Chapter 313 The Blinding Performance of Two Funds (Two in One)
Chapter 313 The dazzling performance of two funds (two-in-one)
Author: Ru Meng Ru Hua
Chapter 313 The dazzling performance of two funds (two-in-one)
April 20, 2015, must be a record-breaking day for A-shares. Today, the Shanghai Composite Index’s full-day trading volume reached 1.14 trillion yuan, which was the first time in the history of A-shares.
Among the trading volume of over one trillion yuan, CNR contributed a total of more than 59.1 billion yuan in trading volume. CNR’s stock price hit a maximum of 42.29 yuan today, and finally closed at 37.61 yuan, down 2.21%.
On CNR's dragon and tiger list, the sales representative of Shaocheng Securities Sales Department ranked second, with a total of more than 639 million yuan sold. That is to say, in one day, the boss sold more than 1 billion yuan in total on CNR.
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The plunge of CSRC has had a particularly severe impact on market sentiment and retail investors. There are many retail investors who suffered losses today. Among the stud group, CSRC suffered losses across the board this afternoon.
Li Ze bought at the highest point in the afternoon, and the loss reached more than 8% in one day. Although he only bought less than 100,000, he still lost more than 8,000 yuan. However, Tong Huashun rose by 4.32% today. Generally speaking,
, Li Ze still made a lot of money.
"Damn it, I'm no longer suitable for short-term trading. I got beaten again after a year!" Li Ze said depressingly after the market.
"I ate another big noodle today, so I bought some."
"Will it rebound tomorrow? I added a little more in the late trading."
"Let's rebound. Today's transaction volume is more than 30 billion. Where can we get so much money to rebound tomorrow?"
"Didn't you see that all the funds went to such low levels as the first heavyweight? Why did it rebound? You actually added to the position."
"Hey, are you going to cut off the meat again~"
"I'm not sure whether I can run tomorrow."
In the afternoon, not only CNC and South Korea's plunge was severe, but also the financial sector's plunge. The brokerage sector, which had a mediocre performance in the morning, and CNC continued to plunge in the afternoon. Xibe Securities fell 4.74% today.
However, the performance of Huanghe Securities was somewhat unexpected. After seven consecutive trading days of adjustments, Huanghe Securities went against the market today. When the overall sector plunged in the afternoon, Huanghe Securities' stock price bucked the trend and rose.
In the end, Huanghe Securities rose by 3.37%, with an upward and downward shadow Yang line, while holding firm on the 20-day line and running through the daily 5-day line and 10-day line.
The trend of Huanghe Securities today is particularly weird. When the index and the sector are rising, it goes against the market. This makes Gu Junhao particularly concerned. A stock that has been following the trend of the sector suddenly goes against the market, and its performance is definitely not normal.
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I don’t know whether it was affected by today’s violent stock market fluctuations or something else. On the evening of April 20, the central bank announced that it would lower the RMB deposit reserve ratio for all deposit-taking financial institutions by 1 percentage point starting from today.
This is the first general RRR cut this year, releasing trillions of yuan of liquidity into the market at once.
The central bank responded so quickly, which shows how much attention it paid to the stock market during this period, and it released trillions of yuan of liquidity, which also provided a good foundation for market stability.
On April 21, the Shanghai Stock Exchange Index opened slightly lower and touched the daily 5-day line. The ChiNext Index, which fell 1.59% yesterday, opened nearly 20 points higher at 2443.12 points. Dongfang Fortune still opened at the daily limit.
Since the resumption of trading, Dongfang Fortune has made three straight-line boards in a row. The trading volume has always remained below 30 million yuan. The funds on the market are seriously reluctant to sell. Today is the fourth straight-line board of Dongfang Fortune. The stock price is reported at 43.08 yuan, which has exceeded
It is the closing price before ex-rights.
Yesterday, Zhongguo Yizhong, which grabbed the leading position in the low-priced Chinese-headed stocks, also opened at the daily limit, and its stock price has reached 9.60 yuan.
Compared with the strength of First Heavy Industry, North and South Railway, which plunged yesterday, both opened sharply lower. Zhongguo South Railway opened at 34.10 yuan, and the stock price fell by 3.75%, which was a heavy blow to investors who entered the market yesterday.
"Damn it, you drove so low? Do you want to run?"
"It's still above the 5-day line, and the strong banker can't go below the 5-day line. It should be saved, right?"
"Cut it, cut it, this trend is hopeless."
