Zhou Hui stared at the back-end interface of the main control computer in front of him, nodded firmly, and responded: "No, I didn't expect it...... These main fund products of our company have become the biggest winners of this round of 'big finance' main line market explosion. ”

Thanks to the market after entering November, the extreme outbreak of the main line of 'big finance'.

The main fund products managed by their company have almost doubled their net value in one month in the case of the main line chips of 'big finance'.

And this performance ......

Whether it is the absolute profitability of its assets under management, or the monthly percentage increase in net value.

All of them set a new record since the establishment of the company.

"It's still Mr. Su's foresight!" Thinking of the fundamental reason for the sharp increase in the net value of the company's main fund products, Qin Qiuyue said with emotion, "Except for Mr. Su, there should be very few people in the market who will think of the line of 'big finance' before the Shanghai Index breaks through 3,000 points, or 2 months or even a quarter ago, and it will explode like this, right?" ”

"I'm afraid even Mr. Su himself didn't think of it." Zhou Hui thought for a while and said, "The start of this round of bull market is really fast and fierce, and I am afraid that many investors have not fully reacted to the entire market." ”

Qin Qiuyue nodded and said: "Yes, in just one or two months, the market turnover has exploded from about 300 billion to more than 900 billion. ”

"However, the line of 'big finance' feels like it's almost time to take profits in the short term, right?" Zhou Hui continued to ponder for a while and said, "Although the current expectations and long-term sentiment of this core main line are still very excited, the technical divergence has become more and more serious.

Moreover, this core main line has been so continuously forced to rise.

The mood has always been so hot.

It is difficult to clean out a large number of short- and medium-term profit-taking chips on its related core weighted stocks and popular stocks, that is to say, in its overall chip structure, the proportion of profit-taking and unhedging chips will only get higher and higher.

In this case......

There are more and more people sitting in the sedan chair, and fewer and fewer people carrying the sedan chair.

The sedan chair is getting heavier and heavier, and the potential selling pressure is getting bigger and bigger, so even if the sentiment and expectations are strong, its stock may have to turn to the adjustment stage. ”

In the financial market, any main market trend is not achieved overnight.

The core main line of 'big finance', in the short term, has generally come out of the doubling market, especially in the current short-term profit and hedging orders, has begun to be optimistic, began to collectively lock up, the turnover of the entire 'big finance' main line, will not continue to further amplify.

Zhou Hui estimates that this core main line is not far from the top of the short-term trend.

Of course, in the long term, the analysis is logical.

Whether it is the positive side of macro news, or the bull market sentiment, turnover, and financing balance in terms of market performance...... In terms of expected factors, the long-term logic of the core main line of 'big finance' continues to strengthen, and it still has a strong long-term investment logic, and it is still the core investment main line with the highest cost performance in the long-term investment logic of the two long-term banks.

"There's some truth in your analysis." Qin Qiuyue said, "However, despite this, at present...... There is still no clear short- and medium-term selling point, as well as the position reduction and profit-taking node of several of our main fund products.

At least the overall long-term sentiment of the core main line of 'big finance' has not yet been interpreted to the extreme.

As long as the emotions have not been interpreted to the extreme, and there are more potential blockbuster benefits.

Then, the line of 'big finance' can still rely on the inertia of the trend and the continuous hot market to make money, and continue to attract a large number of over-the-counter incremental capital groups to continue to follow the trend and chase the high.

And then there's ...... At present, we have not received the relevant strategic instructions from Mr. Su.

All this shows that the line of 'big finance', at the current time node, the development of the market is still relatively safe.

We can also let the profit of the position continue to run for a while.

Of course, among the constituent stocks held by several of our main fund products, which have obviously turned from strong to weak, and the amount of stocks that can be amplified at a high level again after maintaining a stable lock-in, when the decline is still clearly apparent, it is still impossible to hesitate to reduce positions and take profits, or liquidate and take profits.

