Chapter 467 Top Domestic Trader!
"Where is the position?" Su Yu was stunned for a moment and then asked.
Li Meng responded: "'Yuhang No. 1' fund has reached 85% full position, and 'Yuhang No. 2' fund position has also exceeded 80%. There is not much funds available to increase positions. 'Yuhang No. 3' The fund position is around 66%, relatively speaking, there is still room for operation.”
"Okay!" Su Yu nodded slightly, "We probably still have close to 5 billion in funds, can we use them?"
Li Meng nodded and responded: "To be precise, it is 4.896 billion. Of course... This is calculated based on the fact that 85% of the overall positions of each fund are full. If the calculation is based on 100% of the positions being full, then we can release With available funds, more can be achieved.”
"Calculation is based on the full position status of 85%." Su Yu said, "Whether it is individual operation or institutional operation, 85% of all funds are in the so-called full position status. The remaining 15% of the red line of funds is not extreme. situation, cannot be used.”
In the financial trading market, there are no 100% certain opportunities.
Therefore, even if you have enough confidence and grasp of the opportunity you are investing in, you must keep enough funds to deal with extreme risks, and you cannot invest all the principal in it. This is the bottom line of trading, and it is also necessary to avoid missing a move. Shen, the last lifeline when everything is overturned.
After all, you only have liquid funds in your hands.
Only in this way can we remain proactive in the constantly changing financial trading market.
"Okay!" Li Meng responded and continued, "Today's market's 'big infrastructure', 'military industry', and 'Internet finance' lines have all been brought out by us. In the subsequent market changes, we should not have to worry too much." Have you moved your positions too frequently? Looking at today’s trend and the market’s continued trend, the market’s short-term trend should be safe.”
"Today is just a rebound from the bottom." Su Yu added, "How sustainable it will be depends on the market follow-up effect and market interpretation tomorrow and the day after tomorrow. However, today the index has been rising all the way, directly reaching above 2220 points. It’s still somewhat unexpected, and the trend is stronger than I expected.”
"Of course, this place, even though it was recaptured..."
Su Yu paused and continued: "When this wave of emotional reaction is over and the market shrinks again, it will probably be necessary to step back to confirm. And if it really follows this pattern, then the second time it steps back, It should be the second better buying point in this period.”
"Yes!" Li Meng nodded, "Today's volume is a bit large, but today's trend requires a large amount of volume, otherwise it will be a relatively established bottom."
"After all, only by fully increasing the volume and truly breaking out of the panic market can we fully loosen the trapped chips above."
"Now……"
Li Meng smiled and continued: "The holding of the Shanghai stock index in the range above 2200 points should be almost solved. Overall, the macro chip structure on the market has also been completely disrupted by the market's continuous downward trend in the past month. I feel that if the market can be re-consolidated here and the main funds of various departments can take over the chips with the same intention, then it should be one step closer to the 'bull market' you mentioned. "
Su Yu smiled and said: "Indeed, it's the break of dawn before dawn!"
"It's just almost a good thing." Li Mengmeng thought for a while, and then said, "The negative news about the IPO restart has been completely realized after the listing of new shares today, but in terms of funds and macro news, it always feels like it's still a little bit worse. Huo Huo, I hope that in the subsequent market trends, the regulators will realize this and make changes!”
Su Yu thought that with the implementation of the 'big infrastructure' strategy, with the development of the foreign economic and trade strategy of the 'New Silk Road', with the recovery of the property market, with the fall of the inflation rate, with the international economic situation, multilateral trade and finance As the situation changes further, regulators will definitely have more cards in their hands, and the "Yangma" that everyone is eagerly awaiting will definitely make some moves.
He vaguely remembers the shift in financial policy in the second half of the year, and vaguely remembers the interest rate and reserve requirement cuts that caused extreme riots in the market after two years of monetary tightening.
"Everything you expect will be there." After Su Yu pondered, he retracted his thoughts and said with a smile, "We just need to be prepared to welcome all this."
Seeing Su Yu's confidence, Li Meng wondered, "How do you know that everything will be okay?"
