"Balianyang, it's really like a rainbow!"

Seeing such a closing scene, Yu Hang, within Minghui Capital, in the fund trading room, general manager Xu Zhongji couldn't help but sigh: "And all the adjustments are completed within the day, and the market volume is also steadily advancing, it seems that it is ...... In this round of rebound, the Shanghai Composite Index is really going to fall above 2,500 points."

"In fact, in today's two main areas of "infrastructure" and "state-owned enterprise reform", the internal chip structure of many popular stocks has been loosened." Fund manager He Hong answered, "It's just that with the support of good news and emotions, the funds that follow the trend are strong enough, and they have suppressed all this."

"That's the power of trends!" Xu Zhongji said with a smile.

He Hong nodded and continued: "The differences have turned to consistency again, and the two core main lines of "infrastructure" and "state-owned enterprise reform" are afraid that they will really enter the stage of deepening and accelerating."

Xu Zhongji bowed slightly and responded: "After today's violent shock, investors in the entire market have found that only the two core main lines of "infrastructure" and "state-owned enterprise reform" can fully gather the market's long-term sentiment and follow-up funds, and condense a continuous money-making effect...... It is foreseeable that the direction of the focus of the market in the future, as well as the signs of active funds in the entire market, will be more obvious, and the main rising market of the two core main lines of "infrastructure" and "state-owned enterprise reform" has indeed reached the time for a full-scale outbreak."

"It's ......"

Xu Zhongji paused for a moment, thought for a while, and continued, "I don't know how high the height can be!"

After the gradual deepening of the two core main lines of "infrastructure" and "state-owned enterprise reform", the scope of conceptual stocks involved has been quite broad, in other words, the volume of these two main lines has been huge enough, and such a huge volume, under the relatively limited amount of follow-up and undertakable funds, how far can it continue to go, he really has no bottom in his heart.

After all, according to the current market volume and energy changes, the short-term limit is in the range of 130 billion to 150 billion.

As the hype space continues to rise, the potential selling power in the market is increasing with the times.

"The next time there is a clear disagreement, it should be about the same." He Hong responded, "At the same time, it also depends on when Mr. Su of "Yuhang Investment" will come out of the position."

As the core and main force of the two main lines of "infrastructure" and "state-owned enterprise reform".

He Hong believes that the two main funds of "Yuhang No. 1" and "Yuhang No. 2" led by Su Yu, with a total of more than 10 billion holding chips, are definitely an important factor affecting the future trend of these two main line markets.

"There's no guessing." Xu Zhongji said helplessly, "His selling point is usually unexpected!"

He Hong thought for a while and said, "According to the position data disclosed by the two main funds of the "Yuhang Department" before, we can still capture a few stocks with heavy chips, and according to the changes in the market of several stocks they have heavy positions, if they concentrate on large-scale positions, we should still be able to find some clues."

"Not to mention ......"

He Hong paused for a while and continued: "Mr. Su of "Yuhang Investment" used his personal trading seat on the stock of Beixin Road and Bridge, that is, the seat of "Yuhang Huaxin Securities Fusheng Road", and also bought a lot of chips.

"So, if you really want to capture the traces of their position changes, you should still be able to roughly judge."

"Moreover, the weight of our company's main funds, in the two main lines of "infrastructure" and "state-owned enterprise reform", is not too large, and the overall market value of the position is not worth mentioning compared to the two funds under the "Yuhang Investment".

"That's just as well!" Xu Zhongji smiled and pondered for a moment, "After today's "big finance"***, there is no market synergy at all, what do you think of this?"

He Hong

responded: "Generally speaking, it is still a problem of market capital, the turnover of more than 100 billion in the two cities can not lift the trillions of "big finance" plates, and the internal lock-up in this field is too heavy, and there is...... Everyone's expectations for this field are still a breath away, and they are not strong, but looking at the trend of the market today, there is a hint of concern in my heart."

"Oh? What's the concern?" Xu Zhongji then asked.

