The investment era of rebirth

There are very few people he admires in the entire industry, but there is no doubt that Su Yu is one of them.

"Boss, the Shanghai Stock Exchange Index successfully broke through 2,500 points, ending the large fluctuation range that lasted for two or three years in the early stage. It should have completely opened up the market's upward space, right?" Zhou Kan thought for a while and continued, "And the market's volume can

Performance has been gradually rising recently. Looking at today's situation, it is estimated that the turnover of the two cities will exceed 230 billion. This volume can show... Compared with two months ago, it has changed a lot. It feels like the pace of the bull market is...

It’s indeed getting closer.”

Xu Xiang nodded slightly and said: "It is indeed good that the market's upward trend and volume can cooperate, but whether it can get out of the bull market trend depends on the subsequent profit-making effect of the market and the main line of the market, and whether it can be further deepened and stay.

It is necessary to capitalize on the recent large-scale influx of incremental funds.

If the market volume can increase, it must be stabilized before the market can move.

Otherwise, it will be the flower in the mirror and the moon in the water.

If you want to retain the large amount of incremental funds that have come in, so that they can continue to carry out market acceptance, investment, and speculation in the market, you need to further spread the market's main market trends and the money-making effect.

After all, everyone who enters the market wants to make money in the market.

If the money-making effect on the market is reduced, the main line market cannot go further, and everyone cannot make money, or in other words, lose money, then this part of the incoming funds will naturally gradually withdraw when the money-making effect is lost, and when the market gradually

Losing this part of the incremental funds and reducing the capacity will inevitably lead to problems in the market's acceptance.

As long as there is a problem with market acceptance, it is normal for the market to enter an adjustment stage.

Therefore, after the Shanghai Stock Index breaks through 2,500 points, whether it can really open up the space upward, or... whether this is really a successful breakthrough, we have to observe and observe again before we can make a final judgment.

As for the bull market…”

Xu Xiang paused, pondered for a moment, and then said: "Until the market shape comes out, everyone can only guess and predict.

At present, the market's bullish fundamentals show signs of strengthening.

At the same time, the evolution of trends and sentiments, as well as the evolution of market investment confidence, have also been strengthened.

But whether it can finally emerge, whether it can form a bull market trend, and whether it can form such consistent expectations in the hearts of the majority of investors, we still have to wait and see.

What we can currently do is also something that requires special attention.

That is to say, we must pay close attention to the two main lines of 'infrastructure' and 'military industry', as well as the core conceptual lines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises'.

Going further and deriving more main investment directions, can this kind of big logical investment thinking cover the entire weighted blue chips and white horses with high performance, and even the entire market.

As long as the investment logic of these main lines can further ferment and diverge in the market.

Then the market will naturally not be bad.

So we don’t have to focus on the bull market or anything like that, we just need to grasp the current market conditions and opportunities.”

"The current market situation and timing?" Zhou Kan thought for a while and asked, "The boss is talking about the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road'

, are the core concepts of 'reform and reorganization of central and state-owned enterprises' the main thread?"

Xu Xiang nodded slightly and responded: "After the 'Yu Hang Group' announced its net worth and performance, and after the Shanghai Stock Exchange Index broke through the 2,500-point shackles, with the large-scale incremental capital inflow from the sidelines, it is obvious that 'infrastructure' and 'military industry'

The expectations and capital inflows of the two main lines, as well as the core conceptual lines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central and State-owned Enterprises', are still increasing.

At the same time, the market’s investment sentiment and investment confidence in these major main areas.

Thanks to the explosive performance of several major funds of the 'Yu Hang Group', as well as the two main lines of 'infrastructure' and 'military industry' in the past two months, as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road'

The sustained money-making effect expressed by the core concepts of "road" and "reform and reorganization of central and state-owned enterprises" is also being further enhanced.

In these major main areas...

The continued inflow of funds, coupled with the further enhancement of investment sentiment and investment confidence.

It can be predicted that the market trends of the two main lines of 'infrastructure' and 'military industry', as well as the core concept lines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises', are certain.

There is still a period of main upward trend that has not been completed.

This period of main upward trend was stimulated by the main force of funds from the ‘Yu Hang Series’.

It's obvious that acceleration has begun.

Similarly, along with the two main lines of 'infrastructure' and 'military industry', as well as the market trends of the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'

In the market, other traditional investment lines with the same logic should still have great potential for speculation and investment.

Generally speaking, the market at this time...is still the best time to make money."

Zhou Kan heard Xu Xiang's analysis of the current market situation, pondered for a moment, and responded: "That's true. I feel that the market trend is indeed accelerating in the short term."

"Oh, by the way..." Xu Xiang paused and then said, "How are the related application and approval work for the new fund products that our institution intends to establish now going?"

Zhou Kan responded: "We have already submitted a declaration to the regulatory authorities. It is estimated that there will be a response in the next two days. After the regulatory authorities respond, we can prepare for the official issuance."

"Okay!" Xu Xiang nodded and said nothing more.

