The investment era of rebirth

Chapter 468 The return of "Fortune Road"!

"It's the funds of the 'Yuhang Department' again?" Hearing Liao Guanghua's conversation with the secretary, Wu Dayong's expression on his face was extremely shocked. Online, at least Masukura has 50 billion funds? It's just...violent!"

Yes, it can only be described as violent.

After all, this kind of frenzied sweeping and extreme increase of positions in the main direction of investment is extremely rare in large-scale asset management institutions, or in the management of large-scale fund products. It can be said that in Wu Dayong's cognition, any normal No fund manager would bet so aggressively.

Two trading days, at least 50 billion capital investment!

This is only about 1000 billion in daily liquidity in the entire market, and even in the entire "big infrastructure" sector, when the daily liquidity is only 300 billion, this level of rapid increase in positions is really a crazy move, because this level of The amount of funds held, once the market trend does not develop as expected, it is basically impossible to quickly stop the loss and exit the market.

"It seems that besides the trading seat of 'Fortune Road', they have other trading seats?" Liao Guanghua thought for a while and continued to ask.

The secretary responded: "Yes, the newly established 'Yuhang No. 3' fund product of the 'Yuhang System' is connected to institutional seats, and no longer uses the trading seats of our company's business department, so, theoretically speaking...they The trading volume in the market in the past two days should be far more than that disclosed by the trading seats of our company's business department."

"More than that?" Wu Dayong was even more shocked when he heard the secretary's words, and said in surprise, "Isn't it crazy? How many chips did this fund buy on the line of 'infrastructure'? And... this President Su of the 'Yuhang Department' is so optimistic about the main line of 'infrastructure'?"

"Do you think there is still a problem with the market of the 'infrastructure' line?" Liao Guanghua asked with a smile.

Wu Dayong replied: "It's not that there is a problem. The expected direction of this main line is good from a macro perspective, and there are stories to tell, but I think...when the market itself has not escaped from the bear market pattern, whether it is No matter how good the expected direction is, or how beautiful the concept of the story should be, there should be only a rebound in the market, but no reversal in the market.”

"The line of 'infrastructure', after fully arousing market hype today, the short-term market will definitely not be bad."

"But to say how high it can go and open up a lot of room for growth, from the current point of view, it is still doubtful."

"and……"

Wu Dayong paused, and continued: "The funds of the 'Yuhang Department' have involved such a huge amount of chips in this direction. After the main funds of all parties are aware of it, there should not be many people who are willing to carry the sedan chair and continue to relay to others. Others make wedding clothes, and... this main line has been hyped in April and May. In the case of relatively low trading volume and liquidity, it is quite difficult to support this line to continue to rise."

"So, in general, I think it is quite risky and aggressive for the funds of the 'Yuhang System' to gamble so aggressively on this line."

"A truly top trader can guide the market and create opportunities and market conditions." Liao Guanghua did not say whether Wu Dayong's analysis was right or wrong. Or, inertial thinking is very heavy, everyone always thinks that the market form and fundamental trend will continue along the line of the bear market, but this world, especially the financial trading market, is the most changeable!"

Hearing Liao Guanghua's words, Wu Dayong's heart skipped a beat, and he said in surprise, "President Liao means...the fundamental form of the bear market will usher in a possible change?"

Liao Guanghua squinted his eyes, the light in his eyes flickered, he was silent for a while, and responded: "No one can say that the macro trend changes in the financial market must be accurate, but I know that trading...you can't have inertial thinking , At the same time, in the domestic financial trading market, do not underestimate the will and intervention of the regulators."

"As for the regulators, what do they need and desire most at present?"

"Where do they most want the market to go?"

"In other words, what role does the stock market most need to play in the current macroeconomic situation?"

"Although we are dealing directly with individual stocks and constantly changing numbers in transactions, we still have to look beyond the market for our vision and vision!"

After what Liao Guanghua said, Wu Dayong finally came back to his mind and said: "Although the domestic financial trading market has its own adjustment rules and trend evolution, the root cause is still the 'policy market'. You said earlier At the current juncture, what the regulators most desire and need most is a vigorous bull market, so as to attract hot money to enter, increase the overall market valuation, completely solve the problem of IPO barrier lakes and direct financing problems in the market, and bring hot money into the market. Through direct financing channels, it is directly injected into enterprises and ultimately boosts the macroeconomy."

