The investment era of rebirth
Chapter 548 Competition for Market Dominance!
"Could it be the funds of the 'Yuhang Department' that are driving the market?" Zhou Hui responded, "As we all know, several of the main funds under the 'Yuhang Investment Company' are capable in the fields of 'infrastructure' and 'military industry'. Those who hold a large amount of positions also have sufficient funds to drive the market and guide the market to break through upwards."
Qin Qiuyue stared at the trading boards of the two cities, pondered for a while, and said: "It's not like, 'Infrastructure' and 'Military Industry' have changed at the same time, and the volume can explode far better than before, and at the same time, the volume can continue to grow. The range of individual stocks involved , are also more durable and extensive than the previous few changes. The power of the main force of the 'Yuhang Department' alone cannot achieve this kind of disk effect. Generally speaking... it is more like multiple main funds in the market , due to joint efforts."
"Especially the checks for 'Huaguo MCC, Huaguo Railway Construction, Huahang Optoelectronics'..."
Qin Qiuyue's eyes were bright, she paused, and continued: "The active buying on the board is really a fight between you and me. Of course... the more obvious thing is that when the 'Huaguo MCC' just closed the board, the board was sold. There are many large orders of thousands of hands shown on the Internet, which can be clearly seen that the main force of funds is not the same main force."
"No matter which main force today is, the main line of 'infrastructure' and 'military industry' being leveraged..." Zhou Hui smiled, still quite excited in her heart, and said, "In short, it is a good thing for us .”
Qin Qiuyue nodded and said: "That's right. The market trend is fully shifting to the two lines of 'infrastructure' and 'military industry'. Then the net value of our fund will usher in a big change. I hope that the current This fire...can burn more vigorously and last longer!"
"Well!" Zhou Hui nodded, and said, "After the stock index jumped over the 2320 point, it is almost certain that it will break through the pressure level of the 2300 point, so... Many investors who hesitated on and off the market before should know Enter or increase your position, and make investment opportunities on the right.”
"in other words……"
Zhou Hui paused, smiled, and continued: "As long as the stock index confirms its breakthrough trend, the market's market expectations in the direction of the main board will become stronger and stronger instead."
"If there is no direct negative blow from the news in the middle."
"I think the Shanghai Index can be directly seen as high as the rebound high point set in April and May, and if the Shanghai Index can really be interpreted according to this expectation, then as the main core market of the market, 'military industry', The two main lines of 'infrastructure' and all the core related sectors have at least a 4% market height."
"And if the plate index is expected to be at a height of 20%, then the main core stocks should have a market height of 30% to 50%."
"Of course, this is the ideal state."
"But no matter what, this time, our fund has completely grasped the opportunity. We were able to follow the interpretation of the market and reap a lot of profits from heavy positions, and this... is enough to change the current sluggish net worth performance of our fund and let investors invest in us. The investor community has re-established investment confidence in our institution."
Qin Qiuyue smiled happily when she heard Zhou Hui's analysis, and responded, "I hope the market will develop according to our ideal expectations!"
Her confidence in the market outlook is far less than Zhou Hui's.
But there is no doubt that this time, they have indeed seized the best opportunity for the market to change. After completely breaking through 2300 points, how much room can they really rebound, at least they have a lot of opportunities and initiative in profit harvesting.
Along with the discussion between the two...
In the trading market between the two cities at this moment, the time has moved to 10:30.
I saw that after an entire hour of continuous bidding transactions, the market has completely shifted from "technological growth" to the main board's "military industry" and "infrastructure" fields in terms of market trends. The performance and intraday turnover have also surpassed the Shenzhen Stock Exchange in an all-round way.
"Sure enough, market investment is really anti-human."
At 10:31, Xu Zhongji, general manager of Yuhang and Minghui Capital, in the trading room of the main fund, stared at the market of the two markets and couldn’t help expressing emotion: “Let’s just say, when most investors in the market think that When the main line of 'Technology Growth' has huge investment opportunities, it is precisely this line that becomes a real trap for bulls, and the market...will not let the vast majority of investors make money!"
"Hmm!" Standing beside Xu Zhongji, the fund manager He Hong admired Xu Zhongji very much at the moment, and said with a smile, "Mr. , and is always born in 'reasonable, but unexpected'."
Xu Zhongji smiled and said: "It cannot be said that it is a pure zero-sum game. To be honest, there is still a 'value theory' in the financial trading market, but as a group of investors participating in the market, the weakness of human nature is always difficult to overcome. , This is also the essential reason why the market is always chasing ups and downs.”
"Fortunately, we resolutely increased our positions in the two sectors of 'infrastructure' and 'military industry' yesterday." He Hong felt very lucky at the moment, "otherwise, I'm afraid we won't be able to keep up with the changes in the market today."
