The Road to Rebirth Finance

Chapter 376 Deceptive Alternate Plan (Ask for a Monthly Pass!)

The NAV rate shown by Junshi Investment is what Gu Junhao saw in the background internal data. In fact, the NAV of public funds is generally not officially updated until around nine o’clock in the evening.

Today, there are not a few people who follow Junshitou. Compared with the past, the comment area of ​​the fund is much more lively, and there are occasional abusive comments, which have already been rushed to the bottom.

At 09:30 in the evening, the fans chatting in the comment area finally waited for the official refresh of the net value of Jun Net Price Investment: 1.0212.

A very normal data, and it also fits Gu Junhao's image in everyone's mind.

Although he came out of Peach Stock Bars, Gu Junhao is a different kind. Peach Stock Bars are generally full of short-term experts and hot money, but Gu Junhao's style is completely different.

At the beginning, it seemed mediocre, and he seldom hit the daily limit, but when he turned around suddenly, he found that his profits had increased significantly, especially the retracement rate was controlled very well, and he had a very good grasp of the market structure precise.

And the title of Brother T can only represent Gu Junhao’s operating style with a small amount of capital in the early stage. When the funds are large in the later stage, Brother T seldom does intraday T, and more is mainly based on band operations.

"I didn't run away. This is Brother T's style. The initial stage of Junshi No. [-] announced earlier basically started with this trend."

"I bought it, I bought it, I applied for it, and the first day was off to a good start, but why doesn't Brother T not charge management fees for a fund with a net value of 1 or less?"

"If you want to eat shit, you buy a 10 yuan or 20 yuan one and you want to be treated the same as someone else's 100 million yuan. It's a beautiful idea. Besides, this charging standard should have existed before, and Brother T probably doesn't bother to touch him. gone."

"The 2% management fee is similar to the mainstream ones, but the 7% management fee for redemption within 3 days is a bit outrageous. This is to prevent people from stealing the foundation."

"I probably don't want the size of the fund to fluctuate too much, but Brother T already has two successful funds. Whether it starts with tens of millions or hundreds of millions, the performance can still be trusted."

"Brother T is in the mid-to-long-term band. It's not a big problem if the timeline is longer. Anyway, I subscribed today and can enjoy today's profits. Haha, I lost money today when I traded."

"Damn it! The market is so good today and you still lose money? Will you trade in stocks?"

"I saw the publicity came in, and searched for this fund manager. I'm a little dizzy. I'm 24 years old, and the valuation of my company is nearly [-] billion. The key is the country I built from scratch. It's amazing!"

"Do you believe this too? This is only what you can see on the bright side. Anyway, I don't believe it, but the performance is indeed amazing. The first fund is 22 times."

"There are not many bright spots. It only increased by 2 points in one day, earning less than 150 million yuan, and the level is just like this."

"I saw the ad coming in, it's just like that, it's similar to an instant noodle ad, the pictures are for reference only!"

"What kind of rubbish positions are these? Can these stocks make money? Today's net worth actually increased?"

"Upstairs, that is the original position. If there is no accident, it will definitely be replaced if the fund manager is changed. Maybe it will be replaced today."

In the evening, Gu Junhao looked through the fund discussion forum where Junshi invested in a certain treasure. Although there were many bad reviews and eccentricities, Gu Junhao was still quite satisfied, which shows that the accuracy of the advertisement is not bad.

At present, the investment enthusiasm is not high, and it is very good to have so many comments. As for the subscription amount, Gu Junhao didn’t care too much. If possible, Gu Junhao even hoped that the subscription amount for this month should be less, and try to avoid the overall investment of the fund. Scale up too large.

After all, most of the stocks bought today are sub-new stocks. The amount below 2000 million yuan is lurking in it. It is not a big problem, but it is definitely not good if the funds are too large. Don’t accidentally become the main force, it will be a bit troublesome up.

The share capital of secondary new shares in circulation is generally around 25%, and if it is too much, it is only around 30%. Although the daily trading volume is not low, in fact, the share capital in circulation is not very large, which also caused secondary IPOs. The turnover rate of new shares is generally too high.

