Chapter 151 Emotional leveraging in collective bidding

"Do you need to adjust your position?"

Seeing that Su Yu was very optimistic about the future trend of this stock, Li Meng paused and asked.

Su Yu thought for a while and replied: "No need for the time being. Although the basic logic of Huake Financial has been improved to some extent, it remains to be seen how the market will accept it. Moreover... the funds for sealing the check today are , it is obviously a speculative 'insider information' fund, and the interests and motives behind it are still unknown."

"In other words, at this time, the internal chip structure of this check is very unclean."

“If we do not know the other party’s interest demands and motivations, nor how many chips the other party has lurking in, and the one-word daily limit is opened, and we rush for chips at a high position, it is very likely that we will become the other party’s. The person who takes over the deal will face a considerable risk of loss.”

"in my opinion……"

"If the basic logic of this check improves, and subsequent funds from all walks of life participate actively, with high activity and strong continuity, then there will be no shortage of buying opportunities, so there is no need to rush."

"Okay!" Li Meng nodded.

"However, the line of 'Internet finance' is still worthy of constant attention." Su Yu continued with a smile, "If the country adheres to the general policy of 'financial innovation' and 'financial technology' in terms of policy support and industry guidance, Within this main line of logic, a large number of bull stocks will inevitably come out in the future.”

In Su Yu's opinion...

In the current market, the main funds and major institutions' understanding of this main line concept is still in the hazy stage of speculation. We have not yet anticipated the intensity and depth of follow-up macro-policy support for this industry, so there are still some concerns about attacks. hesitantly.

Coupled with this, mobile phones are changing from the era of feature phones to the era of smart phones.

At this point, it's not completely finished.

This has led to the era of 'mobile Internet'. Although it has begun and many people have foreseen it, it has not fully arrived. It is just a sign. Therefore, after the implementation of the two major reform policies of 'financial innovation' and 'financial technology', When 'mobile Internet' is needed to provide the basic soil, the main line of 'Internet finance' can only be a vague and pure concept at present.

Only when smartphones completely replace feature phones will the era of ‘mobile internet’ arrive.

Only the main line of "Internet finance" that is parasitic on the soil of "Internet" will evolve from pure conceptual hype to substantial scale expansion and performance improvement.

Only then...

Only then will the real wave of hype come.

Before that, in the purely conceptual hype stage, even though the money-making effect of the relevant sectors was not lacking, it was difficult to have a sustainable market. Most of the time, there was a wave of speculation when the good news passed, and then when the good news passed, the stock price was like ebbing. With the withdrawal of various funds, it gradually fell back to its original point.

That's why Su Yu said that at this stage, you can't focus on the good news.

Let alone blindly chase higher prices.

"Yes." Li Meng nodded, "In the past two months or so, some of the most active funds in the market have been working around the 'Internet Finance' sector. I believe that the market conditions of this sector have continued for such a long time. There should be no investors who dare to look down upon it now, right?"

Before, she had some doubts about the market continuity of this sector.

But...in the end, the market trend proved that Su Yu's judgment was correct, and her worries were unnecessary.

While the two were negotiating...

Huake Financial's market attention began to skyrocket, and relevant topic discussion posts on major financial and stock online forums were also refreshed rapidly.

"I asked why Hua Ke Financial suddenly left so strongly today. It turns out..."

"What the heck, as expected, there is always a shortage of foresighted insider funds in the market. Damn it, big orders are blocking roads and driving prices up rapidly. It's like living alone!"

"Indeed, the food looks too ugly."

"Why doesn't the China Securities Regulatory Commission investigate? In today's situation like Hua Ke Financial, if there is no insider trading, you won't even believe it."

"Haha...check? In the market, there are not hundreds but dozens of cases of this kind of situation. How to check? Moreover, the current market trading situation is already sluggish. The regulatory policy should be loose rather than tight. The only way is Say...this is the characteristic of our A-shares!"

"Indeed, news leaks have become commonplace."

"Although today's main seal of funds relies on the advantage of information channels, it looks ugly, but to be honest, based on the information released by Huake Financial tonight, tomorrow's check will have to hit the daily limit, right?"

"Needless to say, it will definitely hit the daily limit."

"It's a pity. I originally had the opportunity to participate today, but I didn't expect that in the blink of an eye, it would reach the limit and I couldn't buy it."

