The investment era of rebirth

Moreover, this kind of emotional expression is extremely crazy, and the money-making effect of the market is further converging on the main line weight stocks and popular concept stocks. Moreover, many heavy weight stocks and popular concept stocks are still continuing to explode in volume, constantly setting new highs on the market, and On the way to a new annual high.

The vast majority of investors, not only unaware of the possible risks, continue to increase their positions.

Even in terms of market analysis and market news analysis, many major institutional groups with comparative advantages are still in the process of continuing to increase their positions and go long.

For example, around 11:15.

Magic City, inside the E Fund Public Fund Company, the ‘Future Growth Mixed Selection’ fund product trading room.

As a fund product manager, Gao Yirong saw more than 10 billion new subscription funds added to the fund's background data on the main control computer, and he couldn't help but issue an order to continue to increase his position.

"Mr. Gao, are you still...continuing to increase your position?" Guan Yi, the trading team leader, hesitated subconsciously after hearing the instruction.

Gao Yirong looked up at the other party and asked, "Is there any problem?"

Guan Yi thought for a while and responded: "Continuing to buy at this time will greatly increase our holding costs. It is very likely that we will buy near the short-term high point. I see that the K-line trends of the major indexes are all the same." There has been a serious deviation, and even in the core main areas of 'big finance', 'big infrastructure' and 'military industry', strong popular stocks, heavyweight stocks, and general component stocks have also seen a certain degree of differentiation. .

I think the index is probably not far from a short-term adjustment.

The current position level of our fund products is not low anymore. It would be better to wait for the market to correct and new buying points appear before buying, which will be more beneficial to the net value performance of our fund. "

"Didn't the K-line patterns of several major indexes deviate a long time ago?" Gao Yirong took over and said, "Xiaoguan, using the K-line pattern of the market to predict and judge the market is actually similar to fortune-telling and cannot be done accurately. Also, as fund managers, in addition to judging market conditions and formulating trading strategies, the most important thing... is to think about issues from the perspective of investors.

At this point in time, what do investors want us to do when they invest their money in us?

They definitely hope that we will continue to buy stocks, continue to ride on the bull market, and make money for them.

The trading methods and investment strategies of public fund products and private equity funds are completely different. This is something you should keep in mind.

Our performance mainly reflects the asset management scale of fund products, and secondarily... it is the reflection of net worth and performance. If investors currently invest their money in us and we do not buy or add new positions, then once If the market goes down, investors will inevitably have great complaints.

If investors complain, they will definitely not subscribe to our fund products.

This is a loss for us.

We increased our positions and bought the main popular stocks in the market. As a result, the market trend turned and ushered in adjustments. That was a problem of the market trend, not our problem. You must also understand this.

As long as we operate on the investment strategy and stock selection strategy, there will be no problem.

Then, there is no need to consider other things.

Furthermore, in a bull market, market adjustments are basically benign. As long as the basic logic of the bull market is still there and the corresponding positive factors are still there, then even a short-term adjustment will eventually reach new heights.

At this time, it is better to take the initiative to buy a set than to take advantage of the market with cash.

After all, when the market falls, there is no shortage of funds to undertake it, but when it rises, the speed at which scarce chips rise will accelerate, and there will be fewer and fewer targets for us to buy.

Just like Flush, Oriental Fortune, Great Wisdom, Hengsheng Electronics and other heavyweight stocks in the Internet financial sector.

I still regret that on November 11, when the market was undergoing extreme adjustments, I did not directly fill up the position in this main line area in one go.

You see, if we buy these stocks now, how much has the cost of chips increased?

Stock trading in a bull market requires a pattern.

Also, in a market situation that is easy to rise but difficult to fall, don't try to judge the top of the adjustment. There is a saying that 'when it goes up, it doesn't tell the top, when it falls, it doesn't tell the bottom.' As long as the trend continues, the money-making effect of the market will continue. , and at the same time, there are a large number of new funding groups that are constantly following the trend.

On the technical side, the K-line chart can only be used as a reference.

Whatever the market trend goes, we will do it.

As long as the bull market logic of the market is not broken, and the good news and basic logic supporting the bull market are still there, then the strategy of continuing to increase positions and go long cannot be changed.

Furthermore, we are now buying...

Even if the market adjusts in the future, some subscription funds will come in, allowing us to continue buying at a relatively low level. ""Understood! "Seeing Gao Yirong's insistence, and at present, the market trend has indeed not shown any signs of reversal, Guan Yi could not help but be silent for a while, nodded, and responded, "Then I will immediately ask everyone to make preparations and continue to buy. Some strong stock chips we hold. "

After finishing speaking, Gao Yirong didn't wait for Gao Yirong to give any more instructions.

