The investment era of rebirth

Chapter 522 The fight for market dominance (11)!

Author: vaguely first met

Chapter 522 The fight for market dominance (11)!

"Market news?" Li Meng was slightly startled and said, "How can we change this?"

Su Yu said with a smile: "Many investment institutions in the industry can make use of today's offline investment strategy exchange meeting to make public speeches to guide the direction of market sentiment. Why can't we? As long as the analysis is well-founded and does not fabricate bad news or good news,

Doesn’t involve specific stock investment targets, any public statements made by that person are reasonable and compliant, right?”

"What you mean is..." After hearing Su Yu's words, Li Meng understood in his heart, "We can use our company's own institutional influence to clearly be bullish on a certain direction of the market, thereby arousing widespread investment in the market.

"

Su Yu nodded slightly and said, "Yes, that's what it means."

"Is it possible?" Li Meng was still a little hesitant about Su Yu's strategy. "There is no investment of real money to lure the market. Just rely on verbal opinions to activate funds in the market."

When the liquidity has shifted towards the 'conceptual growth stocks' of the Small and Medium Enterprise Board and GEM, this strategy... I'm afraid it won't work!"

Su Yu smiled, his face still very calm, and continued to respond: "It doesn't actually matter whether we can truly reverse the current market trend, as long as investors believe in our publicly stated market analysis views, the market will be in the 'Big Infrastructure Construction'

'Military Industry' and 'Internet Finance', these early popular main lines, still have a high degree of investor attention. At the same time, the market can be divided between the early popular main lines and the current hot speculation main line of small and medium-cap 'conceptual growth stocks'.

It’s enough if there are still big differences.”

"As long as the line of 'conceptual growth stocks' in small and mid-cap stocks is concerned, it still cannot form consistent market expectations in the minds of investors."

"As long as a few popular main lines in the early stage can stabilize the strong and volatile market trend with high attention, aggravate the changing hands of the market, and further clean up the unstable chips and short-term profit floating in this area.

Well, then time is completely on our side."

"in this way……"

"In the follow-up line of small and medium-cap 'conceptual growth stocks', as long as the corresponding popular stocks weaken slightly and the divergence further expands, then the early popular main line areas where we have heavy positions will only need a small positive spark to completely complete it again.

It ignited the market in this field and brought the main trend of the market back to the direction we expected."

"I understand!" Li Meng nodded and began to fully agree with Su Yu's thoughts.

After Su Yu said these words, he glanced at the market time, and immediately logged into the online account that he had published a post last year and had been marked as his personal identity by many retail investors in the market, and used this account to

Published an analysis article on the current trend of the market situation, and comprehensively compared the areas of 'mobile Internet', 'smartphone industry chain' and other small and medium-cap 'conceptual growth stocks' that have huge investment potential in the mouths of managers of core major institutions in the industry.

, as well as the investment logic of 'big infrastructure', 'big finance' and other fields in the direction of the main board, as well as various medium and long-term investment expectations, performance expectations, valuations, potential macro policy support and other conditions, and finally made a personal decision

I am more optimistic about the direction of the main board, which has more valuation advantages, more investment value, more certainty of performance growth, more macro policy support and macro story-telling "big infrastructure" main line conclusions.

Of course, when making this analysis and main conclusion.

In order to avoid unnecessary disputes, Su Yu did not mention the position structure of his "Yu Hang Series" fund at all, nor did he constructively mention any specific investment targets.

But even so...

As soon as his market analysis remarks came out, they caused a great sensation on relevant online stock forums and attracted the attention and participation of countless investor groups. The popularity of the topic increased after his market analysis opinions were published.

In just a few minutes, it overshadowed the news related to the Magic City offline investment strategy meeting and became the most popular topic discussed during the lunch market break.

"Haha, after a year, Mr. Su once again publicly spoke out against the market. It was really explosive!"

"Mr. Su's analysis is much better than Mr. Liu's speech at the investment strategy meeting of Pingyin Bank Asset Management Department! It is simply well-founded and convincing."

"Does Mr. Su's speech count as a slap in the face to a group of asset management tycoons who are optimistic about emerging industries at the Shanghai Investment Strategy Conference today?"

"It must be a slap in the face, but...the market needs people like Mr. Su who dare to speak out."

"It's rare to see President Su clearly optimistic about the market situation in a certain area of ​​the market. It seems... the market situation in the 'big infrastructure' line is definitely not over."

