The investment era of rebirth

Next to Zhou Kan, Xu Xiang was also taken aback when he saw the data of the Dragon and Tiger Rankings. He did not expect so many "Fortune Road" owners to buy seats.

Of course, compared with the buying volume of "Wealth Road" on the main line of "Great Infrastructure" some time ago.

Today's buying volume is actually nothing.

But today's buying timing of "Fortune Road" is quite sensitive compared with the main buying trend some time ago.

"President Su of the 'Yuhang Department' may not be worth the gain if he conducts such a public operation." Xu Xiang said with emotion, "We can see that he has signs of an early attack on the stocks related to 'Film and Television Media'. Then other main institutions and main funds can also be seen."

Zhou Kan nodded slightly and said: "I also think there are big problems in such an open operation. The 'Yuhang Department' has already been on the cusp of attention from various institutional groups in the domestic asset management industry, and even the majority of investors. , At this time, it is necessary to be so aggressive in scrambling for funding and publicly revealing the seat, isn't it obvious that people will report it?"

"Even though today's 'Yuhang Department' does not involve the issue of 'insider trading' in the operation of the 'film and television media' line, it is aggressively scrambling for funds and using its seat influence to further intensify the 'film and television media' line." The market investment sentiment on the line will also cause dissatisfaction among many similar investment institutions?"

"That's for sure!" Xu Xiang replied, "Although in the financial trading market, how much you can make depends on your ability, but in essence, no one likes to 'eat alone', and it is just that the 'Yuhang Department' is committing crimes now." After solving this problem, I guess... In the face of such aggressive and domineering fund-raising behavior of the 'Yuhang Department', the follow-up stocks of the 'Yuhang Department', which have strong unexpected logic and must be speculated in the market, will not be avoided by the market. Most of the other main institutions in the country are probably not willing to carry the sedan chair for the 'Yuhang Department' and the 'Fortune Road'."

"According to the data of the Dragon and Tiger Rankings during this period, the stocks exposed by the 'Yuhang Department' have a relatively high position weight, and they are still in the direction of 'big infrastructure'!" Zhou Kan briefly reviewed the period. The data of the Dragon and Tiger list appeared on Fortune Road, and said, "According to what you say, boss, doesn't this mean that we have to reduce our positions, or avoid the line of 'big infrastructure'?"

"at the same time……"

Zhou Kan thought for a while and continued: "If the market does not make a breakthrough from the direction of 'big infrastructure' with a relatively high position weight of the 'Yuhang system', which direction will it go? Other market mainline directions, compared with 'big infrastructure' For this line, either the expected logic is not strong enough, and the market sentiment is not good, or like the line of "film and television media", the overall main line market value is not large enough, the index weight is not high enough, and the single-line market cannot drive the entire market. "

"I mean that most of the main funds in the market should avoid the stocks with a higher weight of the 'Yuhang series'. I didn't say that the direction of the main line of breakthrough will change." Xu Xiang smiled and responded, "The whole' In the field of large infrastructure, there are many industry sectors such as architectural decoration, building materials, real estate, steel, cement, public transportation, machinery and equipment, and high-speed rail, as well as the reform and reorganization of state-owned enterprises and central enterprises, Shanghai Free Trade Zone, and infrastructure There are so many concept themes of construction', 'rural revitalization', and 'urbanization', with a total of hundreds of stocks, how much of the holdings of the 'Yuhang series' can account for it?"

"In other words, in the entire 'big infrastructure' sector, after avoiding the 'Yuhang series' stocks with higher weightings, there are still many stocks with hype logic and investment value."

"If you don't want to give the funds to carry the sedan chair to the 'Yuhang Department', you can also make these stock targets."

"Of course……"

"The market has not really achieved a breakthrough, and before it has completely come out, it is possible to change the main line of the breakthrough. After all, there is the support of the hype sentiment of the main line of "film and television media". , is not impossible.”

"And, if the main funds in the market from all walks of life choose to form a joint force in the direction of the small and medium-sized board and the ChiNext board."

"That should be able to completely avoid the core holdings of the 'Yuhang System'."

Hearing Xu Xiang's analysis, Zhou Kan thought about it for a while, and responded, "It seems...we have to make two preparations. As for the core stocks of the small and medium-sized board and the ChiNext board, we also have to take a full position, lest the market When the breakthrough trend gradually became clear, we seemed to be facing the line of "film and television media", and we couldn't keep up at all."

"Well, yes!" Xu Xiang nodded slightly, "Set up first, build a bottom position, and then observe and observe. The market is in this position, there are differences, but there are all kinds of expected factors for a breakthrough. We should really take care of it." Be prepared, lest you fail to react when the opportunity comes suddenly."

