Rebirth of the investment era

Qin Qiuyue didn't expect Su Yu to call her and actually ask her about this. She smiled and said, "To be honest with Mr. Su, our fund trading team is planning to increase our positions in this main line of investment."

"In that case, I won't say more." Su Yu chuckled.

At present, the main holdings of several fund products of the 'Yu Hang Series' are mainly concentrated in the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', On the core concepts of "reform and reorganization of central enterprises and state-owned enterprises", when the market prices of these main lines have not reached the highest point of expected sentiment, that is, they have not yet ushered in an obvious selling point.

It is difficult for several major funds to move positions.

After all, one cannot choose two opportunities at the same time.

In this way, with the help of the 'Anzhao Fund' company, several 'Anzhao' fund products have skyrocketed funds, and the layout is expected to be rapidly increasing, and at the same time, the inflow of large funds is also slowly accelerating in the 'big financial' sector. It became something Su Yu subconsciously considered.

At the same time, since ‘Anzhao Fund’ Company has become a wholly-owned subsidiary of ‘Yuhang Investment’ Company.

Then, the two trading teams can also share some issues in the direction of investment strategies.

And this... is also the reason why the entire 'Anzhao series' fund product shares have been snapped up by a large number of fundamentalists in the fund investment market in the past two days.

"Based on Mr. Su's accurate judgment on the financial trading market, it would definitely be better if Mr. Su is willing to give us some guidance." Qin Qiuyue said with a smile, "How to lay out the line of 'big finance' specifically, and the core How to choose target stocks, we still need Mr. Su to give us guidance."

Su Yu said with a smile: "Under the expectation of a 'bull market', the layout path of the 'big finance' line should be easy to plan, right?"

"Does Mr. Su also believe that the market has turned into a 'bull market' as expected?" Qin Qiuyue asked.

Su Yu chuckled and said: "This is not what I think, but the market has already reflected the expectations in this direction, and haven't the institutional groups in the market been shouting this expected slogan of 'bull market' for a long time? ? Now that market sentiment and investment confidence have fully recovered, naturally this expected slogan has the basis to become a reality."

"Well, that's true." Qin Qiuyue nodded and responded.

Su Yu pondered for a moment, thought about it, and then reminded: "In the layout of 'big finance', we still need to pay special attention to the 'financial technology' line. This is also the case under the expectation of a 'bull market', and there is a rapid expansion of expectations. , and has areas where the demand scale and industry scale have doubled.

And in the selection of financial stocks...

It would be better if we could combine the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central and State-owned Enterprises', especially in line with the 'Reform and Reorganization of Central and State-owned Enterprises'. Financial stocks with certain restructuring expectations. "

"Okay, I understand!" Qin Qiuyue nodded and continued to respond.

Afterwards, the two hung up the phone.

Qin Qiuyue hung up the phone, turned back to her senses, and stared at the traders in the trading room. The look on her face became even more excited and exciting. She smiled and said to Zhou Hui, the trading team leader: "Zhou Hui, It’s rare…our trading and investment thinking coincides with Mr. Su’s.”

"Ah?" Zhou Hui was obviously a little surprised, "Mr. Su is also optimistic about 'big finance', the core line of the market."

Qin Qiuyue nodded and responded: "Yes, and Mr. Su said that the market is already in the expectation of a 'bull market', and the subsequent market trend is likely to accelerate further."

"Ah..." Zhou Hui said in surprise, "Mr. Su's judgment on the current market conditions is as accurate as ever."

After the Shanghai Stock Index broke through 2,500 points without any hindrance, especially with the huge explosion, it can be seen that large-scale incremental funds entered the market, Zhou Hui always had a feeling in her heart that a 'bull market' was about to come, of course...this feeling It was very hazy, and she didn't know if it was right or not.

But now, it has been recognized by Su Yu.

The confidence in her heart was naturally extremely firm.

In fact, the changes in market investment sentiment and investment confidence are still very obvious on the market.

Of course, although off-market funds are entering the market in great strides and many new investor groups have entered the market, differences in the market still exist.

This can also be seen from the large amount of profit-making selling pressure at the beginning of today's trading.

