Rebirth of the Investment Era.

Chapter 612 Crazy Market Trends!
Under the influence of this extreme emotional surge, as well as factors such as expectations and confidence.

In the next two weeks, the market has been centered around the two main lines of 'infrastructure' and 'military industry', as well as the cores of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of State-owned Enterprises'. The main line of conceptual themes is hyped.

As a result, these mainline stocks have come out of a round without fear of any correction.

At the same time, the funds undertaken by the disk are also extremely strong and magnificent, leading to a rise in the market.

at this stage.

Funds from other traditional main lines in the market have been further siphoned by these core lines; most of the incremental funds pouring in from outside the market have been absorbed by these core lines; there are also institutional groups inside and outside the market, retail investors Numerous investor groups, such as investment groups and hot money groups, are also increasing their positions and chasing long positions in these major mainline fields.

It can be said that the ultimate money-making effect brought together by these major mainline fields.

It has already made the entire investor group inside and outside the market jealous and hot-eyed.

Of course, under the in-depth interpretation of this extreme money-making effect, the Shanghai Stock Exchange Index also continued to break through rapidly, from a position close to 2600 points to a maximum of 2850 points, an increase of nearly 10%. At the same time, the turnover of the two cities broke through and stabilized at 3500 points. 8000 million range, and the balance of the two financings has also reached the active range of billion.

"Haha, follow the main line of the market, these two weeks, I have made a lot of money."

In the face of the extremely hot trend of continuous profit-making in the market, and the trend of the breakthrough of the hot main line, the strong Hengqiang, some market investors are emotional.

"Same, 25% profit in two weeks, haha... Mr. Su is indeed the god of the market. The concept stocks held by the 'Yuhang Department' have an abnormally strong trend in the market."

"This is the truest portrayal of Hengqiang, a strong player in the market!"

"What the hell, before I knew it, the stock index was over 2800 points."

"Look, this month, the Shanghai Stock Exchange Index has two main lines of 'infrastructure' and 'military industry', as well as the main lines of conceptual themes such as 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'. Under the leadership of the leader, it is bound to launch an impact to 3000 points!"

"Hey, wait and see the grand occasion when the stock index hits 3000 points."

"I still remember the last time the Shanghai stock index hit 3000 points, it was in 09."

"After 5 years, it feels like everything is coming back!"

"This round of comprehensive breakthroughs in the Shanghai Stock Exchange Index is basically due to the main line of 'big infrastructure'."

"As I said earlier, in the entire market, only the main line of 'big infrastructure' can drive the market and gather popularity and main funds."

"Fortunately, in the past two weeks, when the main line of 'big infrastructure' made a further comprehensive breakthrough, I adjusted my position, otherwise...at this moment, I have completely lost the market."

"It is wise to rebalance positions early and decisively."

"Indeed, you still have to keep up with the core line of the market in order to make money!"

"After all, even if the market's turnover is rising step by step, overall, the funds flowing into the main lines of other markets are still very limited. Deduced from the fundamental logic of market investment, only the places where the main funds gather on a large scale can be invested in. There will be an extreme profit-making effect."

"Agreed, the line of 'big infrastructure', the accumulated funds are really too much."

"The main funds are all in the direction of 'big infrastructure' to adjust and increase their positions with confidence. Can the market of the main line of 'big infrastructure' not rise?"

"Embrace the main line of 'big infrastructure' early and make money early."

"Hey, I feel that the curtain of the 'big bull market' in the market will definitely be lifted by the main line of 'big infrastructure'."

"Soon, soon?"

"If the Shanghai Stock Exchange Index accelerates to break through 3000 points with a strong posture, it can basically determine the macro trend of the market and enter the bull market stage."

"I think it's time to call the market a bull market."

"Whether it is a bull market or not, I am concerned about whether the line of 'big infrastructure' can still rise."

"Nonsense, there is no need to ask, it will definitely increase!"

"Core stocks such as 'Huaguo Baosteel, Huaguo Construction, and Poly Real Estate' have not yet doubled their gains from the bottom. Is this a sign of the end of the main market? Obviously not... If you follow the three-wave trend If you look at it, the main line of 'big infrastructure' is at best just a wave of rising."