"Sunshine always comes after the storm!" Xu Zhongji smiled and continued, "The two main lines of 'military industry' and 'infrastructure' have experienced continuous fluctuations at the 2300 point of the Shanghai Stock Exchange Index, coupled with the 'technological growth'. The continuous blood-sucking of the two main lines. After the Dragon Boat Festival, many investors who initially intervened in the market can still hold on to their bargaining chips. There should be very few. Regarding these two lines, this wave of washing... is really quite thorough ah!"
He Hong nodded and said: "Indeed, judging from the current market performance, the two lines of 'military industry' and 'infrastructure', the corresponding related concept sectors, and various popular stocks, the pressure on the market is not too great. The situation is still very good, which really shows that the internal chip structure of these two lines is quite clean."
"same……"
He Hong paused, and then said: "This also shows that within the two main lines, there are not many profit margins at the moment, and there is quite a lot of room, isn't it enough?"
"It's natural." Xu Zhongji said with a chuckle, "Shanghai stock index has completely broken through, the line of 'technological growth' has dropped from a high level, and the hype expectations have been relatively fulfilled. In addition to the continuous adjustments in the fields of "infrastructure" and "military industry" during the recent outbreak of the line of "technological growth", it can be said that... now the two main lines of "infrastructure" and "military industry" , that is, the weather, location, people and all the conditions for the outbreak of the market are all met, and the upward market space will not be small.”
"What we need to do now..."
Xu Zhongji smiled, and continued: "That is to continue to increase positions as much as possible, not to be afraid of market fluctuations, to hold on to the high-quality bargaining chips that have finally come to 'dawn', and let the profits continue to run."
"Continue to increase the position?" He Hong was slightly taken aback when he heard Xu Zhongji's last words.
Xu Zhongji nodded, and said with a smile: "Since the market trend has proved that our judgment direction and expected investment trend are correct, why can't we continue to increase our positions?"
"However, we have a very high position weight in the direction of 'military industry' and 'infrastructure'." He Hong said, "If we continue to increase positions, there will be risks of concentrated positions and single positions."
Xu Zhongji said: "Fund transactions cannot be completely rigid. The so-called concentrated positions and single positions are to concentrate positions on stocks of the same business type, or even the same stock, resulting in follow-up markets. The news of a single stock is heavily negative, or the corresponding 'black swan' event breaks out, causing irreparable losses to the fund, and it does not refer to a wide range of main line positions."
"Whether it is the line of 'military industry' or 'infrastructure', the scope of concept and industry sectors involved is very wide."
"Although we are trading around these two lines, the underlying targets of the fund's actual holdings and the scope of business sectors are not uniform, which is enough to avoid extreme 'black swan' event risks."
"Okay!" He Hong nodded, and asked again, "Mr. Xu thinks, which aspect is better to increase the position?"
Xu Zhongji stared at the disk, pondered for a moment, and said, "As far as the 'China Airlines' and 'Aviation Development' stocks in the military industry sector are concerned, and the 'special steel' stocks in the steel sector, the comprehensive outbreak of 'military industry' and 'infrastructure' stocks From the perspective of large industry sectors and concept sectors, these three points are basically the most obvious surge in main funds, the hottest buying sentiment, the largest accumulation of active buying volume, and the best market elasticity."
"En!" He Hong continued to respond.
Then, he turned around and quickly issued corresponding trading orders to other traders in the trading room.
And as his order was issued, accompanied by the sound of the keyboard in the trading room, the main force of the tens of millions of large orders quickly poured into the 'military industry' and 'steel' sectors, further stimulating the 'military industry' and 'steel' , 'Nuclear Power', 'Special Steel' and other related industry sectors and concept sector indices rose.
Similarly, at this moment in Shanghai, inside Zexi Investment Company, the trading room of the main fund.
After observing the overall market changes, Zhou Kan was shocked and began to suggest to Xu Xiang to continue to increase the stock chips in the fields of "military industry" and "infrastructure". The fastest speed, occupy the active position, and grab the excess profits in the market.
In this way, more and more main market institutions follow the trend and increase their positions to do more.
At 11:02 in the morning, the Shanghai Stock Exchange Index continued to refresh its intraday high, refreshing the height of the point to around 2325 points, and the intraday increase officially broke through the 1% mark.
On the other hand, the Shanghai Composite Index continued to make breakthroughs in a moderate and heavy volume, and there was no trend of any callback.
The Shenzhen Index, ChiNext Index, and Small and Medium-sized Index not only failed to keep up with the rise of the Shanghai Index, but continued to decline moderately.
As for the performance of industry sectors, concept sectors, and corresponding popular stocks other than the index.
I saw that the industry sector index of 'National Defense and Military Industry' took the lead and continued to break through upwards. At this moment, it has reached an increase of 2.75%, continuing to lead the rise of the two cities; after 'National Defense and Military Industry', 'Architectural Decoration' and 'Building Materials' , 'real estate', 'steel', 'machinery equipment', 'public transportation' and other related industry sectors related to "big infrastructure" have also occupied the forefront of the industry sectors in the two cities.