"From the perspective of investment logic in all aspects, the line of 'big infrastructure' is originally the most certain main line of market trends in the market."

"Indeed, Mr. Su's analysis of the market is so insightful."

"I'm not saying that last year, when Mr. Su started to hype the 'smartphone industry chain' and 'mobile Internet', the major institutions that were optimistic about these two main lines did not react at all. Now the expectations of these two main lines have been fully

After cashing in, at this time...these major institutions are shouting to increase their positions and be optimistic, which can't help but feel a bit like an afterthought."

"This is not an afterthought, but a call for all of us to rush in and take over from them."

"Haha, I really want to attract everyone to come in and take over the deal. Otherwise... Why do these institutional bosses suddenly become so radical in their views on the market?"

"I'm not saying that in the current market, the only reliable one among the main funds is Mr. Su."

"It must be Mr. Su!"

"Fortunately, there was no chasing this morning. Otherwise, if the market turns back to the main line of 'big infrastructure' in the afternoon, I might not be able to cut off the flesh even if I want to."

"Damn it, aren't you talking about me? I only followed the wave information when the market closed at noon."

"As soon as Mr. Su's words came out, the market trend in the afternoon will inevitably be concentrated in the direction of 'big infrastructure'. In fact... only when the 'big infrastructure' line is stable, can the Shanghai Stock Exchange Index stand firm at 2,300 points. The market

Only then can we fully gather investment confidence and continue to open up space."

"Yes, on the whole, the line of 'big infrastructure' is the most certain main line of investment expectations in the market!"

"So quickly, Mr. Su's market analysis article has appeared on the homepage of several financial media websites. Moreover, the number of comments under Mr. Su's original post has exceeded 7,000 in 10 minutes, and it has been reposted.

, even up to about 8,000 times.”

"The discussion on the main line of 'big infrastructure' has also skyrocketed in an instant!"

"Damn, with this heat, you really deserve to be Mr. Su!"

"Mr. Su's influence on the domestic stock market is simply unparalleled in the domestic financial industry. One person's speech is worth 1 billion in capital."

"It is necessary to know that after Mr. Su founded the 'Yuhang Investment' company, all trading operations were accurate. Carefully review the historical position data and transaction winning rates of several major funds of the 'Yuhang Series'

, it’s almost 100%, and there’s simply no trading shortcomings to be found.”

“This morning’s investment strategy exchange meeting in the Modu Asset Management industry was completely overshadowed by the popularity.”

"Not only was the investment strategy exchange meeting overshadowed by the heat, but the popularity of the 'conceptual growth stocks' that performed well in the morning was also overshadowed by the relatively certain concept stocks of the 'Yu Hang Group', such as Beijiang

China Communications Construction, China Metallurgical Corporation, Gemdale Group, China Communications Construction, China Railway Construction, Shanghai Construction Engineering, Pudong Construction, Tianshan Cement... and many other "big infrastructure" core popular component stocks are also gaining popularity.

Soaring.”

"No wonder the market is so divergent. It turns out that the direction that Mr. Su is optimistic about is completely inconsistent with the direction that major institutions are optimistic about."

"Isn't it true that there are disagreements that lead to market trends?"

"Yes, differences are not a bad thing, but a better buying point."

"If we really want to talk about buying points, then the 'big infrastructure' line fits the bill. After all, looking at the entire market, only this line has not decreased in popularity, and many related popular stocks have always maintained a relatively strong shock pattern.

, the chip adjustment is relatively sufficient, and other main lines of the main board direction that are divergent do not meet this characteristic."

"Looking at the past public speeches by Mr. Su, or the market trend after making corresponding clear operations, the market direction that Mr. Su is optimistic about is almost the area where the market outlook will rise. Even though the market trend at this moment is still in the front-line area of ​​'concept growth stocks'

, but the line of 'big infrastructure' cannot be ignored."

"Following Mr. Su's ideas, you can make a lot of money even if you just follow the trend without thinking."

"There is no doubt that the real main rise of the 'Big Infrastructure' line has definitely not started yet. What the hell... What are you chasing after the short term? From now on, we will brainlessly increase our positions in core stocks in the 'Big Infrastructure' field.

In a word, for the 'big infrastructure' line, if I don't see Mr. Su's seat clearly sold on the Dragon and Tiger list, I will only buy it and not sell it."

After Su Yu's public speech, the entire network exploded with extreme discussion...

