Chapter 615 The Gradual Outflow of Profitable Funds!
"What a strong market trend. Today, in the main field of 'big infrastructure', a number of industry sectors and concept sector indexes have closed at new highs again."
Among the majority of retail investors, some people sighed.
"Fushun Special Steel has almost tripled its space, Chengfei Technology has almost tripled its space, Huaguo Zhongye has risen by more than 150% in a quarter, and China Airlines High-Tech and Aerospace Development have continued to rise for 15 consecutive days after the resumption of trading. There are also Beijiang Communications Construction, Shanghai Construction Engineering, Hongdu Aviation... The big monster stocks in the main field of 'big infrastructure' in this market have basically risen by more than 300% in this round. Hehe, this round of market rebound with the main line of 'big infrastructure' as the core... The trend is really explosive!"
"Can this be called a rebound? It's enough to be called a reversal, right?"
"After the Shanghai Composite Index broke through the shackles of 2,500 points, it was already a reversal trend in the market."
"Why do I feel that the bull market... is really coming!"
"Whether it is a rebound or a reversal, anyway, this round relies on the main line of 'big infrastructure' to make a market, everyone will You must have made a lot of money, right? "
"Just barely, the account profit doubled in one quarter."
"I caught the big monster stock 'Chengfei Technology', and the account barely doubled, which can be regarded as making up for the losses of last year and the year before."
"I only hold Huaguo Construction and Huaguo Baosteel. The account profit is not as good as yours, but I have also gained more than 50% profit."
"I hold real estate-related on-site funds, and the increase in one quarter is also more than 30%. "
"Fuck, you are all so strong, my account has just turned from loss to profit, hey... I have been holding stocks in the main line of 'Technology Growth' before, wasting a lot of market time, and now I have changed my position and switched to the main line of 'Big Infrastructure', and I have just made about 10%. "
"I hold Huaxin Securities, and I feel that I have completely missed the market. "
"In recent months, Huaxin Securities has only rebounded by 5%, and it has indeed not kept up with the overall market index. Of course... it has not kept up with the index growth of various sectors and concept sectors in the main field of "big infrastructure."
"This year's market is actually very easy to do. After all, the main line does not switch frequently. As long as you rely on the main line of "big infrastructure", you can make some money."
"Hey, I have summarized it in recent months. In a word, don't be stubborn with the market."
"Yes, the weak main line sector, the stocks that are not paid attention to by the main funds, the more you expect it, the less it will rise, or the more it falls, the weaker it is, and the stronger the loss effect."
"Fuck, it's really true. I had already bought LeTV after that big drop. It had fallen to the bottom, but I didn't expect that after holding it for so long, not only did I not make money, but I also lost money in the market index. Counting wave after wave of new highs, continuous losses, oh... Damn, holding such stocks is really torture. Fortunately, today, I realized my cognitive error and finally cut my position. After cutting my position, I feel relieved. "
"It is right to cut the position. There is really no need to hold junk stocks like "LeTV." "
"Stocks that continue to lose money cannot be held."
"Yes, the more painful it is to cut your losses, the deeper you will be trapped, and finally, you can't cut them off."
"The key is that after being trapped too deeply, holding stocks will affect your mood too much. It is simply torture."
"Indeed, so... you still have to do it in the market. There is a continuous main line market. Only with a continuous main line market, you can't be trapped. Even if you buy at a higher position and are temporarily trapped, you will be untied quickly as the market trading time goes by. ”
“Haha, this is the truth. I bought Huaguo Zhongye at a relatively high price before, and I was worried that I would be trapped at the peak again. I didn’t expect that I would not only get out of the trap quickly, but also make a lot of money recently. It has become my most profitable stock in the past few months. ”
“Yes, yes, stay away from the areas where it is easy to lose money in the market, and stay close to the areas where it is easy to make money in the market. ”
“Only the main line areas where it is easy to make money can make money relatively easily. In the areas where it is easy to lose money, if you want to make money, the difficulty is very high. We small investors are ordinary people. We don’t have the information channel advantages of institutions, nor the capital volume advantages of the big speculators. So naturally we have to follow the market trend. I don’t have high requirements. As long as I can outperform the market index, it is enough for me. ”
“Haha, the same understanding. ”
“This round, the main line of the ‘big infrastructure’ has developed to the current level. Mr. Su of the ‘Yuhang system’ is really making a lot of money! ”
“Of course, with tens of billions of holdings, the profits earned must be tens of billions.”
