Chapter 484: First Meeting!

Facing the indexes that still managed to close in the red after violent shocks, the mood of the majority of investors in the market is quite encouraging.

After all, the Shanghai Stock Index has continued to be weak in the external market and has fallen sharply for several days. It is still able to maintain strong fluctuations and create a profit-making effect on the market. This is enough to illustrate the strength of this round of rebound and the market's "prospective market outlook". A common view.

"It turned out to be a red plate, which is good, not bad..."

On the online stock investment exchange forum, discussions among retail investors are still intense.

"With this trend in the market, I feel that the market outlook is promising. The Shanghai Stock Index simply refuses to correct. The position of 2,200 points should not go back again, right?"

"Compared with the external market trends, Big A's move today is indeed quite strong."

"The ten minutes after the market opened at 1 o'clock in the afternoon really scared me into a cold sweat. Fortunately, the Shanghai Stock Index recovered its intraday decline in the end."

"Haha, indeed, that wave of diving is quite scary."

"Fortunately, the 2250 point was held at that time, otherwise... I'm afraid there would be no subsequent reversal."

"The main areas are the two main areas of 'mobile Internet' and 'smartphone industry chain'. Today is too weak, which drags down the market. Otherwise, the market will definitely still have a breakthrough trend of the big positive line today. Maybe... the Shanghai Stock Index has successfully reached the top It’s 2300.”

“The reason why ‘mobile Internet’ and ‘smartphone industry chain’ are so weak is mainly due to the trend of external markets.”

"Indeed, looking at the U.S. stock market and the entire Asia-Pacific stock market, stocks related to the 'Apple industry chain' have all fallen miserably."

"But apart from these two lines and some junk sectors that haven't risen for thousands of years, overall, today's market is not bad at making money."

"The money-making effect is not bad. In addition to the stocks with daily limit, there are 38 stocks that have naturally changed hands. Compared with yesterday, the gap is not big. Let me say...at this stage, there is no need to pay too much attention to the index. Basically, it is difficult to lose money by following the trend of important and popular main areas such as 'infrastructure', 'military industry', 'Internet finance', and 'film and television media'."

"It makes sense. We can indeed be light on the market and heavy on individual stocks."

"Today's overall market conditions should be said to be driven by the two main lines of 'military industry' and 'infrastructure', right? Especially the 'military industry' line is really ridiculously strong."

"Indeed, independent of the market, when the index fluctuated sideways, it achieved an average increase of more than 4 points!"

"The 'military industry' line has exploded so fiercely today. It should be supported by important potential benefits, right?"

"Haven't the benefits already come out? There is news about an internal meeting today. Didn't you read it? I heard that we will step up the reform of military industry enterprises, and at the same time accelerate the asset securitization of military industry enterprises, as well as 'domestic large aircraft' and ' There's good news in aerospace."

"'The asset securitization path of military industry enterprises'? This is a big concept. No wonder the 'military industry' exploded like this today!"

"Has this concept been proposed before?"

"Yes, I remember that last month, market news mentioned this. I also heard that the restructuring of central enterprises in this area was to be accelerated. However, funds seemed to have speculated on this main line before based on the news, but it did not take off."

"I also vaguely remember that news about this came out before, but I don't know why the market didn't ferment at that time, but it exploded now."

"Is it because of Mr. Su's 'road to wealth'?"

"No, it's mainly because of the market's investment sentiment!"

"No matter what the reason is, anyway, at this time, the 'military industry' line has completely come out. In the future, we only need to follow the trend."

“Although ‘military industry’ exploded violently today, I think the main line of ‘big infrastructure’ is more reliable than sustainability.”

"I think so too. In fact, the line of 'infrastructure' is the real core that supports the market."

"You can say that, but to be honest, everyone is optimistic about the 'infrastructure' line, which is actually not conducive to the continued upward development of the market. After all, if everyone is optimistic, then there will naturally be less funds for selling, and there will be less chips on the market. Without sufficient exchange, there will be concerns about the funding of the relay.”

"The so-called market consensus expectation is too strong, which causes the market to stall. Is this what it means?"

"Yes, that's what it means!"

"But in fact, today's main line of 'infrastructure', the volume of transactions is not small, the change of hands is quite sufficient, it shouldn't be considered too strong, right?"

"Today's market divergence is actually not small."

"Indeed, many votes changed hands significantly, and there is no such thing as consistent expectations."

"At this stage, disagreements should be a good thing, right? Isn't there a saying that 'only when there are disagreements will the market prevail'?"