At the same time, in the Yuhang main hot money group where Su Yu was located, the mentality of many main hot money groups exploded collectively at this moment, and the discussion heated up rapidly.

"Damn it, Mr. Su actually spoke publicly, I really didn't expect it!"

"Mr. Su's influence is simply incredible. With the intensity of discussions and emotional reactions, the "conceptual growth stocks" front line of the Small and Medium Enterprise Board and GEM will surely plummet in the afternoon!"

"There is a high probability that the market will turn back to the main line of 'big infrastructure'."

"It's not a high probability, but it will definitely turn back to the main line of 'big infrastructure'. Fortunately... in the morning, the main purchase of the two lines of 'Apple Industry Chain' and 'Film and Television Media' was not too aggressive.

"

"If you think carefully about the timing of Mr. Su's speech, there are some unusual things and logic in it!"

"What's the meaning?"

"It feels like Su is always deliberately steering the market towards the direction of 'big infrastructure'."

"I also feel this way, but even if this factor is put aside, from a pure investment logic analysis, the investment value of the 'big infrastructure' line is far better than the 'mobile Internet' and 'smartphone' explosions in today's session.

The mobile phone industry chain is the main line of these two so-called 'conceptual growth stocks', right?"

"Indeed, I have always felt that the line of 'conceptual growth stocks' is almost meaningless."

"Mr. Su has clearly analyzed the pros and cons of the two main lines of investment logic. I think Mr. Su's market views can be used as a reference for investment operations in the current market."

"Hey, I think Mr. Su's opinion today is more evidence of the view that the positions of several major funds of the 'Yu Hang Group' must be in the direction of 'big infrastructure', but this is not a bad thing.

At least the main macro investment direction is clear."

"Not to mention other things, purely from the perspective of chip structure, the 'big infrastructure' line, compared with the 'film and television media' line that has been hyped for three consecutive days and has accumulated a lot of short-term profits, and the full-scale outbreak today, but

The 'Apple industry chain' line, which is still heavily locked up above, is still slightly dominant, right?"

"I think the key is that the Shanghai Stock Exchange Index can only be driven by the 'big infrastructure' line."

"Indeed, this is also an important reason."

"As an emerging index in the market, short-term speculation on the GEM index cannot fully gather the overall investment sentiment of the market and attract a large number of investors from outside the market, nor can it bring continuous huge amounts of incremental funds. This was the case in the second half of last year.

It has been verified in the market trend, so... I think that if the market situation really wants to make a comprehensive upward breakthrough, the Shanghai Stock Exchange Index must break through, and if the Shanghai Stock Exchange Index must break through, then the market trend of the "big infrastructure" line is absolutely indispensable.

.”

"Don't the regulators desperately want a sustained bull market to open up space for direct financing in the market? Therefore, continued policy stimulus and various good news should be inevitable. In this regard...Mr. Su last year and now

The market views expressed are consistent positions and thoughts, and I very much agree with this."

"No more talking, I will go straight to the main line of 'big infrastructure' in the afternoon."

"The recovery of real estate is already in sight, with the acceleration of high-speed rail, urban construction, rural revitalization, the New Silk Road, the reform and reorganization of state-owned enterprises and central enterprises, the construction of the Shanghai Free Trade Zone, and the construction of free trade zones in various places... If you think about it seriously, the 'big infrastructure' project

There are quite a lot of various speculation logics and investment expectations for the lines. Whether it is the room for speculation or the room for explosive performance, it is indeed no weaker than the many 'concept growth stocks' that are hotly speculated in the market!"

"Haha, the hype logic and investment logic of the 'big infrastructure' line have never changed. It's just that the market sentiment has fluctuated. In fact... the 'big infrastructure' line is far from fulfilling market expectations.

At that time, it is very likely that the main rising wave market has not started at all.”

"I have a feeling that in the line of 'big infrastructure', many stocks similar to 'Beixin Road and Bridge' will be born."

"Don't worry, the check 'Beijing Communications Construction' has already taken the leading position, and the popularity of this check has now climbed to the first place in the entire market."

"It can be foreseen that the market trend in the afternoon will definitely be turbulent again!"

With the rapid refresh of news in the group, and the changes in the mentality of many hot money tycoons under the influence of Su Yu's market perspective article.

Noon time flies by quickly.

After a while, among the entire market investor group, amid extreme discussions on Su Yu's market views and remarks, the time hand moved to 1:00 p.m., and the two markets ushered in the opening of trading again.

(End of chapter)