The investment era of rebirth

"Well, that's it." Liu Ziliang, the general manager of the asset management business of Pingyin Asset Management Department, saw that Chen Shen and Wang Jinglun had already understood his meaning and opinions, so he couldn't help but smile and continued, "Investment. The primary investment logic still needs to be clarified, and the investment vision and vision must be longer-term. At the same time, one must think independently and not be affected by other major funds.

The main fund of the 'Yu Hang Group' is indeed an extremely smart main fund in the market.

However, it is impossible for this fund to always maintain the correct thinking in terms of investment strategy and judgment of market trends.

We respond to the trends of this major capital and the corresponding investment strategies.

It’s okay to stay tuned, but there’s no need to completely follow the trend.

There is no need to mess up because of the investment trends and investment strategy adjustments of this fund. "

Hearing Liu Ziliang's warning, Chen Shen, Gao Yixiang and Wang Jinglun all nodded seriously, saying that they would carefully consider and analyze the current market trends and corresponding main market trends, and carefully formulate subsequent investment strategies and Trading straregy.

At the Pingyin Asset Management Trading Center, several fund managers have made corresponding investment and trading strategy adjustments based on the Dragon and Tiger List data disclosed by the two cities, as well as the balance data of the two financial institutions, and carefully analyzed the 'Yu Hang Group' stock. The core main funds in the market are currently motivated.

Stock investment forums, communities, financial media comment areas, post bars and other places where major retail investor groups from across the Internet gather.

Countless retail investors are also hotly discussing the data on the dragon and tiger rankings of the two cities and the balance data of the two cities.

"The balance of market financing has increased by more than 30 billion."

"The financing balance in the two cities is approaching 11500 trillion, which is really an exaggeration. No matter whether the market rises or falls, the financing balance continues to skyrocket."

"This shows that the market's investment confidence is actually quite sufficient."

"This is indeed the case. The increase in financing balance shows that the current market investment confidence is still in the bull market stage."

"It also shows that everyone believes that this round of adjustment is a benign adjustment in the development stage of the bull market."

"I would say it is definitely a positive adjustment."

"Hehe, I feel like the market is ending its adjustment today, and the Shanghai Stock Index has returned to above 3600 points during the late rebound."

“I also feel like I’m adjusting to the ending a little bit.”

"This deep V rebound in late trading today is going quite beautifully."

"Indeed, this deep V rebound is indeed beautiful. It feels like the market has finished adjusting and is about to resume its upward trend. And... have you noticed that the main trend trend of the market today is a little different from before. It feels like the market The investment style and market trend style are also gradually changing."

"Yes, I feel that the main financial groups in the market are obviously converging on the main areas of 'big consumption', 'mobile Internet' and 'smartphone industry chain', while 'big finance', 'big infrastructure', ' The trend of related industry sectors and concept sectors in the early core main fields of the military industry is obviously weaker than the broader market, which should indicate that the market trend style is switching."

"The three core main lines of 'big finance', 'big infrastructure' and 'military industry' should still be the core sectors that everyone should avoid at present."

"I also think so. It is always right to follow the direction of the net inflow of main funds."

"However, there should be no problem with the underlying logic of the three core main directions of 'big finance', 'big infrastructure' and 'military industry', right?"

"As long as the logic of the bull market is still there, I think there will be no problems with the investment logic of the main line of 'big finance'."

"What's the use of logic alone? Doesn't the stock price need to be driven by funds for the stock price to rise?"

"That's the truth."

"Alas, on today's list of dragons and tigers in the two cities, there is still no movement of the 'Yuhang Department', the main financial group controlled by Mr. Su. I don't know what Mr. Su's views on the market conditions are at this stage. ?”

"The absence of funds from the 'Yuhang Department' headed by Mr. Su should indicate that Mr. Su is not completely bearish on the market."

"Looking now, most of the 'Yuhang Department' funds controlled by Mr. Su reduced their positions just on Monday, and there will definitely not be any further reductions later."

"I agree, the funds of the 'Yu Hang Department' managed by President Su are definitely still heavily invested."

"However, on today's list of dragons and tigers, although there is no transaction activity of the 'Yu Hang Group' funds controlled by President Su, there are still a lot of active and well-known hot money."

