The Road to Rebirth Finance

Chapter 335 Making 11 Billion Explosively

Hot money is the most active group since this week's trading. Numerous small and medium-sized start-up stocks have been activated by hot money, and at the same time ordinary retail investors who originally kept a wait-and-see attitude towards the market have been activated.

The group of hot money is still very effective in driving market sentiment. If there is no hot money active in A-shares, then the transaction will be lifeless, although most ordinary investors are used to the abuse of hot money.

But the body is still very honest. Once hot money is traded on a large scale, even the short positions that were agreed before will be ignored, and it is normal to rush into the market again.

This is also the reason why there are often a series of monster stocks and stocks with very high price increases in a short period of time in the market. The management of hot money, except for extreme managers like 641, is mostly loose during market downturns.

If the market is extremely sluggish for a period of time, retail investors have no enthusiasm for trading, and there is a stock that has risen sharply at this time, and the number of daily limit breaks through the previous stock, the management will generally tend to turn a blind eye and close one eye, as long as you are not too much. There is a high probability that trading will not be suspended.

Even in the environment of the registration system, this situation will occur, as is the case in the policy market.

On October 10, due to the fact that GDP in the third quarter hit a six-year low, the performance of some cyclical industry stocks on the Shanghai stock market will definitely be affected to a certain extent.

However, small and medium-cap stocks on the GEM, such as Tong Huashun, etc., have generally seen a sharp increase in performance. In contrast, the Shanghai Composite Index and the GEM index have begun to diverge.

For the three major indexes and some other indexes, most stockholders actually don’t understand enough. For example, the current Growth Enterprise Market Index, its weight comes more from Dongfang Fortune, Wenshi Shares, Leshi.com, Aier Eye, Haikang Vision , Zhangqu Technology and other heavyweight stocks are represented.

The industries where these stocks are concentrated are Internet finance, games, and biopharmaceuticals, etc. The rise of the index also means that the growth rate of these industry sectors will be higher than that of general miscellaneous sectors.

Today's Growth Enterprise Market can be regarded as Baihua Jifang. Although there are many junk stocks, compared with later generations, there are still many high-quality small and medium-sized growth companies.

With the passage of time, after Ningwang went public, the GEM was basically concentrated in the new energy and biopharmaceutical sectors. At its peak, Ningwang alone accounted for 20% of the weight ratio of the GEM.

The rise of the GEM in the later generations basically means that the new energy market is booming, and the science and technology sector and the science and technology 2019 that will be listed after 50 represent the trend of semiconductors and a small number of new energy.

If the semiconductor sector rises sharply one day, the Science and Technology 50 sector will have a good increase.

The Shanghai Composite Index is the headquarters of central enterprises and state-owned enterprises. It is dominated by stocks in traditional industries represented by banks, securities companies, telecom operators, petroleum and petrochemicals, coal lottery, infrastructure projects, etc.

Among them, stocks with Chinese prefixes are the main ones, and all kinds of stocks with Chinese prefixes that you can name are basically concentrated in the Shanghai Composite Index.

As for the SSE 50, which is subdivided by the SSE Index, it is easy to understand. The SSE 50 is the 50 giant companies in this series of stocks.

Most of the core players of the Shanghai Stock Exchange Index are banks, securities companies, insurance companies, etc., and later on, the most important stock in the Shanghai Stock Exchange 50 is Maotai Wine Industry.

At its peak, Maotai Liquor accounted for more than 50% of the Shanghai Stock Exchange 15 Index, affecting the trends of the two city indexes just like King Ning.

The Shanghai Composite Index is the base camp of central enterprises and state-owned enterprises, so the Shenzhen Component Index can probably be simply understood as a private enterprise club, such as Ningwang, BYD, Midea, and the leading express delivery company that will be listed in the future. Under the Shenzhen Component Index.

This is why, including institutions and ordinary investors, whenever they talk about A-shares, they will first mention the Shanghai Composite Index, which is different from the Shenzhen Component Index in terms of status.

If the Shanghai Composite Index represents traditional industries, then the Shenzhen Composite Index represents emerging industries, and the CSI 300 and CSI 500 indexes are better understood. The CSI 300 represents large-cap stocks, and the CSI 500 represents small and medium-sized companies. It's time to stock up.

Due to the registration system and a large number of new shares issued in later generations, the index has been seriously distorted, and the management will often maintain the balance of the index by transferring in and out of the weight of shares, which has also made it more difficult for investors to choose stocks. once intensified.

However, at present, the index distortion is not so serious, and the general trend can be reflected from the index; at present, the rebound in October is led by small and medium-sized enterprises, and the GEM index is obviously stronger than the Shanghai Composite Index.

After the trading ended on the 19th, Tonghuashun and Tellus shares once again closed at a daily limit. Tonghuashun has stepped out of the amazing six-linked market, and the stock price has risen to 76.68 yuan, which is basically close to the high point in July.

