Rebirth of the investment era

"Accelerating the entry of incremental funds?" After listening to Xu Xiang's analysis, Zhou Kan thought carefully for a while and said, "If you put it this way, it is really possible, boss, if the capital side of the market's 'stock game' is changed , if the market index breaks through this wave, I’m afraid it won’t turn back, right?”

Xu Xiang nodded and responded: "All market positions are ultimately determined and driven by funds. If the financial situation of the market is completely changed, when the market breaks away from the financial situation of the 'stock game', And when it comes to the 'incremental' capital situation, if the index goes up, it will definitely be difficult to turn back."

"We've discussed a lot of the 'bull market' sentiments before."

"Watch now……"

Xu Xiang paused and said: "The logical expectations and traces of the bull market are becoming more and more obvious. Waiting for the market to develop along the current expected trajectory and emotional changes for a period of time, the market's expectations for the 'bull market' will The expectations are definitely getting stronger.”

"So, until then."

"We also need to step up our layout and seize more high-quality chips that will continue to strengthen in the future market outbreak stage!"

"But our company's fund products...are almost full." Zhou Kan responded, "We have already laid out what should be laid out."

Xu Xiang thought for a while and said: "The market has been in a bear market for 6 years. This market rebound has been suppressed for 6 years. It is conceivable that once this market rebound rebounds from the limit of suppression, the height should be It is very objective. Since we no longer have positions in these current fund products, we have to find a way to open one or two new products at this stage."

“The night before the ‘bull market’ breaks out is the best time to lay out and seize high-quality chips!”

"We cannot miss this opportunity easily."

"Open one or two new fund products?" Zhou Kan was a little surprised, stunned, and responded, "It's not impossible. With your connections and market influence, boss, if our company launches new products, It is also very easy to raise funds, and the new product fundraising scale can reach at least 5 billion to 10 billion. Although this scale is still slightly inferior to the currently popular 'Yuhang Investment', it is already rare in the industry. The ability to raise funds is limited, but our company currently has a slight shortage of traders..."

Before Zhou Kan could finish speaking, Xu Xiang looked around the trading room. There were only three groups of traders. He interrupted him with a smile and said: "There are not enough traders. We can recruit them from the market. The continuous bear market torture , the employment situation in the financial industry has not been good in the past two years. As long as you pay and the salary is slightly better, it is still easy to find excellent trader talents, and... now the market has just a hint of a 'bull market' start Mark of."

“The expectations for a true ‘bull market’ are still very weak, and have not even reached the so-called hazy expectation stage.”

"in other words……"

“In terms of optimism, if the market wants to reach a stage where ‘bull market expectations’ are clearer, it will take a lot of time to brew and react.”

"If we want to scale, if we want to train trading personnel and expand our company's trading team."

"It's too late to act now."

"Okay!" Zhou Kan nodded and responded, "After the market closes today, I will ask our company's operations department to formulate a plan for the issuance of a new fund. At the same time, I will also ask the company's human resources department to submit the corresponding recruitment requirements. Everything is posted online. I believe that as long as our company needs people, there will still be many outstanding people who are willing to come to our company."

Xu Xiang nodded and said no more about this matter. He turned his eyes back to the two markets.

After a simple exchange between the two of them...

The market trading time has moved to around 10:30.

The two main lines of 'Military Industry' and 'Infrastructure', as well as the core conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' are still hot, while 'Technology Although the profit-making effect and market trend of the growth'-oriented series of sectors and concept sectors are weaker than those of the main lines of the main board, the trend of 'oversold rebound' is still very good.

Moreover, ‘LeTV’ has continued to plummet.

In terms of the current market performance, the stock price has actually been driven red by a group of funds that have been bargain hunting.

"Today's market trend is so strong!" At the moment when the red market of 'LeTV' rose, Yu Lei, the trading team leader of the 'Yinghui Fund' company in the same city, 'Yinghui No. 1' fund trading room, stared at Looking at the market conditions of the two markets, he lamented, “I feel that the index and the prices of many sectors are a bit unbearable.”

"Indeed!" Fund manager Liu Guanhai nodded, "For many core popular stocks in the market, as long as the stock prices correct and selling occurs, the underlying funds and active buying funds will continue to take over. Before... there was no Such a phenomenon.”

