In fact, Gu Junhao also has another target for the new fund's holdings, but this stock has risen too fast recently.
The subject of this stock is also a company with Chinese prefix: "Zhongguo Communications Construction."
Since its rebound on October 28, Zhongguo Communications Construction has surged 40% in six trading days, and today it quickly closed its daily limit in early trading.
By the time Gu Junhao found out, he had already reached the daily limit, and Gu Junhao was not happy with the way of opening positions.
But it doesn't matter. Compared with Zhongguo Yizhong, which has doubled, this stock has a more obvious advantage, and it has only increased by 40%.
When it pulls back to near the 5-day line, you can open a position; similarly, there is no need to worry about trading volume with the prefix "中".
Moreover, the current manpower is somewhat insufficient; if new traders are not in place, opportunities will arise again.
Then, Gu Junhao would have to do it himself.
Since 2000, A-shares have only experienced six consecutive positive trends at the monthly level three times in history.
The first time created the first bull market of 6124 points, and the second time was at the end of 2008, when the market also hit a high of 3478 points.
And this time, it is the third time that the monthly line has six consecutive positives; the frequent changes of big funds, and the big guys with Chinese prefixes can have continuous daily limit prices.
This trend and emotional fermentation have undoubtedly increased investors' enthusiasm for participation.
This can also be seen from the recent increase in the number of A-share topics on social media.
Countless investors are no longer limited to professional stock social platforms to share their investment experience.
The rise in investment enthusiasm has also affected Junshi Capital's public relations. If not, it would still be difficult to get on the hot searches.
From some data analyzed by the market intelligence department and his own judgment, Gu Junhao felt that the Shanghai stock market should be stronger than the GEM index in the two months at the end of the year.
Although the monthly positive streak has exceeded 2,400 points for the sixth consecutive month, for the Shanghai Composite Index, it is still at a low level, with countless low-valued stocks waiting to be repaired.
The recovery and rebound of low-valuation stocks is also a major highlight of this bull market.
Relatively speaking, since the GEM index experienced a big rebound last year, the index has been unable to break through the highs and will definitely continue to repeat itself.
This is one of the reasons why Gu Junhao concentrated most of Junshi No. 2’s positions in Shanghai stock market.
The super market is about to come, and Gu Junhao, like most people, is running and accelerating to enter the market.
On Wednesday of this week, Zhongguo Communications Construction, which had been trading at the daily limit for two consecutive days, opened with a gap close to 6%.
However, with the frequent selling of large orders and the adjustment of the Shanghai Composite Index, Zhongguo Communications finally found a false negative line with a closing increase of 0.82%.
The Shanghai Composite Index also closed down 0.47% today, ushering in a rare opportunity for adjustment.
"I feel like I can open a position tomorrow. It would be better if I opened lower to explore the 5-day line." After the market closed, Gu Junhao said to Xu Jianqing and the others with a smile.
Today, Xu Jianqing and Liu Tingting began to execute Gu Junhao's order to open a position, and the market just caught up with the adjustment.
Although it might be better if Junshi No. 2 was released a few days earlier; however, it is still good to be able to catch up with the adjustment at the beginning of opening a position.
Whether it is an index or an individual stock, adjustments in the early stages of a bullish trend are buying opportunities.
However, the newly recruited traders are still not in place; tomorrow, Gu Junhao will have to operate by himself.
This cannot be blamed on Shen Boyu's low work efficiency. After all, the time is too short and it is quite difficult to find a suitable candidate.
You must know that rookies like Xu Jianqing and the others were carefully selected back then, not to mention that the requirements this time are even higher.
"Then boss, you have to do it yourself, haha." Liu Tingting responded. They couldn't help with the 100 million yuan to build a position.
The simultaneous operation of the two funds can be regarded as pushing the three people's work to saturation; for the three of them, today's pressure is still quite high.
Wang Ruoyu wants to keep an eye on Junshi No. 1 and 3 support positions, which are also nearly 100 million yuan in size. It is the first time for Xu Jianqing and Liu Tingting to operate such a large amount of funds.
Especially for Xu Jianqing, Yin Zhijie's previous trading volume was very small, and Xu Jianqing rarely had a single transaction of more than 3,000 lots.
The stock price of Zhongguo Yizhong was low, and orders of more than 5,000 lots appeared frequently, which made Xu Jianqing, who had just taken over, very uncomfortable.
Although he had the foundation of yesterday's Dongfang Fortune trading, for nearly half an hour in the morning, Xu Jianqing still had the same trading inertia.
This situation does not exist for Liu Tingting. They are both in the brokerage sector, and Xibu Securities has significantly increased its volume in the later period.
She was much faster than Xu Jianqing in establishing a position in Huanghe Securities.
———
Thursday, November 6; the first Thursday in November.
With the market correction yesterday, I don’t know what kind of trend it will take.
On this day, Gu Junhao entered the trading room as usual and was going to start building a position in Zhongguo Jiaojian today.
In early trading, the Shanghai Composite Index was not affected by yesterday's adjustment and still opened higher. Zhongguo Communications Construction reported at 6.16 yuan, opening lower by 0.02 yuan.
