Rebirth of the Capital Legend

Chapter 226 Withdrawal of 58 billion in cash!
"Holy shit, isn't it? Are you still selling the 'Financial Street Fuxing Road' stock?"

Bao Yongquan felt numb when he saw the Dragon and Tiger List data disclosed by stocks such as 'Dofluoro', 'Tianci Materials', and 'Penghui Energy'.

He couldn't figure it out.

Why does the capital of 'Financial Street Fuxing Road' have such a huge amount of chips in its hands.

As far as he could see, for about a week in a row, the 'Financial Street Fuxing Road' fund had sold off more than 25 billion chips on the market, crashing the entire 'lithium battery' mainline sector. .

As he exclaimed...

Yang Shengfan's eyes also fell on the disclosed dragon and tiger ranking data of the two cities, and the look in his eyes was also full of disbelief.

"How is this possible?" Yang Shengfan frowned and said, "How could the funds in 'Financial Street Fuxing Road' have so many chips? Damn... almost 30 billion worth of chips have been thrown away. , Selling every day, constantly pushing the market to sell... It’s simply unbearable.”

"The latent power of this capital is too scary, isn't it?" Bao Yongquan couldn't help but sigh.

"Alas..." Yang Shengfan sighed heavily and said, "Our fund's position has been rising faster during this period. Now, it is really quite passive."

Yang Shengfan thought carefully for a moment and said helplessly: "We have no control over emotional things, but since there is no problem with the fundamental logic of the core line of 'lithium battery', and the prices of 'lithium carbonate' and 'lithium hexafluorophosphate', It still remains at a high level of more than 10, and has a further upward trend. At the same time, the market demand for 'new energy passenger vehicles' is also continuing to rise, so... we can only continue to hold the chips and wait. The market situation is gradually coming out of adjustment and ushering in a new upward trend.”

At the same time, as more and more major funds follow the trend and sell.

There is also the current situation where the trend of the market is not clear, the market volume has been unable to break through, and the index also has a huge risk of correction.

There are no major changes in the fundamentals of the entire industry and the company.

"Let's see." Yang Shengfan continued to ponder for a while, but in the end he still couldn't make up his mind to follow the trend and reduce his position. "Following emotions and ignoring fundamental logic is contrary to our investment strategy. I think... ...We still cannot be led away by market sentiment. As long as the logic and expectations for building a position have not changed when building a position, the violent fluctuations in stock prices caused by emotional fluctuations can only be temporarily ignored. We are not Hot money in the market cannot be swayed by emotions. It is better to maintain sufficient medium and long-term thinking and think from fundamental logic.

Moreover, because the intervention costs of their funds are already relatively high, following the trend and reducing positions at this time, even though it can reduce possible subsequent retracement losses and reduce losses, it will also increase the cost of holding positions.

Yang Shengfan paused and said: "An excellent fund product does not just compare the performance of a few months or quarters, but the long-term performance. I believe that as long as we follow the established strategy and our own If we work hard on our trading ideas and market making ideas, our fund product will definitely be recognized by the majority of investors in the future.”

In case, the funds of 'Financial Street Fuxing Road' have now been completely reduced.

Yang Shengfan thought for a while and said: "Do you think the adjustment risk of the market will be very severe? After the previous two rounds of stock market crash adjustments, now, there is a 'national team' with a holding scale of over one trillion in the market as a market balancer. Even though recently During this period, the market capital situation was somewhat poor, and the index faced huge pressure during its upward breakthrough. However, the probability of a 'stock market crash' like the previous situation was still extremely small.

He really couldn't convince himself to reduce his position on a large scale.

If our fund fails to achieve the previously set performance and is not ranked well within the company or in the industry, it may not be conducive to the growth of the scale next year. "

The negative market situation caused by the continuous market crash on Fuxing Road, Financial Street, has come to fruition. Has the emotional feedback been fully reflected?
So, they follow the trend and reduce their positions at this time.

"Then what should we do now?" Bao Yongquan asked, "The funds from 'Financial Street Fuxing Road' continue to reduce positions and stop profits. It's really scary. We have no idea what this guy has in his hands." How much chips do you have? And based on the influence of this capital on market sentiment, even if there is no problem with the fundamental logic of the core line of 'lithium batteries', it is difficult for the short-term market trend to improve without financial assistance. !”

"But what about the adjustment risk of the market?" Bao Yongquan said, "Don't we consider this aspect?"

