The investment era of rebirth

Chapter 594 The bull market came earlier than expected ([-])!

Qin Qiuyue didn't expect Su Yu to call to ask her about this, and said with a smile, "To tell the truth, Mr. Su, our fund trading team is planning to increase its position in this main line of investment."

"In that case, I won't say more." Su Yu laughed.

At present, the main holdings of several fund products of the "Yuhang Department" are mainly accumulated in the two main lines of "infrastructure" and "military industry", as well as the "Asia-Europe Economic Belt", "New Era Road, Maritime Silk Road", " Reform and reorganization of central enterprises and state-owned enterprises are the main lines of these core concepts. When the market of these main lines has not yet reached the highest point of expected sentiment, that is, when there is no obvious selling point.

It is difficult for several major funds to move positions.

After all, one cannot choose two opportunities at the same time.

In this way, with the help of the "Anzhao Fund" company, several "Anzhao" fund products have skyrocketed in scale funds, and the layout is expected to increase rapidly. At the same time, the inflow of large funds is also slowly accelerating the "Big Finance" sector. It became something Su Yu subconsciously considered.

At the same time, since the 'Anzhao Fund' company has become a wholly-owned subsidiary of the 'Yuhang Investment' company.

Then, the two trading teams can also share some problems in the direction of investment strategies.

And this... is also the reason why in the last two days, the shares of the entire 'Anzhao Series' fund products have been snapped up by a large number of Christians in the fund investment market.

"Based on Mr. Su's precise judgment on the financial trading market, it would definitely be better if Mr. Su was willing to give us some advice." Qin Qiuyue said with a smile, "How to lay out the line of 'big finance', and the core How to choose the target stock, we still need Mr. Su to guide us."

Su Yu said with a smile: "Under the expectation of the 'bull market', the layout path of the 'big finance' line should be easy to plan, right?"

"President Su also thinks that the market has turned into a 'bull market'?" Qin Qiuyue asked.

Su Yu said with a chuckle: "It's not my opinion, but the market has already reflected the expectation in this direction, and about the slogan of 'bull market', the institutional groups in the market have been shouting for a long time ? Now that market sentiment and investment confidence have fully recovered, naturally this kind of anticipatory slogan has the basis to become a reality.”

"Well, that's true." Qin Qiuyue nodded and responded.

Su Yu pondered for a moment, thought for a while, and reminded: "In the layout of 'big finance', the line of 'financial technology' should be paid special attention. This is also under the expectation of 'bull market', and there is a rapid expansion of expectations. , and has a field where the scale of demand and the scale of the industry have exploded exponentially.

And in the choice of financial stocks...

It would be even better if we could combine the core concept lines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', especially in line with 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', Financial stocks with certain restructuring expectations. "

"Okay, I understand!" Qin Qiuyue nodded and continued to respond.

After that, the two hung up the phone.

Qin Qiuyue hung up the phone, turned back to God, and stared at the traders in the trading room, her face became more excited and excited, and said to Zhou Hui, the trading team leader, with a smile: "Zhou Hui, It's rare...our trading and investment thinking coincides with Mr. Su's."

"Ah?" Zhou Hui was obviously a little surprised, "Boss Su is also optimistic about the core line of the market 'big finance'."

Qin Qiuyue nodded and responded: "Yes, and Mr. Su said that the market is already in the 'bull market' expectation, and the subsequent market trend may further accelerate."

"Ah..." Zhou Hui said in surprise, "Boss Su's judgment on the current market conditions is as accurate as ever."

After the Shanghai stock index broke through 2500 points without any hindrance, especially after the large-scale explosion, it can be seen that after large-scale incremental funds entered the market, Zhou Hui always had the feeling that a 'bull market' was coming, of course... this feeling It was very hazy, and she didn't know if it was right.

But now, with the approval of Su Yu.

The confidence in her heart was naturally extremely firm.

In fact, the changes in the market's investment sentiment and investment confidence are still obvious on the disk.

Of course, although off-market funds are entering the market in great strides, and many new investor groups have entered the market, differences in the market still exist.

