Rebirth of the Capital Legend

Chapter 223: Speculations on the holding size of 'Financial Street Fuxing Road'!

"Let me go, 'Penghui Energy', 'Dangsheng Technology', and 'Tianci Materials' are three main 'lithium battery' stocks on the Dragon and Tiger List. The main funds sold during the day were all 'Financial Street Fuxing Road' How can this capital, this capital hold such a large amount of positions?”

On the occasion of the resolute long-term "lithium battery" main line, many large institutional capital groups are boiling.

In Shanghai, Tian Xiaohui, the trading team leader of the "New Energy Mixed Selection" fund product trading department within the company "Bloomage Capital", was shocked when he saw such trading data on the Dragon and Tiger List when reviewing the trading.

"With the two checks of 'Dangsheng Technology' and 'Penghui Energy', it is understandable that the capital of 'Financial Street Fuxing Road' is the main selling force." In Tian Xiaohui's amazement, as the 'New Energy Mixed Selection' this Zhou Sheng, the fund product manager, frowned and said, "But the check for 'Tianci Materials'... when did the funds from 'Financial Street Fuxing Road' get involved and lurk in? Why is there no trace on the market at all?"

Tian Xiaohui shook his head slightly and said blankly: "I don't know, the capital of 'Financial Street Fuxing Road' is really elusive. It's like no one could have expected this guy to be in the stock of 'Kewan Real Estate' before. , with the same amount of chips lurking."

"The total sales volume is more than 4 million yuan." Zhou Sheng said, "Is this the entire position of the 'Financial Street Fuxing Road' capital on the 'lithium battery' main line?"

"It's hard to say." Tian Xiaohui replied, "I'm afraid no one knows how much money this guy has in his hands now."

Thinking about half a year ago, the other party was still an intern trader in the company.

Tian Xiaohui felt that this world was really dreamy.

As the two people discussed the subsequent market trend of the main line of 'Lithium Battery' under the large-scale sell-off of the 'Financial Street Fuxing Road' stock...

Tian Xiaohui said: "There will definitely be short-term emotional effects, but as long as there are no problems with the long-term logic, the market supply and demand relationship has not changed, and the supply and demand gap has not been filled, then the stock prices of core stocks related to the main line of 'lithium batteries' will still remain stable." There is momentum for continued growth, and other institutions that lack positions in this main line will continue to follow up and take on related chips, so... I don’t think we need to worry too much.”

Tian Xiaohui thought for a while and said: "Without the support of the Dragon and Tiger List data, we have no way of knowing, but logically speaking... the amount of funds in 'Financial Street Fuxing Road' should not have reached such a huge level, right? There are also Maybe the chips he sold on stocks such as Tianci Materials, Penghui Energy, and Dangsheng Technology were all the chips he held in the main direction of lithium batteries. "

Zhou Sheng thought carefully for a while and said: "Let's look at it again. It's not yet certain whether all the chips in the 'Financial Street Fuxing Road' fund have been sold. If we have already sold them all, then there is no need for us to reduce our positions. After all, it is bad." It will be a good thing if you get rid of it.”

"Then according to the manager's wishes..." Tian Xiaohui asked, "We must also reduce our positions and stop our profits."

"It's impossible." Yu Xiaolu, a core trader, responded, "The funds of 'Financial Street Fuxing Road' are just the main hot money in the market. In terms of the size of his personal assets, he has 30 yuan in the 'Kewan Real Estate' stock." More than billion chips have been sold, and there is definitely no huge position in the main direction of 'lithium battery'."

In the main line of 'lithium battery', how much chips are there?

In the 'Jufeng Future Growth' fund product trading room, Lu Xiangxiang frowned tightly after seeing the 'Financial Street Fuxing Road' fund sweep across the selling seats of 'Lithium Battery' main online list stocks: " Looking at the sales data of these checks, I always feel that the guy who is desperately selling the pressure on the core stocks related to the main line of 'lithium battery' today is the guy named 'Financial Street Fuxing Road.'

"Including the more than 30 billion chips this person sold on 'Kewan Real Estate'." Zhou Sheng said, "The amount of funds in this guy's hands has exceeded about 85% of the private equity institutions in the industry. Today's Tianqi Lithium ', 'Dofluoro', 'Ganfeng Lithium'... the trends of many stocks are exactly the same as those of 'Financial Street Fuxing Road', a stock that has massively reduced positions and stopped profits. I'm worried. ...This fund is also selling chips on a large scale in the core weight stocks of 'Tianqi Lithium', 'Duofuoduo', and 'Ganfeng Lithium'..."

