Rebirth of the investment era

Faced with the indexes that are still stubbornly closing in the red after violent shocks, the mood of the majority of investors in the market is quite exciting. Lan

After all, the Shanghai Stock Exchange Index continues to be weak in the external market and has fallen sharply for several days. It is still able to maintain strong fluctuations and create a profit-making effect on the market. This is enough to illustrate the strength of this round of rebound and the market's "prospective market outlook". A common view.

"It actually closed in red, not bad, not bad..."

On the online stock investment exchange forum, discussions among retail investors are still intense.

"With this trend in the market, I feel that the market outlook is promising. The Shanghai Stock Index simply refuses to correct. The position of 2,200 points should not go back again, right?"

"Compared with the external market trends, Big A's move today is indeed quite strong."

"The ten minutes after the market opened at 1 o'clock in the afternoon really scared me into a cold sweat. Fortunately, the Shanghai Stock Index recovered its intraday losses in the end."

"Haha, indeed, that wave of diving is quite scary." Lan

"Fortunately, the 2250 point was held at that time, otherwise... I'm afraid there would be no subsequent reversal."

"The main areas are the two main areas of 'mobile Internet' and 'smartphone industry chain'. Today is too weak, which drags down the market. Otherwise, the market will definitely still have a breakthrough trend of the big positive line today. Maybe... the Shanghai Stock Index has successfully reached the top It’s 2300.”

“The reason why ‘mobile Internet’ and ‘smartphone industry chain’ are so weak is mainly due to the trend of external markets.”

"Indeed, looking at U.S. stocks and the entire Asia-Pacific stock market, stocks related to the 'Apple industry chain' have all fallen miserably."

"But apart from these two lines and some junk sectors that have not risen for thousands of years, overall, today's market is not bad at making money."

"The money-making effect is not bad. In addition to the stocks with daily limit, there are 38 stocks that have naturally changed hands. Compared with yesterday, the gap is not big. Let me say...at this stage, there is no need to pay too much attention to the index. The ups and downs of the market follow the trend in important and popular main areas such as 'infrastructure', 'military industry', 'Internet finance', and 'film and television media'. Basically, it is difficult to lose money."

"It makes sense. We can indeed be light on the market and heavy on individual stocks." Lan

"Today's overall market conditions should be said to be driven by the two main lines of 'military industry' and 'infrastructure', right? Especially the 'military industry' line is really ridiculously strong."

"Indeed, independent of the market, when the index fluctuated sideways, it achieved an average increase of more than 4 points!"

"The 'military industry' line has exploded so fiercely today, so it should be supported by important potential benefits, right?"

"Haven't the benefits already come out? There is news about an internal meeting today. Didn't you read it? I heard that we will step up the reform of military industry enterprises, and at the same time accelerate the asset securitization of military industry enterprises, as well as 'domestic large aircraft' and ' There's good news all over aerospace."

"'The asset securitization path of military industry enterprises'? This is a big concept. No wonder the 'military industry' exploded like this today!"

"Has this concept been proposed before?"

"Yes, I remember that last month, market news mentioned this. I also heard that the restructuring of central enterprises in this area was to be accelerated. However, funds seemed to have speculated on this main line before based on the news, but it did not take off." Lan

"I also vaguely remember that news about this came out before, but I don't know why the market didn't ferment at that time, but it exploded now."

"Is it because of Mr. Su's 'road to wealth'?"

"No, it's mainly because of the market's investment sentiment!"

"No matter what the reason is, anyway, at this time, the 'military industry' line has completely come out. In the future, we only need to follow the trend."

“Although ‘military industry’ exploded violently today, I think the main line of ‘big infrastructure’ is more reliable than sustainability.”

"I think so too. In fact, the line of 'infrastructure' is the real core that supports the market."

"You can say that, but to be honest, everyone is optimistic about the 'infrastructure' line, which is actually not conducive to the continued upward development of the market. After all, if everyone is optimistic, then there will naturally be less funds for selling, and the chips on the market will be lost. Without sufficient exchange, there will be concerns about funding for the relay." Lan.

"The so-called market consensus expectation is too strong, which causes the market to stall. Is this what it means?"

"Yes, that's what it means!"

"But in fact, today's main line of 'infrastructure', the volume of transactions is not small, the change of hands is quite sufficient, it shouldn't be considered too strong, right?"

"Today's market divergence is actually not small."

"Indeed, many votes changed hands significantly, and there was no such thing as consistent expectations."

"At this stage, disagreements should be a good thing, right? Isn't there a saying that 'there will be market trends only when there are disagreements'?"

