Rebirth of the Investment Era.

"What's the matter?" Noticing Lin Tingzong's unsightly expression, Gu Chijiang, the general manager of the company, asked with a smile, "Why are you not too happy when the market has rebounded across the board?"

Lin Tingzong sighed lightly, and replied: "The main reason is that I am not sure whether the rebound in the line of 'technological growth' will last. This time, although our fund is at a relatively high point in the market, we have lightened our positions in 'infrastructure' and 'infrastructure'." The core main line of the early stage such as military industry has achieved the strategy change of "switching between high and low".

However, the direction we switched to completely missed the direction of the main line of the market.

At present, we basically have no bargaining chips in the line of 'big finance', especially in the two core sectors of 'brokers' and 'Internet finance'!
If we switch to the line of 'technological growth' that we are currently heavily invested in, the subsequent rebound will not be as good as expected.

At the same time, if the two major sectors of 'Securities' and 'Internet Finance' continue to break through violently upwards, and get out of the extremely strong main rising market, if we don't give the slightest chance to pull back...then we will be quite passive in holding positions. The market's market has been largely empty, resulting in the result that the profit index does not make money, and it is very likely that the entire market will continue to suffer the consequences of the main line of "big finance" siphoning funds, so that the line of "technological growth" will appear correspondingly weak The callback trend has also caused the net value of our fund products to experience continuous retracement and continuous sluggish performance!
But at this time, we have taken the liberty to rebound on the line of "technological growth", and the volume performance is good. It seems that there is already a little sign of the end of the adjustment. When we get out of the position in this field, it is common to chase 20% from the bottom. Gains in the 'Securities' and 'Internet Finance' sector core constituent stocks.

Then, once the line of 'technological growth' forms a bottom reversal trend.

It further opened up the subsequent continuous profit-making effect, formed a double reversal of sentiment and investment confidence, and made the entire market form a parallel breakthrough trend of "big finance" and "technological growth".

At this time, it seems completely unnecessary for us to adjust positions on a large scale to pursue the main line of "big finance".

Moreover, if there is a rotation in the main line of market conditions.

We are chasing the main line of "Big Finance" at this time, and it is very likely that we will miss the opportunity of the main line of "Technology Growth" to make up for the increase, and fall into the short-term correction of the main line of "Big Finance".

So, it's a bit difficult!
The overall trend of the market is very good, but which main line is the choice biased towards?But he hesitated. "

After listening to Lin Tingzong's words, Gu Chijiang pondered for a while, and said, "Since there is no clear assurance, then we can also intervene in both main lines, giving half of the chips of the main line of 'Technology Growth' and intervening in the main line of 'Big Finance'. Carry out investment transactions with the strategy of paying equal attention to two lines and paralleling them.

In this way, no matter what happens next.

The market focuses on the development of these two main lines.

Then, we will not have the result of a large shortfall in the market, and we will also avoid the risk of concentrated positions.

When the market conditions are not so clear, we can only sacrifice part of our profit expectations and choose less risky investment strategies. "

Although the company's two main funds are in the main line of the market in this round.

They have not been able to accurately cut into the context of the market's main line of market development, and they have not been able to go from high to low, from 'infrastructure', 'military industry' and other early popular main lines, to perfectly cut into the main line of 'big finance', and eat these two or three In one trading day, the main line of 'big finance' made explosive profits.

However, they avoided the sharp drop in the previous hot main lines such as 'infrastructure' and 'military industry' in the past few days.

At the same time, in the past few days, although the trend of the main line of "technological growth" is not as good as that of the main line of "big finance", it has barely kept up with the market, which is not bad.

That is to say, although it is not perfect, it can be regarded as a relatively good position adjustment strategy.

And, compared to last year.

This year, the net value performance of the company's two main fund products is not bad, and the investor groups who invest are also quite satisfied with the current net value performance of the two main funds.

In this way, Gu Chijiang felt... This result is already considered acceptable.