However, when the market's money-making effect continues to deepen, and when the market's investment sentiment and investment confidence have completely reversed, this difference cannot stop the huge bull power.

She could almost predict that the Shanghai Stock Exchange Index would truly break through the 2,500-point barrier.

Following the footsteps of the 'bull market', the market's upward path has officially begun... and the subsequent market conditions should also be more spectacular.

Qin Qiuyue laughed and said: "Mr. Su's judgment of the market direction has been verified by the market over and over again. There is no doubt that since Mr. Su firmly believes that the market is already in a 'bull market' ' on the way, then we don't need to hesitate at all."

"Okay!" Zhou Hui nodded and said, "Has Mr. Su mentioned a specific plan for building a main-line investment position?"

Qin Qiuyue responded with a smile: "Mr. Su just asked us to link up with the 'Eurasian Economic Belt', the 'New Era Road, and the Maritime Silk Road' when laying out the core main line investment field of the market, 'Big Finance'" , 'reform and reorganization of central and state-owned enterprises'. At the same time, we must focus on the main line of derivative market investment, 'financial technology'. Mr. Su believes that outside the field of 'traditional finance', the 'financial technology' line, there will also be great investment potential under the expectation of a 'bull market'."

"Fintech?" Zhou Hui thought for a while, "It should be the 'Internet Finance' sector, right?"

Qin Qiuyue responded: "It should be, but it is not limited to this."

"I remember that among the main fund products of the 'Yu Hang Series' managed by Mr. Su, it seems that they have never given up on the layout in this direction." Zhou Hui thought about it, "Since last year, the market first focused on the main line of 'Internet Finance'. Large-scale speculation has begun, and it seems that in more than a year, the 'Yuhang series' fund products managed by Mr. Su have not completely left this main line field in terms of the layout of several core main lines."

Qin Qiuyue said: "It seems to be true. This shows that Mr. Su is indeed quite optimistic about the 'financial technology' line!"

"Yeah!" Zhou Hui nodded and continued, "This is the line. After a lot of hype in the early stage, the valuation level is high and it is not easy to start. Moreover, these concept stocks, in terms of performance, There are also many uncertainties, making it difficult to select stocks.”

Qin Qiuyue thought for a while and said: "The overall core investment logic is based on the logic of 'bull market' expectations. It should be easier for us to set target stocks based on this logic. For example, as the 'bull market' expectations increase, The stronger the trend, the more investors enter the market.

When the securities business and fund business exploded.

At the same time, under the surging tide of 'mobile Internet', using mobile devices, that is, smartphones, to trade stocks should be the general trend in the future. So... Under the expectation of a surge in mobile financial users, as a trading platform software development and mobile customer The terminal-operated financial service providers 'Flush' and 'Oriental Fortune' are not to be missed.

Based on this idea, securities firms, banks, insurance and financial institutions are developing mobile platforms one after another.

Companies whose main business is mainly trading software development and maintenance are naturally not to be missed. The main business companies in this area are mainly 'Hengsheng Electronics, Jinzheng Co., Ltd., Yinjie Technology, Changliang Technology...' right?

In my personal opinion, these two main business areas should have certain potential for scale expansion and performance explosion as the market's "bull market" expectations become stronger and stronger. Although the concepts of other business areas are very different, Good, but I'm afraid it will be difficult to have the ability to deliver results.

However, pure conceptual hype is still a rootless tree after all and cannot last long! "

Zhou Hui responded with a smile: "I agree with Mr. Qin's idea. I also think that in terms of the 'financial technology' line, there is a certain possibility of an expected explosion in the two main business areas mentioned by Mr. Qin. Others, let’s not say they have no investment potential, but they are definitely worse.”

"Okay!" Qin Qiuyue said, "Since you agree, let's make a preliminary plan first and draw up target stocks in this direction.

As for the ‘traditional finance’ sector.

Under the logic of 'bull market' expectations, we can make predictions based on past market historical performance. "

"Yes!" Zhou Hui nodded, "There shouldn't be much difference in the securities sector. We can have a balanced layout according to the size of the securities companies. As for banks and insurance, in terms of the position weight of the entire layout, I think... it's OK Slightly lower than the weight of the brokerage sector.”

