Chapter 72: Stock selection strategies during short-term speculation

20,000 hands, 50,000 hands, 70,000 hands, 100,000 hands...

Along with the short-term active funds in the entire market, sentiments and expectations for the stock of Fenda Technology were consistent. Within one minute, more than 200 million funds gathered, causing its daily limit and orders to be closed, quickly breaking through the 100,000 mark. Completely sealing the daily limit, refreshing the height of the market concept and speculation.

"Damn it, Fenda Technology has a strong five boards."

Many short-term investors in the market exclaimed when they saw Fenda Technology breaking through the plateau height set by Tianyu Information.

"The opening seconds are so strong, the trend is so strong, Yuhang Fortune Road, it's really a godsend!"

"I really didn't expect that the pressure of the fifth board would be broken like this. A new market space board was born. Fenda Technology will definitely have a high premium tomorrow. It's a pity that I hesitated at the opening just now and couldn't buy it."

"I couldn't buy it either. Originally, the pressure on the fifth board should be the market sentiment and capital. When the differences are the greatest, how come the market performance of Da Technology today is so consistent? Not to mention that it was closed immediately after the opening. Yesterday's dragon All the major funds that entered the Tiger List actually kept their positions locked in a tacit understanding, and no one made a move."

"Normal! With such a high volume of hands changing yesterday, the chips on the market have been fully adjusted, and the early profit taking has been almost completely digested. And through the performance of this stock during the call auction today, it is obvious that large funds are locked up. The willingness to open a position is very strong, and judging from the selling orders of retail investors at the end of the auction, the overall selling pressure is not heavy, so... It would be strange for various short-term funds in the active market not to make a high-level breakthrough board. After all, once Fenda Technology has set a new height in the market, and tomorrow’s premium is a matter of high probability and certainty.”

"But I also understood it too late. By the time I reacted, the disk was already sealed."

"Fenda Technology can't be bought anymore. The overflow funds should converge on other low-priced concept stocks in the same sector, right? After all, it has opened up a new space in the market. Affected by its emotions, other low-priced stocks with the same concept will definitely follow. rise."

"Yes, yes... hurry up and buy tickets for Anjie Technology, Shuijing Optoelectronics, and Goertek Technology. They will definitely go up!"

"Let me go... Shuijing Optoelectronics has risen by more than 5%. The entire 'wearable device concept' sector and all concept stocks are soaring."

"The attack force of funds is so fierce, the GEM index will rise by more than 1% again."

"Is this the rhythm of three consecutive suns?"

"Needless to say? Fenda Technology has refreshed the market's continuous market space. The entire market's hype mood has been fully activated and has climbed to a climax. Under this mood, the index has definitely been positive for three consecutive times."

"Yes, yes... other stocks will also benefit from the space opened up by Fenda Technology."

"This is the best time to speculate. I think we can be a little more aggressive in holding positions at this time."

"Look, the stock prices of Tianyu Information and Hua Qingbao, two leading stocks in the early stage, have also hit a new rebound high. It seems... this is going to be a second wave!"

"Hey...what's going on with the Shanghai Steel Federation's check? Why did it suddenly hit the daily limit?"

“Is this to block Tianyu Information’s core leading position in the ‘Internet Finance’ concept sector?”

"Ah... LeTV and Huayi Brothers are also on the rise. The hot spots in the entire market today are blooming in many directions!"

"The hype is rising, and hot spots must bloom in many directions. Fenda Technology's daily limit, which has refreshed the market's daily limit, has really contributed to the drive of the index and market!"

"Still Yuhang's wealth is on the road..."

"Without the strong lock-up of this big man and the influence of his seat, I am afraid that the main funds in Fenda Technology Market today would not have such consistent lock-up actions."

"Indeed, there is no doubt about the strength of top hot money."

"Haha... As expected, only by following the path of wealth can you gain wealth. Fortunately, I reacted quickly this morning and grabbed the chips from Fenda Technology. I will definitely eat meat tomorrow."

"I told you that if you follow the Yuhang Fortune Road, you will most likely get some meat by playing board games the next day, but you don't believe me."

"If there are five, there must be seven!"

"According to the market enthusiasm and emotional consistency of Fenda Technology at this time, the pressure tomorrow will be very small, and there is a high probability that it can reach the seventh board."

"Not necessarily. What if the market plummets tomorrow?"

"Anyway, with market sentiment so good today, Fenda Technology will definitely command a premium tomorrow."

In the almost fanatical discussion of Fenda Technology in the entire market, after Fenda Technology completely activated the market's hype sentiment and further expanded the market's capital risk appetite...

The major core concept stocks and major core popular concept sectors with good trends on the GEM.

They all ushered in the rapid attack from the main funds of various departments.

At 10:05, the core popular concept stocks on the GEM exceeded the daily limit of 5; at 10:30, the number of stocks exceeded the daily limit; and after 11:00, the number of stocks with the daily limit exceeded 12.

