Rebirth of the investment era

"Hua Qingbao has set a record today, with a turnover of 165 million and a turnover rate of 15%. Although the main funds still managed to seal the daily limit in the end, it is already a bad market at a historical high and there should be no market in the future. Alright?"

After the market closed, someone asked in the stock discussion forum after reviewing the market.

"Look at the results of the Dragon and Tiger Ranking. Hua Qingbao did really weird today."

"Indeed, yesterday's check card position Tianyu Information became the pioneer of the market's rebound. I originally thought that today's check would go relatively smoothly. After breaking through the historical high, there should be no pressure on the second board. Unexpectedly...it ended up being bad. The board shape is really lower than expected.”

"Fortunately, the market environment is good. The GEM rose nearly 1% today, and it looks like it will continue to break through."

"If the market sentiment hadn't just picked up, depending on the situation, Hua Qingbao would have definitely opened higher and moved lower today, closing down sharply, and buried a lot of funds."

"It shouldn't be the case. Today, mobile games and film and television media are still the most outstanding performers."

"It's eye-catching, but Hua Qingbao's trend today is not as good as expected, and it is estimated that it will be difficult to continue to break through in the future. On the other hand, Changqu Technology, another similar stock in the mobile game concept sector, although there is no daily limit today, it has not reached the daily limit since early trading. From the beginning to the close, it was always high and high, full of offensiveness. Its driving effect and emotional stimulation on the overall sector was far stronger than that of Hua Qingbao. It has the meaning of blocking the conceptual leader of Hua Qingbao. .”

"Changqu Technology is indeed good, but fundamentally it does not have as much room for imagination as Hua Qingbao."

"I think if the main market capital still wants to develop the concept of 'mobile games', Hua Qingbao's check will probably still be unavoidable."

"But this stock, with such a large trading volume today, it is estimated that the main funds in it have been withdrawn, and it will be difficult to continue the relay, right? And...since the beginning of April, this stock has doubled from its low level. Now, how much room can there be for upwards?"

“Whether the main funds are gone, let’s take a look at the Dragon and Tiger List!”

"I always feel that Hua Qingbao's performance today is strange. It doesn't look like it's peaking at a high level."

"I don't think so either. If the main funds are really shipping, there is no need to seal the 10,000 orders in the afternoon so tightly, right?"

"And, there's one more thing..."

"The main funds in the market are not the founders of charity. They worked hard to get the stock price to a record high and freed up all the hold-ups in the early stage. Just to earn those three melons and two dates?"

"So... it's dishwashing?"

"It's not impossible. Judging from the review results, Hua Qingbao's full-day trend saw large-amount buying orders actively attacking several times, and these active buying orders were all closed for the first time. After the failure, if it wasn’t for a washout, wouldn’t all the subsequent large funds purchased have gone crazy?”

"Is there such an operation when the stock price is at a historical high? Who will pick up the chips later!"

"Who knows, just from the market analysis, Hua Qingbao's trend today is suspected of a market washout. As for whether it is true, we have to wait for the verification of the Dragon and Tiger List and tomorrow's trend."

"Whether it's a washout or not, do you think, under today's circumstances, will the main funds from Yuhang Fortune Road and Fusheng Road be withdrawn?"

"Yesterday, Hua Qingbao's late-market rally was probably the work of this main force. I think this main force's capital structure is not small, and its ambitions are also big. It should not only come in to make a few points of profit, but it is probably still in the market. Well, or rather...the funds must not have been exhausted."

"According to the style of this fund on Tianyu Information, it is indeed possible that it has not been released."

"If the Dragon and Tiger List shows that the funds have not been released later, it will definitely be a washout. In this case... Hua Qingbao will definitely turn from weak to strong tomorrow."

During the discussion, half an hour later, the Dragon and Tiger rankings were announced as scheduled.

