Rebirth of the Capital Legend

However, although the daily loss of the position account exceeded 1 million, Su Yi didn't care too much about it.

After all, he knows that the expected logic of the main line of 'lithium batteries' and the explosion of market demand in the entire 'new energy industry chain' will continue to strengthen in the short to medium term.

In this state...

Even if the stock price retreats due to the impact of sentiment and news, it will quickly regain its lost ground.

However, although he is full of confidence in the future development of the core main line of 'lithium batteries', many investor groups currently involved in the speculation and investment in the core main line of 'lithium batteries' in the market have been under continuous after-hours trading. During the discussion, there was no such confidence and confidence in the core stocks of the 'lithium battery' sector that had generally doubled their gains and basically recovered from the previous 'Stock Market Crash 2.0' stage.

Due to Su Yiming's large-scale reduction of positions and profit taking, as well as the obvious negative feedback of the market trend during the day.

Among the discussions among many investors.

There are many people who believe that 'lithium batteries', a core concept subject that has been hotly speculated recently, has fully reflected expectations and that the stock price has peaked in the short to medium term.

Even in the main hot money internal group of the 'Modu Super Short Gang' where Su Yi belongs.

After a brief review, Xu Qiao faced the trend of the entire 'lithium battery' mainline sector plummeting in volume during the day. His originally positive and bullish thoughts also changed significantly: "Today, in the 'lithium battery' sector, there was a net outflow of main funds. The volume is huge. It feels like the market trend of this core main line is reversing, and market investors’ expected attitude and sentiment towards this core main line are also changing.”

"From a fundamental analysis, there should be no big changes in the expected logic of the 'lithium battery' line, right?" Lao Zhang said, "I feel that the reason why the main line of 'lithium battery' has plummeted in volume today is mainly due to yesterday's The impact of the large-scale reduction of positions and profit taking on Su Brothers' 'Financial Street Fuxing Road' seats."

"The Su brothers' large-scale reduction of positions and profit taking on the Dragon and Tiger list can only be said to be an inducement." Lao Wu said, "I think the 'lithium battery' line, at this position, is the most important reason why the market divergence is so big. The main reason is that the market trend from this line to after the National Day has been quite large in the short term, and the huge profits accumulated have suppressed the further development of the market. "

Xu Qiao nodded and responded: "It has indeed increased a lot, such as 'Dofluoro', 'Tianqi Lithium', 'Ganfeng Lithium', 'Tianci Materials', 'Penghui Energy'... etc. are relatively core After the National Day, the stock price has basically doubled in more than a month.”

"In addition to the suppression of profit taking..." Brother Chen continued, "there is also the suppression of the 3500-point pressure mark of the Shanghai Composite Index, which has also led to a large increase in market divergence on this line."

"The suppression of profits, the decline of speculation, coupled with the pressure of the Shanghai Stock Index at 3500 points, the selling pressure of the hold-up market above 3500 points ahead, and the tight financial situation at the end of the year...these factors are combined under the combined influence." Lao Zhang pondered briefly. After a while, he said, "I feel that in the next period of time, whether it is the trend of the market or the trend of the core concept theme of 'lithium battery', it is not very optimistic!"

"It shouldn't be so pessimistic, right?" Lao Wu was still relatively optimistic about the follow-up market, saying, "The U.S. stock market continues to reach new highs, and the central bank has fully released the market's currency liquidity after two rounds of interest rate cuts and reserve requirement ratio cuts. , coupled with the continued investment of the 'pension' and the macro-control of the 'national team', although it is difficult for the market to return to the bull market, it should be relatively easy to maintain a relatively strong and volatile trend, right?"

Brother Chen responded: "I agree with Lao Wu. At this moment, we should not be too optimistic, but we don't need to be too pessimistic. The divergence in the core trend of 'lithium battery' does exist, but it can be clearly felt that its The fundamental improvement of the entire industry is still in an accelerating trend, and the country is also using relevant policies to continuously stimulate the development of the 'new energy passenger vehicle' market.

In other words, even at this moment, the market's sentiment and fundamentals are somewhat divergent.

The stock price trend is quite divergent on the market.

But if you look at the long-term period slightly, the upward trend is still obvious.

Furthermore, from a macro-level analysis, the explosion of the 'new energy passenger vehicle' market is an explosion process from 0 to 1. This expected space is by no means as simple as a doubling of market demand.

What's more, starting from the beginning of September.

In the 'lithium battery' industry, the prices of the two main products, 'lithium carbonate' and 'lithium hexafluorophosphate', have more than doubled by now, right?

It depends on the extent of the price increase of its products and the room for the explosion of market demand.

'Dofluoro', 'Tianqi Lithium', 'Ganfeng Lithium', 'Tianci Materials'... the current valuations of these stocks are still very cheap.

I believe that the majority of retail investors involved in speculation in the market may not be aware of this.

However, as the core major institutions in the market.

Especially for the 'new energy industry chain' direction, large institutional groups with considerable in-depth research capabilities will definitely be aware of this. "

"According to what you mean, Brother Chen..." After listening to Brother Chen's analysis, Xu Qiao said, "Not only is this not an opportunity to sell core stocks related to the main line of 'lithium battery', but it is still a good opportunity to increase positions?"

Brother Chen nodded and said, "I do think so."

"But in this case, why did the Su brothers reduce their positions and stop profits on a large scale at this time? 'Polyfluoride', 'Apocalypse Lithium', and 'Ganfeng Lithium' are the main lines of 'lithium battery' where expectations are the strongest. Where is the core leader that has the strongest emotions and funds to follow the trend? "Lao Zhang asked, "Essentially, the core line of 'lithium battery', the Su brothers were involved when the market first started, that is to say,' The line of lithium batteries should be considered to have been discovered by the Su brothers.

I have to admit that there are some powerful institutions in the industry.

It is indeed unique in its fundamental research and judgment of industry cycle changes.

However, there is no reason that in the past six months, the Su brothers, who have never failed in the A-share market, would be inferior to these institutions in their cognitive and research capabilities, right?

On the surface, the core line of 'lithium battery' reflects the current changes in fundamentals.

In addition, the outbreak of demand in the entire 'new energy passenger vehicle' market is indeed still very optimistic, and expectations are still very strong.

But on the core line of 'lithium batteries', is it true that the Su brothers have reduced their positions on a large scale and stopped profits?

Therefore, I think it is okay to be optimistic in the long term, but in the short to medium term, the core line of 'lithium batteries' is likely to enter an adjustment cycle. "

After hearing what Lao Zhang said, Lao Wu thought about it carefully for a while, and then said in response: "Lao Zhang, you can't use Brother Su's position data on the Dragon Tiger List to infer that Brother Su is not optimistic about the core of 'lithium batteries' main line, thereby overturning the current hype logic of the core main line of 'lithium battery'."

"Old Wu, what do you mean..." Old Zhang was a little confused.

Old Wu paused and continued: "After the speculation of leading stocks such as 'Teli A', 'Meiyan Jixiang', and 'Huaguo Heavy Industries', the amount of funds accumulated by the Su brothers should have been far greater." Is it more than 4 million? I think the total reduction of 4 million by the Su brothers in the three stocks of 'Duofuduo', 'Tianqi Lithium Industry' and 'Ganfeng Lithium Industry' does not represent the Su brothers I am not optimistic about the core line of 'lithium battery'.