Chapter 607: Consistency of Emotional Expectations!
"Sure enough, what did I say, the securities sector is simply impossible to get out of the continuous upward market."
In the face of the explosion of the securities sector in the market, many people in the vast number of investor groups participating in the market are so emotional.
"In the securities sector, it is best not to move, and the main line of the market will inevitably be disordered."
"It's not, I don't know which of the securities pulled by the funds, there are enough disgusting ones, and those who are chasing the securities sector at a high level today should be set up again, right?"
"Since the Shanghai Composite Index broke through 2,500 points, this sector has not outperformed the index."
"Not only since the Shanghai Index broke through 2,500 points, but also from the lowest point of this round of rebound of 2,000 points, this is almost half a year, the securities sector has no bright performance, which is obviously weaker than the market trend.
"On the main line of 'big finance', the hedging disk is at least five or six hundred billion, or even trillion-level hedging disk, and the volume of the hedging disk at this level does not have enough positive impact, how can it form a concerted force of market funds? The main capital pulls this sector, that is a stupid shortage. ”
"Indeed, the main line of investment in the two major industries of 'infrastructure' and 'military industry' is stable!"
"At present, in the market, there are only these two main lines of industry investment, which can gather popularity and emotion, right?"
"That's for sure, otherwise why would the funds be converging in these two main areas?"
"The main capital of the market is the most important ...... to converge on these two main areas Or can these two main lines make money and have sufficient money-making effect, right? ”
At present, in addition to the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' and other core conceptual theme areas, other main lines of investment simply cannot drive market sentiment and sentiment."
"Look, with the explosion of the securities sector falling, the two main lines of 'infrastructure' and 'military industry', which were originally slightly sluggish in early trading, have begun to rush up again."
"It is not surprising that as long as other main areas of the market do not siphon funds, the active capital groups and main capital groups in the market will inevitably continue to converge on the two main areas 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'."
"I feel that the other core main line sectors of the market are basically the blood bags of the two main lines of 'infrastructure' and 'military industry'!"
"Yes, I feel that with the continued breakthrough of the two core main lines of 'infrastructure' and 'military industry', other traditional investment main lines, as well as the main line of emerging industry concepts, will also be siphoned by these two core main lines."
"There is no way, it is still the same sentence, in addition to the two core main lines of 'infrastructure' and 'military industry', other main investment areas will not be able to gather the consistency of funds to do long, nor can they produce a sustainable money-making effect, and without consistent long-term behavior and continuous money-making effect, other main funds inside and outside the market will definitely not be positive."
"It is most prudent to follow the direction of the 'Yuhang Department' fund held by Mr. Su."
"Indeed, since the Shanghai Index broke through 2,500 points, the stocks with the best gains in the entire market are a series of stocks held by the 'Yuhang system'."
"There is no way, the stocks held by the 'Yuhang Department' fund led by Mr. Su are basically the core stocks with strong expectations and excellent fundamentals in the two core main areas of the market, 'infrastructure' and 'military industry', what else can you speculate if you don't speculate on these stocks?"
"At present, it is better to follow the market trend and make an order."
"The strongest trend in the current market is the two main lines of 'infrastructure' and 'military industry'."
"As long as market funds are still gathering and flowing into the two main lines of 'infrastructure' and 'military industry', the market of these two main lines will continue to rise."
"Sure enough, following the trend is the easiest way to make money, since the Shanghai Index broke through 2,500 points, all the way to the 'Yuhang Department' infrastructure product concept stocks led by Mr. Su, have recently made almost 20% of the profits, and the Shanghai Index has risen by about 6 or 7 points until now."
"Hey, I really should have recognized the market trend as soon as possible, I especially after the Shanghai Index broke through 2500 points, I felt that the previous weak sector would definitely be able to make up for the rise, and I bought the stocks of the main line of 'technology growth', but I didn't expect it...... Now it has significantly underperformed the market index, not to mention, it has also lost money. ”
"In addition to the two main industry sectors of 'infrastructure' and 'military industry', as well as several core conceptual theme sectors such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', other concepts and industry sectors are actually still in the process of continuous blood loss."
"Hehe, if nothing else, other concepts and industry sectors will continue to be sucked by the core investment lines of 'infrastructure' and 'military industry'."
"The so-called principle that the strong are always strong will never change in the stock market."
Crowd discussion......
The market trading time moved to 11:30, and the two markets ushered in the closing moment.
I saw that the Shanghai Index, the Shenzhen Index, and the ChiNext Index continued to close higher, and the two cities showed a moderate and large trend.
In terms of the main line of investment in major markets.
In the early trading stage, the securities sector, which once had some performance, showed a trend of bursting up and falling, from a large outperformance of the market index, to a rising trend, basically synchronized with the market, and its associated banking and insurance sectors are still significantly weaker than the market index.
Other traditional investment lines, as well as the 'technology growth' main line in emerging industries.
The performance is also basically synchronized with the broader market, and there is no independent market trend.
In addition, many industry sectors and conceptual sectors, with their large capital groups, are still flowing out, converging in popular mainline fields such as 'infrastructure' and 'military industry'.
And the two main areas like 'infrastructure' and 'military industry'.
As well as the core concept of the "Eurasian Economic Belt", "the road of the new era, the Maritime Silk Road", and the "reform and reorganization of central enterprises and state-owned enterprises", after experiencing a brief emotional divergence when the securities sector rose in the morning, the securities sector was not able to form a joint force of funds, and in the process of rising and falling, it gathered emotions and funds, led the index, walked out of the rising trend of new highs, and once again became the main line of the market leader.
Faced with such a closing result.
