Rebirth of the Capital Legend

Chapter 211: Continue to increase positions secretly!

However, although the daily loss of the position account exceeded 1 million, Su Yi didn't care too much about it.

After all, he knows that the expected logic of the main line of 'lithium batteries' and the explosion of market demand in the entire 'new energy industry chain' will continue to strengthen in the short to medium term.

In this state...

Even if the stock price retreats due to the impact of sentiment and news, it will quickly regain its lost ground.

However, although he is full of confidence in the future development of the core main line of 'lithium batteries', many investor groups currently involved in the speculation and investment in the core main line of 'lithium batteries' in the market have been under continuous after-hours trading. During the discussion, there was no such confidence and confidence in the core stocks of the 'lithium battery' sector that had generally doubled their gains and basically recovered from the previous 'Stock Market Crash 2.0' stage.

Due to Su Yiming's large-scale reduction of positions and profit taking, as well as the obvious negative feedback of the market trend during the day.

Among the discussions among many investors.

There are many people who believe that 'lithium batteries', a core concept subject that has been hotly speculated recently, has fully reflected expectations and that the stock price has peaked in the short to medium term.

Even in the main hot money internal group of the 'Modu Super Short Gang' where Su Yi belongs.

However, as the core major institutions in the market.

In other words, even at this moment, the market's sentiment and fundamentals are somewhat divergent.

"According to what you mean, Brother Chen..." After listening to Brother Chen's analysis, Xu Qiao said, "Not only is this not an opportunity to sell core stocks related to the main line of 'lithium battery', but it is still a good opportunity to increase positions?"

Brother Chen nodded and said, "I do think so."

Furthermore, from a macro-level analysis, the explosion of the 'new energy passenger vehicle' market is an explosion process from 0 to 1. This expected space is by no means as simple as a doubling of market demand.

What's more, starting from the beginning of September.

"But in this case, why did the Su brothers reduce their positions and stop profits on a large scale at this time? 'Polyfluoride', 'Apocalypse Lithium', and 'Ganfeng Lithium' are the main lines of 'lithium battery' where expectations are the strongest. Where is the core leader that has the strongest emotions and funds to follow the trend? "Lao Zhang asked, "Essentially, the core line of 'lithium battery', the Su brothers were involved when the market first started, that is to say,' The line of lithium batteries should be considered to have been discovered by the Su brothers.

Xu Qiao nodded and responded: "It has indeed increased a lot, such as 'Dofluoro', 'Tianqi Lithium', 'Ganfeng Lithium', 'Tianci Materials', 'Penghui Energy'... etc. are relatively core After the National Day, the stock price has basically doubled in more than a month.”

"In addition to the suppression of profit taking..." Brother Chen continued, "there is also the suppression of the 3500-point pressure mark of the Shanghai Composite Index, which has also led to a large increase in market divergence on this line."

But if you look at the long-term period slightly, the upward trend is still obvious.

I believe that the majority of retail investors involved in speculation in the market may not be aware of this.

"It shouldn't be so pessimistic, right?" Lao Wu was still relatively optimistic about the follow-up market, saying, "The U.S. stock market continues to reach new highs, and the central bank has fully released the market's currency liquidity after two rounds of interest rate cuts and reserve requirement ratio cuts. , coupled with the continued investment of the 'pension' and the macro-control of the 'national team', although it is difficult for the market to return to the bull market, it should be relatively easy to maintain a relatively strong and volatile trend, right?"

"The suppression of profits, the decline of speculation, coupled with the pressure of the Shanghai Stock Index at 3500 points, the selling pressure of the hold-up market above 3500 points ahead, and the tight financial situation at the end of the year...these factors are combined under the combined influence." Lao Zhang pondered briefly. After a while, he said, "I feel that in the next period of time, whether it is the trend of the market or the trend of the core concept theme of 'lithium battery', it is not very optimistic!"

