"The position of 3500 points ......" Zheng Zhongming thought for a while and said, "In fact, it does not have much impact on the market trend of the market itself, that is, it is just a psychological threshold for investors, similar to 3300 points, or 3200 points, in the short term, this point, whether it is broken or not, will not affect the essence of the market's 'bull market'." ”

"But the impact on the emotional side is still quite large." Deng Jialun continued, "If 3500 points do not break through, it is difficult to say that the market has entered the right side of the bull market. ”

"The more certainty you have, the better the price you won't have." "At this point, the market is still very fair. ”

Deng Jialun bowed slightly and responded: "That's right! ”

"So we should still bear the necessary market risks." Zheng Zhongming said, "Several main fund products under our asset management department have ...... so far The position is still in a relatively low position, in the whole market now shows strong bullish resilience, and the three core main lines of 'big finance', 'big infrastructure' and 'military industry' are also obviously ending the adjustment situation, we should still increase the position in a timely manner, around the market several core main lines, to seek corresponding excess profits. ”

Although thanks to the continuous surge in the market in the last month or so.

And in the second half of the year, the main lines of 'large infrastructure' and 'military industry' continued to rise.

Several main fund products managed by their asset management department have preliminarily completed this year's performance targets under the condition that they have made a position layout in line with these core main lines as early as possible.

However, seeing that the performance of the core main fund products managed by similar institutions in the industry and other competitor institutions has become more and more fierce recently, and the net value performance of the fund is also rising, and at the same time, he also sees that the performance of these main fund products in his charge continues to grow, not only ranking in the performance ranking of the corresponding fund products in the industry, but not improving, but declining a lot, he is somewhat dissatisfied in his heart.

Therefore, whether Deng Jialun agrees with his analysis of the market just now.

He has to further increase the position weight of these main fund products in his charge to compete for the net value ranking of the main fund products in the industry at the end of the year.

Moreover, this net worth ranking is not only his personal face.

As long as we can exceed the performance targets set at the beginning of the year, it will also be a great thing for all employees of the entire proprietary investment department.

After all, if the performance target is exceeded, the year-end bonus will not be harsh.

"Hmm!" Deng Jialun nodded and said, "I immediately asked traders to start increasing their positions in the core weighted stocks in the three main areas of 'big finance', 'big infrastructure' and 'military industry', continue to increase the position level of our main fund products, and change the corresponding trading strategies." ”

After speaking, he didn't wait for Zheng Zhongming to give another order.

Immediately turn around and quickly instruct the trading room, each trading group, to change the trading strategy in a timely manner, and follow up to undertake the corresponding position of the target stock.

With the continuous increase of the 'Huatong Bank Proprietary Investment Department', the position is long.

With more and more active long capital groups in the market, they continue to pour into the two markets on a large scale, especially in the core main areas of 'big finance', 'big infrastructure' and 'military industry', as well as their corresponding core weighted stocks and popular stocks.

Whether it's the Shanghai Index or the A50 Index.

It is still related to these main lines of a number of industry sectors, concept plates, and a number of popular stocks.

Under the effect of the continuous increase in the market's active buying funds, they continue to rise and continue to break through, expanding the corresponding gains.

And when the market trading time is after 10:20.

In the process of continuing to refresh the market gains, the Shanghai Composite Index is only one step away from the 3,500-point mark.

"It's not going to just break through the 3500 level, right?"

Seeing that the Shanghai Index is once again approaching the 3500 point mark ahead, and at the same time has fully recovered all the declines in the previous retracement, and is less than 10 points from the new annual high set in the previous few trading days...... There are also more expectations in everyone's hearts.

After all, the Shanghai Composite Index is at this threshold of 3,500 points.

The impact on the trend of the entire market and the investor sentiment in the two cities is still very large.

In the expectation of many investors, in fact, only when the Shanghai Composite Index safely crosses the 3,500 point threshold can it be regarded as completely entering the bull market stage.

Otherwise, there will inevitably be concerns about a rebound and a falsification of the bull market's logic.

Because judging from the historical trend of the market in the past, the range of 3000 points to 3500 points is the largest box range with the most serious accumulation of hedge disks.

If the Shanghai Composite Index cannot completely break through the shackles of this large box range.

And fully liberate a large number of historical traps in this large box interval.

