Chapter 697 The Choice of Opportunity!

The last bull market in the market was too far away.

When the last bull market broke out, he had just entered college and had no real experience, so he did not understand the crazy market bullish sentiment under the K-line, and the countless stock riots under the market evolution. Even though he imagined it in the later review, it was far from being as strong as this time when the market broke through 3,000 points and entered the bull market stage, and he did not feel as excited as he does now.

"The Shanghai Composite Index is at 3,300 points. There shouldn't be much pressure now." Before Su Yu spoke, Zhao Lijun, who was beside Wang Can, took over and said, "Even if we can't break through 3,300 points today, we will definitely be able to break through tomorrow and the day after tomorrow. Now, the market's 'bull market' pattern should have been recognized by the vast majority of investors in and outside the market after two consecutive days of strong rebound.

Since the bull market pattern has been completely formed.

Then, whether it is the profit-taking chips and unwinding chips in the market, or the incremental funds in the off-market, they should be more inclined to the long direction.

That is, the profit-taking chips and unwinding chips that have not been cleared should not be sold as before.

And the potential long funds that hesitated in the off-market before should not hesitate anymore, and will continue to pour in rapidly. Come in and grab the high-quality chips in the market as soon as possible.

That is to say, inside and outside the market, under this counter-attack trend.

The long and short forces will inevitably change again, the short forces will further decay rapidly, and the long forces will increase rapidly.

Therefore, the 3300-point barrier.

Under the market development situation, the Shanghai Composite Index will definitely not be stopped.

In fact, what is important at present is no longer the development of the index, but the two core themes of "infrastructure" and "military industry", as well as the related "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Central Enterprises and State-owned Enterprises Reform and Restructuring" and the development of the core themes of the "big finance" main line, as well as the subsequent expected changes, are the most important.

If the two major "infrastructure" and "military industry" The core themes, as well as the previous popular themes such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", have indeed been adjusted and entered a new upward cycle.

Then, in conjunction with the strong expectations and continuous short squeeze trend of the core theme of "Big Finance".

I feel the target of the Shanghai Stock Exchange Index.

In the short term, it can be seen as high as 3,500 points.

At least the two core themes go hand in hand, continuously expanding the market's money-making effect, and the volume performance, and even the potential long-term capital group in the off-site market, should have a big change. I feel that the market volume of more than 700 billion will not be a stage-by-stage volume high point.

The volume of the two cities still has the potential to continue to rise, or even rise sharply.

Of course, if these popular themes in the early stage , unable to form mutual linkage with the main line of 'big finance', if they are involved with each other... it will distract the attention and concentration of the core main funds and short-term active funds in the market, which is not conducive to the overall market trend. "

"The two previous core main lines of 'infrastructure' and 'military industry', as well as the related core concept themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Central Enterprises and State-owned Enterprises Reform and Restructuring' should have completed the adjustment and re-entered a new upward cycle, right? "After Zhao Lijun's analysis, Liu Yuan, who pondered for a moment, also responded at this time, "and the market volume of more than 700 billion is completely able to support the market's multiple main lines to move forward in parallel. I feel that the short-term target of the Shanghai Stock Exchange Index can be further moved up to the 3,500-point line. "

"From a technical point of view, and the corresponding macroeconomic policy news stimulus judgment, the previous hot main lines of 'infrastructure' and 'military industry' should have bottomed out in the short term. "Zhu Tianyang beside Liu Yuan thought for a moment and said in a deep voice, "After the plunge the day before yesterday, the floating chips in these core mainline areas and the locked-in chips that were bought at high positions in the previous period have basically been cleared. Most of the chips that should be thrown were thrown when the market plunged the day before yesterday.

Then, after the sharp rebound in the past two days.

The newly added main capital group has basically completed the exchange of chips in this interval.

Add to that the positive macroeconomic policy news, the market money-making effect brought by the main line of "big finance", and the "bull market pattern" that has been recognized by the vast majority of investors in and outside the market.

In the short term, the main lines of "infrastructure", "military industry", and the main lines of several related concepts and themes such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", and their corresponding industry sectors and core component stocks of concept sectors, have no reason to fall and adjust again.

It's just that the strength and weakness differentiation within the main line area...

This should always exist.

However, the internal differentiation of this main line field should not have much impact on the overall market situation and the overall profit effect.

Looking at the core line of "big finance", since the expectations and pattern of the "bull market" have been recognized by the vast majority of investors inside and outside the market, and the market volume performance, the scale performance of the margin trading balance, and the accelerated progress of IPOs... These are all good news for the main line of "big finance", especially for the securities sector and the Internet finance sector!

There are multiple positive supports that can be foreseen in the future.

The market certainty of the ‘big finance’ line is obviously even less problematic.

Since there are no problems with the future expectations of these core main lines, and the basic conditions for continued upward breakthroughs are still in place.

In essence, the market has only one way to go, which is to continue to rise. ”

“At this time, there is no need to analyze too much about the overall market performance and index performance.” When Zhu Tianyang said this, Zhang Guobing, who had been silent, took over and said with a smile, “Since the market has entered the ‘bull market’ pattern, then we don’t need to analyze too many index trends. As long as the overall trend of the market is upward, and the important support lines and favorable expectations in the direction of macroeconomic policies are still there, then we should focus less on the index and more on individual stocks.

In the current situation.

It can be seen from the strong rebound of the market in the past two days.

The market is the strongest, or has a continuous strengthening trend, and the core main lines that can comprehensively outperform the market are mainly the fields of ‘infrastructure’, ‘military industry’, ‘big finance’, ‘technological growth’, and ‘big consumption’.

