Chapter 499: The Undercurrent of Market Sentiment!
Next to Zhou Kan, Xu Shen was also stunned when he saw the data of the Dragon and Tiger List, and he didn't expect that there would be so many 'Fortune Road' main seats.
Of course, compared with the purchase volume of 'Fortune Road' on the main line of 'big infrastructure' some time ago.
Today's buying volume is actually nothing.
However, today's 'Fortune Road' buying opportunity is quite sensitive compared with the main buying trend some time ago.
"This Mr. Su of the 'Yuhang Department', I am afraid that the gains outweigh the losses when he conducts such a public operation." Xu Shen sighed, "We can see that he has signs of attacking in advance on the stocks related to 'film and television media', and other major institutions and main funds can also be seen." ”
Zhou Kan bowed slightly: "I also think that there is a big problem with such an open operation, the 'Yuhang Department' is already on the cusp of the attention of various institutional groups in the domestic asset management industry, and even the majority of investor groups. ”
"Even if today's 'Yu Hang Department' does not involve the issue of 'insider trading' in the operation of the 'film and television media' line, its radical scramble, the use of seat influence, and further intensification of the market investment sentiment of the 'film and television media' line will also cause dissatisfaction among many similar investment institutions, right?"
"That's for sure!" Xu Shenying said, "Although in the financial trading market, how much you can earn depends on your ability, but in essence, no one likes to 'eat alone', and it is precisely the 'Yuhang Department' that is guilty of this problem now, I guess...... In the face of such a radical and domineering rush to raise funds in the 'Yu Hang Department', the follow-up stocks with heavy positions in the 'Yu Hang Department' are not expected to be tough and the market cannot get around the stocks that must be speculated, and most of the other major institutions in the field are afraid that they are not willing to give the 'Yu Hang Department' and the 'Fortune Road' a sedan chair. ”
"According to the data of the Dragon and Tiger List during this period, the position stocks exposed by the 'Yuhang Department' are still in the direction of 'big infrastructure'!" Zhou Kan briefly reviewed the data of the dragon and tiger list that appeared on the 'Fortune Road' during this time, and said, "According to your statement, boss, doesn't this mean that we have to reduce our positions or avoid the line of 'big infrastructure'?" ”
"...... at the same time"
Zhou Kan thought for a while and continued: "If the market does not break through from the direction of 'large infrastructure' with a high weight of 'Yuhang Department', which direction will it go? Other main market directions, compared with the line of 'big infrastructure', either the expected logic is not hard enough, and the market is not in a good mood to follow the trend, or like the line of 'film and television media', the overall main line market value is not large enough, the index weight is not high enough, and the single-line market cannot drive the entire market. ”
"I mean that most of the main funds in the market should avoid the stocks with higher weights of the 'Yuhang system', and I didn't say that the main direction of the breakthrough will change." Xu Shen smiled and responded, "In the entire field of 'large infrastructure', building decoration, building materials, real estate, steel, cement, public transportation, machinery and equipment, high-speed rail, as well as 'state-owned enterprises, central enterprise reform and reorganization', 'Shanghai Free Trade Zone', 'infrastructure construction', 'rural revitalization', 'urbanization' so many concept main lines, a total of hundreds of stocks, 'Yuhang Department' can account for how many percent of the stocks?" ”
"In other words, in the entire field of 'big infrastructure', after avoiding the stocks with a higher weight of the 'Yuhang system', there are still many stocks with speculation logic and investment value."
"If you don't want to give the 'Yuhang Department' the funds to lift the sedan chair, you can also do these stock targets."
"Of course......"
"The market has not really achieved a breakthrough, and before it has completely come out, it is possible to change in the main line of breakthrough, after all, there is the hype sentiment support of the main line of 'film and television media', and it is not impossible for the market to break through with the small and medium-sized board and gem weighted stocks as the core."
"And, if the main funds of the market choose to form a joint force in the direction of the small and medium-sized board and the gem."
"That should be able to completely avoid the core holding area of the 'Yuhang system'."
Zhou Kan heard Xu Shen's analysis, pondered carefully for a while, and responded: "It seems that ...... We also have to make preparations with both hands, and in terms of the core stocks of the small and medium-sized board and the gem weight, we also have to take a position on the whole, so as not to make the market clear when the breakthrough trend is gradually clear, and we are like facing the line of 'film and television media', which is completely unable to keep up. ”
"Yes, yes!" Xu Shen nodded slightly, "Arrange first, build a bottom warehouse, and then observe and observe, the market is in this position, there are differences, but it is fully equipped with all kinds of expected factors for breakthroughs, we should really be well prepared, so as not to react in the case of a sudden opportunity." ”
Zhou Kan nodded, quickly responded, and then took advantage of the last half hour before getting off work.
