Rebirth of the investment era

"Boss, at this position, the risk of us continuing to pursue positions is not small!"

While Shao Xiaoyun shouted "buy", the trading team leader Liu Changling couldn't help but remind him: "Why not wait until the Shanghai Stock Index really breaks through 2,500 points and confirms the bull market trend before taking action? After all, it is not an opportunity on the right side at this time. The index Whether it can completely break through 2,500 points is still unknown!”

"The Shanghai Stock Exchange Index has been rising for ten consecutive trading days, and regardless of volume, market technology, or news, it is a completely bullish trend." Shao Xiaoyun responded, "According to this sentiment and trend, once the index crosses 2,500 points, it will It goes straight to 2600 or 2700 hours and won’t stop at all.”

"Don't talk about the bottom when it's going down, and never talk about the top when it's going up. Now I really understand the meaning of this sentence."

"Guessing the top or bottom is stupid behavior."

"Now that the market trend tells us that the direction is upward, then according to the trend investment theory, the more hesitant, the more opportunities are missed. We have missed it once before, and now the market trend is obviously stronger than we expected, so what? Why can’t we just correct our mistakes and correct our trading strategies in a timely manner?”

"The trading process is inherently about constant strategy revision and opportunity selection based on market reaction and trends."

"Now that the market has given a signal, there is no reason why we should not follow it."

"Okay, Xiao Liu, let's execute. The market's upward trend has begun to accelerate. Believe me, within three days, we will definitely see the Shanghai Stock Index officially hit 2,500 points. There is no doubt that in the process of the Shanghai Stock Index hitting 2,500 points, Among them, "infrastructure" and "state-owned enterprise reform", the two core main lines that are the most popular in the market and have the strongest future expectations, are definitely the number one pioneer sectors leading the index to break through, and the market trend will not be bad. "

According to the market trend during this period, the two core themes of "infrastructure" and "state-owned enterprise reform", as the market pioneer and leading market trend, have basically been deeply rooted in the hearts of the people, and judging from the growth rate and trend of each sector, there is an upward breakthrough trend. , is also the strongest.

Therefore, Shao Xiaoyun also has reason to believe...

When the Shanghai Stock Exchange Index hits the 2,500-point mark, these two core main lines, under the influence of extremely high sentiment and huge amounts of follow-up funds, will definitely maintain the momentum of "the strong will always be strong" and continue to lead the market.

Liu Changling couldn't help but sigh softly when he saw that Shao Xiaoyun persisted and couldn't listen to his own opinion at the moment.

Afterwards, he still issued trading instructions to the traders and implemented Shao Xiaoyun's trading strategy without hesitation.

When Shao Xiaoyun ordered Liu Changling to execute the order to increase his position and regain the chips he had used to reduce his previous position, inside the Yinghui Fund Company, in the trading room on the other side, that is, in the "Yinghui No. 2" fund trading room, Liu Guanhai, the fund manager, Staring at the rapidly advancing bull market trends in the two cities, and then taking a look at the extremely unbalanced positions in the fund account, as well as the remaining funds that had not dared to increase the position before, I couldn't help but feel anxious, and ordered the trading team leader Yu Lei: "Xiao Lei, it seems that the principle of "the strong will always be strong" is indeed the truth of the market. The two main lines of "infrastructure" and "state-owned enterprise reform" are really strong. We... really shouldn't be hesitant and conservative before. "

The day before yesterday, the market fluctuated violently, showing signs of peaking.

As a result, their entire fund hesitated in adjusting positions and failed to follow up in time.

After the market opened high yesterday, there was insufficient volume and energy, and the market fluctuated downwards again, which intensified their worries. But who knew that the past two days were just pure high-level shocks, and today the market has made a comprehensive upward breakthrough. , causing them to miss opportunities to adjust and increase positions again and again. On the two core main lines of "infrastructure" and "state-owned enterprise reform", their positions are still seriously insufficient.

"The two main market trends of "infrastructure" and "state-owned enterprise reform" are indeed going extremely strong. All adjustments have basically been completed within the day. Now... looking at the market trend, the entire main market market has obviously moved from divergence to unity. "Yu Lei responded, "Especially Beixin Road and Bridge, the leading concept stock in the two cities, has actually gone out of the Nine-Connect Board trend. It has almost tripled its price since the bottom. This level of hype is simply outrageous. It feels like it was the same as last year's Shanghai stock market. The trend of the checks of City Steel Federation is basically the same, and it has become a big monster stock."

"Yes!" Liu Guanhai sighed softly, "We really missed a good opportunity, but... it's probably not too late to make corrections now."

When Yu Lei heard Liu Guanhai's words, he was a little surprised and responded: "Mr. Liu, do you... want to increase your position at this position?"

