I saw the mood brewing at noon and the impact of market news.

As soon as the two markets opened, the entire market continued to break out rapidly, and the Shanghai Composite Index once again quickly broke through the 2520 point mark.

At the same time, the two main lines of 'infrastructure' 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', have gradually highlighted their leading role in other traditional areas of the market after further absorbing a large number of main funds in the market.

At 1:15, the 'big finance' sector surged further upward.

Banking, securities, and insurance all rose by more than 1.5% during the day, fully keeping up with the rise of the Shanghai Composite Index.

At 1:25, the "big consumption" related sectors moved strongly, and the concept plates such as white electricity, food, and liquor rose in a straight line.

At 1:35, the non-ferrous cycle, coal, and petrochemical sectors also began to move significantly, and they came out of the obvious weak sectors to make up for the market.

And when these traditional fields are driven by several core main lines of the market.

its internal core weighted stocks.

Such as Qianzhou Moutai, Shenhua Coal, Huaguo Petroleum, as well as major heavyweight bank stocks, securities stocks, and insurance stocks, have also exploded.

At the same time, in these traditional fields, they have been driven by several core main lines of the market.

Previously, it was relatively different from the trend of the Shanghai Index, and the main line of 'science and technology growth', which has been in weak adjustment, and the weight of the small and medium-sized board and the gem, is also rapidly exploding at the moment.

That is, the source of the sky-high amount of funds for the core main lines of the market.

It is not from other main sectors of the siphon market, but indeed from the Shanghai Index breaking through 2500 points, opening up the bull market expectations and upside, a large number of new incremental funds poured in, and only the influx of a large number of new incremental funds can fully undertake the market situation at this moment and form a situation of comprehensive market rise.

"Boss, today's market trend is crazy!"

At 1:42, when the Shanghai Index once again exploded to refresh the intraday high to 2527 points, Yu Hang, Yu Hang Investment Company, in the main fund trading room, Wang Can looked at the situation of the entire market rising in an all-round way, and the trend pattern of the entire market close to 80% of the stock red plate, the whole person was very surprised, and exclaimed: "It's really a strong breakthrough trend, the whole market ...... All sectors are rising. ”

Su Yu stared at the market and said with a smile: "When the mood and expectations of the entire market begin to change, this is the real explosive power of the market, look at it...... This is just the beginning, after the Shanghai Composite Index broke through the shackles of 2500 points, the follow-up is the real main upward trend of the market.

Of course, the full-scale outbreak of the market at this moment did not come out of nowhere.

If it weren't for the small steps of the Shanghai Index in the past two months, the accumulated market continuous money-making effect, as well as the two main lines of 'infrastructure' and 'military industry', as well as the future expectations and investment sentiment of the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', have gradually deepened and fermented, and the investment confidence of the entire market has changed.

Today's market breakthrough is estimated to be variable.

Judging from the hot scenes of many off-market investment markets, in fact, is the market short of funds? There is no shortage.

What is really lacking is the confidence of investors whose market has long been eroded in the 6 or 7 years of bear market sinking.

Now, with the continuation of the money-making effect of these major market lines, as well as the continuous positive stimulus of the regulator at the macroeconomic level.

This market confidence, which is more precious than gold, has finally begun to recover and reverse in an all-round way.

When there is market confidence, then ...... All the previous pessimistic expectations will quickly and gradually turn to optimism, and when the expectations are fully optimistic, then the overall valuation of the market, which has been seriously suppressed before, and the investment logic that has not been faced before, will be greatly improved under this optimistic expectation.

At the same time, due to the reversal of expectations, the mood has warmed up.

Stimulated by the strong money-making effect of the market, the funds that were originally idling over-the-counter, as well as other risky investment funds, will quickly participate in and further undertake the market situation.

Predictable......

The subsequent market volume can explode and will become more rapid.

The overall volume of the market can increase the trend, and it will be steeper, and the trend slope of the market will also be further improved, and the pace of the bull market we are looking forward to is gradually approaching! ”

"It is true that the entire market trend ecology is changing rapidly." After Su Yu analyzed the market, Li Mengying said, "At the same time, today's market incremental funds, the traces of rapid intervention, are really visible to the naked eye, this is not yet 2 o'clock in the afternoon, the intraday turnover of the Shanghai Index, has exploded to 120 billion, which was two months ago, completely unimaginable, according to the amount of this outbreak can be calculated, today's new incremental funds into the market, at least more than 30 billion, right?" ”

"My God, in one day, 30 billion increments!" Wang Can couldn't help but exclaim again with excitement.

Su Yu smiled, his face was normal, he glanced around at everyone, and said secretly in his heart: "What is the incremental capital of 30 billion?" After a few months, the market turnover of trillions of dollars will be shocked. ”

But when he thought about it, he would definitely not say it.

"Master, today's market is in full swing, in addition to the two main lines of 'infrastructure' 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', other traditional main line areas are also in a situation of full involvement of incremental funds." Liu Yuan paused and said, "The 'big finance' field you mentioned before is also very frequent today, and there are a lot of main funds involved.

Our main positions are now all in the two main lines of 'infrastructure' 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'. ”

Now that the market has fully broken through, and the Shanghai Composite Index has broken through the shackles of 2,500 points without hindrance.

Then, in the case of increasingly strong market bull market expectations, the 'big finance' sector, as the vanguard of the 'bull market', will definitely have investment opportunities.

Now, their main positions can't be converted.

At the same time, the two main lines of 'infrastructure' and 'military industry', as well as the main rising market of the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', have almost just begun, and it is impossible to convert positions at this time.

This made Liu Yuan feel really a pity.