Zhou Kan nodded, quickly responded, and then took advantage of the last half an hour before getting off work.

Adjust subsequent trading plans and investment strategies in due course.

While the two were analyzing the market leader and tiger list, making judgments on the market outlook, and adjusting their trading strategies, at the same time, Shenzhen Pingyin Asset Management Center, Shanghai E Fund Asset Management Institution, Yanjing Huarui Public Fund, etc. Managers of the main market institutions within the company, as well as Huaxin Securities Proprietary Investment Department, Huatai Securities Investment Strategy Trading Department, Huayin Fund Investment Department, etc., just as Xu Xiang expected, after seeing the market dragon and tiger After the ranking data, I am seriously dissatisfied with the funds of the 'Yuhang Department' behind the trading seat of 'Fortune Road'.

"'Fortune Road' is insider trading, right? I really should suggest the Market and Trading Department of the Securities Regulatory Commission to check it out."

"How come there are 'wealth roads' everywhere? The funds of the 'Yuhang Department' are so scrambling to raise funds and use the influence of seats to seriously affect the market's follow-up sentiment. Isn't it too much?"

"Aren't you mistaken, 'Wealth Road' is killing the list again, it's like eating alone!"

"The funds behind the 'Fortune Road' seat are suspected of manipulating the stock price by doing so?"

"Fuck, too much..."

"I said, why can't I grab the bargaining chips? It turns out that all the buying channels have been blocked by the funds of 'Fortune Road'."

"How come the funds of the 'Yuhang Department' are so fast, mother, this reaction, this news channel... I'm afraid it flowed out directly from the inside?"

"Can you report it? Today's transaction of the funds of 'Fortune Road' is really suspicious."

"The line of 'film and television media' has been so stimulated by 'Wealth Road', I am afraid that there will be no good entry point tomorrow, hey... Is this forcing funds to return to the 'big infrastructure' field?"

"Do you still want to go back to the field of 'big infrastructure' to carry the sedan chair for the funds of the 'Yuhang Department'? Isn't this cheap?"

"What the hell, I don't want to carry the sedan chair for the funds of the 'Yuhang Department' anyway."

"Who thinks? Isn't there no way?"

"The key is that this stock of funds has too much influence on the majority of retail investors in the market and the hot money groups that follow suit. If I ask you...these funds should be prohibited from using the seat of 'Wealth Road' to trade."

"Indeed, it affects the normal trading of the market too much."

"It also affects the fairness of the market. I don't understand. Are these hot money and retail investors following the trend of 'Fortune Road' stupid? Can't you understand that 'Fortune Road' is harvesting them?"

In the internal communication groups of many institutions, there are endless complaints about the funds of 'Yuhang Department' and 'Fortune Road'.

And just the opposite of the main institutional groups...

The majority of retail investors in the market, as well as many hot money groups, are quite excited and excited about the behavior of "Fortune Road" on the dragon and tiger list again.

After all, according to the signs of 'Fortune Road' in the Dragon and Tiger List in the past.

As long as "Fortune Road" buys heavily, the market outlook will not be bad regardless of the main line of "Fortune Road" buying or the overall market.

"Haha, Mr. Su is really good. The line of 'film and television media', with the blessing of Mr. Su's seat on 'Wealth Road', should be completely exploded, right?"

"Huace Film and Television, Ciwen Media, Yanjing Culture, Wentou Holdings, Huayi Brothers, Enlight Media, LeTV...these tickets should be straight up the daily limit tomorrow, right? Haha... Fortunately, the market opened this afternoon. It's time to grab Huayi Brothers' bargaining chips, and we will definitely reap 10% of the profits tomorrow."

"Today's data on the Dragon and Tiger Rankings really exploded."

"How many days have passed? It's really not easy to see Mr. Su's seat on Fortune Road again."

"President Su's 'Fortune Road' seat appeared on the Dragon and Tiger List this time, isn't it a long time since the last time?"

"I don't see you in a day, it's like three autumns. Haven't you heard of this? Speaking of... Mr. Su's wealth path, after buying it, you haven't seen it sold out during this period of time, right?"

"Indeed, based on the data of this month's Dragon and Tiger List, Mr. Su's "Fortune Road" and its related institutional seats have already reached a net purchase of more than 20 billion on the Dragon and Tiger List, and sold on the public list. The amount, until now, is still zero."

"My God, such a large net buying volume?"

"Such a large amount of net purchases should prove that Su is always very optimistic about the market outlook, right?"

"That's for sure, otherwise, could President Su continue to buy so many chips?"