"You two continue to buy, Xiao Xu, don't be impatient, and slowly find your rhythm." After the collective bidding, Gu Junhao said to Xu Jianqing and Liu Tingting.
Every leap of capital is a test for traders. Theoretically speaking, if the capital is less than 10 million yuan, you can still trade with the mindset of retail investors and hot money.
Once the capital exceeds 100 million yuan, this way of thinking must change; if the capital exceeds 100 million yuan, even if it is a stock with a daily turnover of more than billions of yuan, it is a major capital that cannot be ignored.
At present, the Shanghai and Shenzhen stock markets are in the midst of an accelerating rise. There is not much time left for Xu Jianqing and others, and the same is true for Gu Junhao.
Even though Gu Junhao had experience in operating large funds in his previous life, this was his first time operating large funds in the form of a fund like Junshi No. 2.
However, Gu Junhao will not panic and will never deviate from his principles when engaging in investment transactions.
At the beginning of trading, the index maintained a small range fluctuation. Gu Junhao did not take action immediately. Zhongguo Jiaojian was still some distance away from the 5-day line of 5.95 yuan at this moment.
The small fluctuations in the early trading are not the right time to buy when there is no adjustment in place. For stocks with the Chinese prefix, when the continuous rise is too large, the half hour in the early trading is not the best time to buy.
At 9:50, Zhongguo Communications Construction reached its highest price of 6.32 yuan in the morning, rising 2.27%, and then began to pull back. At the same time, the Shanghai Composite Index also began to fluctuate and fall.
At 10 o'clock, the stock prices of Zhongguo Communications Construction and the Shanghai Composite Index turned green at the same time, and continued to decline. At 10:08, Zhongguo Communications Construction reported 6.07 yuan, down 1.70%.
After 20 minutes of sideways trading, the stock price of Zhongguo Communications Construction dropped to 6.02 yuan again, which was very close to the 5-day line. One minute later, two sell orders of 10,000 lots pushed the stock price to an integer of 6 yuan.
"It's almost time to start." Gu Junhao, who had been watching the trading market all morning, said with a smile.
Then, buy orders started to be placed. According to the order of 6.02 yuan, buying little by little, the transaction volume of JCC was very active. The average single purchase and sale order was more than 1,000 lots, and orders of 3,000 to 5,000 lots could be seen at any time.
The huge trading volume and the active trading gave Gu Junhao a bold idea, which was to buy the chips he needed all at once today.
From 10:38 to 11:15, in less than half an hour, Zhongguo Communications Construction's stock price fluctuated little, with the highest price reaching Gu Junhao's order price of 6.02 yuan and the lowest price falling to 5.96 yuan.
During this period, the Shanghai Composite Index reached its lowest point of 2402.66, with a drop of 0.69%. The downward shock also increased.
The stock index was pointing downward. As a heavyweight stock with the prefix "中", the stock price of China Communications Construction Company Limited has been trading sideways near the five-day line. This made Gu Junhao realize that China Communications Construction Company Limited is very likely to end the intraday adjustment.
It is precisely with this awareness that Gu Junhao is very bold in placing orders. Large orders of more than 5,000 lots are constantly placed, and the corresponding buying chips are also increasing.
At 11:17, Zhongguo Communications Construction reported a price of 6.05 yuan. The stock price broke through the low and sideways trading range and returned to the position before the second decline. The Shanghai Composite Index also rebounded by nearly 0.3%.
"Okay, it looks like it won't fall below the 5-day line today. You can continue to buy." Gu Junhao looked at the trading market with satisfaction and said.
When Gu Junhao started to open a position, Wang Ruoyu was already standing behind Gu Junhao to observe. Xu Jianqing and Liu Tingting were both entering into billion-yuan operations, but he was the only one who had not had such experience.
Although Junshi No. 1 has now exceeded 100 million yuan in scale, the scale of this 100 million yuan is distributed among four positions, and there is still some cash on hand, so Wang Ruoyu's operation is much less difficult.
From Wang Ruoyu's point of view, the boss has never operated hundreds of millions of yuan-level funds. Without the arrival of new traders, he would like to see how the boss operates hundreds of millions of yuan-level funds.
For Wang Ruoyu and the others, the miraculous performance of Junshi No. 1 proved that the boss could control a capital fund of tens of millions and billions, and the 500 million yuan fund of Junshi No. 2 also made them look forward to it.
"That's too cruel. This is really buying with your eyes closed. But this kind of stock is really good. With tens of millions of funds invested, the stock price fluctuations are very small." Seeing that the boss continued to buy, Wang Ruoyu was secretly frightened.
road.
At midday closing, Zhongguo Communications Construction closed at 6.04 yuan, with its stock price down 2.27%. The trading volume was as high as 1.1 billion yuan, and the volume could remain in a high range.
The stock price of Zhongguo Communications Construction did not fall below the 5-day moving average in the morning, and the Shanghai Composite Index also rebounded by midday closing, indicating a good adjustment trend.
Among the 1.1 billion yuan trading volume, Gu Junhao alone’s buying volume exceeded 10%, which can be called a huge purchase.
"How is it? Do you like it?" Gu Junhao turned around and said to Wang Ruoyu with a smile.