"The Su brothers' large-scale reduction of positions and profit taking on the Dragon and Tiger list can only be said to be an inducement." Lao Wu said, "I think the 'lithium battery' line, at this position, is the most important reason why the market divergence is so big. The main reason is that the market trend from this line to after the National Day has been quite large in the short term, and the huge profits accumulated have suppressed the further development of the market. "

The stock price trend is quite divergent on the market.

Brother Chen responded: "I agree with Lao Wu. At this moment, we should not be too optimistic, but we don't need to be too pessimistic. The divergence in the core trend of 'lithium battery' does exist, but it can be clearly felt that its The fundamental improvement of the entire industry is still in an accelerating trend, and the country is also using relevant policies to continuously stimulate the development of the 'new energy passenger vehicle' market.

In the 'lithium battery' industry, the prices of the two main products, 'lithium carbonate' and 'lithium hexafluorophosphate', have more than doubled by now, right?
It depends on the extent of the price increase of its products and the room for the explosion of market demand.

Especially for the 'new energy industry chain' direction, large institutional groups with considerable in-depth research capabilities will definitely be aware of this. "

"From a fundamental analysis, there should be no big changes in the expected logic of the 'lithium battery' line, right?" Lao Zhang said, "I feel that the reason why the main line of 'lithium battery' has plummeted in volume today is mainly due to yesterday's The impact of the large-scale reduction of positions and profit taking on Su Brothers' 'Financial Street Fuxing Road' seats."

'Dofluoro', 'Tianqi Lithium', 'Ganfeng Lithium', 'Tianci Materials'... the current valuations of these stocks are still very cheap.

After a brief review, Xu Qiao faced the trend of the entire 'lithium battery' mainline sector plummeting in volume during the day. His originally positive and bullish thoughts also changed significantly: "Today, in the 'lithium battery' sector, there was a net outflow of main funds. The volume is huge. It feels like the market trend of this core main line is reversing, and market investors’ expected attitude and sentiment towards this core main line are also changing.”

I have to admit that there are some powerful institutions in the industry.

It is indeed unique in its fundamental research and judgment of industry cycle changes.

However, there is no reason that in the past six months, the Su brothers, who have never failed in the A-share market, would be inferior to these institutions in their cognitive and research capabilities, right?

On the surface, the core line of 'lithium battery' reflects the current changes in fundamentals.

In addition, the outbreak of demand in the entire 'new energy passenger vehicle' market is indeed still very optimistic, and expectations are still very strong.

But on the core line of 'lithium batteries', is it true that the Su brothers have reduced their positions on a large scale and stopped profits?

Therefore, I think it is okay to be optimistic in the long term, but in the short to medium term, the core line of 'lithium batteries' is likely to enter an adjustment cycle. "

After hearing what Lao Zhang said, Lao Wu thought about it carefully for a while, and then said in response: "Lao Zhang, you can't use Brother Su's position data on the Dragon Tiger List to infer that Brother Su is not optimistic about the core of 'lithium batteries' main line, thereby overturning the current hype logic of the core main line of 'lithium battery'."

"Old Wu, what do you mean..." Old Zhang was a little confused.

Old Wu paused and continued: "After the speculation of leading stocks such as 'Teli A', 'Meiyan Jixiang', and 'Huaguo Heavy Industries', the amount of funds accumulated by the Su brothers should have been far greater." Is it more than 4 million? I think the total reduction of 4 million by the Su brothers in the three stocks of 'Duofuduo', 'Tianqi Lithium Industry' and 'Ganfeng Lithium Industry' does not represent the Su brothers I am not optimistic about the core line of 'lithium battery'.

It is very likely that the Su brothers still have a lot of chips in their hands, focusing on the main line of 'lithium batteries'?

What's more, even if it is analyzed based on the dragon and tiger ranking data disclosed by the two cities.

The Su brothers currently hold positions in 'Penghui Energy', 'Dangsheng Technology', 'Guoxuan Hi-Tech'... and other core stocks in the main line of 'lithium battery'. There is a high probability that they are still there, right? There is a high probability that there is no reduction in positions, right?
So, to analyze it comprehensively...