"Emotions are rising, hot spots are spreading, and the market is almost here to enter the harvesting stage of short-term highs." Su Yu stared at the ChiNext Index that continued to surge in volume, as well as many concept stocks and large-cap blue-chip stocks that began to make up for their gains at low levels. , secretly said, “The market does not have enough incremental funds to continue to enter the market to push up the market. In addition, the macro-capital situation during this period is indeed tightening. After the emotional climax, I am afraid that the market will begin to differentiate and rotate again. ”

After experiencing differences among the four boards, Fenda Technology broke through the fifth board and set a new market height, which was within his expectation.

But moving on…

Su Yu estimated that after this wave of emotions was digested, the height of 7 boards would be almost the limit.

After all, although the market has rebounded a lot recently, the bear market mentality still dominates the minds of the vast majority of investors. In this way, in the high-level relay market that naturally changes hands, the doubling space of 7 boards is an insurmountable chasm. If the gap goes up further...the funds that dare to relay will drop sharply and will no longer be enough to support the continuation of the market.

certainly……

If there is continued stimulation from major external sources, it is not impossible to break through the ‘natural chasm’ of 7 boards.

It's just that this situation is an extreme situation after all. Whether it is individual investors or major market funds, they usually do not have such illusions in the short-term speculation that uses funds and emotions to promote stock prices.

Think clearly about the market sentiment and market position at this moment...

As the index and individual stock trends continued to rise, Su Yu began to think about how he could take on a large number of markets when the two core concept sectors of 'wearable device concept' and 'Apple concept' were over and falling into differentiation and adjustment. Active funds are a hot concept for switching between high and low again.

"In the current market, in the coming period, the concept sectors with extremely high expectations are none other than the 'smartphone industry chain', 'mobile Internet', and 'film and television media'. Their 'restructuring expected' stocks have recently The activity is not small, but it is difficult to undertake the continuous speculation of large funds." Su Yu secretly thought, "After the segment market of the 'smartphone industry chain' has differentiated, the market's active funds will still choose One direction among these three major concept sectors will continue."

"After all, the market has no other better direction for speculation."

"As for the two core concept sectors such as 'film and television media' and 'mobile games', judging from the current form, the adjustments are not sufficient, and the chip structure is very chaotic. If the main funds want to choose this direction, it will be very difficult to continue to rise. , the market may not necessarily buy it.”

"so……"

"If the two currently popular concept sectors of 'wearable device concept' and 'Apple concept' ebb."

"When indexes and individual stocks fall into a general adjustment, the funds that will be harvested next will most likely flow back into the 'mobile Internet' concept sector where the adjustment is relatively sufficient and the market's future expectations are still strong."

Thinking of this, Su Yu hurriedly turned his attention to the various derivative concepts of 'mobile Internet'.

I have seen that many concept sectors such as 'mobile payment', 'smart city', 'Internet finance', '4G concept', and 'mobile Internet service' that I have participated in before are doing relatively well. Most concept stocks, whether they are chips In terms of structure, K-line shape, and the attention of large funds, they are all in a relatively good position, and their popularity is second only to the 'Apple Concept' and 'Wearable Device Concept' sectors led by 'Funda Technology'.

And in these "mobile Internet" derived concept sections.

The one with the strongest momentum, the deepest involvement of main funds, and the most ‘storytelling’ and ‘explosive power’.

There are still two major concepts of ‘Internet finance’ and ‘mobile payment’.

Su Yu discovered this feature and naturally began to narrow the scope, focusing on the concepts of 'Internet finance' and 'mobile payment' that he had participated in before.

“From the perspective of hype inertia, Tianyu Information’s conditions are unique.”

Su Yu stared at the individual stocks in the two conceptual sectors of 'Internet Finance' and 'Mobile Payment', and said secretly: "However, judging from the current degree of capital involvement and the performance of the past few trading days, within the same sector... today's daily limit The Shanghai Steel Federation is obviously better."

"It's just the hype logic of Shanghai Steel Union's check..."

Su Yu frowned slightly, not seeing the logic of the check's hype very clearly.

But after careful observation for a while, he found that the active funds in the market, in attacking the two major conceptual sectors of 'Internet finance' and 'mobile payment', were obviously more inclined to stocks with 'Internet financial services' as their core business, while for the previous Concept stocks with 'mobile payment' as the core have relatively weak attacks.

Such market performance...

It can explain the main funds active in the market and their preference in attacking popular concept sectors. It can also explain that in the current market environment, the concept sector of 'Internet Finance' has more room for imagination and market growth than the concept sector of 'mobile payment'.

And since market funds have made some preferences in direction.

So, even if he can't see clearly the logic of the speculation that Shanghai Steel Union has received major financial attention at this moment, he will not easily choose to go back and invest in Tianyu Information stock.

After all, in a weak market that is not a comprehensive bull market, the risk coefficient of non-leading stocks is still very high.

He is willing to observe and observe again to further understand the flow of the main funds in the market and the logic of such strong speculation on the Shanghai Steel Union stock, and then make a decision on subsequent operations.

And in his continuous observation...

The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index all rose unilaterally throughout the day. After Fenda Technology opened up new market speculation space, the two cities also experienced general gains again. In the end, the Shanghai Stock Exchange Index and Shenzhen Stock Exchange Index rose by more than 1 %, while the ChiNext Index continued to surge by more than 2%, reaching 1070 points with great momentum.