The investment era of rebirth

Chapter 436 The main funds lurking under the water!

"A cost-effective bargaining chip?" Xu Xiang was slightly startled and asked, "For example?"

Zhou Kan thought for a while and responded: "Looking at the market trend and the direction of the main funds' attacks, as well as the areas with the highest market liquidity, it is obvious that the core themes of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance' are

, it is still the main artery of the market.”

"What I call 'cost-effective chips' naturally refers to the component stocks in these major main areas, where future expectations are still strong, and at the current stage, there are obvious signs of oversoldness."

Xu Xiang thought for a while and responded: "Let's wait and see!"

Any market trend cannot happen overnight. The index has fallen to its current position, which has indeed fully released some risks and given a signal to stop the decline. However, in order to truly recover and reverse, he feels that it may still take a certain amount of time and space.

Just make adjustments.

"Okay!" Zhou Kan nodded in agreement without asking why.

Xu Xiang thought for a while and continued: "Only when the emotional, news and financial aspects resonate together will a relatively sustained market trend occur. In the current market stage, there have been certain changes in the news, but there has been no obvious change in the emotional aspect.

, investor confidence has not recovered, and as for the inflection point in terms of funding, it is even more difficult to talk about.”

"wait……"

Xu Xiang paused and continued: "When the market turnover continues to shrink to less than 100 billion, or it declines rapidly, and then releases the final wave of meat-cutting, completely reducing the load on the market, that's almost it.

Now there are just some signs of a staged bottom, but the staged bottom has not yet come out.”

"Of course, it depends on the specific main line market situation."

"But no matter what..."

This greatly undermined his confidence in the trading strategy he had made, and even made him doubt whether the trading system and trading principles he followed were completely inappropriate for the current market.

On the contrary, the ‘military industry’ field is also classified as a weak industry sector in the market.

"Okay!" Yu Lei responded, "I also think there are probably more temptations here."

Shao Xiaoyun, the fund manager in charge of this fund, was full of excitement and shouted to increase positions and go long.

The current fund position has fallen back to the light position area.

When the two of them insisted on the strategy of reducing their positions previously formulated and were not moved by today's violent rebound in the market, they were in the trading room of the same company's "Yinghui No. 2" fund.

"Continue to increase positions?" Zhou Hui was shocked, "Mr. Qin, is this... too risky?"

"Hey, the trend of the military industry sector is obviously abnormal!"

Ever since I made a mistake and accidentally took over the stock chips of the two main lines of "infrastructure" and "state-owned enterprise reform" near the 2450 point of the Shanghai Composite Index.

"Intervening by buying the bottom at this time can be regarded as a left-hand transaction."

"This is normal!"

Following Zhou Hui’s report…

Xu Xiang continued with a smile: "Human nature is like this and it is difficult to avoid it. Moreover, when we hype up the market, leverage the market, and induce investors to follow suit, we are actually using these flaws of human nature."

Among them, the securities, banking, and insurance sectors in the 'big financial' field have completely lost their strength at the beginning of the market. The main capital movements of several major industry sectors have shown outflows, and the increase in their sector indexes has also fallen back to 0.4%.

to 0.8%, significantly lagging the performance of the market index.

"I understand!" Zhou Kan responded, "Then just wait a little longer."

"I have also experienced this lesson."

In the fund trading room of 'Yinghui No. 1', Liu Guanhai, a fund manager, looked at the market trends of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance', which are getting stronger and stronger. The expression on his face changed, and he almost doubted life.

I didn't know how to operate it for a while.

He never got the market rhythm right. Regardless of whether he was buying or selling, he was always slapped in the face by the market trend.

"I feel the same way." Zhou Huiying said, "In today's market, almost all the attention is on the core main lines of the market such as 'big finance', 'infrastructure', 'state-owned enterprise reform', and 'Internet finance'. It was like yesterday."

The 'military industry' sector, which performed strongly but fell sharply in early trading today, gave up yesterday's gains and did not show any market continuity, has received relatively little attention, and all major speculative funds were chasing the short-term yesterday.

When retreating in order to exit quickly and invest the funds in other hot spots in the market as soon as possible, few people will notice the funds lurking under the water and buying chips in small batches."

