Chapter 698: A Missed Opportunity to Increase Positions!

"The chief helmsman actually continued to increase his position in the stock of 'Oriental Wealth' at a high level, and it was close to 200 million net purchases, and the chips he increased yesterday did not sell a single stock today."

saw the seat of 'Jiefang South Road', and once again appeared on the dragon and tiger list of 'Oriental Wealth'.

At this moment, in the main group of Yuhang's main tour capital, where Su Yu is located, many large investors showed a shocked look, and at the same time, they secretly admired the courage of the chief helmsman.

After all, the check of 'Oriental Fortune', the current stock price position, is really not low.

Moreover, it has not risen less recently.

On its disk, over the past few days, the accumulation of short-term profit and unhedging chips is a lot, at this time the high level continues to chase the position, it is very likely to be buried instantly.

What does this mean? It shows that the bigwigs are not afraid of the current market trend. ”

"The bigwigs' views on the market should unanimously turn to the bull market, right? Otherwise, the chief helmsman would not have continued to increase his position on a large scale at such a relatively high level, at least ...... In the previous historical dragon and tiger list data, I have not seen this kind of operation of the chief helmsman today in the last year or two. ”

"It's definitely a consistent shift to a 'bull market' view!"

"It seems that no matter how the market fluctuates, the chips of the most core high-quality stocks and leading stocks are still very scarce!"

"That's natural, otherwise the recent trend of leading stocks such as 'Straight Flush, Oriental Wealth, and Western Securities' will be so strong?"

"Today's 'Oriental Wealth' list is really beyond expectations."

"Today's 'Western Securities' is not on the list, I don't know if Zhang Mengzhu is still increasing his position, and I don't know today's market trend, Zhang Mengzhu has not sold it."

"Don't guess, Zhang Mengzhu must not have sold it, and the bigwigs still have this pattern."

"Mr. Su's 'Fortune Road' continues to be invisible today, and the check of 'Huaguo China Railway' is not on the list, and I don't know the specific trading of the main funds."

"I feel that after the expansion of the amount of funds in Mr. Su's hands, it seems that Mr. Su doesn't like to do small-cap stocks very much!"

"With the amount of funds that Mr. Su is in charge of now, small-cap stocks can no longer be done, after all, the liquidity of small-cap stocks is really limited, and they can't bear the amount of capital that Mr. Su has."

"That's right, small-cap concept stocks, long tens of millions, hundreds of millions of funds, will reach the limit of holdings, and tens of millions, hundreds of millions of funds, now for the fund products in charge of Mr. Su, it should be difficult to greatly affect the net value of fund products, so ...... It doesn't make much sense to continue to participate in the speculation of small-cap stocks. ”

"Although Mr. Su's 'Wealth Road' did not appear on the Dragon and Tiger list today, according to Mr. Su's purchase traces yesterday, the entire 'Yuhang Department' funds must have turned a lot of positions to the two main lines of 'infrastructure' and 'military industry'."

"There's nothing wrong with it, today's two main lines of 'infrastructure' and 'military industry' are really good!"

"The good plus the rise has completely become the field where today's capital groups concentrate on following the trend, but ...... I am still firmly optimistic about the securities and Internet finance sectors, which are the real core driving forces of the market. ”

"With such a high market volume, there is actually no problem with the parallel advancement of several main lines."

"That's just as well!"

"The key is that the upward trend of the market is not broken and can be maintained, so no matter how the market changes, it should not be bad."

"The Shanghai Index is obviously still on the board!"

"Not only can it be on, but I estimate that this wave of continuous short-forcing upward trend from 2900 points is just the beginning of now, and the follow-up space is huge, which is ...... If you look at the list of dragons and tigers in the two cities today, whether it is the main capital group of institutions or the group of large investors, it is still in a state of net buying. ”

"It is still a bit shocking that institutions and large investors continue to buy net on the Dragon and Tiger list."

"Yes, the index did not rise much today, and it fell at the end of the session, but the main capital group is still continuing to buy net, this result is ...... It's a bit surprising. ”

"Hehe, this shows that in the past few days, including today, the main selling force in the market is the retail investor group!"

"It can also be shown that in the anti-package trend of the index fully recovering the decline of the previous day, in fact, the overall chip structure of the market is still stable."

