The investment era of rebirth

Zhou Hui stared at the backend interface of the main control computer that summarized the holdings of the main fund products in front of her, nodded firmly, and responded: "No, I didn't expect...the main fund products under our company have become The explosive power of the mainline market of this round of 'big finance' is the biggest winner."

Thanks to the market entering November, the main line of 'big finance' has exploded to the limit.

The main fund products managed by their company have almost doubled their net worth in one month with almost all the 'big financial' main line chips.

And this performance...

Whether it is the absolute profit figures of its asset management scale or the monthly percentage increase in net worth.

All have set new records since the company was founded.

"Mr. Su is still far-sighted!" Qin Qiuyue said with emotion when thinking about the fundamental reason for the surge in the net value of the company's main fund products, "Except for Mr. Su, there should be very few people in the market who would have thought that before the Shanghai Stock Index broke through 3000 points, or rather Two months or even a quarter ago, if you thought about the 'big finance' line, it would explode like this, right?"

"I'm afraid even Mr. Su didn't think of it himself." Zhou Hui thought for a while and said, "The start of this bull market is really fast and violent. I'm afraid many investors, both inside and outside the market, haven't fully reacted yet."

Qin Qiuyue nodded and said: "Yes, in just one or two months, the market turnover has exploded from about 3000 billion to more than 9000 billion. This volume can explode with such speed, and the sudden rise of the Shanghai Stock Exchange Index, If you hadn’t seen it with your own eyes, it would be unbelievable.”

"But for the 'Big Finance' line, it feels like it's almost time to take profits in the short term, right?" Zhou Hui continued to ponder for a while and said, "Although the current expectations and long sentiment of this core main line are still very Exciting, but the technical divergence has become more and more serious.

Moreover, this core main line has been continuously short-selling and rising.

The mood has been so hot.

It is difficult to clean out a large number of short- and medium-term profit-taking chips on related core-weighted stocks and popular stocks. In other words, in terms of its overall chip structure, the proportion of profit-taking and arbitrage chips will only increase. The higher.

In this situation……

There are more and more people sitting in the sedan chair, and fewer and fewer people carrying the sedan chair.

The sedan is getting heavier and heavier, and the potential selling pressure is getting bigger and bigger. Then even if the emotions and expectations are strong, the stock may have to shift to the adjustment stage. "

In the financial market, any main line market trend is not achieved overnight.

The core line of 'big finance' has generally doubled in the short term, especially in the current short- and medium-term profit taking and unwinding of arbitrage. People have begun to be optimistic and have begun to lock up positions collectively. The entire 'big finance' The trading volume of the main line will not continue to increase further.

Zhou Hui estimates that this core main line is not far from the top of the short-term trend.

Of course, analyze it from a long-term logic.

Whether it is the positive aspects of macro news, or the bull market sentiment, transaction volume, financing balance, etc. in terms of market performance, the long-term logic of the core line of 'big finance' continues to strengthen and remains the same. It has a strong long-term investment logic and is still the most cost-effective core investment line in the two long-term investment logics.

"Your analysis makes some sense." Qin Qiuyue said, "However, despite this, at present... we still have not reached clear short- and medium-term selling points, as well as the point of reducing positions and taking profits for several of our main fund products.

At least the overall bullish sentiment on the core line of 'big finance' has not yet reached its extreme.

As long as the emotion has not reached its extreme, there are still more potential big benefits.

Then, the line of 'big finance' can still rely on the inertia of the trend and the continued hot disk money-making effect to continue to attract a large number of off-site incremental capital groups to continue to follow the trend and chase higher funds.

Also... we have not received any relevant strategic instructions from President Su.

All this shows that the development of the market in the 'big finance' line is still relatively safe at the current time point.

We can also let the profits from the position continue to run for a while.

Of course, among the constituent stocks held by several of our main fund products, stocks that have clearly turned from strong to weak, and whose volume has once again increased to a high level after maintaining a stable lock-in, should reduce their positions and take profits when the decline is still clearly evident. Or clearing positions and taking profits, you still can’t hesitate.

In short, while we remain positive and optimistic, we must not forget the potential investment risks in the market. "

"Okay!" Zhou Hui nodded, paused for a while, and then said, "Mr. Qin thinks that the core line of 'big finance' will be the real adjustment and transformation node, and the clear short-term and medium-term position reduction node, roughly where it will be. When will it appear?"

