"Boss, this market sentiment is really hot."

During the lunch break, at around 12:30, within the Modu, Zexi Investment Company, the main fund trading room, Zhou Kan observed the hot topic areas of the major stock discussion platforms on the whole network, as well as the discussion and comment areas of the trading platform, and sighed to Xu Shen: "The move of 'big finance' really pulls the investment sentiment and speculation of the entire market to the field of extremely high risk appetite.

Follow such market investment sentiment and hype sentiment reactions.

As long as the market continues to make money, it can be maintained for a period of time.

Then, under the dual virtuous cycle of market energy and emotion, the curtain of the 'bull market' has been completely unveiled.

I have to say that this Mr. Su of the 'Yuhang Department' is really a bull.

Moreover, didn't you hear that the central bank is ready to further ease the banks and increase the liquidity of money in the market?

If the macro capital side stimulates another wave, then I estimate that the market and turnover will rise sharply and break through rapidly! ”

Xu Shen heard his emotion and said: "The current market sentiment, as well as the risk appetite of the major investor groups in the market, has indeed risen. ”

"Hehe...... Zhou Kan laughed and said, "Fortunately, the boss has a prescient name, so that the two main fund products of our institution are all heavily bet on the main line of 'big finance'...... Let the capital of the 'Yuhang Department' honestly carry the sedan chair for us! ”

Xu Shen said: "The line of 'big finance', many of the main funds, should have been noticed before and formed a relatively strong expectation, but no one has the courage of the 'Yuhang Department' of this fund, and forcibly used tens of billions of new funds to continue to hit the height of the disk and activate this big main line."

Of course, nevertheless......

But I also have to admire the opportunity choice of the 'Yuhang Department' of funds this time. ”

Before the 'Yu Hang Department' attacked the line of 'big finance'.

In the early stage, the core main lines of the market such as 'infrastructure' and 'military industry' fluctuated violently, and they were never able to open a breakthrough situation and have a high degree of upward space.

In the market, there are many major capital groups who have tried to pull the main line of 'big finance'.

In a vain attempt to pull out this big main line, so as to replace the core main lines such as 'infrastructure' and 'military industry' that have been unable to break through upward, and realize the 'high and low switch' of funds and sentiments, but the securities sector, which has changed again and again, has never been able to form a consensus expectation, and really play a continuous market height space, as well as truly condense the market's hot following sentiment and follow-the-trend capital groups, forming a substantial breakthrough trend.

'Yu Hang Department' this fund.

Pull the 'securities' sector, and use the 'securities' sector to drive the entire 'big finance' main line to break through.

Xu was not surprised.

What really surprised him was the choice of timing for the capital of the 'Yu Hang Department'.

As for yesterday's all-round collapse of the disk trend and the emotional reaction of extreme recession, if he was in the other party's position, he would not have the courage and courage to invest such a huge amount of money to forcibly reverse the market and desperately hit the line of the 'securities' sector.

What's more, at that time, there was no good expectation about securities and the direction of 'big finance' on the market news.

Now that he thinks of the other party's trading moves in the direction of the securities sector, he still can't help but admire it in his heart, and at the same time feel ashamed.

"Yes, in the securities sector, before the main line of 'big finance' broke out, no one would have guessed that the market in the past two days could be so aggressive, right?" Zhou Kan took over and continued, "Boss, in today's market, the joint forces of funds in the main direction of 'securities', 'Internet finance', and even the entire 'big finance' have become more and more consistent, and the funds that are being raised and undertaken are endless, do you think...... In the afternoon market performance, the main line of 'big finance', which has risen sharply, can it go further in terms of market performance? ”

"Probably it can go further." Xu Shen said, "The market's sentiment is too strong, and on the current macro news, isn't the good news also continuing to ferment?" There will also be the internal monetary policy meeting of the central bank in the afternoon, the subsequent opening of Shanghai-Hong Kong Stock Connect, the opening of A50 index futures and China Securities 500 index futures...... These are all good expectations, not to mention, the current entire 'big finance' main line market has just broken out, its overall valuation, or stock price trend position, compared with the 'infrastructure', 'military industry' and other core constituent stocks in the early stage, as well as the valuation of a number of stocks on the main line of 'technology growth', are quite a lot of room for improvement.

In other words, these positive expectations and their own undervaluation implications.

There is also the influence of the hot market of the market itself, and the very good performance expectations of brokerage stocks in the third and fourth quarters.

Stocks in the main line of 'big finance' have strong speculation logic and speculation momentum, and also have a certain amount of logic and room for supplemental gains.