In terms of concept sectors, concept sectors related to "military industry", such as 'military-civilian integration', 'Beidou navigation', 'domestic large aircraft', and 'state-owned enterprise reform and reorganization', were at the forefront of the two cities' concept sector growth lists, and the intraday gains averaged More than 2%, and behind these concept sectors, the concepts of "universal infrastructure" such as 'nuclear power', 'special steel', 'Shanghai Free Trade Zone', 'cement', 'lease with the same rights', 'commercial real estate development', etc. It is also relatively eye-catching.
As for the main line direction of 'technological growth'.
Only 'Internet Finance' and 'E-Commerce' have maintained relatively high popularity, able to keep up with the rise of the Shanghai Stock Exchange Index and outperform the market. Others such as 'Apple Concept', 'Domestic Software', 'Film and Television Entertainment', Conceptual sectors such as mobile games' all surged and fell sharply, the main funds have a comprehensive net outflow, the market sells out one after another, and the trend of gradually weakening buying is seriously weaker than the market trend, and has become a lagging behind in the entire market. Among them, The concept sector of 'film and television entertainment' went deep into the water and became the leading concept sector in the two cities.
In terms of popular stocks...
The 20 stocks with the highest attention from investors in the two cities also showed a clear polarization trend.
Popular stocks belonging to the fields of "military industry" and "infrastructure", such as "Fushun Special Steel, Beijiang Communication Construction, Tianshan Cement, Hongdu Aviation, Huaguo Railway Construction, Huahang Optoelectronics" and other stocks, regardless of large, medium and small caps, are all A trend of heavy volume and skyrocketing; and popular stocks belonging to the field of "technology growth", such as "LeTV, Huayi Brothers, Netspeed Technology, Huaqingbao, Changqu Technology, Huace Film and Television, Crystal Optoelectronics, Hengsheng Electronics, Stocks such as Huaguo Software and Inspur Information have rarely sold red. Among them, LeTV has plummeted by more than 2 points, and Huace Film and Television has directly reached the limit.
At 11:15, the Shanghai stock index finally slowed down after hitting the highest point of 2327.77, and the persistence of the rush began to decay.
At 11:20, after the Shanghai stock index gradually fell into a shrinking and sideways state in terms of time-sharing performance, it dived from a high point and fell back. The GEM index and the small and medium-sized board index, which had fallen to near the flat plate, began to climb slowly and rebound. , the line of 'technological growth' also ushered in a short-term rebound trend.
At 11:25, near the close of noon, 'LeTV' once again became popular from the bottom of the water with an indomitable attitude, trying to lead the line of 'technological growth', further grabbing market liquidity, and reversing the decline in the market , Attract the intervention of bottom-hunting funds.
At 11:26, driven by the popularity of 'LeTV', the core concept sectors within the scope of 'Technology Growth', such as 'film and television entertainment', 'domestic software', and 'Apple Concept' all rebounded, but they were different from each other. At the beginning of the market, the market capital chased these concept sectors, and rebounded at this time. All the constituent stocks in each concept sector, including popular concept stocks, are all shrinking and rebounding, and they cannot release their energy.
At 11:27, the rapidly rising 'LeTV' was suppressed by selling orders on the market, and its upward trend was hindered.
At 11:28, when 'LeTV' exploded with a volume of 6.3 million in half a day and turned green again, 'Hua Guo Construction', a super-large-cap stock, suddenly exploded with extreme buying volume, continuous ten thousand The owner bought a large order and continued to attack the market, frantically driving up the stock price of this stock.
At 11:29, when the check for 'Hua Guo Construction' added more than 1 million active buying orders within 1.1 minute, the stock price soared to the 6% mark. At the same time, the stock index continued to rise and returned to the Around 2327 points.
Finally, when 11:30 came, the two cities ushered in the noon closing time.
The Shanghai Designated Index is at 2376.33 points, which is almost at the highest point in the session, and it has risen by 1.03%, holding the 1% increase mark. After half a day of violent shocks, the Shenzhen Stock Exchange Index has only achieved a 0.17% increase. As for the ChiNext Index , Small and medium-sized board index, in the last minute of trading time at noon, changed from red to green, closing down 1% and 0.12% respectively. Based on the opening point, the half-day drop was close to 0.23%.
Facing such a closing situation...
At this moment, the majority of investors in the market, including countless institutions, hot money, large investors, and retail investors, are extremely shocked in the minds of most investors. Few people would think that the main line of "technical growth" With the positive off-market trend and the extremely hot investment sentiment before the market, it turned out to be like this, and few people predicted that the investment sentiment of the two main lines of "infrastructure" and "military industry" was sluggish, which was significantly lower than expected Under the low opening situation, it was able to achieve a counterattack and lead the market in an all-round way.