"But our fund position is now on the main line of 'lithium battery', which can be said to be quite heavy." Bao Yongquan said, "If we just hold the full position without making adjustments, as the funds from 'Financial Street Fuxing Road' continue to Reduce positions and stop profits, as the core sentiment of 'lithium battery' further collapses.

Yang Shengfan knew that what Bao Yongquan said was right, but now...

It is very likely that you will lose your chips and become one of the bulls who are lured into the sky and killed.

Facing the core main line of 'lithium battery' that has violently corrected by almost 20%, as well as its related core weight stocks.

This is about to be the performance evaluation and fund ranking at the end of the year.

The net value retracement of our fund products may be very serious.

As for the fund performance evaluation at the end of the year..."

Under the expectation that funds will be tight at the end of the year, I feel...

Even if the index adjusts downward, the 3300% range will be the extreme position if it is adjusted to near the 10 point position below.

And we mainly focus on the main line area of ​​'new energy industry chain'.

Judging from the market trend, it has been adjusted ahead of the market index.

Today, the index is still hovering around 3500 points, but the main line area of ​​'new energy industry chain', especially the 'lithium battery' main line sector, and the corresponding core stocks have basically completed an adjustment of about 20% from the historical high.

under this adjustment range.

The fundamentals of the entire industry continue to improve, and the corresponding market demand continues to explode.

I feel that even if it is suppressed by short-term sentiment, there is not much room for downward adjustment.

Let’s talk about the capital of ‘Financial Street Fuxing Road’…

This fund is indeed unethical in its continuous operation of smashing the market and taking profits, but this guy has sold up to 30 billion during this period.

As a hot money player in the market, I don't believe that the amount of funds in his hands can reach tens of billions. Therefore, on the whole, the impact of the continued selling of funds on 'Financial Street Fuxing Road' on the market trend should be nearing its end.

As for these retail investors and institutional groups who follow the trend of selling.

Without the capital of 'Financial Street Fuxing Road' as a market leader, the desire to sell will definitely gradually decrease.

What's more, as the market demand for "new energy passenger vehicles" continues to surge, it is foreseeable that its market sales will continue to explode during the end of the year.

Many smart funds will still come in to get chips and continue to be long on the market.

Taken together... I feel that at this position, even though our fund's overall holdings are relatively passive, we still don't need to be too pessimistic about the trend of the main line market of 'lithium batteries' and even the 'new energy industry chain'. "

"Okay." After listening to Yang Shengfan's analysis, Bao Yongquan nodded and stopped persuading.

In fact, he was hesitant in his heart as to whether to follow the trend and reduce his position.

Just when the two of them were shocked by the recently disclosed data of the Dragon and Tiger List, they comprehensively analyzed the impact of the "Financial Street Fuxing Road" capital's continued large-scale reduction of positions on the main line of "lithium battery" market, and further discussed and formulated the plan. When making subsequent trading plans.

There are many other institutions that have positions in the main line of 'new energy'.

There are also many hot money and retail investors who are paying attention to the data of the Dragon and Tiger List and the financial motivation of 'Financial Street Fuxing Road'. They are also shocked at this moment. At the same time, the discussion is also extremely heated.

Among them, Su Yi is in the main hot money group of the 'Modu Super Short Gang'.

After reading the data of several listed stocks in the main field of 'lithium battery', Xu Qiao speculated in the group: "For more than a week in a row, Brother Su has only been on the disclosed dragon and tiger list. We have already reduced our positions and taken profits with more than 20 billion in capital. Now... it should be at the end, right?”

"Didn't Brother Su say before that his position in 'Kewan Real Estate' only accounts for about 40% of the total position?" Lao Zhang heard Xu Qiao's words and responded, "According to Brother Su, if he has the remaining 60 % position, if we look at the main lines of 'lithium batteries' and 'new energy', the scale is probably between 45 billion and 50 billion. The reduction in positions on the list is more than 20 billion, and the actual reduction may be around to billion. It really should be the end.”

"Lao Zhang, is your algorithm...scientific?" Lao Wu said, "Does Brother Su have such a large amount of financial chips in his hands?"

Lao Zhang said: "According to the disclosed data of the Dragon and Tiger List, as well as the previous data of the Su brothers reducing their positions through the bulk trading channel, they are basically the same."

