"The market turnover of more than 660 billion is ah!"

In the brief review time after the market closed, at this moment, within Yuhang, Yuhang Investment Company, in the main fund trading room, Wang Can stared at the trading disk of the two cities that had already been fixed, and his face was obviously a little surprised: "Compared with yesterday, the volume has increased again, and the turnover of these two cities has risen really rapidly." ”

"Such a sharp increase in market turnover...... It proves that the off-market capital group is still accelerating its entry! Zhao Lijun, who was beside Wang Can, said with a smile, "This should be a good thing." ”

"I'm afraid it's not just the over-the-counter incremental capital group that causes the market turnover to continue to skyrocket." Zhu Tianyang took over and said, "I feel that there is also the increasing financing leverage of the capital group in the market, and you should note that when the turnover of the two cities continues to skyrocket, the financing balance also continues to skyrocket." ”

"Well, indeed." Liu Yuan pondered for a moment and replied with a smile, "Under the influence of the continuous popularity of the market's money-making effect, the investment risk appetite of the market investor group is also obviously on the rise. ”

"It should soon be seen that the balance of the two financial markets in the market will exceed the scale of one trillion!" Zhang Guobing smiled at this time and said with a smile.

Wang Can thought for a while and responded: "The simultaneous increase in leveraged funds and over-the-counter incremental funds will bring greater risks to the market?" After all, the investment tolerance rate of leveraged funds is very low, once the market encounters a storm, leveraged funds should cause great shocks and fluctuations to the market, right? ”

"Not for the time being." Su Yu heard everyone's discussion, at this time, took over and said, "On the whole, the overall leverage ratio of the market at this time is still very low, and the future expectations and fundamentals of the major industries are also continuing to improve, and the valuation system of the entire market is in a gradual upward trend, the market valuation bubble is not large, and there are still countless groups of funds that want to undertake at a low level."

In this case......

Appropriate leveraged capital participation is actually conducive to further fermentation of market conditions in the future.

For the time being, not only will it not cause greater risks to the market trend, but it is obviously intentional for the market trend, and you don't need to worry too much about this leverage. ”

"Yes, it makes no sense to put aside the valuation level of the market itself and talk about leverage." Li Meng glanced at everyone and said with a smile, "Although the scale of the balance of the two financial institutions in the market is not low now, in the same way, the overall market value and stock capacity of the market are also much larger and more than a few years ago.

Moreover, whether it is judged from future expectations, fundamentals, or performance explosion expectations.

There are several main lines at the core of the current market.

'Big Finance', 'Infrastructure', 'Big Consumption', 'Nonferrous Cycle', 'Petrochemical', 'Power Equipment'...... The valuation levels of core stocks and popular stocks in these main areas are very low, and basically, there is no valuation bubble.

In this position, there was a sudden invasion of heavy bearishness.

With the current market leverage ratio, a large number of capital groups who are willing to undertake at a low level are also completely able to bear it, and will not let the index fall back into the bear market form at all.

So, for the time being, don't worry at all.

The overall risk of the market is controllable, and the trend of the core main line is still in our expectation and dominance. ”

"Well, the strength of the 'big finance' line today is indeed increasing." After hearing Su Yu and Li Meng's analysis, Wang Can thought about it and nodded, "According to the trend strength of the main line of 'big finance', the follow-up main line will definitely continue to force short, driving the index up."

But ......"

Wang Can paused, and then said: "The two main lines of 'infrastructure' and 'military industry' in the early stage are still continuing to lose blood, and I feel that they will continue to suppress the upward trend of the index to a certain extent."

And, the boss ......"

As he spoke, his eyes turned to Su Yu again, and he continued: "We use the remaining funds to buy stocks that are biased towards the 'high-speed rail' and 'machinery and equipment' industries and have both the two main themes of 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', which have been speculated in the early stage...... Too aggressive, huh? Why do I feel that the two main lines of 'infrastructure' and 'military industry' have not yet been adjusted in place, and will continue to fall? ”

"We make trades and formulate investment strategies, but we don't rely on feelings!" Su Yu smiled and said, "First of all, we have to consider, the direction and stock we intend to invest, its fundamental expectations and future performance expectations, and even other positive expectations logic, have really changed?"