"What did Li Kuang say?"
"I cut it and lost more than 10,000 yuan. I stopped doing it because I was afraid." Li Ze said depressedly. In fact, his order had not yet been completed at this time. He had just placed the order and placed it at a price of 34 yuan.
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At 9:25, transaction data showed that Li Ze's 2,500 shares of Zhongguo South Locomotive were traded at the opening price of 34.10 yuan, a loss of 13.4% in half a trading day.
In the Junshi Capital trading room, everyone is also discussing the trend of China North and South Railway Vehicles. As the most popular stock in the two cities, coupled with the liquidation of positions yesterday, it is difficult for everyone to ignore it.
Ever since Gu Junhao cleared Yin Zhijie and Zhongguo Communications Construction, the five traders no longer dared to add positions on a large scale to do T trading. They were always afraid that one day Gu Junhao would decide to clear out one of their holdings, but everyone could see that Gu
This means that the position has been re-planned.
Of course, Gu Junhao is not optimistic about the market outlook for the North-South train, but it should be possible to escape at a sub-high point. This is a normal trend.
"The main institutions must have not finished shipping out the goods. They have fallen for a few days and reached a sub-high K-line trend, leaving retail investors with an illusion of rebound and making those trapped feel the possibility of unwinding. This should be a normal trend.
"
Always give people a little hope, so that you can trap more people, and in the process it will be more convenient for your own shipments.
After the official start of trading, China South Locomotive & Rolling Stock Co., Ltd. fell rapidly. As soon as the market opened, Zhong Guo South Locomotive & Rolling Stock Locomotive & Rolling Stock Co., Ltd. had as much as 700 million yuan of funds to jump in. The stock price plummeted to 32.54 yuan, down 8.03% within the day.
Funds on the market fled, causing great fluctuations in stock prices; corresponding Chinese-headed stocks and the Shanghai Stock Exchange Index were also affected by the huge shock of CSR. At 9:36, after rebounding to a price of 33.85 yuan, CSR quickly fell again to a 7% drop.
above.
Then starting from 9:45, CSR rebounded one wave after another, and the stock price officially closed at the lower limit price of 31.84 yuan at 10:12. Immediately above the lower limit price, a huge number of orders appeared, and there was no chance of opening the market.
"It's cold. It's obvious that the north-south train has peaked. I don't know how many people will be killed." Gu Junhao couldn't help but sigh as the north-south train quickly closed the board.
In early trading, the Shanghai Composite Index fluctuated violently due to the impact of China North and South Railway Vehicles, with the index falling below 4,200 points twice. However, it gradually entered a stable stage with the lower limit of North and South Railway Vehicles and the re-closure of stocks such as Zhongguo Yizhong.
Liquor, brokerage and other sectors have become important weapons in maintaining the index. After Wuliangye opened higher in early trading, the stock price once rose by more than 3%. Xibe Securities, which fell sharply yesterday, performed well in early trading today, with an increase of more than 7%.
At 10:20, there was a collective explosion in the brokerage sector. Funds of up to 350 million yuan pushed Xibe Securities straight up to 61.93 yuan, an increase of 10%, and Huanghe Securities rose nearly 3%.
Xibu Securities' first closure also brought a lot of attention to securities companies. With the support of securities companies, liquor and other weights, the Shanghai Composite Index also turned red again.
However, today's trend is on the GEM. The GEM index opened higher in early trading and a series of constituent stocks rose rapidly. By 10:30, the increase had reached 3.11%, reaching 2,500 points again.
Dongfang Fortune is still firmly sealed on the first board, and Tonghuashun also ended the adjustment in the past few days, rising to 7% in early trading. At this time, it remained above the daily moving average, and the stock price was reported at 146.66 yuan, up 4.98%.
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At 11 o'clock in the morning, Wuliangye began to rise after the adjustment, and closed at 27.41 yuan at noon, with the stock price rising 4.74%.
Huanghe Securities, whose recent performance has been average but changed yesterday, also rarely achieved a daily limit like Xibu Securities. The stock price was reported at 18.92 yuan. In the morning, Huanghe Securities' transaction volume exceeded 7 billion yuan, which was higher than yesterday's one-day trading volume.
During the lunch break, Gu Junhao was also thinking about the performance of the market today. The concept of "One Belt and One Road" has made a large-scale correction today, and funds have returned to big finance and attacked sectors with low valuations such as liquor. It seems to be a rotation, but in fact it is a waste of money.