And at this time, at the same time...

Within E Fund, Pingyin Asset Management, Yinghui Fund Company, Huaxin Securities Proprietary Investment Department, Huatong Bank Proprietary Securities Investment Department, Shenzhen Xiniu Fund Company, etc. Within a series of asset management institutional groups

, everyone's discussion on today's market trends, as well as the net value of the funds announced by the 'Yu Hang Group', specific positions, and discussion are still high.

Among them, within Pingyin Asset Management.

General Manager Liu Ziliang looked at the unparalleled performance of several major fund products of the 'Yu Hang Series', as well as the announced weights of each stock position, and sighed again in frustration.

Through the actual market trends, it has been proved that the two main lines of 'infrastructure' and 'military industry', as well as the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'

In the main direction, the 'technological growth' line, indeed, there is a big gap in terms of expectations, current valuation levels, investment sentiment, investment confidence, chip structure and other aspects.

At the same time, it also proves the fact that their previous investment strategies were selectively wrong.

In the entire process of building the main line of the market and inducing market breakthroughs, compared to the "Yu Hang Group" organization, they have failed miserably.

Fortunately, they did not stick to the wrong investment strategy in the end.

Seeing that the market trend was wrong, they promptly changed their investment strategies and trading strategies. Otherwise... they would not only completely miss the breakthrough market of the Shanghai Stock Exchange over the past two months and the two main lines of 'infrastructure' and 'military industry', as well as the 'European economy'

With the main upward trend of the core concepts of 'On the Road to the New Era, the Maritime Silk Road' and 'Reform and Reorganization of Central and State-owned Enterprises', I am afraid that with the adjustment of the main line of 'technological growth', there will be a lot of losses.

, seriously underperforming the broader market index.

Although, they corrected their investment strategy mistakes in time.

However, compared with the first-mover advantage of the Yuhang Group, there is still a huge gap in terms of market profit harvesting and fund performance.

"This President Su from the 'Yuhang Department'... is really admirable!"

Although the other party was once considered a strong market rival by him, after seeing the performance of the funds of the 'Yu Hang Group', looking back at the history of market trends, and thinking about the other party's precise market judgment, he still had to admire him in his heart, and said with emotion:

“This market research and judgment ability and investment strategy execution ability are probably only achieved by Mr. Su in the entire market.

Hey...there are still 4 months until the end of the year.

According to the performance of the "Yuhang Series" fund products, if the market performs well in the next four months, I really can't imagine what the final performance of these major fund products will be like."

"The performance of the 'Yu Hang Group' is indeed exaggerated." Chen Shen, the fund manager standing next to Liu Ziliang, responded, "It is incredible that a fund with a scale of tens of billions can still have such performance.

, but...Mr. Liu, what we should pay attention to at this moment is the series of market trend consequences that this performance announcement of the 'Yu Hang Group' can bring to the market, right?"

"Yeah!" Liu Ziliang nodded and asked, "What do you think?"

Chen Shen responded: "I feel that the market has been stimulated by the performance of the 'Yu Hang Series' and the overall trend is strengthening. The two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, and Maritime

The trend of the core concepts of "Silk Road" and "reform and reorganization of central and state-owned enterprises" are also strengthening."

"It's not just that." At this time, the trading team leader Gao Yixiang also interjected, "I feel that the entire market has begun to move, and the incremental funds in the market have also increased significantly today. The Shanghai Stock Index has increased by almost 20 billion compared with yesterday.

Ah, this amount can increase incrementally, it’s simply terrifying.”

"Well!" Wang Jinglun, another trading team leader, also said, "I feel that the market has broken away from the previous capital structure of the stock game. At the same time, with the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt'

', 'On the Road to the New Era, Maritime Silk Road', 'Reform and Reorganization of Central and State-owned Enterprises', these core concepts have strengthened their main trend. Other low-valued traditional industry sectors, as well as blue chip stocks, have also welcomed many main players.

With the attention of funds, I feel that as long as there are stocks with potential in the market, there are funds rushing to raise money, Mr. Liu, Manager Chen... I feel that after the Shanghai Stock Index has completely broken through the 2,500-point constraint, it has opened up the space for a 'bull market'!"

If there is a "bull market", with the current position level of our fund, we will not miss too many market opportunities.

If there is no bull market, and we change our investment strategy at this time, further increase our positions, and increase the level of fund holdings, then if the Shanghai Stock Index does not stand firm at 2,500 points here, the market outlook will quickly enter the adjustment stage again. In the early stage, the large box was not broken, and the market

If expectations fall across the board, then we... are afraid that we will have to make the same mistakes again."

"Okay!" Liu Ziliang saw that neither of them agreed to change the investment strategy and increase the fund's position level at this time. He smiled and did not insist, "Then let's see again!"

And as the discussion among several people ended...

At this time, the market's trading hours also happened to move to 1 p.m., and the two cities ushered in the official afternoon continuous bidding trading period.

(End of chapter)