“The money earned by the fund cannot be completely attributed to Mr. Su, right?”
“I heard that several main fund products of the ‘Yuhang system’ have very high excess profit sharing. Although it cannot be completely attributed to Mr. Su, Mr. Su definitely made a lot of money.”
“The ‘big infrastructure’ line was originally pulled out by Mr. Su, so he must have made a lot of money.”
“But the big guys make so much money, but it actually has nothing to do with us.”
“It really has nothing to do with us, but the holdings of the ‘Yuhang system’ and the direction of the heavy positions have a lot to do with us, and at the same time, it has a lot to do with the overall market trend.”
“That’s right. It can be said that the investment sentiment of the entire market is basically tied to the main market funds of the ‘Yuhang system’.”
“Hey, the Dragon and Tiger list is out, let’s take a look at the Dragon and Tiger list!”
"Damn it, institutional seats are still being bought like crazy."
"The major stocks on the list are still clustered in the main direction of 'big infrastructure', and there are still many active hot money groups."
"Judging from today's Dragon and Tiger List data, there is still no need to worry about the core main line of the market, 'big infrastructure'. Just hold shares with confidence."
"Indeed, it is obvious that the main line of the market, 'big infrastructure', can continue to rise."
"Tomorrow we will continue to increase our positions on the main line of 'big infrastructure' and continue to increase our positions on the main line of 'military industry'. I feel that this round... the Shanghai Stock Exchange Index will definitely reach the 3,000-point mark."
"Let's see, the Shanghai Stock Exchange Index should hit the 3,000-point mark this week."
"In addition to today's Dragon and Tiger ranking data, today's market financing data is also growing, and the financing balance has increased by nearly 5 billion."
"What does this mean? It means that there are funds outside the market, or crazy entry."
"It shows that the bullish sentiment in the market is still growing. Everyone is firmly optimistic about the market outlook and is taking positions."
"Not only the financing balance is rising, but also the positions of many major fund products within the fund industry and various institutional groups should also be showing a continued upward trend."
"Nonsense, do you need to say this? There are 6 institutions disclosed on the Dragon and Tiger List!"
"In short, the market's positive outlook continues, and whether it is the index or the core line of 'big infrastructure', it will definitely still rise."
"There is no other way for the market except to continue to rise."
"Watch it, the Shanghai Index breaks upward, and it will break through 3,000 points."
"It feels like the bull market has arrived. At this time... holding the chips in hand and being firm and unwavering is the most correct thing to do."
"Yes, yes, let the market fluctuate, and you must not lose your chips."
"We must learn from Mr. Su's pattern. In this round of the 'Yu Hang Group', since the main market line of 'big infrastructure' was established, it has really not moved at all."
"We must learn from Mr. Su's pattern!"
"Damn it, the financing balance in the market has risen too fast, no way... I have to raise money tomorrow."
"Also, the trading volume of the two cities has exploded very fast. It is now close to 400 billion. I wonder what the trading volume of the two cities will be after the Shanghai Stock Exchange Index breaks through 3,000 points?"
"I'm afraid it will reach the 500 billion level, right? Haha... This energy level is already a bull market, right?"
In the midst of extremely excited discussions.
Everyone is showing off their account profits, and everything they look at is good for the market, and all they think about is the strong bullish sentiment of stocks hitting their daily limit.
In the evening, external market trends suddenly poured cold water on such market sentiment.
In terms of external market trends, U.S. stocks fell by more than 3% that night. A huge negative line directly swallowed up almost half a month of gains in the previous period.
So, the next morning.
Market investment sentiment has obviously cooled down.
Of course, in recent months, when the Shanghai Stock Index has made continuous breakthroughs and the market has been booming in making money, the actual trend of the Shanghai Stock Index has not closely followed that of the U.S. stock market. This has also led to the fact that at this moment, although the mood has cooled down, most investors In my heart, I still feel that the Shanghai Stock Index, and even the entire market, can continue to get rid of the influence of US stocks and embark on an independent upward trend and sustained breakthrough trend. Therefore, there are not many investors who are really worried about market trends and want to reduce their positions to avoid risks.
At 9:15, the collective bidding in the two cities began.
As expected by most investors, at the beginning of the call auction.