"Yes, and the number of stocks on the list has also increased significantly compared with before."

"On the whole, the transaction amount of the entire Dragon and Tiger List still shows a net selling trend. This is a bad signal."

"This is normal. After all, the market reversed completely only at the end of the afternoon."

"Relatively speaking, today's Dragon and Tiger ranking data is definitely the best ranking data performance in recent days."

"I don't know if you have noticed that among the stocks on the list today, the number of stocks on the list in the three core main areas of 'big finance', 'big infrastructure' and 'military industry' has obviously dropped sharply, while 'big consumption' has significantly decreased. The number of stocks on the list in the three core main fields of ', 'Mobile Internet' and 'Smartphone Industry Chain' has completely surpassed the number of stocks in the main fields of 'Big Finance', 'Big Infrastructure' and 'Military Industry', becoming the largest number of stocks on the list. The main players on today’s Dragon and Tiger list have also become the areas with the most obvious net inflow of major capital groups today.”

"I have observed it a long time ago, so I said that the main trend of the market is changing."

"It seems that the subsequent market development direction is indeed converging on the three main areas of 'big consumption', 'mobile Internet' and 'smartphone industry chain'."

"There is nothing wrong with focusing closely on the three main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain'."

"Actually, the 'Film and Television Media' line performed very well today."

"Yes, the deep V rebound in late trading and the first wave of profit-making effects were mainly caused by the 'film and television media' line. I feel that this line is very worthy of follow-up attention."

"A lot of people are paying attention, but they haven't seen 'Quantong Education', 'Huace Film and Television', 'Ciwen Media', 'LeTV', 'Huayi Brothers'... these concept stocks that are performing strongly today, Is its market discussion and attention rising rapidly?"

"I feel that the check for 'universal education' deserves special attention."

"The trend of this check is indeed ridiculously strong."

"I feel that the 'Internet Online Education' branch is very likely to follow the trend of the previous 'Internet Finance' branch in the future!"

"Isn't that true? I can't see the logic of 'Internet online education'!"

"The underlying logic of the 'Internet online education' branch is very simple, right? With the in-depth development of the mobile Internet, the scale of online online education in the future is bound to show a 10-fold or even a hundred-fold increase in volume."

"Then, wouldn't the expected potential of the 'All Access Education' check be 10 times or a hundred times higher?" "Currently, funds are indeed being hyped towards this expectation."

"If you believe it, you will have it. If you don't believe it, you will have nothing. At this time, participating in this stock is relying on faith to hold shares."

"If the structure of the bull market can last longer, and the Shanghai Stock Exchange Index can hit the high point of the previous bull market in the future and reach more than 6500 points, then the 'Quantong Education' check will not go 10 times or 100 times. Impossible, at least for now, the hype logic of this check has already been formed.”

"If the market's main investment style switches to 'mobile Internet' and 'smartphone industry chain', it feels like it will copy last year's market development ideas and logic."

"It would be great to really copy the hype path of these two major conceptual themes last year. The positions I pursued last year are still in place now. Alas... the index has risen so much in the past, but it really has nothing to do with me. Unexpectedly, now that the market trend has become ink-stained, my positions have begun to recover a lot of blood."

"This is a bull market. No matter whether it rises first or last, it will eventually rise."

"Isn't anyone paying attention to the 'Sanjiang Shopping' check? I think this check... is trending very strongly today. I feel like it has the potential to become a monster."

"The 'Sanjiang Shopping' check should follow the logic of 'Internet e-commerce', right?"

"This is the logic of 'Internet e-commerce'."

"Does this hype branch have prospects?"

"How can there be no prospect? Look at the valuation of Ali Baba's listing on the US stock market and the future market size of 'Internet e-commerce'. With the advent of the mobile Internet era and the further increase in the number of Internet users, there will definitely be further growth." Expanding rapidly.”

"'Shanghai Steel Union', 'Tonghuashun'... what about these stocks in the field of 'Internet finance'? Are they worthy of attention? Is there any need to intervene? I feel that today's main line of 'big finance', especially 'Internet finance' The sector seems to be bottoming out."

