Chapter 643: Differentiation and Ebb of Market Sentiment!

"There is no way." Zhou Hui said, "According to the current market changes, it is not wrong for President Su to ask us to place a heavy position on the line of 'big finance', and we have analyzed the investment logic of the line of 'big finance' and there is no problem.

Financial investment is a long-term race.

The short-term surge in net profit is certainly gratifying, but the long-term continuous growth of net value is the truly responsible attitude towards investors.

I don't think we need to care too much about the emotions of investors in the short term.

After all, after our fund products are fully closed, investors cannot be forced to redeem before the agreed period. Even if investors have any complaints, they can't use me We have no choice but to complain a few times. As long as the subsequent "big finance" line can come out.

The performance of several of our main fund products can continue to rise and achieve a good investment profit curve.

We can eventually help investors who trust us make enough profits.

Then, in the end, these investors will still trust us as always after complaining.

Moreover, I think that as long as there is no problem with our investment strategy and investment direction, it should not be a bad thing for these investors' complaints to push our institution to the forefront of the industry. This can also be a disguised advertisement for our institution and enhance our institution's reputation. Why not do it to improve the reputation of our institution? "

Qin Qiuyue almost laughed when she heard Zhou Hui's answer, and said with a smile: "You are optimistic. What if they come to the company to block us?"

"That doesn't matter, right? Anyway, everything we do is in compliance with the regulations." Zhou Hui said, "Since they have invested in our fund, they should bear the corresponding investment risks. After all, no one is forcing them to buy fund products managed by our institution. Besides...if they are not satisfied, they can redeem the products when the fund's closed period expires and enters the free redemption period.

Mr. Qin, I think...

We really don't need to care too much about these at this time.

Just As long as there is no problem with our investment strategy and investment direction, then let the emotions and market fluctuate. In the end, the market will always move within our expectations and form a major breakthrough in the direction of "big finance".

Moreover, the current "big finance" main line.

Especially in the "brokerage" sector, hasn't it gradually shown signs of the main funds focusing and gathering more and more capital flows?

I feel that the entire "big finance" main line is moving across the board, and the core main line of the market is switching.

It should be not far away. "

"Okay!" Qin Qiuyue responded, "Then let's wait patiently."

After speaking, the two of them put their eyes back on the trading disks of the two cities.

At this time, the market trading time has slid to almost 10 o'clock.

After nearly half an hour of trading time at the beginning of the session, the market hot concepts and major market hot areas have become clearer.

'Infrastructure', 'military industry' and other early hot main line areas.

The corresponding concept sectors, industry sectors, core stocks, concept leading stocks, etc., although they did not continue to fall as on Friday, did not show a trend of rebounding, and have been fluctuating around the opening position. Although the market was in the red, it did not show the hot money-making effect that made various capital groups aggressively take over.

Especially the component stocks with large holdings of the "Yuhang system" that were previously revealed.

During this time, these components that were originally the leaders of popular main lines such as "infrastructure" and "military industry" and the strongest component stocks in the field actually showed a relatively weak trend. The corresponding individual stocks showed a trend of stagflation or huge fluctuations.

It clearly showed a trend from strong to weak, and it could no longer lead the rise of popular main lines such as "infrastructure" and "military industry".

And when these originally strong leading stocks turned weak.

Inside and outside the entire market, the vast capital groups also lowered their expectations for popular main lines such as "infrastructure" and "military industry", and there were still many profit-taking stocks fleeing.

At the same time, many funds have already made firm guesses in their hearts.

I think that the funds of the "Yuhang system" have not been maintaining the market, and most of them have completed the position adjustment and no longer hold these stocks, at least they are no longer holding these stocks as heavily as before.

And when this idea began to grow among many main institutional groups.

These mainline strong stocks, and even almost all the weight stocks and concept leading stocks in the entire popular mainline fields such as "infrastructure" and "military industry", the selling pressure on the market is gradually increasing. Many holders who were originally hesitant in their hearts have also begun to firmly reduce their positions and stop profits, and make corresponding operations.

Many factors have put serious pressure on the previous popular mainlines such as "infrastructure" and "military industry".

This is also the reason why these popular mainlines can no longer rebound as quickly as before under good market sentiment and further open up the room for growth.

At a time when popular mainlines such as "infrastructure" and "military industry" are weak.

Last Friday, the mainline of "technological growth" once played a money-making effect during the session, and finally rushed up and fell.

The performance at this moment is also completely unsatisfactory.

