Chapter 500 Undercurrent of Market Sentiment!
Next to Zhou Kan, Xu Xiang was stunned when he saw the data on the Dragon and Tiger Ranking. He did not expect that there would be so many "Fortune Road" owners buying seats.
Of course, compared with the buying volume of ‘Fortune Road’ on the main line of ‘Big Infrastructure’ some time ago.
Today’s buying volume is actually nothing.
But today's 'Fortune Road' buying opportunity is quite sensitive compared to the main buying trend some time ago.
"Mr. Su from the 'Yu Hang Department' conducted such a public operation, and I'm afraid the gains outweighed the losses." Xu Xiang said with emotion, "We can see that he has signs of early attack on the stocks related to 'Film and Television Media'. Then other major institutions and major funds can also see it.”
Zhou Kan nodded slightly and said: "I also think there are big problems with such open operations. The 'Yuhang System' has already been at the forefront of the attention of various institutional groups in the domestic asset management industry, and even the majority of investor groups. , At this time, if you want to be so aggressive and expose your seat, isn't it obvious that you will be reported? "
"Even though today's 'Yu Hang Group' does not involve the issue of 'insider trading' in its operation of the 'film and television media' line, it has aggressively rushed to raise funds and used its seat influence to further intensify the 'film and television media' line. The high-level market investment sentiment will also cause dissatisfaction among many similar investment institutions, right?”
"That's for sure!" Xu Xiang responded, "Although in the financial trading market, how much you can earn depends entirely on your ability, but in fact, no one likes to 'eat alone', which is exactly what the 'Yu Hang Group' is doing now. With this question in mind, I guess... Faced with such a radical and domineering act of raising funds by the 'Yu Hang Group', the follow-up stock holdings of the 'Yu Hang Group' have strong unexpected logic and the market cannot avoid it, and the market will Most of the other major institutions in the country are probably not willing to support the 'Yuhang Department' and the 'Fortune Road'."
"According to the data of the Dragon and Tiger List during this period, the positions of stocks exposed by the 'Yu Hang Group' are still in the direction of 'big infrastructure' with higher position weights!" Zhou Kan briefly reviewed this period.' The Dragon and Tiger list data that appeared on Wealth Road said, "According to what you said, boss, doesn't this mean that we have to reduce our positions or avoid the line of 'big infrastructure'?"
"at the same time……"
Zhou Kan thought for a while and continued: "If the market does not break through in the direction of 'big infrastructure' with a higher position weight in the 'Yu Hang Group', which direction will it go in? In other main market directions, compare with 'big infrastructure' For this line, either the expected logic is not strong enough and the market is not in a good mood to follow the trend, or, like the 'film and television media' line, the overall main line market value is not large enough, the index weight is not high enough, and a single line market cannot drive the entire market. "
"I'm saying that most of the main funds in the market should avoid stocks with higher holding weights in the 'Yuhang series'. I didn't say that the main direction of the breakthrough will change." Xu Xiang smiled and responded, "The whole ' In the field of large infrastructure, there are many industry sectors such as building decoration, building materials, real estate, steel, cement, public transportation, machinery and equipment, and high-speed rail, as well as the reform and reorganization of state-owned enterprises and central enterprises, the Shanghai Free Trade Zone, and infrastructure There are so many conceptual themes such as "construction," "rural revitalization," and "urbanization," and there are hundreds of stocks in total. What percentage of the stocks held by the "Yu Hang Group" can account for it? "
"In other words, in the entire 'big infrastructure' field, after avoiding the stocks with higher holding weights in the 'Yu Hang Group', there are still many stocks with speculation logic and investment value."
"If you don't want to support the 'Yu Hang Group' with funds, you can still invest in these stocks."
"Of course..."
"The market has not truly achieved a breakthrough, and before it has completely come out, changes on the main line of breakthrough are also possible. After all, there is the support of the hype of the main line of 'film and television media', and the market breaks through with small and medium-sized board and GEM heavyweight stocks as the core , it’s not impossible to achieve.”
"And if the main funds in the market choose to form a joint force in the direction of the small and medium-sized board and the GEM."
"That should be able to completely avoid the core holding areas of the 'Yu Hang System'."
Zhou Kan heard Xu Xiang's analysis, thought about it carefully for a while, and responded: "It seems... we have to make two preparations. In terms of the weighted core stocks of the small and medium-sized board and the GEM, we also have to adjust the positions to avoid the market. When the breakthrough trend gradually became clear, we were completely unable to keep up with the 'film and television media' line."