"If you look at it this way..."

When Wu Dayong said this, bright colors flashed in his eyes, and he continued: "If the fundamental structure of the market changes and the trend can transition from a bear market to a bull market, then the fundamental hype logic of the market will be completely different. The overall valuation will increase, and the main line with strong expected logic will completely open up the market space.”

"So it is, so it is..."

Wu Dayong suddenly realized: "The capital of the 'Yuhang Department' dares to be in this position, dare to be in the line of 'infrastructure', such an aggressive gamble, and rapid increase in positions, should also take these factors into consideration, and feel that the market has a high probability of getting rid of it. Bear market shock pattern, out of the bull market trend."

"He is playing the bright card!" Liao Guanghua said, "I remember that Mr. Su of the 'Yuhang Department' expressed his opinion at the offline investment exchange summit of the Oriental Fortune website as early as early May. It’s a clear point of view, but not many people agree with it all the time.”

"At this age..."

"In terms of trading ideas, it is really not easy to put such a long-term perspective!"

"Well, I remember." Wu Dayong remembered, nodded and responded, "It seems that this President Su has been focusing on the line of 'infrastructure' all the time, or...he probably never really left the scene at all. , but by taking advantage of fluctuations in market sentiment, the cost of the main line of bargaining chips has been lowered."

Liao Guanghua responded: "This is likely to be the case, so I said that the other party's return to the carbine was really beautiful. It can be called a classic trader's skill in trend investment."

"Then we..." Wu Dayong asked after roughly understanding the other party's real motives, "Should we continue to increase positions in this direction?"

Liao Guanghua nodded and said: "Yes, continue to increase positions in this direction. Judging from the transaction data fed back by the Yuhang Fortune Road Sales Department, the current position of the 'Yuhang Department' funds is definitely not low. Coupled with the pick-up of market hype and the pick-up of risk appetite in the market, and with the public announcement of the seat of "Fortune Road" on the Dragon and Tiger Ranking today, if we hesitate any longer, the probability of getting cheap chips in the future will be lower, so... ...can no longer hesitate."

"Okay!" Wu Dayong responded, and said, "Today's data on the Dragon and Tiger List has not come out. Mr. Liao has concluded that the seat of 'Wealth Road' will definitely appear on the buying list?"

Liao Guanghua handed back the transaction data file of Yuhang Fortune Road Sales Department to the secretary, and said with a smile: "Combined with this transaction data file, this is quite obvious. flag, to show our attitude, and continue to inspire all kinds of funds in the market to enter the market and carry the sedan chair, so what are you waiting for?"

"That's right!" Wu Dayong nodded.

Then stop discussing, quickly turn around and take the results of the discussion just now, and arrange the follow-up trading strategy.

And when Huashang Securities' self-operated investment department obtained the overall transaction volume data of its own company's sales department and judged that the funds of the 'Yuhang Department' were still buying on a large scale.

Almost at the same time, some internal gossip came out from the Yuhang Fortune Road Sales Department of Huashang Securities.

It also began to spread rapidly among a small number of main institutional groups with very sensitive news channels and wide connections.

"Yuhang Fortune Road Sales Department of Huashang Securities, is it booming again today?" Inside the Yuhang Yinhua Public Fund, in the trading room, Zhu Peng, assistant fund manager and trading team leader, looked in surprise at the fund manager who had inquired about some news from the general manager. Zhou Yang asked, "How much did you buy?"

Zhou Yang responded: "It is impossible to know the specific transaction data."

"Then probably?" Zhu Peng continued to ask.

Zhou Yang replied: "It can go up to 20 billion. I can't say exactly how much, but what is certain is that 'Wealth Road' has definitely bought chips on a large scale today, but it is just whether the main line of 'infrastructure' is the specific attack." , or which stocks are specifically targeted, no one knows."

"Oh my god, 20 billion or more?" Zhu Peng was dumbfounded when he heard this number, "This is a large-scale warehouse building!"

Zhou Yang nodded, and said: "Indeed, the 'Yuhang Department' is definitely entering the market on a large scale, so...our strategy must continue to change!"

