The Road to Rebirth Finance

Chapter 179 1200 points go with the wind (7K)

As soon as Xu Jianqing said this, Wang Ruoyu and Liu Tingting rolled their eyes, and Liu Tingting couldn't help but said, "You've almost got it, well, we're already taking a risk. Since we've made a trading plan, we have to execute it according to the plan. That's why you Don't you understand?"

"Hey, I'll just talk casually. To be honest, I really made me wait until tomorrow. I'm sweating in my heart. I've fallen sharply today. If the boss comes tomorrow, I can't explain it." Xu Jianqing felt a little displeased. Feeling embarrassed, he touched his head and said.

Yinzhijie’s performance in late trading was somewhat different from yesterday’s. It did not drop much yesterday, but today Yinzhijie quickly fell back after rising, and closed at 16.90 yuan in late trading, a drop of 1.54%.

In the late trading, Yin Zhijie, which was a little heavy in volume, had a turnover of 7800 million yuan throughout the day. Today, except for the rise of Xibu Securities, the rest of the four backed positions have a large decline, and all of them have a trend of heavy volume.

Dongfang Fortune closed at 9.83 yuan, a daily decline of 2.67%, with a turnover of 2.63 million yuan; Wanan Technology fell 4.85%, to close at 10.60 yuan, with a daily turnover of 5000 million yuan.

Only one stock in Xibu Securities has risen, which cannot offset the loss of Junshi No. [-] today; Dongfang Fortune and Wanan Technology have not moved their positions, and their stocks have plummeted in two days. Yinzhijie's decline is the smallest, and in Xu Under Jianqing's Sao operation, he made a big T of almost half position, and today's loss is not big.

The sharp drop in the two stocks also made Junshi No. 1 the largest one-day drop since its establishment, with a retracement of [-]% within a day. For a fund, this can already be regarded as a relatively large drop.

"Hey, what do you think the boss thinks? It's been four days, and I haven't been to the trading room. I don't care about the big drop like today, and I don't make a phone call." Liu Tingting said suddenly.

"Who knows, maybe the boss has other things to do?"

"Not necessarily, I heard from Xiao Li that the boss left work early for several days in a row."

"Okay, don't make wild guesses. The boss has his reasons for doing this. Maybe it's to train us. Let's get off work too. Next time, we won't do anything like this. I didn't sleep well last night." Xu Jianqing said impatiently.

"Actually speaking, I didn't think carefully enough this time. I really should reflect on taking such a big risk for a few points of profit." Wang Ruoyu said suddenly.

After the transaction was completed yesterday, Wang Ruoyu also thought about whether the so-called long-short theory is valid, and whether it is reasonable to sell the chips in his hand when the position is already full and he is optimistic about the follow-up trend.

If it is just an ordinary retail investor, if there is not much capital, you can try it if you have sufficient confidence, but if you sell 4000 hands of chips, the return you get is only 150 hands more, which is not enough according to the current market value. 15 yuan.

From the perspective of generating income, 400 million funds can generate 15 profits in one day. This rate of return is definitely not low, but from the perspective of chip security, it is actually uneconomical.

The bottom difference is that the chips in hand are far more important than the daily income. Although Wang Ruoyu doesn't know if it is the bottom now, the boss has always emphasized that this is the bottom position. If you lose the chips, you really don't know how to explain it.

Fortunately, the transaction between the two of them went smoothly this time, but there must be no next time. If there is such an opportunity next time, it must be prepared in advance instead of a temporary idea like now.

"It's not that we haven't thought about it, it's that the three of us should think about how to explain to the boss." Xu Jianqing smiled bitterly. Although the transaction plan was successful, it doesn't mean there is no follow-up.

"Hey, you guys said that if Yin Zhijie falls again tomorrow, I will add my 200 million short-term funds into it, will I be scolded less?" Xu Jianqing still has 200 million in his hand, and has been Didn't move, said whimsically at the moment.

"You're going to get 2 million here, and you'll have to scold you; go back and write the report." Liu Tingting curled her lips, and then walked out of the trading room.

"Let's go, go and see if the boss is gone, and if he doesn't, tell him what happened in the past two days." Wang Ruoyu said, they made such a big decision in private, they should explain to the boss in time afterwards.

But it's a pity that Gu Junhao got off work early again today, and it's not appropriate to talk about it on the phone, so he has to wait until he goes to work tomorrow to report.

