The growth line, in the long run, still has investment value, and the expectations are not bad. Maybe after a wave of adjustments, the market situation will rotate and switch to this direction again? "

"Mr. Liu, the market has switched to the market rotation. To be honest, we really have nothing to do." Mr. Shan from Huarui Public Fund also said on the phone, "How about... giving up on 'technological growth' temporarily?"

The idea of ​​​​increasing positions on this line is to follow the trend and follow the main board to give it a try. After all, we are not too involved in the line of 'technological growth', and the market has just turned. It is still difficult to retreat at this time.

It’s too late!”

Mr. Ning from the Strategic Investment Department of CEFC Securities responded quite concisely on the phone. The other party sighed softly and said: "Old Liu, I advise you to withdraw quickly. The market trend has really changed this time.

.”

After speaking, Mr. Ning hung up the phone. It seemed that there were other implications in his words.

Liu Ziliang saw that at the dinner table two days ago, they were unanimously optimistic about the development of the main line of 'technological growth', and threatened to increase their positions to follow and jointly create the market's main line of 'technological growth'. At this moment, the market has changed in just half a day.

They rebelled one after another, and couldn't help but feel depressed and unwilling.

"Mr. Liu, how are you? What did they... say?" Chen Shen asked anxiously when he saw Liu Ziliang's face getting worse and worse.

Liu Ziliang held the phone, his face darkened, and he did not answer for a while. He was still weighing the pros and cons and thinking about a suitable trading strategy.

After the Dragon Boat Festival, on the main line of "technological growth" in the market.

Their "Pingyin Asset Management System" is the most rapid increase in positions, and in the market, there are several core heavyweight stocks in the "technology growth" line, such as "LeTV, Huayi Brothers, and Wangsu Technology"

, Crystal Optoelectronics' and other votes are all guided by the funds of their institutions.

Nowadays, the market conditions have turned and the liquidity on the line of ‘technological growth’ has been greatly reduced.

At this time, as they are too deeply involved in the heavy position area, if they also follow the lead of various funds to sell down, the entire market performance will be even more tragic.

In short, it means that the position is too heavy and the exit mode is through active selling.

You can't get out without shedding a layer of skin.

This is also a common problem where big money players in the market are deeply involved in a stock, but suddenly find that there is no room for speculation and it is difficult to turn around and retreat.

The same is also due to this reason.

The funds of the 'Yu Hang Group' can only stick to the main line of 'big infrastructure' and cannot flexibly adjust the position layout or even change the investment direction on a large scale when the market situation turns to the line of 'technological growth', because once they are in a heavy position

When there is a lack of liquidity in the main line area, if you sell down and adjust your positions, you will shoot yourself in the foot. The loss will be more painful than holding on, or in other words, holding on to a proper pallet.

But the tray…

When allies were defecting one after another, they could not hold on with the funds of their "Pingyin Asset Management System".

"We'll see after the market opens in the afternoon." After weighing for a long time, Liu Ziliang still couldn't make up his mind to close the position at this time, and said, "The market trend of the external market is still changing around the main line of 'technological growth'. Short-term adjustments,

It can't affect the long-term trend. Besides... based on the current market situation, I don't believe that stocks with heavy weights on the main board can form a sector effect and have a sustainable market. As long as the main board direction, especially in the fields of 'infrastructure' and 'military industry'

Once the rebound sentiment wears off, the direction of market rotation will return to the line of 'technological growth' sooner or later."

"But Mr. Liu, what if..." Chen Shen wanted to say something else.

Liu Ziliang couldn't help but quickly waved his hand, interrupted him, and said: "Needless to say, let's implement this strategy. At this time, it is unrealistic to adjust warehouses to pursue 'infrastructure' and 'military industry'. At the same time, no matter what, these two lines

According to the analysis, there is no logic for long-term development. If we take the initiative to sell down at this time, it will only completely collapse the investment sentiment in the 'Technology Growth' line, causing active market capital flows to further pour out from the 'Technology Growth' line.

The 'infrastructure' and 'military industry' have been completely siphoned off by the soaring hype."

"The 'Yu Hang Group' is a group of funds that are entrenched in 'infrastructure' and 'military industry'."

"I'm just waiting for everyone to do this."

"Furthermore, I can feel that today's unprovoked changes in 'infrastructure' and 'military industry' are most likely guided by the funds of the 'Yu Hang Group'."

"We cannot fall into the trap and destroy the Great Wall."

Chen Shen saw that Liu Ziliang had already reached this point and knew that he could not be persuaded. He could not help but sigh softly and stopped talking. He helplessly turned his eyes to the trading interface of the two cities again.

I only saw this moment...

The time has moved to 1 p.m., and the two cities have ushered in the official afternoon trading session.
Chapter completed!