The investment era of rebirth

Chapter 506 The choice of the main institutions ([-])!
"Mr. Su, it is becoming more and more obvious that the market is leaning towards the main line of the small and medium-sized board and the GEM 'growth stocks' today." In the trading room, Zhang Guobing reported to Su Yu after a brief review, "And the market investment Emotions are also turning, and the main lines of 'infrastructure', 'military industry', and 'Internet finance', which are heavily held by several of our funds, have all shown signs of relatively concentrated main selling."

"If this situation continues..."

"I am afraid that the market will form a consistent hype expectation earlier than we expected in the direction of 'growth stocks' on the small and medium-sized board and the ChiNext board."

"And once this consistent hype is expected to take shape."

"If we want to use the disk to guide the market's short-term speculation funds to the fields we hope for 'big infrastructure', 'military industry', and 'Internet finance', it will become quite difficult."

"Today's market changes and market changes are much faster than I expected at the beginning of the day."

When Zhang Guobing said this, he paused for a moment, then thought for a moment, and then continued cautiously: "President Su, I always feel that the main funds in the market are deliberately guiding all the active follow-up funds in the market to the small and medium-sized board and the GEM." Growth stocks' direction, and deliberately creating an emotional atmosphere in which the market style turns."

"It's not just that the main funds are deliberately guiding a group of follow-up funds to gather in the direction of the small and medium-sized board and the GEM 'growth stocks'." Li Meng, who also stared at the frozen trading boards of the two cities for a long time, took Zhang Guobing's words and said, " The core lines of "infrastructure", "military industry" and "Internet finance" that we hold heavily in, especially the core concept stocks we hold heavily in, also obviously have the main funds deliberately suppressing and smashing the market, deliberately creating There are signs of the weak trend of the core main lines of 'infrastructure', 'military industry', and 'Internet finance' in the early stage, so that the active funds gathered on these main lines will be rushed to the growth stocks of the GEM and small and medium-sized boards. Go inside the main line."

"Really!" After Li Meng's reminder, Wang Can, the leader of a group of trading teams, observed the board and said in surprise, "Today's 'infrastructure', 'military industry', and 'Internet finance' are the most popular mainline fields in the early stage. Among the core concept stocks, the ones with the hardest outflow of main funds and the hardest hit are really the stocks that we hold heavily."

"Master, are we... being targeted?" Liu Yuan also discovered this problem at this time, and asked Su Yu anxiously.

Su Yu stared at the big market screen in the trading room with sharp eyes, pondered for a long time, and responded: "Mr. Li is right. In today's market, the main force has the most net outflow of funds and the most ruthless trading. On the Dragon and Tiger List, there are stocks with obvious signs of buying."

"Smash our market, and then use the hot hype created by the 'film and television media' to guide the market style to converge towards the small and medium-sized board and the GEM 'growth stocks' field. This trader..."

Su Yu smiled lightly, and said with emotion: "The timing is quite accurate, it's really not easy!"

"And this stock is aimed at our main funds, and the amount of chips held in the market should be quite large." Zhao Lijun took Su Yu's words and responded, "I guess it should be for our fund's position structure and operating style. One of the core institutions with considerable research on the market.”

"President Su, at this time, shouldn't we wait passively with positions?" Zhu Tianyang, who was more anxious, raised his head and asked Su Yu.

Su Yu looked around at everyone in the trading room, and responded: "Market transactions must be timely. The reason why this main force can accurately snipe us at this time, smashing 'infrastructure', 'military industry', 'Internet finance' 'These pre-hot mainlines have successfully led the mainline direction of the market to the small and medium-sized board and the GEM 'growth stocks' field with the help of the 'film and television media', which is a positive and direct impact on the market's mainline hype sentiment."

"It is also at this time that there is a lot of pressure on the Shanghai stock index at 2300 points."

"At the same time, I understand that the hot topics of 'infrastructure', 'military industry' and 'Internet finance' have accumulated too much profit-making chips after the continuous rebound in the previous week, and they have reached the adjustment of the chip structure, and short-term long-short divergence at the point in time."

"And..."