The list shows that all hot money on the buy seats yesterday, except for Yuhang Fortune Road and Fusheng Road, were basically sold out. On the buy list, Buyi Oriental Securities bought more than 6,300 on Anping Road in Shanghai Stock Exchange. million, and bought Huatai Securities Yongjia Sunshine Avenue for more than 9.5 million.

In general……

According to the disclosed data of the Dragon and Tiger List, the buying volume of the top five trading seats is much greater than the selling volume.

In other words, in today's trend of Hua Qingbao's stock, the main funds are in a state of substantial net inflow, which means that after today's trading, the chips on the market have been further concentrated in the hands of big funds.

"Wash the dishes, what the heck...it's really the dishes!"

"Hey, I was washed up, but I still made a little money, so it's not a big loss when I think about it."

"The buying volume on Anping Road in Shanghai is more than 63 million yuan. Who is this guy? His strength is too strong. The buying volume of one company is equivalent to five companies yesterday!"

"There is no record of this seat in the previous Dragon and Tiger list. It may be a channel seat for private equity funds."

"Why is it said that it may be a channel seat for private equity funds?"

"The buying volume is too large, and it is involved at a high level through the bad market. Personal hot money, this amount of funds, basically the entire market hot money circle, is well known. It is impossible for the seats to be so unfamiliar."

"Looking at the data on the Dragon and Tiger List, although Hua Qingbao's chips have been further concentrated, it has also resulted in a situation where the main capital is dominated by one family. Often in such a situation, it will be difficult to continue to rise in the future, right? After all, everyone is worried about this Stock funds suddenly crashed into the market, ruining the situation.”

"Indeed, with more than 63 million chips, few people in the market can catch it!"

"If it can be confirmed that this seat is a private equity fund, the other party will definitely not be able to take an ultra-short-term approach, so it won't have much impact."

"If it is really a private placement seat, such a huge gamble must have a high degree of profit, right?"

"Is it possible that Hua Qingbao will announce major benefits in the future? That's why...the other party is so eager to use this method to violently wash away the market and attract funds."

"It's hard to say, let's see how the market reacts next!"

In the fierce market reaction after the Dragon Tiger List data came out, Su Yu stared at Hua Qingbao's trading seats today, and also speculated that the seats on Anping Road in the Shanghai Stock Exchange were most likely seats for private equity funds.

After all, this amount of funds is really too large.

Putting aside the various types of hot money in the current market, few people would bet on a stock with such a huge amount of funds. Let’s just say that the trading behavior of this stock today is not an ordinary hot money style.

Because of this violent washout and the daily limit board to attract funds, it has created a situation where one company is the only one.

It is very unfavorable for subsequent funds to follow suit.

As for the hot money in the market, most of it is ultra-short-term, and the holding period generally does not exceed 5 trading days. If you really enter this way, no matter whether the stock will be good or not, it will be extremely difficult in a very short period of time. Stable shipments will inevitably turn short-term into medium- and long-term, bringing more unpredictable shareholding risks.

in short……

Betting on a stock with a huge amount of money has caused a unique liquidity dilemma for one company in the ultra-short term.

It is originally a taboo operation in the hot money relay market.

Therefore, after excluding hot money operations, the probability that this seat on Anping Road in Shanghai is a channel for private equity funds is extremely high.

"Since private equity funds have entered the market, the other party's goals should not be the twenty points in front of them." Su Yu secretly said, "Looking at it this way, it is probably this private equity fund that has conducted serious research on the company Hua Qingbao. , I felt that the future prospects were huge, so I made a heavy bet to buy it, which means that this guy will definitely not smash the market in the short term.”

"And based on the rules for building positions of private equity funds..."

"The real investment scale of this private equity institution is quite large!"

"There are also seats at the Yongjia Sunshine Avenue Sales Department of Huatai Securities..." Su Yu looked at the two seats and said secretly, "It is not easy for hot money to see through the other party's motives in the market and directly intercept the chips! "

In his eyes, today's Huaqing Bao Dragon and Tiger list can be described as 'haunted by gods and ghosts', each showing their magical powers.

but……

Su Yu estimated that even if Hua Qingbao's Dragon and Tiger ranking data today exceeds the expectations of many people in the market, the trend of Hua Qingbao tomorrow will not be too optimistic.

