"Thank you, teacher, for learning!" Li Meng chuckled.

Su Yu was stunned when she saw her suddenly, her gentle and charming eyes, and said with a smile: "If you say that, the two of us will be in chaos in this generation." ”

"What does the teacher have to do with seniority?" Li Meng wondered.

"Okay!" Su Yu paused for a while, didn't know how to answer, thought about it, changed the topic, and said, "The 1 billion loan we applied for from Huashang Bank has been put down today, and we can almost start to acquire all the shares of 'Anzhao Fund' in the hands of Oriental Group." ”

"So fast?" Li Meng was a little surprised.

Su Yu said with a smile: "It's really faster than I imagined, with this 1 billion supplementary funds, for the time being, our company can be free to do business development." ”

"Hmm!" Li Meng nodded, "If we can successfully acquire the 'Anzhao Fund' company, our company's asset management scale should be able to reach a higher level, in fact...... If our judgment of the market is correct and we are sure that the 'bull market' is just around the corner, then I think we can also aggressively apply for another fund product, raise funds publicly, and gather a group of funds to enter the market." ”

Su Yu thought for a while and said, "The issuance of the new fund is not yet timely. ”

"Not yet?" Li Meng asked.

"Hmm!" Su Yu nodded and said, "First of all, the overall breakthrough trend of the market has not yet come out, and the market investment sentiment and investment confidence have not yet changed from quantitative to qualitative; Secondly, our company currently trains insufficient traders, and we need to step up recruitment and training of a group of traders. Finally, our company's current main fund products have not yet announced the results and disclosed fund holdings to further stimulate investor sentiment and build momentum for new fund issuances, so ...... I just said it's not time yet. ”

"But what you mean, I think I already have the idea of issuing a new fund in my heart, right?" Li Meng continued to ask.

Su Yu responded with a smile: "This is natural, the 'bull market' is just around the corner, and our company is already on the cusp of the market, at this time, it is not a pity to make good use of investors' trust in us and maximize the scale of our company's asset management?" ”

"If a new fund is issued, how much money do you think we can raise this time?" Li Meng asked, "And, after raising funds, the next ...... How will it be laid out? ”

Su Yu responded: "It is impossible to predict how much scale of funds can be raised, but it should be far more than 10 billion yuan, as for how to lay out the ...... in the future."

Su Yu smiled, looked at Li Meng and asked, "Where do you think our next investment direction should be?" ”

Li Mengmeng thought for a while and responded: "According to our previous expectations, as well as the macro changes we discussed before, if there is a 'bull market', then the main investment line that cannot be let go of first is definitely the field of 'big finance', and it is ...... Didn't you say before that after the Fed eases the pace of interest rate hikes, it is possible for our domestic central bank to cut interest rates and cut reserve requirements? If interest rates and reserve requirements can be cut, the stimulation of the main line of 'big finance' will be even more intense. ”

"But ......"

Li Meng paused, and said: "The current main line of the market is still revolving around 'infrastructure' and 'military industry', and the active funds in the field have excavated the hype theme direction based on the major conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', thus further enhancing the future expectations of the two main investment lines of 'infrastructure' and 'military industry'." ”

"Under the evolution of this trend of deepening and stronger future expectations."

"The two core main lines of 'infrastructure' and 'military industry' should continue for a long time, right?"

"And with the size of our current positions in these two core main areas, I'm thinking...... If we are at a relatively high level and make a large adjustment into the field of 'big finance', I am afraid that it will have a great impact on the market and may destroy the upward trend of the market. ”

"At the same time, when we choose an opportunity, we must give up an opportunity."

"Compared with the main line of 'big finance', which has potential expectations in the future, I can't determine the two main lines of 'infrastructure' and 'military industry', and the main line of 'big finance', who will have a big and small market space in the future?"

Su Yu said with a smile: "The market of the two main lines of 'infrastructure' and 'military industry', and the market of the line of 'big finance', cannot be consistent in the trend trend, and it is very likely that when the 'big finance' riots, 'infrastructure' and 'military industry' have fallen into a short-term adjustment stage." ”

"Actually, based on the historical performance of the market in the past......"