Needless to say, we have fully discussed the basic investment logic of each main line before.

The key is how the core branches related to our holdings in each main line will go next. This is what we should pay most attention to.

At present, in these core main lines.

The strongest branch areas are mainly "military asset restructuring", "high-speed rail", "securities", "Internet finance", "film and television media", and "domestic automobiles".

We currently have huge holdings in the core branch areas of "high-speed rail", "securities", and "Internet finance".

I'm thinking...

Since these major branches have come out in the market, and the market has shown a clear sense of hierarchy.

Then, should we continue to diversify our positions and adjust the holding structure of the main funds a little bit? "

Zhang Guobing said here, his eyes moved away from the trading disks of the two cities, and instantly turned to Su Yu, asking: "Mr. Su, what do you think? "

Su Yu smiled lightly, did not answer, turned to look at Li Meng on the side, and asked: "What do you think, Mr. Li?"

Li Meng thought for a moment and said: "It's not impossible, but judging from the market conditions in the past two days, it is obvious that the 'Securities' and 'Internet Finance' sectors are still stronger, and the subsequent expectations of these two sectors are indeed still continuing to strengthen.

For example, the opening of the 'Shanghai-Hong Kong Stock Connect' on November 17.

There are also subsequent performance forecasts, as well as the central bank's interest rate cuts, reserve requirement ratio cuts, and financial reform and restructuring news.

None of them have been fulfilled yet.

Since the expectations have not yet been fulfilled, it means that there is still huge room for speculation in its stock price.

Since we have seized the opportunity in these two major sectors before and have obtained a large number of high-quality component stock chips, there is no way to sell at this time.

After all, no matter what, this is not a selling point.

So, my suggestion is that since we have deeply involved in the main line of 'big finance' and have a strong holding cost advantage.

Then there is no need to toss it.

Since there is no problem with the market situation, and there are no problems with the expectations and emotional performance of the "big finance" direction, the intensity of speculation, etc., then continue to hold the chips and let the profits continue to run.

As for the opportunities in the direction of "film and television media" and "domestic automobiles" mentioned by Guo Bing just now.

Use our remaining funds to increase our positions appropriately and get the admission ticket first. When the bottom position is established, the subsequent market has a more obvious main line market switch and a clearer main line market differentiation pattern, and then adjust the position layout and adjust the position structure in time. "

"This... is not impossible." Zhang Guobing responded.

Su Yu smiled and continued to look around at the core traders who were discussing fiercely, and said: "Under the pattern of the 'bull market', the prosperous scene of the market is very easy to get lost. It's the same sentence... We must see the essence through the phenomenon. In the market, which main line is strong, which main line has a large short-term market space and flexibility, and we can't just focus on the market and the current buying funds group follow-up.

We still have to focus on following the expected changes in the market.

There is no doubt that today, although the two main lines of "infrastructure" and "military industry", as well as the industry sectors and concept sectors closely related to the main lines of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" have led the market.

However, this is due to strong positive stimulation.

It cannot be simply regarded as the spontaneous behavior of the main capital groups of all parties in the market. The intensity and sustainability of the market are questionable.

On the other hand, the core weighted sectors in the field of "big finance" main line.

In the absence of obvious positive news stimulation, its market trend and the increase in the corresponding sector index can still strongly outperform the market index at a sustained short-term high.

Then, this shows that this main line is still the area where the main capital groups in the market follow the trend and increase their positions with the highest intensity.

In this case, there is no reason to reduce the holdings of this core main line.

Of course, other main lines and branches with explosive potential and huge expected changes are also worth noting, but... when the amount of funds in our hands cannot take care of multiple market conditions, we still have to take care of the bowl of rice in our hands and finish it first, otherwise it is very likely that we will be "monkeys moving corn" and not take care of either end.

It is said that one person cannot sit on two chairs at the same time.

As market traders, it is the same when the amount of funds in our hands cannot take care of multiple main market conditions. "

"I understand!" Zhang Guobing nodded after listening to Su Yu's words, and then said, "Mr. Su, then we... still stick to the previous trading strategy and continue to increase the position of stocks in the direction of "high-speed rail concept"? "

Su Yu nodded slightly and said without hesitation: "Continue, since the expectation of the "bull market" is still increasing, and the main buying funds of all parties are still following up quickly, there is no reason not to continue to increase the position. Since the index has formed a reverse package and the new short squeeze situation has been formed, then according to the original trading strategy, directly fill the fund's position! "

He knew that after this period of time, the positions have continued to increase.

The remaining liquidity funds and remaining positions of the main funds of the 'Yuhang system' are not much.

At this time, if we continue to increase our positions and grab shares, even if the cost of buying them temporarily is much higher than before, the impact on the overall holding cost is basically negligible.

"Okay! "As Su Yu finished speaking, a group of core traders in the trading room responded one after another.

Then, everyone's eyes were focused on the two markets again.

At the same time, the corresponding buy orders were also conveyed to the traders from the fund managers and trading team leaders.

After that, there were tens of millions and hundreds of millions of funds.

Continue to pour into the corresponding target stocks quickly with the sound of keyboards, and continue to rush to buy and raise the stock price.

In the continuous increase of the 'Yuhang system'.

At 1:22, the two stocks of 'China South Locomotive' and 'China North Locomotive' soared, and the stock price increase exceeded 6%. For a time, other investors who paid attention to these two stocks were full of countless fantasies about these two stocks.

At the same time, it was also the first time.

Everyone had the expectation that the two stocks would be merged and reorganized.