The investment era of rebirth

Chapter 571 The Journey of the Bull Market ([-])!
"From the perspective of market sentiment performance and expected development, if you are optimistic... it should evolve like this." Su Yu followed closely the changes in the market call auction, and responded, "However, there are still many variables in the financial market. Before the trend is fully out, no one knows how the market will develop. We can be optimistic, but we must not be careless and lax. We must always maintain sensitivity to changes in market trends!"

"En!" Wang Can responded, expressing his deep agreement.

"On the line of 'technological growth', today's limit orders for the core popular stock 'LeTV' have been reduced a lot." After Su Yu responded, Li Meng stared at the trading boards of the two markets, and couldn't help but answer. , "If 'LeTV' is able to open its market today, the panic in the line of 'technological growth' will ease, right?"

Su Yu responded with a smile: "If the check for 'LeTV' can be opened today, it should be slightly more than expected, and it should be inspiring to the main market trend of 'Technology Growth', but... Yesterday Longhu The list shows that there are so many institutional chips in the check market, waiting to stop the loss and leave the market. At the same time, the market expectations of the main line of "technological growth", whether it is among the retail investor group or the hot money group, are all rising. In this situation, it is still very difficult for this check to open the limit today."

"What if the company releases some good news for hedging?" Li Meng said, "For this check, so many institutional funds are buried in the venue. From a certain logic, the company should cooperate with the institutions at this time to release Give some good news to hedge against the current major bad news?"

"It's not that easy." Su Yu said, "Besides, 'LeTV' is not just being named and criticized, but its business is restricted. According to market news, Mr. Jia of 'LeTV' hasn't shown up for a month or two. Well, there are a lot of rumors in the market. This kind of panic is not something that can be hedged by the company releasing some ambiguous good news. Only after this check will there be a certain chance for the mood and the market to pick up, otherwise... it will be a cloudy fall all the way."

"Of course……"

Su Yu paused, and said: "As the negative news of 'LeTV' continues to ferment and the stock price drops, the impact of this check on the entire main line of 'Technology Growth' will gradually weaken, and eventually the entire main line of 'Technology Growth' will , there is a high probability that it will get out of the pattern of relative differentiation."

"That's good." Li Meng said with a smile, "The line of 'technological growth' has entered a situation of continuous shrinkage adjustment and differentiation, which should be the best for the evolution of the overall market trend and for our main positions. Trend pattern, after all, if the trend of Shanghai and Shenzhen stock markets is too split, it will form a situation of pulling each other's legs, so that neither the Shanghai Stock Exchange nor the Shenzhen Stock Exchange can concentrate their efforts to break through."

"Only the line 'technological growth' has stabilized somewhat."

"The investment sentiment and profit-making effects of the two main lines of 'infrastructure' and 'military industry' have continued to deepen, and at the same time, the amount of active funds in the market can concentrate on these two main lines, so that the Shanghai Stock Exchange Index has continued upward momentum. At the same time, the market The money-making effect can be further expanded, and potential investor groups outside the market can be induced to enter the market.”

"Master, the trend of the call auction for the 'Chengfei Technology' check today is obviously a bit higher than expected!" After Li Meng finished her opinion, Liu Yuan stared at the board and reported to Su Yu, "This check directly It opened higher by around 7 points, and the buying volume on the market continued to increase as the call auction time passed. This call auction trend... I am afraid that after the official opening, the daily limit will be closed ah!"

"This check has already gone through two consecutive daily limit."

"If there is another daily limit today, it will become the only three-linked board stock that has changed hands in the market except for 'Fushun Special Steel'."

"Based on the popularity and strength of its funds to follow suit."

"This check seems to have become the conceptual leader of the entire 'Military Industry' main line sector in terms of 'Military Industry Asset Restructuring' hype expectations."

"I'm thinking……"

Liu Yuan paused, a bright look flashed in her eyes, and she continued with a smile: "Should we use the board space and emotional enthusiasm created by this check to further stimulate the 'military industry' business at this time?" The hype of the main line will increase the hype and the expected space of the 'military industry' line?"