“I don’t know how many boards there will be and whether I can participate in the future.”

"High-sending transfers are not currently a core hot spot in the market. Looking at the stocks that announced high-sending transfers in the semi-annual report, there are only two boards at most. The main capital relay sentiment is not high, so... I guess this check has already been passed today. In the case of a daily limit, the premium is only 1.5 boards at most.”

"The premium of 1.5 boards shouldn't be high, right? This check also has the logical expectation that Shanghai Steel Federation will follow Feng Longer."

"If two one-word boards can be opened in the future, the cost performance and game space of participation should be high. My expectation is three one-word boards. If there are more than three, then you can only choose to give up the check. .”

"The funds that were sealed today are too greedy. I think the subsequent relay of this check will not be good."

"I also think that after all, I don't have the funds, and I am willing to work together with such funds that like to eat alone to make a plan. Two boards... should be the best."

"Yes, I also think that the continuity of this check will not be good. Most of them will be used to trick people."

"Forget it, this fund is all alone, there is no pattern, and I will not participate in the future. They are both in the 'Internet Finance' concept sector. When encountering such main funds, it is better to buy the leading ticket of Shanghai Steel Union."

Among the discussions among many retail investors, at this moment, in the main hot money group where Su Yu is...

Dear bosses, your attitude towards this check is not optimistic.

"As expected, funds are lurking, using information channels to make profits before good news is released."

"I pulled it so urgently and simply during the day, I knew it must be beneficial. Alas...it's the same old routine, and I haven't changed it for so many years."

"Since the latent market is moving, we have to take a low-key look at the subsequent market price of this check."

"Indeed, I don't know how many chips this guy has lurked inside. If he rushed in rashly, he might just become the recipient of the other party's shipment."

"The key is that this check does not have a dragon or tiger list today. I have no idea about the nature of the funds of this main force in the field."

"Indeed, I originally thought that this check was highly transferable, superimposed with the core concept of 'Internet Finance', and had good basic logic. Now that I have carefully reviewed it, I was shocked to realize that the funds involved in it in advance... may not be simple."

"In situations like this, it usually happens in one wave!"

"Usually yes, but the specific direction and continuity still depend on the combined strength of the market. In fact...ignore the nature of this latent capital, and just focus on the good news from its stock highs, performance growth expectations, and 'embracing finance' Technology', and the fundamental information of "Internet Finance" is still very good. If in the subsequent trend, the chip structure of this check can be fully adjusted by changing hands, and the equity is fully activated, its continued speculation logic , it is still much better than Tianyu Information, Hengsheng Electronics, Great Wisdom, Yinjie Shares, etc., which are already in high positions. In other words... this check is not completely without hype value. "

"There is the basic logic and value of speculation, but I'm afraid that the market's following sentiment will not be too high until your various assumptions are realized."

"There is an obvious risk of being smashed for tickets like relays."

"Moreover, the impact of this kind of benefit is usually relatively short-lived. I am not optimistic about it. If we really want to relay it, we might as well relay it to the Shanghai Steel Federation."

"I think the potential of this check is no less than that of Shanghai Steel Union, but before it can be launched, it needs to go through a very large shock adjustment and completely change the chip structure on the market. Otherwise, there will be a large number of latent orders and If you are stuck in it, you will not be able to achieve a sustained rise."

"Well, indeed, the equity of this check must be activated."

"Let's wait and see first to see if we can come out. If we can come out, it won't be too late to participate."

Amid the divergence of emotions, the next day, Friday, July 26, Hua Ke Financial still opened the daily limit higher, which was completely limitless. On the contrary, it was the Shanghai Steel Union, and the divergence reappeared.

But whether it is Huake Financial or Shanghai Steel Federation...

Su Yudu just watched quietly, without moving the chips he held.

Finally, after a violent shock, at 1:36 p.m., Shanghai Steel Union once again closed the daily limit, and the stock price was fixed at 38.37 yuan, achieving a three-game streak; while Huake Financial continued to shrink, with only a few million transactions throughout the day.

Then, it closes at 3 p.m.

After yesterday's adjustment, the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index closed positive again today, continuing the rebound trend. However, the core concept sectors of the two cities have experienced mixed gains and losses. Driven by the daily limit of Hehuake Jincai, it continued to close positive, while the 'mobile phone industry chain' stocks, as well as the 'mobile game' sector, began to show a trend of high adjustment and fell against the trend.