Choose a path.
Almost all the sectors that can be speculated have been speculated. There are many stocks with medium prefixes and major weights that have doubled several times. The market value of heavyweight stocks is already ridiculously high, let alone small and medium-sized entrepreneurial growth stocks.
A very large brokerage like Huanghe Securities has only officially broken through last year's highest point today. The adjustment time has exceeded 4 months. With the subsequent deleveraging and the reduction of financing, there is nothing to miss.
Thinking of this, Gu Junhao said to Cao Wenxun: "I will clear out the positions of Huanghe Securities this afternoon and leave no shares."
"Ah? Will it be cleared today? It will be cleared just after hitting a new high?" Cao Wenxun said with some surprise. Fortunately, he did not do T today, just because he was afraid that Gu would always have the idea of clearing the stock. To be honest, in Cao Wenxun's opinion, the current situation
The trend has risen to a point where it's a bit outrageous.
"Well, it will be cleared today. The transaction volume of this ticket is too large, and the follow-up space should be limited, so that's it." Gu Junhao nodded.
"Boss, what about Xibu Securities? If Huanghe Securities is liquidated, should Xibu Securities be liquidated?" Liu Tingting couldn't help but ask.
"If you want to wait another two days for Xibu Securities, the activity of small tickets is better. Today, the board has not reached its last high level. It should reach a new height. Just clear it by then. But you don't want to do it these days.
Made a T."
"Oh, okay." Liu Tingting nodded, and then sighed: "I really didn't expect that a securities company's stock could rise to almost seven times its height."
Based on the original position of 10.50 yuan when Xibe Securities opened the position, it has increased nearly six times to today's price of 61.93 yuan, and the boss is optimistic that it will continue to reach a new height, which means that the stock price of Xibe Securities will
It will be above 70 yuan.
When the position was cleared above 70 yuan, a brokerage stock alone had risen nearly 7 times, not to mention the swings it had done in the middle. In less than a year, the market had really reached a certain level of craziness.
"The market has gone crazy to a certain extent. In the past few days, everyone should stop doing intraday trading. I may clear positions at any time." Gu Junhao continued to say to everyone.
"OK."
"clear."
In the afternoon, while Cao Wenxun cleared Huanghe Securities, the liquor sector continued to rise. Maotai Liquor Industry took the lead in closing the market, with the stock price at 257.43 yuan. Wuliang rose by more than 7% overnight, with the stock price breaking through 28 yuan.
The price was quite cheap, but it was a pity that Gu Junhao had other plans for Junshi No. 1. He immediately said to Wang Ruoyu: "Clear Wuliangye at a price of more than 28 yuan."
Wang Ruoyu was obviously taken aback. Wuliangye had only bought Kungfu for a few days, and the boss was about to clear the warehouse. However, he still firmly followed Gu Junhao's thinking and replied: "Okay."
With such a large-scale liquidation, everyone already knew that Gu Junhao was bearish on the market.
And Junshi No. 1 is not far away from the end of the one-year closed period, and its net worth is already so high, there is a high probability that it will be harvested.
In fact, everyone's thinking is correct. Gu Junhao has already made plans for early settlement. As expected, Junshi No. 1 will carry out the final liquidation process on the day when the Dongfang Fortune One-Word Board opens.
Settlement.
Wuliangye's plan to clear positions today is exactly this. In a few days, after the trend of Xibe Securities is not good or the price rises beyond expectations, the liquidation process will also be carried out.
Wuliangye has been rising since its stock price reached above 28 yuan. The stock price reached a maximum of 28.45 yuan throughout the day and finally closed at 28.06 yuan, up 7.22% during the day.
Maotai Liquor Industry has not opened its daily limit since it was announced. The leader is the leader. Even if it is temporarily ahead of other stocks, its value will naturally be reflected at the critical moment.
Today, two Junshi funds each cleared a stock again. Wang Ruoyu cleared 65,000 lots of Wuliangye at an average price of 28.10 yuan, with a total withdrawal of more than 182 million yuan.
In less than half a month since Wuliangye opened a position before Qingming Festival, its total income has exceeded 30 million yuan. In less than half a month, it can be regarded as a short-term transaction for Gu Junhao.
In the afternoon, Huanghe Securities sold a total of 473 million yuan at the daily limit price, and its cost of opening a position of 108 million yuan also exceeded 4 times.
