"Northeast Securities has backed up with Jinzhou Liulu!"

Su Yue was a little surprised when he looked at the content of the information. Then he turned to the abnormal securities sector. He had a flash of inspiration in his mind and suddenly discovered an excellent investment opportunity.

The securities sector has received strong support from funds in this bull market.

The stocks of mainstream brokerage firms have doubled their growth since the low bull market. Nowadays, the average PE of brokerage firms is as high as about 50 times. Before the annual report results come out, funds are obviously reluctant to continue to speculate. So... Through the principle of speculation from high to low, if the stocks of brokerage firms are involved in securities stocks or shell stocks with rumors of brokerage firms' backdoors, there is an opportunity to attract funds to attack when the leading brokerage firms' stocks can no longer be speculated.

This bull market is a feast for finance.

The performance of securities, funds, trusts, insurance funds and other funds entering the market has been soaring.

Then, as a securities firm or many listed companies that own shares in fund companies, they will naturally benefit directly or indirectly.

This is a logical concept hype main line. As long as you dig it out, there will be great potential.

"Brokerage concept stocks, fund concept stocks..." Su Yue's eyes became brighter and brighter, and he immediately turned his head to Luo Yunfeng and said, "Immediately find out all listed non-financial companies that have participated in securities companies, fund companies, and even controlled by them in the two markets. Don't let go of shell stocks that have had rumors of backdoors in securities companies."

Luo Yunfeng was stunned when he saw Su Yue's sudden serious expression: "Mr. Su, what are you doing?"

"While the market funds have not yet reacted, do as I say, hurry..."

Su Yue didn't have time to explain carefully and said in a deep voice.

Luo Yunfeng nodded, no longer asked, and immediately made arrangements to ask the company's traders and the stock analysis team to quickly find investment targets in the two markets according to the conditions designated by Su Yue.

Su Yue saw that Luo Yunfeng and Wu Heng were already busy.

He thought about it and started sending instructions in the internal group formed by the four core members of the company: "Old Yang? Reduce some of the positions of Huatong Securities and Huashang Bank? Reserve at least 1 billion yuan of funds; Sister Yuhe, you also reduce 20% of the financial position? Reserve at least 100 million yuan of funds; Sister Yunxi, you also reserve some of the positions!"

"Xiao Su...what do you want to do?"

After hearing Su Yue's instructions, the three of them asked almost at the same time.

Su Yue smiled and said, "Let's follow the example of hot money this time? Launch a large-scale concept speculation market. I want to let these top hot money in the market see what real hype is."

"Concept hype market?" Yang Liguo was stunned, "Xiao Su? Can you say it more specifically?"

"A few minutes ago? Did you see the announcement issued by Jinzhou Liulu? Northeast Securities successfully acquired Jinzhou Liulu, and then brokerage companies changed abnormally. The trend of market funds attacking related shell stocks is very obvious."

"The valuation of mainstream brokers has reached a high market level at present? The funds are not willing to continue to speculate at this time."

"In this bull market, the increase is far behind these mainstream brokerage stocks, and some of them did not even rise much at all."

"I think there is a chance here? As long as we drive the line of securities concept stocks, then... with the listing of Northeast Securities? The market of this line will definitely be ignited by hype funds."

"Even if it fails? The stocks related to this line are not very risky compared to the growth of the remaining stocks in the entire bull market."

"Failure is just a waste of time."

“From the risk to profit ratio, I think it’s worth a try.”

"In the two markets, there are not many stocks that have stakes in securities companies, or those that have backdoor scandals from securities companies, right?" Yang Liguo said, "And these stocks are small and medium-sized stocks with a market value of less than 10 billion yuan, and they cannot carry too much capital. It is probably not appropriate for us to do such a big fight...?"

"There are indeed few purely participating in securities stocks in the market, but there are too many targets related to securities companies through indirect holdings, or subsidiaries, and subsidiaries and securities companies." Su Yue said, "And, not only securities companies, but also equity or holding funds and investment companies' stocks?"

