"I agree with Manager Fang." At this time, Mu Zhengxing on the side also interjected, "This should be just a weak rebound after the short-term rapid overfall of the market, it is difficult to have continuity, we have missed a good opportunity in the trading strategy before, and we should not make the same mistake again this time." ”

Liu Xin saw that the two important people who manage fund products both thought that this was just a weak rebound trend of a downward relay, and after a moment of silence, he fully agreed with the two people's analysis of the market, and said: "That is the case...... Then follow your opinion, Manager Fang! ”

"Good!" Fang Xinsheng responded and quickly made a deployment.

At the same time, the magic capital, Yinghui Fund Company, increased its position sharply at a high level, and also because of the disadvantages of the news channel, before the negative fermentation last week, missed the best window to reduce the position of the 'Yinghui No. 1' fund product trading room, fund manager Liu Guanhai was quite hesitant: "A bit bearish landing, the market long and short situation turned instead!" Ay...... At this time, it is not to sell, and it is not to sell. ”

"Mr. Liu, I feel that this morning's plate is still quite imposing." Seeing that Liu Guanhai was quite hesitant in his heart, and seemed to be shaken by the trading strategy he had formulated before, Yu Lei, the trading team leader on the side, said, "According to the emotional reaction of the market and everyone's expectations, the market is bearish today, and it should have fallen sharply. ”

"And ......"

Yu Lei paused and continued: "Looking at the morning market, the strongest plate area is still the two core main lines of 'infrastructure' and 'state-owned enterprise reform' that we have not had time for large-scale reduction before. ”

"The main funds of the market are replenished to these two core main lines on a large scale, which proves that the market potential of these two core main lines has not been exhausted before, so we are in the established position reduction strategy, I think it is better to slow down and look at the trend in the afternoon and tomorrow morning."

"Regardless of whether the large-scale replenishment of this wave of main funds can create a new round of continuous market profit-making effect after the bearish landing, there will definitely be a short-term rebound, even if we want to reduce our positions...... It should also be able to find a relatively better selling point in the follow-up session, so as to reduce the net value drawdown of our fund. ”

"Well, there's some truth to what you're saying." After listening to Yu Lei's analysis, Liu Guanhai nodded more agreeably, "The index opened so low in the morning, and only after a wave of killings and declines can it continue to be red, which is enough to prove that today's market has a strong buying attitude, so ...... In the case of market liquidity gradually recovering and relatively abundant, there is naturally no need to rush to sell chips and cut all positions at a low level. ”

"That's it......"

Liu Guanhai pondered carefully for a while, paused, and continued: "There is a lack of liquidity on the disk, and there is still no sign of rebound in today's intraday stocks. ”

"In short, while we fully consider the trading risks, we must also respect the existing trend results reflected by the market."

"Regardless of whether the market is bearish, today is a short rebound, or a new round of long market start, we streamline the position target, and continue to go weak and stay strong, which is always right."

"Good!" Yu Lei responded, "I'll arrange it immediately." ”

After speaking, Yu Lei looked at the traders in the trading room who had returned to work after eating, and quickly began to arrange the trading tasks for the afternoon.

Again, at this time, there is another trading room in the same company.

In the trading room of the 'Yinghui No. 2' fund product, fund manager Shao Xiaoyun looked at the performance of the disk that had been fixed in the morning, and basically had the same hesitation as Liu Guanhai in his heart: "If it is weak or not, it will be strong, and if it is not strong, it will be weak. ”

Speaking of this, Shao Xiaoyun pondered for a while, then turned his head to look at Liu Changling, the trading team leader on the side, and asked, "Changling, what do you say?" What are your thoughts on this morning's market? ”

Liu Changling pondered for a moment and responded: "Whether it is news or emotion, this morning's trend must have deviated from the expected direction of the market, just as Mr. Shao just said, 'if it is weak or not, it is strong, and if it is not strong, it is weak'. ”

"Do you think this is the starting point of a new round of the market, or a relay rally in a downtrend?" Shao Xiaoyun continued to ask, "What do you think we ...... Is it necessary to adjust the previous trading strategy? We still have a lot of positions that have not been reduced to the specified position, should the sea continue to be reduced? ”

Liu Changling responded: "It is really hard to say whether it is a new market starting point, or a relay rebound in a downward trend, it depends on the continuity of the market in the afternoon and even tomorrow, so it is easy to judge, especially if the two first-line leading stocks with high market attention can be completely reversed, and the second wave of relay speculation will be recalled, then the entire market may be really alive." ”

"As for the trading strategy in the current market ......"

