With such a shift in expectations and heightened emotions.

The next day, Wednesday, November 12, at 9:15, with the attention of countless investors both on and off the market, the two markets continued to open higher.

I saw more than 2,000 stocks participating in the transaction, and more than 1,500 stocks showed a red market and a high open pattern.

Among them, the performance of various popular main lines, as well as core industry sectors and concept sectors.

In the news yesterday, a lot of time was reported on the 'New Era Road, Maritime Silk Road', 'Eurasian Economic Belt', 'Reform and Reorganization of Central and State-owned Enterprises', 'Shanghai Free Trade Zone'... and other early stages of 'big infrastructure'

, the main line of 'big military industry' led the gains in both markets at the initial moment of collective bidding, temporarily overshadowing the main line of 'big finance'.

And after the two core main lines of ‘infrastructure’ and ‘military industry’.

The securities in the main line field of 'big finance' and the Internet financial sector also showed a clear trend of opening higher. The core component stocks and concept leading stocks in the sector all opened significantly higher, and among them, 'flush' and '

The three core leading stocks, Oriental Fortune's and Western Securities', initially opened higher by more than 3%.

Behind the main lines of ‘infrastructure’, ‘military industry’ and ‘big finance’.

It was the main line areas of 'technological growth' and 'big consumption' that also rebounded strongly during the session yesterday and were taken over by many major funds to increase their positions.

"The two main lines of 'Infrastructure' and 'Military Industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', have actually become the main themes of the two cities.

This is the core main line leading the rise." At 9:16, seeing the market opening like this, within the main fund trading room of Yanjing Yihe Capital Company, Gao Xiang, the trading team leader, was very surprised as he stared at the two markets and said with emotion

, "I'm wondering... does the 'Yu Hang Group' fund really have any internal channel information that goes directly to the top management? How come this fund can accurately hit the breaking point of the main market every time? It's simply outrageous.

"

Judging from the historical operation traces of the ‘Yu Hang Group’ funds in the past year.

The other party really hit every turning point of the main line market with incomparable accuracy, and often after the other party concentrated on adding positions to hit the market, the corresponding main line of the market will always have heavy news and good news one after another.

It can be said that there are no exceptions.

This forces people to stop thinking nonsense.

For example, this time, ordinary investment institutions faced the situation where "infrastructure" and "military industry" have been weaker than the market trend for one or two consecutive months, especially the panic sell-off the day before yesterday, and the two main lines have already shown a comprehensive breakdown.

When faced with a situation, the first reaction should be to avoid and wait and see.

However, the funds of the ‘Yu Hang Group’ went in the opposite direction.

He generously increased his holdings of the stock "China Railway".

Although on yesterday's Dragon and Tiger list, the important trading seat "Fortune Road" of the "Yu Hang Group" only appeared on the buy list of "China Railway".

However, according to the past characteristics of the core main capital operation of the "Yu Hang System".

It can be expected that the other party must have significantly increased its position in the main areas of 'infrastructure' and 'military industry'.

And the stocks that were definitely bought on a large scale were not just the "China Railway" one. It just happened that the check of "China Railway" was on yesterday's Dragon and Tiger list, which exposed the financial position of the "Yu Hang Group".

Of course, just because of this, he wouldn't think blindly.

The key is that the funds of the 'Yu Hang Group' were at a low level yesterday, and they massively increased their holdings of the main line of 'big infrastructure' led by 'China Railway'. The news reported in the evening that they would continue to adhere to the 'big infrastructure' strategic economy.

The concept of continuing to promote the construction of the 'Eurasian Economic Belt', the 'New Era Road, the Maritime Silk Road', and deepening the reform path of 'reform and reorganization of central and state-owned enterprises' have directly promoted the expected trends in these main areas, which has to make

He thought too much.

After all, he believes that there should not always be such coincidences in the financial trading market.

Hearing Gao Xiang's words, Chen Yihe, general manager and fund manager of Yihe Capital Company, laughed twice and sighed helplessly: "It's not like no one has guessed like you. I even heard that... there are many envious people in the industry.

The institutional community has reported to the regulatory authorities many times, but the regulators have found nothing. They are trading in compliance with regulations and can’t find any evidence of insider trading.”

"Then this is really outrageous." Gao Xiang said, "Is this Mr. Su from the 'Yu Hang Department' really the god of the market? Can't he be so accurate in his judgment of the market every time?"

Chen Yihe said: "That's not necessarily the case. The other party also made mistakes. As far as I know, this fund has stopped losses on a lot of stocks in the past year. Its trading winning rate is not 100% correct. It's just that

When it comes to judging the direction of the big main line market, I haven’t missed anything.”

"Then this is quite outrageous." Gao Xiang said.

