The investment era of rebirth

"Where's the position?" Su Yu was stunned for a moment, then asked.

Li Meng responded: "'Yuhang No. 1' fund has reached 85% of its full position, and the position of 'Yuhang No. 2' fund has also exceeded 80%. The fund position is around 3%, relatively speaking, there is still room for manipulation.”

"Okay!" Su Yu nodded slightly, "We probably still have close to 50 billion funds, can we use it?"

Li Meng nodded and replied: "To be precise, it is 48.96 billion. Of course... this is calculated based on the fact that 85% of the overall positions of each fund are full positions. If the calculation is based on the 100% position level as the full position, then we can release available funds, and much more.”

"Calculation is based on 85% of the full position." Su Yu said, "Whether it is personal operation or institutional operation, 85% of all funds are in the so-called full position, and the remaining 15% of the capital red line is not extreme. situation, it cannot be used.”

In the financial trading market, there is no 100% sure opportunity.

Therefore, even if you have enough confidence and grasp of the investment opportunity, you must reserve enough funds to deal with extreme risks. You cannot invest all the principal in it. Shen, the last life-saving rope of the overturning.

After all, there are only liquid funds in hand.

In order to maintain the initiative in the continuously changing financial trading market.

"Okay!" Li Meng responded, and continued, "We have brought out the lines of 'big infrastructure', 'military industry', and 'Internet finance' in the market today. In the follow-up market changes, we should not have to worry too much about it." Have you moved your position too frequently? Judging by today's trend and the market's continuous follow-up effect, the short-term trend of the market should be safe."

"Today is just a rebound from bottoming out." Su Yu continued, "How about the sustainability will depend on the market follow-up effect and market interpretation tomorrow and the day after tomorrow, but today the index has been rising all the way, directly reaching above 2220 points. It’s still a bit beyond my expectation, and the trend is stronger than I expected.”

"Of course, this place, even though it has been regained..."

Su Yu paused, and continued: "After this wave of emotions has reacted and the market has shrunk again, most of them still have to step back to confirm, and if they really follow this pattern, then when they step back for the second time, It should be the second best buying point in the stage.”

"En!" Li Meng nodded, "Today's volume is a bit large, but today's trend must be heavy, otherwise it will be considered a relatively established bottom."

"After all, only by fully increasing the volume and truly breaking out of the panic market can we fully loosen the locked-in bargaining chips above."

"Now……"

Li Meng smiled and continued: "The stock index's hold-up chips in the range above 2200 points should be almost resolved. On the whole, the macro-chip structure on the market has also been completely disrupted by the market's continuous downward trend in the past month. Now, I feel that if the market can be reorganized here, and the main funds of all departments can take over chips with the same intention, then it should be one step closer to the 'bull market' you mentioned."

Su Yu smiled and said: "Indeed, it's the dawn before dawn!"

"It's almost good." Li Mengmeng thought for a while, and then said, "The bad news of the IPO restart, after the listing of new shares today, can be regarded as a complete landing, but in terms of funds and macro news, it always feels that it is not good enough. Huohou, I hope that in the follow-up market trends, the regulators will realize this and make changes!"

Su Yu thinks that with the implementation of the "big infrastructure" strategy, with the development of the "New Silk Road" foreign economic and trade strategy, with the recovery of the property market, with the fall of inflation rate, with the international economic situation, multilateral trade finance With the further development of the situation, the regulatory authorities must be playing more and more cards, and the "Yang Ma" that everyone is looking forward to will definitely move.

He vaguely remembered the shift in financial policy in the second half of the year, and the rate cut and RRR cut that caused extreme market turmoil in the second half of the year after two years of monetary tightening.

"Everything you expect will be there." After contemplating, Su Yu withdrew his thoughts and said with a smile, "We just need to be prepared to meet all of this."

Li Mengmeng Su Yu was full of confidence, and wondered: "How do you know that everything will happen?"

Su Yu responded: "Signs of change in the macro economy can be felt without careful investigation. The hot money in the market is surging, the emerging industry economy and the traditional industry economy complement each other, and they are all coming out of the quagmire. Loosing, and even Yuhang's housing prices have started to change recently, these... can't you feel it?"

