Facing the massive unrealized gains in his stock and margin accounts, Su Yi still had no intention of reducing his positions or taking profits.
He knew that the favorable tailwind for the "new energy vehicle" industry chain explosion had only just arrived; he knew that the price surge and market speculation for "lithium batteries" had only just begun.
At the same time, he also knew about the market's rebound.
Although it had temporarily encountered obstacles, it was far from over.
Market sentiment and news were also still in a good atmosphere.
With the triple resonance of sentiment, capital, and fundamental changes, he had no reason to reduce his positions and take profits from his holdings at this time.
"The capital of 'Financial Street Fuxing Road' is actually still increasing its positions and buying chips in the 'lithium battery' main sector."
As Su Yi gazed at the enormous unrealized gains in his account, pondering the market's future trends, the Dragon-Tiger List data for the two markets was released.
The "Financial Street Fuxing Road" trading seat he used once again appeared on the Dragon-Tiger List buying seats, instantly attracting the attention of various short-term major retail investors and institutional funds in the market.
Among them, Li Jinshi of the 'Foshan Group' said,
"This capital has been increasing its positions for 5 consecutive trading days. It must have bought at least 400 million in chips, right?"
"I feel like it's far more than 400 million in chips,"
Chen Guiyun in the group responded.
"In the recent 5 trading days, based solely on what's disclosed on the Dragon-Tiger List, the buying amount of this capital in 'Dynanonic', 'Penghui Energy', 'Western Mining', and 'Gotion High-tech' alone is close to 400 million. Are there any stocks not on the list? I estimate that this capital's holdings in the core main line of 'lithium batteries' should currently be no less than 800 million."
"800 million? Impossible, right?"
Li Jinshi exclaimed.
Liao Guoxiang stared at the buy and sell data disclosed for the stock 'Penghui Energy' on the Dragon-Tiger List of the two markets, especially at the 31 million capital that "Financial Street Fuxing Road" continued to increase its position with.
After pondering for a moment, he responded,
"Judging from this capital's speculation in 'Teli A' and 'Meiyan Jixiang', those two previous 'monster stocks', the capital size of 'Financial Street Fuxing Road' should now be approximately in the 1 billion range.
Based on this fund's previous operating methods and trading style... This guy basically goes all in every time he faces a highly certain speculative opportunity, and his ability to seize opportunities is extremely strong.
This time, this capital has continuously increased its positions for 5 days, clearly indicating extreme optimism about the continuation of the 'lithium battery' core main line trend. Therefore, it cannot be ruled out that this capital also has large-scale hidden holdings beyond the data disclosed on the Dragon-Tiger List."
"If the 'Financial Street Fuxing Road' fund really went all in on the 'lithium battery' core main line, and its holding size has reached over 800 million..."
Li Jinshi said,
"then this fund is truly a full-fledged market gambler."
Liao Guoxiang smiled and said,
"Short-term speculation is inherently speculative; calling them gamblers isn't wrong."
"The key is that this guy is strong because he wins every time,"
Chen Guiyun said.
"Based on the stocks this capital operated previously, whether it was 'Teli A', 'Meiyan Jixiang', or 'Huaguo Heavy Industry', 'Dofluoride'... they never missed once, harvesting massive profits and exiting every time. It's simply outrageous."
"This is also why the 'Financial Street Fuxing Road' trading seat now has an increasingly high premium rate!"
Liao Guoxiang sighed.
"And the increase in the next-day premium rate for the seat provides this capital with a very strong fault tolerance in operations. I think... this is also an important reason why this capital dares to heavily invest every time."
"This seat premium is indeed particularly enviable,"
Li Jinshi said.
"Now, as long as 'Financial Street Fuxing Road' intervenes in a stock, the broad individual investor group in the market blindly follows suit without question, leading to all stocks opening significantly higher with a premium the next day, making it impossible to find a suitable buying point."
"But I feel that the stocks that 'Financial Street Fuxing Road' focused on building positions and speculating on this time are not as strong in terms of their speculative logic or market recognition as 'Teli A' and 'Meiyan Jixiang', which this capital previously led,"
Chen Guiyun said.
