Rebirth of the investment era

"Where is the position?" Su Yu was stunned for a moment and then asked.

Li Meng responded: "'Yuhang No. 1' fund has reached 85% full position, and 'Yuhang No. 2' fund position has also exceeded 80%. There is not much funds available to increase positions. 'Yuhang No. 3' The fund position is around 66%, relatively speaking, there is still room for operation.”

"Okay!" Su Yu nodded slightly, "We probably still have close to 5 billion in funds, can we use them?"

Li Meng nodded and responded: "To be precise, it is 9.6 billion. Of course... This is calculated based on the fact that 85% of the overall positions of each fund are full. If the calculation is based on 100% of the positions being full, then we can release With available funds, more can be achieved.”

"Calculate based on the 85% full position status." Su Yu said, "Whether it is individual operation or institutional operation, 85% of all funds are in the so-called full position status. The remaining 15% of the funds are not in the extreme red line. Due to the situation, it cannot be used.”

In the financial trading market, there are no 100% certain opportunities.

Therefore, even if you have enough confidence and grasp of the opportunity you are investing in, you still have to reserve enough funds to deal with extreme risks, and you cannot invest all the principal in it. This is the bottom line of trading, and it is also necessary to avoid failing in one move. Shen, the last lifeline when everything is overturned.

After all, you only have liquid funds in your hands.

Only in this way can we remain proactive in the constantly changing financial trading market.

"Okay!" Li Meng responded and continued, "Today's market's 'big infrastructure', 'military industry', and 'Internet finance' lines have all been brought out by us. In the subsequent market changes, we should not have to worry too much." Have you moved your positions too frequently? Looking at today’s trend and the market’s continued trend-following effect, the market’s short-term trend should be safe.”

"Today is just a rebound from the bottom." Su Yu added, "How sustainable it will be depends on the market follow-up effect and market interpretation tomorrow and the day after tomorrow. However, today the index has been rising all the way, directly reaching above 2220 points. It’s still somewhat unexpected, and the trend is stronger than I expected.”

"Of course, this place, even though it was recaptured..."

Su Yu paused and continued: "When this wave of emotional reaction is over and the market shrinks again, it will probably be necessary to step back to confirm. And if it really follows this pattern, then the second time it steps back, It should be the second better buying point in this period.”

"Yes!" Li Meng nodded, "Today's volume is a bit large, but today's trend requires a large amount of volume, otherwise it will be a relatively established bottom."

"After all, only by fully increasing the volume and truly breaking out of the panic market can we fully loosen the trapped chips above."

"Now……"

Li Meng smiled and continued: "The holding of the Shanghai stock index in the range above 2200 points should be almost solved. Overall, the macro chip structure on the market has also been completely disrupted by the market's continuous downward trend in the past month. I feel that if the market can be re-consolidated here and the main funds of various departments can take over the chips with the same intention, then it should be one step closer to the 'bull market' you mentioned."

Su Yu smiled and said: "Indeed, it's the break of dawn before dawn!"

"It's just almost a good thing." Li Mengmeng thought for a while, and then said, "The bad news about the IPO restart has been completely realized after the listing of new shares today, but in terms of funds and macro news, it always feels like it's still a little bit worse. Huohuo, I hope that in the subsequent market trends, regulators will realize this and make changes!"

Su Yu thought that with the implementation of the 'big infrastructure' strategy, with the development of the foreign economic and trade strategy of the 'New Silk Road', with the recovery of the property market, with the fall of the inflation rate, with the international economic situation, multilateral trade and finance As the situation progresses further, regulators will definitely have more cards in their hands, and the "Yangma" that everyone is eagerly awaiting will definitely make some moves.

He vaguely remembers the shift in financial policy in the second half of the year, and vaguely remembers the interest rate cut and reserve requirement ratio cut that caused extreme market turmoil in the second half of the year after two years of monetary tightening.

"Everything you expect will be there." After Su Yu pondered, he retracted his thoughts and said with a smile, "We just need to be prepared to welcome all this."

Seeing Su Yu's confidence, Li Meng wondered: "How do you know that everything will be okay?"

