Chapter 468 The Return of ‘Road to Wealth’!
"Are they the funds of the 'Yuhang Department' again?" Wu Dayong's face looked extremely shocked after hearing Liao Guanghua's conversation with his secretary. "Yesterday plus today, the 'Yuhang Department' is on the 'Big Infrastructure' line. Online, at least 4 to 5 billion funds have been added, right? It’s just...violent!”
Yes, it can only be described as violent.
After all, this kind of crazy shopping and extreme accumulation of positions in the main direction of investment is extremely rare in large asset management institutions, or in the management of large fund products. It can be said that in Wu Dayong’s perception, it is normal None of the fund managers would make such aggressive bets.
In two trading days, at least four to five billion funds were invested!
This is a crazy move when the entire market has only about 100 billion in daily liquidity, and even in the entire 'big infrastructure' sector, where the daily liquidity is only 20 to 30 billion, a rapid increase in positions at this level is really crazy. Once the market trend does not develop as expected, it is basically impossible to quickly stop the loss and exit.
"It seems that in addition to the 'Fortune Road' trading seat, do they have other trading seats?" Liao Guanghua thought for a while and continued to ask.
The secretary responded: "Yes, the newly established 'Yuhang No. 3' fund product of the 'Yuhang Department' is connected to institutional seats and no longer uses the trading seats of our company's business department. Therefore, in theory... they The trading volume in the market in the past two days should be far more than what is disclosed by the trading desk of our company’s sales department.”
"Far more than that?" Wu Dayong was even more shocked when he heard the secretary's words, and exclaimed, "Isn't it crazy? How many chips did this fund buy on the 'infrastructure' line? And...this person Mr. Su from the Yuhang Department is so optimistic about the main line of infrastructure? "
"Do you think there are still problems with the market conditions of the 'infrastructure' line?" Liao Guanghua asked with a smile.
Wu Dayong replied: "It's not that there is a problem. The expected direction of this main line from a macro perspective is good, and there are stories to tell, but I think... when the market itself has not gotten rid of the bear market pattern, whether it is No matter how good the expected direction is, or how good the story concept is, there should be only rebound market, but no reversal market.”
"After the 'infrastructure' line fully aroused market speculation today, the short-term market will definitely not be bad."
"But to say how high it can reach and how much room it can open up for growth, at present, there are still doubts."
"and……"
Wu Dayong paused and continued: "The funds of the 'Yuhang Department' have intervened in such a huge amount of chips in this direction. After the main funds of all parties are aware of it, there should not be many people willing to carry the sedan chair and continue to relay the support." Others are making wedding clothes, and... This main line has been hyped in April and May. There are endless hold-up orders above this position. In addition, the amount of active funds in the current market is not very abundant after all. In the market With relatively low trading volume and liquidity, it is quite difficult to support this line continuing to rise.”
“So, overall, I think it is quite risky and radical for the ‘Yu Hang Group’ funds to bet so aggressively on this line.”
"A truly top trader is one who can guide the market and create opportunities and trends." Liao Guanghua did not say whether Wu Dayong's analysis was right or wrong. He pondered for a moment and said to himself, "I always feel that the current market has a broad investment "Inertia thinking is very important. Everyone always thinks that the market shape and fundamental trend will continue along the bear market line, but this world, especially the financial trading market, is the most changeable!"
Hearing Liao Guanghua's words, Wu Dayong's heart moved and he was surprised: "Mr. Liao means... that the fundamental form of the bear market will usher in possible changes?"
Liao Guanghua squinted his eyes, the light in his eyes flickered, he was silent for a while, and responded: "No one can say that the prediction of the macro trend changes in the financial market is accurate, but I know that trading... cannot have inertial thinking. , at the same time, in the domestic financial trading market, do not underestimate the will and intervention of the regulatory authorities.”
"And what do regulators need and desire most right now?"
“How do they most want the market to go?”
"In other words, in the current macroeconomic situation, what role does the stock market need to play most?"
"Although we are dealing directly with stocks and constantly changing numbers in transactions, our vision and gaze must still look beyond the market!"