"How?" Zhu Peng asked.

Zhou Yang said in a deep voice: "We must be more decisive. We are too hesitant to take the chips in this position. Taking advantage of these two days, we have to add the fund position as soon as possible. After all, the 'Yuhang Department' After the large-scale change of funds, the news continues to ferment, and there will definitely be more and more funds to follow suit, and it will not be so easy to get some cheaper chips on the market at that time."

"Okay!" Zhu Peng responded, "Since the 'Wealth Road' has changed, and the purchase amount has been so large for two consecutive days, and at the same time, the Shanghai Stock Exchange Index has also regained its position at 2200 points, then let's turn to the current position and time point. It is only natural to continue to increase positions and go long.”

While the two were discussing, at the same moment, a group of main groups of the organization received vague information.

After learning of the large-scale changes in 'Wealth Road', the trading strategies they made were basically consistent and the same.

Of course, even if the news is not so well-informed and the network is not so wide, before the Dragon and Tiger List came out, I didn’t know that today’s huge main force in the main line of "infrastructure" is a group of market investors from "Wealth Road". After the resumption of trading one after another, under the atmosphere of rapidly recovering market investment sentiment, from the point of view of institutions, core financial media, and retail investors, they can't help but start to adjust their trading strategies secretly, and look forward to it At 5:30 p.m., the Dragon and Tiger Ranking data will be released.

And in this highly anticipated, market investment mood a passionate atmosphere.

The time finally came to 5:30 in the afternoon, and under the attention of tens of millions of eyes in the market, the dragon and tiger rankings of the two cities were refreshed on time.

Looking at the data of the entire dragon and tiger list...

A total of 32 stocks from the two cities were on the list, setting a new high in the number of stocks on the list in recent times.

As for the specific 32 stocks, the popular stocks in the main concept fields of 'infrastructure', 'military industry' and 'Internet finance' accounted for almost half of the number, among which 'Huaguo MCC, Shanghai Construction Engineering, Beijiang Communication Construction, China Fortune Land Development, Beixin Road and Bridge, Shanghai Steel Union, Huaguo Communication Construction, Huaguo Railway Construction, Tianshan Cement, Hengsheng Electronics, Jinzheng Co., Ltd., Flush, Oriental Fortune, Hongdu Aviation, Huahang Optoelectronics... Wait for a vote today All stocks with an amplitude of more than 10% are on the list.

Of course, for the tens of millions of market investors who are paying attention to the data of the Dragon and Tiger List at this moment, the entire number of stocks disclosed by the concept hot stocks of the main lines of 'infrastructure', 'military industry', and 'Internet Finance' in the Dragon and Tiger List Among them, such a large proportion is not the most shocking thing for them.

After all, these major lines performed really well today, and they perfectly supported the reversal of the market.

As a result, many people still have expectations.

What really shocked the tens of millions of investors in the entire market was the seat of 'Huashang Securities Yuhang Fortune Road Sales Department' that appeared on the main buying seats of 14 stocks at this moment!
According to the data of the Dragon and Tiger List.

The legendary market seat "Fortune Road" that everyone has been waiting for has not only finally returned perfectly, but also swept the data of the entire dragon and tiger rankings in the two cities with a posture of dominating the world, occupying the entire dragon and tiger rankings of the two cities with one seat Buy half of the seats.

Seeing the word 'Fortune Road' on almost every popular stock buying seat on the Dragon and Tiger List.

Seeing behind the seat of 'Fortune Road', each net purchase is as high as tens of millions of funds.

Seeing the total net purchase amount of 8.67 million disclosed by "Fortune Road" on the Dragon and Tiger List, and the net purchase of "Institutions" with a high probability of 6.39 million that appeared almost at the same time as "Fortune Road" Forehead.

The vast number of retail investors in the entire market, as well as various active hot money groups, burst into tears instantly, and the excitement and surging emotions in their hearts were hard to restrain.

At the same time, with the attitude of "Fortune Road" sweeping the world, it returned on the Dragon and Tiger List.

The entire market, no matter online or offline, as long as it is a place for investors to gather and discuss, the topic will explode in an instant. Countless related news, like a raging wave, instantly cover the entire domestic financial market!
(End of this chapter)