Throughout the day, Tong Huashun’s transaction volume reached 261 million yuan, with a turnover rate of 8.74%, while Dongfang Fortune’s transaction volume was as high as 989 million yuan, with a turnover rate of 8.3%.
After the market closed, Gu Junhao turned off the computer and came to the trading room; the three of them got off work early, and they had to announce the net worth of this week by themselves. Having said that, Gu Junhao really didn't know much about the fund's situation this week.
However, this week, one of the four support positions, namely Dongfang Fortune, performed well, while the other three positions were not so good. I don’t know what the specific situation is, so I guess there will be no retracement.
Today the three major indexes all rose. The ChiNext rose sharply by 4.97% this week. Although the Shanghai Composite Index did not perform as expected this week, thanks to today's rise, the week ended with an increase of 0.63%.
Judging from the weekly chart, the Shanghai Composite Index has been positive for six consecutive years. However, due to the inability to break through in volume and the differentiation of heavyweight stocks, divergence has occurred.
Therefore, in Gu Junhao's view, the probability of the Shanghai Composite Index achieving seven consecutive weekly positives is not very high unless there is a relatively large breakthrough in volume and energy next week.
The GEM Index has also emerged from four consecutive positive trends. Since the 1255 point a month ago, the rebound rate has reached 16%, which can be regarded as emerging from a local bull market.
The index has risen by more than 15% in a month, which can be regarded as a bull market.
Dongfang Wealth is undoubtedly the most handsome guy on the GEM this week, rising 18.90% in a week, with a turnover of 3.09 billion yuan in five trading days, and an average daily volume of more than 600 million yuan, which is strong enough.
Compared with previous weeks, Tonghuashun has been a little weak this week. Although it finally rose by 8.65%, this is all due to today. If today's performance is average, it will end down this week.
"The follow-up is weak. Next week is probably not going to be good." After analyzing the recent trends of these two stocks, Gu Junhao decided to reduce some of his positions in Tonghuashun next week.
Since this round we are only optimistic about his performance, we should unite our knowledge and action and continue to implement it.
As for the other three holdings of the fund, their performance this week was very average. Yinzhijie was affected by the negative impact, falling 0.57% for the week. The trading volume for the week was only 223 million yuan, with an average daily average of more than 40 million yuan. The retail investments in it were trapped.
The reader’s patience must have been exhausted, right?
Xibu Securities and Wan'an Technology fell 1.70% and 2.52% respectively this week; Wan'an Technology, which announced its financial report in advance, will hold an extraordinary shareholders' meeting after today's close.
It can be said that there is no hard work and you have to work hard. Small and medium-sized individual stocks rely too much on the news.
After briefly reviewing the order, Gu Junhao also became concerned about the net value of the fund. Looking at the fund account, Gu Junhao was a little surprised.
"Xiao Wang is good. It is indeed a right decision to entrust Dongfang's wealth to him."
There were actually 12,500 lots of Dongfang Wealth. This was something he had not expected. He looked at the delivery slip again. Gu Junhao was very satisfied. It was stable enough, but he would also act decisively when it was time to make a move, such as today.
The other two people also performed very well. Liu Tingting did not increase her position after reducing her position this morning. This decision seems to Gu Junhao to be a good one. During the adjustment period, Xibu Securities will obviously have a lower price.
Xu Da Hot Money also performed well this week, and was actually able to increase the capital from 2 million to 2.5 million, but this number is really a bit awkward.
All three have performed well this week, which is also reflected in the fund's net value, thanks to the surge in Dongfang's wealth, Wang Ruoyu's high-level operations and Xu Jianqing's short-term trading.
As for Liu Tingting's reduction in position, she is preparing for next week.
This week, the overall size of Junshi No. 1 officially exceeded 60 million yuan, reaching 61.3945 million yuan, with a net worth ratio of 1.5349, of which the stock market value was 52.1945 million yuan and cash was 9.2 million yuan.
"If the net worth is above 1.5, you can get profit sharing if you keep it." Gu Junhao said with a smile.
It feels completely different when the rate of return exceeds 1.5. Otherwise, even if the net worth rate is 1.49, it feels like working for the rich.
But it's different when it's above 1.5. You can participate in profit sharing, which is equivalent to using the bosses' money to make money for yourself. Gu Junhao is still a little happy.
"Let's publish it first, and wait for the Dragon and Tiger List for a while."
Gu Junhao did not hesitate. Of course, he shared this good thing with others immediately, and took advantage of the situation to officially announce the net value of the fund.
However, compared with last week's net value income, Junshi No. 1 Fund's income increased by almost 10% this week, which seems to have completely confirmed to the market that Junshi No. 1 holds a heavy position in Dongfang Wealth.
In fact, this is indeed the case.
At 5:30 p.m., the data on the Dragon and Tiger list was updated. Tonghuashun and Dongfang Wealth both appeared on the list. Although Tonghuashun’s trading volume is not large enough, the Dragon and Tiger list is luxurious.
There are four institutional seats among the top five buying seats, and the total buying volume exceeds 25% of the total trading volume. The net inflow of the Dragon and Tiger List is 38.5 million yuan.
