Chapter 607: Consistency of emotional expectations!

"Sure enough, what I said is that it is impossible for the securities sector to experience a sustained upward trend."

Faced with the explosive rise and fall in the securities sector of the market, many people among the broad group of investors participating in the market felt this way.

"It is best not to move in the securities sector. If the main line of the market is moved, the market will inevitably be chaotic."

"No, I don't know which way of financing the securities is disgusting enough. Those who chased the securities sector at a high level today must have been trapped again, right?"

"Since the Shanghai Stock Exchange Index broke through 2,500 points, this sector has not outperformed the index."

“Not only since the Shanghai Stock Index broke through 2,500 points, but also since the lowest point of this round of rebound was 2,000 points, in almost half a year, the securities sector has not had any outstanding performance, and it is obviously weaker than the trend of the market. During this period, the main funds have pulled back several times. There is no consistent synergy of funds in this direction.”

"On the main line of 'Big Finance', there are hold-up orders of at least 500 to 600 billion yuan, or even trillions of hold-up orders. If the volume of hold-up orders at this level does not have enough positive impact, how can it be possible to form a unified force of market funds? Main funds If you pull this section, you are stupid."

"Indeed, the main lines of investment in the two major industries of 'infrastructure' and 'military industry' are still stable!"

"At present, in the market, only these two major industry investment main lines can gather popularity and sentiment, right?"

"That's for sure, otherwise why would funds be concentrated in these two main areas?"

"The main funds in the market are converging on these two main lines. The most important thing...is that these two main lines can make money and have sufficient money-making effects, right?"

"Yes, only sufficient and sustained money-making effects can truly gather market sentiment and sentiment. At present, in addition to the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt' that revolves around the two main lines, ', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central and State-owned Enterprises' and other core conceptual theme areas, other investment main lines simply cannot drive market sentiment and emotions."

"Look, as the explosive volume of the securities sector has fallen, the two main lines of 'infrastructure' and 'military industry', which were originally slightly sluggish in early trading, have begun to surge upward again."

"This is not surprising. As long as other main areas of the market do not siphon funds, the active and main financial groups in the market will inevitably continue to invest in the two main areas of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt'. ', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central and State-owned Enterprises' and several major conceptual themes are gathered together."

“I feel that the other core main lines of the market are basically the blood packages of the two main lines of ‘infrastructure’ and ‘military industry’!”

"Yes, I feel that as the two core main lines of 'infrastructure' and 'military industry' continue to make breakthroughs in the future, other traditional investment main lines, as well as emerging industry concept main lines and other fields, will be siphoned off by these two core main lines."

"There is no way, as I said before, except for the two core main lines of 'infrastructure' and 'military industry', other main investment areas cannot gather consistent long-term behavior of funds, nor can they produce sustained money-making effects. Without consistent long-selling behavior and sustained money-making effects, other major funds inside and outside the market will definitely not be active in following suit.”

"It is safest to follow the position direction of the 'Yu Hang Series' fund managed by Mr. Su."

"It is true that since the Shanghai Stock Exchange Index broke through 2,500 points, the stocks with the best growth in the entire market are a series of stocks held by the 'Yu Hang Group'."

"There is no way. The stocks held by the 'Yu Hang Series' fund managed by Mr. Su are basically core stocks with strong expectations and excellent fundamentals in the two core market areas of 'infrastructure' and 'military industry.' What else can we speculate in these stocks?”

"At present, it is better to follow the market trend."

"The strongest trends in the current market are the two main lines of 'infrastructure' and 'military industry.'"

"As long as market funds continue to gather and flow into the two main lines of 'infrastructure' and 'military industry,' then the market prices of these two main lines will definitely continue to rise."

"Sure enough, following the trend is the easiest way to make money. Since the Shanghai Stock Exchange Index broke through 2,500 points, I have been holding positions in the 'Yuhang Series' infrastructure product concept stocks managed by Mr. Su. I have recently made almost 20% profit, while the Shanghai Stock Index So far, the index has increased by about 6 or 7 points."