If it is really worth tens of millions of dollars to lock up the position, it will definitely affect its trend. Maybe some hot money will give up the idea of ​​raising it. This is also the time that most large funds are unlikely to buy in the secondary market. One of the reasons for the new shares.

Buying in the secondary market is a completely thankless market. If it really takes a fancy to a newly listed company, large funds will directly buy goods in the primary market. Although the lock-up period is longer, the chips and costs are very low. There are great advantages.

This is the correct way to invest in the primary market of large funds, and Junshi Fund manages this company. In addition to trading in the secondary market, it will also work hard in this direction in the future.

Tuesday, July 3.

As soon as Gu Junhao arrived at the office, Liu Tingting came into the office with a happy face: "Boss, what do you think is the amount that got into the account yesterday?"

"How much? Do you have 7000 million yuan?" Gu Junhao replied with a smile.

The expected publicity cycle in advance, coupled with the large investment in advertising expenses, and his past performance; in Gu Junhao's opinion, the sales performance on the first day should be good.

7000 million yuan, equivalent to the initial size of the previous fund, double the sales should be no problem.

"Yes, 1.3 million yuan, plus yesterday's 2 million yuan." Liu Tingting said happily.

The figure of 1.3 million made Gu Junhao a little surprised. Good guy, this is much higher than what he expected. Who said that the market has no money, and the sales of just one fund on the first day reached 1.3 million yuan.

The trading volume is declining day by day. In the final analysis, the market is still disappointing. Otherwise, relying on off-market funds to enter the market, what kind of pressure is 3000 points.

"Okay, you go and prepare for today's work, I'll be there in a while." Gu Junhao said to Liu Tingting.

The scale is nearly 2 million yuan, and it is not realistic to invest in all sub-new stocks. On the premise of not revealing your true intentions, you must start the second plan, which is to buy a few more deceptive stocks.

"It's really a headache. I hope the sales will drop in the next few days, otherwise the positions will be opened in a mess." Gu Junhao rubbed his head with some headaches and said to himself.

In order to build a position while maximizing funds as much as possible, without revealing his true intentions in advance, Gu Junhao really took great pains.

After briefly handling the company's affairs, Gu Junhao also came to the trading room and started today's trading work.

At 9:25, the Shanghai and Shenzhen stock markets opened slightly lower. Unlike yesterday, Gu Junhao did not immediately issue trading orders.

Today, a new fund of 1.3 million yuan has been received, and it is obvious that the small-cap stocks can no longer be eaten. If the funds are to be divided, it is necessary to buy some heavyweight stocks with larger share capital.

At 9:30, after the official start of trading, the Shanghai and Shenzhen stock market indexes fell rapidly, among which the Shanghai Composite Index fell the most. Under multiple pressures, the weight performance was very sluggish.

In just 10 minutes of trading, the Shanghai Composite Index was at 2840.62 points, a drop of as much as 1.96%, and several candidate stocks that Gu Junhao was looking at had fallen by more than 2%.

At 9:45, the Shanghai Composite Index reported 2814.15 points, a drop of 2.87%, and the ChiNext Index reported 1866.69 points, a drop of 4.44%.
The two markets, which fluctuated and fell in a wide range, showed a short-term trend of breaking positions, especially the ChiNext index fell by more than 4%, which caused a small-scale panic.

The 10 stocks bought yesterday have all fallen today, and they are all in a state of loss at the moment.

At this moment, Gu Junhao's voice finally rang in the ears of several traders: "The 10 stocks bought yesterday will be added to the same position as yesterday."

The same position of 10 stocks, that is, almost 6000 million yuan, and the average holding chip of about 1200 million yuan for each stock is basically the same.

These stocks can no longer increase their positions, and the funds received today need to buy another position of about 6000 million yuan.

That is to say, Gu Junhao still needs to buy at least three new stocks; of course, Gu Junhao has already selected the target for opening a position, and he can silently digest 2000 million yuan of funds, which is naturally a heavyweight stock.

The three stocks are Zhaoshang Bank, Yongcheng Bank and Zhongguo Ping An!