The majority of investors in the market are basically able to accept it and have full expectations.
Moreover, after market adjustments again and again, when we found that only the two main lines of investment in the two major industries 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', can really affect the nerves of market sentiment, can truly condense market investment sentiment, and can truly form a concerted force of funds and a strong money-making effect.
Everyone's expectations for these main directions are becoming stronger and firmer.
At the same time, incremental funds are entered into the market by all parties.
When subconsciously choosing the direction of market investment, more and more people are converging in these directions.
This directly leads to the fact that in these main directions, the stock prices of core stocks with speculation value and investment value cannot fall at all, and there is no chance of a pullback.
Of course, in the midst of this.
The concept stocks in the main line fields of "infrastructure" and "military industry" held by the "Yuhang Department" are the most sought after, and they also embody most of the active funds and speculation enthusiasm in the market.
"How did the opening results be?"
At about 12:30 p.m., Su Yu, who had finished eating and returned to the main fund trading room, asked Zhang Guobing, who was in charge of the trading task of 'Yuhang No. 4' fund products.
Zhang Guobing glanced at the background data and responded: "In the morning, our trading team has built a total of about 2.6 billion positions in the entire securities sector, of which the four stocks of 'CEFC Securities, Huashang Securities, Huatong Securities, and Huatai Securities' account for more than half of the positions. ”
"Well, that's good." Su Yu said with a smile, "In the afternoon, continue to buy according to the rhythm of the morning, you don't have to pull the plate, and you don't have to deliberately maintain the disk trend of the individual stocks, as long as the corresponding target stocks are on the disk, there is a large single outflow, then start to undertake, if there is no big order, then tentatively play upward, the stock price reaches the corresponding pressure level, and then collect a large number of chips."
At the moment, the main focus of the market is on the direction of sentiment and expectations.
It is still on the main lines of the two major industries 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'.
At this time, market funds are fully converging in these main areas.
It is natural that other main line areas, as well as other industries and concept sectors, will have a bleeding effect.
In this way, as long as the sentiment and continuous money-making effect of the core main line of the current market of 'infrastructure' and 'military industry' are not dispersed, then at this stall, other major main lines that require huge main funds to continue to undertake the market are obviously unable to come out.
That is, at this time......
The line of 'big finance' will continue to be in obvious momentum.
In this way, this is a good time for us to enter the position, we must grasp it, and at the same time, we must boldly undertake and buy chips, not afraid of adjustment.
At present, 'infrastructure' and 'military industry' are the core main lines of the market.
Emotions and expectations have begun to obviously enter the climax stage, and the amount of funds needed to undertake the market is getting larger and larger, and many internal profit plates should not help but want to take profit.
In this case, the core main lines of the market, such as 'infrastructure' and 'military industry', should not be too long.
In this way, the window of time left for us to open a position will not be too long.
Wait until the core main lines of the current market, complete this wave of main rising market, and enter the short- and medium-term rest and adjustment time.
At that time, the active capital groups that have retreated from these main areas, as well as the main capital groups of all parties, will most likely notice the investment value and speculation value of the 'big finance' line.
At that time, more money began to pour into the 'big finance' related sectors.
If we want to get cheap chips again, and then we want to buy big on the board without any scruples, I'm afraid it will be quite difficult.
So, the national soldier ...... The current window of time is rare and must be fully grasped. ”
Zhang Guobing heard Su Yu's analysis and exhortation, nodded heavily, and responded: "Mr. Su rest assured, in about ten days and half a month, our 'Yuhang No. 4' fund product will be able to complete the layout in the main line of 'big finance', I believe that according to the current market trend and the degree of emotional interpretation."
'Infrastructure' and 'military industry' are the main investment lines in these major markets.
If the upward main market continues for about half a month, the problem is still not big, after all, after almost half a year of market development.
At present, there are a lot of main funds gathered in the two core main lines of 'infrastructure' and 'military industry'.
If these funds want to take profit and retreat safely, it is not something that can be done in a short period of time.
Even if the short-term sentiment and expectations of the core main lines of 'infrastructure' and 'military industry' peak, the stock price should still be able to rush up for a while, or maintain the sideways trend of stagnation in the high stage. ”
"Good!" Su Yu saw that Zhang Guobing had his own trading plan, so he didn't say much.
"Master, since you have judged the two main lines of 'infrastructure' and 'military industry', you have begun to enter the climax stage of emotions, and have reached the range of taking profit at the stage." Hearing the discussion between the two, Liu Yuan thought for a while and interjected, "Then our main positions are focused on these popular main line fund products, are we also going to start the trading operations that are slowly withdrawing?" ”
Although, at present, the two major industries of 'infrastructure' and 'military industry' are the main lines of investment.
and the main themes 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 corresponding individual stock market has very sufficient liquidity.
At the same time, it also focuses on the active capital groups of the entire market, as well as the attention of incremental capital groups.
However, the volume of their three main fund products in these main line areas is still too large, even if the liquidity is sufficient, once you want to take profit, it will take a while to complete.
This requires them to predict the development of the market and sentiment in advance, and change their trading ideas and trading operations in advance.
At the same time, it is also due to their 'Yuhang system' fund products, which have a great impact on the current market sentiment, investor confidence, and even the expected development of the main market.
This requires them to be more cautious when they come out, and they must avoid the market data in the early stage.
Otherwise, as long as their trading seats appear on the sell seats of the Dragon Tiger list.
Then, the market's sky-high follow-up orders will inevitably cause huge troubles and impacts to their trading operations and trading strategies, making them unable to appear stably and lock in expected profits.
(End of chapter)