"You have to look at the Dragon and Tiger List later to determine whether it's good or bad. As long as the main funds from all parties are still buying, especially if Mr. Su's 'Wealth Road' is still locked up, then the market outlook will definitely be fine. But if all the main funds are selling, then the market outlook will be uncertain." Lan

"Mr. Su's 'road to wealth' must have not been revealed yet, right?"

"Yes, the trend of the 'Fortune Road Holdings Concept Stocks' sector is still very strong today, with more than half of the concept stocks hitting their daily limits!"

"But today, the field of 'Fortune Road Concept Stocks' is the one with the most serious volume among the active popular stocks in the two cities, right? I think nothing can be too absolute. Whether the market outlook can continue to go well, we still have to look at the market. After the Dragon and Tiger List, let’s take a look at the weekend news and external market trends.”

“It’s hard to say whether the Dragon and Tiger list and the external trend will be better, but the weekend news should still be mostly positive, right?”

"Why?"

"Because it's obvious that the regulators also want the market to go bullish. Otherwise, why are the recent series of good news so frequent?"

"Yes, I also think that at least the regulatory attitude is clear." Lan

"Never mind it, in a word, the Shanghai stock index's position of more than 2,200 points is definitely not high."

"Compared to 2,500 points and 3,000 points, this position is definitely not high, but compared to the 1,700 points set by the Shanghai Stock Index in recent years, it is even high. And the index does not fall, which does not mean that individual stocks do not fall. Look at the index moving sideways. In the past two years, many stocks have fallen to only a fraction of their highs, so I think it is useless to just look at the index trend. It is better to analyze the market situation in detail."

"Looking at the main market trends of popular concepts such as 'military industry', 'infrastructure', 'Internet finance', and 'film and television media', it is not the time for the market to end, right? Of course...it was like what was over-hyped last year and at the beginning of the year A number of high-priced and popular stocks in the two main areas of 'smartphone industry chain' and 'mobile Internet' must be appropriately avoided and cautious at this moment."

“All in all, it’s not appropriate to be pessimistic or overly optimistic here.”

"This is well said. Indeed, it is not appropriate to be pessimistic or overly optimistic."

"Hey, look, the dragon and tiger rankings of the two cities are out!"

While everyone was discussing intensely, unknowingly, the time had moved to 5:30 pm, and the rankings of the two cities were refreshed. Lan

"Sure enough, haha... Let me tell you, Mr. Su's 'road to wealth' has definitely not come out."

"Not only did 'Fortune Road' not sell a share of chips, but it was also net buying. Today's focus on the two checks of Hangfa Technology and China Airlines Optoelectronics, 'Fortune Road' actually bought more than 20 million chips. Although this level of chips is nothing compared to the level of more than one billion the day before, the attitude it shows is very important."

“Not only Mr. Su’s ‘Fortune Road’, Mr. Xu’s ‘Liberation South Road’ is also net buying!”

"Hongqiao Road, Yanjing Outdoor Street, Four Seasons Road, Honggu Road, Chengdu North Third Ring Road...many market leaders have not left the market. They are either doing T or are still net buying."

"Haha, today's Dragon and Tiger ranking data are better than expected."

"Many popular stocks have luxury lineups. What does this mean?"

"It shows that the market situation here is definitely not over. It shows that the violent intraday fluctuations in the index today are a washout."

"Yes, washing the market is mainly to wash away the unstable chips that were entered before, right?"

"Looking at the data of the Dragon and Tiger List, a lot of money has been laundered! Especially for the check from 'China Metallurgical Corporation', the top three sold seats, and the total sales amounted to 100 million, which is still very scary."

"Hey, I've been washed out too. Looking at the situation, I'm afraid I'll have to chase the high price and buy it back next Monday."

“With today’s market trend, I don’t think we should watch the market.”

"I definitely couldn't help it when I saw the market diving in the afternoon. Indeed... the mentality would be better if I didn't watch the market."

"Haha, the data of the two cities' dragon and tiger rankings are overall stronger than previously predicted. The external market rebounded in the evening. On the weekend news, there will be some good news. When the market opens next Monday, the index will most likely open directly at 2300 points. It’s above, and I feel... this is a high probability.”

"I hope! After all, my warehouse is full." Lan

"Based on the data from the Dragon and Tiger List, even if the external market trend is not good at night, I think the index will definitely break through 2,300 points next Monday."

"Looking at the performance of A-shares in the past few days, the trend of external markets can no longer affect Big A."

"Indeed, after waiting for so long, Big A finally stood up."

