"Mr. Liu, it's over!"

When he saw the new regulations on 'Internet TV' issued by the State Administration of Radio, Film and Television, as well as criticizing LeTV by name, informing the market that 7 integrated service licensees were no longer allowed to cooperate with LeTV, fund manager Chen Shen instantly felt half cold in his heart, and his face became extremely ugly.

Due to their previous large-scale layout on the line of 'technological growth'.

Nowadays, among the holdings of several of their main funds, LeTV occupies a very heavy position.

Now,There has been a major negative for LETV,The market reopened on Monday,The trend of this check,It must be completely finished,One word down limit,Basically, there is no surprise。

Of course, just like this, Chen Shen will not let out this kind of emotion of 'finished'.

It's mainly the'LETV' this check,It was hyped up as the core concept of the main line of science and technology growth,Its recent period,The underlying logic of continuous strengthening,It is also this,Now...... If this check collapses completely, it will definitely not affect a single sector or a few stocks.

Almost predictable......

LETV's check has collapsed completely, and under the trend of falling to the limit, the main line sectors such as 'film and television media', 'mobile Internet', and 'Internet software' associated with it will inevitably be greatly affected, and a large number of 'technology growth' core stocks such as 'Huayi Brothers, Netspeed Technology, 2345, Guangguang Media, Huace Film and Television, Inspur Information, and Huaguo Software ......' will also be implicated.

However, it is no surprise that these stocks are all their heavy stocks!

It is precisely because of this that Chen Shen's confidence in his heart completely collapsed in an instant, and he intuitively felt that the net value of several major funds would be greatly impacted next.

"What's the panic, I don't have any concentration at all." Liu Ziliang glanced at Chen Shen, although he also sensed that something was obviously wrong in his heart, but the look on his face could still remain calm, and said, "The matter has come to this, it is useless to regret it again, think about how to deal with it!" ”

"What else can I do?" Chen Shen had completely lost his mind.

The State Administration of Radio, Film and Television criticized by name,Under the direct negative precision strike,Next Monday,LETV's stock price fell to the limit,There is no suspense at all,At this time,The market has already closed,What else can they do? Even if you want to liquidate your position at this time and make a large transaction, without a large discount, I am afraid that no one is willing to take it over at all.

"Think about how you can reduce some of your losses." Liu Ziliang said,"There's no way to check 'LETV',But the main line of 'technology growth',It's not just the'LETV' check,And our fund layout,It's far more than this check。 ”

"What does Mr. Liu mean ......" Chen Shen was in his heart, and he probably understood what Liu Ziliang meant.

Liu Ziliang gritted his teeth and said: "We have to find a way to hedge the negative news of the line of 'technology growth', otherwise next Monday, the line of 'technology growth', under the influence of the'LETV', will be lying on the ground, when the time comes, there is no liquidity, even if we want to reduce our positions and stop losses, we can't reduce it." ”

"How to hedge?" Chen Shen's whole thinking is confused, "the current market sentiment is all on the two lines of 'infrastructure' and 'military industry', and the line of 'scientific and technological growth' has been collectively abandoned by everyone, and there are very few who continue to be bullish, not to mention the line of 'scientific and technological growth', today's trend has been set into too much active funds, and next Monday, the pressure on the disk in this direction will be very large, at this time...... What can be the benefit, can hedge the negative impact of 'LETV'? ”

Liu Ziliang pondered for a moment and said: "Aren't the two lines of 'Internet finance' and 'e-commerce' also part of the conceptual sector of the hype field of 'technological growth'?" Since the Su general manager of the 'Yuhang Department' can use these two conceptual plates as a starting point to switch and shift the market to the direction of 'infrastructure' and 'military industry', why can't we use it? ”

"How?" Chen Shen asked.

Liu Ziliang said: "Didn't you hear that 'Ahri Baba' is going to be listed on the U.S. stock market? Let's take advantage of this anticipation! At the same time, isn't the capital of 'Yuhang Department' in the direction of 'Internet finance', and also has a large-scale position? We can also use it. ”

"As long as we can stabilize the two conceptual sectors of 'Internet finance' and 'e-commerce'."

"Playing the line of 'technological growth' is just a benign adjustment, and in terms of long-term investment logic, we still have the expected sentiment of the market, so we can reduce losses, or get out safely."

