The Road to Rebirth Finance

Chapter 184 August (6K)

The trading in July came to an end. The Shanghai Composite Index performed strongly throughout July. It fluctuated sideways from early to mid-July. It did not follow the correction of the GEM. At the end of the month, it experienced a round of sharp rise in the eight consecutive positives.

This month, the Shanghai Composite Index also led the three major stock indexes with a monthly increase of 7.48%. The monthly turnover of 2.39 trillion yuan was more than 1 trillion yuan more than that in June, and the volume is very obvious.

At the end of the month, although the GEM index went out of the Wulian Yang trend, the half-month-long decline still ended with a decline of 4.28%.

The five stocks that Gu Junhao traded, whether they belong to the small and medium-sized 002 and the GEM constituent stocks, all performed well; Tong Huashun, a personal holding stock, rose 37.89% against the market on a monthly basis, far ahead of the fund holdings.

In terms of fund holdings, Wanan Technology has the largest increase, with a monthly increase of 20.63%; with 9550 lots of holdings, the market value has reached 1161.28 million yuan.

Followed by Yin Zhijie, this month's performance is also very good, up 8.31%. As for Dongfang Fortune, although the whole month fell by 11.80%, but due to the timely reduction of positions, not only did not lose money, but also made a lot of profits during the bottom-hunting process.

Among the four holdings, Yinzhijie still had the highest market value. At the end of the month, Yinzhijie had a market value of 1482.6 million yuan, followed by Xibu Securities with a market value of 1420.8 million yuan, and Dongfang Fortune with a market value of 1253.88 million yuan.

Such a market value is also due to several people doing T in the past few days. Counting cash assets, the total size of Junshi No. 5518.56 Fund at the end of July was 1.3796 million yuan, with a net value of [-].

"It's ok, this week's performance is good." On the computer, Gu Junhao looked through the three people's delivery orders, and if he had any doubts, he combined their trading logs or asked himself.

Generally speaking, the three of them also had T operations this week, but they still focused on stability, especially Xu Jianqing, who made good use of his liquidity, mobilized Yin Zhijie's emotions, and was not greedy when there were profits , withdraw in time.

The other two also performed well. Liu Tingting seized the rare opportunity of Xibu Securities, while Wang Ruoyu was relatively more relaxed this week. The four-day trading volume of Dongfang Fortune was more than 3 million. There were more than 4 million transactions that day.

Returning to the familiar amount of energy again, Wang Ruoyu is also handy in operation, and Dongfang Fortune is the best, no matter how much he rises in the future, he doesn't have to worry about shipping.

Unlike Wanan Technology, which exploded for a day today, the turnover reached more than 8%, and only 1.76 million yuan was traded. Gu Junhao regretted increasing his position at the beginning.

It is better to build a position of 600 million according to the final standard, but since it has already been added, let’s look for opportunities later.

The remaining funds can also be added to Dongfang Fortune. With such a high trading volume at the bottom of Dongfang Fortune, there is no need to worry about liquidation.

"Okay, go and announce the NAV ratio of the fund to the public, and pay attention to the pressure on the ChiNext."

Today, Dongfang Fortune took the lead in falling again. Judging from the judgment, the position of the GEM is under a lot of pressure, and it is estimated that it will take some time to adjust. However, Gu Junhao believes that it is only a slight adjustment, and the probability of falling below 1300 points is not high.

It's already 05:30, so let's take advantage of the opportunity to see if Wan'an Technology has a dragon and tiger list, Gu Junhao thought after ordering the three of them.

Click on the data of today's Dragon and Tiger list, and Wanan Technology is on the list. Unsurprisingly, the buying and selling seats on the Dragon and Tiger list are hot money, and the one who bought the most bought a total of 1055.35 million yuan , and a total of 919.16 million yuan was sold for one seat, and the amount was not large.The total of the Dragon and Tiger list is only 979.59 million yuan.

It's a very average dragon and tiger list, but for Wanan Technology's transaction volume, it's already pretty good.In Wanan Technology's last Dragon and Tiger List on May 5, it only bought 28 million yuan for buying one.

