Rebirth of the investment era

Next to Zhou Kan, Xu Xiang was stunned when he saw the data on the Dragon and Tiger Ranking. He did not expect that there would be so many "Fortune Road" owners buying seats.朌

Of course, compared with the purchase volume of "Fortune Road" on the main line of "Big Infrastructure" some time ago.

Today’s buying volume is actually nothing.

But today’s ‘Fortune Road’ buying opportunity is quite sensitive compared to the main buying trend some time ago.

"Mr. Su from the 'Yuhang Department' conducted such a public operation, and I'm afraid the gains outweighed the losses." Xu Xiang said with emotion, "We can see that he has signs of early attack on the stocks related to 'Film and Television Media'. Then other major institutions and major funds can also see it."

Zhou Kan nodded slightly and said: "I also think there are big problems with such open operations. The 'Yuhang System' has already been at the forefront of the attention of various institutional groups in the domestic asset management industry, and even the majority of investor groups. , at this time, if you want to be so aggressive in raising funds and publicly expose your seat, isn’t it obvious that you will be reported?”

"Even though today's 'Yu Hang Group' does not involve the issue of 'insider trading' in its operation of the 'film and television media' line, it has aggressively rushed to raise funds and used its seat influence to further intensify the 'film and television media' line. The high-level market investment sentiment will also cause dissatisfaction among many similar investment institutions, right?"

"That's for sure!" Xu Xiang responded, "Although in the financial trading market, how much you can earn depends entirely on your ability, but in fact, no one likes to 'eat alone', and this is exactly what the 'Yu Hang Group' is doing now. With this question in mind, I guess... Faced with such a radical and domineering act of raising funds by the 'Yu Hang Group', the follow-up stock holdings of the 'Yu Hang Group' have strong unexpected logic and the market cannot avoid it, and the market will Most of the other major institutions in the country are probably not willing to support the 'Yuhang Department' and the 'Wealth Road'."

"According to the data of the Dragon and Tiger List during this period, the positions of stocks exposed by the 'Yu Hang Group' are still in the direction of 'big infrastructure' with higher position weights!" Zhou Kan briefly reviewed this period.' The Dragon and Tiger list data that appeared on Wealth Road said, "According to what you said, boss, doesn't this mean that we have to reduce our positions or avoid the line of 'big infrastructure'?"

"at the same time……"

Zhou Kan thought for a while and continued: "If the market does not break through in the direction of 'big infrastructure' with a higher position weight in the 'Yu Hang Group', which direction will it go in? In other main market directions, compare with 'big infrastructure' For this line, either the expected logic is not strong enough and the market is not in a good mood to follow the trend, or, like the 'Film and Television Media' line, the overall main line market capitalization is not large enough, the index weight is not high enough, and a single line market cannot drive the entire market. "

"I'm saying that most of the main funds in the market should avoid stocks with higher holding weights in the 'Yuhang series'. I didn't say that the main direction of the breakthrough will change." Xu Xiang smiled and responded, "The whole ' In the field of large infrastructure, there are many industry sectors such as building decoration, building materials, real estate, steel, cement, public transportation, machinery and equipment, and high-speed rail, as well as the reform and reorganization of state-owned enterprises and central enterprises, the Shanghai Free Trade Zone, and infrastructure "Construction', 'rural revitalization', and 'urbanization' are so many conceptual themes, and there are hundreds of stocks in total. What percentage of the stocks held by the 'Yu Hang Group' can account for it?"

"In other words, in the entire 'big infrastructure' field, after avoiding the stocks with higher holding weights in the 'Yu Hang Group', there are still many stocks with speculation logic and investment value."

"If you don't want to support the 'Yu Hang Group' with funds, you can still invest in these stocks."

"Of course..."

"The market has not truly achieved a breakthrough, and before it has completely come out, changes on the main line of breakthrough are also possible. After all, there is the support of the hype of the main line of 'film and television media', and the market breaks through with small and medium-sized board and GEM heavyweight stocks as the core , and it’s not impossible to achieve.”

"And if the main funds in the market choose to form a joint force in the direction of the small and medium-sized board and the GEM."

"That should be able to completely avoid the core holding areas of the 'Yu Hang System'."

Zhou Kan heard Xu Xiang's analysis, thought about it carefully for a while, and responded: "It seems... we have to make two preparations. In terms of the weighted core stocks of the small and medium-sized board and the GEM, we also have to adjust the positions to avoid the market. When the breakthrough trend gradually became clear, we were completely unable to keep up with the 'film and television media' line."

"Well, yes!" Xu Xiang nodded slightly, "First make arrangements, build a bottom position, and then observe and observe. The market is at this position, there are differences, but it is fully equipped with various expected factors for a breakthrough. We should really take good care of it. Be prepared to avoid being unable to react in time when an opportunity suddenly comes.”

