Chapter 226: Good Weekend
Chapter 226 Good luck on the weekend
Author: Ru Meng Ruhua
Chapter 226 Good luck on the weekend
From suspension to resumption of trading, to the end of today's trading rise, the trend of Winter Fortune this week seems somewhat different from the ordinary.
Although it experienced a sharp drop on Tuesday, it was precisely because of the pull-up in the late trading that Winter Fortune Magically rose by 0.5% weekly.
Another Tonghuashun, who performed averagely in the last three days, was far less strong. Tonghuashun fell by 6.54% weekly, and was slightly behind Yin Zhijie.
Yin Zhijie fell 6.68% this week, but with the same big drop, Yin Zhijie's trend is much better, not to mention that he also has potential benefits for asset restructuring.
There should be no major problem with Yin Zhijie's reorganization being approved. Nowadays, such acquisition plans are rarely rejected.
There is no problem with Yin Zhijie's trend, and the adjustment of Tonghuashun will not be known when. During this period, Dongfang Fortune will also regain its position as the leader in the sector.
It is time to announce the fund net value again. The sharp drop on Tuesday caused both Shanghai and Shenzhen stocks to fall this week, and small and medium-sized stocks were particularly tragic, although they rebounded in the following three trading days.
But relatively speaking, there are still a few stocks that can recover before the big drop, and most stocks are in a weekly decline. Yin Zhijie even suffered huge weekly declines due to the suspension of trading.
Junshi No. 1's profit this week was also greatly affected, but due to the timely bottom-up purchase of Dongfang Wealth and the rise in the last two trading days, the overall scale of Junshi No. 1 finally returned to more than 70 million yuan.
The overall scale of 72.3045 million is not much changed compared to last week. The net value of the fund has risen from 1.8054 to 1.8076, and is still in a state of growth.
This yield rate also made peers completely unable to understand it, and Wang Chao, the fund manager of Henghua No. 1, seemed very confused.
"There is no operation on the full warehouse of Dongfang Fortune? But it doesn't look like it." Junshi No. 1's fund net value curve showed that there was a very large drawdown this Tuesday, and the scale once fell below 70 million yuan.
The increase in the next three trading days was also very large, returning to more than 70 million yuan, and refreshing the net value curve again. It was impossible without operations.
I only bought 6,000 lots of Winter Fortune, but I still chased the rise, which has brought Henghua No. 1's profit to a new level. In fact, this week, the growth rate of Henghua No. 1 is higher than that of Junshi No. 1.
The Junshi No. 1, which rebounded rapidly but did not increase much, also made Wang Chao completely confused. However, one thing is certain that Gu Junhao must have reduced his position before the big drop.
Moreover, there was a bottom-buying behavior on the day of the sharp drop, otherwise it would not be enough to explain that the fund rebounded so quickly in the next three days. This was a profit of more than 3 million yuan, which was nearly 5% of the total scale of Junshi No. 1.
"I don't know which stocks he bought, but it's highly likely that he was buying at the bottom of Dongfang Fortune, and he copied it before the suspension of trading." Shi Xin said to Wang Chao.
In the two trading days, the increase in Dongfang Wealth can basically correspond to the overall increase of Junshi No. 1.
Thinking of this, Shi Xin couldn't help but admire Gu Junhao's decisiveness. He dared to buy at the bottom on the day of the big drop. Most people couldn't do such a thing. You should know that the wealth of the Winter Square was in a state of breaking the position at that time.
"Mr. Wang, do you think Mr. Gu has any insider information? Otherwise, how dare he buy at the bottom of that trend?" Shi Xin said to Wang Chao.
"It's time to get off work and everyone has left, so don't call Mr. Wang." Wang Chao responded, and then said: "The insider information should not be. You can see that the last time you attended the exchange meeting. Mr. Gu didn't know many colleagues."
"Then Mr. Gu is really bold enough. He is lucky, and he will rise sharply after the resumption of trading." Shi Xin said with some envy.
"Luck is actually favored by strength. You dare to buy at the bottom on the day of a big drop, and it can rise sharply later. This only shows that Mr. Gu's judgment on the market's adjustment is very accurate, and he dares to take action after the opportunity comes out."
However, what the two of them could not understand was why Junshi No. 1 clearly showed signs of buying at the bottom, but the overall scale did not change much. Could it be that they didn’t buy at the bottom?
This is not possible at all. If you want to increase by more than 3 million yuan within three days, 10 million yuan of funds will require three daily limits, and it is even more impossible to have less funds. Junshi No. 1’s position will not be very low.
The layman watches the excitement, the experts look at the tricks, and the net value of Junshi No. 1 on weekends has also caused heated discussions. Ordinary retail investors think this is not a reflection of Gu Junhao's true level, especially such a large drawdown on Tuesday.
You should know that Brother T has the habit of running away before the big drop and is quite sensitive to market changes. However, no matter what, the last three days of closing positive will finally be regained some face.
Insiders see changes in positions from the Junshi No. 1 curve and the difficulty of retrieving the decline through three trading days.
