"Looking at the two products under 'Yuhang Investment', this Mr. Su's trading methods are too extreme, right?"

Seeing that the main fund products of their own company were instantly squeezed to the third place by the 'Yuhang No. 1' fund and the 'Yuhang No. 2' fund in the industry's annual performance rankings, losing the attention they deserved, Mu Zhengxing, the leader of the trading group, complained very unconvinced: "10 billion funds are gambling on a main line, I see how he ships it!" ”

In the financial trading market, after the amount of funds is too large, it is often easy to enter the market and difficult to exit.

What's more, in the current market, the overall liquidity is not high.

Coupled with the huge influence of the 'Fortune Road'.

If the follow-up market continues to go up, the 'Fortune Road' large-scale reduction, once it appears on the Dragon and Tiger list, then with the huge follow-up effect of the 'Fortune Road', it will form a serious constraint on the market, which will also greatly limit the liquidity of market sellers, making it difficult for the main institutions with too large funds in the market to exit smoothly.

"The two main lines of 'infrastructure' and 'state-owned enterprise reform' involve hundreds of stocks in the entire market, and according to the position data released by the 'Yuhang No. 1' fund and the 'Yuhang No. 2' fund, their core holdings are basically medium and large-cap stocks with relatively large circulation." Fang Xinsheng came back to his senses and answered, "For these medium and large-cap stocks, as long as the duration of the market is extended, and they are not greedy for the last profit, let the seat of 'Fortune Road' not easily appear on the market selling seat, 10 billion funds, distributed in dozens of stocks, spend ten days and a half months, slowly out of the position to lock in win, there is no problem." ”

"And this Mr. Su ......"

Fang Xinsheng paused, and then said: "According to his previous hype experience on the main lines of 'mobile Internet', 'smart phone industry chain', 'Shanghai Free Trade Zone', etc., this person has to be admirable in grasping the selling point of the market. ”

"Hey, I didn't think it was ...... before"

"But now I have to admit that there are still natural trading geniuses in this market."

"This person started from scratch, and in one year, he has achieved an asset management scale of 10 billion, and he can make some gains again and again, which is by no means as simple as luck."

"Well, there's no point in complaining." Fang Xinsheng took a deep breath and continued, "Let's study the specific holdings of the individual stocks in the data released by Mr. Su, its 'Yuhang No. 1' fund and 'Yuhang No. 2' fund...... In other directions, there are also potentially huge investment opportunities. ”

"The manager is ......" Mu Zhengxing's eyes flickered, and he replied, "The line of 'military industry'? ”

In the fund holdings data released by Su Yu, there are a number of main directions, including the heavy position of "infrastructure", "state-owned enterprise reform" two main lines, the market speculation is hot, needless to say, other "mobile Internet", "smart phone industry chain", "Internet finance" and other main lines, last year has been speculated many times, this year's market style switching, after this period of market verification, has proved that these main lines, in the short term can not gather to make money, can not form a market force, there is no big sustained market.

So, what is left ......

In the performance of the fund holdings data released by Su Yu, there are still certain potential investment opportunities, and only the line of 'military industry' remains.

"I'm not sure." Fang Xinsheng replied, "You have to study deeply to judge, at least ...... Judging from the position data released by the other party, I don't understand the logic of the position in the field of 'military industry', but I think this Mr. Su will not build a position indiscriminately, and I estimate that he will ...... There should be some ideas. ”

"But the field of military industry ......" Mu Zhengxing thought for a while and said, "According to the historical market in this field, often the military industry has a continuous market, which is driven by market news, but at present, and even in the second half of the year, it seems that there is no major good news in this regard, right?" ”

The military industry, due to the secrecy nature of its own listed enterprises.

As a result, the information and performance expectation disclosure in all aspects of this field are very closed, and at the same time, it also causes the variability of investment logic in this field.

In other words, unless there is a strong news to drive expectations, it is difficult to produce a sustainable market in this field, which is not favored by the main funds of all parties in the market and the investment group, and it is difficult to have a clear guarantee of performance growth, let alone the main line of investment opportunities.

