The investment era of rebirth

Chapter 460 The market influence of the funds of the "Yuhang Department"!
"Today, the Yuhang Fortune Road Sales Department of Huashang Securities bought more than 30 billion yuan?" At this moment, Liao Guanghua, the general manager of Yanjing, the self-operated investment department of Huashang Securities, received the document from the assistant, with a look of surprise on his face. With a look on his face, he asked anxiously, "Is the 'Yuhang System' dispatched?"

The assistant responded: "It should be, Yuhang Fortune Road sales department, except for the 'Yuhang Department' funds, no one has such a large amount of funds."

"So, today's funds for the two core lines of 'infrastructure' and 'state-owned enterprise reform' are the 'Yuhang Department'?" Liao Guanghua said, his eyes hastily refocused on the two markets that had already been fixed. , ordered the fund manager Wu Dayong on the side, and said, "Dayong, take a look at the core constituent stocks of the two lines of 'infrastructure' and 'state-owned enterprise reform' that have changed today."

Wu Dayong responded, and then called out the corresponding target stocks.

"It should be right." Liao Guanghua stared at the boards of many target stocks, pondered for a while, and sighed, "The handwriting is not small. To kill a carbine in this position is amazing, amazing!"

"Mr. Liao, are you sure the funds from the 'Yuhang Department' are on the tray?" Hearing Liao Guanghua's emotion, Wu Dayong continued to ask subconsciously.

Liao Guanghua smiled lightly, and said: "Today's turnover of the Yuhang Fortune Road sales department can't fool anyone, with an intraday turnover of more than 30 billion. Only this sales department, except for the funds of the 'Yuhang Department', will not There are other people who can achieve this volume of intraday trading, so there is no mistake."

"I really didn't expect that the funds of the 'Yuhang Department' would return to the core market lines of 'infrastructure' and 'state-owned enterprise reform'." Hearing Liao Guanghua's decisive answer, Wu Dayong couldn't help but sigh, " Today's "Yuhang Department" funds are basically blood chips in these two main lines, and they have intervened in these two main lines in such a large amount, it should be sure that in the follow-up trend of the market, these two main lines can continue to grow. Set off a relatively big market, right?"

"There is no doubt about it!" Liao Guanghua nodded in response.

"However..." Wu Dayong paused for a moment, and continued, "Why are they so determined? Judging from the previous market trends, it is obvious that the 'growth stocks' route in the direction of the small and medium-sized board and the ChiNext board is more dynamic and stronger. It is welcomed by active funds in the market, and the trend of the small and medium-sized board and the ChiNext market in April and May is seriously lagging behind. In this round of adjustment trend, there is sufficient room and time for adjustment. The potential for subsequent market outbreaks, it is obvious that the "growth stocks" route in the direction of the small and medium-sized boards and the ChiNext Board has a greater probability of explosion."

"We have been observing the funds of the 'Yuhang Department' for a long time. The other party can reach this point and form the current market influence and capital scale. Relationships and stuff like that will make it happen.”

"Change the strategy and return to a positive attitude of undertaking?" Wu Dayong asked.

Zhu Peng said excitedly: "Boss Su's 'Fortune Road' seat should not appear on the Dragon and Tiger List today."

"Dayong!" Seeing that Wu Dayong was still in a daze, Liao Guanghua thought for a while and couldn't help reminding, "Don't think about insider information and the like. As market traders, the most important thing for us is to learn from the market itself. Focus on the trend to analyze and judge, and the others... are just trails."

"Definite news?" Zhu Peng asked in a daze, "Mr. Zhou, what definite news!"

Hearing Zhu Peng's analysis, Zhou Yang was slightly relieved.

"Okay!" Wu Dayong nodded and replied, "I will give orders later."

"Today is the fund of the 'Yuhang Department' on the tray?" Zhu Peng's eyes widened, he was very surprised, "I thought it was the 'National Team', judging by the style of the tray, it looks too much like a large financial institution such as China Securities Finance and Huijin. Oh, I really didn't expect... Boss Su actually made a move at this time."

Wu Dayong responded: "Our company's several self-operated main fund products do not hold many positions in the direction of 'infrastructure' and 'state-owned enterprise reform'. As for the book cash that can be used for immediate investment, there are quite a lot. Almost 100 billion funds can be used."

