Chapter 699 Missed Opportunity to Increase Holdings!
"The chief executive actually continued to increase his position in the stock 'Oriental Fortune' at a high level. It's awesome. The net purchase amount is close to 200 million. Moreover, not a single share of the chips he added to his position yesterday has been sold today."
Seeing the seats on ‘Jiefang South Road’, it once again appeared on the ‘Oriental Fortune’ list.
At this moment, many large hot money investors in Yuhang's main hot money group, where Su Yu was located, showed shocked expressions. At the same time, they secretly admired the courage of the chief helmsman.
After all, the current stock price of the check from 'Oriental Fortune' is indeed not low.
Moreover, it has not been rising recently.
On the market, there are a lot of short-term profit taking and arbitrage chips accumulated over the past few days. At this time, if we continue to chase positions at high levels, it is very likely that they will be buried in an instant.
"What does this mean? It shows that the big guys have nothing to fear from the current market trends."
"The big guys' views on the market situation should be unanimously turning to a bull market, right? Otherwise, the chief rudder would not continue to increase positions on a large scale at such a relatively high level, at least...the previous historical dragon and tiger list data "I haven't seen this kind of operation from the chief rudder in the past year or two."
"It must be a consistent shift to a 'bull market' view!"
"It seems that no matter how the market fluctuates, chips for the core high-quality stocks and leading stocks are still very scarce!"
"That's natural. Otherwise, would the recent trends of leading stocks such as Flush, Oriental Fortune, and Western Securities be so strong?"
"Today's 'Oriental Fortune' list has indeed exceeded expectations."
"'Western Securities' is not on the list today. I don't know if Leader Zhang is continuing to increase his position. I also don't know if Leader Zhang is selling in today's market trend."
"No need to guess, Leader Zhang definitely didn't sell out. The big guys still have this pattern."
"Mr. Su's 'Wealth Road' continues to be invisible today, and the check 'China Railway' is not on the list either. I don't know the specific purchase and sale of the main funds."
"I feel that after the amount of funds under Mr. Su's control has expanded, it seems that Mr. Su doesn't like doing small-cap stocks very much!"
"With the amount of funds currently under Mr. Su's control, small-cap stocks are no longer possible. After all, the liquidity of small-cap stocks is really limited and they cannot handle the amount of funds that Mr. Su has."
"Yes, for small-cap concept stocks, long tens of millions or hundreds of millions of funds will reach the position limit, and tens of millions or hundreds of millions of funds, it should be difficult for the fund products managed by Mr. Su to compare. The net value of fund products has changed significantly, so...it makes little sense to continue to participate in the speculation of small-cap stocks. "
"Although Mr. Su's 'Wealth Road' did not appear on the Dragon and Tiger List again today, according to Mr. Su's buying traces yesterday, the entire 'Yu Hang Department' funds must have transferred a lot of positions to 'Infrastructure',' The two main lines of military industry are.”
"Nothing wrong, the two main lines of 'infrastructure' and 'military industry' have gone up really well today!"
"The combination of good news and supplementary gains has completely become an area where all financial groups are following today's trend. However... I am still firmly optimistic about the securities and Internet financial sectors, which are the real core market driving forces in the market."
"With such a high market volume, there is actually no problem if several main lines are advanced in parallel."
"That's true!"
"The key is that the market's upward trend does not break and can be maintained, so no matter how the market changes, it should not be too bad."
“The Shanghai Index can obviously still go up!”
"Not only can it go up, but I estimate that this wave of continuous short-squeezing and rising trend from 2900 points has only just begun, and the follow-up space is huge. In this regard... Look at the two markets today On the Dragon and Tiger list, whether it is the main institutional capital group or the large hot money group, you will know that it is still in a net buying state. "
"Institutions and large hot money investors continue to make net purchases on the Dragon and Tiger List. This is indeed a bit shocking."
"Yes, the index did not rise much today, and it even fell sharply in late trading. As a result, the main financial groups continued to make net purchases. This result... is somewhat surprising."
"Hey, this shows that in the past few days, including today, the main selling force in the market is retail investors!"
"It also shows that in the reverse trend of the index fully recovering the previous day's decline, the overall chip structure of the market is actually continuing to be stable."
