Under the influence of this extreme emotional surge, as well as anticipation, confidence and other factors.

In the next two weeks, the market has been hyping around 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'.

As a result, these mainline stocks have come out of a round without fear of any pullback.

At the same time, the funds undertaken by the disk are also extremely strong and magnificent.

In this phase.

Funds in other traditional main line areas of the market have been further siphoned by these core main lines; The vast majority of the incremental funds poured in from the OTC were also absorbed by these core main lines; There are also countless investor groups inside and outside the market, such as various retail investor groups and floating capital groups, which are also increasing their positions and chasing long positions in these main areas.

It can be said that the ultimate money-making effect brought together by these main line areas.

It has made the entire investor group inside and outside the market red-eyed and hot-eyed.

Of course, under the in-depth interpretation of this ultimate money-making effect, the Shanghai Index also continued to break through rapidly, from a position close to 2600 points, the highest touched 2850 points, an increase of nearly 10%, at the same time, the turnover of the two cities broke through and stabilized in the range of 350 billion, and the balance of the two financial institutions also stood in the active range of 800 billion.

"Haha, follow the main line of the market, in the past two weeks, the income is really cool."

In the face of the extremely hot continuous money-making trend of the market, as well as the breakthrough trend of the popular main line vowing not to pull back, and the strong Hengqiang, some market investors sighed.

"It's the same, 25% profit in two weeks, haha...... Mr. Su is really the god of the market, and the trend of the concept stocks held by the 'Yuhang Department' in the market is simply perverted. ”

"This is the truest portrayal of the market powerhouse Hengqiang!"

"What's special, unconsciously, the Shanghai Composite Index is more than 2,800 points."

"Look at it, this month, under the leadership of the two main 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', it will inevitably launch an impact on 3,000 points!"

"Hehe, wait to see the grand occasion of the Shanghai Composite Index hitting 3,000 points."

"I still remember the last time the Shanghai Composite Index hit 3,000 points, it was in 09."

"After 5 years, it feels like everything is back again!"

"This round of comprehensive breakthrough in the Shanghai Index, basically, is all due to the main line of 'big infrastructure'."

"As I said earlier, in the entire market, only the main line of 'big infrastructure' can drive the market and gather popularity and main funds."

"Fortunately, two weeks ago, when the main line of 'big infrastructure' made a further comprehensive breakthrough, I adjusted my position, otherwise...... At the moment, it is completely short of the market. ”

"It's wise to rebalance your position early and decisively."

"Indeed, you still have to keep up with the core main line of the market in order to make money!"

"After all, even if the turnover of the market is rising step by step, but on the whole, the flow of funds into the main line of other markets is still very limited.

"Agree, the line of 'big infrastructure' and the funds gathered are really too much."

"The main funds are all in the direction of the 'big infrastructure', which is safe to adjust and increase positions, so can the market of the main line of 'big infrastructure' not rise?"

"Embrace the main line of 'big infrastructure' as soon as possible and make money as soon as possible."

"Hehe, I feel that the curtain of the market's 'big bull market' is bound to be opened by the main line of 'big infrastructure'."

"Soon, fast, right?"

"If the Shanghai Composite Index accelerates to break through 3,000 points in a strong posture, then it can basically determine the macro trend of the market and enter the bull market stage."

"I think it's time to tell that the market is in a bull market."

"Whether it's a bull market or not, I care about whether the line of 'big infrastructure' can still rise."

"Nonsense, this still needs to be asked, it will definitely go up!"

"'Huaguo Baosteel, Huaguo Construction, Poly Real Estate' and other large-market core stocks, the rise from the bottom has not doubled, is this a sign of the end of the main market? Obviously not...... If we look at the trend of three waves, the main line of 'big infrastructure' is only a wave of main rise at best. ”

"Agreed, it's like a rising wave."