He thought about it: "It seems that there is a high probability that it will make a comeback, no, it must be deployed as soon as possible, yes, as soon as possible!"

Zhu Peng nodded clearly and said, "Sure!"

Liao Guanghua nodded, and said: "Yes, at this time... it is time to actively plan and turn empty."

In terms of position control of each main fund product, they have already turned to the defensive stage, and have reduced the positions of each main fund product to about 30%.

"Understood!" Wu Dayong nodded slightly, "With the influence of the funds of the 'Yuhang Department', once the seat of 'Fortune Road' appears on the Dragon and Tiger List, the follow-up effect of retail investors and the follow-up of other main funds The market behavior is enough to break the balance of the market and change the direction of sudden changes in the market.”

"Oh, maybe I was overthinking it." Wu Dayong replied.

"Just follow the list of stocks with obvious changes that you have sorted out today, and follow the two concepts of 'infrastructure' and 'state-owned enterprise reform' to increase the positions of the stocks. Funds, to deploy multi-line market."

"What does Mr. Liao think?" Wu Dayong said, "Which direction do you think has more potential for market explosion?"

No matter which main line, there are not many bargaining chips, but correspondingly... there is a lot of vacant cash.

As he said that, he immediately handed over the list of stocks that had changed during the resumption of trading to Zhu Yang, and continued: "There are nearly 40 stocks involved, and I believe this is not all of them, except for 'infrastructure' and 'state-owned enterprises'." Composition concept stocks in the field of reform, "Huaguo Heavy Industry, Huahang Electromechanical, Huahang Optoelectronics, Hangfa Power, Huaguo Great Wall, Hangfa Technology, Oriental Fortune, Flush, Hengsheng Electronics...these dozens of stocks have all changed. It is very obvious, and these stocks basically belong to the two main concept areas of 'military industry' and 'Internet finance'."

Wu Dayong nodded and said: "Okay, but I'm wondering if the 'Yuhang system' suddenly in this position, such a large-scale and radical increase in positions, other than the reasons just mentioned, is it because the national macro level is aimed at the 'infrastructure'?" ' and 'state-owned enterprise reform', what benefits are there to be released? I heard that the funds of the 'Yuhang Department' not only have a keen sense of the disk, but also have strong market intelligence capabilities within the asset management company. It’s not easy, and you can often find out some gossip circulating in the system in advance.”

"En!" Wu Dayong replied, "Mr. Liao, I understand. Don't worry, I will arrange it immediately."

Zhou Yang, the fund manager of the "Value Investment Mixed Selection" product, got up from his chair in the office almost instantly after learning that the Huashang Securities Yuhang Fortune Road Sales Department bought more than 30 billion funds today. , with an excited and excited look on his face, he laughed and said: "Finally, when the 'Yuhang Department' funds are sold, the market should have an obvious rebound trend now."

In view of the market's continuous downward correction in mid-to-late May and early June.

Liao Guanghua narrowed his eyes slightly, pondered for a moment, and said: "According to the performance of the market during the day, in fact, whether it is the two lines of 'infrastructure' and 'state-owned enterprise reform', or the line of 'growth stocks' in the direction of the small and medium-sized board and the ChiNext board The lines should all have opportunities and potentials for the market to explode, and the main capital groups in the market, the direction of attack and activity are also these main lines, which is enough to explain the problem.”

Liao Guanghua thought for a while and said: "We are not insiders of the company, so we have no way of knowing the specific logic the other party follows. I feel that the two main lines of 'infrastructure' and 'state-owned enterprise reform' still have a good room for speculation, and at the same time, the market attention is not low."

Considering that the current net value of fund products ranks in the industry, it is basically at the middle and lower levels, which is not optimistic.

Especially within the Yuhang Yinhua Public Fund.

Although he thinks that the funds of the 'Yuhang Department' have increased their positions on a large scale in this position, he should have heard some rumors from the news, but since Liao Guanghua said that there is no change in the news, he can only believe it After all, compared to the so-called situational capabilities within the 'Yuhang Department' asset management company, he believes that Liao Guanghua's information and network of contacts must be far greater than that of the other party.

