Chapter 472 The agencies who were forced to follow suit!

"I hope so!" Li Meng nodded, "I don't know why, but the company's asset management scale has grown so rapidly that sometimes I feel panicked."

Su Yu smiled and said: "It's normal. My mentality hasn't changed yet. I'll get used to it as time goes by."

This is like a person who expected to get only a few hundred thousand at most, but suddenly got tens of millions or even hundreds of millions of wealth that far exceeded his expectations. That is when a person suddenly feels flustered and unaware.

Overwhelmed, after all, wealth is too easy to obtain, and you will be too worried that it will disappear quickly.

"Yeah!" Li Meng responded lightly, and then said, "After the market dragon and tiger ranking data came out today, did you read the related topics and comments above?"

Su Yu responded: "I haven't had time to see it yet. What, is there anything abnormal?"

"Market sentiment has recovered much faster than we expected." Li Meng said, "Suddenly, a number of investment institutions, well-known market analysts, chief investment advisors of securities firms, financial influencers on the market, and well-known online stock commentators

People, etc., have begun to stand up and publicly express bullish remarks."

"This shows that the pressure on the regulatory authorities is quite high." Su Yu smiled and said.

Li Meng nodded and responded: "Although it is a relatively clear signal in the direction expected by the regulatory authorities, everything is too much and emotions are so fast. Those early hold-ups in the market that have not been cleaned up in today's trend,

Or profit-taking chips, I'm afraid it will be more difficult to clean. The market will form consistency too quickly, which is not conducive to the formation of the chip structure at this stage, and this will also form a relative restriction on the height of the rebound."

"The market trend and market evolution are inherently unpredictable." Su Yu said, "Even if we predict the right direction and make a relatively timely trading strategy, it is impossible to achieve perfection. As long as the general trend direction is not

If something goes wrong and there is a specific phased trend, then we can only take one step and look at it."

"Okay!" Li Meng responded, stopped talking, and continued to follow the drama with his head turned.

Su Yu accepted the business card from Zhou Boyang of Huijin Company, then saved the number, went into the house, changed his clothes, started to wash, and went to bed.

In the evening, the bullish sentiment in the entire market recovered rapidly.

U.S. stocks continued to open lower at the opening. Although they did not repeat the plummeting trend of the previous trading day, they still cast a shadow over the bullish sentiment in the market that has fully recovered.

The next day, Thursday, June 12th.

As U.S. stocks continue to close down across the board and the entire external market also generally closes down, A-shares ushered in a new trading day.

Before the opening, at 9 a.m., market investment sentiment showed clear signs of decline compared with yesterday's after-hours market data when the Dragon and Tiger rankings came out. Under the shadow of external market trends, even though the entire market still remained stable for the vast majority of investor groups.

Despite the long-term thinking, many investors undoubtedly have a little hesitation in their minds. At the same time, they are gradually returning to rationality and no longer have the crazy emotional performance after the market yesterday.

"In the Asia-Pacific region, except for those of us who have not yet opened, we are basically following the trend of US stocks. The Korean Composite Index and the Nikkei Index have both opened much lower." At 9:05, there are only 10 minutes until the call auction of the two cities.

At that moment, Yu Hang, inside the Yinhua Public Fund Company, in the 'Value Investment Mixed Selection' main fund product trading room, Zhu Peng, assistant to the fund manager and leader of the trading team, frowned slightly and said, "Yesterday the index was able to bottom out.

The rebound, independent of the global trend, is a surprise, but today...I am afraid that the opening moment will be the high point of market sentiment throughout the day."

"Furthermore, the market amplitude was so large yesterday, and the funds that bought the bottom made huge profits. Today, these funds have a great desire to stop profits."

"Under such circumstances, it would be very difficult for the index to continue to hold high and be independent of global trends!"

After hearing Zhu Peng's words, the fund manager Zhou Yang, who was standing behind him, pondered for a while and responded: "The trend of the external market has an impact, but under the current market sentiment, it should not be the main decisive factor. In other words

In other words, it is not easy for the market to continue yesterday's sharp rise today, but it is also quite difficult for it to fall. After all, under the stimulation of this market sentiment, there will be no shortage of OTC funds who want to enter the market to increase positions and grab funds.