Adjust your subsequent trading plan and investment strategy in a timely manner.
At the same time, when the two of them analyzed the market dragon and tiger list, made a judgment on the market trend in the future, and adjusted their trading strategies, at the same time, Shenzhen Pingyin Asset Management Center, Modu E Fund Management Institution, Yanjing Huarui Public Fund Company, and even CEFC Securities Proprietary Investment Department, Huatai Securities Investment Strategy Trading Department, and Huayin Fund Investment Department...... and other major market group managers, as Xu Shen expected, after seeing the data of the market dragon and tiger list, they were seriously dissatisfied with the "Yuhang Department" funds behind the trading seat of "Fortune Road".
"'Fortune Road' is insider trading, right? It is really advisable for the Market Trading Department of the Securities and Futures Commission to take a good look. ”
"How come there is a 'road to wealth' everywhere?" Yu Hang's fund, so rushing to make a market, using the influence of the seat to seriously affect the market's following sentiment, is it too much? ”
"Is there any mistake, it's the 'Fortune Road' slaughtering list again, it's just eating alone!"
"The funds behind the 'Fortune Road' seat are suspected of manipulating the stock price, right?"
"Damn, it's too ......"
"I said, why can't I grab the chips, it turns out that all the funds of the 'Fortune Road' blocked the buying channel."
"'Yu Hang' this fund, how can it be so fast, damn, this reaction, this news channel...... I'm afraid it's going to flow out from the inside, right? ”
'Can you report it?' Fortune Road's funds, today's transaction is really doubtful. ”
"The line of 'film and television media' has passed through the stimulation of 'Fortune Road', and I am afraid that there will be no good intervention points tomorrow, hey...... Is this forcing funds to return to the field of 'big infrastructure'? ”
"Do you still want to go back to the field of 'big infrastructure' to carry the sedan chair for the 'Yuhang Department'? Isn't that cheap? ”
"What's the deal, Lao Tzu doesn't want to give the 'Yuhang Department' this fund anyway."
"Who wants to? Isn't there no way? ”
"The key is that this capital has too much influence on the majority of retail investors in the market, as well as the group of floating capital who follow the trend, if you want me to say ...... It is time to prohibit this share of funds from trading with the seat of 'Fortune Road'. ”
"Indeed, it affects the normal trading of the market too much."
"It also affects the fairness of the market, I don't understand, are these investors and retail investors who follow the 'wealth road' stupid? Can't see the 'road to wealth', which is harvesting them? ”
In the internal communication groups of many institutions, everyone's complaints about the funds of 'Yuhang Department' and 'Fortune Road' are endless.
The opposite of the main community......
The majority of retail investors in the market, as well as many groups of floating capital, are quite excited and excited about the slaughter of 'Fortune Road' on the Dragon and Tiger list.
After all, according to the signs that 'Fortune Road' has shown on the Dragon and Tiger list in the past.
As long as the 'Fortune Road' buys in a big way, then the market will not be bad whether it is the main line of the 'Fortune Road' or the market of the entire market.
"Haha, Mr. Su is really powerful, the line of 'film and television media', with the blessing of Mr. Su's 'Fortune Road', should be a complete explosion, right?"
"Huace Film and Television, Ciwen Media, Yanjing Culture, Cultural Investment Holdings, Huayi Brothers, Guangguang Media, LeTV...... These tickets, tomorrow should be directly a word board limit, right? Ha ha...... Fortunately, when the market opened this afternoon, I grabbed the chips of Huayi Brothers, and tomorrow I will definitely reap a 10% profit. ”
"Today's data on the Dragon and Tiger List is really explosive."
"How many days have passed? It's not easy to say goodbye to Mr. Su's 'Fortune Road' seat. ”
"Mr. Su's 'Fortune Road' seat appeared on the Dragon and Tiger List this time, and the interval between it and the last time is not long, right?"
"I haven't seen you for a day, like every three autumns, haven't you heard of this? Saying...... Mr. Su's wealth road, during this time, after buying, I haven't seen it sold, right? ”
"Indeed, based on the data of this month's Dragon and Tiger List, Mr. Su's 'Fortune Road' and its associated institutional seats have reached more than 2 billion net purchases on the Dragon and Tiger List, and the amount of sales on the public list is still zero so far."
"Oh my God, such a big net buying?"
"Such a large amount of net buying should prove that Su is always very optimistic about the market outlook, right?"
"That's for sure, otherwise Su would always be able to keep buying so many chips?"
