"Good!" Li Meng didn't have any opinion on this.

Like Liu Yuan, Zhao Lijun, Zhang Guobing, Zhu Tianyang, is indeed the backbone of the company's training team, now the company's asset management scale is spreading rapidly, and these people have also had experience in large capital operations, this time should also push these people out of the way.

There is also the fact that at this time, the company has no other choice than to use these people.

While the two were talking, the market reopened.

I saw that after the Shanghai Index fluctuated around the 2650 point for almost a week, it began to break through the early shock platform and continue to refresh the annual high point under the leadership of the two main investment lines of "infrastructure" and "military industry", as well as the main lines of conceptual themes such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Reorganization of Central Enterprises and State-owned Enterprises".

When the overall market investment atmosphere and emotional atmosphere are good.

After a brief discussion with Li Meng, Su Yu announced the personnel adjustment and new position appointments of several trading groups in the fund trading department in the afternoon.

Liu Yuan, Zhang Guobing, Zhao Lijun, Zhu Tianyang.

Hearing that he was appointed as a fund manager and would work with Su Yu and Li Meng to manage the main fund products of the 'Yuhang Department' in the future, he was more or less excited in addition to the accident.

After all, the influence of 'Yuhang' fund products in the industry is extraordinary.

Although they were promoted and appointed, their fund manager positions are behind Su Yu and Li Meng, and they jointly manage the fund, but being able to take charge of such a 'star fund product' will also be of great significance and far-reaching impact on their future career development paths."

After the appointment of the position has been completed.

The 'Yuhang No. 4' fund product, which has just been fundraised, has also begun to enter closed operation.

At the same time, the trading group of the 'Yuhang No. 4' fund product has also begun to be established rapidly.

According to Su Yu's plan, the 30 billion main fund products are equipped with a total of 5 trading groups, and the head of the trading team is the former trading team member of the 'Yuhang No. 1' fund, and its traders are basically half of the employees drawn from the first three main fund products, plus some qualified traders trained by the company's trader training courses.

After the team was formed, the next day.

After the market opened, the 'Yuhang No. 4' fund product was initially opened under the leadership of Zhang Guobing as the trading fund manager.

According to Su Yu's macro strategy guidance.

The main direction of the 'Yuhang No. 4' fund is no longer the two core main lines of 'infrastructure' and 'military industry'.

It will be the main line of 'big finance' under the 'bull market expectations'.

"Mr. Su, do you have any instructions for opening positions in the 'financial' direction?" In the main fund trading room, Zhang Guobing asked, "How do we set the priority of individual stocks." ”

Su Yu smiled and asked, "What do you think?" ”

Zhang Guobing thought for a while and responded: "In the entire direction of 'big finance', if the investment logic is 'bull market expectations', then the priority of 'securities' must be the highest."

After all, whether it is the skyrocketing balance of the two financial markets or the skyrocketing turnover.

and the rush to enter the market by countless groups of potential investors outside the market.

These increments can bring actual performance to securities companies, and they can also make securities companies have a sharp increase in performance.

Moreover, in the domestic asset management industry, the proportion of securities proprietary business is not low.

The market continues to be hot, the index continues to move forward, and the proprietary business of this part of the securities company can also bring huge profits to the company.

Add to that the fact that the market has been in the doldrums for several years.

The valuation of the entire 'big finance' sector has been extremely suppressed by the market, and everyone's expectations are extremely low.

This has led to an improvement in the market, and when the 'bull market expectations' are getting stronger and stronger, the 'securities' sector has become the strongest sector in the entire 'big finance' sector.

Of course, if the 'bull market expectations' become more and more intense, the market can really form a bull market.

The two major financial weighted sectors of banking and insurance are also important sectors for direct income, and even the current hot 'Internet finance' sector will deepen its investment logic, and market expectations will continue to rise.

So, my advice is:

First securities, then 'Internet finance', then insurance, then banking...... It might be better to lay out in this order and priority.

It's the specific direction of the target......"

