The investment era of rebirth

Chapter 426 Patience and Calmness in Trading!
"Fuck, President Su's 'Wealth Road' has appeared again!"

At the moment when the market's dragon and tiger list was refreshed, and the seat of 'Fortune Road' was on the dragon and tiger list, news broke out again in the Yuhang main hot money group where Su Yu was.

"Not only did it show up, but it was also a pure net sale!"

"Sell Huaguo MCC for 1.1 million yuan, Gemdale Group for more than 8900 million yuan, and China Fortune Land Development for more than 5300 million yuan. Oh...oh my god! Mr. Su is determined to reduce the holdings of 'infrastructure' and 'state-owned enterprises' on a large scale. The core stocks of the two main lines of reform, it seems that the two main lines of the market are really nothing to do."

"Hey, the 'Yuhang Department' funds are sold like this, and the market will probably be over tomorrow."

"If you don't sell the funds of the 'Yuhang Department' in this way, the market will probably be over tomorrow. Looking at today's market trend, the rebound cannot continue at all, okay?"

"Indeed, the market is going like this today, how can there be any rebound?"

"One word, weak!"

"Hey, I really shouldn't have any expectations yesterday. Today is really a lightning quilt, and I can't even cut the meat. Now it looks like... next week when the market opens, I have to continue to cut the meat!"

"Who would have thought that the market wouldn't even be able to sustain a two-day rally?"

"I was still deceived by yesterday's trend. I shouldn't have accepted Beijiang Communication Construction. If I didn't cut it fast today, I would have hit the limit."

"Hey, I didn't expect that Dongfang Wealth would have no continuity!"

"That's right, I don't understand why Dongfang Wealth's check has gone out like this today."

"Dongfang Wealth's check rose inexplicably yesterday and fell inexplicably today. It's a bit strange to be true."

"There is also the Shanghai Steel Federation. I asked this check relay. What is wrong? The outrageous thing is that this check actually hit the limit at the end of today's trading. Do you dare to think about it?"

"It's nothing to dare to think about. Beixin Road Bridge, the most popular leader in the two cities, isn't it also at the limit?"

"Beixin Road and Bridge's lower limit is still expected. The check was issued yesterday, and I knew that there would never be a high premium in today's trend. After all, a 20% profit margin for a floor, yesterday's bottom-hunting funds , In the case of a large profit today, a fool would not sell."

"Hey, a few cheques will directly bring down the entire audience!"

"It's no wonder that a few leading tickets didn't have a profit-making effect and market space. It's really a lack of market synergy!"

"The main reason is that there is not enough confidence, and the high-level follow-up effect of various funds is not strong. This has led to the crazy diving trend in the market at the end of today."

"Actually, when the market opened in the afternoon, when everyone heard the news that the 'Yuhang No. 3' fund was sold out in half a day with a scale of tens of billions, the market still had a chance of continuing to rebound and a turnaround trend. , The market pulled up a wave, no one followed, and the follow-up will naturally collapse.”

"Well, the rapid rebound in the afternoon did look a bit decent."

"How can it be reversed? Market confidence is simply insufficient."

"It's useless to say anything now. Anyway, it didn't come out. According to the situation tomorrow, we can only cut the flesh."

"Tomorrow, I'm afraid that the index will directly open lower, and it will break through 2300 points again. Hey... I hope the index will go to the end. Don't be slow, and there will be another wave of negative decline."

"The market has shrunk so severely today that most of the continued negative declines will not be able to run away."

"The two core themes of 'infrastructure' and 'state-owned enterprise reform' are mostly hype over, right?"

"The hype process of the two core main lines of 'infrastructure' and 'state-owned enterprise reform' can be seen from the check of Beixin Road and Bridge, and it is likely to be completely over."

"In fact, the long-term expectations of the two core themes of 'infrastructure' and 'state-owned enterprise reform' are still there."

"Long-term expectations must be matched with the confidence of the market to produce a chemical effect. Otherwise, no matter how good the expectations are, it is impossible to generate market prices."

"If you want me to say, it is too early for the IPO market to restart, and it shouldn't be restarted at this time."

"Indeed, the blow to market confidence is too great."

"The key is the current market. There is no other main line market direction. Can it undertake the two main lines of 'infrastructure' and 'state-owned enterprise reform' and continue the market's profit-making effect? ​​If at this time, there is a low-level main line market that can be done, the market can form a market. The market trend of high and low switching continues to maintain the continuous profit-making effect of the market, so I feel that the market's follow-up investment confidence can still be restored."

"Other main market directions? Finance, medicine, cycles?"

"How is it possible? These major directions are not as good as the future imagination space of the two core main lines of 'infrastructure' and 'state-owned enterprise reform'."

"Expectations are still investors' expectations!"