The Shanghai Stock Exchange continued to come and go in and out of Tonghuashun. This time, the position of buying one was replaced by the Liyang Road Securities Sales Department, with a purchase of more than 5278 million yuan, while the Fushan Road Securities Sales Department appeared above the second selling seat, with a total of sales Out of 3359.66 million yuan.

"Six consecutive boards, the stock price is close to 80 yuan, and the turnover rate has also increased to 11%, let him sell it tomorrow." After the market closed, Gu Junhao said to Cao Wenxun after observing Tong Huashun's dragon and tiger list.

Tong Huashun’s rebound since September 9 has more than doubled its stock price as of today. Junshi No. 16’s stock price has doubled, based on the cost of opening a warehouse of 36.50 yuan, excluding the case of T within the day.

Within a month, the stock price has doubled. For Tong Huashun, it was just a rebound market, and there was nothing worthy of nostalgia.

Although he knew that he would not be delisted due to the stock market crash, for Tong Huashun, who still has not escaped the risk of delisting, the follow-up investigation by the China Securities Regulatory Commission has always been a shadow over his head.

The hype of hot money cannot continue forever, and the same is true for Tellus shares. After this round is completed, Gu Junhao also does not intend to continue to squeeze wool in it.

October 10th, Tuesday, today is the day when Tonghuashun shipped goods. The call auction ended. Tonghuashun reported an opening price of 20 yuan, down 74.64%. After the opening, with the rebound of the two market indexes, Tonghuashun stopped at yesterday’s opening price of 2.73 yuan nearby.

Stocks with hot money soaring often have a sharp drop in the early trading. Some of the hot money has to be shipped, and some of the hot money has to continue to relay. There must be a profit gap, and retail investors must be induced to buy bottoms.

Gu Junhao wants to ship, but there is no need to be so anxious, especially the rebound in the two cities today is not bad.

At 10 o'clock, after half an hour of turmoil in the early trading, Tong Huashun began to rise, and the stock price began to rise from the daily average yellow line. 10 minutes later, Tong Huashun turned red in the day, and the stock price rose to 78.45 yuan, an increase of 2.31%.

"The volume is average, which is about the same as the opening trading volume. Let's start selling at a price above 78 yuan, and sell one by one according to the time-sharing trading volume." Gu Junhao said after looking at it.

"Okay, no problem, try to sell it at a high price." Cao Wenxun also said jokingly, this kind of brainless liquidation is too easy for him.

The four-linked Tellus shares encountered a large outflow today. Tellus shares, which opened at a price close to the daily limit in the early trading, began to dive sharply after entering 10 o'clock.

At this time, Tellus shares, which had a mediocre trading volume in the early trading, had more than 20 big sell orders in a row, and the market volume exceeded 2 million yuan in an instant.

Just like on the 24th of last month, this round of sharp drop was caught by countless large, medium and small buy orders. Tellus shares, which are still hot, have never lacked buying power at the moment, even if his stock price has already Above 60 yuan.

Today, the fight between the long and the short sides on Tellus shares was extremely fierce. In just 8 minutes, the share price of Tellus shares rose from a drop of 8% to an increase of 8.72%, exceeding the amplitude of 16%.

In the following half an hour, its stock price continued to fall from the rebound high of 64.68 yuan to 58.29 yuan with the reappearance of the short side, a drop of more than 10%.

The bulls launched another counterattack at this position, and the stock price rose again by more than 7%, and rose by more than 5%. Since then, the two sides have entered a state of evenly matched strength, and have been fighting around the daily average yellow line.

Entering 01:30 in the afternoon, the bulls began to change from passive to active, and began to counterattack. The share price of Tellus rose from the position of the daily average line like a rocket, and the increase quickly rose to more than 8%.

The strength of the short side was exhausted, and the attacks of the bulls were fierce. At 14:18, Tellus shares were closed again within the day, and the stock price was 65.44 yuan. The trading volume reached 17 billion yuan throughout the day and since this round For the first time, the turnover rate reached more than 15% and the vibration range was as high as 18%, all of which showed that Tellus has once again entered the main shipment period this time.

After the whole day's trading ended, Gu Junhao's two Shenzhen stocks, Tonghuashun and Tellus, were both listed on the Dragon and Tiger List. Tellus's hot money changed hands actively, but today the net outflow from the Dragon and Tiger List was 3342 million yuan.

This is the first time since the resumption of trading that Tellus shares have had a net outflow from the top of the dragon and tiger list. There are differences in the hot money in the market above this price. Today, Tellus shares in the five consecutive boards and the shock of up to 18% throughout the day will continue to suspend trading. The focus of everyone's attention.

Tong Huashun also fluctuated as much as 14.35% throughout the day, and the stock price soared to 84 billion yuan at the highest. However, during the call auction period in late trading, Tong Huashun once dived by more than 7.3%, and as much as 1.3 million yuan of funds fled, knocking down Tong Huashun’s stock price to 77.32 yuan. It closed up just 0.83%.

