Chapter 291 Thinking about New Investment Directions
Chapter 291 Thinking about new investment directions
Author: Ru Meng Ru Hua
Chapter 291 Thinking about new investment directions
The hype of concept stocks only needs a primer to ignite, especially for small and medium-sized stocks that have exhausted their short-selling volume yesterday and probed the bottom; in the evening, Yin Zhijie issued an announcement: its equity participation subsidiaries were connected to the central bank's tax collection.
List of letter systems.
Gu Junhao knows better than many people how important credit reporting is to ordinary people. After experiencing the black swan incident in 2019, credit reporting has become an unavoidable topic for many ordinary people.
Hot money is good at chasing hot spots and will not miss such important news. In addition, small and medium-sized entrepreneurial stocks do have a need to rebound. Unsurprisingly, Yin Zhijie's long position was very strong during the gathering period on Tuesday morning.
Yinzhijie, which opened with a gap up 5.56%, quickly closed its daily limit in the morning.
Throughout the day, small and medium-sized startup stocks performed strongly, and Tonghuashun and Dongfang Wealth also both hit the daily limit. Affected by this, the GEM Index rose 5.12% throughout the day, with a bare-headed and barefoot big positive line standing firm on the daily 60-day moving average.
.
The ChiNext Index returned to above 1500 points, at 1539.83 points. As for the main board, which was full of emotions yesterday, there was no surprise that there was a sharp shock. Yesterday, two barrels of oil both hit the limit, which probably frightened a lot of people.
people.
Without yesterday's performance, the main board naturally has no reason to rise sharply. The Shanghai Composite Index, which turned green several times throughout the day, only managed to close in the red with an increase of 0.03% in late trading; yesterday's bottom hunting, today's stock price rose to the daily limit.
, I have to say that Li Ze's luck is indeed good.
Li Ze, who accidentally switched from short-term trading to medium and long-term trading, caught up with the arrival of the bull market and was undoubtedly one of the lucky ones in the stock market. Li Ze, who had tasted the sweetness, would naturally not sell Tonghuashun after a daily limit.
Today, Li Xinyu is also very happy. It is the first time in her life that she has tried the daily limit. She is in a good mood and even invites Gu Junhao to drink a cup of coffee. In Gu Junhao's impression, Li Xinyu is usually very stingy in addition to being generous with money.
of.
"Isn't this how everyone in the group gave out red envelopes after the bull market hit the limit?" Gu Junhao thought a little funny, but after all, lucky people like Li Ze belong to the minority.
You must know that the panic decline of the GEM yesterday morning caused many investors to cut their stocks and switch to the main board market. But today, seeing the stocks they cut stocks rising sharply, the stocks they bought did not perform well, and they felt nothing but MMP.
Other than that, I don’t know what else to say.
The trend of switching from the February 8 market to the August 2 market is still continuing. Entering Wednesday, even with brokers protecting the market and two barrels of oil pulling up in the late trading, the Shanghai Composite Index only closed with a small increase.
.
The ChiNext Index also performed poorly, but small and medium-sized startup stocks were very active, and most of the stocks that showed up were rising. Tonghuashun, Dongfang Wealth continued to rise after hitting the daily limit, while Yinzhijie closed the daily limit again.
The switching style of the market has been very obvious, and it has become even more so on Thursday. The Shanghai Composite Index fell sharply throughout the day on Thursday, and the ChiNext Index once again stood up with an upward trend for the second time after testing the 5-day line.
line, the rebound trend is very obvious.
On Friday, the small and medium-sized startup sector, which has a clear rebound trend, closed with another big gain. The ChiNext Index rose by more than 2%, with an amplitude of more than 10% within a week, and led the Shanghai Composite Index with an increase of 5.54%.
Tonghuashun's K-line closed for six consecutive periods (false positive line on December 31), rising 14.77% in a week. Dongfang Fortune also rose 25.18% on a weekly basis, and Yinzhijie's was even more exaggerated, exceeding 31.76% this week.
Although the performance of securities firms this week was average, with Xibu Securities falling 6.52% for the whole week, due to the surge in Yin Zhijie and Dongfang Wealth, Junshi No. 1’s earnings this week were naturally much stronger than Junshi No. 2. In addition, there are also the
Zhongguo South Locomotive and Rolling Stock Co., Ltd., whose weekly newspaper reported five straight lines, also provided a profit of more than 1.5 million yuan.
After the two funds announced their performance, combined with the last performance announced at the end of the year, for those who pay attention to the net worth of Junshi funds, if they cannot see the holding style of the two Junshi funds at this time, it would be a bit confusing.
Too slow.
