Chapter 287 A letter to investors (asking for monthly votes)
Author: Ru Meng Ru Hua
Chapter 287 A letter to investors (asking for monthly votes)
The sharp increase in the net worth of the two Junshi funds this week has aroused widespread concern in the market. Within two days over the weekend, it aroused countless heated discussions. The general public and peers were all discussing their net worth curve rates.
The first thing that ordinary people think of is whether there is insider trading, but for some investors who know a little bit, all they can think of is that Gu Junhao has already reduced his position in advance before releasing Tonghuashun's equity pledge, and after the sharp decline, there will inevitably be
There is bargain hunting happening.
From the perspective of industry insiders, through the curve trend of Junshi No. 2 net worth, it can be found that Gu Junhao did not reduce his position on a large scale on the day of the crash, but achieved substantial profits through his large-scale position adjustment behavior.
With this kind of position adjustment, everyone is also very amazed at its ability to grasp the market situation.
At the same time, the abnormal trends of the two funds also attracted the attention of the local regulatory authorities where Gu Junhao was located. After a series of checks and confirmation that there were no illegal operations, they were finally put down.
But even so, Gu Junhao also received a phone call from the regulatory authorities, and there were some hints in his remarks, asking him to keep a low profile in the future. Such a large-scale T behavior with a full position, if the funds were larger, the consequences would be very serious.
Huge.
In this regard, Gu Junhao accepted it humbly. This was also the first time he had received such a call. Gu Junhao was somewhat prepared for this, and even did it deliberately. According to the past style, doing T could be half-full.
The reason for doing this this time is to test the attitude. In the current situation of small fund scale, if the effect caused by doing T can attract attention, then for the future issuance of funds, its positions will be further optimized.
"Did you get the call?" Zhang Yiru looked at Gu Junhao nervously.
"It's okay, don't be nervous, it's just a normal inquiry. We don't have any violations." Gu Junhao said comfortingly.
"It's okay. You should keep a low profile from now on. It's hard to explain this kind of thing. It's possible whether it really causes trouble or not." Zhang Yiru complained a little. His performance has increased so much in one week, so he can't control it.
.
"I know, I'll call Li Xinyu and ask her to issue a self-clearance announcement."
Any change in the position of an account cannot escape supervision. Gu Junhao naturally knows this. If there is a violation, it will not be found out with such a simple phone call.
Gu Junhao picked up the phone again and called Li Xinyu: "Use the company's official blog to issue a statement. Aite, our local regulatory official, responds to the doubts on the Internet. We have no violations and are just adjusting positions normally.
."
This is what the leaders requested. There is widespread speculation in the market about whether the two funds have insider trading, so it is necessary to issue a self-clearance announcement.
——
If you superimpose the trends of brokerage stocks and the broader market, it is not difficult to see that when brokerage stocks adjust, the broader market and even some other financial sectors will follow suit. From here, it is not difficult to see the influence of brokerage stocks as the leading sector in this round of market conditions.
The leading sectors have doubled as a whole, and the market is divided over whether to adjust in the short term. However, the trends of securities firms in recent trading days have also reminded investors that even if they are optimistic about the trend of A shares in the long term, short- and medium-term shocks are also
It must be guarded against.
Especially in the context of margin trading and leverage, the speed and depth of shocks and washouts will be significantly enhanced compared to before. A careless pursuit of the rise and fall may lead to the wrong rhythm of the overall market.
This is why you don’t make money or even lose money in a bull market.
Therefore, in terms of operation, investors should try not to chase high prices, ensure that their positions are rationalized, and dare to buy low when there is a correction; and because in the bull market, many sectors will appear in the form of speculation, so for exchange
In terms of warehouses, you don’t need to do it too frequently.
For sectors with excessive growth, you should not pay too much attention. You can put some positions in sectors with low valuations, which may have unexpected effects.
At the same time, there are risks in the stock market. I hope everyone will also pay attention to risk control when investing, and try to use your spare money to invest in stocks. As for specific operations, you can operate according to the bull market strategy of covering stocks.
For friends who don’t have much time to pay attention to the stock market, don’t worry too much about short-term adjustments, take a longer-term view, pay more attention to the people around you, and enjoy life better.
In addition, I wish everyone a happy New Year in advance, Gu Junhao!
After the clarification was published on the company's official blog, Gu Junhao thought for a long time and felt that this might not be enough to dispel some people's doubts, so he simply published an open letter to investors on social media in his own name.