Some of the over-the-counter funds that have increased their positions and rushed to raise funds, in the absence of clear negative news in the market, I think are enough to support and undertake the exit of the market if they want to take profits, or are uncertain about the market trend and hesitate to stop losses.

Some of the funds were sold.”

"and……"

Zhou Yang paused and continued: "Even though the overall market performance today is not satisfactory, the three core main lines of 'infrastructure', 'military industry' and 'Internet finance' absorbed so much investment yesterday.

There are active funds and main funds on the market, and there is also the positive stimulation of the 'Yu Hang Group' large-scale increase in positions in this field. If the rebound trend continues yesterday, it should not be a big problem."

"Is everyone really that willing to help fund the 'Yu Hang Department'?" Zhu Peng asked, not as optimistic as Zhou Yang.

Zhou Yang smiled helplessly and said: "This is not a question of whether you are willing or not, but based on the market's current expected logic, only these major lines have the highest cost performance, and only these major lines can carry the market's relatively consistent trend.

It is expected that corresponding market synergy can be formed, otherwise...who would be willing to provide funds for the 'Yu Hang Department'?"

“It’s not like other main lines haven’t been tried by the main funds on the market!”

"But what's the result?"

"White electricity, liquor, and automobiles in the 'consumer' field; vaccines, innovative drugs, generic drugs, medical technology, and in vitro diagnostics in the 'pharmaceutical' field; securities, banks, and insurance in the 'traditional financial' field; and coal, nonferrous metals,

Petrochemicals, shipping, ships, electronic information, Internet software, Internet applications, smart phone industry chain... In these fields, during the period before and after the holiday, the main funds of all parties in the market have been rotated more than once, right?

Which main direction, like the "infrastructure", "military industry" and "Internet finance", has been unanimously recognized by the main funds, hot money, and retail investors of all parties in the market, and has truly moved the overall market situation? None of them

!”

"so……"

Zhou Yang smiled bitterly and continued: "All market trends and the evolution of the main line market are the result of the unanimous expectations and funds of the vast number of investors both inside and outside the market. They cannot be changed by pure predictions and personal will.

Even if we are no longer willing to provide funds to the 'Yu Hang Group', we can only follow the trend and make arrangements for the three main market lines of 'infrastructure', 'military industry' and 'Internet finance'."

"Okay, it's useless to talk about this."

Zhou Yang paused and continued: "Follow the original plan and continue to increase positions on the three main market lines of 'infrastructure', 'military industry' and 'Internet finance', and completely increase our fund's positions.

Chips are scarce, and if you slow down every step, you will slow down every step."

Seeing that Zhou Yang was still firmly optimistic about the market outlook, Zhu Peng could only reserve his inner opinions, nodded, and continued to follow Zhou Yang's instructions to complete the pre-market preparations.

The same is true of the internal trading rooms of bank mutual fund companies.

Some institutional groups that were still firmly optimistic last night began to hesitate when they sensed that the entire external market was clouded and there was an obvious risk of a plunge. Their bullish views on the market were no longer so firm.

, at the same time...even the Shanghai Composite Index was shaken as to whether it could stand firm at 2,200 points.

And in this situation, the overall market sentiment is bullish, but the bearish sentiment seems to be on the rise again.

At 9:15, the two cities ushered in collective bidding.

I saw that when the time hand moved to 9:15, the stagnant disks of the two cities began to beat again. Under the focus of countless eyes, the main market lines of 'infrastructure', 'military industry', and 'Internet finance',

It can be said that the market opened higher across the board, and many stocks in the sector were all in red.

"There are more than 40 stocks on the daily limit in the two cities, and the total number of red stocks exceeds 1,400."

Seeing the collective bidding situation presented by the two cities, Liu Yuan reported in the main fund trading room of Yuhang Investment Company at this moment: "The bullish investment sentiment in the market before the market, although in terms of Internet topics and comments, is better than yesterday's after-market

It has weakened a lot, but looking at the call auction situation at the opening of the market, it is still quite strong, especially for the major market lines of 'infrastructure', 'military industry', and 'Internet finance' led by our agency, with hundreds of companies in the field

90% of the constituent stocks have opened higher, and..."

