"Well, indeed." Mou Zhengxing responded and added, "But since the market trend has begun to change, then all we can do is follow it, right?"

Fang Xinsheng nodded and said: "Well, at the same time, in the process of reducing positions and taking profits on the 'Manniu No. 1' fund, it is also time to gradually lay out the core main line of the market, 'big finance', and 'big infrastructure'

The main line of the market has entered the adjustment stage, and the market will inevitably switch between high and low."

"Okay!" Mou Zhengxing responded.

Then, he immediately ordered two teams of traders in the main fund trading room to quickly adjust positions according to the investment strategy mentioned by Fang Xinsheng.

Xiniu Fund Company began to change its investment strategy and sell off its holdings of "big infrastructure" stocks.

When following up on the increase in mainline stocks of ‘Big Financial’.

Many other large institutional groups in the industry, as well as the vast retail investor groups who had previously envied the hot money-making effect of the main line of 'big infrastructure' and had not found a suitable opportunity to intervene, now see a clear correction in the core stocks of the main line of 'big infrastructure'.

Under such circumstances, not only is there no fear and no sense of risk coming.

Instead, they all showed excitement and excited expressions, and continued to invest funds, buying at the bottom to take on the core concept stocks of the "big infrastructure" main line that were undergoing a correction.

Among them, especially on the main line of "big infrastructure", the position was obviously insufficient.

The reaction is not that sharp.

In this consecutive quarter, the main institutional groups that have short-circuited the "big infrastructure" mainline market explosion, as well as some institutional groups that have issued new fund products and have also not found suitable opportunities to build positions and intervene, continue to increase their positions at this moment.

Very strong.

Of course, there is obvious selling pressure on the main line of "big infrastructure", and the market trend is correcting.

We are still able to undertake such a radical move. The vast majority of market participants and investors are unaware of the huge risk of a correction in this main line. This is because the 'big infrastructure' line has continued to rise for one consecutive quarter.

Consistency of market expectations has been formed.

Everyone has formed the inertial thinking that the main line of "big infrastructure" will continue to rise, and the market's money-making effect will always be concentrated in this main line.

"Boss, I feel that today's main line of 'big infrastructure' is a bit abnormal compared to usual!"

In the entire "big infrastructure" main line field, the corresponding concept sectors, industry sectors, and its core stocks continued to explode in volume, and the stock prices fell back one after another. At around 10 o'clock in the morning, at this moment, Yanjing, Yihe Capital Company, and the main funds

In the trading room, Gao Xiang, the leader of the fund trading group who had been continuously increasing positions in the main line of 'big infrastructure', frowned, turned to fund manager Chen Yihe, and said: "Several stocks that our fund has continued to increase positions in today

In terms of market performance, the selling volume has increased a lot. It seems that due to the sharp decline in the external market, the profit-making funds gathered in these stocks have begun to flee and retreat."

"It doesn't matter." Chen Yihe said, "Now the A-share index and the market are no longer in line with the US stock market. At the same time, the basic investment logic of the 'big infrastructure' line has not changed. Not only has it not changed, but it has also changed."

It continues to strengthen, and at the same time, market volume and financing balances in the two cities are also continuing to grow.

And this gives the "big infrastructure" line a fairly strong financial capacity.

As long as the incremental funds pouring into the market continue to converge towards the main line of 'big infrastructure', and as long as the market volume can remain above 350 billion, then there is nothing to worry about as the main line of investment in 'big infrastructure'. In fact,

, based on the trend of the previous period.

‘Big infrastructure’ is the core line of the market.

While the basic investment logic is still there and expectations are still strong.

All correction opportunities can be regarded as good opportunities to increase positions. This has been verified more than once in the previous market trends."

"What does the boss mean... we should continue to increase positions?" Gao Xiang asked in surprise.

Chen Yihe nodded with a smile and said: "Of course we will continue to increase our positions. The market's 'bull market' expectations are getting stronger and stronger. In the current market, there is nothing more certain than the 'big infrastructure' line."

Is there a major main line of investment? If not... then why not continue to increase positions and go long?

As long as the expectations of a "bull market" are getting stronger and stronger.

As long as the hot money-making effect of the 'big infrastructure' line is still there, even if this line enters a brief adjustment, it will soon return to the upward channel and quickly recover today's intraday decline.

In short, no matter which aspect we analyze from, the correct approach for us at this time is to continue to increase our positions, rather than wait and see and waste this opportunity, let alone reduce our positions in fear.

In fact, at the position of the Shanghai Stock Exchange Index, such a high amount of active funds in the two cities can.

There’s nothing to be afraid of.”

"Okay!" Gao Xiang, the trading team leader, thought for a while and said, "Since the boss thinks there is no problem, then we will continue to implement our previous trading strategy."

After finishing speaking, Gao Xiang continued to join traders one after another to increase their positions and buy in the main line area of ​​"big infrastructure".

Especially for new fund products that have just completed fundraising, taking advantage of the market's peripheral trends and another moment of relatively large divergence, they aggressively purchased the core chips of the main line of 'big infrastructure' at low levels during the session, and quickly

Increase the position level of new fund products.

