The investment era of rebirth

"Speaking of the 'Yu Hang Group' fund..." Zhang Guangnian heard Liao Guanghua mentioning the 'Yu Hang Group', the main fund in the market, and sighed, "This fund is really patient in holding positions. They are... The holdings on the core main line of Big Finance should have made double the profits, right? However, according to the data disclosed by the market, so far, this stock of funds has not been sold, maintaining a large-scale lock-up Warehouse situation."

Liao Guanghua nodded slightly and continued: "The 'Yuhang Group', the main force in the market, is indeed not simple. Of course, the most amazing thing is not their determination in holding positions, but their understanding of market conditions. The opportunity node for mining and entering the main line market.

There is also the exploration of core stocks in the main market...

These two points are what shocked the majority of investors in the market the most and what impressed everyone the most about this main force of capital.

Strange to say though.

According to the market intelligence we can obtain and our understanding of this organization, the other party should not have too deep personal connections.

Its information tentacles are also unable to reach within the regulatory hierarchy, or in other words, important national departments.

But they are always able to take the lead, seize the core of the market, and respond to policy trends and news trends before they do so, which is intriguing. "

"Well, looking back on the past historical operation records of this fund, it seems that this is indeed the case." Zhang Guangnian nodded, and a memory flashed through his mind, "Especially before the major benefit of the 'Shanghai Free Trade Zone' was announced last year, Now that I think about it carefully, the other party's preemptive layout in this big concept theme line is indeed a bit confusing. I wonder how Mr. Su of the 'Yu Hang Department' did it?

Of course, if we talk about the 'Yu Hang Group', the main financial institution in the market.

If its investment path and the excess performance achieved over the past year are derived from insider information and insider trading, it is obviously untenable.

Moreover, in the past year or so, the organization 'Yuhang Department' has developed rapidly.

Other organizations in the industry have reported more than once to this organization, but... didn't they find out nothing in the end? "

"That's true." Liao Guanghua nodded and couldn't help but sigh again, "This President Su from the 'Yuhang Department', I have to say, is really a freak in the market!"

Accompanied by the two's interpretation of the market, as well as analysis of subsequent market trends and even investment directions.

Before I knew it, the time had advanced to 6 p.m.

While major industry institutions and financial departments are getting off work, bullish sentiment and discussion enthusiasm across the entire network are still rising.

And in the evening, after the market news was silent for many days.

Regulators have once again sent a positive signal to the market.

At the same time, there is also new progress in the plan for "pension investment in the market". Various institutions expect that within one to six months, this benefit will bring at least hundreds of billions, or even trillions, of increments to the market. funds.

After many days, regulators continued to release good news to the market.

In the evening, late at night, the U.S. stock market finally ended its four consecutive negative trends. After opening flat, it quickly moved higher, and finally embarked on a sharp rebound offensive. In one fell swoop, it directly took back the broken trend line, allowing Its technical shape is no longer so ugly.

Moreover, this is a key trend for a sharp rebound.

It has given the senses to the vast investor community in the market and clearly eliminated the worries that everyone had before.

At the same time, the strong rebound of U.S. stocks also reversed the trend of other external markets, and led to the next day, November 11, Wednesday, the entire Asia-Pacific stock market generally opened higher.

I saw that the stock markets in Japan and South Korea generally opened higher and moved higher.

At around 8:45, the vast number of domestic retail investors, as well as many hot money and large investor groups gathered on the Internet before the market opened, were mostly excited at this moment, and they all believed that the Shanghai Stock Exchange Index carried the residual power of breaking through 3500 points in an all-round way, and With the good news and positive external market trends, the market will definitely open sharply higher, and I believe that today's market trend will definitely not be bad.

"Hey, the trend of the US stock market last night actually reversed the trend of the previous night and returned to the upward trend line. The crisis of breaking out and falling has been eliminated. It is really unexpected!" Before the market, around 9 o'clock in the morning, Yu In a private villa in Hangzhou, a trader in the hot money seat of 'Yuhang Beiyuan Avenue', Liu Changsong squinted at the various information before the market opened and said with a smile, "It seems... the trend of the US stock market is still tenacious."