"I don't think it's appropriate to forcefully stimulate the market at this time." Without waiting for Su Yu's response, Zhang Guobing responded, "Group Leader Liu, the overall hype sentiment in the market at this moment is actually not bad, and various active fund groups , For example, the short-term chasing sentiment of hot money groups and retail investors is obviously at a high level."

"The reason why the current market is weak is that it cannot achieve continuous Dayang breakthroughs."

"The fundamental reason is that the market has not actually gotten rid of the capital structure of the stock game, that is, there are not enough potential off-market investors to enter the market to provide sufficient incremental funds."

"In this way, in the essence of incremental funds, it is still unable to support the amount of selling and undertaking capacity when the market breaks upward."

"If we use the influence of trading seats to forcibly induce the market evolution of concept-leading stocks and forcibly drive the market's hype and follow-up sentiment, not only will the index not achieve the goal of a substantial upward breakthrough, but it will destroy the market as a whole. The upward trend is changing, and the future expectations of the two main lines of 'infrastructure' and 'military industry' are extremely quickly overdrawn, prompting the market to gather within these two main lines, and a large number of profit-making positions that have already made profits quickly fled at high levels."

"And the profit-making funds are concentrated and fled at high levels."

"At the same time, the market does not have enough incremental funds. If you take over the market at a high level, what is waiting for the market is bound to be a sharp correction."

"And when the index moves, it gets into this situation."

"In fact, for our institution, what we have done is completely useless."

"After all, our institution's holdings in the two major lines of 'infrastructure' and 'military industry' are quite large. For a while, with the size of our positions, it is also impossible to follow the high-level profits and escape funds, and together take profits to exit the market on a large scale, and do this band operation."

"What's more, after the market's short-term overdraft potential rose sharply, it pulled back sharply."

"It will also disrupt the overall bargaining chip structure that has been adjusted with great difficulty in the market, and at the same time, it will also cause a huge gap in the expectations of the majority of investors outside the market."

"At that time, the expectations of the two main lines of 'infrastructure' and 'military industry' will collectively drop. If we want to dominate the market and form the current trend and expected atmosphere, it will be even more difficult."

"Also, once these factors change, the market will pull back sharply, and if it falls back again, the space and time for subsequent adjustments will be lengthened a lot, causing great changes in our expectations for the future market, and at the same time changing Our institution's current investment and trading strategies."

"I think……"

When Zhang Guobing said this, he paused, pondered for a moment, organized his language, and then turned his attention to Su Yu, and continued: "Mr. Su, at this time, we should not only continue to stimulate the market's emotions and capital to follow suit, but instead The spread of extreme sentiment in the market should be slightly suppressed, and the market can go slower in the upward trend as much as possible, so that the investment logic of the two main lines of "infrastructure" and "military industry", as well as the derived "state-owned enterprise reform and reorganization ', 'Silk Road in the New Era', 'Military Assets Restructuring', 'Economic Free Trade Zone', 'Real Estate Recovery', 'Consumption Recovery' and other core investment logic and conceptual themes can be used in the continuous passage of market trading time. It will only work if it goes deeper into the minds of investors both on and off the market.”

"That is to say, we have to let the market go and wait here as much as possible."

"Let everyone understand why the market has risen in the past and where the logical expectations are, so that the market will have a solid upward momentum and potential."

"Only by waiting here for a while, strengthening the chip structure in the field, gathering more potential expectations, and actively giving up time and space, will our future profit potential be greater. 'Infrastructure', Only the market trends of the two main lines of 'military industry' can go further."

"That's right, well said!" Su Yu listened to Zhang Guobing's analysis, with a smile on his face, and praised, "Guobing's thinking on trading strategies already has a certain overall view. Indeed, we Although we are traders, in our eyes, we should not only focus on the rise and fall of the stock price in front of us. We must understand the expected changes in the market and the changes in trends, and under the premise of expanding the account profit as the ultimate goal, we should conduct appropriate market trading. inducement and trading operations.”

"A person's eyesight and vision are fundamental to determine his achievement."

"A trader who can only focus on the current market changes and the rise and fall of the stock price in front of him may be a good trader, but he is by no means a great trader."

"And to be a great trader."

"If you want to break through the limit of account funds and become a asset management manager at the level of tens of billions, or even hundreds of billions, or even a top trader at the level of trillions of assets, then you must have an overall vision and pattern. It is the most critical ability factor that restricts the amount of funds that a trader can control, and it is also the biggest ability factor that restricts the development of many asset managers in the industry."

