Rebirth of the investment era

"Yes!" Liu Ziliang nodded slightly, "When the influence of the 'Fortune Road' trading seat has been greatly reduced in the minds of many investors, the role of the 'Yuhang Department' funds in guiding market conditions and emotions will also weaken simultaneously. As long as the majority of retail investors and hot money groups in the market are no longer so crazy about this main force fund, then the 'Yu Hang Series' funds will be no different from ordinary main funds in the market."

When Chen Shen heard Liu Ziliang's words, his worries about his lack of confidence in the market outlook disappeared in an instant, and he responded excitedly: "Yes, yes... as long as the funds of the 'Yu Hang Group' are used in the market, they will win every battle." "If the myth of undefeated investors is eliminated, then the effect of following the trend of the vast retail investors and hot money groups will be lost, and this capital will no longer be able to use the technique of 'four or two to move a thousand pounds' to stimulate market conditions."

"in this way……"

Chen Shen chuckled and continued: "If it is purely based on the size of the funds in hand, then this fund will have no advantage on the market and can only be reduced to ordinary main funds drifting with the trend."

"Yes, that's the truth." Liu Ziliang nodded and said, "The reason why the main capital of the 'Yu Hang Group' can move all over the market and trigger speculation is because of the active capital system of all parties in the market. The following effect of this main force is too strong.”

"If we directly eliminate this strong following effect, the funds of the 'Yu Hang Group' will no longer have any leverage on the market."

"and……"

Liu Ziliang's eyes were bright, he smiled, and continued: "In the current market, the main institutions of all parties are already seriously dissatisfied with the market enthusiasm that this fund has always dominated and the crazy methods of harvesting profits. When we Once the 'trading myth' of this capital on the market is shattered, once the main market direction is completely guided to the 'growth stocks' line of small and medium-sized boards and GEM, many main funds will follow." Shell.

"There will be an offline investment strategy exchange meeting organized by the industry tomorrow. With the help of this exchange meeting, we can also do a lot of things."

With Liu Ziliang’s analysis and explanation...

Whether it is fund manager Chen Shen or other core traders of Pingyin Asset Management, their originally depressed mood has become confident again.

At the same time, in the Magic City, inside Zexi Investment Company, the main fund trading room.

After Xu Xiang carefully observed today's Dragon Tiger List buying and selling data, he looked quite surprised and excited: "Haha... I didn't expect that the people who destroyed Wangsu Technology and LeTV turned out to be the Yuhang Department 'For this capital, it's a good thing it hit the market, otherwise I would really not be able to understand the market trends and the motivations of the major players."

"Is it clear now?" Next to Xu Xiang, Zhou Kan reviewed the Dragon and Tiger Ranking data for a long time, but still didn't understand it, and asked, "What does the boss mean by 'Fortunately Fortune Road crashed'?" ? Why can’t I see what ‘Fortune Road’ is trying to do at all?”

Xu Xiang smiled and said: "Based on today's changes in market trends, today's data on the Dragon and Tiger List is already quite clear. Remember what I said before, the intraday Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, ChiNext Index, Small and Medium Enterprises Index The reason why the trends of these major indexes are so divergent is because there are major funds in the market deliberately guiding this, right?" Shell

Zhou Kan nodded and responded: "Of course I remember, the boss said that today's game is obviously like a 'fight between gods'!"

"Now, these 'two-way gods' have basically revealed their true appearance." Xu Xiang said with a smile.

Hearing this, Zhou Kan finally reacted and said in surprise: "The boss is talking about the 'Fortune Road' capital... as well as Wangsu Technology, LeTV, Huayi Brothers, Ren Zixing, 2345, etc." Among the main buyers of stocks on the list, which institution has the main capital of the linkage? "

"Yeah!" Xu Xiang nodded slightly, "It should be these two funds that are competing today."

"What's the motive?" Zhou Kan asked again.

Xu Xiang said without hesitation: "We are competing for the liquidity of the market, and at the same time... we are also competing for the emotional direction and expected direction of the market."

"Understood!" Zhou Kan's thoughts became clearer and he took over the words and said, "The direction in which these two funds should be heavily invested happens to be in the main areas of 'big infrastructure', 'military industry', and 'Internet finance' in the Shanghai stock market. As well as the main areas of 'film and television media', 'Internet software', and 'Internet applications' in the Shenzhen Stock Exchange." Shell

"At the same time, the current market liquidity cannot cover the collective breakthrough trend of multiple main line markets."