"What Mr. Gu said...is right!" Lin Tingzong pondered for a while, and said, "Since we have missed the opportunity and missed the violent breakthrough trend of the 'big financial' sector in front of us, then we can only choose at this moment." A compromise plan, it is more appropriate to divide the positions and hold the chips of the two main lines."

After speaking, Lin Tingzong began to let go of the hesitation in his heart, and quickly issued corresponding instructions to the traders.

In Jingda Investment Company, the two main fund products, under the decision of Lin Tingzong, began to take advantage of the high position to reduce some of the "technology growth" stocks involved in the early stage, and then chased some of the "securities" and "Internet finance" sectors at a high level. When the core constituent stocks.

Anzhao Fund Company, also in Yuhang.

At this moment, the relevant fund managers of the company's main fund products, as well as the general manager Qin Qiuyue, and the fund manager Zhou Hui, were all in a good mood, and their eyes were shining with excitement.

"I have to say, Mr. Su is still the best!" Qin Qiuyue looked at the securities sector index that had soared to 7.65%, and said happily, "The explosion of the securities sector is so fast that it exploded. In three trading days, Generally, a rebound of more than 20% is really a rise that has lagged behind for several months, and it was made up in three days."

The explosion of the entire securities sector, as well as the main line of 'big finance', was stronger than she had expected.

Much faster.

It was only at this moment that she intuitively felt the market trend pattern of "as long as it is horizontal, as high as it is vertical", and understood how accurate Su Yu's judgment on the main line of the market is. After nearly two months of waiting here, it was finally not in vain.

Zhou Hui responded with a smile: "Mr. Qin has noticed the speeches in the internal group of the major investors of our main fund? Many investors are flattering Mr. Qin? Those big financial companies who had a heavy position on us before 'The main line of dissatisfaction, or the remarks that scolded us, all disappeared."

"This is a very normal thing." Qin Qiuyue smiled and said, "Retail investors, in the final analysis, still trade according to their emotions and judge the market situation. They are happy when it rises, and pessimistic when it falls. .”

Zhou Hui nodded and said: "Indeed, this is also the reason why our big A market is often extremely optimistic when it is optimistic, and extremely pessimistic when it is pessimistic. The market pendulum effect is extremely strong. The mainline market, or the overall valuation of the entire market, is always influenced by emotions. Without a reasonable pricing mechanism, there will be no so-called slow bull trend.

As long as the structure of the investment community does not change.

Then, the fundamental situation that the big A is dominated by emotions will probably not change, and it is presumably the norm. "

"You mean...we don't need to be overly optimistic, right?" Qin Qiuyue looked at Zhou Hui with a smile.

Zhou Hui nodded lightly and said: "Well, I think we should still have a clear understanding of the market. Although the pendulum effect of the market is inevitable, overestimation is overestimation, and underestimation is underestimation. No matter how the market changes, the valuation Reversion to the mean of , always happens.

What is investment profit, what is risk profit, what is emotional premium, and what is valuation restoration.

As fund managers, we should still be clear.

But at present, the market sentiment has entered a fiery stage, and the "bull market expectation" has gradually penetrated into the hearts of the majority of investors in the market.

It is estimated that this fiery money-making effect in the market will continue for a long time.

Let alone half a year or a year is possible.

In the past six months or a year, we still don't have to worry too much. We can conduct investment transactions and make orders according to relatively aggressive investment strategies. "

"Agree!" Qin Qiuyue said with a smile, "Keep a clear head, but still follow the market trend."

Between the two of them talking...

The trading hours of the market have unknowingly shifted to around 10:30.

I saw that after an hour of intense trading in the entire market, the current market pattern has gradually stabilized, forming the main line of 'big finance' leading the rise, 'technological growth' supplementing the rise, 'big consumption', 'non-ferrous metals' "Cycle" and "Chemical Petroleum" follow the fluctuations of the broader market, and the main lines of "Infrastructure" and "Military Industry" have retreated and adjusted slightly in the previous few trading days, recovering the market trend of decline.

And in the case of the overall market pattern, gradually fixed.

The time-sharing trading volume performance of the two cities also began to gradually stabilize at this time.