"What, can't it be done?" Liu Guanhai stared at him and asked.

Yu Lei pondered for a while and responded: "Although the market is indeed accelerating its breakthrough, it is still unknown whether the Shanghai Stock Exchange Index can really stand firm at 2,500 points. If the Shanghai Stock Exchange Index cannot stand firmly at 2,500 points, there may not be room for upward growth. How much? If we add positions at a high level at this time, the risk is not small!"

"Is the risk of increasing positions in the past two days small?" Liu Guanhai asked rhetorically.

Yu Lei replied: "Based on the market trend of the day, the risk is not small."

Liu Guanhai chuckled and said, "Isn't that the end? There is always no certainty in the financial trading market. Risks will always exist. Now that the Shanghai Stock Index has exceeded 2,500 points, it is true that there is still a lot of uncertainty, but judging from the current market situation Analysis, the upward trend of the market, changes in volume and energy in the main market, market news, sentiment, and even external market trends, are all good news in the short and medium term!”

"If we continue in this state at this time, we will do nothing."

"Then if the Shanghai Stock Index breaks through 2,500 points in one fell swoop and continues to advance rapidly, then we will face the risk of chasing higher at a higher position."

"Also, the performance of our funds has lagged behind across the board in the first quarter of this year."

"If we are still unable to catch up in the second quarter, and there are obvious deviations in positions and investment directions, it will not only be difficult for us in the company, but it will also be difficult for investors to explain!"

As managers of the company's main fund products, fund performance continues to underperform the market.

Liu Guanhai was under great pressure.

This also led to the reason why he was unable to completely calm down at this stage, and his grasp of buying and selling points dropped sharply. He even couldn't help but take risks and put all his positions into the main market areas of "infrastructure" and "state-owned enterprise reform".

Yu Lei heard Liu Guanhai's analytical remarks and knew that the entire fund trading team was under great pressure. From the perspective of the market, sentiment, and the amount of funds, the two main market lines of "infrastructure" and "state-owned enterprise reform" were indeed at the moment. It has not shown any decline, and the upward trend of the market is still continuing. Although there is still uncertainty about the Shanghai Stock Index breaking through 2,500 points, according to the divergence of market expectations, the probability of a breakthrough is not small. So... These factors influence, Liu Guanhai chose to increase his position here. Although the location was not very good, it was not wrong. So he couldn't help but ponder for a moment, then nodded slightly and followed Liu Guanhai's instructions to the letter.

As the instructions were executed, tens of millions of new funds continued to pour into the market.

At this moment, the main sectors of "infrastructure" and "state-owned enterprise reform", which were already experiencing overall surges, further increased their volume, and related popular stocks continued to surge.

At 11:08, Huaguo Construction rose by more than 7%, and its transaction volume exceeded 800 million.

At 11:12, China Metallurgical Corporation closed its daily limit again, and the indexes of the two core infrastructure industry sectors of "building materials" and "building decoration" rose by more than 4.5%, siphoning tens of billions of funds from the market.

At 11:15, Kumho Group was closed, its market value exceeded 38 billion, and the real estate sector index rose by more than 3.5%.

At 11:20, the Shanghai Stock Exchange Index broke through to 2475 points, with an increase of nearly 2%, continuing to set new annual highs and new rebound highs. Similarly, the Shenzhen Stock Exchange Index and the ChiNext Index also rose sharply, with the daily limit of stocks in the two cities approaching 60. The market's money-making effect reaches its extreme.

At 11:25, in the market's core concept sector of "state-owned enterprise reform", more than 10 stocks hit their daily limit, and 20 stocks rose by more than 5%.

At 11:30, the two cities closed at noon, and the market conditions were frozen. The Shanghai Index closed at 2476.79 points, up 1.89%, the Shenzhen Index closed up 1.63%, and the ChiNext Index rose 1.69%. Within half a day, the two cities had a total of The transaction volume was 78.936 billion, continuing to increase significantly compared with the previous period.

Moreover, the transaction volume of the two core main areas of "infrastructure" and "state-owned enterprise reform" accounted for nearly one-third of the market.

Faced with such a hot midday closing situation...

The vast number of investors in the market can be said to be very excited and excited. On online stock forums, there are endless investor groups showing off the profits of their positions, the rate of return during this period, and how to get back their capital.

And these screenshots, and every investor's extremely optimistic remarks.

All of these are rapidly affecting the large number of potential investors who are light on the market or envious outside the market and want to enter the market, affecting their investment decisions and trading strategies.

Similarly, various financial websites, social platforms, institutions, and hot money internal communication groups.