After what Liao Guanghua said, Wu Dayong finally came to his senses and said: "Although the domestic financial trading market has its own adjustment rules and trend evolution, the root cause is still the 'policy market'. You said before At the current juncture, what the regulators most desire and need is a vigorous bull market, so as to attract hot money to enter, enhance the overall market valuation, completely solve the IPO barrier lake problem and the direct market financing problem, and bring the hot money into the market. Through direct financing channels, direct injection into enterprises will ultimately boost the macro economy.”
"If you look at it this way..."
When Wu Dayong said this, bright colors flashed in his eyes, and he continued: "If the fundamental pattern of the market changes and the trend can transition from a bear market to a bull market, then the fundamental speculation logic of the market will be completely different. Not only the market's The overall valuation will increase, and the main line with strong expected logic will completely open up the market space. "
"That's it, that's it..."
Wu Dayong suddenly realized the truth: "The funds of the 'Yu Hang Group' dare to be in this position, dare to be on the line of 'infrastructure', make such aggressive bets, and rapidly increase their positions. These factors should be taken into consideration, and I feel that the market has a high probability of being able to escape." The bear market shocks the pattern and emerges from the bull market trend.”
"They are playing a bright card!" Liao Guanghua said, "I remember that Mr. Su from the 'Yu Hang Department' expressed this at the Oriental Fortune website offline investment exchange summit as early as the beginning of May. It’s a clear point of view, but not many people agree with it.”
"At this age..."
"In terms of trading ideas, it is really not easy to have such a long-term vision!"
"Yes, I remember." Wu Dayong thought about it and nodded in response, "It seems that Mr. Su has always been staring at the 'infrastructure' line, or... there is a high probability that he never really left the scene at all. , on the contrary, we are taking advantage of the fluctuations in market sentiment to lower the cost of mainline chips.”
Liao Guanghua responded: "There is a high probability that this is the case, so I say that the opponent's counterattack is really beautiful. It can be called a classic trader's move in trend investment."
"Then let's..." Wu Dayong asked after roughly understanding the other party's true motives, "Should we continue to add positions and go long in this direction?"
Liao Guanghua nodded and said: "Yes, continue to increase positions and go long in this direction. Judging from the transaction data fed back by the Yuhang Fortune Road Sales Department, the current positions of the 'Yuhang Department' funds are definitely not low. Coupled with the resurgence of market speculation and the recovery of market risk appetite, and as the 'Fortune Road' seats are publicly revealed on the Dragon and Tiger list today, if we hesitate any longer, the probability of getting cheap chips in the future will be lower, so... …No more hesitation.”
"Okay!" Wu Dayong responded, and then said, "The data on the Dragon and Tiger rankings have not been released today. Has Mr. Liao already concluded that the seat of 'Fortune Road' will definitely appear on the buying list?"
Liao Guanghua handed the transaction data file of the Yuhang Fortune Road Sales Department back to his secretary and said with a smile: "Combining this transaction data file, it is quite obvious that the other party's position building has been basically completed. It is not clear at this time. The flag shows the attitude and continues to stimulate funds from all walks of life to enter the market, so what are you waiting for?”
"That's right!" Wu Dayong nodded.
Then he stopped discussing and quickly turned around to take the results of the discussion and lay out the subsequent trading strategy.
When the proprietary investment department of Huashang Securities obtained the overall transaction volume data of its own company's business departments, it was judged that the funds of the "Yu Hang Group" were still making large-scale purchases.
At almost the same time, some internal gossip came from the Yuhang Fortune Road Sales Department of Huashang Securities.
It also began to spread rapidly among a small number of major institutional groups with very sensitive information channels and wide connections.
"The Yuhang Fortune Road Sales Department of Huashang Securities has exploded again today?" Inside the Yuhang Yinhua Public Fund, in the trading room, Zhu Peng, assistant to the fund manager and leader of the trading team, looked at the fund manager who had heard some news from the general manager in surprise. Zhou Yang asked, "How much did you buy?"
Zhou Yang responded: "It is impossible to know the specific transaction data."
"What about that?" Zhu Peng continued to ask.
Zhou Yang replied: "I think it will be upwards of 2 billion. I can't say exactly how much it is, but what is certain is that 'Fortune Road' will definitely buy chips on a large scale today. It's just whether the main line of attack is 'infrastructure'." , or no one knows exactly which stocks are being attacked.”
"Oh my God, more than 2 billion?" When Zhu Peng heard this number, everyone was stunned, "This is a large-scale warehouse building!"
