Zheng Zhongming, general manager of the asset management business department, sighed helplessly and said: "How can I not know that this position is chasing up on a large scale, and it is very passive about our position opening costs?" However, the entire market has formed a pattern of continuous shorting, especially the securities and Internet finance sectors in the main line of 'big finance'.

These two major sectors, how much money have been siphoned in the past two weeks?

Now that the bull market has taken shape, the market's investment sentiment, investment confidence, and investment risk appetite will only continue to climb upward.

Our current position weight in the main line of 'big finance' is still completely low.

If at this time, if you do not chase high to undertake buying and enrich the chips, the follow-up with the expectation of the market's 'bull market' will become more and more intense, and as more and more major capital institutions and investment funds from all parties outside the market continue to enter the market, then it is obvious that the securities and Internet finance sectors, which are the core hot spots of the market and the pioneer sector of the 'bull market', will definitely continue to be speculated by these new capital groups.

At that time, there is a high probability that the core stocks of the securities and Internet finance sectors will be in a higher position.

If we are not decisive and chase higher to increase our positions at this time, I am afraid that there will be no suitable opportunity to intervene in the future, and the holding cost of new entry may have to be higher.

Instead, we step in at this time.

Even after the intervention, the follow-up securities and Internet finance sectors will usher in adjustments.

In the absence of fundamental changes in the pattern and logic of the 'bull market', we do not have the advantage of holding costs, and we will not be trapped for a long time.

Moreover, after entering enough positions at this moment, even if it encounters subsequent adjustments.

We can still continue to cover positions at the low level of relative adjustment and increase the weight of positions in this direction.

Therefore, the current opportunity to intervene in the two core hot sectors of securities and Internet finance, although there is a little suspicion of chasing high in terms of trading rules, but from the analysis of long-term investment logic and investment strategy, there is still no problem with the direction of its trading.

Mainly......

The line of 'big finance' is the early charge position of the development of the 'bull market'!

If we don't get enough chips, we will easily be left behind by other major institutions in this stage of market performance. ”

Deng Jialun pondered for a while and felt that what Zheng Zhongming said also had a certain amount of truth.

Indeed, in the case that the 'bull market' pattern of the market has been very clear, and the trend pattern and the hierarchy of the main line market are very obvious.

Chasing high and buying chips is far more appropriate than continuing to wait and see.

After all, only when you have chips in your hands can you participate in the game of the market, and at this time, their fund as a whole still maintains a position weight of less than 50%, which is also a joke to say.

Of course, this is also their sudden outbreak in 'big finance', and the Shanghai Composite Index quickly hit 3,000 points.

The reason why a wave of sharp short squeezing has suddenly unfolded, and the right time to enter the market has not been found.

But at this time, Deng Jialun knew that in the face of the core main line of the market, after quickly switching from the field of 'infrastructure' and 'military industry' to the main line of 'big finance', under the continuous short-forcing rebound trend, if they still insist on running low positions, especially insisting on not increasing the chips in the main line of 'big finance', I am afraid that the company's big leaders will not be easy to explain.

"Okay!" After pondering for a moment, Deng Jialun nodded, agreed to Zheng Zhongming's proposal, and responded, "Then let's make adjustments to the overall infrastructure position in this position, and increase the stocks in the securities and Internet finance sectors on a large scale, but ...... Mr. Zheng has any comments on the specific individual stock targets that we have increased our positions in these two core sectors? ”

"What do you think?" Zheng Zhongming said with a smile.

Regarding the selection of specific stock targets, Zheng Zhongming feels that it is still inappropriate to interfere too much with Deng Jialun, and also feels that Deng Jialun should have enough independent judgment ability in this regard.

Deng Jialun thought for a while and said: "The so-called 'strong Hengqiang', I think that the securities sector and the Internet financial sector in the previous stage continued to rise short, in fact, we have selected the core leading target for the market, and we should choose the stocks with the highest degree of capital gathering, the best heat and the strongest trend form in the main line of the market in the last two weeks. ”

"But the tickets you said didn't seem to perform very well after the opening today?" Zheng Zhongming said, "Tickets like 'CEFC Securities, Huatong Securities, Western Securities, Oriental Securities, Flush, Oriental Wealth, Hengsheng Electronics, ...... 'have shown obvious adjustment trends, and today's market is not small." ”

Deng Jialun laughed and said: "The so-called 'buy in disagreement, sell in agreement', isn't the adjustment of core leading stocks just the buying point we are looking forward to?"

As long as the expectation of a 'bull market' in the market is still increasing.

As long as the fundamental logic of securities and Internet finance is expected to continue to reverse, the volume of turnover in the two cities, as well as the new investor groups and investment funds entering the market, will continue to increase.

Then, the market of these core leading stocks will not be cut off.