"My God, today's market trend is really shocking."
Amidst the fierce collision of emotions in the entire market, some of the retail investors gathered in the online investment stock forum expressed their sincere emotion.
"The style of market quotations has completely switched, which is amazing and unbelievable."
"What the hell, today's line of 'technological growth' is really a sinkhole. I don't know how much money has been invested. It's like killing people without blood."
"Really... I successfully bought at the highest point."
"Hey, sure enough, when everyone is optimistic, nothing good happens. It's really hard to make some money in the stock market!"
"I can't figure it out at all. Why did the market trend suddenly turn towards 'infrastructure' and 'military industry'? Didn't the line of 'technological growth' rise well in the early trading?"
"Who knows, everyone is dumbfounded!"
"What about those people who sang a lot about 'technological growth' in the morning? I'm afraid their faces are already swollen?"
"I have to say, Mr. Su is still awesome!"
"I've said it a long time ago, following Mr. Su, there must be meat to eat, haha... Mr. Su is still reliable, what's 'technological growth', what's 'Shanghai is weak and deep is strong', what new investment ideas...It turns out that it is all bullshit, Only by following Mr. Su's 'wealth road' is the kingly way!"
"Indeed, hey...you shouldn't hesitate, the check from 'Fushun Iron and Steel' has not kept up."
"Facts have proved that only the 'big infrastructure' can drive the market, hehe... Today the stock index has risen above 2320 points in one breath. In this situation, the volume and price have risen together, and the perfect real breakthrough form, the stock index should not Go back to 2300, right?"
"Looking at the market in the morning, the two main lines of 'big infrastructure' and 'military industry' have already formed a capital siphon effect on other areas of the market, especially the line of 'technological growth'. Depending on the situation, adjustments are inevitable. This wave... the stock index is definitely a real breakthrough."
"The threshold pressure of 2300 points has passed, let's look at 2400 points in the future!"
"The main market of 'big infrastructure' is back again. I feel that this wave can see the stock index hit 2500 points again."
"Indeed, today's "big infrastructure" has undergone a comprehensive change, which is definitely a substantial breakthrough. After all, the super large-cap stocks with Chinese prefixes such as "Huaguo MCC, Huaguo Construction, Huaguo Railway Construction, and Huaguo Communications Construction" are all comprehensive. The status of the change, this shows that... the real core major institutions in the market have begun to fully enter the market."
"President Su's prophecy has come true..."
"Once the pressure of 2300 points is over, investors who are wandering and hesitant outside the market should also speed up their entry?"
"Sure, I can't help but want to increase my position."
"It's still the breakthrough of the Shanghai stock index to boost the momentum, and the small and medium-cap concept stocks have not had such momentum when they go up to the sky."
"It is necessary. Whether the market is good or not, the final point of entry still has to be on the Shanghai Stock Exchange Index. The height of the Shanghai Index really determines the market's market height."
"Today, the Shanghai stock index should be able to hit a big Yang line?"
"Without a doubt, for sure."
"Haha... I'm really looking forward to the opening in the afternoon. I have a hunch that the market in the afternoon will definitely be more intense."
"Speaking of the line of 'technological growth', is there any hope? It is really uncomfortable to step on the wrong rhythm in such a divided market trend."
"There is little hope. The line of 'technological growth' is really ugly this morning."
"I think there is no hope at all. Cut your positions and stop your losses as soon as possible, otherwise you will definitely get trapped deeper. After all, you have invested too much money in today. With so much trapped funds, the time to digest and adjust will definitely not be short. You Think about it, on the one hand, the adjustment has just ended and the upward trend has resumed, on the other hand, after a sharp rise in hype, emotional exhaustion and a surge of profit-making selling orders have just entered the adjustment state, it is not very obvious which side to buy and which main line direction to buy thing?"
"The market trend is unstoppable. Now that the market trend has reversed, I don't think there is any need to go against the market trend."
"The trend of the market proves that only Mr. Su is the 'god' of this market!"
"Damn it, looking back now, President Su's previous prediction was really amazing, it really exploded."
"As the news that the Shanghai stock index has completely broken through 2300 points continues to ferment on and off the market, and as more and more 'right-side investors' enter the market, there should be more institutional groups actively entering the market for Mr. Su's 'Yu Hang' It's about 'funds carrying the sedan chair, and concentrate on increasing positions in the direction of 'infrastructure' and 'military industry'?"
"I have to say that in the last minute of noon, the extreme change of 'Hua Guo Building' was not simple."
"Indeed, in that minute, the amount of buying that exploded was truly terrifying."
In the midst of heated discussions among retail investors gathered in online stock forums and communities, and driven by the huge profit-making effect of the main board's "infrastructure" and "military industry" sectors throughout the morning, market investment sentiment and expectations have also begun to move toward the main board. The direction of "infrastructure" and "military industry" has changed sharply.