"Actually, this is normal, after all, there are many retail investor groups, but they have been in the market for several years, and it is difficult to resist not selling."

"Yes, we all know that under the trend of human nature, retail investors can hold on to loss-making stocks, and it is often difficult to hold on to profitable stocks."

"Based on the data performance of the Dragon and Tiger List, there is a high probability that the Shanghai Composite Index will cross 3,300 points tomorrow, right?"

"That's for sure, 3300 points, it must be trampled underfoot."

"In addition to today's strong performance of the 'infrastructure' and 'military industry' main lines, as well as the 'big finance' field of securities, Internet finance sectors, as well as the 'technology growth' main line of film and television media...... These core mainline sectors, the sector of 'sub-IPOs', can be regarded as the strongest hot concept in the market. ”

"That's right, on today's Dragon and Tiger list, it is obvious that the buying and selling seats of the stock 'Huake Sugon' are also very noteworthy."

"The check of 'Huake Sugon' should be increased tomorrow, right?"

"It's hard to say, today's market dived rapidly at the end of the session, and this stock is still firmly closed to the price limit, and there is basically no volume."

"This stock ...... The agency that intervened last week seems to have been silent recently! ”

"The investors who won the lottery saw that this stock was a high-quality stock, and there were a lot of funds on the market to raise funds, so they naturally began to reluctantly sell, so in this case...... The institution that grabbed the chips last week must be reluctant to sell, what else can there be any movement? ”

"Since the check of 'Blue Stone Reloading' opened the hype market of 'new stocks', in the past two months, the market of new stocks has really exploded!"

"That's right, if you want to talk about the market in the past two months, the branch line of 'new stocks' is really not inferior to the market of the two major sectors of 'securities' and 'Internet finance', and demon stocks are frequent!"

"The current market discussion of the check of 'Huake Sugon' is so hot, it is destined to go demonic, right?"

"There is a high probability that it will become a demon stock!"

"This check will be 15 consecutive boards tomorrow, and at the moment of creating the history of new stock listing, I will also follow a hand to see if I can grab some chips."

"In fact, the fundamentals of the check of 'Huake Sugon' are quite ordinary."

"The fundamentals are quite average, but there is a demonstration effect of 'bluestone reloading', and in the case of institutions rushing to raise funds in advance, the stock is expected to be completely brought up, and now it is ...... Regardless of whether the check can be opened tomorrow or not, at least after the check is officially opened, there is at least an emotional premium of at least 20% to 30% upward. ”

"Agree, there is a demonstration effect of 'Blue Stone Reloading', and the market's expectations for the 'Huake Sugon' check should have been more than 20 boards, as for whether this stock can exceed the 'Blue Stone Heavy Loading' record and create a new market history, we have to see again."

"Not only the stocks of 'Bluestone Heavy Equipment' and 'Huake Sugon', I think other near-end new stocks, at this time, can be actively undertaken, tomorrow...... I plan to divide a part of the position and try it on the new stocks in the near future, and I feel that this branch line will shine at this stall at the end of the year. ”

"I also think that the 'sub-IPO' branch, the market at the end of the year will not be bad, after all, to say that the most eye-catching sector in the market and the most extreme money-making effect sector, who can compare with the continuous listing of new stocks? If it is said that the novice investor group that has newly entered the market, the sector that is the first to pay attention to it must be a group of new stocks that are at the top of the list every day, and in the 'bull market' stage, the emphasis is not heavy, and if there is attention, there will be a market! ”

"The main thing is the money-making effect of the more than 20 board spaces in front of the 'Blue Stone Heavy Load', which is too terrifying and far-reaching, thus creating a 'new stock' market for more than two consecutive months."

"In fact, the 'sub-new stocks' sector is not suppressed by historical lock-in, but is easier to speculate."

"As long as the regulator does not force intervention, I think the capital activity of the 'sub-new shares' sector will definitely continue to rise, after all, this sector is really suitable for capital relay."

"At this stage, the regulator should not be forced to intervene in the market, right?"

