Chapter 616 Market Choices of Various Institutions!

"Yes, indeed." Mou Zhengxing responded, and then said, "But since the market trend has begun to change, then all we can do is follow it, right?"

Fang Xinsheng nodded and said, "Well, at the same time, in the process of reducing positions and stopping profits in the 'Manniu No. 1' fund, it is time to gradually lay out the core market line of 'big finance'. The market line of 'big infrastructure' has entered the adjustment stage, and the market will inevitably switch between high and low."

"Okay!" Mou Zhengxing responded.

Then, he immediately ordered the two groups of traders in the main fund trading room to quickly adjust their positions according to the investment strategy mentioned by Fang Xinsheng.

And when Xinniu Fund Company began to change its investment strategy and sell off its 'big infrastructure' holdings.

When following up on the increase in the main line stocks of 'big finance'.

Many other large institutional groups in the industry, as well as the retail investors who had previously envied the hot money-making effect of the main line of "big infrastructure" and had not found a suitable opportunity to intervene, now saw the obvious correction of the core stocks of the main line of "big infrastructure", not only did not fear or feel the coming of risks.

Instead, they showed excitement and excitement, and continued to invest funds to buy the bottom of the core concept stocks of the main line of "big infrastructure" that were in the correction.

Among them, especially in the main line of "big infrastructure", the positions were obviously insufficient.

The reaction was not so sharp.

In this consecutive quarter, the main institutional groups that missed the outbreak of the main line of "big infrastructure" and some institutional groups that issued new fund products and also did not find a suitable opportunity to build positions and intervene, now continue to increase their positions. The motivation is very strong.

Of course, when the main line of "big infrastructure" has obvious selling pressure, the market trend is in a correction.

The reason why everyone can still take on this aggressively and most market participants and investors do not realize that this main line has a huge risk of callback is because the line of "big infrastructure" has formed the market's expectation consistency in the continuous rise for a consecutive quarter.

Everyone has formed the inertial thinking that the main line of "big infrastructure" will continue to rise, and the market's money-making effect will continue to converge on this main line.

"Boss, I feel that today's market of the main line of 'big infrastructure' is a little abnormal compared to usual!"

In the entire 'big infrastructure' main line, the corresponding concept sectors, industry sectors, and their core stocks continued to explode, and the stock prices fell back one after another. At around 10 o'clock in the morning, in the main fund trading room of Yihe Capital Company in Yanjing, Gao Xiang, the head of the fund trading team who had been continuously increasing his positions in the main line of 'big infrastructure', frowned and turned his eyes to the fund manager Chen Yihe, saying: "Several stocks that our fund has continued to increase its positions have increased a lot in today's market performance. It feels that due to the sharp drop in the external market, the profit funds gathered on these stocks have begun to flee and retreat."

"It doesn't matter." Chen Yihe said, "Now the A-share index and the market are no longer following the US stock market. At the same time, the 'big infrastructure' The basic investment logic of the line has not changed. Not only has it not changed, but it is also continuing to strengthen. At the same time, the market volume and the financing balance of the two cities are also continuing to grow.

This gives the "big infrastructure" line a very strong fund-bearing power.

As long as the incremental funds pouring into the market continue to converge on the "big infrastructure" main line, as long as the market volume can be maintained at more than 350 billion, then there is nothing to worry about the "big infrastructure" investment main line. In fact, according to the trend of the previous period, it has been proved.

'Big infrastructure' is the core main line of the market.

When the basic investment logic is still there and expectations are still strong.

All callback opportunities can be regarded as opportunities to increase positions and increase positions. This has been verified more than once in the previous market trends. "

"What does the boss mean... do we continue to increase positions?" Gao Xiang asked with some surprise.

Chen Yihe nodded with a smile and said, "Of course we have to continue to increase our positions. The market's expectations for a 'bull market' are getting stronger and stronger. In the current market, can we find a more certain investment main line than the 'big infrastructure' line? Since there is no such line... then why not continue to increase our positions and go long?

As long as the expectations for the 'bull market' are becoming stronger and stronger.

As long as the hot money-making effect of the 'big infrastructure' line is still there, then even if this line enters a short-term adjustment, it will soon return to the rising channel and quickly recover today's intraday decline.

In short, no matter from which aspect we analyze it, the right thing to do at this time is to continue to increase our positions, rather than wait and see and waste this opportunity, let alone reduce our positions in fear.

