Chapter 152

Gu Junhao stayed in the trading room all day on Friday. No matter what, besides today, there is only the last trading day of June 6 left in June. The last two trading days of the first month of the fund's launch are still sitting on the sidelines. The trading room is better.

At the end of the whole day's trading, the GEM index failed to hit 1400 points, but it also set a new high point since June, and finally rose 1388.82% to 0.18 points. A red cross star appeared on the K line to end this week's trading .

At the same time, following yesterday, the trading volume of the GEM once again exceeded 300 billion, hitting a high of 346 billion; this week also ended with a rise of 4.11%.

In terms of the Shanghai Composite Index, today it rose slightly by 0.11% to 2036.51 points, and the trading volume exceeded 700 billion yuan. Gu Junhao did not choose to announce the net worth of Junshi No. [-] this week today.

The net value of private equity funds does not need to be disclosed to the public. Only investors can inquire about the net value of the fund through the fund manager. The reason Gu Junhao chose not to disclose is that there is only one trading day this month, and it is unnecessary to disclose it at the end of the month It is reasonable to waste manpower to do it one more time.

I just told investors that the net value of the fund continued to rise this week. Even if it underperformed the index this week, the income of Junshi No. 1.1 has maintained a steady upward trend since the third week of operation, and the net value of this week has also successfully exceeded [-]. This is also the reason for the suspension of trading of nearly a quarter of individual stocks.

Otherwise, this week's rebound situation, the general theory of Xibu Securities' rise is still huge. Even though Dongfang Fortune's performance is not good in Gu Junhao's view, dragging down the overall trend of the fund, he still rose by 2.32% this week.

"Well, there is nothing to say this week. The market is so good, but our performance is worse than the previous two weeks. This is my responsibility and has nothing to do with you."

In the routine review and summary meeting, Gu Junhao also took the initiative to take responsibility. This is the pain of buying the right sector (small and medium-sized ventures) and buying the wrong stock. Watching everyone's rise alone, his own holdings are flat.

This kind of thing is not the first time, and it will never be the last time, so there is nothing to be ashamed of, and the responsibility that should be borne by oneself must be borne by oneself.

"No, I think the boss is great. How many funds can reach 1.1 net value in three weeks after opening positions."

"That's right, besides, my Xibu Securities was suspended this week, which also seriously affected the net value of the fund."

"That's right, boss, don't you always say that fast is slow, slow is fast, how good it is to maintain this steady upward pattern."

"Okay, don't talk about flattering, this month is the last trading day next Monday, when you have to update this month's positions, you are ready to work overtime."

"Boss, you really wronged us. We are sincere." Xu Jianqing said dissatisfiedly, the three of them really didn't flatter, and the three-week return rate was over 10%. Bright.

What's more, it was made by a rookie fund manager with three rookie subordinates. You must know that the outside world looked down on them before.

"If you continue to lighten your position on Monday, Tingting, look for an opportunity next week to put all your funds into Xibe Securities. I will clear the position of Hailanxin at the right time and allocate this part of the funds to you."

Xibu Securities also announced the resumption of trading after the market closed today, suspending trading for a week and resuming trading next Monday; the private placement has passed the approval of the board of directors without incident, and only waits for the final approval of the China Securities Regulatory Commission.

You can actually buy Xibu Securities at any time after the resumption of trading. This is also the reason why Gu Junhao decided to increase his position. Hailanxin has no hope. The positions in other stocks are already reasonable. Increase your position in this kind of stocks with great potential benefits more appropriate.

In the future, I will follow my previous life’s three-don’t-buy principle. Any stock with the concept of military industry cannot be used as a long-term target position. It is no problem to do short-term, but there are many short-term opportunities, so there is no need to buy this concept.

"Also, next month is the window period for the announcement of the second quarter results. Changes in performance will inevitably accelerate the fluctuation of stock prices. You should make good use of this opportunity.

Still the same sentence, except for Dongfang Wealth, you can't reduce your positions, and do everything possible to use the changes in stock prices to increase your bargaining chips, understand? "

"clear."

"no problem."

"I'm not a problem anymore, haha, this time my position is higher than yours, which made you look down on Xibe Securities before." Boss Rang continued to increase his position in Xibe Securities, which also made Liu Tingting very excited.

"What's the use of having a high market value now? After the closed period is over, it's the last word to see who has the highest market value." Xu Jianqing said disdainfully.

"Okay, if you understand, then get off work, take a good rest on the weekend, and see your performance next Monday." For the upcoming July, Gu Junhao is full of expectations.

Over the weekend, there was good news on the surface after being immersed in the news for almost half a month. Driven by the recovery in May and June, the real GDP growth rate in the second quarter of 2014 was 7.5%, an increase of 0.1 percentage points from the first quarter.

At the same time, at the end of June 2014, the broad money supply M6 increased by 2% year-on-year.The balance of RMB loans increased by 14.7% year-on-year, both of which rebounded significantly.

