Rebirth of the investment era

In addition to index performance, there are also main concepts, industry sectors, and popular stocks.

The two core main lines of 'infrastructure' and 'state-owned enterprise reform' have maintained strong fluctuations at high levels. The core industry sectors, concept sectors, popular stocks, etc. in the field have almost all refreshed the high point of this round of rebound. The money-making effect in the main line areas has been It is still strong, and the bullish sentiment and expectations are also rising.

In the fields of 'pharmaceutical' and 'consumer', which once performed well during the session, they eventually fell back from the intraday high to the original point at the opening. The amplitude of related popular stocks was not small, but there was no large-scale trading.

The sluggish financial, coal, non-ferrous metals, electronic information and other fields are still sluggish, maintaining a low-level shrinkage and shock pattern throughout the day, following the index fluctuations, and there is no obvious abnormal situation.

As for the 'Internet', 'Mobile Internet', 'Smartphone Industry Chain', 'Film and Television Media' and other emerging industries led by the Small and Medium-sized Board and GEM, their performance today was significantly weaker than the broader market. Among them, 'Mobile Internet' and ' Many popular stocks in the smartphone industry chain's field have shown signs of heavy volume and sharp declines, making many investors holding this field feel irritated and angry.

"At the end of the monthly line, the Shanghai Stock Index has gone out of an obvious rebound pattern with heavy volume at the bottom. The market trend next month... should be worth looking forward to." Faced with such a closing situation, in the magic city at this moment, Zexi Investment's internal trading In the room, Zhou Kan breathed a long sigh of relief and said with a genuine smile, "And the hierarchical shape of the market conditions is also quite clear."

Xu Xiang, who was beside Zhou Kan, nodded slightly and continued: "Judging from the monthly K-line charts of major indexes, there are indeed signs of bottoming out and reversal, but can it form a strong upward reversal force and trend? , it still depends on how the market news and sentiment will be interpreted in the future.”

"Yeah!" Zhou Kan nodded and said, "But the darkest time for the market should have passed."

"Hopefully!" Xu Xiang said, "The technical shape of the market is very good. If this wave can come out stably, then in the second half of the year... maybe there will be a sustained big market, oh, by the way... this In this month, how is the net value of our fund performing? It should be at a new high, right?"

Zhou Kan took a look at the background data and responded: "It is indeed a new high. Due to the recent strong rebound in the market, we have made up for the fund's losses in the first quarter. This year's net worth performance has reached 7.3%, currently ranking among Domestic private equity fund performance rankings, top five in performance of products above RMB 5 billion."

"How is the net value performance of the fund products under 'Yuhang Investment'?" Xu Xiang then asked.

Zhou Kan responded: “Yuhang Investment Company’s two main fund products have not announced their net worth and position data since the end of January. Net worth performance is still at the end of January."

"According to this year's ranking of the net value of fund products in the industry..."

"Currently, the product with a scale of over 5 billion, ranking first in performance, is the 'Manniu No. 1' product of Shenzhen Xiniu Fund Company. The product with a scale of less than 5 billion, and a product with a scale of 1 billion or more, ranking first in performance. Anzhao Fund Company's 'Selected Hybrid No. 1' product, with a scale of less than 1 billion, ranks first in performance, is a fund product with a scale of only 70 million, and has no reference value."

Private equity fund products with a scale of less than 100 million yuan are equivalent to the general amount of hot money in the market.

At this scale, performance fluctuates greatly.

Therefore, generally speaking, people in the industry will not really pay attention to the performance of such small-scale fund products, because this kind of performance does not have normal continuity at all.

"but……"

Zhou Kan paused and then said: "Although the current Xinniu Fund Company's 'Manniu No. 1' product has occupied the top position in performance so far this year, the two main funds under the 'Yuhang Investment' company have With the continuous actions in this rebound, I believe that as long as they choose to re-announce their net worth, they will be able to return to the top of the performance list without any pressure."

"There should be no doubt about this." Xu Xiang said, "At present, the trends of the two core market lines of 'infrastructure' and 'state-owned enterprise reform' have become completely clear, and the two main funds of 'Yuhang Investment' Everyone has roughly figured out the direction of the heavy holdings. Logically speaking... Mr. Su from Yuhang Investment should announce the net value of its funds and corresponding position data at this stage, right?"

Compared to the tepid trend of the market today...

In fact, everyone wants to know the specific position data of the core and main institutions that are the two major market main lines of "infrastructure" and "state-owned enterprise reform".

