Rebirth of the Capital Legend

Chapter 225 can’t be sold out, it can’t be sold out at all!
"The core main line of the market, such a strong underlying logic, was forced to collapse by the funds of 'Financial Street Fuxing Road'. I am really speechless."

Seeing that on the market, stocks such as 'Tianci Materials', 'Penghui Energy', 'DoF'... have exploded in volume, going straight to the limit. In Shanghai, within the company of 'Bloomhee Capital', 'New Energy Mix' In the Selected Fund Products Trading Department, fund manager Zhou Sheng frowned and sighed helplessly.

"Boss... the market sentiment on the 'lithium battery' main line has collapsed." Tian Xiaohui, the leader of the trading team, stared intently at the disk trends of the major core stocks on the 'lithium battery' main line, as well as the outflow of funds on the disk, and hurriedly reported, "Now the whole ' Lithium batteries', and even the main line of the 'new energy industry chain', it is not just the 'Financial Street Fuxing Road' that is selling with all its strength, there are many institutions that have taken over before, and there are also profit-making capital groups that have been deposited in the market and continue to lock up positions. , At this moment, confidence has begun to waver, forming a unanimous desire to sell.”

"I saw it." Zhou Sheng nodded, sighed, and said, "Reduce your position. The entire 'lithium battery' main line should not have any market in the short term."

"Reduce positions at this time..." Tian Xiaohui was slightly startled.

Zhou Sheng said rather helplessly: "If we don't reduce our positions, we won't be able to reverse the market decline. We can only watch others rush away, lose profits from holding positions, and increase the retracement of the fund's net value. So... we can only follow the market. The trend has changed, even though the underlying logic of the main line of 'lithium battery' has not changed, and the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' are still at historically high levels, and the 'new energy passenger vehicle' market is also continuing to explode. However, if the chip structure of the entire main line sector collapses, there is nothing we can do about it.”

"Okay!" Tian Xiaohui came back to his senses and nodded.

Immediately, he immediately conveyed the relevant trading instructions to the traders behind him, so that everyone could follow the trend and reduce their positions and gradually reduce their fund positions amid the loose chips of the entire 'lithium battery' main line and the huge amount of profit taking. Reduce the net value retracement of the fund's net value in the large-scale retracement trend of this core main line.

At the same time, the "Bloomage Capital" company's "New Energy Mixed Select" fund products began to reduce their positions on a large scale.

'Jufeng Asset Management' company is also located in Shanghai.

Since the National Day in October, the stocks of "Financial Street Fuxing Road" have recently been hit by "Tianqi Lithium", "Ganfeng Lithium", "Duofuoduo", "Tianci Materials"... and other lithium batteries. 'She keeps tracking the main core stocks and the market trend.

It is impossible for the other party's position with such a large amount of capital to intervene without leaving any traces on the market.

Moreover, in the past two months, the two stocks 'Dofluoro' and 'Tianci Materials' have been on the Dragon and Tiger list more than 10 times respectively. Without exception, they have never been on the Dragon and Tiger list. , there have been traces of buying funds from the 'Financial Street Fuxing Road' stock.

This made her face the continuous selling behavior of the "Financial Street Fuxing Road" stock, which was completely puzzling.

"If this is really the case..." Yu Xiaolu said with shock, "then this is incredible."

But she just didn't find any traces of the 'Financial Street Fuxing Road' capital building positions in the four core stocks of 'Dofluoro', 'Tianci Materials', 'Ganfeng Lithium', and 'Tianqi Lithium'.

"The 'Financial Street Fuxing Road' capital is really crazy." Lu Xiangxiang thought about the first time she encountered the 'Financial Street Fuxing Road' capital on the market, and said, "This guy really doesn't care about anything. The trend of the market is to continue to smash the market regardless of the cost.”

"Oh my god, today's market trend of 'lithium batteries' and even the entire 'new energy industry chain' main line, it feels like it is heading towards a complete collapse." Beside Lu Xiangxiang, the core transaction person sitting in front of the main control computer Member Yu Xiaolu's eyes widened, and a look of shock appeared on his face, "How many chips do you still have to sell the 'Financial Street Fuxing Road' capital? It's like the entire 'new energy' line was completely destroyed by him. ”

"It's unlikely." Yu Xiaolu was shocked. "Before the National Day, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' were still at the bottom. There was no sign of a reversal of the 'lithium battery' industry cycle. And at that time …Aren’t the funds from Financial Street Fuxing Road still betting heavily on the monster stock ‘Teli A’?”

See any trace of capital entry on 'Financial Street Fuxing Road'.

