"Yes!" Liu Ziliang bowed slightly, "When the influence of the trading seat of 'Fortune Road' is greatly reduced in the hearts of many investors, the role of 'Yuhang system' funds in guiding market conditions and emotions will be weakened simultaneously, and as long as the majority of retail investors and capital groups in the market are no longer so crazy to chase this main fund, then the 'Yuhang system' is no different from the ordinary main funds in the market." ”

When Chen Shen heard Liu Ziliang's words, his worries about the obvious lack of confidence in the operation of the market disappeared in an instant, and he responded excitedly: "Yes, yes...... As long as the undefeated myth of the "Yuhang Department" is broken in the market operation of "winning a hundred battles", it will lose the gathering and following effect of the majority of retail investor groups and floating capital groups, and it will be impossible for this fund to use the method of "four or two thousand catties" to trigger the market market. ”

"So ......"

Chen Shen smiled and continued: "If you purely play the game with the amount of funds in your hands, then this capital will have no advantage on the disk, and it can only be reduced to ordinary main funds that go with the flow." ”

"Yes, that's the truth." Liu Ziliang nodded and said, "The reason why the main capital of the 'Yuhang Department' can be invincible on the market and lead to speculation is because the current active capital system of all parties in the market is too strong for this main force. ”

"Directly knock out this strong follow-up effect, and the capital of the 'Yuhang Department' will no longer have any basis on the disk."

"And ......"

Liu Ziliang's eyes were bright, smiled, and continued: "In the current market, the main institutions of all parties have been the dominant market heat for this share of funds, as well as the method of frantically harvesting profits, there is already a serious dissatisfaction spreading, when we destroy the 'trading myth' of this capital on the disk, once the main market direction is completely led to the small and medium-sized board, the gem 'growth stocks' line, many main funds will follow." ”

"And tomorrow there will be an offline investment strategy exchange meeting organized by the industry, with the help of this exchange meeting, we can also do a lot of things."

With Liu Ziliang's analysis and explanation......

Whether it is fund manager Chen Shen or other core traders of Pingyin Asset Management, the originally depressed mood has also begun to become full of confidence again.

At the same time, the magic capital, Zexi Investment Company, the main fund trading room.

After carefully observing today's Dragon and Tiger List trading data, Xu Shen's expression was also quite surprised and excited: "Hehe...... I really didn't expect that the smashing of Internet speed technology and LETV turned out to be the capital of the 'Yuhang Department', but fortunately it smashed the market, otherwise the market trend and the main motives of the main forces really can't be understood. ”

"Is it clear now?" Next to Xu Shen, Zhou Kan reviewed the data of the Dragon and Tiger List for a long time, but still didn't understand, and asked, "What does the boss mean by the words 'fortunately the wealth road has been smashed'?" Why can't I see what the 'Fortune Road' is trying to do? ”

Xu Shen smiled and said: "Combined with today's market trend changes, today's data on the Dragon and Tiger List is already quite clear, remember what I said before, the intraday Shanghai Index, Shenzhen Index, ChiNext Index, Small and Medium-sized Board Index, these major indexes, the reason why the trend divergence is so big, is because there are main funds in the field deliberately guiding this, right?" ”

Zhou Kan nodded and responded: "Naturally, I remember that the boss said that today's plate is obviously like a 'fairy fight'!" ”

"Now, these 'two-way immortals' have basically revealed their true faces." Xu Xiang said with a smile.

Hearing this, Zhou Kan finally reacted and exclaimed: "The boss is talking about the capital of 'Fortune Road'...... As well as Netspeed Technology, LeTV, Huayi Brothers, Ren Zixing, 2345, which are the main funds of the main buying seats of the stocks on the list, which institution has linkage? ”

"Hmm!" Xu Shen nodded slightly, "Today should be the competition between these two funds." ”

"What about motivation?" Zhou Kan asked again.

