The investment era of rebirth

Chapter 553 The struggle for market dominance (forty-two)!

Author: vaguely first meeting

Chapter 553 The struggle for market dominance (forty-two)!

"The market trend has completely changed! Hey..."

In the Magic City, inside Yinghui Fund Company, in the 'Yinghui No. 1' fund product trading room, fund manager Liu Guanhai sensed the sudden change in market investment sentiment. His face was bitter, and he sighed helplessly: "Sing more 'tech growth'"

The institutions on this line are really damned.”

Originally, the core holdings of their fund were adjusted to the main board's "big infrastructure" direction.

However, due to the clear market view signals revealed by various institutions at the Magic City offline investment strategy meeting not long ago, as well as the continuous strong trend of 'tech growth' stocks in the market in recent days, there are also factors from the news, emotions, and peripherals.

The continued stimulation of the market trend caused him to quickly adjust the fund's core holdings to a group of "technological growth" core concept stocks with strong gains.

Even this morning, he was still asking traders to increase their positions in many core concept stocks such as "LeTV, Wangsu Technology, and Huayi Brothers".

Looking back on the fund holding history over the past six months.

The "Yinghui No. 1" fund product under his control can be said to have continuously stepped on the wrong market rhythm, and was slapped back and forth in the main market layout.

In the first quarter, due to the strong performance of ‘Apple Concept’ at the beginning of the year.

The ‘Yinghui No. 1’ fund product can be said to be fully positioned on the two main core stocks of ‘smartphone industry chain’ and ‘mobile internet’ which were strong in the second half of last year.

There is no doubt that the ‘Apple Concept’ failed to recover after a period of performance at the beginning of the year.

The fund product he was in charge of saw the market continue to fall in the first quarter, especially the two main lines of 'smartphone industry chain' and 'mobile Internet', which were adjusted crazily and completely suffered the most severe decline, resulting in the fund's net value

There was a serious retracement in the first quarter.

Then, the time entered April.

Due to his misjudgment on the market trend of the main line of "Big Infrastructure" on the main board, he did not have time to intervene in the early stage when the big funds of the "Yu Hang Group" took advantage of the favorable east wind to wildly boost this main line.

All previous market gains were accounted for.

Then, as the time approached May, “big infrastructure” was in full swing and continued to skyrocket.

After he saw clearly the fundamental logic of the "big infrastructure" line, he finally made up his mind, decisively adjusted his position, and heavily invested in this field.

However, when he adjusted the fund position to "big infrastructure".

I haven't even been happy for two days. After the sharp rise in May, the line of "big infrastructure" quickly plummeted, trapping him at the top of the mountain again.

After that, the market continued to adjust through mid-to-late May and early June.

The net value of the 'Yinghui No. 1' fund fell to a new low for the year, and the retracement was extremely serious.

Later, the market conditions picked up after the Dragon Boat Festival, and the main line of "big infrastructure" regained its momentum. At this time... he was still determined that the "big infrastructure" line would perform well and quickly regain lost ground. However...

Just when he was full of confidence, he did not expect that the 'big infrastructure' line, which he was optimistic about and in which the fund had a heavy position, fell into adjustment again, and the Shanghai Stock Index was trapped below 2,300 points, unable to break through.

As the market goes sideways for a longer period of time, at the same time, the benefits of 'film and television media' turn out to be great, and the main line of 'technological growth' explodes in an all-round way. Coupled with the influence of the Magic City offline investment strategy conference, almost the vast majority of the entire market

Investment institutions have begun to be strongly bullish on the main line of 'technological growth'.

As a result, when he was eager to change the trend of the fund's net value and restore the confidence of investors who invested in this fund, he blindly cut off the core of the 'big infrastructure' field that was stuck in a state of adjustment and had been slow to rise.

The stock concept stocks all moved their vacated positions back into the line of 'technological growth'.

And now...

There is no doubt that based on the actual market trend feedback, he was at the wrong pace again.

After continuous investment strategy mistakes, now, the annual net value of the 'Yinghui No. 1' fund product he is in charge of has dropped to 21%. Compared with the Shanghai Stock Index's nearly 12% increase this year, it can be said to be extremely bad. In China

In the private equity product performance ranking list, let alone competing for ranking, whether he can continue to be a fund manager is still a huge question.