"Hey, I really should have recognized the market trend earlier. After the Shanghai stock index broke through 2,500 points, I felt that the previously weak sectors would definitely be able to make up for the gains, so I bought heavily in stocks on the main line of 'technological growth'. Thinking about it... not to mention that it is significantly underperforming the market index, it is also losing money."

"In addition to the two main industry sectors of 'infrastructure' and 'military industry', as well as several core concept sectors such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', other The concept and industry sector are actually still in the process of continuous bleeding."

"Hehe, if nothing else happens, other concepts and industry sectors will continue to be sucked by the core investment lines of 'infrastructure' and 'military industry'."

"The so-called principle that the strong will always be strong will never change in the stock market."

In the discussion room...

The market trading time moved to 11:30, and the two cities ushered in the closing time.

The Shanghai Stock Exchange, Shenzhen Stock Exchange Index, and ChiNext Index all continued to close higher, and the two cities showed a moderate increase in volume.

Main lines of investment in major markets.

In the early trading stage, the securities sector, which had performed well at one time, showed a trend of rising and falling. It went from outperforming the market index by a large margin to rising and basically keeping pace with the market. Its associated banks and insurance companies The sector is still significantly weaker than the broader market index.

Other traditional investment main lines, as well as the ‘technological growth’ main line in emerging industries.

The performance is basically in sync with the broader market, and there is no independent market trend.

In addition, in many industry sectors and concept sectors, large capital groups are still flowing out, converging on popular main areas such as ‘infrastructure’ and ‘military industry’.

And there are two main areas like ‘infrastructure’ and ‘military industry’.

As well as the core conceptual subject areas focusing on the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', after experiencing a brief emotional divergence when the securities sector rose in early trading, in the securities sector The sector failed to form a synergy of funds. In the process of rising and falling, emotions and funds gathered together, leading the index to a new high, and once again became the main sector leading the market.

Faced with such closing results.

The majority of investors in the market are basically able to accept it and have full expectations.

Moreover, after repeated market adjustments, everyone found that there were only two main lines of investment in "infrastructure" and "military industry", as well as the "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Reorganization of Central and State-owned Enterprises". 'Several core concepts and themes can really affect the market's emotional nerves, can truly condense market investment sentiment, and can truly form a unified synergy of funds and a strong money-making effect.

Everyone’s expectations for these main directions are becoming more and more intense and firm.

At the same time, incremental funds from all parties entered the market.

When subconsciously choosing the direction of market investment, more and more people are converging in these directions.

This directly leads to the fact that the stock prices of these core stocks with hype and investment value in the main direction cannot fall at all, and there is no chance of a correction at all.

Of course, in this.

Concept stocks in the main fields of 'infrastructure' and 'military industry' held by the 'Yu Hang Group' are the most popular, and they also gather most of the market's active funds and enthusiasm for speculation.

"How is the result of opening a position?"

At around 12:30 noon, Su Yu, who had finished his meal and returned to the main fund trading room, asked Zhang Guobing, who was in charge of the "Yuhang 4" fund product trading task.

Zhang Guobing took a look at the backend data and responded: "In the morning, our trading team built a total of about 2.6 billion positions in the entire securities sector. Among them, the four branches of 'Huaxin Securities, Huashang Securities, Huatong Securities, and Huatai Securities' For stocks, the proportion of buying chips accounts for more than half of the opening position.”

"Well, not bad." Su Yu said with a smile, "Continue to buy in the afternoon according to the rhythm of the morning. You don't have to pull the market, and you don't have to deliberately maintain the market trend of the stocks that have established positions. As long as there are large orders flowing out of the corresponding target stocks, Then start taking it. If there are no big orders, then move up tentatively to bring the stock price to the corresponding pressure level, and then collect a large amount of chips.

At present, the main focus of the market, as well as the direction of sentiment and expectations focus.

