Chapter 425: Patience and calmness in trading!

"Damn it, Mr. Su's 'Way to Wealth' shows up again!"

At the moment when the market dragon and tiger list was refreshed and the 'Fortune Road' seat appeared on the dragon and tiger list, news broke out again in the main hot money group of Yuhang where Su Yu was located.

"Not only did they show up, but they were also pure net sellers!"

"Sold China Metallurgical Corporation for 110 million, sold Gemdale Group for more than 89 million, and sold China Fortune Land Development for more than 53 million. Oh... my God! Mr. Su is determined to reduce his holdings in 'infrastructure' and 'state-owned enterprises' on a large scale. Reform' the two main lines of core stocks, it seems that these two main lines of market conditions really have nothing to do. "

"Hey, if the funds of the 'Yu Hang Group' are sold like this, the market will probably be over again tomorrow."

"If the funds of the 'Yu Hang Group' are not sold like this, the market will probably be over tomorrow. Looking at today's market trend, the rebound market cannot continue at all, okay?"

"Indeed, with the market going like this today, how can there be any rebound?"

"One word, weak!"

"Hey, I really shouldn't have had any expectations yesterday. It was so fast today that I couldn't even cut my flesh. Now look at this... When the market opens next week, I have to continue to cut my flesh!"

“Who would have thought that the market couldn’t sustain a two-day rally?”

"I was still deceived by yesterday's trend. I shouldn't have taken over Beijiang Communications Construction. If I hadn't cut quickly today, I would have hit the limit."

"Hey, I didn't expect that the wealth of the East has no continuity!"

"Yeah, I don't understand why the check from Oriental Fortune ended up like this today."

"The check from Oriental Fortune rose inexplicably yesterday, and fell inexplicably today. It's really strange."

"There is also the Shanghai Steel Federation. Let me ask you, what is wrong with this check relay? What is outrageous is that this check actually dropped to the limit at the end of today. It has dropped to the limit. Do you dare to think?"

"There's nothing I dare not think about. Beixin Luqiao, the most popular leader in the two cities, has also fallen by the limit, hasn't it?"

"It was expected that Beixin Road Bridge would fall to the limit. Yesterday, when the check hit the ground floor, I knew that today's trend would never have a high premium. After all, a floor plate has a 20% profit margin. The funds from yesterday's bottom buying , only a fool would not sell when there is a huge profit today.”

"Hey, a few checks can bring down the whole place!"

"It's no wonder that a few leading tickets failed to create money-making effects and market space. It's really because the market's combined force is insufficient!"

"The main reason is lack of confidence, and the effect of high-level funds from all walks of life is not strong. This led to the crazy diving trend of the market in the late trading period today."

"In fact, when the market opened in the afternoon, when everyone learned that the 'Yuhang No. 3' fund had a scale of tens of billions and was sold out in half a day, the market still had the opportunity to continue to rebound and create a counter-conversion trend. However... the volume was not able to increase. , the market pulled a wave, and no one followed, so it would naturally collapse."

"Well, that quick rebound in the afternoon does look a bit decent."

"How can a reversal be possible? Market confidence is simply insufficient."

"It's useless to say anything now. It's not going to come out anyway. According to the situation tomorrow, we can only cut the flesh."

"Tomorrow I am afraid that the index will open lower and break 2,300 points again. Alas... I hope the index will bottom out and not be slow and have another negative decline."

"The market has shrunk so severely today, and it is likely that it will not be able to escape if it continues to decline."

"The two core themes of 'infrastructure' and 'state-owned enterprise reform' have probably completely ended the hype, right?"

"The hype process of the two core themes of 'infrastructure' and 'state-owned enterprise reform' is very clear from the Beixin Road and Bridge check. It is very likely that it will be completely over."

"In fact, the long-term expectations for the two core themes of 'infrastructure' and 'state-owned enterprise reform' are still there."

"Long-term expectations must be matched with market confidence to produce a chemical effect. Otherwise, no matter how good the expectations are, it will not be able to generate market trends."

"If you ask me, it is too early to restart the IPO market, and it should not be restarted at this time."

"Indeed, the blow to market confidence is really huge."

"The key is the current market. There is no other main line market direction. Can we undertake the two main lines of 'infrastructure' and 'state-owned enterprise reform' and continue the market's money-making effect? ​​If at this time, there is a low main line market that can be done, the market can form a The market trend of switching between high and low continues to maintain the market's continuous profit-making effect, so I feel that the market's subsequent investment confidence can still be restored."

"Other main market directions? Finance, medicine, cycle?"

"How is it possible? These major directions are not as good as the future imagination space of the two core main lines of 'infrastructure' and 'state-owned enterprise reform'."

“Expectations are still investors’ expectations!”