The performance of the Shanghai and Shenzhen stock markets today was also crazy. The GEM index rose by more than 5%. Everywhere on the market were stocks with daily limit. Tong Huashun also closed its daily limit today, with its stock price reaching 153.67 yuan.
Although Li Ze lost more than 10,000 yuan in the South Car, the 5,000 shares of Tonghuashun he kept created a profit of nearly 70,000 yuan for him, which gave him some comfort.
"Hey, it's better to have Tonghuashun. Just hold it without moving. If you had known what position to reduce, you would have been cut off if you bought something else." After the market closed, Li Ze complained in the group, but this kind of complaint was somewhat show off.
mean.
Tonghuashun's surge is not unrelated to its annual equity distribution plan announced on April 18. According to the announcement, Tonghuashun will officially implement a cash distribution of 0.8 yuan for every 10 shares on April 24, and 10 will be transferred to 10.
Tong Huashun's share transfer was nearly 20 days earlier than last year. Last year, the share transfer was on May 16, while Dongfang Fortune's share transfer was earlier. From this point, it is not difficult to see the changes of major funds in the current market.
Judging from the performance of stock swaps, most people generally choose to sell before the s Gu Junhao usually does the same, but this time Tong Huashun's 10 to 10 is one of the reasons for him to speculate again.
After the share transfer, in line with the popularity of the market, Tong Huashun still has room for speculation. What's more, Dongfang Fortune's daily limit has not yet been opened. Today's transaction volume was only 20 million yuan, with no heavy volume.
After the share conversion, as Tong Huashun's share capital increases and its price drops, its trading volume will inevitably reach a new level, and it will be more convenient to ship goods. With 10 pieces of 0.8 yuan, Gu Junhao can also get tens of thousands.
Although the profits are divided among themselves.
As for paying taxes, just pay some. You can't let one person take all the good things, not to mention that you have held the shares for more than half a year, so there will be a preferential rate in the tax rate.
On April 22, Xibu Securities, China First Heavy Industry, Dongfang Fortune and Tonghuashun, which have not yet reduced their positions, all reached their daily limit. Xibu Securities' stock price was reported at 68.12 yuan, only 0.77 yuan away from the previous high.
On Thursday, April 23, Xibu Securities opened at 70.80 yuan, and the stock price hit a new all-time high. After 15 minutes of shock, it rose again. At 10 o'clock, the stock price was at 71.99 yuan, up 5.68%.
"The amount of promotion is getting smaller and smaller. Let's start selling. It can be considered as completing his mission." Gu Junhao said to Liu Tingting with a smile.
The stocks held by Junshi No. 1 were gradually reduced, but Gu Junhao did not miss them at all. The purpose of buying stocks was to sell them. When his expectations were fulfilled, he sold them.
Xibu Securities surged twice in the morning, with the stock price reaching a maximum price of 74.50 yuan. The trading volume and turnover rate in the morning both reached a new high. Liu Tingting went all out to ship 25,000 lots of Xibu Securities.
Finally, all positions were sold out around the price of 72 yuan, with a total of 180 million yuan withdrawn. Since then, Junshi No. 1 has only one Dongfang Wealth that has not yet opened. Today, Dongfang Wealth has harvested its sixth profit since the resumption of trading.
It hit the daily limit, with the stock price at 52.13 yuan.
At present, Junshi No. 1 holds Dongfang Fortune with a total market value of more than 290 million yuan, cash of more than 444 million yuan, and an overall scale of more than 736 million yuan, which is terrifying.
After breaking through 4,400 points yesterday, the Shanghai Composite Index has paused today, barely rising 0.36%, while the ChiNext Index still maintains its momentum of rapid growth, rising 2.06% today, and the index also broke through 2,700 points, reporting at 2,706.19 points.
Since its surge of more than 5% on Tuesday, the GEM Index has maintained a trend of rapid growth, for which Dongfang Fortune and Tonghuashun's continuous new highs have made indelible contributions.
After Tonghuashun hit two consecutive high daily limits, it paused today due to the impact of ex-rights tomorrow. The stock price started to dive after setting a new all-time high of 181.87 yuan, and finally closed at 168.19 yuan, ending today's trading with a 0.5% decrease.
However, although the stock price has plummeted, the trading volume and turnover rate have not increased much. The trading volume is only 200 million yuan higher than yesterday, and the turnover rate is only 0.5% higher, indicating that most funds are still optimistic about its subsequent speculation space.
