Rebirth of the investment era

Then, driven by many popular stocks.

Within a few minutes, the Shanghai Stock Index continued to climb higher, breaking through the 2260 point mark again, and refreshed the intraday high to 2264.49 points, with an increase of 2.01%.

However, after the rapid rise, when the bullish sentiment accumulated at noon was exhausted and the volume was temporarily increased, the index slowly fell back from the high point. In only about ten minutes, it fell back to the position at the noon closing. At the same time... After the rapid explosion of the market's time-sharing capacity, it also began to gradually decline, and there was a trace of the market's ability to take on volume being unable to keep up.

"I feel like the bullish power in the market is still short of breath!"

Seeing that the time sharing capacity exploded rapidly in the afternoon, it began to gradually decline again. At this moment, in the Shenzhen Stock Exchange, inside Xiniu Fund Company, in the fund trading room, the fund trading team leader Mou Zhengxing frowned slightly and said: "Manager, look like this ...The index has to rise and fall again!”

"Yeah!" Fang Xinsheng, who was staring closely at the big screen in the trading room next to Mou Zhengxing, nodded slightly, "The market volume in the morning was too high, and it is normal for the market volume to be unable to keep up in the afternoon. After all, it takes time to follow up on confidence and emotion. Fermentation, the expansion of off-site incremental funds also takes time to increase slowly and cannot be achieved in one step. Under such a situation... it is normal for the index to rise and fall after the concentrated burst of energy."

"Then we... need to temporarily cut off some of the chips?" After hearing Fang Xinsheng's words, General Manager Liu Xin hurriedly answered, "How about... we cut off some of the chips first? In this wave, in "infrastructure" and "state-owned enterprises" On these two core themes of "reform", we can make a lot of money. "

Under Fang Xinsheng's management, Xinniu Fund's main product "Manniu No. 1" fund can be said to have followed up heavily when the two core market lines of "infrastructure" and "state-owned enterprise reform" were just launched. , so far... Although the profit margin is not as good as the "Yuhang No. 1" and "Yuhang No. 2" funds managed by Su Yu, it has still made 20 to 30%, exceeding 99% of the market. investor group.

Now, Jianfang Xinsheng means that the index has a high probability of rising and falling.

Moreover, Liu Xin observed through the market that a large number of popular stocks on the main lines of "infrastructure" and "state-owned enterprise reform" that they had heavily invested in were indeed experiencing heavy volume and sluggish growth today, and he immediately thought of cutting profits.

After all, the floating profit in the account is just a number if it cannot be converted into actual profits.

What's more, he doesn't think that the market here can really start a large-scale bull market.

Therefore, since the market still cannot get rid of the volatile market pattern, the short-term profit margin of 20 to 30% is really satisfying to him.

Fang Xinsheng glanced at Liu Xin, was silent for a while, and said: "Mr. Liu, although there is pressure in this position of the market, there is no big risk. The market today has a strong sense of hierarchy. It is too big, and there is such a hidden danger, but the overall market's long sentiment, the overall money-making effect, etc. are still very strong. I estimate... the index will not fall back very much, and even if it is adjusted, it will remain A relatively strong high-level shock situation.”

"And after adjusting to this violent shock..."

"If the two main lines of "infrastructure" and "state-owned enterprise reform" are going well, they can develop further. "

"As the market's bullish sentiment further increases, and the overall money-making effect of the market further increases, then the rate at which incremental over-the-counter funds flow into the market will certainly gradually accelerate, and when incremental over-the-counter funds flow into the market, the If the speed gradually accelerates, then the buying and selling situation on the market will naturally reverse quickly, resulting in further upward breakthroughs in the market and index."

"I can feel……"

Fang Xinsheng paused, and then continued: "The main rising prices of the two core main lines of "infrastructure" and "state-owned enterprise reform" have not yet arrived. We are reducing our positions and taking profits at this time. Many people have picked up the sesame seeds and lost the watermelons. Meaning, it's a bit too early, and... we currently have the cost advantage of holding positions. Even if the subsequent market does not develop in the direction we expect, then when the index falls below the 2200 point support again, we will exit the position to take profits. ,change

It’s not too late to change your investment strategy. "

"Yes, I agree!" Mou Zhengxing responded, "I agree with what Manager Fang said. I also think that the two core themes of "infrastructure" and "state-owned enterprise reform" are not selling points at the current position. "

Liu Xin thought about it and felt that what Fang Xinsheng said made sense. He was silent for a moment, nodded slightly and said, "Okay, since you both feel so, let's take a look."

Although he is ambitious about the performance of the company's fund products, he is not very ambitious.