Finally, when 11:30 p.m. came and the two markets ushered in the midday closing time, the Prev Index remained oscillating at the intraday high. The index rose by more than 50%.

That is to say, the overall market structure is a partial weight adjustment.

However, most heavyweight stocks, as well as small-cap concept stocks, have soared at the same time.

Among them, the main line of 'big finance' has received much attention.

At the close of trading at noon, the 'securities' sector index rose by nearly 8%. In the entire sector, there were only 7 stocks that had not yet closed their daily limit; The daily limit of Tongtong Bank; the 'Internet Finance' sector is still second only to the securities sector, and there are still more than 4 stocks in the sector. The daily limit was sealed, and the half-day turnover reached about 10 billion.

With such a closing situation...

In the entire market at noon, there were heated discussions among the broad investor groups.

Everyone's expectations for the market situation, as well as the market performance and emotional performance of the market that has come out, are still extremely excited and excited.

And off the market, there are countless new investor groups.

Still continue to actively enter the market, securities companies' financing and financing business, as well as new account opening business, are still busy.

Moreover, the regulators, the regulators who review new fund products, are also extremely busy at this moment. According to internal information, within half a day, more than 300 new fund products have been approved and declared.

There are also a lot of 'Southern money' groups living in Hong Kong.

At this time, look at the continuous profit-making effect of the extremely burst A-share market.

Can't wait for the opening of the 'Shanghai-Hong Kong Stock Connect', they have borrowed other ways to go north to enter the market.

Under the influence of these emotions, as well as the news, and the money-making effect of the market itself bursting...

Even the news at noon was calm.

Wait until the market reopens for trading in the afternoon.

There was still a wave of rapid buying in the entire market.

This wave of rapid buying almost unanimously poured into the already very popular mainline field of "big finance", like adding fuel to the fire, pushing the entire "securities" sector once again to the road of collective daily limit.

At 2:05 p.m., with the core weight stock of 'Huaxin Securities', the daily limit was raised again.

The brokerage sector index hit a 9.42% increase. In the entire sector, except for a few brokerage stocks that were suspended, all other brokerage stocks hit the daily limit.

Moreover, at this moment, the intraday turnover of 'Huaxin Securities'.

Compared with yesterday, it was even more extremely explosive, reaching the 100 billion intraday turnover threshold, setting a new high in the intraday turnover of individual stocks in the past 5 years, and once again shocking all investor groups participating in market transactions.

"Fuck, 100 billion turnover!"

Seeing that "Huaxin Securities" sealed the daily limit after the explosion of 100 billion funds, the eyes of countless investors in the entire market were full of shock, and in an instant, countless people also expressed emotion.

"Oh my God, I remember the beginning of the year, last year and the year before last, when the two markets were at their lowest, the combined daily turnover of the two cities was only over 100 billion yuan. Now, the daily turnover of a single stock, 'Huaxin Securities', was . It has reached the 100 billion level, what the hell... Niubi, I am really convinced!"

"It's a shocking scene. I don't know who is the master of 'Huaxin Securities' today?"

"No matter who it is, this scene is too shocking!"

"100 billion, that's 100 billion, the market is crazy!"

"This explosion is so explosive... the three views have been shattered."

"So many institutions before said that the market capital is not good. Is this a situation where the capital is not good?"

"It's completely unimaginable. Can anyone tell me why the market has exploded so rapidly recently? What the hell, the turnover of a single stock has exceeded 100 billion."

"The fundamental reason is that the market is not short of funds."

"What is the lack of funds? At present, the confidence in the property market has not yet recovered. As soon as the market's money-making effect comes out, naturally countless active funds outside the market will all pour in. To be honest...under this situation, the market's turnover of 6000 billion The performance is really not surprising.”

"Yes, yes, in the final analysis, at this time, there is no 'vampire' effect of the real estate market."

"And the positive document from the central bank last night, right?"

"Well, everyone found that the central bank is going to make a monetary policy shift and further release the currency liquidity in the market, so more funds will naturally be squeezed out."

"Sure enough, confidence is more important than gold!"