Su Yu responded: "The signs of economic macroeconomic changes can be felt without careful examination. Hot money is surging in the market. Emerging industrial economies and traditional industrial economies complement each other. They are all coming out of the quagmire. The policies of the property market are changing." The loosening of restrictions, and even the housing prices in Yuhang, have begun to change recently, can't you feel this..."
Li Mengmeng thought for a while and said: "That's true. Let's not talk about the property market. After the loosening of restrictions, there are indeed signs of recovery. Otherwise, the stock market and real estate sector would not have been continuously speculated. In the investment field, I heard that the primary market It is indeed extremely hot. The valuations of start-up companies in emerging industries have been raised to the sky by institutions. The entrepreneurial market is booming. According to the published data, the fall in inflation is not very obvious, but the hot money in the market...is indeed moving in all directions. The surge, especially in the P2P market where 'Internet finance' is located, is so hot... and now it seems that the country also supports activating private capital through mass entrepreneurship and Internet finance, thereby activating macroeconomic vitality. "
"Hot money surges and economic recovery are the strongest support points for the complete warming of the financial trading market." Su Yu said, "The signs are already fully obvious. All that's missing is a fire, a huge flame that ignites the enthusiasm and hype of the entire market. This fire is the huge and powerful action and signal in the direction of the regulatory authorities that you just mentioned, and... I believe this signal will come soon."
Li Meng nodded, and said expectantly: "I hope so. After all, the domestic market has been dead for too long."
While the two were talking, the market trading time had already passed 4 o'clock in the afternoon.
Originally, before the Dragon and Tiger List data of the two cities were disclosed, the market should have been quite calm in the vacuum of information. However, under today's market trend, even if there was no specific Dragon and Tiger List data, the vast number of investors in the entire market, including institutions and hot money, were extremely excited, frantically discussing and reviewing the market, and guessing the Dragon and Tiger List data results of many popular stocks.
Even in the extremely hot atmosphere of market-wide discussion
Some financial media and financial Vs who had been silent before also came out again, fully and carefully analyzing the market from all aspects, and reaffirmed the idea of going long. What's even more ridiculous is that many financial Vs and well-known stock commentators who were bearish in the morning trading today also began to turn from bearish to bullish at this moment.
"A great reversal, sure, sure, 2200 points is the bottom of the market!"
"Darkness is over, dawn is coming, yes, this is the starting point of the bull market!"
"Iron bottom, 2200 points is definitely the iron bottom!"
"Firmly bullish, the Shanghai Composite Index will never return to the box of 2000 to 2200 points. There is no doubt that today's intraday low is the lowest point of the market this year."
"The 'big infrastructure' strategy has set sail again. The future belongs to the era of 'infrastructure'. High-speed rail, urban construction, rural revitalization, the rise of a great power is unstoppable. Investing in 'infrastructure' is investing in the future and investing in national destiny. The main line of 'infrastructure' is definitely the biggest main line of the market this year! ”
“Everything good starts from the Shanghai Composite Index of 2200 points!”
“Only those who can endure loneliness can maintain prosperity. From now on, it is the prosperous moment of the market.”
“It is irrational to be bearish on the Shanghai Composite Index of 2200 points, and it is absolutely rational and correct to be bullish on the Shanghai Composite Index of 2200 points. Believe me, the Shanghai Composite Index of 2200 points is definitely a super undervalued point that will never appear again in the next ten years. Layout and long here will be the most precious starting point of wealth in a person's investment career.”
“Break and then establish the golden bottom, now is the time to buy the bottom and make money!”
“The golden needle probes the bottom, reverses with large volume, reverses to the extreme, and returns to 2200 points. All signs indicate that the bottom... it's here !”
“This will be the most beautiful intraday trend this year, and it will also be the best layout opportunity this year.”
“Go long, go long… At this time, is there a second choice?”
“The loss and recovery of 2200 points once again proves the resilience of the market. Who says that our A-shares are a hopeless case? Today has fully proved that, looking at the world, only our A-shares are the strongest.”
“Today is an absolutely independent trend, and it can be foreseen that A-shares will continue to maintain an independent trend in the future. The past sluggish days will never return.”