Therefore, compared with what Fang Xinsheng said, there may be a large investment opportunity here.

In his heart, he is still more inclined to invest in a series of funds by Yuhang, and after the previous test position, he did not pull up the market and did not reduce the last bottom position.

After all, judging from the position data released by the other party......

Yuhang investment in a series of funds, in the field of military industry, the number of positions, than the 'mobile Internet', 'smart phone industry chain', 'Internet finance' several popular concepts in the early stage of the main line is less, it is unlikely to be Yuhang investment a series of funds, deliberate investment direction.

"On the news side, no one can say clearly." Fang Xinsheng said, "Let's study it in depth first, if there is a chance, we can try to lay out and seize a first move, there is no chance...... That doesn't make a big difference. ”

"Anyway......"

Fang Xinsheng paused, and then continued: "In the face of such an opponent, in the case that the other party takes the initiative to expose all the position data, we can't take it lightly and ignore the past so briefly. ”

"Well, good!" Seeing that Fang Xinsheng had made up his mind, Mu Zhengxing could only nod and continue, "Then I will ask the market analysts and traders in our trading department to collect more information in the military field." ”

The two of them were discussing the position data released by the 'Yuhang First Series' fund and setting their sights on the 'military industry'.

At this moment, within the magic capital and Zexi Investment Company, Xu Shen stared at the position data of the two funds of the 'Yuhang Department', pondered for a while, and couldn't help but set his eyes on the 'military industry' sector and several military stocks held by the 'Yuhang Department' fund.

"Military industry!" Xu Shen whispered, a little puzzled, "Why are there positions in this field?" ”

Zhou Kan, who was beside Xu Shen, heard the boss's question, and was a little puzzled in his heart, pondered for a moment, and couldn't help responding: "Could it be just that this Mr. Su of Yuhang Investment did an accidental test position in the main line direction selection before?" After all, judging from the position data they announced, their position in this field is very low, accounting for less than 2% of the total fund position, which is basically negligible compared to the two core main line positions of 'infrastructure' and 'state-owned enterprise reform'. ”

"According to the data they announced, it is not a fund, and in the field of military industry, there are positions!" Xu Shen continued, "The two funds have positions in the field of military industry, this shouldn't be the so-called arbitrary, right?" And according to the investment style of Mr. Su, he never does anything untargeted. ”

"Then ...... we," Zhou Kan asked tentatively.

Xu thought about it and said: "At present, I can't see that there is any market development opportunity in the field of military industry, and I can't find the hype logic of intervention. ”

"If it is in the subsequent market trend, this line is still unmoved, and there is no change in the market news."

"That means that this line does not have investment opportunities, and it is not unanimously recognized by the main funds in all aspects of the market, which can also show that the small range of positions in this field of 'Yuhang series' funds is indeed an accidental test position, and there is no in-depth investment logic."

"But I always feel ......"

Xu Shen paused, and said: "Yuhang's series of funds hold a small position in this field, and it will not be a blind buy. ”

"Well, good!" Zhou Kanying said, "Let Lao Qiao collect market information first to see if there are any expected benefits in this regard, in short...... As you said, Boss, just keep a high level of focus and be ready to lay it out. ”

After speaking, Zhou Kan's eyes fell on the computer screen again, but he saw that at this moment, the time had already shifted to 5:30.

The dragon and tiger lists of the two cities were refreshed.

I saw that on the list of dragons and tigers in the two cities, the popular stocks Beixin Luqiao, Shibei High-tech, and Shanghai Sanmao continued to be on the list, and the main stocks of medium and large caps such as Huaguo Metallurgical, Huaguo China Railway, and Huagong International were left on the list of dragons and tigers.

And according to the published data of the Dragon and Tiger List......

Although 'Fortune Road' and 'Fusheng Road' are invisible again, in the market, such as 'Shenzhen Three Musketeers', 'Shaoxing Branch', 'Yuhang Qingchun Road', 'Shenzhen Yitian Road', 'Yanjing Outdoor Avenue', 'Modu Hongqiao Road' and other active tourist capital groups are still increasing their positions and buying, and the overall trading is quite intense.