Let a bunch of hot money play with them. If there are no major accidents, Wanan Technology will be a paradise for hot money for a long time. In the rebound from 2015 to 2016, hot money is in control of its situation.

"I'll go back first, you guys get off work early, there is one more day tomorrow, so stick to it." Gu Junhao looked at the busy three and said with a smile.

Although it's the end of the month, it's not the weekend, and we can't rest yet, and we have to stick to it for another day; Junshi No. [-] Fund, which has been in operation for nearly two months, has completely out of the cost zone, and Gu Junhao can breathe a sigh of relief.

Fund returns are different from your own personal holdings. If it is a personal holding, even if it is trapped, you can still hold it with peace of mind knowing that the general trend will not change.

However, the fund must consider the sentiment of investors, and it must also have a certain stop loss position. The continuous retracement will definitely have an impact, but now it is different. The fund as a whole has completely left the cost zone. Even if it is a retracement, there is no need to worry .

Once Junshi No. 12’s final income in July was announced, it caused a huge sensation in the private equity circle. Different from the slight advantage last time, this time it has a substantial lead over No.2 with an income of more than [-]%, which is well deserved.

Everyone is amazed at the stability and sustainability of Junshi No. [-], but compared to the publicly announced fund account earnings, Gu Junhao’s personal account, which only a few people know, has an even more exaggerated rate of return.

In two months, excluding the funds transferred out, Gu Junhao's personal account has a rate of return of over 80%. With just one daily limit, his personal account will double again as a whole.

The super high income also brought Gu Junhao a lot of exposure in the local area. No one dislikes a young man who can help everyone manage their money.

After the net value of the fund was announced that night, on the first working day in August, Junshi Capital made a public phone call and received many calls.

However, Shen Boyu helped Gu Junhao deal with all of this, and he didn't need to show up in person. It was a wise decision to choose a sophisticated professional elite as the company's executives.

Gu Junhao still appeared in the trading room. Today is the first trading day in August and the last trading day of this week.

The three members of the trading team are now ranked first in the fund, and they can already maintain a calm mind. Without the excitement before, for the three of them, the meaning of the weekend is far greater than the first place.

"Everything is business as usual." After a brief morning meeting, Gu Junhao said to the three of them.

Affected by the slump in the external market overnight, the three major stock indexes opened slightly lower today. The Shanghai Composite Index opened at 2194.17 points, and the ChiNext Index fell to 1340 points and opened at 1339.98 points.

After the official trading started, the two cities fluctuated greatly, and the trading market was extremely active. The index remained at a low level and fluctuated in a wide range, showing obvious signs of adjustment, but the Shanghai Composite Index was very active.

Bank stocks rose rapidly, leading the index to rise rapidly; while defensive sectors such as pharmaceuticals and agriculture also started rapidly at the same time, and the index also quickly rose to red.

"To pull these today, it seems that the Shanghai Stock Exchange will also be adjusted." Although the stock index hit a new high in the early trading, but the pulls were all defensive sectors, and the main funds seemed to have divergences here.

During the same period, Wanan Technology also surged up again after turning green slightly, but compared to the amount of more than 1 hands that hit the green market, Wanan Technology's upward momentum was obviously insufficient.

"Three transactions, it should be that yesterday's hot money ran away." Gu Junhao looked at the big orders on the trading table and smiled. The three big orders were 4600 lots, 4100 lots, and 1500 lots.

Just in line with the top few funds on the Dragon and Tiger List yesterday, these hot funds are really changing places with one shot, and the market sensitivity is also very high.

In the early trading, the defensive sectors rushed higher collectively, and they immediately ran away, running faster than rabbits.

Wanan Technology raised the price to 12.35 yuan, and the upward rush was weak. There were only two large orders of more than 500 lots.Seeing this, Gu Junhao also placed a sell order for 12.30 lots at the price of 550 yuan.

It's not that I don't want to hang up too much. If there are too many, I shouldn't be able to sell them. On the contrary, the price will be lowered too low, which will affect myself.

With only 550 lots of sell orders, Wanan Technology's stock price quickly fell back to 12.29 yuan, which shows the attitude of funds on and off the market. After Wanan Technology fluctuated at 12.30 yuan for 2 minutes, it fell again to 12.20 yuan.