Under the same position, if you lose 5%, you will have to rise again, but it is not just a simple 5% increase. The drawdown on Tuesday is so large that it can be recovered. It can only be said that Junshi No. 1's position allocation is very reasonable.
"He has two tricks, according to his position management ability, he is stable this year's number one."
Only after the tide was gone did I know who was swimming in LUO. After the big drop, I could quickly recover the net value of the fund in three days. It was enough to show that Gu Junhao's ability was not as good as I imagined.
This weekend, investors were discussing not only the performance of Junshi No. 1 after the sharp drop. In two days, the market news was constantly enough to arouse heated discussion among investors.
First of all, trading data in August showed that A-share trading activity continued to recover in August, with the monthly turnover rate rebounding by nearly 14% month-on-month. The rebound in trading volume undoubtedly stimulated the securities business.
The China Securities Regulatory Commission also recently issued a document to cancel two off-customer requirements for securities companies' IPO listings and encourage qualified securities companies to go public. With the continuous issuance of IPO projects.
Whether from the policy perspective, as well as the performance brought by active trading and IPO, the outbreak of the securities sector has three major factors: time, place, and people.
The approach of the Shanghai-Hong Kong Stock Connect has also brought substantial benefits to the sector, especially large securities companies. In addition to these, the Shanghai Stock Exchange and the Shenzhen Stock Exchange have also recently announced that the scope of margin trading target stocks has been expanded, the Shanghai Stock Exchange has expanded to 500 units and the Shenzhen Stock Exchange has expanded to 400 units.
In August, my buying amount for market financing was 731 billion yuan, accounting for 12% of the total A-share trading volume. In addition to becoming the driving force for active market trading, it also brought considerable returns to securities firms.
A series of news made the securities sector the focus of the weekend. When Gu Junhao browsed these news, he couldn't help but sigh: "Greece Securities has finally come to an end."
It has been nearly four months since the establishment of positions. The rise of Greece Securities is less than 20%, the least of the four positions. Without the boost from these news, there will still be no big changes.
However, judging from the trends in the last three days of this week, Greece Securities has re-established above the 12 yuan price, and the trend is far stronger than the index. It is not difficult to see that some securities seem to have learned about data and news in advance.
Another news is related to Gu Junhao. The China Securities Regulatory Commission made a specific explanation of the private equity fund supervision measures released last month, prohibiting the disclosure of undisclosed information obtained due to position.
At the same time, private equity fund managers are also prohibited from treating different funds unfairly
China Securities Regulatory Commission: It is prohibited to use private equity funds' property or position to seek benefits. In addition, it will also regulate the practice of accounting firms and evaluation institutions. Severely crack down on illegal and irregular behaviors.
"It should be targeted at the recent incident between Xu, right?" Gu Junhao thought to himself. Supervision is destined to be stricter, and some practitioners are lost and have a chance to return it.
If the stock market crash comes and needs to kill the chicken and respect the monkey, it will be too late at that time. However, Gu Junhao has nothing to worry about and has always been strictly demanding himself.
Besides, it is just unfair to treat different funds, and these do not exist at all. Currently, Junshi No. 1 only has one fund.
The regular press conference on the weekend was still full of content. Looking back on these contents, Gu Junhao felt that he had gained a lot; at least two pieces of information were clarified, the first was to tighten the supervision, so that he should be vigilant at any time.
The second is that financing funds are entering the market on a large scale. If nothing unexpected happens, there will be no changes in the big bull market driven by this series of funds in 2015.
As the news came on Sunday night, Gu Junhao finally understood why the Internet finance sector and Winter Fortune changed abnormally at the end of the trading session on Friday.
News came out at the Internet Finance Innovation and Cooperation Summit held on the 20th that the guiding opinions formulated by the central bank on promoting the healthy development of Internet finance have been formulated in policies!
It is not difficult to see from its current attitude that the central bank has a clear attitude towards the current Internet finance industry.
"So that's it." The confirmation on the news also made Gu Junhao suddenly realize.
But there is no way, part of the funds has such advantages, and the market is like this. If you want to survive in such a market, you can only choose to passively accept it.
The news is lagging, but the inflow of funds will never be lying.
Later generations often tempted the public about Internet finance, but in the current view, it is indeed a good thing, at least helping some stocks to move out of very beautiful trends.
The current Dongfang Wealth also benefits from this sector, and Gu Junhao also makes a lot of profits from it. Everything has its own two sides and cannot be generalized.
The same is true for Tonghuashun. As far as the entire sector is concerned, these two are the most authentic, and Yin Zhijie is also considered this hot series in a sense.
After sorting out the news from the weekend, Gu Junhao also seemed a little excited; this series of news from the weekend was a real positive, and the stock price performance of Dongfang Fortune and Xibu Securities also shows that.
A series of positive news also made Gu Junhao look forward to the market performance next Monday. With this beautiful expectation, Gu Junhao fell asleep peacefully.
(End of this chapter)
Chapter completed!