Rebirth of the Capital Legend

Chapter 206: The aggressively chasing retail investors!

"This closing pattern of the Shanghai Stock Exchange Index is so beautiful. It completely reversed yesterday's trend."

Faced with the official closing of the two cities, Li Jinshi, a member of the internal group who also made a large-scale increase in positions in the "lithium battery" hot money group, sighed in surprise.

"It seems that the market trend is always upward." Chen Guiyun in the group responded.

"The Shanghai Stock Index has stabilized at 3500 points. This time... there should be no doubt about it, right?" Li Jinshi took over and said, "It feels like the Shanghai Stock Index may hit 3800 points or even 4000 points by the end of the year!"

"It should still be difficult to return to 4000 points, right?" Chen Guiyun said, "In the previous two rounds of stock market crashes, the Shanghai Stock Index was between 3500 points and 4000 points, and at least 10 trillion levels of chips were locked up. Such a huge area of ​​accumulation of locked-up stocks, there is no The huge amount of incremental funds continues to enter the market and cannot be released at all.”

"As long as the market's investment sentiment is there, the index point is not very important." Liao Guoxiang responded, "It is actually enough to have partial participation in the mainline investment market."

"That's true." Li Jinshi nodded slightly and replied.

"Today, on the core line of 'lithium batteries', sector sentiment has completely spread." Chen Guiyun said, "It feels like the bullish sentiment in this sector has reached a local peak position. Even though the logic of future expectations for this line is still there, But with sentiment and expectations so high in the short term, it’s probably going to be an adjustment phase, right?”

"Sentiment in the 'lithium battery' line has indeed spread." Liao Guoxiang said, "But in the market, the quotations for 'lithium carbonate' and 'lithium hexafluorophosphate' are still rising, and 'new energy passenger cars' 'The sales in the market are still exploding further under the policy tilt.

It is supported by these two major expectations.

It is estimated that the main rising trend of the 'lithium battery' line will most likely continue for some time.

There is also the major institutional groups in the market. Their previous expectations and positions for the 'lithium battery' line were insufficient, and they should only react at this time to focus on increasing their positions.

In addition, there are a number of following capital groups in the market, as well as hot money groups that assist in the hype.

Analyze the current situation...

The sentiment, expectations, and financial aspects of the 'lithium battery' line are all in a state of gradual acceleration.

At this time, facing the acceleration of this main line market, what we have to do is not to judge the stage top, but to hold the chips and let the profits run. "

"Indeed, the trend has just started, and it is meaningless to judge the stage top at this time." Li Jinshi said, "And... the funds of 'Financial Street Fuxing Road' are probably still locked up, right?"

"There is no doubt that it is locked up." Liao Guoxiang said.

"In addition to the 'lithium battery' line, today's 'Teli A', 'Meiyan Jixiang', 'Sichuan Province Jiuzhou', 'Three Gorges New Materials', 'Yishang Display'... these early concept leading stocks are also going It must be quite strong." After a brief review, Chen Guiyun continued, "I feel that the 'Special A' check is likely to have another wave of prices. "

"The market rebound is not over. The market recognition of the 'Teli A' check is so high, there will definitely be funds to trade." Liao Guoxiang said, "This check has exceeded the anti-subscription limit today, which is also expected, but... ...The ten times expectation of this check has been fulfilled. It is estimated that even if the active main funds involved in this position want to make a trade, it will be difficult to use the power of market sentiment and follow-up orders to leverage the large number of short-term holding chips accumulated above. "

"I think so too." Li Jinshi said, "With the 'Te Li A' check, it would be good if it could get a counter-draw at most. When its expectations have been fulfilled, it is absolutely impossible to have another doubling market. Well, when it comes to short-term gaming...the core line of 'lithium batteries' is definitely more reliable."

"On the 'lithium battery' line, the most core target should be the 'Penghui Energy' check, right?" Chen Guiyun thought for a moment and then said, "It feels like the position is not low anymore."

"I think it's the 'Dofluoro' check." Liao Guoxiang said.

"If we want more flexibility and the current mood... the check from 'Penghui Energy' will definitely be better." Li Jinshi said, "But in terms of the driving force of the entire 'lithium battery' main line sector, as well as the combined force of funds, and In terms of expectations, the check trend of 'Dofluoro' is obviously too strong."

