional feedback on the core line of 'lithium batteries'.

But this is only a short-term effect.

As institutional investors, our first priority should be to look at the basic logical expected changes. "

Yu Xiaolu nodded slightly, paused, and then said: "But because the funds of 'Financial Street Fuxing Road' have continued to increase their positions, more investors in the market have paid attention to the core line of 'lithium batteries'. If more funds are involved, it will definitely be good for the trend of the core line of 'lithium battery', right?"

"That's natural." Lu Xiangxiang nodded, "It's not in vain that we invest heavily in the core line of 'lithium battery'!"

"But what is unexpected is that the funds of 'Financial Street Fuxing Road' continued to increase their positions this time, but they did not choose the check of 'Dofluorodo'." Yu Xiaolu said, "I remember that this fund was speculating in concentrated positions. Before establishing the stock A', I focused on the stock 'Polyfluoride', but I didn't expect..."

Lu Xiangxiang said: "This is indeed strange, but no matter how the 'Financial Street Fuxing Road' fund chooses, as long as its hype direction is still on the core main line of 'lithium battery', then for our current fund positions In other words, it’s a good thing, so we don’t have to study the logic of this fund’s stock selection.”

"Okay." Yu Xiaolu responded and stopped going into details.

Similarly, when the two of them were discussing the profound impact that the funds of "Financial Street Fuxing Road" continued to increase their positions and do long positions on the core line of "lithium batteries".

Other major institutional groups in Magic City Financial City.

This issue is also being discussed.

In everyone's joint discussion, there is no doubt that the market attention and discussion heat of the core line of 'lithium battery' are getting higher and higher. Among them, such as 'Polyfluoride', 'Ganfeng Lithium Industry' ', 'Dangsheng Technology', 'Penghui Energy', 'Tianci Materials'... and other core stocks are all on the top 20 hot stock lists in the two cities.

And on the core line of 'lithium battery', it continues to have a profit-making effect.

It is a time when countless investor groups continue to pay attention, as well as many active hot money and powerful institutional groups in the market pay attention and participate.

In the evening, news about this core line also burst out with good news again.

According to relevant official news.

In the past October, domestic sales of "new energy passenger vehicles" increased by 10% month-on-month compared with September, and by nearly 9% compared with the same period last year.

There is also good news about domestic photovoltaic energy storage.

There is a trace of industry cycle reversal.

According to the skyrocketing sales data of 'new energy passenger vehicles', everyone speculates that the 'lithium battery' industry, as the upstream of the new energy vehicle industry chain, will definitely usher in a wave of continuous explosion. Among them, especially the Skyrocketing trend and supply-demand gap For the two core products of 'lithium batteries', 'lithium carbonate' and 'lithium hexafluorophosphate', it is expected that the gap between supply and demand will most likely expand further, and at the same time, their prices will continue to skyrocket.

After all, even the major companies in the industry are under the reversal of the cycle.

Want to add new production capacity.

The implementation of this new production capacity also requires a certain period of time.

And this will inevitably lead to the industry's supply and demand gap not being replenished until new production capacity catches up. In other words, the entire industry will always maintain a situation of supply exceeding demand.

"The three-party resonance of news, emotions, and capital... seems to be getting stronger and stronger." Su Yi paid attention to the news changes in the market in the evening, as well as the entire network's focus on 'lithium batteries', the core market line, and even The topic of 'new energy industry chain' has become a hot topic of discussion, and he sighed with a smile, "In that case, let this fire burn more intensely!"

He holds 26 billion in chips and is betting heavily on the core line of 'lithium batteries'.

Naturally, he hopes that the market on this main line will explode more violently, allowing him to maximize market profits in a short period of time.

(End of this chapter)