At the same time, it was also suddenly discovered that several of the company's main funds, despite the scale of asset management, have now officially broken through to the 50 billion mark.

But it seems that she feels that in the face of the approaching bull market in the market, she still feels that there is not enough money.

"No pity." Su Yu smiled and said, "Our company's fourth main fund product is already in preparation, and the scale of fundraising this time will be significantly improved."

At the same time, we have completed the acquisition of 'Anzhao Fund'.

Although the current asset management scale of this fund company is not large, under the semi-open trading rules, its fund scale continues to skyrocket.

This gives us more opportunities for mainline layout.

Let's get a good chance of a bottom chip as the bull market gets closer. ”

And at the moment when Su Yu mentioned the 'Anzhao Fund' company.

At this moment, in Yuhang, within the 'Anzhao Fund' company, in the main fund trading room, a group of traders are looking at the market trend of a comprehensive breakthrough and are surprised.

In the face of several of the company's main fund products, the scale rose by more than 1 time in one day.

Originally, they were already on the absolute heavy position water mark, but at this moment, because of the rapid rise in scale, the position has become less than 50%, and the whole person's heart is both excited and shocked.

"Mr. Qin, our scale has skyrocketed, and it is almost 12 billion." Zhou Hui, the head of the trading team, said with emotion, "With such a large volume, the positions of several of our funds are significantly lower than the industry average...... I'm afraid I have to further change my trading strategy and continue to increase my position! ”

Qin Qiuyue looked at the automatic reduction of the position after the scale of the fund rose, with a smile on her face, she had never felt so complacent, smiled, and said: "It is true that we have to change the trading strategy, but the two main lines of 'infrastructure' and 'military industry', as well as the main line 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', the current position is a bit high, and there is no suitable entry point, let's chase high in this position...... It seems that something is already out of place.

Also, since our company has been acquired by 'Yuhang Investment'.

If the main fund products of our fund continue to invest in the same direction as the main funds of the 'Yuhang system', I am afraid that the risk of their positions will be highlighted.

What if, the two main lines of 'infrastructure' and 'military industry', as well as the main lines of the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', what are the sudden negative directions?

Our parent company, several fund products of the 'Yuhang Department', have a huge holding cost advantage.

They can be unafraid to adjust, but we can't.

Therefore, although it is necessary to change the investment thinking, change the current trading strategy, and continue to raise the position of the fund, the specific direction of increasing the position is ......

I'm afraid we'll have to talk about it again. ”

Zhou Hui still agrees with Qin Qiuyue's thoughts, thinks about it, and responds: "If we can't continue to increase the two main lines of 'infrastructure' 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', then we can only invest in other main lines, and the current market has strong expectations for the main line of the market."

In addition to the two main lines of 'infrastructure' 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'.

Only the direction of 'technological growth', 'big finance' and 'big consumption' should also have the core medium and long-term investment logic.

If we want to increase the layout of our positions, I think it is better to consider mainly from these three directions. ”

"Science and technology growth, big finance, big consumption......" Hearing Zhou Hui's words, Qin Qiuyue pondered carefully for a while and said, "The line of 'science and technology growth', although there is still a medium and long-term investment logic, and the 'mobile Internet' and 'smart phone industry chain' markets are still on the track of rapid expansion.

However, its internal chip structure is not good, and its valuation is also the highest in the entire market, and even generally higher than the 'military' sector.

In addition, the main funds in this field are still flowing out, and the trend is relatively significantly weaker than the broader market.

This shows that although its investment logic is not bad, the current valuation level and current expectations cannot be unanimously recognized by the main funds in the market.

At the same time, the main line style of the market as a whole is currently concentrated in the direction of the main board.

A series of growth stocks in the ChiNext and SME boards always feel that they lack some emotion and investment confidence.

Therefore, we will not consider the line of 'technological growth' for the time being. ”

Zhou Hui nodded and said: "Then the rest is only the two main lines of 'big finance' and 'big consumption'. ”

Qin Qiuyue pondered: "'Big consumption' is the expectation of macroeconomic recovery, and it is the main logic of boosting domestic demand, this logic...... At present, it is still relatively hazy, and at the same time, the certainty of economic recovery is obviously not as good as the main line of 'big infrastructure' stimulated by macroeconomic policies.

On the other hand, the main line of 'big finance'.

In the case of the market bull market expectation is getting stronger and stronger, and the market turnover is also beginning to climb.

As the core strength of the domestic asset management system, whether it is a brokerage, a bank, or an insurance company, there should be an expectation of an explosion in performance, and at the same time, under the optimistic expectation, its valuation will also increase.

Compare the two main lines of 'technological growth' and 'big consumption'.

Relatively speaking, the investment logic of the main line of 'big finance' should be clearer and more certain.

Zhou Hui, what do you think? ”

Zhou Hui replied with a smile: "I coincide with Mr. Qin's thoughts, and I also think that it is the right time to lay out 'big finance' at this time, and the valuation of the 'big finance' line in the current market is quite low, there is expected certainty in the future, and there is a very low valuation as a risk basis for the downward trend, and the current ...... In the whole market, if you invest a lot of money, there is no more suitable investment area than this main line. ”

"Since that......'s the case," Qin Qiuyue said with a smile, "then there's no need to hesitate!" ”

After speaking, she was about to give the traders an order to increase their positions and buy, when the phone came to mind.

Qin Qiuyue saw that it was Su Yu calling, and hurriedly answered the phone, but before she could speak, Su Yu was on the other side of the phone, so she asked her, what do you think of the main investment line of 'big finance', and do you have any ideas for increasing the layout of this investment main line? ”

(End of chapter)