The Road to Rebirth Finance

Chapter 292 The Eighty-Two Trend of Continuous Differentiation

Since the interest rate cut was announced on November 2014, 11, the daily turnover of the Shanghai Composite Index has reached more than 22 billion yuan. The A-share market has always had a situation where the heavyweight blue chips perform well when the trading volume is large, and the small and medium-sized board growth stocks dominate the world when the trading volume is small. phenomenon.

This kind of phenomenon is especially obvious in the transactions after the New Year. The Shanghai Composite Index shrank to a new low since the interest rate cut on the 13th, and the total turnover was only 2736 billion yuan.

This kind of situation is still very rare in the near future. Obviously, the big funds in the market have certain concerns about the short-term trend of heavyweight blue chips. The constraints of funds make it difficult for heavyweight stocks to do anything. The ChiNext Index once again stood at 1600 points today, reporting 1601.17 points.

However, for large incremental funds, it is difficult for small and medium-cap stocks to attract large funds due to their size. When the first-line weight performance is average, large funds are more willing to enter the first-tier and second-tier stocks besides waiting. Look for opportunities among blue chips.

The rebound of small and medium-sized entrepreneurial growth stocks relies more on the promotion of some small institutions, hot money and ordinary retail investors. This group with high flexibility also leads to sharp fluctuations in stock prices.

However, since the few trading days of the new year, the direction of this part of funds for small and medium-sized ventures has been surprisingly consistent. Since the rebound of the top stocks of small and medium-sized ventures, they have maintained a steady upward trend.

Yin Zhijie has gone out of the six consecutive suns trend since the rebound, Dongfang Fortune’s stock price has also risen steadily, and Tong Huashun is even rarer to go out of the eight consecutive suns trend, and the stock price is approaching the 60-yuan round mark, at 59.65 yuan.

Gu Junhao spent more than 7000 million yuan to re-purchase Tonghuashun chips, plus the original 500 holding positions, the market value has now exceeded 9500 million yuan, and after only eight trading days after buying, the profit has exceeded 2000 million yuan.

Once the amount of funds increases, if you seize the wind, the speed of making money is unimaginable. Based on today's closing price of Tong Huashun's share price, it only needs to rise by less than five percentage points, and Gu Junhao's market value can once again exceed 1 million yuan .

To judge whether the stock price has bottomed out, the daily limit is a very important reference data, especially for small and medium-sized venture stocks; after a stock has experienced a round of bottoming out, the stock price begins to show a continuous trend of cross small positive lines, which means that there is The intervention of funds.

The big sun after the small Yang line is an important reference. The bigger the Yang line, the greater its reference value, such as Tong Huashun, Yin Zhijie, and Dongfang Wealth. It can be regarded as the best rebound standard.

However, if you want to catch the daily limit, it is relatively difficult for ordinary investors. Except for groups like Li Ze who have been paying attention to the trend of a certain stock for a long time, most investors will only trade after the daily limit. Discover.

And most investors dare not buy after the daily limit. In fact, relatively speaking, this low daily limit is a good opportunity to intervene. Those who can seal the stock price to the daily limit have certain strengths. Ordinary retail investors It is difficult to do.

In addition to attracting market sentiment, the rise of the daily limit also has the need to collect chips quickly, and the performance of the three trading days after the daily limit is particularly important. The stock price has entered a small increase without breaking the daily limit of Changyang. It is possible to intervene.

Since the Shanghai stock market’s main board price has shrunk, the trend has fluctuated up and down, and the pattern of shocks is particularly obvious. Although the number of ChiNext is still rebounding, it is natural that the market of the main board cannot be completely ignored.

After entering the curse day of Thursday, affected by the news, the Shanghai Composite Index, which has shrunk to below 3000 billion yuan in turnover for two consecutive trading days, bucked the market and pulled up, attempting to launch a counterattack upwards again.

Banking, insurance, real estate and other heavyweight sectors are desperately maintaining the upward trend of the index, but the performance of the leading sector brokerages since this round of rebound is still very weak, and most brokerage stocks barely maintain the red market trend.

The performance of the two brokerage stocks held by Gu Junhao is also the same. Since the stock price of Western Securities hit a high of 2014 yuan on December 12, 31, it has been continuously adjusted downward since the New Year. Today, the stock price has reached around 40.80 yuan. Since entering the new year, it has been reduced by nearly 34.50%.

The adjustment of Huanghe Securities, which was affected by the shrinkage of capital holdings, performed even worse than that of Xibu Securities. The daily line of the 20th line crossed the 15th line of Huanghe Securities. Since the new year, the stock price of Huanghe Securities has fallen by nearly 15%. near yuan.