The Shanghai Stock Index, and even the entire market, has not been greatly affected by the trend of US stocks. Whether it is the core industry sectors in the main line of 'big infrastructure', the concept sector, or other core main line-related sectors in the market, it still maintains The trend of opening slightly higher, and corresponding to the market's popular leading concept stocks, the premium effect is also more obvious.
At 9:25, the collective bidding in the two cities ended.
The Shanghai Stock Exchange Index still opened slightly higher by 0.19%, while the other Shenzhen Stock Exchange Index and ChiNext Index maintained a flat opening trend and were not affected by the sharp decline in U.S. stocks at all.
Such an opening situation in the market has caused some weakening investment sentiment both inside and outside the market.
Instantly it rose again.
Everyone feels that A-shares have finally stood up.
Everyone feels that the pattern of A-shares leading the global stock market has finally been born.
At the same time, many people believe that the market trend that started in June in the second half of the year is no longer a rebound, but a reversal.
Everyone feels that the Shanghai Stock Index has the ability and strength to fully impact the 3,000-point mark at this position.
Everyone feels that the market with "big infrastructure" as its core theme can continue to make breakthroughs and further expand the money-making effect with the continuous incremental funding.
However, this extremely high, relatively consistent long sentiment and bullish outlook.
After the market enters the formal continuous bidding transaction stage.
When taking 'Huaguo Construction', 'Huaguo Railway Construction', 'Huaguo Communications Construction', 'Huaguo MCC', 'Huaguo Baosteel', 'Gemdale Group'... and other 'big infrastructure' core weight stocks , as well as a number of popular concept leading stocks such as 'Chengfei Technology', 'Fushun Special Steel', 'China Airlines High-Tech', 'Aviation Power', 'Aerospace Development'... etc., when strong selling broke out.
Market trends, however, began to deviate seriously from sentiment.
At 10 o'clock in the morning, the entire "big infrastructure" main line was fully adjusted.
A number of popular core concept leading stocks and core weight component stocks have exploded in volume, and the stock price has quickly fallen and adjusted under the pressure of huge selling.
At the same time...
In the main line of "big infrastructure", some marginal concept stocks that were previously riding on the hot spots and heat and whose concepts were not so pure.
At this moment, they have experienced extreme flash crashes in volume.
"Is this... the entire 'big infrastructure' main line chips starting to loosen?"
At around 10:20 am, in the Shenzhen Stock Exchange, in the main fund trading room of Xinniu Fund Company, Mou Zhengxing stared at the rapidly changing market of the two markets, and saw that the corresponding weighted stocks and concept leading stocks in the 'big infrastructure' main line area had fallen rapidly, and the trend did not quickly recover. He was slightly surprised and said: "Looking at this trend pattern, it should be that the huge amount of profit-taking plates accumulated in the 'big infrastructure' main line have begun to reduce positions and stop profits, and smash the market to ship out, right?"
Standing next to Mou Zhengxing, Fang Xinsheng, who was also closely watching the market trend, nodded slightly and responded: "It should be that the profit-taking plates have begun to take profits and stop profits. , as expected... there are many smart main funds in the market! Regarding the expected emotional changes of the core theme of "big infrastructure", many funds can still detect it.
But I didn't expect that the first shot of the profit-taking funds to sell at a loss, the reason for the outbreak of short-term risks in the market.
It turned out to be a sharp drop from the periphery.
Alas, although the main line of "big infrastructure" has reached its current position and needs to be adjusted and oscillated to clean up the excessively deposited profit plates, these profit-taking funds are still somewhat unhappy to be led by the nose by the peripheral market at this time! "
The Shanghai Composite Index finally got rid of the influence of the peripheral market and has taken an independent trend in recent months.
Now, if it is coerced by the main funds and follows the peripheral market, wouldn't it restrict the market's upward space and prolong the adjustment time at this stage?
Fang Xinsheng despised the main funds that smashed the market at this time.
However, contempt is contempt.
Under the result that these main funds have already triggered the market, causing the internal chip structure of the entire "big infrastructure" main line to begin to loosen.
He still has to follow the changes and trends of the market to operate.
As the saying goes, at any time, you can't go against the market trend.
Since the internal chip structure of the "big infrastructure" main line has begun to loosen, the deposited profit-taking funds have surged out, and the incremental funds gathered in this direction inside and outside the market have obviously begun to be unable to bear the market, then the correct operation strategy is to follow the market and take profits and stop the main funds holding the "big infrastructure" main line chips!