According to sources on the evening of July 7, as of yesterday, 24 cities across the country have adjusted their purchase restriction policies to varying degrees, accounting for more than half of the original 27 cities with purchase restrictions.

Although most cities have not formally issued official notices, this behavior does not hinder the movement of purchase restrictions. According to this trend, in addition to first-tier cities, the withdrawal of most second- and third-tier cities within the year will become a high probability event. .

"House prices are going to rise, hey." Gu Junhao couldn't help sighing when he saw the news, the wheel of history is rolling forward, and what should happen will naturally happen.

"So we are buying at a staged low point?" Zhang Yiru, who was sitting next to Gu Junhao, said.

"Forget it, there shouldn't be such a price in the future." The community I bought in my memory was about 2016 in later generations, but that was seven or eight years later, compared to some cities that had a sharp increase in [-] That being said, it was already very friendly.

In 2016, housing prices in some cities doubled several times, while local average wages remained stagnant, resulting in an extreme mismatch between housing prices and income.

"It will be difficult to buy a house in the future." Zhang Yiru, who works in a bank, understands this very well.

"These are beyond our control, let's go to sleep." Before housing prices rose, there was a round of stock market rises. By 2015, some funds from the housing market rushed into the stock market, and some funds from the stock market also rushed into the housing market; the two sides met At that time, they looked at each other with contempt and walked by.

Without him, whether it is the housing market or the stock market, both parties believe that the current market is a high point, and choose to exit and enter their respective fields.

There was nothing to say all night, Gu Junhao came to the company on time the next day, today is Friday, the last transaction of this week, Gu Junhao still intends to enter the trading room.

But as soon as they arrived at the company, they were blocked by three people including Xu Jianqing. These three people came early, but they didn't enter the trading room. Time stopped Gu Junhao.

"What's the matter with you guys?" Gu Junhao also noticed something strange about them. In the past, these three people came not too late, but they basically entered the trading room early and didn't come out until after get off work.

"I want to report something to you. It's not convenient here. How about we go to the trading room?" Xu Jianqing scratched his head and said.

"Is it very important?" It was rare to see such a cheeky Xu Jianqing, who also had moments of embarrassment.

"Well, it's up to you to decide whether it's important, but it's more important to us."

"That's all right, you go in first, I'll deal with company affairs, and I'll be there in a while."

"Okay, you are busy first." Seeing Gu Junhao's promise, the three of them also breathed a sigh of relief.

When Gu Junhao returned to the office, the more he thought about it, the more wrong it became. Since when has Xu Jianqing been so stingy, and he used honorifics when he spoke. Could it be that he made some big mistake?

After quickly dealing with the matter in hand, Gu Junhao also came to the trading room, took a look at the three people who were preparing at their respective stations, and hoped that they would grow up quickly, so that he could relax a bit.

"Come here." Gu Junhao clapped his hands, raised his voice and said to the three of them, and walked towards the sofa in the trading room. After hearing the voice, the three of them got up quickly, each picked up a file folder on the table, and said to the three of them. Gu Junhao came over.

Xu Jianqing walked halfway, turned suddenly to the water dispenser, took out a pack of instant coffee from the cabinet next to it, brewed it, brought it to Gu Junhao, licked his face and said with a smile: "Boss, coffee. "

"Speak if you have something to say, and fart if you have something to say." Not only was Xu Jianqing disgusted by his behavior, Wang Ruoyu and Liu Tingting were also cautious, which made Gu Junhao feel that something was wrong.

The three looked at each other, and for a while didn't know how to speak. Seeing this, Gu Junhao said again: "Xiao Xu, tell me."

With his intuition, Gu Junhao should be sure that Xu Jianqing is causing trouble again.

"Okay, boss; the thing is like this..." Following Xu Jianqing's description, he and Wang Ruoyu told him and Wang Ruoyu about the re-establishment of the operation plan behind their backs, and each submitted the operation log.

By the way, there is also a plan about this operation, the central idea of ​​the two, and some plans to stop losses. Even Liu Tingting also handed over a report, explaining why she did not report to Gu Junhao at that time.

Xu Jianqing even ingeniously carried a self-criticism. Gu Junhao just meowed casually, curled his lips and said, "Primary school students in writing, you should work hard on your stocks, you can't play with this thing."

Gu Junhao's words made Xu Jianqing blush, but fortunately, he didn't continue to pierce his heart, but picked up the report and read it carefully.

The report is nothing more than Xu Jianqing's previous analysis of the market and the GEM, Yin Zhijie's specific operation ideas, and subsequent stop loss ideas in case of unexpected situations.

