Rebirth of the investment era

"The market trend in early trading today is indeed a bit beyond expectations!" Hearing Wang Can's exclamation, Zhao Lijun, who was sitting next to him, stared at the trading tables of the two cities with a hint of surprise in his eyes. "The market continues to undergo increasing growth. The volume buying capital group is stronger than we expected.

It seems that the Shanghai Stock Index is indeed difficult to fall.

The core main lines of ‘big finance’, ‘big infrastructure’ and ‘military industry’, as well as the related heavyweight core component stocks, may be difficult to find cheaper chips to buy.

It's really strong... I originally thought that the market would have to touch the support position of 3300 points this time before it could reverse upward and break through again. Unexpectedly... it was only cloudy for two days in a row, and there were many new entries. The buying capital group couldn’t help it.

According to this early trading pattern, the market closed positive today, so the problem should not be big.

However, after the core main lines of 'big finance', 'big infrastructure' and 'military industry' are established, a number of active financial groups in the market will continue to converge towards these main line areas, which will weaken the previous 'big consumption' ', 'Mobile Internet', 'Smartphone Industry Chain' and other low-level main lines' buying liquidity.

That is to say, the market's "high-low switching" pattern trend will most likely not continue. "

"This has no impact on us." Wang Can took over and continued, "Anyway, our fund products hold positions in the low-level main areas of 'big consumption', 'mobile Internet', and 'smartphone industry chain'. It’s not much, and it won’t affect the sharp fluctuations in the net value of fund products.”

Zhao Lijun smiled and continued: "What I mean is that the market differentiation trend pattern may still continue, and under this form, the Shanghai Stock Exchange Index will not easily cross the 3,500-point barrier, so... we Don’t get excited too early and raise your expectations too high, lest you be disappointed later.”

"That's not the case." Wang Can said, "As long as the market can rise, no matter how much you make, it is a good thing."

"It's not that easy for the Shanghai Stock Index to stand firm at 3,500 points." After hearing the two people's discussion, Zhu Tianyang from another trading team behind them also answered, "But regardless of whether the Shanghai Stock Index can directly break through 3,500 points, the line of 'big finance' , there should be no room for decline in the short term.”

"Indeed!" Liu Yuan nodded at this time and said, "Moreover, when everyone discovered that the relatively low-level main line money-making effects of 'big consumption', 'mobile Internet', and 'smartphone industry chain' have gradually weakened, The capital groups that have taken the initiative to undertake these major main lines before will definitely sell the stock chips in these main line areas and re-pursue the core main line chips such as 'big finance', 'big infrastructure', and 'military industry' that are obviously unable to fall. In other words... no matter how the market index goes, its next trend will continue to focus on core main areas such as 'big finance', 'big infrastructure', and 'military industry'."

"Then we... need to do something?" Wang Can couldn't help but ask.

Zhao Lijun thought for a while and responded: "I think maintaining the dynamic position structure of fund products and trading according to Mr. Su's strategy is better than anything else."

"In fact, we can appropriately weaken the positions of our fund products in the two main conceptual areas of 'mobile Internet' and 'smartphone industry chain'." Zhu Tianyang responded at this time, "However, the original weight positions of our fund products are already On the core lines of 'big finance', 'big infrastructure' and 'military industry', there will be no problem even if we maintain the current position structure."

"Our holdings in the main areas of 'mobile Internet', 'smartphone industry chain' and 'big consumption' are not many to begin with." Liu Yuan said, "Even if we continue to reduce our holdings in these main areas, we will further increase our holdings. Our position weights in the main areas of 'big finance', 'big infrastructure' and 'military industry' have minimal impact on the net value of fund products.

Therefore, I think there is little significance in continuing to adjust positions.

On the contrary...if we adjust positions accordingly, it is very likely that our trading seat will be exposed.

Now, the influence of several major trading seats of our institution on the market conditions cannot be underestimated. I think it is better not to do this unless necessary. "

Currently there are several main fund products under the ‘Yuhang Investment’ company.