There are a number of concept sections and industry sections in this main field, such as 'film and television media', 'mobile games', 'mobile payment', 'domestic software', 'smart city', 'smartphone concept', 'Apple concept', 'Electronic information', 'semiconductor concept' and other sectors basically fell across the board today, weaker than the broader market trend.

Among them, core component stocks such as ‘LeTV, Huayi Brothers, Wangsu Technology, Tianyu Information...’ etc.

They also opened lower and moved lower one after another, not only completely swallowing up last Friday's intraday gains, but also showing a trend of heavy volume and selling down, burying all the funds taken up to chase the high last Friday.

However, the ‘sub-new stocks’ sector, which performed extremely strongly at the opening, and the ‘sports industry development’ concept sector.

The performance of the two major sectors at this moment is still extremely strong.

The rising limit trend of the 'sub-new stocks' sector continues to erupt even as 'Bluestone Heavy Equipment' hits its 21st daily limit, while the concept sector of 'sports industry development' has seen a surge in 'Leiman Optoelectronics' on the second day of today. Driven by the board's daily limit, its overall hype sentiment continues to rise. Stocks such as Annie Shares, Snowman Shares, Pathfinder, Rhine Sports, Xinlong Health, Qujiang Culture and Tourism... have surged.

In addition to these market patterns that were established within a few minutes of the opening.

Today, the 'brokerage' sector has been getting stronger and stronger since the opening of the market.

At this moment, the entire 'brokerage' sector index has reached the top of the industry sector growth lists in the two cities, with an intraday increase of more than 1.5%, far exceeding the performance of the broader market index.

Moreover, in addition to the index performance of the sector.

The performance of individual stocks within the sector, such as Huaxin Securities, Huatai Securities, Huatong Securities, Guangda Securities... and other heavyweight securities stocks, showed a trend of heavy volume across the board.

Moreover, brokerage stocks have also begun to appear among the top ten in terms of transaction volume in the two cities.

Of course, in the face of the continued increase in volume and abnormal movements in the 'brokerage' sector, most people are obviously not very optimistic about the overall market view at this moment. They feel that 'brokerage', the market's 'dirty stick', will not be able to do so in a short period of time. After the intraday rise, it is definitely a scam again. In the afternoon session or in the late trading stage, it will fall back from the intraday high as it did in the previous few days, and continue to bury the funds that have been chasing the intraday high.

After all, the previous historical market performance of the 'brokerage' sector was really poor.

This makes it impossible for everyone to have too high expectations and expectations for this sector.

At the same time, no one believes that the "brokerage" sector will be able to achieve sustained market performance when the Shanghai Stock Exchange Index is completely under pressure and cannot cross 3,000 points.

What's more, when the 'brokerage' sector continues to increase in volume and strength.

As the "insurance" and "banking" sectors that usually follow the "brokerage" passive movement, although there are some passive gains, the volume and energy performance is very unsatisfactory.

Everyone believes that the entire "Big Finance" main line will probably repeat the trend of yesterday's "Technology Growth" main line.

That is to say, it briefly surged higher during the session, but ended at a loss again.

"The market can't move any further. At this time, it's useless to be involved in the 'brokerage' sector, right?"

Seeing the continued strength of the 'brokerage' sector, at this moment, among the large group of retail investors gathered in the discussion area of ​​the trading platform, some people were speechless.

"Indeed, I don't understand. Are the main funds in the market crazy? Are they recruiting brokers at this time?"

"I'm afraid it's not a spontaneous act of the main funds. Is it possible that the 'national team' deliberately pulled the 'brokerage' sector in order to maintain the market?"

"Everyone knows that when the 'brokerage' sector moves, the entire market will become worse!"

"Yes, to maintain the market and pull the 'brokerage' sector, isn't this a reverse effect? ​​Look at the popular core main line areas of the market such as 'infrastructure' and 'military industry'. The move of 'brokerage' has caused the market to sell in other mainline sector areas. It is obvious that It’s even heavier, this… is simply poisonous!”

“The ‘brokerage’ sector is like ‘the wolf is crying’!”

"Hey, if you have the money to invest in the 'brokerage' sector, you might as well invest in a few core stocks in the popular main line fields such as 'infrastructure' and 'military industry'. As long as the core stocks in these popular main line fields move, emotions and With the money-making effect, wouldn’t the entire market be alive?”

"If you ask me, the operator of the 'national team' is really worse than a pig."

"Hehe, I feel like I'm better than them when it comes to trading, it's just..."