In the face of such data on the Dragon and Tiger List, the position data announced by the two main funds of the 'Yuhang Department' were collected at the same time.

The vast number of investors in the entire market are optimistic about the two core main lines of 'infrastructure' and 'state-owned enterprise reform', and their enthusiasm for them has not only not weakened, but has become more and more intense.

And in the evening, with the US stock market shrouded in the shadow of bears, it rebounded again.

This enthusiastic mood in the market has become more and more intense at this moment of May Day.

Many investors who hold positions have a limit in their minds, and the investor groups who do not hold positions have begun to regret not buying before the holiday.

And it is in this bullish mood that it continues to ferment.

On May 2, the second day of the May Day holiday, Su Yu and Li Meng, at the invitation of the organizer 'Oriental Fortune Website', began to come to a five-star hotel in Yuhang to participate in an offline industry investment exchange meeting with the theme of 'Future Investment', and were invited to speak.

In his speech, Su Yu briefly described the changes brought by the 'mobile Internet' to the financial industry.

And continue to put forward the future mainline investment opportunities of 'fintech'.

Of course, for the hottest areas of 'infrastructure' and 'state-owned enterprise reform', he also talked a few words in a few words under the questioning of everyone.

"Mr. Su, do you think the core theme of domestic economic development in the future will still be a large infrastructure strategy with the theme of 'urbanization construction'?" After Su Yu briefly expressed his thoughts, Qin Qiuyue, president of Anzhao Fund, who also attended the meeting, asked with a smile, "Do you think that under the condition that the completion rate of China's 'urbanization construction' has reached about 55%, can this strategic concept add more vitality and impetus to the macroeconomy?" ”

Su Yu responded with a smile: "It's completely possible, under the global multilateral economic pattern, demand is constantly expanding, with the improvement of China's national strength, the accumulation and progress of 'infrastructure' technology, we can go out and compete internationally, and this is currently strongly promoted at the national level." ”

"Let's talk about domestic ......"

"Compared with developed countries abroad, the completion of 'urbanization construction' will gradually slow down until at least 70% or 80%."

"Everyone has a desire to pursue a better life, with the improvement of national strength and economy."

"Better transportation, better living, better working...... These needs are the most simple aspirations of the people, and with the government as the leading, investment-driven infrastructure, to meet the aspirations and needs of the people to pursue a better life, so as to drive the continued development of the economy, I think in the current situation, will not change, and there are any problems. ”

"Therefore, in my personal opinion, there are still more investment opportunities in the field of 'big infrastructure'."

When Qin Qiuyue heard Su Yu's words, she bowed her head slightly and said: "It can be seen that after all, Mr. Su dares to reposition this field with 10 billion funds, and his views are self-evident." ”

"After hearing Mr. Su's sharing on investment just now, Mr. Su seems to be extremely optimistic about the future development direction of 'financial technology'." While Qin Qiuyue was talking, Zhou Yang, the fund manager of Yuhang Yinhua Public Fund Company's 'Value Investment Mixed Selection' product, couldn't help but interject and asked, "But when I look at the fund products managed by Mr. Su, it seems that there are not many positions in this field, does this show that Mr. Su has different hearts?" ”

Su Yu raised his eyes and glanced at him lightly, and said with a smile: "Mr. Zhou is also a veteran in the financial market, don't you know the word 'opportunity trade-off'?" I'm bullish on the future of fintech, but that doesn't mean I have to be heavy on stocks in this space and keep holding them, right? ”

"Speaking of different hearts......

Su Yu smiled and continued: "On the contrary, Mr. Zhou is openly bearish on the market, and at the same time, he is going all out to increase his position to pursue the two main lines of hot stocks of 'infrastructure' and 'state-owned enterprise reform', which is even more different, right?" ”

"Haha...... Mr. Su has a point. Xu Zhongji of Minghui Capital laughed when he heard Su Yu's words, "Lao Zhou, you are silent, chasing positions while being bearish, but it's not very moral!" ”