And based on Su Yu’s ‘Fortune Road’ seat, it currently has an influence on the entire market.

If at this time, the two fund products under 'Yuhang Investment' announce their net worth and corresponding position data, it should also greatly enhance the market's investment confidence, as well as the two core market trends of 'infrastructure' and 'state-owned enterprise reform' The subsequent hype trend.

And many people in the industry, as well as many hot money and retail investors in the market, are eagerly waiting for it.

At this moment, in Yuhang and Yuhang Investment Company, in the trading room, everyone was briefly reviewing the trading. After analyzing today's trading data, Li Meng couldn't help but start to propose that the fund's net worth and position data be announced at this time. This would provide Investor confidence, on the other hand, also facilitates the fund's subsequent operation plans.

"Okay!" Su Yu synthesized everyone's opinions and finally agreed to Li Meng's proposal.

So, around 4:30 p.m., Su Yu sent all investors holding the 'Yuhang No. 1' and 'Yuhang No. 2' funds the performance report since the last net worth announcement, as well as the investment summary. At the same time... The position data of the two funds were once again disclosed to the market.

According to the performance and investment summary released by Su Yu...

The net value of the 'Yuhang No. 1' fund, after this period of improvement, has changed from 10.25 when it was announced in the last round to 13.01, and the fund size has changed from 4.107 billion to 5.215 billion, an increase of 27%, of which... according to Calculating the new net value performance this year, the 'Yuhang No. 1' fund still recorded a performance growth of 31.35% despite the overall decline in market indexes.

After this period of improvement, the net value of the 'Yuhang No. 2' fund has increased from 1.57 in the last round of announcement to 1.98, and the fund size has increased from the previous 7.812 billion to 9.866 billion, a total increase of 26.3%, and a distance of 100 It can be said that the billion mark is only one step away, among which... Calculated based on the performance of new net worth this year, the 'Yuhang No. 2' fund also recorded a performance growth of 30.33% despite the overall decline in market indexes.

As for, in addition to net worth performance, the specific position direction.

Whether it is the 'Yuhang No. 1' fund or the 'Yuhang No. 2' fund, the main positions are basically in the two main areas of 'infrastructure' and 'state-owned enterprise reform'.

Of course, in addition to the positions of these two main lines, in the early popular main line concept directions such as 'mobile Internet', 'smartphone industry chain', and 'Internet finance', as well as those that have no performance and have been in an extremely weak state in the market. In the field of military industry, there are also some positions.

"Haha, fund products No. 1 and No. 2 both have performance growth of more than 30%. Mr. Su is really amazing. Under such market conditions, he can actually achieve such performance growth."

After Su Yu announced the performance of the two funds, the news instantly exploded in the internal group of investors holding shares in the two funds.

"Exceeded expectations, exceeded expectations!"

"Originally, I expected a 15% performance growth, which would be great, but I didn't expect... Mr. Su is indeed the top player in this market and will never disappoint."

"Haha, the fund products managed by Mr. Su outperform the market. It's really basic."

"With such a large scale and such rapid growth, Mr. Su is truly the god of investment."

"Those guys who said before that the growth of performance will inevitably slow down as the company becomes larger, now... should they be able to shut up, right?"

"In this world, there should be no more reassuring investment than holding a fund product managed by Mr. Su, right? Haha... It is said that the shares of the 'Yuhang No. 1' and 'Yuhang No. 2' funds are not for sale. This is You are absolutely right."

"Excellent! In an almost unilateral downward trend in the market, Mr. Su not only maintained positive growth in fund performance, but also created 30% room for performance growth. It is simply admirable!"

"Is this the strength of the top traders in the market? I love it, I love it..."

"Haha, once Mr. Su takes action, it turns out that no one in the domestic asset management system can defeat him."

"At the current fund product level of 5 billion, in terms of performance growth this year, except for Mr. Su's two products, the highest is only 12.78%, right? Mr. Su's move... is simply unparalleled!"

"Looking at the domestic asset management system, including the self-operated state-owned assets system and public funds, there is really no one that can beat them!"

"As soon as this performance comes out, the shares of the two funds will be transferred off-site, and the premium will probably rise again!"

"Haha, fortunately, I took a gamble and purchased 10 million Yuhang No. 2 fund shares off-market at a premium of 18%. Now... I'm really making crazy money again."

"Damn it, what kind of stocks are you speculating on? Speculating on the shares of the fund managed by Mr. Su is still the right thing to do!"

"Well... you can't buy it at all, okay? Even if you buy shares of Yuhang No. 1 and Yuhang No. 2 funds off-site at a high premium, not many people are willing to sell them."