And I can have a hunch that with the completion of the rise of a number of low-level constituent stocks and concept stocks in the two major sectors of securities and Internet finance, and keep up with the trend of the sector and index, then the next ...... These core leading stocks have been liquidated with a large number of profit-taking and unhedging orders.

With a high probability, there will be a new main capital to undertake, and its market will also rise further with a high probability.

At this time, we buy these leading stocks that are not so strong and have obvious differences in performance today, and the risk should be far better than the low-level concept stocks that have come out of the trend of making up for the rise today. ”

"'Buy in disagreement, sell in agreement,' the ...... It's kind of interesting! Zheng Zhongming smiled and said, "Okay, just do as you say." ”

After speaking, Zheng Zhongming turned his head and continued to take a look at the market performance.

Then, after encouraging the traders in the trading room, he turned around and left the main fund trading room.

After Zheng Zhongming left, Deng Jialun immediately issued instructions to the trading groups in the main fund trading room to chase positions and buy core leading stocks in the securities sector and Internet finance sector.

With the influx of a large number of follow-up funds from the proprietary investment department of Huatong Bank......

The original hierarchical market situation cannot help but change again, and there are obvious differences, such as 'CEFC Securities, Huatong Securities, Western Securities, Oriental Securities, Flush, Oriental Wealth, Hengsheng Electronics ......' and other stocks, under the crazy undertaking of the high level of buying funds from the owner.

With the passage of time, there is gradually a trend of turning into a consistent long upward trend.

And driven by the increase in volume after the temporary shock of these tickets, other core constituent stocks in the main line areas such as 'infrastructure', 'military industry' and 'technology growth' have also been driven.

This led to the Shanghai Composite Index breaking through the new intraday high and the new annual high again at around 10:30.

It pulled the intraday gain to the position of 1.75%.

Similarly, the Shenzhen Index and the GEM Index are also rising simultaneously.

After that, the market will be trading past 11 o'clock and the last half hour of the midday trading session will begin.

The entire market has once again entered a trend of comprehensive general growth.

Finally, when 11:30 p.m. arrived, the two cities ushered in the noon close, the Shanghai Index almost reached the 2% intraday increase mark, and the Shenzhen Index, the ChiNext Index also closed with a rise of more than 1.5%, the entire two cities, industry sectors and concept plates, to achieve all red, almost 2,000 stocks, only less than 300 stocks in a state of decline, the rest, the vast majority of the rise.

In the face of the market outbreak, the extreme money-making effect.

Especially in the face of this money-making effect, it has continued for two whole weeks.

The vast number of investor groups inside and outside the market, the desire to increase positions and extreme long emotions in their hearts can be described as bursting.

"Haha, is this a bull market? Really...... The money-making effect is really explosive! ”

At a time when the emotions and desires of longs inside and outside the market are bursting, the majority of retail investors gathered in the discussion area of the trading platform and the major stock discussion platforms are also in a high-pitched mood.

"The bull market in '06 and '07 didn't catch up, this wave ...... Finally caught up. ”

"This should be a historical-level bull market, after all, in the last round of bull market, when the Shanghai Index was 3,000 points, the market turnover was only about 150 billion to 200 billion, this wave, but the direct explosion to close to 700 billion position, compared with the previous round of bull market in the same position, the explosion is almost 3 times."

"The amount of energy is quite terrifying, but the number of stocks and circulating stocks in the market today has at least doubled significantly compared with that time!"

"But now the market has the big killer of two integrations."

"Yes, financing is a thing, but it is a weapon to help rise and fall, and now the pattern of the market's 'bull market', there should not be many people who doubt it, then, financing will definitely continue to skyrocket, and then further radically promote the market, I think this time...... The time period of 5,000 points on the Shanghai Composite Index is definitely faster than the previous round of bull market. ”

"There is also an index futures thing in the back, it seems that this thing is also helping to go up and down, right?"

"In short, this round of market capital, with financing leverage, is obviously much more abundant than the previous round of bull market."

"That's for sure, I heard that there will be interest rate cuts and RRR cuts by the central bank in the future."

"The central bank will not talk about interest rate cuts and RRR cuts, and this eight characters have not been skimmed, but the opening of the 'Shanghai-Hong Kong Stock Connect' has been a few days, and the southern funds, after the opening of the 'Shanghai-Hong Kong Stock Connect', there is no doubt that in the face of such a historic market as A-shares, there will definitely be large-scale investment in the north."

"Didn't the regulator say it? The opening of Shanghai-Hong Kong Stock Connect will bring at least more than 100 billion incremental funds to the A-share market. ”

"I think the incremental capital of 100 billion is definitely underestimated."

"I think, hehe, too...... It seems that our A-shares are definitely going to siphon the liquidity of Hong Kong stocks. ”

"Siphon good, anyway, I'm already full, let the storm of the market come more violently, after all...... I've been waiting for 7 years! ”

"I feel that at the end of the year, there are still a lot of good things to be introduced!"

"Needless to say, the expected benefits are much better, and there are definitely more other unexpected ones."

