Chapter 571 The journey of the bull market (16)!

Author: vaguely first meeting

Chapter 571 The journey of the bull market (16)!

"From the perspective of market sentiment and expected development, if you are optimistic... it should evolve like this." Su Yu closely watched the changes in the market's call auction and responded, "However, there are still many variables in the financial market. In the market,

No one knows how the market will develop until the trend is fully established. We can be optimistic, but we must not be careless and lax. We must always maintain sensitivity to changes in market trends!"

"Yeah!" Wang Can responded, expressing deep agreement.

"On the line of 'Technology Growth', the core popular stock 'LeTV' has reduced its limit limit today." After Su Yu responded, Li Meng stared at the trading boards of the two cities and couldn't help but speak.

, "If 'LeTV' can open its market today, the panic-slumping situation in the 'Technology Growth' line should be alleviated, right?"

Su Yu responded with a smile: "If the check for 'LeTV' can be opened today, it should be slightly more than expected. It should be an incentive for the main line of 'technological growth', but... Yesterday, Longhu

The list shows that there are so many institutional chips in the market, waiting to stop losses and leave the market. At the same time, the market expectations for the main line of 'technological growth' are rising, both among retail investors and hot money groups.

It continues to decline. Under this situation, it is still very difficult for this check to reach the limit today."

"What if the company releases some good news and conducts hedging?" Li Meng said, "With this check, so many institutional funds are buried in the market. From a certain logic, the company should cooperate with the institutions at this time to release

Let’s publish some good news to offset the current major negative news, right?”

"It's not that easy." Su Yu said, "And 'LeTV' is not only criticized by name, but also has its business restricted. According to market news, Mr. Jia of 'LeTV' has not shown up in the past month or two."

There are a lot of rumors in the market. This kind of panic can't be hedged by the company releasing some ambiguous good news. The market must act spontaneously and let the stock fall completely in one wave. That's the only way.

Only with this check will there be a chance for sentiment and the market to recover, otherwise...it will just keep falling with more kills all the way."

"Of course……"

Su Yu paused and said: "As the bad news of 'LeTV' continues to ferment and the stock price declines, the impact of this check on the entire main line of 'Technology Growth' will gradually weaken, and eventually the entire 'Technology Growth' main line area will

, there is a high probability that it will emerge from a relatively differentiated pattern.”

"That's good." Li Meng said with a smile, "The 'technological growth' line has entered a continuous shrinking adjustment and differentiation situation. It should be the best for the overall trend evolution of the market and for our main positions.

Trend patterns, after all, if the trends of the Shanghai and Shenzhen stock markets are too divided, it will form a situation where each other is holding back each other, making it impossible for either the Shanghai Stock Exchange or the Shenzhen Stock Exchange to concentrate on making an upward breakthrough."

“Only the ‘technological growth’ line has stabilized slightly.”

"The investment sentiment and profit-making effect of the two main lines of 'infrastructure' and 'military industry' will continue to deepen. At the same time, the amount of active funds in the market can concentrate on these two main lines, so that the Shanghai Stock Exchange Index will have continued upward momentum. At the same time, the market

Only then can the money-making effect be further expanded and induce potential investor groups outside the market to enter the market.”

"Master, the trend of the 'Chengfei Technology' check today's call auction is obviously a bit beyond expectations!" After Li Meng finished his opinion, Liu Yuan stared at the market and reported to Su Yu, "This check is directly

It opened higher at around a 7-point increase, and the buying volume on the market continues to increase as the call auction time goes by. This call auction trend... I am afraid that after the official opening, the daily limit will be closed.

ah!"

"This check has already hit the daily limit for two consecutive times."

"If it reaches the daily limit again today, it will become the only three-list stock to change hands except for Fushun Special Steel in the current market."

“Judging based on the popularity and intensity of its capital following the trend.”

"This check has become the conceptual leader of the entire 'military industry' main line segment in terms of hype expectations of 'military industry asset restructuring'."

"I'm thinking……"

Liu Yuan paused, a bright look flashed in her eyes, and continued with a smile: "How about we use the space and emotional heat generated by this check to further stimulate the 'military industry' line at this time?"

As for the hype of the main line, will the intensity of hype and the expected space of the 'military industry' line be increased?"

"I don't think it's appropriate to forcefully stimulate the market at this time." Before Su Yu could respond, Zhang Guobing responded, "Team Leader Liu, the overall hype mood in the market is not bad at the moment, and there are active financial groups from all walks of life.

, the short-term chasing sentiment of hot money groups and retail investors is obviously at a high level."

"The reason why the current market is weak in its upward attack is that it cannot achieve continuous Yang breakthroughs."

"The fundamental reason is that the market has not substantially gotten rid of the capital structure of the stock game, that is, there are not enough potential off-site investors to enter the market to provide sufficient incremental funds."

"In this way, the nature of incremental funds cannot support the selling volume when the market breaks through upward."

"If we use the influence of our trading seats to forcefully induce the market evolution of concept leading stocks and forcefully drive the market's hype and trend-following sentiments, not only will the index not be able to achieve its goal of a substantial upward breakthrough, but it will instead destroy the overall market trend.

The upward trend changes and the future expectations of the two main lines of 'infrastructure' and 'military industry' are overdrawn very quickly, prompting the market to gather within these two main lines, and a large number of profit-taking orders that have already been made are quickly fleeing at high levels."

"The profit-making funds are concentrated at high levels and are fleeing."

"At the same time, the market does not have enough incremental funds. If it takes over the market at a high level, what awaits the market will definitely be a violent correction."