"I think we should not rush to change before the market comes out clearly, turn defense into offense, but we can appropriately slow down the pace of reducing positions, see more of the market's next reaction, and then make important trading strategies for the better."

Shao Xiaoyun thought for a while and said, "According to what you mean, let's be a wait-and-see person for the time being?" ”

Liu Changling nodded and responded: "Almost, the current overall position level of our fund is still around 60%, in fact, the position is not low, when the market trend is still uncertain, it is really not appropriate to increase the position upward, and at the same time, ...... In view of the unexpected rebound trend of the market, it is not good for us to carry out large-scale killing and selling according to the previous trading strategy at this juncture, and lose low-level chips for no reason, so it is a better choice to wait and see. ”

"Well, that makes sense." Shao Xiaoyun listened to Liu Changling's analysis, and finally fixed his eyes on the two stocks of 'Beixin Road and Bridge and Beijiang Jiaotong Construction' in the market, and looked forward to it, "I hope that in the afternoon, the two first-line popular leaders of 'Beixin Road and Bridge and Beijiang Jiaotong Construction' can truly and completely reverse the previous decline and condense the money-making effect." ”

After speaking, Shao Xiaoyun smiled and said: "Since the market trend does not change as expected, and the selling point and buying point are not so obvious at present, then according to what you said, let's wait and see!" ”

"Okay!" Liu Changling answered, and stopped talking.

At this time, the major asset management institutions are all wrong and surprised by today's market trend, and have made different trading strategy changes.

At this time, as the most active investor group in the market, the investors have a different attitude.

I saw that in the Yuhang main tour group where Su Yu was located, the discussion news at noon had been rapidly refreshed in the group.

"This morning's bottoming out rebound is really beautiful, and even the 'Beixin Road and Bridge', a stock with a large number of orders to seal the fall limit, has almost dried up to the floor."

"I have to say that at the moment of more than 10 o'clock in the morning, the main capital of the pull-up is really bullish!"

"Indeed, the bearish sentiment in the market seems to be extremely heavy, but the large-scale potential sell-off in the market has reached a low level."

"Smart money will run away before it lands."

"Just because there are too many smart big funds in the market that fled before the bearish landed, so after the bearish landing, the upward pressure on the market is much lighter than before the bearish landing."

"Another point, that is, last week, the Shanghai Index plummeted continuously, and the decline in two or three days was large enough, to a certain extent, while reflecting the bearishness, some short-term obvious overfalls, which has the space for today's market to bottom out, right?"

"There are also several reasons why the rules listed in the new IPO policy are slightly stronger than the market generally expects."

"Whatever the reason, the market has rebounded, and the results have appeared, so don't delve into the causes, but think about how the market will change in the afternoon?"

"The market in the afternoon should most likely continue the rebound trend in the morning!"

"Yes, look at the morning market trend, in the closing stage from more than 10 o'clock to 11:30 at noon, the two cities can be on the time-sharing volume, although the volume is not very sufficient, but the willingness of the main funds to buy the bottom, as well as the strength, is quite resolute, I think the market continues to rebound in the afternoon, there is no problem."

"Indeed, looking at the flow of main funds in the market in the morning, the strength of the buying is indeed quite resolute."

"In this position, in any way, there should be a rebound."

"Regardless of whether it rebounds or reverses, as long as there is a money-making effect, it will converge."

"If you want to do the market today, I feel that we still have to look for opportunities in the two core main lines of 'infrastructure' and 'state-owned enterprise reform', after all, from the perspective of the morning market, whether it is the amount of net inflow of main funds or the attention of the majority of retail investors, these two core main lines are the most."

"Well, there is no doubt that the two core main lines of 'infrastructure' and 'state-owned enterprise reform' are still the core areas of unshakable speculation in the market."