"Brother Su is really awesome!" Brother Chen couldn't help but sigh, "Remember a few months ago, Brother Su's capital size should not exceed 10 billion, right? Now it is almost approaching billion, which is really amazing."

Xu Qiao also said: "According to Brother Su's wealth appreciation rate, if you give him another one or two years, the amount of funds in his hands will not be close to that of the richest man, right?"

"The larger the amount of funds, the more difficult it is to grow." Brother Chen said, "Do you think Brother Su can still speculate on monster stocks now? With such a large amount of funds, there are very few investment targets. With his ability, now Now we can only make mainline investments and make mid- and long-term plans.”

"That's true." Old Wu nodded and responded.

Lao Zhang chuckled and said: "I used to think that Brother Su's trading ability was unrivaled in the world in terms of his short-term thinking and his ability to build monster stocks. Now... after seeing his huge hand in and out, I realized that he was in the middle. The long-term investment ideas are also so good when it comes to main-line investments.”

"This can no longer be described as a comparison." Xu Qiao said, "It is simply a way to reach the top."

"This round, the major institutional groups heavily invested in the 'lithium battery' main line have been fully harvested by the Su brothers." Lao Wu said, "Now the entire 'lithium battery' main line sentiment has completely collapsed. The situation is over, and there is no limit to following the trend.”

"Hey, these institutions have been harvested... I am very happy to see it." Xu Qiao said, "Who knows, these guys often rely on their financial advantages to control the market."

Brother Chen paused and then said: "Brother Su has reduced his position so much. I feel that he is not optimistic about the market trend in the short term!"

"Well, I feel the same way." Lao Wu nodded in response.

Lao Zhang said: "Anyway, I will follow Brother Su's idea. He will reduce his position on a large scale, so I will stop profit and clear the position and wait. Moreover, looking at the trend of the market, it does seem to be shaky."

"There shouldn't be another round of 'stock market crash'-type adjustments, right?" Xu Qiao said, "But, Brother Su is reducing his positions like this... It's always right to be cautious. Unfortunately, almost half of my positions are locked up. The stock 'Kewan Real Estate' is in it and I can't move it even if I want to."

"The check for 'Kewan Real Estate'... probably won't be re-listed in the short term, right?" Lao Wu said.

Xu Qiao responded: "Listening to market news, it seems that the management of 'Kewan Real Estate' is going to bring in the 'Shenzhen Metro' Group to inject assets and dilute the relevant shares in the hands of the 'Baoneng Group'. There will definitely be no resumption of trading in the short term." I hope, this round of 'Baoneng Series' really fell into the trap, I bought so many chips, but I still haven't played with the management of 'Kewan Real Estate'."

"It can't be said that we have fallen into a trap." Brother Chen said, "House prices in Shanghai have started to skyrocket recently, and the fundamentals of the real estate industry seem to have really reversed. From the fundamentals, 'Kewan Real Estate' This stock is still relatively undervalued. Coupled with the reversal of the fundamentals of the real estate industry, the increased performance expectations due to the arrival of spring in the property market, and the situation of asset injection, the stock price of "Kewan Real Estate" will definitely rise sharply after the resumption of trading in the future. From this aspect... Although the 'Baoneng Department' has not obtained control of the 'Kewan Real Estate' Group, its investment will definitely make a lot of money. It is foreseeable that large-scale profits will be eliminated in the future. Therefore, Brother Su said before that 'Baoneng Group' The purpose of "Neng Xie" is most likely to use public opinion to hype the stock price of "Kewan Real Estate", so that the value of his shares will increase rapidly, and it is entirely possible to make profits through the skyrocketing stock price. "

"I hope so." Xu Qiao said, "I bet 5000 million on this check."

As the news in the group was refreshed rapidly, several hot money tycoons in the group discussed the data of the Dragon and Tiger List, the size of Su Yi's positions, and his motivation for trading.

Su Yi looked at the total 58 billion funds that had been withdrawn from his account with a smile on his face.

After a week or so of continuous large-scale selling.

The position in his hand has been reduced to less than 10%. There are still more than 5 million position chips in total, and the reduction has not been completed.

And according to the current market liquidity.

Even as he continues to reduce his positions, more and more funds are following the trend and selling.

But he estimated that the last more than 5 million chips should be completely sold in one or two trading days, allowing him to complete the liquidation trading strategy before the "stock market crash 3.0" time comes.

(End of this chapter)