"Agreed, it is indeed like a wave of rising."

"Analyzing the current market, is there any main line of market investment in the entire market that is more cost-effective and hype-worthy than the main line of 'big infrastructure'? Not at all, so... At this time, don't continue to embrace the 'big infrastructure'" What else can the main line do?"

"The investment logic of 'big infrastructure' is a rare level in history. In short... the current big main line has only just stepped out of the previous extreme valuation pit. The real expected response has not yet begun. It is still the same sentence ...Currently for the main line of 'big infrastructure', all callback opportunities are excellent buying opportunities."

"I didn't believe it before, but now... I fully believe that the main line of 'big infrastructure' will definitely continue to rise."

"Where is this going? The trend at the monthly level has just begun."

"Anyway, I follow Mr. Su to make the market. As long as the 'Yuhang Department' is still locked on the line of 'big infrastructure', then I will continue to hold the shares."

"Wow, this kind of trend is really cool, making money every day."

"I feel that I don't need to wait for a callback to increase my position. I will only wait for a higher position. If you have money, you can directly catch the corresponding core concept stocks in the main line of 'big infrastructure', and you will be done if you go up."

"I agree, what the hell is I always want to wait for a callback to increase my position, but... I missed the opportunity until now."

"Hey, it's the same."

"The main force does not give a chance at all. As long as it is the core stocks of the main line of 'big infrastructure' and the core stocks held by the 'Yuhang Department', they open high and go high almost every day, or open high and go flat. There are rare declines. At the time, in short...the market funds are chasing these tickets, it is too hot."

"Don't think about cheap chips. If you hesitate for a second, you will lose a second of profit."

"Anyway, I didn't wait for the so-called pullback buying point, and I increased my position all the way, hehe... To be honest, this wave, the profit is really equivalent to the losses of the previous two or three years. They all got called back, so happy, so fucking happy!"

"Fuck, I'm envious!"

"If there is a certain investment opportunity in the market, then you have to take a heavy position."

"I am full of confidence in the future trend of the main line of 'big infrastructure' anyway. Not only my own funds, but my financing leverage has also been fully utilized."

"Strong, you dare to raise money."

"On the main line of 'big infrastructure', there are definitely a lot of funds for financing and buying. Looking at the balance of the two financings in the market, I dare say that the balance of market financing has increased from more than 6800 billion to more than 8100 in the past two months. Absolutely most of the financing increment of more than 1000 billion yuan has entered the core line of 'big infrastructure'."

"Almost, indeed."

"Who would have thought that the line of 'big infrastructure' could explode like this before? The market has generally doubled! It is really rare in the market performance in recent years."

"If everyone thinks about it, then the line of 'big infrastructure' will never come out."

"Yes, fortunately, all investment institutions inside and outside the market have significantly reduced their holdings in the direction of infrastructure in the past two years, and the valuation of the direction of infrastructure has been extremely compressed, shouting that these are sunset industries without any investment value, giving the whole 'big The outbreak of the main line of infrastructure construction has created enough poor expectations, otherwise the market for the line of "big infrastructure construction" would not have exploded so rapidly."

"The main thing is that the country has issued the macroeconomic strategic plan of 'New Era Road, Maritime Silk Road', which has completely opened up the external market, so that the traditional infrastructure industry has the power of industry expansion and new growth, without this macroeconomic Strategic planning is the underlying logic of investment, and I don’t think the mainline market of “big infrastructure” will explode so quickly and be sought after by so many major market funds.”

"There is also the main merger and acquisition policy of 'reform and reorganization of central enterprises and state-owned enterprises', which is also very important for the change of the investment logic of the entire 'big infrastructure'. With the support of this macro policy, many overcapacities, low production efficiency, and facilities The production capacity with outdated equipment can be eliminated in this way. At the same time, large enterprises also have enough motivation and ability to reasonably merge small enterprises of the same type, complete the integration of industry resources, and quickly clear the industry's internal resources. Excess capacity has caused many traditional industries to reverse the cycle."

"In short, no matter how you look at it, the line of 'big infrastructure' is the right time, location, people and harmony, and it is destined to explode in an all-round way."

"Now, after this period of scrambling for funds, the weight of institutions' holdings on this main line of investment should have climbed up, right?"