"As long as there is a strong expectation of the future, it will be easy to handle."

"The excavation of the mainline market is not that simple. It requires a huge main force to take the lead, and after the market is pulled out, the mainline logic can be recognized by the majority of funds in the market, and everyone can form a joint force. Let's talk about the current market...what? All the way funds have the ability to leverage the market?"

"Except for the 'Yuhang Department' funds managed by Mr. Su, the other major funds in the market really don't have the courage."

"But now, President Su is in a state of complete retreat!"

"This is the evolution of the market. The worst part is that with Mr. Su's current influence on the market, if the market continues to sell and the market wants to recover, it's just a dream in the short term."

"In short, the short-term market, definitely don't think about it."

"The long-term market is also difficult. Who knows if this wave will continue, and the stock index will hold at 2200 points?"

"Won't it fall back into the big box of 2200 points to 2000 points again? Then the almost two-month market onslaught, the market volume that was finally created is really a waste of effort."

"Hey, it's hard to say, who knows?"

"I hope it won't fall back below 2200 points. As long as the index holds up at 2200 points, the market will probably change very quickly. If it really falls back into the big box, it may not take half a year. It is true that the market will improve. Disaster."

"No matter where the index eventually falls back, no matter whether 2200 points can be supported, since the current market capital, sentiment, and news are not optimistic, and Mr. Su has continued to express his attitude on the dragon and tiger list, then I can only It’s a temporary retreat and a short position.”

"I also want to short positions, but unfortunately I got caught today."

"Let's cut it off if you don't lose too much. I think the time for the market to be difficult has not yet come."

"The days at the beginning of May, when I think about it now, it was really a dream, hey...the market won't really go out of control, right?"

"Five poor and six unique? So you can turn around in July?"

"Hehe, the IPO will really land, that is, the first batch of new shares will be listed, probably in early July. It is really possible to say that we can turn around in July!"

"Let's take a step and see one step at a time."

"Anyway, it will be impossible to maintain optimism. We must change our trading strategy and be more conservative."

"Agreed, let's do it with a light position. I can't bear the loss of a heavy position. Last week, I took a heavy position with a limit, and almost took in all the profits of the previous half month."

"When the effect of making money weakens and the effect of losing money increases, it is actually time to rest."

"Hey, we still have to learn how to sell short positions!"

"The one who can buy is the apprentice, the one who can sell is the master, and the one who can sell short is the patriarch. I didn't understand this before, but now I think...it's so fucking right."

"Looking at Mr. Su's transaction records, he's really as quiet as a virgin, as if he's moving like a rabbit."

"Yes, Mr. Su basically retreats quickly after one blow, and then takes a light position, or waits for the next important opportunity."

"This is the top master!"

"It's a pity that I can't learn it. I can only envy you."

"Hey, don't be envious, I can't learn it anymore, but it doesn't prevent me from grabbing a lot of shares in the 'Yuhang No. 3' fund that President Su is in charge of today."

"Damn it, I've grabbed the share, ox!"

"How much was robbed? If the top price is 1000 million, can you transfer it to me for 500 million, and I will buy it at a premium of 5%."

"Only 700 million shares, so much idle funds in hand, but to be honest...it's really hard to grab. I've been stuck for a long time when I applied online."

"If you grab it, you earn it, envy!"

"Speaking of which, Mr. Su is issuing a new fund at this time, and it is still 100 billion in scale. Is he holding back some big moves? What do you think of the 'Yuhang No. 3' fund issued today? Can the release explain President Su's attitude towards the market?"

"Should it still explain some of President Su's attitude towards the market?"

"Looking good, or looking bad?"

"Of course I'm optimistic. If I'm bearish, what's the purpose of issuing new funds at this time?"

"I also think it is optimistic. I guess Mr. Su should have some thoughts about the market outlook in his mind. After all, after the new fund is successfully issued, the next step is to consider opening a position, right? The scale of 100 billion... such a large scale, can you The layout can only be possible with major themes like 'infrastructure' and 'state-owned enterprise reform'."

"Hey...Analyzing the direction of the new fund issuance, it seems that there is indeed such a possibility!"

"Then let's keep an eye on the movement of the product of the 'Yuhang No. 3' fund first, and then take a look at it later. I don't think it will take long. President Su will definitely make some moves."

"No matter which direction you look at it, since the 'Yuhang Department' has issued the third main fund so urgently, it means that their follow-up views on the market should not be too bad."

"But if the follow-up market situation is not too bad, where is the turning point logic of the market?"

"I don't know. If I knew, I would be President Su."

"Just keep an eye on Mr. Su's trading position. If the next wave of major market trends like 'infrastructure' and 'state-owned enterprise reform' occurs, Mr. Su will definitely expose his trading position on the Dragon and Tiger List."

