The investment era of rebirth

Chapter 376 Net worth announcement, market legend!

In addition to index performance, the main concept, industry sectors, and popular stocks.

The two core lines of 'infrastructure' and 'state-owned enterprise reform' maintain a high level of strong volatility. The core industry sectors, concept sectors, and popular stocks in the field have almost all refreshed the high point of this round of rebound. The profit-making effect in the field of the main line, Still strong, bullish sentiment and expectations are also rising steadily.

The sectors of 'medicine' and 'consumption', which performed well during the session, finally fell back from the high point of the session to the original point at the opening. Related popular stocks fluctuated a lot, but there was no large-scale trading situation.

The sluggish big finance, coal, non-ferrous metals, electronic information and other fields are still sluggish, maintaining a low-level shrinking and oscillating mode throughout the day, following the fluctuations of the index, and there is no obvious change.

As for the emerging industries such as 'Internet', 'Mobile Internet', 'Smartphone Industry Chain', and 'Film and Television Media' led by the Small and Medium-sized Board and the Growth Enterprise Market, their performance today was significantly weaker than that of the broader market. Many popular stocks in the "smartphone industry chain" field have shown signs of heavy volume and sharp decline, making many investors who hold this field feel restless and scolded in their hearts.

"At the end of the month, the Shanghai stock index has come out of the obvious rebound pattern of heavy volume at the bottom. The market next month...should be worth looking forward to." Facing such a closing situation, at this moment in the magic capital, Zexi Investment's internal trading Indoors, Zhou Kan let out a long sigh of relief and said with a smile, "And the level of market conditions is quite clear."

Xu Xiang, who was beside Zhou Kan, nodded slightly, and then said: "From the monthly K-line charts of the major indexes, there are indeed signs of bottoming out, but whether it can form a strong upward reversal force and trend? , It depends on how the market news and sentiment will be interpreted in the future.”

"Yeah!" Zhou Kan nodded and said, "But the darkest time in the market should have passed."

"I hope!" Xu Xiang said, "The market's technical situation is very good. If this wave can come out steadily, then in the second half of the year...maybe there will be a continuous big market, oh, yes... this How is the net value of our fund performing this month? Should it be a new high?"

Zhou Kan glanced at the background data and responded: "It is indeed a new high. Due to the recent strong rebound in the market, we have made up for the fund's losses in the first quarter. This year's net value performance has reached 7.3%. The domestic private equity fund performance ranking list, the top five in the performance of products above the scale of 50 billion."

"How's the net value of the fund products under 'Yuhang Investment' performing?" Xu Xiang then asked.

Zhou Kan responded: "The two main fund products of Yuhang Investment Company have not announced the net value and position data since the end of January. Net worth performance is still at the end of January."

"According to this year's ranking of the net value of fund products in the industry..."

"Currently, the product with a scale above 50 billion ranks first in terms of performance, which is the 'Manniu No. 1' product of Shenzhen Xinniu Fund Company. Anzhao Fund Company's "Selected Mixed No. 50" product, as for the size of less than 10 billion, the performance ranks first, it is a fund product with a size of only 1 million, which has no reference value."

Private equity fund products with a scale of less than [-] million yuan are equivalent to the general hot money in the market.

At this scale, the performance fluctuates greatly.

Therefore, generally speaking, people in the industry will not really pay attention to the performance of this small-scale fund product, because this performance does not have normal continuity at all.

"but……"

Zhou Kan paused, and then said: "Although Xinniu Fund Company's 'Manniu No. 1' product currently occupies the top position in the performance list from this year to the present, the two main funds of the 'Yuhang Investment' company are With the continuous actions in this round of rebound, I believe that as long as they choose to re-publish their net worth, they will be able to return to the top position in the performance list without any pressure."

"This point should be beyond doubt." Xu Xiang said, "The current trend of the two major market core lines of 'infrastructure' and 'state-owned enterprise reform' has been completely clear, and the two main funds under 'Yuhang Investment' Everyone has roughly figured out the direction of their heavy positions, and it stands to reason... the CEO of Yuhang Investment, Mr. Su, should announce the net value of his funds and the corresponding holding data at this stall, right?"

Compared with the tepid trend of the market today...

In fact, everyone wants to know the specific position data of the core main institutions that are the two main market lines of 'infrastructure' and 'state-owned enterprise reform'.

Let's take Su Yu's seat on "Fortune Road" and its current influence on the entire market.

