"What the hell, I'm raising money, I'll go long next week with a full position!"

"The guidance of the programmatic document after ten years is really a huge benefit. Mr. Su's market sense...is too sensitive?"

"This time, the underlying investment logic of the main line of 'state-owned enterprise reform' is even harder."

"Next Monday, the index will definitely soar!"

"I can only describe it with one sentence: I feel like the bull market is really coming."

"Stop talking about it, go ahead and raise money, go ahead and raise money, I will buy it without thinking next week. If there is a bull market, the macroeconomic main line of 'state-owned enterprise reform' will most likely run through the entire bull market."

"We are optimistic that the Shanghai Stock Exchange Index will break through the 2,500-point barrier next week."

"Haha... I have been waiting for the bull market for 6 years, and I feel like it is really coming this time."

"Winter has passed and spring has arrived!"

"Buy, buy, buy. When the market opens next week, no matter how high or low the stock price is, we will immediately fill up our positions and rush to raise funds."

Under the influence of extremely high emotions and unprecedented bullish comments from the entire market investor group...

At this moment, Li Meng looked at the favorable interpretations of the 'Nine Articles of the New Country' by various institutional analysts and financial media on the Internet, and couldn't help but look back with some doubts at the person sitting next to her, who was chewing an apple out of boredom and looking at

Su Yu from TV asked: "Su Yu, did you know this news in advance?"

"How is that possible?" Su Yu responded, "This is a top-secret red-headed document instruction. How can I snoop on these policy information? Besides, all kinds of market information collected by the market intelligence department are basically entered into the company's internal database.

It’s in. If there’s any information that’s not in the database, that’s because I really didn’t find out about it.”

"But the good news tonight is really strong."

Su Yu paused and continued: "These institutional analysts are right when they say it is the 'Nine Articles of the New Country'. With this guidance, all parties will probably pay more attention to the capital market."

It’s time to move up a level, and there are suggestions on the development of the ‘private equity industry’. I estimate that some of the regulatory rules in our industry will be relaxed and relaxed in the near future, lowering the entry threshold.

, bring in more funds.”

"Generally speaking, this is a shot in the arm for the domestic capital market and has the power to fundamentally change the basic development of the domestic capital market."

Of course, based on the past memories in his mind.

Although he did not expect that the high-level regulatory agencies would release such benefits at this time, he clearly remembered the two main directions of 'infrastructure' and 'state-owned enterprise reform', and he also knew that the country would resume its macroeconomic development.

Launch the "big infrastructure" strategy and continue to use "urbanization construction" to stimulate domestic economic demand.

Therefore, even if there is no such major positive stimulus, it will not affect the market explosion of the two major macro themes of "infrastructure" and "state-owned enterprise reform".

But now, with this major benefit, these two major market trends may explode even more violently.

"Really not?" Li Meng said somewhat doubtfully.

Su Yu responded with a smile: "It's really not possible to find out in advance. After all, this kind of inside information is not something that ordinary organizations can find out. And even if you find out, operating based on this kind of information will cause endless troubles."

"That's right!" Li Mengmeng thought for a while and continued, "But looking at the market trend in the past few days, there are signs that the main funds are accelerating inflow. Some funds should have smelled some signs."

"It must be so." Su Yu nodded and said, "There is no airtight wall in this world."

"If this guidance message can be implemented, the domestic capital market ecology should change drastically in the future!" Li Meng lamented, "The last round of bull market was stimulated by the split share structure reform after the issuance of the 'National Nine Articles'

The tide is rising, this time...it is very likely that this is the opportunity!"

"It's okay to be optimistic, but you can't overestimate your expectations at once." Su Yu said, "Although the current market sentiment and confidence have been initially established, the financial situation has not been completely converted, and this kind of programmatic guidance,

Although its impact on the market is far-reaching, it will take a long time to ferment before it can slowly change the market ecology and various fundamental logics. In short...it has a limited impact on short-term market trends. At this time,

If your expectations are too high, you will probably be disappointed if there is no strong financial support."

Li Meng heard the implication in his words and asked: "Listening to what you mean, do you think the market may run out of good news and fall back? Is there a high probability that this rebound will not exceed 2,500 points?"

"As you just said, the speed of main capital inflows into the market in the past few days is obviously abnormal." Su Yu said, "These funds were deployed in advance, which increased the market space and also directly brought sentiment to a high point. In the short term,

The profit is not small. If the market opens too high next Monday under this huge positive news, then it would be strange not to sell these latent funds. In addition, after the index crosses 2400 points, it will enter the lock-up market and the chips will be quite intensive.

The core pressure zone is here, so... the potential profit taking and the large number of sell-offs cannot be sustained with the market's current capital of 100 billion. That's why I say that next week's trend may not necessarily be the same.

Proceed in accordance with everyone’s optimistic expectations.”

"Of course……"

Su Yu paused, and then said: "Although there is a high probability that the benefits will be exhausted at this position, and there is a possibility of index adjustment, the major risks are still controllable, and the market's upward trend will not change."

"So according to your expectations, has this position reached our profit-taking target?" Li Meng asked.