"No, it turns out that as long as the market's investment confidence can be fully established, and the market can have a sustained profit-making effect, the amount of energy and funds will not matter at all."

"Damn it, it really feels like everyone is scrambling for funds."

"If you don't grab it now, when will you wait?"

"Get the bargaining chips early and make money early. The 'Huaxin Securities' stock that chased high positions at the opening of the market yesterday has already made a profit today."

"I'm chasing 'Oriental Fortune' too!"

"After the index breaks through 3000 points, it's really a no-brainer to buy. You can make money by buying anything."

"Looking at today's market, there are more than 2000 stocks, and more than 1900 stocks are red. If you buy with your eyes closed, you can make a lot of money!"

"Since I entered the market, I haven't encountered such a market before. As expected... It's better to come early than to come by coincidence!"

"The securities sector has collectively raised the limit for two consecutive days. This trend...is really too fierce. It seems that the Shanghai Stock Exchange Index will not be able to stop the 4000 points at the end of the year."

"From a technical point of view, after the Shanghai stock index fluctuated sideways for more than a month, it is obvious that it is continuing to break through."

"On the whole, this is a second-wave trend, right?"

"It's definitely the second wave, 3000 points... This is not just at the foot of the mountain. At this time, we must hold on to the bargaining chips and only increase positions, not reduce positions."

"Such a good market, it wasn't a trick before, who would sell it?"

"I used to say that the main line of 'big finance' has accumulated trillions of chips locked up in the market, and it is impossible to pull it up. Looking at it now...it's a shame!"

"It's not the first time that these organizations have been slapped in the face, so it doesn't matter."

"I feel that in the past two or three days, the market volume of 6000 billion can explode, especially the entire main line of 'big finance', with a daily turnover of more than 500 billion. The volume of this level can be expressed, and I feel that the entire main line of 'big finance' The bargaining chips held up in the early stage should have been loosened by now, right?"

"It must be loose. You can tell by looking at the chip distribution structure of many stocks."

"Sell it. At this time, I can't wait for those guys who were killed in the 'big finance' field to sell more, so that they have the opportunity to pick up chips at low positions!"

"Indeed, the line of 'big finance' is currently a buying point for all declines and pullbacks."

"Hey, it's irritating to say it. This morning, I was planning to buy the stock of 'Western Securities', but I just didn't buy it. I just canceled the order and wanted to call 'Huaxin Securities' and missed it."

"In this situation, once the core leading stocks are closed, it is usually difficult to open."

"The market sentiment is so hot, it's okay not to chase the leader, but to follow the trend of stocks, it's really just making money!"

"Well, I have already bought the check for 'Shanghai Steel Union' which has not yet had a daily limit. I hope that this concept leader, which performed explosively last year, will also perform beautifully this year."

Amidst the heated discussions among everyone...

Time arrives at 3pm.

After intense trading, the two cities ushered in the close.

I saw that the Shanghai Index opened higher and moved higher, and finally fixed at 3051.22 points, up 2.87%; the Shenzhen Stock Exchange Index and the ChiNext Index rose by 2.97% and 3.21% respectively; A concentrated daily limit, closed up 50%, while the small and medium-sized board index closed up 4.65% driven by the "Internet Finance" sector across the board.

In addition to the overall surge in the index of the two cities, the turnover also increased sharply, reaching 6312.98 billion.

Compared with yesterday, the volume continued to explode.

Moreover, when the stock 'Huaxin Securities' finally closed, a total of 112.39 billion was traded within a day, reaching a new high in the turnover of individual stocks since the stock index rebounded from the 2000 point at the beginning of the year. 100 billion in stock.

As for the performance of the main lines of the market.

The securities business sector collectively rose by the limit, with an increase of 9.47% within a day; the "Internet Finance" sector increased by 6.11% within a day; film and television media, domestic software, Apple concept, smart city... and other concept sectors in the main line of "technological growth", the increase was average It varies from 3% to 4%.

Other main line sectors such as 'big consumption', 'non-ferrous cycle', 'petrochemical industry', etc.