As long as the logic of these expectations remains unchanged and continues to grow.

Then, the stock price will not fall anywhere.

Moreover, when we trade, we should not be limited to one sector or one stock, but should also consider the overall trend and expectations of the market.

Don't forget, when the Shanghai Composite Index completely crossed the 3,000-point mark.

The entire market investor group, both on-market and off-market, has shifted from previous skepticism and misgivings to firm 'bull market' expectations for the overall market.

In anticipation of a 'bull market'.

Whether it is the valuation system of the market or the amount of active funds in the market, it is in a continuous upward trend.

Even though the two main lines of 'infrastructure' and 'military industry', there is an over-the-top sentiment in the continuous speculation in the early stage, and after the main line of 'big finance' continues to make money, the active main capital groups in the field, as well as the main capital groups that make large-scale profits in the main line of 'infrastructure' and 'military industry', have obvious signs of profit and profit-taking, and there are obvious signs of capital siphoning in the field of 'big finance' to the entire market.

However, in the process of increasing the number of incremental capital groups in the entire market, liquidity is becoming more and more abundant.

Even if it is the main line of 'big finance', it can't bear so much market volume.

This means that under the condition that the market's 'bull market' is expected to be stronger and stronger, the liquidity of the entire 'big finance' main line will inevitably be excessive.

Excess liquidity will inevitably flow into other core threads.

In the past few days, the continuous strong rebound trend of the main line of 'technological growth' is not this logic?

And we choose to use the remaining liquidity in the adjustment stage of the main line of 'infrastructure' and 'military industry' to continue to buy chips on these two main lines, isn't it also because the positions on the main line of 'big finance' have been increased?

It is important to think that there are definitely not a few major institutions in a similar situation to us.

With the further increase in market turnover and the continuous surge in the balance of the two financial institutions, in the case of more and more abundant market liquidity and more and more active capital flows in the market, the main line with strong expectations in the future, even if it may continue to adjust, the decline will not be very deep.

It's time for us to lay out at this time!

After all, with such a large amount of funds as ours, it is too late to enter the layout when the wind really comes. ”

"Okay, Boss, I see!" Wang Can heard Su Yu's analysis and nodded seriously.

The other core traders in the trading room, as well as the trading team leaders and fund managers, also responded one after another, and deeply agreed with the market investment logic that Su Yu said.

Accompanied by the review of the two markets by the traders of the entire trading room.

Market news is also continuing to refresh.

First of all, the balance of the two financial institutions was announced again after the market, only to see that in the continuous surge in market turnover, the financing balance continued to soar today, climbing to around 987 billion, which is getting closer and closer to the trillion mark.

Then the list of dragons and tigers of the two cities was announced.

According to the published data of the two cities' dragon and tiger lists.

I saw that there were 7 more stocks on the list as a whole than yesterday, and among the stocks on the list as a whole, the core concept stocks and concept leading stocks in the main line field of 'big finance' still occupied more than 10 places, and they were in the trading seats disclosed by the stocks on the list.

Whether it is an institutional seat or a floating capital seat, the overall trend is showing a net buying trend.

This proves that with the volatility of the index, the most active main capital group in the market is still in the attitude of continuing to increase positions, and the main sellers are still a large number of retail investors who have been deposited in history.

Among them, the two checks of 'Western Securities' and 'Straight Flush' have been on the list one after another.

And according to the data of the Dragon and Tiger List disclosed by the two checks.

The well-known Su Yu's 'Fortune Road' seats, as well as its associated institutional seats, are still locked up, and no shares have been sold.

At the same time, 'Western Securities' is a highly leading stock in the securities sector.

Buy a seat, today there is a seat in the sales department of 'Yuezhou Tianhe East Road'.

This shows that the top players in the market still maintain a very positive and optimistic attitude towards this check, and continue to relay strongly.

Another stock with a high degree of market attention was the 'Blue Stone Reload' check, which hit the highest intraday 25 boards in the early stage.

Today it is still closed with a falling limit.

According to the data of the Dragon and Tiger List disclosed by it, it can be seen that the 'Rongcheng Gang' that intervened earlier has been completely cut out today, and the several routes of capital undertaken by it have also shown an obvious net selling state.

