Chapter 522: Struggle for Market Dominance (XI)!
"Market news?" Li Meng was slightly startled and said, "How can we change this?"
Su Yu said with a smile: "Many investment institutions in the industry can use today's offline investment strategy exchange meeting to make public speeches to guide the direction of market sentiment. Why can't we? As long as the analysis is well-founded and does not fabricate bad news or good news, Doesn’t involve specific stock investment targets, any public statements made by that person are reasonable and compliant, right?”
"What you mean is..." After hearing Su Yu's words, Li Meng understood in his heart, "We can use our company's own institutional influence to clearly be bullish on a certain direction of the market, thereby arousing widespread investment in the market. "
Su Yu nodded slightly and said, "Yes, that's what I mean."
"Is it possible?" Li Meng was still a little hesitant about Su Yu's strategy. "There is no investment of real money to lure the market. Just rely on verbal opinions to activate funds in the market. When the liquidity has shifted towards the ‘conceptual growth stocks’ of the Small and Medium Enterprise Board and GEM, this strategy… I’m afraid it won’t work!”
Su Yu smiled, his face still very calm, and continued to respond: "It doesn't actually matter whether we can truly reverse the current market trend. As long as investors believe in our publicly stated market analysis views, the market will be in the 'Big Infrastructure Construction' "Military industry" and "Internet finance", which are the popular main lines in the early stage, still have a high degree of investor attention. At the same time, the market can be divided between the early popular main lines and the current hot speculation main line of "conceptual growth stocks" in small and medium-caps. It’s enough to still have big differences.”
"As long as the line of 'conceptual growth stocks' in small and medium-cap stocks is concerned, it still cannot form consistent market expectations in the minds of investors."
"As long as a few popular main lines in the early stage, with high attention, can stabilize the strong and volatile market trend, intensify the changing hands of the market, and further clear up the unstable chips and short-term profit float gathered in this area. Well, then time is completely on our side.”
"in this way……"
"In the follow-up line of small and medium-cap 'conceptual growth stocks', as long as the corresponding popular stocks weaken slightly and the divergence further expands, then the early popular main line areas where we have heavy positions will only need a small positive spark to once again completely Ignite the market in this field and bring the main trend of the market back to the direction we expected.”
"I understand!" Li Meng nodded and began to fully agree with Su Yu's thoughts.
After Su Yu said these words, he glanced at the market time and immediately logged into the online account that he had published a post last year and had been marked as his personal identity by many retail investors in the market, and used this account to Published an analysis article on the current trend of the market, and comprehensively compared the small and medium-cap "concept growth stocks" fields such as 'mobile Internet' and 'smartphone industry chain' that have huge investment potential in the mouths of managers of core major institutions in the industry. , as well as the investment logic of 'big infrastructure', 'big finance' and other fields in the direction of the main board, as well as various medium and long-term investment expectations, performance expectations, valuations, potential macro policy support and other conditions, and finally made a personal decision I am more optimistic about the direction of the main board, which has a valuation advantage, investment value, performance growth certainty, macro policy support and a macro narrative as the main line of 'big infrastructure'.
Of course, when making this analysis and main line conclusion.
In order to avoid unnecessary disputes, Su Yu did not mention the position structure of his "Yu Hang Series" fund at all, nor did he constructively mention any specific investment targets.
But even so...
As soon as his market analysis remarks came out, it caused a great sensation on relevant online stock forums, and attracted the attention and participation of countless investor groups. The popularity of the topic increased after his market analysis opinions were published. In just a few minutes, it overshadowed the news related to the offline investment strategy meeting in Shanghai and became the most popular topic discussed during the lunch market break.
"Haha, after a year, Mr. Su once again publicly spoke out against the market. It was really explosive!"
"Mr. Su's analysis is much better than Mr. Liu's speech at the investment strategy meeting of Pingyin Bank Asset Management Department! It is simply well-founded and convincing."
"Does Mr. Su's speech count as a slap in the face to a group of asset management tycoons who are optimistic about emerging industries at the Shanghai Investment Strategy Conference today?"
"It must be a slap in the face, but...the market needs people like Mr. Su who dare to speak out."
"It's rare to see President Su clearly optimistic about the market situation in a certain area of the market. It seems... the market situation in the 'big infrastructure' line is definitely not over."