First of all, the vast majority of retail investors in the market cannot guess the financial background of this company on Anping Road in Shanghai just from the list.

Secondly, the market is optimistic about Hua Qingbao's other major funds. They will not easily come in to lift the sedan without being sure whether Anping Road in Shanghai will violently smash the market.

Therefore, retail investor sentiment and main funds are not supportive.

Hua Qingbao has a high probability and is difficult to perform.

And just as he guessed...

The next day, Friday, May 10, Hua Qingbao reduced its volume and opened more than 2 points lower when the overall collective bidding sentiment in the market was good.

Then, throughout the morning.

While the two conceptual sectors of mobile games and film and television media continue to perform, Hua Qingbao is oscillating underwater and seriously underperforming the relevant sectors. It is possible that the conceptual leader will be abandoned, and the high-level bad market will become a 'guillotine'.

But it's afternoon.

When the GEM broke through 980 points and rose again by 2%, concepts broke out across the board. Even the concept sectors such as Internet finance, mobile payment, and smart cities, which had plummeted yesterday, began to counterattack.

Hua Qingbao once again became out of control after a stock of funds rose on a trial basis.

"Damn it, Hua Qingbao's market pressure is so small? 1,000 hands can pull 2 ​​points!"

"It seems that all the big funds that entered the market yesterday have no motivation to smash the market. Moreover, the market sentiment today is really good. It is completely a general rise!"

"Hua Qingbao has become famous."

"1%, 2%, 5%... Oh my god, it's rising so fast?"

"The volume has shrunk. It has shrunk more than yesterday. All the funds have been locked up. It seems that everyone is seriously optimistic about this stock. Damn it... it's 7%. Is this the price limit?"

"Hey, as expected, I had to choose between funds, but I still chose this check. Why didn't I buy the bottom just now?"

"Who said Hua Qingbao doesn't have the appearance of a leader? You see, this is the leader in the market. This popularity, this strength of funds to follow the trend... it's simply amazing."

"It's the market's short-term relay funds. I found that the main funds in the market would not easily destroy the market, so I came back, right?"

"This stock is indeed the one with the best fundamentals and the most room for imagination in the concept of mobile games. The others...are almost meaningless, so funds naturally have no choice."

"There may also be reasons for the broader market. The GEM has completely broken through."

"Whatever the reason, chips in this stock are becoming scarce at the moment."

"Buy, Hua Qingbao has made continuous breakthroughs at record highs, and the follow-up space is completely opened. Coupled with the huge prospects of mobile games, looking at the stock price of 30 or 40 yuan, there is no problem."

"Yes, yes, and there seems to be a monthly mobile game industry report this week. In terms of industry prosperity and rankings, the monthly revenue of major games will definitely exceed expectations."

"What I didn't say is that since we have made a breakthrough, we must follow the trend and go long..."

When funds are active in the market, the main funds in the Huaqingbao market will not easily smash the market and hand over the chips in their hands. As time goes by, amid the intense discussions in the market and the rise of long sentiment, they will follow suit. Funds began to pour into Hua Qingbao continuously, causing Hua Qingbao to launch a full counterattack in the late trading stage. Finally, before the market closed, it quickly approached the daily limit, rising by more than 9%, and the stock price was fixed at 24.50 yuan.

After Su Yu fixed the stock price, he saw the market pattern of Hua Qingbao shrinking and rising sharply.

Seeing this stock in a relaxed manner, it once again hit a record high, ranking first in the two cities' weekly gains, quickly attracting huge market attention, and returning to the leading position in mobile game concepts.

For a moment, there was also a sense of surprise and trance that was beyond expectations, flooding into my heart.