The industry sectors and concept sectors in the 'infrastructure' category such as building decoration, building materials, steel, cement, public transportation, high-speed rail, etc. are also making a comprehensive counterattack. The industry sector index and concept sector index have increased by more than 2%, and they have also shown sharp outperformance.

The trend of winning index.

"This requires the expectation that the index adjustment can completely stabilize the support level of 2,200 points, so that we have sufficient risk defense capabilities, but the index... can really firmly stabilize at 2,200 points, bottom out at this position, and no longer fall.

Is it? I’m afraid it’s still difficult to judge, right?”

Therefore, the index rebounded strongly and the relevant stocks held continued to rise sharply. They could not make much profit and could not make up for the losses from the previous cuts.

"Depending on the situation, this fund's decision to open a position should be based on its determination that there will be a market in this field."

"If that's the case, then why are we still reducing our positions?"

Qin Qiuyue smiled, and with a thought, she made a bolder trading strategy move, and continued: "Not only do we not reduce our positions, we must continue to increase our positions in this area."

"Mr. Liu, are we... still going to reduce it?" Seeing Liu Guanhai frowning, Yu Lei, the trading team leader, couldn't help but ask.

Qin Qiuyue replied: "Financial investment transactions are absolutely impossible without risks. Now that we have discovered the intention of this huge main force of funds, we must seize the opportunity. From the analysis of various market news in this field,

I originally thought that there were relatively large opportunities for speculation in the 'military industry' field. However, investor groups from all sides of the market have been unable to form a joint force in this field and form a consistency of expected logic. They just didn't know that this stock was lurking under the water.

, how will the main funds that build large positions in the 'military industry' sector solve this problem?"

Observing the unusual trends in the 'military industry' field, at this moment in the Yuhang Anzhao Fund Company's Selected Mixed No. 1 fund product trading room, Zhou Hui, an assistant to the fund manager, hurriedly reported to Qin Qiuyuehui, the company's president and fund manager:

"Mr. Qin, look at these stocks..."

Because they rushed to chase positions yesterday, they had already made plans to revise their previous trading strategies when the trend of the 'military industry' sector was seriously worse than expected today, and were ready to reduce positions and stop losses in this direction, but they did not expect...

This situation was discovered when the position was reduced and the loss was stopped.

At the same moment, inside the Yinghui Fund Company in Shanghai.

Qin Qiuyue observed carefully for a few minutes, and sure enough, she saw that after a huge sell-off on a certain stock circled by Zhou Hui, the stock price only fluctuated for a moment and then returned to its original position, which was almost equivalent to investing money on the sea.

Even though a huge rock briefly stirred up big waves, it didn't actually change anything, and the sea soon returned to calm.

As for the main lines of ‘infrastructure’, ‘state-owned enterprise reform’ and ‘Internet finance’.

"Then we...this can be considered a blessing in disguise." Qin Qiuyue smiled happily.

After all, if he respects the market trend at this moment and continues to chase highs and increase his position, he will have no confidence, and at the same time, he is also afraid of chasing highs again and being harvested.

As the main private equity and public equity institutions in the market either wait and see, reduce their positions, or increase their positions, their different trading strategies are reflected in the market trend. That is, after the market trading time passes 10:40, the trend of the major indexes begins.

High and sideways trading, the market trend and differentiation of the main lines of the market are becoming more and more obvious.

"In the market, many investors are easily lost in various bargain-hunting attempts that they think have accurate judgments."

"No, no need." Qin Qiuyue said with a smile, "Judging from what I just observed, this main force of funds lurking under the water should be stocks in the 'military industry' sector that is generally building positions. Such a generous move...should be a ambition.

It’s better to save funds for the long term and not for short-term games.”

Seeing the change in Qin Qiuyue's expression, Zhou Hui pondered for a moment and asked: "Mr. Qin, then... shall we continue to reduce our holdings in the direction of 'military industry' according to the previous trading strategy?"

Hearing Yu Lei's inquiry, Liu Guanhai recovered from his depression and said: "Damn it, reduce it, keep reducing it, I don't believe the index can go up directly from here."