Xu Shen said without thinking: "Compete for the liquidity of the market, and at the same time...... It is also competing for the direction of the market's sentiment and expectations. ”

"Got it!" Zhou Kan's mind became more and more inventive, and he took over and said, "The direction of these two funds, which should be heavily positioned, happens to be in the main line areas of 'large infrastructure', 'military industry' and 'Internet finance' in Shanghai, as well as the main lines of 'film and television media', 'Internet software' and 'Internet application' in Shenzhen." ”

"At the same time, the current market liquidity cannot cover the collective breakthrough trend of multiple main line markets."

"Therefore, in order to maximize the interests of the chips they hold, they have to take the initiative to guide the market, and want to guide the main line of the market to the main line of their heavy positions."

"Yes!" Xu Shen nodded and said, "This is the logic, and there is no doubt that the capital of the 'Yuhang Department', the heavy position field, is indeed in the main areas of 'infrastructure', 'military industry', and 'Internet finance', and the other institutional capital is most likely in the first-line field of the small and medium-sized board and the 'concept growth stocks' of the gem you just mentioned." ”

"Moreover, after the capital of the 'Yuhang Department', the use of the 'Fortune Road' on the Dragon and Tiger List is a statement."

"Many investor groups in the market who pay attention to the trend of this main capital should be able to guess the direction and motivation of the main position of the 'Yuhang system'."

"Does that mean that the follow-up market trend will most likely develop in the areas of 'infrastructure', 'military industry', and 'Internet finance', which are the main positions of the major 'Yuhang system' funds?" Zhou Kan pondered for a moment and continued, "And after the data of the market dragon and tiger list came out, the reaction of the entire investor group, especially the retail investors, and the market investment sentiment are still biased towards the 'infrastructure', 'military industry', and 'Internet finance', which are the hot main areas in the early stage." ”

Xu Shen pondered for a while and responded: "At present, under the influence of the core hot stocks on the main line of the three 'concept growth stocks' of 'Yuhang Department's use of the 'Fortune Road' trading seat and the rapid smashing of the three 'concept growth stocks' of the three 'concept growth stocks', the market investment sentiment and the expected direction are indeed re-moving towards 'infrastructure', 'military industry', ' Internet finance's and other popular main line areas in the early stage have shifted, but if it is judged that the subsequent market trend will inevitably shift and change to these major early main line areas, it is still a bit arbitrary. ”

"The boss thinks that the market still has variables in the choice of the direction of the follow-up main market?" Zhou Kanwei asked in surprise.

Xu Shen bowed slightly, and said: "The divergence of the market will not end so soon, this in the 'film and television media' sector suddenly hit the blockbuster hype stimulated by the institutional funds that guide the main line of the market to the small and medium-sized board and the gem 'concept growth stocks' The trading behavior of the core leading stocks in the field of concept growth stocks. ”

"Moreover, you look at the trend of today's 'infrastructure', 'military industry', and 'Internet finance'."

"Although these lines, a number of 'Yuhang system' heavy stocks are not on the list, but it can also be clearly seen that these suspected 'Yu Hang' heavy position concept stocks have also been smashed by a large number of main selling funds."

"This shows that these two main funds that guide the direction of the market are basically the same in terms of maintaining the market and guiding market sentiment."

"Moreover, it can be seen that ......"

"These two main funds, respectively in the morning and afternoon, obvious traces of hand-to-hand."

"As for the main line of the market outlook, where does the market wind yearn to turn ......?"

Xu Shen said this, paused for a while, pondered for a moment, and then continued: "It depends on how these two funds continue to guide the market in the future, as well as the changes in the news and other funds." ”

"In fact, relatively speaking, I think that in terms of short-term opportunities, there are still more opportunities in the main line areas of 'film and television media', 'Internet software', 'Internet application', and 'concept growth stocks' of the gem, after all, in order to prevent market conditions and investment, speculation and sentiment from further moving to the early main line areas such as 'infrastructure', 'military industry', 'Internet finance', and 'Yuhang system' heavy position in the field of stocks, this motive is in the small and medium-sized board, gem' The main institutions in the main line of concept growth stocks will definitely invest heavily in the "Fortune Road" after the smashing of the market, pull the market strongly, and continue to maintain the hot money-making effect and strong trend of the "concept growth stocks" of the small and medium-sized board and the gem. ”

"Because that's the only way to do it...... Only by this share of funds can it better compete for market liquidity when the influence of its own trading seats is much less than that of the 'wealth road', and can it maintain the market's investment expectations and speculation, and further penetrate and spread in the direction of 'concept growth stocks'. ”

"At the same time, there is another reason, which also causes me to be more optimistic about the small and medium-sized board and the 'concept growth stock' line of the gem in the short-term opportunities."