There is still no big money to take the bargaining chip. After 12.20 yuan fluctuated for 5 minutes, Wanan Technology returned to the flat price of 12.16 yuan, a 600-lot sell order, and the stock price turned green again.

Wanan Technology is already the strongest one among the fund holdings. The other three and Tong Huashun all opened low in the early trading, and at this time, the holdings of Junshi No. [-] have all turned green again.

"Boss, the effect of making money today is average, and Yin Zhijie's departure is too weird." Xu Jianqing was the most helpless. Today, Yin Zhijie opened high and opened low, and the trading volume was extremely sluggish. 78 lots of sell orders can drive the stock price from The price of 17.80 yuan fell to the flat price of 17.65 yuan.

It is already 9:40 at this moment, and Yin Zhijie has turned green to report 17.49 yuan. All the delivery orders appearing on the trading market are less than 100 lots. Among them, the largest buy order is only 1 lots. .

At this moment today, not only the main funds, but even the retail investors with large funds seem to have not woken up; it can be said that if Xu Jianqing uses his 200 million funds at this time to buy more than 3 lots, the stock price will rise by [-]% It shouldn't be a big problem.

"It's a bit weird, it looks like you can rest again today." Gu Junhao also found Yin Zhijie's time-sharing chart, and couldn't help laughing after reading it.

Although the market is sluggish, it is not as good as the trading volume in 2015, but Gu Junhao rarely sees this kind of trend. Even in the period when the trading volume of Wanan Technology and Xibu Securities was the lowest, the trading orders of 100 lots and 200 lots were still Not uncommon.

Yin Zhijie's line of first-hand and second-hand transaction delivery orders is really a bit joyful.

"Yeah, with this volume of transactions, it seems that work has ended early, but the boss thinks what's going on." Xu Jianqing had never encountered such a situation before.

"There are several possibilities. One is that the trading volume is low and no one is involved. If you want to sell, you can only sell one hand at a time. However, yesterday's volume was not bad. Today's sudden situation should not be such a possibility.

Then there is a high probability that it is the behavior of the internal control agency, deliberately dismantling orders to scare retail investors. You have to look at this from the turnover rate, according to the change in the turnover rate, and also look at the specific funds. "

"Then how should we deal with this situation?"

"Currently, of course, the holdings are not moving. Our size is too small before we stop, so there is no need to go head-to-head with the control funds. When the size is large, we may be able to play with them."

"Haha, boss, do you also have the idea of ​​competing with the main funds?"

"You can try it when you have the ability, but don't mess with me today. It looks like the main funds are testing the market. I want to see how many retail investors are still paying attention to this stock. It is estimated that it will last for a few days. .”

"Okay, I get it, I won't move."

Yin Zhijie's strange trend did not affect Gu Junhao; once again let the current return to Wanan Technology. At this moment, Wanan Technology has fallen to 11.87 yuan, a 2.4% intraday drop, and finally surpassed the decline of other positions.

At 10:30, the Shanghai Composite Index turned green again, and the index returned from a record high of 2209 points to below 2200 points.

At 10:05, the Shanghai Composite Index rebounded from the green market again. The main funds used today are still the banking sector, and the banking sector is also turning up.

The banking sector has rebounded tremendously since the dividend was distributed in July. Yongcheng Bank, which Gu Junhao is optimistic about, has risen from the lowest price to more than 10 yuan today.

"No matter what happens in the next fund, you have to be a part of it."

Under the influence of the rising of the banking sector, the Shanghai stock index once again returned to the high point in the morning, but still failed to break through, and fell back to 2203.07 points in the morning. The time-sharing chart in the morning showed an inverted "W" trend.

In the afternoon, affected by the news that the first domestically produced large aircraft had rolled off the production line, the large aircraft sector quickly rose, and Zhonghang Aircraft quickly rose to 12.96 yuan, approaching the daily limit price.

At the same time, coal ash stocks also soared sharply under the stimulation of the daily limit of Anyuan Coal Industry; the skyrocketing of China Everbright Bank also activated the banking sector again!
For a while, the Shanghai Stock Exchange was very lively, and the ChiNext Index also rose rapidly under this stimulus. Banks, military industry, medicine, and agriculture turned up today, and coal was flying in the afternoon.