At this time, these three stocks were still falling, and Gu Junhao was not in a hurry to buy them. Zhaoshang Bank and Yongcheng Bank were always what Gu Junhao wanted to buy.

It's just that the national team has been using the banking sector as a tool to protect the market before, and it didn't fall much during the stock market crash. In addition, it didn't match the investment logic at that time, so there was no chance.

As the national team gradually withdrew from the market and the circuit breaker plummeted, the two banks finally returned to their low positions.

After two months of decline, the stock price of Zhaoshang Bank is currently maintained at a range of 15 to 16 yuan, while that of Yongcheng Bank is maintained at a range of 13 to 14 yuan.

Regardless of the relatively reasonable valuations of these two banks and their subsequent increases, it is said that the banking sector generally has a good trend before dividends in July.

This period of time is generally the period from the end of the year to the first quarter, and it can rise to the second quarter or before dividends. The cycle is generally like this.

It's a pity that another bank stock that Gu Junhao likes is not yet listed, otherwise he would have bought all three of them.

After the new village head took office, the banking sector expanded significantly, especially the small and medium-sized commercial banks in Jiangsu Province, which were listed in large numbers, resulting in a serious diversion of funds.

However, that is not the case at present. After all, he has just taken office and it is still early. Buying individual bank stocks at this time is a good choice.

He didn't buy a lot of other bank stocks. In fact, Gu Junhao looked down upon them, and the gains of other bank stocks were relatively limited.

However, if the follow-up funds continue to increase before the quarterly period, Gu Junhao will have to buy another bank stock as an alternative.

This bank is China Construction Bank. The decline of the bank in early trading today was relatively large. Even large-cap stocks such as China Construction Bank fell by nearly 2%, and the stock price remained at around 4.7 yuan.

Zhaoshang Bank and Yongcheng Bank have fallen by more than 2%, and the overall bank sector has fallen by more than 1.5%, which is an important driving force for the decline in the broader market.

As for Zhongguo Ping An, before 2018, Zhong Guo Ping An at a price of around 30 yuan was worth investing in. As for those who bought Zhong Guo Ping An at around 2018 yuan or even 80 yuan after 100, they can only be called pure-bred leeks.

Back then, Gu Junhao once had a friend who broke into Zhongguo Pingan at around 80 yuan.

In the future, the three banks do not need to clear their positions like sub-new stocks, and they can increase their positions when their capital scale is large. This type of stocks is almost a clear card for the market, so there is no need to worry.

At 10:05, the Shanghai Composite Index fell to 2809.56 points, a drop of 3.03%. At this time, the ChiNext has shown signs of stopping its decline.

Zhaoshang Bank, Yongcheng Bank, and Zhongguo Ping An all fell by more than 3%. Gu Junhao made a timely statement!

"Zhaoshang Bank, the price range from 15.10 yuan to 15.30 yuan, quickly fill up the position!"

"Yongcheng Bank, the price range is 12.98 yuan to 13.1 yuan, and the position is quickly filled!"

"Zhongguo Ping An, the price range is 30 yuan to 30.20 yuan, and the position is quickly filled!"

The three traders were shocked when they heard the words, including Liu Tingting, they all acted quickly. Although Liu Tingting already knew the boss's plan, she still rolled her eyes inwardly.

The boss's wild and unconstrained trading ideas, yesterday's full-position buying of sub-new stocks, and today's big financial sector led by banks and insurance.

Even if this kind of position is announced in real time, it is meaningless. I don't know its specific direction at all. I have to say that the boss is getting more and more treacherous now.

And the three traders were even more at a loss. They didn't know the logic of Gu Junhao's completely different buying methods in the past two days.

Is the operation of the previous two funds also the same?Or this is the way the boss operates. Even if you follow him to buy, you don't know where his real direction is.

The buying volume of 2000 million yuan was really drizzle for these three stocks. At 10:35, the Shanghai Composite Index began to stop falling when it hit the lowest point of 2802 points.

The banking and insurance sectors also entered into a state of stagnation and started to trade sideways at a low level. After the ChiNext Index stopped falling, it took the lead to enter the rebound mode at this time.