Translated in vernacular, the content is nothing more than that it is a bull market now, and there is no need to panic. Adjustments are normal; and the leading sector of the bull market is naturally the securities firm. Keep an eye on the leading sector and hold the positions in your hands. Sooner or later it will be your turn.
of.
In addition, it reminds ordinary investors of the risks. Whether they can listen to it depends on the individual. A fund manager publicly released a letter to investors, which did not mention specific stocks. These are not illegal.
The reason why Gu Junhao dared to make such public remarks was because the bull market in 2015 was a general rise. It can be said that 90% of the stocks in the market will increase by at least 30%, so there is no need to worry about making profits from the positions held before this.
The difference between those who get the money is just how much.
And if in the market outlook, when the sector differentiation is very serious and the index is abnormally distorted, in the same stock market, some stocks rise to the sky, and some stocks continue to bottom out without anyone paying attention, then Gu Junhao's remarks are
I absolutely dare not say it out loud.
The weekend has passed, and a new week has arrived. On the 15th, the first trading day of the second half of the month, the Shanghai and Shenzhen stock market indexes performed generally, but individual stocks rose more than they fell. Nearly 60 individual stocks have reached their daily limit.
situation.
There was a divergence between individual stocks and the broader market, heavyweight stocks and small and mid-cap stocks. Banks, steel, non-ferrous metals and other sectors experienced corrections. The brokerage sector was not as strong as before, and the GEM index once again set a new historical peak.
Although the performance of the market index is mediocre, individual stocks are relatively active. Overall, the popularity of the bull market is still there. In the first stage of the bull market, heavyweight stocks led by securities firms boosted the market and quickly increased its popularity, attracting social funds to enter the market.
At present, it seems that this day has been reached, and brokerage stocks can also enter the consolidation stage.
Tonghuashun is one of the stocks with daily limit, breaking out of the trend of two consecutive boards. Fushan Road once again sold more than 35 million yuan, and the total shipments in the two trading days exceeded 80 million yuan. The continuous shipments plus the withdrawal of funds from Dongfang Fortune
, finally put a smile on Lao Fu’s face.
With no one jumping the gun or making trouble, the cooperation among hot money went very smoothly. In the past two trading days, everyone took turns to pull each other up. Only a small amount of funds was needed to easily push the stock price to
Price limit.
Zhongguo Communications Construction, which had experienced five consecutive positive trends last week, closed its daily limit again today. The stock price showed an unusually strong performance. A series of big game veterans were heavily involved. Judging from the dragon and tiger list after the market, the outflow of Zhongguo Communications Construction exceeded the daily limit today and exceeded 2.1.
billion.
Among them, the Securities Sales Department on Caihong North Road, Yongcheng, which Gu Junhao is familiar with, is close to liquidation, with sales reaching 105 million yuan, while hot money has been relayed to the other three companies, and the buy-one to buy-three purchases have exceeded 80 million yuan.
"There are so many rich people in the stock market. They can buy more than 100 million just by buying. Even large-cap stocks like Zhongguo Communications Construction dare to play relay." Gu Junhao couldn't help but sigh at the Dragon and Tiger list of Communications Construction after the market closed.
Today is Junshi Capital's payday. After receiving the text message that the salary has arrived, everyone's face is filled with smiles. The performance of the two funds has soared. Coupled with the impact of getting engaged, Gu Junhao has been in a very good mood recently.
good.
The boss was in a good mood, and with a wave of his hand, he handed out another special bonus. Private companies are so willful.
On Tuesday, the sector switching style changed again. In early trading, the small and medium-sized entrepreneurial sectors rushed sharply. The ChiNext Index once again set a new record high at 9:37 in early trading, reporting at 1674.98 points.
While the index reached a new high, a series of stocks that faced high pressure from the first round of rising prices, such as Tong Huashun, Yin Zhijie, and Dongfang Fortune, seemed to lack motivation and lacked the meaning of over-the-counter funds to take over.
Big money seems to be still very excited about heavyweight stocks. The brokerage sector, which has been adjusted for several consecutive trading days, once again performed relatively strongly today, with frequent changes from the beginning of the collective price inquiry.
Individual stocks had no intention of cooperating with the rising index, and all went up and fell back. The ChiNext Index also fell rapidly. At 10 o'clock, the index was at 1646.03 points, down more than 1.5%.