"Has the financial situation in the market changed?" Yu Lei said hesitantly.

Hearing Yu Lei's words, Liu Guanhai's heart trembled, but he reacted instantly and responded: "Don't tell me, it's really possible. The money-making effect boosts the hype, and the hype affects the confidence of investors both inside and outside the market, and confidence The change will cause changes in market capital."

"Just comparing the market's money-making effect, hype sentiment, investment confidence, etc..."

"Changes in market capital are relatively lagging behind."

"We didn't think about this before, which was really a mistake. Fortunately... it's not too late to react now."

"What should we do?" Yu Lei asked.

Liu Guanhai thought for a while, a trace of determination flashed in his eyes, and he ordered: "Since the market's downward correction has been blocked by the continuous incremental funds entering the market, then we want to continue to raise funds at a relatively low level. It is unlikely to be realized. In this case...then we can only take the initiative to chase high prices."

"Actively chasing highs to grab funds?" Yu Lei was a little surprised, "If we chase highs to grab funds at this time, if the index really pulls back down again, we don't have the advantage of holding costs, and we will become more passive."

A few days ago, when funds were chasing the main line of the market, they made such a mistake.

As a result, the net value of their funds continued to decline, and because they did not have the cost advantage of holding positions, they could not withstand major adjustments, and they were slapped in the face by the market.

Now, chasing higher... Yu Lei actually still has some fear and worries in his heart.

Liu Guanhai pondered for a moment, sighed softly, and said: "We can't be bitten by a snake once and be afraid of the rope for ten years! We have to admit the previous strategic mistakes and trading operation mistakes, but at the same time, we can't be hurt by the past mistakes. Our hands and feet are tied. When we trade, every opportunity is independent."

"Just keep a calm and calm mind while traveling lightly and don't be affected by past mistakes."

“Only by facing the changes in the market can we truly seize the right opportunities, correct our previous mistakes, and regain our trading confidence!”

“If you are dragged down by past mistakes, you will become afraid to trade.”

"In fact, being bound by the prison of the past is not a good thing, nor is it the mentality that a qualified trader should have."

To be honest, under the leadership of his strategy, the previous fund continuously stepped on the wrong rhythm, continuously chased higher prices, and continuously cut off the market.

It made his mentality very broken.

However, he is a veteran who has experienced the market's bull and bear transitions for many years. He calmed down and thought about it carefully. After a few days, he understood it, and this was the follow-up. He ordered the traders to pursue the 'infrastructure' again. , the adjustment of trading strategies for chips in the 'military industry' field.

Of course, based on the current market trends...

His previous strategy of adjusting and raising funds by taking advantage of the main lines of 'infrastructure' and 'military industry' was too conservative. As a result, the fund is currently operating on the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt' and 'European Economic Belt'. There is still a serious lack of chips in the main areas of core conceptual themes such as the "New Era Road", the "Maritime Silk Road" and "the reform and reorganization of central and state-owned enterprises", which has significantly undercut the market.

But this can be corrected in time.

After all, he believes that since the market capital side has changed significantly, the market will completely get out of the shock pattern, and even get rid of the "stock game" capital pattern, further impact upward to 2500 points, and even break through the big box of 2500 points to 2000 points. Body interval is also entirely possible.

When Yu Lei heard Liu Guanhai's insights on the trading mentality, he was obviously touched. At the same time, he felt like an enlightenment in his mind, and he clearly had a clear understanding. He said gratefully: "Thank you, Mr. Liu, for your guidance. I Understood, I immediately asked everyone to pay close attention to the layout and continue to buy the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' These are the core stock chips in the main areas of core concepts and themes."

As he spoke, he turned around and quickly issued relevant trading instructions to the traders.

And at the same time...

Just when Yu Lei was issuing buy orders regardless of cost to the traders, he was in another 'Yinghui No. 2' fund trading room next door to them.

Fund manager Shao Xiaoyun focuses on the two main lines of 'military industry' and 'infrastructure' that do not give any opportunity to increase positions at low prices, as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'. Several popular stocks in the main areas of core concepts and themes couldn't help but say "wtf" again.