"Why……"

Thinking of the consecutive poor operating strategies in the past six months, Liu Guanhai couldn't help but sigh again. The sullen feeling in his heart made him want to vomit but he couldn't.

In the past, he also ridiculed the 'Yuhang Department', which was the main source of funds, because it was just taking advantage of luck.

Look now, he is the real clown.

"Mr. Liu, are we going to adjust our strategy again and move our position in 'technological growth' back to the main line of 'big infrastructure'?" Seeing Liu Guanhai in a very bad mood, the trading team leader Yu Lei thought.

After thinking about it, I made a suggestion, "Actually, I think... our previous trading strategy was not wrong. We should stick to the line of 'big infrastructure'. After all, the Shanghai Index breaks through upward without relying on the line of 'big infrastructure'."

There is no room for expansion, and the basic investment logic and fundamental changes in the 'big infrastructure' line, as well as long-term investment expectations, have remained unchanged compared to before."

"And..."

Yu Lei paused and then continued: "Today the market has really confirmed the opportunity for the wind direction to change, that is, the market's high-low switch has just begun. If we are more decisive, we will actually have enough time to keep up with the market changes, at least

There is no resistance for the Shanghai Composite Index from its current position to the 2,500-point pressure mark, and the 'big infrastructure' line will definitely continue to rise in the future."

"The closed period of our 'Yinghui No. 1' fund ends in September."

"Now if we change our trading strategy and keep up with the main trend of the market, we still have a chance to recover the severely dropped net worth."

"Do you think we should adjust our positions to pursue the 'big infrastructure' line?" Liu Guanhai felt a little better under Yu Lei's comfort. He looked up at the other party and asked, "What if...we adjust our positions and pursue it?"

Are you chasing the high point again?"

Looking back on the trading history of the past six months, every time they adjusted positions to pursue, they ended in failure.

If they had always adhered to the line of 'technological growth', or in other words, had always adhered to the line of 'big infrastructure', their fund's net loss would not have been so serious at all.

As the saying goes, too much movement makes too many mistakes. The trading process of their fund in the past six months really fully illustrates this sentence.

Yu Lei thought for a while and said: "I think we should not be trapped by the wrong trading strategies of the past. We should look more at the present, see the actual market trends and expectations, and changes in sentiment, and then...

To make truly correct trading operations.”

"Judging from the current market trends, expectations, and changes in sentiment..."

"There is indeed no main line that has the momentum and expectations of the 'big infrastructure' line. At the same time, this line, under today's large-scale heavy volume trend, has also formed a substantial upward breakthrough trend. At present, whether we look at it from an emotional perspective

, financial aspects, and K-line technical analysis, both can determine that the line of 'big infrastructure' is the most suitable and main line investment direction with the greatest investment potential in the overall market performance."

"Mr. Liu..."

Yu Lei's eyes were firm, he paused for a moment, and continued to persuade: "We must change the wrong trading strategy before, at least we can no longer put the main position direction on the line of 'technological growth', the line of 'technological growth'

After today’s trend, there is no upward momentum in the short or medium term.”

"If we don't make changes, the net value of the fund will probably continue to fall, which will be obviously detrimental to you and all of us."

Liu Guanhai listened to Yu Lei's continuous analysis of the market and thought about it for a while. Although he did not agree with Yu Lei's point of view, he could indeed see that "Technology Growth" had a trend of diving from high to high and falling in volume at the same time.

There was a total flight, and buying funds were completely siphoned off by the re-emerging "big infrastructure" main line. In the short and medium term, there was really no chance, so I couldn't help but sigh again: "Okay, now that we have reached this point, we can only

It’s time to treat a dead horse as a living horse. Next Monday, we will cut off the chips on the main line of ‘technological growth’ and chase higher again to get back the chips we lost on ‘big infrastructure’. Whether we live or die depends on these two months.

"

Seeing that he had finally made up his mind, Yu Lei breathed a sigh of relief and began to sort out the fund's position data, and combined it with the closing results to formulate a specific investment and trading plan for next week.

But when Liu Guanhai was depressed and reluctantly decided to adjust positions again.