"Even if it is a big bull market, the rise of all stocks in the entire market will not be synchronized."

"If the next market really develops according to the expectations we discussed before, then we will have time to finish the two main lines of 'infrastructure' and 'military industry', and then turn to the layout of 'big finance'."

"In terms of the current market changes, the future expectation logic of the two main lines of 'infrastructure' and 'military industry', as well as the core speculation logic, have been excavated by active funds from all walks of life in the market, and the speculation expectations are also in the stage of gradual realization with the rise in stock prices."

"On the other hand, the core theme of the market, 'big finance', the current investment logic is not very clear."

"The investment logic of 'big finance', with the continuous upward breakthrough of the Shanghai Index, the quantitative change of the market from qualitative changes has caused quantitative changes, the market's investment sentiment and investment confidence have changed significantly, and the majority of investors inside and outside the market have gradually had the expectation of a 'bull market', so the investment logic of the line of 'big finance' will gradually become clear."

"Moreover, it is necessary to make the line of 'big finance' have the strong explosive strength expected in the future."

"When the 'bull market' expectation is getting stronger and stronger, the main funds of all parties will continue to release liquidity to the central bank, and this expectation can be done."

"Only with the resonance of these two conditions can the line of 'big finance' come out."

"However, the expectations of these two conditions are not clearly expressed at all."

"Therefore, in the current market, the line of 'big finance' is so weak, and all kinds of big funds do not pay attention to this main line area when they enter the market to increase their positions."

"Therefore, before these two expected conditions are not mature, we have completely time to lay out the main market after completing the main stage of the two main lines of 'infrastructure' and 'military industry'."

"Okay!" Li Meng nodded, "Since that's the case, let's do a good job of the current market first, and then talk about it later!" ”

Although according to the previous discussion between the two, the market does have an important condition and gene of a 'bull market', but in the end, whether the market can make a substantial breakthrough and get out of the trend of the bull market still needs to be verified by the joint efforts of all parties.

Of course, anyway......

In the case of the two core main lines of 'infrastructure' and 'military industry', which have played a money-making effect, and the main funds of all parties in the market have fully excavated the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', the trend of the market outlook, as well as investment sentiment and investment confidence reaction, are unlikely to be worse than in the first half of the year.

After discussing the market situation, the two chatted about some other small topics before going back to the bedroom to sleep.

At the same time, a number of core technology stocks that have been supporting the upward trend of the 'Nasdaq index' of the U.S. stock market have all seen a violent intraday dive in the second half of the U.S. stock market, causing several major indices to close down across the board at the close of the U.S. stock market.

It is affected by the trend of U.S. stocks.

The next day, the entire Asia-Pacific stock market, which opened earlier than the A-share market, opened significantly lower.

At the same time, affected by the continuous adjustment of the external stock market and the continuous decline, as well as the collapse of the main investment logic of the 'technology growth' investment that was expected to be good, the pre-market investment sentiment of the entire market showed a significant downward trend compared with yesterday's after-hours and evening.

"The peripheral market has been adjusted for three consecutive days, can our big A still maintain an independent trend today?"

Before the market, at around 8:50, a group of retail investors gathered at the online stock investment forum, and some people raised questions in the topic discussion.

"I'm afraid it's difficult! The index has been strong for two days, and there is a high probability that it will be adjusted today. ”

"'Infrastructure', 'military industry' the two main lines, as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' These core concepts of the direction of popular stocks, as well as core concept stocks, today's trend, should still be no big problem, the key is the 'science and technology growth' line, the peripheral market, 'science and technology growth' stocks, in recent days have fallen very sharply, our big A stocks, I am afraid that there is a high probability of making up for the fall."

"Make up for the fall? Make no mistake,I feel"Technology growth"This line,Let's adjust it first,Look at the check of"LETV",Three down limits。 ”

"'LETV' even if it has three falling limits, but compared with future expectations, it is still ridiculously expensive."