Similarly, in the magic city at this moment, inside Yinghui Fund Company.

‘Yinghui No. 1 Fund Product’ and ‘Yinghui No. 2 Fund Product’ trading room.

After carefully observing the market, two fund managers, Liu Guanhai and Shao Xiaoyun, discovered that within the main investment line of 'big infrastructure', although there was an increase in selling orders due to the influence of external market trends, the acceptance force was still strong, and there was a lot of activity in the market.

Funding groups are still converging on this major main line.

Therefore, after weighing for a long time, we still made the decision to continue to increase our positions and take on chips.

Continue to increase positions and go long on the main line trading strategy of "big infrastructure".

Of course, companies like Yuhang Minghui Capital Co., Ltd., Yuhang Jingda Investment Co., Ltd., Yuhang Ruiyin Public Fund Co., Ltd., etc. have already followed the main fund products of the "Yuhang Series" to carry out position adjustment operations, and have been on the main line of "big infrastructure" early on.

Institutional groups that have accumulated heavy positions in the field and gained a lot of profits.

Fund product managers from various institutions...

After discovering that the entire "big infrastructure" main line market was affected by the sharp drop in the external market, the market volume exploded one after another, and the stock price fell rapidly after a correction. After weighing it for a long time, seeing the selling pressure on many core stocks increase greatly, I did not think about reducing my position.

Take profit and gradually exit the position.

After all, in the hearts of institutional fund product managers.

It is easy to sell chips on the main line of "big infrastructure", but it is quite difficult to buy them back at a low price, or at the original price.

This is also the case in the most recent quarter.

In the market trend, many previously held the main line chips of "big infrastructure".

They tend to be smart and think about taking more profits from switching the main line of the market. If they get off the bus early, they will not be able to get back the chips later. Only the main institutions that continue to chase high and buy, as well as the majority of retail investors, will continue to break through the main line of "big infrastructure".

, the reason for repeated complaints.

So-called, in the financial trading market.

It is easier to grasp the buying point than the selling point for this reason.

Many people have enjoyed the continuous main rise and breakthrough of the main line of 'big infrastructure' in the recent quarter, and have reaped this profit. At the same time, they have also seen a lot of chips lost in the middle. In the end, they have to chase the rise at a high level, and continue to buy the lost chips at high prices.

After returning, institutions and retail investors who have to continue to rely on the main line of "big infrastructure" for trading will subconsciously rely on their previous operational cognitions.

Even if I feel that the internal bargaining chips in the 'big infrastructure' line may have loosened a bit.

Maybe a lot of funds that were locked up before have begun to gradually reduce their positions and take profits.

However, we will not easily reduce or even clear positions, change trading strategies, and lose the investment initiative on the main line of "big infrastructure".

And under this kind of cognitive collection, some people are increasing their positions, some are reducing their positions, and some are holding their positions unchanged...

With the passage of market trading time.

In the market after 10 o'clock in the morning, the "big infrastructure" line gradually turned into a resistive decline after experiencing extreme intraday selling.

Even at 11:30, when the two cities closed at noon.

Many core stocks in the main line of "big infrastructure" have rebounded a lot from the sharp early trading bottom, and there are strong signs of reversing the intraday trend.

Of course, within the main line of ‘big infrastructure’.

The relative concept is not that pure, and some concept stocks are hard to attract hot spots.

After falling, the rebound is not that fast.

"Boss, I feel like the 'big infrastructure' line doesn't seem to be going down very much!" After the market closed at noon, in the main fund trading room of 'Yuhang Investment Company', Wang Can thought about it for a while after a brief review, and turned to

Su Yu said, "For many core stocks, after a sharp sell-off, the market has become stronger than in the early trading. I guess... as long as there is no new bad news on the market at noon, the market will be stronger in the afternoon."

After the market opens, many stocks will most likely recover their sharp losses in early trading."

Su Yu nodded slightly and said with a smile: "The main line of the market, 'big infrastructure', has been rising since its launch at the end of June. It has not undergone any decent adjustments, and due to its huge and continuous profit-making effect, it is quite consistent.

market expectations.

As a result, on this line, there are a lot of intention funds to grab funds at low prices, or to intervene in the callback to increase positions.

In addition, the Shanghai Stock Index has initially got rid of the influence of external market trends. Under the strong leadership of the main line of "big infrastructure", it has a relatively independent trend.

in this way……

At this moment, the internal investment logic has not changed, and the basic investment logic and investment expectations of the "big infrastructure" main line are still continuing to strengthen. The expectations and emotions of the investors on and off the market for this big main line are still extremely high and exciting.

occasion.

The temporary squeeze on some profit taking cannot suppress the market trend of this major main line in an instant.

But it cannot be denied that the internal chip structure of the main line of "big infrastructure" has begun to loosen due to the impact of last night's external market and today's market trends.

As long as the main line of "big infrastructure" is within the main line, the main funds will continue to lose.

No matter how much is lost.
To be continued...