"Accelerated entry of incremental funds?" After listening to Xu Shen's analysis, Zhou Kan pondered carefully for a while and said, "If you say so, it's really possible, boss, if the capital side of the market's 'stock game' is changed, and the market index breaks through this wave, I'm afraid there will be no turning back, right?" ”

Xu Shen nodded and responded: "All the market landing points, in the end, are determined and promoted by funds, if the market's capital situation is completely changed, when the market out of the 'stock game' of the capital situation, and into the 'incremental' capital situation, the index is up, it will be difficult to turn back." ”

"We've discussed a lot of ideas about a 'bull market' before."

"Now look at ......"

Xu Shen paused and said: "The logical expectations of the bull market, as well as the traces, are becoming more and more obvious, waiting for the market to follow the current expected trajectory and emotional changes, and develop for a period of time, the market's expectations for the 'bull market' will definitely become more and more intense." ”

"So, before that."

"We also have to step up the layout and seize more high-quality chips that will continue to strengthen in the future market outbreak stage!"

"Can our company's fund products ...... It's almost full. Zhou Kan responded, "What should be laid out, we have already laid it out." ”

Xu thought about it and said: "The market has been sinking in the bear market for 6 years, this market spring, has been suppressed for 6 years, it is conceivable that once this market spring bounces up from the limit of suppression, the height should be very objective, our current fund products, since there is no position, then we have to find a way to open one or two new products at this stage." ”

"On the eve of the outbreak of the 'bull market', it is the best time to lay out and seize high-quality chips!"

"This is an opportunity that we can't afford to miss."

"One or two new fund products?" Zhou Kan was a little surprised, stunned, and responded, "It's not impossible, with your connections and market influence, if our company issues new products, it is also easy to raise funds, and the scale of new product fundraising can at least reach 5 billion to 10 billion, although this scale is slightly inferior to the current hot 'Yuhang Investment', but it is already a rare fundraising ability in the industry, that is, the current number of traders in our company is slightly insufficient......"

Without waiting for Zhou Kan to finish speaking, Xu Shen looked around at the only three groups of traders in the trading room, interrupted him with a smile, and said: "There are not enough traders, we can recruit from the market, the continuous bear market torture, the employment situation in the financial industry in the past two years is not good, as long as the money is paid, the salary is slightly better, and it is still easy to find excellent trader talents, and ...... Now the market is only showing a hint of a 'bull market' start. ”

"The expectation of a real 'bull market' is still very weak, and it has not even reached the so-called hazy expectation stage."

In other words......

"In terms of optimism, it will take a lot of time for the market to brew and react if it wants to reach the stage where the 'bull market expectations' are clearer."

"If we want to scale, if we want to develop trading people, if we want to expand our trading team."

"The current action is too late."

"Okay!" Zhou Kan nodded and responded, "After the market closes today, I will let our company's operation department formulate a plan for the issuance of a new fund, and at the same time, let the company's personnel department put the corresponding recruitment requirements on the Internet. ”

Xu Shen nodded, and didn't say anything more about this matter, and a pair of eyes turned back to the two markets.

I saw that after a simple exchange between the two......

The market trading time has moved to around 10:30.

The two main lines of 'military industry' and 'infrastructure', 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' are still hot, while the series of plates and conceptual plates based on 'scientific and technological growth', although the money-making effect and market trend are weaker than the main lines in the direction of the main board, the trend of 'over-falling rebound' is still very good.

Moreover, the continuous sharp fall of 'LETV'.

In terms of market performance at the moment, the stock price has been pulled red by the group of funds that have continuously bought the bottom.

"Today's market trend is so strong!" At the moment when the red plate of 'LETV' rose, the 'Yinghui Fund' company in the same magic capital, the 'Yinghui No. 1' fund trading room, Yu Lei, the head of the trading team, stared at the two markets and said with emotion, "I feel that the index and the market of many sectors are a little unbearable." ”

"Indeed!" Fund manager Liu Guanhai nodded, "Many core hot stocks in the market, as long as the stock price pulls back and there is a sell-off, then the underneath the undertaking funds, as well as the active buying funds, will emerge in an endless stream, before ...... There is no such phenomenon. ”

"Has the capital side of the market changed?" Yu Lei said with some hesitation.