"At that time, how did the 'Financial Street Fuxing Road' fund judge that the fundamentals of the 'lithium battery' industry would reverse?" Yu Xiaolu said, "The trading ideas of this fund were really precise and weird. It seemed like every time They can accurately detect changes in market conditions and even every node in the main line of changes.”

It is very possible that the funds of 'Financial Street Fuxing Road', long before we built large-scale positions in the core stocks of the 'lithium battery' main line, had lurked a large number of positions in this core main line, and even lurked in 'Dofluoro' and 'Tianci' Materials', 'Tianqi Lithium Industry', and 'Ganfeng Lithium Industry' stocks are on the market. "

Lu Xiangxiang thought carefully for a while and said: "While we were paying attention to and tracking these stocks, the funds of 'Financial Street Fuxing Road' did not show any signs of opening positions, nor did they have any buying orders on these stocks. However, in recent consecutive trading days, the total size of this fund's position reduction has reached more than 20 billion. Such a large-scale position... If you want to enter quietly while avoiding the Dragon and Tiger list, On the market, it will take at least several trading days, or even a week or two weeks before it is possible.

It was impossible to hide this from an old trader like her.

But in the past two months, she has not been on the market of these stocks at all.

In the trading room of his company's main fund product "Jufeng Future Growth Fund Products", Lu Xiangxiang, as the fund manager and general manager of the company, stared at the trend of the "lithium battery" main line sector that had collapsed across the board, and the heavy positioning of his own fund products. The trend of many core stocks made me frown tightly, and I felt an extremely strong desire to reduce my positions.

Lu Xiangxiang said: "Only this explanation can make sense. I found that the fund of 'Financial Street Fuxing Road' does not only do one main line in terms of trading ideas. It is very likely that this guy is gambling heavily." When I established A' this stock, I had already focused on the core main line of the market, "lithium battery", and had already started to build a position. "

"It's indeed incredible." Lu Xiangxiang said, "But this is the most reasonable explanation."

Analyze from this logic...

Logically speaking...

"The key is where did he get so many chips?" Yu Xiaolu asked doubtfully.

Lu Xiangxiang said: "Perhaps this is the top hot money understanding ability in the market. This person can rise rapidly in the domestic hot money circle in half a year. His market understanding ability and market smell ability are definitely not simple. Alas... no Having said that, now, with the continued smashing of this fund, the chip structure of the entire 'lithium battery' mainline sector has begun to be chaotic. Many funds that were previously locked up are being forced to reduce their positions and stop their profits. We …I’m afraid we can’t just remain indifferent and let this core line continue to be adjusted.”

"Lu Xiang also wants to reduce his position?" Yu Xiaolu asked.

Lu Xiangxiang nodded, sighed, and said, "Do you have a better way to control the retracement?"

Yu Xiaolu shook her head and said: "No, it's just... according to the current news, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' have not fallen. It seems that even if 'Tianqi Lithium', 'Ganfeng Lithium', 'Duo' Fluoride', 'Tianci Materials'... these stocks have been suppressed by the selling of funds from 'Financial Street Fuxing Road', as well as the selling of other funds that follow suit. However, as long as the underlying logic remains unchanged, the stock price should still be able to hold up. Bar?
In the past week, the "Financial Street Fuxing Road" stock has sold more than 20 billion in capital on the market.

Even if this guy has low cost and huge position size.

After selling more than 20 billion, he probably doesn't have much chips left, right?

There is also the 'lithium battery' sector, which has been adjusted for a week recently. Among them, tickets such as 'Tianqi Lithium Industry', 'Ganfeng Lithium Industry', 'Duofuoduo', 'Tianci Materials'... these tickets are even more It has retraced almost 20% from its highest point.

As long as there are still no changes to the underlying logic of its main line.

If we reduce our position on a large scale at this time, will it be reduced to the low point of adjustment again?

Once our rhythm is wrong and these tickets quickly recover the retracement decline amid the further surge in the prices of 'lithium carbonate' and 'lithium hexafluorophosphate', then we will completely lose our chips. At that time, if you try to cover your position, you will probably lose a lot and be slapped in the face by both parties. "

"But at this stage, it's uncomfortable not to reduce the position." Lu Xiangxiang said, "Who knows how many chips the 'Financial Street Fuxing Road' fund has to sell? What if this guy continues to sell for half a month? Under this guy's huge market influence, 'lithium battery' may have to fall for half a month, and the extent of such a retracement will be far more than this 20 points.

There are also huge problems with the overall market trends in the two cities.

From mid-November until now, almost a month ago, the total market turnover has been stuck at 11 to billion, and it cannot go up no matter what.