At this time, the main capital groups of all parties in the market.

The most fundamental core factor of the extreme scramble for stocks in the direction of 'big finance' is not the influence of the capital of 'Yuhang Department', but the tough investment logic and speculation expectations in the direction of 'big finance'.

At the end of the day......

The line of 'big finance', even if there is no all-round attack and tough pull of the capital of 'Yuhang Department'.

With the passage of time in the market, with the passage of time in the market, more and more news is good on this line, and the subsequent market is good, this big main line of the market will still unite the joint force of all funds in the market, attract more and more main funds to take care of, and get out of the substantial breakthrough form.

It's just that there is no direct stimulation of the capital of the 'Yuhang Department'.

Maybe the market reaction of the 'big finance' line will be slower, and its breakthrough trend will not be so rapid, and the strength of the outbreak will not be so strong. ”

Zhou Kan heard Xu Shen's analysis, pondered for a moment, understood, and said with a smile: "So, this Mr. Su of the 'Yuhang Department' is just taking advantage of the trend?" ”

"Of course, it's a matter of course." Xu Shen smiled and said, "Any top trader in the market, its main path, or all trading strategies, are formulated in accordance with the market trend, and the strongest synergy in the financial trading market is also its own trend development force."

We make trades, trade, and speculate.

Its essence is nothing more than to understand the possible trend changes in the market through various analyses and predictions.

The entire A-share market, a market of tens of trillions, without any major capital institutions, can go against the trend and go against the entire market in trading operations.

In the past few years, the 'national team' has hundreds of billions of dollars, and trillions of funds have been silent in the field.

These funds, under the demands of the regulators, have always wanted to activate the market, play a continuous money-making effect, stimulate a round of bull market, and finally open up direct financing channels in the market, but in a few years, have they succeeded? Isn't it still a pull, and the marginal effect is weaker and weaker each time, and in the end the opposite effect is achieved?

This is not following the existing development trends and laws of the market.

Bucking the trend, no matter how huge the amount of capital is, it cannot pry the market, and it is impossible to make the active capital flow of the entire market form a consistent and joint force situation in one direction.

The capital of the 'Yuhang Department' is not the amount of capital he holds.

It is his sensitivity to market changes and trend changes, and Mr. Su, the 'Yuhang Department', is always able to capture the transition nodes of market sentiment changes, and decisively invest a huge amount of money to guide, and finally form a change in the direction of the market macro trend.

I have never seen this among the traders of other major institutions in China.

Of course, even I can't do that.

Therefore, there is only one market legend, and there is only one performance myth of the 'Yuhang Department', and other people, other institutions, cannot be copied, and it is impossible to copy. ”

Zhou Kan didn't expect the boss to have such a high evaluation of the 'Yuhang Department', Mr. Su, smiled lightly, and said: "The boss is also very remarkable, this wave, we are lurking just right, and the stocks that are lurking in advance are the stocks that are the most violent in this wave of market outbreaks."

It is......

On the concept of 'Internet finance', there are not enough funds in the layout, and there are not enough chips to get. ”

Before, before the whole 'big finance' riots.

Because of the capital of the 'Yuhang Department', it has long held a lot of 'Internet finance' stocks.

Therefore, for a long time, the adjustment of the line of 'Internet finance' has not been strong enough, and there are not many opportunities to buy at a low level.

At the same time, coupled with the various capital groups in the market, the crazy pursuit of the stocks held by the 'Yuhang system'.

As a result, the general valuation level and stock price position of the constituent stocks of the entire 'Internet Finance' sector are higher than those of the core sectors of the entire 'Big Finance' main line.

This also led to the time when they opened a position in the main line of 'big finance'.

Considering the cost of opening a position, the core direction of building a position is not included in this section of 'Internet finance'.

"It doesn't matter." Xu Shen smiled and said, "Everything can't be perfect, we can lay out heavy positions in advance, get relatively low core brokerage stock chips, and stand up for the opportunity of the outbreak of 'big finance', it's very good, the profits of the market are inexhaustible, and our prediction of the market situation cannot be too accurate, we should be very satisfied with the current situation." ”

"Hmm!" Zhou Kan nodded.

After more than a month of continuous position increase, as well as the operation of locking positions and waiting for the main line of the market to change.

Now, in the core sectors of securities, insurance, and banking, the total number of positions has reached the level of 10 billion, accounting for 60% of the positions of the two main funds, so ...... At this moment, in the face of the full-scale outbreak of 'big finance', there is naturally nothing to complain about.

When the two of them analyzed the existing market situation and the market, and looked forward to the opening of the market in the afternoon......