However, based on the selling situation of the Su brothers on the Dragon and Tiger list, and being coerced by the short-term market sentiment, they are bearish on the subsequent development of the main line of 'lithium battery' market.

It is still biased and very unwise. "

"The total profit harvested by the Su brothers from several leading stocks such as 'TeLi A', 'Meiyan Jixiang', and 'Huaguo Heavy Industries'... is definitely more than 4 million, but if we say that the Su brothers' profits from 'Lithium In the main field of batteries, especially in popular stocks such as 'DoF', 'Apocalypse Lithium', and 'Ganfeng Lithium', which have sold a lot of chips, there are still huge positions, and most of them are not very big. Is it possible?" Xu Qiao said, "No matter which factor is analyzed, I think that if Brother Su is really very optimistic about the subsequent development of the main line of 'lithium battery', there is no reason to make such a big deal at this time. Reduce the position by 4 million chips regardless of cost! This is based on Brother Su's previous behavior of locking up positions in two big monster stocks, 'Teli A' and 'Meiyan Jixiang', and then selling on a large scale until the short-term market peaked.

It is also possible to quickly draw this conclusion.

What's more, the Su brothers' trading seat on "Financial Street Fuxing Road" has a huge influence on the market.

If he still has a large amount of stock chips in 'DoF', 'Tianqi Lithium', and 'Ganfeng Lithium', he will definitely not sell them publicly on the Dragon and Tiger List.

After all, isn’t this going to ruin your own fortune and make you suffer losses in vain? "

"So...you followed the large-scale reduction of positions today?" Lao Wu asked.

Xu Qiao responded: "I have reduced my position by two-thirds. I will wait until the Shanghai Stock Index falls back to 3200 points, or wait for the popular leading stocks related to the core main line of 'lithium battery' to go well." Add back the lost position.”

"It's better that you acted quickly." Lao Zhang chuckled, "I only reduced my position by a quarter."

"I always feel that there is something wrong with reducing positions at this position." Amid the differences in opinions among several people, Brother Chen said again, "Let's take a look at today's Dragon and Tiger List data. If today's Dragon and Tiger List buying and selling data of the two cities, In the main line of 'Lithium Battery', Su Brothers' seats on 'Financial Street Fuxing Road' are once again sold on a large scale, or if the institutional seat capital group begins to show a clear net selling state, then it is indeed necessary to be a little vigilant and control the potential retracement, choose some slightly conservative trading strategies.”

"I think Brother Su should not continue selling today." Lao Wu said.

"The internal chip structure of the 'Dofluorodo' check feels a bit loose, and the transaction volume of this check today is relatively large, almost hitting a new high this year." Lao Zhang said, "We will see if the volume can change, and large funds will flow out. Quite a few, it is very likely that the Su brothers, or the institutions that intervened in the early stage, are continuing to sell on a large scale.”

With that said, Lao Zhang looked at the time and then looked at the interface where the dragon and tiger lists of the two cities were about to be refreshed.

Right under his gaze.

At the same time, it is also attracting the attention of the entire "Modu Super Short Gang" hot money, as well as other core hot money players in the industry, as well as many retail investors in the market, and even many institutional main players.

Soon, 5pm arrived.

According to the refreshed data of the Dragon and Tiger Rankings of the two cities.

Everyone found that the "Financial Street Fuxing Road" that had massively reduced positions and stopped profits yesterday did not appear, and unexpectedly... In the main line of "lithium battery", several core stocks on the list, in the trading data of the Dragon and Tiger List disclosed, Institutional seat purchases actually still show a net buying trend.

Moreover, the total buying amount of the five major trading seats is still greater than the total selling amount.