"It makes sense, let's keep an eye on Mr. Su's 'Fortune Road' seat first."

"Yes, you must keep an eye on it. If you don't see a rabbit, don't scatter the eagle. If you want to follow the trend, you must follow the trend unconditionally."

The news in the group is refreshed rapidly. All the hot money who are most sensitive to the development of the market, when the pessimism is spreading, at the same time, they are ingeniously linking the successful issuance of the 'Yuhang No. 3' fund to Su Yu's views on the market outlook. Together, there are countless associations.

And similar to this group of hot money...

At this moment, other domestic private equity institutions, public equity investment institutions, and even retail investors in the general market are surprised to see that the seat of "Fortune Road" has been listed on the Dragon and Tiger List of the two cities again, and the net-selling seat once again appeared, and the discussion is hot , is also unprecedentedly intense, and various interpretations can be described as endless.

Of course, as the central figure behind the trading seat.

At this moment, Su Yu basically laughed off all kinds of speculations, discussions, interpretations, etc. from various places in the entire market and various discussion forums.

"Isn't it too high-profile for us to do this?"

After browsing the Internet, there were many discussions and guesses about the important trading seat of the company's main fund, that is, the seat of 'Fortune Road'. In the trading room, Li Meng frowned slightly, and said with some concern: "The discussion is too hot, if this continues ...I am afraid that in the eyes of the regulators, our institution is suspected of using trading seats to manipulate market sentiment, manipulate market stock prices, and seek personal gain."

"Not at all." Su Yu responded with a smile, "We didn't do it on purpose."

"However, the influence of the important trading seat of our institution, 'Wealth Road', is indeed growing." Li Meng said, "It is true that all fund trading seats cannot be bound to this trading seat. Otherwise, our capital will grow bigger and bigger, and we will only become more and more passive.”

Su Yu nodded and said, "That's for sure, and that's why I asked you to apply for an institutional seat."

"Master, the market's investment sentiment has completely turned negative. It is estimated that next... the market should adjust downward again at an accelerated pace?" While Su Yu and Li Meng were talking, Liu Yuan seriously reviewed the market and said, "If the price is 2200 If we use [-] point as the index adjustment expectation, then the time and space should not be long, if we want to make deployment one step ahead, shouldn't we make some plans?"

Su Yu pondered for a moment, then said, "Don't worry, the space and time for market adjustment will not pass so quickly."

"After the 'Yuhang No. 3' fund is officially closed for operation, which direction should the initial bottom position be established?" Liu Yuan paused, and then asked, "Keep in touch with 'Yuhang No. 1' and 'Yuhang No. 2'. No. 'Fund consistent?'

"What do you think?" Seeing that Liu Yuan was quite active in asking, Su Yu asked back.

Liu Yuan thought for a while, then shook her head and said, "Currently, I still can't see the long-term direction of the market. Perhaps the two main directions of 'infrastructure' and 'state-owned enterprise reform' are still the most strongly expected by the market in the future. The direction of the core main line with the most room for imagination, but the current internal chip structure of these two main lines is not ideal. If you want to lay out in the direction of these two main lines, you may have to wait until the internal chip structure of these two main lines is re-stabilized. And it’s better after the time and space are adjusted.”

"Then let's wait until these two main line directions, the internal bargaining chip structure is re-stabilized, and the time and space are adjusted." Su Yu responded with a smile, "Investment is a matter that tests patience. There is no good opportunity and attack direction. , then let's rest."

"When the opportunity comes, we can't hesitate."

"But the opportunity is not clear, the market direction is not clear, and when we are not sure, there is no need to force it to take some uncertain chips."

"Calmness and patience, from beginning to end, are the best two magic weapons in this market."

"Understood!" Liu Yuan replied earnestly, realizing that she was too impatient.

Li Mengmeng Su Yu's words were somewhat impolite, so he couldn't help smiling, smoothing things over and saying: "Master Ni is like this, he is not polite at all when he trains people."

"It's okay." Liu Yuan responded, "I can learn a lot from Master."

What she said is all the truth. In the past year, since she entered Yuhang Investment, the financial market trading strategies, experience, knowledge, etc. she learned from Su Yu are basically better than her previous life. Many, but also let her personal ability, has been greatly improved.

Therefore, she is grateful to Su Yu from the bottom of her heart.

Naturally, in the face of some reminders and reprimands from Su Yu, he would not really care about it.

"President Su..." At the moment when Li Meng comforted Liu Yuan, Liang Bin, the manager of the company's venture capital department, suddenly knocked on the door of the trading room before leaving work, with an excited expression on his face. Authentic, "The 'Ville Semiconductor Company' you asked us to contact before has results!"

(End of this chapter)