Junshi No. 1 focuses on small and medium-sized enterprises, while Junshi No. 2’s positions are undoubtedly dominated by weight. Judging from the performance of Junshi No. 1, which has risen sharply, the positions of these two funds must be very heavy.
All this is also in line with Gu Junhao's remarks about holding stocks in the bull market as mentioned in a letter to investors in response to market doubts before New Year's Day; for a time, Gu Junhao's fans became more confident in holding shares.
Naturally, people like Li Ze are indispensable among them.
In 2015, except for entering the trading room for the whole day on the first trading day, Gu Junhao never entered the trading room again for the next four days. Gu Junhao, who is busy with the reorganization of the fund business department, is still quite busy this week.
The reorganized fund business department is more similar to a complete financial institution. As of June this year, Junshi Capital has officially been in operation for more than two years and can participate in the offline subscription of new shares.
After the registration system is officially fully implemented, offline new investment can be said to be a huge profit. After the bull market ends this year, the market conditions are not very good. If a new fund is issued, it will naturally not be able to make the same big profits as this year. Offline investment will
The new rule is an important supplement to performance.
After the reorganization, the Fund Business Department will be officially renamed the Investment Business Department. After the current two funds are liquidated, Junshi Capital will have a large amount of cash flow. How to use these cash flows is also a problem for Gu Junhao.
Having more money, how to spend it is not a simple matter; Gu Junhao, who has been able to achieve financial freedom in his past and present lives, is not a nouveau riche, and he does not have much regard for the lavish life of beauties, cars and beautiful women after getting rich suddenly.
great interest.
A luxurious life may make many people yearn for it, but after experiencing it, there is not much difference. There is no need to be harsh on yourself in life after you have money, but there is no need to be too exaggerated.
From Niu San in his previous life to an Internet celebrity private equity fund manager in this life, Gu Junhao wants to start a career of his own by relying on his own abilities and information that is more advantageous than most people.
At present, the investment plan that Gu Junhao thinks of is nothing more than the primary market and the secondary market. In the secondary market, Gu Junhao will organize the self-operated market of Junshi Capital in a manner similar to that of a securities company.
Proprietary investment will not be limited to stocks or even A-shares. Hong Kong stocks and even foreign stock markets, led by the United States, will also have great potential in the next few years. You can't just cut your own leeks in A-shares.
In this regard, Gu Junhao himself can control the overall situation. As for the investment in the primary market, Gu Junhao feels that he does not have much ability at present. Apart from knowing some general directions, he does not have a good understanding of specific companies in the industry.
.
Companies such as giants or unicorns that could appear in the news media in previous lives have already been divided up by large venture capital institutions in 2015. It is considered very good to be able to leave some scraps for themselves.
As for the success of investing in Park Lane Auto Parts, outsiders may think that Gu Junhao has a certain vision in the primary market, but in fact, in Gu Junhao's own opinion, this is not the case.
Investing in Park Lane Auto Parts is more of an attempt at the primary market and the real industry. At the beginning of the investment, Gu Junhao was rushing to lose the investment allocation of 6 million yuan. He is now able to achieve this level, and more
This is due to Jiang Jianbai's personal ability.
"We are missing someone who can understand the primary market very well!" Gu Junhao said with some sigh.
After the reorganization, the investment division currently still serves as the person in charge. It is necessary to find a way to find a person in charge who is very knowledgeable about the primary market, especially the real industry.
Just as each department now has a full-time person in charge, Gu Junhao also hopes to have someone who is capable enough to lead the investment division forward step by step, so that he can be freed from specific matters and have more control over the overall situation.
However, such talented people are not easy to find. This is currently Gu Junhao's biggest headache. Fortunately, the two funds have not yet reached the point of complete liquidation, and there are still a few months left, so he can slowly look for them.
In fact, in Gu Junhao's opinion, Jiang Jianbai is a good candidate. Jiang Jianbai, who graduated from a prestigious school, dares to put down his identity, dares to fight hard, actively seeks transformation when encountering setbacks, and dares to face up to opportunities when he sees them.
Personal qualities and profound knowledge are his highlights. However, Jiang Jianbai, who has been focusing on specific affairs over the years, has limitations in his overall view, not to mention that he currently has his own career.
It is naturally impossible for Jiang Jianbai to give up Park Lane Auto Parts, which he has worked so hard to run, and join Junshi Capital to become a professional manager, unless Gu Junhao can forcibly acquire Park Lane Auto Parts and make Park Lane Auto Parts a subsidiary of Junshi Capital.
Not to mention the fact that Gu Junhao couldn't do this kind of forceful seizure of other people's careers. Even if he did it, it would definitely arouse Jiang Jianbai's resentment.