"Come on, no matter how the 'brokerage' pulls it off, I won't follow anyway. Damn it, there have been so many huge losses in the past because of the brokerage sector."

"Me too. Ever since institutions were bullish on the market and yelled that a 'big bull market' was coming, I took over stocks from brokerage firms. As a result, I lost nearly 20 points."

"Stay away from sectors that are always tempting investors and making people lose money."

"Instead of promoting 'brokerage', we might as well promote 'technological growth'. I really don't understand."

"With the move of 'brokerage', I guess today's market situation will be difficult again. I guess apart from the two hot spots of 'sports industry development' and 'sub-new stocks', it will be difficult for the market to gather other money-making effects."

"I agree. To put it bluntly, the 'brokerage' sector is the market's 'dirty stick'."

"It's a pity that the two hot sectors, 'Sports Industry Development' and 'Secondary New Stocks', opened too high in the early trading. If you don't participate at the beginning of the market, you won't be able to participate at all later. Even if you can participate, you can only buy some scraps." I’m afraid it will be difficult for these scrap stocks to have any premium tomorrow.”

"The 'sub-new stocks' sector has reached its daily limit for the third day. I feel that whether it is the 'sports industry development' or the 'sub-new stocks' sector, tomorrow's trend will definitely be divided."

"There is a high probability of divergence, so many fringe concept stocks cannot be picked up today."

“At this time, the two leading concept stocks that still have a certain profit and loss ratio are ‘Bluestone Heavy Equipment’ and ‘Leiman Optoelectronics’.”

"'Blue Stone Heavy Equipment' has reached its 21st daily limit today, is there still room?"

"This kind of super monster stock can no longer be judged by common sense. However, even if 'Bluestone Reload' can maintain its 22nd daily limit tomorrow, it can still open up a certain amount of room for growth. The trend of the 'sub-new stocks' sector tomorrow will be There will definitely be differentiation, after all, not every stock is a 'Blue Stone Reload'!"

“After the two hot concepts of ‘sub-new stocks’ and ‘sports industry development’ diverge, how will the market go?”

"Who knows?"

"The money-making effect of the current market, after the early popular main lines such as 'infrastructure' and 'military industry' have been unable to further open up high space, in fact, even in these few trading days, the two popular concepts of 'sub-new stocks' and 'sports industry development' The money-making effect is still quite popular, but the overall money-making effect is still gradually decreasing.”

"Well, that's the obvious thing."

"Depending on the situation, I feel that the early popular main lines of 'infrastructure' and 'military industry' are really difficult to expand further!"

"At this time, unless Mr. Su's 'Wealth Road' pulls the trigger, it will be quite difficult to open up the situation."

"Today, the stocks held by Mr. Su's 'Yu Hang Group' are obviously weaker than the market. I feel that the market's expectations on the main lines of 'infrastructure' and 'military industry' have begun to change!"

"According to today's trend of the stocks held by Mr. Su's 'Yu Hang Group', it's really hard to say whether Mr. Su is still in these stocks."

"Mr. Su's 'road to wealth' has never appeared on the Dragon and Tiger list. It should still be there, right?"

"It's hard to say. Even now, when the overall expectations of the core main fields of 'infrastructure' and 'military industry' have changed, countless major financial groups within many of the stocks held by Mr. Su's 'Yu Hang Group' have begun to grab When the profit is taken, I’m afraid it will be difficult for Mr. Su to turn the situation around independently, right?”

"Hey, no matter what, the current funding differences in popular main lines such as 'infrastructure' and 'military industry' are indeed quite large."

“The key is not the funding differences on popular main lines such as ‘infrastructure’ and ‘military industry’, but that the Shanghai Stock Exchange Index has been trapped at 3,000 points, which is definitely not a good thing.”

"Indeed, it will fall after a long time!"

"Let alone 3,000 points, the Shanghai Stock Index has not touched the pressure position of 3,000 points, and has not yet stood firm at 2,900 points."

"Doesn't this just show that the pressure of 3,000 points on the Shanghai Composite Index is really extraordinary and cannot be easily overcome?"

"The pressure of 3,000 points is so strong. It seems that the previous shock adjustment of the Shanghai Stock Index was not enough. In this case, we must continue to step back, consolidate the chip structure, and further accumulate strength, right?"

"What I'm afraid of is that the Shanghai Index won't be able to rush through and will just turn around and go down."

"If the Shanghai Index adjusts downward, the nearest support position below is 2,800 points. It shouldn't be far away, right? The decline is not very deep."