He Hong responded: "From the perspective of market performance, whether it is active funds on the market or a large number of incremental funds followed up outside the market, in terms of the choice of direction, they only agree with the two key main lines of "infrastructure" and "state-owned enterprise reform", in other words...... In the current market, except for the two main areas of "infrastructure" and "state-owned enterprise reform", other main directions have not been unanimously recognized by all sectors of the market."

"And that will lead to ......"

"If the two main lines of "infrastructure" and "state-owned enterprise reform" are hyped to an end."

"The market is not fully able to undertake the two main lines of "infrastructure" and "state-owned enterprise reform", and the rebound trend of the index and the continuous money-making effect of the market will be difficult to continue."

"That is to say, the two main lines of "infrastructure" and "state-owned enterprise reform" are hyped to the end, and the entire market rebounds with a high probability of coming to an end.

The so-called "difficult to support alone", He Hong believes that the two main lines of "infrastructure" and "state-owned enterprise reform" alone.

After all, once the emotional hype reaches the end, with the disappearance of the money-making effect and the amplification of the money-losing effect, the originally radical active funds will become cautious again, and the market will fall into a recession situation of both capital and sentiment, thus ushering in a downward trend again.

And if you want to change this fundamental trend......

It is necessary to have a number of main lines with strong future expectations, continue to rotate and convert, and continue the market's money-making effect, so that driven by the money-making effect, the active funds that have entered the market, as well as potential over-the-counter funds, will continue to participate in the transaction, support and continue the index and the overall market, so as to form a fundamental trend change.

However, judging from the current situation in the market, He Hong does not see the emergence of conceptual areas that can take over and undertake the two core main lines of "infrastructure" and "state-owned enterprise reform", after all...... Many of the main players of large funds in today's market have tried the rotation of "high and low switching".

But without exception, all failed.

In addition to the two main lines of "infrastructure" and "state-owned enterprise reform", there is no other direction in other conceptual sectors, which has been unanimously recognized by all kinds of funds in the market, thus forming a joint force.

Therefore, even though today's index has stepped out of the momentum of Balianyang.

But in his heart, he still has a lot of worries, and it is difficult to continue to be optimistic about the follow-up market.

Xu Zhongji heard He Hong's analysis, pondered for a while, but also agreed, and said: "Indeed, in the current market, except for the two main areas of "infrastructure" and "state-owned enterprise reform", there are no other opportunities to show it.

"Hey...... It seems that the "bull market" is most likely a lie."

"With one or two main lines alone, the market still can't go far."

"However, don't be too pessimistic......

Xu Zhongji paused and continued: "No one thought that the two main lines of "infrastructure" and "state-owned enterprise reform" would explode like this, leading the index from about 2,100 points to 2,400 points now, briefly reviving the entire market."

"Follow-up, let's take a step and see a step."

"Pay attention to the changes in the market news, and also pay close attention to the changes in the position in the direction of "Yuhang Investment"!"

"Mr. Su of "Yuhang Investment" can be called a genius in market trading, maybe we can't see the opportunity, he can perceive

Not necessarily."

"And with the influence of his current seat, as long as the market's expectations in a certain direction are gradually strengthening."

"Perhaps, at a critical time, we can also come out of another big main line market that can attract the joint efforts of all kinds of funds in the market, so ...... There is hope for the sustainability of the market."

"Hopefully!" He Hong nodded, "However, under this situation, it is not appropriate for us to continue to increase our positions at a high level."

Xu Zhongji replied: "The established investment strategy remains unchanged, if you analyze it well, then the subsequent acceleration stage of the main line of "infrastructure" and "state-owned enterprise reform" will inevitably be a market that is volatile and not easy to participate in.

"Manager Zhang and Manager Zhao are ......," He Hong said with some concern.

"There will be an internal investment strategy meeting later, and if you tell everyone your analysis, I believe they will clearly understand the current market trend and make the right investment strategy." Xu Zhongji responded, continued to stare at the frozen market of the two cities, and said with emotion, "This is really a feast for shareholders!"