"'Film and TV media', a concept sector that can clearly represent the main line of 'growth stocks' on the small and medium-sized board and the GEM, just happened to have a heavy industry-specific positive news, which aroused the market investor group's hype sentiment for small and medium-sized concept stocks , and because of our fund's follow-up operation on the line of "film and television media" yesterday, a large number of seats in the "Fortune Road" were exposed on the Dragon and Tiger List, which also gave this fund a guide to the growth of the disk market to the small and medium-sized board and the ChiNext board today. The help of the transfer of stocks' fields has further intensified market investors' hype on small and medium-cap concept stocks."

"Generally speaking, the opponent's attack on us at this time is also in line with the change in market sentiment, coincides with the change in market trend, and the general trend of the sector market rotation. It is not that it is completely using its own funds and holdings to trigger a market style change. .”

"This is the so-called trader's idea of ​​moving at the right time, seducing market sentiment, and leading the direction of the market?" After Su Yu's explanation, Zhang Guobing realized something in his heart, and responded in a timely manner, "It's really powerful. The market style and trend have changed, and now our institution... has changed from the original active situation to a completely passive situation."

Su Yu nodded slightly, and said: "Indeed, we have become the active situation before, and now the passive situation. After all, the main funds of our organization are too large at present, and they are in the 'infrastructure' and 'military industry'. In the three major areas of "Internet Finance" and "Internet Finance", the holdings are too heavy, and it is impossible to follow the changes in market sentiment and the short-term changes in market trends, follow the trend, and adjust positions."

"We were careless when it was still in the early trading." Li Meng said, "I thought that the active funds in the market would naturally work together, but I didn't expect..."

Su Yu smiled and said: "There is no need to discuss things that have passed. Financial trading market, any opportunity, once missed, there will be no more opportunities to choose. We can only look forward and think about the market trend behind. , To think about how we can turn the current passive situation that is not conducive to us into an active situation that is beneficial to us.”

"You already have an idea in your heart, right?" Li Mengmeng asked Su Yu with a relaxed face and calmly.

Su Yu smiled, but did not answer directly. Instead, he looked around at the people in the trading room and asked again: "If it was the main funds of your overall trading company, how would you choose in the face of the current market changes? ? Where will we start to cut in and reverse our current passive situation?"

Hearing Su Yu's question, Wang Can was the first to answer: "We have analyzed it before. From the perspective of medium and long-term investment and the hype of expected differences, it is obvious that 'infrastructure', 'military industry', and 'Internet finance' are Several lines are better than the lines of 'growth stocks' in the small and medium-sized board and ChiNext's 'film and television media', 'Internet software', and 'Internet applications'."

"Moreover, the Shanghai stock index is currently only one step away from 2300 points."

"According to the weight ratio of the main line of 'big infrastructure' to the constituent stocks of the Shanghai Index, it should be easy to use the main line of 'big infrastructure' to leverage the market index."

"The investment logic and hype logic are still there."

"Moreover, investors' confidence in holding positions in the lines of 'infrastructure', 'military industry', and 'Internet finance', in today's situation, only has certain differences, and has not completely collapsed."

"Since that's the case, why don't we directly inject funds in the market trend in the afternoon, and strongly push up the line of 'big infrastructure', marking the index to 2300 points, and at the same time restore the investment confidence and position confidence of market investors in this line? ?As long as the Shanghai stock index can stabilize at 2300 points, everyone's investment confidence and confidence in the line of "big infrastructure" will definitely pick up, and the current weak situation of the main line of "big infrastructure" will be solved."

"But our current funds don't have a lot of cash available." After Wang Can finished speaking, Liu Yuan couldn't help reminding, "If you invest in after noon and don't pull up the market of the 'big infrastructure' line, At the same time, did it fail to make the Shanghai stock index stand at the 2300 mark?"

"Then we will become more and more passive after we consume all the available funds in the account."

"Moreover, once we go all out and fail to win the market, the current opponents who are attacking us will understand our position structure and concerns better."

"Afterwards, the other party will definitely increase the amount of beatings on our holdings and further guide market sentiment."

"Thus locking us in the several mainline fields that we currently hold heavily."

"In general, our current position level is too high, and we have lost the flexibility to respond to market changes. Even if we counterattack, we only have one chance to turn the current passive situation into an active one."

"Today's overall investment sentiment in the market is not weak, and the lines of 'infrastructure', 'military industry', and 'Internet finance' have not seen extreme panic selling." Wang Can responded to Liu Yuan's words, "Let's do our best. How could it be impossible to pull the disk up?"

