"13% increase in one week? Is that an exaggeration?" Wang Chao said blankly.
This is not a short-term fund with a scale of 70,000 or 700,000, but a fund with a scale of more than 70 million, such an astonishing increase in one week.
This made Wang Chao not know how to perform for a while. Henghua No. 1 rose by more than 3% this week and strongly outperformed the Shanghai and Shenzhen 300 Index, which already made him very excited.
But Junshi No. 1 actually lost 10 points of his position, which made Wang Chao a little desperate. How could anyone catch up with him?
"Looking at everyone's previous analysis, it is correct. Junshi No. 1 should be heavily invested in Da Financial and Dongfang Fortune."
Shi Xin stared at the net worth curve of Junshi No. 1 and frowned. Compared with Wang Chao, he is not so obsessed with being the first in private equity.
"Does this still need analysis? What is going up this week, isn't it the securities companies and Dongfang Wealth." Wang Chao said in a dull voice, and then added: "And I'm sure that among the few securities companies that have reached the daily limit, there must be one.
Only."
"That's understandable. After all, it's for Junshi to grow. It's understandable to buy some small securities firms." Shi Xin said with a smile.
"Hey, it's true. In the past, we only focused on his Dongfang Fortune and Tonghuashun, but they didn't spread. These are also related to big finance."
"You can't say that. Who would have thought that a securities firm with a heavy position in private equity funds, especially Mr. Gu, was famous for its growth stocks."
"It can only be said that Mr. Gu has picked stocks, and the hot spots will follow him."
Wang Chao does not think that Gu Junhao's ability to seize hot spots and let them follow him is not just due to luck. Let's not mention Dongfang Wealth for the time being, but Gu Junhao's vigorous layout of securities stocks should be at the beginning of the launch of Shanghai-Hong Kong Stock Connect.
Then he saw the opportunity.
Junshi No. 1's net worth exceeded 2, which made Wang Chao completely lose confidence in catching up. As long as Gu Junhao doesn't make fatal mistakes, the number one spot in this year's private equity rankings will definitely belong to him.
Seeing the end of the year, there are only three months left. I wonder what miracles Gu Junhao will create in these three months. Wang Chao, who has lost his competitive spirit, wants to see it now.
Gu Junhao held today's after-hours meeting very seriously. There are only two trading days left in September. How to arrange the trading in October is what Gu Junhao is thinking about.
Although today's index both turned red, in terms of funds, the overall situation is still in an outflow state, and the inflow funds sector is also a defensive sector.
Capital outflows, indexes and stock holdings are all at high levels, and we are about to face another major holiday.
To sum up, for Junshi No. 1, who holds a large amount of funds, Gu Junhao is not prepared to take back the previously sold positions in the remaining two trading days, and will wait until after the holiday to seek opportunities.
"I won't be here next Monday. It's an early holiday." After the meeting, Gu Junhao said with a smile to the three of them.
"Ah, boss, are you on vacation now? You haven't watched the trading for two days, what should we do?" Xu Jianqing stared at his eyes and said, he has only been working for two days.
"Whatever you do, there are two trading days left. There is no need to take back the stocks. We will look for opportunities after the holidays."
"Also, if you want to take a holiday in advance, that's fine, but you have to send someone on duty. You can discuss this among yourself."
After saying that, Gu Junhao, who was about to stand up, added: "By the way, all the more than 30 million funds in the account will be purchased for reverse repurchase next Monday, so as not to affect the use of funds after the holiday, do you understand?"
During major holidays, the interest rate of reverse repurchase of government bonds will be relatively high. Although compared with the current income of Junshi No. 1, the interest rate of reverse repurchase is indeed somewhat insufficient.
However, mosquito legs are also meat. The funds exceeding 30 million yuan are quite a lot. Instead of just lying in the account, it is better to reverse repurchase a handful.
Xu Jianqing was quite speechless about the boss's decision. Today, on the day when the fund doubled, the boss actually said such disappointing words as reverse repurchase. However, the three of them still agreed with the boss's proposal to take an early holiday.
Xu Jianqing said angrily: "I've just been back to work for two days. You two can go on leave early. I'll be on duty."
Xu Jianqing, who had gone home last week, also planned to travel during the National Day, but it was just to wander around Zhejiang Province. He had been working for so long and had not had a good time.
"Haha, then thank you to Team Leader Xu." Liu Tingting chuckled.
"You are such a realistic person. You are usually the one making fun of you. Now you remember that I am the team leader."
Gu Junhao ignored the three of them and walked out of the trading room. The three of them had to do some finishing work. However, when Gu Junhao walked out of the trading room, he was shocked.
"Bang! Bang!"
The sound of several fireworks made Gu Junhao stop in his tracks: "What is going on? What is this?"
"Congratulations, boss, for doubling the fund's income!" Li Xinyu said with a smile, not worried about scaring Gu Junhao at all.
Fund income is the foundation of the company. Every Friday or at the end of the month, the entire company will pay attention to the real-time refreshed fund ranking list to understand the specific net value data of the fund.