Su Yu responded: "The signs of economic macroeconomic changes can be felt without careful examination. Hot money is surging in the market. Emerging industrial economies and traditional industrial economies complement each other. They are all coming out of the quagmire. The policies of the property market are changing." The loosening of restrictions, and even the housing prices in Yuhang, have begun to change recently, can't you feel this...?"

Li Mengmeng thought for a while and said: "That's true. Let's not talk about the property market. After the loosening of restrictions, there are indeed signs of recovery. Otherwise, the stock market and real estate sector would not have been continuously speculated. In the investment field, I heard that the primary market It is indeed extremely hot. The valuations of start-up companies in emerging industries have been raised to the sky by institutions. The entrepreneurial market is booming. According to the published data, the fall in inflation is not very obvious, but the hot money in the market...is indeed moving in all directions. The surge, especially in the p2p market where 'Internet finance' is located, is so hot... and now it seems that the state also supports activating private capital through mass entrepreneurship and Internet finance, thereby activating macroeconomic vitality."

"The surge of hot money and economic recovery are the strongest support points for the financial trading market to completely recover." Su Yu said, "The signs are already obvious. All it takes is a fire to ignite the enthusiasm of the entire market. and the huge flame of hype, and this fire is the huge and powerful action and signal in the direction of the regulatory authorities that you just mentioned, and... I believe that this signal will come soon."

Li Meng nodded and said expectantly: "I hope, after all, the domestic market has indeed been dead for too long."

While the two were talking, the market trading time had passed 4 p.m. sharp.

Originally, before the data on the dragon and tiger rankings of the two cities were disclosed, the market should have been quite calm in the news vacuum. However, under today's market trend, even if the specific data on the dragon and tiger rankings were not obtained, the vast investment in the entire market Investors, including institutions and hot money, were extremely excited, frantically discussing and reviewing the market conditions, and speculating on the results of the Dragon and Tiger List data for many popular stocks.

Even in the extremely heated atmosphere of market-wide discussion.

Some financial media and financial gurus who had been silent before came out again, fully and carefully analyzed the market from all aspects, and reaffirmed the idea of ​​​​going long. What is even more ridiculous...it was only in today's early trading that they were completely bearish. Many financial gurus and well-known stock commentators also started to flip bullish at this moment.

"A great reversal, sure, sure, 2200 points is the market bottom!"

"Darkness passes and dawn comes. Yes, this is the starting point of the bull market!"

"Iron bottom, 2200 points is definitely an iron bottom!"

"We are firmly bullish. It is impossible for the Shanghai Stock Exchange Index to return to the box range of 2,000 points to 2,200 points. There is no doubt that today's intraday low is the lowest point in the market this year."

"The 'big infrastructure' strategy has set sail again. The future belongs to the era of 'infrastructure'. High-speed rail, urban construction, rural revitalization, and the rise of great powers are unstoppable. Investing in 'infrastructure' means investing in the future and the national destiny. The main line of 'infrastructure' is absolutely It’s the biggest trend line this year!”

"Everything beautiful starts from the Shanghai Stock Index 2200 points!"

"Only if you can endure loneliness can you maintain prosperity. From now on, it will be a prosperous time for the market."

"It is irrational to be short on the Shanghai Stock Index at 2,200 points, but it is absolutely rational and correct to be long on the Shanghai Stock Index at 2,200 points. Believe me, 2,200 points on the Shanghai Stock Exchange Index is definitely a super undervalued point that will never be repeated in the next ten years. Here Going long will be the most precious starting point for wealth in one’s investment career.”

"Break and then establish a golden bottom. At this time, buy the bottom to get rich!"

"The golden needle probes the bottom, the volume reverses, the extreme reversal, and the return to 2200 points. All signs indicate that the bottom... it is coming!"

"This will be the most beautiful intraday trend this year, and will also be the best layout opportunity this year."

"Do more, do more... At this time, is there a second option?"

"The loss and recovery of 2,200 points once again proves the resilience of the market. Who said that our A-shares cannot be supported? Today has fully proved that, looking at the world, only our A-shares are the strongest."

"Today is an absolutely independent trend, and it is foreseeable that A-shares will continue to continue their independent trend in the future. The depressed days of the past will be gone forever."

