Xu pondered for a while, and said: "The previous Dragon and Tiger list was not disclosed, and no one will know about the 'Yuhang Department's funds without disclosing the position data and the net value of the fund, but ...... Our main capital has a huge position volume on the main lines of 'big finance', 'big infrastructure' and 'military industry'.

Even if you reduce your position and take profit in advance, you should still have a lot of positions reserved.

Absolutely will not reduce all positions and take profit and leave the market.

After all, the underlying logic of the bull market in the current market is still there.

As long as there is this logic, the main capital of the 'Yuhang system' should not all reduce their positions and leave the market, because once they all leave the market, such a huge amount of funds will continue to build positions in the follow-up, and it will be more difficult to be sniped by the main funds of the market. ”

"Hmm!" Zhou Kan nodded and said, "I also think so, the capital of the 'Yuhang Department' is unlikely to leave the market completely, and at the maximum, it should be reduced by more than half of the position." ”

Xu Shen smiled and continued: "No matter what the current movement of the main capital of the 'Yuhang Department' is, it will not change our company's current investment strategy and trading strategy, based on the intraday trend performance of the two markets today and the closing results...... The Shanghai Composite Index is at 3500 points, and there is a high probability that it will not stop. ”

"3,600 points will collapse at the first touch, and 3,500 points will naturally be difficult to hold." Zhou Kan responded, "Now it is only two or three trading days after the news of the central bank's interest rate cut and RRR cut landed, and it can be clearly seen that the adjustment of the market is far from the end at this time, and the days ahead will be more difficult, with a high probability...... The Shanghai Composite Index will, as predicted by the previous boss, fall below the 3,500-point mark, continue to find a bottom and build support downward, and may even step back to 3,000 points. ”

As the two discussed the latest data of the Dragon and Tiger List disclosed by the two cities.

and the latest forecast for the main capital trend of the 'Yuhang system'.

At this time, where other major investor groups in the two cities gathered, as well as in Su Yu's 'Yuhang main tour capital group', everyone's discussion of the after-hours data of the two cities was also in full swing.

"What's the situation? The 'Yuhang Department' helmed by Mr. Su still does not appear on the list of dragons and tigers today. ”

"This shows that in the past two days when the market has plummeted, the 'Yuhang Department' led by Mr. Su has not reduced a large number of positions at all."

"Agreed, except for the day before yesterday, when the central bank cut interest rates and cut the reserve ratio, the 'Yuhang Department' led by Mr. Su has reduced some of its chips on a large scale, and in the past two days, there has been absolutely no reduction."

"It stands to reason that once the 'Yuhang Department' in charge of Mr. Su moves the idea of reducing positions and taking profits, there is no reason to suddenly change the strategy and stop!"

"Is it possible that Mr. Su didn't think about large-scale position reduction and profit-taking at all?"

"There's another possibility, didn't a big brother in the group say it before? That is, the 'Yu Hang Department' led by Mr. Su has long been implementing the strategy of reducing positions and taking profits, and the news of the central bank's interest rate cut and RRR cut the day before yesterday landed, forming a positive situation of landing into a negative situation, which is when the main funds of the 'Yu Hang Department' led by Mr. Su were completed when the large-scale position reduction and profit taking profit was completed. ”

"If that's the case, then Mr. Su's prediction of the two markets is simply not too accurate."

"Originally, the main capital of the 'Yuhang Department' was terrifyingly accurate in judging the market of the two markets."

"Also, basically, every time I stepped on the rhythm of the market."

"Alas, two kinds of speculation, will bring two kinds of judgment on the market, if Mr. Su's 'Yu Hang Department' does not have the idea of large-scale position reduction and profit-taking, then, the current market situation, it is very likely that it will reverse quickly, if Mr. Su's 'Yu Hang Department' is the idea of large-scale position reduction and profit-taking, then the next market trend, I feel quite unoptimistic."

"The market has fallen sharply for three consecutive days, from 3,800 points to below 3,600 points, how can you be optimistic?"

"That's right, it's pretty pessimistic."

"It can't be said to be pessimistic, the current market sentiment is generally bullish for a long time."

"Long-term bullish, but it doesn't affect the short-term decline."