Zhou Yang nodded and said: "Indeed, the 'Yuhang Department' is definitely building positions on a large scale, so... our strategy must continue to change!"
"How to change it?" Zhu Peng asked.
Zhou Yang said in a deep voice: "We must be more decisive. We were too hesitant to take the bargaining chip in this position. We must take advantage of these two days to add the fund position as soon as possible. After all, the 'Yu Hang System' After the large-scale changes in funds, the news continues to ferment, and there will definitely be more and more funds to follow the trend. By then, it will not be so easy to get some slightly cheaper chips on the market. "
"Okay!" Zhu Peng responded, "Since the 'Wealth Road' has changed, and the buying amount has been so large for two days in a row, and the Shanghai Stock Index has returned to 2200 points, then we will switch to defensive at this position and time. It is natural to continue to increase positions and go long.”
While the two were talking, at the same moment, a number of major institutional groups received vague information.
After learning about the large-scale changes in 'Fortune Road', the trading strategies I made were basically the same.
Of course, even if those people are not so well-informed and their connections are not so broad, before the Dragon and Tiger List came out, they did not know that the huge main funds that focus on the main line of 'infrastructure' today are the group of market investors on the 'Fortune Road'. At this moment After a series of resumptions, in the atmosphere of rapidly recovering market investment sentiment, with institutions, core financial media, and the majority of retail investors switching from idle to long, they can't help but begin to secretly adjust their trading strategies, and look forward to it with great anticipation The Dragon and Tiger ranking data will be released at 5:30 pm.
And in this atmosphere of high expectations and exciting market investment sentiment.
The time finally came to 5:30 pm, and under the gaze of tens of millions of eyes in the market, the dragon and tiger rankings of the two cities were refreshed on time.
Looking at the entire Dragon and Tiger ranking data...
A total of 32 stocks from the two cities were listed, setting a new record for the number of stocks on the list in recent times.
As for the specific 32 stocks, the popular stocks in the main concept fields of "infrastructure", "military industry", and "Internet finance" accounted for almost half of the number, including "China Metallurgical, Shanghai Construction, Beijiang Communications, China Fortune, Beixin Road and Bridge, Shanghai Steel Union, China Communications, China Railway Construction, Tianshan Cement, Hengsheng Electronics, Jinzheng Shares, Tonghuashun, Oriental Fortune, Hongdu Aviation, China Airlines Optoelectronics... and other stocks with an amplitude of more than 10% today are all on the list.
Of course, for the tens of millions of market investors who are paying attention to the Dragon and Tiger List data at this moment, the fact that the concept hot stocks of the main lines of "infrastructure", "military industry", and "Internet finance" account for such a large proportion of the total number of stocks disclosed in the Dragon and Tiger List is not the most shocking thing for them.
After all, these main lines did perform very well today and perfectly supported the reversal of the market.
Many people had expected this result.
What really shocked the tens of millions of investors in the entire market was the seat of 'Huashang Securities Yuhang Fortune Road Sales Department' that appeared on the main buying seats of 14 stocks at this moment!
According to the Dragon and Tiger List data.
The legendary market seat 'Fortune Road' that everyone had been looking forward to and waiting for not only finally returned perfectly, but also swept the entire Dragon and Tiger List data of the two cities with a domineering attitude, occupying half of the entire Dragon and Tiger List buying seats in the two cities with one seat.
Seeing the words 'Fortune Road' on almost every hot stock buying seat on the Dragon and Tiger List.
Seeing that behind the 'Fortune Road' seat, each net purchase was as high as tens of millions of funds.
Seeing the total net purchase amount of 867 million disclosed by 'Fortune Road' on the Dragon and Tiger List, and the 639 million net purchase amount of 'institutions' that appeared almost simultaneously with 'Fortune Road' and had a high probability of having related seats.
The vast retail investors in the entire market, as well as the various active hot money groups, instantly burst into tears, and the excitement and surging emotions in their hearts were simply difficult to suppress.
At the same time, with the "Fortune Road" sweeping the world, it returned to the Dragon and Tiger List.
The entire market, whether online or offline, as long as it is a place where investors gather to discuss, the topic exploded instantly, and countless related news, like a surging wave, instantly covered the entire domestic financial market!