"Can it be done?" Chen Shen was a little skeptical about the trading strategy Liu Ziliang said, "Let's do this...... Isn't it back to the way of carrying a sedan chair for the capital of the 'Yuhang Department'? ”

Liu Ziliang responded: "At this time, what do you want to do without lifting a sedan chair?" It would be good to be able to stabilize the main line of 'technological growth' before it completely collapses, and we can take advantage of the good liquidity to first make a large number of chips and reduce the drawdown of the net value of the fund...... I can't take care of that much anymore. ”

"Okay!" Chen Shen sighed, thinking that there was only this path to choose.

"At the same time......" Liu Ziliang paused, and continued to instruct, "Through our news channels, release the news, and spread the news of 'Ahri Baba is about to land on the NASDAQ of the US stock market as much as possible, and guide market sentiment and investor expectations to speculate in this direction." ”

"We are in the direction of the two major concepts of 'Internet finance' and 'e-commerce'."

"If you don't have enough chips to control the market, you can only start from as much off-market news and investor sentiment as possible."

"As long as you can stir up emotions and let the line of 'technology growth' next Monday, the opening trend of the concept plate not be so ugly, then it's fine."

"Hey, bad luck!"

Speaking of this, Liu Ziliang couldn't help but sigh with emotion, and continued: "At this time, this kind of disadvantage, and this kid surnamed Su of the 'Yuhang Department', is so lucky, but ...... I've always believed that this kid won't always be on the right side of the market. ”

With his emotion, the same time.

Modu, E Fund Asset Management Trading Center, and Huarui Public Fund Company.

When Mr. Gao and Mr. Shan saw the sudden major bad news of 'LETV', they were completely frowning and scolded in their hearts.

"Hey, Liu Ziliang misunderstood me!" Mr. Gao hated the authentic way.

As an ally linked with the 'Pingyin Asset Management Department' on the disk, the fund he manages has a lot of weight for the 'LeTV' check, with a full 360 million chip holdings, and it is conceivable that these 360 million positions will be hard to withstand at least two falling limits.

And the two falling limits are a loss of more than 70 million!

Although this loss has not had a great impact on the overall net value of the fund he is in charge of.

However, when the two main lines of the main board of 'infrastructure' and 'military industry' have formed a main upward trend, the net value of the fund he is in charge of has stagnated, and the ranking of the overall public fund product performance has declined a lot, which is what he cannot tolerate.

Moreover, once the position is trapped in the 'LETV', and the entire 'technology growth' main line.

What he missed was a lot of time and opportunity.

If the two main lines of 'infrastructure' and 'military industry' continue to break through upwards and go all the way north without looking back, then even if he reduces the chips trapped in the direction of 'scientific and technological growth' and frees up his position, it will be difficult to find a suitable opportunity to intervene in the position and pursue the opportunity of the two main lines of 'infrastructure' and 'military industry'.

In other words, in the market, there are some opportunities that are missed, that is, they are really missed.

Similarly, at this moment, Mr. Shan of Huarui Public Fund was also so angry that he scolded: "Hasn't Liu Ziliang been boasting that they are well-informed about their 'Pingyin Asset Management Department'?" Why is it that 'LeTV' has such a big negative news, and I haven't heard it, so that Lao Tzu stepped on such a big thunder, hey...... Damn it, I knew ...... In particular, it is better to follow the trend of the 'Yu Hang Department' capital operation. ”

At a time when the bigwigs of the institutions complained one after another, the previous cooperative alliance collapsed in an instant.

In just half an hour, it has become a popular stock in the two cities second only to "Fushun Special Steel" and "Northern Xinjiang Communications Construction", bringing together a considerable number of investors in the entire market.

Of course, everyone pays attention to this check, not to be optimistic about it.