"Hey, it's the net value and position data of several main funds of the 'Yuhang Department', which are not disclosed now, and it is impossible to know exactly what Mr. Su's position is, otherwise...... It's really brainless. ”
"Now you can follow without thinking, looking back on the process of every large-scale purchase of Mr. Su's 'Fortune Road' on the Dragon and Tiger list, there is no continuous buying as big as this time, I guess...... The follow-up market continues to break through, which is basically a sure thing, and the line of 'film and television media', there will definitely be a big market in the follow-up, at least it should replicate the hype market strength of last year's 'Internet finance' and 'mobile games', right? ”
"If we benchmark the 'film and television media' at the moment according to the two main lines of 'Internet finance' and 'mobile games' last year, doesn't it mean that this main line has at least doubled the market?"
"Under the favorable policies of Huace Film and Television, Ciwen Media, Yanjing Culture, LeTV, Huayi Brothers, and Guangguang Media, doubling the leading stocks with direct income is at a minimum, and 3 to 5 times the space should be appropriate."
"Hopefully, I am full of positions in Huayi Brothers, I hope this wave can allow me to return to my capital and make a small profit."
"Brother, the cost of building a position is a bit high, and the Huayi brothers can also hold it?"
"Hey, last year's hype was high and the position was full, anyway...... This wave first looks at the new high, I believe in Mr. Su, I believe that the check of 'Huayi Brothers' will definitely reach a new high. ”
Many retail investor groups gathered to discuss......
At the same moment, in the main Yuhang tour capital group where Su Yu is located, in addition to being excited and excited, before the data of the Dragon and Tiger List came out, the differences on the leading stocks of the 'film and television media' line, as well as the differences in the direction of the market trend, were finally completely clear.
"There should be no doubt about it now, right?" The leading stocks in the line of film and television media have been circled out by Mr. Su's 'wealth road'. ”
"I really didn't expect that Mr. Su's 'Fortune Road' would be slaughtered again."
"The key is that Mr. Su's speed with the warehouse is too fast, right? In addition to the three checks of Guangguang Media, Huayi Brothers, and LeTV, the circulation of several other stocks involved in Mr. Su is not large, and they are all closed in the morning. ”
"Do you think other people's news channels are the same as you and me?"
"Normal, the 'Yuhang Department' fund in charge of Mr. Su has such a large amount of funds, and if there is no information channel, it is simply impossible!"
"Mr. Su, is this considered 'insider trading'?"
"What kind of insider trading is this, and it's not an ambush position in advance, waiting for the good, it's just that the news is half an hour in advance, or ten minutes in advance."
"It's not, it's really insider trading, and it won't show up on the market at all."
"Anyway, Mr. Su has bought a lot of chips recently? This month on the Dragon and Tiger list, the net purchase of Fortune Road and its associated institutional seats has exceeded 2 billion, but Mr. Su's buying volume is definitely not all on the disclosure data of the Dragon and Tiger List, and it is estimated that the entire position volume of ...... 'Yuhang Department' should exceed 10 billion scale, right? ”
"I think it's more than 10 billion holdings."
"I don't think so!"
"No matter how much, at this time, the funds managed by Mr. Su are definitely in a state of heavy positions."
"Agreed, this also shows that Su is always firmly optimistic about the market outlook, at least I think that the Shanghai Composite Index will break through 2300 points in the future, there should be no suspense, right?"
"There is also the line of 'film and television media', Mr. Su's large-scale and eager intervention, which should also show that the hype logic and expectation logic of this line are perfectly available, and it is estimated that this line is going to go through a big market, everyone...... I feel like the market is about to enter the most profitable emotional hype phase. ”
"Haha...... Let's take a brainless relay tomorrow! ”
"I have to relay, I've been resting for a few days, just waiting for Mr. Su's 'Fortune Road' to appear again on the Dragon and Tiger list."
"Again, I didn't keep up last time, how can I say it this time...... Also follow a wave. ”
"I hope that the trend of the peripheral market will be a little more beautiful tonight, so that the index will jump directly above 2,300 points tomorrow."
"The index is actually not important now, after all, the continuous money-making effect of the market has been played, as long as the market does not suddenly have a major negative effect, then the market's follow-up sentiment is not bad."
When the investors are excited and excited, there is a bright brilliance in their eyes, and they are looking forward to tomorrow's market.
Of course, no matter how the retail investor group and the floating capital group are stimulated by the trend of Su Yu's 'wealth road' seat once again a large number of net purchases, how the mood changes, it cannot change the main institutional groups, and some managers are disgusted with Su Yu and even the entire 'Yu Hang system' way of making funds.
At the same time, it is also because of this disgust......
The capital groups of all parties in the market have once again had serious differences in the judgment of the market outlook and the prediction of the main line of the market.