Financial media, financial influencers, institutional analysts, well-known hot money... and other investment groups are currently facing the market's vigorous and positive trend of heavy volume, and are completely incompetent in the face of "infrastructure" and "state-owned enterprise reform". It is reasonable to expect a comprehensive all-out rally, and we are eagerly waiting for the Shanghai Index to further break through and win the important position of 2,500 points, which is the dividing line between bulls and bears.

However, amid such extreme emotional fluctuations, the call for a bull market has almost become a torrent.

Between the undercurrents.

News about the "market resumption after IPO adjustment" began to leak out from within the regulatory authorities and gradually to the outside. Many top investment institutions, as well as people with strong market information intelligence and people with well-connected connections, began to vaguely disclose it at noon. Got some buzz.

"Mr. Su, the news has been confirmed. On the 18th of this month, the IPO market will restart again." At 12:45 noon, after Su Yu finished his meal and returned to the trading room, Lin Antu, director of the company's market intelligence department, hurriedly reported and handed He gave him a copy of the document report, "The expected restart time of this IPO is earlier than the market expected, but some reforms have been made in terms of issuance scale, issuance valuation, and new rules for new share subscriptions, such as Market expectations have changed a lot, which is expected to bring some uncertainty to the market direction."

Su Yu took the copy of the report from Lin Antu's hand and glanced at the internal information he had learned about. Although he had already expected this, he still sighed slightly: "The supervisory leaders are too anxious. , in fact, it would be better to wait a little longer until the Shanghai Stock Exchange Index stands firm at 2,500 points, completely activating investor confidence and sentiment on the sidelines, and then restart the IPO and open up the direct financing link in the market."

"Several high-level economic meetings at the beginning of the year all said that we should increase the construction of domestic financial markets, give full play to the direct financing function of the stock market, and better contribute to macroeconomic construction." Li Meng continued, "I estimate that in the face of The long-standing "listing barrier lake" problem has put tremendous pressure on regulatory leaders. Therefore... even though the market situation has just improved, market sentiment and confidence have not fully recovered, but they have to restart at this juncture. IPO planned. "

"There are also reasons why outstanding domestic companies are going overseas to list, right?" Zhao Lijun in the trading room thought for a while and said, "I see that many people in the domestic investment circle are complaining that there are problems with our domestic listing system. Excellent companies cannot be retained. This time Ali Baba is listed on the US stock market, everyone is discussing the domestic and foreign listing systems quite intensely."

"Each one has its own ecological environment and development path." Su Yu said, "With the country's conditions, there is nothing to criticize, but this news... should cause an earthquake in the market this afternoon."

Li Meng responded: "No way? After all, it is just a rumor. It has not yet been confirmed. Big funds that have obtained inside information may run ahead of time, but the vast retail investors who are eager to follow the trend, as well as those who are not so sensitive to information, may Funds from all sources should continue to make upward moves. It is estimated that the market will become more volatile in the afternoon, but the upward trend should not be broken easily."

"Despite this, this is also the beginning of disagreements." Su Yu said, "It seems that the Shanghai Stock Exchange Index's 2,500-point threshold cannot be overcome in the short term."

"That afternoon...do we need to increase our sales volume?" Zhao Lijun asked.

Su Yu thought for a while and responded: "Just keep the current rhythm. The real negative impact should be after the market closes on Friday. Counting today, we still have two and a half days.

, according to the daily turnover of 30 billion to 40 billion in the two core main lines of "infrastructure" and "state-owned enterprise reform", it is too late for us to reduce our positions by breaking them into parts. At this time... in the face of bad news Before it is clear, there is no need to take the initiative to sell the market. "

"After all, taking the initiative to smash the market will first attract the attention of regulators."

"Second, the influence of our institution's trading seats will aggravate the market's emotional fluctuations and panic news, which will greatly affect the market's liquidity, which is not conducive to our entry."

"Furthermore, the Shanghai Stock Index is currently only about 1 point away from the 2,500-point mark."

"At this time, under the unanimous expectation of the bulls, the arrow of the general attack has been stringed and has to be launched."

"In other words, the unanimous expectation that the Shanghai Stock Exchange Index will hit 2,500 points has created a siphoning effect on the entire market situation of emotions and capital buying. As long as the negative news has not really materialized, and the bulls are only a few centimeters away from fulfilling their expectations, We will not give up attacking this point.”

"So, before the bad news materializes, no matter which aspect we analyze, we still have enough time and opportunity to complete the established reduction target. There is no need to radically change the trading strategy."

"Understood!" After Su Yu's detailed analysis, Zhao Lijun finally understood, nodded, and stopped talking about accelerating the pace of reducing positions.

At this time, as everyone had a brief discussion, time had quickly moved to 1 p.m.

The stagnant market in the two cities once again ushered in continuous trading and started to beat violently due to the fermentation of emotions and various market news at noon.

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