Chapter 593 The Bull Market Came Earlier than Expected (V)!

After the mood brewed in the afternoon and the influence of market news.

As soon as the two markets opened, the market trend of the entire market continued to explode rapidly, and the Shanghai Composite Index once again quickly broke through the 2520 point mark.

At the same time, the two main lines of "infrastructure" and "military industry", as well as the core concept lines of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", after further absorbing a large amount of main funds in the market, their driving effect on other traditional sectors of the market has gradually become prominent.

At 1:15, the "big finance" sector further surged upward.

The daily increase of several major weight industry sectors such as banking, securities, and insurance exceeded 1.5%, completely keeping up with the increase of the Shanghai Composite Index.

At 1:25, the "big consumption" related sectors moved strongly, and the white goods, food, and liquor concept sectors rose sharply.

At 1:35, the non-ferrous cycle, coal, and petrochemical sectors also began to move significantly, and the weak sectors showed obvious rebound.

And when these traditional sectors are driven by several core main lines of the market.

The core weighted stocks within them.

Such as Qianzhou Moutai, Shenhua Coal, Huaguo Petroleum, and major weighted bank stocks, securities stocks, and insurance stocks, have also exploded upward.

At the same time, when these traditional sectors are driven by several core main lines of the market.

The weighted main line of "Technology Growth" of the SME Board and the ChiNext Board, which was relatively divergent from the trend of the Shanghai Composite Index and has been in a weak adjustment, is also rapidly exploding at this moment.

That is, the source of the huge amount of funds for the major core main lines of the market.

It does not come from siphoning other main line sectors of the market, but it does come from the large amount of new incremental funds that followed the trend after the Shanghai Composite Index broke through 2,500 points, opening up the bull market expectations and rising space. Only with the influx of a large amount of new incremental funds can the market be fully taken over at this moment and a situation of overall market rise can be formed.

"Boss, today's market trend is crazy!"

At 1:42, when the Shanghai Composite Index once again hit a new intraday high of 2527 points, Wang Can looked at the overall market rise and the trend of nearly 80% of the stocks in the red market in the main fund trading room of Yuhang and Yuhang Investment Company. He was very surprised and exclaimed: "It's really a strong breakthrough trend. The whole market...all sectors are rising."

Su Yu stared at the market and smiled: "When the mood and expectations of the entire market begin to change, this is the real explosive power of the market. Watch...This is just the beginning. After the Shanghai Composite Index breaks through the shackles of 2500 points, the market will really rise in the future.

Of course, the market is in full swing at this moment, It didn't come out of thin air.

If it weren't for the small steps forward of the Shanghai Composite Index in the past two months, the accumulated market's continuous money-making effect, as well as the two main lines of "infrastructure" and "military industry", and the future expectations and investment sentiment of the core concepts of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", the changes in the investment confidence of the entire market.

Today's market breakthrough is expected to be variable.

Judging from the hot scenes in many off-site investment markets, is the market actually short of funds? No.

What is really lacking is the confidence of investors that has long been exhausted in the bear market of 6 or 7 years.

Now, with the continuation of the money-making effect of these major market main lines and the regulators' At the macroeconomic level, there are continuous positive stimuli.

This market confidence, which is more precious than gold, has finally begun to fully recover and reverse.

When market confidence is there, then... all the previous pessimistic expectations will quickly and gradually turn to optimism, and when expectations are fully optimistic, the overall valuation of the market that was previously severely suppressed, and the investment logic that was previously not taken seriously, will be greatly improved under this optimistic expectation.

At the same time, due to the reversal of expectations, sentiment has warmed up.

Under the stimulation of the strong money-making effect of the market, the funds that were originally idle in the off-site market, as well as other risky investment funds, will quickly participate and further undertake the market situation.

It can be foreseen...

The subsequent market volume will explode more rapidly.

City The overall volume of the market will increase, and the slope of the market will increase further. The bull market we are looking forward to is gradually approaching! "

"It is indeed possible to feel that the entire market trend ecology is changing rapidly." After Su Yu analyzed the market, Li Meng responded, "At the same time, the traces of the rapid intervention of incremental funds in the market today are really visible to the naked eye. It is not even 2 o'clock in the afternoon, and the intraday turnover of the Shanghai Stock Exchange Index has exploded to 120 billion. This was completely unimaginable two months ago. According to this explosive volume, the incremental funds entering the market today must be at least more than 30 billion, right? "

"My God, 30 billion in one day!" Wang Can couldn't help but exclaimed again with excitement.

Su Yu smiled, his face was normal, and he looked around at everyone, thinking to himself: "What is 30 billion incremental funds? A few months later, the market turnover will easily reach trillions, which is shocking. "

However, he just thought about it in his heart and would definitely not say it out loud.

"Master, today the market is in full swing. In addition to the two main lines of 'infrastructure' and 'military industry', there are also the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'" Outside the main line, other traditional main line fields are also in a situation where incremental funds are fully involved." Liu Yuan paused and said, "The 'big finance' field you mentioned before is also changing very frequently today. There are many major funds involved.

Our current main holdings are all in the two main lines of 'infrastructure' and 'military industry', as well as the core concept lines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'. It's a pity that we can't extend the investment front too long! "

Since the market has fully broken through, and the Shanghai Stock Exchange Index has broken through the 2,500-point limit without any hindrance.

Then, as the market's bull market expectations become stronger and stronger, the "big financial" sector, which is the vanguard of the "bull market", will definitely have investment opportunities.

Now, their main positions cannot be moved or converted.

At the same time, the main rising prices of the two main lines of 'infrastructure' and 'military industry', as well as the core concept lines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises', are now It has almost just begun, and it is impossible to carry out position conversion at this time.