Its positions in a number of low-level main-line fields such as 'big consumption', 'mobile internet' and 'smartphone industry chain' are basically below 10% of the position weight.

In other words, this position weight.

Even if the main line of the market is switching back to the main lines of 'big finance', 'big infrastructure' and 'military industry', at the same time, a number of low-level main lines such as 'big consumption', 'mobile Internet' and 'smartphone industry chain' have experienced extreme trends. The downward trend has a minimal impact on the overall net value performance of fund products.

"Recently, Mr. Su was in Guangdong and Fujian, inspecting investment projects with Mr. Du from Pacific Capital." Hearing the discussion of several people, Li Meng also spoke at this time, "If there are no extreme risks in the market, there will be no If a particularly extreme market trend occurs, then I think... we should follow the trading strategy formulated by Mr. Su before and conduct steady transactions."

Seeing that Li Meng had spoken, Wang Can and Zhu Tianyang stopped mentioning the suggestions just now.

Following everyone's brief discussion, at this time, the trading hours of the two cities had passed 10 o'clock in the morning.

After half an hour of intense trading at the beginning of the market.

The market changes in the two cities, as well as the main line market trend, have become increasingly clear.

On the entire market, during the two days of market adjustment, the core main lines of 'big consumption', 'mobile Internet', and 'smartphone industry chain', which have undertaken the money-making effect, are already in a comprehensive downward trend. All relevant industry sectors, concept sectors, and main funds have shown a net outflow trend.

It can be seen through this phenomenon.

The main active financial groups on the market who took over a large number of these main lines in the past two days are now taking profits and retreating.

On the other hand, looking at the three core main lines of 'big finance', 'big infrastructure' and 'military industry' that have been in the continuous adjustment stage in the past two days, the performance of various related industry sectors has once again shown a net inflow of main funds.

And because of this once again conversion of strength and weakness.

As the trading time went by, at 10:12, the stock price of Flush rose straight up again, and was pushed up to an increase of more than 5% by a surging wave of active buying.

At 10:13, the share price of Huagong International also exceeded 4% and continued to rise.

At 10:14, 'Yingkou Port' hit the daily limit. At the same time, the index of the main concept sector 'New Era Road, Maritime Silk Road' has soared by more than 5% during the day.

At 10:15, ‘Yingkou Port’ closed its daily limit.

At 10:16, the Shanghai Stock Index's intraday increase expanded to the 1% increase mark.

At 10:17, on the market of 'Western Securities', there were signs of a mad attack of 100,000 consecutive large buying orders. The stock price rose linearly by more than 5 points. At the same time, the securities sector index also rose linearly. The trend has jumped to a 75% increase position, almost catching up with the two major weighted sectors of banking and insurance.

At 10:18, ‘Huagong International’ rose more than 5% during the day, and the Shanghai stock index expanded to 1%.

At 10:19, the stock price of 'Oriental Fortune' also rose to the 5% increase mark. The entire 'Internet Finance' sector index continued to rise, having risen by more than 1%, squeezing into the top five of the concept sector gainers in the two cities. among the list.

At 10:20, the check of 'Chengfei Integration', which opened sharply lower, showed a trend of rising red. At the same time, the 'military industry' industry sector index showed a sharp pull, with 'China Airlines Heavy Machinery, China Airlines Shenyang, China Airlines West, and Northern Navigation , aviation development, aviation power, Hongdu Aviation, Huaguo Heavy Industry, Huaguo Shipbuilding...' and other core stocks in the military industry sector have all shown the trend of collective riots.

At 10:21, the big monster stock "Blue Stone Heavy Equipment" rose by 8% during the day.

At 10:22, the stock price of the check "Blue Stone Heavy Equipment" only briefly stayed at 8%, and then continued to hit the daily limit under the continuous attack of thousands of large buying orders.

At 10:23, the stock price of ‘Blue Stone Heavy Equipment’ hit the daily limit.

At 10:24, the stock price of Bluestone Heavy Equipment hit its daily limit. This monster stock once again achieved a reversal in its stock price amid extreme shocks.

And with the stock price of ‘Blue Stone Heavy Equipment’ rising to the limit.