"Eh... this is a bit strange." I noticed the Dragon and Tiger list data disclosed by the two cities, especially the Dragon and Tiger list data of several listed stocks in the main field of 'lithium battery'. I had already had some concerns about 'lithium battery' Lao Zhang, who expressed his pessimistic mood and views on the main line's follow-up market trend, was obviously surprised and unexpected in his heart. He said in the group, "Brother Su's trading seat has become invisible again, and the institution is still in the big market." I didn’t expect that those who bought the core chips in the main line of ‘lithium batteries’ on a large scale and panicked during the day… were actually countless retail investors.”

"In the main line of 'lithium battery', the continued net buying trend of large funds in related popular stocks is indeed very surprising." Xu Qiao, who had already reduced two-thirds of his position during the day, looked obviously surprised and surprised at this moment. , in the group @老武和陈哥, said, "Lao Wu, Brother Chen, you two are still the right ones to judge. According to the data of this dragon and tiger list, the line of 'lithium battery'... really continues to be hyped , continue to open up opportunities for space!”

Lao Wu smiled and said: "I said there is no need to be pessimistic. Seeing that Brother Su's seat on the Dragon and Tiger Ranking continues to be invisible, we can most likely guess that he definitely still has a large number of positions on the core line of 'lithium battery' ”

"But what does he mean by reducing the 4 million yuan yesterday?" Lao Zhang was puzzled.

Brother Chen thought carefully for a long time and responded: "Maybe Brother Su is thinking of splitting positions and going long. Most likely, he has discovered other core lines with great potential."

"I'm numb..." Xu Qiao said helplessly, "I was washed today."

"It's okay, I'll just get my chips back next Monday." Lao Wu comforted, "Although in the main line of 'lithium battery', the buying and selling data of the stocks on the list are somewhat unexpected and beyond expectations, but the market trend of this main line Differences still exist, and it is estimated that there will still be shocks for a day or two. "

As the messages in the group continue to be refreshed.

As well as several powerful hot money players in the group conducted in-depth discussions on the main line of 'lithium batteries' and the subsequent market trends of popular stocks.

Inside and outside the market, other investor groups gather, as well as inside major asset management institutions in the industry.

Although everyone's views on the core theme of 'lithium battery' are still divided to a certain extent, but without exception... During the discussion, everyone's attention and hot topics have always been around 'lithium battery'. Even the main line of the 'new energy industry chain' is unfolding.

As for the 'real estate' sector that Su Yi bought aggressively during the day, there was an obvious change in the 'real estate' sector during the day.

Especially 'Kewan Real Estate', the core leading stock.

Its market popularity and related discussions are not intense, and not many people are paying attention to this market area that is still in an unpopular sector.

Of course, the overall attention of market investors is focused on the direction of the 'new energy industry chain'.

Ignore the real estate sector and ignore the core stock of 'Kewan Real Estate'.

This is something Su Yi and the main funds of the 'Baoneng system' that need to be raised at this moment like to see.

After all, as long as the popularity is not high and investors have different opinions on the overall market trend, then they can buy more cheap chips at relatively low prices.

Unfortunately, there are two days over the next weekend.

Stimulated by the positive domestic policies and macro news, as well as the continued trend of U.S. stocks hitting highs and hitting new highs.

At this point, there were huge differences and the market's long sentiment was obviously depressed.

He became excited and active again.

So, after two days of emotional brewing over the weekend, the market ushered in the trading day on Monday, November 11th.

The market indexes of the two cities, as well as the popular core stocks related to the 'lithium battery' main line sector, as well as a large number of leading stocks with the concept of 'small and medium-sized enterprises' that showed a weak and volatile pattern last Friday, even Su Yi thought about continuing to grow at a relatively low level. The stocks of 'Kewan Real Estate', which have attracted large amounts of funds, and the entire real estate sector, have shown a generally higher opening trend.

Faced with the trend of the market opening significantly higher.

Su Yi stared at the stock market of 'Kewan Real Estate' and frowned slightly. Without waiting for the stock price to fall back, he continued to follow up with a large order and accepted the purchase.

(End of this chapter)