Then, the logic of the bull market, as well as the market trend, will not be able to continue to deepen, and the overall investment sentiment and investment confidence of the market will not be able to fully shift from the current stage of relative divergence to the stage of consistent expectations.

"Hehe, it's entirely possible, today's market trend pattern is obviously better than yesterday."

"The amount of energy is bigger than yesterday!"

"Mainly the" big finance ", 'big infrastructure', 'military industry' these core main lines, today's active buying momentum, is significantly greater than yesterday, and the concentrated downward suppression of the selling force, compared with yesterday, has obviously exhausted a lot, which gives the market the opportunity to form a consistent long situation!"

"As long as the line of 'big finance' can be supported, there is a high probability that the Shanghai Composite Index will cross the 3,500-point mark today."

"The main line of 'big finance' is supported, and there is no problem at all!"

"I also think there is no problem at all, the two major sectors of securities and Internet finance have hit a new annual high today."

"The 'Internet Finance' index sector is not only a new annual high, but also a historical high!"

"Indeed, the line of 'Internet finance' is special...... It's too fierce, especially the 'straight flush' check, it's just ......"

"The 'straight flush' check completely verifies that there is no highest, only a higher trend of big bull stocks."

"The key is this position, the amount of energy is only moderate, and there is no amount of heaven, which shows that most of the internal capital groups that hold this stock are still reluctant to raise, and it also shows that the stock price of this check, in the case of no obvious change in the investment logic of the 'Internet finance' sector, there is a high probability that it will continue to skyrocket."

"The expectation of the 'straight flush' check has not yet been cashed, and it will definitely have to rise."

"The 'straight flush' check isn't all pure conceptual hype, right?"

"Of course, it is not a pure concept of hype, in the last two months, with the rapid improvement of the market situation, the investor user group of its platform can be described as a rapid surge, and the rapid rise of the investor user group will naturally push up the revenue and profit scale of its service business, to achieve the same rapid surge, I have seen the market, many institutions for the annual performance of this stock, basically estimated compared with last year, are more than 200% year-on-year growth!"

"An increase of more than 200%, which is expected...... That's high! ”

"With such a high market general expectation, if the follow-up performance is not up to standard, it will be difficult for its stock price to hold on."

"It is impossible not to meet the target, according to the recent investor user group activity estimate of its related platform, 200% performance growth is already quite conservative."

"I also think this expectation is quite conservative, in fact, if it is only 200% performance growth, the check of the straight flush, in the current position, there is no room for growth at all, the current stock can go so strong, that is, everyone generally knows that its year-end performance growth is definitely more than 200% growth."

"In fact, the annual performance estimate, 200% of the performance growth, really not conservative, because the market outbreak time, mainly in the second half of the year, or the last two months, in the first half of the year, according to the 'flush' disclosed in the semi-annual report data, the first half of the year's performance of the check compared with the first half of last year, basically there is no obvious growth, if the annual performance is expected to increase by 200%, it is thought that the performance growth rate of the second half of the check, compared with the second half of last year, It needs to be at least 4 times to equalize the annual performance growth to 200%, and the second half of the year to increase by 4 times...... This should be quite difficult, right? ”

"Whether it's big or not, you have to look at the monthly active data of users on the check's trading platform, especially the mobile terminal."

"According to the number of new downloads in the last three months of its trading platform, especially the mobile terminal, and the growth of monthly active data in the last three months...... Compared with the previous year, the increase of 4 times, obviously there is still there, I think the 'straight flush' check for the whole year performance growth, 200% increase, how can there be, the current price continues to intervene...... Although it is difficult to say how much room for growth, it is definitely impossible to lose money. ”

"In fact, there is no need to analyze so much, simply look at the K-line trend of the 'straight flush' check, you can know that the main capital groups who are optimistic about this stock are still pouring in, and the main capital groups who dare to undertake the rush in this stock price position are still quite a lot, which shows that everyone's annual performance expectations for this check, and even the final performance estimate, are definitely far beyond the expectations given by the institution, otherwise the stock price will not be the way it is now."

"Agree, the information and news channels of the institution, originally we had to be well-informed, and now the main capital group of the institution is still continuing to chase the chips of the 'straight flush' stock at a high level, which means that its annual performance expectations will definitely exceed the expected valuation given by the institution."