Similarly, at this moment, Su Yue is in the Yuhang main hot money group.
After a brief resumption of the market, the hot money of a group of big investors also changed their investment expectations and corresponding follow-up hype directions.
Qin Qiuyue stared at the trading boards of the two cities, pondered for a while, and said: "It's not like, 'Infrastructure' and 'Military Industry' have changed at the same time, and the volume can explode far better than before, and at the same time, the volume can continue to grow. The range of individual stocks involved , are also more durable and extensive than the previous few changes. The power of the main force of the 'Yuhang Department' alone cannot achieve this kind of disk effect. Generally speaking... it is more like multiple main funds in the market , due to joint efforts."
"Especially the checks for 'Huaguo MCC, Huaguo Railway Construction, Huahang Optoelectronics'..."
Qin Qiuyue's eyes were bright, she paused, and continued: "The active buying on the board is really a fight between you and me. Of course... the more obvious thing is that when the 'Huaguo MCC' just closed the board, the board was sold. There are many large orders of thousands of hands shown on the Internet, which can be clearly seen that the main force of funds is not the same main force."
"No matter which main force today is, the main line of 'infrastructure' and 'military industry' being leveraged..." Zhou Hui smiled, still quite excited in her heart, and said, "In short, it is a good thing for us .”
Qin Qiuyue nodded and said: "That's right. The market trend is fully shifting to the two lines of 'infrastructure' and 'military industry'. Then the net value of our fund will usher in a big change. I hope that the current This fire...can burn more vigorously and last longer!"
"Well!" Zhou Hui nodded, and said, "After the stock index jumped over the 2320 point, it is almost certain that it will break through the pressure level of the 2300 point, so... Many investors who hesitated on and off the market before should know Enter or increase your position, and make investment opportunities on the right.”
"in other words……"
Zhou Hui paused, smiled, and continued: "As long as the stock index confirms its breakthrough trend, the market's market expectations in the direction of the main board will become stronger and stronger instead."
"If there is no direct negative blow from the news in the middle."
"I think the Shanghai Index can be directly seen as high as the rebound high point set in April and May, and if the Shanghai Index can really be interpreted according to this expectation, then as the main core market of the market, 'military industry', The two main lines of 'infrastructure' and all the core related sectors have at least a 4% market height."
"And if the plate index is expected to be at a height of 20%, then the main core stocks should have a market height of 30% to 50%."
"Of course, this is the ideal state."
"But no matter what, this time, our fund has completely grasped the opportunity. We were able to follow the interpretation of the market and reap a lot of profits from heavy positions, and this... is enough to change the current sluggish net worth performance of our fund and let investors invest in us. The investor community has re-established investment confidence in our institution."
Qin Qiuyue smiled happily when she heard Zhou Hui's analysis, and responded, "I hope the market will develop according to our ideal expectations!"
Her confidence in the market outlook is far less than Zhou Hui's.
But there is no doubt that this time, they have indeed seized the best opportunity for the market to change. After completely breaking through 2300 points, how much room can they really rebound, at least they have a lot of opportunities and initiative in profit harvesting.
Along with the discussion between the two...
In the trading market between the two cities at this moment, the time has moved to 10:30.
I saw that after an entire hour of continuous bidding transactions, the market has completely shifted from "technological growth" to the main board's "military industry" and "infrastructure" fields in terms of market trends. The performance and intraday turnover have also surpassed the Shenzhen Stock Exchange in an all-round way.
"Sure enough, market investment is really anti-human."
At 10:31, Xu Zhongji, general manager of Yuhang and Minghui Capital, in the trading room of the main fund, stared at the market of the two markets and couldn’t help expressing emotion: “Let’s just say, when most investors in the market think that When the main line of 'Technology Growth' has huge investment opportunities, it is precisely this line that becomes a real trap for bulls, and the market...will not let the vast majority of investors make money!"
"Hmm!" Standing beside Xu Zhongji, the fund manager He Hong admired Xu Zhongji very much at the moment, and said with a smile, "Mr. , and is always born in 'reasonable, but unexpected'."
Xu Zhongji smiled and said: "It cannot be said that it is a pure zero-sum game. To be honest, there is still a 'value theory' in the financial trading market, but as a group of investors participating in the market, the weakness of human nature is always difficult to overcome. , This is also the essential reason why the market is always chasing ups and downs.”
"Fortunately, we resolutely increased our positions in the two sectors of 'infrastructure' and 'military industry' yesterday." He Hong felt very lucky at the moment, "otherwise, I'm afraid we won't be able to keep up with the changes in the market today."
"Sunshine always comes after the storm!" Xu Zhongji smiled and continued, "The two main lines of 'military industry' and 'infrastructure' have experienced continuous fluctuations at the 2300 point of the Shanghai Stock Exchange Index, coupled with the 'technological growth'. The continuous blood-sucking of the two main lines. After the Dragon Boat Festival, many investors who initially intervened in the market can still hold on to their bargaining chips. There should be very few. Regarding these two lines, this wave of washing... is really quite thorough ah!"