"Theoretically, when the Shanghai Index drops to 2,800 points, it will only drop 3 or 4 points. However, a drop of 3 or 4 points in the index is, in terms of many mainline core stocks, a drop of at least 10 points or even 20 points. You have to pay attention and be vigilant.”

"But if you sell at this time, if the Shanghai stock index goes straight up and breaks 3,000 points, you won't be able to get your chips back."

"This is indeed a hidden worry. As long as the Shanghai Stock Exchange Index breaks through 3,000 points, the market's emotional reaction will be completely different from now."

"What can I do to break 3,000 points?"

"I tend to see the Shanghai Stock Index adjust downwards and further accumulate strength."

"Anyway, at this time, whether it is securities companies, sports industry development, sub-new stock sectors, or the main areas of infrastructure, military industry, and technology growth, I will not chase higher and wait for the Shanghai Index to fall back to 2,800 points."

"I agree, you can't chase the high at this time. I chased the high last Thursday. Damn it... I lost 10 points."

"It feels like at this time, no matter which line you pursue, the risk is not small."

"Let's take a look first. At this time, we must control our hands."

Amidst the intensive discussions among many retail investors, everyone’s investment views are gradually leaning towards a cautious attitude...

As market trading hours progress.

Regardless of whether it is the following trend of the main short-term capital groups active in the market or the overall market volume performance, after the time reaches 10:30, they gradually tend to be cautious and shrinking. At the same time, 'infrastructure', 'military industry' Popular main lines such as 'Technology Growth' and other core component stocks, as well as the 'brokerage' sector that saw large increases in volume during the session, have also begun to gradually fluctuate and fall as their volume energy declines.

And in the shock and decline trend of these main line sectors.

The Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index also fell following the shock.

And when the indexes are falling one after another, and the market hot spots and money-making effects are further lacking and weakening, the investment sentiment of the entire market cannot help but tend to be more cautious.

Under this emotional interpretation.

On the news surface after noon, there is a relatively calm vacuum time.

In the afternoon, after the market reopened, the market's time-sharing capacity began to decline further.

Everyone originally thought that the two hot areas with hot money-making effects, such as 'sports industry development' and 'sub-new stocks', would only see obvious differentiation trends tomorrow.

But I didn't expect that I didn't wait until the closing.

At the end of the afternoon, these two hot areas have already begun an obvious trend of heavy volume differentiation.

In its field, many concept stocks that were strongly blocked in the early trading stage began to explode in the last half hour of late trading, and the effect of fund acceptance and following the trend was sharply reduced.

Of course, when there are obvious differences between the ‘sports industry development’ and ‘sub-new stocks’ sectors.

The market trends in other main areas of the market are naturally deteriorating rapidly.

Like 'infrastructure', 'military industry' and other popular main lines in the early stage, after everyone realized that these hot main lines could not further open up room for growth, they turned to selling chips, which made stocks in these main line fields, especially the 'Yu Hang' series 'The component stocks with key positions continued to fall in the late trading period and no longer had any strong status at all.

Like the main line area of ​​‘technological growth’.

Many major funds gathered in this field have also discovered that this sector has never been able to open up space and have never been able to gather the consistent strength of market funds, so they have sold off, or cut profits, or decisively stopped losses.

Others, in early trading, were chasing the "brokerage" sector and the main line funds of "big finance".

At this moment, it was discovered that the Shanghai Stock Index could not cross 3,000 points in the short term, and there was a high probability that it would continue to adjust downwards. After that, they all immediately sold off, causing the 'brokerage' sector to have a rise and fall, which was similar to yesterday's main line of 'technology growth' Almost the same market trend.

In the end, the overall market performance was completely unsatisfactory.

When the market closes at 3 p.m.

The Shanghai Stock Exchange Index continued to close down by nearly 1 point, while the Shenzhen Stock Exchange Index and ChiNext Index fell by more than 1%. Nearly 1,300 stocks in the two cities fell. The overall market profit effect has further declined. At the same time, the trading volume of the two cities has also fallen below 100% today. The 500 billion mark has fallen back to around 480 billion.

In addition to the performance of index and volume energy.

The performance of all major main areas of the market is also completely unsatisfactory.

Overall, only the two hot areas of ‘sports industry development’ and ‘sub-new stocks’ have maintained a certain market profit-making effect.

Other main areas include the 'brokerage' sector.

It basically has a money-losing effect. As long as the funds involved in the relay during the day are considered, the vast majority will lose money based on the final closing result.