"Yes." Liao Guoxiang said, "The check of 'Penghui Energy' is mainly due to the favorable position of the capital of 'Financial Street Fuxing Road'. Otherwise... based on fundamental expectations alone, this check should be far inferior." "DoF", "Tianci Materials", "Ganfeng Lithium Industry"...these core stocks."

"Which stock will Brother Liao plan to focus on?" Chen Guiyun asked.

Liao Guoxiang said: "If the main positions are held, they will definitely be dominated by the stock 'Dofluoro Duo'. After all, this check has the strongest combined capital, and the market liquidity is large. Tens of millions or hundreds of millions of funds can be held in it." If you move it around at will, the check of 'Penghui Energy' will not be able to carry a large amount of funds. "

"I don't think the 'Ganfeng Lithium Industry' check is too generous!" Li Jinshi said.

Liao Guoxiang replied: "The check from 'Ganfeng Lithium Industry' is indeed not bad."

"In fact, as long as it is a core target, the space should be about the same." Chen Guiyun said, "I will just balance the positions and lock the position for another half month to see how far this line can develop."

As the three people discussed in the group, and many other investor groups in the two cities continued to review.

Before I knew it, 5 p.m. arrived.

With the eyes of countless investors gathered, the dragon and tiger rankings of the two cities were announced.

I saw that several popular stocks that everyone pays more attention to are all on the list.

Among them, the main fund of 'Teli A' today is the 'Qilu Gang' who has appeared on this check several times, while 'Duofuoduo', 'Penghui Energy', 'Ganfeng Lithium Industry' and other 'lithium companies' The popular leading stocks on the battery's main line are the result of the concerted efforts of active hot money and institutional funds on the market.

As for the legendary seat of 'Financial Street Fuxing Road' that everyone is looking forward to.

It maintains a locked position and does not appear on the dragon and tiger lists of the two cities.

"Institutions continue to increase their positions in the main leading stocks of 'Lithium Battery', the 'Qilu Gang' returns to the concept leader 'Teli A', and the 'Rongcheng Gang' focuses on 'Meiyan Jixiang'..." See the data from the two cities' dragon and tiger lists Later, in the main hot money group of the 'Yuhang Group', Zhao Qiang said with a smile, "Today's Dragon and Tiger list, the overall data is good, and the participation of big funds is very high. There are many popular leading stocks, and the funds from the main buying seats are involved. are far greater than the funds sold by selling seats, which shows that the market's overall investment sentiment and risk appetite are all improving, and everyone's willingness to do more is continuing to increase. From this... the market trend tomorrow should be worry-free ”

"The impact of the collapse of the 'Zexi Clan' seems not to have made much of a splash on the market!"

"The entire 'Zexi Group' has less than 300 billion in capital, so how big a splash can it make? As long as the overall trend of the market is upward, the impact of the news can only be temporary."

"I didn't expect that the 'Qilu Gang' would be the main attack on the 'Te Li A' check today."

"In this position, you still dare to make a check with the 'Te Li A' and the capital of the 'Qilu Gang', so you are quite courageous."

"This fund's methods have always been very sharp." "Brother Sun's 'Qingchun Road' intervened in 'Ganfeng Lithium Industry' and the check amounted to more than 8000 million chips, which is really awesome!"

"Brother Sun, your generosity is getting bigger and bigger!"

Sun Chengyu saw the message in the group and responded with a smile: "Who am I? Compared with the funds of 'Financial Street Fuxing Road', it is far behind."

"It's really strange. In the past few days, I haven't seen any funds from Financial Street Fuxing Road continue to increase their positions."

"Perhaps this fund has been fully occupied for a long time?"

"It's impossible. The current capital volume of this fund is at least between 5 million and 10 billion. It should not be full yet. It just feels so quiet...it doesn't look like the style of the 'Financial Street Fuxing Road' fund. ah."

"No matter what the size of the 'Financial Street Fuxing Road' fund is, its main positions are definitely still on the core line of 'lithium batteries'."

"There is no doubt about that." Zhao Qiang responded amidst everyone's discussion.

"Actually, you don't need to pay too much attention to the capital trends of 'Financial Street Fuxing Road' when making market decisions." Sun Chengyu said, "You still have to grasp the underlying logic of the main line."

"This is the truth. The 'lithium battery' line has been so hyped by various funds. The fundamental reason is the huge change in fundamental expectations, and the 'new energy passenger vehicle' market is under strong national policies." With the support of the demand, the capital of 'Financial Street Fuxing Road' has increased its positions in this core line. For the market trend of this core line itself, it can only be regarded as an assist. "

"It feels like the line of 'lithium batteries' has completely replaced the core line of 'state-owned enterprise reform' now, right?"

