Chapter 35 Ignition Concept Stocks
"I'm not interested in luxury cars."
Su Yu replied, and then said: "However, since I chose to take your order, I will definitely do my best to make a profit."
"Then I'll leave it to Brother Su." Yang Hao responded.
Su Yu glanced at the message and felt that there was no need to talk to him anymore, so he didn't continue to reply.
Then, the lunch time came.
Su Yu glanced at the closing results of Netspeed Technology and Huaqingbao, and saw that both stocks were in a boring oscillation stage. He felt that there was no need to review the market, so he got up and went out to a restaurant near the community to have lunch before returning.
When he returned to the computer again, the time was already 12:35.
Su Yu browsed the market's noon announcement. He thought that there would be no surprises before this holiday, but he didn't expect that a stock called "Tianyu Information" suddenly aroused his great interest and attention, and made him smell a hint of unusual opportunities.
This is a small-cap stock with a total share capital of only 100 million and a circulating market of only 20 million shares.
It is affiliated to the Growth Enterprise Market, with a market value of 2.583 billion. Its main business is the sales of electronic payment smart cards. It can be regarded as a leading enterprise in the domestic mobile payment concept and smart city concept.
One year ago...
When the mobile payment concept and smart city concept were hot, this stock was hyped by hot money, but it later calmed down and has been fluctuating for half a year.
In the announcement at noon today, the company said that it had won the bid for the wireless city project in eight provinces and cities of China Mobile.
And as the main platform provider and operator of China Mobile's "Wireless City" project, the company's NFC-SWP card has occupied about 40% of the market share.
Su Yu thought about the advent of the "4G era" and the "mobile payment" era.
Whether it is the banking industry's conversion from magnetic stripe cards to chip cards in the past, or the mobile operator's 4G card replacement wave, this company will benefit greatly.
Winning the bid for China Mobile's wireless city projects in eight provinces and cities is nothing special.
But after careful analysis, it can be found that this company's announcement has a huge driving effect on its fundamentals and future performance expectations.
It shows the company's competitive advantage in the field of electronic payment smart cards.
It also shows that by clinging to China Mobile, it can fully enjoy the dividends of changes in the industry's fundamentals.
Under the fundamentals that smart terminals and mobile Internet are still booming and have extremely broad future prospects.
Su Yu believes that the hype of mobile payment concepts and smart city concepts will surely blow one after another, and there is no fear of no funds following the trend.
"This is a perfect target to take on the market hotspot at the current time point!"
Su Yu carefully analyzed it for a while, clicked on his time-sharing trading board, and sighed secretly.
He believes that this check is worth participating in, and with the help of the favorable announcement, in the short term, there is a high probability... that it can make a lot of profit.
At 1 pm, the two markets reopened for trading.
Su Yu knew that the market adjustment of Netspeed Technology and Huaqingbao would take time to digest, so he did not pay too much attention to it. His eyes were fixed on the stock of "Tianyu Information".
I saw... after the positive impact of the noon announcement.
The moment Tianyu Information opened at 1 o'clock, the stock price rose straight up, from the flat price of 25.83 yuan, and in an instant, it rose by more than 3%, and the stock price rushed to more than 26.60 yuan.
"The trading volume has not increased, and there is no active big capital to grab the shares." Su Yu stared at the specific number of transaction orders in the minute when the stock price of Tianyu Information rose straight up, and was quite surprised. He secretly said, "It seems that the influence of the noon announcement and the fermentation time of the information are still too short, and the market has not reacted. In this case... let me light a fire!"
In his hand, the funds that can be operated now, not counting the holdings of Netspeed Technology, are also 7 million.
It is enough to light a stock like "Tianyu Information" with a circulating market of 530 million and a normal transaction of only more than 20 million.
When the market lacks hot spots, as long as a new hot spot with strong logic emerges.
Then, it can instantly attract a large number of short-term active funds in the market to follow suit.
Moreover, for short-term speculation, when the market concept hot spots are interrupted, it is actually the time when the market switches between high and low, and new leading stocks are born.
Thinking of this...
Su Yu logged into Yang Hao's stock trading account without hesitation and divided the 7 million funds into two parts. One of the funds of 3.5 million was posted by him at the upper limit price of 28.41 yuan, sweeping the front selling orders of Tianyu Information.
3.5 million funds, more than 1,200 lots.
Instantly swept away the selling orders of almost 40 levels in front of Tianyu Information, and raised the stock price to more than 5%.
At the same time, it also made Tianyu Information appear at the top of the real-time increase list of the two markets.
After Su Yu placed the first order, he paused and observed the short-term funds that followed the trend and the continuous selling pressure on the market after Tianyu Information appeared at the top of the two markets' real-time increase list.
I saw...
After his thousand-hand large order strongly pushed up the market attention of Tianyu Information.
