Chapter 62: Scrambling for Funds

In the second half of the year, with the release of Apple's new products and the development of terminal electronic equipment, the 'wearable device' market has begun to enter an explosive period. These stocks that have entered Apple's supply chain still have extremely high expectations for performance explosions and foreground space.

Moreover, these concept stocks have been in the doldrums for a long time after the early hype.

It can be said that the adjustment has been sufficient.

If the main funds in the market choose to use this sector and related concept stocks as the direction of breakthrough in the next index adjustment, Su Yu feels that there is still a lot to be done.

After all, after the products of 'Apple 4' and 'Apple 4S' became gods, the entire global market has very high sales expectations for Apple's new products. In addition, the current market is already at a stage where smartphones are completely replacing feature phones. In the innovation window, there is a lot of potential for market growth.

Also, this sector and its related concepts have experienced several rounds of market hype before.

Market investors have very deep memories of this.

As long as the main funds attack this main line of the concept at the critical moment and quickly bring out the money-making effect, other following funds and short-term investors in the market will naturally quickly intervene.

And, there is another extremely important point.

That is, the stocks on this main concept line are not all distributed on the GEM. There are also several stocks on the Small and Medium-sized Board and the Shanghai Stock Exchange Main Board.

This shows that when this concept broke out.

The trends of the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index will not be as separated as before.

Therefore, in summary, Su Yu believes that the concept of "Apple Industry Chain" is currently the main line of speculation that is most suitable for leading the index to break through.

Of course, among so many concept stocks, which one will be the leader in leading the sector to break through.

Su Yu was not sure, he had to observe and observe again.

In his detailed review and speculation, the next day, May 15, arrived, and the stock market opened in a calm situation at home and abroad.

Due to the failure of the ChiNext Index to break through 1,000 points yesterday, it was emotionally affected by the rise and fall.

Today's three major indexes all opened slightly lower.

Among them, the GEM index opened lower to around 0.5%. Yesterday's popular concepts of "mobile games" and "film and television media" opened sharply lower, and the mood of capital speculation was sluggish.

Su Yu paid attention to Hua Qingbao's opening status.

I saw that this check directly opened at a drop of nearly 6% with heavy volume, and fell into a tragic adjustment.

As for when he reviewed the trading yesterday, the 'Apple Industry Chain' stocks and related concept sectors that he paid more attention to did not receive the attention of the main funds during the collective bidding stage. It remained as usual, with the index fluctuations, and the volume shrank slightly. Open, there is no trace of fund raising or attack.

Facing such an opening scene, Su Yu felt very calm.

He knew that yesterday's market pessimism needed to be digested, so he was not in a hurry.

After the call auction ended, formal bidding transactions began at 9:30. The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and GEM Index fell into a situation of opening low and moving low under the sluggish investment sentiment.

But Su Yu noticed...

In the form of the three major indexes opening low and moving low, the overall energy is gradually shrinking.

In other words, the real panic did not occur, which also illustrates that the index cannot produce enough energy at this position without major negative effects from the sidelines.

Without measure, the fall will naturally not be deep.

Sure enough, when the GEM index fell to nearly 1%, which is around 968 points, it could no longer fall.

At this time, the early strong concepts that had sharply corrected, such as ‘mobile games’, ‘film and television media’, ‘mobile Internet’ and other concept sectors, also stabilized relatively, began to stop falling and trade sideways, and even slowly rebounded.

"The pressure and emotions of selling have almost been released."

Su Yu sensed that the shrinkage of the index had stabilized after the correction, and said secretly: "The follow-up... It's time for the new sector market rotation and new money-making effects to gather again."

As he spoke, he once again turned his attention to the concept of 'Apple industry chain' that he had been paying attention to, and the related concept of 'wearable devices'.

I saw that its related concept stocks have begun to attract the attention of active funds in the market.

"Anjie Technology, Changying Precision, Xinwei Communications, Goertek Technology, Shuobide..." Su Yu looked at the many concept stocks that were funded, and for a moment, hesitantly said to himself, "Which one should I choose? "

Although these concept stocks have good fundamentals, they also have room for continued growth and a hype environment.

