The investment era of rebirth

Chapter 664 A mighty group of incremental funds!
At 10:16, 'Leiman Optoelectronics' followed the trend and skyrocketed, and hit the daily limit in lightning.

At 10:17, 'Fushun Special Steel', an early-stage leading stock in the concept fields of 'special steel' and 'nuclear power', also exploded in volume rapidly, hitting the daily limit upwards.

At 10:18, Hongdu Airlines closed the board in a straight line, and the time-sharing turnover reached 1 million in one minute.

At 10:19, "Northern Navigation" pulled upward rapidly, and the concept sector index of "BeiDou Navigation" also rose rapidly and explosively.

At 10:20, the 'military industry' sector index rose by more than 1.5% in a straight line, squeezing into the top five positions in the two cities' industry sector gaining lists, and realized the reversal of yesterday's trend.

At 10:21, in the field of "big infrastructure", core sectors such as real estate, steel, cement, architectural decoration, and building materials also rebounded rapidly.

At 10:22, 'Dalian Heavy Industry' closed the board in a straight line upwards.

At 10:23, the straight-line rise of 'Yingkou Port' brought out the concept of 'Northeast Revitalization'.

At 10:24, 'Shanghai Free Trade Zone', 'Yangtze River Delta Economic Belt', 'Pearl River Delta Economic Belt', 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and reorganization of state-owned enterprises 'And so on, the main line of core concepts in the early stage also launched a strong rebound, counterattacking the previous adjustment trend in the past few days.

At 10:25, in the field of the real estate sector, the daily limit of 'Kumho Group' rose.

At 10:26, 'LeTV' once again hit the 7% intraday increase mark, and the intraday turnover increased to more than 10 billion mark.

At 10:27, in just a few minutes, "Lexun Precision" reached over 5 million sales, and the intraday market growth also expanded to about [-]%, bringing out the comprehensive counterattack situation of the "Apple Concept" sector.

At 10:28, 'Hua Guo Petroleum', the core weight of the large-cap stock, rose by more than 2.5% within a day.

At 10:29, the stock prices of 'Huaxin Insurance' and 'Huaxin Securities' set new intraday and annual highs again.

At 10:30, the stock index rose by nearly 2%, and the Shenzhen index and the ChiNext index rose by more than 1.5%.

At 10:31, when the intraday turnover of 'Orient Securities' reached 21.87 billion, it suddenly went on the board and sealed the daily limit.

At 10:32, the securities sector index rose by 3.3% within a day.

At 10:33, the stock 'Hengsheng Electronics' tried to hit the board, and the daily turnover was close to 15 billion.

At 10:34, "Wangsu Technology" also exploded in a straight line, with an intraday increase of 4.22%, and the three checks of LeTV, Wangsu Technology, and Dongfang Fortune seem to be competing for the most important market capitalization stock on the ChiNext Index. It is already you The situation of scrambling and refusing to give in to each other.

At 10:35, the A50 index rose by more than 3% within the day. Among the constituent stocks in its sector, only a few two or three checks showed a downward trend, and the number of stocks in the red market reached more than 90%.

"It's another day for the market to skyrocket!"

At this time, Gu Chijiang, the general manager of Yuhang and Jingda Investment, and the trading room of the main fund, was closely watching the changes in the two markets, and he was very happy: "We have completely grasped the rhythm of this wave of markets. Heavy volume and general rise, the market bull market is really coming.”

Lin Tingzong, the fund manager standing behind Gu Chijiang, nodded with a smile and said: "With the deepening of the 'bull market expectations', after this week's continuous skyrocketing, and the tyrannical drive of the entire 'Big Finance' main line, the current investment in and out of the market Investor groups, basically, should have agreed with the 'bull market' market pattern.

The explosive speed of this continuous amount of energy... is somewhat unexpected!

I feel that the daily turnover of 6000 billion will be broken soon, and I don’t know what kind of volume and height space I can touch. "

"The line of 'technological growth' has completely caught up today." Gu Chijiang said with a smile, "Even the main lines of 'infrastructure' and 'military industry' that have been continuously adjusted for several consecutive trading days have launched a comprehensive counterattack today." The overall situation... The market situation is no longer distinguished from each other. As long as it is a slightly expected and valuable stock, it is being scrambled by a large number of capital groups. Ting Zong... This kind of market situation, you Do you think we still need to adjust positions in due course and concentrate fund positions on the main line of 'big finance'?"

