The investment era of rebirth

Chapter 592 The bull market came earlier than expected ([-])!

In the entire industry, there are few people he admires, but there is no doubt that Su Yu is one of them.

"Boss, the stock index has successfully broken through 2500 points, ending the period of big shocks that lasted for two or three years. It should have completely opened up the market's upside space, right?" Zhou Kan thought for a while and continued, "And the market's volume can The performance has been gradually rising recently. Looking at the situation today, it is estimated that the turnover of the two cities will exceed 2300 billion. This volume can show... Compared with two months ago, it has changed a lot. I feel that the pace of the bull market seems to be... It's really getting closer."

Xu Xiang nodded slightly and said: "It's really good that the market's upward trend and volume can match, but whether it can get out of the bull market trend depends on the next market's profit-making effect and the main market, and whether it can be further deepened. It is only necessary to live with the incremental funds that have recently poured in on a large scale.

If the market volume can increase, it must be stabilized to have a market.

Otherwise, it will be a flower in the mirror and the moon in the water after all.

And if you want to retain the large amount of incremental funds that are pouring in, so that they can continue to carry out market acceptance, investment, and speculation in the market, you need to further spread the main market market and the profit-making effect.

After all, everyone who enters the venue wants to make money in the venue.

If the effect of making money in the market is reduced, the main market cannot be further deepened, and everyone cannot make money, or lose money instead, then this part of the funds that have entered will naturally retreat gradually under the loss of the effect of making money, and when the market gradually If this part of incremental funds is lost, the amount can decay, and there will inevitably be problems in the market's undertaking.

As long as there is a problem with the undertaking of the market, it is normal for the market to enter the adjustment stage.

Therefore, after breaking through 2500 points, whether the Shanghai Stock Exchange Index can really open up space, or...whether this breakthrough is really successful, we have to observe and observe before we can make a final judgment.

As for the bull market..."

Xu Xiang paused, pondered for a moment, and then said: "Before the market form is revealed, everyone can only guess and predict.

From the current point of view, the fundamentals of the bull market in the market show signs of strengthening.

At the same time, the evolution of trends and sentiment, as well as the evolution of market investment confidence, have also strengthened.

But whether it can come out in the end, whether it can form a bull market trend, and whether it can form such a consistent expectation in the hearts of the majority of investors still needs to be observed.

What we can do now is also a point that needs special attention.

It is to focus on the two main lines of "infrastructure" and "military industry", as well as the main concepts of "Asia-Europe Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Reorganization of Central Enterprises and State-owned Enterprises". Going deeper and deriving more main lines of investment. Can this kind of big logical investment thinking cover the entire weight blue chip and high-performance white horse, and even the entire market.

As long as the investment logic of these main lines can be further fermented and diverged in the market.

Then the market will naturally not be bad.

So we don't have to stare at the bull market or anything, just grasp the current market and timing. "

"The current market and timing?" Zhou Kan thought for a while and asked, "The boss is talking about the two main lines of 'infrastructure' and 'military industry', as well as the 'Asia-Europe Economic Belt', 'New Era Road, and the Maritime Silk Road' , 'Reform and reorganization of central enterprises and state-owned enterprises' are the main lines of the core concepts?"

Xu Xiang nodded slightly, and responded: "After the 'Yuhang Department' announced its net worth and performance, and after the Shanghai stock index broke through the shackles of 2500 points, with the large-scale incremental capital inflow outside the market, it is obvious that 'infrastructure', 'military industry' The expectations and capital inflows of the two main lines, as well as the core concept lines of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', are still growing.

At the same time, the market's investment sentiment and investment confidence in these major areas.

Thanks to the explosive performance of several main funds of the "Yuhang Department", as well as the two main lines of "infrastructure" and "military industry" in the past two months, as well as the "Asia-Europe Economic Belt", "New Era Road, and Maritime Silk Road" The continuous profit-making effect expressed by the main lines of the core concepts of "Road" and "Reform and Reorganization of Central Enterprises and State-owned Enterprises" is also being further strengthened.

In these major areas...

The continued inflow of funds, coupled with further enhancement of investment sentiment and investment confidence.

It can be foreseen that the two main lines of 'infrastructure' and 'military industry', as well as the main lines of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', are positive. There is still a period of main rising trend that has not been completed.

And this period of the main upward trend was stimulated by the main force of the 'Yuhang Department'.