If at this time, the two fund products under 'Yuhang Investment' announce the net worth and corresponding position data, it should also enhance the market's investment confidence, as well as the two core market trends of 'infrastructure' and 'state-owned enterprise reform' The follow-up hype trend.

And it is just waiting for many people in the industry, as well as many hot money and retail investors in the market.

At this moment in Yuhang, inside Yuhang Investment Company, in the trading room, everyone is simply reviewing the market. After analyzing today's transaction data, Li Meng can't help but start to propose that the net value and position data of the fund should be announced at this time. Investor confidence, on the other hand, is also convenient for the fund to carry out the next operation plan in the follow-up.

"Okay!" Su Yu summed up everyone's opinions and finally agreed to Li Meng's proposal.

So, at around 4:1 in the afternoon, Su Yu sent all the investors who held the 'Yuhang No. 2' and 'Yuhang No. [-]' funds the performance report since the last net worth announcement, as well as the investment summary, and at the same time... The position data of the two funds was released to the market again.

According to Su Yu's performance and investment summary...

The net value of the 'Yuhang No. 1' fund has increased from 10.25 in the last round to 13.01 after this period of improvement, and the fund size has changed from 41.07 billion to 52.15 billion, an increase of 27%. Among them... According to Calculated this year's new net worth performance, the 'Yuhang No. 1' fund still recorded a performance growth of 31.35% despite the overall decline in the market index.

The net value of the 'Yuhang No. 2' fund has increased from 1.57 in the last round to 1.98 after this period of improvement, and the fund size has increased from 78.12 billion to 98.66 billion, a total increase of 26.3%, a distance of 100 million. It can be said that it is only one step away from the 2 million mark. Among them... Calculated according to the new net value performance this year, the 'Yuhang No. 30.33' fund also recorded a performance growth rate of [-]% despite the overall decline in the market index.

As for, in addition to net worth performance, the specific position direction.

Whether it is the 'Yuhang No. 1' fund or the 'Yuhang No. 2' fund, the main positions are basically the two main lines of 'infrastructure' and 'state-owned enterprise reform'.

Of course, in addition to the positions of these two main lines, the concepts of "mobile Internet", "smart phone industry chain", and "Internet finance" and other popular main line concepts in the early stage, as well as those that have no performance and have been in an extremely weak state in the market' In the field of military industry, there are also some positions.

"Haha, the No. 1 and No. 2 fund products both have a performance increase of more than 30%. Mr. Su is really amazing. Under this market situation, he can still achieve such a performance growth."

After Su Yu announced the performance of the two funds, the news exploded in the internal group of investors who held shares in the two funds.

"Exceeded expectations, exceeded expectations!"

"Originally, I expected a 15% increase in performance, which would be very good. I didn't expect it... President Su is indeed the top player in this market, and he will never disappoint."

"Haha, the fund products managed by Mr. Su have outperformed the market. It really is a foundation."

"With such a large volume and such rapid growth, Mr. Su is really the god of investment."

"Those guys who said before that the growth in size will inevitably slow down, now...should they be able to shut up?"

"In this world, there should be no more reassuring investment than holding the fund products managed by President Su, right? Haha... The shares of the 'Yuhang No. 1' and 'Yuhang No. 2' funds are not for sale. It’s really true.”

"Strong, in the almost unilateral decline of the market, Mr. Su not only maintained the positive growth of the fund's performance, but also created a 30% performance growth space, which is simply admirable!"

"Is this the strength of the top traders in the market? Love it, love it..."

"Haha, once Mr. Su made a move, it turns out that there is no one in the domestic asset management system that can fight."

"At the current level of fund products with a capital scale of 50 billion, in terms of performance growth this year, except for Mr. Su's two products, the highest is no more than 12.78%, right? Mr. Su's move... is simply outstanding!"

"Looking at the domestic asset management system, including the self-operated state-owned assets system and public funds, there is indeed no one that can fight!"

"As soon as this performance is released, the off-market shares of the two funds will be transferred, and the premium may increase again!"

"Haha, fortunately, I made a gamble and purchased 18 million shares of the 'Yuhang 1000' fund from off-market at a premium of 2%. Now... I am making crazy money again."

"Fuck, what stocks are you speculating in? It's still reasonable to speculate in the fund shares managed by President Su!"

"Uh...you can't buy it at all, okay? Even if you buy the shares of Yuhang No. 1 and Yuhang No. 2 funds at a high premium outside the market, few people are willing to sell them."