"You have to look at the Dragon and Tiger List later to determine whether it's good or bad. As long as the main funds from all parties are still buying, especially if Mr. Su's 'Wealth Road' is still locked up, then the market outlook will definitely be safe. But if all the main funds are selling, the market outlook will be uncertain.”

"Mr. Su's 'road to wealth' must have not been revealed yet, right?"

"Yes, the trend of the 'Fortune Road Holdings Concept Stocks' sector is still very strong today, with more than half of the concept stocks hitting their daily limits!"

"But it is true that the area of ​​'Fortune Road Holdings Concept Stocks' is the most active and popular stocks in the two markets today, right? I think we can't be too absolute about everything. Whether the market can continue to perform well in the future, we should look at the after-hours Dragon and Tiger List, the weekend news, and the external market trends."

"It's hard to say about the Dragon and Tiger List and the external trends, but the weekend news should still be mostly positive, right?"

"Why?"

"Because it is obvious that the regulators also hope that the market will be bullish, otherwise why are there so many recent good news?"

"Yes, I also think that at least the regulators' attitude is clear."

"Who cares? In a word, the Shanghai Composite Index of more than 2,200 points is definitely not high."

"Compared with 2,500 points and 3,000 points, this position is definitely not high, but compared with the 1,700 points set by the Shanghai Composite Index in recent years, it is very high, and the index does not fall, not waiting As for individual stocks, they are not falling. Look at the past two years when the index has been sideways, and many stocks have fallen to only a fraction of their highs. So I think it is useless to just look at the index trend. We still need to analyze the specific market conditions. "

"Then just looking at the main market conditions of popular concepts such as "military industry", "infrastructure", "Internet finance", and "film and television media", it is not the time for the market to end now, right? Of course... For example, the high-priced hot stocks in the two main areas of "smartphone industry chain" and "mobile Internet" that were over-hyped last year and at the beginning of the year must be properly avoided and cautious at this moment. "

"In short, it is not appropriate to be pessimistic or overly optimistic here. "

"That's a good point. Indeed, it is not appropriate to be pessimistic or overly optimistic. "

"Hey, look, the Dragon and Tiger List of the two cities has come out!"

As everyone was discussing fiercely, unknowingly, the time had moved to 5:30 pm, and the Dragon and Tiger List of the two cities was refreshed.

"Sure enough, haha... I said, Mr. Su's 'Fortune Road' definitely didn't sell."

"Not only did 'Fortune Road' not sell a single chip, but it was also net buying. For the two checks of AVIC Technology and China Aviation Optoelectronics that broke out today, 'Fortune Road' actually bought more than 20 million chips. Although this amount of chips is nothing compared to the amount of billions of chips the day before, the attitude it shows is very important."

"Not only Mr. Su's 'Fortune Road', Mr. Xu's 'Jiefang South Road' is also net buying!"

"Hongqiao Road, Yanjing Outdoor Street, Four Seasons Road, Honggu Road, Chengdu North Third Ring Road... Many market leaders have not left the market, either doing T or still net buying."

"Haha, today's Dragon and Tiger List data is better than expected I want to be awesome."

"Many popular stocks have luxurious lineups, what does this mean?"

"It means that the market situation is here, and it is definitely not over. It means that the violent intraday fluctuations of the index today are a wash-out."

"Yes, wash-out, mainly to wash out the unsteady chips that entered before, right?"

"Looking at the Dragon and Tiger List data, a lot of funds have been washed out! Especially the check of "Huaguo Zhongye", the top three selling seats, a total of 210 million, is still very scary."

"Hey, I was also washed out. Looking at this situation, I'm afraid I have to chase high and buy back next Monday."

"I don't think you should watch the market with this kind of market trend today."

"Watching the market in the afternoon, I couldn't help it. Indeed... If you don't watch the market, your mentality is still It will be better."

"Haha, the data of the Dragon and Tiger List of the two cities is stronger than previously predicted. The external market will rebound tonight, and there will be some good news on the weekend. When the market opens next Monday, the index will most likely open directly above 2,300 points, and I feel... this is a high probability."

"Let's hope so! After all, I'm already fully invested."

"Based on the Dragon and Tiger List data, even if the external market trend is not good tonight, I think the index will definitely break through 2,300 points next Monday."

"Looking at the performance of A-shares in the past few days, the trend of the external market can no longer affect the A-share market."

"Indeed, after waiting for so long, the A-share market has finally stood up."

