Chapter 35 Ignition Concept Stocks

"I'm not interested in luxury cars."

Su Yu replied, and then said: "However, since I have chosen to take your order, I will definitely do my best in terms of profit."

"Then please leave it to Brother Su." Yang Hao responded.

Su Yu glanced at the message and felt that there was no need to continue talking nonsense with him, so he did not continue to reply.

Then, lunch time arrived.

Su Yu took a look at the closing results of Wangsu Technology and Huaqingbao. He saw that both stocks were in a boring shock stage. He felt that there was no need to review the market, so he got up and went out to a restaurant near the community. After lunch, we just turned back.

When he returned to the computer again, the time had reached 12:35.

Su Yu browsed through the market's midday announcements. He thought there wouldn't be any surprises before this holiday, but he didn't expect that the winning bid announcement of a stock called 'Tianyu Information' suddenly aroused his great concern. His great interest and attention allowed him to smell an unusual opportunity.

This is a small-cap stock with a total share capital of only 100 million and only 20 million shares in circulation.

Affiliated to the GEM, it has a market capitalization of 2.583 billion. Its main business is the sales of electronic payment smart cards. It can be regarded as a leading enterprise in domestic mobile payment concepts and smart city concepts.

One year ago...

This stock was speculated by hot money when the concepts of mobile payment and smart cities were hot, but it later calmed down and has been in shock for less than half a year.

Announced at noon today, the company said it had won the bid for China Mobile's wireless city projects in eight provinces and cities.

As the main platform provider and operator of China Mobile's "Wireless City" project, the company's nfc-SWP cards already account for about 40% of the market share.

Su Yu thought about the advent of the '4G era' and 'mobile payment' era.

Whether it is the banking industry's conversion from magnetic stripe cards to chip cards in the past, or the wave of 4G card replacement by mobile operators, this company will benefit significantly.

Winning the bid for China Mobile's wireless city projects in eight provinces and cities is not surprising at all.

However, upon careful analysis, we can find that this company's announcement has a huge impact on its fundamentals and future performance expectations.

It demonstrates the company's competitive advantage in the field of electronic payment smart cards.

It also shows that by holding on to the thick leg of Huaguo Mobile, it can fully enjoy the dividends from changes in the fundamentals of the industry.

Smart terminals and mobile Internet are still exploding rapidly, and the future prospects are extremely broad.

Su Yu believes that the hype around mobile payment concepts and smart city concepts will continue to blow up one after another, and he is not afraid of running out of funds to follow suit.

"This is a perfect target to take on market hot spots at this time!"

Su Yu analyzed it carefully for a while, clicked on his time-sharing trading board, and sighed secretly.

He believes that this check is worth participating in, and with the help of the positive news from the announcement, there is a high probability that he will be able to make a substantial profit in the short term.

At 1 p.m., the two cities reopened for trading.

Su Yu knew that the market adjustments of Wangsu Technology and Hua Qingbao would take time to digest, so he did not pay too much attention and kept his eyes firmly on the stock 'Tianyu Information'.

I saw... the positive impact of the midday announcement.

The moment Tianyu Information opened at 1 o'clock, the stock price skyrocketed. From the flat price of 25.83 yuan, it rose by more than 3% in an instant, and the stock price rushed to more than 26.60 yuan.

"The trading volume has not increased, and there are no active large funds rushing to raise funds." Su Yu stared at the specific number of transaction orders during the minute when Tianyu Information's stock price rose linearly, and said secretly, "It seems that the announcement was made at noon. The influence and information fermentation time are still too short, and the market has not reacted. In this case... let me light a fire!"

The funds he can currently operate in his hands, excluding the position of Wangsu Technology, are 7 million.

For a stock like Ignite ‘Tianyu Information’ with a circulation of 530 million yuan and a normal transaction volume of only more than 20 million yuan, it is enough.

When there is a shortage of hot spots in the market, as long as a new hot spot with strong logic emerges.

Then, it can attract a large number of short-term active funds in the market to follow suit in an instant.

Moreover, for short-term speculation, when market concept hot spots are out of stock, it is actually the time when the market switches between high and low and new leading stocks are born.

Thinking about this...

Su Yu logged into Yang Hao's stock trading account without hesitation and divided the 7 million yuan into two parts. One of the funds, 3.5 million yuan, was placed by him at the daily limit price of 28.41 yuan, sweeping the selling orders in front of Tianyu Information. .

3.5 million funds, more than 1,200 lots.

In an instant, almost 40 positions of selling orders in front of Tianyu Information were swept away, pushing the stock price to an increase of more than 5%.

At the same time, Tianyu Information also appeared at the top of the list of real-time gains in the two cities.

After placing the first order, Su Yu paused for a moment and observed the influx of short-term funds following the trend after Tianyu Information appeared at the top of the list of real-time gains in the two cities, as well as the continued selling pressure on the market.

I saw...

After his large orders with thousands of hands pulled up the market strongly, Tianyu Information market attention skyrocketed.