"From the current market analysis, in the entire market, is there a main line of market investment that is more cost-effective and hype potential than the main line of 'large infrastructure'? Not at all, so ...... At this time, what else can you do if you don't continue to embrace the main line of 'big infrastructure'? ”

"The investment logic of 'big infrastructure' is rare in history, in short...... Now this big main line is just out of the previous extreme valuation pit, and the real expected reaction has not yet begun, or that sentence...... At present, for the main line of 'big infrastructure', all callback opportunities are excellent buying opportunities. ”

"I didn't believe it before, but now I ...... I fully believe that the main line of 'big infrastructure' will definitely rise. ”

"Where is this? The trend at the monthly level has just begun. ”

"Anyway, I follow Mr. Su to make a deal, as long as the 'Yuhang Department' is still locked on the line of 'big infrastructure', then I will continue to hold shares."

"Wow, this kind of trend, it's so cool, I'm making money every day."

"I feel that I don't have to wait for a callback to increase my position, I will only wait higher and higher, if I have money, I can directly catch the main line of 'big infrastructure', the corresponding core concept stocks, and it will be over."

"Agreed, I just kept trying to wait for a pullback to increase my position, and the result was ...... The missed opportunity is now. ”

"Hey, it's the same."

"The main force does not give a chance at all, as long as it is the core stock of the main line of the" big infrastructure ", as well as the core stock of the "Yuhang system" position, almost every day is to open high and go high, or to open high and go high, and it is rare to have a downward callback, in short...... The market funds are chasing these tickets, which is too hot. ”

"Don't think about cheap chips, hesitate for a second, and make a second less profit."

"Anyway, I didn't wait for the so-called pullback to buy the point, and I increased my position all the way, hehe...... To tell the truth, this wave is really equivalent to the loss of the previous two or three years, and the loss of the previous two or three years has been beaten back. ”

", envy!"

"If the market is a certain investment opportunity, then you have to take a heavy position."

"I am full of confidence in the future trend of the main line of 'big infrastructure' anyway, not only my own funds, but also my financing leverage."

"Strong, you dare to use financing."

"On the main line of 'big infrastructure', the financing purchase of funds, there are definitely a lot, look at the balance of the two financial markets, I dare to say that in the past two months, the market financing balance has increased from more than 680 billion to more than 810 billion, and the financing increment of more than 100 billion funds, most of which have entered the core main line of 'big infrastructure'."

"Almost, that's true."

"Who would have thought that the line of 'big infrastructure' could explode like this? The market has generally doubled! In the market performance in recent years, it is really rare. ”

"If everyone thinks about it, then the line of 'big infrastructure' will not come out at all."

"Yes, fortunately, before the investment institutions on and off the market, they significantly reduced their holdings in the direction of infrastructure in the first two years, compressed the valuation of infrastructure to the limit, and shouted that these are sunset industries without any investment value, which has created enough expectations for the outbreak of the main line of the entire 'big infrastructure', otherwise the market of the 'big infrastructure' line will not break out so rapidly."

"The main thing is that the country has issued a macroeconomic strategic plan of 'the road to the new era, the Maritime Silk Road', which has completely opened up the external market, so that the traditional infrastructure industry, with the expansion of the industry, the power of the new outbreak, without this macroeconomic strategic planning as the underlying logic of investment, I think the main line of the 'big infrastructure' will not break out so quickly, and be sought after by so many main funds in the market."

"There is also the main merger and reorganization policy of 'reform and reorganization of central enterprises and state-owned enterprises', which is important for the whole ' The change in the investment logic of large infrastructure is also very important, with the support of this macro policy, many overcapacity, low production efficiency, backward facilities and equipment production capacity, can be eliminated through this form, at the same time, large enterprises, also have enough motivation and ability to reasonably merge similar small enterprises, complete the integration of industry resources, and quickly clear the excess capacity within the industry, so that many traditional industries to achieve cycle reversal. ”

"In short, no matter from which point of view, the line of 'big infrastructure' is the right time, the right place, and the right people, and it is destined to break out in an all-round way."

"Now, after this period of scrambling, the weight of institutions' positions in this main line of investment should climb up, right?"