It is basically between 1.5% and 2.5%, which is slightly weaker than the performance of the index, but the core stocks in its sector have basically kept up with the increase of the index.

However, the previous months have been soaring, and the core main lines such as 'infrastructure' and 'military industry' have been apparently abandoned by the active capital groups in the market recently, as well as the 'Eurasian Economic Belt', 'New Era Road, and Maritime Silk Road'. , "Reform and reorganization of central enterprises and state-owned enterprises" and other conceptual themes such as the main line of shocking blockbuster concept group.

It rose slightly today.

Many related industry sectors and concept sectors rose between 0.5% and 1%.

On the whole, although these major mainline fields still seriously underperformed the market index, they finally did not continue to fall, and judging from the intraday market, there are also a lot of bottom-hunting funds entering these fields.

Of course, though.

These main line fields, and their related concept sectors, still seriously dragged the back legs of the two cities today, and became the main line fields leading the decline in the two cities. They also restricted the Shanghai Stock Exchange Index. The securities sector collectively rose by the limit, and the insurance and banking sectors rose by more than 3%. In the end, the reason why the Shanghai Index still underperformed the Shenzhen Index and the ChiNext Index.

However, overall...

Although the market trends of the main lines such as "infrastructure" and "military industry" in the early stage are not satisfactory.

However, the overall profit-making effect of the market, as well as the continued enthusiasm of the main line of "big finance", are still clearly stimulating the nerves of off-market investors in the market, and are more deeply implanting the "big bull market expectations" into the market. In the hearts of all investor groups inside and outside.

Compared with the previous big main lines such as 'infrastructure' and 'military industry', it has driven market sentiment and investment confidence.

Today's "big finance" main line of continuous riots and the condensed extreme money-making effect are obviously stronger and more violent.

After the market closes.

Discussions between investor groups in the two cities, as well as emotional outbursts, are still raging.

Especially at 5:30 in the afternoon, when the dragon and tiger lists of the two cities were announced, everyone found that on the dragon and tiger lists of 'Huaxin Securities', the seats of the 'Wealth Road' of the 'Yuhang Department' were still being bought, and The buying funds are still as high as more than 2 million yuan, and everyone is directly petrified.

"Oh my god, is Mr. Su... crazy?"

When the Dragon and Tiger list of "Huaxin Securities" blinded everyone's eyes again, everyone couldn't believe it. Even the main hot money in Yuhang main hot money group where Su Yu was, faced with The data of the dragon and tiger rankings also burst into my heart.

"This kind of extreme scrambling for funds is really rare. Didn't Mr. Su have a position in the 'securities' sector before?"

"No way? It shouldn't be!"

"Then why did you put in so many chips in the securities sector for three consecutive days? The check from Huaxin Securities alone should have no less than 30 billion funds."

"If Boss Su really didn't lurk before, and directly pulled the market... Hehe... Then the market of the securities sector is really going to be a continuous short-squeeze market."

"My God, according to Mr. Su's buying news, it can't be true, right?"

"Then the bargaining chips in the securities sector, why don't you go crazy?"

'Isn't it crazy now? "

"Fuck, President Su really hasn't exhausted all the chips in the main line of 'infrastructure' and 'military industry' by now?"

"Probably not? Looking at the holdings of the institution 'Anzhao Fund', the other party started almost two months ago when the 'Yuhang Department' under the leadership of President Su announced the market holdings and disclosed the net worth. Large-scale establishment of the mainline bargaining chip of 'Big Finance'! Logically speaking... the changes in the investment direction and core positions of several main funds of the company 'Anzhao Fund' must have been influenced by Mr. Su."

"It's hard to say, until now, on the core main lines of 'infrastructure' and 'military industry', President Su's seat on the 'Wealth Road' has not appeared. It stands to reason that President Su is on the core main lines of 'infrastructure' and 'military industry'." , but holding hundreds of billions of chips, it is difficult to avoid the dragon and tiger rankings with such a huge chip size, right?"

"Anyway, today's 'Huaxin Securities' is out on the dragon and tiger list. There are really more guesses. At present, no one can gain insight into the holding structure of Mr. Su's 'Yuhang Department'."