In addition to the core concept section...

The so-called "Shanghai Free Trade Zone" stocks heavily held by the "Yuhang No. 1" fund still seriously underperformed the market and showed no performance.

The trend of the liquor sector, which is heavily held by Jingda Investment's main fund, has also returned to before July 15, with funds gradually flowing out and trading volume continuing to decline.

all in all.

The two market conditions of ice and fire have not changed, and it is still a game of stocks.

After the market closed, at 5:30 pm, Shanghai Steel Union and Huake Financial were on the Dragon and Tiger list.

I saw that the dragon and tiger list of Huake Financial was sparse and ordinary. Except for buying one, which was a small hot money from the Shenzhen market that had appeared on the dragon and tiger list, the other nine trading seats were all retail investors.

On the other hand, the Dragon and Tiger List of Shanghai Steel Federation is much more luxurious.

On the buying list, Jiefang South Road once again added more than 15 million yuan, and at the same time, Shanghai Hongqiao Road also bought more than 12 million yuan. The other buy three, buy four, and buy five seats basically often appear on the dragon and tiger list. On the sales list, hot money from the Yu-Hang Group occupies three seats. They are all members of Su Yu's group. They had previously participated in the Shanghai Steel Federation's speculation of "Shanghai First Series" hot money, occupying two seats. .

As for Su Yu's Fortune Road seat and Sun Yu's Qingchun Road seat, they no longer appear on the Dragon and Tiger list.

Obviously, it is locked.

Seeing the data on the Dragon and Tiger List of Shanghai Steel Federation, especially when I saw Jiefang South Road not only failing to cut profits after making at least 20% of profits, but continuing to increase positions at high levels, I couldn't help but frown slightly and thought to myself: "Could it be that Mr. Xu Captain, are you really here for the main line of the 'Shanghai Free Trade Zone'?"

"But that's not right either..."

Su Yu thought for a while and then said: "If Mr. Xu is really here for the 'Shanghai Free Trade Zone', with the amount of funds he controls, places like Waigaoqiao, Lujiazui, and Shanghai Materials Trade , Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment...it is impossible for these stocks to have no movement at all."

"Is it really just a simple emotional relay?"

"The increase in position of 15 million yuan is not too much, not too much..."

After thinking for a while, Su Yu opened Lin Antu's chat box and asked him about the results of intelligence collection related to 'Zexi Investment'.

"Mr. Su, according to the information I heard, there is nothing unusual inside 'Zexi Investment'." Lin Antu said, "I tried my best to find out only a small part of the specific position data, I will send it to you right away. .”

After speaking, Lin Antu sent an email to Su Yu.

Su Yu opened the email and looked at it. He didn't see the shadow of Waigaoqiao, Lujiazui, Shanghai Materials Trading, Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment... these stocks, or even the other party's ideas, most of them were in restructuring stocks. It had nothing to do with the direction he was worried about, and he couldn't help but secretly thought: "It seems... Jiefang South Road's intervention in the Shanghai Steel Federation's check is indeed just short-term speculation and an emotional relay."

Waigaoqiao, Lujiazui, Shanghai Materials Trading, Shanghai-Hong Kong Group, Pudong Jinqiao, Jinjiang Investment... There are no obvious traces of financial attacks on these tickets. Coupled with some data intelligence given by Lin Antu, at this moment, Su Yu pondered After a while, I could only think so.

After roughly determining the other party's motives...

After two days of rest, the stock market reopened for trading on Monday, July 29.

Su Yu decided to adjust his strategy.

I saw...

At 9:15, Shanghai Steel Union and Huake Financial once again bid for the daily limit, with their stock prices reported at 42.21 yuan and 34.80 yuan respectively. Among them, Shanghai Steel Union closed 2,000 lots at the daily limit and Huake Financial closed 46,000 lots.

At 9:16, the daily limit of Shanghai Steel Union was opened, and the 2,000-lot daily limit order disappeared. The stock price fell to 40.29 yuan, an increase of 5.11%, and 372 call auction orders were matched; Huake Financial still maintained at 46,000 lots. , but at the upper limit price, the number of auction orders for matching transactions has increased from the initial 102 lots to 675 lots, and the selling volume has a tendency to significantly increase.