Wang Ruoyu's report was similar to Xu Jianqing's, but he added some of his own reflections and review experience from yesterday, and he also felt sorry for his reckless behavior.

Gu Junhao was not in a hurry to read Liu Tingting's report, and he didn't report it to himself. This kind of thing is a matter of distraction. It's not that important whether you say it or not. This incident is mainly about Xu Jianqing and Wang Ruoyu.

After reading the two reports, Gu Junhao stared at the two for tens of seconds and said: "It can be seen that you two have made rapid progress, and your ability to read the market has improved, especially Ruoyu, who will conduct follow-up review and think about your own behavior Right or wrong."

This is Gu Junhao's truth. From their respective reports, it is not difficult to see that although the two of them had a temporary idea for this operation plan, they did spend a lot of effort to formulate a strict operation plan. How you sell it and how you get it back are all written in.

It seems that the simulated trading and the real trading for about two months, the two have lived up to their training and their respective talents, and they have achieved a due understanding of the big picture and individual stocks. From the perspective of operating ideas, the two have already been regarded as Is a qualified trader.

"Ah? That's it? There's no but?" After Gu Junhao said this, he stopped, making Xu Jianqing, who thought he would be scolded, a little confused.

"The idea is really beautiful, of course there is a problem." After laughing and cursing, Gu Junhao said seriously: "However, it is very unprofessional for you two to change the transaction without permission. would cause serious losses.”

In fact, traders are no different from tool people. These things should not be considered by them. It is the decision of the fund manager, and the responsibility of the fund manager is also the responsibility of the fund manager.

The reason why Gu Junhao gave them some autonomy, and also taught the three of them some experience in stock selection and market reading, was also to train them, but it did not mean that they could change their operating plans privately under their noses.

Such behavior, in addition to bringing uncertainty to the fund, getting out of his control, and bringing losses to the company, is also a great challenge to the authority of the fund manager.

Although Gu Junhao and the three of them had a good intention, they also wanted to increase their bargaining chips. It is impossible for the three of them to have such a mind to provoke themselves.

If the three of them own a fund in the future, this kind of behavior is understandable, but it is definitely not allowed at present, and this kind of thing can't happen again.

Thinking of this, Gu Junhao said to the three of them earnestly: "I know that your intentions are good, but to a certain extent, your behavior has violated professional standards and is provoking the authority of a fund manager.

To be honest, I do intend to train you to become a qualified fund manager, and I will also give you a little autonomy so that you have the ability to think independently.

But at present, your responsibility is to be a trader, and a trader must do a good job as a trader. What did I say at the time, you can’t lose your bargaining chips. Are you really not afraid of accidents? "

Gu Junhao has also seen the trend of Yin Zhijie, and it all moved up at the end of Wednesday. Although it was an immeasurable rise, who knows what will happen the next day,
Xu Jianqing was actually still selling during the pull-up stage in the late trading. After all, this way of thinking was like a retail investor, and he did not regard himself as a member of a formal organization.

How can institutions use the thinking of retail investors to operate stocks? Institutions can only use the psychology and operating modes of retail investors to cut leeks. Once institutions become retail investors, the market will be chaotic.

You must know that Yin Zhijie is not without speed boards. In case of a continuous straight board, although he has the advantage of the channel, the chips to buy it back are far from enough.

"Boss, we were wrong. We didn't intend to challenge your authority." Xu Jianqing said with his head down.

"Yeah, boss, we definitely didn't mean that." Liu Tingting also said repeatedly, this charge cannot be pleaded, and I can't bear it.

"I'm sorry, boss." Wang Ruoyu also said sincerely.

"Okay, there is no accident this time, you are lucky, remember, you are not retail investors, there is no need to care about petty profits if you have the idea of ​​​​looking at the bulls.

Also, don’t be complacent, both of you, spend millions to earn a profit of less than 5%. What’s there to be proud of? You’ve all seen my public delivery order. T operations, especially T operations the next day, you guys Not enough. "

Gu Junhao's last piercing knife made the two of them embarrassed for a while. It was originally a bit of a proud operation yesterday, although it was risky, but fortunately it was more perfect and achieved the benefits they wanted.

But what the boss said is true. One spent nearly 700 million yuan and earned less than 20 yuan, and the other spent more than 400 million yuan and earned less than 15 yuan. This is the effect of the boss's million-level funds.

"In the end, although no losses were caused, in view of your unprofessional behavior, each person will be fined 1000 yuan and confiscated to the small account of the fund business department. Is there any objection?"

