The investment era of rebirth

Chapter 522 Competition for market dominance ([-])!
"Market news?" Li Meng was slightly taken aback, and said, "How can we change this?"

Su Yu smiled and said: "All the investment institutions in the industry can use today's offline investment strategy exchange meeting to make public speeches to guide the market sentiment. Why can't we? As long as the analysis is well-founded and does not fabricate negative or positive, Does not involve specific stock investment targets, any public speeches made by that person are reasonable and compliant, right?"

"You mean..." Hearing Su Yu's words, Li Meng understood in his heart, "We can take advantage of our company's own institutional influence to take a clear-cut view of the market in a certain direction, thereby attracting massive investment in the market. The high attention of the investor group, and guide the market investment sentiment to turn?"

Su Yu nodded slightly and said, "Yes, that's what it means."

"Can it work?" Li Meng was still a little hesitant about Su Yu's strategy, "There is no investment of real money to make a move to lure the market, and only rely on verbal opinions and judgments to activate funds in the market." Liquidity has shifted towards the "concept growth stocks" of the small and medium-sized board and the ChiNext board, this strategy... I'm afraid it won't work!"

Su Yu smiled, his face still very calm, and continued to respond: "It doesn't really matter whether the current market trend can be really reversed, as long as investors believe in the market analysis point of view of our public speech, the market is in the 'big infrastructure construction' market." ''Military Industry' and 'Internet Finance', these early popular main lines, still have a high degree of investor attention, and at the same time, they can make the market between the early popular main lines and the current hot hype main line of "conceptual growth stocks" in small and medium-sized caps, There are still big differences.”

"As long as the line of "conceptual growth stocks" in small and medium-sized caps is still unable to form a consistent market expectation in investors' minds."

"As long as there are several popular main lines in the early stage, with a high degree of attention, they can stabilize the strong and volatile market trend, intensify the change of hands in the market, and further clean up the unstable bargaining chips and short-term profit floating in this field. At that time, time is completely on our side.”

"in this way……"

"In the follow-up line of "conceptual growth stocks" in small and medium-sized caps, as long as the corresponding popular stocks weaken slightly and the divergence further expands, then we only need a small positive spark in the early hot main line of heavy positions, and we can once again completely Ignite the market in this field, so that the main market trend of the market will completely return to the direction we expected.”

"Understood!" Li Meng nodded and began to fully agree with Su Yu's thoughts.

After Su Yu finished speaking, he glanced at the market time, and immediately logged into his online account, which had published a post last year and had been marked as his personal identity by many retail investors in the market. Published an analysis article on the current trend of the market, comprehensively comparing the "mobile Internet", "smart phone industry chain" and other small and medium-sized "conceptual growth stocks" fields that have huge investment potential in the mouths of the managers of various core institutions in the industry in the morning , as well as the investment logic in the fields of "big infrastructure" and "big finance" in the direction of the main board, as well as medium and long-term investment expectations, performance expectations, valuation pros and cons, potential macro policy support and other conditions, and finally made a personal More optimistic about the direction of the main board, the main line of "big infrastructure" that has more valuation advantages, more investment value, more certainty in performance growth, more macro policy support and macro storytelling.

Of course, when making this analysis and mainline conclusions.

In order to avoid some unnecessary disputes, Su Yu did not say anything about the holding structure of his "Yuhang Series" fund, nor did he mention any specific investment targets constructively.

But even so...

As soon as his market analysis remarks came out, it caused a great sensation on the relevant online stock forums, and attracted the attention and participation of countless investor groups. In a few minutes, it overwhelmed the relevant news of the offline investment strategy conference in Shanghai, and became the most popular topic of discussion during the market break at noon.

"Haha, after a year, Mr. Su once again publicly spoke out against the market, what a blast!"

"Mr. Su's analysis is much more powerful than Mr. Liu's speech at the investment strategy meeting of the 'Pingyin Asset Management Department'! It is justified and convincing."

"President Su's speech, does it count as a slap in the face of all the asset management bosses who are optimistic about emerging industries at the investment strategy meeting in Shanghai today?"

"It must be a slap in the face, but... the market just needs people like President Su who dare to speak out."

"It's rare to see Mr. Su clearly optimistic about the market in a certain field of the market. It seems that... the market of the line of 'big infrastructure' is definitely not over."

