On October 13, 2014, Gu Junhao, who returned to the company, came to the trading room.
From September 29 to now, for 14 days, Gu Junhao has not had much contact with stocks. However, after a series of systematic combing, Gu Junhao is still confident about the direction of the stock market.
"Generally speaking, under the circumstances of high volume and stagflation, adjustments will be the main focus this month." Gu Junhao concluded at the morning pre-market meeting.
However, judging from the recent trend, the Shanghai Stock Exchange is stronger than the GEM. The opportunities this month should be that there are more stocks on the Shanghai Stock Exchange. After all, most stocks on the GEM are already at relatively high prices.
Location.
"Boss, should we allocate some stocks on the Shanghai stock market?" Xu Jianqing asked.
"You can pay attention to the sub-new one that was listed yesterday, with an issue price of only 1.83 yuan." Gu Junhao thought for a while and replied.
I don’t really want to buy stocks with Chinese prefixes and 50 cents for the time being, and Gu Junhao doesn’t know how to choose stocks for a while. However, there are still many opportunities for sub-new stocks that have been in constant market price throughout this year.
The latest listing on the 9th of this month was Bluestone Reload, which had an issue price of only 1.83 yuan. With sub-IPO stocks continuing to surge, this kind of low-priced stock can easily go crazy, but we don’t know when it will be launched.
Although the sub-new hype has been analyzed by various media and research reports, and the specific logic of his hype is given, in fact, in Gu Junhao's view, the sub-new hype has no logic at all. It depends on whether hot money and some institutions that are keen on short-term
Appreciable.
A stock can increase four to five times, or even dozens of times, within a month or two. This kind of logic is just a piece of cake. It is just speculation. No matter how good a company is, it cannot be this good.
.
"Blue Stone Reinstallation? Is there any logic?" Xu Jianqing also has some impressions of this stock. The issue price is quite cheap. It has been on the market for two days and the stock price is only 2.66 yuan.
"There's no logic, it's just cheap enough, but I'm not sure when it will be launched. If it doesn't open in a row, I have no choice but to give up."
Then Gu Junhao said to Xu Jianqing: "This is a short-term target. This kind of sub-new cannot be long-term. It depends on whether you, Xu Dahotzi, are destined."
In fact, it is not impossible to buy some products with Chinese prefixes and 5 cents at the moment. However, if the two cities adjust, then these weighted products will definitely adjust with the trend. As there is currently no long-term position plan, it is better to touch less.
wonderful.
However, things like new stocks are different. This type of stock basically means taking advantage of a short-term increase, and on the premise of setting a stop loss, make one vote and run away.
"Okay, then I'll keep an eye on it and see if there's any chance." Xu Jianqing said.
"You can also take a look at other things. If you have a chance, step in a little bit. If you don't have a chance, forget it. The main thing is to keep an eye on our own positions."
Short-term trading is not in Gu Junhao's plan, but with the current low fund holdings, it is necessary to use a small amount of funds to maintain the feeling.
If you only pay attention to a few of your own positions, it is easy to lose your sense of the direction of the market. Not only Xu Jianqing, but also Gu Junhao will ask Wang Ruoyu and Liu Tingting to pay appropriate attention to some short-term targets.
Whether to do it or not is one thing, but it is still necessary to understand the direction of funds in the entire market.
Every stock has its life cycle. After its cycle is over, how to adapt to the current market and re-select stocks is a science.
Monday, the 13th; Gu Junhao, who returned to trading, still seemed so calm.
The external market plummeted over the weekend, coupled with the adjustments in the last two trading days last week. Both cities were at low levels, and the performance of individual stocks was relatively sluggish. Gu Junhao was also prepared for this.
The ChiNext Index opened lower and directly broke the trend of the daily 5-day line and was only about 10 points away from the 10-day line. In Gu Junhao's view, this round of adjustment should not stop at the 10-day line.
There is a high probability that today's low opening is just the beginning of an adjustment, including the Shanghai Composite Index.
However, the rebound on the 10-day line can still be taken advantage of. Whether it is an index or an individual stock, the resistance will be relatively strong when it first starts to adjust.
Only after several consecutive trading days of decline, it is not so easy to recover.
Today's GEM index is so close to the 10-day line, and a decline will soon arrive. It is also a good choice to grab a rebound near the 10-day line and make a T.
As for the targets, it was still those targets, it all depended on who would give it a chance; after some observation, Gu Junhao still chose Dongfang Fortune.
Dongfang Fortune opened at 14.86 yuan in the morning, down 1.21%, breaking the daily 5-day line and 10-day line. The adjustment was the deepest, followed by Dongfang Fortune and the GEM Index.
When the GEM index hits the bottom and seeks resistance, the correlation effect of Dongfang Fortune is the most important. There is no doubt about this.
The leader of the sector, with sufficient depth of adjustment and support, sufficient interaction with the index, and an excellent target for bargain hunting, is a good choice even for short-term trading.
The meaning of short-term is not just to make money, but to make money. It doesn't matter what the target is if you can make money.
"Ruoyu looks at Dongfang Wealth to see how it correlates with the index." Gu Junhao said to Wang Ruoyu.
The ChiNext Index opened at a very low range today. It opened at -0.72%. Such a large low opening would naturally cause funds to flee if it were in a bear market.
However, the stock market has performed well recently, and sentiment has not completely cooled down. A low opening is not enough to scare away OTC funds.