"The trend of the two cities, the 3,500 points that everyone generally believes, will definitely not be able to hold it."

"3,500 points can't hold on, and the bottom of the Shanghai Index will be around 3,000 points, which will have a strong supporting effect."

"In fact, I think that although the market is still in the adjustment stage, the risk is not great."

"As long as the underlying logic of the bull market does not waver, then this adjustment is not a problem at all."

"However, in general, the core main lines of 'big finance', 'big infrastructure', and 'military industry', which continue to soar in the early stage, should be completely avoided in the near future, right?"

"That's for sure, although the 'Yu Hang Department' led by Mr. Su did not appear on the list of dragons and tigers in the two cities, but the major institutions in the market, many retail investor groups, it is hard to believe that the 'Yu Hang Department' led by Mr. Su will not continue to reduce positions, and since the trend of continuous selling has been formed, it will be difficult to stop in the short term."

"It's not that it's hard to stop, and this kind of situation in the near future can't be stopped at all."

"Well, from the direction of trend analysis, it is completely correct to temporarily avoid the main lines of 'big finance', 'big infrastructure' and 'military industry'."

"'Big Finance', 'Big Infrastructure', 'Military Industry' are the main line areas, and the recent trend of a number of concept stocks is really miserable!"

"Isn't it? Bluestone Heavy Equipment and Huake Sugon, the two core hot stocks in the field of sub-IPO concept plates, have fallen three times in a row. ”

"There are also 'Great Wisdom, Straight Flush, Shanghai Steel Federation, Huake Jincai......' These votes, the trend in the past three days is also very tragic."

"I feel that the core main lines of 'big finance', 'big infrastructure' and 'military industry' will not stop, and the market index will not see the bottom."

"It's not a bottomless thing, but a short-term hype in the near future, and I can't do it at all!"

"If you've been making a deal lately...... Either completely avoid the three core main lines of 'big finance', 'big infrastructure' and 'military industry', or completely rest with empty positions. ”

"The film and television media sector should also be avoided."

"In the early stage, a number of popular stocks in the three core main areas of 'big finance', 'big infrastructure', and 'military industry' should have collapsed now, right?"

"There is no doubt that it has collapsed."

"Alas, I ate a fall limit today, and I feel that the risk of buying the bottom at this time is also huge."

"The position of 3600 points, the original support is not strong, if you really want to try to buy the bottom, I think the back 3500 points, you can still try."

"Wait for the two checks of Bluestone Heavy Equipment and Huake Sugon, and then take a drop limit, it should be about the same."

"The two checks of Blue Stone Heavy Equipment and Huake Sugon, it shouldn't be possible to go again, right?"

"It's hard to say, in the current market, the attention and discussion of these two checks are still very high."

"I think the current opportunity is in the field of 'big consumption', or 'mobile Internet' and 'smart phone industry chain'."

As for the two main lines of 'mobile Internet' and 'smart phone industry chain', although they are currently at a relatively low level, after the completion of the speculation last year, the time for adjustment this year is relatively sufficient, but with the 'Internet finance' sector as a drag, it feels difficult to play the space!"

"Alas, the 'Internet finance' sector has indeed dragged down the play of these two main lines."

"But it is clear that the trend logic of the 'Internet Finance' sector is not following the main line of the 'mobile Internet' market at all!"

"The 'mobile Internet' sector, when it rises, follows the 'big finance', but when it falls, it will inevitably affect the core theme of 'mobile Internet'."

"Then we can only speculate on the relatively strong 'Apple concept' sector in the 'smartphone industry chain'."

"Apple's concept plate is indeed a good hype direction."

"In fact, in the 'Apple Concept' sector, the core target has come out, such as 'Changying Precision' is the trend of the second board today."

"Well, the theme of 'Apple Concept' can be regarded as a key focus at the moment, is there anything else?"

"There's also an 'Internet e-commerce' aspect, right? After Ahri Baba is re-listed, there should still be a leading role in the field of "Internet e-commerce", that is, there are still various funds in the field of this concept before, but recently, it is really invisible. ”

"The concept of 'Internet e-commerce' has been speculated several times before by various funds in the market, but no more consistent long expectations have been formed."

