Chapter 864 Trading Strategies in Weak Market Conditions!

Xu Xiang pondered for a while and said: "It was not disclosed in the previous Dragon and Tiger List. If the 'Yuhang System' does not disclose its holdings and fund net value, no one will know. However... our main funds have huge holdings in the main lines of 'big finance', 'big infrastructure', and 'military industry'.

Even if they reduced their positions and stopped profits in advance, they should have reserved a lot of positions.

They will definitely not reduce their positions and stop profits and leave.

After all, the underlying logic of the current bull market is still there.

As long as this logic exists, the main funds of the 'Yuhang System' should not reduce their positions and leave, because once they leave, it will be more difficult to continue to build positions with such a huge amount of funds in the future, and it is easy to be sniped by the main funds in the market."

"Yeah!" Zhou Kan nodded and said, "I think so too. It is unlikely that the funds of the 'Yuhang System' will completely Left the market, at most, it should be more than half of the position is reduced. "

Xu Xiang smiled and continued: "No matter what the current movement of the main capital of the 'Yuhang system' is, it will not change our company's current investment strategy and trading strategy. Judging from the performance of the two markets today and the closing results... the Shanghai Composite Index is at 3500 points, and it is highly likely that it will not stop. "

"3600 points collapsed at the touch of a button, and 3500 points is naturally difficult to hold." Zhou Kan responded, "It is only two or three trading days since the central bank's interest rate cut and reserve requirement ratio cut news landed. It can be clearly seen that the market adjustment is far from over at this time. The days to come will be more difficult. It is highly likely that... the Shanghai Composite Index will fall below the 3500 point mark as the boss predicted before, continue to search for the bottom and build support, and may even fall back to 3000 points. "

As the two discussed the latest Dragon and Tiger List data disclosed by the two markets.

And the latest predictions on the movement of the main capital of the 'Yuhang system'.

At this time, in the places where other major investor groups in the two cities gathered, as well as in the "Yuhang Main Speculator Group" where Su Yu was, everyone was discussing the data of the after-hours Dragon and Tiger List of the two cities.

"What's the situation? The "Yuhang System" headed by General Manager Su still did not appear on the Dragon and Tiger List today."

"This shows that in the past two days when the market fell sharply, the "Yuhang System" headed by General Manager Su did not reduce its holdings in large quantities at all."

"I agree. Except for the day when the central bank cut interest rates and reserve requirements the day before yesterday, the "Yuhang System" headed by General Manager Su reduced some chips on a large scale. In the past two days, there has been absolutely no reduction in holdings."

"Logically speaking, once the "Yuhang System" headed by General Manager Su has the idea of ​​reducing positions and stopping profits, it is unreasonable to suddenly change the strategy and stop it!"

"Is it possible that General Manager Su did not think about reducing positions and stopping profits on a large scale?"

"There is another possibility. Didn't a big brother in the group say it before? That is, the "Yuhang System" headed by General Manager Su has long been implementing the strategy of reducing positions and stopping profits, and the central bank cut the day before yesterday. The news of interest rate and reserve requirement ratio cuts has landed, forming a situation where the good news has landed and turned into bad news. This is when the main funds of the "Yuhang system" headed by General Manager Su have completed large-scale reduction of positions and profit-taking. "

"If this is true, then General Manager Su's prediction of the market conditions in the two markets is simply too accurate."

"Originally, the main funds of the "Yuhang system" have been terribly accurate in judging the market conditions in the two markets."

"Yes, basically, they have stepped on the market rhythm every time."

"Alas, two guesses will bring two different judgments on the market conditions. If the "Yuhang system" headed by General Manager Su does not have the idea of ​​large-scale reduction of positions and profit-taking, then the current market conditions are likely to reverse quickly. If the "Yuhang system" headed by General Manager Su has the idea of ​​large-scale reduction of positions and profit-taking, then the next market behavior will be very likely to reverse quickly. The market trend feels quite pessimistic. "

"The market has fallen for three consecutive days, from 3800 points to below 3600 points. How can we be optimistic?"

"That's true. It's already quite pessimistic."

"It can't be said to be pessimistic. The current market sentiment is generally bullish in the long term."

"Long-term bullish, but it doesn't affect the short-term decline."