"Hey, the net worth and position data of the main funds of the 'Yuhang Department' are not made public now, so it is impossible to know the position of President Su in detail, otherwise... I really have no brains to follow."

"Now you can follow without thinking. Looking back at the process of each large-scale purchase of Mr. Su's Fortune Road on the Dragon and Tiger List, there has never been a continuous purchase as strong as this time. I guess... the follow-up market will continue. A breakthrough is basically a certainty, and the line of 'film and television media' will definitely have a big market in the future, at least it should replicate the hype of 'Internet Finance' and 'Mobile Games' last year, right?"

"If we use the two main lines of 'Internet Finance' and 'Mobile Games' last year to benchmark the current 'film and television media', wouldn't it mean that this main line has at least doubled the market?"

"Under the favorable policies of Huace Film and Television, Ciwen Media, Yanjing Culture, LeTV, Huayi Brothers, and Guangguang Media, the leading stocks with direct income should double at least, and the space of 3 to 5 times should be enough. is appropriate."

"I hope, I am fully invested in Huayi Brothers, I hope this wave can make me get back my capital and make a small profit."

"Brother, the cost of building a warehouse is a bit high. Brother Huayi can also catch it?"

"Hey, last year's speculative high point was full of positions. Anyway... this wave will first look at new highs. I believe in President Su, and I believe that the check of 'Huayi Brothers' will definitely reach new highs."

Many retail investor groups are gathering to discuss...

At the same moment, in the main hot money group of Yuhang where Su Yu belongs, besides being excited and excited, before the data of the Dragon and Tiger List comes out, there are differences about the leading stocks in the line of "film and television media" and the direction of the market trend. The differences finally came to light.

"There should be no doubts now, right? The leading stocks in the line of 'film and television media' are all circled by Mr. Su's 'Wealth Road'."

"I really didn't expect that Mr. Su's 'Wealth Road' would kill the list again."

"The key is that Mr. Su's speed is too fast, isn't it? Except for the three checks of Guangguang Media, Huayi Brothers, and LeTV, the other stocks that Mr. Su intervened in are not large, and they are all closed in the morning. Dead daily limit."

"Do you think other people's news channels are the same as yours and mine?"

"Normally, the 'Yuhang Department' fund managed by President Su already has such a large amount of funds. Without some information channels, it is impossible at all!"

"Is Mr. Su's 'insider trading'?"

"What kind of insider trading is this? It's not an ambush position in advance, waiting for a profit. It's just that the news was half an hour or ten minutes earlier."

"It doesn't count. It's really insider trading, and it won't show on the board at all."

"Speaking of which, how many chips did Boss Su buy recently? On the Dragon and Tiger List this month, Fortune Road and its related institutional seats have already bought more than 20 billion yuan. However, Boss Su's buying volume is definitely not complete. According to the data disclosed on the Dragon and Tiger List, it is estimated that... the entire holding volume of the 'Yuhang Department' should exceed 100 billion, right?"

"I think it's more than 100 billion holdings."

"I feel more than that!"

"No matter how much, at this time, the funds managed by President Su are definitely in a heavy position."

"I agree. This also shows that Su is always optimistic about the market outlook. At least he thinks that there should be no suspense for the Shanghai Index to break through 2300 points in the future, right?"

"There is also the line of 'film and television media'. Mr. Su's large-scale and eager intervention should also show that the hype logic and expected logic of this line are perfect. It is estimated that this line will take a long time. The big market is coming, everyone... I feel that the market is about to enter the stage of emotional hype that is the best way to make money."

"Haha... let's do a brainless relay tomorrow!"

"It's a relay. I've been resting for a few days, and I'm just waiting for Mr. Su's 'Wealth Road' to show up again on the Dragon and Tiger List."

"Similarly, I didn't keep up last time, but this time... I have to follow suit."

"I hope that the external market trend will be better tonight, so that the index will jump directly above 2300 points tomorrow."

"The index is actually not important now. After all, the market's continuous profit-making effect has already been played out. As long as the market does not suddenly suffer major negative losses, the market's sentiment to follow suit will not be bad."

When the hot money is jumping and excited, they all have bright brilliance in their eyes, and they are all looking forward to tomorrow's market.

Of course, no matter how the sentiments of the retail investors and hot money groups change under the stimulus of Su Yu's "Fortune Road" seats, they can't change the major institutional groups. Disgusted with the way the funds of the 'Yuhang Department' make deals.

At the same time, because of this disgust...

The capital groups of all parties in the market once again have serious differences in the judgment of the market outlook and the prediction of the main line of the market.