Chapter 594 The Bull Market Comes Earlier than Expected (VI)!

Qin Qiuyue didn't expect Su Yu to call her to ask about this matter. She smiled and said, "To be honest with you, President Su, our fund trading team is planning to increase its position in this main investment direction."

"In that case, I won't say much." Su Yu laughed.

At present, the main positions of several fund products of the 'Yuhang system' are mainly concentrated in the two main lines of 'infrastructure' and 'military industry', as well as the core concept main lines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises'. When the market of these main lines has not reached the highest point of expected sentiment, that is, when there is no obvious selling point.

It is difficult to move the positions of several main funds.

After all, one person cannot choose two opportunities at the same time.

In this way, Su Yu subconsciously considered the idea of ​​using the scale funds of several 'Anzhao' series fund products of 'Anzhao Fund' Company to deploy the 'big financial' sector where the expectation is rapidly increasing and the inflow of large funds is also slowly accelerating.

At the same time, since the ‘Anzhao Fund’ company has become a wholly-owned subsidiary of the ‘Yuhang Investment’ company.

Then, some issues in the direction of investment strategies between the two trading teams can also be shared.

And this... is also the reason why the entire ‘Anzhao Series’ fund product shares have been frantically snapped up by a large number of investors in the fund investment market in the past two days.

“With Mr. Su’s accurate judgment of the financial trading market, it would definitely be better if Mr. Su is willing to give us some advice.” Qin Qiuyue said with a smile, “How to lay out the ‘big finance’ line specifically, and how to choose the core target stocks, this still requires Mr. Su to give us some advice.”

Su Yu smiled and said: “Under the expectation of the ‘bull market’, the layout path of the ‘big finance’ line should still be easy to plan, right?”

“Does Mr. Su also think that the market has turned into the expectation of the ‘bull market’?” Qin Qiuyue asked.

Su Yu laughed and said, "It's not what I think, but the market has already reflected the expectations in this direction. And haven't the institutional groups in the market been shouting the expected slogan of 'bull market' for a long time? Now that market sentiment and investment confidence have fully recovered, naturally this expected slogan has the basis to become a reality."

"Well, that's true." Qin Qiuyue nodded and responded.

Su Yu pondered for a moment, thought about it, and reminded: "In the layout of 'big finance', the line of 'financial technology' should still be paid special attention to. This is also a field with expected rapid expansion under the expectation of 'bull market', and the demand scale and industry scale have doubled.

Also in the selection of financial stocks...

If it can be combined with the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', it will be even better, especially in line with 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', and financial stocks with certain restructuring expectations."

"Okay, I understand!" Qin Qiuyue nodded and continued to respond.

After that, the two hung up the phone.

Qin Qiuyue hung up the phone, turned back to her senses, and stared at the traders in the trading room. The expression on her face became more excited and excited. She smiled and said to Zhou Hui, the head of the trading team: "Zhou Hui, it's rare... our trading and investment thinking coincides with that of General Manager Su."

"Ah?" Zhou Hui was obviously a little surprised, "General Manager Su is also optimistic about the core theme of the market, 'big finance'."

Qin Qiuyue nodded and responded: "Yes, and General Manager Su said that the market is already in the expectation of a 'bull market', and the subsequent market trend is likely to accelerate further."

"Ah..." Zhou Hui said in surprise, "General Manager Su's judgment on the current market situation is as accurate as ever."

After the Shanghai Composite Index broke through 2,500 points without any hindrance, especially with a large-scale explosion, and a large amount of incremental funds could be seen entering the market, Zhou Hui always had a feeling that a 'bull market' was coming. Of course... this feeling was very vague, and she didn't know if it was right.

But now, Su Yu agreed.

Naturally, her confidence was very firm.

In fact, the change in the market's investment sentiment and confidence was still very obvious on the market.

Of course, although the off-market funds are entering the market in big strides and many new investor groups have entered the market, the differences in the market still exist.

This can also be seen from the selling pressure of a large number of profit-taking plates at the beginning of today's trading.