While small and medium-sized enterprises plunged again, brokerage stocks moved up, and Xibe Securities once again hit the daily limit. This time, Xibe Securities' impact on the daily limit price was responded to by the entire sector, and a series of brokerage stocks began to follow suit.
At 10:40, the GEM index reported 1636.18. During the one-hour diving market, the GEM index fell more than 2%. This time, the GEM index reported a decrease of 1.28%. Tong Huashun’s today’s high of 65.98 yuan was higher than the day when Gu Junhao sold on December 8.
65.99 yuan is exactly 0.01 yuan lower.
Hushangbang, which has no intention of rising again, has controlled the stock price within a good range. Since 9:40, Tonghuashun has been trading in the Shanghaishangang market with shock shipments throughout the day, and the stock price amplitude has remained at 5%.
interval.
At the end of the day's trading, Tonghuashun reported a high cross-yin line trend. The whole-day transaction volume reached 1.03 billion yuan, and the turnover rate reached 12.59%. The second round of stock price rebound was not as expected. Tonghuashun started a downward trend today.
On Wednesday, Tonghuashun fell 4.55%, with a turnover of 679 million yuan. On Thursday, Tonghuashun dropped another 7.06%. On Friday, Tonghuashun once again topped the dragon and tiger list with a fluctuation of more than 15%.
On the Dragon and Tiger list on December 19, there is no longer any sign of Shanghai Gang. After four trading days of shock, Shanghai Gang has successfully completed clearance and shipment. After this round of market conditions, Fushan Road has the largest position.
The income reached 35%.
Although there is a 35% return, for top hot money companies such as Fushan Road, most of the funds are locked up in one stock for a month, being picked off twice, and then seeking help from other hot money companies in order to ship goods.
, and got a lot of favors.
In the process of building a leader in the Internet financial sector, Fushan Road can be said to have been quite successful, but in terms of the results after shipment, it was still quite a failure.
"Young man surnamed Gu, I remember you. This one really screwed me up." At the close of trading on Friday, Lao Fuchu, who had finished shipping the goods, said with a long sigh.
"Indeed, we were deceived by this kid. The agencies behind us who jumped the gun must have been influenced by him. They found out that we had to pull them away before they jumped the gun."
"Yeah, but this guy is quite trustworthy and didn't continue to cause trouble later. It stands to reason that he can do it again, but from the recent transactions, it can be found that he did not continue to do it, which is not bad."
"Today's young people are amazing. They are decisive and know how to advance and retreat. Even if you are cheated by him, you have no reason to take revenge."
"Have you found the positions of their funds? Wasn't he questioned by the local regulatory authorities last weekend? There should be outflows of positions, right?"
"I found some of them, but it's of no use. They are all brokers with similar weights, and this guy is such a thief that he has reduced his positions. The cost is ridiculously low. If you go after him, it is equivalent to self-inflicted harm."
"Hey, forget it, remember the lesson, next time you can't buy too much for one seat, it will be better to divide your positions into multiple positions in the future."
"In the final analysis, our influence is not enough. The market actually looks down upon us, and the willingness of retail investors to take over is not enough. We must remember the lesson this time."
"That's right. Looking at the comment sections of some stock forums and stock forums, they all said that we were cut too hard. They all clapped their hands and expressed joy at the fact that we were harvested by the boy named Gu this time."
"Don't worry about these idiots. They will be harvested by us when the time comes. If we raise the daily limit, they will come back obediently. There are also many people who will take over this time."
"That's what leeks are like. They curse with their mouths but are very honest with their hands, haha."
While Tong Huashun has made a sharp correction for three consecutive trading days, the ChiNext Index also fell sharply after peaking on Tuesday. The index closed at 1596.81 points by the close of Friday, falling below 1600 points again.
Looking at the trend line, the daily level of the ChiNext Index has broken through the 5-day line and the 10-day line, and has tested the 20-day line. The weekly line is also a high-level cross negative line trend, which is somewhat similar to the trend on Tuesday.
.
Near the end of the year, for a series of small and medium-sized startup stocks that have experienced huge gains, the market remains skeptical about whether their performance and expectations can keep up with the increase. For most small and medium-sized institutions with capital needs, the selling performance is uncertain.
, small and medium-sized entrepreneurial stocks with huge growth rates are the best choice.
Double monthly pass, please give me a monthly pass~~