Funds following the trend began to pour in rapidly, but the selling pressure on the market began to weaken due to the substantial benefit of the midday announcement and the rapid increase in stock prices.

It was as if the retail investors in the market suddenly became more reluctant to sell.

"There's something going on!" Su Yu was excited.

The remaining 3.5 million in the account was instantly purchased by him at the daily limit price, further gaining chips and rapidly raising the share price of Tianyu Information.

6%, 7%, 8%…

With Su Yu's big singles, short-term funds to follow the trend became more turbulent.

As a result, Tianyu Information's stock price climbed directly to more than 8% within 30 seconds, approaching the daily limit.

Later, faced with the reluctance to sell chips on the market, more and more people began to notice the huge opportunities contained in this stock under the stimulation of good news.

Tianyu Information began to receive more and more buying orders, and more and more funds were competing for chips.

Su Yu knew that Tianyu Information's stock price had reached this point, and it had completely broken out. The limit should be within a minute or two.

Therefore, without any hesitation, he placed an order to ship at the lower limit price.

He quickly sold out the other three accounts, held his position in Wangsu Technology, and bought Tianyu Information backhand.

After he just finished the operation...

1:07.

Tianyu Information was near the 8% increase. After a short stay, a large order of 10,000 lots was hit directly to the daily limit.

At 1:08, Tianyu Information closed the daily limit cleanly and the stock price was fixed at 28.41 yuan. The order limit increased rapidly from 20,000 lots to more than 50,000 lots in one minute.

Moreover, at the moment when Tianyu Information reached its daily limit...

Related concept stocks such as Blue Sky Information, Hailian Jinhui, Zhengtong Electronics, Hengbao Technology, etc. also rose. Among them, Zhengtong Electronics instantly rose by more than 5%, and Blue Sky Information rose by more than 3%.

After that, funds that could not buy Tianyu Information began to overflow significantly into concept stocks in the same sector.

Whether it is the concept of mobile payment or the concept of smart cities, nearly 20 stocks have attracted the attention of funds.

After 1:30, the announcement about Tianyu Information was positive and was further interpreted by the market. Its related mobile payment concepts and smart city concepts once again topped the list of gains in the concept sectors of the two cities, attracting more and more market investments. Investors pay attention and follow the trend to buy.

As the hot spots ferment...

After 2 o'clock, the hot spots driven by Tianyu Information began to spread to "mobile Internet finance".

Two typical Internet financial stocks, Tonghuashun and Oriental Fortune, as well as Jinzheng Stock, Yinjie Stock, Hengsheng Electronics, etc. appeared on the stage.

At this point, the drowsy trading landscape of the two cities has completely changed.

Hot spots emerged throughout the market, and various short-term speculation funds that had been silent in early trading began to attack everywhere with the concept of Tianyu Information as the core.

Of course, Tianyu Information is bringing good news and driving the market trend to turn, and a new concept leader is born.

The short-term funds gathered in leading high-level concept stocks such as Wangsu Technology and Huaqingbao, which had been speculated in the early stage, began to ebb rapidly and poured into new low-level concept stocks.

Last half hour of trading time…

The concept of mobile payment, the concept of smart city, and the concept of mobile Internet finance exploded in full force, leading the market to rise sharply. In the end, the three major indexes all closed at an increase of more than 1%, among which the growth rate of the GEM index was close to 2%, successfully standing on the top 900 points, setting a new rebound high.

Among the hot concepts that have exploded across the board, there are more than 5 concept stocks with daily limit.

As for Su Yu's early holdings of Wangsu Technology and Huaqingbao, the trend of these two checks today significantly underperformed the broader market index.

Among them, Internet Speed ​​Technology fluctuated violently and ended in the red, rising slightly by 0.35%, with its stock price at 39.08 yuan; Huaqingbao opened higher and moved lower throughout the day, falling more than 2 points to close at 15.87 yuan.

Trading all day...

Su Yu's personal account achieved an overall profit of around 1.7% through stock swaps, underperforming the market. The profits of the two trading accounts, Liu Tianshui and Mr. Wang, were similar to those of his personal account, and both underperformed the market.

As for Yang Hao's account, due to the Ignition Tianyu Information, the profit margin is relatively large, and the overall profit in a single day is around 4.6%.

With a total of four accounts, he bought Tianyu Information for a total of more than 12 million. He can be regarded as the absolute main force participating in the Tianyu Information stock speculation today.

However, the four accounts belong to two brokerage business departments.

Therefore...the seats related to the sales department that he operates may not necessarily appear on Tianyu Information's dragon and tiger list today.

However, it was beyond his expectation.

When 5:30 p.m. arrived, the new Dragon and Tiger list was announced. As a stock on the list, in the trading seat of Tianyu Information, Yang Hao’s trading account was located in the business department, which is the Yuhang Fortune Road Business Department of Huashang Securities. As well as the business department where his personal account is located, that is, the Huaxin Securities Yuhang Fusheng Road Sales Department, are all on the list, ranking among the buy three and buy five.