"Well, yes!" Xu Xiang nodded slightly, "First make arrangements, build a bottom position, and then observe and observe. The market is at this position, there are differences, but it is fully equipped with various expected factors for a breakthrough. We should really take good care of it. Be prepared to avoid being unable to react in time when an opportunity suddenly comes.”
Zhou Kan nodded, responded quickly, and then took advantage of the last half hour before getting off work.
Make timely adjustments to subsequent trading plans and investment strategies.
While the two of them were analyzing the market's dragon and tiger list, making judgments on the market trends and adjusting trading strategies, at the same time, Shenzhen Pingyin Asset Management Center, Modu Yifangda Asset Management Institution, Yanjing Huarui Public Fund Within the company, and even managers from the proprietary investment department of Huaxin Securities, the investment strategy and trading department of Huatai Securities, the Huayin Fund Investment Department, etc., and many other major market institutional groups, as Xu Xiang expected, they saw the market. After the ranking data, there was serious dissatisfaction with the "Yu Hang Department" funds behind the "Fortune Road" trading seat.
"Is this insider trading by 'Fortune Road'? We should really suggest that the Market Trading Department of the China Securities Regulatory Commission conduct a thorough investigation."
"Why is there 'Fortune Road' everywhere? The funds of 'Yuhang Group' are so eager to make deals and use their seat influence to seriously affect the market's follow-up sentiment. Isn't it too much?"
"Are you kidding me? It's 'Fortune Road' again dominating the list. It's simply eating alone!"
"The funds behind the 'Fortune Road' seat are suspected of manipulating stock prices by making deals like this?"
"Fuck, too much..."
"I was wondering why I couldn't grab the chips. It turns out that the buying channel was blocked by the funds of 'Fortune Road'."
"How can the funds of 'Yuhang Group' be so quick? Damn, this reaction, this information channel... I'm afraid it's directly leaked from the inside?"
"Can you report it? The transactions of the funds of 'Fortune Road' today are really questionable."
"The line of 'Film and Television Media' has been stimulated by 'Fortune Road'. I'm afraid it's clear There is no good entry point in the sky, hey... Is this forcing funds to return to the field of "big infrastructure"? "
"Do you still want to return to the field of "big infrastructure" to support the "Yuhang system" funds? Isn't this cheap?"
"Fuck, I don't want to support the "Yuhang system" funds anyway."
"Who wants to? Isn't there a way?"
"The key is that this fund has too much influence on the vast retail investors in the market and the hot money groups that follow the trend. If you ask me... this fund should be banned from using the "Fortune Road" seat for trading. "
"Indeed, it affects the normal market transactions too much."
"It also affects the fairness of the market. I don't understand, are these hot money and retail investors who follow the trend of "Fortune Road" stupid? Don't you understand that "Fortune Road" is harvesting them? "
In the internal communication groups of many institutions, everyone's complaints about the funds of "Yuhang System" and "Fortune Road" are endless.
And just the opposite of the main institutional groups...
The retail investors and the hot money groups in the market are quite excited and excited about the "Fortune Road"'s once again dominating the Dragon and Tiger List.
After all, according to the signs that "Fortune Road" showed on the Dragon and Tiger List in the past.
As long as "Fortune Road" buys in a large amount, the future market will not be bad regardless of the main line bought by "Fortune Road" or the market conditions of the entire market.
"Haha, President Su is really amazing. With the support of President Su's seat on the 'Fortune Road', the 'Film and Television Media' line should be completely explosive, right?"
"Huace Film and Television, Ciwen Media, Yanjing Culture, Wentou Holdings, Huayi Brothers, Guangguang Media, LeTV... These stocks should be directly at the daily limit tomorrow, right? Haha... Fortunately, I grabbed the chips of Huayi Brothers when the market opened this afternoon. I will definitely get a 10% profit tomorrow."
"Today's Dragon and Tiger List data is really explosive."
"How many days have passed? It's really not easy to see President Su's 'Fortune Road' seat again."
"This time, President Su's 'Fortune Road' seat appeared on the Dragon and Tiger List. The interval between it and the last time is not long, right?"
"One day without seeing, like three autumns, didn't you hear this saying? Did you say that? Speaking of which... Mr. Su's Fortune Road, after buying it during this period, you haven't seen it sold, right? "
"Indeed, based on the Dragon and Tiger List data this month, Mr. Su's 'Fortune Road' and its related institutional seats have a net purchase volume of more than 2 billion on the Dragon and Tiger List, and the amount of sales on the public list is still zero so far. "
"Oh my God, such a large net purchase volume?"
"Such a large net purchase volume should prove that Mr. Su is very optimistic about the future market, right?"