"Therefore, in order to maximize the benefits of their position chips, they have to actively guide the market and want to guide the main market trend to the main line area where they have heavy positions."

"Yes!" Xu Xiang nodded and said, "That's the logic. There is no doubt that the funds of the 'Yu Hang Group' are heavily invested in the fields of 'infrastructure', 'military industry' and 'Internet finance'. In the large main line field, as for the other institutional funds, there is a high probability that they are heavily invested in the first-line fields of small and medium-sized boards and GEM 'concept growth stocks' that you just mentioned."

"Moreover, through the funds of the 'Yuhang Department', we have used the 'Wealth Road' to make a statement on the Dragon and Tiger List."

"Many investor groups in the market who pay attention to the main capital movements of this channel should be able to guess the direction and motivation of the main positions of the 'Yu Hang Group'."

"Does that mean that in the subsequent market trends, there is a high probability that development will continue in the fields of 'infrastructure', 'military industry', and 'Internet finance', which are the main holdings of 'Yu Hang Group' funds?" Zhou Kan pondered for a moment and continued. "Furthermore, after looking at the data on the market rankings, the reaction of the entire investor group, especially the retail investors, and the market investment sentiment are still biased towards the 'infrastructure', 'military industry' and 'Internet finance'." The popular main line areas in the early stage.”

Xu Xiang pondered for a while and responded: "At present, in the 'Yu Hang Group', using the 'Fortune Road' trading seat, they have quickly sold three 'concept growth stocks' of Wangsu Technology, LeTV, and Huayi Brothers. 'Under the influence of the core popular stocks on the main line, market investment sentiment and expected direction are indeed shifting towards the early popular main line areas such as 'infrastructure', 'military industry', and 'Internet finance'. However, if this is used to determine the market's follow-up If the market trend will inevitably shift and change towards these major early-stage main areas, it is still a bit too arbitrary."

"Boss, do you think there are still variables in the market's choice of subsequent main line market direction?" Zhou Kan asked in slight surprise.

Xu Xiang nodded slightly and said: "The differences in the market will not end so soon. Stimulated by the sudden and positive hype in the 'Film and Television Media' sector, this stock has guided the market's main line to the concept of small and medium-sized boards and GEM. The institutional funds transferred to the front line of growth stocks would not have expected that the funds of the "Yu Hang Group" would rapidly smash the market's small stocks in order to maintain the market hype in the main directions of "infrastructure", "military industry" and "Internet finance". The trading behavior of core leading stocks in the field of 'concept growth stocks' on the GEM and GEM."

“Moreover, look at the trend of today’s ‘infrastructure’, ‘military industry’ and ‘Internet finance’ lines.”

"Although in these lines, a large number of stocks with heavy positions in the 'Yu Hang Group' are not on the list, it can also be clearly seen that these suspected stocks with heavy positions in the 'Yu Hang Group' have also been targeted by a large amount of main selling funds. Smash the plate.”

"This shows that these two main funds that guide the market trend are basically consistent in their operations to maintain the market and guide market sentiment."

"Moreover, it can also be seen..."

"These two main funds showed obvious signs of competition in the morning market and afternoon market respectively." Shell.

“As for where the main trend of the market will turn in the future...”

When Xu Xiang said this, he paused for a while, pondered for a moment, and then continued: "It depends on how these two funds continue to guide the market in the future, as well as changes in news and other funds."

"In fact, relatively speaking, I think that in terms of short-term opportunities, there are still more opportunities in the main areas of 'film and television media', 'Internet software', and 'Internet applications' and the GEM's 'conceptual growth stocks'. After all, in order to prevent market conditions, investment, and speculation from further shifting to early-stage main fields such as 'infrastructure', 'military industry', and 'Internet finance', as well as the concept stock field with heavy positions in the 'Yu Hang Group', this motive is on the small and medium-sized board , the main institutions in the main line of GEM's "conceptual growth stocks" will definitely invest heavily after the "Fortune Road" market crash, and continue to maintain the hot profit-making effect of the small and medium-sized board and GEM's "conceptual growth stocks" line. and strong trends.”