"With the current trend of the two markets, the 3500 points that everyone generally believes in will definitely not hold up."

"If 3500 points can't hold up, and it continues to decline, the Shanghai Composite Index will have to go down to around 3000 points, which will have a strong support effect."

"In fact, I think that although the market is still in the adjustment stage, the risk is not great."

"As long as the underlying logic of the bull market is not shaken, then this adjustment, It's not a problem at all."

"But, in general, the core themes of 'big finance', 'big infrastructure', and 'military industry', which have continued to soar in the early stage, should be completely avoided in the near future, right?"

"That's for sure. Although the 'Yuhang system' headed by President Su did not appear on the Dragon and Tiger list of the two cities, it is difficult for major institutions and many retail investor groups in the market to believe that the 'Yuhang system' headed by President Su will not continue to reduce its positions, and since the trend of continuous follow-up selling has been formed, it will be difficult to stop in the short term. "

"It's not difficult to stop. This recent trend cannot be stopped at all."

"Well, from the perspective of trend analysis, it is completely correct to temporarily avoid the main themes of 'big finance', 'big infrastructure', and 'military industry'. "

“In the main areas of ‘big finance’, ‘big infrastructure’ and ‘military industry’, the trend of a number of concept stocks recently has been really tragic!”

"Isn't it right? Bluestone Heavy Equipment and Huake Sugon, two core popular stocks in the new stock concept sector, have both fallen by the limit three times in a row."

"There are also tickets such as 'Great Wisdom, Flush, Shanghai Steel Union, Hua Ke Financial...'. The trends in the past three days have also been very tragic."

"It feels like the core main lines of 'big finance', 'big infrastructure' and 'military industry' will continue to fall, and the market index will never see a bottom."

"It's not that there's no bottom, it's the recent short-term speculation that can't be done at all!"

“If you are doing recent trading...either completely avoid the three core main lines of ‘big finance’, ‘big infrastructure’ and ‘military industry’, or you can completely take a short position and rest.”

"The film and television media sector should also be avoided."

"In the early stage, all the popular stocks in the three core main areas of 'big finance', 'big infrastructure' and 'military industry' have all collapsed by now, right?"

"There is no doubt that everything has collapsed."

"Oh, I just hit the limit today. I feel that buying the bottom at this time is also a huge risk."

"The 3,600 point position is not originally a strong support. If you really want to try to buy the bottom, I think you can still give it a try at the 3,500 point point."

"After the two checks from Bluestone Heavy Equipment and Huake Suguang, and then a lower limit, it should be almost done."

"It shouldn't be possible for the two checks of Blue Stone Heavy Equipment and Huake Suguang to go again, right?"

"It's hard to say. In the current market, the attention and discussion of these two checks are still very high."

"I think the current opportunities are in the field of 'big consumption', or in the fields of 'mobile Internet' and 'smartphone industry chain'."

"The two main lines of 'big consumption' and 'pharmaceuticals' are mostly heavyweight stocks, which are not in line with our trading methods. As for the two main lines of 'mobile Internet' and 'smartphone industry chain', although they are currently in At a relatively low level, after the hype last year, there is relatively sufficient time for adjustment this year, but with the 'Internet Finance' sector as a drag, it feels like it is difficult to make room for it!"

"Sigh, the 'Internet Finance' sector has indeed dragged down the performance of these two main lines."

"But it is clear that the trend logic of the 'Internet Finance' sector does not follow the main trend of 'mobile Internet' at all!"

"When the 'Mobile Internet' sector rises, it follows 'Big Finance', but when it falls, it will inevitably affect the core line of 'Mobile Internet'."

"Then we can only speculate on the relatively strong 'Apple concept' sector in the 'smartphone industry chain'."

"The Apple concept sector is indeed a good direction for speculation."

"In fact, in the 'Apple Concept' sector, the core targets have already emerged. For example, 'Changying Precision' is on the second consecutive board today."

"Well, the subject of 'Apple Concept' can be considered a key focus at the moment. Is there anything else?"

"Is there another aspect of 'Internet e-commerce'? After Ali Baba's re-listing, it should still have a driving role in the conceptual field of 'Internet e-commerce'. That is, there were various funds in this conceptual sector before. layout, but recently, it’s really invisible.”