"That is for sure, the strongest and most certain core line at the end of the year."

When the main hot money players of the 'Yu-Hang Group' came out, they were engaged in intense exchanges and analysis after the data on the Dragon and Tiger Rankings of the two cities came out.

at the same time.

Magic City, Jufeng Asset Management Co., Ltd., 'Jufeng Future Growth' Fund Trading Room.

As a fund manager, Lu Xiangxiang was overjoyed when the net value of fund products hit a new rebound high. She said happily: "Look at this situation, the 'lithium battery' line has completely received major funds from the two cities today." The group unanimously agreed.”

"Indeed." Yu Xiaolu, as the core trader of the fund, responded, "I guess the market will mainly rise in the future, right?"

Lu Xiangxiang nodded slightly, and said with firm eyes: "There is a high probability that the market will rise, hehe... It seems that our fund is expected to rely on the market of the core line of 'lithium battery' during the end of the year. Repair the net value retracement in the previous two rounds of stock market crashes.”

"But now the market quotation of 'lithium carbonate' has reached close to 8." Yu Xiaolu said, "I don't know where the price will gradually slow down. I feel that the market demand for 'new energy passenger cars' has exploded, and' The explosion of market demand for lithium batteries will still take time to brew. This round of market hype for lithium batteries has almost doubled. If it goes up... in the short term, it will be mostly emotional speculation. "

"You want to say...we should just accept it when we get along?" Lu Xiangxiang said with a smile.

Yu Xiaolu nodded and continued: "I feel that after the market enters the stage of emotional hype, there is a high probability that it will not be far from adjustment. In addition, there is a rebound in the market from this round to the National Day, and the short-term rise of the Shanghai Stock Exchange Index is also very large. The market has accumulated a lot of profits in the short term. I am worried that at the end of the year, once the overall financial situation of the market is under pressure... I am afraid that the market will experience a certain degree of extreme fluctuations. "

"Looking at the central bank's policy direction, the funding problem at the end of the year will not be big." Lu Xiangxiang said, "Let's look at the 'lithium battery' line. The current market potential is still very high. Wait until The sentiment goes further and when the slope of the upward trend of the stock price begins to weaken, it will not be too late for us to reduce our positions and take profits.”

Yu Xiaolu thought about it, although she felt that it would be better to reduce the position and stop the profit appropriately while her emotions were fermenting rapidly.

But she also knew that Lu Xiangxiang was eager to restore the decline in the net value of the company's fund products, thereby laying a better foundation for the issuance of new funds next year.

So, she paused for a moment before swallowing some words.

Regardless of whether everyone is bearish or bullish on the overall market situation and the core line of 'lithium batteries' in the after-hours analysis.

As time goes on.

In the evening, the investment sentiment of the entire market was still in a continuing hot atmosphere.

Especially late at night, when U.S. stocks opened higher and moved higher again, reaching new heights, the bullish sentiment in the two cities fell into a boiling state.

Everyone has completely forgotten the negative impact of the collapse of the 'Zexi Clique'.

I also forgot that in the range of 3500 points to 4000 points on the Shanghai Composite Index, trillions of chips were accumulated and locked up.

I only think that the Shanghai Stock Exchange Index will continue to break through, and I only expect that the major market trends in the market will continue to hit new highs, so that the funds invested in my hands will continue to increase in value.

And just like this, market sentiment is once again reaching a fever pitch.

Everyone began to look up to 4000 points, looking forward to the Shanghai Stock Index further hitting 3600 points and 3700 points.

The next day, Wednesday, August 11th.

However, the major market indexes opened higher across the board. After exhausting a large number of long funds that aggressively followed the trend at the beginning of the trading day, they quickly plunged lower, causing the Shanghai Composite Index to fall below 3500 points again.

And when the Shanghai Stock Index once again fell below 3500 points.

At the beginning of the trading, the mood was too hot and the funds were too consistent to follow the trend of the 'lithium battery' main line sector, which was also concentratedly sold by a large number of fund holding groups on the market.

Countless early profits came out.

The large number of retail investors who followed the trend and rushed in with enthusiasm and passion to take over the chips instantly felt the gap between ideal and reality.

This also caused the fiery emotions in their hearts to cool down in an instant.

(End of this chapter)