All that needs to be said has been said, but they can't let them go lightly. 1000 yuan is nothing to the income of the three of them, but it is enough for them to feel distressed for a few seconds, so that they can have a long memory.

"Punish, punish, punish. I'll hand it in when I leave the trading room." Xu Jianqing nodded repeatedly. It seemed that the boss was planning to let him go. At the same time, he thought, another 648 was gone.

"Okay, no problem." Wang Ruoyu also said with a smile.

"Ah? I want to be fined too?" Liu Tingting said pretending to be hurt. In fact, she was relaxed. The boss didn't blame him too much.

"Of course you will be punished. Although you did not participate this time, you did not choose to exit the trading room, which means that you acquiesced in their behavior. A team, of course, will be punished together."

"Ah, Xiao Xu, you're the one who tricked me! And Xiao Wang, you two will come out for me." Liu Tingting is careful, knowing that the mood in the trading room has eased, but Xiao Wang and Xiao Xu still have some problems. I can't let go, so I want to use this method to relieve the pressure on the two of them.

"That can't be done, the boss also said, we are a team, you have to do it." Xu Jianqing was yelled at by Liu Tingting, and he returned to his former miraculousness.

Gu Junhao looked at the three people who were laughing, and couldn't help laughing. People who can trade in stocks really have a big heart, and they can let go of everything. They have just been scolded and fined, and now they can do nothing. Gone.

"Okay, don't trade today, even if the limit is down; calm down for me, but you still have to watch the market, no one can be lazy."

"Okay, no problem boss."

"Um, boss, I want to buy Yin Zhijie with the remaining 200 million today, do you think it's okay?" The other two had no intention of trading today, so they readily agreed to Gu Junhao's order.

After Xu Jianqing went home yesterday, he thought about the trend of Yin Zhijie, and still felt that there was a possibility of a decline, so he felt that he could put 200 million funds into Yin Zhijie again today.

"Do you think it's okay?" Gu Junhao glared at him and said, it seems that the penalty is less, and he doesn't have a long memory.

"Understood, understood; I will watch the market today and do nothing." Xu Jianqing also realized that although Junshi No. [-] is fully closed and there is no need to worry about redemption, there is still a reserve of liquid funds that should be there Yes, not to mention that the boss just said that he will not trade today, so he is really cheap.

In fact, today has already missed the best trading period. Although Gu Junhao felt that something was wrong in the morning, he didn't expect the three of them to do such a thing, so he arrived at the trading room at nine o'clock as usual.

After reading the report, he taught the three of them a lesson; it also took a lot of time, and as a result, he had already missed the best observation period for the call auction and opening stage. Normally, under such circumstances, Gu Junhao would choose not to trade anymore.

After returning to his work station, Gu Junhao reviewed the trend of call auctions and the trading hours after the market opened. Today, the Shanghai Composite Index is still very strong.

In terms of sectors, the real estate sector has a positive impact on the loosening of purchase restrictions, and the collective rise. Some small brokerages are already trying to hit the daily limit. However, as a leading company, a certain branch is still lying on the ground. The stock price opened high and went low. At this time, it has fallen to 9.6 yuan Nearby, the stock price fell by more than 1%.

"Shameless, you will have good fruit to eat at that time." Gu Junhao watched his trend and shook his head; the stock price is indeed cheap, but there is no rush to build a position right now, there will be more opportunities in the future.

As for the GEM, the downward sentiment has eased today, and the index has risen rapidly after opening low. At this moment, it has risen to around 1286 points, an increase of nearly 1%. The volume shrinkage is very obvious.

"The index did not touch the lower shadow line, and then shrunk and rebounded. This is really bottoming out."

In addition to the strong performance of blue chips, the major concept sectors are also very good today. Influenced by the conversation of an important person yesterday, the computer sector performed strongly today, and major domestic alternative concepts have been released.

Dongfang Fortune, Wanan Technology, etc. stopped falling one after another, and Dongfang Fortune returned to the price of 10 yuan, but Yin Zhijie did continue to fall today, as Xu Jianqing judged.

It was already 10:30 at this time, and Yin Zhijie fell by 1.17%, and the stock price returned to the price range of 16.70 yuan in yesterday's shock range. This price can indeed be bought, and there are still 200 million funds in hand.

However, Gu Junhao didn't intend to increase his position. He gave them a scolding this morning. It's better to let them calm down. Sometimes they can see more clearly by watching from the sidelines. Besides, the fund also needs some liquidity.