It is said that only when there is quantity can the market prevail. In a state of unlimited quantity, even if the expectations and mood are good.

It’s also difficult to create sustained space.

The Shanghai Stock Exchange Index has been hovering in the range of 3500 points to 3600 points for almost more than a month. No matter how it breaks through and tries several times, it has not been able to break through to the 3700 points and 3800 points, let alone the strong expectations. The bull-bear line is 4000 points.

Therefore, regardless of the emotional changes and market interpretation in the main direction of 'lithium battery'.

Just looking at the overall market trend, the risk of continued correction is not small.

Since the capital of 'Financial Street Fuxing Road' has defeated the chips of 'lithium battery' and even the main line of 'new energy industry chain'.

Then I suggest that we stay at this position and follow the majority of the locked-up capital groups to reduce positions and take profits.

It is more important to control the drawdown of the fund's net value first. "

"Then...Okay!" Seeing Lu Xiangxiang insisting on changing the trading strategy, Yu Xiaolu paused and could only nod in response, and quickly issued instructions to other traders, "Everyone, focus on reducing the mainline liquidity of 'lithium battery' If you have enough money, let’s take on relatively good stocks and try to reduce our fund position from 95% to less than 85% before the market closes today.”

Other traders in the entire trading room heard Yu Xiaolu's instructions.

He quickly tapped his fingers on the computer keyboard in front of him, and used the account he was responsible for trading to quickly reduce his position, stop his profit, and sell the relevant chips.

And when traders, they sell the chips they hold at the market price.

On the two markets, the trend of a number of core stocks in the main line of 'lithium battery' has become even more ugly.

Finally, under the continuous suppression of selling, as well as numerous profit-making orders and recent stop-loss orders, when 3 o'clock in the afternoon came, the two markets closed.

The main line of the 'new energy industry chain', especially the 'lithium battery' sector, has suffered a huge setback.

Its sector index plummeted by more than 5 points, and popular stocks such as 'DoF', 'Tianci Materials', and 'Penghui Energy' even closed at their daily limit.

At the same time, due to the suspension of trading of 'Kewan Real Estate'.

The plunge in the core line of the 'new energy industry chain' has also directly affected the sentiment of the entire market.

As a result, other core main lines of the market have also come out of the adjustment trend. The adjustments of each main line have naturally caused the Shanghai Composite Index, Shenzhen Stock Exchange Index and ChiNext Index to close down across the board during the day. Among them, the Shanghai Composite Index has fallen sharply. 1.5%, falling below the 3500-point mark.

Faced with such a closing situation...

Of course, many investors in the market are quite disappointed.

However, because the funds of 'Financial Street Fuxing Road' were openly sold on a large scale on the Dragon Tiger List as early as a week ago, many trading seats followed suit, and a lot of hot money gathered in the main line of 'Lithium Battery' and retail investors started to lighten their positions early, but most of them escaped today's disaster.

However, it has continued to undertake the main line of 'lithium battery' chips.

Many large financial institutions continue to increase their positions on a large scale in the main line of the 'new energy industry chain'.

This time, instead, they were stunned by the continuous smashing of funds from the Financial Street Fuxing Road group. They became the market investment group that suffered the most losses recently and suffered the most severe retracement of their positions.

And among them...

In the past few trading days, Yang Shengfan, the product manager of the 'New Energy Industry Growth Hybrid Fund' company of 'Noon Capital', which was clamoring on the public social platform, saw the fund's full position of more than 80 billion, and the fund's sharp retracement in recent days. The trend of net worth has completely lost the air that he had when he put down his bold words and said that he would buy as much as he wanted to sell on "Financial Street Fuxing Road". Both the expression on his face and his inner emotions seemed particularly anxious.

Because after his fund position reaches the full position.

He is no longer able to maintain the market trend, let alone dominate the market trend.

"We have been selling for a week continuously. The funds in 'Financial Street Fuxing Road' should have sold out all their chips, right?"

In Yang Shengfan's anxious mood, his brows were also furrowed, and Bao Yongquan, the head of the fund trading team who had been frightened by the financial smash-up of "Financial Street Fuxing Road", said.

However, when he changed his eyes, he moved to the dragon and tiger list of the two cities that had just been refreshed after the market closed.

Seeing the "Lithium Battery" main line field, several core stocks on the list, "Financial Street Fuxing Road" still swept the sales volume, and the total sales amount was still as high as more than 8 million, the whole person was dumbfounded again, a pair of eyes Staring at the computer screen blankly, he didn't come back to his senses for a long time.

(End of this chapter)