For our organization, isn’t it something that can be perfectly utilized?

As long as the underlying logic remains unchanged and future expectations remain unchanged, then why should we be influenced by market sentiment and make irrational investment and trading strategy choices?"

"Mr. Liu is right." After listening to Liu Ziliang's words, Chen Shen thought about it carefully, and his thoughts suddenly changed, and said, "Since 'big finance', 'big infrastructure', and 'military industry',

The underlying logic of the core main areas of 'film and television media' and the expected logic of future performance explosions have not changed, and the expectations for changes in fundamentals and macro-policy changes are still there.

So, we really cannot be kidnapped by the short-term sentiment of the market, and we cannot follow what others say.

As a result, we missed the most suitable opportunity to adjust positions in the market.”

"That's right." Liu Ziliang said with a smile, "As long as the bull market pattern of the market does not fundamentally change, then the continuous correction phase of the market will be the most suitable opportunity to adjust positions."

"Are we... going to adjust positions in the core main areas such as 'big finance', 'big infrastructure', and 'military industry'?" Gao Yixiang still didn't agree with Wang Jinglun and Liu Ziliang's investment logic at this moment.

, thought carefully for a while, and said, "Depending on the situation, the market adjustment should not be over yet. If we start to change the trading strategy into an offensive posture at this time, what if the subsequent market index... falls all the way to 3200

What should I do if the spot is nearby?”

Chen Shen thought for a while and said: "At this time, naturally we cannot further increase the overall position level of our fund products. We can only do our best to use fundamental analysis and individual stock analysis while keeping the dynamic position level unchanged.

Conduct careful research and analysis to remove the weak and retain the strong, and replace the positions of many weak stocks."

"Well, I agree." Wang Jinglun said with a genuine smile, "Keeping the dynamic position level unchanged, continuing to remove weak points while retaining strong ones, and replacing positions should be the most appropriate trading strategy at the moment.

Previously, due to the continuous short squeeze in the market, we did not buy very cheap high-quality stock chips in the three core main lines of "big finance", "big infrastructure" and "military industry".

Now... with the continuous adjustment of the market, and the continuous oscillation and decline trend of popular stocks in the three core main fields of 'big finance', 'big infrastructure' and 'military industry', we can finally do whatever we want and slowly and comparatively
Chapter completed!