He Hong nodded and said: "Indeed, judging from the current market performance, the two lines of 'military industry' and 'infrastructure', the corresponding related concept sectors, and various popular stocks, the pressure on the market is not too great. The situation is still very good, which really shows that the internal chip structure of these two lines is quite clean."
"same……"
He Hong paused, and then said: "This also shows that within the two main lines, there are not many profit margins at the moment, and there is quite a lot of room, isn't it enough?"
"It's natural." Xu Zhongji said with a chuckle, "Shanghai stock index has completely broken through, the line of 'technological growth' has dropped from a high level, and the hype expectations have been relatively fulfilled. In addition to the continuous adjustments in the fields of "infrastructure" and "military industry" during the recent outbreak of the line of "technological growth", it can be said that... now the two main lines of "infrastructure" and "military industry" , that is, the weather, location, people and all the conditions for the outbreak of the market are all met, and the upward market space will not be small.”
"What we need to do now..."
Xu Zhongji smiled, and continued: "That is to continue to increase positions as much as possible, not to be afraid of market fluctuations, to hold on to the high-quality bargaining chips that have finally come to 'dawn', and let the profits continue to run."
"Continue to increase the position?" He Hong was slightly taken aback when he heard Xu Zhongji's last words.
Xu Zhongji nodded, and said with a smile: "Since the market trend has proved that our judgment direction and expected investment trend are correct, why can't we continue to increase our positions?"
"However, we have a very high position weight in the direction of 'military industry' and 'infrastructure'." He Hong said, "If we continue to increase positions, there will be risks of concentrated positions and single positions."
Xu Zhongji said: "Fund transactions cannot be completely rigid. The so-called concentrated positions and single positions are to concentrate positions on stocks of the same business type, or even the same stock, resulting in follow-up markets. The news of a single stock is heavily negative, or the corresponding 'black swan' event breaks out, causing irreparable losses to the fund, and it does not refer to a wide range of main line positions."
"Whether it is the line of 'military industry' or 'infrastructure', the scope of concept and industry sectors involved is very wide."
"Although we are trading around these two lines, the underlying targets of the fund's actual holdings and the scope of business sectors are not uniform, which is enough to avoid extreme 'black swan' event risks."
"Okay!" He Hong nodded, and asked again, "Mr. Xu thinks, which aspect is better to increase the position?"
Xu Zhongji stared at the disk, pondered for a moment, and said, "As far as the 'China Airlines' and 'Aviation Development' stocks in the military industry sector are concerned, and the 'special steel' stocks in the steel sector, the comprehensive outbreak of 'military industry' and 'infrastructure' stocks From the perspective of large industry sectors and concept sectors, these three points are basically the most obvious surge in main funds, the hottest buying sentiment, the largest accumulation of active buying volume, and the best market elasticity."
"En!" He Hong continued to respond.
Then, he turned around and quickly issued corresponding trading orders to other traders in the trading room.
And as his order was issued, accompanied by the sound of the keyboard in the trading room, the main force of the tens of millions of large orders quickly poured into the 'military industry' and 'steel' sectors, further stimulating the 'military industry' and 'steel' , 'Nuclear Power', 'Special Steel' and other related industry sectors and concept sector indices rose.
Similarly, at this moment in Shanghai, inside Zexi Investment Company, the trading room of the main fund.
After observing the overall market changes, Zhou Kan was shocked and began to suggest to Xu Xiang to continue to increase the stock chips in the fields of "military industry" and "infrastructure". The fastest speed, occupy the active position, and grab the excess profits in the market.
In this way, more and more main market institutions follow the trend and increase their positions to do more.
At 11:02 in the morning, the Shanghai Stock Exchange Index continued to refresh its intraday high, refreshing the height of the point to around 2325 points, and the intraday increase officially broke through the 1% mark.
On the other hand, the Shanghai Composite Index continued to make breakthroughs in a moderate and heavy volume, and there was no trend of any callback.
The Shenzhen Index, ChiNext Index, and Small and Medium-sized Index not only failed to keep up with the rise of the Shanghai Index, but continued to decline moderately.
As for the performance of industry sectors, concept sectors, and corresponding popular stocks other than the index.
I saw that the industry sector index of 'National Defense and Military Industry' took the lead and continued to break through upwards. At this moment, it has reached an increase of 2.75%, continuing to lead the rise of the two cities; after 'National Defense and Military Industry', 'Architectural Decoration' and 'Building Materials' , 'real estate', 'steel', 'machinery equipment', 'public transportation' and other related industry sectors related to "big infrastructure" have also occupied the forefront of the industry sectors in the two cities.