"Nonsense, except for those who are in urgent need of money, they will sell it if they are stupid!"

“Indeed, facts have proven that since the closed operation of Yuhang No. 1 and Yuhang No. 2 funds, any investor who sells relevant shares through OTC premiums will basically receive less benefit than directly holding the shares. rich."

"What an explosive performance. Alas... when the fund was launched, there were fewer subscriptions. Now, I really hope that Mr. Su's company can discover new fund products quickly."

The information in the internal investor communication group was refreshed rapidly, and everyone was excited and bursting with emotion.

In the market, major online stock discussion communities, forums, and post bars are places where a large number of retail investors gather. Emotions surge instantly and discussion topics are unprecedentedly heated.

"Damn it, the two main funds managed by President Su have a combined holding of nearly 10 billion in the fields of 'infrastructure' and 'state-owned enterprise reform'. It's scary, it's so scary!"

"The holdings of Huaguo China Railway and Huaguo Construction both exceed 1 billion, my God!"

"This is much clearer than the Dragon and Tiger List. Sure enough... the two main lines of 'infrastructure' and 'state-owned enterprise reform' were completely driven by President Su!"

"A big deal, really a big deal!"

"Haha, Mr. Su holds such a heavy position on the two main lines of 'infrastructure' and 'state-owned enterprise reform'. The subsequent market trends of these two main lines will definitely have high explosive potential."

"Hey, I should increase my position today. I feel like I have to rush for funds again after May Day."

"Huaguo Construction, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement, Gemdale Group, China Fortune Land Development, Kumho Group... Position data announced by Mr. Su In this fund, except for the stock 'Lixun Precision', which accounts for more than 10% of the entire fund, the other stocks accounting for more than 2% are basically in the fields of 'infrastructure' and 'state-owned enterprise reform'. They are really heavy positions. It’s a big gamble and the investment direction is extremely clear!”

"In the position data released by Mr. Su, why is it that the check of 'Lixun Precision' has the highest proportion of positions, accounting for almost 20% of the position of the 'Yuhang No. 2' fund."

"Is this check a private placement of stocks that Mr. Su participated in? There is no way to reduce it."

"In terms of 'mobile Internet', 'smartphone industry chain' and 'Internet finance', which were popular in the early stage, as well as the 'military industry' field that no one paid attention to at all, it seems that there are still some positions in the position data released by Mr. Su. ,What does this show?"

"Mr. Su's holdings in the main concepts of 'mobile Internet', 'smartphone industry chain' and 'Internet finance' should be some of the bottom positions left after the previous liquidation, and will not affect the overall net value performance of the fund. , should and cannot be used as Mr. Su’s optimistic standard for investment direction.”

"Indeed, judging from the position data, the total stock positions held by Mr. Su's two funds in the main areas in the early stage are less than 5% of the entire fund, which should not mean anything. Of course... Except for the check of 'Lixun Precision'. After all, everyone knows that Mr. Su participated in the private placement plan and cannot sell this check."

"Then what's the explanation for the 'military industry' that Mr. Su is involved in?"

"It is probably because Mr. Su once tried to test the position in the 'military industry' field when it came to choosing the market direction. As a result, this line did not form a basic market synergy, so he changed the direction, right?"

"Hey, you don't need to analyze so much, just focus on the two main lines of 'infrastructure' and 'state-owned enterprise reform' that Mr. Su has a heavy position in. The position is almost 10 billion. With such a large position, Mr. Su even wants to appear. , it will definitely not be possible in the short term, which also illustrates that the two main market trends of 'infrastructure' and 'state-owned enterprise reform' are far from over at this stage."

"Yes, yes... after May Day, we will directly engage in individual stocks in the two main areas of 'infrastructure' and 'state-owned enterprise reform'."

"At this stall, Mr. Su dares to announce his holdings. He is truly a conscientious leader!"

"It must be the main force of conscience!"

"In this market, only the influence of 'Wealth Road' is unique, and only Mr. Su dares to disclose his positions without any scruples during the market development stage."

"With President Su's courage and structure, I am willing to carry the sedan chair for President Su, no matter what."

Similarly, among retail investors across the network, there was a moment of intense discussion and in-depth analysis of the net values ​​of the ‘Yuhang No. 1’ and ‘Yuhang No. 2’ funds, as well as the position data announced by Su Yu.

Within the domestic asset management system, there are many public funds, state-owned self-operated investment funds, and private equity funds.