"That's for sure, otherwise how can Mr. Su continue to buy so many chips? "
"Well, the net value and position data of several main funds of the 'Yuhang system' are not public now, so it is impossible to know Mr. Su's position specifically, otherwise... I would really follow it without thinking. ”
“Now you can follow without thinking. Looking back at every large-scale purchase by Mr. Su’s ‘Fortune Road’ on the Dragon and Tiger List, there has never been a sustained purchase as strong as this time. I estimate that… the subsequent market will continue to break upward, which is basically a done deal. Moreover, the ‘film and television media’ line will definitely have a big market in the future, at least it should replicate the hype of ‘Internet finance’ and ‘mobile games’ last year, right?”
“If we compare the current ‘film and television media’ with the two main lines of ‘Internet finance’ and ‘mobile games’ last year, doesn’t that mean that this main line will at least double the market?”
“As for the favorable policies of Huace Film and Television, Ciwen Media, Yanjing Culture, LeTV, Huayi Brothers, and Light Media, Under this situation, the leading stocks with direct benefits should double at least, and 3 to 5 times of space should be appropriate. "
"I hope so. I have a full position in Huayi Brothers. I hope this wave can make me back my investment and make a small profit."
"Brother, the cost of building a position is a bit high. Can Huayi Brothers also be trapped?"
"Hey, I was fully invested at the high point of speculation last year. Anyway... let's look at the new high this time. I believe in Mr. Su and believe that the check of 'Huayi Brothers' will definitely set a new high."
Many retail groups gathered to discuss...
At the same moment, in the Yuhang main hot money group where Su Yu was, in addition to being excited and excited, before the Dragon and Tiger List data came out, the differences on the leading stocks in the 'Film and Television Media' line and the differences on the direction of the market trend were finally completely clear.
"There should be no doubt now, right? The leading stocks in the 'Film and Television Media' line have all been circled out by President Su's 'Wealth Road'."
"I really didn't expect that President Su's 'Wealth Road' would dominate the list again."
"The key is that President Su's warehouse speed is too fast, right? Except for the three stocks of Light Media, Huayi Brothers, and LeTV, the circulation of the other stocks that President Su intervened is not large, and they were all closed at the daily limit in the morning."
"Do you think his information channels are the same as you and me?"
"It's normal. The 'Yuhang Series' fund headed by President Su has such a large amount of funds. Without some information channels, it is impossible Ah!"
"Is this insider trading, Mr. Su?"
"What kind of insider trading is this? It's not like he's ambushing positions in advance and waiting for good news. It's just that the news came out half an hour or ten minutes in advance."
"Not really. Real insider trading won't show up on the market at all."
"How many chips did Mr. Su buy recently? This month, the net purchase of Fortune Road and its related institutional seats has exceeded 2 billion on the Dragon and Tiger List. However, Mr. Su's purchases are definitely not all on the Dragon and Tiger List. It is estimated that... the entire holding volume of the 'Yuhang system' should exceed 10 billion, right?"
"I think The holding scale must be more than 10 billion. "
"I think it is more than that!"
"No matter how much, at this time, the funds managed by Mr. Su are definitely in a heavy position. "
"I agree. This also shows that Mr. Su is firmly optimistic about the future market. At least he thinks that there should be no suspense that the Shanghai Composite Index will break through 2,300 points in the future, right?"
"There is also the line of 'film and television media'. Mr. Su's large-scale and urgent involvement should also show that the hype logic and expectation logic of this line are perfect. It is estimated that this line will have a big trend. Everyone... I feel that the market is about to enter the emotional hype stage where it is best to make money. "
" Haha... I'll just relay tomorrow without thinking!"
"I have to relay. I've been resting for several days, waiting for Mr. Su's "Fortune Road" to appear on the Dragon and Tiger List again."
"Similarly, I didn't follow it last time, so I have to follow it this time."
"I hope the external market trend will be better tonight, so that the index will jump directly to more than 2,300 points tomorrow."
"The index is actually not important now. After all, the market's continuous money-making effect has been played out. As long as the market does not suddenly have major negative news, the market's follow-up sentiment will not be bad."
When the hot money was excited, there was a bright light in their eyes, and they were all looking forward to tomorrow's market.
Of course, no matter how the retail investors and hot money groups change their emotions under the stimulation of Su Yu's "Fortune Road" seat's large-scale net buying, they cannot change the disgust of the main institutional groups and some managers for Su Yu and even the entire "Yuhang system" fund trading method.
At the same time, because of this aversion…
The various capital groups in the market have once again shown serious differences in their judgment of the future market conditions and their prediction of the main trend of the market.