It is still on the main lines of the two major industries of ‘infrastructure’ and ‘military industry’, as well as the main lines of concepts such as ‘Eurasian Economic Belt’, ‘New Era Road, Maritime Silk Road’, and ‘Reform and Reorganization of Central and State-owned Enterprises’.

At this time, market funds are fully concentrated in these main areas.

It will naturally cause bleeding effects in other main areas, as well as other industries and concept sectors.

In this way, as long as the sentiment and continuous profit-making effect of the current core main lines of the market, "infrastructure" and "military industry", remain, then at this stall, other major main lines that require huge main funds to continue to undertake market operations will obviously not be able to come out.

In other words, at this time...

The line of ‘big finance’ will continue to gain significant momentum.

In this way, this is a good entry point for us to enter and build a position. We must grasp it, and at the same time, we must boldly undertake and buy chips without being afraid of adjustments.

At present, ‘infrastructure’ and ‘military industry’ are the core main lines of the market.

Emotions and expectations have clearly begun to reach a climax, and as the market moves upward, the amount of funds required to undertake is getting larger and larger. Many internal profit orders should be unable to help but want to stop profits.

Under this circumstance, the upward trend of the core main lines of the market such as 'infrastructure' and 'military industry' should not last too long.

In this way, the time window left for us to build a position will not be too long.

Wait until these core main lines of the current market have finished this major uptrend and entered a period of short and medium-term rest and adjustment.

When the time comes, the active capital groups that have retreated from these main areas, as well as the main capital groups of all parties, will most likely notice the investment value and hype value of the "big finance" line.

At that time, more funds began to pour into the ‘big finance’ related sectors.

If we want to get cheap chips again and want to buy large amounts of money on the market without any scruples, I am afraid it will be very difficult.

Therefore, the national soldiers...the current time window is rare and must be fully grasped. "

Zhang Guobing heard Su Yu's analysis and advice, nodded heavily, and responded: "Don't worry, Mr. Su, our 'Yuhang No. 4' fund product can be completed in about ten days or half a month." The main line of finance has been laid out. I believe that it will be based on the current market trends and the degree of emotional interpretation.

‘Infrastructure’ and ‘military industry’ are the most popular investment lines in the major markets.

If the market continues to rise for about half a month, it will not be a big problem. After all, the market has developed in almost half a year.

There are currently a lot of main funds gathered in the two core main lines of ‘infrastructure’ and ‘military industry’.

If these funds want to stop their profits and withdraw safely, it is not something that can be done in a short time.

Even if the short-term sentiment and expectations of the core main lines of "infrastructure" and "military industry" peak, the stock price should still be able to rise for a while, or maintain a sideways trend of heavy volume and stagnant growth during the high stage. "

"Okay!" Seeing that Zhang Guobing had his own trading plan, Su Yu said no more.

"Master, since you have judged the two main lines of 'infrastructure' and 'military industry', you have begun to enter the emotional climax stage and have reached the stage of profit-taking." After hearing the discussion between the two, Liu Yuan thought for a while and interjected, "Then our main positions are focused on these popular mainline fund products. Should we also start trading operations that slowly exit?"

Although, the current main lines of investment in the two major industries of ‘infrastructure’ and ‘military industry’.

As well as several core concepts and themes such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'.

The corresponding stock market has very sufficient liquidity.

At the same time, it also focuses on the active capital groups in the entire market, as well as the attention of incremental capital groups.

However, the positions held by their three main fund products in these main areas are still too large. Even if the liquidity is sufficient, once they want to stop profit and exit, it will take some time to complete.

This requires them to predict the development of market conditions and emotions in advance and change their trading ideas and operations in advance.

At the same time, because of their "Yuhang Series" fund products, they have a great impact on the current market sentiment, investor confidence, and even the expected development of the main market.

This requires them to be more cautious when entering the market, and they must avoid market data in the early stages.

Otherwise, as long as their trading seats appear in the selling seats of the Dragon and Tiger List.

Then, the huge amount of follow-up orders in the market will inevitably cause huge trouble and impact on their trading operations and trading strategies, causing them to be unable to enter the market stably and lock in expected profits.