Also within the 'Profit Exchange Fund Company' in the magic capital.

In the main trading room of the 'Yinghui No. 2' fund, fund manager Shao Xiaoyun saw the full outbreak of 'big finance' in the entire market, and the securities and Internet financial sectors were all in the form of a trend of rising and falling, but his brows were obviously wrinkled and he looked very anxious.

The fund product 'Yinghui No. 2' managed by him.

Although the early hot main lines such as 'infrastructure' and 'military industry' were withdrawn in advance, the sharp decline and adjustment of these early hot main lines in the past few days have been avoided.

However, the field of the fund's heavy position is focused on the main line of 'technological growth'.

This also means that their fund, although it has avoided a big fall in the past two days, has also stepped on the market of the all-out riot of 'big finance'.

At the same time, due to the capital group of the entire market, they are converging in the direction of 'big finance'.

The stocks in the main line of 'technology growth' that their fund is heavily held in have limited market liquidity, so even if he quickly adjusts his position to the main line of 'big finance', he will not be able to do it for a while.

"Hey......" Shao Xiaoyun paced left and right in the trading room for a while, and sighed helplessly, "The good news in the direction of 'big finance' is still fermenting, and I heard that the central bank's internal monetary policy meeting in the afternoon may also have a blockbuster release. ”

Liu Changling, the head of the trading team, thought for a while and said: "Manager Shao, my suggestion is that we should take out our positions in the main line of 'technology growth' as soon as possible, and quickly transfer our positions to the main line of 'big finance'."

Now that the market has made the choice of the main direction, then we can't hesitate!

What's more, although in the direction of 'big finance', the 'securities' sector has now risen sharply, from the bottom of yesterday, generally up more than 10 points, but compared with the entire market, it is just out of the form of a substantial breakthrough, and it is still in a relatively low position.

If we hesitate at this time.

I am afraid that if you want to adjust positions on a large scale in the future, it will be even more uncomfortable in terms of holding costs and the timing of intervention.

In fact, if you intervene now, the cost of the funds of the 'Yuhang Department' is not much lower than the funds that are generally involved at this time.

'Technological growth'.

Since it has proved that it has been abandoned by the main funds in the market, it is difficult to obtain the centralized care and speculation of the entire active capital group in the market before the main line of the market of 'big finance' is completed.

When the core main line of the market is formed, the consensus expectation of the market is formed.

In the market trend, it is the situation of the strong and the strong.

If we don't change our strategy at this time and follow up the existing trend of the market, we will only become more and more passive in the future, and such a strong market sentiment, coupled with the intentional stimulation of the 'Yuhang system' funds, may be a blockbuster positive on the macro news......

Under the combined influence of these factors.

The line of 'big finance', in a short period of time, I am afraid that it will not be adjusted, giving a good buying point for the funds that go short.

There is a high probability that it will continue to be shorted.

Moreover, the Shanghai Composite Index is 3,000 points above and is now only one step away.

We don't intervene at this time, and wait until the 'big finance' drives the index to cross 3,000 points, and the 'bull market expectation' is deeply rooted in the hearts of the people, then when the time comes, it will be more and more difficult to catch up with the line of 'big finance' and complete the overall adjustment of the fund's position. ”

"But at present, the entire 'securities' sector, many core stocks, have risen to the limit." Shao Xiaoyun said, "This will, I can't buy it if I want to." ”

Liu Changling said: "There is always no limit ah, like the core stock of 'CEFC Securities', it is obvious that you can buy heavy positions, if the funds speculate in securities, if the 'bull market expectations' are deeply rooted in the hearts of the people, the main rise of the big bull market is unfolding, and the 'big finance' line continues to soar, can the funds avoid the speculation of the 'CEFC Securities' check?" It is obviously impossible to avoid, and it is better to chase high and sweep the chips to buy at this time than to chase high later. ”

"Okay!" Shao Xiaoyun thought for a while, finally nodded, and said, "Then starting from the opening of the afternoon market, quickly cut the positions in the main line of 'science and technology growth', regardless of the cost, chase and buy the core constituent stocks of the securities sector and the Internet finance sector." ”

Liu Changling nodded and quickly issued corresponding trading instructions to the traders.

At the same time, you are also prepared to adjust your trading strategy accordingly.

At the same moment, it was in the trading room of the 'Yinghui No. 1' main fund next door to them.

