"Mr. Su, today's market is biased towards the main line of the small and medium-sized board and the gem 'growth stocks', which is becoming more and more obvious." In the trading room, Zhang Guobing reported to Su Yu after a brief review,

"And the market investment sentiment is also turning, and the main areas of 'infrastructure', 'military industry' and 'Internet finance' that are heavily held by several of our funds have shown signs of relatively concentrated main selling."

"If this continues......

"I am afraid that the market will form a consistent hype expectation earlier than we expected in the direction of 'growth stocks' on the small and medium-sized board and the gem."

"And once the hype of this consistency is expected to form."

"It will be quite difficult for us to use the market to speculate on the market in the short term and guide it to the fields of 'big infrastructure', 'military industry' and 'Internet finance' that we hope for."

"Today's market changes and market changes are much faster than I expected at the beginning of the session." Zhang Guobing said this, paused, then pondered for a moment, and then cautiously continued: "Mr. Su, I always feel that there are main funds in the market that are deliberately guiding the active follow-up funds in the market to the direction of the 'growth stocks' of the small and medium-sized board and the gem, and deliberately creating this emotional atmosphere of the market style turning. ”

"It's not just the main funds that are deliberately guiding a group of follow-up funds to converge in the direction of the small and medium-sized board and the 'growth stocks' on the GEM." Li Meng, who was also staring at the trading disk of the two cities for a long time, took Zhang Guobing's words and said,

"On the core main lines of our heavy positions of 'infrastructure', 'military industry' and 'Internet finance', especially the core concept stocks we hold in heavy positions, there are also obvious main funds deliberately pressing and smashing the market, deliberately creating signs of weak trend of the core main lines of 'infrastructure', 'military industry' and 'Internet finance' in the early stage, so as to gather the active funds on these main lines and drive them to the main line of 'growth stocks' on the GEM and small and medium-sized boards."

"Really!" After Li Meng's reminder, Wang Can, the leader of a group of trading groups, observed the disk and said in surprise,

"Today's 'infrastructure', 'military industry', 'Internet finance', these major early hot main line areas, among the core concept stocks, the main capital outflow is the most ruthless, the most smashed, and it is really a group of stocks that we hold in heavy positions."

"Master, this is our ...... Are you being targeted? Liu Yuan also discovered this problem at this time, and asked Su Yu urgently.

Su Yu stared at the big screen in the trading room with his eyes sharp, pondered for a long time, and responded: "Mr. Li is right, in today's market, the main capital has the most net outflow, and the most ruthless smashing is precisely the stock target that we have been exposed to the dragon and tiger list and has obvious traces of buying." ”

"Smash our disk, and then with the help of the hot hype of the 'film and television media', guide the market style to the small and medium-sized board, the gem 'growth stocks' field convergence, this trader ......" Su Yu smiled lightly and said with emotion: "The timing is quite accurate, it's really not simple!" ”

"And this main fund for us, the amount of chips in the market should be quite large." Zhao Lijun took Su Yu's words and responded,

"I guess it should be one of the core main institutions in the market that have studied the position structure and operation style of our fund."

"Mr. Su, at this time, we shouldn't be passive and waiting, right?" Zhu Tianyang, who was more anxious, hurriedly raised his head and asked Su Yu.

Su Yu glanced around at the people in the trading room and responded: "Market trading, must move in a timely manner, the reason why this main capital can accurately snipe us at this time, smashing the 'infrastructure', 'military industry', 'Internet finance' these popular main lines in the early stage, so as to use the 'film and television media' This is a good direct impact of the market main line of hype sentiment, the main line of the market, successfully led to the small and medium-sized board, the gem 'growth stocks' field." ”

"It is also accurate to see that at this time, there is great pressure on the Shanghai Composite Index at 2300 points."

"At the same time, I understand that the popular main lines of 'infrastructure', 'military industry' and 'Internet finance' have accumulated too many profit-taking chips after a continuous rebound in the previous week, and have come to the time node of chip structure adjustment and short-term long-short divergence."

"And then there'......"