If the multi-line layout takes into account some main-line fields with less certainty in the future market, and diversifies funds, it will definitely affect the performance of the net value in the future market.

"If you focus on the path and forget the right way, then you will end up with a wrong step and a wrong step."

Liao Guanghua nodded, and said: "Yes, I was thinking... The reason why the funds of the 'Yuhang Department' dared to buy bottoms on such a large scale in today's situation is that they are brazenly investing in 'infrastructure' and 'state-owned enterprise reform'. In this direction, without hesitation in betting billions of funds, you should think that you can use the influence of the seat to make changes and guide the market trend, right?"

And such a status quo.

As he spoke, he walked quickly to the trading room.

"'Military Industry' and 'Internet Finance'..." Zhou Yang's eyes kept flickering, thinking in his heart, "Could it be that these two lines are also the key attack areas for the 'Yuhang System' to build warehouses? The 'Internet Finance' line, The logic of expectations and hype is not bad compared with 'infrastructure' and 'state-owned enterprise reform'. The line of 'military industry' is obviously a main line with relatively poor market trends recently. The logic of the layout of this line... what is it?"

"We still have to face reality and the basic logic of market trends."

Liao Guanghua shook his head lightly, and said, "On the news side, I haven't heard of any good news."

"Are you so sure?" Zhou Yang asked in surprise.

In the entire domestic secondary market for stock market investment "state-owned" background asset management circle, it is basically the norm.

"What's the result of the main products of our company's self-operated funds in the direction of 'infrastructure' and 'state-owned enterprise reform'?" While Wu Dayong was feeling emotional, Liao Guanghua pondered for a while, and then asked, "Is there any , how much cash do we have available?"

Liao Guanghua paused, and then said: "Although there is logic and room for hype in both directions, each main line has the logic and space for hype, but after the large-scale participation of the 'Yuhang Department' funds and a big bet on one direction, I am afraid the result will become It's biased."

After finishing speaking, Wu Dayong immediately turned around and left Liao Guanghua's office, and returned to the trading room of the self-operated investment department to correct the overall trading strategy and arrange tomorrow's trading tasks in advance.

At the same time, the internal trading room of E Fund Management in Shanghai, the internal trading room of Shenzhen Pingyin Asset Management, the trading room of Yuhang Yinhua Public Fund...etc. A similar scene occurred in the proprietary investment department of Yanjing Huashang Securities.

"You just said that this afternoon, in the list of synchronous stocks with obvious large fund trays, many of them are stocks of the two main lines of 'military industry' and 'Internet finance'?" Zhou Yang breathed a sigh of relief, thinking about Zhu Peng's analysis In the conclusion, there seems to be some more important and useful information, so I couldn’t help but ask again, “Are you sure it’s a stock in the two main lines of ‘military industry’ and ‘Internet finance’? And… it’s indeed related to ‘infrastructure’,’ A lot of stocks in the field of state-owned enterprise reform' change at the same time?"

"Mr. Zhou!" Seeing that Zhou Yang was in a daze, Zhu Peng couldn't help reminding, "Do we need to simultaneously increase the layout of the two lines of 'military industry' and 'Internet finance'?"

Then, in 2 minutes, when he arrived at the fund trading room, he looked at Zhu Peng, the trading team leader and assistant to the fund manager, who was working hard to review the trading plan for tomorrow, and ordered: "Don't do any review, The market has already had clear news that the two lines of 'infrastructure' and 'state-owned enterprise reform' will be focused on these two lines tomorrow, and we will add the positions of our fund products as soon as possible."

Liao Guanghua thought for a while and said: "We have always maintained a low-position operation situation, and it is not good to passively treat the pressure released by the regulatory authorities. Now that someone has ignited the fire and carried out pallet operations at this position, then we will follow the trend and help stabilize the market. The board should be as it should be.”

Zhu Peng responded with a smile: "I just reviewed today's market trend carefully, sorted out the list of stocks with concentrated super large orders this afternoon, and found that most of these stocks are concentrated in 'infrastructure', 'state-owned enterprise reform', ' Military industry' and 'Internet finance', the main line fields, and basically synchronized changes, are all medium and large-cap stocks with relatively large circulation, and no small-cap concept stocks have been found. For the stocks that are listed on the tiger list, if according to what you said, Mr. Zhou, the main funds for selling the tray today are the 'Yuhang Department' under the control of Mr. Su..."