In addition, he knew that he was far inferior to Fang Xinsheng in terms of market analysis, investment decision-making, and ability to judge buying and selling points, so... usually, when his opinions conflicted with Fang Xinsheng's, he could still listen to Fang Xinsheng. suggestions and give the other party sufficient autonomy to make decisions.

"But..." Mou Zhengxing paused, and then said, "Manager, today, the two core main lines of the market, "infrastructure" and "state-owned enterprise reform," and the leading popular stocks, have almost all begun to increase in volume and stagnate, and the market performance is far inferior to many low-end and marginal stocks. Concept stocks, what’s going on? I always feel that there are active funds in the market today, and the direction of attack is a bit confusing. "

Seeing Mou Zhengxing's doubts, Fang Xinsheng smiled and said, "What's the mess? It's just that the popular stocks in the early stage touched the relatively heavy pressure plate position above, and the active funds on the market temporarily chose to switch between high and low within the sector. Overall, The market still revolves around the two core main lines of "infrastructure" and "state-owned enterprise reform", and the main line market has become more fermented and the support has become stronger. "

"If nothing unexpected happens..."

"When the high-low switching within the sector is completed, within the two main lines of "infrastructure" and "state-owned enterprise reform", a number of low-level concept stocks have made up for the rise to keep up with the height of the Shanghai Index's rebound from the bottom. The most active ones on the market Part of the funds will be returned to a number of leading and popular stocks in the early stage. "

"However, many of the leading popular stocks in the early stage experienced high volume and stagnant growth during this high-low switch, and fluctuated violently."

"It will also complete the exchange of chips on the entire board in disguise and reorganize the internal chip structure."

"When the chip exchange of these core popular stocks is completed, the internal chip structure adjustment is completed, plus the active funds that will return at that time."

"Then I can fully expect the main promotion market that I expect."

“I guess that’s the real harvest moment in this round of investment for us.”

"So, temporary market adjustments and temporary market divergences are not bad things. Only big divergences can produce relatively big market trends."

"I understand!" When Mou Zhengxing heard Fang Xinsheng's analysis, his heart moved and he completely understood.

Seeing that the confusion in his eyes dissipated slightly, Fang Xinsheng couldn't help but nodded with relief, and then immediately turned his gaze back to the two markets where he was trading.

After their brief exchange...

The market trading time has reached 1:24.

The trend of the index rising and falling has become very obvious due to the gradual depletion of time-sharing capacity. Among them, the Shanghai Stock Exchange Index has fallen back to around 2250 points during this period, and the Shenzhen Stock Exchange Index and the ChiNext Index have even dropped. fell below the 1% gain level.

As for the opening of trading in the afternoon.

There are many popular stocks on the two main lines of "infrastructure" and "state-owned enterprise reform" that are rising rapidly.

At this moment, they all left a peak trend of extreme heavy volume on their respective time-sharing trading charts, which is likely to indicate that the stock price has peaked.

"I'll go, what's going on? You're trapping me as soon as you chase me?"

Seeing many popular stocks retreating and falling one after another, among the retail investors in the market, those who had just caught up at the opening felt their hearts tighten and felt something bad.

"Does the main force just focus on my few hands of chips? When I buy, it goes down, and when I sell, it goes up!"

"Damn it, the retracement is so fast, hey... I really shouldn't be chasing higher. Sure enough, I still can't be too optimistic about the market performance."

"I'm speechless. Why can't I get past the 2260 mark?"

"The trend was so strong before, how come it...has become so weak again?"

"Isn't it funny? I got caught at the highest point in the game again!"

"Isn't it possible that the index will fall back to where it was at the beginning of the session? Then I'd be miserable!"

"The Shanghai Composite Index will not go back to the 2200-point support level, right? I feel that this trend... is not good! The buying orders on the market have been suppressed by the selling orders again."

"Hey, you shouldn't have too high expectations!"

"The differences are still huge. It seems impossible that the Shanghai Stock Exchange Index will rise more than 2% today."

"I hope Beixin Road and Bridge can stabilize and seal the daily limit until the close. Don't blow up the market. Otherwise... in the next hour or so of trading, I'm afraid the market trend will be even worse."

"What's going on? There was such a huge amount of energy at the beginning of the afternoon session. Why did the index suddenly fall back?"

"It's just that if the volume is too large, there will not be so much incremental funds to take over the market at a high level, so the index will dive and fall, okay?"

"Looking at the time-sharing trend on the market, it seems to be true!"

"There is no need to panic. This kind of adjustment will not lead to any decline. It will definitely close in the red today."

"Jump, let's jump again so that I can continue to increase my position. I don't believe it. Mr. Su has tens of billions of chips in the market. Will this market rebound end here?"