"Looking at the institutional position data published in the market, the current institutional position weight of the 'big infrastructure' line has not yet reached a high level, and it is still hovering at a low position, mainly because the market of the 'big infrastructure' line has exploded very rapidly, and at the same time, in the upward trend of more than two months, there is rarely a continuous pullback, which has led to the institutional community, wanting to continue to increase positions, and not finding a good buying point."

"Haha...... Can I say that this group of institutions simply deserves it? ”

"How did you sell down at that time, and how do you continue to chase back now, this round ...... Mr. Su simply took most of the domestic institutional groups to death. ”

"It's not, otherwise how can you say that Su is always a legend in the market?"

"If the position of institutions in the main line of 'big infrastructure' is still at a relatively low level, then the ironclad line of ...... 'big infrastructure' will definitely rise in the future."

"Everyone locks up the warehouse and doesn't sell it, let the institution chase the warehouse and carry the sedan car!"

"There are groups of people who continue to chase after the car, and this feels ...... It's just so cool. ”

"It's been a long time since I've made money so happily, thank you to the market, thank you to Mr. Su......"

In the extremely hot market discussion in the market, it is also a moment when the majority of investors are surging and emotional, and the trading operation has fully turned into an aggressive strategy.

At this moment, in the hot trading room of the market, the main fund of the 'Yuhang Investment' company.

Su Yu stared at the trading board of the two cities, which had entered the last hour of the end of the market, and asked Zhang Guobing with a smile: "Guobing, what is the result of the 'Yuhang No. 4' fund product in the direction of securities now?" ”

Zhang Guobing glanced at the background data of the fund's main control computer and responded: "After two weeks of continuous position increase, our trading team has bought more than 13 billion chips in the 'securities', 'Internet finance' sectors, as well as some banks and insurance sectors in this stage, and the overall position watermark is almost half."

Among them, our positions in core brokerage stocks such as 'CEFC Securities, Huashang Securities, Huatai Securities, and Huatong ......Securities' are all more than 1 billion, especially for CEFC Securities, our current position chips have reached 1.533 billion.

Of course, such as China Commercial Bank, Huatong Bank, China Commercial Bank, Huaguo Taibao, Ping An Group, Oriental Wealth, Hengsheng Electronics...... The size of single-share positions in target stocks is also relatively large, basically above 500 million.

And, for these target stocks in which we open positions.

Due to this period of time, the core main line of the market is still around the two main 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'.

The core main funds in other markets rarely converge to the main line areas where we build positions, so that in the process of continuous position building, the cost of building positions does not fluctuate much. ”

"Good!" Su Yu bowed slightly, he was still satisfied with the results of this position, and reminded, "When opening a position, remember not to buy too much, remember the red line of 5% of the position, and don't be careless, and reach the card line, which is not good for the operation of our fund." ”

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

This amount of funds, if you concentrate on certain stocks to open positions, it is very likely that you will accidentally touch the holding line, so ...... Su Yu must be reminded of this point.

In case, when opening a position, the raise line is touched.

Then their position-building seats will be forced to be exposed, and their corresponding position-building stocks may also be instantly robbed by other major funds in the market, or investor groups.

This is not the result that Su Yu wants to see.

Zhang Guobing smiled and responded: "Mr. Su, rest assured, I remember this red line of shareholding, at present, our chips in a single share position are still a certain amount of space from the holding line." ”

"That's good!" Su Yu bowed slightly.

Then, he turned to several trading leaders in charge of the first three main funds of the 'Yuhang Department' and asked: "What about you, what is the result of the position reduction?" ”

Liu Yuan was the first to respond: "After two weeks of operation, we have basically completed the exit from the marginal concept stocks and weak concept stocks on the main line of the 'big infrastructure' market, in accordance with the position reduction strategy formulated by Master, and at the same time, the overall position of the 'Yuhang No. 3' fund product has also dropped to about 60%. ”

(End of chapter)