Zhang Guobing paused and continued: "The specific target, accounting for the weight of the total position, I don't have a specific plan in my heart at present, I hope that Mr. Su can guide and guide." ”

Su Yu responded with a smile: "Tens of billions of funds, if we want to operate such a large fund, we first need to pay attention to, in addition to expectations and investment logic, is the liquidity of the disk, sufficient liquidity, which can allow us to avoid many detours, and it is also a safety insurance that allows us to respond immediately when dealing with extreme market conditions."

So, at this time, our first priority is to open a position.

It is necessary to consider the comprehensive liquidity.

The investment priority of 'securities' is correct, and in the entire securities sector, the position weights can be sorted according to the liquidity of the corresponding individual stocks.

If the liquidity is high, the position weight can be increased accordingly.

If the liquidity is low, the position weight should not be too high.

After all, sometimes, it's easy to get in, but it's hard to get out!

As for the 'Internet finance' sector, the corresponding operating logic is the same. ”

"Well, then I see!" When Zhang Guobing heard Su Yu's words, he nodded, and he already knew it in his heart.

For the layout of the field of 'big finance'......

In fact, the fundamental changes of many individual stocks are convergent, and there is not much difference, so it is much simpler to determine the weight of positions according to the order of liquidity.

And in order of liquidity, in the entire securities sector.

Naturally, the stocks of first-class echelon securities companies such as 'Huaxin Securities, Huashang Securities, Huatong Securities, and Huatai Securities' have become the first target of the 'Yuhang No. 4' fund.

After straightening out the idea of opening a position and the logic of opening a position.

At 10 o'clock in the morning, when the Shanghai Composite Index continued to break through the upward volume, the 'Yuhang No. 4' fund product began to invest funds to enter the market.

And in the case of the 'Yuhang No. 4' fund fully investing funds to build a position.

At 10:10, the entire securities sector of the market began to move up significantly.

On the stock market of large brokerages such as 'CEFC Securities, Huatong Securities, Huashang Securities, and Huatai Securities', a total of 10,000 large orders are frequently bought.

At the same time, of course.

On the stock market of other securities, there are also large funds that frequently attack, and at a relatively low level, they rush to buy chips.

The entire 'Yuhang No. 4' fund product has a volume of 30 billion.

In Su Yu's guidance to Zhang Guobing, he did not stipulate how much money he could only invest, nor did he stipulate how many positions he needed to establish in how much time.

This gave Zhang Guobing enough autonomy to build a position, so that he could fully play himself.

At 10:20, under the continuous main attack of the main funds, the securities sector has been in a downturn several times, and today it has squeezed into the forefront of the market industry sector gainers.

And in the passage of market trading hours, the rise trend of its sector index is getting steeper and steeper.

The amount of large funds with net inflows is also getting higher and higher.

At 10:25, the 'securities' sector rose by more than 2%, among them, 'CEFC Securities, Huashang Securities, Huatai Securities, Huatong Securities' and other large brokerage institutions with a market value of more than 50 billion rose by more than 3%, which indicates that today's securities sector has changed from the situation of small-cap securities stocks driving the passive rise of large-cap securities stocks, and has turned into a situation where large votes lead small bills to passively rise.

And this ...... It also shows that there are main funds, which are actually building positions and are intended to be held in the medium and long term.

After all, it is really short- and medium-term speculation, and the ticket with a small circulation disk is far more flexible than the ticket with a large circulation, and it is easier to control the operation.

When the securities sector rose more than 2%.

From passively following the market index to rise, it is time to actively lead the index to rise.

In the entire market, countless investors on and off the market, as well as countless asset management institutions and fund managers in the industry, have begun to focus on the 'securities' sector.

"As soon as the securities move, the market index is afraid that it will pull back again, right?" Someone sighed.

In the case of the majority of investors in the market, the judgment of the market is still a rebound rather than a reversal, the securities sector, for everyone, is a sector with no investment value, that is, the existence of the market's 'stirring stick', after all, the overall volume of this plate is very large, and the circulation is also very large.