This made Liu Yuan feel really regretful.

At the same time, I suddenly realized that the company's main funds, despite their asset management scale, have now officially exceeded the 50 billion mark.

But it seems that she still feels that there is not enough funds in the face of the increasingly approaching bull market.

"No need to be regretful." Su Yu smiled and said, "Our company's fourth major fund product is already in preparation, and the scale of fundraising this time will be significantly improved.

At the same time, we have completed the acquisition of ‘Anzhao Fund’.

Although the current asset management scale of this fund company is small, under the semi-open trading rules, its fund scale continues to skyrocket.

This can provide us with more main line layout opportunities.

Let us get sufficient bottom chip opportunities as the bull market approaches. "

And the moment Su Yu mentioned the company 'Anzhao Fund'.

At this moment, Yuhang, inside the 'Anzhao Fund' company, in the main fund trading room, a group of traders were surprised when they looked at the market trend of a comprehensive breakthrough.

Facing several of the company's main fund products, the scale more than doubled in one day.

Originally, they were already at the absolute heavy position level, but now due to the rapid increase in scale, the position has become less than 50%. The whole person's heart is both excited and shocked.

"Mr. Qin, our scale has skyrocketed, almost reaching 12 billion." Trading team leader Zhou Hui said with emotion, "With such a large size, the positions of several of our funds are significantly lower than the industry average. At this moment ...I’m afraid I have to further change my trading strategy and continue to increase my position!”

Qin Qiuyue looked at the automatic reduction of positions after the fund scale increased, with a smile on her face. She had never felt so satisfied. She smiled and said: "It is true that we have to change our trading strategy, but 'infrastructure' and 'military industry' The two main lines, as well as the main directions of the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', the current position is a bit high, and there are no suitable entrants. At the market point, it seems inappropriate for us to chase the high at this position.

Also, since our company has been acquired by ‘Yuhang Investment’.

If the main fund products of our fund continue to invest heavily in the same investment direction as the main funds of the "Yuhang Series", I am afraid that the risks of their positions will be highlighted.

What if there is any sudden change in the two main lines of 'infrastructure' and 'military industry', as well as the main lines of the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'? What about the negative consequences?

Several fund products of our parent company, the "Yuhang Series", have huge holding cost advantages.

They can be unafraid of adjustments, but we are not.

Therefore, although we need to change our investment ideas, change our current trading strategies, and continue to increase fund positions, the specific direction of increasing positions...

I'm afraid we have to discuss it again. "

Zhou Hui still agreed with Qin Qiuyue's idea. After thinking about it, she responded: "If we can't continue to increase our positions in the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt' and 'New Era Road, If we look at the core concepts of "Maritime Silk Road" and "Reform and Reorganization of Central and State-owned Enterprises", we can only invest in other main lines. The current market has strong expectations for the main lines of the market.

In addition to the two main lines of "infrastructure" and "military industry", as well as the core conceptual lines of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road" and "Reform and Reorganization of Central and State-owned Enterprises".

There are only "technological growth", "big finance" and "big consumption" directions, which should still have core medium and long-term investment logic.

If we want to increase our position, I think it is best to mainly consider these three directions. "

"Technology growth, big finance, big consumption..." After hearing Zhou Hui's words, Qin Qiuyue pondered for a while and said, "Although the long-term investment logic of 'Technology growth' is still there, and the 'mobile Internet' and 'smartphone industry chain' markets are still on the track of rapid expansion.

But its internal chip structure is not good, and its valuation is also the highest in the entire market, even generally higher than the 'military industry' sector.

In addition, the main funds in this field are still flowing out, and the trend is relatively weaker than the overall market.

This shows that although its investment logic is not bad, the current valuation level and current expectations cannot be obtained. The main market funds unanimously recognized.

At the same time, the overall main style of the market is currently concentrated in the main board direction.

A series of growth stocks in the GEM and SME boards always feel a lack of sentiment and investment confidence.

Therefore, we will not consider the line of "technological growth" for the time being. "

Zhou Hui nodded and said: "The rest are only the two main lines of "big finance" and "big consumption". Mr. Qin thinks it is better for us to lean towards consumption or finance. "

Qin Qiuyue pondered: "'Big consumption' follows the expectation of macroeconomic recovery and is the main line logic of boosting domestic demand. This logic... At present, it is still relatively vague, and the certainty of economic recovery is obviously not as good as the main line of "big infrastructure" stimulated by continuous macroeconomic policies.

On the other hand, the main line of "big finance".

As the market's bull market expectations are getting stronger and stronger, and the market turnover is also starting to rise.

As the core force of the domestic asset management system, whether it is securities companies, banks, or insurance companies, there should be an expectation of performance explosion. At the same time, under optimistic expectations, their valuations will also increase.

Compare the two main lines of "technological growth" and "big consumption".

Relatively speaking, the investment logic of the main line of "big finance" should be clearer and more Be more certain.

Zhou Hui, what do you think? "

Zhou Hui smiled and replied: "My idea coincides with yours, Mr. Qin. I also think that it is the right time to lay out the "big finance" line. Moreover, the valuation of the "big finance" line in the market is quite low at present. There is expected certainty in the future, and there is an extremely low valuation as a risk support. At present, looking at the entire market, if there is a large amount of capital investment, there is no more suitable investment field than this main line. "

"In this case..." Qin Qiuyue smiled and said, "Then there is no need to hesitate!"

After speaking, she was about to give the traders an order to increase their positions and buy, and at this time, the phone rang.

Qin Qiuyue saw that it was Su Yu who called, and hurriedly answered the phone. Before she had time to speak, Su Yu on the other side of the phone asked her what she thought of the "big finance" investment main line, and whether she had any plans to increase her positions in this investment main line?"