"Not to mention the daily K-line, just based on the overall market trend this week, the major market indices The weekly K-line chart is also very beautiful, basically reversed. "

"I hope that this rebound trend can be maintained this month."

"Yes, as long as it can be maintained until the end of the month, so that the monthly line of this month ends better, the Shanghai Composite Index will be in sight of a golden cross on the monthly K-line."

"Technically, it is just the last fire."

"Now, it depends on whether the two core themes of "military industry" and "large infrastructure", as well as a number of popular themes such as "Internet finance" and "film and television media", can thoroughly play out the continuous money-making effect, so that the index can successfully stand at 2,300 points and continue to create market space upward."

"Without a doubt, it will definitely work..."

After the release of the Dragon and Tiger List data of the two cities, the market discussion became more intense.

In this increasingly heated discussion, a number of financial media, securities firms, fund companies and other institutional groups are also analyzing the market from various angles, sparing no effort to sing bullish, and through the continuous divergence of voices and the money-making effect that has gradually accumulated in the market, attracting those potential investors who are still holding a little expectation for the stock market, but are hesitant, hoping to gradually attract them to the market.

At the same time, when the overall investment sentiment of the market is still turning to the bullish direction.

In the evening, the peripheral markets that have been baptized by three consecutive days of plunges, especially the US stocks that have been pessimistic by most investors in the world, also cooperated to bottom out and rebound, counterattacked in a big way, and opened low and went high, and finally soared 2.33% with great momentum.

The sharp rebound of the US stock market was almost stimulated by the trend of reversing the decline of the previous trading day.

On Saturday, although the market was closed and it was a holiday, the domestic financial market and the investors' mindset were still heading for the daily limit, and the market bullish sentiment became stronger.

Similarly, on this day.

As the holder of the 'Fortune Road' seat that the market investors are paying attention to, Su Yu began to meet Qian Zhongmou, the general manager of the strategic investment department of Huijin Company, for the first time at the invitation of Zhou Boyang, the assistant general manager of the strategic investment department of Huijin Company.

Around 11:30 noon, Yuhang, in a private room of Lanting Hotel.

Zhou Boyang looked at Su Yu who had arrived, stood up hurriedly, made a gesture of invitation, and then introduced him to Su Yu: "Mr. Su, this is Mr. Qian from our company's strategic investment department. I have to say... It's not easy to make an appointment with Mr. Su. If you don't come today, I guess I will have to go to your company to block the door next Monday."

"Secretary Zhou, what are you talking about." Su Yu responded with a smile.

Then he took the initiative to extend his hand to Qian Zhongmou and said, "Mr. Qian, you are a well-known figure in our domestic financial industry. It is my honor to meet you. Speaking of which, my former university teacher is also your alumnus. In terms of seniority, I have to call you Mr. Qian."

Although the company has developed by leaps and bounds in recent years, and his personal assets have also exceeded the 1 billion mark, at the same time, both in terms of fame and status, he has also gained a place in the domestic financial industry, especially in the domestic asset management industry. However, for Qian Zhongmou, a senior in the financial industry who laid the foundation for the development of domestic finance and a core executive member of the national core asset management institution, he still respects and admires him very much.

"Oh, really?" Qian Zhongmou shook hands with Su Yu, and also made a gesture of invitation to Su Yu, responded briefly, and then waited for Su Yu to sit down before continuing to ask, "Who is your university teacher?"

"Fang Chengming, Professor Fang." Su Yu said.

When Qian Zhongmou heard the name, he thought for a moment and smiled, "So you are Lao Fang's student. No wonder you are so outstanding. Last time, we had dinner together at an economic academic exchange in Yanjing, but he... should be attending a meeting abroad, right?"

"Yes!" Su Yu replied casually, and then said, "So you should be my teacher!"

Qian Zhongmou laughed and said happily, "It would be a blessing in life if I had a student like you."

When they met for the first time, he really had a good impression of the young man Su Yu.

Originally, he thought that at Su Yu's age, he had suddenly achieved such excellent results in the industry, and at the same time, his personal wealth had accumulated to a very large level. He would probably be ranked on the domestic wealth rankings. His temperament and image should be the kind of arrogant and a little arrogant, but he didn't expect... The other party had clear eyes, a gentle and calm demeanor, and a whole person's performance was neither humble nor arrogant, which surprised him quite a bit.

Of course, at the same time as he was surprised, he also suddenly felt... maybe this trip was really the right one for him.