This can also be seen from the selling pressure of a large number of profit-making orders at the beginning of today's trading.

However, when the market's money-making effect continues to deepen, and when the market's investment sentiment and confidence have completely reversed, this kind of divergence cannot stop the huge bulls.

She could almost predict that after the stock index really broke through the shackles of 2500 points.

Under the footsteps of the 'bull market', the market's upward path has now... officially begun, and the subsequent market conditions should also be even more turbulent.

Qin Qiuyue laughed and said: "President Su's judgment on the direction of the market has already been verified by the market again and again. There is no doubt that since President Su firmly believes that the market is already in a 'bull market' If we are on the way, then we don't need to hesitate any more."

"Okay!" Zhou Hui nodded, and said again, "Did Mr. Su have a specific plan for the main line of investment and building positions?"

Qin Qiuyue responded with a smile: "Boss Su just asked us to link up with the 'Asia-Europe Economic Belt', 'New Era Road, and Maritime Silk Road' when deploying the core and main line of investment in the 'big finance' market." , "Reform and Reorganization of Central Enterprises and State-Owned Enterprises" are the main lines of the core concepts. At the same time, we must pay attention to the main line of investment in the derivative market of "financial technology". line, and under the expectation of a 'bull market', it will explode with great investment potential."

"Fintech?" Zhou Hui thought for a while, "Should it be the 'Internet Finance' sector?"

Qin Qiuyue replied: "It should be, but not limited to this."

"I remember that in the main fund products of the 'Yuhang series' under the leadership of President Su, it seems that they have never given up on the layout in this direction." Zhou Hui remembered, "Since last year, for the first time in the market, the main line of the 'Internet Finance' market From the beginning of large-scale hype, it seems that for more than a year, the 'Yuhang series' fund products under the leadership of President Su have not completely left this main line field in the layout of several core main lines."

Qin Qiuyue said: "It seems to be true. This shows that Mr. Su is really optimistic about the line of 'financial technology'!"

"Yeah!" Zhou Hui nodded and continued, "It's this line. After a series of hype in the early stage, the valuation level is high, so it's not easy to start with. Moreover, these concept stocks, in terms of performance presentation, There are also many uncertainties, so it is not very good for stock selection.”

Qin Qiuyue thought for a while and said: "The overall core investment logic should rely on the logic of 'bull market' expectations. It should be easier for us to set target stocks based on this logic. The stronger it is, the more investors will enter the market.

When the brokerage business and various fund businesses exploded.

At the same time, under the surge of the "mobile Internet", using mobile devices, that is, smartphones to speculate in stocks, should be the general trend in the future, so... Under the expectation of the rapid increase of mobile financial users, as a trading platform software development and mobile customers Not to be missed are the financial service providers 'Tonghuashun' and 'Oriental Fortune' which operate on the Internet.

According to this idea, when securities companies, banks, and insurance financial institutions are developing mobile platforms one after another.

The company whose main business is mainly trading software development and maintenance, of course, should not be missed. The main business companies in this area are mainly "Hengsheng Electronics, Jinzheng Stock, Yinjie Technology, Changliang Technology..." These?
In my personal opinion, these two main business areas should have a certain scale expansion and performance explosion potential under the situation that the market's "bull market" expectations are becoming stronger and stronger. Other business areas, although the concept is very Good, but I'm afraid it will be difficult to have the ability to cash in on performance.

And pure conceptual hype is still rootless after all, and it cannot last! "

Zhou Hui responded with a smile: "I agree with President Qin's idea, and I also think that in terms of the line of 'financial technology', there is a certain possibility of expected explosion in the two main business areas mentioned by President Qin. Others, not to mention that they have no investment potential, but they are definitely worse."

"Okay!" Qin Qiuyue said, "Since you agree, let's make a preliminary plan and draw up the target stocks in this direction.

As for the 'traditional finance' area.

Under the logic of 'bull market' expectations, we can use the historical performance of the market in the past to find out what to expect. "

"Yes!" Zhou Hui nodded, "There shouldn't be much difference in the brokerage sector. Let's make a balanced layout according to the size of the brokerages. As for banks and insurance, in the weight of the overall layout of the positions, I think...it is ok. Slightly lower than the weight of the brokerage sector."