If it weren't for the sharp rise in Dongfang Fortune and the relatively stable performance of the two stocks with Chinese prefixes, the recent retracement of Junshi No. [-] would have been even greater. After stocks have chosen to adjust, they also stopped their steps in today's main board market.

In the afternoon, the PetroChina card, which was stimulated by the surge in international oil prices, rose sharply. Sinopec followed closely behind and continued to drive the market of the main board. state.

"Let's reduce the position of each of the two brokerage stocks by one-third, shrink the volume and pull up, and the two barrels of oil have risen sharply to suck blood, so they can't be pulled up." Then, Gu Junhao said: "The other two stocks with the Chinese prefix are also cut by one-third. One."

Although the correction of these two stocks is not very large, they have not broken through the high position created last year since this year. The current stock price of Zhongguo Yizhong is maintained at around 5.80 yuan, which is 6.51% away from last year's high of 12 yuan. The stock price remained at around 13 yuan, which is about 20% away from last year's high point.

As the market on the main board continues to shrink, it is inevitable to follow up with the adjustments of the brokerages as a Chinese sector that also rose sharply last year. Since you want to reduce your position, it is safest to simply drop the entire position by one-third of.

Since the first trading day of this year, today is the second time Gu Junhao has entered the trading room. This is Xu Jianqing's strong request. The continuous correction of brokerage stocks has greatly affected the performance of Junshi No. [-].

In the hearts of Xu Jianqing and the others, they really wanted to reduce their positions, but because they didn't have Gu Junhao's order, they didn't dare to act without authorization, so they entrusted Xu Jianqing to send Gu Junhao to Gu Junhao for instructions.

After a few days of Xu Jianqing's hard work, Gu Junhao could only return to the trading room again. It's not that he doesn't know the trend of the brokerage firm for a while, and its trend has been on a downward trend. Adjust The signs are very obvious.

In addition, the meeting period is approaching, and the trend of A shares during the meeting has never been very good. It is understandable to reduce the weight of the position, but this time, Gu Junhao did not choose to reduce the position significantly. In the case of excessive funds, in addition to the idea of ​​liquidation, retracement is inevitable.

This afternoon, the increase of two barrels of oil is a very good opportunity, and it should be reasonable to reduce the position by one-third, and at the same time, it can digest its own chips on the market without causing too much fluctuation.

Throughout the day, the Shanghai Composite Index rebounded by more than 8.66% in the afternoon, led by PetroChina's surge of 4.86% and Sinopec's surge of 3%, and rose by 3.54% throughout the day. It has not recovered to the average daily trading volume of 3306 billion yuan.

"The trading volume has shrunk too much. It is not a good thing to shrink the volume at a high level." Today's sharp rise in the stock index made Gu Junhao a little worried about the weight market. If it is not guaranteed, this is a phased high position.

The statement made at the highest executive meeting yesterday and the No. [-] document of this year will be announced at the end of the month, and the introduction of pension funds into the market was brought up again, which was interpreted as positive by the market. Buy it, which can be seen from the trading volume.

Today's shrinking rebound is more like a process of some large funds fleeing. During the process of pulling up two barrels of oil in the afternoon, the outflow of weighted sectors to varying degrees seems to explain certain problems.

"Will you really take the opportunity to make a hole and let pensions enter the market?" Wu Peng also analyzed using Gu Junhao's topic. As a senior trader, he naturally does not believe that the entry of pensions into the market will be beneficial to the market.

Pensions are here to make money. Obviously, it is impossible to raise a sedan chair at a high position. It may even create a little bad news on the news, and make a hole during the adjustment period to facilitate pensions to enter the market and harvest.

"This kind of possibility is not a possibility, but a high probability. Let's reduce some of the positions according to the situation tomorrow. Two-thirds of the positions are still a bit too high, and half the positions are about the same." Gu Junhao nodded.

At present, the net value of Junshi No. 10 Fund is still maintained at more than [-] billion yuan. Junshi No. [-], which focuses on the weight sector, cannot skyrocket like Junshi No. [-]. Gu Junshi knows this well.

Brokers and the Chinese prefix experienced a big rise last year, and this year's rise must be very limited. There are only a few months before the stock market crash, and it is obviously impossible for brokers to go out of last year's rise again.

For Gu Junhao, how to increase his net worth to the highest level before the stock market crash, and ensure that Junshi No. 2 can keep his net worth above [-] during the stock market crash is the most important thing.