"It's not just the" LETV "The valuation of the check is ridiculously expensive, compared with the two main lines of infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'On the Road of the New Era, the Maritime Silk Road', and the popular stocks in the direction of the core concepts of the reform and reorganization of central enterprises and state-owned enterprises, as well as the core concept stocks, the stocks in the main line of the entire 'technology growth', none of the cheques are reasonable."

"At this current position, after the collapse of the investment logic of 'LETV', the stock price will have to be cut in half sooner or later."

"The waist is light, but the foot is naked!"

"Anyway, at present, it is the best policy to avoid stocks in the 'technology growth' category."

"If the two main lines of infrastructure construction and 'military industry', as well as the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', can be supported, I feel that the index will not have any downward adjustment space!"

"The key is to be able to hold on?"

"These hot main lines, the current core stocks, are actually not too high, and I feel that they can hold on."

"Look at the opening of the market, the market's leading concept stocks, such as'Chengfei Technology', 'Yinkou Port', 'Fushun Special Steel', 'LETV' These stocks how to go, if the money-making effect of these popular leading stocks is still not bad, then today's market, in fact, there is nothing to worry about."

"It makes sense, the prophet of Chunjiang Plumbing Duck, the investors in the field are definitely the smartest in the market and the most sensitive to the market.

"Firmly optimistic about the two main lines of infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

"Agreed, this time...... Actually, there is really no need to be too pessimistic. ”

"Not only don't be too pessimistic, but should be optimistic, many people put our A shares directly against the U.S. stocks, and the trend of U.S. stocks directly compared, but never thought that the current valuation level and index position of our A shares, and the U.S. stocks are completely different forms, the big A is in the bear market for almost six years, and now there are characteristics out of the bottom, and the U.S. stocks are bullish for six years, at a relatively high level, the U.S. stock correction to digest the valuation is normal, we big A get rid of the U.S. stocks, out of the independent trend, it is also natural, I want to say…… The two markets are simply not comparable. ”

"Haha, that's true, if you really compare the two markets consistently, it's either stupid or bad."

"However, the trend of U.S. stocks, the impact on the trend of our big A, and the valuation suppression of the same sector are still quite large, at least no matter which aspect of the analysis, today's 'technology growth' line, there is obviously no hope for the market to rebound."

"At this time, whoever buys the 'science and technology growth' stocks must be chasing 'infrastructure' and 'military industry'!"

"Following the popular main line of the market, although it may be possible to chase the high quilt, the loss effect is much smaller than the weak main line field."

"It is actually the safest to buy stocks that Mr. Su's 'Fortune Road' has bought and still hold unsold positions."

"Yes, yes, that's what you say."

"Haha, I have long chased the corresponding core stocks of Mr. Su's 'Fortune Road' in the main line of 'infrastructure' and 'military industry', if you want me to say...... At this time, as long as Mr. Su's 'Fortune Road' is not sold publicly, the index will fluctuate casually, and there is absolutely no fear. ”

The majority of retail investors are in heated discussions......

Before you know it, the market time has moved to 9:15.

I saw that the stagnant market of the two markets, in the attention of countless investor groups, began to beat again, and nearly 2,000 stocks participating in the trading in the two cities ushered in a call auction.

9:16, 9:17, 9:18......

When the initial call auction time, it moves forward minute by minute.

When 9:20 arrived, the market entered the real call auction link, only to see that after a large number of false pending orders, after the cancellation of orders at 9:19, the market presented a situation that was obviously stronger than most investors expected before the market.

"'Chengfei Technology' actually opened with a one-word limit."

At 9:21, Yu Hang, Yu Hang Investment Company, in the internal main fund trading room, Wang Can sat at his workstation, staring at the changes in the market trend, in his eyes, obviously a little surprised, his eyes were biased to the side of Su Yu, and asked: "Boss, how does this check feel that the more it is connected, the trend pattern of the disk, and the expectation is getting stronger and stronger, this is the fourth board, and there is no large number of short-term profit funds for extreme selling." ”

(End of chapter)