"I think it's not as good as the two checks of 'All Access Education' and 'Sanjiang Shopping', right?"

"The main financial groups in the market prefer the new to the old when it comes to hyping the market's core themes and conceptual themes. The core theme of 'big finance' and the core theme of 'Internet finance', even in investment In terms of logic and future expectations, there is no problem, but the intensity of the current outbreak and the concentration of capital attention are definitely not as good as the new market hot spots."

"It makes sense. It seems that tomorrow we should pursue the two checks of 'All Access Education' and 'Sanjiang Shopping'. The probability of making money is higher."

"That's how it is."

"Actually, the 'film and television media' line is really good."

"Yes, and for the 'film and television media' line, market expectations at the end of the year are also quite strong."

"Well, this year's film market, with the support of national policies, has shown a trend of explosive growth. The end of the year and the upcoming Spring Festival are all window times for the film market to explode. Now There is absolutely nothing wrong with pursuing the line of 'film and television media'."

"In fact, after careful analysis, there are still many hot spots in the current market conditions."

"Yes, film and television media, Internet e-commerce, retail, Internet online education, Internet finance, Apple concept...these conceptual themes are all good and have hot spots."

"The 'Apple Concept' line should also have an explosion, right?"

"That's for sure. Didn't you see that 'Changying Precision' has gone out of the plateau situation? And today's check from 'Xinwei Communications' has also produced an explosive profit-making effect that leads the sector to rise."

"Looking at it this way, there are really many hot spots in the market."

"In fact, as long as the market can stabilize around 3500 points or 3600 points, and the market's investment sentiment and speculation sentiment pick up again, I feel that the market development trend will soon return to the previous rhythm, not to mention the end of this month. , at least before the Spring Festival, the Shanghai Stock Index still has hope of hitting 4000 points."

"For the market to stabilize at this position, we must first see whether the two core lines of 'big finance' and 'big infrastructure' can be stabilized."

"I feel like the core line of 'big infrastructure' won't fall far, right?"

"The core line of 'big infrastructure' did not rise much in October and November, and in the past two or three months, its macroeconomic expectations continued to improve. Analyzing from various aspects, 'big infrastructure' 'There really isn't much room for adjustment on this core line."

"It's the 'big finance' line that seems to be a bit troublesome at the moment."

"Indeed, in the 'Big Finance' line, there is currently no sign of completion of the adjustment of the chip structure, nor is there any intention of the main financial groups to regroup and do long."

"Alas, since Mr. Su's main funds of the 'Yuhang Department' have withdrawn from the main line of 'big finance', there is no hope for the 'big finance' line."

"But even though the chip structure of the 'Big Finance' line is not very good, the logic of the 'Big Finance' line is still very strong. Moreover, with such good market conditions this year and such high market turnover in the two cities, It is obvious that the performance of a number of core stocks in the main line of 'big finance' has skyrocketed."

"Then we have to wait until the performance expectations are realized, or the performance expectations are realized, before the stock price trends of these stocks will have a substantial reversal, right?"

"Performance expectations have been fulfilled? Then we have to wait until January?"

"So, we should avoid the main line of 'big finance' for the time being."

"First focus on short-term trading. At this time, we cannot blindly adhere to the logic of long-term positions."

"I don't think we have to wait until performance expectations are realized. The trend of the main line of 'big finance' will reverse. After all, funds will anticipate and react in advance."

"At least for now, no matter how you look at it, the overall risk in the market is very weak."

Along with the analysis and discussion of the current market conditions by countless retail investor groups across the Internet, as well as the expected judgment of subsequent market conditions.

Other major institutions, major brokerage companies, various financial media, and various online financial influencers.

In the collision of opinions one after another.

Not surprisingly, they still have a positive bullish view, and they all believe that the current position is an excellent opportunity to increase their positions.

However, among major institutions, countless market analysts are actively singing the bullish sentiment.

In the evening, the external market once again plunged, giving a blow to the domestic institutions and retail investors who were actively bullish.

This directly led to the trend of the two cities opening lower across the board on the next day, December 12, Friday.

And the Shanghai Stock Index once again opened lower and fell below 3600 points. (End of chapter)