As the vanguard of the 'bull market'.

Historically, in the field of "big finance", the flexibility of the "brokers" sector is higher than that of banks and insurance.

Therefore, in the selection of position weights during the layout, the "brokers" mentioned by Zhou Hui give priority to, followed by banks and insurance. It can be said that there is no problem at all.

Qin Qiuyue thought for a while, and said: "President Su also emphasized before that when we are laying out the main line of 'traditional finance', we must pay strong attention to the concept of 'reform and reorganization of central enterprises and state-owned enterprises' in this main line field." Core financial stocks mean that such stocks can be placed in key positions and held as core weight stocks."

"Financial stocks with the reform and restructuring of state-owned enterprises?" Zhou Hui thought for a while, "This can only be found in the securities companies and insurance sectors. At the same time, the stocks of securities companies with the concept of restructuring should still be higher than similar stocks." flexible."

Thinking about it, she listed a few from memory, all of which were approved by Qin Qiuyue.

The two continued to discuss for a while, and first decided on the general direction of the fund's investment towards 'big finance'. Then, according to the two conditions mentioned by Su Yu, they listed a preliminary list of about 20 target stocks to be built. I plan to wait for the end of the market trading hours, after the market is completely closed, to discuss further.

Today's market trend, despite the "big finance" has changed, is also slightly stronger than the index performance.

But it didn't siphon the market like the two major themes of 'infrastructure' and 'military industry', as well as the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises'. Funds, get out of the emotional outburst mode.

Therefore, they were not in a hurry, thinking about quickly chasing high and grabbing chips.

And just when they carefully discussed the follow-up investment plan, and planned to expand the scale of the fund, the incremental funds would all be diverted to the direction of 'big finance' for deployment.

The market trading time came to 3 o'clock in the afternoon.

The disks of the two markets were frozen, and the stock index closed directly at the highest point of the day, fixed at 2532.78 points, up 1.78%. The daily turnover of the stock index alone reached 1422.49 billion. Compared with yesterday, the volume was close to 400 billion. , while the Shenzhen Stock Exchange Index and the ChiNext Index rose by 1.23% and 1.19% respectively. Compared with yesterday, they also increased significantly.

And in the entire market, the total turnover of the two cities reached 2972.33 billion, approaching 3000 billion.

And at the same time when the market is fully exploding.

All industry sectors in the two cities maintained a red market close.

Among them, the steel, real estate, and military industry sectors have increased by more than 3%, and within the sector, there has been a pattern of daily limit.

In terms of conceptual sectors, market funds are still being developed around the core concepts of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', and the market has penetrated into the 'Shanghai City Free Trade Zone', 'Huahan Free Trade Zone' and other fields.

And in the list of large net inflows of funds.

Real estate and securities ranked first or second, and the net inflow of large funds exceeded 30 billion.

Of course, in addition to these traditional mainline fields, today's "Internet Finance" also hit a market climax again, and the entire concept sector exceeded the daily limit of 7 stocks.

Faced with such a closing situation.

In the face of the entire market, among the nearly 2000 stocks participating in the transaction, only 200 stocks closed down, which is an extreme profit-making effect.

The entire domestic financial circle, both inside and outside the investor group, was extremely excited, and their inner excitement and ecstasy were undoubtedly expressed.

On the Internet, there are major stock investment exchange forums.

The number of exploding topics, as well as countless profit-making accounts posted, are like a raging fire, burning in the hearts of many investors who are still hesitant to enter the market, or who are still in the market and are still out of the market. They are both envious and jealous!

Among them, in this extremely explosive emotional interpretation.

When the Shanghai stock index broke through 2500 points in an all-round way, the market's intraday turnover hit a new annual high, and at the same time, the index point also hit a new annual high.

The majority of asset management institutions, brokerage institutions, and financial media in the market...

They also shouted the voice of "bull market" one after another, and cooperated with the regulatory authorities to further attract the accelerated entry of potential investors outside the market.

(End of this chapter)