In addition to the 'Blue Stone Reloading' this new stock.

On the list today, there is also a 'new stock' that has also attracted a lot of investors' attention.

That is, the check of Sugon, which is newly listed and set a 'ten consecutive boards' today, is also on the Dragon and Tiger list today, and according to the data of the Dragon and Tiger List disclosed by it.

It can be seen that the total turnover of this check today is less than 5 million.

Buying one seat, it turned out to be an institution, and the institution bought a net of 4.2 million, and the other four seats only bought a total of about 800,000 chips.

"When will institutions start to grab chips for new stocks?"

After seeing the data of the Dragon and Tiger List disclosed by 'Sugon of Huake', countless investors in the entire market, including the main tour capital, were a little shocked, among them, Su Yu was in the main tour capital group in Yuhang, and there were even large investors who showed obvious surprise and couldn't help but sigh.

"It's hard to understand, but as soon as the dragon and tiger list of 'Huake Sugon' comes out, I feel that this check is going to be a demon!"

"The new stocks found in the near future, in addition to the check of 'blue stone reloading', are generally between 10 boards and 12 boards, and now the stimulus of the institution, the check of 'Huake Sugon', is very likely to go straight to the space height of 15 boards, maybe, there is a 'blue stone reloading' to play the space height in, becoming the second 'blue stone reloading' is not necessarily."

"At least today's move by institutions to raise new shares shows that there are still opportunities in the direction of 'sub-new shares'."

"Agreed, the 'sub-new stocks' sector should not die so easily."

"The 'sub-new stocks' sector is also the easiest to condense the money-making effect and emotions, and it is definitely not so easy to die."

"Tomorrow's 'Blue Stone Reload' check, there is a high probability that it will rebound strongly, right?"

"There is basically no suspense about the big rebound of the 'Blue Stone Reload' check tomorrow, but if you want to reverse the bag and continue to hit the new high position in front, it is still unlikely."

"That's naturally unlikely, the 'sky floor' trend of this check in the early stage is really hurt."

"The highlight of today's Dragon and Tiger list is not only the stock of 'Huake Sugon', but also the list of 'Western Securities' and 'Straight Flush', which are very good, and on the whole, institutions or well-known capital seats, but still show a net buying trend, I feel that the market trend is really strong, far from the time of real adjustment."

"It's obviously not time for adjustment, and if it's not surprising, the market will have to open higher tomorrow."

"The stocks that come in the price limit board will have a good premium the next day."

"In general, there are still many market opportunities, and you can confidently and boldly undertake them."

"There are also the relevant seats of Mr. Su's 'Fortune Road' today, as well as the relevant seats of Zhang Mengzhu, which still maintain a good lock-up situation."

"In a word, the market pattern has not changed, just continue to be long."

"Agreed, keep going long!"

With the continuous refresh of the group news, as well as the heated discussion.

Over time.

In the evening, on the market news side, the work topic of "boosting the activity of the capital market and enhancing the role of the capital market in promoting the macroeconomy" once again appeared on the news broadcast at 7:30 p.m., and this is also the sixth time that the topic of "boosting the capital market" has been mentioned on this year's news broadcast.

And in addition to the discussion on this topic of work.

The news that the CSI 300 Index Futures, as well as the CSI 500 Index Futures, will be officially launched next Monday, that is, on November 10, is also a hot topic area that quickly swept the screen of major stock discussion platforms.

In the market itself, investment sentiment and investment confidence are very hot.

Any positive market news will be amplified by this sentiment and confidence.

What's more, in addition to these two good news, the trend of the peripheral market in the evening is also continuing to soar, and several major U.S. stock indexes, in the case of the previous surge, continued to rise sharply, closing a new rebound high.

In this way, under the double stimulus of good news in the evening and good trends in the peripheral market.

The next day, Friday, November 7th.

The market has not officially opened, the market sentiment before the morning market, as well as the hot topic areas on the major stock discussion platforms, the mood of the majority of retail investor groups is already high-pitched and excited, and the ideas in their minds have gone straight to the limit.

(End of chapter)