"At that time, there were several core main lines such as 'big finance', 'big infrastructure', and 'military industry' that continued to siphon the active capital groups in the market, how could it be possible to speculate on consistent long expectations, but now...... It's completely different, 'big finance', 'big infrastructure', 'military industry', the core main lines, although the current fall is fierce, but it is indeed released a lot of active funds in the market, and these active funds, at present, are indeed looking for a new market main direction, hype and layout, I think...... Now the line of speculation 'Internet e-commerce' is a way of thinking. ”

"That's right, in fact, you can also link the concept of 'Internet e-commerce' and the idea of main line hype with the line of 'big consumption'."

"Smart, choosing the 'Internet finance' concept stock with the attribute of 'big consumption' is the right way to make speculation, and analyze it according to this logic...... There aren't a few stocks that should be eligible, right? ”

"There are still several, and I feel that it is enough to form a plate effect."

"Tomorrow, let's try the check of 'Sanjiang Shopping', do we have anything to follow in the group?"

"I think 'Xinhuadu' is better!"

"The check of 'Hualian Supermarket' is also good."

"The stock nature of 'Sanjiang Shopping' is relatively better."

"I'll wait for you to pull out the money-making effect of the entire sector before entering the market, come on, everyone."

"I don't plan to do this sector, I think that if the index can kill a wave quickly tomorrow morning, then the hype of the concept theme of 'over-falling rebound' is quite strong."

"Well, the line of 'over-falling rebound' is indeed good."

"The logic of 'over-falling rebound' still has to wait for the major institutions in the market to understand that the 'Yuhang Department' led by Mr. Su has completed the strategy of large-scale position reduction and profit-taking, and then there will be the motivation to make a market, right? After all, if you make a plate at that time, the pressure on the plate will be much less. ”

"Agree, at present, the selling pressure in the three main areas of 'big finance', 'big infrastructure' and 'military industry' is still very heavy."

"There's no way not to be heavy, the previous has risen for so long, accumulated so many profits, liberated so many historical hedging disks, these profit disks and unraveling arbitrage disks, under the inducement of the 'Yuhang Department' in charge of Mr. Su, are all chips that must be smashed out."

"In the field of 'coal' and 'non-ferrous cycle' plates, no one is optimistic?"

"These two major sectors, the fundamentals are seriously flawed, and they are not optimistic at all."

"I'm not optimistic, the so-called serious loss effect of the plate, is to be avoided, at present, these two major sectors have neither fundamental expectations driven, nor the main capital to pay attention to, completely inconsistent with the direction of the market."

"However, although the fundamentals of these two major sectors are seriously flawed, they have fallen really miserably."

"The stock price is also really low."

"We are not an institution, I think the direction of the market is still to follow the emotions."

"The two directions of 'Internet e-commerce' and 'Apple concept' that everyone discussed before are indeed very good, and if you really want to do it at present, I feel that you can only do it from these two directions."

With the rapid refresh of the news in the group, as well as the in-depth analysis of the market situation by many bigwigs in the group.

The investment sentiment of the whole market is also changing rapidly.

I saw that the bullish sentiment is changing more and more to the bearish sentiment, and in the change of market sentiment, in the evening, the peripheral market is also low and low, which casts a shadow on the domestic investors' expectations for the market outlook.

Then, when the next day, December 11, Thursday came.

The two markets once again showed a trend of opening low across the board, and a number of popular main lines in the early stage, such as 'big finance', 'big infrastructure', and 'military industry', also suffered heavy setbacks again.

However, in the main lines of 'big finance', 'big infrastructure', and 'military industry', all of them have suffered heavy losses.

And the main lines of 'big consumption', 'mobile Internet', and 'smartphone industry chain' are also sluggish.

The two major concept plates of 'Apple Concept' and 'Internet E-commerce' have sprung up and become the conceptual theme plates that lead the rise in the two cities.

And, the core stocks of these two major concept sector areas.

Changying Precision's check was even more at the opening, that is, the price limit was sealed, and the strong trend of the three boards was successfully realized.

There is also the check of 'Sanjiang Shopping', which was also opened at a large price, and was subjected to concentrated fund-raising speculation by various short-term capital groups when it officially opened. (End of chapter)