"Nonsense, except for those who need money urgently, only those who are stupid will sell it!"

"Indeed, it has been proved that since Yuhang No. 1 and Yuhang No. 2 funds were closed for operation, any investors who sold relevant shares at an over-the-counter premium, at present, are basically not as good as directly holding shares. rich."

"What an explosive performance. Hey... When the fund was launched, there were fewer subscriptions. Now, I really hope that Mr. Su's company can quickly discover new fund products."

The moment when the information in the internal investor exchange group was refreshed rapidly, and everyone's emotions were excited and burst.

In the market, major online stock discussion communities, forums, and post bars, where a large number of retail investors gather, are also places where emotions surge instantly, and discussion topics are unprecedentedly enthusiastic.

"Holy shit, the two main funds under the leadership of President Su have a total holdings of close to 100 billion in the fields of 'infrastructure' and 'state-owned enterprise reform'. It's scary, it's so frightening!"

"The holdings of Huaguo China Railway and Huaguo Construction both exceed 10 billion, my God!"

"This is much clearer than the list of dragons and tigers. Sure enough...the two main themes of 'infrastructure' and 'state-owned enterprise reform' were completely driven by President Su!"

"Great handwriting, really big handwriting!"

"Haha, Mr. Su holds such a heavy position in the two main themes of 'infrastructure' and 'state-owned enterprise reform'. The follow-up market of these two main themes must have a high explosive potential."

"Hey, I should increase my position today. I feel that after May Day, I have to rush to raise money again."

"Huaguo Construction, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement, Gemdale Group, China Fortune Land Development, Kumho Group... the position data released by President Su Among them, except for 'Lixun Precision', which accounts for more than 10% of the total fund size, the other stocks whose holdings account for more than 2% are basically in the fields of 'infrastructure' and 'state-owned enterprise reform'. They are really heavy positions Big gamble, investment direction, very clear!"

"Among the position data released by Mr. Su, why is the check for 'Lexon Precision' the highest proportion of the position, almost accounting for 2% of the position of the 'Yuhang No. 20' fund."

"This check is the fixed-increase stock that Mr. Su participated in, right? There is no way to reduce it."

"It is said that in the early popular main lines of 'mobile Internet', 'smartphone industry chain', 'Internet finance', and the 'military industry' field that no one pays attention to at all, in the position data released by President Su, it seems that there are still some positions. ,What does this show?"

"President Su's holdings in the main concepts of 'mobile Internet', 'smartphone industry chain', and 'Internet finance' should be a little bottom position left after the previous liquidation, and it does not affect the overall net value performance of the fund. , should and cannot be used as President Su's optimistic standard in terms of investment direction."

"Indeed, judging from the position data, the total stock positions held by Mr. Su's two funds in the main line fields in the early stage are less than 5% of the entire fund, which should not explain anything, of course... Except for the check for 'Lexun Precision', after all, everyone knows that Mr. Su participated in the fixed increase plan, so it cannot be sold."

"Then what is the explanation for the 'military industry' that President Su participated in?"

"It's probably because Mr. Su tried to choose the market direction in the field of 'military industry'. As a result, this line did not form a basic market force, so he changed the direction?"

"Hey, you don't need to analyze so much, just focus on the two main lines of 'infrastructure' and 'state-owned enterprise reform' that Mr. Su has heavily held. With a position of almost 100 billion, such a large position, even if Mr. Su wants to come out. , It will certainly not be possible in the short term, so this also shows that the two major market trends of 'infrastructure' and 'state-owned enterprise reform' are far from over at this stage."

"Yes, yes... After the May Day, directly invest in individual stocks in the two main lines of 'infrastructure' and 'state-owned enterprise reform'."

"At this stall, Mr. Su dares to announce his position, he is really the main force of conscience!"

"It must be the main force of conscience!"

"In this market, only the influence of 'Wealth Road' is unique, and only Mr. Su dares to disclose his positions without any scruples during the market development stage."

"With President Su's courage and this pattern, I would be willing to carry the sedan chair for President Su even if I lose money."

Similarly, among retail investors on the entire network, there was a moment of intense discussion and in-depth analysis of Su Yu's announcement of the net value of the funds of 'Yuhang No. 1' and 'Yuhang No. 2', as well as the holding data.

In the domestic asset management system, many public funds, state-owned self-operated investment funds, and private equity funds are internal.

The fund managers, fund product managers, chief investment advisors, and chief analysts were extremely shocked by the relevant fund product data announced by Su Yu, and the discussions were very intense.