The entire 'sub-new stock' sector, as well as its associated 'military industry' and 'nuclear power' sectors, as well as a group of new and old monster stocks in the entire market, went riot one after another.

At 10:25, ‘Dalian Heavy Industries’, which also belongs to the ‘nuclear power’ sector, approached the daily limit.

At 10:26, ‘Western Securities’, the early leading stock in the securities sector, took the lead in attacking the daily limit, and drove the securities sector index to continue to rise.

At 10:27, the stock price of ‘Western Securities’ reached 8%. On the market, active buying funds poured in one after another.

At 10:28, ‘Western Securities’ hit the daily limit.

At 10:29, the stock price of "Western Securities" was on the daily limit. It only paused for a moment and was blocked by a huge purchase order of more than 200,000 lots.

At the same moment, on the market of ‘Huaxin Securities’, large orders of 10,000 lots were placed frequently, and within one minute, the volume reached 200 million.

A large number of core component stocks in the securities sector, such as "Huazhong Capital, Huaxin Securities, Xiangcai Securities, Huashang Securities, Huatong Securities..." have all seen an instantaneous and linear upward trend.

At 10:30, the securities sector index rose by more than 5% during the day, squeezing into the top five of the industry sector gainers in the two cities, completing the transition from leading the falling market at the beginning of the market to leading the rising market. At the same time, the 'flush' stock index The core leading stocks in the Internet financial sector also launched a charge towards the daily limit.

At 10:31, the stock price of "Flush" hit the daily limit, hitting a new record high again after two days.

At 10:32, the stock price of "Flush" sealed its daily limit, completing a comprehensive counter-inversion of the adjustment trend in the previous two days, and once again attracted the attention of countless investor groups in the entire market.

At 10:33, after ‘Flush’ sealed the daily limit.

Other concept stocks in the 'Internet Finance' sector, as well as individual stocks that are highly correlated with their trends.

A large number of stocks such as 'Great Wisdom, Oriental Fortune, Hengsheng Electronics, Yinjie Technology, Jinzheng Shares, Changliang Technology...' followed the rise instantly.

At 10:34, the stock price of 'Oriental Fortune' hit the 7% increase mark, and the intraday turnover quickly expanded to around 1.8 billion. The stock price also completed the counter-balance to the adjustment trend of the previous two days.

At 10:35, ‘Great Wisdom’ quickly went straight to the daily limit.

At 10:36, the stock price of ‘Great Wisdom’ hit its daily limit, and among the three Musketeers of ‘Internet Finance’, two stocks have hit their daily limit so far.

At 10:37, the stock price of "Jinzheng Shares" rose by more than 5 points.

At 10:38, ‘Hengsheng Electronics’ also followed the trend and rose sharply, with the intraday increase expanding to about 75%.

At 10:39, the entire 'Internet Finance' sector index's intraday increase rapidly expanded to 75%, ranking among the top three gainers in the concept sectors of the two cities.

At 10:40, the Shanghai Stock Index rose again and expanded to 37%, regaining the 3450 point mark.

At 10:41, the securities sector index continued to rise to 2%. Among them, the heavyweight stock "Huaxin Securities" had an intraday increase of 25%, and the turnover increased to 3.9 billion.

At 10:42, the turnover of the two cities reached more than 370 billion. Compared with yesterday, it once again showed a trend of heavy volume.

At 10:43, with the core main lines of 'big finance', 'big infrastructure' and 'military industry' fully recovering, and countless major financial groups following suit on a large scale to undertake and raise funds, the money-making effect of the two cities is also The rapid rise has reached the point where more than 1,600 stocks have risen in the red market.

"Damn it, this market trend is really exaggerated!"

At around 10:45, in the main hot money group of Yuhang where Su Yu is located, many hot money bosses stared at the real-time changes in the trading disks of the two cities, with looks of shock and surprise in their eyes. They were surprised that the market opened low and moved high The comprehensive reversal was a bit unexpected, and I was even more surprised by the rapid surge in the two popular sectors of 'securities' and 'Internet finance'. (End of chapter)