The steady growth of the economic form, this optimistic lead is also reflected in the research reports of some brokerages. Leading brokerages released the research report on the macroeconomic review and outlook for the second quarter.

The research report predicts that the economy will continue to stabilize in the second half of the year. Under the support of a series of policies, the global economy led by the US economy will enter a stage of recovery. It is estimated that the GDP growth rate will be 7.5% in the third quarter and 7.6% in the fourth quarter; In 2014, the annual GDP growth rate reached 7.5%.

This research report was delivered by Xu Yan to Gu Junhao via email. With the expansion of the market intelligence department, with the support of his subordinates, Xu Yan no longer has to do the 007-style work like before.

A person's power is limited, no matter how strong Xu Yan's personal ability is, it is still not as good as a team, and the establishment of the team also made Gu Junhao feel that the money was really worth the money, and the information collection was not the same as before.

"Hey, you're getting busier now. Before, you didn't look at stocks much on weekends, but now you're not only analyzing stocks, but also dealing with company affairs." Zhang Yiru, who was lying on the sofa watching dramas, sighed.

The weather was too hot, and the two of them didn't like to move anymore, so they stayed at home. Originally, Zhang Yiru wanted Gu Junhao to accompany him to watch the drama, but after watching it for a while, he took care of company affairs independently with a computer.

"Do you have a feeling of regret for asking your husband to find a Marquis?" Gu Junhao said shamelessly.

"Put it down, you can run into someone richer than you if you go the wrong way. I just feel that starting a business is not easy."

"Isn't it? I used to think that if I recruited suitable candidates for various positions, I would be able to be a hands-off shopkeeper, but in the end, there were still a lot of affairs to deal with. No wonder everyone listed entrepreneurship as the first choice to lose money. " Gu Junhao also said with emotion; this is not only prodigal, but also tiring.

If your girlfriend has an opinion, it's better to stop what you're doing and comfort her; some things can't be done during the day.

"What are you doing, don't touch your hands, I asked you to watch the drama with me."

"There's no better drama than you."

In front of his relatives, Gu Junhao always showed a stern face, not so defensive, and a little childish; but after arriving at the company, Xiao Gu turned into Mr. Gu again, this is probably the two sides of people.
-
Monday, June 2014, 6; the last trading day of the first half of the year, and also the day of the first monthly exam for Junshi No. 30.

"What should be said was said last week, and the weekend news will be summarized before the market. Everyone, let's implement the operation plan." After the morning meeting, Gu Junhao said to the three.

"Don't pay attention to Yin Zhijie, Xiao Xu. I also sent you the news of the weekend. He is very likely to rise sharply today. Don't lose your bargaining chips."

Among weekend fund holdings, there are two stocks that have potential benefits. The first is Yin Zhijie, which has substantial benefits to the main business, and the probability of a big rise today is extremely high.

In terms of weekend policies, the construction of a credit database mentioned in the Outline of the Social Credit System Construction Plan is a very stimulating news for Yin Zhijie.

As for Hailanxin, which Gu Junhao despises, Huaxia was invited to participate in the exercise for the first time, which is exciting news for the military sector.

But no matter what, if you don't like it, you still don't like it. Even if it's hype, it's just giving yourself a better price to clear your position.

The call auction ended, the Shanghai Composite Index opened higher at 2038.64 points, and the ChiNext Index opened flat. After the resumption of trading, Xibu Securities failed to satisfy retail investors, opening at 10.68 yuan and opening 2 cents lower.

At least in terms of the opening trend of Xibu Securities, it is in line with Gu Junhao's judgment. Except for him, five stocks in the fund account, including Daifuku Technology, opened higher across the board.

Hailanxin and Yinzhijie performed the most exaggeratedly. Hailanxin reported an opening price of 16.20 yuan, gapped and opened higher by 5.19%, while Yinzhijie reported an opening price of 17.00 yuan, gapped and opened higher by 8%.

"Boss, Yin Zhijie made a huge gap." Last weekend's closing price of 15.74 yuan, a news stimulus can jump 8%, and the determination of multiple funds can also be seen from the volume of call auctions.

"I see, don't touch him, just keep an eye on Dafu Technology." Yin Zhijie is already in the position of daily limit, and the policy news will stimulate the performance positively, and a daily limit is at least one.

Daifuku Technology also performed well today, quoting an opening price of 36.80 yuan, which is 34.50 yuan per share from the price of 2.3 yuan at the cost of buying that day, and has a profit margin of [-] yuan per share. After consolidation, Daifuku Technology seems to have signs of restarting.

"Let's get started, Ruoyu implements your plan to reduce positions, and today you have to complete the task of reducing your positions to 200 million; Xiao Xu, you can play your short-term, Yin Zhijie don't move, Dafu Technology can consider doing T, but the position cannot be increased "As for Tingting, you can figure it out yourself."

 Thank you for the support of the monthly ticket, and a few book friends in the comment area who said that I want to scramble, the cat just gave me a scramble egg in the first month, don’t worry, I won’t give it to myself.

  
 
(End of this chapter)

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