"Actually, this is normal. After all, there are many retail investors who have been trapped in the market for several years and suddenly get out of the trap. It is difficult not to sell."
"Yes, we all know that under the trend of human nature, retail investors can hold on to losing stocks, but it is often difficult to hold on to profitable stocks."
"Based on the data from the Dragon and Tiger List, there is a high probability that the Shanghai Stock Exchange Index will cross 3,300 points tomorrow, right?"
"That's for sure. The 3300 point will definitely be stepped on."
"In addition to the main lines of 'infrastructure' and 'military industry' that are performing strongly today, as well as the securities and Internet finance sectors in the 'big finance' field, there are also the film and television media in the main field of 'technological growth'...these core main lines,' The "new stocks" sector is also considered to be the strongest hot concept in the market. "
"Yes, on today's Dragon and Tiger list, it is obvious that the trading position of the stock 'Huake Dawn' is also worthy of note."
"The check for 'Huake Dawn' should be released in large quantities tomorrow, right?"
"It's hard to say. Today's market plunged rapidly in late trading. This stock is still firmly at the daily limit, and there is basically no increase in volume."
"This stock...the institution that intervened last week seems to have been quiet recently!"
"The investors who won the lottery all saw that this stock was a high-quality stock, and there were a lot of funds on the market to raise funds, so they naturally began to be reluctant to sell. Under such circumstances... the institution that grabbed the chips last week must be reluctant to part with it. If it’s sold, what else can happen?”
"Ever since the 'Blue Stone Heavy Equipment' check started the hype of 'sub-new stocks', in the past two months, the market of sub-new stocks has really exploded!"
"Yes, when it comes to the market trends in the past two months, the 'sub-new stocks' sub-line is really not inferior to the market prices of the two major sectors of 'securities' and 'internet finance', and monster stocks appear frequently!"
"The current market discussion of the check 'Huake Dawn' is so hot, is it destined to go crazy?"
"There is a high probability that he will become a monster!"
"This check will be worth 15 coins tomorrow. It's a moment of history for IPOs, so I'll join in to see if I can grab some chips."
"Actually, the fundamentals of the 'Huake Dawn' check are quite average."
"The fundamentals are quite average, but with the demonstration effect of 'Bluestone Reload', with institutions rushing to raise funds in advance, the stock's expectations have been completely raised. Now... in this stock On the market, there are many retail investors following the trend. Regardless of whether the check can be opened tomorrow or whether it can be increased in volume, at least after the check is officially opened, there will still be an emotional premium of at least 20% to 30%. "
"I agree, with the demonstration effect of 'Blue Stone Heavy Equipment', the market's expectation for the check of 'Huake Dawn' should be more than 20 boards. As for whether this stock can surpass 'Blue Stone Heavy Equipment' We have to wait and see again to create a new market history.”
"Not only the stocks of 'Blue Stone Heavy Equipment' and 'Huake Dawn', I think other near-end sub-new stocks can be actively placed and taken over at this time. Tomorrow... I plan to divide a part of the position. I’ll give it a try on the recent new stocks, and I feel that this branch will still shine at this end of the year.”
"I also think that the 'sub-new stocks' branch will not be bad at the end of the year. After all, when it comes to the most eye-catching sector and the most extreme money-making effect in the market, who can compare with the continuous listing of new stocks? If we talk about the new group of novice investors who have entered the market, based on my feeling, the sectors they pay attention to first are definitely the new stocks that are at the top of the gainer list every day. In the 'bull market' stage, the momentum is not heavy, but if you are paying attention, then There’s something going on!”
"The main reason is that the profit-making effect of the 20 or so consecutive board spaces of the previous 'Blue Stone Heavy Equipment' was too terrifying and the impact was too far-reaching, thus creating the 'sub-new stock' market for more than two consecutive months."
"In fact, the 'sub-new stock' sector is not suppressed by historical hold-ups, but is easier to speculate."
"As long as the regulatory authorities do not force intervention, I think the financial activity of the 'sub-new stocks' sector will definitely continue to rise. After all, this sector is really suitable for capital relay."
"At this stage, the regulators should not forcefully intervene in the market, right?"
"Definitely not. Looking at the macro policy trends throughout this year, it is obvious...the regulatory authorities also hope to induce a wave of comprehensive bull markets, and they will certainly not intervene forcefully to speculate on the market when the market has just begun to improve. Suppress market hype and money-making effects.”