"I always feel that these few stocks will find it difficult to become the core leaders and high-performing leading stocks of the 'lithium battery' main line."
"Not necessarily, right?"
Li Jinshi said,
"Currently, the views of various active follow-up capital groups in the market are quite consistent regarding these few stocks. And looking at the past few days, there is no shortage of active capital following up and taking over these stocks, and the market trend shows no problems.
Of course, compared to the trends of 'Teli A' and 'Meiyan Jixiang' before. It's definitely inferior. However, large 'monster stocks' like 'Teli A' and 'Meiyan Jixiang' were originally the result of concerted efforts by various market funds and emerged accidentally under the combined influence of various news and sentiment factors, leading to multiple-fold gains as high-performing 'monster stock' leaders.
They are simply not replicable. Compared to the speculative logic and sector trend of the entire 'lithium battery' main line. I actually think the current trends of 'Dynanonic', 'Penghui Energy', 'Western Mining', 'Gotion High-tech', 'Lead Intelligent'... this batch of stocks, are normal."
"I still think the speculative logic of 'Tianci Materials' is smoother and has more room for speculation,"
Chen Guiyun insisted.
"Logically speaking, 'Tianci Materials' definitely conforms to the stock selection logic of the 'Financial Street Fuxing Road' fund. I don't know why this capital has never participated in this stock."
"Everyone has different stock selection ideas,"
Li Jinshi said.
"Perhaps the 'Financial Street Fuxing Road' fund just didn't fancy 'Tianci Materials'? Alas... anyway, I think at this point, discussing the logic behind the 'Financial Street Fuxing Road' fund's choice of targets, and its market manipulation logic, is no longer important."
Liao Guoxiang heard Li Jinshi's words, smiled and nodded, saying,
"Yes, yes, at this time, we just need to know that the 'Financial Street Fuxing Road' fund is still continuously increasing its positions in the 'lithium battery' main sector, and understand that the 'lithium battery' core main line trend is not over yet.
For specific targets, if you feel the logic is fine, then take over and buy. If you feel there's a problem with the logic, or if you feel that the speculative logic of other similar concept targets is smoother, then just choose the target you feel is suitable to follow.
After all, so-called follow-up speculation doesn't necessarily have to be the same target. As long as it's the same main line trend and the same speculative logic, then even if different targets are chosen, there's a high probability of making a profit."
Along with the continuous refresh of messages in the group.
Just as the three core figures within the 'Foshan Group's' main institutional investor group were engaged in a heated discussion.
Modu, Financial City, Jufeng Asset Management Co., Ltd.
In the 'Jufeng Future Growth' fund product trading room, Lu Xiangxiang, the fund product manager, felt a sense of doubt when she saw the 'Financial Street Fuxing Road' fund continuously increasing its positions in core 'lithium battery' main line stocks for five consecutive trading days.
She remembered over a month ago.
The situation where the 'Financial Street Fuxing Road' fund competed with her for shares in the 'Dofluoride' stock.
It could be said that, in her opinion, the main fund that first discovered the speculative opportunity in the 'lithium battery' core main line and the reversal of the entire industry's fundamentals was the 'Financial Street Fuxing Road' institutional investor.
However, what she didn't understand was...
Since this capital had already rotated its positions and was continuously building large-scale positions in the 'lithium battery' core main line.
Why did it intentionally avoid 'Dofluoride', 'Tianci Materials', 'Tianqi Lithium', and 'Ganfeng Lithium', which had the purest speculative logic and the strongest expectations for performance explosion?
Could it be that the reason for their actions was simply because too many institutions were gathered in these four stocks, making their share structure not as clean as those of 'Dynanonic', 'Penghui Energy', 'Lead Intelligent', 'Western Mining', etc.?
She didn't think so.
But she couldn't find any other reason to explain the motive behind the 'Financial Street Fuxing Road' fund's actions.
"Mr. Lu, the 'Financial Street Fuxing Road' fund is truly persistent,"
Yu Xiaolu, the fund product's core trader, said with a smile while Lu Xiangxiang was in thought.
"It has been increasing its positions for 5 consecutive days. This fund's market manipulation should be able to attract a lot of follow-up funds to the 'lithium battery' core main line. I feel that the future trend of the 'lithium battery' core main line will still be relatively optimistic."