Chen Yihe replied: "There is no way. Since the supervisors say there is no problem, it can only be that there is no problem. This organization is developing extremely fast. From the identity of President Su of the 'Yuhang Department',

Based on the background analysis and the analysis of his resume before and after he started his business, it seems that this person does not seem to have a big background. Maybe this person... is a born trading master in the market. His sense of market trends is extremely keen and cannot be compared with ordinary people.

Hey, actually we don’t need to think so much about this organization and Mr. Su’s analysis.

If this organization has operational problems, it will overturn sooner or later.

If there are no problems, it won't have much impact on us.

Ultimately, if we want to achieve good results, we still have to truly implement it on the two markets and implement our own operating strategies and market analysis capabilities."

"Well, that's true!" Gao Xiang nodded.

Chen Yihe paused and then asked: "Gao Xiang, from your perspective, do you think the two main lines of 'infrastructure' and 'military industry', and their associated 'Eurasian Economic Belt', and 'the road to the new era,'

Are these major conceptual themes, such as the Maritime Silk Road and the reform and reorganization of central and state-owned enterprises, still worth investing heavily in?"

Gao Xiang thought for a while and responded: "I think that with such strong policy support from the top and such firm internal determination, these main lines of concepts and themes, as well as the investment directions of 'big infrastructure' and 'big military industry', will be in the follow-up

In terms of market performance, there is a high probability that it still has great potential.

However, these main lines have already risen very high in the past six months.

The current location is not easy to intervene.

Moreover, it seems that in these main areas, the trends of many core stocks are quite divergent. At this time... it is not easy to select the core leading stocks with the most potential in the market outlook."

Chen Yihe thought for a while, nodded, and said: "Indeed, the core main funds of the 'Yuhang Group' did not seem to choose the previous core sectors and core component stocks in this round of increase in positions, 'Huaguo China Railway'

'... In which branch line do you think the other party is placing its treasure?"

The ‘Yu Hang Group’ is the main force in the market that currently has the most profound impact on the market.

As the core main fund in the current market, the investor group follows the trend the most seriously and is the most active.

Chen Yihe felt that it would not work if we did not pay attention to the trend of this fund and did not carefully analyze the logic of increasing positions and opening positions of this main force.

At least don't pay attention to the movement of this fund...

It is very likely that when the real main line of the market changes again, it will fall significantly behind and lose the opportunity.

Gao Xiang pondered for a while and said: "The main business attributes of 'Huaguo China Railway' are similar to those of 'Huaguo Construction', which was the main line of 'big infrastructure' in the early stage.

', 'Hua Guo MCC', 'Hua Guo Railway Construction', 'Hua Guo Communications Construction'... There is no essential difference between these votes.

I really want to talk about the detailed differences...

That is the nature of the business, which is more towards ‘railway construction’.

However, this is not certain. Yesterday, the main fund of the 'Yuhang Group' only increased its position by buying more than 100 million on the check of 'China Railway'.

This amount is more than 100 million.

For some ordinary hot money in the market, or institutions like us.

That must be considered a large amount of buying, and it also shows that it is a very bullish motivation to buy this stock.

However, the core and main institution of the 'Yuhang Group' is now a large capital management institution with a scale of '100 billion'. For an institution of this size, a net purchase of more than 100 million is not enough.

Already.

Therefore, I think that based on a single stock of "China Railway", I want to judge the real motivation of the "Yuhang Group" funds to increase their positions and their investment strategy in the core main field of "big infrastructure".

It is still quite difficult, and we can see that... the main funds of the 'Yuhang Group' have not made any reduction or reduction in positions in the direction of 'big finance'.

I guess that although the funds of the "Yuhang Group" are gradually increasing their positions in the "big infrastructure" main line.

But its core main positions are definitely in "big finance", especially in the two popular sectors of securities and Internet finance.

As for their current focus on the two early popular main lines of ‘big consumption’ and ‘military industry’.

How many positions are there specifically?

It is even more difficult to judge how much their previous core positions on these two main lines were, and how much bottom position they had.

I think..."

When Gao Xiang said this, he paused briefly before continuing: "The two core main lines of 'infrastructure' and 'military industry' have not completely recovered from the sharp decline the day before, and their weak form has not completely transformed into

In the strong state, although the current two core main lines are continued to be stimulated by the heavy benefits in policy direction, I feel that the "opportunities on the right side" of these two core main lines have not arrived as before, and uncertainty is still there.

very high.

What's more, the active capital groups in the current market.

As the "bull market pattern" is getting deeper and deeper, and the expectations of the "bull market" are getting stronger and stronger.

They are mainly gathering and following the trend in the main field of 'big finance'. At the same time, the main funds of the 'Yu Hang Group', in the direction of 'big finance', can be clearly analyzed and have obvious large-scale positions.

of.

In other words, the market at this time...

In terms of market certainty, there is still no core line as strong as "big finance".

There is also the current core holdings of our institution, which are mainly concentrated in the main line of "big finance", especially in the "securities" sector.

Since the main line of "big finance", especially securities, the market certainty of the Internet financial sector is still so high.
To be continued...