"Another explosive performance. The 30% increase in net worth is really unique in the market."

"This man surnamed Su is really a monster in the market. Will he give someone a way to survive?"

"Fortunately, 'Yuhang Investment' is a private equity fund company, and there are threshold restrictions for product purchases. Otherwise...if the performance of public equity funds is as good as it is, then everyone will really die."

"If Yuhang Investment is really converted into a public offering fund company, with the current market influence of Mr. Su and the net value performance of its related products, its scale is under the low threshold, and it may have to go straight to [-] billion."

"Oh my god, the market performance in the first four months has actually achieved a 4% growth in performance."

"Hey, although it's still unrivaled and invincible, but compared to last year's performance, it's back to normal this year, and it doesn't look so scary."

"It doesn't look so scary, that's because the scale has increased!"

"Everyone knows that the larger the scale, the more difficult it is to increase the net worth. With a scale of tens of billions, in the first four months of this year, the performance increased by 4%. I really think that there is no difference at all compared to his performance that was several times last year."

"He is truly the 'King of Private Equity'!"

"Looking at the ranking list of private equity performance products in the industry, since the launch of the 'Yuhang Series' fund products, there is really no one that can hit."

"Let's not talk about the private equity industry. In the entire domestic asset management industry, is there anyone who can catch up with Yuhang Investment in terms of product performance? No... not a single one!"

"This person named Su is too awesome!"

"However, the two main lines of betting on 'infrastructure' and 'state-owned enterprise reform' with tens of billions of dollars are really terrifying!"

"However, such a grand main line, he can also pull it up. This is an incredible place. With all kinds of funds in the market, seeing the "Wealth Road" appear, it is almost like crazy."

"No way, the money-making effect of the 'Wealth Road' gathering is too strong, if you don't follow, then you have to catch up!"

"Hey, I'm really envious, jealous."

"Who doesn't envy, who doesn't envy? It's a trader, and the main line of the market is in line with the market's fundamentals and emotional changes. Even if you want to suppress it, you have no choice but to follow suit. You are not angry!"

"The key is that the market funds are limited. If you don't follow suit and pull other main lines, you won't be able to drive the market."

"It really deserves people to make money."

Everyone in the entire domestic asset management industry is envious, jealous, and helpless.

Domestic large households and hot money groups were also shocked and excited by the position data and net worth performance announced by Su Yu.

"In a blink of an eye, Mr. Su has become the undisputed 'king of the private equity industry' in China, really amazing!"

Seeing that the net value of the 'Yuhang No. 1' and 'Yuhang No. 2' funds under the leadership of Su Yu has been refreshed, they once again swept the rankings of the net value of domestic private equity fund products, suppressing all domestic practitioners in the asset management industry and countless famous seniors and elites in the industry , In the Yuhang hot money group where Su Yu was, Zhao Qiang couldn't help feeling emotional.

"In one year, from zero to 100 billion, Mr. Su should be a unique legend in China, right?"

"It's a must! Who can match the prestige of 'Wealth Road'?"

"Let's not talk about the private equity industry. In the domestic hot money circle, Mr. Su's seat on Fortune Road is the only one there."

"In terms of performance, in terms of earning power in the market, looking at the entire domestic financial industry, there is really no one who can compare with President Su."

"It's really a legendary experience, I'm so envious."

"Hey, I don't know if Mr. Su's company is still recruiting. I also want to learn two tricks from Mr. Su."

"Go together, go together..."

"Compared to Mr. Su's method and technology to create the main line of the market, I feel like a primary school student who has just entered the market."

"Ah, it's so awesome!"

The big households and hot money in the group had heated discussions, and they all felt admiration.

The topic of the two main fund products under "Yu Hang Investment" and Su Yu's "Wealth Road" swept the domestic financial circles. At the same time, the two fund products, without any surprise, once again topped the industry's private equity product performance rankings, surpassing the original The first-ranked 'Manniu No. 1' fund product directly squeezed to the third place, and directly opened up a gap of nearly 20% in net value with it.

As the 'Manniu No. 1' fund product, which briefly occupied the No. 1 performance ranking of private equity fund products in the industry, it has an internal trading room.

Fund manager Fang Xinsheng also had to sigh helplessly at this moment.

In an instant, a hopeless feeling of "Jishengyu and Heshengliang" surged in my heart, and I found that no matter how hard I tried, it seemed difficult to catch up with the other party's pace.

(End of this chapter)