"From the perspective of investment logic in all aspects, the line of 'big infrastructure' is originally the most certain main line of market trends in the market."
"Indeed, Mr. Su's analysis of the market is really insightful."
"I'm not saying that last year, when Mr. Su started to hype the 'smartphone industry chain' and 'mobile Internet', the major institutions that were optimistic about these two main lines didn't react at all. Now the expectations for these two main lines have been fully It has been fulfilled, and at this time...these major institutions are shouting to add positions and be optimistic, which can't help but feel a bit like an afterthought."
"It's not an afterthought, but a call for all of us to rush in and take over from them."
"Haha, I really want to attract everyone to come in and take over the deal. Otherwise... Why do these institutional bosses suddenly become so radical in their views on the market?"
"I'm not saying that in the current market, the only reliable one among the main funds is Mr. Su."
"It must be Mr. Su!"
"Fortunately, we didn't chase it this morning. Otherwise, if the market turns back to the main line of 'big infrastructure' in the afternoon, I might not be able to cut the flesh even if I want to."
"Damn it, aren't you talking about me? I only caught up with the wave information when the market closed at noon."
"As soon as Mr. Su's words came out, the market trend in the afternoon will inevitably be concentrated in the direction of 'big infrastructure'. In fact... only when the 'big infrastructure' line is stable, can the Shanghai Stock Exchange Index stand firm at 2,300 points, and the market Only then can we fully gather investment confidence and continue to open up space.”
"Yes, on the whole, the line of 'big infrastructure' is the most certain main line of investment expectations in the market!"
"So fast, Mr. Su's market analysis article has been on the home page of several financial media websites, and the number of comments under Mr. Su's original post has exceeded 7,000 in 10 minutes, and it has been reposted Yes, it’s up to about 8,000 times.”
"The discussion on the main line of 'big infrastructure' has also skyrocketed in an instant!"
"Damn, with this heat, you are indeed worthy of Mr. Su!"
"Mr. Su's influence on the domestic stock market is simply unparalleled in the domestic financial industry. One person's speech is worth 1 billion in capital."
"It is necessary. You must know that after Mr. Su founded the 'Yuhang Investment' company, all trading operations were accurate. Carefully review the historical position data and transaction winning rates of several major funds of the 'Yuhang Series' , almost 100%, there is simply no trading shortcoming. ”
“This morning’s investment strategy exchange meeting in the Modu Asset Management industry was completely overshadowed.”
"Not only was the enthusiasm of the investment strategy exchange meeting completely overshadowed, the popularity of the 'conceptual growth stocks' that performed well in the morning was also overshadowed by the relatively certain holding concept stocks of the 'Yu Hang Group', such as Beijiang A number of core popular stocks of "big infrastructure" such as China Communications Construction, China Metallurgical Corporation, Gemdale Group, China Communications Construction, China Railway Construction, Shanghai Construction Engineering, Pudong Construction, Tianshan Cement, etc., are also gaining popularity. Soaring.”
"No wonder the market is so divergent. It turns out that the direction that Mr. Su is optimistic about is not consistent with the direction that major institutions are optimistic about."
"Isn't it true that there are differences that lead to market trends?"
"Yes, differences are not a bad thing, but a better buying point."
"If we really want to talk about buying points, then the 'big infrastructure' line fits the bill. After all, looking at the entire market, only this line has not decreased in popularity, and many related popular stocks have always maintained a relatively strong shock pattern. , the chip adjustment is relatively sufficient, and other main lines of the main board direction that are divergent do not meet this characteristic. "
"Looking at Mr. Su's public speeches in the past, or the market trend after making corresponding clear operations, the market direction that Mr. Su is optimistic about is almost the area where the market outlook will rise. Even at this moment, the market trend is still in the first-line field of 'concept growth stocks' , but the line of ‘big infrastructure’ cannot be ignored.”
"If you follow Mr. Su's opinions, you can make a lot of money even if you just follow the trend without thinking."
"There is no doubt that the real main rise of the 'big infrastructure' line has definitely not started yet. What the hell... What are you chasing after the short term? From now on, we will brainlessly increase our positions in core stocks in the 'big infrastructure' field. In a word, if I don’t see President Su’s seat clearly sold on the ‘big infrastructure’ line, I will only buy it and not sell it.”
After Su Yu's public speech, the entire network exploded with extreme discussion...
