The 'right attitude' one should have.

Especially within the Yuhang Yinhua Public Fund.

Wu Dayong nodded and said: "Okay, but I'm wondering if the 'Yu Hang Group' is in this position so suddenly and has such a large-scale aggressive increase in positions. In addition to the reasons just mentioned, is it because of the national macro-level, targeting 'infrastructure'?

', 'Reform of state-owned enterprises', what benefits are there to be released? I heard that the 'Yu Hang Group', in addition to having a keen sense of smell on the market, also has market intelligence capabilities within its asset management company.

It’s not easy, you can often find out some gossip circulating within the system in advance.”

"We have been observing the capital of the 'Yuhang Group' for a long time. The reason why the other party has reached this point and formed its current market influence and capital scale is by no means relying solely on the hype of 'inside information' and connections.

It can be achieved through relationships and the like.”

"In this case, there is no need to consider diversifying positions."

"'Military Industry' and 'Internet Finance'..." Zhou Yang's eyes kept flickering, and he thought in his mind, "Are these two lines also the key areas of attack for the 'Yuhang Department' to build a warehouse? The 'Internet Finance' line,

The expectations and hype logic are not bad compared with 'infrastructure' and 'state-owned enterprise reform'. The 'military industry' line is obviously a main line with relatively poor market trends recently. The logic of laying out this line...

what is it?"

Therefore, the entire company currently operates its own investment department.

So, after pondering for a while, he gave up the idea of ​​a multi-line layout and said: "Relatively speaking, the market prices of the two main lines of 'infrastructure' and 'state-owned enterprise reform' are still more certain than that of 'military industry'."

The two lines of Internet finance are much larger, and the capital volume of our fund products is far less than that of the Yuhang system. The two lines of "infrastructure" and "state-owned enterprise reform" alone are enough to accommodate it."

Liao Guanghua nodded and said: "Yes, I was thinking... The reason why the funds of the 'Yu Hang Group' dare to buy bargains on such a large scale under today's situation is that they are blatantly focusing on 'infrastructure' and 'state-owned enterprise reform'

In this direction, if you gamble billions of funds without hesitation, you should also think that you can use the influence of your seat to make changes and guide the market trends, right?"

Zhu Peng nodded clearly and said: "OK!"

"Oh, maybe I'm overthinking it," Wu Dayong replied.

Considering that the current net value of fund products ranks in the industry, it is basically at the middle or lower level, which is not optimistic.

"The line of 'infrastructure' and 'state-owned enterprise reform'..."

"Okay!" Wu Dayong nodded and responded, "I'll give the order later."

Zhu Peng responded with a smile: "I have just carefully reviewed today's market trends and sorted out the list of stocks with concentrated super large orders this afternoon. I found that most of these stocks are concentrated in 'infrastructure' and 'state-owned enterprise reform',"

The main areas of "military industry" and "Internet finance", which basically moved at the same time, were all medium- and large-cap stocks with relatively large circulation. No small-cap concept stocks were found. At the same time, none of these stocks with abnormal movements had the upper dragon

For stocks that are on the Tiger List, if according to what you said, Mr. Zhou, the main funds selling trays today are the 'Yuhang Department' headed by Mr. Su..."

Liao Guanghua narrowed his eyes slightly, pondered for a moment, and said: "Based on the market trend during the day, in fact, whether it is the two lines of 'infrastructure' and 'state-owned enterprise reform', or the 'growth stocks' line in the direction of the small and medium-sized board and GEM

All lines should have the opportunity and potential for the market to explode, and the main financial groups, attacks, and active directions of the market are also in these main line areas, which is enough to illustrate the problem."

"Dayong!" Liao Guanghua saw that Wu Dayong was still a little dazed. After thinking about it, he couldn't help but remind him, "Don't think about things like inside information. As market traders, the most important thing is to start from the market itself.

Analyze and judge based on the trend, the rest... are just trivial matters."

In the domestic asset management circle with the background of "state-owned assets" in the entire secondary market for stock market investment, this is basically the norm.

"at the same time……"

In view of the continuous downward correction trend of the market in mid-to-late May and early June.

"What do you think, Mr. Liao?" Wu Dayong said, "Which direction do you think has more potential for a market explosion?"

"Okay!" Zhu Peng responded and immediately began to deploy the corresponding trading strategy.

And with the well-informed major institutions similar to Yinhua Public Fund Company, they have made adjustments to their investment strategies, switching from idle to long.

At this time, the time has moved to 5:30 pm.

Amid much attention, the data on the Dragon and Tiger rankings of the two cities were refreshed as scheduled.
Chapter completed!