In short, while we remain positive and optimistic, we must not forget the potential investment risks in the market. ”

"Good!" Zhou Hui nodded, paused for a while, and then said, "Mr. Qin thinks that the core main line of 'big finance', the real adjustment and conversion node, and the clear short-term and medium-term position reduction node, will it appear in which position and when will it appear?" ”

Qin Qiuyue was stunned by her question, and couldn't help but smile and said: "The short- and medium-term trend of the market is difficult to predict, what do you think?" ”

Zhou Hui thought for a while and responded: "If the news in the market that 'the central bank will cut interest rates and reserve requirements next month' is true, it should be when this news is good to land, when this blockbuster good landing, everyone has made it clear that the macro monetary fundamentals have turned, and the liquidity of the market will be higher and higher, and the strong potential support in the short and medium term will be lost The main line of big finance has a high probability of forming a situation of short- and medium-term positive expected disconnection, which will trigger the adjustment trend of this core main line with a great probability. ”

"That'...... What if the news that 'the central bank will cut interest rates and reserve requirements next month' is finally falsified by the market? Qin Qiuyue said, "If the news of the market develops like this, do you think the core main line of 'big finance' will be ...... How will it go? ”

Zhou Hui thought about it carefully and said: "Regardless of whether this potential blockbuster good news is true or false, falsified or completely confirmed, as long as the news and rumors are completely implemented, then I think the core main line of 'big finance' will most likely enter the short- and medium-term adjustment stage."

In fact, in our A-share market, the speculation of funds is always expected, rather than the fundamental changes and performance after the expectations are realized.

As long as there is strong expected support, then the stock price will definitely be able to rise under the influx of funds.

On the contrary, even if the performance is good, the main line of its related market, as well as the industry and the company, do not have enough expected support, then the valuation is low, it is difficult to rise.

For example, the current market ......

The valuation of liquor, white electricity, and automobile sectors in the large consumption field is low enough, right?

But the result? This year, the market trend of these major sectors has not been as reflected in the performance, and it has basically not outperformed the broader market index.

Of course, these major sectors are compared with the cyclical sectors of coal, nonferrous metals, and petrochemicals.

Relatively not so bad. ”

"The phrase 'speculating in stocks and speculating on expectations, rather than the fulfillment of expectations', was not very understood before, but now I feel that it is indeed profound." Qin Qiuyue said, "Since this is the case, then let's wait for the relevant blockbuster benefits of the core main line of 'big finance' to land." ”

Zhou Hui nodded and said, "Okay, wait for the expected good fortune to be realized." ”

As the two discussed the current market situation, as well as the prediction of the subsequent market situation......

At this moment, the stock discussion area of the two cities during the lunch break, especially the stock market discussion forum, as well as the financial media stock market comment area where a large number of retail investor groups gathered, the discussion topics about the current market, and the collective bullish market views are extremely intense.

"After the opening of the afternoon market, the money-making effect of the two cities should continue to expand, right?"

"It's sure to continue to expand!"

"The market is already a full-fledged bull market, do you know what a full-fledged bull market is? That's ...... All the market suspension time points are the beginning of further intensification of bullish sentiment, and all the disk adjustment points are opportunities to increase positions and buy, and this situation is ...... There is no doubt that the afternoon market trend will continue to refresh the intraday highs and continue to expand the market's money-making effect. ”

"There is no doubt that today's Shanghai Composite Index is definitely another long white candle trend."

"The line of 'big finance' is really ridiculously strong, and depending on the situation, most of the three musketeers of today's 'Internet finance' are the trend of collective daily limit."

"There is no highest, only higher, and this round of continuous short forcing has really washed out a lot of undetermined chips."

"However, although the market of the core main line of 'big finance' is still strong at present, on the whole, the further inflow of the main capital group is still weakened, right?"

"It still maintains a net inflow of more than 4 billion, and the net inflow of this main capital is already quite a lot."

"Anyway, I still continue to be firmly optimistic about the core theme of 'big finance'."

"Definitely, continue to be long in the securities and Internet finance sectors, the two leading stocks of 'Flush' and 'Western Securities' will definitely be the first batch of five-fold or even ten-fold leading stocks in this round of comprehensive bull market."

"Let's look at it five times first......"

"That's right, at least in the short term, the difficulty of continuing to double the two checks of 'Straight Flush' and 'Western Securities' is still very low."

"With the strength of the 'straight flush' check, the doubling of the increase is definitely not stopped."