At the beginning of the opening, the ChiNext Index performed relatively calmly. After a slight dip, it remained fluctuating around the 1544 point. Dongfang Fortune's stock price also remained fluctuating below 15 yuan, and the trading volume performed fairly well.
Buy orders exceeding 2,000 lots also appeared from time to time, but the buy orders did not cause much change in the stock price.
"Wait a minute, don't worry, if this is the shock pattern, then cancel the transaction today." Gu Junhao stared at the big screen and said to Wang Ruoyu.
"Okay." After Dongfang Wealth reduced its position to 8,000 lots, it never took it back. Counting from the day of the daily limit, this is already the tenth trading day after the adjustment.
When it comes to patience, Gu Junhao really has it and can wait patiently for ten trading days.
At 9:43, the ChiNext Index, which was trading sideways, began to dive sharply without warning. The index quickly expanded from a drop of 0.62% to a drop of 1.63% at 9:53, and the dive range exceeded 1% within ten minutes.
Dongfang Caiding and other stocks responded one after another. Dongfang Wealth's decline expanded to 3%, reporting at 14.58 yuan, bringing it close to the 20-day line.
At 10 o'clock, the GEM index reported at 1527.87 points, down 1.70%. At the same time, it broke the 10-day line during the day. Dongfang Fortune's stock price showed no change, reporting at 14.60 yuan.
"It's time to copy. Let's try to catch a rebound and buy 3,000 lots." Gu Junhao said to Wang Ruoyu.
Gu Junhao is not too sure whether it can rebound within the day. The trend of buying the rebound after high prices fall is like gambling, even if he knows that Dongfang's wealth will eventually continue to rise.
But at this time, Gu Junhao still didn't dare to take a full position. Just like the traders are optimistic about the rise of the stock market, the final rise has little to do with where the adjustment is.
During the adjustment, wouldn't it be a better thing to be able to collect more chips at a lower position.
At 10:02, Dongfang Fortune hit its lowest level of 14.53 yuan, while the GEM Index also hit its lowest level of 12527.70 points; the index resonated with individual stocks and stopped falling and rebounded during the day.
Within eight minutes, Dongfang Wealth quickly rebounded from the lowest point of 14.53 yuan to 14.80 yuan, and the decline narrowed from 3.51% to 1.60%; the GEM index also returned to above the 10-day line again.
"It's okay. It's better than the index. It depends on where the index rebounds." Gu Junhao is quite satisfied with the current trend.
This is the case for strong stocks. They bottom out first before the index, and when they rebound, they will be stronger than the index. When the GEM index is still struggling with the 10-day line, Dongfang Wealth has taken the lead in rebounding to a position above the daily moving average.
At 10:30, the GEM index did not break the previous low for the second time. The index gradually stabilized and began to rebound during the day, slowly rising step by step.
At midday closing, the ChiNext Index closed at 1537.85 points, with the decline narrowing to 1.05%, a rebound of nearly 0.7% from the low.
Dongfang Fortune reported 14.88 yuan, down 1.06%. Compared with the opening price, it was 0.02 yuan higher. A cross false positive line with a lower shadow line showed a stronger performance.
"It's not bad. It's much better than the index. It depends on how it performs in the afternoon."
Although it still closed down, Dongfang Wealth was much stronger than Yinzhijie. Yinzhijie had a sharp adjustment in early trading, with the lowest drop exceeding 5%, and it still closed down 3.45% at noon.
After the resumption of trading, Yin Zhijie only hit the daily limit, and its performance was really mediocre. Last Friday, Yin Zhijie only traded more than 30 million yuan. From the looks of today's early trading, the trading volume is still not high.
"It's back to the shrinking state again, I don't know how long it will take to wash it this time, hey." Gu Junhao sighed with some regret.
Once such small-cap stocks shrink, it is naturally impossible to start, especially at a high level. It is impossible to find a suitable opportunity without increasing the volume again.
The trend in the afternoon continued the rebound pattern in the morning, with the index slowly rising. Dongfang Wealth took the lead in turning red at 13:20, and its performance was very strong.
Five minutes later, the GEM index reported at 1544.26 points, down 0.64%, maintaining a weak rebound pattern.
At 14:30, Dongfang Fortune reported 15.22 yuan, up 1.2%. The index still did not change much, only moving up 1 point.
"It's still a bit weak. It seems like today is an opportunity for high-priced stocks to escape."
"Are we going to sell, boss?" Wang Ruoyu asked. The average price was 14.60 yuan, and since then, there has been a profit of more than 4%. For intraday trading, it can be considered a very good profit.
"Don't sell it yet, let's wait. Dongfang Wealth is quite strong today. Let's see if the index will pull up. If it does, it should rise some more."
The rebound is not strong enough, but the trading volume still remains at a high level. It looks like funds are taking advantage of the rebound to escape. However, Dongfang Wealth is somewhat unexpectedly strong today.
At 14:36, Dongfang Fortune moved late in the trading. Around 4,000 buy orders continued to appear, pushing the stock price to a high position step by step. By the close, Dongfang Fortune reported 15.59 yuan, up 3.66% during the day.
The ChiNext Index closed at 1548.33 points, down 0.38%. The K line showed a T-shaped false positive line. The Shanghai Composite Index also showed a T-shaped trend, but it was a T-shaped negative line.
In terms of trading volume, both cities remained at high levels, with GEM trading at 40.58 billion yuan and Shanghai Stock Exchange trading at 17.54 million yuan.