“Encourage, today’s trend is really encouraging!”
“Miracles are happening, myths are reappearing, I feel that the bull market is very close . "
"What is an independent trend? This is an independent trend!"
"Those who are bearish will eventually be in vain, while those who are bullish will eventually reap wealth."
"Today is the day when the bears are completely defeated, and it is also the beginning of the A-shares getting rid of the influence of external trends and becoming independent of the global financial trading market!"
"What is meant by the strong always being strong? Today's A-shares have proved this point."
The entire market, whether it is the discussion area and news area of the trading platform, or the topic area of the stock investment forum, or the stock network forum, community, or the social platform, the public comment section of the financial media... Various places, similar, inspiring remarks and topics, suddenly emerged in an endless stream.
It was like a volcanic eruption.
In an instant, countless financial big Vs, stock commentators, securities analysts, institutional analysts, securities investment consultants, professional financial commentary reporters... groups of professional or non-professional "experts" all emerged, and spared no effort to start bullish on the market, and published bullish analysis remarks from different angles.
On the contrary, during the time when the bullish comments suddenly broke out, the bearish comments in the market gradually disappeared. Under the intentional or unintentional guidance of countless people, the entire market investment sentiment tilted towards the bullish direction at the fastest speed, fully suppressing the bearish sentiment that was still as strong as a flood in the morning.
"This guidance... is too obvious, right?"
Seeing the overwhelming bullish topics in the market and the market speakers from all sides who were suddenly as excited as if they had been injected with chicken blood, at this moment in Yanjing, Huashang Securities' proprietary investment department, in the main fund trading room, fund manager Wu Dayong couldn't help but complain: "Everything is too much, and being so eager to sing bullish will make many investment institutions more hesitant. The market has its own form and trend. All trends are formed by the collective efforts of funds from all parties in the market, not just by the emotional stimulation. What's the use of this?"
Hearing Wu Dayong's complaints, Liao Guanghua, who was standing behind him, couldn't help laughing and said: "Although it can't play a decisive role in stimulating market sentiment, it can still play a slight role in promoting it. And these people can speak out like this, It is also speculating in the market, and it also shows the connivance of the regulators and the direction of the market development that the regulators hope for. "
"Regulators strongly need a bull market. This trend should be no secret." Wu Dayong said.
Liao Guanghua nodded and said: "Yes, it's not a secret. That's why some people work so hard. After all, it's much more pleasing to sing long than to sing short. As for whether we look at the market rationally and whether our views are correct, As long as you don’t invest real money, it doesn’t matter at all.”
"What do you think, Mr. Liao, is the market here really the end?" Wu Dayong asked instead.
Liao Guanghua stared at the market that had been fixed for a while and said: "It's hard to say, but today's trend is indeed beautiful and has boosted the confidence of many market investors!"
"Yeah!" Wu Dayong nodded, "The completely unexpected trend, from the complete plunge and breaking the position in the early trading, to the trend of heavy volume and positive trend of one yang crossing three lines and enclosing the big yang line, is really an extreme reversal. In one day, It completely created the money-making effect and following trend in the market.”
"It's amazing!" Liao Guanghua said.
Wu Dayong was stunned and asked: "What Mr. Liao said..."
"Oh!" Liao Guanghua came back to his senses and said, "I mean the funds that took over a lot of stocks in the field of 'infrastructure' in the early trading and strongly sealed the check of 'Huaguo MCC'. This fund... is completely based on the To change the overall situation of the market on your own is to make a huge gamble!”
"And look at this trading technique..."
Liao Guanghua's eyes gradually narrowed: "It seems a bit similar, could it be again..."
He already had a guess in his mind. However, before he could express his guess, the secretary who had followed him in the past had gently knocked on the door of the trading room, approached him, and handed over an internal document in his hand. , handed it to him and said: "Today's transaction data of the Yuhang Fortune Road Sales Department shows that 'Fortune Road' has purchased more than 2 billion funds!"
"Sure enough, it's him!" Liao Guanghua took the document from the secretary's hand, took a look at it, and was shocked in his heart, "He made a huge gamble and turned the tide, enough to rank among the top traders in the country!