Clearly, there has been an acceleration.

Similarly, along with the two major themes of 'infrastructure' and 'military industry', as well as the main concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of State-owned Enterprises' In other words, in the market, other traditional investment lines with the same logic should still have great hype and investment potential.

Generally speaking, the market at this time... is still the best time to make money. "

Zhou Kan heard Xu Xiang's analysis of the current market situation, pondered for a moment, and replied: "That's true, I feel that the market trend is indeed going to accelerate in the short term."

"Oh, that's right..." Xu Xiang paused, and then said, "How is the application and approval work related to the new fund products that our institution intends to establish?"

Zhou Kan responded: "It has been reported to the regulators, and it is estimated that there will be a response in the next two days. After the response from the regulators, we can prepare for the official release."

"Okay!" Xu Xiang nodded and said nothing more.

And at this time, at the same time...

Inside E Fund, Pingyin Asset Management, Yinghui Fund Company, Huaxin Securities Proprietary Investment Department, Huatong Bank Proprietary Securities Investment Department, Shenzhen Xinniu Fund Company, etc. A series of asset management institutions Today's market trend, as well as the fund's net value and specific positions announced by the 'Yuhang Department', are still highly discussed.

Among them, Pingyin Asset Management is internal.

General Manager Liu Ziliang looked at the performance of several main fund products of the 'Yuhang Series', which can be called heaven-defying performance, and the announced weight of each stock holding, and sighed again helplessly.

Through the actual trend of the market, it proves the two main lines of 'infrastructure' and 'military industry', as well as the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' In terms of the main line, the line of "technological growth" does not have a small gap in terms of expectations, current valuation levels, investment sentiment, investment confidence, and bargaining chip structure.

At the same time, it also proves the fact that their previous investment strategies made selective mistakes.

In the whole process of building the main line of the market and inducing a breakthrough in the market, compared with the institution 'Yuhang Department', they have suffered a crushing defeat.

Fortunately, they did not stick to the wrong investment strategy in the end.

Seeing that the market trend was not right, they changed their investment and trading strategies in a timely manner. Otherwise... they would not only completely miss the breakthrough of the Shanghai Stock Exchange Index in the past two months and the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian economy' With the main rising trend of the core concept lines of', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', I am afraid that it will have to follow the adjustment of the main line of 'Technology Growth', and it will suffer a lot of losses , seriously underperforming the broader market index.

Although, they corrected the mistakes in investment strategy in time.

However, compared with the first-mover advantage of the 'Yuhang Department', there is still a huge gap in terms of profit harvesting for the market and fund performance.

"President Su of the 'Yuhang Department'... is truly admirable!"

Although the other party was once considered a strong market opponent by him, seeing the performance of the various funds of the 'Yuhang Department', reviewing the history of market trends, and considering the other party's accurate market judgment, he still had to admire him in his heart, and said with emotion: "This market research and judgment ability and investment strategy execution ability, in the whole market, it is estimated that only this President Su can do it.

Hey...we are still 4 months away from the end of the year.

According to the performance of these fund products of the 'Yuhang Series', if the market performance in the next 4 months is good, I really can't imagine how the final performance of these main fund products will reach. "

"The performance of the 'Yuhang Department' is indeed exaggerated." Chen Shen, the fund manager standing beside Liu Ziliang, responded, "It's unbelievable that a fund with a scale of tens of billions can still have such a performance. , but... Mr. Liu, what we should pay attention to at this moment is the series of market trend consequences that the performance announcement of the 'Yuhang Department' can bring to the market, right?"

"Yeah!" Liu Ziliang nodded and asked, "What do you think?"

Chen Shen responded: "I feel that the market has been stimulated by the performance of the 'Yuhang System', and the overall trend is strengthening. The two main lines of 'infrastructure' and 'military industry', as well as the 'Asia-Europe Economic Belt', 'New Era Road, Sea' The trend of the main concepts of the Silk Road and the reform and reorganization of central enterprises and state-owned enterprises is also strengthening."

"It's more than that." At this time, Gao Yixiang, the head of the trading team, also interjected, "I feel that the entire market has begun to move, and the incremental funds in the market have also increased significantly today. The Shanghai Index increased by almost 200 billion compared with yesterday. Ah, this amount can increase, it’s simply too terrifying.”