In fact, at this position of the Shanghai Composite Index, the two markets have such a high amount of active funds.

There is nothing to be afraid of."

"Okay!" Trading team leader Gao Xiang thought for a while and said, "Since the boss thinks there is no problem, then continue to execute according to our previous trading strategy."

After that, Gao Xiang continued to persuade traders to increase their positions and buy in the 'big infrastructure' main line area.

Especially for new fund products that have just completed fundraising, taking advantage of the market's external trend, there is another big divergence, and they bought the core chips of the main line of "big infrastructure" at a low point in the intraday, and quickly increased the holding level of new fund products.

Similarly, at this moment in Shanghai, inside Yinghui Fund Company.

In the trading room of "Yinghui No. 1 Fund Product" and "Yinghui No. 2 Fund Product".

After careful observation of the market, two fund managers, Liu Guanhai and Shao Xiaoyun, discovered that within the main investment line of 'big infrastructure', although there was an increase in selling orders due to the influence of external market trends, the capacity to take over was still strong, and there was a lot of activity in the market. Funding groups are still converging on this main line.

Therefore, after weighing for a long time, we still made the decision to continue to increase our positions and take on chips.

Continue to add positions to the main line trading strategy of "big infrastructure".

Of course, companies like Yuhang Minghui Capital Co., Ltd., Yuhang Jingda Investment Co., Ltd., Yuhang Ruiyin Public Fund Co., Ltd., etc. have already followed the main fund products of the "Yuhang Series" to carry out position adjustment operations, and have been on the main line of "big infrastructure" early on. In the field, there are institutional groups that have accumulated heavy positions and gained a lot of profits.

Fund product managers from various institutions...

After discovering that the entire main line of 'big infrastructure' was affected by the sharp drop in the external market, the market exploded in volume, and the stock price fell rapidly after a correction. After weighing it for a long time, seeing the selling pressure on many core stocks increase greatly, I did not think about reducing my position. Take profit and gradually exit the position.

After all, in the hearts of institutional fund product managers.

It is easy to sell chips on the main line of "big infrastructure", but it is quite difficult to buy them back at a low price, or at the original price.

This was also in the most recent quarter.

In the market trend, many previously held the main line chips of "big infrastructure".

Often they are smart and think about taking more profits from switching the main line of the market. If they get off the bus early, they will not be able to get back the chips later. Only the main institutions that continue to chase high and buy, as well as the majority of retail investors, will continue to break through the main line of 'big infrastructure'. , the reason for repeated complaints.

So-called, in the financial trading market.

It is easier to grasp the buying point than the selling point for this reason.

Many people have enjoyed the continuous rise and breakthrough of the main line of 'big infrastructure' in the recent quarter and reaped the profits. At the same time, they also saw a lot of chips lost in the middle. In the end, they had to chase the rise at a high level and continued to buy the lost chips at high prices. After returning, institutions and retail investors who have to continue to rely on the main line of "big infrastructure" for trading will subconsciously rely on their previous operational cognition.

Even if I feel that the internal bargaining chips in the 'big infrastructure' line may have been loosened.

Maybe a lot of funds that were locked up before have begun to gradually reduce their positions and take profits.

However, we will not easily reduce or even clear positions, change trading strategies, and lose the investment initiative on the main line of "big infrastructure".

And under this kind of cognitive collection of some people increasing their positions, some reducing their positions, and some holding their positions unchanged...

As market trading hours pass.

In the market after 10 o'clock in the morning, the "big infrastructure" line gradually turned into a resistive decline after experiencing extreme intraday selling.

Even at 11:30, when the two cities closed at noon.

Many core stocks in the main line of "big infrastructure" have rebounded a lot from the sharp early trading bottom, and there are strong signs of reversing the intraday trend.

Of course, within the main line of ‘big infrastructure’.

The relative concept is not that pure, and some concept stocks are hard to attract hot spots.

After falling, the rebound is not that fast.

"Boss, I feel like the 'big infrastructure' line doesn't seem to be going down very much!" After the market closed at noon, in the main fund trading room of 'Yuhang Investment Company', Wang Can thought for a while after a brief review, and turned to Su Yu said, "For many core stocks, after a sharp sell-off, the market reception has become stronger than in the early trading. I guess... as long as there is no new bad news on the market at noon, the market will be stronger in the afternoon." After the market opens, there is a high probability that many stocks will recover their sharp losses in early trading.”