However, when the market's money-making effect continues to deepen, when the market's investment sentiment and confidence have completely reversed, this difference cannot stop the huge bullish force.

She can almost foresee that after the Shanghai Composite Index truly breaks through the shackles of 2,500 points.

Under the footsteps of the 'bull market', the road to market rise has now... officially begun, and the subsequent market conditions should be even more magnificent.

Qin Qiuyue laughed and said, "Boss Su's judgment on the direction of the market has been verified again and again by the market. There is no doubt that since Boss Su firmly believes that the market is on the road to a 'bull market', we don't need to hesitate any more."

"Okay!" Zhou Hui nodded, and then said, "Did Boss Su tell me the specific main line investment and position building plan?"

Qin Qiuyue responded with a smile: "Mr. Su just asked us to link up with the 'Eurasian Economic Belt', the 'New Era Road, and the Maritime Silk Road' when laying out the core main line investment field of the market, 'Big Finance'" , 'reform and reorganization of central and state-owned enterprises'. At the same time, we must focus on the main line of derivative market investment, 'financial technology'. Mr. Su believes that outside the field of 'traditional finance', the 'financial technology' line, there will also be great investment potential under the expectation of a 'bull market'."

"Fintech?" Zhou Hui thought for a while, "It should be the 'Internet Finance' sector, right?"

Qin Qiuyue responded: "It should be, but it is not limited to this."

"I remember that among the main fund products of the 'Yu Hang Series' managed by Mr. Su, it seems that they have never given up on the layout in this direction." Zhou Hui thought about it, "Since last year, the market first focused on the main line of 'Internet Finance'. Large-scale speculation has begun. It seems that in more than a year, the "Yuhang series" fund products managed by Mr. Su have not completely left this main line field in terms of the layout of several core lines. "

Qin Qiuyue said: "It seems to be true. This shows that Mr. Su is indeed quite optimistic about the 'financial technology' line!"

"Yeah!" Zhou Hui nodded and continued, "This is the line. After a lot of hype in the early stage, the valuation level is high and it is not easy to start. Moreover, these concept stocks, in terms of performance, There are also many uncertainties, making stock selection difficult.”

Qin Qiuyue thought for a while and said: "The overall core investment logic is based on the logic of 'bull market' expectations. It should be easier for us to set target stocks based on this logic. For example, as the 'bull market' expectations increase, The stronger the trend, the more investors enter the market.

When the securities business and fund business exploded.

At the same time, under the surging tide of 'mobile Internet', using mobile devices, that is, smartphones, to trade stocks should be the general trend in the future. So... Under the expectation of a surge in mobile financial users, as a trading platform software development and mobile customer The financial service providers 'Flush' and 'Oriental Fortune' that operate on the terminal are not to be missed.

Based on this idea, securities firms, banks, insurance and financial institutions are developing mobile platforms one after another.

Companies whose main business is mainly trading software development and maintenance are naturally not to be missed. The main business companies in this area are mainly 'Hengsheng Electronics, Jinzheng Co., Ltd., Yinjie Technology, Changliang Technology...' right?

In my personal opinion, these two main business areas should have certain potential for scale expansion and performance explosion as the market's "bull market" expectations become increasingly strong. Although the concept of other business areas is very small, Good, but I'm afraid it will be difficult to have the ability to deliver results.

However, pure conceptual hype is still a rootless tree after all and cannot last long! "

Zhou Hui responded with a smile: "I agree with Mr. Qin's idea. I also think that in terms of the 'financial technology' line, there is a certain possibility of an expected explosion in the two main business areas mentioned by Mr. Qin. Others, let’s not say they have no investment potential, but they are definitely worse.”

"Okay!" Qin Qiuyue said, "Since you agree, let's make a preliminary plan and draw up target stocks in this direction.

As for the ‘traditional finance’ sector.