Hearing Yu Lei's words, Liu Guanhai's heart sank, but he reacted instantly, and responded: "Don't say it, it's really possible, the money-making effect pushes up the speculation sentiment, and the speculation affects the confidence of investors inside and outside the market, and the change of confidence will cause changes in the market capital." ”

"It's just a comparison of the market's money-making effect, hype sentiment, and investment confidence, which ......"

"The changes in the market capital are relatively lagging behind."

"We didn't think about this before, and it was a mistake, but fortunately...... It's not too late to react now. ”

"What are we going to do?" Yu Lei asked.

Liu Guanhai thought for a while, a hint of decisiveness flashed in his eyes, and he ordered: "Since the road of the market downward correction has been blocked by the incremental funds that have entered the market continuously, it is unlikely that our idea of continuing to take chips at a relatively low level will be realized, since this is the case...... Then you can only take the initiative to chase high and grab chips. ”

"Take the initiative to chase high and grab chips?" Yu Lei was slightly surprised, "At this time, if we chase high and grab chips, if the index really pulls back again, we will not have the advantage of holding costs, and we will become more and more passive." ”

A few days ago, when the fund was chasing the main line of the market, it made such a mistake.

As a result, the net value of their fund continued to decline, and because they did not have the advantage of holding costs, they could not withstand the big adjustment, so they were slapped in the face back and forth by the market.

Now, chase the high...... Yu Lei actually had some fears and worries in his heart.

Liu Guanhai pondered for a moment, sighed lightly, and said: "We can't be bitten by a snake once, and we are afraid of the well rope for ten years!" We have to admit the mistakes of previous strategies and trading operations, but at the same time, we must not be bound by past mistakes, when we trade, in fact, every opportunity is independent. ”

"Only keep a calm, calm mind, and at the same time travel lightly and don't be influenced by past mistakes."

"Only by facing up to the changes in the market can we really grasp the right opportunities, correct our previous mistakes, and regain our trading confidence!"

"If you have been dragged down by the mistakes of the past, you will become afraid to trade."

"That's actually being bound by the cage of the past, which is not a good thing, and it is not the mentality that a good trader should have."

To tell the truth, under the leadership of his strategy, the previous fund continued to step on the wrong rhythm, continue to chase high, and continue to cut meat.

It made his mentality very broken.

However, he is a veteran who has experienced the transformation of bulls and bears in the market for many years, calmed down, pondered carefully, and understood it after a few days, and this is why he ordered traders to once again pursue the trading strategy adjustment of chips in the field of "infrastructure" and "military industry".

Of course, according to the current market trend......

The strategy he formulated before, taking advantage of the main line of 'infrastructure' and 'military industry' to adjust and get chips, is still too conservative, resulting in the fund's current chips in the two main lines of 'military industry' and 'infrastructure', as well as the main line of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

But this can be corrected in time.

After all, he believes that since the market capital has changed significantly, it is entirely possible for the market to completely get out of the shock pattern, or even get rid of the capital pattern of the 'stock game', and further impact 2500 points, or even break through the large box range of 2500 points to 2000 points.

Yu Lei heard Liu Guanhai's insights on the trading mentality, and his heart was obviously touched, and at the same time, in his mind, it was like an enlightenment, and he obviously had a trace of enlightenment, and said gratefully: "Thank you Mr. Liu for your guidance, I understand, I immediately asked everyone to grasp the layout and continue to buy the two main lines of 'military industry' and 'infrastructure', as well as the core stock chips in the main line of the core concept of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'." ”

As he spoke, he turned his head and quickly issued relevant trading instructions to the traders.

And at the same time......

Just as Yu Lei placed buy orders to the traders regardless of the cost, he was in the other 'Yinghui No. 2' fund trading room next door to them.