"As long as there are strong expectations for the future, it will be easy to handle."

"The mining of the main line market is not that simple. This requires huge main funds to take the lead. After the market is pulled out, the main line logic can be recognized by the majority of funds in the market, and everyone can form a joint force. Let's talk about the current market... where Does Yilu Capital have the ability to leverage the market?”

"Except for the 'Yuhang Department' funds controlled by President Su, other major funds in the market really don't have this courage."

"But now Mr. Su is in a state of complete retreat!"

"This is the evolution of the market. The worst part is that with Mr. Su's current influence on the market, with this continuous selling, it is really impossible for the market to recover in the short term."

"In short, you should definitely not think about the short-term market."

"The long-term market situation is also difficult. Who knows if this wave will continue and the Shanghai Stock Exchange Index will be able to hold on to 2,200 points?"

"It won't fall back into the big box of 2200 points to 2000 points, right? Then the nearly two months of market onslaught, and the market volume that was finally created will be in vain again."

"Hey, it's hard to say, who knows?"

"I hope it won't fall back below 2200 points. As long as the index holds up at 2200 points, the market will change very quickly. It will really fall back into the big box. It is estimated that it will take less than half a year. It is true that the market will improve." Disaster."

"No matter where the index eventually falls back, no matter whether 2200 points can be sustained or not, since the current market capital, sentiment, and news are not optimistic, and Mr. Su has continued to express his attitude on the Dragon and Tiger List, then I can only It’s time to retreat temporarily and remain short.”

"I also wanted to go short, but unfortunately I got caught today."

"If you don't lose much, just cut it off. I think the difficult time for the market has not yet come."

"Those days in early May, now that I think about it, it was like a dream. Hey... the market won't really be in trouble, right?"

"Five poor and six desperate? So you can turn around in July?"

"Haha, the IPO will actually be launched, that is, the first batch of new shares will be listed, probably in early July. It is really possible to say that we can turn around in July!"

"Take a step and see."

"Anyway, we can no longer remain optimistic. We must change our trading strategy and become more conservative."

"I agree, let's do it with a light position. It's really unbearable to lose a heavy position. Last week, my heavy position hit the limit, and almost all the profits of the previous half month were included in it."

“When the effect of making money weakens and the effect of losing money increases, it’s actually time to take a rest.”

"Hey, you still have to learn to short positions!"

"The one who knows how to buy is the apprentice, the one who knows how to sell is the master, and the one who knows how to short positions is the ancestor. I didn't understand this before, but now I feel...it's so damn right."

"Look at Mr. Su's transaction records. He is as quiet as a virgin and as active as a rabbit."

"Yes, Mr. Su basically retreats quickly after one attack, and then takes a light or short position to wait for the next important opportunity."

"This is the top master!"

"It's a pity that I can't learn. I can only envy you."

"Hey, don't be envious. You can't learn it, but it doesn't stop me from grabbing a lot of shares of the 'Yuhang No. 3' fund issued by Mr. Su today."

"Damn it, I got a share, you're awesome!"

"How much did you grab? If the top price is 10 million, can you transfer it to me for 5 million, and I will buy it at a premium of 5%."

"It's only 7 million shares, so I have so much idle funds in hand, but to be honest... it's really hard to grab it. My online subscription was stuck for a long time."

“If you grab it, you’ll earn it, I’m envious!”

"Speaking of which, Mr. Su is issuing a new fund at this time, and it is still 10 billion in size. Is he holding back some big move? What do you think of the 'Yuhang No. 3' fund launched today? What is the purpose of this new fund? Can the issuance explain Mr. Su’s attitude towards the market?”

"It should still explain something about Mr. Su's attitude towards the market, right?"

"Are you bullish or bearish?"

"Of course I'm bullish. If I'm bullish, why would I issue a new fund at this time?"

"I also think it's bullish. I guess Mr. Su has some ideas about the market outlook. After all, after the new fund is successfully launched, the next step is to consider building a position, right? With a scale of 10 billion... on such a large scale, it can The layout can only be done on major themes such as 'infrastructure' and 'state-owned enterprise reform'."

"Hey... judging from the direction of the new fund issuance, it seems that this is indeed possible!"

"Then let's keep an eye on the news of the 'Yuhang No. 3' fund product first, and then take a look at it later. I guess it won't take long, and Mr. Su will definitely take action."

"No matter which direction you analyze it from, since the 'Yu Hang Group' has issued its third main fund so urgently, it means that their subsequent views on the market should not be too bad."

"But if the subsequent market trend won't be too bad, then where is the logic of the market's turnaround?"

"I don't know. If I knew, I would be Mr. Su."