"Because only by doing this... can this fund better compete for market liquidity when its own trading seat is not as influential as 'Fortune Road'; can it maintain the market's investment expectations and hype sentiment, and move towards the 'concept'" Growth stocks' direction is to further penetrate and spread."

"At the same time, there is another reason why I am more optimistic about the 'concept growth stocks' line of small and medium-sized boards and GEM in terms of short-term opportunities."

"What's the reason?" Zhou Kan listened intently and couldn't help but ask.

Xu Xiang smiled and continued to answer: "It's very simple. Compare the 'big infrastructure', which is the main line of the 'Yuhang System', with the 'film and television media', 'Internet applications', and 'Internet software' which are the core of today's The hotspot main line, the overall market value volume and the circulation volume are much smaller." Shell.

"in other words……"

"It is the line of 'big infrastructure'. If it is to improve, the entire market must work together."

"As for the lines of 'Film and Television Media', 'Internet Applications' and 'Internet Software', as long as there are certain emotions and expectations, and there are main funds that dare to buy up decisively, and strongly play a few leading stocks that are evenly matched, it will be very easy. It’s easy to bring these sections together.”

"In short-term speculation, the size of the circulation plate is very important!"

"Of course, because the market capitalization and circulation volume of these lines are not very large, it is difficult to accommodate too many main financial activities. Therefore, in terms of long-term investment logic, these lines are not as good as 'big infrastructure'." It’s a line.”

"What the boss means is that in terms of short-term performance, the market must still be dominated by the speculation of 'conceptual growth stocks.'" Zhou Kan thought for a moment and concluded, "In the medium and long term, it is obvious that 'big infrastructure' 'This line has more advantages, and we can currently try to participate in the short-term speculation in the direction of 'conceptual growth stocks', but there is still no need to move too much as core stock chips in the direction of 'big infrastructure'."

"That's pretty much my point of view!" Xu Xiang nodded and asked with a smile, "What do you think?"

Zhou Kan scratched his head and said: "In the medium and long term, I am more optimistic about the main line of 'big infrastructure'. After all, from the market macro perspective, there are so many favorable policies in the direction of 'infrastructure', and at the same time, the industry is also growing rapidly. expansion, the corresponding performance has also reached an inflection point, and there are various expectations. There is no reason not to be optimistic.”

"and……"

Zhou Kan smiled and continued: "Even if the two lines of 'big infrastructure' and 'conceptual growth stocks' are compared, the current position of the big infrastructure stocks is far lower than that of the conceptual growth stocks. After all,' The line of concept growth stocks has been speculated too many times by the market in the past two years. Even in this direction, related industries, such as the two major fields of "mobile Internet" and "smartphone industry chain", have exploded in scale. , the performance of corresponding concept stocks has also exploded rapidly, but in the entire direction, investors' expectations have been filled up early, and valuations and stock prices are not cheap. If they continue to speculate, they will not be able to achieve enough expectations. Natural space is limited.”

"Of course, according to what the boss said, in the short term, follow the market sentiment."

"Temporarily, the 'concept growth stocks' line of the Small and Medium-sized Board and GEM have been silent for more than half a year. Now, driven by the explosion of hype in the 'film and television media' sector, there should still be a short-term market. "

After saying that, the two continued to sort out the after-hours data and roughly decided on tomorrow's trading strategy.

And at the same time...shell

As Xu Xiang expected, other major institutions in the entire market, such as Yanjing Anlan Fund Company, Yanjing Huashang Securities Proprietary Investment Department, Yanjing Huaxin Securities Proprietary Investment Department, Modu Yifanda Fund Company, Modu Yinghui Fund managers and asset management business managers from fund companies, Yuhang Anzhao Fund Company, Yuhang Jingda Investment Company, Yuhang Minghui Capital, Shenzhen Xiniu Fund Company, Shenzhen Huaxin Securities Investment Strategy Department, etc. We are all studying the buying and selling data of 'Wealth Road' on today's Dragon and Tiger List, as well as the motivations behind its buying and selling data, and making corresponding investment strategy adjustments in a timely manner.

Of course, in terms of the performance of market news.

These institutional groups, chief analysts of financial institutions, as well as chief investment advisers and investment managers, still deliberately avoid discussions about the legendary market seat of 'Wealth Road', and find various reasons to withdraw from various markets. In terms of expectations, we continue to be bullish on the market without thinking, and are optimistic that the Shanghai stock market will continue to break upward and open up new upside space.