"It's encouraging, today's trend is really encouraging!"

"Miracles are happening and myths are reappearing. I feel that the bull market is very close."

"What is an independent trend? This is called an independent trend!"

"Those who are bearish will eventually be in vain, but those who are bullish will eventually gain wealth."

"Today is the day when short sellers are completely defeated. It is also the beginning of A-shares getting rid of the influence of external trends and becoming independent from the global financial trading market!"

"What does it mean to be strong and always strong? Today's big A illustrates this point."

The entire market, whether it is the discussion area, news area of ​​the trading platform, the topic area of ​​the stock investment forum, or the stock online forum, community, or the public comment section of the social platform, financial media... various places, similar, Inspiring remarks and topics suddenly appeared in endless supply.

It's like a volcano erupting.

In an instant, countless financial gurus, stock commentators, brokerage analysts, institutional analysts, brokerage investment consultants, professional financial commentators... Groups of 'experts', either professional or unprofessional, all appeared. , spared no effort to start to be bullish on the market, and published bullish analysis remarks from different angles.

On the contrary, during the time when the bullish comments broke out instantly, the short-term comments in the market gradually disappeared. The entire market investment sentiment, guided intentionally or unintentionally by countless people, moved towards the bulls at the fastest speed. The direction is tilted, fully suppressing the short sentiment that was still like a flood in the morning.

"Isn't this guidance... too obvious?"

Seeing the overwhelming bullish topics in the market, and the sudden excitement of market speakers from all sides, in the main fund trading room of the proprietary investment department of Huashang Securities in Yanjing, fund manager Wu Dayong couldn't help but complain. Said: "In everything, too much is too little. If you are too eager to sing the long way, many investment institutions will be more hesitant. The market has its own form and trend. The formation of all trends depends on the collective efforts of all parties in the market. And If it doesn’t rely solely on emotional stimulation, what’s the use of this?”

Hearing Wu Dayong's complaints, Liao Guanghua, who was standing behind him, couldn't help laughing and said: "Although it can't play a decisive role in stimulating market sentiment, it can still play a slight role in promoting it. And these people can speak out like this, It is also speculating in the market, and it also shows the connivance of the regulators and the direction of market development that the regulators want."

"Regulators strongly need a bull market. This trend should be no secret." Wu Dayong said.

Liao Guanghua nodded and said: "Yes, it's not a secret. That's why some people work so hard. After all, it's much more pleasing to sing long than to sing short. As for whether we look at the market rationally and whether our views are correct, As long as you don’t invest real money, it doesn’t matter at all.”

"What do you think, Mr. Liao, is the market here really the end?" Wu Dayong asked instead.

Liao Guanghua stared at the market that had been fixed for a while and said: "It's hard to say, but today's trend is indeed beautiful and has boosted the confidence of many market investors!"

"Yeah!" Wu Dayong nodded, "It's a completely unexpected trend, from a complete plunge and breaking the position in the early trading, to a trend of heavy volume and a positive trend of one yang crossing three lines and enclosing the big yang line. It is really an extreme reversal. In one day, It completely created the market’s money-making effect and following-the-trend sentiment.”

"It's amazing!" Liao Guanghua said.

Wu Dayong was stunned and asked: "What Mr. Liao said..."

"Oh!" Liao Guanghua came back to his senses and said, "I mean the funds that took over a lot of stocks in the field of 'infrastructure' in the early trading and strongly blocked the check of 'Hua Guo MCC'. This fund... is completely based on the To single-handedly reverse the overall market situation is to make a huge gamble!"

"And look at this trading technique..."

Liao Guanghua's eyes gradually narrowed: "It seems a bit similar, could it be again..."

He already had a guess in his mind. However, before he could express his guess, the secretary who had followed him in the past had gently knocked on the door of the trading room, walked up to him, and handed over an internal document in his hand. , handed it to him and said: "Today's transaction data of the Yuhang Fortune Road Sales Department shows that 'Fortune Road' has purchased more than 2 billion funds!"

"Sure enough, it's him!" Liao Guanghua took the document from the secretary's hand, took a look at it, and was shocked in his heart, "He made a huge gamble and turned the tide, enough to rank among the top traders in the country!