"The strong are always strong, it seems that the market of the two main lines of 'infrastructure' and 'state-owned enterprise reform' is not so easy to end."

"At least the real estate sector, the morning has been a bit of a reversal."

"Real estate is really strong, I really didn't expect Kumho Group to go straight to the limit in one go."

"It's all up to the 'Kumho Group' to detonate the anti-package expectations and sentiment of the real estate sector, otherwise the real estate sector may not be able to go so strong."

"Speaking of which, the two leading stocks of 'Beixin Road and Bridge and Beijiang Jiaotong Construction' also have anti-package expectations today!"

"'Beixin Road and Bridge' is 2 or 3 points away from the ground and sky board."

"In today's market, will there be a trend of the earth and sky?"

"I feel that there must be, and it must be the check of 'Beixin Road and Bridge', after all, the mood has been pulled here in the morning, and the check is weak in the afternoon, so the market rebound will not be steady."

"Hey, it's a pity that in the morning, I hesitated, and I didn't dare to copy the check of 'Beixin Road and Bridge' on the drop limit, which is really a big loss."

"It's not just a big loss, it's a blood loss!"

"Like this kind of leading stocks, in fact, a few down limits in a row, the middle chips are completely broken, once the fall limit is opened, it can be done in a wave."

"No one could have imagined that the market would suddenly become stronger!"

"Indeed, if you don't analyze it as an afterthought, just look at the market trend in the morning, even if the market does not continue to fall sharply today, it is likely to be a low-level underwater sideways shock, after all, the market time-sharing volume can be on the sideways at that time, and the shrinkage is serious, and the entire market inside and outside the market, regardless of the performance of capital attacks, or emotions, are inclined to be cautious."

"That's right, but ...... It's not too late to react, right? ”

"It's hard to say now, Beixin Road and Bridge is not cost-effective to participate in this position, even if today's Beixin Road and Bridge is up and down, under the influence of such a large range of intraday profits, there will not be much premium tomorrow, and it will be hard to rush in, carrying the risk to earn 4 or 5 points, it's not worth it!"

"At this time, if you want to follow the trend and make a plate, the first choice will definitely not be Beixin Road and Bridge, which has risen a lot, and buying Beijiang Jiaotong Construction at this time is much more reliable than buying Beixin Road and Bridge."

"Relatively speaking, at this time, there is no momentum, but the market has a certain memory impression of the second-tier popular stocks, more speculative, speculation value, such as Shibei High-tech, Shanghai Ganglian, Chongqing Development, China Fortune...... Wait a minute. ”

"Speaking of 'Shanghai Ganglian', today's 'Oriental Fortune' check is a little incomprehensible!"

"I don't understand, this check is usually bulky, not easy to rise and fall, I don't know what went crazy today, the trend is abnormal, and I don't seem to have heard of it, there is a major positive news about this stock on the market news, or good news about the direction of 'Internet finance'."

"It won't be up and down for no reason, I guess the news hasn't spread yet!"

"Huh...... If the logic of the "Oriental Wealth" stock limit is really behind the "Internet Finance" direction, there is any new blockbuster positive stimulus, then the Shanghai Ganglian, which has not yet taken off the momentum, is really promising, it is worth a fry, and there is "Oriental Wealth" in front of the top, pulling this check, it should not be effortless. ”

"Why don't you give it a try?"

"Give it a try!"

When everyone in the group had a heated discussion and expressed their personal opinions......

The lunch break of just one and a half hours passed in a flash, and the hands of time crossed at 1 o'clock in the afternoon, and the two cities ushered in the official continuous bidding trading time.

I saw that the stagnant disk of the two markets had just begun to beat, and the Shanghai Composite Index was instantly pulled upward.

At the same time, "infrastructure", "state-owned enterprise reform", "Shanghai Free Trade Zone", "Internet finance", "film and television media" and other hot main line areas with strong performance in the morning have also been chased by more funds from all walks of life in an instant, among which the core popular stock "Beixin Road and Bridge" has also rushed to the price limit at lightning speed, attracting the majority of investors who are highly concerned about this stock.