"It seems that the institution has not bought enough and wants to continue to build positions." Looking at the data on the Dragon and Tiger List, Gu Junhao became more firm in his judgment.
On average, each institution only buys 12 million chips. Direct promotion can indeed speed up the collection of chips, but the cost is much higher.
Institutions would naturally not do such a thing. In addition, Tong Huashun's previous financial report showed that the fund occupied three of them and the number of shares it held was not large. It was obvious that it had not bought enough.
The Dragon and Tiger List of Dongfang Fortune is much more luxurious than that of Tonghuashun, with both hot money and institutional seats on the list.
Dongfang Wealth's top five purchases today totaled more than 145 million yuan. One of the seats purchased was the Cuibai Road Sales Department of Galaxy Securities Yongcheng. The purchase amount was close to 50 million yuan, which is equivalent to the 37,000 lots of funds.
"This is also a seat for top hot money."
Buying two is an institutional seat, and judging from the Yongcheng Jiangbei Road Securities Sales Department buying three and Galaxy Securities Shaocheng Sales Department buying four, it is very likely that it is the big hot money who became famous in a certain car.
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Today's Dongfang Fortune's dragon and tiger list can be called a large-scale game between large institutions and hot money from Zhejiang Province.
Among the top five buying positions, except for the institutional seats that cannot be judged, the other three seats are hot money from Zhejiang Province, and they are most likely to be done by the same person.
There are three institutional seats among the top five sellers, and the sales amount is between 26 million yuan and 30 million yuan. The gap is not big.
Judging from today's final result, it is obvious that hot money defeated the institutions, of course; this also has a lot to do with the institutions' unintentional smashing of the market.
It has to be said that people who can earn such a huge profit from a certain car and become famous in one battle do have their own uniqueness. At least today's big heart of forcing institutions to smash the market is not what ordinary people have.
"Everyone's success has a certain reason, and no one is exception." Gu Junhao said with emotion as he looked at the Dragon and Tiger list.
That's it for today. These three people ran away and I had to personally announce the fund's performance. However, it's not that there is no gain. This kind of unexpected surprise is still very happy.
After walking out of the trading room, Gu Junhao took out his mobile phone. Since the market had already closed, Gu Junhao didn't think much about it. He just took his mobile phone with him. His attention was focused on the dragon and tiger list just now.
At this moment, when I open the VIP customer group, the group is already very lively. Since the official operation on June 9, in less than two and a half months, the fund's net value has exceeded 1.5.
For these small business owners, it was an unexpected surprise. Some of them were out of curiosity and diversified financial management methods, while others simply invested one million out of face.
Unexpectedly, this one million has turned into more than 1.5 million in just over two months. Of course; this is just a book number, and operating expenses and shares must be deducted.
However, who cares about this? All people see are numbers, and they only lament that the money is made so fast, faster than the appreciation of a house.
"I regret it, I regret it. If I had known better, I would have invested more. Then I could be a fisherman with confidence and boldness."
"Xiao Su still has a vision. 20 million has turned into 30 million. Young people are brave." Xiao Su is Su Mingyu. After two months, he has become familiar with this group of small bosses who are obsessed with fishing.
"Mr. Gu, hurry up and launch the next fund. Why don't you launch the next fund with such good returns? It doesn't matter if you don't have a venue or staff. We will mobilize our connections to help you find it. I still don't believe that we can't find a good place."
"To be honest, I'm a little jealous. I'm making money so fast. I've worked so hard in business and only made a million in profit a year. Mr. Gu helped me earn more than 500,000 in just over two months.
, it’s really unbalanced.”
Seeing this, Gu Junhao stopped, and the customer Aite said: "It's different, Mr. Liu, in my opinion, the ultimate goal of finance is to serve entities, and the two are inseparable.
I admire you people who are in the industry, and I can see your hard work; and, if nothing else, I will become one of you."
"Ah? Mr. Gu showed up. What does Mr. Gu mean by this? Are you going to start a business too?"
"Could it be that the last time Mr. Gu pledged stocks, it was used for industrial investment?" Customers in the group also knew about the stock pledge incident, and everyone was still a little awkward.
If a person holds a position and buys it, then the fund cannot buy it; during this time, this group of people also knew that Gu Junhao bought such a good stock for himself, but the fund cannot hold it.
This is equivalent to everyone making less money, but it can't express anything. The fund manager has absolute rights over the positions, and even the clients have no right to interfere. This is written in the contract.
However, this week's surge has made everyone mentally balanced. Since they can't resist, let's enjoy the process.
"Haha, yes, Mr. Gu wants to invest in me. You local bosses can't do it. The fund's first customer was taken away by Xiao Su. Now Mr. Gu has let me get the first industrial investment. You have to work hard.
.”
This was what Jiang Jianbai said. After a week of asset evaluation by a professional organization, Gu Junhao and Jiang Jianbai also reached a consensus on the final assets of the factory, and the investment contract will be officially signed this weekend.
Therefore, neither Gu Junhao nor Jiang Jianbai are afraid to let everyone know the news in advance.
It's just that Jiang Jianbai's teasing map bomb made the Beicang local customers in the group a little embarrassed. After seeing it, Gu Junhao smiled without saying anything, put away his phone and prepared to go home.