Junshi No. [-] will be open until June this year. At that time, you can find a reason to liquidate it. However, Junshi No. [-] will be open for redemption when the operation period is less than half a year until June this year, but liquidation is certain. No way.

At present, Gu Junhao's popularity is high, and he has the same experience as Xu Xiang. As a fellow, Gu Junhao is also called Xu Xiang's second by some people. The two funds were liquidated precisely before the stock market crash at the same time. It is difficult not to attract attention.

As a popular fund manager nowadays, Gu Junhao just wants to make money, and he doesn't want to go in and step on the sewing machine like Xu, so Junshi No. [-] is specified not to be liquidated within less than a year of operation.

On January 2015, 1, Friday, the continuous turbulence of the Shanghai and Shanghai stock markets entered the second half of the trading day in January. As a continuation of yesterday's surge, today's call auction ended, and the Shanghai Stock Exchange Index jumped up and opened at 16 points. The GEM index opened slightly lower.

Two barrels of oil, banking and other sectors opened higher, and the performance of the brokerage sector was still sluggish. After three trading days of opening adjustment, the concept stocks with the Chinese prefix were affected by CNR, which once again rose by the limit yesterday. Today, they all jumped up and opened higher.

Zhongguo CSR opened higher at 11.50 yuan in the morning, up 2.31%. Based on the stock price of 5.80 yuan when trading was suspended last year, CSR rose as high as 93.79% within ten trading days after the resumption of trading. Times have been almost without doubt.

The trend of Zhongguo CNR is almost the same as that of CSR, and it is also about to double its share price. Before the two companies formally merged, the stock price has both doubled.

After the official trading started, the stock index fluctuated upwards, and Zhongguo CSR rose rapidly after experiencing a small fluctuation, while some other stocks with the initials of Chinese characters maintained the momentum of opening high and moving low, especially Zhongguo Yizhong.

At 9:45, the stock price of Zhongguo CSR was reported at 11.60 yuan, an increase of more than 3% within a day. The stock price has officially doubled since the resumption of trading.

"You don't have to wait until 10 o'clock, let's start reducing. This is brought up by the North-South train." Gu Junhao said to Xu Jianqing and Wu Peng.

Today, the trading volume in the two cities is still insufficient. In the early trading, new stocks, high-end transfers and other sectors all rose sharply. The GEM index rose rapidly when it opened lower. Stocks are more favored.

Gu Junhao's three high-paying transfer constituent stocks also performed very well. Yinzhijie rose by more than 4% at this time, and Dongfang Fortune and Tong Huashun both rose by more than 1%. At 10 o'clock, Tong Huashun's trading volume began to increase slowly. At the same time, Dongfang Fortune also poured in a large amount of buying funds.

"Today's market is dominated by small and medium entrepreneurship." Cao Wenxun couldn't help but sighed. The brokerage sector was in a small shock range today. Cao Wenxun had no chance to make a move. Looking at the rising small and medium entrepreneurship sector, he couldn't help but feel a little envious.

The securities firm that Lao Cao himself bought privately had already cleared their positions last week, and the selling position was relatively high. Since joining Junshi Capital in November last year, Cao Wenxun relied on Tong Huashun and followed Junshi No. 11 position rules The overall return has been as high as 1.5 times.

In addition, the two months' wages and performance commission income were far beyond his expectations. In November, Gu Junhao gave Cao Wenxun a full month's salary, and he also gave a private bonus a year ago.

With the short-term ultra-high return of stocks and the improvement of remuneration, Cao Wenxun’s personal economic pressure has been greatly relieved, and the pressure has been reduced a lot; if the pressure is small, the mental state of the whole person is much better, and the whole body feels much more relaxed .

And this time, affected by Tong Huashun’s continuous rebound, Cao Wenxun was also very aggressive and asked his wife to buy Tong Huashun again this Monday morning. Big buy.

Afterwards, Cao Wenxun's wife also explained her reasons. Now the pressure is not so great. With the income of the two of them, honest work is enough to live a prosperous life, and there is no need to take any risky behavior.

Cao Wenxun originally wanted to use the financing channel to buy 1 shares of Tong Huashun, but since his wife said it is not unreasonable, a stable life is always better than taking risks. Today, seeing Tong Huashun rising again, the stock price trend has broken through 60 Cao Wenxun is also very happy with Yuan's momentum.

Although he failed to buy 1 Tonghuashun chips with financing, he still has 5000 chips in his account, and now he has made a profit of more than 3 yuan.

"It seems that there is still a future to hang out with Mr. Gu." Cao Wenxun thought to himself as he glanced at Gu Junhao who was staring at the big screen.

　Make up for today.

　　
　
(End of this chapter)