Zhou Kan nodded, responded quickly, and then took advantage of the last half hour before getting off work.

Make timely adjustments to subsequent trading plans and investment strategies.朌

While the two of them were analyzing the market's dragon and tiger list, making judgments on the market trends and adjusting trading strategies, at the same time, Shenzhen Pingyin Asset Management Center, Modu Yifangda Asset Management Institution, Yanjing Huarui Public Fund Within the company, and even managers from the proprietary investment department of Huaxin Securities, the investment strategy and trading department of Huatai Securities, the Huayin Fund Investment Department, etc., and many other major market institutional groups, as Xu Xiang expected, they saw the market. After the ranking data, there was serious dissatisfaction with the "Yu Hang Department" funds behind the "Fortune Road" trading seat.

"Is this insider trading in 'Fortune Road'? We should really suggest that the Market Trading Department of the China Securities Regulatory Commission investigate it."

"How come there is a 'Fortune Road' everywhere? The funds of the 'Yu Hang Group' are so eager to raise funds and market, and use their seat influence to seriously affect the market's following sentiment. Isn't it excessive?"

"Is there any mistake? It's the 'Wealth Road' that's killing the list again. It's like eating alone!"

"The funds behind the 'Fortune Road' seats are suspected of manipulating the stock price by doing this, right?"

"What the hell, it's too much..."

"Let me tell you, why can't I grab the chips? It turns out that the buying channel has been blocked by the funds from 'Fortune Road'."

"How come the funds of the 'Yuhang Department' are so fast? Damn, this reaction, this news channel... Is it possible that it flowed out directly from within?"

"Can you report it? Today's transaction of the 'Fortune Road' capital is really questionable."

“With the ‘Film and Television Media’ line being so stimulated by the ‘Wealth Road’, I’m afraid there won’t be any good points to intervene tomorrow. Hey… is this forcing funds to return to the ‘big infrastructure’ field?”

"Do you still want to go back to the field of 'big infrastructure' to support the 'Yuhang Department' with funds? Isn't this cheap?"

"What the hell, I don't want to support the Yuhang Department's funds anyway."

"Who would think so? Isn't there no way to do it?"

"The key is that this fund has a huge influence on the vast retail investors in the market and the hot money groups that follow the trend. If you ask me...this fund should be prohibited from using the 'Fortune Road' seat to trade."

"Indeed, it greatly affects the normal trading of the market."

"It also affects the fairness of the market. I don't understand. Are these hot money and retail investors who follow the trend of 'Fortune Road' stupid? Can't you understand that 'Fortune Road' is harvesting them?"

In the internal communication groups of many institutions, there are endless complaints about the funds of the ‘Yuhang Department’ and ‘Fortune Road’.

And just the opposite of the main institutional groups...

The majority of retail investors in the market, as well as many hot money groups, are quite excited and excited about the "Fortune Road" once again killing the list on the Dragon and Tiger list.

After all, judging from the signs that ‘Wealth Road’ has shown up on the Dragon and Tiger list in the past.

As long as the "Fortune Road" buys heavily, the market outlook will not be bad, regardless of the main line of "Fortune Road" buying, or the overall market conditions.朌

"Haha, Mr. Su is really powerful. The line of 'Film and Television Media', with the blessing of Mr. Su's 'Fortune Road' seat, should be completely explosive, right?"

"Huace Film and Television, Ciwen Media, Yanjing Culture, Cultural Investment Holdings, Huayi Brothers, Guangguang Media, LeTV...these tickets should go straight to the daily limit tomorrow, right? Haha...Fortunately, they opened this afternoon At this time, we have grabbed Huayi Brothers’ bargaining chip, and we will definitely reap 10% profit tomorrow.”

"Today's data on the Dragon and Tiger Rankings is really explosive."

"How many days have it been since? It's not easy to see Mr. Su's seat on Fortune Road again."

"Mr. Su's 'Fortune Road' seat appears on the Dragon and Tiger list this time. It's not that long since the last time, right?"

"Have you never heard of the saying that if you don't see me for one day, it will be like three years ago? Speaking of which... Mr. Su's path to wealth, during this period of time, after buying, you haven't seen any selling, right?"

"Indeed, based on this month's Dragon and Tiger list data, Mr. Su's 'Wealth Road' and its associated institutional seats have net purchases of more than 2 billion on the Dragon and Tiger list, and public sales on the list The amount, so far, is still zero."

“Oh my God, such a huge net buying volume?”

"Such a large amount of net buying should prove that Mr. Su is very optimistic about the market outlook, right?"

"That's for sure. Otherwise, could Mr. Su continue to buy so many chips?"