"In short, whether it is short-term speculation or medium- and long-term trend investment, the market situation is the result of the joint efforts of a large number of capital groups in the market, and it must be reasonable."

"Existence is reasonable, and the financial trading market cannot go against the trend."

"When personal perception deviates from the performance of the market, we can only choose to believe in the market and adjust our trading strategies reasonably."

"Go with the flow, that's what it is."

"Today's price limit board picked up a little 'straight flush', look at this check, how far can it go in the end?"

"I feel that as long as the 'securities' sector does not die, the line of 'Internet finance' will not die, and the three musketeers of the 'Flush, Great Wisdom, and Oriental Wealth' Internet financial sector will most likely not stop, and continue to be optimistic about the two popular sectors of 'securities' and 'Internet finance' to lead the Shanghai Index to break through 3,400 points!"

", the entire main line of 'big finance' has siphoned more than 7 billion main funds in the market at the moment!"

"This is a net inflow of 7 billion main funds, in essence, the siphon effect, should be more terrifying, today concentrated on the main line of the core stocks of the 'big finance' main line of the main capital group, the total scale, should be more than 15 billion, and this core main line of the field of short-term profits, unhedging, at this moment, should also be cleared almost."

"The amount of net inflow of this main capital can be performed, which is indeed terrifying."

"It's a blast!"

"In addition to the check of 'Straight Flush', the check of 'Western Securities' today is also quite explosive!"

"Indeed, the new high continues to close the board limit, which further opens up the upside space and overall valuation space of the 'securities' sector!"

"The check of 'Western Securities' really deserves to be the core leader of the entire 'securities' sector."

"It's still the strong, the leader doesn't die, it's really the ultimate performance of the bull market."

"There are also two checks of 'Blue Stone Heavy Equipment and Huagong International', today's trend is quite strong, and it has completely driven the two main lines of 'large infrastructure' and 'military industry'."

"The two checks of 'Bluestone Heavy Equipment' and 'Huagong International' are undoubtedly the core leading stocks in today's market."

"'Bluestone Heavy Equipment' is not only driven by the main line of 'military industry', but also the recovery of the entire 'new stocks' sector, which also depends on the driving role of this check."

"That's right...... Looking at the situation, the 'sub-IPO' sector has a little divergence today. ”

"It's really a disagreement! It is also a good short-term buying point. ”

"It's a pity that the 'Blue Stone Heavy Load' limit was too early this morning, and it didn't free up the position, hey......"

"Other near-end new stocks can also be listed, especially the new stocks that have just opened in recent trading days, and there is definitely a wave of market to do."

"However, the check of 'Huake Sugon' is quite different today."

"The check of 'Huake Sugon' should be dead in the short term, right?"

"Yesterday's floor, today I almost hit the fall limit, one breath close to the depth of the 30-point callback, but also a real bull, this vote I continued to buy in the previous institutional seats, and continued to lock the position, the disk in the follow-up high-level trend, but also continue to shrink the limit of the form of the dare not take it, sure enough...... This knife is really deep. ”

"The short- and medium-term trend of 'Huake Sugon' should be wasted."

"However, this check, a lot of active funds are bottoming out today, and its stock price is currently pulling back 6 points from the lowest point in today's intraday session, that is, near the falling limit."

"Although the stock price has continued to rise in the major indexes of the two cities, it has pulled back a lot, but the main capital flow still shows a relatively large outflow!"

"Regardless of how the check moves today, it's not worth following the trend and taking the buy."

"I also think so, it is too risky to accept this check at this time, of course...... Maybe this check will turn red today. ”

With the rapid refresh of the group messages.

As well as the in-depth interpretation and opportunity sharing of the market by the bigwigs of the tour capital.

Market hours flow forward rapidly, and when the market hours officially pass 11 o'clock, it enters the last half hour of the midday trading session.

The storm slammed into the market for an hour and a half.

Whether it is the disk trend or the time-sharing energy, it has finally gradually slowed down.

The Shanghai Composite Index hovered in the intraday range of 1.35% to 1.50%, located below 3500 points, no longer forced upward, while the Shenzhen Index and the ChiNext Index gradually narrowed the scissors difference with the Shanghai Index. (End of chapter)