Chapter 679 A New Group of Investors Gathered!

Zheng Zhongming, general manager of the asset management business department, sighed helplessly and said, "How could I not know that chasing high on a large scale at this position would be very passive for our position building costs? But the entire market has formed a continuous squeeze trend, especially the securities and Internet finance sectors in the main field of "big finance".

How much money have these two sectors siphoned in the past one or two weeks?

Now that the bull market has taken shape, the market's investment sentiment, investment confidence, and investment risk preference will only continue to rise.

Our current position weight in the main field of "big finance" is still completely low.

If we don't chase high and buy in to enrich our chips at this time, as the market's expectations for the "bull market" become stronger and stronger, as more and more major capital institutions and off-site investment funds continue to enter the market, then it is obvious that the securities and Internet finance sectors, as the core hot spots of the market and the pioneer sectors of the "bull market", will definitely continue to be hyped by these newly entered capital groups.

At that time, it is very likely that the core stocks of the securities and Internet finance sectors will be at a higher position.

If we are not decisive, we will be in a difficult situation. If we chase high and increase positions at this time, there may be no suitable opportunity to intervene later, and the cost of holding new positions may be higher.

On the contrary, we intervene at this time.

Even after intervention, the securities and Internet finance sectors will usher in adjustments.

In the absence of fundamental changes in the form and logic of the "bull market", we do not have the advantage of holding costs and will not be trapped for a long time.

Moreover, after entering enough positions at this moment, even if there are adjustments later.

We can still continue to replenish positions at a relatively low level of adjustment to increase the weight of positions in this direction.

Therefore, the current opportunity to intervene in the two core hot sectors of securities and Internet finance, although there is a little suspicion of chasing high in terms of trading rules, from the perspective of long-term investment logic and investment strategy, there is no problem with the direction of its trading.

Mainly...

The line of "big finance" is the early charge position for the development of the "bull market"!

If we do not get enough chips, it is easy to be left behind by other main institutions in the market performance at this stage. "

Deng Jialun pondered for a while and felt that Zheng Zhongming's words made sense.

Indeed, in the case that the market's 'bull market' pattern is already very clear, and the trend pattern and the hierarchy of the main line market are very obvious.

It is far more appropriate to buy chips at high prices than to continue to wait and see with empty positions.

After all, only when you have chips in your hands can you participate in the market game, and at this time, their funds as a whole still maintain a holding weight below 50%, which is also a joke.

Of course, this is also the reason why they have not found a suitable entry opportunity when the 'big finance' suddenly broke out and the Shanghai Composite Index hit 3,000 points.

A sharp squeeze trend suddenly unfolded, and they have not found a suitable entry opportunity.

But at this time, Deng Jialun knew that in the face of the core main line of the market, after quickly switching from the 'infrastructure' and 'military industry' fields to the 'big finance' main line field, under the continuous squeeze rebound trend, if they still insist on running with a low position, especially insisting on not increasing the chips in the 'big finance' main line field, I am afraid that it will be difficult to explain to the company's top leaders.

"Okay!" After thinking for a while, Deng Jialun nodded and agreed to Zheng Zhongming's proposal, responding, "Then let's make adjustments to the overall infrastructure positions at this point, and increase the securities and Internet finance stocks on a large scale. However... Mr. Zheng, do you have any opinions on the specific stocks we increase our positions in these two core sectors?"

"What do you think?" Zheng Zhongming laughed.

Regarding the selection of specific stocks, Zheng Zhongming felt that it was not appropriate to interfere too much with Deng Jialun, and he also felt that Deng Jialun should have enough independent judgment in this regard.

Deng Jialun thought for a moment and said, "As the saying goes, 'the strong will always be strong', I think the continuous squeeze and rise of the securities sector and the Internet finance sector in the previous stage has actually selected the core leading targets for the market. We should choose stocks with the highest degree of capital concentration, the best popularity, and the strongest trend pattern in the main line of 'big finance' in the market in the past two weeks."

"But the performance of the stocks you mentioned after the opening today doesn't seem to be very good?" Zheng Zhongming said, "Such as 'Huaxin Securities, Huatong Securities, Western Securities, Oriental Securities, Tonghuashun, Oriental Fortune, Hengsheng Electronics...' These stocks have shown obvious adjustment trends, and there are quite a few differences in the market today."

Deng Jialun laughed and said "As the saying goes, 'buy when there is disagreement, sell when there is agreement', isn't the adjustment of core leading stocks exactly the buying point we are looking forward to?

As long as the market's expectations for a 'bull market' continue to increase.

As long as the fundamental logic expectations of the two major sectors of securities and Internet finance continue to reverse, the volume of trading in the two markets, as well as the new investor groups entering the market and investment funds continue to increase.

Then, the market for these core leading stocks will not be cut off.