"'Straight flush' first look at the market value of 50 billion, after the market value of 50 billion, and then talk about the short- and medium-term adjustment, now...... It must still be a brainless buy-in! ”

"Hehe, in fact, it's not just the core main line of 'big finance', there are really many investment opportunities in today's market, and many popular stocks and leading stocks are in the main rising wave."

"Yes, I obviously feel that the money-making effect is getting hotter and hotter."

"Not to mention, in the last few trading days, I have blindly followed the trend, and I have already made a profit of almost 20 points, haha...... I really never felt that it was so easy to make money in A-shares. ”

"The strongest money-making effect is actually the 'sub-IPO' sector, right?"

"That's right, the 'sub-new shares' sector is a real bull ratio, as long as it is a listed near-end sub-new stock, after the new stock opens, there is basically no non-rise."

"There are two sub-new demon stocks of 'Blue Stone Heavy Equipment' and 'Huake Sugon' to play the ultimate hype money-making effect, the market of the sub-new stock sector, as long as the market index is not very bad, it is not bad at all, recently...... Playing new funds in the market is also making a lot of money! ”

"Hehe, it's not, I didn't play new ones before, but now...... You have to fight! ”

"The winning rate is getting lower and lower."

"There are more new people, and the winning rate will naturally go down."

"I think that in fact, it is not cost-effective to play new, because to freeze funds, the market makes money so strongly, you can make money by buying casually, and freezing funds is to lose the investment opportunity in the market, just like two days ago, I have clearly noticed that the check is going to go to the second wave of the market, but unfortunately the funds are locked by the new one, and it is impossible to buy at all, and directly missed" Blue Stone Heavy Loading "Nearly 30% of the profits, and the result is that the new one is not hit, the funds are unblocked, and the opportunity is completely missed, which can be described as more than worth the loss, so ...... Now I don't buy new stocks, and buying new shares in the recent period is much stronger than making new profits. ”

"Haha, it seems that this is indeed the reason."

"When everyone earns, if you don't make it, you lose it."

"Yes, yes, we finally ushered in a bull market in the market, and it was a shame to miss the market at this time."

"Therefore, at this time, there is no need to analyze too much, analyze too much, but you may miss more market conditions, as long as you still have liquidity in your hand, you can chase long positions without brains."

"Yes, yes...... Brainless chasing long, buying is earning. ”

"A comprehensive bull market, continuous large-scale new capital entering the market, all high-quality chips in the market will definitely be scarce."

"It is always impossible to buy high-quality leading stocks with the core main lines of 'big finance', 'big infrastructure' and 'military industry'."

"In the morning, more than 100 stocks in the two markets have risen to the limit."

"It is estimated that the number of stocks in the two cities will hit a new height today, right?"

"According to the intensity of the market trend in the morning, it is also possible that the number of stocks in the afternoon will soar to more than 200 stocks in the afternoon with the assistance of higher bullish sentiment."

"According to the overall situation at the close of noon, the number of stocks in the two cities that rose by more than 7% in the morning is about 220, and these stocks should have the hope of rushing the board, so the grand occasion of the 200 stocks in the day is still very likely to appear."

"Haha, I feel that '100 shares up to the limit' has become the norm in the market."

"According to the trend of the market, I feel that after a week, I will probably be able to see the grand occasion of the Shanghai Composite Index rushing to 4,000 points."

"There is no doubt that at the end of the year, we will definitely be able to see the Shanghai Composite Index hit the 4,000-point mark."

"Everyone, everyone...... Next, see you at 4000 points! ”

In the extremely hot group discussion of investors on the whole network, as well as the fierce bullish emotions continue to ferment and deduce, the lunch break passes quickly.

Unconsciously, when everyone reacted.

In the midst of all the attention, the trading time of the two markets has entered 1 o'clock in the afternoon, and the entire Shanghai and Shenzhen markets, after a short suspension of an hour and a half, once again ushered in the official continuous auction trading session.

Moreover, when the time officially crossed 1 o'clock in the afternoon, the two markets began to beat again.

I saw that under the continuous fermentation, deduction and brewing of the extreme bullish sentiment, whether it is the Shanghai Index, the Shenzhen Index, the ChiNext Index, as well as the core main line, core plates, weighted stocks of the two cities, as well as a number of popular stocks with high attention, they have once again exploded rapidly, and quickly refreshed the new high on the disk. (End of chapter)