At 11 o'clock, the index rebounded to above 1900 points, and theme stocks broke out again. Active funds in the market are trying to use small and medium-sized sectors to drive market sentiment.

The market sentiment is like this, coming and going quickly. By the end of the afternoon, the entrepreneurial index has miraculously turned red, leaving a golden needle bottoming out at about 5%.

Small and medium-sized ventures have made a big golden needle bottom, which undoubtedly injected a lot of vitality into the market. Once again, the leeks felt that they were doing well. Driven by this, the Shanghai Composite Index returned to the position above the intraday moving average.

"Haha, those who bought in the morning are basically popular, the boss." At the close of the noon, Liu Tingting said happily.

Today's early trading on the GEM's golden needle bottomed out, but it provided a lot of convenience for Jun Shishi Investment to passively increase its positions. Not only did the cost of holding positions not increase, but it decreased to a certain extent.

This is the case with public funds. If there are too many subscription funds in one day, the fund manager can only passively increase the position, which will lead to higher and higher holding costs.

This is especially true for star fund managers, such as Kun Kun in the late previous life, the fund was frantically sought after by the market during the overheating period, and the daily subscription amount was a very exaggerated figure.

At its peak, the total size of its several funds exceeded 1200 billion. This is an astronomical figure. No matter how tacitly the group market is, it will collapse when a single company dominates the market.

For small funds, anyway, such a high market value of yours will not come out for a while, so I will run away first, so as not to take over for you.

The family run away, and the Baotuan market naturally came to an end here.

Kunkun still has some professional ethics. Near the high level, the fund purchases are restricted, and the amount of daily purchases is very limited. This is also a side reminder not to buy leeks again.

As the manager of a public offering fund company, he can't publicly say anything that is unfavorable to his funds. The high purchase limit is already his greatest conscience.

However, the fund market was really overheated at that time, and there were too many brainless Christians rushing into the market, completely unaware of any risks.

This is the case with the sudden influx of 1.3 million yuan of funds from Jun Shishi Investment today. Although the amount of funds is not large, it also caused a great impact on the position.

Yesterday, the fund was still in a state of almost full position, but the position quickly dropped to around 35% at the opening of the early trading today. At this time, it can only be a passive increase in position.

Fortunately, Gu Junhao has already designed a plan in advance. Compared with the relatively easy private equity career before, the pressure of operating a public offering for the first time is still relatively high.

I just hope that as the popularity slowly decreases, the subsequent subscription amount will enter a flat stage, and there will be no more sudden outbreaks.

In the afternoon, the GEM continued to strengthen, and at the end of the session, heavyweights such as the big financial sector and the petrochemical duo also began to exert their strength.

The continuous pull up has caused the three major indexes to show different degrees of rise, leaving a golden needle bottoming trend.

The Shanghai Composite Index achieved six consecutive positives on the daily line, but today's increase was only 0.14%, reported at 2901.39 points, and the pressure at 2900 points is still very obvious.

Today, Junshi invested and opened 1.35 lots of Zhaoshang Bank at a real price. The average transaction price was below 15.30 yuan. In late trading, Zhaoshang Bank closed at 15.96 yuan.

Yongcheng Bank and Zhongguo Pingan also rose to varying degrees. The three backing positions made a lot of profits today, and Zhaoshang Bank made the largest profit, with a closing profit of 4.31%.

The floating profit of Zhongguo Ping An also reached 3.64%. These three new positions are almost all copied near the bottom position of today, and they are almost full of the profit of today's amplitude.

After the market closed, the three traders looked at Gu Junhao a little differently, although they hadn't guessed Gu's operation ideas at all in the past two days.

But for two consecutive trading days, yesterday's GEM rose sharply, and Mr. Gu bought the sub-new stocks with the highest gains at the opening of the market, and today he made the most of the Shanghai Composite Index's bottoming market.

"Although I can't understand it, it looks so powerful. Mr. Gu's operation idea is really powerful!"

"Looking at the Internet, you are right. Mr. Gu has a very good view of the overall situation of the market, and he has caught the hot spots in two days!"

　A 5000-word chapter, asking for a monthly ticket, the keyboard ran out of battery!

　　
　
(End of this chapter)