"Hmm!" Wang Jinglun, another trading team leader, also said, "I feel that the market has broken away from the previous capital pattern of the stock game. ', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-Owned Enterprises', the main trend of these core concepts has strengthened, and other undervalued traditional industry sectors, as well as blue-chip stocks, have also ushered in many main forces As for the care of funds, I feel that as long as there are stocks with potential in the market, there are funds scrambling for funds, Mr. Liu and Manager Chen... I feel that after the stock index has completely broken through the shackles of 2500 points, it has opened up the space for a 'bull market'!"

"Bull market?" Hearing these two words, Liu Ziliang was slightly startled.

As for Chen Shen and Gao Yixiang, they were also quite shocked. They looked at Wang Jinglun in surprise and asked, "Jinglun, are you too optimistic?"

"No, no... I am optimistic." Wang Jinglun emphasized, "It is the trend of the market, which has already shown this trend."

"Not necessarily?" Gao Yixiang said, "Although the current market trend is hot, it is not certain whether the Shanghai Stock Exchange Index can stand at 2500 points. The bull market...how can we talk about it after the Shanghai Index crosses 3000 points? Talking about a 'bull market' now, if the market has not gotten rid of the volatile market pattern, it will be very passive for our strategy change."

After the fiasco on the main line of 'technological growth'.

Now, in the entire asset management and trading department, everyone is obviously wary and risk-aware of radical changes in investment strategies.

"I don't think so." Wang Jinglun said, "Incremental funds in the market have increased dramatically, and countless large funds have entered the market aggressively to raise funds. All things that can be clearly seen.

Secondly, the two main lines of 'infrastructure' and 'military industry', as well as the future expectations and investment sentiments of the core concept lines of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' , hype sentiment, investment confidence... and a series of logics are still strengthening, which is also reflected in the disk.

As for the regulatory direction, everyone also hopes to induce a bull market to improve the financing environment in the market and lay the foundation for the registration system in the future.

At the same time, this round of results of the 'Yuhang Department' was announced, as well as the institution's acquisition of 'Anzhao Fund'.

In fact, if you think about it carefully, there is a purpose!

Moreover, it can be seen that the institution 'Yuhang Department' is in a state of obvious expansion both in terms of investment strategy and business operations.

This shows that this institution, which is highly concerned by everyone and hailed as a bright light in the market, is also obviously optimistic about the market outlook.

Otherwise, they will not aggressively expand their business at this time, and quickly expand the asset management scale of their institutions in the form of mergers and acquisitions.

Obviously, the other party did this because they wanted to gather more funds and plan to enter the market. "

After listening to Wang Jinglun's analysis, Liu Ziliang pondered for a while, and responded: "If you think about it from the perspective of Jinglun's analysis, the logic is smooth."

"Mr. Liu..." Chen Shen hesitated for a moment, and reminded, "I think... shall we take another look?"

Since Liu Ziliang took the lead in investing in the main line of "technological growth" last time, there is still a shadow in his mind about the rash investment strategy change.

So, in his will.

At this time, I would rather give up part of the profits and invest on the right side, rather than take risks and change the current investment strategy to invest on the left side.

Liu Ziliang smiled, did not speak, but turned his gaze to Gao Yixiang, and asked, "Group Leader Gao, what do you think?"

Gao Yixiang thought for a while, his eyes quickly slid across the faces of Liu Ziliang and Chen Shen, he hesitated for a while, and said: "I think...we should observe for a while, and wait for the market trend and the main line to go further, and then slightly Adjust your investment strategy for the better.

If there is a 'bull market', based on our fund's current position level, we will not miss too many market opportunities.

If there is no bull market, if we change our investment strategy at this time, take further heavy positions, and increase the level of fund holdings, then in case the Shanghai Stock Exchange Index does not stand firm at 2500 points here, the market outlook will quickly enter the adjustment stage, and the large box in the early stage has not been broken. In the case of an overall decline in expectations, then we... I am afraid that we will have to repeat the same mistakes again. "

"Okay!" Liu Ziliang saw that the two of them disagreed to change the investment strategy and increase the fund's position level at this time, smiled, and did not insist, "Then let's see!"

And as the discussion of several people ended...

At this time, the trading time of the market also just moved to 1:[-] p.m., and the two cities ushered in the official continuous auction trading session in the afternoon.

(End of this chapter)