Of course, he still can't believe that the other party was able to accumulate wealth to such a terrifying level in just half a year.

And without many positions, it cannot continue to suppress the main line market of 'lithium battery'.

At this moment, inside the 'Jufeng Assets' management company in the same city.

"Well, that's what I mean too." Yu Xiaolu nodded and said, "We might as well wait until the market becomes clearer before adjusting our strategy."

"Although the logic is smooth, we must also consider the emotional side." Zhou Sheng said, "The assessment at the end of the year is coming soon."

Lu Xiangxiang thought about it for a while, hesitated in her heart, and said: "It's a pity that the core stocks such as 'Dofluoro', 'Tianqi Lithium', 'Ganfeng Lithium'... that moved simultaneously today do not have data on the Dragon and Tiger List, otherwise You can know if the funds of 'Financial Street Fuxing Road' are desperately smashing the market. Sigh... Let's take a look again. From a fundamental analysis, the market for the main line of 'lithium battery' is not over. At this time, the market is not optimistic about this stock. Although there are divergences in the core trend, there are also opportunities. Once you make a wrong judgment and lose your chips, it will be very difficult to buy them back. "

"Alas..." Zhou Sheng sighed softly and continued, "When the main line of 'lithium battery' reached this position, the market was originally very divergent, but now it has encountered a comprehensive reduction of funds from 'Financial Street Fuxing Road' Take profit, based on the impact of this trading seat on market sentiment, I am afraid that the trend of the entire 'lithium battery' main line will not be very good in the next period of time!"

"Then we... need to adjust our strategy and reduce our positions?" Yu Xiaolu asked.

Then it is impossible to have many positions.

She doesn't believe in the funding of 'Financial Street Fuxing Road'.

"Theoretically, that's the case." Lu Xiangxiang said, "But the market trend, combined with today's Dragon and Tiger ranking data, makes people think a lot!"

After all, whether it was market rumors or her careful investigation and data calculation, she could basically confirm that the amount of funds in the 'Financial Street Fuxing Road' would not exceed 50 billion. Since the other party is in 'Kewan Real Estate' On this stock, more than 35 billion chips have been held, and today more than 4 million funds have been sold on several stocks such as 'Tianci Materials', 'Dangsheng Technology', and 'Penghui Energy'.

In this way, the main fundamentals of 'lithium batteries' are still good, and the price increase trends and expectations of 'lithium carbonate' and 'lithium hexafluorophosphate' are still strong.

There is no reason to give up the chips on this main line and carry out the operation of reducing positions and taking profits.

Just when she felt that the capital of 'Financial Street Fuxing Road' was unlikely to have a large amount of 'lithium battery' mainline core stock chips in hand.

In the entire financial circle, there are a number of institutions that are engaged in the main line of 'lithium batteries'.

As well as institutional groups that are optimistic about the main lines of 'lithium batteries' and 'new energy industry chain' and plan to continue to increase their positions in this direction.

After fully assessing the impact of the intraday selling of the 'Financial Street Fuxing Road' stock, I also made the same predictions and judgments as Yu Xiaolu.

Of course, in many institutions. I feel that the funds of 'Financial Street Fuxing Road' are just hot money in the market and will not affect the development of the main market trend of 'lithium batteries'.

In the domestic hot money circle, everyone's view is a different picture.

"Damn it, the capital of 'Financial Street Fuxing Road' is really awesome. Yesterday, it sold huge amounts of 'Kewan Real Estate' chips and reaped at least 10 billion in profits. Today, it started to cut profits on a large scale and clear out the 'Lithium Battery' main line chips, harvesting There are a number of investment institutions in the 'new energy industry' that have taken over deals at high levels in recent times."

Among the main hot money group of the 'Yuhang Group', Zhao Qiang sighed with shock after the review was completed.

"Brother Zhao thinks the market for 'lithium batteries' is going to collapse?" asked other hot money in the group.

Zhao Qiang responded: "I don't know whether it will collapse or not. I only know that the 'Financial Street Fuxing Road' capital has reduced its positions on a large scale and stopped taking profits. This line cannot be used."

"The capital of 'Financial Street Fuxing Road' should be on the main line of 'lithium battery', so it doesn't have much chips, right?"

"Hey, it's hard to say. Who would have thought that 'Financial Street Fuxing Road' has more than 30 billion chips lurking in the stock of 'Kewan Real Estate'?"