Su Yu thought for a while and said: "It depends on the actual market acceptance after the market opens next week, and whether there is any other news to promote it?"

"Other news push?" Li Meng grasped the key words and was slightly stunned.

"Yeah!" Su Yu nodded, "Didn't it say that in the 'Nine Articles of the New Country'? Speed ​​up and increase direct financing. This also means that the senior leaders are seriously dissatisfied with the work of the regulators in the direction of IPO.

, the problem of 'IPO barrier lake' has accumulated to a serious level during the nearly two-year suspension of IPOs. Now that the opinions are issued, it is estimated that the people in the IPO Review Committee will not be able to sit still."

"You mean the IPO will be restarted soon?" Li Meng slightly said in surprise.

Su Yu responded: "This is inevitable. Originally this was a suspension, but it is different from last time. This time it is about adjusting the scale and system of stock issuance. It does not say a complete suspension of IPOs. It is just that the market understands it as

Just like last time, this resulted in a strong short-term rebound in the market and restoration of confidence."

"The regulators want to heat up the market as quickly as possible and complete their tasks."

"There was no explanation given for the market's misunderstanding, and the relevant news was allowed to ferment."

"That's bad!" Li Meng said nervously, "The current confidence in the market is restored, and funds from all walks of life are returning to the market. This is caused by the relative abundance of funds after the IPO no longer pumps blood on the market. If the IPO is done so quickly,

If we restart, the impact on the market trend will probably be insignificant."

"There will definitely be an impact, but it shouldn't bring the market back to the state it was at at the beginning of the year." Su Yu said, "After all, many smart funds entering the market should have some expectations for this, and if the regulatory authorities adjust

If the issuance system reduces the issuance scale and the valuation of the stocks issued, it will create some new money-making effects for the market, thus forming a demonstration effect for the majority of retail investors to make money by entering the market. It is not necessarily a pure negative. Let’s see how the regulators respond!

"

Li Meng was silent for a while, thought about it, paid attention to Su Yu's expression, and said with a smile: "Looking at you, you seem to be quite optimistic about this?"

"High-level regulatory agencies have stimulated us with the 'New National Nine', how can we not be optimistic?" Su Yu said with a smile, "IPO issuance is a part of the market. No matter how much everyone resists, this system must be implemented. Besides...

...The market is going back and forth with these stocks, and it’s time for some fresh blood. Restarting after IPO adjustment will definitely be negative in the short term, but if the issuance speed, issuance scale, and issuance valuation are properly controlled, it may not be a bad thing.

, the so-called bad thing may become a good thing. According to the current market sentiment and confidence that has been fully heated up, I believe that the market can digest the restart of IPO at this time."

"So... you still stick to the long-term trend and judge that this is the starting point of the bull market?" Li Meng continued to ask.

Su Yu nodded slightly and said: "Inflation has fallen, the economy has recovered, high-level regulatory agencies have reshaped the basic system and basic logic of the capital market through the 'New National Nine Articles', 'Infrastructure', 'State-owned Enterprise Reform' has begun, and 'Mobile Internet'

, the demand for the 'smartphone industry chain' has surged. Regardless of the macro, micro, financial, and policy aspects, it has reached an inflection point. In addition, the entire market is at the bottom of extreme valuations. The long-term trend is not optimistic at this time.

How long will you stay?"

"Okay!" Li Meng responded, "Then we will continue to maintain our current positions and be optimistic about the market."

"No!" Su Yu denied with a smile, "If the next market news develops as I expected, then taking advantage of the restart of the market IPO to reshape the chip structure on the market should be our best next round.

There is an opportunity to adjust positions. Although the two main lines of 'infrastructure' and 'state-owned enterprise reform' are long-term trend lines, the market cannot change overnight. When these two main lines complete the first phase of the task of heating up the market, the short-term trend will be

After expectations reach the extreme, with a large number of short-term profit taking and the selling of historical hold-up orders, the market will probably stay at a relative position, hovering and consolidating for a long time, and eventually form a gathering chip platform before it can continue to break through upward."

"Before that, we don't have to stick to this one area, we have to make appropriate rotation adjustments."

"but……"

Su Yu thought for a while and then said: "At present, we can have extremely strong expectations, and the chip structure is relatively clean. After the two core main lines of 'infrastructure' and 'state-owned enterprise reform' have briefly stopped, we can take on the main funds in this area."

In the sector area, it has not yet manifested itself clearly, so we have to wait a little longer."

"Isn't your next favorite sector that can take over the market rotation the military industry?" Li Meng had discussed this issue with Su Yu before, vaguely remembering Su Yu's judgment at the time, and couldn't help but ask at this moment.

Su Yu nodded and said: "In my expectation, it should be in this field, but the current market news and other opportunities that may trigger the market in this field have not appeared, so... we have to continue to wait,

Only when certain opportunities arise can I truly judge where the next market will fall."

"Okay!" Li Meng responded, "Then let's take one step and watch!"

"Yes!" Su Yu continued to nod, thought for a moment, and then said, "Oh, by the way, we can prepare the application and filing for the next fund."
Chapter completed!