"The rebound should not be over yet, but this position is expected to fluctuate for a while."

"Let's take profit on half of the position first. I feel that the index will go back to 2200 points. When... it goes back down, it will be the real buying point to increase the position. It feels a bit too early to follow up and increase the position now."

"Hey, it feels like the index is between 2250 and 2240. There is a lot of support, and it won't fall again!"

"Time-dividable energy continues to decay."

"As long as the Beixin Road Bridge can be stabilized, it shouldn't be a big problem."

"The transaction volume between the two cities has exceeded 95 billion! I feel that the transaction volume between the two cities today will hit a new high this year."

"High volume and stagflation should be the characteristics of short-term tops, right? Forget it... I have already made nearly 13% profit. I will reduce my position first. The profit in hand is the real profit."

"It depends on the situation. I always feel that this shouldn't be the top."

"It's more than 2,200 points, I really don't know what you are afraid of? It's not 3,000 points!"

"People who are afraid of heights are miserable. Let me say this... After a brief adjustment, the index can definitely hit a new rebound high, and the market conditions of the two core market lines of "infrastructure" and "state-owned enterprise reform" are definitely not over. "

"I hope! I'm the tallest I've ever been today, and I can't sell it even if I want to."

"I hope Mr. Su will still lock up his position on the dragon and tiger list after the market opens today. He is confident... At this time, the market needs enough confidence to continue to rise."

Amidst the huge divergent discussions among many retail investor groups...

Many investors are feeling anxious, hesitant, nervous and expectant.

At this moment in the Magic City, inside Yinghui Fund, in the internal trading room of the "Yinghui No. 1" fund product, fund manager Liu Guanhai looked at the violent changes in the market, his brows could not help but wrinkled, and he said anxiously: "What the hell? Yes, you are not so unlucky, right? You have just adjusted your positions significantly to follow up on the two main areas of "infrastructure" and "state-owned enterprise reform". The market in these two main areas has reached its peak? "

Today, the market volume can explode significantly, but the main line market has obvious stagflation.

This made his originally confident heart suddenly become agitated.

After all, he thought of the "Yuhang system" funds on the market, but he had a heavy position of 10 billion in chips in these two main areas. If the other party stops profit here and sells on a large scale, then he will increase his position and buy on a large scale at this time. , that really became the victim of the takeover.

"Shouldn't it?" After thinking about it, his frown deepened.

"Mr. Liu, should we continue to increase our positions?" Seeing Liu Guanhai's hesitation, trading team leader Yu Lei couldn't help but ask.

Liu Guanhai paced back and forth in the trading room and pondered for about ten seconds before replying: "Xiao Yu, what do you think? Today's heavy market volume and sluggish growth are a risk signal.

? "

Yu Lei thought for a while and replied: "I think it shouldn't be the case. Overall, the upward trend of the Shanghai Index has not changed, and the moving averages have just turned upward. No matter from the technical, financial or emotional aspects, they are all supportive." If the market continues to rebound, there should be... there is room for it to go up!"

"but……"

Yu Lei paused and then said: "Today's two major market core themes of "infrastructure" and "state-owned enterprise reform", many popular stocks in the early stage, especially the stocks with large holdings of the "Yu Hang Group", have indeed experienced heavy volume. It’s an obvious sign of stagflation and feels a little abnormal. "

"Based on the overall position size of the "Yu Hang Series" funds on these two main lines, as well as the cost of holding positions. "

"If Mr. Su of "Yuhang Investment" chooses to reduce his position and stop profits here, then the risk of suppressing the continuous upward market of these two main lines must be considered. At the same time, Mr. Su's "Fortune Road" seat It also has a great impact on the sentiment of retail investors in the market. If the other party's seat appears on the Dragon and Tiger list, the consequences are indeed difficult to predict. "

"In short, from the market analysis, there is a high probability that the two main lines of "infrastructure" and "state-owned enterprise reform" still have market room. "

"There are just potential risks."

"Okay!" After listening to Yu Lei's analysis, the worry in Liu Guanhai's heart not only did not subside, but became more intense. He waved his hand and said, "Then stop increasing positions first, and let's see..."

Yu Lei felt slightly disappointed when he saw Liu Guanhai abandoning his originally planned trading strategy. He was silent for several seconds before nodding in agreement and immediately issued instructions to the traders.

At the same time, in the trading room on the other side of the same company.

Shao Xiaoyun, who is in charge of the "Yinghui No. 2" fund, stared at the changing market conditions of the two cities. After pondering for a while, he also felt that the risk point was approaching, and he had a strong desire to reduce positions and stop profits, and turned to his subordinates without hesitation. Traders issued sell orders.

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