"Ah Can, what Liu Yuan said is correct. You are acting recklessly regardless of the basic situation of our fund's current holdings." Zhao Lijun, who has a good relationship with Wang Can, glanced at Wang Can rather speechlessly, and said, " If you do this, we will definitely be eaten to death by the other party. In the end, we can only watch the market trend towards the small and medium-sized board and the GEM "growth stocks". market, or passively cut positions on the main lines of 'infrastructure', 'military industry', and 'Internet finance', chasing the main market direction led by the other party."

"Then what should we do?" Wang Can scratched his head.

He is naturally lacking in logical judgments and trading ideas in this regard.

Therefore, Su Yu and Li Meng only dared to put him in the position of a trading team leader, so that he does not have to think about too complicated trading ideas, but only needs to execute trading operations.

Liu Yuan thought for a while, then followed Wang Can's question, and then said: "If we want to lead the market trend back to the original main line direction, we must first guide the market sentiment and gradually build up confidence in holding shares in this direction. , investment confidence, and maintain or expand the money-making effect in this direction."

"For example, leading concept stocks such as Shanghai Construction Engineering, Beijiang Communication Construction, Tianshan Cement, and Pudong Construction cannot be discounted. It is necessary to maintain the popularity of these stocks and maintain the continuous profit-making effect of these stocks in order to make market sentiment more stable. , turn back again."

"Also, our holdings are too heavy, and we don't have enough cash flow to control the market."

"So it is necessary to simultaneously reduce the holdings of some non-core stocks in other directions while maintaining the market of these stocks, so as to withdraw funds and maintain a dynamic balance of positions."

"My suggestion is to lighten up the mainline stocks of 'film and television media' that we just bought yesterday."

"Didn't the funds that sniped our agency use the seat on 'Wealth Road' that we bought a lot on 'Film and Television Media' to make a wedding dress for him?"

"Then we can also reuse it in reverse."

"Maintain the money-making effect of popular concept leading stocks in the three main directions of 'big infrastructure', 'military industry', and 'Internet finance', and at the same time hit the small and medium-sized boards and the GEM's 'growth stocks' direction, which is the most core and the most hyped. The core concept stocks of "film and television media" will definitely disrupt our opponent's trading rhythm quickly, and gather back the vast retail investors and hot money groups that are currently rapidly gathering in the direction of "growth stocks" on the small and medium-sized board and the gem .”

"And as long as there is no follow-up and cooperation of the majority of retail investors and hot money groups."

"The line of 'growth stocks' on the small and medium-sized board and the ChiNext board has a high probability of being difficult to continue, and it will go out of a higher space."

"And as long as the market trend can turn back to the lines of 'infrastructure', 'military industry' and 'Internet finance', then we will have the initiative in the market again."

"Well, not bad!" After listening to Liu Yuan's thoughts, Su Yu nodded slightly to express his praise, then thought for a moment, and then said, "But... in case you maintain the 'Shanghai Construction Engineering, Beijiang Communication Construction, Tianshan Cement, Pudong Construction' these concept stocks' market, but the core market constituent stocks like 'Huaguo MCC, Huaguo Construction, Conch Cement, Gemdale Group' continue to be smashed, can't it be stabilized?"

"In this situation, relying on a few popular leading concept stocks alone will not be able to pull up the market."

"At the same time, the line of 'film and television media' is in the stage of fulfilling the extremely heavy positive expectations. With the amount of bargaining chips we bought in this direction, all of them are thrown out. In this stage of extreme emotions, for the 'film and television media' ' This line also has little effect, and it cannot achieve the expected effect in the train of thought you just mentioned."

"Can't you? Seeing Su Yu quickly pointing out the problem with the trading plan he had drawn up, Liu Yuan looked slightly frustrated.

Su Yu smiled and said: "It's not impossible, but the timing is wrong. The trading plan still needs to correspond to the timing of the market. All market trends are the result of the joint efforts of the funds on the market. We are not gods. No matter how much capital you have, you can’t fight against the market trend, at best you can only follow the direction of the trend, give timely guidance, and make full profits from it.”

"I understand!" Hearing Su Yu say the words 'move at the right time' again, Zhang Guobing, who had been meditating, looked quite excited, with a bright light in his eyes, and said hastily, "President Su means...we The best time to counterattack will be to wait for the short-term hype divergence in the line of "growth stocks" on the small and medium-sized board and the ChiNext board to emerge?"

(End of this chapter)