Li Mengmeng thought about it, and said: "That's true, let's not talk about the property market. After the loosening, there are indeed signs of recovery. Otherwise, the stock market and real estate sector will not be hyped one after another. As for the investment field, I heard that the primary market It is indeed extremely hot. The valuations of start-up companies in emerging industries have been raised to the sky by institutions. The start-up market is booming. According to the published data, it is not obvious that the inflation is falling. However, the hot money in the market... is indeed going in all directions Surging, especially the P2P market where 'Internet Finance' is located, is so hot... and now it seems that the country also supports the activation of private capital through mass entrepreneurship and Internet finance, thereby activating the vitality of the macro economy."

"Hot money is surging and the economy is recovering. These two points are the strongest support points for the complete warming of the financial trading market." Su Yu said, "The signs are already obvious, and it is only a matter of fire, which ignites the enthusiasm of the entire market." And the huge flame of hype, and this fire is the huge and powerful action and signal in the direction of the regulatory authorities that you just mentioned, and... I believe this signal will come soon.”

Li Meng nodded, and said expectantly in his heart: "I hope, after all, the domestic market has indeed been dead for too long."

While the two were discussing, the trading hours of the market had passed 4:[-] pm.

Originally, before the data of the dragon and tiger rankings of the two cities were disclosed, the market should have been quite calm under the vacuum of news. However, under today's market trend, even if the specific data of the dragon and tiger rankings were not obtained, the vast majority of investors in the entire market Investors, including institutions and hot money, were all in an extremely excited mood, frantically discussing, reviewing the market, and guessing the results of the dragon and tiger list data of many popular stocks.

Even, in the atmosphere of extremely hot discussion in the whole market.

Some financial media and financial big Vs who were silent before have also drilled out again, fully and meticulously analyzed the market from all aspects, and re-firmed the idea of ​​​​going long, which is even more ridiculous...It was only in the early trading today that they were fully bearish Many financial big Vs and well-known stock commentators also began to flip more and more at this moment.

"The big reversal of the Jedi, sure, sure, 2200 points is the bottom of the market!"

"Darkness passes, dawn arrives, yes, this is the starting point of the bull market!"

"Iron bottom, 2200 points is definitely an iron bottom!"

"Stay bullish, the Shanghai stock index will never return to the box of 2000 to 2200 points. There is no doubt that today's intraday low is the lowest point of the market this year."

"The strategy of 'big infrastructure' starts again. The future belongs to the era of 'infrastructure'. High-speed rail, urban construction, rural revitalization, and the rise of great powers are unstoppable. Investing in 'infrastructure' is investing in the future, investing in the national fortune, and the main line of 'infrastructure' is absolutely It is the biggest market trend this year!"

"Everything good starts from 2200 points in the Shanghai stock index!"

"Only by enduring loneliness can we hold on to prosperity. From now on, it will be the bustling moment of the market."

"It is irrational to be short at 2200 points on the Shanghai Stock Exchange Index, and it is absolutely rational and correct to be bullish at 2200 points on the Shanghai Stock Exchange Index. Doing more will be the most precious wealth starting point in one’s investment career.”

"Break and then set up a golden bottom, at this time, buy the bottom and get rich!"

"The golden needle bottomed out, the volume reversed, the limit was reversed, and the return to 2200 points. All the signs are showing that the bottom... It's coming!"

"This will be the most beautiful intraday trend this year, and it will also be the best opportunity for layout this year."

"Do more, do more... At this time, is there a second choice?"

"The recovery of 2200 points once again proves the resilience of the market. Who said that our A-shares can't be supported? It has been fully proved today. Looking at the world, only our A-shares are the strongest."

"Today is an absolutely independent trend, and it is foreseeable that the A-share market will continue to continue its independent trend in the future. The past downturn days will never return."

"Stick up, today's trend is really boosting!"

"A miracle is happening, and the myth is reappearing. I feel that the pace of the bull market is very close."