At 9:17, the stock price of Shanghai Steel Union continued to fall to the 40 yuan mark, with an increase of less than 5%; while Huake Financial's increase in orders declined to 42,000 lots, and the call auction orders that led to the transaction also increased from more than 600 Lots surged to more than 1,200 lots, continuing to increase volume.

At 9:18, Su Yu saw that the call auction volume of the two stocks was still expanding, and the stock price of Shanghai Steel Union was still falling. He knew that the emotional divergence in the market had begun to intensify at the high level of the stock price. If the profit margin is not cleared, it may be difficult to continue going up.

But even though he could clearly see the board, he didn't take any action for a while. He still held the mouse and waited patiently.

And as he guessed...

At 9:19, the stock price of Shanghai Steel Union fell back to around 39.70, up 3.37%; Hua Ke Financial increased by 10%, the closing order weakened to 37,000 lots, and the number of call auction orders that led to transactions exceeded 2,000 lots.

At 9:20, the time entered the call auction stage where orders cannot be cancelled.

The stock price of Shanghai Steel Union fell back to around 39.55 again, up 3.07%; Hua Ke Financial still sealed the daily limit, but the order closure further weakened to 33,000 lots, and there was basically no cancellation of sell orders. Within half a minute, the price went from 2,000 to 33,000 lots. Near the hand, the number surged to more than 3,200 hands.

9:21, 9:22, 9:23...

As the call auction time progresses, the discrepancies between the two stocks become wider and wider.

Finally, when the time entered the last ten seconds of 9:24, the stock price of Shanghai Steel Union stabilized at 39.32 yuan, an increase of about 2.56%. When the long and short forces temporarily reached a balance, he started to act. I saw him. Directly use the remaining available funds in the fund account to buy Shanghai Steel Union at the daily limit price of 42.21 yuan, which will directly increase its stock price.

More than 8 million yuan of funds were poured into the market.

In just an instant, the stock price of Shanghai Steel Union was pulled back to above 40 yuan.

Immediately afterwards, at 9:25, the stock price of Shanghai Steel Union was finally fixed at 40.29 yuan, an increase of 5%; as for the market of Huake Financial, at the moment when the collective bidding trend of Shanghai Steel Union finally reversed, the market sentiment It has also picked up a little, with the daily limit and closed orders increasing from a minimum of 24,000 lots to 26,000 lots.

Later, when Su Yu used more than 8 million in funds, he succeeded in leveraging emotions at the last moment.

There are many investors and major funds from all parties who are paying attention to these two stocks.

I thought that after Shanghai Steel Union successfully reached the 40 yuan mark, it could continue to create legends; I thought that Huake Financial could at least survive today's straight-line market.

At 9:30, the market prices of the two cities, which had briefly stagnated, began to beat again.

After five minutes of emotional fermentation, a large number of funds that followed the trend gathered together again, chasing and competing for the chips of Shanghai Steel Union and Huake Financial.

Su Yu did not hesitate...

All 8,000 lots of Huake Jincai chips in his personal account were sold at the price limit of 34.80 yuan; a huge amount of Shanghai Steel Union chips in the fund account were sold directly at the market price, with a total of 10,000 lots. list.

When he smashed out his huge amount of chips.

Huake Financial's daily limit lasted less than 15 seconds before it was smashed open. The stock price plummeted and plunged wildly.

As for Shanghai Steel Union, the buying orders that poured in instantly were all consumed in an instant by tens of thousands of large sell orders. Its stock price shrank back to below 40 yuan in a flash, and in less than half a minute, it was gone. The stock price fell to the lowest point during the call auction stage, and the sentiment on the market fell directly from the high enthusiasm at the opening to the bottom.

One minute later...

At 9:31, Huake Financial's share price flashed to a 4% increase, while Shanghai Steel Union's share price fell below the flat plate and went straight underwater. Profit orders emerged one after another. Yesterday's daily limit relay, and today's opening All the funds involved in the relay suddenly fell into losses...

And Su Yu...

After using more than 8 million funds to leverage sentiment, at the highest point of the stock price and sentiment of the two stocks, he sold a total of almost 68 million chips high, thus maximizing profits.

As for the high selling, after some funds were withdrawn.

What remains is to use extreme shocks to wash away all the unstable chips in the market as the time for the main market in the "Shanghai Free Trade Zone" approaches, and before the real main rising market begins.