Another Xibe Securities, which rose sharply yesterday, today the brokerage turned off the flames and adjusted, and Xibe Securities returned to a narrow range of volatility. It is no wonder that the performance of the brokerage has been dubbed a scumbag by the market, and it is always unsustainable.

"Boss, aren't you going out today?" Liu Tingting asked Gu Junhao as she sat on her desk.

"I'm not going out." Gu Junhao replied, he didn't intend to come in at first, but since he's already here, let's take a look at the market in the trading room. He also wants to see how the GEM is doing today after yesterday's big drop.

"By the way, boss, have you traded these few days?" Not only Liu Tingting, but the other two also wanted to know how Gu Junhao handled the reversal trend of the two cities this week. ears.

"did nothing."

"Ha, haven't you operated your personal account?"

"Didn't I say it? Don't lose your chips. What's wrong with my personal account? I have to implement the same operation idea. Besides, Tong Huashun's performance is not that bad."

Tong Huashun followed the GEM index in early trading yesterday, but he rebounded earlier than Dongfang's wealth. He had already started the journey of rebounding at 10 o'clock in the morning. Stand on the 60th line.

Tong Huashun, whose trading volume has shrunk by less than 1 million yuan, has regained strength after rebounding from the 20-day moving average. The bullish trend is very obvious, and he does not need to trade at all.

And he even kept the second upward jump gap. With the index falling like that, it can be said to be very strong. However, although Tong Huashun shrunk yesterday, his turnover rate was higher than before. It was even higher in one trading day, and it presumably wiped out many retail investors.

"That's right. Tong Huashun is much stronger than Dongfang Fortune. Dongfang Fortune has fallen quite badly this month. Fortunately, we have already reduced our position. Otherwise, it would be impossible to see the fund's withdrawal."

This was said by Xu Jianqing, and Gu Junhao also smiled after hearing this, and didn't say much; at this time, he was not sure about other stocks, but he was still fully sure about Dongfang Fortune and Tong Huashun.

In the morning, two of the fund's four positions rose, and two fell, and they returned to a stable state. In the afternoon's trading, the scumbag brokerage sector, which had been adjusted for a morning, also began to work hard, helping the index to rise.

Brokerage stocks began to exert force in the afternoon, and Xibu Securities also slowly recovered from the green state. At 13:30, Xibu Securities turned red. So far, all funds except Yin Zhijie have closed in red.

In the shrinking environment, the trading market can't afford to make too many waves. Today, it is more about repairing emotions. I think the chips that can be collected by the main funds are almost collected, so the whole afternoon, the ChiNext performed relatively well. gentle.

Except for some stocks that are favorable for blessing, the small and medium-sized innovation sector has basically maintained an increase of between 1% and 3%, and most of the stocks have remained oscillating in the physical box of yesterday's big Yinxian.

When the market closed at three o'clock, the two cities both closed in red, and the haze lingering in investors' minds finally eased. The Shanghai Composite Index traded 1114 billion throughout the day, and the index hit a new high of 2126.61 points. Overall, the weekly line is also a 3.28% big positive line that successfully broke through the 60-day line.

The GEM Index reported at 1285.77 points, up 1.09% within the day, but the trading volume has shrunk to 180 billion yuan. The last time the GEM shrank so much, it can be traced back to a follow-up transaction on May 5 when it fell to around 16 points day.

It is also the bottom of 1200 points, it is also a long lower shadow line that opens high and moves low, and it is also the shock in the body of the Yin line on the next trading day, even the time-sharing shock in the afternoon is similar.

There is no doubt that this is the bottom of the GEM. It is impossible to see the 1200 point in the next few years. The GEM index that is gradually rising at the bottom will not fall below 1300 in the next dip. It's time.

Regarding this point, Gu Junhao is very convinced that it has nothing to do with foresight. Although he is indeed reborn through time travel and knows the general trend of the stock market, it is still somewhat difficult for him to remember where he went down.

Just like Dongfang Wealth, Gu Junhao only remembers that he will probably fall to around 10 yuan, but he still can’t remember the specific low point. He can be so sure of the bottom of the GEM only by virtue of his transactions over the years It's just my opinion.

"The Shanghai Composite Index broke through in volume, and the Growth Enterprise Market shrank and rebounded. The starting point of the bull market is today!" Gu Junhao said secretly.

　1.5 words have been updated in two days, not bad, right?

　　
　
(End of this chapter)