"What is an independent trend, this is called an independent trend!"

"Those who are short-sighted will end up in vain, while those who are long-sighted will eventually reap wealth."

"Today is the day when the short sellers are completely defeated, and it is also the beginning of A-shares getting rid of the influence of external trends and becoming independent from the global financial trading market!"

"What is a strong man who is always strong? Today's big A shows this."

The entire market, whether it is the discussion area, news area of ​​the trading platform, or the topic area of ​​the stock investment forum, or the stock Internet post bar, the community, or the social platform, the public comment board of the financial media... Various places, similar, Inspiring speeches and topics, suddenly, can be described as endless.

Like a volcanic eruption.

In an instant, countless financial big Vs, stock commentators, brokerage analysts, institutional analysts, brokerage investment consultants, financial commentary professional reporters... Groups of professional or non-professional 'experts' all popped up , Sparing no effort to start looking at the market, and published bullish analysis remarks from different angles.

On the contrary, during the instant eruption of the bulls' speeches, the short-speaking remarks in the market gradually disappeared, and the investment sentiment of the entire market, under the intentional or unintentional guidance of countless people, moved towards the bulls at the fastest speed. The direction is tilted, comprehensively suppressing the short sentiment that was still flooding in the morning.

"This guidance... is too obvious, right?"

Seeing the overwhelming bullish topics in the market, and all of a sudden, the market speakers from all sides were as excited as if they were beating chicken blood. At this moment, Yanjing, the self-operated investment department of Huashang Securities, and the trading room of the main fund, the fund manager Wu Dayong couldn't help complaining. Said: "In everything, too much is too late. If you are too eager to sing more, many investment institutions will be more hesitant. The market has its own shape and trend, and all trends are formed by the collective efforts of all parties in the market. What's the use if it's not just emotionally motivated?"

Hearing Wu Dayong's complaints, Liao Guanghua standing behind him couldn't help laughing and said: "Although it can't play a decisive role in arousing market sentiment, it can still play a slight role in promoting, and these people can make such a voice, It is also a speculative market, and it also shows the connivance of the regulators and the direction of market development that the regulators hope.”

"It's no secret that the regulators strongly need a bull market," said Wu Dayong.

Liao Guanghua nodded and said: "Yes, it's not a secret, so some people work so hard. After all, it is much more pleasing to sing more than to sing empty words. As for whether to look at the market rationally, is the point of view correct? As long as you don't invest real money, it doesn't matter at all."

"Mr. Liao thinks that the market is here, is it really over?" Wu Dayong asked instead.

Liao Guanghua stared at the market that had been fixed for a while, and said, "It's hard to say, but today's trend is indeed beautiful, and it has boosted the confidence of many market investors!"

"Yeah!" Wu Dayong nodded, "The completely unexpected trend, from the situation of a complete plunge in the early trading, to the trend of a large-scale reversal of the big Yang line when one positive crosses the third line, is really an extreme reversal. In one day, It has completely played out the market's money-making effect and follow-up sentiment."

"Amazing!" Liao Guanghua said.

Wu Dayong was taken aback for a moment, and asked, "President Liao is talking about..."

"Oh!" Liao Guanghua came back to his senses, and said, "I mean, in the morning, he spent a lot of money to undertake a lot of stocks in the 'infrastructure' sector, and strongly sealed the funds for the check of 'Huaguo MCC'. Reversing the overall situation of the market by one's own efforts is a huge gamble!"

"And look at this trading technique..."

Liao Guanghua's eyes gradually narrowed: "It seems to be somewhat similar, it won't be again..."

He already had a guess in his heart, but before he could utter the guess in his heart, the secretary who followed him in the past had already knocked on the door of the trading room, approached him, and took an internal document in his hand. , handed it to him, and said: "Today's transaction data from the Yuhang Fortune Road sales department, 'Future Road' has bought more than 20 billion funds!"

"It really is him!" Liao Guanghua took the document in the secretary's hand, glanced at it, and his heart was shocked, "He took a huge gamble and tried his best to turn the tide, enough to be ranked among the top traders in China!