But Su Yu felt that it was always almost meaningless.

He believes that the overall leader of the market concept must either be driven by the market's great benefits, or have a huge "story imagination space" in the following months to half a year, similar to "Tianyu Information" and "Hua Qingbao" , has its own unique hype potential.

And currently on the board...

Su Yu did not see this gene for these concept stocks that were attacked by funds and showed abnormal movements.

If what he wants is only a few points of profit, or at most a 10% profit margin, these stocks have reached the point where the adjustment is over and there is a high probability of a rebound.

He can participate with confidence and boldness.

However, what he is looking for is not a few points or even 10 points of profit rebound space, but to find the market concept leader and make a breakthrough in the GEM market.

Just when he was worrying about which stock to choose and guessing the next motivation of the main funds.

A stock named "Fenda Technology", which is based on the concept of "wearable devices", suddenly rose by 3% under the attack of funds, attracting Su Yu's attention.

The main company of this stock is an integrated solution provider for the 'research and development, design, production and sales of consumer electronics and its core components'. As early as March this year, this company released a Wi-Fi-based Cloud audio hardware and software solutions equipped with the company's own high-performance chips are considered by the industry to be a landmark event in the company's commitment to becoming a vertically integrated manufacturing and service provider of consumer electronics products.

At that time, under this shareholder trend, this company was also speculated by market funds.

Only later it returned to calm.

Su Yu looked at this stock and did not rush to take action. Instead, he thought about whether this stock, with its explosive potential and sector-driving effect at the current stage, could take on the important task of being a 'concept leader'.

"The wearable device market has great potential, but it still lacks a catalyst."

Su Yu thought about the logic and sighed secretly: "However, judging from the intensity of the current attack by the main funds in the market, there is nothing more suitable than it."

In his memory, Fenda Technology was one of the big bull stocks in the entire bull market.

But he didn't know exactly when the opponent's start and the huge change in fundamentals occurred.

Therefore, in terms of the degree and timing of participation, we can only judge according to the current market speculation timing and the intensity of financial attacks, so as to take one step at a time and see one step at a time.

And with his brief hesitation...

In a few minutes, Fenda Technology's stock price has soared to an increase of more than 5%, which appears to be particularly strong.

Moreover, a huge amount of buying orders are pouring into this stock. The main funds are determined to push up the stock price. Judging from the time-sharing transactions, it is also very firm.

"The turnover has exceeded 25 million."

Su Yu stared at Fenda Technology's real-time transaction interface with a trace of surprise in his eyes: "The financial attack is very strong. It is almost a large-scale upward attack without any pause, and a strong sweep of goods."

"This stock has only 40 million shares in circulation, and its market value is only about 500 million."

"Such a sudden increase in volume, and funds attacking unscrupulously... There is a high probability that there are subsequent positive and supportive factors in it. There must be another big fund that got the news in advance."

Thinking about this...

Su Yu didn't hesitate any longer, and the short position funds of the four trading accounts he had logged into were placed by him one after another.

4000 lots, 6000 lots, 10000 lots...

After Su Yu decided to take action, he was extremely decisive. He spent more than 20 million yuan to sweep through Fenda Technology's selling orders and push its stock price directly to the daily limit.

However, when he placed the order, a huge amount of orders just appeared on Fenda Technology's real-time transaction board.

The main force of funds that had previously boosted Fenda Technology suddenly began to panic. In a more rapid manner, it placed four large orders of 10,000 lots in a row, sealing the daily limit and blocking the path.

Su Yu looked at Fenda Technology, which quickly hit the limit within one minute.

Looking at the daily limit price fixed at 13.78 yuan, more than 50,000 lots were traded in the blink of an eye when the daily limit was closed.

Looking at the orders I placed, in addition to the 17,800 lots that were traded, there were more than 2,000 lots that were not traded on the daily limit board.

For a moment, I was very stunned.