"There is no doubt that in the two months of the year, the market will skyrocket."

"Most likely this year should be the best year-end two months in the history of A-shares, right?"

"And in the last two months, most of them are the performance stage of the main line of 'big finance', after all, the main line of 'big finance' is special...... The follow-up benefits and expectations are too strong. ”

"The market turnover is 700 billion, and the balance of the two financial is trillions, I really want to see what the performance of the brokerage is like in the last quarter."

"The operating data of brokers, especially the operating data in October, should be able to be seen every two days, right?"

"Well, it's predictable, basically, it's supposed to be an exponential surge."

"I think the performance of the outbreak is the most fierce, it is estimated that it still belongs to the 'Internet finance' sector, this year, the current 'Internet finance' sector is different from last year, this year's individual stocks in this sector, thanks to the outbreak of the bull market, is really supported by real performance."

"The performance of the two checks of Straight Flush and Oriental Fortune will definitely explode."

"Yes, just recently, these two major trading software, I don't know how many new user groups have been added, not to mention, now it is the outbreak window of the mobile Internet."

"Let's wait for the end of the year to watch a good show!"

"However, the stock price trend of the two checks of Straight Flush and Oriental Fortune has also been really fierce recently."

"But no, the flush is almost ten consecutive yang, and there is almost no intraday increase of less than 5%, it is outrageous, the recent trend of Oriental Wealth, although the same year as the same flush this check, a little worse, but the Oriental Fortune check in the early stage of the adjustment, there is no flush fierce, just now, the overall valuation and stock price historical position of the Oriental Fortune check, is also far more than the flush."

"Although the two checks are the core leaders of the Internet finance sector, in terms of flexibility, I think the check is higher than the straight flush."

"Which check is more flexible? All with ...... You can't go wrong. ”

"The Shanghai Composite Index is approaching 3,300 points, according to this rebound speed, at the end of the year, the Shanghai Composite Index will most likely be able to knock on 4,000 points, right?"

"Yes, I am optimistic that the Shanghai Composite Index will be 4,000 points at the end of the year."

"Optimistic that Shanghai will point to 10,000 points next year, surpassing the Dow to ......"

"Haha, if you exceed the Dow, then the overall market value of our A shares, I'm afraid we will have to go straight to the US stocks."

"Shouldn't it be like this? In the past 7 years, the market has been suppressed too hard, and this day ...... It's long overdue, and it's long overdue for a big bull market. ”

"Yes, at this time, we should be optimistic, at this time, we are still singing empty, that is really uneasy and kind."

"My boss heard that I was trading stocks, and he began to ask my opinion, and he was ready to invest money in the market, but my boss didn't know anything about stocks......

"What's the matter if you don't know anything? Do you need any skills to buy stocks? Isn't it how to buy and how to earn lately? ”

"That's right, you said you lost money or something, and what is difficult to speculate in stocks, I didn't feel it, I only entered the market for 3 days, and the results were all earned, and now I have earned 12 points."

"Why do I feel like I can make money by buying with my eyes closed?"

"I also bought it blindly, but I didn't expect it...... I also ate a price limit, I asked my colleagues before, and they all said that the stock market was a flood beast, and they were advised not to touch it, but now, ...... I think they're all liars, damn it...... It's not too easy to make money, and I earned a month's salary in a few days. ”

"I'm also a newbie, does this market have a welfare bonus and a luck bonus for novices?"

"I also feel that stock trading doesn't seem to be that complicated!"

"I brought my friend in, and he has earned almost 10 points recently, and I don't know if it's an illusion, I always feel that everyone seems to have a deep prejudice against the stock market before."

In the posts of major stock discussion platforms and trading platform discussion forums that are constantly refreshed.

In the fierce and high-pitched discussion of tens of millions of online retail investors.

At this stage, it can be clearly seen that many newly registered, or shortly registered retail investors, are speaking more and more actively, and in the entire field of online stock discussion platforms, there are more and more posts about this kind of novice stock trading, which is becoming more and more popular.

It is not like half a year ago, when the major stock discussion platforms were deserted.

At this time, no matter which stock discussion platform it is, the popularity is hot.

And under the interpretation of this fiery emotion, there are more and more retail investor groups on the Internet, and there are also more and more novice investor groups outside the market.

It is in this intense and hyperactive discussion among retail investors.

The one-and-a-half-hour break at noon is fleeting.

Even in this one-and-a-half-hour break, there is no clear good news on the macro news side, but driven by high-pitched investment sentiment and investment confidence, and under the attention of countless new investor groups attracted by the continuous money-making effect of the market.

At 1 o'clock in the afternoon, the market and the two markets just began to beat.

Almost all market stocks, under the help of extreme emotions and the incremental funds that follow the trend, have continued to explode and go high, further playing the height of the market, condensing a stronger market money-making effect, and at the same time, deducing the short trend to the extreme.