At two o'clock in the afternoon, the Shanghai Composite Index hit a high of 2224.07 points, up 1%.

"It's over, we have to wash the dishes." Gu Junhao curled his lips and said, using so much weight to maintain the disk, it is really a failure, you must know that the small and medium-sized wounds are still lying on the ground.

At the same time as the Shanghai Composite Index was rising, although the Growth Enterprise Market was driven to quickly become popular, all small and medium-sized enterprises plunged rapidly at two o'clock when the index reached a high.

The rapid rise in a short period of time can easily make people emotionally high; most investors have no time to judge, and the main funds are using this kind of psychology to repeatedly pull up heavyweight stocks in an attempt to attract off-market funds and small and medium-sized entrepreneurs on the market. Cut meat and chase high.

It is not difficult to see from the rapid dive of the major concept stocks of small and medium-sized enterprises that the goal of the main capital has been achieved; at 14:05, the Shanghai Composite Index fell to 2215 points.

The market changed drastically, and the three major indexes plunged rapidly. Gold and non-ferrous metals led the decline. Zhonghang Aircraft, which was pulled up by the midday transaction, has now fallen from the highest price close to the daily limit to an increase of about 2%.

"Fuck, what's going on, the index hit a new high today, and I'm losing more and more?"

"The diving is ahead of time? Isn't it all diving around 02:30? It started at two o'clock today?"

"I escaped Black Thursday, but I didn't escape Friday. What should I do with the Zhonghang plane I bought on 12.9?"

"I don't believe in any bull market anymore..."

The index plunged without warning, major stock trading districts and online communities wailed, but Li Zequn was filled with joy; without him, Tong Huashun, who likes to go against the market, once again proved his resilience.

Tong Huashun opened low and moved low throughout the day. The stock price fell as low as 18.30 yuan near the 5-day line, a drop of more than 18.70%, and then remained oscillating around the daily average price of [-] yuan.

When the index rose rapidly in the afternoon, Tong Huashun did not respond, and even fell below the daily yellow average price, which also scared everyone in the group into a cold sweat.

In the morning, Tong Huashun rebounded from the [-]-day line, which made these people used to short-term trading. The people who sold the flight in the early stage couldn't bear it anymore, and followed the principle of being strong and not below the [-]-day line.

Most of the group friends who have time to watch the market today have bought Tong Huashun around the price of 18.50 yuan, and some of them can only buy above the price of 18.70 yuan before they have time.

Needless to say, although each of these people does not have a large amount of funds, everyone is used to Stud. If 10 or so individuals buy at a time, they have a total of over 200 million funds, which has a slight impact on the stock price.

Tong Huashun has become a well-deserved group stock in the group. Regardless of whether it was sold or sold, most operators in the group have made money from this stock.

Naturally, there is some affection for the stocks that make money. Tong Huashun has never hit the limit recently, and the biggest time-sharing drop in the day is only 6%, so everyone is naturally happy to buy the bottom.

But in the afternoon, the index soared, and Tong Huashun fell again, which really made people break out in a cold sweat.

But at this time, when the index dived, Tong Huashun unexpectedly started to rise. At 14:10, Tong Huashun returned to the yellow moving average again, and reported 18.80 yuan.

Tonghuashun's stock price did not stop, and quickly rushed to the price of 18.99 yuan.

"Haha, this ticket is really amazing. It goes against the market every time. When it rises, it dives, and when it dives, it rises."

"Holy shit, look, it's so fast, the price is even, and I've made money haha."

In less than 10 minutes, Tonghua rushed to the flat price, and the index dived severely. At this time, the ChiNext index turned green again, and the Shanghai Composite Index also fell to the flat point.

Tong Huashun ushered in a burst of selling pressure at the flat price, and fell to around 19 yuan again. However, at this moment, the receiving funds have also appeared, and more than 3000 buy orders burst out in the trading market, and Tong Huashun rose in a straight line.

It rose more than 1%, and the intraday amplitude exceeded 7%.

"I'm going, it's too fierce, haha, today's big dive actually made money, it's the first time."