Qin Qiuyue was stunned by her question and couldn't help but smile and said: "The short- and medium-term market trends are difficult to predict, what do you think?"

Zhou Hui thought for a while and responded: "If the news in the market that 'the central bank will cut interest rates and lower reserve requirements next month' is true, then it should be when this news comes to fruition. When this big news With the benefits coming to fruition, everyone has made it clear that macro-monetary fundamentals are turning and the market liquidity will become higher and higher. If the main line of 'big finance' that has strong potential benefits in the short and medium term is lost, there will be a high probability of short and medium term benefits. The expected stall situation will trigger an adjustment trend of this core main line with a high probability."

"Then... what if the news that 'the central bank will cut interest rates and reserve requirements next month' is finally falsified by the market?" Qin Qiuyue said, "If the market news develops like this, what do you think about the 'big financial' The core plot, what will happen next...?"

Zhou Hui thought about it carefully and said: "No matter whether this potential blockbuster good news is true or false, falsified or completely confirmed, as long as the news and rumors are completely realized, then I think the core line of 'big finance' will be It will most likely enter a short- to medium-term adjustment stage.

In fact, in our A-share market, what funds are concentrated on is always speculation, not the fundamental changes and performance after the expectations are realized.

As long as there is strong expected support, the stock price will definitely rise due to the swarming of funds.

On the contrary, no matter how good the performance is, if there is not enough expected support from the relevant market mainline, industry, and company, then it will be difficult for the valuation to rise no matter how low it is.

For example, currently on the market...

Are the valuations of the liquor, white goods, and automobile sectors in the large consumer sectors low enough?
But what's the result?The market trends of these major sectors this year have not been as reflected in their performance, and they have basically not outperformed the broader market index.

Of course, these major sectors are compared with the major cyclical sectors of coal, nonferrous metals, and petrochemicals.

It's relatively not that bad. "

"I didn't quite understand the saying 'stock speculation, speculation in expectations, not the fulfillment of expectations' before, but now I feel that it does make a profound sense." Qin Qiuyue said, "In this case, let's wait for the core line of 'big finance' It will be great when the relevant major benefits come to fruition.”

Zhou Hui nodded and said, "Okay, let's wait for the expected benefits to materialize."

As the two discussed the current market conditions and predicted subsequent market conditions...

At this moment, during the lunch break, all the stock discussion areas in the two cities, especially the stock market discussion forums, and the stock market comment areas of financial media where a large number of retail investors gathered, discussed topics about the current market, and collectively watched. There are many opinions on market conditions, which are even more intense. "After the market opens in the afternoon, the profit-making effect of the two cities will continue to expand, right?"

"We will definitely continue to expand!"

"The market is already in a comprehensive bull market. Do you know what a comprehensive bull market is? That is...all market suspension time points are the beginning of further intensification of bullish sentiment, and all market correction points are opportunities to increase positions and buy. , under this situation...there is no doubt that the market trend in the afternoon will definitely continue to refresh the intraday high, and continue to expand the market's money-making effect."

"There is no doubt that the Shanghai Stock Index is definitely on a positive trend again today."

"The 'Big Finance' line is really ridiculously strong, and depending on the situation, today the three Musketeers of 'Internet Finance' are likely to collectively hit the daily limit again."

"There is no highest, only higher. This round of continuous short squeeze has really washed away a lot of unstable chips."

"However, although the market trend of the core main line of 'big finance' is still strong, overall, the further inflow of major capital groups has weakened, right?"

"It still maintains a net inflow of more than 40 billion. The scale of this net inflow of main funds is already quite large."

"Anyway, I continue to be firmly optimistic about the core line of 'big finance'."

"Definitely, continue to be long in the securities and Internet financial sectors. The two leading stocks of 'Flush' and 'Western Securities' will definitely be the first batch of five-fold or even ten-fold leading stocks to start this round of comprehensive bull market."

"Let's see it five times before we talk..."

"Yes, at least in the short term, the difficulty of the two checks, 'Flush' and 'Western Securities', will continue to double again, is still very low."

"With the strength of the 'flush' check, the expected doubling of the increase will definitely be unstoppable."