"And when the index moves, you get into this situation."

"In fact, for our organization, what we have done is completely useless."

"After all, our institution's holdings in the two main lines of 'infrastructure' and 'military industry' are quite large. Even if we further drive the market's hype and following sentiment, the stock prices of many target stocks soar in a short period of time.

For a long time, with our position size, we cannot follow the funds that have fled at high profits and exit the market on a large scale to take profits and do this band operation."

"Also, the market has overdrafted its potential in the short term and has experienced a sharp correction after rising sharply."

"It will also disrupt the overall chip structure that has been finally adjusted on the market. At the same time, it will also cause a huge gap in the expectations of the majority of investors both inside and outside the market."

"At that time, the expectations of the two main lines of 'infrastructure' and 'military industry' will collectively fall back. It will be even more difficult for us to dominate the market and form the current trend and expectation atmosphere."

"Also, once these factors change, the market will fall back sharply, and if it falls back again, the space and time for subsequent adjustments will be much longer, resulting in great variables and changes in our expectations for future market conditions.

Our institution’s current investing and trading strategies.”

"I think……"

After Zhang Guobing said this, he paused, thought for a moment, organized his words, and then turned his attention to Su Yu and continued: "Mr. Su, at this time, not only should we not continue to stimulate market sentiment and funds to follow the trend, but

We should slightly suppress the spread of extreme emotions in the market, try to make the market move slower in the upward trend, and allow the investment logic of the two main lines of 'infrastructure' and 'military industry', as well as the derived 'reform and reorganization of central and state-owned enterprises'

', 'New Era Silk Road', 'Military Asset Restructuring', 'Economic Free Trade Zone', 'Real Estate Recovery', 'Consumption Recovery' and other core investment logic and conceptual themes can continue to change over the course of the market transaction time.

It will have to go deeper into the minds of the investor community both on and off the market.”

"In other words, we have to give in to the market and wait here as long as possible."

"Let everyone understand why the market is rising and where the logical expectations are, so that the market will have solid upward momentum and potential."

"Only by waiting a little here, strengthening the chip structure in the market, gathering more potential expectations, and proactively giving up time and space, will our profit potential in the future be greater, 'Infrastructure',

Only with the market trends of the two main lines of 'military industry' can we go further."

"Yes, it's very well said!" After listening to Zhang Guobing's analysis, Su Yu praised with a smile on his face, "Guobing already has a certain overall view of the overall situation in his thinking on trading strategies. Indeed, we

Although we are traders, we still cannot just focus on the rise and fall of the stock price in front of us. We must understand the expected changes in the market and the trend changes, and make appropriate market decisions with the ultimate goal of expanding account profits.

Inducement and trading operations.”

"A person's vision and vision are the fundamental determinants of his or her achievements."

"A trader who can only focus on current market changes and the rise and fall of stock prices may be a good trader, but he is definitely not a great trader."

"And to be a great trader."

"If you want to break through the limit of account funds and become a tens of billions, or even a hundred billion level asset management manager, or even a trillion level asset management top trader, you must have a big-picture vision and structure. This

It is the most critical ability factor that restricts the amount of funds a trader can control, and it is also the biggest ability factor that restricts the development of many asset managers in the industry."

"Why in the market, some traders can skyrocket in performance when operating funds below 10 million, but when the amount of funds reaches 50 million, they become mediocre. This is the reason."

"Also, why do some powerful individual investors in the market find it difficult to increase their capital once they cross the 100 million mark? This is also the essence."

"The greater the amount of funds we have in hand, the fewer opportunities we have for substantial investment choices."

"At the same time, the more traders are required to make more trade-offs in terms of market opportunities."

"I hope that everyone here can grow into a great trader in the future, instead of being limited to the current account and being shackled by their own vision and vision."

After saying that, Su Yu looked at Zhang Guobing again, still admiring his ability very much.

At the same time, taking into account the growth and expansion of the company's asset management business later, he already has an idea in mind regarding the selection of future main fund asset management managers.

Liu Yuan was still a little depressed when she saw that her proposal was rejected and did not get a good evaluation from Su Yu. However, after listening to Su Yu's insights on the constraints on the growth of traders, she felt a lot more enlightened.

, looking at Zhang Guobing, the unyielding momentum hidden in her bones slowly climbed up again, allowing her to really calm down and catch up with the cognitive and ability gaps between the two.

In the ‘Yuhang Investment’ institution founded by Su Yu.

She is not the person with the most outstanding abilities and trading talent. Of course, she is not the person with the most outstanding academic qualifications and experience. But in terms of learning ability, self-reflection, and self-correction ability, in Su Yu's heart, she is considered a trading expert.

The most outstanding one among the members.

This is why Su Yu insisted on promoting her to be the leader of the trading team.

At the same time, it was also the fundamental factor why Su Yu planned to train her.

During everyone's brief discussion and change of mind, the market trading time began to enter after 9:20.

I saw that the entire market, after passing through the initial call auction period and canceling a large number of false pending orders from about 9:19 to 9:20, the situation presented is more optimistic than that at 9:15.

First of all, in the entire market, more than half of the nearly 2,000 stocks participating in transactions are still in the red.

Secondly, the main areas of 'infrastructure' and 'military industry' that have attracted much attention from investors in the market, as well as a number of related industry sectors and concept sectors, also showed a trend of opening slightly higher. It seemed that they were not affected by the market at the end of yesterday.

The impact of the downward trend due to lack of volume and energy, as well as the hidden worries about the poor performance of the external market last night.
To be continued...