Lin Tingzong thought for a while and responded: "I think it is still necessary. Although the current market is in an all-round upswing situation, the main fund group in the market and the core of the overall investment sentiment focus are still in the direction of 'big finance'. On the other hand, when the market is generally rising, there may not be much difference between the core main line and the non-core main line. However, once the market trend diverges...the difference will be big.

At that time, 'big finance' will definitely continue to siphon the active capital groups in the two cities further.

Other non-core mainline areas are bound to suffer blood loss.

The so-called market trading principle of "the strong will always be strong" is by no means empty talk.

I think taking advantage of the overall rebound of the market, "technological growth" has finally caught up with the rise of the main line of "big finance".

If you don't take advantage of this time to adjust your position.

Once this extreme hot emotion subsides a little.

Then, we will fall into a passive situation again, and it will be difficult to find a more suitable opportunity to adjust positions than the current one. "

"Okay!" Gu Chijiang nodded, trusting Lin Tingzong, "Then according to what you said, at this time point, we will take the opportunity to reduce our holdings of the stocks in the main line of 'technological growth' that we bought a while ago on a large scale. , increase the position of stocks in the main line of "big finance", and also increase the position weight of our fund products in the direction of "big finance".

but……"

Gu Chijiang paused, and then said: "We don't need to reduce all the chips we hold on the line of 'technological growth', such as 'LeTV', 'Netspeed Technology', and 'Light Media'. I think core stocks can still be held.

After all, Mr. Jia clarified the check for 'LeTV'.

Its current expectations, not only have not weakened, but have strengthened a lot, and it has a strong expectation gap.

In addition to this stock, bad rumors continued in the early stage, and the stock price was greatly suppressed by the market. At the same time, many core institutional groups that originally held this stock also carried out large-scale lightening of their positions during the stock price downturn. The current number of positions held by institutions in checks is not much.

However, this check is always the weight of core stocks referred to by the GEM.

Coupled with the shift in expectations, the market bull market is coming.

The main institutional groups of all parties, with a high probability, will increase the bargaining chips of this stock on a large scale.

According to my analysis, no matter whether it is the follow-up expectation, the reaction of the capital side, or the strength of the current trend... it is not weaker than the core concepts of securities, stocks and Internet finance in the main line of "big finance". stock.

So, I think we are on the overall investment strategy.

We must keep a close eye on the core main line of the market and increase the weight of our positions in the main line of 'big finance'.

However, it does not mean that there cannot be core component stocks in other core mainline areas that also have strong expected logic and hype value. "

"Well!" Hearing Gu Chijiang's words, Lin Tingzong nodded and said, "I am also more optimistic about the three core stocks mentioned by Mr. Gu just now. Indeed, specific issues and specific analysis will change our overall investment strategy. Under the circumstances, its trading rules and position mode don’t need to be too rigid.”

After finishing speaking, Lin Tingzong didn't need Gu Chijiang to give any further instructions.

He continued to glance at the current market changes in the two cities, and quickly turned his head to order the two trading teams behind him to quickly implement the investment strategy and trading strategy that he had just agreed with Gu Chijiang.

And when the two discuss the market conditions and make appropriate adjustment strategies.

In Shanghai, at the same point in time, most of the holdings are focused on Yinghui Fund Company, Yinghui No. 2 Fund Product Trading Room, which focuses on the main line of "technological growth". The investment strategy of holding shares in the "growth" field and pursuing the main line of "big finance".

But this moment.

When he saw the trend of the main line of 'technological growth' in the market, it seemed that the trend of the main line of 'big finance' was not weaker at all.

Moreover, the trend of the core stocks in the main line of "Technology Growth" seems to have made a comprehensive breakthrough, and the main funds have successively received signs of attention.

For a while, I couldn't help but hesitated again.

After all, the main line of 'big finance', especially the securities sector and the Internet finance sector, have been rising for more than 5 consecutive trading days, and have rebounded from the bottom, with an average of more than 20%. Even if the market outlook for the main line of 'big finance' Expectations, and positive expectations, remain strong.

It can be adjusted, and it is very likely to appear at any time!

On the other hand, the line of "technological growth" has lagged behind the Shanghai Stock Exchange Index in the early stage, and there is a need for supplementary growth.

Now, as the negative shadow of the core leading stock of 'LeTV', the core leading stock of 'Technology Growth' has been removed, and expectations have changed, it is very likely to lead the main line of 'Technology Growth' out of the continuous breakthrough situation, and the main line of 'big finance' Switch between high and low to form a short-term mainline market rotation.