"'Film and television media', which can clearly represent the small and medium-sized board, the gem 'growth stocks' main line of the concept of the plate, happened to appear industry-wide blockbuster, driving the market investor group for the small and medium-cap concept stocks of the hype sentiment, and due to our fund yesterday in the 'film and television media' line of follow-up operation, the 'wealth road' seat in the dragon and tiger list was heavily exposed, but also gave this capital today to guide the market to the small and medium-sized board, gem' The shift in growth stocks has further fueled the speculation among market investors in small- and mid-cap stocks. ”

"Generally speaking, the other party's sniping at us at this time is also in line with the change in market sentiment, the change in market trends, and the general trend of plate market rotation, rather than completely using their own capital volume and position chips to trigger a shift in market style."

"This is the so-called trading idea of four or two thousand pounds, moving at the right time, luring market sentiment and leading the direction of the market, right?" After Su Yu's explanation, Zhang Guobing understood in his heart and responded in a timely manner,

"It's really amazing, the style and trend of the market have changed, and now our institutions are ...... On the contrary, it has changed from the original active situation to a completely passive situation. Su Yu bowed slightly, and said: "Indeed, we have become the previous active situation, and now the passive situation, after all, the current volume of several main funds of our institution is too large, and in the three main areas of 'infrastructure', 'military industry' and 'Internet finance', the position is too heavy, and it is impossible to follow the changes in market sentiment and the short-term change in market sentiment, to follow the trend, to adjust positions." ”

"It's still early in the morning, and we're careless." Li Meng said,

"I thought that the active funds in the market naturally joined forces, but I didn't expect ......" Su Yu said with a smile: "What has passed, there is no need to discuss, the financial trading market, any opportunity, once missed, there will be no more opportunities to choose, we can only look forward, to ponder the market trend behind, to think about how we will be the current passive situation that is not conducive to us, and turn it into an active situation that is conducive to us." ”

"You already have an idea in mind, right?" Li Meng saw Su Yu's relaxed and unhurried face, and asked.

Su Yu smiled, but did not answer directly, but looked around at the people in the trading room, and asked again: "If it is one of the several main funds of your overall trading company, how will you choose in the face of the current market changes?" Where will we start to reverse our current passive situation? Hearing Su Yu's inquiry, Wang Can was the first to answer: "We have analyzed before, from the perspective of medium and long-term investment, as well as the speculation of expected differences, it is obvious that the lines of 'infrastructure', 'military industry', and 'Internet finance' are better than those of the small and medium-sized board and the growth stocks of the Growth Stocks, 'film and television media', 'Internet software', and 'Internet application'." ”

"Moreover, the Shanghai Composite Index is currently only one step away from 2,300 points."

"According to the weight proportion of the constituent stocks of the Shanghai Index on the main line of the entire 'big infrastructure', it should be easy to leverage the large-market index with the main line of 'big infrastructure'."

"The logic of investment and speculation are still there."

"Moreover, the confidence of investors in the lines of 'infrastructure', 'military industry' and 'Internet finance' has only appeared in a certain divergence in today's situation, and has not completely collapsed."

"In this case, why don't we directly inject funds into the afternoon market trend, strongly pull up the line of 'big infrastructure', mark the index to 2300 points, and at the same time save market investors' investment confidence and position confidence in this line? As long as the Shanghai Index can stabilize at 2,300 points, everyone's investment confidence and position confidence in the line of 'big infrastructure' will definitely pick up, so that the current situation of the weak main line of the entire 'big infrastructure' will be solved. ”

"But we don't have a lot of cash available for our current funds." After Wang Can finished speaking, Liu Yuan couldn't help but remind,

"What if it is smashed into it after noon, and the market of the 'big infrastructure' line is not pulled up, and at the same time, the Shanghai Composite Index fails to stand at the 2,300-point mark?"

"Then we will become more and more passive after we have consumed all the available funds in the account."

"Moreover, once we go all out and can't pull up the board, then the opponents who are currently sniping at us will understand our position structure and concerns better."

"After that, the other party will definitely increase the smashing of our position targets, and further guide market sentiment."

"Thus locking us into several main line areas that we currently hold heavily holdings."

"Generally speaking, our current position level is too high, and we have lost the flexibility to respond to market changes, even if we fight back, we only have one chance to transform the current passive situation into an active situation."

"Today's overall investment sentiment in the market is not weak, and there is no more extreme panic selling in the lines of 'infrastructure', 'military industry' and 'Internet finance'." Wang Can responded to Liu Yuan's words,

"Let's go all out, how can we not pull up the plate?"