Then, it will naturally cause other active sectors in the market to lose blood instantly, and finally form a disk undertaking problem.

This is also the usual ......

The reason why the market trend is not good when the securities move.

It is also the reason why many investors in the market hate the 'securities' sector to suck the active funds in the market.

All in all, it is difficult for this sector to gather a continuous money-making effect when the 'bull market expectations' and 'bull market confidence' have not yet been fully established, so that it is not very popular and continuous attention by market investors, and it is also difficult to absorb continuous active funds and large funds to enter.

Of course, these factors ......

For the 'Yuhang No. 4' fund, which is in the initial stage of building a position at the moment, it is not important at all.

On the contrary, for the 'Yuhang No. 4' fund.

Zhang Guobing is eager for the securities sector to continue to be looked down upon by the majority of investors in the market, and he has been hovering and fluctuating for a period of time at this relative bottom position.

After all, only in this way will he have enough time to fill his position.

"Anyway, before the Shanghai Composite Index breaks through 3,000 points, the securities sector has nothing to look forward to."

"I have lost money several times in the securities sector, and there is no market continuity in this sector, and the last time the Shanghai Index broke through 2,500 points, the securities sector soared for a day, and the result was ...... Just when everyone thought that the bull market was coming, and the securities sector would have a sustainable market, they didn't expect this sector to fall back quickly. ”

"'Big finance' is the ballast stone of the market, and it is impossible to skyrocket."

"Or sit on the ship of the two core main lines of 'infrastructure' and 'military industry', and follow Mr. Su's core positions, how can you outperform the market and the market, what securities, big finance, the bull market does not come, where does the market come from? At this time...... Even if there are funds to do it, it is mostly a game, and there is no basis for the birth of a sustainable market. ”

"Indeed, at this stage, the securities sector cannot be viewed too highly."

"At this time, even if the securities sector can rise, it is estimated that it will only follow the index to make up for the rise."

"Hehe, maybe it will rise in the morning, and it will fall in the afternoon, and when the securities sector changes, there are banks and insurance to follow, and today even banks and insurance have not followed, and the market will definitely not continue."

"Agreed, securities are simply a sector that has little value at the moment."

"I don't know if it's the Hanhan funds that are pulling securities? At this time, it is hell that the securities can be pulled up. ”

"The key is to pull, it is still a big brokerage stock, I am strange, there is tens of billions of large-cap stocks money, acting on some small concept leading stocks, the index did not skyrocket and break through? If you want the market to be good, the most important thing is to have a good market investment sentiment! ”

"It makes sense, sometimes I feel like big money...... It's not very smart, actually. ”

"In the big funds, the level of each trader is also uneven, and not all of them are like Mr. Su of the 'Yuhang Department'."

"This is natural, if you really want to be all 'Yuhang Department's President Su, then it's worth it."

"If these agency operators are all Mr. Su, then we are ...... There is no need to speculate in stocks, buying funds is the right thing. ”

At a time when everyone continues to discuss and is optimistic about the decline in the securities sector......

At the same time.

Magic Capital, inside Zexi Investment Company, the main fund trading room.

Zhou Kan, the head of the trading team, stared at the changes in the two markets, looked at the continuously rising securities sector index, pondered for a while, and couldn't help but ask Xu Shen on the side: "Boss, do you feel ...... Today's changes in the 'securities' sector seem to be significantly different from the past! ”

"What's the difference?" Xu asked with a smile.

Zhou Kan thought for a while and responded: "The funds that enter this sector to pull the market do not give priority to the stocks of small-cap brokers, and the main large-cap stocks such as 'CEFC Securities, Huashang Securities, Huatong Securities, and Huatai Securities' are very strange.

Moreover, at the time when securities siphon funds.

It is even more strange that the banking and insurance sectors, which have always followed the linkage of the securities sector, have not moved significantly, and even if they do, they have followed the passive fluctuations of the index.

Seem...... This capital that has entered the securities sector has not really thought about really pulling the main line of 'big finance'! ”

(End of chapter)