It's a synthesis of'LETV' market trends in the past few days,I want to see the jokes of the major institutions chasing this check,I also want to know that this check is personally named and criticized by the State Administration of Radio, Film and Television,Next Monday,What kind of trend will it be,After all, the turnover of this check has been more than 1 billion for several consecutive days,There are really a lot of active funds in the market on this stock,At the same time, the trend of this check,It also has a considerable impact on the next market performance。

"'LETV' is a negative thing, and the line of 'technological growth' should be completely out of play, right?" At more than seven o'clock in the evening, Li Meng, who had already finished dinner and returned home, sat on the sofa in the living room, while chasing dramas, he used the tablet to brush the topics of market news and major stock forums, and asked Su Yu on the side with a smile, "I really didn't expect that the last assist to defeat the main line of 'scientific and technological growth' was sent by the State Administration of Radio, Film and Television." ”

"Standing in the right direction of the market trend, you will always find that there are different market news to assist." Su Yu responded with a smile, "When the time comes, heaven and earth are all working together, you know this sentence, right?" This is also the reason why the market trend cannot be resisted, we are just a drop in the trend torrent, once we go against the trend, we will always be washed to pieces by the turbulent torrent, just like today, or recently a group of institutions that have increased their positions in the line of 'technology growth'. ”

Li Meng chuckled and said: "To put it so profoundly, in fact, it is just a chip game, the line of 'science and technology growth', in fact, the underlying investment logic is not bad, the only disadvantage that does not have an upward breakthrough is that the adjustment is not sufficient, the market expectation is too high, and the corresponding performance is cashed, and it has not kept up, resulting in the chaos of the internal chip institutions, and the external incremental funds are not able to form a consistent joint force in the case of insufficient emotions, which has failed to break through, resulting in the market turning back to the 'infrastructure', ' Military industry's main line of market. ”

"You're right!" Su Yu smiled, "Trading, in essence, is indeed a chip game." ”

"But ......," Li thought for a moment, and then said, "Are you really so sure that the outbreak point of the bull market has arrived?" ”

Su Yu thought for a while and responded: "I feel this way, but well, if you want to really determine this breaking point, you have to break through the shackles of 2,500 points, and the market volume can keep up as a whole, and then go to a higher level, or on the policy and economic macro level, there will be a wave of major good news to stimulate it." ”

"In terms of policy and economic macro, in the past six months, good news has stimulated a lot." Li Meng said, "What other blockbuster good news can strongly attract the market and attract a huge amount of incremental funds to enter the market?" ”

Su Yu smiled and said, "There is one, and I guess...... The news should be fast. ”

"What's the news?" Li Meng looked up at him, his bright eyes glowing with curiosity.

"Guess?" Su Yu said with a smile.

Li Meng was stunned for a moment, thought about it seriously, and said, "Shanghai-Hong Kong Stock Connect? Further deepening the reform and reorganization of state-owned enterprises and central enterprises? Amendment to the IPO Issuance Rules, or Amendment to the Subscription Rules? Besides...... Another wave of macro planning for the 'free trade zone'? ”

"That's not right!" Su Yu shook his head, "Didn't you notice?" Not long ago, the Fed's interest rate meeting changed the wind, and it no longer wanted to rush to raise interest rates, indicating that monetary policy should focus on prudence, rather than a quick turn. ”

"You mean......" Li Meng's eyes lit up after Su Yu's reminder, and he reacted instantly, "Our central bank will also have a buffer in monetary policy?" ”

Su Yu nodded, said: "The Fed's change in the direction of the wind, to our domestic central bank, and other major central banks in the world have a lot of buffer space, the current domestic monetary tension, although the central bank twice under the move, alleviated a lot, but the market currency liquidity is still lacking, if there is no accident, in the case of the Federal Reserve slowing down, the central bank should find a way to further stimulate the liquidity of the market, so that the market macroeconomy that has just improved is moving again, continue to rush up again." ”

"Yes...... Rate cut or RRR cut? Li Meng asked.

Su Yu said with a smile: "At present, no one knows, the market has not yet heard of this, maybe there will be interest rate cuts and RRR cuts?" ”

"......If you can really cut interest rates and reserve requirements," Li Meng said excitedly, "It will be really good for the market, which can greatly improve the liquidity of currency in the market, and can also stimulate a lot of funds to enter the market, releasing a lot of incremental capital space, and if the Shanghai Index at this time, if it really blows up and breaks through the resistance of 2500 points, the upward space ...... I can't think about it! ”

The more Li Meng spoke, the more excited she became, and vaguely, she seemed to be able to really feel the pace of the bull market, getting closer and closer!