"Definitely not, looking at the macro policy direction throughout this year, it is obvious...... The regulator also hopes to induce a wave of comprehensive bull market, and will definitely not strongly intervene in the market speculation and suppress the market speculation and money-making effect when the market has just improved a little. ”

"Isn't anyone paying attention to the stocks related to the 'automobile industry chain' in the main line of 'big consumption'? I think this line ...... The prospects are also good! ”

"Yes, yes, but I think the explosiveness is still weaker than the main line of the concept of 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', which is directly stimulated by macro policies, and the securities and Internet finance sectors in the main line of 'big finance', and it is not the first choice to follow the trend."

"Looking at the trend of the 'film and television media' sector, I feel that the 'film industry revitalization' document jointly issued by the seven ministries and commissions in June has obviously landed and strengthened, this line ...... The follow-up expectation is also a bit stronger and stronger, especially in the field of 'film and television media', the concept branch of star shareholding and equity participation, there is a faint super main fund in operation! ”

"The concept of celebrity shareholding and equity participation?"

"Yes, if the expectation of the fundamental change of the industry, coupled with the popularity of the star itself, is not a very good hype explosion, and the related concept stocks in this branch field are basically small-capitalization stocks, and there is no super main capital control like Mr. Su's 'Yuhang Department', it is still easy to pull the speculation and form a continuous money-making effect."

"This branch line seems to have been shown before, indeed...... Noteworthy. ”

"But the core leader of this branch line should still be the check of 'LETV', right?"

"That's definitely 'LeTV', there is no doubt about it."

"Speaking of the check of 'LETV', since Mr. Jia reappeared to clarify the rumors, this check is indeed a bit reversed!"

"'LETV' The check is very different,I think this check,Although the fundamentals are not good,But the future expectation is still very good,What Mr. Jia said"Internet TV"There should still be a head, right? In line with the original users of 'LETV', the future development can still be expected. ”

"Well, the future story of 'LETV' is still very beautiful, but I don't think the potential is as good as 'Oriental Fortune'."

"If you do the check of 'LeTV', it is not as certain as doing 'Oriental Fortune'."

"What about the two branches of 'mobile online games' and 'Internet online education'? I feel that with the advent of the 'mobile Internet' era, there is also a huge space for these two branch fields! ”

"The branch line of 'mobile online games', which was hyped last year, has not kept up with the performance of many concept companies, and I feel that the investment logic and hype logic of the whole branch line are a bit falsified, and the certainty is obviously not as good as the line of 'Internet finance', and this is also the fundamental reason why these two major concepts that were hyped last year have come out of completely different trends this year, as for ......' Internet online education' branch line, seems to be a new concept, if the follow-up market in the main funds agree with the hype logic of this branch, then I think it can be done a wave. ”

"In general, although the performance of the index today is not very good, there are still a lot of remarkable main line market, branch concept market, and the theme of hot speculation with strong future expectations and being undertaken by various main funds one after another, and the overall money-making effect of the market has not significantly subsided."

"Anyway, go long......"

"Yes, continue to be optimistic about the 3,500 points on the Shanghai Composite Index at the end of the year."

With the refresh of the Dragon and Tiger list, the news of the rapid refresh of the main tour capital group.

In the hearts of a large group of tourists, as well as everyone's in-depth market review and analysis, there is no surprise...... Everyone's analysis and judgment is that the market is still in the trend of 'bull market', and they all believe that the market at this time is still a very good entry point for increasing positions and entering the market.

In addition to the analysis and judgment of these large investors.

In the discussion platform where other investors gather on the whole network, as well as the internal groups of major institutions, the internal investment research departments and fund trading rooms of major institutions.

Everyone's judgment on the market is still long, continue to be long.

Of course, inside and outside the market, most investor groups are still singing long and doing long.

Investors who are worried and believe that the Shanghai Index will still be trapped in the short term at 3,300 points of pressure are not a few, most of these groups are investors who have positions in their hands, or short-term profits, or investors who have just unbundled their positions for many years.

After all, when it comes to deep sets, many people will choose to break the jar.

However, when the account is profitable, it will obviously worry about the problem of profit drawdown, and worry that the account that has finally made a profit will turn into a loss in hesitation.

And because of the existence of this psychology.

Therefore, in the 'bull market', the '28 law' of the market is still valid.