Fund manager Shao Xiaoyun stared at the two main lines of 'military industry' and 'infrastructure', which do not give low-level opportunities to increase positions at all, as well as the hot stocks in the main line areas of the core concepts of 'Eurasian Economic Belt', 'On the Road of the New Era, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

Because they mistakenly pursued the main line of 'technological growth' before, they sold a large number of chips on the main line of 'infrastructure' and 'military industry'.

Now, go back and stop the 'tech growth' line after the chips.

If you want to get back the previous chips, not only is the holding cost much higher, but also many tickets, in addition to actively chasing high and grabbing chips, it is difficult to close pending orders.

"Manager Shao, since the market situation has changed so much, no matter how much we complain, nothing will change." Hearing Shao Xiaoyun's scolding, Liu Changling, the head of the fund trading team, said, "Regardless of whether it was right or wrong before, we, as fund managers and traders, can only respect the market trend and keep up with its changes, obviously...... At this moment, the market pattern has been difficult to pull back, and then fall back below 2400 points, we will not step up at this time, and the follow-up will ...... I am afraid that the cost of increasing positions will continue to increase. ”

Shao Xiaoyun also understood this truth in his heart, gritted his teeth, endured several breaths, and said: "Since this is the case, then you can only chase high and buy." ”

Liu Changling nodded, and no longer admonished, and immediately ordered the traders to take the market price.

With the continuous increase of positions of major institutions such as 'Zexi Investment', 'Yinghui No. 1 Fund', 'Yinghui No. 2 Fund' and 'Jingda Investment', as well as the pursuit of major institutions.

The market enters after 11 o'clock in trading hours.

The two main lines of 'military industry' and 'infrastructure', as well as the main line areas of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', have exploded more and more violently, while the Shanghai Composite Index has also continued to rise, further refreshing the intraday high to 2415.49 points.

Finally, at 11:30, the two cities ushered in the noon close.

Shanghai specified at 2413.77 points, an increase of 0.62%, while the Shenzhen Index and the ChiNext Index closed in the red.

At noon, faced with such a closing situation.

The majority of investors are more or less satisfied, and investment sentiment and investment confidence, under this expectation, are also further warming.

Even, many of the market's community members, the latest investment plans, and investment strategies.

It is also a low-valuation blue-chip that is increasingly focused on the direction of the main board.

In addition to the change in sentiment, the news is good...... It's also endless.

There is further news about Shanghai-Hong Kong Stock Connect, Shanghai Index 50 Index and Huazheng 500 Index futures released by the regulator; There is also news that the position level of various institutions has continued to rise in the past half a month; There is also news that various financial institutions have increased their own funds to enter the market......

Of course, the more noticeable.

Mainly in the market, the number of newly established equity funds has begun to increase significantly.

But no matter what kind of news it is, for the market at the moment, it is basically interpreted as good, and at the same time, various institutional analysts, financial Vs, and stock commentators are also sparing no effort to continue to sing long.

And under such emotional changes, as well as the interpretation of the news.

In the afternoon, at 1 o'clock sharp, the market reopened for trading.

The market, which was stimulated by the emotional stimulation and news at noon, was quickly rushed to go long by a group of investors affected by the emotional and news side as soon as the market opened.

And such a rush to go long also made the Shanghai Composite Index open in less than 10 minutes.

That is, it continued to hit upward, once again refreshed the intraday high, and the high of this round of rebound reached above the 2420 points.

At the same time, the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', the main line of capital follow-up and various fund grabbing efforts have also been further deepened, resulting in the concept of "reform and reorganization of central enterprises and state-owned enterprises", once again set off a rising tide.

However, just when everyone thought that today's Shanghai Composite Index would completely get rid of the negative impact of the external market and get out of the long white line that continues to break through.

At 2 o'clock in the afternoon, after the Shanghai Composite Index reached a maximum of 2426.33 points, it was suppressed by the heavy hedging disk and some profit-taking orders above, and there was a rapid diving trend.

(End of chapter)