"Hey, the net worth and position data of several major funds of the 'Yu Hang Group' are not public now. We can't know specifically what Mr. Su's positions are, otherwise... we would really have no idea to follow them."

"You can follow it without thinking now. Looking back at every large-scale buying process of Mr. Su's 'Fortune Road' on the Dragon and Tiger List, there has never been a continuous buying as strong as this one. I guess... the market will continue in the future. An upward breakthrough is basically a certainty, and the 'Film and Television Media' line will definitely have a big market in the future. It should at least replicate the intensity of the hype of 'Internet Finance' and 'Mobile Games' last year, right?"

"If we compare the current market situation of 'film and television media' with the two main lines of 'Internet Finance' and 'Mobile Games' last year, wouldn't it mean that the prices of these two main lines have at least doubled?"

"For leading stocks with direct returns such as Huace Film and Television, Ciwen Media, Yanjing Culture, LeTV, Huayi Brothers, and Guangguang Media under the favorable policies, doubling is at least a minimum, and 3 to 5 times the space should be enough. It’s appropriate.”

"Hopefully, I am fully invested in Huayi Brothers. I hope this wave will allow me to recover my capital and make a small profit."

"Brother, the cost of building a warehouse is a bit high. Can the Huayi brothers also trap it?"

"Hey, last year's high point was full of speculation. Anyway... let's look at the new high this time. I believe in Mr. Su, and I believe that the check from 'Huayi Brothers' will definitely reach a new high."

Many retail investors gathered to discuss...

At the same moment, everyone in the main hot money group of Yuhang where Su Yu was located was not only excited and excited, but also discussed the differences in the leading stocks of the 'Film and Television Media' line and the direction of the market trend before the data on the Dragon and Tiger List came out. The differences finally became clear.

"There should be no doubt now, right? The leading stocks in the 'Film and Television Media' line have all been circled by Mr. Su's 'Wealth Road'."

"I really didn't expect that Mr. Su's 'Wealth Road' actually topped the list again."

"The key is that Mr. Su's speed with positions is too fast, isn't it? Except for the three stocks of Enlight Media, Huayi Brothers, and LeTV, the other stocks that Mr. Su has intervened in are not very large, and they are all closed in the morning. Damn daily limit.”

"Do you think they have the same news channels as you and me?"

"Normally, the 'Yu Hang Series' fund managed by Mr. Su already has such a large amount of funds. Without some information channels, it would be impossible!"

"Mr. Su, is this considered 'insider trading'?"

"This is not considered insider trading. It's not like ambushing positions in advance and waiting for good news. It's just that the news is half an hour or ten minutes ahead of time."

"It doesn't really count. True insider trading will not show up on the market at all."

"Speaking of which, how many chips did Mr. Su buy in recent times? This month on the Dragon Tiger List, the net purchase of Fortune Road and its associated institutional seats has exceeded 2 billion. However, Mr. Su's buying volume is definitely not complete. According to the data disclosed by the Dragon and Tiger List, it is estimated that... the entire holding volume of the 'Yu Hang Group' should exceed 10 billion, right?"

"I think the position size is more than 10 billion."

"I feel more than that too!"

"No matter how much it is, at this time, the funds managed by Mr. Su are definitely heavily invested."

"I agree. This also shows that Mr. Su is firmly optimistic about the market outlook. At least he believes that there should be no suspense if the Shanghai Stock Index breaks through 2,300 points in the future, right?"

"There is also the 'film and television media' line. Mr. Su's large-scale and eager intervention should also show that the hype logic and expected logic of this line are perfectly equipped. It is estimated that this line will take a wave. The market is booming, everyone... I feel that the market is about to enter the emotional hype stage, which is the best time to make money."

"Haha... Let's do the brainless relay tomorrow!"

"We have to continue the relay. I have been resting for several days, and I am just waiting for Mr. Su's 'road to wealth' to appear again on the dragon and tiger list."

"Similarly, I didn't follow up last time. No matter what, I have to follow up this time..."

"I hope the external market trend will be better tonight and the index will jump directly to above 2,300 points tomorrow."

"The index is actually no longer important now. After all, the market's continuous profit-making effect has been achieved. As long as the market does not experience major negative news, the market's following sentiment will remain the same."

Hot money investors are excited and excited, with bright lights in their eyes, and they are all looking forward to tomorrow's market.

Of course, no matter how the sentiments of retail investors and hot money groups change, stimulated by Su Yu's "Fortune Road" seat's new large-scale net purchases, it cannot change the main institutional groups. Some managers' views on Su Yu, and even the entire I am disgusted with the "Yuhang system" way of making funds.

At the same time, because of this disgust...

The capital groups of all parties in the market once again have serious differences in their judgment of the market outlook and prediction of the main line of the market.朌

()

.