Fund manager Liu Guanhai squinted at the fixed market of the two cities, and browsed the hot topic area of the relevant stock discussion platform, but the mood was obviously good, whether it was in the eyes or on the face, there was a smile, and he smiled and said to Yu Lei, the trading team leader on the side: "Xiaoyu, you are still amazing, this wave, we are involved in the main line of 'big finance', it is really wonderful, and it just stepped on the best adjustment node of the market situation, not only perfectly avoiding the 'infrastructure', ' In just two trading days, the net profit value of our fund has skyrocketed by nearly 10 points! ”

Yu Lei, the head of the trading team, responded with a smile: "The main thing is that Mr. Liu is amazing, I just provide an analysis opinion, and the final decision is made by you." ”

"Haha......" Liu Guanhai laughed, "We finally learned the previous lesson and made a correct adjustment, but the capital of the 'Yuhang Department' is really powerful enough, not only silently completed the profit reduction in the early main line areas such as 'infrastructure' and 'military industry', but also grasped the timing in the main line of pulling 'big finance'...... It's just right!

And with such a rapid pull-out method, the entire market, the entire industry, can not find a second person!

I really don't know how this guy's cognition of the market and this keen market insight came about?

It's so enviable!

It's no wonder that in the market, there are so many retail groups and so many main funds, following the trend of 'Yuhang Department' to operate.

Mr. Su, the 'Yuhang Department', is really a genius in terms of market management. ”

He still remembered the scene of meeting this person in Yanjing during the National Day last year, and he also mocked the other party a few words at that time, feeling that the capital of the 'Yuhang Department' was nothing to deal with.

But after a year.

When he was in the market, he saw the main capital, shocked the operation of the market investor group again and again, led the main line of the market to break through again and again, and created breathtaking explosive results again and again...... At that time, and at the same time in June, he misjudged the market situation, stood on the opposite side of the "Yuhang system" of funds, and encountered the largest drawdown since he took charge of the "Yinghui No. 1" fund.

He is for the 'Yuhang Department', the president of Su.

Even if you don't like it anymore, you have to admire the other party's trading ability and keen market insight ability.

Yu Lei nodded and said: "This Mr. Su is indeed a unique legend in the market, no one expected that the line of 'big finance' would be a breakthrough under such circumstances, and the core main line of the market 'high and low switching' was formed." ”

"It's no wonder that the 'Yuhang Department' is an institution that can achieve a scale of 100 billion in just over a year!" Liu Guanhai said, "It is foreseeable that in the future, the 'Yuhang Department' will most likely become an asset management giant company that cannot be ignored in the domestic asset management industry." ”

It was as if he had seen a financial giant company rising.

Again, at the same time.

Many of them cut into the main line of 'big finance' in advance, and when the 'Yuhang system' pulled the 'big finance' main line market in advance, they ambushed the main capital group of the position, and at this moment, they were also carnival, and the emotional reaction in their hearts was also difficult to hide the excitement and amplitude.

And those who have stepped on the main line of 'big finance' concentrated riots.

Mistakenly concentrating positions on the main capital groups in the main line areas such as 'technology growth', 'big consumption', and 'non-ferrous cycle'.

At this moment, it is inevitable that there will be some regrets, and they will make a trading strategy to adjust their positions.

Of course, those who have not yet been able to withdraw from the early mainline fields such as 'infrastructure' and 'military industry', especially in the last month or so, have only been heavily involved in the super-major institutional groups in the mainline fields such as 'infrastructure' and 'military industry'.

At this moment, not only did he step on the main line of 'big finance' and riot market, but also suffered huge drawdowns and losses.

The mentality is really almost explosive.

And many institutional managers, when they were helpless and complaining, couldn't help but start scolding Su Yu's 'Yuhang Department' for the funds.

Many of them are at a high level when they undertake the main line market such as 'infrastructure' and 'military industry'.

Its important logic of position adjustment intervention is that the main capital of the 'Yuhang system' will continue to lock up positions and maintain these main line markets, but I didn't expect it......

The funds of the 'Yuhang Department' came out quietly.

And quickly transferred to the direction of 'big finance', resulting in the instant loss of liquidity of the popular main line in the early stage such as 'infrastructure' and 'military industry', so that these main institutions with heavy positions here could not withdraw their positions at all for a while, and they could not withdraw their positions, so they naturally could not participate in the riots of the main line of 'big finance'.

Of course, in the market, any major fund.

It is impossible to get the likes of all the followers of the capital group.

After all, in this financial market, its essence cannot get rid of the game, no one loses money, then no one makes money.

Su Yu will not sympathize with these main capital institutions that have not been able to immediately withdraw from the core main lines in the early stage such as 'infrastructure' and 'military industry', and have become the last high-level standguard and take over, of course, he will not care. (End of chapter)