Zhang Jianping, who was sitting opposite Liu Changsong, responded: "In the market, there is a saying that 'the longer the trend lasts, the harder it is to change.' This is called the inertia of the market. The market ecology of U.S. stocks is completely different from the domestic A-share market. , it’s not that easy to reverse the trend.”

"But that's okay." Liu Changsong paused and continued, "If the U.S. stock market can continue to advance rapidly, it will be a good thing for the domestic A-share market and even the global financial market."

"Even if there is no support from external market trend expectations, A-shares can continue to bullish according to their current performance." Zhang Jianping continued, "But since the external market trend is expected to continue to improve, then the trend of A-share market , and there is a high probability that it will become more radical.”

"It feels like we can almost reach 4000 points by the end of the year, right?" Liu Changsong said with a smile.

Zhang Jianping responded: "I dare not say this, but the current bullish sentiment in the market is indeed very positive, and after the Shanghai Stock Index fully exceeded 3500 points, the overall bull market pattern has been increasingly recognized by the majority of investors. It’s obvious...the Shanghai Stock Index’s motivation to continue its upward move is still there and strong.”

"The Shanghai Stock Index breaking through 3500 points is indeed surprising." Liu Changsong stared at the market that had not yet opened for trading, and continued, "Originally, I thought that the Shanghai Stock Index would most likely trade at 3400 to 3500 points for a period of time. I didn’t expect that...it is still in your interest to analyze and grasp the short-term and medium-term market conditions.”

Zhang Jianping laughed and said: "Don't put any high hat on me."

"This is not to put you in a high position." Liu Changsong emphasized, "That's the truth. Before you took over the bargaining chip of 'Oriental Fortune' at a high position, I still felt that there was something wrong and the risk was too high. Looking back now... … Or I am too conservative and short-sighted in my trading.”

"Everyone's trading style and trading risk tolerance are different." Zhang Jianping said, "It's normal to have different understandings of trading the same stock." Liu Changsong nodded and did not continue the topic. Asked: "Today's strong bullish sentiment before the market, coupled with the positive external market trends and positive regulatory news, combined with the superposition of several positive factors, Lao Zhang... Do you think today's market will most likely open higher?" At which position, or in other words, where do you think the market will open today, is it in line with expectations?"

Zhang Jianping heard Liu Changsong's question, thought for a moment, and responded: "If the Shanghai Stock Exchange, Shenzhen Stock Exchange Index, and ChiNext Index open higher by at least 0.5%, then they are in line with expectations. If they are to exceed expectations, It has to be generally opened at an increase of more than 1%."

Liu Changsong thought for a while and said: "It is still very difficult for all the major indexes to open at an increase of more than 1%, but if it is the Shanghai Index alone... it is still worth looking forward to."

"I think at this position, if we want to maintain the ultimate money-making effect of the market for a longer period of time, the Shanghai Stock Exchange Index should not open too high." Zhang Jianping said, "At least we cannot leave a gap at this position. After all, the gap between 3000 and 3500 points is the area with the heaviest holdup in market history.

Moreover, the huge selling pressure of 3500 points was not completely released when the Shanghai Stock Index fully exceeded 3500 points.

If there is a sharp gap and a high opening, the rapidly accumulated profit taking and arbitrage chips will be too large, which will bring extremely heavy selling pressure to the market, making it difficult to continue to open up the market space. "

"Haha... heroes see the same thing." Liu Changsong said with a smile, "I think so too. In fact, the pressure of 3500 points on the Shanghai Stock Exchange Index is not as easy as we seem. If we blindly short-squeeze and rise at this position, it will This resulted in an unstable internal chip structure and laid hidden dangers for subsequent market trends.”

"That's the truth." Zhang Jianping nodded and said, "Let's see how the three core main lines of 'big finance', 'big infrastructure' and 'military industry' will change later. If these three main lines, related industries If sectors, concept sectors, and popular weighted stocks can open in a more ideal position, then today's market conditions will be very interesting. On the contrary...the market risk of the market rising and falling will become considerable. big."

"I hope it won't be too high," Liu Changsong said.