"From the perspective of investment logic in all aspects, the line of 'big infrastructure' is originally the most deterministic main line of market trends in the market."

"Indeed, Mr. Su's analysis of the market is really incisive."

"It's not that I said that when Mr. Su started to hype the 'smartphone industry chain' and 'mobile Internet' last year, the main institutions that are optimistic about these two main lines have not reacted at all. Now the expectations of these two main lines are full. It has been fulfilled, and at this time... these main institutions are shouting to increase their positions and be optimistic, which inevitably feels like an 'afterthought'."

"It's not 'an afterthought', but an appeal to all of us to rush in and take over for them."

"Haha, I really want to attract everyone to come in and take orders, otherwise...these institutional bosses, why have they suddenly become so radical in their views on the market?"

"I'm not saying that in the current market, among the main funds, the only reliable one is Mr. Su."

"It must be President Su!"

"Fortunately, I didn't catch up this morning. Otherwise, if the market returns to the main line of 'big infrastructure' in the afternoon, I'm afraid I won't be able to cut the flesh."

"Damn it, isn't this about me? I only followed the news of Inspur when the market was closing at noon."

"As soon as Mr. Su's words came out, the market trend in the afternoon must inevitably be concentrated in the direction of 'big infrastructure'. In fact... only when the line of 'big infrastructure' is stabilized can the Shanghai Stock Exchange Index stand firm at 2300 points. The market Only then can we fully condense investment confidence and continue to open up space.”

"Yes, on the whole, the line of 'big infrastructure' is the most certain main line of investment expectations in the market!"

"Quickly, this market analysis article by Mr. Su has already appeared on the homepages of several financial media websites, and under the original post posted by Mr. Su, there have been more than 10 replies within 7000 minutes of commenting. Yes, it is as high as about 8000 times."

"The discussion on the main line of 'big infrastructure' is also rising in a straight line in an instant!"

"Damn it, this heat really deserves to be President Su!"

"Boss Su's influence on the domestic stock market is simply unique in the domestic financial industry. One person who speaks can win a tray of 10 billion funds."

"It is necessary. You must know that after Mr. Su founded the 'Yuhang Investment' company, all trading operations were accurate. Carefully review the published historical position data of several major funds of the 'Yuhang Department'. , is almost 100%, and there is no trace of trading shortcomings."

"The enthusiasm for the investment strategy exchange meeting in the capital management industry in Shanghai this morning has been completely overwhelmed by now."

"This meeting will not only overwhelm the enthusiasm of the investment strategy exchange meeting, but also overwhelm the popularity of the "concept growth stocks" that performed well in the morning by the relatively certain holding concept stocks of the "Yuhang Department", such as Beijiang Communication Construction, Huaguo MCC, Gemdale Group, Huaguo Communication Construction, Huaguo Railway Construction, Shanghai Construction Engineering, Pudong Construction, Tianshan Cement... and other core popular stocks of "big infrastructure" are all in a straight line. Soar."

"It's no wonder that the market diverges so much. It turns out that the direction Mr. Su is optimistic about is not consistent with the direction that the main institutions are optimistic about."

"Didn't it be said that there is a market only when there is a disagreement?"

"Yes, disagreement is not a bad thing, but a better buying point."

"If you really want to buy something, the line of 'big infrastructure' is in line. After all, looking at the entire market, only this line has not lost its popularity, and many related popular stocks have also maintained a relatively strong shock pattern. , the bargaining chip adjustment is relatively sufficient, and the main line of the main board direction with large divergences does not conform to this feature.”

"Looking at Mr. Su's public speeches in the past, or the market trend after he made corresponding clear actions, Mr. Su's optimistic market direction is almost an area that must rise in the market outlook, even though the current market trend is still in the first-line field of "conceptual growth stocks" , but the line of 'big infrastructure' cannot be let go."

"Follow President Su's point of view, even if you follow the trend without thinking, you can still make a lot of money."

"There is no doubt that the real main rise of the line of 'big infrastructure' has definitely not started yet. What the hell... What short-term pursuits? From now on, brainlessly increase the core stocks in the field of 'big infrastructure', In a word, for the line of 'big infrastructure', if I don't see President Su's seat clearly sold on the Dragon and Tiger List, I will only buy it and not sell it."

After Su Yu's public speech, the entire network erupted into extreme discussions...