"Looking at the institutional position data disclosed in the market, the current institutional weight for the line of 'big infrastructure' has not yet reached a high level, and is still hovering at a low position. The main reason is that the market for the line of 'big infrastructure' has exploded. It was very rapid, and at the same time, in the upward trend of more than two months, there were few continuous corrections, which caused the institutional group to continue to increase their positions, but they did not find a good buying point."

"Haha... Can I say that this group of organizations deserves it?"

"How did you sell down and sell at that time, and how do you keep chasing positions to buy back now? This round...President Su has absolutely controlled most of the domestic institutional groups."

"That's not true, otherwise, how can you say that Su is always a legend in the market?"

"If the holdings of institutions in the main line of 'big infrastructure' are still relatively low, then it is certain... the line of 'big infrastructure' will definitely rise in the future."

"Everyone locks up the positions and does not sell them, let the institutions chase after the positions and lift the sedan chair!"

"There are institutional groups that continue to chase positions and carry sedan chairs. This feeling...is really cool."

"It's been a long time since I've made money so freely, thanks to the market, and to Mr. Su..."

In the extremely hot market discussion in the market, it is also the moment when the majority of investors are excited and excited, and the trading operations have fully shifted to aggressive strategies.

At this moment, in the trading room of the main fund of 'Yuhang Investment' company, which is in the midst of hot trading in the market.

Su Yu stared at the trading boards of the two markets that had entered the last hour of late trading, and asked Zhang Guobing with a smile: "Guobing, what's the result of the 'Yuhang No. 4' fund product in the securities direction?"

Zhang Guobing glanced at the background data of the fund's main control computer, and responded: "After these two weeks of continuous increase in positions, our trading team is currently targeting the 'securities' and 'Internet finance' sectors, as well as some banks, insurance companies, etc. The position increase of the target sector has already bought more than 130 billion chips, and the overall position level has almost reached half.

Among them, our positions in core brokerage stocks such as "Huaxin Securities, Huashang Securities, Huatai Securities, Huatong Securities..." are all above 10 billion. Especially for the stock of Huaxin Securities, our current positions Chips have reached 15.33 billion.

Of course, target stocks such as Chinese Commercial Bank, Huatong Bank, Minshang Bank, Huaguo Pacific Insurance, Ping An Group, Dongfang Fortune, Hengsheng Electronics, etc. have relatively large single-share positions, basically at 5 million above scale.

Moreover, for these target stocks we opened positions.

Due to this period of time, the core market of the market still revolves around the two major industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and the reform and reorganization of state-owned enterprises. ' and other conceptual themes are unfolding.

The core main funds in other markets seldom converge on the main line of our warehouse building, so that in the process of our continuous warehouse building, the cost of building warehouses does not fluctuate greatly. "

"Okay!" Su Yu nodded slightly. He was quite satisfied with the result of building a position, and reminded, "When building a position, remember not to buy too much, and keep in mind the red line of 5% of the position. Don't accidentally reach the limit. The card line, which is not good for the operation of our fund."

The 'Yu Hang 4' fund product has a total volume of 300 billion.

With this amount of funds, if you concentrate on building positions in certain stocks, it is very likely that you will accidentally touch the sign line, so... Su Yu must be reminded of this point in place.

In case, when opening a position, it touches the sign line.

Then their opening seats will be forced to be exposed, and the corresponding stocks for opening positions may be snapped up by other main funds in the market or investor groups in an instant.

This is not the result Su Yu wants to see.

Zhang Guobing smiled, and responded: "Don't worry, Mr. Su, I remember this red line for holding shares. At present, our chips in single-stock holdings still have a certain space from the line of raising cards."

"That's good!" Su Yu nodded slightly.

Then, he turned to the trading managers in charge of the first three main funds of the 'Yuhang Department' and asked: "What about you, what happened to the results of the reduction?"

Liu Yuan responded first: "After these two weeks of operations, we have basically completed the exit of marginal concept stocks and weak concept stocks on the main line of the 'big infrastructure' market, according to the strategy of reducing positions formulated by you, Master. At the same time, the overall position level of the 'Yuhang No. 3' fund product has dropped to about 60%."

(End of this chapter)