"Chairman, like yesterday, there is no big change in the total holdings in concept stocks compared to yesterday." After the closing, after counting the number of buying and selling, Chen Yuhe quickly reported without waiting for Su Yue to ask, "Western Securities and Nanhua Securities, our holdings have already been released."

"Okay!" Su Yue nodded, "Now the total holdings of the fund should have dropped below 30%, right?"

Chen Yuhe replied: "Yes, we have added new positions since we bought at the bottom of 3,000 points. Currently, there are only 5 concept stocks, with a total of 530 million holdings."

"Well, after the emotions finally explode, we should all leave." Su Yue said softly.

From the bottom of 3,000 points to now, I have made a lot of profits. The rebound tends to end, the index is upward, and there is no room for it, so there is no need to nostalgia.

In a bear market, the root cause of losing money is to be too nostalgic.

Retracement is regarded as a reversal.

The underlying logic of Su Yue driving the fund into the market to buy at 3,000 points is to save the market, and then make some profits to make up for the fund's net value loss.

Nowadays, liquidity has been stimulated, trading volume has exploded, and chips have been fully exchanged.

On the verge of a risk of liquidating positions, those who should leave and cut positions have already appeared, and the risks have been alleviated and curbed. Even if the stock market continues to fall sharply in the future, it will not affect financial stability in a short period of time.

From the perspective of solving financial risks and maintaining financial stability, this round of rescue has been successful.

And his goal of "making some profits and making up for the loss of fund net value" has also been achieved.

Both purposes of entering the market have been achieved, so naturally we can no longer be nostalgic. We hold large-scale positions to seek risks and profits in the later stage of the rebound.

"Chairman, do you think this rebound is about to end?" Chen Yuhe asked.

Su Yue was silent for a moment and said, "I don't know, but the first stage of our hype should come to an end. From consistency to differences, and from differences to consistency, it's time to leave."

In a bear market, market sentiment gathers in difficulty.

Often, the hype trend is difficult to gather the second wave when it reaches its peak.

Therefore, the correct operation idea is to operate in a bear market, stop when it is good, and withdraw when it is beneficial.

"Oh!" Chen Yuhe responded, "In the past week, the fundraising level has risen, and the market's bottom-buying voices are endless, always giving people an illusion."

"We must always be sober," said Su Yue. "Before the fundamentals of the macroeconomics reverse, we should go to the right side of the market, not the left side."

"I understand." Chen Yuhe nodded.

In fact, her opinion on the market was somewhat different from that of Su Yue.

However, Su Yue's logical thinking was better than her. She could not object to Su Yue's views, so she could only passively agree and execute.

As far as she knows, many well-known private equity firms in China have entered the market to buy at the bottom.

The position is at least 50%.

Only their "Bentayga Capital" has the lightest holdings, which is about 30%. However, in terms of annual performance, the various funds of "Bentayga Capital" including Changling State-owned Assets Fund and Social Security 325 Fund, which are operated on behalf of others, are currently ranked among the forefront of the domestic fund industry and have not been left behind.

Of course, this is also because Su Yue made a wise decision to escape the top accurately at 6,000 points.

This has enabled each fund to avoid the terrifying continuous plunge in the bull and bear market, and outperformed most of the same type of funds in the market that were losing money.

After Su Yue and Chen Yuhe had a conversation, they inspected the Trading Department and the Trader Training Department.

He has given guidance to many employees who have questions and have obvious defects in the transaction.

At 5:30 pm, the new day's Dragon and Tiger List was announced. Western Securities perfectly avoided the Dragon and Tiger List and also hid the action of "Bentayga Capital" to significantly release positions.

The rest, China's mid-term, leading shares, and Unigroup Co., Ltd., are all on the list.

Among these three stock trading seats, Fortune Avenue and Changling Business Department are still constantly doing T-shirts, and the trading funds are not much different.

"It's 6th board, Mr. Su still keeps locking his position. This is the pattern!"

"The ignition relay trend of the three stocks that were moving at the same time on the last trading day is exactly the same. Mr. Su happened to be doing t in the same way on these stocks. Could it be that the ignition relay and reversal of these stocks in the past two days are all done by Mr. Su?"

"Isn't this very obvious? Who has this pattern except Mr. Su?"

"Mr. Su has at least 300 million chips in these stocks, right? He can remain unmoved. This is really admirable."

"After two days of big fluctuations, profit chips and unstable floating chips should be almost washed, right?"

"Looking at the performance of Unigroup Co., Ltd. after the closing of the board today, it is obviously much more stable than the previous trading day. I guess it will start to accelerate later."

"The market has been adjusted for two consecutive days, and it should have risen later, right?"

"It will definitely rise. The support of 3,500 points has been proven, and the chips have also been cleaned and exchanged a lot. In the future, it will definitely attack 4,000 points again."

"I hope I can change the decline in the previous few months. I have lost a lot this year, so I hope this wave of recovery."

"Dear everyone, venture capital, futures concept, these leaders have already been on the board for six consecutive times. How high can we see in the subsequent height? Is there any possibility of switching between the leaders at a high and low?"

"It is possible, after all, from the perspective of profit and risk ratio."

"If we continue to relay the leader, the risk will be very high, and Mr. Su's position is not small. If he really leaves the market across the board, it will create a trampling effect."

"Yes, Mr. Su has too much influence. Once sold, it will be impossible to follow the trend."

"But the main line of hype between venture capital and futures concepts is only these three checks, which are suitable for being the leader. Other tickets are either impure in concepts or too big for the plate, which makes it more laborious to pull up."