During the same period of time, in the main hot money group of Yuhang where Su Yu was, many main hot money had their mentality exploded collectively at this moment, and the discussion heat exploded rapidly.

"Damn it, President Su actually made a public speech, I really didn't expect it!"

"Boss Su's influence is undeniable. With such heated discussions and emotional reactions, the SME board and GEM's 'concept growth stocks' are bound to dive in the afternoon!"

"There is a high probability that the market will turn around the main line of 'big infrastructure'."

"It's not a high probability, but it will definitely turn back to the main line of 'big infrastructure'. Fortunately...in the morning, the two main lines of 'Apple Industry Chain' and 'Film and Television Media' were not too aggressive. "

"The timing of Mr. Su's speech, think about it carefully, there are some unusual things and logic in it!"

"What do you mean?"

"It feels like Su is always deliberately guiding the disk to the direction of 'big infrastructure'."

"I also have this feeling, but even if this layer of factors is put aside, from the pure investment logic analysis, the investment value of the 'big infrastructure' line is far better than the 'mobile Internet' and 'smart' that broke out in today's intraday market." Are the two main lines of the so-called "concept growth stocks" in the mobile phone industry chain?"

"Indeed, I have always felt that the line of 'conceptual growth stocks' is almost meaningless."

"President Su has analyzed the pros and cons of the investment logic of the two main lines clearly enough. I think President Su's market views can be used as a reference for investment operations in the current market."

"Hey, I think that once Mr. Su's opinion came out today, it further proves that the holdings of the main funds of the 'Yuhang Department' must be in the direction of 'big infrastructure', but this is not a bad thing. At least the investment direction of the macro main line is clear."

"Not to mention anything else, just from the perspective of the bargaining chip structure, the line of 'big infrastructure' has been hyped for three consecutive days, and the line of 'film and television media', which has accumulated a lot of short-term profits, and today's full-blown explosion, but The line of 'Apple industry chain', which is still heavily held up above, still has a slight advantage, right?"

"I think the key is that the Shanghai Stock Exchange Index can only be driven by the line of 'big infrastructure'."

"Indeed, that's a big reason."

"GEM means that as an emerging index in the market, short-term speculation in the sky cannot fully gather the overall investment sentiment of the market, attract a large number of off-market investor groups to enter the market, and it cannot bring continuous huge incremental funds. It has been verified in the current market trend, so... I think that if the market really wants to make a comprehensive upward breakthrough, the stock index must break through, and if the stock index must break through, the market of the "big infrastructure" line is absolutely indispensable .”

"Didn't the regulatory authorities desperately want a continuous bull market to open up space for direct financing in the market? Therefore, continuous policy stimulus and various positive news stimulus should be inevitable. In this regard... President Su last year and now The published market views are all consistent positions and ideas, and I agree with this very much."

"Let's not talk about it, and go directly to the main line of the 'big infrastructure' in the afternoon."

"The recovery of real estate is already in sight, the speed of high-speed rail, the acceleration of urban construction, rural revitalization, the new Silk Road, the reform and reorganization of state-owned enterprises and central enterprises, the construction of Shanghai Free Trade Zone, and the construction of free trade zones in various places... Seriously, the term "big infrastructure" There are quite a lot of hype logic and investment expectations on the line, whether it is the hype space or the expected performance explosion space, it is indeed not weaker than the many "concept growth stocks" that are being hyped in the market!"

"Haha, the hype logic and investment logic of the 'big infrastructure' line have not changed. It's just that the market sentiment has fluctuated. In fact... the 'big infrastructure' line is far from fulfilling market expectations. At that time, it is very likely that the main Shenglang market has not even started."

"I have a feeling that the line of 'big infrastructure' will produce many stocks similar to 'Beixin Road and Bridge'."

"Don't feel it, the check of 'Beijian Jiaotong Construction' has already stepped out of the leading position, and the popularity of this check has climbed to the first place in the whole market at this moment."

"It can be foreseen that the market trend in the afternoon will definitely be turbulent again!"

With the rapid refresh of news in the group, and the influence of Su Yu's article on market views, the mentality of many hot money tycoons has changed.

Noon time flies by.

After a while, among the investor groups in the entire market, amidst the extreme discussions on Su Yu's market views and remarks, the time pointer moved to 1:[-] p.m., and the two cities ushered in the re-opening.

(End of this chapter)