"Regardless of whether the 'Yuhang System' under the leadership of President Su has lurked the main line of 'big finance' in advance, I feel that the short-squeeze market of the main line of 'big finance' will definitely follow."

"Agreed, what the hell, the line of 'big finance', the expectations are too strong!"

"However, expectations are strong, and there should be differences tomorrow, right?"

"Well, the turnover of 'Huaxin Securities' has reached 100 billion today. Tomorrow, there will definitely be some differences in the direction of 'big finance'. The funds involved in the direction of 'big finance' in the early stage will obtain more than 20% of the funds in the short term. After the huge profits, there will definitely be a strong desire to reduce positions and take profits."

"The divergence is just right, I'm just waiting to buy it."

"Western Securities' check seems to be the absolute leader in the securities sector this round. I feel that after the opening of the market tomorrow, there is a high probability that the daily limit will be sealed, and there will be a four-board space, right?"

"Based on the data of 'Huaxin Securities' today's dragon and tiger list, there will be no big problem for Western Securities tomorrow."

"We still have to see how the check for 'Blue Stone Reload' will be paid out tomorrow. Your sister, the 24 daily limit is simply blinding the eyes of the market, and the three views are blown."

"The key is that the regulators have stopped investigating recently. This is a very important signal!"

"'Blue Stone Heavy Equipment' is a new stock, how to check it? And if the new stock is not allowed to be speculated, how can the IPO issue be carried out? Isn’t that the regulator’s face? The big leaders have said that the capital market must be active. At this stage, the regulators should turn a blind eye to the excessive hype in the market."

"Hey, analyzing from the direction you mentioned... I feel that the branch line of 'sub-new shares' still has a lot to do!"

"Something has to be done. It's a pity that among the newly listed new stocks, there are no stocks with the concept of 'big finance', otherwise it will definitely explode directly."

"There should be a follow-up, but I don't know how long the fire of 'Big Finance' will last?"

"According to the calculation of at least 100 billion incremental funds coming in for several consecutive days, at least half a month's continuous market, or even a one-month continuous main rise is the minimum."

"At least for now, the 'big finance' line is nothing to worry about."

"The check for 'Blue Stone Reload' was actually a bit heavy at the end of the trading session, and the funds were a bit rushed. I feel that the 25th board tomorrow will not be so easy to seal."

"The main reason is that the position is too high, and the funds that dare to undertake have been greatly reduced."

"It's true that I'm not afraid of heights, but I don't dare to take the position of 'Blue Stone Heavy Equipment'."

"The best new stock in history, is there any?"

"It is also a new stock with the biggest difference in market expectations before and after listing. It is ridiculous to think of the agency's target price of 1.85 yuan before the listing of this check. It is almost 15 times worse than the current market price."

"The securities sector, after three consecutive days of extreme surges, should be purely a paradise for big money in the future. If it is really short-term, I think there are more opportunities in the 'Internet Finance' sector."

"Agreed, securities, insurance, and banking are the core major sectors of 'big finance'. Most of the follow-up trends should follow. They are indeed a paradise for big funds. In the 'Internet Finance' sector, currently, except for 'Oriental Fortune' and 'Hengsheng' Electronic "two checks" and other concept stocks are basically small and medium-cap stocks with a market value of less than 100 billion or even around 100 billion. They are obviously easier to speculate, and their flexibility is also higher than that of the "big financial" main line stocks on the main board. The hype in this direction is obviously better.”

"There are also venture capital, shareholding funds, and private equity financial concept stocks. Can we also dig deeper?"

"At present, these concepts are not very pure financial stocks. There should be no rush. When the pure financial concept stocks are finished, when the major sectors of securities, insurance, banking, and Internet finance rise to a point where the divergence of funds is even greater, and the stock price obviously exceeds the market. At that time, active speculative funds should be able to dig and speculate on these low-level concept stocks."

"In short, it is right to follow the 'Internet Finance' sector first."

"I don't know if Mr. Su's layout chips in the direction of the 'Internet Finance' sector have been sold?"