And he was full of emotion, and wondered whether Su Yu was aware of the potential risks that may exist in the market, and wondered when Su Yu would take profit from the position.

At this moment, Yuhang Investment Company, in the internal trading room.

After some review and analysis, Zhao Lijun also put forward a similar market view to He Hong, believing that it may be difficult for the Shanghai Index to really stand firm at the 2,500-point bull and bear line mark, and that the two main lines of market speculation of "infrastructure" and "state-owned enterprise reform" are about to enter the final stage.

"At a time when the market sentiment is unanimously bullish, the market is breaking through quickly, and there are no bearish voices in the market, you can see the potential risk points of the market, which is very good." After listening to Zhao Lijun's review and analysis results, Su Yu praised with a smile and continued, "Indeed, all the support of the market comes from a steady stream of incremental funds, and the reason why incremental funds continue to flow in is because of the continuous money-making effect shown by the market."

"Without the key factor of continuous money-making effect, all the so-called market continuation is just a castle in the air, and it is vulnerable."

"The stock price will not rise to the sky, and there will always be an end to the speculation when buyers and sellers play against each other."

"Infrastructure" and "state-owned enterprise reform" The two core main lines have kidnapped the market in the short term, and the index has risen from 2100 points, thanks to the outbreak of the two core main lines of "infrastructure" and "state-owned enterprise reform".

"So, your judgment of this potential risk point, logically speaking, is no problem."

"However, the investment opportunities in the market are never static, but obviously dynamic."

"At present, there is no field that can take over the two main lines of "infrastructure" and "state-owned enterprise reform", and there is no other main line to rotate the market.

"At this time, the market, sentiment and confidence have actually been heated up by the continuous money-making effect shown by the two main lines of "infrastructure" and "state-owned enterprise reform".

"In other words, under the already hyped market sentiment and the relative recovery of market confidence."

"In fact, it is much easier to find opportunities than in the previous downturn in the market, in other words...... At this time, calmness and caution are appropriate, but pessimism is not."

"Hmm!" Zhao Lijun responded to Su Yu's guidance, "Thank you Mr. Su for your compliment."

"Starting from the next trading day, gradually reduce your position and take profit." After Su Yu responded to Zhao Lijun, he looked around at the two trading team members in the entire trading room, and then said, "The more it rises, the more it sells, and at the same time we must avoid the dragon and tiger list, we can't expose our intentions early, after all, the influence of our fund is not small now, once the intention is exposed in advance, the market trend will change unpredictably, hindering our trading strategy."

Of course, Su Yu made up his mind to reduce his position at this time.

In addition to what Zhao Lijun said today, there is also what he talked about with Li Meng before, he vaguely felt that the market regulator should be unable to sit still, and the resumption of the IPO is likely to be close to the end of the day.

However, he did not tell everyone about the judgment of the high probability of a rapid restart of the IPO at the moment.

After all, all this is just his speculation, and without smooth logical support, there is naturally no need to say it.

"Good!" Li Mengying said, "This wave of rebound, we have made a lot of money on the two main lines of "infrastructure" and "state-owned enterprise reform", and now the chips of the two main lines are loosening at a relatively high level, and the mood has once again changed from disagreement to agreement.

The company's two main funds, in the two core main lines of "infrastructure" and "state-owned enterprise reform", have extremely large market capitalization.

Now that you've analysed the potential risks, it's time to react in advance.

Of course, it is different from the investment strategy change made by "Yuhang Investment" after the review......

In the market at the moment, the majority of investor groups, whether it is online stock forums, financial media comment areas, or social networking sites, many retail investor groups, institutional analysts, and financial influencers...... A series of people, in view of today's market shocks, once again hit a new high of rebound, a strong stand at 2400 points, is still strongly bullish, and the call for a "bull market" is getting stronger and stronger, more and more people are recognized, it can be said that no one is aware of the potential risks that may exist in the market!