As the vanguard of the ‘bull market’.

Historically, in the field of "big finance", the flexibility of the "brokerage" sector has been higher than that of banks and insurance.

Therefore, when it comes to the selection of position weights during layout, the ‘brokerage firms’ mentioned by Zhou Hui are given priority, followed by banks and insurance companies. It can be said that there is no problem at all.

Qin Qiuyue thought for a while and said: "President Su also mentioned that when we lay out the main line of 'traditional finance', we must pay strong attention to the concept of 'reform and reorganization of central and state-owned enterprises' in this main line field." Core financial stocks mean that such stocks can be focused on layout and held as core weight stocks."

"Financial stocks with the concept of 'reform and reorganization of central and state-owned enterprises'?" Zhou Hui thought for a moment, "You can only find them in the securities and insurance sectors. At the same time, stocks of securities companies with the concept of restructuring should still be higher than similar stocks. flexible."

Thinking about it, she listed a few based on her memory, and all of them were approved by Qin Qiuyue.

The two continued to discuss for a while, and first decided on the general investment direction of the fund's shift to 'big finance'. Then, based on the two conditions mentioned by Su Yu, they listed an initial list of about 20 target stocks to be opened, and then We plan to wait until the market trading hours are over and the market closes completely before discussing further.

Today's market trend, despite the changes in 'big finance', is slightly stronger than the index performance.

But it does not siphon the market as crazy as the two main lines of 'infrastructure' and 'military industry', as well as the core conceptual lines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' Funds, get out of the explosive mode of emotional boiling.

Therefore, they were not in a hurry and thought about chasing the highs quickly.

And just when they carefully discussed the follow-up investment plan and planned to increase the size of the fund, all the incremental funds would be diverted to the direction of "big finance" for deployment.

The market trading time came to 3 o'clock in the afternoon.

The two markets were frozen, and the Shanghai Stock Index closed directly at the highest point of the day, fixed at 78 points, up 78%. The daily trading volume of the Shanghai Stock Index alone reached 4.9 billion. Compared with yesterday, the volume of the Shanghai Stock Index was nearly 40 billion. , while the Shenzhen Stock Exchange Index and ChiNext Index rose by 23% and 19% respectively. Compared with yesterday, they also experienced significant volume increases.

In the entire market, the total turnover of the two cities reached 3.3 billion, approaching 300 billion in volume.

And at the same time that the market is booming.

All industry sectors in the two cities maintained red closing prices.

Among them, the major industry sectors of steel, real estate, and military industry have increased by more than 3%. Within the sectors, there has been a pattern of daily limit rising.

In terms of concept sectors, market funds are still developing around the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', and the market has penetrated into 'Shanghai'. Municipal Free Trade Zone', 'Hua-Korea Free Trade Zone' and other fields.

And in the ranking of net inflows of large funds.

Real estate and securities ranked first and second, with net inflows of large funds exceeding 3 billion each.

Of course, in addition to these traditional main areas, "Internet finance" has once again reached a market climax today, and the entire concept sector has exceeded the daily limit of 7 stocks.

Faced with such a closing situation.

Facing the entire market, of the nearly 2,000 stocks participating in the transaction, only 200 stocks closed down, which was an extreme money-making effect.

The entire domestic financial circle, including the investor groups inside and outside the market, are extremely excited, and their inner excitement and ecstasy are undoubtedly evident.

On the Internet, there are major stock investment exchange forums.

The explosive number of topics and countless profitable accounts posted are like a raging fire, burning in the hearts of many investors who are still hesitant to enter the market, or in other words, are still short of the market. They are both envious and jealous!

Among them, in this extremely explosive emotional interpretation.

When the Shanghai Composite Index fully exceeded 2,500 points, the market's intraday trading volume hit a new yearly high, and at the same time, the index points also hit a new yearly high.

The vast number of asset management institutions, securities firms, and financial media in the market...

They also shouted the voice of "bull market" one after another, and cooperated with the regulatory authorities to further attract potential off-market investor groups to accelerate their entry.