"Only by conducting in-depth research on market expectations, emotions, fundamentals, and funds can we make the road wider and wider, and make our performance better and better!"

Hearing Zhu Peng's voice, Zhou Yang came back to his senses, thought for a while, and asked, "Does the fund we manage have so many funds available for multi-line layout?"

So, after thinking about it for a while, he gave up the idea of ​​multi-line layout, and said: "Comparatively speaking, the two main lines of 'infrastructure' and 'state-owned enterprise reform' are more certain than 'military industry' and 'state-owned enterprise reform'. The two lines of "Internet Finance" are much larger, and the capital volume of our fund products is far less than that of the "Yuhang System", and the two lines of "Infrastructure" and "State-owned Enterprise Reform" alone are enough to accommodate."

Zhou Yang briefly recounted the gossip he had received, and then continued: "You just need to know it, don't spread it indiscriminately, take advantage of the time when the news is not fermented, and the market is still guessing wildly, hurry up and lay out, I guess, 'Infrastructure ' and 'state-owned enterprise reform', there is a high probability that the market outlook will make a comeback."

Liao Guanghua replied: "The main thing is to lay out this field!"

Of course, although they are completely light on the specific positions of the main funds, in terms of public market speeches, they still resolutely made bullish remarks during the market's downward adjustment, expressing that The 'right attitude' as it should be.

"The lines of 'infrastructure' and 'state-owned enterprise reform'..."

Zhu Peng took a sip of water, and continued: "That should show that President Su is deliberately avoiding the Dragon and Tiger List, and it also shows that they don't want to expose their seats and operating motives in advance at this point in time, so I said Mr. Su's 'Fortune Road' seat should not appear on the Dragon and Tiger list today."

"at the same time……"

"Don't wait for the stock index to enter the bottom range of 2000 points again?" Wu Dayong continued to ask.

Everyone is verbal, cooperating with the regulators, resolutely bullish on the market outlook, and making positive remarks to the outside world, but in fact, they are constantly reducing their positions to positions with lower risks early.

"Since that's the case..." Liao Guanghua said, "Then, starting tomorrow, we will add all the positions of the company's main fund products."

"Oh, that's right..." Wu Dayong paused, and then said, "After changing the trading strategy, in the direction of increasing positions, should we still focus on the two main areas of 'infrastructure' and 'state-owned enterprise reform'? "

"but……"

Liao Guanghua replied: "The large-scale intervention of the 'Yuhang System' funds is very likely to change the existing trend of the market, and at the same time reverse the market's investment sentiment and confidence. Furthermore...the gap between the Shanghai Index of more than 2100 points and 2000 points has been reduced. Not too much, at this time, it is reasonable to add back to the position and change the trading strategy."

"The current level of our fund holdings is not high." Zhu Peng said, "The cash that can be used to increase the position is still enough, that is... If the multi-line layout and the positions are relatively scattered, in case the market outlook changes, there will be one or two layouts. If the main line of the game has not come out, it may be a little passive."

Therefore, the entire company currently operates its own investment department.

"Judging from the historical investment style of the 'Yuhang Department', their operating style has always been more decisive and aggressive." Wu Dayong replied, "And... it seems that they have never missed a bet!"

"It's quite surprising." Zhou Yang said, "I just hope that the 'Wealth Road' will not be exposed like this on the Dragon and Tiger List today, otherwise the lines of 'infrastructure' and 'state-owned enterprise reform' will be hard to come by tomorrow." buy points."

"Since that's the case, then there is no need to consider the spread of positions."

Hearing this, Zhou Yang continued to ponder for a while.

"Okay!" Zhu Peng responded, and immediately began to deploy corresponding trading strategies.

Along with the well-informed main institutions similar to Yinhua Public Fund Company, they have made adjustments to their investment strategies one after another, from idling to more.

At this time, the time moved to 5:30 pm.

In the midst of all the attention, the data of the dragon and tiger rankings of the two cities were refreshed as scheduled.

(End of this chapter)