"The concept of 'Internet e-commerce' has been speculated several times by various funds in the market before, but there has been no consistent long expectation."

"At that time, there were several core main lines such as 'big finance', 'big infrastructure', and 'military industry' that continued to siphon off active capital groups in the market. How could there be consistent long expectations? But now... it is completely different. It’s the same. Although the core lines of ‘big finance’, ‘big infrastructure’ and ‘military industry’ have fallen sharply, they have indeed released a lot of active market funds, and these active funds are currently indeed We are looking for a new main line of the market to carry out speculation and layout. I think...it is an idea to speculate on the 'Internet e-commerce' line now."

"Yes, in fact, we can also link the concept of 'Internet e-commerce' and the main line of hype ideas with the line of 'big consumption'."

"Smart, choosing stocks with the concept of 'Internet finance' that have 'big consumption' attributes is the correct way to market speculation. Analyze according to this logic... There are not many stocks that should meet the conditions, right?"

"There are still several of them, and I feel it is enough to form a plate effect."

"Tomorrow, let's try to get the 'Sanjiang Shopping' check. Is there anyone in our group who wants to follow the offer?"

"I think 'Xinhuadu' is better!"

“The check from ‘Hualian Supermarket’ is pretty good too.”

"The stock quality of 'Sanjiang Shopping' is relatively better."

"I will wait for you to bring out the money-making effect of the entire sector before entering the market. Come on, everyone."

"I don't plan to be in this sector. I think if the index can quickly kill in early trading tomorrow, the hype of the concept of 'oversold rebound' will be quite strong."

"Well, the 'oversold rebound' line is indeed pretty good."

"The logic of 'oversold rebound' still needs to wait until the major institutional groups in the market understand that the 'Yuhang system' headed by President Su has completed the strategy of large-scale reduction of positions and profit-taking, before they will have the motivation to make a market? After all, if they make a market at that time, the market pressure will be much smaller."

"I agree. At present, the market selling pressure in the three main areas of 'big finance', 'big infrastructure', and 'military industry' is still very heavy."

"It can't be heavy. It has risen for such a long time before, accumulated such a large profit plate, and released so many historical locked plates. These profit plates and unlocked plates are all chips that must be smashed under the guidance of the 'Yuhang system' headed by President Su to reduce positions and stop profits."

"Is there no one optimistic about the 'coal' and 'non-ferrous cycle' sectors?"

"These two major sectors , the fundamentals have serious flaws, and I am not optimistic at all. "

"I am not optimistic either. The so-called sectors with serious loss effects must be avoided. At present, these two sectors have neither the expected driving force of fundamentals nor the attention of major funds, which is completely inconsistent with the direction of trading. "

"However, although the fundamentals of these two sectors have serious flaws, the decline is really tragic. "

"The stock price is also really low. "

"We are not institutions. I think the direction of trading should still follow emotions. "

"The two directions of "Internet e-commerce" and "Apple concept" discussed by everyone before are indeed good. If you really want to trade now, I feel that you can only do it from these two directions. "

With the rapid refresh of the messages in the group and the in-depth analysis of the market by many hot money bosses in the group.

The investment sentiment of the entire market is also changing rapidly.

I saw that the bullish sentiment was increasingly turning to the bearish sentiment. Moreover, in the change of market sentiment, the peripheral market also opened low and went low at night, which cast a shadow on the domestic investors' expectations for the future market.

Then, when the next day, December 11, Thursday arrived.

The two markets once again showed a trend of opening low across the board, and a number of previous popular main lines such as "big finance", "big infrastructure", and "military industry" also suffered heavy losses.

However, with the main lines of "big finance", "big infrastructure", and "military industry" all falling sharply.

And the main lines of "big consumption", "mobile Internet", and "smartphone industry chain" are also sluggish.

The two major concept sectors of "Apple concept" and "Internet e-commerce" have clearly emerged as a new force, and have become the leading concept theme sectors in the two markets.

Moreover, these two core stocks in the fields of these two major concept sectors.

Changying Precision, this check, even closed the daily limit at the opening, successfully achieving a strong trend of three consecutive boards.

There is also the check of "Sanjiang Shopping", which was also opened sharply higher, and was concentratedly scrambled for speculation by various short-term capital groups as soon as it officially opened. (End of this chapter)