The funds that followed the trend began to pour in rapidly, and the selling pressure in the market began to weaken under the substantial positive news of the midday announcement and the rapid increase in stock prices.
It seemed as if the retail investors in the market became more reluctant to sell in an instant.
"There's a chance!" Su Yu was excited.
He immediately placed an order to buy the remaining 3.5 million yuan in the account at the upper limit price, further taking in chips and rapidly raising the share price of Tianyu Information.
6%, 7%, 8%...
With Su Yu's thousand-hand large order, the short-term follow-up funds became more turbulent.
As a result, the share price of Tianyu Information directly climbed to more than 8% within 30 seconds, approaching the upper limit.
Then, facing the chips that were reluctant to sell in the market, and more and more people began to notice the huge opportunities contained in this stock under the stimulus of favorable factors.
The buying orders of Tianyu Information began to increase, and the funds competing for chips also increased.
Su Yu knew that the share price of Tianyu Information had completely rushed out at this point, and the upper limit should be within one or two minutes.
So, without hesitation, he placed an order to ship at the lower limit price.
He quickly sold the other three accounts, the positions in Netspeed Technology, and bought Tianyu Information.
Just after he completed the operation...
1:07.
Tianyu Information briefly stopped at the 8% increase, and was directly hit by a large order of 10,000 lots.
At 1:08, Tianyu Information closed the daily limit cleanly, and the stock price was fixed at 28.41 yuan. The order increased from 20,000 lots to more than 50,000 lots in one minute.
Moreover, at the moment when Tianyu Information reached the daily limit...
Related concept stocks such as Lantian Information, Hailian Jinhui, Zhengtong Electronics, and Hengbao Technology also rose, among which Zhengtong Electronics rose by more than 5% and Lantian Information rose by more than 3%.
After that, the funds that could not buy Tianyu Information began to overflow to the concept stocks in the same sector.
Whether it is the concept of mobile payment or the concept of smart city, nearly 20 stocks have received attention from funds.
After 1:30, the positive news about Tianyu Information's announcement was further interpreted in depth by the market. Its related mobile payment concepts and smart city concepts also topped the list of concept sectors in the two cities again, attracting more and more market investors to pay attention and follow suit.
As the hot spots ferment...
After 2 o'clock, the hot spots driven by Tianyu Information began to spread to "mobile Internet finance".
Tonghuashun and Dongfang Fortune, two typical Internet financial stocks, as well as Jinzheng Shares, Yinjie Shares, Hengsheng Electronics, etc. came on the stage.
So far, the drowsy trading surface of the two cities has completely changed.
The whole market, hot spots have emerged, and the short-term speculation funds that were silent in the early trading have also begun to attack everywhere with the concepts of Tianyu Information as the core.
Of course, when Tianyu Information, which brought good news and led the market to turn around, a new concept leader was born.
Short-term funds gathered in high-level concept leading stocks such as Netspeed Technology and Huaqingbao, which had been hyped in the early stage, began to retreat rapidly and poured into the new low-level concept stocks.
The last half hour of trading time...
Mobile payment concepts, smart city concepts, and mobile Internet finance concepts have all exploded, leading the market to rise sharply. In the end, the three major indexes all closed at an increase of more than 1%, among which the ChiNext Index rose by nearly 2%, successfully standing above 900 points, setting a new rebound high.
Among the major hot concepts that have exploded, there are more than 5 concept stocks that have reached the daily limit.
As for Netspeed Technology and Huaqingbao, which Su Yu held in the early stage, these two stocks significantly underperformed the market index in today's trend.
Among them, Netspeed Technology fluctuated violently and barely closed in the red, with a small increase of 0.35%, and the stock price was reported at 39.08 yuan; Huaqingbao opened high and went low throughout the day, fell more than 2 points, and closed at 15.87 yuan.
In the whole day's trading...
Su Yu's personal account, through the adjustment of positions and stock swaps, has an overall profit of about 1.7%, which is lower than the market. The profit situation of the two accounts of Liu Tianshui and Mr. Wang, who are trading, is similar to his personal account, and both underperform the market.
As for Yang Hao's account, due to the ignition of Tianyu Information, the profit margin was relatively large, and the overall profit for a single day was about 4.6%.
In total, he bought more than 12 million Tianyu Information with four accounts, which can be regarded as the absolute main force participating in the speculation of Tianyu Information's stock today.
However, since the four accounts belong to two brokerage business departments.
So... today's Dragon and Tiger List of Tianyu Information does not necessarily appear on the relevant seats of the business department he trades.
However, it was beyond his expectation.
When 5:30 pm came, the new Dragon and Tiger List was announced. As a stock on the list, the business department where Yang Hao's trading account was located, that is, the Yuhang Fortune Road Business Department of Huashang Securities, and the business department where his personal account was located, that is, the Yuhang Fusheng Road Business Department of Huaxin Securities, were both on the list, ranking third and fifth.