"The hype logic of these stocks is no different from that of brokerage concept stocks."

"Big finance is the absolute main line of this bull market, so these related targets of holding financial companies will naturally not be absent."

"Before, the big funds did not attack this area because in the market, mainstream financial stocks have not yet reached the valuation limit. It is too late for everyone to compete for the chips of mainstream financial stocks, so naturally they will not focus on these scraps."

"But now, the valuation of individual stocks with financial weight has reached the current market upper limit, and the chips are already very expensive."

"The funds have a lot of hesitation about such high-level chips."

"And, for new funds, when financial stocks are high, if they want to participate in the financial stock market, these cheap scraps will be very interesting and attractive."

"Northeast Securities' backdoor listing is an opportunity to start a market trend, and the valuation of weighted financial stocks and stagnant stagnation is also the best time to launch the speculation of 'financial concept stocks'."

"Only by cooperating with opportunities can a market achieve a situation."

"I think there are no less than dozens of stocks in the two markets, which is enough to form a sector effect. Such a huge number of investment targets can carry more than ten or two billion yuan in capital."

After Su Yue finished speaking, he saw the three of them silent, paused for a while, and couldn't help asking, "What do you think?"

Gu Yunxi thought about it and was the first to speak out: "Xiao Su, according to the logic you mentioned and the risks and profit ratios, I think... it is still worth a try."

"Funds are like water flowing, from high to low, and I also think this is a depression at the moment." Chen Yuhe responded.

Seeing that the two of them had agreed, Yang Liguo laughed and said, "There is no logic error. In terms of risk, there is no risk in dozens of individual stocks that diversify their investments. Moreover, the overall investment position is not high. Even if it is a loss, it will not have a big impact on the performance of the fund. Since Yun Xi and Yu He both agree, I can only agree."

Su Yue smiled and said, "Okay, then that's it, let's execute it!"

He finished speaking, exited the chat box, and then...

In just a few minutes, there were a lot of selling on the market of Huatong Securities and Huashang Bank. Fortunately, both stocks were super large-cap stocks, with no shortage of liquidity and funds did not cause much fluctuation.

Half an hour later, the three of them spoke in the group, indicating that the reduction in positions has been completed, not counting the emergency funds for the last 20% of the funds.

At present, the funds reserved for the three funds and the reduction positions have been about 1.3 billion.

Su Yue asked Wu Heng to reduce some of the positions of the Bentayga No. 3 fund in financial stocks and reserved 120 million yuan of funds.

It is almost noon closing.

Luo Yunfeng finally compiled a list of financial concept stocks in the two cities with the help of the company's analysis team.

"Mr. Su, this is the final list of individual stocks." Luo Yunfeng stood in front of Su Yue and handed Su Yue a compiled list of individual stocks. "After confirmation, there are four stocks that directly participate in securities companies, two have scandals for securities companies, and the rest are companies that have core business dealings with securities companies, or indirectly hold securities companies."

"There are 5 stocks of its holding funds, investment companies and futures companies, and 6 stocks are involved.

"I have also sorted out the companies that have equity investment business, trust business, or financial technology business, and there are 6 companies."

Su Yue looked at the entire page of the list of related stocks, nodded, and said, "Thank you for your hard work, let's have a meal first!"

After everyone finished their meal, they returned to the trading room again.

Su Yue began to pick up the pen, outlined the investment target, and selected 15 stocks with moderate circulation, not too short of liquidity, and relatively pure concept.

Among these 15 stocks.

Su Yue focused on marking out the several companies that have staked in securities companies, as well as the two companies that have hopes for backdoor acquisitions, and then several companies that have holding funds and investment companies. They arranged them smoothly according to liquidity, marked the amount of funds to build positions, and then distributed them to traders, as well as notifying the headquarters of Yang Liguo, Gu Yunxi and Chen Yuhe.

At 1 pm, the stock market reopened.
Chapter completed!