Chapter 612 Crazy Market Trends!

Under the influence of this extreme surge of emotions, as well as expectations, confidence and other factors.

In the next two weeks, the market has been centered around the two main industry 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'. The main line of conceptual themes is used for hype.

As a result, these mainline stocks have gone through a round without fear of any correction.

At the same time, the funds taken over by the market are also extremely strong and the main market is rising.

In this stage.

Funds from other traditional main lines of the market have been further absorbed by these core main lines; most of the incremental funds that have poured in from outside the market have been absorbed by these core main lines; as well as various institutional groups and retail investors inside and outside the market. Countless investor groups, such as investment groups and hot money groups, are also increasing their positions and pursuing long positions in these main areas.

It can be said that the ultimate money-making effect brought about by these major main areas.

It has made the entire investor group inside and outside the market jealous and enthusiastic.

Of course, under the in-depth interpretation of this ultimate money-making effect, the Shanghai Stock Index continued to break through rapidly, from close to 2,600 points to a maximum of 2,850 points, an increase of nearly 10%. At the same time, the turnover of the two cities broke through and stabilized at 3,500 points. In the billion range, the balance of financing and financing has also reached the active range of 800 billion.

"Haha, just follow the main line of the market. I've made so much money in the past two weeks."

Faced with the extremely hot trend of continuous profit-making in the market, as well as the popular main line vowing not to pull back, and the strong and ever-strong breakthrough trend, some market investors lamented.

"Same, 25% profit in two weeks, haha... Mr. Su is indeed the god of the market. The concept stocks held by the 'Yu Hang Group' have an abnormally strong trend in the market."

"This is the truest portrayal of Hengqiang, a market powerhouse!"

"What the hell, before I knew it, the Shanghai Stock Index was over 2,800 points."

"Look, this month, the Shanghai Stock Exchange Index has two main lines: 'Infrastructure' and 'Military Industry', as well as the main lines of concepts such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'" Under his leadership, we will definitely attack 3,000 points!”

"Hey, wait and see when the Shanghai Index hits 3,000 points."

"I still remember the last time the Shanghai Stock Index hit 3,000 points, it was in 2009."

"After 5 years, it feels like everything is back!"

"This round of comprehensive breakthroughs in the Shanghai Stock Exchange Index is basically due to the main line of 'big infrastructure'."

“I’ve said it before, in the entire market, only the main line of ‘big infrastructure’ can drive the market and gather popularity and main funds.”

"Fortunately, in the past two weeks, when the main line of 'big infrastructure' made a further breakthrough, I adjusted my position, otherwise... the market would still be completely negative at this moment."

"It is wise to adjust positions decisively early."

"Indeed, you still have to keep up with the core lines of the market to make money!"

"After all, even if the market turnover is rising step by step, overall, the funds flowing into the main lines of other markets are still very limited. Judging from the fundamental logic of market investment, only places where main funds gather on a large scale can There will be an ultimate money-making effect.”

"I agree, there is really too much money gathered in the 'big infrastructure' line."

"The main funds are all rebalancing and increasing their positions in the 'big infrastructure' sector. So, can the market on the main line of 'big infrastructure' not rise?"

"Embrace the main line of 'big infrastructure' early and make money early."

"Hey, I feel that the curtain of the market's 'big bull market' will definitely be opened by the main line of 'big infrastructure'."

"Soon, is it soon?"

"If the Shanghai Stock Exchange Index continues to be strong and accelerates to break through 3,000 points, then it will basically be possible to determine the macro trend of the market and enter the bull market stage."

"I think we can now conclude that the market has entered a bull market."

"Whether it's a bull market or not, I'm concerned about whether the 'big infrastructure' line can still rise."

“Nonsense, there’s no need to ask, it’s definitely going to go up!”

"The core stocks of the market such as 'Huaguo Baosteel, Huaguo Construction, and Poly Real Estate' have not yet doubled in price from the bottom. Is this a sign of the end of the main market? Obviously not... If it follows a three-wave trend If you look at it, the current main line of 'big infrastructure' is just a wave of growth at best. "

"I agree, it does look like a wave of ascendance."