The fund managers, fund product managers, chief investment consultants, and chief analysts were extremely shocked by the relevant fund product data released by Su Yu, and the discussions were very intense.

"Another explosive performance. The 30% increase in net worth is truly unique in the entire market."

"This guy named Su is really a market monster. Will he give people a way to survive?"

"Fortunately, 'Yuhang Investment' is a private equity fund company, and there are threshold restrictions for product subscriptions. Otherwise... if the performance of public equity funds is like this, then everyone will really die."

"If Yuhang Investment really turns into a public fund company, with the current market influence of Mr. Su and the net value performance of its related products, its scale is at a low threshold, and I am afraid it will have to go straight to 100 billion."

"Unbelievable, with such market performance in the first four months, we can actually achieve a 30% performance growth."

"Hey, although we are still unbeatable and unbeatable, compared to last year's performance, this year has returned to normal and it doesn't look so scary."

“It doesn’t look that scary, that’s because it’s grown in scale!”

"Everyone knows that the larger the scale, the more difficult it is to increase the net worth. For a company with a scale of tens of billions, its performance increased by 30% in the first four months of this year. I really feel that there is no difference at all from its performance, which was several times higher than last year."

“He is truly the ‘King of Private Equity’!”

“Looking at the rankings of private equity performance products in the industry, since the launch of the ‘Yuhang Series’ fund products, there really is no one that can beat them.”

"Not to mention the private equity industry, in the entire domestic asset management industry, can anyone catch up with Yuhang Investment in terms of product performance? No... not one!"

"This guy named Su is so awesome!"

"However, the two main themes of 'infrastructure' and 'state-owned enterprise reform' are bets of tens of billions, which are really scary!"

"It's incredible that he can pull off such a grand main line. This is incredible. Funds from all walks of life in the market are almost crazy when they see the 'Wealth Road' emerging."

"There is no way, the money-making effect of the 'Wealth Road' gathering is too strong. If you don't follow, you will have to chase after it!"

"Hey, I'm really envious and jealous."

"Who is not envious, who is not jealous? But the main line of the market pulled out by other traders is in line with the market fundamentals and emotional changes. Even if you want to suppress it, you have no choice but to follow the trend. Are you angry or not?"

"The key is that market capital is limited. If you don't follow the trend and pull other main threads, you won't be able to drive the market."

"You really deserve the money you make."

At a time when everyone in the domestic asset management industry is envious, jealous, and helpless.

Domestic large investors and hot money groups were shocked and extremely excited by the position data and net worth performance announced by Su Yu.

“In the blink of an eye, Mr. Su has become the undoubted ‘King of Private Equity’ in the country in just one year. He’s so awesome!”

Seeing that the net value of the 'Yuhang No. 1' and 'Yuhang No. 2' funds managed by Su Yu has refreshed, once again sweeping the domestic private equity fund product net value rankings, suppressing all domestic practitioners in the asset management industry and countless famous seniors and elites in the industry , Zhao Qiang couldn't help but sigh in the Yuhang hot money group where Su Yu was.

"From zero to 10 billion in one year, President Su should be a unique legend in the country, right?"

"It's a must! Who can match the reputation of 'Fortune Road'?"

"Not to mention the private equity industry, in the domestic hot money circle, Mr. Su's 'Fortune Road' seat is now the only one that exists."

"In terms of performance and profitability in the market, looking at the entire domestic financial community, there is really no one who can compare with Mr. Su."

"It's truly a legendary experience. I'm so envious."

"Hey, I don't know if Mr. Su's company is still recruiting people. I also want to learn a few tricks from Mr. Su."

"Go together, go together..."

"With Mr. Su's methods and techniques for creating the main market trend, I feel like a primary school student who has just entered the market."

"Awesome, so awesome!"

The big players and hot money players in the group were discussing intensely, and they all expressed their admiration.

The topic of the two main fund products under 'Yuhang Investment' and Su Yu's 'Wealth Road' has swept the domestic financial industry. At the same time, the two fund products have unsurprisingly once again topped the performance rankings of private equity products in the industry. The top-ranked 'Manniu No. 1' fund product directly squeezed into third place, with a net value gap of nearly 20%.

As the ‘Manniu No. 1’ fund product that briefly occupied the first place in the performance ranking of private equity funds in the industry, it has an internal trading room.

Fund manager Fang Xinsheng had to sigh helplessly at this moment.

A feeling of despair suddenly emerged in my heart, "How can I be bright when I am good at it?" I found that no matter how hard I tried, it seemed that it was difficult to catch up with the opponent.