"Isn't anyone paying attention to the stocks related to the 'auto industry chain' in the main line of 'big consumption'? I think this line... has a good prospect!"
"It's good, but I think the explosive power is still higher than the main areas of conceptual themes of 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central and State-owned Enterprises', which are directly stimulated by macro policies, as well as the main areas of 'big finance' securities, If the Internet financial sector is weak, it is not the first choice to follow the trend. "
"The box office of this year's National Day movie is also a bit higher than expected. Looking at the trend of the 'Film and Television Media' sector, I feel that the 'Film Industry Revitalization' document jointly issued by seven ministries and commissions in June has clearly been implemented and exerted. This Line... The follow-up expectations are getting stronger and stronger, especially in the field of 'film and television media', the conceptual branch of celebrity shareholding and equity participation is vaguely operated by super main funds! "
"Is this a conceptual branch of celebrity stock ownership and participation?"
"Yes, if the expectation of changes in the fundamentals of the industry and the popularity of the stars themselves are combined, it will become a very good hot spot for speculation. Moreover, the related concept stocks in this branch field are basically small-market stocks. There is no It is easy for super-main financial players like Mr. Su’s Yuhang Group to create speculation and create a sustained profit-making effect.”
"This branch line seems to have been shown before. It is indeed... worth noting."
"But the core leader of this branch should still be the check from 'LeTV', right?"
"It must be LeTV."
"Speaking of the 'LeTV' check, since Mr. Jia reappeared to clarify the rumors, the check has indeed become a bit reversed!"
"There are big differences in opinions on the 'LeTV' check. I think that although the fundamentals of this check are not good, the future prospects are still very good. The 'Internet TV' that Mr. Jia mentioned should still be promising, right? It fits the original users of 'LeTV' and its future development is still worth looking forward to."
"Well, the future story of 'LeTV' is still very beautiful, but I think its potential is not as good as 'Eastern Fortune'."
"If you do the 'LeTV' check, it is better to do 'Eastern Fortune' with high certainty."
"What about the two branches of 'mobile online games' and 'Internet online education'? I feel that with the advent of the 'mobile Internet' era, there is also huge space for these two branch areas!"
"The 'mobile online games' branch was hyped last year, and the performance of many current concept companies has not kept up. I feel that the investment logic of the entire branch is not as good as that of 'Eastern Fortune'." The hype logic is a bit falsified, and the certainty is obviously not as good as the line of "Internet finance". This is also the fundamental reason why these two hot concepts last year have taken completely different trends this year. As for... the branch line of "Internet online education", it seems to be a new concept. If the main funds in the subsequent market agree with the hype logic of this branch line, then I think it can be done. "
"In general, although the index performance today is not very good, there are still many main line market, branch line concept market, and themes with strong future expectations that have been taken over by various main funds. The overall money-making effect of the market has not obviously cooled down. "
"In short, continue to go long..."
"Yes, continue to be optimistic about the Shanghai Composite Index above 3,500 points at the end of the year."
As the Dragon and Tiger List was refreshed, the news of the main hot money group was refreshed rapidly.
In the minds of a large number of hot money investors, and in everyone's in-depth market review and analysis, it is no surprise that... everyone's analysis and judgment is that the market is still moving in the "bull market" trend, and they all believe that the market at this time is still a very good entry point for increasing positions and entering the market.
In addition to the analysis and judgment of these hot money investors.
In the discussion platform where other investors gather on the entire network, as well as the internal groups of major institutions, the internal investment research departments of major main institutions, and the fund trading rooms.
Everyone's judgment on the market situation is still to go long and continue to go long.
Of course, in and outside the market, most investor groups are still in an atmosphere of singing and going long.
There are also many investors who are worried and think that the Shanghai Composite Index will still be trapped by the pressure of 3,300 points in the short term. Most of these groups have positions in their hands, or short-term profits, or investors who have just untied their positions for many years. As the saying goes, "those who are in the market are confused, and those who are on the sidelines are clear." They are in the market and see the rapid decline of the index in the late trading stage. Thinking of the panic plunge in the market the day before, they are always worried about gains and losses.
After all, when they are deeply trapped, many people will choose to break the jar.