At the same time, in the Yuhang main hot money group where Su Yu was located, the mentality of many main hot money groups exploded collectively at this moment, and the discussion heated up rapidly.
"Damn it, Mr. Su actually spoke publicly, I really didn't expect it!"
"Mr. Su's influence is simply incredible. With the intensity of discussions and emotional reactions, the "concept growth stocks" frontline of the Small and Medium-sized Enterprise Board and GEM are bound to plummet in the afternoon!"
"There is a high probability that the market will turn back to the main line of 'big infrastructure'."
"It's not a high probability, but it will definitely turn back to the main line of 'big infrastructure'. Fortunately... in the morning, the main purchase of the two lines of 'Apple Industry Chain' and 'Film and Television Media' was not too aggressive. "
"If you think carefully about the timing of Mr. Su's speech, there are some unusual things and logic in it!"
"What's the meaning?"
"It feels like Su is always deliberately steering the market in the direction of 'big infrastructure'."
"I also feel this way, but even if this factor is put aside, from a pure investment logic analysis, the investment value of the 'big infrastructure' line is far better than the 'mobile Internet' and 'smartphone' explosions in today's session. Are these two so-called "conceptual growth stocks" the main lines of the mobile phone industry chain? "
"Indeed, I have always felt that the line of 'conceptual growth stocks' is almost meaningless."
"Mr. Su has clearly analyzed the pros and cons of the two main lines of investment logic. I think Mr. Su's market views can be used as a reference for investment operations in the current market."
"Hehe, I think that Mr. Su's view today further proves the view that the holdings of several main funds of the 'Yuhang system' must be in the direction of 'big infrastructure', but this is not a bad thing. At least the investment direction of the macro main line is clear."
"Let's not talk about other things. From the perspective of chip structure, the 'big infrastructure' line is slightly superior to the 'film and television media' line, which has been hyped for three consecutive days and has accumulated a lot of short-term profit-taking, and the 'Apple industry chain' line, which has exploded today but still has a heavy upper lock-in, right?"
"I think the key is that the Shanghai Index can only be driven by the 'big infrastructure' line."
"Indeed , which is also a major reason. "
"As an emerging market index, the ChiNext Index cannot fully gather the overall investment sentiment of the market, attract a large number of investors outside the market, and bring in continuous and huge incremental funds. This has been verified in the market trend in the second half of last year, so... I think if the market is to break through comprehensively, the Shanghai Composite Index must break through, and if the Shanghai Composite Index must break through, it must be accompanied by the market of "big infrastructure". "
"Aren't the regulators desperately wanting a sustained bull market to open up the market's direct financing space? Therefore, continuous policy stimulus and various favorable news stimulus should also be inevitable. In this regard... Mr. Su is going to In the market views published in the past and now, they are consistent positions and ideas, and I agree with this very much. "
"No more talk, let's go straight to the main line of 'big infrastructure' in the afternoon."
"Real estate recovery is in sight, high-speed rail is speeding up, urban construction is accelerating, rural revitalization, the new Silk Road, state-owned enterprises and central enterprises reform and reorganization, Shanghai Free Trade Zone construction, and free trade zones in various places... If you think about it carefully, there are really many hype logics and investment expectations for the 'big infrastructure' line. Whether it is the hype space or the expected performance explosion space, it is indeed not inferior to the many 'concept growth stocks' that are being hyped in the market! "
"Haha, the hype logic and investment logic of the 'big infrastructure' line are originally It has not changed, it's just that the market sentiment has fluctuated. In fact... the line of 'big infrastructure' is far from the time when the market expectations are fulfilled. It is very likely that the main rising trend has not yet begun. "
"I have a feeling that the line of 'big infrastructure' will give birth to many stocks similar to 'Beixin Road and Bridge'."
"Don't feel it, the cheque of 'Beijian Jiaojian' has already taken the leading position, and the popularity of this cheque has climbed to the first place in the entire market at this moment."
"It can be predicted that the market trend in the afternoon will definitely be turbulent again!"
Accompanied by the rapid refresh of the messages in the group, and the changes in the mentality of many hot money bosses under the influence of Su Yu's article on market views.
The lunch time passed quickly.
After a while, in the extreme discussion of Su Yu's market views and remarks by the entire market investor group, the time pointer moved to 1 o'clock in the afternoon, and the two markets ushered in the re-opening.