"Ah Can, Liu Yuan is right, you are ignoring the basic situation of our fund's current position level, and you are completely brutal." Zhao Lijun, who had a good relationship with Wang Can, glanced at Wang Can speechlessly and said,

"If you do this, we will definitely be eaten to death by the other party, and in the end we can only watch the market style fall one-sidedly in the direction of the small and medium-sized board and the gem 'growth stocks', and we can't do anything, either completely short this wave of market, or passively cut positions on the main lines of 'infrastructure', 'military industry', and 'Internet finance', chasing the main line market direction guided by the other party."

"What then?" Wang Can scratched his head. For the logical judgment and formulation of trading ideas in this regard, he naturally lacks some.

Therefore, Su Yu and Li Meng only dared to put him in the position of a trading team leader, so that he didn't have to think about too complicated trading ideas, but only needed to execute trading operations.

Liu Yuan thought about it, followed Wang Can's question, and then said: "If we want to lead the market trend back to the original main line direction, we must first guide the market sentiment, gradually establish confidence in holding shares and investment in this direction, and maintain or expand the money-making effect in this direction." ”

"For example, leading stocks with mainline concepts such as 'Shanghai Construction Engineering, Northern Xinjiang Communications Construction, Tianshan Cement, and Pudong Construction' cannot be discounted, and the popularity of these stocks must be maintained, and the continuous money-making effect of these stocks can be maintained in order to make the market sentiment turn back."

"Also, our position is too heavy, and the cash flow of the control is insufficient."

"Therefore, when maintaining the market of these stocks, we must simultaneously reduce some non-core stocks in other directions to withdraw funds and maintain the dynamic balance of positions."

"My suggestion is to reduce the position of the 'film and television media' main line stocks that we just bought yesterday."

"Didn't the sniping fund of our institution use the 'Fortune Road' seat that we bought heavily on the 'film and television media' to make a wedding dress for him?"

"Then we can reverse-engineer it again."

"Maintain the money-making effect of the popular concept leading stocks in the three main directions of 'big infrastructure', 'military industry' and 'Internet finance', and at the same time smash the 'growth stocks' of the small and medium-sized board and the gem in the direction of 'growth stocks', the core and the most hyped 'film and television media' core concept stocks will definitely be able to quickly disrupt the rhythm of our opponent's trading, and bring back the vast number of retail investors and a group of floating capital groups that are currently gathering in the direction of 'growth stocks' on the small and medium-sized board and the gem."

"As long as there is no cooperation between the majority of retail investors and tourist capital groups."

"The line of 'growth stocks' on the small and medium-sized board and gem is likely to be difficult to continue and get out of a higher space."

"And as long as the market trend can be turned back to the lines of 'infrastructure', 'military industry' and 'Internet finance', then we will have the initiative in the market again."

"Well, that's good!" After listening to Liu Yuan's thoughts, Su Yu bowed slightly, expressed his praise, then thought for a moment, and said,

"But...... What if you maintain the market of concept stocks such as 'Shanghai Construction Engineering, Beijiang Communications Construction, Tianshan Cement, and Pudong Construction', but core large-cap constituents such as 'Huaguo Metallurgical Corporation, Huaguo Construction, Conch Cement, and Gemdale Group' continue to be smashed and cannot be stabilized? ”

"In this situation, relying on a few popular leading concept stocks alone can't pull up the market."

"At the same time, the line of 'film and television media' is in the stage of extreme heavy positive expectations to be cashed out, and the amount of chips we bought in this direction is all smashed out, in this extreme emotional stage, it has little impact on the line of 'film and television media', and it is impossible to achieve the expected effect in the idea you just said."

"Can't you? Liu Yuan saw that Su Yu quickly pointed out the problem of the trading plan he had formulated, and his expression was slightly frustrated. Su Yu smiled and said: "It's not that it can't work, but the timing is not right, the trading plan, or to correspond to the market timing, all the trends of the market, are the joint efforts of the funds in the field, we are not gods, no matter how large the amount of funds in our hands, we can not fight against the market trend, at best, we can only follow the trend of development, timely guidance, and make full profits from it." ”

"I see!" Hearing Su Yu say the words 'move at the right time' again, Zhang Guobing, who had been pondering, looked quite excited, his eyes bloomed brightly, and he hurriedly said,

"What Mr. Su means...... We have to wait for the short-term hype divergence of the 'growth stocks' line of the small and medium-sized board and the gem to appear, and then we will have the best time to fight back? ”