This is especially true for Li Xinyu. Due to the sharp decline last week, although Junshi No. 1 ended up in the red, its performance was not very impressive after all. However, the net worth of Junshi No. 1 this week gave everyone a big surprise.
Breaking through the net worth of 2 in one fell swoop also means that Junshi No. 1 is expected to receive more than 50% of the revenue share in addition to the highest proportion of management fees, from 30% to 50%, achieving a 20% performance improvement.
The whole company was filled with joy; Li Xinyu was so happy that she got two hand-held fireworks from somewhere and waited for Gu Junhao to come out of the trading room to give him a surprise.
The other senior executives were also waiting outside the door of the trading room. It was already after get off work time and everyone had nothing to do. When they saw Gu Junhao coming out, they all gave him warm applause.
After Gu Junhao understood everything, he couldn't help but smile bitterly. His assistant made such a trick, and other people, without knowing it, thought it was his order, so of course they had no choice but to cooperate.
After all, he could only bear the blame. Gu Junhao, who couldn't laugh or cry, scolded Li Xinyu and said: "It's nonsense, clean it up quickly."
"Okay, I'll take care of it right now, hehe." Li Xinyu said with a smile.
Not only company insiders, the net income of Junshi No. 1 has caused heated discussions on the Internet, including the fund VIP customer base and the Peach Stock Bar where Gu Junhao became famous.
In these two places, the customer base is particularly excited about this week's revenue explosion. Su Mingyu is even more active. His Zhongguo South Locomotive has performed poorly and has been fluctuating around 5.2 yuan this month.
During Monday's correction, CSR once plunged more than 3%, hitting as low as 5.06 yuan. Fortunately, it stopped the decline on Tuesday and finally recovered above the 20-day line on Friday.
If nothing unexpected happens, it will still be volatile for a while; however, although he missed the brokerage market, Su Mingyu still seems very calm, and the fund income has been growing, which is also very good.
As for CSR, it is intended to be a long-term investment. If it does not fall below the stop loss level, the fluctuations will be left to its own devices.
In the Peach Stock Bar, fans can't express their admiration for Gu Junhao's ability to double his capital of 40 million in less than four months.
However, everyone was very dissatisfied with Tong Huashun's recent performance, and left messages on Gu Junhao's recent posts to ask about the specific situation. This also led to Gu Junhao's posts becoming popular again after a few months.
Gu Junhao was aware of the fans' messages, but he did not make any response. All responses seemed a bit inappropriate.
On Monday, after staying at home for two days, Gu Junhao and Zhang Yiru took advantage of the peak travel period to embark on their first long-distance trip, targeting Shu.
Wang Ruoyu also embarked on a journey home. As for Liu Tingting, she made a travel plan with her best friend. Xu Jianqing was the only one in the entire trading room, which seemed particularly empty.
As the National Day approaches, trading in the two cities is obviously not as active as before. After rebounding last Friday, the index maintained a high and narrow range of fluctuations today.
Junshi No. 1's holdings continued to suffer from the impact of shrinkage today after their poor performance last Friday.
After Xu Jianqing felt that there was no big opportunity, he followed Gu Junhao's instructions on Friday and poured cash flow into reverse repurchase. However, he was careful and only bought it for one day.
"When private equity funds are in good times, they buy reverse repurchases. If you tell anyone, you won't be laughed to death." Xu Jianqing curled his lips and said.
Buy one day first, and the money will be available tomorrow. If there is no chance tomorrow, buy another day.
However, on September 30, the last trading day of this month, Xu Jianqing still failed to wait for the opportunity and had no choice but to buy a reverse repurchase again.
On the last trading day, Yinzhijie continued to adjust its volume, with trading volume falling below 70 million yuan, and the amplitude throughout the day was less than 5%. Finally, Yinzhijie ended the month with a price of 25.31 yuan, a monthly increase of 35.35%.
Dongfang Fortune closed at 15.69 yuan in September, up 22.10% at the end of the month. Xibu Securities had a big positive line this month that ran through all the moving averages at the monthly level, ending with a sharp increase of 24.89% at the end of the month, closing at 14.55 yuan.
As for Wan'an Technology, which has the smallest position, despite the final shrinkage in the middle of this month, its performance was pretty good in the last few trading days at the end of the month, and it finally achieved a monthly increase of 12.53%, and its stock price was 13.92 yuan.
However, Wan'an Technology only transacted 900 million yuan in the 19 trading days of the month. This trading volume is not even as good as Dongfang Fortune's one-day trading volume.
During the review at the end of the month, Xu Jianqing still couldn't understand why the boss wanted to buy such a small-cap stock with such low trading volume.
In the last two trading days, the size of Junshi No. 1 did not change much, with the net worth only increasing to 2.05, and the total size was finally fixed at 82 million yuan.
It's amazing that it happens to be fixed at an integer. Xu Jianqing felt a little incredible when he looked at the numbers.
At the end of September, Junshi Growth Hybrid No. 1 Fund gave the market and investors a satisfactory answer.