"'Flush' will first look at the market value of 500 billion. After the market value of 500 billion, we will talk about short- and medium-term adjustments. Now...it must be a no-brainer to buy!"

"Hey, in fact, it's not just the core line of 'big finance'. In today's market, there are really many investment opportunities. Many popular stocks and leading stocks are in the midst of rising waves."

"Yeah, I can clearly feel the money-making effect, and it's getting more and more popular."

"Not to mention, just in the past few trading days, I have made almost 20 points of profit by following the trend, haha... I have never thought it is so easy to make money in A-shares."

"The one with the strongest money-making effect is actually the 'sub-new stocks' sector, right?"

"Yes, the 'sub-new stocks' sector is really bullish. As long as it is a near-to-market sub-new stock, there is basically no stock that will not rise after the new stock is launched."

"With the extreme hype and profit-making effect of the two sub-new monster stocks, 'Blue Stone Heavy Equipment' and 'Hua Ke Dawning', the market conditions of the sub-new stock sector, as long as the market index is not very bad, there is no difference at all. Recently... the market I won a lot of new funds and made a lot of money!"

"Hehe, that's right. I didn't use new ones before, but now... I have to!"

"The winning rate is also getting lower and lower."

“With more new players, the winning rate will naturally go down.”

“I think it’s not worthwhile to start a new business, because you have to freeze funds. The market’s money-making effect is so strong that you can make money by buying anything. If you freeze the funds, you will lose investment opportunities in the market. Just like the past two days, I have obviously already I noticed that the check of 'Blue Stone Reload' was going to have a second wave of market prices. Unfortunately, the funds were locked up by the new purchase, and I couldn't buy it at all. I directly missed nearly 30% of the profit of 'Blue Stone Reload', and ended up with a new purchase. If you don’t win, the funds are unblocked, and the opportunity is completely missed, it can be said that the gain outweighs the loss, so... now I don’t buy new shares. Buying new stocks in the recent period is much better than making new profits.”

"Haha, that seems to be true."

“When everyone makes money, if they don’t make money, they lose money.”

"Yes, yes, the market has finally ushered in a bull market. It would be a shame to miss the market at this time."

"So, at this time, there is no need to analyze too much. If you analyze too much, you may miss more market trends. As long as you still have liquidity in your hands, you can just pursue long positions without thinking."

"Yes, yes... do long positions without any thought. If you buy, you will make a profit."

"In a comprehensive bull market, with continued large-scale new capital entering the market, all high-quality chips in the market will definitely be scarce."

"It is always right to buy high-quality leading stocks in the core main lines of 'big finance', 'big infrastructure' and 'military industry'."

"In the morning, more than 100 stocks in the two markets have reached their daily limit."

"I estimate that the number of stocks in the two cities will hit a new high today, right?"

"According to the intensity of the market trend in the morning, it is also possible that in the afternoon, with the help of higher bullish sentiment, the number of stocks will surge to more than 200."

"Based on the overall situation at the noon closing, the number of stocks in the two cities that rose by more than 7% in the morning is about 220. These stocks should all have hope of beating the market, so the daily limit of 200 stocks, It’s still very possible.”

"Haha, I feel like '[-]-stock daily limit' has become the norm in the market."

"According to the current trend of the market, I feel that in a week's time, we will probably see the Shanghai Stock Index break through 4000 points."

"There is no doubt that at the end of the year, we will definitely see the Shanghai Stock Index hitting the 4000-point mark."

"Everyone, everyone...see you next at 4000 o'clock!"

Amidst the extremely heated discussions among investors across the entire network, and the intense bullish sentiment that continues to ferment and play out, the lunch break goes by very quickly.

Unknowingly, when everyone reacted.

With much attention being paid to it, the trading time of the two cities has reached 1 pm sharp. After a brief suspension of trading for an hour and a half, the entire Shanghai and Shenzhen markets once again ushered in the official continuous bidding trading period.

Moreover, when the time officially crossed 1 p.m., the two markets began to beat again.

I saw that under the continuous fermentation, interpretation and brewing of the extreme bullish sentiment, whether it was the Shanghai Stock Exchange Index, the Shenzhen Stock Exchange Index, the GEM Index, as well as the core main lines, core sectors, weighted stocks of the two cities, as well as the highly concerned stocks A number of popular stocks have once again exploded in volume, rapidly setting new highs on the market. (End of chapter)