The Road to Rebirth Finance

Chapter 342 Increase investment in the stock market outside the market
The total size of 60 billion has exceeded Gu Junhao's expectations. How to arrange the position next is the key, but a few years ago, Gu Junhao did not intend to invest heavily in buying A shares, and everything will be discussed after the circuit breaker.

As for the 18.59 billion yuan income of Junshi Capital, it has also been transferred to the company's account; next, most of the more than 18 billion funds will be used to invest in rice stocks and go abroad to harvest leeks.

Nvidia's small-step jogging trend is not like A-shares' ups and downs. This kind of trend is very suitable for bargain hunting. If one day or a certain month catches up with the sharp drop of rice stocks, it is a good opportunity.

At present, Nvidia's stock price has risen above $30, and the profit in the self-operated market has exceeded 50%. Now that it is rising, it is not suitable for increasing positions, and it is even possible to find opportunities to sell.

The time to pick up and increase positions is actually similar to the clear card, that is, the day when the Fed raises interest rates. At present, this is a big negative for rice stocks. Even if there is no prophet from the previous life, from the current atmosphere, it can still Feel it.

It was planned to switch to the rice stocks during the bear market, but the jet lag was a bit annoying. At present, Xu Jianqing was the only one who was trading, and Xu Jianqing could take care of the one or two hundred million plate.

But now that the company has once again earned more than 18 billion yuan, Xu Jianqing obviously cannot handle it alone. In addition, the overall scale of Junshi No. 60 has risen to [-] billion yuan, and the four traders have obviously Not enough.

The company's development is getting faster and faster, and professional traders must keep up. Gu Junhao has already talked about this with Shen Boyu. An experienced executive will not temporarily arrange personnel when the company needs personnel.

The traders who operate foreign stock markets will be able to start work next month, led by Xu Jianqing. After that, Xu Jianqing will be transferred to Junshi's self-operated market to be responsible for the specific projects of the self-operated market.

Originally, Gu Junhao wanted to train Xu Jianqing to be a fund manager, but judging from the current situation, Xu Jianqing's experience is still somewhat insufficient. Funds need to be responsible for customers. .

However, the company's self-operated market can solve this problem very well. Operating the self-operated market is similar to helping Gu Junhao to speculate in stocks, but it is in the name of the company and only needs to be responsible to Gu Junhao.

Losses and profits are all within a certain controllable range, which can make Xu Jianqing get up and exercise very well. Gu Junhao also hopes that Xu Jianqing can live up to expectations and become his right-hand assistant.

Funds are easier to deal with. Although there is only one fund at present, its overall size has reached 60 billion yuan. As far as the current market is concerned, the overall size of Junshi No. [-] is enough to be listed as a front-end product of private equity funds.

Even if it is placed in a public offering fund, this scale can already be regarded as an upper-middle level. Judging the overall size of a company does not mean how many fund products it has under its umbrella, but its overall size.

It is already very good to be able to operate the Junshi No. [-] fund well, not to mention that the management fee of Junshi No. [-] is not low, and there is a profit share, and now it has entered the closed stage again.

From the perspective of specific operations, Gu Junhao does not want the size of the fund to change too frequently. The specific subscription channel will not be launched again until at least a year later, and Gu Junhao does not plan to redeem the channel once a month.

This is too frequent. In a month, he may not have finished building a position, so Gu Junhao plans to launch a redemption channel once a quarter. There will be no chance of redemption this year. The next redemption will be in 2016. the end of March.
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Since the recent market hit a high of 3673, the index has been unable to break through, and finally fell below 3600 points today. On November 11, the Shanghai Composite Index reported 18 points, down 3568.27%.

A negative line that is almost bareheaded and barefoot, fell below the 10-day line and the 9-day line of the daily line, and the index felt a lot of pressure. However, Vanke A went against the market today, and once rose by more than [-]% in the intraday .

Vanke's trading volume today is as high as 25.8 billion yuan, which is the highest trading volume since September 9, and whenever there is a high trading volume before September 2, it must be the time for Bao Neng to buy aggressively. It was the time when Baoneng raised his card for Vanke for the second time.

Vanke's performance against the market today has naturally attracted the attention of the market, and it can't help but remind people of the equity battles in the past few months.

And in the evening, Vanke, whose stock price fluctuated today, also unsurprisingly updated the announcement on the change of shareholders' rights and interests.

This time, the change in the stock price within the day was the counterattack of the original largest shareholder of Vanke. After Baoneng raised his placard for the third time and the total share capital reached 15.04%, the original largest shareholder of Vanke lost its position as a major shareholder.

Today, it bought 4.97 million yuan to hold more than 16.89 billion shares in total, accounting for 15.29% of the company's total share capital and regaining its position as the largest shareholder.