"Not to mention the daily K-line, but in terms of the overall market trend this week, the weekly K-line charts of several major market indexes are also going very beautifully, basically reversing."

"I hope this rebound trend can continue this month."

"Yes, as long as it can be maintained until the end of the month and the monthly line ends better this month, then the Shanghai Index is on the monthly K line, and the golden cross is in sight."

"Technically, we are just missing the last spark." Lan

"Now, it depends on whether the two core main lines of 'military industry' and 'big infrastructure', as well as popular main lines such as 'Internet finance' and 'film and television media', can fully realize the sustained money-making effect and make the index successfully stand." Stabilize 2,300 points and continue to create upward market space."

"Without a doubt, it will definitely be possible..."

After the two cities' dragon and tiger ranking data were released, market discussions became more intense.

In this increasingly heated discussion, a large number of financial media, brokerage institutions, fund companies and other institutional groups are also analyzing the market from various angles, sparing no effort to sing the long story, and through continuous voice The divergence and the money-making effect that the market has gradually accumulated have attracted a large group of potential investors who are on the sidelines and still have some expectations for the stock market but are hesitant, hoping to gradually attract them to the market.

At the same time, the overall investment sentiment in the market is still changing to a bullish direction.

In the evening, the external market, which had experienced three consecutive days of sharp declines, especially the U.S. stock market, which had been pessimistic by most of the world's investor groups, also bottomed out and rebounded quite cooperatively, launched a massive counterattack, opened low and moved high, and finally soared 33%. %'s momentum is like a rainbow.

Stimulated by the sharp rebound in U.S. stocks, it was almost a reversal of the previous trading day's decline. Lan

Although the market did not open on Saturday and was a rest day, the entire domestic financial market and the minds of the majority of investors still went straight to the daily limit, and the bullish sentiment in the market became stronger.

The same is true on this day.

As the holder of the "Fortune Road" seat that is the focus of market investor groups, Su Yu began to meet Qian Zhongmou, general manager of Huijin's strategic investment department, for the first time at the invitation of Zhou Boyang, assistant general manager of Huijin's strategic investment department.

Around 11:30 noon, Yuhang, in a private room at Lanting Hotel.

Zhou Boyang looked at Su Yu who had arrived, stood up hurriedly, made an invitation gesture, and then introduced to Su Yu: "Mr. Su, this is Mr. Qian of our company's strategic investment department. I have to say... I want to make an appointment. It's not easy to meet Mr. Su. If you don't come today, I guess next Monday I will have to go directly to your company to block the door."

"What did Secretary Zhou say?" Su Yu responded with a smile.

Then he took the initiative to reach out to Qian Zhongmou and said: "Mr. Qian, you are a well-known figure in our domestic financial circle. It is my honor to meet you. Speaking of which, my former university teacher was still an alumnus of yours." Come on, in terms of seniority, I have to call you Qian Lao." Lan

Although the company has developed rapidly in the past year, and his personal asset accumulation has exceeded the 1 billion mark. At the same time, both fame and status have made him a place in the domestic financial community, especially the domestic asset management community, but for the future Qian Zhongmou, a senior in the financial industry who laid the foundation for domestic financial development and a core executive member of the country's core asset management institutions, deeply respects and admires him.

"Oh, really?" Qian Zhongmou shook hands with Su Yu, and at the same time made a gesture of invitation to Su Yu, responded briefly, and then waited for Su Yu to sit down before continuing to ask, "I don't know what university you are in?" Teacher, who is it?"

"Fang Chengming, Professor Fang." Su Yu said.

When Qian Zhongmou heard the name, he thought for a moment and said with a smile: "So you are Lao Fang's student, no wonder you are so good. Last time, we had dinner together at an economic and academic exchange in Yanjing, but he You...should be meeting abroad, right?"

"Yes!" Su Yu responded casually, and then said, "So after all, you should be my teacher!"

Qian Zhongmou laughed and said happily: "It would be a blessing in my life to have a student like you."

When they first met, he really had a good impression of this young man, Su Yu. Lan

Originally, he thought that at Su Yu's age, he would suddenly achieve such outstanding results in the industry, and at the same time, his personal wealth would also be accumulated to such a strong level that he would most likely be ranked high on the domestic wealth ranking list. His whole temperament and the image he displayed should be arrogant and a little arrogant, but he didn't expect... The other party's eyes were clear, his expression was gentle and calm, and his whole behavior was neither humble nor arrogant, which surprised him.

Of course, at the same time as he was surprised, he suddenly felt... maybe he had come to the right place this time.

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