And I can foresee that as the low-level component stocks and concept stocks in the two major sectors of securities and Internet finance complete their rebound and keep up with the trend of the sector and index, then next... these core leading stocks that have already cleared a large number of profit-taking and unwinding positions.

There is a high probability that new major funds will be taken over, and the market will probably rise further.

At this time, if we buy these leading stocks that have obvious differences in performance today and are not that strong, the risk should be far better than following up on the low-level concept stocks that have made up for their gains today. "

"'Buy on disagreement, sell on consensus', this saying... is somewhat interesting!" Zheng Zhongming chuckled and said, "Okay, I'll do as you say."

After speaking, Zheng Zhongming turned his head and continued to look at the market performance.

Then, after encouraging all the traders in the trading room, he turned around and left the main fund trading room.

After Zheng Zhongming left, Deng Jialun immediately issued instructions to the various trading groups in the main fund trading room to buy the leading stocks in the securities sector and the Internet financial sector.

With the influx of large amounts of follow-up funds from Huatong Bank’s proprietary investment department...

The originally well-defined market conditions could not help but change again. Stocks that were obviously divergent, such as 'Huaxin Securities, Huatong Securities, Western Securities, Oriental Securities, Flush, Oriental Fortune, Hengsheng Electronics...' were following the market. The high level of main buying funds is crazy.

As the trading time went by, it gradually turned into a consistent long and rising trend.

And driven by another surge in volume after these stocks briefly fluctuated, other core component stocks in the main areas of "infrastructure," "military industry," and "technological growth" have also been driven up.

This caused the Shanghai Stock Index to once again break through new intraday highs and new yearly highs at around 10:30.

It brought the intraday increase to 1.75%.

Similarly, the Shenzhen Stock Exchange Index and the ChiNext Index also rose simultaneously.

After that, wait until the market trading time passes 11 o'clock and enter the last half-hour trading session at noon.

The entire market has once again entered a general upward trend.

Finally, when 11:30 noon arrived and the two cities closed at noon, the Shanghai Stock Index almost reached the 2% intraday increase mark, while the Shenzhen Stock Exchange Index and the ChiNext Index also closed with an increase of more than 1.5%. The entire two cities , the industry sector and the concept sector have achieved full red, with almost 2,000 stocks, only less than 300 stocks are in decline, and the vast majority of the rest have risen.

Faced with the market explosion, the extreme money-making effect.

Especially in the face of this money-making effect, which has lasted for two full weeks.

The vast investor group inside and outside the market is full of desire to increase positions and extreme long sentiment.

"Haha, is this a bull market? Sure enough... the money-making effect is really explosive!"

At a time when long sentiment and desire are overwhelming inside and outside the market, the mood of the vast retail investors gathered in the trading platform discussion area and on major stock discussion platforms is also high.

"The bull market in 2006 and 2007 failed to catch up, but this wave... finally caught up."

"This should be a bull market at a historical level. After all, in the last bull market, when the Shanghai Stock Index was at 3,000 points, the market turnover was only about 150 billion to 200 billion. In this wave, the volume has exploded to close to 700 billion. Comparatively At the same position in the bull market, the volume exploded almost three times.”

"The explosion of energy is terrifying, but the number of stocks and the volume of circulation in the market today have significantly increased by at least double compared to that time!"

“But now the market has a killer weapon called Liangfong.”

"Yes, financing is a powerful tool to help rise and fall. Now there are no doubts about the 'bull market' pattern of the market. Then, financing will definitely continue to skyrocket, and then further radically promote the market. I think this time …The time period for the Shanghai Stock Exchange Index to reach 5,000 points is definitely faster than the previous bull market.”

"There is also something called index futures later. It seems that these things also help the rise and fall, right?"

"In short, this round of market capital, with financing leverage, is obviously much more abundant than the previous bull market."

"That's for sure. I heard that the central bank will cut interest rates and lower reserve requirements in the future."

"I won't talk about the central bank's interest rate cuts and RRR cuts. This horoscope has not been mentioned yet, but the opening of the 'Shanghai-Hong Kong Stock Connect' has only been a few days. After the opening of the 'Shanghai-Hong Kong Stock Connect', Southern Capital will undoubtedly Faced with a historic market trend like A-shares, there will definitely be a large-scale investment in the north. "

"Didn't the regulators say that? The opening of Shanghai-Hong Kong Stock Connect will at least bring more than 100 billion in incremental funds to the A-share market."

"I think the incremental funding of 100 billion is definitely underestimated."

"I also think, hey... it seems that our A-shares are definitely going to siphon off the liquidity of Hong Kong stocks."

"Siphoning is good, I'm already full anyway, let's let the market storm come more violently, after all... I've been waiting for 7 years!"

“It feels like there are a lot of good things to come at the end of the year!”

"It goes without saying that the expected benefits are much better, and there are definitely more unexpected ones."