"Who said it wasn't."

"Tong Huashun is really a good stock, and he has never let me down; every time I am worried about selling off, he always gives me a price that I am willing to continue to accept."

"It has to be Li Kuang, thank you for Li Kuang's recommendation, haha, 5% profit for the time being, it's okay." In the group, the atmosphere in the venue is different. Some people are crying in the A-share market, and some are laughing; .

Unlike Tong Huashun, the fund's holdings followed the index and quickly dived in late trading. Among them, Wan'an Technology was the fastest. At two o'clock, Wan'an Technology, which had fluctuated at a low level for nearly a day, dived rapidly.

In just half an hour, the stock price fell from 12.04 yuan to 11.70 yuan, a drop of nearly 4% within the day, which was larger than the intraday volume, but not as good as the opening.

It seems that when the market opened, the hot money really ran out. Without the trouble of hot money, Wanan Technology seems to have returned to the period when the main funds controlled the market.

The technique is like withdrawing, taking advantage of the changes in the index after the daily limit, and washing the market after a sharp drop; Wanan Technology, which has never been connected to the board so far, is really difficult to squeeze wool in it within the time of passing funds.

Looking at the price, it is only 2 cents away from the 67.65-day line, and then looking at the funds sold in the morning, it is only [-] yuan, so there is no need to wait, just buy it back.

11.74 yuan, 576 hands of Wanan Technology received back, which is considered to be a small T, and it is not bad; if there is no accident, Wanan Technology will have a small yin and a small yang line in the next few days.

Gu Junhao has basically seen through the methods of the main funds. In fact, there are not a few who can see clearly in the market, including some retail investors, but it is one thing to see clearly, and another to be able to hold it.

Having been in the big A market for many years, there are not a few smart investors. Some people are also very clear about some technical techniques and trading methods.

The reason why the entire market is still dominated by losers, and not being able to hold it is also a very important factor. The reason is still a matter of confidence. I have no confidence in the market and myself.

At the close of trading at three o'clock, the Shanghai Composite Index shot up and fell back, leading the two cities to dive sharply at the end of the day. It also ended the day with a 0.74% decline, closing at 2185.30 points.

In the last hour of trading, the Shanghai Composite Index plunged by 1.77%, which can be regarded as ending in a sharp drop. However, the ChiNext Index, which is dominated by small and medium-sized start-up stocks, performed poorly today, although there was a small stage in the afternoon.

However, the performance was sluggish throughout the day, and small and medium-sized companies took a serious dive in the late trading, and finally ended up falling 1.38%. Small and medium-sized companies fell between 1% and 3% today, and even Tong Huashun, which was soaring higher, finally closed with a 1% drop.

Dongfang Fortune closed down 2.64% today, Xibu Securities fell 2.36%, and Wanan Technology, which plunged in late trading, hit a new low in the whole day to close at 11.68 yuan, a drop of 3.95%.

Wanan Technology had a turnover of 1.52 million yuan throughout the day, while Yin Zhijie, which was trending extremely strangely today, shrunk to 1968 million yuan, a new low since May 2013, 5. However, the decline was not large. Only down 7%.

With a turnover rate of less than 1% and such a sluggish trading volume, in Gu Junhao’s view, there is a high probability that the main funds deliberately did it. At such a low level, they tried to create an assumption for retail investors that the main funds had completely retreated.

The trading volume is sluggish, the turnover rate is low; coupled with the poor performance in the first half of the year, this is the impression Yin Zhijie left on the market in the current period.

It took only two months for Yin Zhijie to rise by 37% in three trading days after ex-rights, to open the second board with a sharp increase the next day due to the sudden favorable conditions, and now no one cares about it. Interpreted that outdated Internet celebrities are not as good as dogs.

On the first trading day in August 2014, the opening of the door was black, which poured cold water on the majority of investors. Most investors and institutions retreated sharply within the day, including Junshi No. [-].

Junshi No. 100, on the first day of August, the fund lost more than 1.88 million yuan within a day, and the retracement was as high as [-]%.

　All orders are less than 500, so I am forced to close the chapter, please forgive me!
　　
　
(End of this chapter)