In terms of concept sectors, concept sectors related to "military industry", such as 'military-civilian integration', 'Beidou navigation', 'domestic large aircraft', and 'state-owned enterprise reform and reorganization', were at the forefront of the two cities' concept sector growth lists, and the intraday gains averaged More than 2%, and behind these concept sectors, the concepts of "universal infrastructure" such as 'nuclear power', 'special steel', 'Shanghai Free Trade Zone', 'cement', 'lease with the same rights', 'commercial real estate development', etc. It is also relatively eye-catching.
As for the main line direction of 'technological growth'.
Only 'Internet Finance' and 'E-Commerce' have maintained relatively high popularity, able to keep up with the rise of the Shanghai Stock Exchange Index and outperform the market. Others such as 'Apple Concept', 'Domestic Software', 'Film and Television Entertainment', Conceptual sectors such as mobile games' all surged and fell sharply, the main funds have a comprehensive net outflow, the market sells out one after another, and the trend of gradually weakening buying is seriously weaker than the market trend, and has become a lagging behind in the entire market. Among them, The concept sector of 'film and television entertainment' went deep into the water and became the leading concept sector in the two cities.
In terms of popular stocks...
The 20 stocks with the highest attention from investors in the two cities also showed a clear polarization trend.
Popular stocks belonging to the fields of "military industry" and "infrastructure", such as "Fushun Special Steel, Beijiang Communication Construction, Tianshan Cement, Hongdu Aviation, Huaguo Railway Construction, Huahang Optoelectronics" and other stocks, regardless of large, medium and small caps, are all A trend of heavy volume and skyrocketing; and popular stocks belonging to the field of "technology growth", such as "LeTV, Huayi Brothers, Netspeed Technology, Huaqingbao, Changqu Technology, Huace Film and Television, Crystal Optoelectronics, Hengsheng Electronics, Stocks such as Huaguo Software and Inspur Information have rarely sold red. Among them, LeTV has plummeted by more than 2 points, and Huace Film and Television has directly reached the limit.
At 11:15, the Shanghai stock index finally slowed down after hitting the highest point of 2327.77, and the persistence of the rush began to decay.
At 11:20, after the Shanghai stock index gradually fell into a shrinking and sideways state in terms of time-sharing performance, it dived from a high point and fell back. The GEM index and the small and medium-sized board index, which had fallen to near the flat plate, began to climb slowly and rebound. , the line of 'technological growth' also ushered in a short-term rebound trend.
At 11:25, near the close of noon, 'LeTV' once again became popular from the bottom of the water with an indomitable attitude, trying to lead the line of 'technological growth', further grabbing market liquidity, and reversing the decline in the market , Attract the intervention of bottom-hunting funds.
At 11:26, driven by the popularity of 'LeTV', the core concept sectors within the scope of 'Technology Growth', such as 'film and television entertainment', 'domestic software', and 'Apple Concept' all rebounded, but they were different from each other. At the beginning of the market, the market capital chased these concept sectors, and rebounded at this time. All the constituent stocks in each concept sector, including popular concept stocks, are all shrinking and rebounding, and they cannot release their energy.
At 11:27, the rapidly rising 'LeTV' was suppressed by selling orders on the market, and its upward trend was hindered.
At 11:28, when 'LeTV' exploded with a volume of 6.3 million in half a day and turned green again, 'Hua Guo Construction', a super-large-cap stock, suddenly exploded with extreme buying volume, continuous ten thousand The owner bought a large order and continued to attack the market, frantically driving up the stock price of this stock.
At 11:29, when the check for 'Hua Guo Construction' added more than 1 million active buying orders within 1.1 minute, the stock price soared to the 6% mark. At the same time, the stock index continued to rise and returned to the Around 2327 points.
Finally, when 11:30 came, the two cities ushered in the noon closing time.
The Shanghai Designated Index is at 2376.33 points, which is almost at the highest point in the session, and it has risen by 1.03%, holding the 1% increase mark. After half a day of violent shocks, the Shenzhen Stock Exchange Index has only achieved a 0.17% increase. As for the ChiNext Index , Small and medium-sized board index, in the last minute of trading time at noon, changed from red to green, closing down 1% and 0.12% respectively. Based on the opening point, the half-day drop was close to 0.23%.
Facing such a closing situation...
At this moment, the majority of investors in the market, including countless institutions, hot money, large investors, and retail investors, are extremely shocked in the minds of most investors. Few people would think that the main line of "technical growth" With the positive off-market trend and the extremely hot investment sentiment before the market, it turned out to be like this, and few people predicted that the investment sentiment of the two main lines of "infrastructure" and "military industry" was sluggish, which was significantly lower than expected Under the low opening situation, it was able to achieve a counterattack and lead the market in an all-round way.
"My God, today's market trend is really shocking."
Amidst the fierce collision of emotions in the entire market, some of the retail investors gathered in the online investment stock forum expressed their sincere emotion.
