Rebirth of the Capital Legend

Chapter 203: Under the hot market, sudden market bad news!
"The 'lithium battery' line is really strong!"

Notice that the main line of concepts related to the 'new energy industry chain', especially the main line of the 'lithium battery' concept, opened sharply higher at the moment the market opened, setting a new rebound high. At around 9:25, Su Yi's 'Magic City' In the main hot money group of the Super Short Gang, Xu Qiao couldn't help but sigh.

"It's not just the main concept line of 'lithium battery'." Lao Wu, who also carefully observed the market trends of the two cities and the changes in the main concept themes of the two cities, said, "'food and beverage', 'white goods', and 'retail' are the main concepts. Line, the trend is also quite strong, capital intervention is very active, especially in the 'liquor' sector. In more than a month, the decline during the stock market crash has been basically restored. Many stocks in the sector are almost back to the bull market highs in June. The location is nearby.”

"The logic of the core main line of 'new energy industry chain' is clear." Lao Zhang said, "It is based on the expectation that the 'new energy passenger vehicle' market will explode with the support of national policies. Among them, the upstream resource stocks The elasticity should be the strongest, so in the past month or so, stocks such as 'Dofluoro', 'Tianqi Lithium', 'Ganfeng Lithium', and 'Tianci Materials' have been particularly strong, but 'Big Consumption' The logic of this line... seems unclear!"

"I don't quite understand the logic of 'big consumption' either." Xu Qiao said, "At present, the macroeconomic development trend is not very good, and the 'consumption upgrade' that many people talked about before is out of the question."

Brother Chen pondered for a while and said: "It should be the recovery of the industry, right? The most obvious one is the liquor sector. In the past two years, it was suppressed by the 'plasticizer' incident, and the demand in the entire industry fell to the bottom. Now the impact of the original incident has been , The demand in the industry is obviously gradually picking up, which is reflected in this year’s semi-annual report, as well as the performance statements of relevant companies in the entire industry.”

"However, the 'baijiu' sector is usually a market dominated by institutions." Xu Qiao said, "Despite expectations, the short-term flexibility space should not be large."

Lao Zhang quite agreed and said: "If we want to talk about the short-term flexibility space and its certainty...it must still be the 'new energy industry chain' line, which is more stable at present."

"There is also the line of 'consumer electronics', should it count?" Lao Wu said.

"The 'Consumer Electronics' line depends on the attitude of the 'Apple Concept' concept section." Brother Chen said, "Speaking of this year's new Apple mobile phone, has the market response been good?"

A number of popular concept stocks in the market, as well as leading stocks that have undergone significant adjustments in the early period.

Due to the violent daily limit of 'Teli A'.

And driven by the main line related to the 'new energy industry chain' and the main line of 'big consumption'.

"Where's the target?" Lao Wu asked, "Make a market based on the target of Brother Su's heavy position?"

Brother Chen responded: "There is a strong expected logic, and there is also strong enough fundamental and financial support. The size of the market has never been a problem. On the contrary, I think... this kind of mid- and large-cap stocks with the combined efforts of various funds, the market size The certainty of the trend will be stronger.”

Soon, the market ushered in the official continuous bidding trading period.

Xu Qiao thought for a while and said: "I feel that the certainty of the checks of 'Tianci Materials', 'Dofluoro', 'Tianqi Lithium Industry', and 'Ganfeng Lithium Industry' is stronger, right? Taking it all into consideration, …The check of ‘God-given material’ is definitely more suitable for the current hype.”

After a brief 5-minute emotional brewing, the 'new energy industry chain'-related concept sectors, which have attracted much attention from market investors, and their related stocks have been frantically robbed by various active financial groups. Countless The main buying orders frequently appear on the market of stocks related to core concepts.

After that, the market's overall investment sentiment and speculation sentiment rebounded rapidly.

In the 'lithium battery' sector, a number of core concept stocks have begun to rise to the limit.

There is a high probability that it will not end easily.

"As far as the market situation is concerned, the stock with the greatest intensity of speculation and the strongest synergy of funds from all walks of life is the check of 'Dofluorodo'." Brother Chen said, "If you want to choose the leader, the check of 'Dodofluoro' , is definitely more appropriate.”