"Whether Mr. Su sells it or not, the market should not be able to avoid the 'Internet Finance' sector."

"Yes, I will continue to do 'Flush Flush' tomorrow. I am quite optimistic about this check. At the same time, the trading software platform, Flush Flush has more users than 'Oriental Fortune', but in terms of market value, it is 3 times worse. There is obviously a need for supplementary growth. Of course, the business model of Oriental Fortune is definitely different, and with the blessing of the acquired securities company business, the market value and performance expectations should be higher, but this is too high. too much."

"Also bullish on 'Straight Flush' stock..."

During the continuous update of news in the group, the discussion on the whole network regarding the data of the "Huaxin Securities" Dragon and Tiger List, the follow-up market trend, and the financial institutions of the "Yuhang Department" has not stopped, and continues to become more popular and more popular. The explosive situation is advancing, and there are more and more pure new investors who don't understand the stock market at all, and who don't understand stocks, begin to pay attention to the market under the ferment and spread of these news and speeches.

At this moment, inside the Yuhang Investment Company where Su Yu works.

In the trading room of the main fund, Su Yu looked at the data of the dragon and tiger list released by the two cities with a smile, as well as the increasingly explosive market investment sentiment, feeling happy in his heart.

"Today, you let No. 1 and No. 2 funds continue to buy the stock of 'Huaxin Securities' and leave a name on the Dragon and Tiger List. The main reason is to make our institution have a strong presence in the securities sector and the entire major financial line. Seeing Su Yu’s expression, Li Meng, who was standing beside him, pondered for a while, then said, “Giving the market a wrong direction and interpretation will prompt the ‘big finance’ The market development of the main line is more radical?"

Su Yu nodded slightly, and praised: "Smart, that's what it means. Our capital is too large. In terms of main line investment, in addition to guiding the main line of the market's emotional changes, we must also guide the market's main funds from all walks of life. For our position structure expected changes.

We can't let them fully guess our position structure and trading motives.

Otherwise, we will easily be trapped in our own cocoon and be restricted by the main line market that we have pulled out.

After all, in this world, there are not many major capital groups who are willing to carry the sedan chair for others selflessly.

If everyone knows that we are in the direction of "big finance", especially in the two major sectors of securities and Internet finance, the weight of our holdings has approached 480 billion, then... when the emotions and expectations of these two sectors have slightly changed If it is exhausted, the funds undertaken at a relatively high position will rapidly and sharply decrease.

At that time, our extremely large positions will not only help the development of the main market, but will also help.

On the contrary, it will form a certain containment and restriction.

But when everyone thinks that we don't have many positions in this field, and that our holding costs are similar to everyone's, then the enthusiasm for funds to continue to rush for follow-up in these fields will greatly increase, and the continued pressure in the direction of "big finance" The null effect will also be stronger.

Before, when we were out of the main lines such as "infrastructure" and "military industry".

Try to avoid the dragon and tiger list data.

It makes it impossible for everyone to guess how much leverage we have in the main line of 'infrastructure' and 'military industry'.

On the one hand, it is indeed in order not to cause violent shocks in the market, not to damage the overall pattern of the market, and not to severely hit the investment sentiment and confidence of the market.

On the other hand, I also want everyone not to give up the fluke fantasy in their hearts, which creates an expectation that we still have positions in the fields of "infrastructure" and "military industry", making everyone think that we have not had time to fully adjust positions and carry out Market 'high and low toggle' operations.

And now, in order to avoid excessive market speculation on our institutional positions.

In the initial stage of the main line of "big finance" is still increasing, we must try our best to show our attack direction, show our motivation as much as possible, attract more funds to follow suit, and create a higher market space. up.

In the early stage, we had to hide our actions, but now, we have to selectively expose seats actively, so that everyone can clearly guess our actions. "

"Understood!" Li Meng said with a smile, "Since our organization is already at the focus of market attention and on the cusp of the storm, we must use this extremely high degree of attention to actively guide the capital group and give us hope The direction of the market will be gathered together to further expand the space for us to grab profits from the market." (End of this chapter)