Because they mistakenly pursued the main line of 'technological growth' before, they sold off a large amount of chips on the main line of 'infrastructure' and 'military industry'.

Now, look back and stop the loss of the chips on the 'technological growth' line.

If you want to get back the previous chips, not only will the cost of holding a position be much higher, but also with many tickets, it will be difficult to close the pending orders unless you actively chase them up to grab chips.

"Manager Shao, since the market situation has changed so much, no matter how much we complain, nothing will change." Hearing Shao Xiaoyun's scolding, Liu Changling, the fund trading team leader, said, "No matter what was right or wrong before, we as fund managers Personnel and traders can only respect the market trend and keep up with its changes. It is obvious... The market situation at this moment has made it difficult to make a correction and fall back below 2400 points. At this time, we If we don’t step up our efforts to increase our positions, I’m afraid that the cost of increasing our positions will continue to increase.”

Shao Xiaoyun also understood this truth in his heart, gritted his teeth, endured several breaths, and then said: "In this case, we can only chase the high price and buy."

Liu Changling nodded, no longer admonishing, and immediately ordered the traders to take chips at the market price.

With the continuous increase of positions by major institutions such as ‘Zexi Investment’, ‘Yinghui No. 1 Fund’, ‘Yinghui No. 2 Fund’, and ‘Jingda Investment’, as well as the pursuit of higher prices by major institutions.

The market entered after 11 o'clock during trading hours.

The market conditions in the two main areas of 'military industry' and 'infrastructure', as well as the core conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', have exploded more and more. It became more and more fierce, and at the same time, the Shanghai Stock Index also continued to rise, further refreshing the intraday high to 49 points.

Finally, at 11:30, the two cities closed at noon.

The Shanghai Index was set at 77 points, an increase of 62%, while the Shenzhen Index and the ChiNext Index both closed in the red. Although the pattern of "Shanghai is strong, Shenzhen is weak" remains, the scissor gap between the Shanghai Index and the ChiNext Index is today' Although the entire main line of technology growth has experienced an oversold rebound trend, it has shrunk significantly.

At noon, we were faced with this closing situation.

The majority of investor groups are somewhat satisfied, and investment sentiment and investment confidence have further picked up in response to this expectation.

Even, many institutional groups in the market, the latest investment plans, and investment strategies.

It is also increasingly focusing on low-valuation blue chips in the direction of the main board.

In addition to the changes in emotions, the news is also good... There are also endless news.

There is further news released by regulators about Shanghai-Hong Kong Stock Connect, Shanghai Stock Exchange 50 Index, and Huazheng 500 Index futures; there is also news that the position levels of various institutions have continued to rise in the past half month; there is also news that various financial institutions have their own News of funds increasing into the market...

Of course, it's more noticeable.

The main reason is that the market has released relevant news and data that the number of newly established stock funds has begun to increase significantly.

But no matter what kind of news it is, for the market at this moment, it is basically interpreted as positive. At the same time, institutional analysts, financial influencers, and stock commentators are sparing no effort to continue to sing the bullish trend.

And under such changes in emotions and interpretation of the news.

In the afternoon, at 1 o'clock sharp, the market reopened for trading.

The market, which was stimulated by emotions and news at noon, was quickly rushed to buy long positions by a group of investors who were affected by emotions and news as soon as the market opened.

Such a rush to raise funds and go long also caused the Shanghai Stock Index to open in less than 10 minutes.

That is, it continued to impact upward, once again refreshing the intraday high, and the high point of this round of rebound reached above 2420 points.

At the same time, the two main lines of 'military industry' and 'infrastructure', as well as the main areas of funds following the trend of the core concept themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' The competition for funds from various sources has further deepened, causing the concept of "reform and reorganization of central and state-owned enterprises" to once again set off a rising tide.

However, just when everyone thought that today the Shanghai Stock Exchange Index would completely get rid of the negative influence of the external market and move out of the big positive line that continued to break through.

At 2 o'clock in the afternoon, after reaching a maximum of 33 points, the Shanghai Composite Index was suppressed by heavy hold-up orders and some profit-making orders from above, and showed a rapid diving trend.