Time came to January 12. The Shanghai and Shenzhen stock markets that completed the 82 market switch last week continued again today. The Shanghai Composite Index failed to achieve a good start on Monday, falling 1.71%. The Shenzhen Component Index was also in decline.
Before the close in the morning, the heavyweight sectors collectively fell, and the Shanghai Composite Index finally fell below the 10-day line support, and the high and volatile trend was very obvious; it is worth mentioning that after closing at the six-digit daily limit, both North and South Railway closed at the daily limit today.
opening.
The amplitude of Zhongguo South Locomotive and Locomotive & Rolling Stock Exchange throughout the day was close to 10%, and there was a huge volume of transactions. At the end of the trading day, with a total trading volume of 9.75 billion yuan, the stock price fell 1.36%, closing at an integer price of 10 yuan. It was hard for Su Mingyu to imagine that a plate with such volume
Large individual stocks can double in just six trading days.
However, he followed Gu Junhao's advice very well. Even though the market fluctuated violently today and eventually closed down, Su Mingyu still held his position. Obviously, the previous expected price of 10 yuan could no longer explain the current trend.
After the merger, it is inevitable for the CSRC to re-evaluate its stock price; in Gu Junhao's view, in addition to the stock price that has been trading sideways for several months and the trend of doubling after the suspension, today's CSRC opening is not only for some funds.
In addition to the need to take profit, it is more affected by the broader market.
The continuous unlimited one-word board means that for Zhongguo South Locomotive, there is also a need to wash the market and shake up the warehouse. Taking advantage of the decline in weight today, it is a good opportunity. Gu Junhao, who knows the trend of Shenche, naturally knows that the stock price of 10 yuan is very important to the current stock price.
It's not expensive for a fancy car.
As for adding positions, Gu Junhao had never thought about this. Xu Jianqing bought the 5,000-lot Shenche position accidentally, just as a bull market indicator.
The weight has fallen, small and medium-sized enterprises are booming, and the Internet financial sector has once again performed well, leading a series of small and medium-cap stocks to achieve sharp rises. Tong Huashun and Dongfang Fortune have both reached their daily limit again.
Yin Zhijie also rose by more than 2% today. With these three popular GEM leaders in hand, Gu Junhao naturally does not need to invest too much energy in the magic car. Judging from the dragon and tiger list after the market, the stock price has returned to the 20-day line.
Tonghuashun above was heavily bought by institutions, which is a very good signal.
With Tong Huashun's heavy support from institutions today, the net purchase difference of the Dragon and Tiger List reached 345 million yuan, and the top five seats purchased accounted for more than 20% of the total transaction volume. However, Dongfang Wealth's increase today made Gu Junhao a little bit
Accident.
Shanghai Gang, who has not paid much attention to it for a while, will naturally not miss the rebound of small and medium-sized enterprises in this round. As the Internet financial sector is a popular sector in this round of rebound, Shanghai Gang surprisingly did not choose Tonghuashun, but chose Tonghuashun.
Strengthen the wealth of the winter side.
Among the top five seats, except for the fourth-ranked Qingchun Road in Hangzhou, which bought 63.8468 million yuan, the other seats are joint seats of the Shanghai Gang who previously operated Tonghuashun. These four companies bought a total of more than 320 million yuan, of which
A family on Liyang Road bought more than 120 million yuan, ranking first among the buys.
"I didn't see Fushan Road, nor did Tonghuashun. Is there a shadow?" What surprised Gu Junhao was that all members of the Shanghai Gang attacked Dongfang Fortune, but they didn't see Fushan Road. Tonghuashun and Donghuashun earlier were not seen.
He is not even on the Fang Wealth Dragon and Tiger list.
This somewhat surprised Gu Junhao. Fushan Lu had bought these two stocks before, leading Tonghuashun and even Dongfang Wealth to rise sharply. It was impossible to be indifferent to this round of rebound.
Judging from the breakdown of large-ticket purchases on Fushan Road, it is impossible for him to sneak into low-priced purchases like Gu Junhao. For someone who likes to eat alone, every purchase must be a very large number.
Judging from the dedicated attitude of hot money investors, Fushan Road did not appear in this round of rebounds in Tonghuashun and Dongfang Fortune. Regardless of reasons other than his personal stock, it can only be a matter of eating meat or trapping in other stocks.
.
However, Gu Junhao has no interest in looking for Fushan Lu on the Dragon and Tiger List. For him, Fushan Lu is just a passerby in life, no different from the countless investors and hot money he has cut off.
I didn’t get home until half past eight, and I didn’t finish my meal until ten o’clock. It was just one chapter in the evening. If you have time during the day, I would like to add more chapters. I’d be too embarrassed to ask for a monthly ticket~