What's more, judging from the current situation, Su Brothers' "Financial Street Fuxing Road" is definitely heavily involved in the main line of "lithium batteries".

"I'm still optimistic about the 'lithium battery' line." Xu Qiao paused and said, "We are not an institution, and we don't actually need to analyze that much. We can just follow the areas where active capital groups in the market gather to speculate. At present, we Look... there is no doubt that the 'lithium battery' line is the main concept subject area with the largest concentration of active financial groups on the market, enthusiastic hype, and the highest emotional feedback.

There is no need for us to pay attention to other main lines of market concept themes. We can just continue to follow the trend and trade along the core main line of 'lithium battery'. "

There is also a rapid explosion of market demand for "new energy passenger vehicles". At the same time, the upstream raw materials end of the "lithium battery" industry is also in a stage of continuous price increase due to various reasons.

And when the market trend of the main concept theme of 'lithium battery' becomes more and more popular.

The 'Financial Street Fuxing Road' with Su Brothers is leading the way.

Immediately afterwards, driven by the daily limit of the check of 'Ganfeng Lithium Industry'.

There are also beverage manufacturing, white goods, retail, and home furniture sectors in the 'big consumption' sector, which also rose simultaneously and continued to show a strong attitude.

After 10:40...

In this case, let us follow the active funds from all walks of life and develop this active concept line.

"It's just that the plate is a bit big!" Lao Zhang said.

"Sigh... no matter which one, there is actually not much difference." Lao Zhang said, "As long as the major conceptual sectors related to 'lithium battery' or 'new energy industry chain' rise sharply, the trend of these tickets will exist There is a strong correlation. Even though there will be slight differences in the market increase, the absolute increase is absolutely the same. "

Nothing can go wrong.

Lao Wu said: "As far as I know, it is much better than last year."

At 10:39, under the continuous fierce attack from various active capital groups, 'Teli A' violently increased the price by more than 18 points in 8 minutes, successfully sealed the daily limit, and the stock price returned to 85 yuan. Above, and there seems to be another wave of continuous daily limit market trends.

At the same time, 'Polyfluoride' rose more than 5%.

Su Yi's positions in many stocks such as 'Penghui Energy', 'Dangsheng Technology', 'Duofuoduo', 'Tianci Materials', 'Tianqi Lithium Industry', 'Ganfeng Lithium Industry'... have increased in volume in a straight line. It has risen to near the 3% increase position, and the automobile and auto parts sectors have also been driven up instantly.

At 10:07 am, with the market almost forming a unilateral rise, the check of 'Ganfeng Lithium Industry' hit the daily limit before 'Polyfluoride'.

More and more active financial groups are beginning to converge in the two main areas of 'big consumption' and 'new energy industry chain'.

As several people discussed...

In this way, I feel that the market trend of the main line of 'lithium battery' is at the current time node and position.

"I agree with what Xiao Xu said..." Lao Zhang said, "Taken together, the current core concept theme of 'lithium battery' is the main line with the strongest certainty of hype."

"The 'Dofluoro' check is naturally good." Lao Wu said, "However, I think the 'Penghui Energy' check led by the Su brothers in this round should have greater flexibility. Of course, when it comes to In terms of market trends and market stability, the 'Dofluoro' check is definitely the leader."

At 9:31, there is only one minute left before the opening bell.

At 9:35, within five minutes of the opening, 'Penghui Energy', a stock with both the concept of 'lithium battery' and the concept of 'sub-new stock', quickly closed its daily limit upwards.

At 10:22, after the previous wave of excessive speculation, the stock price continued to fall violently from the price position of more than 100 yuan, and fell back to the price position of 80 yuan. The check of 'Teli A' was also driven by the overall hype in the market. Down, out of the short-term bottoming out onslaught of rebound, the market showed a trend of both volume and price rising.

The three major indexes, Shanghai Composite Index, Shenzhen Composite Index and ChiNext Index, also continued to rise, setting new market gains. Among them, the Shanghai Composite Index even stood firm at 3500 points.