Zhou Hui said, while using the mouse to click on several core constituent stocks in the 'military industry' field on the computer screen, and continued: "The market trend of these stocks, at first glance, is quite weak, and the main capital trends are also showing

There is a general outflow trend, but whenever there are huge orders on these stocks to sell off, it feels like a bull in the sea, and the stock price cannot survive. "

Xu Xiang smiled and responded: "It's not that you think it's too simple, but as an investor with a light position, a short position, or a severely insufficient position, when you see the market rebounding strongly and feel that you are short the market, your mood

It’s easy to get confused, and it’s easy to lose objective judgment.”

Qin Qiuyue paused, her eyes flashing with bright colors, and continued: "At this current time point and market trend, it is still worth a gamble!"

"This power of inheritance..." Qin Qiuyue's face looked slightly moved, "It's not easy!"

"Break it all into pieces!" Qin Qiuyue's eyes instantly brightened, "If nothing else happens, there should be a major force with a large amount of funds lurking under the calm waters of the 'military industry' sector.

He cleans up the selling orders on the floor and breaks them into parts without placing orders, placing pallets, or rushing to raise funds... He is really a master of this capital stock!"

In this way, Liu Guanhai can only bet that the market will have a lower adjustment low.

"But in the end, I still feel that as market traders, sometimes we have to restrain our temporary greed, know how to give up some opportunities, be patient, and be patient."

Zhou Hui nodded and said: "Indeed, at a glance, the major selling orders are all small orders, but if you look closely, you will find that these small orders are quite consistent in terms of buying plans, but they are just

These orders are all passively accepted, with no placing orders, no pallets, and no rush for funds. If we hadn't chased up a lot of stocks in the "military industry" field yesterday, causing us to focus on this sector, it would still be very difficult.

It’s hard to notice these details.”

Other relatively cold main areas such as 'Consumption', 'Pharmaceuticals', 'Nonferrous Metals', 'Coal', 'Smartphone Industry Chain', etc. mostly follow the index trend and do not show independent market trends.

And signs of particularly strong trends.

"Although it is impossible to judge the origin and background of this main force of funds, judging from its operating ideas and market traces, the motivation should be correct."

At this moment, it has become the core area of ​​attack by all major funds in the entire market, and a number of related industry sectors have led the gains in the two cities.

"Well, that makes sense." Zhou Kan nodded and replied, "It seems that I still thought too simply."

Among them, the real estate sector index surged by more than 3%, almost reversing yesterday's trend.

When the majority of investors complained about the "one-day trip" market sector, the volume energy showed signs of enlargement compared with yesterday. On the market of many constituent stocks, even though the stock price trend was not as expected, the selling price was heavy, but small orders

The ability to take over was quite strong. There were several checks, and there were obvious sell-offs of tens of thousands of large orders, but they just couldn't bring down the stock price directly.

"The two core themes of 'infrastructure' and 'state-owned enterprise reform' are indeed the areas with the most hype value in the market in terms of market sentiment, attention, future expectations, policy orientation, etc. In the future, other indexes will have the characteristics of a periodic bottom.

, market risk appetite and speculation have recovered, and I believe there will be good market performance, but now...these two main lines have not shown a more suitable buying point."

As the two analyzed the market, at this time, the market trading time has entered 10:30, and the market in the 'big financial' field has gradually ebbed. However, it suffered from continuous plummeting adjustments in the early stage, and was once collectively ignored by the majority of investors in the market.

Many popular core stocks in the main areas of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' were initially empty, but they have once again seen a counterattack trend of collective surges.

"Okay!" Zhou Hui nodded, and then issued new trading instructions to the traders.

"Who is this fund lurking under the water?" While Zhou Hui was issuing trading instructions to traders, Qin Qiuyue stared at the trend of the industry sector in the 'military industry' field, as well as several core stocks in the sector.

On the market, I couldn't help but guess, "A state-owned institution with an advantage in information channels, a large public fund with inside information, or..."

Guess, guess...

The figure of a young man flashed across Qin Qiuyue's mind. She was shocked and said in shock: "It's not really the 'Yu Hang Fund' that is building a position, is it?"

(End of chapter)