"The style of market quotations has completely switched, which is amazing and unbelievable."
"What the hell, today's line of 'technological growth' is really a sinkhole. I don't know how much money has been invested. It's like killing people without blood."
"Really... I successfully bought at the highest point."
"Hey, sure enough, when everyone is optimistic, nothing good happens. It's really hard to make some money in the stock market!"
"I can't figure it out at all. Why did the market trend suddenly turn towards 'infrastructure' and 'military industry'? Didn't the line of 'technological growth' rise well in the early trading?"
"Who knows, everyone is dumbfounded!"
"What about those people who sang a lot about 'technological growth' in the morning? I'm afraid their faces are already swollen?"
"I have to say, Mr. Su is still awesome!"
"I've said it a long time ago, following Mr. Su, there must be meat to eat, haha... Mr. Su is still reliable, what's 'technological growth', what's 'Shanghai is weak and deep is strong', what new investment ideas...It turns out that it is all bullshit, Only by following Mr. Su's 'wealth road' is the kingly way!"
"Indeed, hey...you shouldn't hesitate, the check from 'Fushun Iron and Steel' has not kept up."
"Facts have proved that only the 'big infrastructure' can drive the market, hehe... Today the stock index has risen above 2320 points in one breath. In this situation, the volume and price have risen together, and the perfect real breakthrough form, the stock index should not Go back to 2300, right?"
"Looking at the market in the morning, the two main lines of 'big infrastructure' and 'military industry' have already formed a capital siphon effect on other areas of the market, especially the line of 'technological growth'. Depending on the situation, adjustments are inevitable. This wave... the stock index is definitely a real breakthrough."
"The threshold pressure of 2300 points has passed, let's look at 2400 points in the future!"
"The main market of 'big infrastructure' is back again. I feel that this wave can see the stock index hit 2500 points again."
"Indeed, today's "big infrastructure" has undergone a comprehensive change, which is definitely a substantial breakthrough. After all, the super large-cap stocks with Chinese prefixes such as "Huaguo MCC, Huaguo Construction, Huaguo Railway Construction, and Huaguo Communications Construction" are all comprehensive. The status of the change, this shows that... the real core major institutions in the market have begun to fully enter the market."
"President Su's prophecy has come true..."
"Once the pressure of 2300 points is over, investors who are wandering and hesitant outside the market should also speed up their entry?"
"Sure, I can't help but want to increase my position."
"It's still the breakthrough of the Shanghai stock index to boost the momentum, and the small and medium-cap concept stocks have not had such momentum when they go up to the sky."
"It is necessary. Whether the market is good or not, the final point of entry still has to be on the Shanghai Stock Exchange Index. The height of the Shanghai Index really determines the market's market height."
"Today, the Shanghai stock index should be able to hit a big Yang line?"
"Without a doubt, for sure."
"Haha... I'm really looking forward to the opening in the afternoon. I have a hunch that the market in the afternoon will definitely be more intense."
"Speaking of the line of 'technological growth', is there any hope? It is really uncomfortable to step on the wrong rhythm in such a divided market trend."
"There is little hope. The line of 'technological growth' is really ugly this morning."
"I think there is no hope at all. Cut your positions and stop your losses as soon as possible, otherwise you will definitely get trapped deeper. After all, you have invested too much money in today. With so much trapped funds, the time to digest and adjust will definitely not be short. You Think about it, on the one hand, the adjustment has just ended and the upward trend has resumed, on the other hand, after a sharp rise in hype, emotional exhaustion and a surge of profit-making selling orders have just entered the adjustment state, it is not very obvious which side to buy and which main line direction to buy thing?"
"The market trend is unstoppable. Now that the market trend has reversed, I don't think there is any need to go against the market trend."
"The trend of the market proves that only Mr. Su is the 'god' of this market!"
"Damn it, looking back now, President Su's previous prediction was really amazing, it really exploded."
"As the news that the Shanghai stock index has completely broken through 2300 points continues to ferment on and off the market, and as more and more 'right-side investors' enter the market, there should be more institutional groups actively entering the market for Mr. Su's 'Yu Hang' It's about 'funds carrying the sedan chair, and concentrate on increasing positions in the direction of 'infrastructure' and 'military industry'?"
"I have to say that in the last minute of noon, the extreme change of 'Hua Guo Building' was not simple."
"Indeed, in that minute, the amount of buying that exploded was truly terrifying."
In the midst of heated discussions among retail investors gathered in online stock forums and communities, and driven by the huge profit-making effect of the main board's "infrastructure" and "military industry" sectors throughout the morning, market investment sentiment and expectations have also begun to move toward the main board. The direction of "infrastructure" and "military industry" has changed sharply.
Similarly, at this moment, Su Yue is in the Yuhang main hot money group.
After a brief resumption of the market, the hot money of a group of big investors also changed their investment expectations and corresponding follow-up hype directions.
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