"In the long run, there should be a lot of room in the 'consumer electronics' line, right?" Lao Zhang said, "After all, the domestic smartphone market has exploded and has not yet reached its peak, and domestic brands have just begun to compete in multiple countries. 'The situation, the expectations of this line and the market development trend should still be there. ”

Well, there are so many positive factors supporting it, and there is a three-way resonance on the emotional side, the news side, and the financial side.

A full-scale counterattack began.

At 10:55, 'Teli A', a loyal follower of the check, 'Sichuan Province Jiuzhou' tried to close the market.

At 11:06, the stock of 'Yishang Show' made a comeback.

At 11:17, 'Tonghuashun' and 'Baofeng Technology' led the 'Internet Finance', 'Internet Software', and 'Film and Television Media' sectors to embark on a full-scale counterattack. Among them, 'Tonghuashun' soared by more than 8 %, the stock price set a new high after the National Day rebound, returning to the stock price position of 80 yuan.

Then, when 11:30 arrives, the two cities usher in the midday closing.

The core indexes of the Shanghai Stock Exchange, Shenzhen Stock Exchange and ChiNext Index all closed with gains of more than 1%, and the main lines of concepts, themes and weights of the two cities were blooming everywhere, which greatly encouraged various investor groups in the market. The confidence and determination to go long also make many investors active in the market have higher expectations for the market outlook.

"It's soaring across the board. The market is going really well today."

Seeing the hot market situation at the midday closing of the two cities, they have also set their sights on the core main sector of 'lithium battery', and on the stock of 'Dofluoro Duo', the 'Yuhang Group' has increased its positions in a large amount. ' Zhao Qiang, the main hot money player, said in the group: "I feel that based on the current emotional trend and market feedback, the market trend in the afternoon will further break upward and achieve a relatively sharp increase." "That's for sure, today's special A 'This check has reached the daily limit again, which has boosted everyone's confidence."

"The check for 'Special A' won't be passed on again, right?"

"It's hard to say. This check is really powerful. It can rise to the limit at every turn."

"As long as the overall investment sentiment in the market is not bad, it is not impossible for the 'Teli A' check to double again with the joint efforts of all the speculating capital groups."

"However, the core line of this round should be the 'lithium battery' line, right?"

"If this round of market conditions continues to break through, it will most likely be the core thread of the 'new energy industry chain' that leads the way. Depending on the situation, today's check for 'Polyfluoride' will most likely hit the daily limit in the afternoon."

"The check for 'Polyfluoride' should be the core Chinese leader in the entire 'lithium battery' main line sector, right?"

"Yes, it is the leader of the core Chinese army, and the main theme of the entire concept is based on the emotions."

"At present, except for the size of the circulation plate of the 'Dofluoro' check, which is indeed a bit larger, in other aspects... there is really nothing wrong with it."

"As long as the concerted efforts of funds can be formed, the size of the circulation is actually not that important."

"Brother Zhao, you should have increased your position on the 'Dofluorodo' check, right?"

Watching the news in the group refresh, Zhao Qiang replied with a smile: "I bought a little bit of the stock 'Dofluorodo', but I don't know how much room there is for this check to go up?"

"It feels like the price limit of 'lithium hexafluorophosphate' is expected to continue, so there must be room for this check."

"Brother Sun, what do you think?" Zhao Qiang paused and asked.

Sun Chengyu thought for a while and responded: "No one can tell how much room there is for the upside. What we can grasp at the moment is that this check is definitely relatively underestimated under the current expected conditions, and there is also the motivation to continue to speculate. As well as strong enough follow-up market expectations, as well as the ability to achieve explosive results in the short and medium term.”

"Brother Sun, the main market line at the end of the year should be the direction of 'new energy industry chain' with the highest certainty, right?"

"I feel that the 'new energy passenger vehicle' market, with policy support, will explode at the end of the year and at the beginning of next year."

"The key still depends on how big the current demand gap is for 'lithium batteries'."

"According to research reports from many domestic institutions, this gap is very large, and it will take at least half a year to increase production capacity within the industry. During this six months, not only will the demand gap not be filled, but it will also be further enlarged. From this expectation Judging logically, the upstream resource side, that is, 'Dofluoro', 'Tianci Materials', 'Tianqi Lithium', 'Ganfeng Lithium', 'Dangsheng Technology', 'Penghui Energy'... the speculation of these stocks The space should have just begun now, and the room for its stock price to rise has not really opened up yet.”