"The opening positions of stocks in the two sectors of securities and Internet finance will never be too low." Zhang Jianping said, "After all, the overall bull market sentiment has been fully fermented, and the corresponding concept stocks and component weight stocks of these two sectors have been added. "Rocket Booster", the expectations of its two sectors have quickly jumped up. Moreover, the market's new capital groups and capital liquidity are quite abundant. There is a high probability that these funds will aggressively grab Raise money.

At present, we can only look at the two main lines of 'large infrastructure' and 'military industry'.

There are also the opening positions of a number of market main lines such as 'big consumption', 'technological growth', 'mobile Internet', and 'smartphone industry chain'.

As long as the opening positions of these main lines are not too high, the potential selling pressure in the market will not be particularly great. "

Liu Changsong nodded slightly and said: "The two major sectors of securities and Internet finance have become the two most popular sectors in the market, and their related core concept stocks and component weight stocks have also become popular both inside and outside the market. Capital groups give priority to stocks that follow up, coupled with the Shanghai stock index's overall breakthrough of 3500 points, the reversal of external trends, and the positive news... these positive factors, if these two major sectors cannot open significantly higher, it will basically declare that the market is in trouble It opens up new room for growth.

Therefore, it would be reasonable for these two major sectors to open significantly higher.

It's a pity that we didn't increase our positions on a large scale in these two major sectors yesterday. If we want to increase our positions quickly now... I'm afraid it's too late. "

"Let's take a look first..." Zhang Jianping comforted, "In the financial trading market, in fact, as long as it is a truly big bull stock, there will never be a chance to buy it. The investment logic is really strong enough and the future expectations are sufficient. The cost of investment when participating in an opportunity is not that important.”

Liu Changsong said helplessly: "Maybe I'm still used to doing left-hand transactions!"

"The essence of the left and right sides are the same." Zhang Jianping said, "As long as you grasp the expectations, the expectations will not stop and the stock price will continue to rise. As long as you grasp this point, in fact, the performance of the stock price, in my opinion, is more like It is a blind method that makes people ignore trading opportunities and ignore the real investment logic.”

Liu Changsong nodded and said, "That's true. The more you care about the stock price and the cost of intervention, the less money you can make."

Accompanied by a brief exchange between the two, and analysis and interpretation of various information, news, and market conditions in the pre-market market.

Unknowingly, the market trading time has arrived at 9:15.

I saw that the two markets, which had been stagnant for a day, began to beat rapidly the moment the time pointer just crossed 9:15.

At the same time, as the market jumps, the stock price jumps.

Hundreds of millions, or billions, of funds are already rushing to place orders and perform corresponding buying and selling operations.

Later, the rapidly beating disk gradually stabilized.

At 9:16, after just one minute of intense trading, there were initial orders from various financial groups.

On the two markets, more than 2000 stocks, including about 1800 stocks, have all opened red and opened high.

Moreover, it was just as Zhang Jianping expected.

The three core lines of 'big finance', 'big infrastructure' and 'military industry' still lead the market.

Among them, in the main line of 'big finance', the related securities sector and the Internet finance sector, the two major sector indexes showed an initial collective bidding situation. The indexes all opened significantly higher than the 1.5% increase, which can be said to be completely exceeded. Before the market opens, most investors have expectations for the market conditions of these two sectors.

Of course, as the core industry sector and concept sector in the main areas of 'big infrastructure' and 'military industry'.

Such as the 'national defense and military industry' industry sector, 'building decoration', 'building materials', 'non-public transportation', 'commercial real estate development' and other industry sectors, as well as 'nuclear power', 'domestic large aircraft', 'high-speed rail', A number of conceptual sectors such as 'Reform and Reorganization of Central and State-owned Enterprises', 'New Era Road, Maritime Silk Road', and 'Shanghai Free Trade Zone' also exceeded expectations and opened at a 1% increase in the initial collective bidding stage. above location.

As for the popular component stocks and popular leading stocks in these core main lines, there are also industry leading stocks and concept leading stocks that have attracted high market attention.

The stocks generally opened higher, significantly exceeding the pre-market opening expectations of a large number of investor groups for these tickets. (End of chapter)