In another fund trading room next door to him, Shao Xiaoyun, the fund manager of the 'Yinghui No. 2' fund product, also had his brows knitted together. He gritted his teeth bitterly and said, "Damn it, 'Yifangda'"

Mr. Gao tricked me and asked me to increase my positions on a large scale in the two main areas of 'film and television entertainment' and 'domestic software', causing me to completely lose my bargaining chip on the main line of 'big infrastructure'. Not only was it perfect

I missed out on today's market, and I got trapped in the two lines of 'film and television entertainment' and 'domestic software'."

"Mr. Shao, what should we do now?" Trading team leader Liu Changling asked, feeling very depressed.

Shao Xiaoyun was so angry that he secretly cursed himself that he really shouldn't have listened to the inside information, and responded: "What else can I do? Everyone can see that the 'technological growth' line is dead. Let's liquidate our positions without thinking next Monday.

, Damn, I completely missed out on the market trend of 'big infrastructure', I really hate it."

Before, he was following the main force of the 'Yu Hang Group' in making orders.

Unexpectedly, this time...

He just had doubts about the main capital layout of the 'Yu Hang Group'. With a little sense of independence, he was quickly slapped in the face by the market, causing the fund's net value to buck the trend and retreat rapidly.

"It seems that you have to follow Mr. Su from the 'Yu Hang Department' to have meat to eat!" After pondering for a while, Shao Xiaoyun thought to himself, "Compared with this Mr. Su, what are Mr. Gao, Mr. Shan, and Mr. Ning?

Mr. Zhao, Mr. Zhao...are all a fart, no, not even a damn fart!"

same……

When Shao Xiaoyun took stock of the market performance and was filled with anger, he decided to decisively close the 'technological growth' line.

A series of institutional groups such as Modu Xin'an Financial, Yanjing Anlan Fund, Yuhang Minghui Capital, Yuhang Anzhao Fund, Yuhang Bank Public Fund, Shenzhen First Securities Self-operated Investment Department... have analyzed comprehensive market performance and sentiment expectations.

After that, they all focused their attention and the focus of the next transaction on the 'big infrastructure' and 'military industry' fields where the main funds of the 'Yu Hang Group' are heavily concentrated.

And everyone unanimously pointed out that the main line of the market, "technological growth", was extremely strong in the early trading.

Everyone began to respond with a rather pessimistic view.

Of course, at the moment when countless institutional groups secretly adjust their trading strategies, re-analyze the two main lines of investment in ‘large infrastructure’ and ‘military industry’, and firm up their investment logic, the public financial market information performance.

The investment consultants and chief analysts of various securities companies, as well as market financial influencers, stock commentators, and even many financial media reporters have also changed their tone and begun to talk about the "big infrastructure" in the direction of the Shanghai Stock Exchange Main Board.

In the 'military industry' market, many people, based on Su Yue's public speech on the market not long ago, called for a 'bull market' and radically called on off-market investors to enter the market.

Just when market sentiment turned sharply, discussions among market investor groups became more and more intense.

Market time finally came to 5:30 pm.

With countless pairs of eyes watching, the much-anticipated Dragon and Tiger List of the two cities was refreshed. There were nearly 2,000 stocks participating in transactions in the entire market, and a total of 31 stocks were on the list. Among the stocks on the list, they tended to be small and medium-sized stocks.

, the GEM's main line concept stocks of 'technological growth', and the two main line concept stocks of 'infrastructure' and 'military industry' which are biased towards the main board, each occupy 50% of the share.

Among them, 6 of the top ten stocks that investors in the two cities are paying attention to are on the list.

Of course, the main fund-related trading seat of the 'Yu Hang Series' that everyone is most concerned about and is looking forward to the most, that is, the trading seat of 'Fortune Road', continues to be on the dragon and tiger lists of the two cities today, appearing in 4 stocks

on the list of buying and selling seats.

“Damn it, Mr. Su’s ‘road to wealth’ is still selling LeTV stock today?”

After the Dragon and Tiger list was refreshed, everyone saw that the 'Fortune Road' seat was once again on the list, and it was on the buying and selling seat list of 4 stocks. Not only the discussion among retail investors exploded, but also the discussion among the main hot money group of Yuhang where Su Yu was located.

The heat also exploded instantly, and countless friends were shocked.

"The most shocking thing is not that Mr. Su's 'Fortune Road' is still selling LeTV." Someone said in great surprise, "It's that Mr. Su actually increased his position in the 'Fushun Special Steel' check today, and'

Mr. Su also participated in MCC's check with a high amount of chips!"

(End of chapter)