How long will the fund's monologue be sung?

The biggest feature of this week is the "28" phenomenon, with a handful of banks, real estate and steel stocks rising, and most stocks falling. The cause of this phenomenon is that the heart is unwilling to act as a result of the fund.　　The question is how long can the "solo" the Fund sing last? There is a phenomenon in the market that investors should attach great importance to, from May 5 (May 4 breakthrough earlier highs 2,579 points) so far, the Shanghai Composite Index rose more than 2%, but nearly 60% of the shares fell more than 2%; many plate indices (such as agriculture, forestry, food, building materials, etc.) have shown the trend of the peak decline.　　Looking back at the end of 2007, the index peaked in half a month to one months before the 6100多-point peak. Today, the constant innovation of the index is based on financial, real estate, steel and other weights caused by the weight, the macro niu A, this is the fund after the main force after the behavior caused by awareness. Fund positions generally have a research report as a basis, such as when a report reveals real estate bullish, the fund will rush to buy, holding a group of heating. The result, however, is that the fund's positions have recently reached a record level of more than the end of 2007, reaching nearly 80% per 85% of the fund's position. In the case of banks, property, especially property, which has recently had a considerable (20%~30%) rise, who is going to push up the share price of real estate and banks?　　Only by attracting the vast number of retail investors. How will the fund respond if the CDI of redemption surges?　　Therefore, the macro-niu, if the retail investors are not fooled, "28" phenomenon is likely to further evolve into a fund of "solo", and "solo" is not going to play. In the fourth quarter of 2007, the fund position reached 78%, 6,100 points to become the top, the fourth quarter of 2008, its position is only 59%, close to the lowest bottom line, 1664 points to become a phased large bottom.　　Now, with nearly 80% of the fund's positions, will history repeat itself? Operation suggestion for empty storehouse, wait for the trend to clear, rather lose 10%~20% opportunity, also can't blindly enter and do counter market. Believe at most before the end of May, the market gives a conclusion-whether it is the end of the rally, or a new round of bull market start!