"Why in the market, some traders operate funds below the 1000 million level, and their performance can skyrocket, but when the amount of funds reaches the 5000 million level, they are classified as mediocre. This is the reason."

"Also, why is it difficult for some powerful individual investors in the market to increase their funds once they have passed the 1 million threshold. This is the essence of the reason."

"The larger the amount of funds we have in our hands, the fewer opportunities we have for real investment choices."

"At the same time, the required trader will make more trade-offs in terms of market opportunities."

"I hope that everyone here can grow into a great trader in the future, instead of being limited to the current account and being shackled by your own vision and vision."

After finishing speaking, Su Yu glanced at Zhang Guobing again, still admiring Zhang Guobing's ability in his heart.

At the same time, considering the growth and scale expansion of the company's asset management business in the future, he already has an idea in his mind about the selection of the asset management managers of the main fund in the future.

Seeing that her proposal was rejected and Su Yu didn't get a good evaluation, Liu Yuan was somewhat depressed. However, after listening to Su Yu's views on the constraints on the growth of traders, she felt a lot clearer in her heart. , looking at Zhang Guobing, the unyielding momentum hidden in her bones slowly climbed up again, allowing her to really calm down and catch up with the cognitive gap and ability gap between the two.

In the 'Yuhang Investment' institution founded by Su Yu.

She is not the person with the most outstanding abilities and the best trading talent, and of course, she is not the person with the most outstanding academic qualifications and experience, but in terms of learning ability, self-reflection, and self-correction ability, in Su Yu's heart, she is considered a trader. Among the members, the most prominent one.

This is why Su Yu insisted on promoting her to be the leader of the trading team.

At the same time, it is also the fundamental factor for Su Yu's plan to train her.

When everyone had a brief discussion and a change of mind, the market trading hours began to enter after 9:20.

I saw that the entire market, after passing through the initial call auction period, after a large number of false pending orders were withdrawn from 9:19 to 9:20, the situation presented was more optimistic than that at 9:15.

First of all, in the entire market, more than half of the nearly 2000 stocks participating in the transaction still achieved a red market.

Secondly, the main line fields of "infrastructure" and "military industry", which have attracted the attention of the majority of investors in the market, and a large number of related industry sectors and concept sectors also showed a trend of opening slightly higher. It seems that they were not affected by the market at the end of yesterday because The impact of the falling trend due to insufficient energy, and the hidden worries of the poor performance of the external market last night.

And the entire 'infrastructure' and 'military industry' main line areas.

In addition to the core industry sectors such as "building decoration, building materials, machinery and equipment, real estate development, steel, public transportation, national defense and military industry", the industry sectors such as "port shipping", "coal" and "non-ferrous metals" have also begun to shake off the downturn The situation is driven by a group of "infrastructure core industry sectors".

And in the direction of the concept plate...

Driven by the original expected logic of the two main lines of 'infrastructure' and 'military industry', such as 'the reform and reorganization of state-owned enterprises', 'the Silk Road in the new era', 'Shanghai Free Trade Zone', 'Eurasian Economic Belt', ' Conceptual themes such as "military asset securitization" also showed a clear trend of strengthening.

Even because of the main line of "Technology Growth" affected by the negative price limit of 'LeTV', the concept sectors that showed extreme sell-off sentiment yesterday, at this moment, there are also many sectors and concept stocks that eliminate the panic selling sentiment. There is a flat market, or a trend of opening slightly higher.

Finally, the general call auction performance of leading stocks with popular concepts is stronger than everyone expected before the market. This shows that the active hot money groups in the market have not weakened their enthusiasm for chasing speculation, but have instead strengthened.

"After a large number of false pending orders were withdrawn, the market did not fall back much." At 9:21, inside Zexi Investment Company and the trading room of the main fund in Shanghai, Zhou Kan, who was carefully observing the changes in the market, was slightly surprised. "Last night, the trend of the external market was not good, and everyone's expectations for the market outlook of the external market were not good. It stands to reason that A shares do not have the gene to strengthen independently. This is... what is the situation?"

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(End of this chapter)