"But the main line of 'lithium battery' is a long-term logic, and its market trend is dominated by institutions. According to the capital structure that dominates this main line, the large-scale departure of funds from 'Financial Street Fuxing Road' should have a negative impact on 'lithium battery'" 'This main line won't have much impact, right?"

"Judging from today's market trends, the market trends of many stocks in the main line of 'lithium batteries' are highly correlated." Seeing the rapidly refreshing news in the group, Sun Chengyu, who is the main hot money core figure of the 'Yuhang Group' Said, "The capital of 'Financial Street Fuxing Road' has been very unexpected in its entry and exit. In addition, in fact, the core main line of 'lithium battery', sentiment, and expectations have continued to rise with the stock prices of related core stocks, and the reaction has almost been , to be on the safe side, it’s best to avoid this direction in the near future.”

"Brother Sun, how many potential chips do you think the 'Financial Street Fuxing Road' fund has in the main direction of 'lithium battery'?" Zhao Qiang asked, "1 million, 2 million, 5 million, or 10 billion? It’s unlikely that there will be such a huge amount of chips on the stock of ‘Kewan Real Estate’, right?”

"Without actual data support, it is difficult to guess." Sun Chengyu said.

Before the 'Financial Street Fuxing Road' sold off more than 30 billion 'Kewan Real Estate' stock chips.

He believed that the largest amount of funds in the hands of this main force of hot money was only more than a billion, but in the end... the other party sold more than 30 billion in one go.

So, now he really didn't dare to guess.

For the "Financial Street Renaissance Road" that has repeatedly made shocking moves in the market and created many market trends.

In his heart, now he could only admire him.

In addition to the main hot money internal group of the 'Yuhang Clan', there are also many powerful hot money groups in the circle such as the 'Fushan Clan', 'Qilu Clan', 'Gusu Clan', and 'Modu Super Short Gang'. We are also having an extremely heated discussion about the 'Financial Street Fuxing Road' that swept through the selling seats on the Dragon and Tiger List and continued to sell aggressively to stop profits.

Among them, especially the main hot money group of the 'Magic City Super Short Gang'.

Xu Qiao, Lao Zhang, Lao Wu, Brother Chen... and others saw the data of the stocks "Penghui Energy", "Dangsheng Technology" and "Tianci Materials".

I remembered what Su Yi said before about the size of his position in the stock 'Kewan Real Estate'.

If it only accounts for 40% of the total holdings.

Everyone was shocked beyond measure, and they really believed what Su Yi said.

And as this sentiment continues to ferment, and the whole network is concerned about 'Kewan Real Estate', the dispute over the management equity of the 'Baoneng Department' and 'Kewan Real Estate' group, and the legendary transaction of 'Financial Street Fuxing Road' Seats are under the influence of discussions on various hot topics.

When there are no obvious positive or negative news in other market news.

After two days of brewing over the weekend.

On Monday, December 12, when the two cities opened again, 'Kewan Real Estate' ushered in an emergency suspension of planned asset restructuring, while Su Yi's heavily held 'lithium battery' mainline core stocks fell sharply under the influence of his seat. After it started to fall, it instantly regained its initial losses due to the continued long positions of many institutional groups, forming counter-expectations for last Friday's trend.

At the same time, when the main line of 'lithium battery' continued to strengthen, it returned to the top of the growth list of the main line sectors in the two cities.

Lunch break time.

As a well-known domestic asset management institution, Yang Shengfan, the product manager of the 'New Energy Industry Growth Hybrid Fund' of 'Noon Capital', is looking at the main line of 'lithium batteries' and the core related core of the 'lithium battery' main line that is heavily stocked in his own fund products. The stock has largely recovered its losses.

I couldn't help but post a message on the public social platform website.

It means that in the new energy revolution, the main line of 'lithium battery' market has just begun.

And ridiculing the funds of the 'Financial Street Fuxing Road' is just short-term thinking, without any pattern at all, and it is impossible to affect any market trend of the core main line of 'lithium battery'. Some people even commented and rebutted it. As long as the funds on 'Fuxing Road, Financial Street' dare to smash the market, he will accept all the chips.

Regarding the other party's speech on public social media platforms, Su Yi did not comment and did not care at all.

He stared at the market, and after the market reopened in the afternoon, he still followed his own pace and continued to sell off the "lithium battery" mainline core stock chips he held, quickly withdrawing funds.

(End of this chapter)