The huge turnover of 33.6 billion yuan and the long upper shadow caused by the dive all show that Tong Huashun's rebound has begun to show stagflation, and funds on the market have also begun to diverge.

As for Gu Junhao’s 6 lots of Tonghuashun, all positions were cleared at an average price of around 79 yuan throughout the day. Cao Wenxun was selling when the stock price was rising, and Cao Wenxun was selling it when the stock price was falling. The net outflow of up to 4.74 million yuan was also Tong Huashun’s dive at the end of today. a major incentive.

Unsurprisingly, the Junshi No. 1.2 seat appeared in Tong Huashun’s sale of one seat today, which was 3.5 million yuan higher than the second sale of [-] million yuan. Jinbilu leads the way.

With Tonghuashun’s round of rebound, Junshi No. 2.55 has made a total profit of [-] million yuan, and the time is only a little over a month, which also includes the National Day holiday, which can be described as very successful.

As for the hot money who received the order, let them toss about it. I believe that those who bought at a high level today will also make a second top trend in the follow-up to complete the shipment.

Once again, the Shanghai Stock Market Gang was harvested by Gu Junhao, it was really a fate.

In the evening, the market did not wait for the announcement of the trading suspension of Tellus shares, which made the participating hot money and the big and small walks even more crazy. In the next three trading days, Tellus shares pulled three daily limits again.

The share price of Tellus, which ended this week's trading with the eight-linked board trend, finally closed at 10 yuan on October 23, and the 87.10-yuan stock is not far away.

During these three trading days, every time the daily limit was raised, Gu Junhao would ship a little. After three days, he also sold out all the 5 lots of Tellus shares in his hand. The average transaction price was around 82.50 yuan, and the total return of funds was 4.12 million yuan. .Obtained more than 3 million yuan.

Within a month or so, the two Shenzhen stocks made a total profit of more than 5.6 million yuan, fully achieving the goal of this round.

In the last week of trading starting on October 10, Tellus shares, which had already had eight consecutive boards, were either afraid of being suspended again, or perhaps out of the trend of two lower limits again because of the demand for shipments.

After the two lower limits, the daily limit was raised again, and the trend was exactly the same as after the resumption of trading, which gave the market unlimited imagination and greatly stimulated the enthusiasm of investors.

On October 10, Tellus Co., Ltd. opened higher and went higher again, shrinking to achieve the daily limit, and the stock price returned to above 29 yuan, at 80 yuan.

On October 10, the last trading day in October, Tellus shares did not continue the three-linked board as expected. The trading volume reached 30 billion yuan throughout the day, the turnover rate was as high as 26.2%, and the amplitude reached 16.44%. It fell 18.68%, and the stock price closed at 4.25 yuan.

Since the second round of demonization, the highest price of Tellus shares was 93.88 yuan, which formed a perfect echo with the first round high of 51.99 yuan, and the evil taste of hot money is undoubtedly evident.

The stock price of Tellus soared 77.43% throughout the month, and Tong Huashun, another stock that was also cleared, soared 119.31% this month, reaching a peak of 95.97 yuan and finally closing at 86.65 yuan.

After the rebound this month, these two stocks will no longer appear in Gu Junhao's self-selected stock pool in a short period of time. Tellus will no longer do any transactions since then, and Tong Huashun, before 2018, Gu Junhao will not Do not think about it any more.

Among the existing three support positions, Wuliangye is still under suspension. Maotai finally rose 12.37% for the whole month, and its share price closed at 213.86 yuan.

The rebound in October has come to an end. The overall scale of Junshi No. 10 is fixed at nearly 39.3 billion yuan, and the net worth rate has reached 7.9598, infinitely approaching the 40 billion mark.

Longji shares soared 34.75% this month. After the close, the stock price has reached 12.33 yuan. Tianqiliye in the self-operated market is even more exaggerated. Tianqiliye, which has a monthly line of four consecutive positives, soared 28.28% this month, and the stock price closed at 81.38. Yuan.

In the four months since the bottom-hunting, the self-operated market has never been in a loss. This stock is really beyond Gu Junhao's expectation. If I had known it, I would not have participated in Tellus shares. Junshi No. [-] bought Tianqili in a large amount Wouldn't karma be better.

The three major accounts this month can be described as a bumper harvest. The monthly floating profit of personal accounts is 9540 million yuan, the floating profit of self-operated trading exceeds 5.38 million yuan, and the floating profit of Junshi No. 5.4 Fund exceeds [-] million yuan.

The monthly profit of Junshi No. 10 has reached more than 15.94% again, and the rate of return as high as [-]% is very eye-catching.

The total profit of the three major accounts is as high as 11.74 billion yuan, which is beyond Gu Junhao's imagination, but what Gu Junhao didn't expect was that in the third quarter report released by Longji Shares on the weekend, among the top ten tradable shareholders, Gu Junhao actually Ranked sixth, after Huijin and Securities Finance.

Gu Junhao's large purchase of Longji shares caused a great sensation in the market.

(End of this chapter)