Liu Yuan paused and continued: "Huaguo MCC, Huaguo Railway Construction, Beijiang Communications Construction, Shanghai Construction Engineering, Tianshan Cement, Capital Shares, Valin Steel, Flush, Jinzheng Co., Ltd., Yinjie Technology, Hengcheng

Bio-electronics... this large number of stocks have all opened at their daily limit, which is beyond our previous expectations."

"There are also new stocks, which are good for the review of stocks, and the overall performance is also very strong."

"The five new stocks that were listed yesterday all continue to have unlimited daily daily limits today, and the three stocks that were good for resumption last night also have unlimited daily daily limits."

"Generally speaking, looking at this situation, the capital risk appetite of the entire market is obviously rising."

"In other words, the situation of the strong always becoming stronger is expected to be concentrated."

"Although there are a large number of stocks such as MCC, Huaguo Railway Construction, Beijiang Communications Construction, Shanghai Construction Engineering, Tianshan Cement, Capital Shares, Valin Steel, Flush, Jinzheng Shares, Yinjie Technology, Hengsheng Electronics...

The opening call auction has reached the daily limit, but many stocks are not willing to close the market with funds." Wang Can took over and said, "It is estimated that after 9:20, a large number of false pending orders will be cancelled, and the market will become more rational.

, by then, among this large number of stocks, I am afraid that only a few will be able to continue to seal their daily limits."

"But it cannot be denied that the risk appetite of active funds in the entire market has increased." Zhao Lijun heard Wang Can's words and responded promptly, "Generally speaking, the development of the market is still in accordance with our previous expectations and judgments, that is, the Shanghai Stock Exchange Index

It should be able to completely stand firm at 2200 points. At the same time, the lines of 'infrastructure', 'military industry', and 'Internet finance' that we lead will most likely be unanimously recognized by various funds in the market and continue to open up space."

"I think it's a good thing that the external market fell last night and poured cold water on the domestic market." Zhu Tianyang thought for a while and said, "The market is at this position and the chips need further exchange and stabilization. It's too early.

In my opinion, excessive consensus expectations and market sentiment reactions are not conducive to the market's breakthrough trend."

"I agree with Tianyang's statement." Zhang Guobing also said, "At this time, too high consensus expectations are not a good thing for the market. With such an opening situation, there are clear levels, strong and weak differences, and the investment in the entire market

It's best if sentiment and risk appetite are picking up, but haven't reached a particularly high level."

"At the same time, the opening status of the main lines of 'infrastructure', 'military industry', and 'Internet finance' is also relatively weak compared with that of 'venture capital', 'finance', 'consumption', 'medicine', 'non-ferrous metals', and 'coal'.

sectors, forming a sharp contrast, which also helps the funds on the market to further concentrate on relatively strong and active main sectors such as 'infrastructure', 'military industry', and 'Internet finance', which will help further open up the market's money-making effect.

"

"Overall……"

"Judging from the collective bidding at the opening of the market, the market's recognition of our company's 'Fortune Road' trading seat is still very high."

"As long as the broad investor group in the market still recognizes our company's 'Fortune Road' trading seat, we can use this to guide the market in a timely manner and make the market develop in a direction more conducive to us."

Su Yu listened to everyone's discussion and analysis, nodded slightly, raised his eyebrows, and asked Zhang Guobing with a smile: "Then what do you think, in this current situation, how should we guide the market? Just now there is more information

Only if it is beneficial to our positions can we further open up the market rebound space and expand our position profits?"

Hearing Su Yu's question, Zhang Guobing thought for a while and responded: "Several of our main funds have now completed comprehensive position building, and the position direction is in line with the development of the current main line of the market. In this way, in terms of main positions, naturally

There won’t be any need for big changes.”

"What we mainly need to do now..."

"It is to further induce various funds to follow the trend in the main areas of 'infrastructure', 'military industry', and 'Internet finance', thereby further opening up the market's continuous profit-making effect. As long as the market continues to make money, no matter the short-term index

No matter how it fluctuates, the direction of funds on and off the market will be net inflows, which lays the foundation for further upward breakthroughs in the market outlook."

"Very good!" Su Yu praised with a smile, and then said, "What you just said is a directional strategy, what about the specific operations?"

Zhang Guobing's eyes flickered, and he scanned the rapidly changing disks of the two cities, and continued to respond: "Maintaining the strong disk pattern of several core leading concept stocks that have attracted the most market attention makes the 'stronger get stronger' trend
To be continued...