"In a word, no matter what the price, just buy it."

"There is no doubt that there is nothing wrong with continuing to increase positions."

"No wonder the capital of 'Financial Street Fuxing Road' dares to continue to grab high-level stock chips for the concept of 'lithium battery' as the core main line. Damn it... this certainty is too strong!"

“Continue to increase positions and go long in the afternoon!”

"With this wave of the Shanghai Stock Exchange Index, I feel like it can go up to 4000 points!"

Along with the rapid refresh of news in the group, as well as the active bullishness of many active hot money in the group.

The long sentiment in the entire market continued to advance by leaps and bounds at noon. The market's short-term speculation trend was induced by the daily limit of 'Teli A' and the daily limit of major concept leading stocks in the 'lithium battery' main line field. The overall speculation was When emotions start to become more consistent.

Around 12:40, just when the market was about to open for afternoon trading.

A groundbreaking rumor suddenly detonated the financial circle of Shanghai, and rapidly spread to the entire Internet, spreading to all places and places where investor groups gathered, both inside and outside the market.

According to market rumors.

I heard that Xu Xiang, the general manager of the 'Zexi Investment' company, who is also known as the 'chief rudder' in the market hot money circle and created the short-term leading strategy, was arrested in Yuhang.

"Damn it, is it true or not, the 'chief helmsman' went in?"

Zhao Qiang, who had been actively bullish just now, was extremely shocked when he noticed the market rumors that went viral in an instant.

"Can't? It must be fake news."

"What did the 'chief helmsman' do? It shouldn't have happened!"

"The news is very clear, it doesn't sound like it's groundless. Damn it...it's a bad time to be negative. I'm speechless. I only entered with a full position in the morning."

"Fake, absolutely fake, fake at first glance."

"Brother Sun, you are well-informed. Please inquire."

Sun Chengyu took a look at the time, and when everyone in the group was @him, he made some inquiries through his own network. After learning the authenticity of the matter, his heart felt violently, and he responded in the group: "After asking around, It’s probably true.”

"It's numb, it's over now!"

"The regulators don't want to see the market, right? They are doing everything they can to suppress market activity."

"The stocks held by the 'Zexi Clique', as well as the stocks recently purchased by the 'chief rudder' using 'Jiefang South Road', are likely to plummet in the afternoon."

"Diving is very light, I'm afraid I'm going to hit the bottom line."

“I hope it won’t bring down the entire market!”

"There is no doubt that if something happens to the 'chief rudder', it will definitely cause panic among many people in our circle. The short-term speculation in the market may lead to a direct collapse!"

As the news in the group continued to refresh, the entire market sentiment took a turn for the worse.

Discussions on relevant news have rapidly spread and fermented to the platform discussion area where all investors in the market gather.

Come 1pm.

I saw that when the two markets started to beat again after being suspended for an hour and a half, the trend in the morning was good, and there were even many concept-themed stocks that had hit the daily limit trend, and the concept of 'small and medium-sized startups' that had gathered a lot of hot money and short-term speculation funds. Leading stocks experienced huge plunges in an instant.

Among them, the 'Zexi Group' clearly holds stocks.

Investors who held the stock panicked and sold the stock, causing the stock price to plummet to the limit in an instant.

Even the big monster stock 'TeLi A', which was the core target of market sentiment and the overall leader in the early stage of the market, exploded in an instant, and the stock price plummeted. However, in the blink of an eye, it wiped out all the gains made in the morning.

And among nearly all the "small and medium-sized startup" concept stocks, as well as the stocks held by the "Zexi Group" have plummeted.

The Shanghai Stock Exchange, Shenzhen Stock Exchange Index and ChiNext Index all turned downward at lightning speed.

It can be said that in an instant, the hot market makes money, and the hot market is driven by the two main lines of 'lithium battery' and 'big consumption'.

He was immediately poured cold water on his head and instantly became cold.

(End of this chapter)