"Manager Shao, let's..."

Seeing Shao Xiaoyun's hesitation, Liu Changling, the leader of his trading team, couldn't help reminding him.

Shao Xiaoyun looked away from the two markets, glanced at Liu Changling, and said, "Do you think we should decisively adjust our positions and shift our current focus of holdings to the main line of 'big finance'?"

"Of course." Liu Changling said, "Although the line of 'technological growth' has launched a strong rebound, whether it is emotional reactions, capital attacks, or positive feedback from market news, the majority of retail investors The strength of groups to follow suit is still far inferior to that of the main line of 'Big Finance'.

There is an essential difference between a rebound and a reversal!

From the current point of view, the line of "technological growth" is expected, but it has not yet formed a consistent market force.

In this case, once the market sentiment is exhausted, the general rise disappears, and the main line of "big finance" starts to siphon active capital groups in the market on a large scale, the line of "technological growth" will return to a weak and volatile situation. middle.

In my opinion, the line of 'technological growth' has not yet come to a reversal.

We made a misjudgment in the selection of the core main line of the market before. At this time... Mr. Shao, I think we should not hesitate. "

"But just in case..." Shao Xiaoyun hesitated, "At this time, we released the core chips of the main line of 'Technology Growth' and pursued the main line of 'Big Finance', and stepped on the wrong market rhythm again? Even if the main line of 'Big Finance' is currently expected to Very strong, the emotional reaction is hot, but in the short term, all the core stocks have risen by more than 20%."

Liu Changling said: "Even if the market rhythm is wrong in the short term, it doesn't matter. As long as the expectations and emotions in the direction of 'big finance' are still the strongest among the core lines in the entire market, it will be considered a short-term adjustment, and the stock price will also be adjusted quickly. It will recover the decline and return to a new high position."

"However..." Shao Xiaoyun thought for a while and said, "Let's take a look again. The current net value of our fund is already far behind the 'Yinghui No. 1' fund. It will be very difficult to keep up."

"Okay!" Seeing Shao Xiaoyun's insistence, Liu Changling sighed helplessly.

And with different institutions, different trading strategy choices...

The trading hours of the market, unknowingly, have reached 11:30, and the two cities are ushering in the closing time at noon.

The Shanghai Stock Exchange Index finally settled at an increase of 1.89%, the Shenzhen Stock Exchange Index and the ChiNext Index both increased by about 1.6%, and the half-day turnover of the two cities reached more than 3500 billion.

As for the major core main areas of the market.

The main line of 'big finance' still led the gains in the two cities. Among them, the securities sector index rose by 3.65%, and the Internet finance sector index rose by 3.53%.

After the main line of 'big finance' is the main line of 'technological growth'.

This morning, the main line of 'technological growth', supported by the strong rebound of a number of stocks such as 'LeTV, Wangsu Technology, Huayi Brothers, Guangguang Media, Ciwen Media...', became the second largest stock market after 'Big Finance'. The strong main line of the main line, especially the "film and television media" industry sector in the field, also achieved a half-day increase of more than 3%.

Other main line sectors such as 'big consumption', 'nonferrous cycle', 'petrochemical industry', 'infrastructure', 'military industry', etc.

Even though they didn't fully keep up with the rise of the Shanghai Stock Exchange Index, they all achieved a comprehensive red market surge.

Among them, in the main line of "military industry", except for a few heavyweight stocks such as "China Airlines Optoelectronics, China Airlines Shenfei, Hangfa Power...", the small and medium-cap constituent stocks in the sector are all skyrocketing and turning over, and "Hongdu Aviation , China Airlines Heavy Machinery, and North Navigation' three checks are even more strongly sealed off the daily limit.

Faced with a general rise in the two cities at noon closing situation.

Especially when you see that within half a day, the turnover has reached more than 3500 billion, the investment sentiment in your heart is like a flame, burning people into the market without knowing it, and countless investments The group of investors, looking at such a market performance, is as fanatical as a gambler in their eyes.

In the hot reaction of continuous emotions, there are countless incremental capital groups outside the market.

Regardless of whether it is large institutional funds, small institutional funds, retail funds, leveraged financing funds... they are all stepping up to enter the market desperately, preparing to grab high-quality stock chips in the market. In the bull market trend, grab huge investment returns and investment profits.

(End of this chapter)