Su Yu nodded slightly and said with a smile: "The main line of the market, 'big infrastructure', has been rising since its launch at the end of June. It has not undergone any decent adjustments, and due to its huge and continuous profit-making effect, it is quite consistent. market expectations.

As a result, on this line, there are a lot of intention funds to grab funds at low prices, or to intervene in callbacks to increase positions.

In addition, the Shanghai Stock Index has initially got rid of the influence of external market trends. Under the strong leadership of the main line of "big infrastructure", it has a relatively independent trend.

in this way……

At this moment, the internal investment logic has not changed, and the basic investment logic and investment expectations of the "big infrastructure" main line are still continuing to strengthen. The expectations and sentiments of the investor groups on and off the market for this big main line are still extremely high and exciting. occasion.

The temporary squeeze of some profit taking cannot suppress the market of this major main line in an instant.

But it cannot be denied that the internal chip structure of the main line of "big infrastructure" has begun to loosen and loosen due to the impact of last night's external market and today's market trends.

As long as the main line of "big infrastructure" is within the main line, the main funds will continue to lose.

Regardless of the amount lost.

Then, it is enough to show that the internal chip structure of this main line is changing, and it is enough to show that this... is a profit-taking selling point in the short and medium term. "

"Well!" After hearing Su Yu's words, Li Mengmeng thought for a moment and took over the words, "'Big infrastructure' is the core main line of the market. Such a large volume has accumulated and accumulated in the past few months. With so much market capital, even if the chips are loose and adjustments are made, it should be a step-by-step process.

In this process...

The main line performance of the market and the market performance at this stage should be relatively chaotic, and the switching speed should be very fast, right? "

Su Yu smiled and nodded, and responded: "Yes, when the main line of 'big infrastructure' can no longer open up the upward space of Zhongxin, and the internal continuous profit-making effect continues to weaken, the withdrawn funds will definitely find other places in the market. The main line area is used for trading.

However, the basic investment logic of the "big infrastructure" line has not been broken, and there has been no essential change in future investment expectations.

In this way, a lot of funds will definitely gather in this field.

This leads to the fact that even if the "big infrastructure" goes sideways, or is in the adjustment stage of sharp fluctuations, other main lines of the market want to gather popularity, emotions, and expected effects, and to create a sustained money-making effect, focusing on the "big infrastructure" It is not that easy to attract active funds on the main line of infrastructure construction.

all in all……

At this stage, the market should fluctuate sideways for a while.

At the same time, after the market's main line market conditions, expectations, and emotions are disrupted, it will take a lot of time and space to react in order to form a relatively consistent expected synergy on other main lines. "

"Then our plan to reduce positions on the main line of 'big infrastructure'..." Wang Can asked, "Does it need to be adjusted?"

Su Yu glanced at Wang Can, then at the trading team leaders, fund trading managers, and even the core traders in the trading room, and said loudly: "The main line of the market, which I call 'big infrastructure', has gone. According to the market analysis and judgment of the top of the short- and medium-term market, this top is not a certain stock price position, but a range position.

Just like what I just said.

The line of 'big infrastructure' is currently just an internal chip structure. Under the stimulation of external trends, many unbearable profit-taking orders on the market have begun to take profits, causing its internal chip structure to begin to loosen. However, this does not mean that 'Big infrastructure; this line will enter the downward adjustment channel.

Maybe this big main line will continue to rise in the market outlook for a period of time.

Even after recouping today's losses, it hit a temporary new high in the market's stock price.

But this does not prevent us from judging that this main line has entered the short- to medium-term selling point range.

No matter whether the stock price rises or falls in the market outlook, our investment strategy and trading strategy for reducing positions remain unchanged. Of course... it is still what I told everyone before, be careful to avoid the data on the Dragon and Tiger List, and at the same time, when reducing positions and taking profits, Don't be too impatient. If you have a suitable opportunity, reduce it. If there is no suitable opportunity, wait a little longer.

Such a large core market main line.

Even if the chip structure is loose and there are signs of a change in the trend, the continued trend of the market cannot be reversed in a short period of time, or in an instant.

Therefore, we have enough time and many opportunities to complete our position reduction and profit taking plan.

And the position adjustment plan! "