"Based on the current market analysis, is there any main line of market investment in the entire market that is more cost-effective and has more hype potential than the main line of 'big infrastructure'? There is not at all, so...at this time, we will not continue to embrace the 'big infrastructure' What else can we do with this main line?”

"The investment logic of 'big infrastructure' is of a level rarely seen in history. In short... this big main line now has only just stepped out of the previous extreme valuation pit. The real expected response has not yet begun. It's still the same sentence. …At present, for the main line of ‘big infrastructure’, all correction opportunities are excellent buying opportunities.”

"I didn't believe it before, but now... I completely believe that the main line of 'big infrastructure' will definitely continue to rise."

"Where is this? The monthly trend has just begun."

"Anyway, I will follow Mr. Su's orders. As long as the 'Yuhang Group' is still locking up positions on the 'Big Infrastructure' line, then I will continue to hold shares."

"Wow, this trend is so exciting. I am making money every day."

"I feel that there is no need to wait for a pullback to increase positions. The more you wait, the higher the price will be. If you have money, just grab the corresponding core concept stocks in the main line of "big infrastructure" and push them up."

"I agree. I always wanted to wait for a pullback to increase positions, but... I missed the opportunity until now."

"Ah, the same thing."

"The main force does not give any chances at all. As long as they are the core stocks of the main line of "big infrastructure" and the core stocks held by the "Yuhang system", they open high and close high almost every day, or open flat and close high. It is rare to have a pullback. In short... the market funds are chasing these stocks too hot."

"Don't think about cheap chips. If you hesitate for a second, you will lose a second of profit."

"Anyway, I didn't wait for the so-called pullback to buy, and I increased my positions all the way, hehe... To be honest, the profit from this wave is equivalent to the loss of the previous two or three years. It is so satisfying, so damn satisfying! "

"Fuck, I'm so jealous!"

"For investment opportunities with market certainty, you have to invest heavily."

"I am very confident about the future trend of the main line of "big infrastructure". Not only my own funds, but also my financing leverage has been fully utilized."

"It's so powerful that you dare to use financing."

"In the main line of "big infrastructure", there is definitely a lot of funds for financing purchases. Looking at the balance of margin trading in the market, I dare say that in the past two months, the market financing balance has increased from more than 680 billion to more than 810 billion. The absolute majority of the financing increment of more than 100 billion funds has entered the core main line of "big infrastructure". "

"Almost, it is true."

"Who could have thought that the 'big infrastructure' line would explode like this? The market has generally doubled! It is really rare in the market performance in recent years."

"If everyone had thought of it, the 'big infrastructure' line would not have come out at all."

"Yes, fortunately, various investment institutions inside and outside the market have significantly reduced their holdings in the infrastructure direction in the past two years, and compressed the valuation of the infrastructure direction to the extreme, shouting that these are sunset industries and have no investment value, which has created enough expectation gaps for the explosion of the entire 'big infrastructure' main line. Otherwise, the market of the 'big infrastructure' line would not have exploded so rapidly."

"The main reason is that the country has issued the macroeconomic strategic plan of 'New Era Road and Maritime Silk Road', which has completely opened up the external market and made it possible for The traditional infrastructure industry has the power of industry expansion and new explosion. Without this macroeconomic strategic planning as the underlying logic of investment, I think the main line of the "big infrastructure" market will not explode so rapidly and be pursued by so many market main funds. "

"There is also the main merger and preparation policy of "reform and reorganization of central enterprises and state-owned enterprises", which is also very important for the change of the investment logic of the entire "big infrastructure". With the support of this macro policy, many overcapacity, low production efficiency, and backward facilities and equipment can be eliminated and cleared in this form. At the same time, large enterprises also have enough motivation and ability to reasonably merge similar small enterprises, complete the integration of industry resources, and quickly clear the excess capacity within the industry, so that many traditional industries can achieve cyclical reversal. "

"In short, no matter from which aspect, the line of "big infrastructure" is all ready for the right time, right place, and right people, and it is destined to explode in an all-round way. "

"Now, after this period of rush to buy, the holding weight of institutions for this main investment line should have climbed up, right? ”

“Looking at the institutional holdings data disclosed by the market, the current institutional holdings weight for the ‘big infrastructure’ line has not reached a high level, and is still hovering at a relatively low level. The main reason is that the market of the ‘big infrastructure’ line has exploded very rapidly. At the same time, in the upward trend of more than two months, there has rarely been a continuous correction, which has led to the fact that the institutional groups want to continue to increase their positions, but have not found a good buying point. ”

“Haha... Can I say that this group of institutions deserve it?”