Many people know that the 'bull market' should cover stocks, minimize frequent position adjustment and change, be able to endure loneliness, and be able to keep prosperity.

However, to be truly involved in trading in the market.

In the successive hot spot transitions, in the unpredictable main line market rotation, in the extreme, or protracted market shocks.

Those who can really abide by these trading rules and really enforce them.

In the vast number of retail investors, there are still very few.

"Looking back now, the wave of plummeting the day before yesterday is really an excellent opportunity to adjust positions and increase positions!"

At around 6 o'clock in the afternoon, in the atmosphere of heated discussions among the investor groups on the whole network after the market review, Gao Yirong, the fund manager of the 'Future Growth Mixed Selection' fund product trading department within the Magic City, E Fund Mutual Fund Company, sighed helplessly and said: "I really didn't expect that such a huge decline would be completely repaired in just two trading days." ”

Although after the Shanghai Composite Index broke through the 3,000-point shackle and completed the breakthrough of the 2,000-point to 3,000-point large box range.

He has transformed the investment strategy and trading strategy of fund products in his charge into a 'bull market' mentality, and has enhanced a lot of 'technology growth' and 'big finance' mainline stocks.

However, due to missing the market opportunity before, we have not found a relatively suitable entry point.

As a result, their funds always take into account the cost factor in increasing their positions, and they have not been able to fill their positions in a short period of time on a large scale.

Therefore, in the continuous short-selling trend of the market, it has been short-selling.

As a result, I finally waited for the plunge the day before yesterday.

But he took into account that the market index deviated too far from the 20-day line, and once it plummeted, there was a high probability that it would be confirmed by stepping back on 3,000 points, so he was not in a hurry to increase his position in the crash, and wanted to wait for a lower position, or that the Shanghai Index determined to step back on 3,000 points, re-establish support, and after the market was more certain, he filled the fund position with a large-scale increase in one fell swoop.

As a result, once again I missed out on the best buying point.

As a result, the index is now completely reversed from the previous day's plunge, and the core stocks in the main line of 'big finance' have hit new highs.

They still have nearly half of their positions, which are short in the market and have not made any contribution to the net value of the fund.

At the same time, due to the conservative position of their fund, the net value of their fund products has lagged behind the company's other core main fund products recently.

This inevitably caused some anxiety in his heart.

"Boss, looking at this situation, there is a high probability that the market will not continue to step back on the 20-day line." When Gao Yirong sighed helplessly, Guan Yi, the head of the fund trading team standing beside him, hesitated and said, "If the index continues to open high tomorrow and break through the suppression of the 3,300-point mark, we are afraid that we can only do the pursuit operation on the right side, otherwise...... The more we wait, the more we will build a position, I am afraid that the cost of building a position will be higher! ”

Since June, after judging the main line of the market in the wrong direction.

After being strongly interfered with by the capital of the 'Yuhang Department', they basically did not keep up with the development of the market.

I hesitated for a lot of time in the main line room of 'infrastructure' and 'military industry' before, and finally had to chase up in an all-round way, and now I ...... On the main line of 'big finance', there is a high probability that it will be repeated again.

Gao Yirong pondered for a while and said: "Let's see tomorrow, if the Shanghai Composite Index really breaks through the resistance of 3,300 points in one go, continues to hit new highs, and enters the complete right investment range, then let's ...... There is no other way but to be forced to increase the position and pursue. ”

One wrong step, one wrong step.

If you don't keep up with the market step by step, you can't keep up with the market step by step.

Faced with the pressure of performance ranking at the end of the year, Gao Yirong thought about it and thought about it, if the index really continued to rise short, he would have to follow.

After all, if the index continues to rise, he still maintains such a position.

At that time, the annual performance target will not only fail to be achieved, which will be criticized by the majority of investors, but also make the fund more and more passive in the subsequent investment strategy selection.

And when the two of them sighed helplessly......

Far away in the Shenzhen Stock Exchange Pingyin Asset Management Center, the main fund trading room.

As the general manager of Pingyin Asset Management, Liu Ziliang stood in the trading room, looking around at the main fund manager Chen Shen, as well as the trading team leader Gao Yixiang, Wang Jinglun and others, but obviously showed a smile on his face.