"I'm worried. The timing and location of President Su's appearance are generally not too tricky. Even if he follows the trend, it's still time to play."

"Of course, after doubling, if the market trend is not good, and if it continues to relay, there is indeed a risk of being buried. However, this has nothing to do with Mr. Su, but it is a problem with the height of the market."

"In fact, if these checks were not supported by President Su's seat, it would be difficult to reach the height of the sixth board."

"Everyone really doesn't understand the essence of short-term speculation. The leader is popular enough, let alone the chip relay, and the leader is changing hands step by step. Such a ticket will generally be cut off, and there will be no straight-up and down slash. As long as you want to appear, there will be enough opportunities."

"There are only stocks that lack liquidity, and a stock that is involved in the main force and directed and acted on by itself."

"The guillotine will only appear when the market is cut off."

"Besides, Mr. Su does hold a lot of positions in these leading stocks, but the current circulating markets are about 7 billion."

"Every stock, there is more than just Mr. Su on the market."

"From the bottom, Liyang Road, Rongsheng Road, Minghui Road, and a group of top hot money have their positions in it, not the only one. I am worried that the main force will be buried in it for a moment, and it will not happen at all."

"The essence of short-term trading is originally the leader to hit the board."

"It is not suitable to play ultra-short-term trading, but only suitable for trend trading and the so-called 'value investment' advocated by big funds and institutions."

"It's a pity that judging from the results in the past six months."

"Value investment, I lost my underwear, but I was super short-term and I could make some money."

"Yes, fast in and out, as long as the stop loss is instant, you can't lose much money. Instead, you are thinking about rebounding and reversing, and you will lose a lot of money."

"Hey, that's true, it's just annoying."

"Last year, I heard the nonsense about funds, saying that the world's aluminum giant, the king of the future cycle, asked me to buy Huaguo Aluminum for more than 50 yuan. Now my position has lost 63%. I am trapped so hard that I can't escape. Instead, I do short-term and pursue hot spots. This part of the funds that win and lose, which is considered much better than the long-term."

"Yes, don't slander Mr. Su. Mr. Su never cheated retail investors. Mr. Su escaped at 6,000 points, and prompted on the Dragon and Tiger List that I don't know how many lives he saved."

"At that time, the market was full of momentum, and he didn't need to sell it so urgently."

"But in the end, I will remind everyone through the Dragon and Tiger List."

"This pattern and courage are not comparable to other hot money and institutional bigwigs in China. As long as the stocks that Mr. Su participates in, even if the funds I follow the trend are finally buried due to the market trend, then I will admit it."

Facing the popular discussions and topics that everyone is still very popular with Su Yue on the Internet.

Nanhua, hot money Mou Zhengfeng said with jealousy: "This guy surnamed Su has many believers. Whether it is hot money or institutions, short-term entry, it is a zero-sum game, and it is all a waste of retail investors. As long as you participate in this market, there is no good village, haha... it's really ridiculous."

Next to Mou Zhengfeng, another hot moneyman Zheng Houtu said, "Old Mou, don't be jealous and thick with your neck."

"This Su's surname is indeed capable. Not to mention retail investors, hot money, institutions in the market, even Wall Street Capital has been harvested by him. We both follow the trend and make profits."

"Since we are also picking up people, don't pick up the bowl and eat, put down the bowl and curse my mother."

"This Mr. Su is also a native of South China. He has been so popular in the past year, and our financial circle in South China has also benefited a lot."

"I'm not jealous, I just think there are too many fools who praise him in the market." Mou Zhengfeng defended, "The Avenue of Wealth does have a strong appeal, but this appeal is a sharp weapon to harvest retail investors in short-term speculation, which helps rise and fall. If nothing unexpected happens, this wave of venture capital and futures concept, after he speculates, once the trend is cut off, the subsequent chaos will inevitably be a mess."

"This is not something you and I have to worry about." Zheng Houtu laughed, "Old friend, you have forgotten the essence of the transaction."

"We are hot money in the market and people chasing hot spots. After retail investors' lives and hot spots are hyped, whether they are messy has nothing to do with us. We just need to cash in profits in time and leave the market."

Mou Zhengfeng took a breath, as if he noticed that his words were too extreme, paused, changed the subject, and asked, "Old Zheng, how long do you think this round of market can last?"

Zheng Houtu shook his head and said, "I don't know, five boards and six boards are a hurdle."

"Now that you have been safely and the chips have been fully exchanged, and the expectations are consistent, the seventh board should not be a problem. As for a higher height, the market needs to cooperate and see how the Fortune Avenue operates."

"Fortunately, there are no other hot spots in the market that can drive the market, so the high and low switching cannot be done."

"Under such a situation, if the market cooperates, it will continue to be more optimistic about one or two boards."

After a pause, Zheng Houtu continued: "At least... there is no need to worry too much tomorrow. If I guess correctly, I will definitely shrink the volume and the daily limit tomorrow."

"After all, after two days of adjustment, the upward expectations have been further strengthened."

"certainly……"

"If we fail to get out of the expected shrinking volume board and continue to increase the volume significantly, it should be that Fortune Avenue will appear and the market will end here."

"However, General Su's pattern should not be like this."

After hearing this, Mou Zhengfeng nodded: "It's roughly the same as my guess. Of course, there are definitely many hot money in the market who have the idea of ​​the two of us."

"At the end of the trading session this afternoon, the closing of the board was more determined than yesterday, and the grabbing of the funds was more obvious."
To be continued...