“How did they sell off at the time? Now they continue to chase positions and buy back. This round... Mr. Su has simply grasped most of the domestic institutional groups. ”

“That’s right, otherwise how can we say that Mr. Su is a market legend?”

“If the institutional holdings in the main line of ‘big infrastructure’ are still at a relatively low level, then it is certain... the ‘big infrastructure’ line will definitely rise in the future.”

“Everyone locks in their positions and does not sell, let the institutions chase positions and lift the sedan chair!”

“It feels so good to have an institutional group chasing positions and lifting the sedan chair… ”

“I haven’t made money so happily for a long time. Thank you market, thank you Mr. Su…”

In the extremely hot market discussion, the vast majority of investors are excited and excited, and the trading operations have been fully transferred to aggressive strategies.

At this moment, in the main fund trading room of ‘Yuhang Investment’ company in the hot market trading.

Su Yu stared at the trading board of the two cities, which had entered the last hour of the closing, and asked Zhang Guobing with a smile: “Guobing, how is the position building result of the ‘Yuhang No. 4’ fund product in the securities direction?”

Zhang Guobing took a look at the background data of the fund’s main control computer and responded: “After two weeks of continuous increase in positions, our trading team has bought more than 13 billion chips in this stage for the ‘Securities’, ‘Internet Finance’ sectors, and some bank and insurance sector targets. The overall position waterline is almost halfway.

Among them, our positions in the stocks of core securities companies such as 'Huaxin Securities, Huashang Securities, Huatai Securities, Huatong Securities...' have a chip size of more than 1 billion. Especially for the stock of Huaxin Securities, our current position The chips have reached 1.533 billion.

Of course, target stocks such as China Commercial Bank, Huatong Bank, China Commercial Bank, China Pacific Insurance, Ping An Group, Oriental Fortune, Hengsheng Electronics... etc. also have relatively large single-share positions, basically around 500 million. above scale.

Moreover, for these target stocks we have established positions.

During this period, the market's core market trends still revolved around the two main industry 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'. ' and other conceptual themes are unfolding.

The core main funds in other markets rarely converge to the main areas where we build positions. As a result, during the continuous process of building positions, the cost of building positions does not fluctuate greatly. "

"Okay!" Su Yu nodded slightly, quite satisfied with the result of opening a position, and reminded, "When opening a position, remember not to buy too much, and keep in mind the 5% position red line. Don't accidentally reach the level of Brand line, this can be detrimental to the operation of our fund.”

The ‘Yuhang No. 4’ fund products have a total volume of 30 billion.

With this amount of funds, if you focus on building positions in certain stocks, it is very likely that you will accidentally touch the holding line, so... Su Yu must be reminded of this.

In case, when opening a position, the holding line is touched.

Then their position building seats will be forced to be exposed, and their corresponding position building stocks will probably be snapped up by other major funds in the market or investor groups in an instant.

This was not the result Su Yu wanted to see.

Zhang Guobing smiled and responded: "Don't worry, Mr. Su, I remember this red line of holdings. Our current chips on single stock positions still have a certain amount of space from the holding line."

"That's good!" Su Yu nodded slightly.

Then, he turned to the trading heads responsible for the first three main funds of the 'Yu Hang Series' and asked: "What about you, how is the result of reducing your positions?"

Liu Yuan responded first: "After these two weeks of operations, we have basically completed the exit of fringe concept stocks and weak concept stocks on the main line of the market of 'big infrastructure' according to the reduction strategy formulated by Master." , at the same time, the overall position level of the 'Yuhang No. 3' fund product has dropped to about 60%."