Guan Yi quickly turned around and quickly issued instructions to the trading team members behind him to continue buying.

And as they continue to increase their positions in popular stocks, at the same time...the same operations are not uncommon in many institutional trading rooms in the industry.

However, a large number of main funds have concentrated on the huge main buying incremental funds such as 'big finance', 'big infrastructure', 'military industry' and other popular main lines, but they have not been able to continue to push up the corresponding popular stocks. , on the contrary, many popular stocks have experienced obvious fluctuations in volume and sideways trading, or in other words, a market pattern of obvious heavy volume and stagnation.

Finally, when 11:30 noon arrived, the two cities closed at noon.

The Shanghai Stock Exchange Index has settled at an increase of 2.01%, barely holding on to the 2% increase mark; while the two major indexes, the Shenzhen Stock Exchange Index and the ChiNext Index, have increased by 1.59% and 1.48% respectively.

As for the small and medium-sized board index and A50 index.

The small and medium-sized index closed up 1.17%, still the weakest among the core indexes in the market.

The A50 index continued to surge by 2.46% and is still the strongest core index in the entire market.

In addition to the performance of the index, there are also the popular main lines of the two cities, as well as the performance of many related industry sectors and concept sectors.

I can see that the main line of 'big finance' still maintains the trend of leading the gains in the two cities.

Both the securities sector index and the Internet financial sector index closed at an intraday increase of more than 4%. Even the weighted industry sectors, the banking sector index and the insurance sector index also surged by more than 2.5%, outperforming all aspects. A number of core market indices.

After ‘big finance’, the main lines of ‘big infrastructure’ and ‘military industry’ performed equally well in both cities.

In the main line of 'big infrastructure', the three major weighted industry sectors of 'building decoration', 'building materials', and 'commercial real estate development' all increased by more than 3% during the day; while the core industry sectors in the main line of 'military industry', ' The National Defense and Military Industry' sector index closed up 3.52%, second only to the securities sector's intraday gains.

In terms of strong concept sectors...

The growth rate of the 'Internet Finance' sector index and the growth rate of the 'Sub-New Stocks' sector index are still the strongest in the two cities. One closed with a surge of 4.47%, and the other closed with a surge of 3.96%. Among the two major concept sectors, the total There are as many as 23 stocks with daily daily limit.

After the two strong sectors, 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform of Central and State-owned Enterprises', 'Shanghai Free Trade Zone', 'Film Production', 'Northeast Revitalization', ' A number of popular conceptual themes sectors, such as military industrial concepts, remained at the forefront of gains.

As for the fringe main lines such as 'big consumption', 'non-ferrous cycle', 'coal', 'petrochemical industry', 'mobile Internet', 'smartphone industry chain', etc., which are not so popular and where the main funds are not obvious, In the field, in the market trend after 11 o'clock, the previous market gains were basically recovered, but the market trend increased with 'big finance', 'big infrastructure', 'military industry', 'sub-new stocks', 'film and television media', etc. The market trend gap between related industry sectors and concept sectors in popular main line fields.

In addition to the major main lines, the macro performance of various popular industry sectors and concept sectors.

Specific stock performance.

After half a day of trading, it can be said that the market trend principle of "the strong always gets stronger and the weak always gets weaker" is completely demonstrated.

The market investor groups have paid great attention to the main line weight stocks and the concept leading stocks, and the discussions are hot, and they have basically increased by more than 5%.

Among them, especially 'Bluestone Heavy Equipment', 'Huake Dawn', 'Great Wisdom', 'Huake Financial', 'Xiangcai Securities', 'Pacific Securities', 'Huatong Securities', 'Huaguo MCC' ', 'China Airlines Heavy Machinery', 'Yingkou Port', 'Yinjie Technology'... and a number of popular stocks have even sealed their daily limits, creating a crazy money-making effect on the market and a follow-up effect of capital groups.

Facing the market, it once again made a comprehensive breakthrough.

Facing the trend of the entire "big finance" and "sub-new stocks", the daily limit wave has once again set off.

Facing the red market situation of 1800 stocks in the two cities.

Facing the ultimate money-making effect, leading stocks have continued to trend one after another, as well as many leading stocks with heavy weights have continued to move to new highs.

After the two cities closed at noon, the emotional feedback of the entire market became even crazier.

Moreover, the vast majority of investors, both inside and outside the market, seem to have lost their minds under this continuous market trend that exceeds expectations.

"Fuck, it's really crazy. The money-making effect of the market has simply exploded."

During the lunch break, as the bullish sentiment continued to ferment, even the large hot money investors in the Yuhang main hot money group where Su Yu was located, as well as the large hot money players in the group who had been in the market for a long time and were accustomed to market storms, At this moment, I couldn't help but feel a little shake in my heart, and sighed. (End of chapter)