But when the account is profitable, they will obviously worry about the problem of profit withdrawal, worrying that the account that has made a profit with great difficulty will turn into a loss in hesitation.
And because of this mentality.
Therefore, in the "bull market", the market's "28th Law" is still valid.
Many people know that in the "bull market", they should hold stocks, try to reduce frequent adjustments and changes of positions, be able to endure loneliness, and be able to keep prosperity.
However, to truly participate in market transactions.
In the continuous hot spot conversion, in the unpredictable main line market rotation, in the extreme or long-lasting market fluctuations.
Those who can truly abide by these trading rules and truly implement them.
Among the vast retail investor group, there are still very few.
"Looking back now, the plunge the day before yesterday was a great opportunity to adjust positions and increase positions!"
Around 6 o'clock in the afternoon, after the market review by the entire network investor group, in the atmosphere of a wave of heated discussions, in the Magic City, E Fund Public Fund Company, the 'Future Growth Mixed Selection' Fund Product Trading Department, fund manager Gao Yirong sighed helplessly and said: "I really didn't expect that such a huge drop would be completely reversed in just two trading days."
Although the Shanghai Composite Index broke through the 3,000-point constraint and completed the breakthrough of the 2,000-3,000-point box range.
He has transformed the investment strategy and trading strategy of the fund products he manages into a "bull market" mindset, and has increased a lot of "technological growth" and "big finance" mainline stocks.
However, due to the missed market opportunity before, he has not found a relatively suitable entry point.
As a result, their fund always considers the cost factor when increasing its position, and has not been able to fill the position in a short period of time on a large scale.
Therefore, in the continuous short squeeze trend of the market, they have been missing the market.
As a result, the plunge the day before yesterday was finally seen.
However, he considered that the market index deviated too far from the 20-day line. Once it plummeted, it was likely to fall back to 3,000 points for confirmation. Therefore, he was not in a hurry to increase his position during the plunge. He wanted to wait until the position was lower, or the Shanghai Composite Index was confirmed to fall back to 3,000 points, re-establish support, and the market was more certain, and then fill the fund position with a large-scale increase in one fell swoop.
So, he missed the perfect buying point again.
As a result, the index has now completely reversed the previous day's sharp decline, and core stocks in the main field of "big finance" have set new highs.
They still have nearly half of their positions, missed the market, and did not make any contribution to the fund's net value.
At the same time, due to the conservativeness of their fund positions, the net value of their fund products has lagged behind the company's other core fund products recently.
This inevitably made him feel a little anxious.
"Boss, looking at this situation, the market is unlikely to continue to fall back to the 20-day line." When Gao Yirong sighed helplessly, Guan Yi, the fund trading team leader standing next to him, hesitated for a moment and said, "If the index continues to open high tomorrow and breaks through the 3,300-point mark, we are afraid that we can only do the right-side pursuit operation, otherwise... the longer we wait, the higher our subsequent position building costs will be!"
Since June, they misjudged the main market trend.
After being strongly interfered by the funds of the "Yuhang system", they basically did not keep up with the development of the market.
Before, I hesitated for a long time when following the main lines of "infrastructure" and "military industry", and finally had to chase the highs. Now... on the main line of "big finance", it is likely to repeat itself.
Gao Yirong pondered for a while and said: "Let's see tomorrow. If the Shanghai Composite Index really breaks through the resistance of 3,300 points in one go, continues to hit new highs, and enters the completely right investment range, then we... have no other way but to be forced to increase our positions and chase."
One wrong step, every step is wrong.
If you don't keep up with the market, you can't keep up with the market.
Facing the performance ranking pressure at the end of the year, Gao Yirong thought about it and thought that if the index really continued to force a short squeeze and rise, he would have to follow it.
After all, if the index continues to rise, he will still maintain such a position.
At that time, not only will the annual performance target not be completed, it will be criticized by the majority of investors, and it will also make the fund more and more passive in the subsequent investment strategy selection.
While the two were sighing helplessly...
In the main fund trading room of Pingyin Asset Management Center in Shenzhen Stock Exchange.
Liu Ziliang, general manager of Pingyin Asset Management, stood in the trading room, looking around at the main fund manager Chen Shen, as well as the trading team leaders Gao Yixiang and Wang Jinglun, but he was obviously smiling.