As for Dongfang Fortune, the largest market capitalization stock on the GEM, it was able to pull out six straight-line boards in a row after the resumption of trading. It is completely impossible in future generations. I have to say that this is very 2015.
On Friday, April 24, the Shanghai Stock Exchange Index closed slightly lower, and finally closed up 2.48% for the whole week, while the ChiNext Index rose again by 1.06%. For a week, the ChiNext Index has maintained a rising trend every day except Monday.
The ChiNext Index hit a new weekly record high with ten consecutive positives. After a pause last week, it blinded the eyes of many investors this week with a weekly increase of 10.99%.
Dongfang Fortune harvested its seventh straight board, and the stock price closed at 57.34 yuan. After the ex-rights, the final price of Tong Huashun was fixed at 84.06 yuan. After opening at 79.99 yuan today, Tong Huashun rose linearly at the opening, laying the foundation for his today's success.
keynote.
As expected, Tong Huashun increased its trading volume to 2.14 billion yuan and ended this week's trading with a daily limit. The daily limit was three times a week, which was perfect.
The closing price of 92.47 yuan actually has to be multiplied by 2. Without calculating dividends, the stock price of Tonghuashun has actually reached as high as 184.94 yuan. After ex-rights, Gu Junhao’s total positions have become 32,000 lots, and the total market value is as high as 295 million yuan.
above.
As the share capital and stock price rise, every time Tong Huashun rises or falls by one point, the fluctuation in the account is close to 3 million yuan. The performance of the accounts of large capital is very scary.
What is even more terrifying this week is the performance of the two Junshi funds. Among them, Junshi No. 2 has the most exaggerated performance. Junshi No. 2, which has at least one heavyweight stock at the daily limit for a week, is locking in profits at the same time.
The total scale reached an astonishing 2.195 billion yuan.
This is 627 million yuan higher than last week's 1.568 billion yuan. Among them, Zhongguoyi Heavy Industry, which rose 56.24% in a week, played a major role. The position of up to 900,000 lots allowed Zhongguoyi Heavy Industry to support the stock market value.
This is more than 1.117 billion yuan.
The market value of Dongfang Fortune, which has gained seven consecutive shares since the resumption of trading, has reached more than 480 million yuan. As of the end of this week, the net value of Junshi No. 2 has soared from 3.1372 last week to 4.3904 this week.
The performance of Junshi No. 1 is not inferior to Junshi No. 2. The overall scale has increased from more than 600 million yuan last week to more than 765 million yuan this week, with a net worth ratio of 19.1328.
As soon as the results of the two funds were announced, the market was in an uproar. Although the market situation this week was indeed terrifying, I did not expect that the two Junshi funds could rise so sharply.
"Holy shit, what did I see? Two funds, one rose 27.5% in a week, and the other rose 39.98%?"
"Damn it! This is too scary. The two funds made a total of almost 800 million in one week. Isn't this investor grinning from ear to ear?"
"Brother T shouldn't have put all the money into the car before this week? Otherwise, how could it have risen so much?"
"We can't call a magic car now, we have to call a hearse. The trap is tight. Maybe Brother T really bought a hearse and escaped from the top."
"So we were beaten to death by Brother T? I didn't see many institutional seats for sale. It was all Lao Zhaotou who was smashing us. Lao Zhaotou's North and South Railway made a total of almost 1.6 billion yuan in the two days."
"Even if Brother T didn't get into the hearse, he should have gotten into other Chinese characters. Chinese characters have been going crazy this week."
"Everyone seems to have forgotten a stock, that is Dongfang Fortune. Is it possible that Brother T is heavily invested in Dongfang Fortune? Everyone has been guessing that Junshi No. 1 is heavily invested in Dongfang Fortune."
"Damn it! Don't you tell me that I have forgotten about this stock? It has been suspended for more than a month and then resumed trading seven times a day?"
"The number one market capitalization stock on the GEM has resumed trading on seven one-line boards. It's outrageous that the door was opened for him. It's outrageous!"
"The only company that can compete with Dong Cai is Baofeng Technology. Baofeng Technology has 23 straight-line stocks. What a coincidence, it's also a GEM stock."
"Can Baofeng Technology compare with Dongfang Fortune? What is the market value of Dongfang Fortune, and what is the market value of Baofeng Technology?"
"Check, check, check! These dog owners are so independent. After the resumption of trading, they have been doing nothing. The stock price has been pushed up high, and then they let us take over like a hearse."