The competition for Vanke's shareholding has entered a fierce stage, and Huarun has once again regained its position as the largest shareholder. The next thing everyone is looking forward to is the performance of Baoneng.

The turbulent battle for equity has obviously surpassed the specific trend of the A-share market. Investors are immersed in the melon-eating drama, and they seem to pay less attention to stock trading.

On Wednesday night, Gu Junhao paid attention to the trend of rice stocks at home. Today, the trend of rice stocks is still good, Nvidia continues to follow the trend, and another pig factory stock that he has paid attention to before has also risen to around $150.

Nvidia has finished its adjustment and continues to rise towards a price above $30. From the perspective of cost performance, it is obviously more appropriate to buy Nvidia.

The ups and downs of Chinese concept stocks are also greatly affected by the policies of the two countries. Unlike Nvidia, this is a long-term stock. Its stock price trend is stronger than that of Apple, Tesla, etc. among rice stocks. To be stronger.

And the size of his plate is also very suitable for the current amount of funds of Junshi Capital to participate. The investment is about 10 billion yuan, which is about 1.6 million US dollars. In this stock, it can only be regarded as a small institution.

Calculated based on 10 times or even 20 times the income, the total income of a foreign institution in Nvidia is about tens of billions of dollars.

What's more, by that time, Gu Junhao has already let most of the positions be evacuated, and there is no way to sanction him if he wants to.

At present, the relationship between the two parties is not bad. Now is the best opportunity to invest in rice stocks, and I happen to have a large amount of idle funds in my hands, so there is no need to be too conservative.

"Next month, we will transfer more than 10 billion funds to the company's self-operated market, and look for opportunities to continue to mad at Nvidia. At that time, the trader will be in place, and you will manage it well for me."

Gu Junhao said to Xu Jianqing in Junli, operating the company's self-operated market and foreign stock markets, there is no need to limit where to direct, which is why Gu Junhao can direct at home.

"Haha, Boss Niubi, we've already made almost 8000 million yuan this time, and it's better to cut leeks from foreigners." Xu Jianqing said happily.

In the next few days, he will often work the night shift, and Junshi's self-operated trading account has been completely taken over by him. Gu Junhao only needs to give a specific buying plan and selling plan.

Due to the negative interest rate hike expected by rice stocks, there will be a period of volatility at the end of the year or early 2016. Xu Jianqing's mentioned earnings reminded Gu Junhao that rice stocks can be shorted.

Today, when Xu Jianqing talked about the specific benefits of Nvidia, Gu Junhao remembered this; in essence, even for the purchase of Nvidia, Gu Junhao still operated according to his own inherent thinking mode in the early stage.

According to the same long-term holding method as A shares, try not to add leverage and operate with your own funds. However, even if short selling is allowed in rice stocks, there is no need to liquidate stocks when the interest rate hike period occurs.

According to the way of shorting, it should be possible to test and hedge in a small area; but Gu Junhao dare not short in a large area.

Without him, in recent years it can be described as a big bull market for rice stocks, especially the bull market for technology stocks. Shorting a large range of technology stocks is no different from dying.

Occasional hedging is just to test the attributes of short-selling and enrich investment categories. If there is a large-scale short-selling, it cannot be carried out in the past few years.

After watching for about an hour, Nvidia's stock price was close to 31 dollars, and the trend was very stable. Gu Junhao said to Xu Jianqing: "Today is almost the same. You were watching during the day and trading at night. Tired, go back and rest early."

"It's okay, I'm not tired, this is much more enjoyable than the A shares, and it can fly." Xu Jianqing sat in the trading room and replied excitedly.

The income calculated by Gu Junhao is only based on the increase in the stock price, and the rate of return made by other intraday operations is not included in Gu Junhao's calculation.

Most of this part of the income will belong to the company, and part of it will be counted as Xu Jianqing's performance and participate in dividends.

Including Junshi No. [-] and Junshi No. [-] were allocated in this way before, and the stock price fluctuated greatly, and the profit from doing T within a day was very large. For example, Tellus shares operated by Wu Peng and Tong Huashun operated by Cao Wenxun before.

Stocks with high volatility can be operated well, and the performance of traders can be improved. Stocks with low volatility are relatively more difficult, and the income will be reduced.

Before Tong Huashun and Tellus shares were liquidated, Wu Peng and Cao Wenxun were full of energy. A big fluctuation in a day meant that they would have a greater profit.

And now the three heavyweight stocks, the daily fluctuations are not big enough, these two people seem not so energetic, but there is no way, in the next few years, most A shares will be like this, bear market The reduction in the income of employees is universal.

According to Gu Junhao's future plan, most of the stocks will maintain this trend. How to solve the psychological gap of employees' income reduction is also what Gu Junhao has to consider.

(End of this chapter)