"What is the reason?" Zhou Kan listened attentively, and couldn't help but answer and ask.

Xu Shen smiled and continued to answer: "It's very simple, compared with the main line of 'big infrastructure', which is the heavy position of the 'Yuhang system', 'film and television media', 'Internet application', and 'Internet software', the core hot lines of today, the overall market value and circulation volume are much smaller. ”

In other words......

"It is the line of 'big infrastructure', and if there is to improve, the entire market must work together."

"And the lines of 'film and television media', 'Internet application', and 'Internet software', as long as there is a certain emotion and expectation, there are main funds that dare to buy decisively, and a few leading stocks with a strong board are easily brought up."

"In the short-term hype, the size of the circulating disk is very important!"

"Of course, because the market value and circulation volume of these lines are not very large, it is difficult to accommodate too many main capital activities, so these lines, in terms of long-term investment logic, are not as good as the line of 'large infrastructure'."

"What the boss means is that the market in the short-term performance must still be dominated by the speculation of 'concept growth stocks'." Zhou Kan thought for a while and concluded, "In the medium and long-term direction, it is obvious that the line of 'big infrastructure' is more advantageous, and we can try to participate in the short-term speculation in the direction of 'concept growth stocks', but the core stock chips in the direction of 'big infrastructure' still don't need to move too much." ”

"That's pretty much it in my opinion!" Xu Shen nodded and asked with a smile, "What do you think?" ”

Zhou Kan scratched his head and said: "In the medium and long-term direction, I am also more optimistic about the main line of 'large infrastructure', after all, on the macro side of the market, there are so many favorable policies in the direction of 'infrastructure', and at the same time, the scale of the industry is also expanding rapidly, and the corresponding performance has also reached an inflection point. ”

"And ......"

Zhou Kan smiled and continued: "Even if the two lines of 'big infrastructure' and 'concept growth stocks' are compared, the current position of the stocks of large infrastructure is far lower than that of many concept growth stocks, after all, the line of 'concept growth stocks' has been speculated by the market too many times in the past two years. In the two major areas of the smartphone industry chain, the scale of the industry has exploded rapidly, and the corresponding concept stock performance has exploded rapidly, but in the whole direction, investor expectations have been full early, and the valuation and stock price are not cheap. ”

"Of course, according to what the boss said, the short-term follows the market sentiment."

"Temporarily, the small and medium-sized board, the gem 'concept growth stocks' line, the front of the silent for more than half a year, now in the 'film and television media' sector of the hype outbreak, there should still be a wave of short-term market."

After speaking, the two of them continued to sort out the after-hours data, and roughly set the trading strategy for tomorrow.

And in the same amount of time......

As Xu expected in detail, other major institutions in the entire market, such as Yanjing Anlan Fund Company, Yanjing Huashang Securities Proprietary Investment Department, Yanjing Huaxin Securities Proprietary Investment Department, Modu E Fund Co., Ltd., Modu Yinghui Fund Co., Ltd., Yuhang Anzhao Fund Co., Ltd., Yuhang Jingda Investment Co., Ltd., Yuhang Minghui Capital, Shenzhen Xinniu Fund Co., Ltd., and Shenzhen Huaxin Securities Investment Strategy Department...... Fund managers and asset management business leaders from other institutional groups are also studying the buying and selling data of the 'Fortune Road' on today's Dragon and Tiger list, as well as the motivation behind its buying and selling data, and making corresponding investment strategy adjustments in a timely manner.

Of course, in the performance of the market news side.

These groups, chief analysts of financial institutions, as well as chief investment advisers and investment managers, are still deliberately avoiding the discussion of the legendary seat of the 'wealth road', and continue to insist on being brainless bullish on the market from various market expectations, and are optimistic that the Shanghai market will continue to break through and open up new upside.