"Just keep an eye on Mr. Su's trading seat. If the next wave of mainline market trends such as 'infrastructure' and 'state-owned enterprise reform' occurs, Mr. Su will definitely expose his trading seat on the dragon and tiger list."

"That makes sense. Let's focus on Mr. Su's 'Fortune Road' seat first."

"Yes, we must keep an eye on them. If we don't see the rabbit, we must follow the trend. If we want to follow the trend, then we must follow the trend unconditionally."

The news in the group was refreshing rapidly. The hot money investors who were most keen on the development of market conditions, when the pessimism was spreading, also creatively linked the successful issuance of the 'Yuhang No. 3' fund to Su Yu's views on the market outlook. Being together created countless associations.

And similar to this group of hot money groups...

At this moment, other domestic private equity institutions, public equity investment institutions, and even the majority of retail investors in the market were shocked to see that the "Fortune Road" seats were once again listed on the dragon and tiger lists of the two cities, and once again showed net sales of seats, the discussion became heated , is also unprecedentedly intense, with various interpretations emerging one after another.

Of course, being the central figure behind the trading desk.

At this moment, Su Yu basically laughed off the various speculations, discussions, interpretations, etc. coming from all parts of the market and various forums.

"Aren't we being a bit too high-profile like this?"

After browsing the Internet, there were many discussions and speculations about the important trading seat of the company's main fund, namely the 'Fortune Road' seat. In the trading room, Li Meng frowned slightly and said with some worry: "The discussion is too hot. If this continues, …I am afraid that in the eyes of regulators, our institution is suspected of using its trading seats to manipulate market sentiment, manipulate market prices, and seek personal gain.”

"No." Su Yu responded with a smile, "We didn't do it on purpose."

"However, the influence of this important trading seat of our institution, 'Fortune Road', is indeed growing." Li Meng said, "It is true that all fund trading seats cannot be bound to this trading seat. Otherwise, our capital will become larger and larger, and we will only become more and more passive."

Su Yu nodded and said, "That's for sure. This is why I asked you to apply for an institutional seat."

"Master, the market investment sentiment has completely turned bearish. It is estimated that next... the market price will accelerate downward again, right?" While Su Yu and Li Meng were talking, Liu Yuan carefully reviewed the market and said, "If the price is 2200, If we use the index as an adjustment expectation, the time and space should not be long. If we want to make arrangements one step ahead, shouldn't we make some plans?"

Su Yu pondered for a moment and said, "Don't worry, the space and time for market adjustment will not pass so quickly."

"After the 'Yuhang 3' fund is officially closed, in which direction should the initial bottom position be established?" Liu Yuan paused and then asked, "Stay with the 'Yuhang 1' and 'Yuhang 2' No. 'Are the funds consistent?"

"What do you think?" Su Yu asked, seeing Liu Yuan's positive attitude.

Liu Yuan thought for a while, shook her head and said: "At present, I can't see the long-term market direction of the market. Perhaps the two main directions of 'infrastructure' and 'state-owned enterprise reform' are still the market's strongest expectations in the future. The core main line direction with the largest imagination space, but the current internal chip structure of these two main lines is not ideal. If you want to lay out in these two main line directions, you will probably have to wait until the internal chip structure of these two main lines is stabilized again. It will be better after the time and space adjustments are completed.”

"Then let's wait until these two main directions, the internal chip structure is stabilized again, and the time and space adjustments are completed." Su Yu responded with a smile, "Investment is a matter that tests patience. There are no good opportunities and directions. , then let’s rest.”

"When the opportunity comes, we can't hesitate."

"But the opportunities are unclear, the market direction is unclear, and when we are unsure, there is no need to forcefully attack to get some chips of uncertainty."

"Calm down and patience, from beginning to end, are the two best ways to win in this market."

"Understood!" Liu Yuan responded seriously, realizing that she was too impatient.

Seeing that Su Yu was somewhat rude in his words, Li Meng couldn't help but smile and smooth things over: "Your master is like this. He is not polite at all when he trains others."

"It's okay." Liu Yuan responded, "You can learn a lot from master."

What she said is all true. In the past year, since she entered Yuhang Investment, the financial market trading strategies, experience, knowledge, etc. she has learned from Su Yu are basically more than she has ever learned in her previous life. It also greatly improved her personal abilities.

Therefore, she was grateful to Su Yu from the bottom of her heart.

Naturally, when faced with some reminders and reprimands from Su Yu, he would not really care about them.

"Mr. Su..." At the moment when Li Meng comforted Liu Yuan's mood, Liang Bin, as the manager of the company's venture capital department, suddenly knocked on the door of the trading room and barged in near the end of the day. He looked quite excited on his face. Authentic, "The 'Vail Semiconductor Company' you asked us to contact before has results!"