"There is no doubt that the market will definitely surge in the two months at the end of the year."

"Most likely, this year will be the best two months at the end of the year in the history of A-shares, right?"

"And the last two months are probably the performance stage for the main line of 'big finance'. After all, the main line of 'big finance', damn... the follow-up benefits and expectations are really too strong."

"The market turnover is 700 billion, and the margin trading balance is 10 trillion. I really want to see how the brokerages performed in the last quarter."

"The brokerages' operating data, especially the operating data for October, should be available in two days, right?"

"Well, it can be foreseen that basically, they should all skyrocket by multiples."

"I think the sector with the most explosive performance is probably the 'Internet Finance' sector. This year, the current 'Internet Finance' sector is different from last year. This year, the stocks in this sector have benefited from the outbreak of the bull market and are really supported by solid performance."

"The performance of these two checks, Tonghuashun and Dongfang Fortune, must have exploded."

"Yes, recently, these two major trading software have added a lot of new user groups, and more Moreover, now is the window for the mobile Internet to explode. "

"Wait for the end of the year to see the show!"

"However, the stock price trends of Tonghuashun and Dongfang Fortune have been really strong recently."

"Yes, Tonghuashun has almost had ten consecutive positive days, and there is almost no trend of intraday gains below 5%, which is ridiculously strong. Although Dongfang Fortune's recent trend is slightly worse than Tonghuashun's, the previous adjustment of Dongfang Fortune is not as fierce as Tonghuashun. Now, the overall valuation and historical stock price position of Dongfang Fortune are far higher than Tonghuashun. "

"Although both are the core leaders of the Internet financial sector, in terms of elasticity, I think Tonghuashun is still higher. "

"No matter which one is more elastic? Hold them all ...It can't be wrong."

"The Shanghai Composite Index is approaching 3,300 points. According to this rebound speed, by the end of the year, the Shanghai Composite Index will most likely be able to hit 4,000 points, right?"

"Yes, I am optimistic that the Shanghai Composite Index will hit 4,000 points by the end of the year."

"I am optimistic that the Shanghai Composite Index will hit 10,000 points next year, surpassing the Dow..."

"Haha, if it exceeds the Dow, then the overall market value of our A-shares will probably go straight to the US stock market."

"Shouldn't it be like this? In the past seven years, the market has been suppressed too much. This day... should have come long ago, and there should have been a big bull market long ago."

"Yes, at this time, we should be optimistic. At this time, those who are still bearish are really not well-intentioned."

"My boss heard that I was trading stocks and began to ask for my opinion. He was ready to invest money in the market. However, my boss knows nothing about stocks..."

"What's wrong with knowing nothing? Do you need any skills to buy stocks? Isn't it that you can make money by buying recently?"

"Yes, you talked about losses before, and said that it was difficult to trade stocks. I didn't feel that. I have only been in the market for 3 days, and I have made all the profits. I have made 12 points now."

"Why do I feel that I can make money even if I buy with my eyes closed?"

"I bought blindly, but I didn't expect... I got a daily limit. I asked my colleagues before, and they all said that the stock market is a scourge and advised not to touch it, but now... I think they are all scammers, damn... It's too easy to make money. I made a month's salary in a few days."

"I am also a novice. Does this market have welfare bonuses and luck bonuses for novices?"

"I also feel that trading stocks doesn't seem that complicated!"

"I also brought my friend in. He has made almost 10 points recently. I don't know if it's an illusion. I always feel that everyone seems to have a deep prejudice against the stock market before. ”

In the continuously updated posts in the discussion areas of major stock discussion platforms and trading platforms.

In the fierce and high-pitched discussions of tens of millions of online retail investors.

At this stage, it can be clearly seen that many newly registered or recently registered retail investors are becoming more and more active in speaking, and the entire field of online stock discussion platforms, the number of posts about the experience of such novice stock trading is also increasing, and it is becoming more and more popular.

Unlike the deserted situation of major stock discussion platforms half a year ago.

At this time, no matter which stock discussion platform, the popularity is hot.

And under this hot emotional interpretation, the number of retail investors who post their orders on the Internet is also increasing, and the number of novice investors attracted from the off-site market is also the same. More and more.

In this intense and excited discussion among retail investors.

The one and a half hour break at noon passed in a flash.

Even if there was no clear good news on the macro news during this one and a half hour break, driven by the high investment sentiment and investment confidence, and the continuous money-making effect of the market, the attention of the new investor groups attracted by the huge amount of investors was attracted.

At 1 o'clock in the afternoon, the market just started to jump.

Almost all the stocks in the market continued to rise in volume under the assistance of extreme emotions and the incremental funds that followed suit, further hitting the market's high space, condensing a stronger market money-making effect, and also interpreting the short squeeze trend to the extreme.