Rebirth of the Capital Legend

Su Yi looked at the 'Teli A' market which was shrinking and falling to the limit, as well as the shape and trend of all high-priced concept leaders.

Knowing that with the reversal of sentiment, an overall correction in market conditions is inevitable.

However, he also knows that the short-term market correction will not affect the continuation of the final rebound, but will instead become a good opportunity to increase positions.

It's just that the goal of increasing positions...

Su Yi's eyes searched the entire market for a long time, and finally landed on the main line of 'lithium battery' concept theme, which he already had a heavy position in.

The speculation of 'Teli A', the market's core leading stock, is over.

It will inevitably lead to an avalanche of short-term speculation in the entire market, and will also cause major popular concept sectors and their popular leading stocks to have a relatively obvious money-losing effect in the short term. In other words, the change in market investment sentiment has the effect of It is cyclical, and the end of the speculation in the stock of 'Teli A' is an important turning point in the change of market investment sentiment from long to short.

He started by building a position in the leading stock corresponding to the core main line of 'lithium battery'.

It has basically repaired the huge decline during the 'Stock Market Crash 2.0' and significantly outperformed the recent market index performance.

"Mr. Lu, the 'lithium battery' line has begun to lead the market again."

This took more than a month.

Lu Xiangxiang nodded and said: "The latest news, according to last month's new energy passenger vehicle sales data, both month-on-month and year-on-year, there was an increase of more than 50%, which illustrates the supply and demand relationship in the entire industry. , the balance has indeed been broken.

Since this is a new issue, the internal chip structure is relatively clean and there is not much selling pressure.

Once he reaches the sign-raising line, not only exposing his position in advance, it will also affect his subsequent exit plan.

Tens of millions of buying funds quickly flowed from the hands of traders into popular stocks with relevant weights on the main line of 'lithium batteries'.

In the midst of the huge hype of 'Teli A'.

"I hope this gust of wind can come more violently." Yu Xiaolu said excitedly.

However, the overall market is generally weak.

This is their company’s main fund product.

Even the internal chip structure is often not as clean as many small and mid-cap concept stocks, nor does it have as high flexibility as small and mid-cap concept stocks.

Under such trading logic, looking at the entire market, it is obvious that at this moment, the reversal of fundamentals has become a clear sign, the upward trend is good, and the 'lithium battery' main line sector with strong expectations for future performance has become a major issue. The capital group that retreats from the field of high-level concept stocks is the first area to attack.

In this way, there will be relatively few short-term concept speculation opportunities in the market, and it will be difficult to obtain excess profits.

But since the leader made strong demands, he could only obey.

Lu Xiangxiang smiled and said: "You don't need to hear it, it is actually the case."

And when the concept hype begins to ebb, investors' risk appetite decreases.

A number of active capital groups in the two cities are also continuing to flow into this field.

This is why in short-term trading...

Su Yi only used more than 2000 million yuan to buy the stock price of this check from 2 points underwater to an increase of almost 5 points.

Immediately afterwards, when the transaction order is fully communicated.

"Xiaotian, this position can be used to increase positions."

If we continue to increase our positions.

Thinking about this...

Visible to the naked eye...

In other words, after more than a month of brewing emotions and market trends.

He just started using his own account.

The original investment theme of our fund is focused on 'new energy'. Now that such a buying opportunity has come, it would be a mistake to miss it again. "

This is because his holdings in these four stocks have reached about 4% of their total market value.

Because in this more than a month, heavy positions have been placed on the market trend of the core concept of 'lithium battery', the main line sector.

Later, under the concentrated attack of these incremental buying funds groups and the rush to raise funds.

With the explosion of the new energy vehicle market, the gap between domestic supply and demand is expected to not only not decrease, but will continue to expand in the short term.

There is no doubt that……

In its fund trading department, which mainly focuses on 'new energy investment', the fund manager Zhou Sheng, who is in charge of the 'new energy mixed selection' fund products, also clearly discovered that the concept of 'lithium batteries' was going against the trend. A breakthrough is a sign that the combined force of funds on the market is rapidly increasing.

Tian Xiaohui was stunned and asked: "Manager, the increase in positions you are talking about is the 'lithium battery' sector?"

It also refers to several core indexes such as Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index.

Su Yi continued to wait patiently until 10:46.

Zhou Sheng squinted at the trend pattern of the index and said: "Today the index was only brought down by the 'Special A' check and the negative external trends, but the overall trend of the rebound has not been destroyed, and it has not been destroyed. There is a critical time point when the IPO is about to restart. Regulators will still protect the market. The entire market will not experience a liquidity crisis like the previous one. As long as there is no liquidity crisis in the market, there will definitely be mainline investment opportunities. .

When both of them expressed very positive and optimistic sentiments about the main line market trend of 'lithium battery'.

And this is enough to support leading stocks such as 'Duofuo', 'Tianci Materials', 'Tianqi Lithium' and 'Ganfeng Lithium', and they have embarked on a magnificent market. "

After a brief reflection, Zhou Sheng gave instructions to Tian Xiaohui, the fund product trading team leader next to him.

Even like 'Dofluorodo', the core leading stock in the sector that has been speculated by major funds from all parties before.

It is necessary to leave the market when the long sentiment is relatively consistent, and when investment sentiment and investment risk preferences take a turn for the worse, it is necessary to lower the profit expectations in the mind, which is the root cause of short positions and waiting.

Even if the 5% mark-up line is not touched, given the market liquidity of these four stocks, it will be difficult for him to leave the market in time if there is an emergency.

Especially the stock 'Penghui Energy'.

The main sector of 'Lithium Battery', driven by many core leading stocks such as 'Duofuoduo', 'Tianci Materials', 'Tianqi Lithium Industry', 'Ganfeng Lithium Industry', etc., actually fluctuated upward with continuous heavy volume. trend, bucked the trend and strengthened, becoming the core main line sector leading the market.

When the market enters into a period of bearish sentiment.

Because it is a stock with fundamental support and good performance.

He can also capture sufficient profits from the explosion of the core main line of 'lithium batteries'.

"But isn't the market index still falling?" Tian Xiaohui said hesitantly.

At present, the core line of 'lithium battery' is such a main line investment opportunity.

Make large-scale purchases in relatively active and core concept stocks such as 'Dangsheng Technology', 'Penghui Energy', and 'Western Mining', and make crazy use of large orders, or buy super large orders at low prices. Fully accept the panic selling chips that emerged on the market.