Lu Xiangxiang said,
"What can truly influence the future trend of the 'lithium battery' core main line is still the change in the industry's fundamentals, as well as the current market price trends of the two core products, 'lithium carbonate' and 'lithium hexafluorophosphate'. This is the basic logic for the development of this main line trend.
Of course, the continuous increase in positions and intervention by the 'Financial Street Fuxing Road' fund. It will also affect everyone's emotional feedback on the 'lithium battery' core main line. But this is only a short-term effect. As institutional investors, our primary focus should still be on the fundamental logical expectation changes."
Yu Xiaolu nodded slightly, paused, and then added,
"But because of the continuous increase in positions by the 'Financial Street Fuxing Road' fund, more investors in the market are paying attention to the 'lithium battery' core main line, leading to more capital participation. This must still be good for the trend of the 'lithium battery' core main line, right?"
"Naturally,"
Lu Xiangxiang nodded.
"It proves that our heavy investment in the 'lithium battery' core main line was worthwhile!"
"However, what's unexpected is that the 'Financial Street Fuxing Road' fund did not choose 'Dofluoride' for this continuous position increase,"
Yu Xiaolu said.
"I remember this fund focused on 'Dofluoride' before concentrating its positions to speculate on 'Teli A'. I never would have thought..."
Lu Xiangxiang said,
"This point is indeed very strange, but no matter how the 'Financial Street Fuxing Road' fund chooses, as long as its speculative direction is still on the 'lithium battery' core main line, then it's beneficial for our current fund's holdings. We don't need to delve into this fund's motives in its stock selection logic."
"Okay,"
Yu Xiaolu responded, and no longer delved deeper.
Similarly, while the two were discussing the profound impact of the 'Financial Street Fuxing Road' fund's continuous position increases and long-term speculation on the 'lithium battery' core main line.
Other major institutional groups also in Modu's Financial City.
Were also discussing this issue.
And in everyone's collective discussion, there was no doubt that the market attention and discussion trend for the 'lithium battery' core main line were getting higher and higher. Among them, core stocks like 'Dofluoride', 'Ganfeng Lithium', 'Dynanonic', 'Penghui Energy', 'Tianci Materials'... all made it onto the top 20 hot stock lists in the two markets.
And the 'lithium battery' core main line continued to show strong profit-making effects.
Attracting continuous attention from countless investor groups, as well as the attention and participation of many active market institutional investors and powerful institutional groups.
In the evening, positive news regarding this core main line once again broke out.
According to officially released relevant information.
In the past October, domestic sales of "new energy passenger vehicles" increased by 109% month-on-month compared to September, and by nearly 200% year-on-year compared to the same period last year.
There was also good news regarding domestic photovoltaic energy storage.
Showing a glimmer of an industry cycle reversal.
Based on the skyrocketing sales data of 'new energy passenger vehicles', everyone speculated that the 'lithium battery' industry, as an upstream component of the new energy vehicle industry chain, would definitely usher in a sustained major boom.
In particular, for 'lithium carbonate' and 'lithium hexafluorophosphate', the two core 'lithium battery' products that have already shown a surging trend and supply-demand gap, everyone expected their supply-demand gap to highly likely expand further, and their prices would also continue to skyrocket further.
After all, even if major companies within the industry, under a cycle reversal.
Want to add new production capacity.
The realization of this new production capacity also requires a certain time cycle.
And this will inevitably lead to the industry's supply-demand gap not being filled before the new capacity catches up, meaning the entire industry will always maintain a situation of supply falling short of demand.
"News, sentiment, capital... the triple resonance seems to be getting stronger and stronger."
Su Yi noted the market news changes in the evening and the heated discussion across the entire internet regarding the 'lithium battery' core market main line, and even the 'new energy industry chain' theme, and remarked with a smile,
"Since that's the case, let this fire burn even fiercer!"
He held 2.6 billion in chips, fully leveraged and betting on the 'lithium battery' core main line.
Naturally, he hoped that the trend of this main line would explode more fiercely, allowing him to maximize his market profits in a short period of time.
(End of Chapter)