Under the logic of 'bull market' expectations, we can make predictions based on past market historical performance. "

"Yes!" Zhou Hui nodded, "There shouldn't be much difference in the securities sector. We can have a balanced layout according to the size of the securities companies. As for banks and insurance, in terms of the position weight of the entire layout, I think... it's OK Slightly lower than the brokerage sector’s weight.”

As the vanguard of the ‘bull market’.

Historically, in the field of "big finance", the flexibility of the "brokerage" sector has been higher than that of banks and insurance.

Therefore, when it comes to the selection of position weights during layout, the ‘brokerage firms’ mentioned by Zhou Hui are given priority, followed by banks and insurance companies. It can be said that there is no problem at all.

Qin Qiuyue thought for a while and said: "President Su also mentioned that when we lay out the main line of 'traditional finance', we must pay strong attention to the concept of 'reform and reorganization of central and state-owned enterprises' in this main line field." Core financial stocks mean that such stocks can be focused on holding positions as core weight stocks.”

"Financial stocks with the concept of 'reform and reorganization of central and state-owned enterprises'?" Zhou Hui thought for a while, "You can only find them in the securities and insurance sectors. At the same time, stocks of securities companies with the concept of restructuring should still be higher than similar stocks. Flexible.”

Thinking about it, she listed a few based on her memory, and all of them were recognized by Qin Qiuyue.

The two continued to discuss for a while, and first decided on the general investment direction of the fund's shift to 'big finance'. Then, based on the two conditions mentioned by Su Yu, they listed an initial list of about 20 target stocks to be opened, and then We plan to wait until the market trading hours are over and the market closes completely before discussing further.

Today's market trend, despite the changes in 'big finance', is slightly stronger than the index performance.

But it did not siphon the market as crazy as 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' Funds, get out of the explosive mode of emotional boiling.

Therefore, they were not in a hurry and thought about chasing the highs quickly.

Just as they were carefully discussing the subsequent investment plan, they planned to shift all the incremental funds to the direction of ‘big finance’ for layout after the fund scale exploded.

The market trading time came to 3 o'clock in the afternoon.

The two markets froze, and the Shanghai Composite Index closed directly at the highest point of the day, at 2532.78 points, up 1.78%. The daily turnover of the Shanghai Composite Index alone reached 142.249 billion, compared with yesterday, the volume was close to 40 billion, while the Shenzhen Composite Index and the ChiNext Index rose by 1.23% and 1.19% respectively, which was also a large increase compared with yesterday.

And the total turnover of the entire market, the two markets, reached 297.233 billion, approaching 300 billion.

While the market was exploding.

All industry sectors in the two cities closed in the red.

Among them, the steel, real estate, and military industry sectors rose by more than 3%, and the internal sectors even set off a pattern of daily limit.

In terms of concept sectors, market funds are still developing around 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", and the market has penetrated into the fields of "Shanghai Free Trade Zone" and "China-Korea Free Trade Zone".

In the ranking of large capital net inflows.

Real estate and securities ranked first and second, with large capital net inflows exceeding 3 billion.

Of course, in addition to these traditional main line areas, today's "Internet Finance" also hit a climax again, and the entire concept sector has more than 7 stocks hitting the daily limit.

Faced with such a closing situation.

Facing the entire market, there are nearly 2,000 stocks involved in the transaction, and only 200 stocks closed down, with extreme money-making effects.

The entire domestic financial circle, whether it is the investor group inside or outside the market, is extremely excited, and the excitement and ecstasy in their hearts are undoubtedly expressed.

On the Internet, major stock investment exchange forums.

The explosive number of topics and the countless profitable accounts posted are like a raging fire, burning in the hearts of many investors who are still hesitant to enter the market, or who are in the market and have missed the market, making them both envious and jealous!

Among them, in this extremely explosive emotional performance.

When the Shanghai Composite Index broke through 2,500 points, the market's intraday turnover hit a new annual high, and the index point also hit a new annual high.

The market's asset management institutions, securities institutions, financial media...

also shouted the voice of "bull market", cooperating with the regulatory authorities, further attracting potential investors from the off-site to enter the market at an accelerated pace.