"We are actually getting married, but the bride is quite beautiful (dog head)"
"Brother T is not bad looking. This is the first time that Brother T has posted a selfie online, which is rare."
"Congratulations, I wish you a long and happy marriage."
"Haha, Brother T actually replied specifically, asking everyone not to worry too much about property issues. He seems to love his fiancée very much."
"That's right. With Brother T's ability to make money, doing private equity is almost the same as doing charity. You don't have to care about what everyone says about dividing property."
"What you said above is correct. This is also a kind of self-confidence. Even if the property is really divided, no matter what, Brother T can still earn it back in the same way."
Gu Junhao was also refreshing his comments at the moment. After seeing these replies, he immediately picked a reply: "Don't read the poisonous chicken soup on the Internet. There is no lack of truth, goodness and beauty in life. It is the most basic thing for people who believe in each other to trust each other. As for the future,
Just leave it to time.”
Gu Junhao's comment was quickly discovered, and people immediately followed him: "I'll go, brother T is still reading the comments, brother T is asking for the code."
“Brother T, what do you think of the stock market in December and 2015? Also looking for the code.”
"+1, fans from Taogu Bar, is it not too much for Brother T to give me a code?"
"Brother T, can I still buy Tonghuashun? The price has gone up so crazy this month, please also ask for the code."
Gu Junhao, who was refreshing the interface, smiled. Of course, the code cannot be given. There is no problem with some views on general trends, as long as it does not involve specific codes or some sensitive issues.
"There is definitely no code, but the next market will be infinitely better. Try to reduce transactions as much as possible, hold on to the chips in your hand that have good fundamentals, and just wait for it to take off."
Since establishing the private equity company, Gu Junhao has stopped talking about stocks in public and has always behaved in a low-key manner. This public reply is also Gu Junhao's first time.
Replying to comments is not a temporary decision. Even if there is no chance like today, Gu Junhao will find an opportunity to reply in public at other times.
The capital market is in a state of agitation over the trends of the Shanghai and Shenzhen stock markets this month. A-shares appear on the hot search lists from time to time, and there are a lot of discussions on major social media. Amidst the frenzied short squeeze market, the news is also dazzling.
Some people are calling for short positions, and some are calling for full positions. These complicated messages are actually useless or even negative for ordinary investors with low discernment ability.
Brother T still has a certain degree of credibility among fans. It is much simpler and clearer for Gu Junhao to use his identity to directly let fans and friends take the high-quality chips in their hands.
On the last trading day of November, the Shanghai and Shenzhen stock markets created a historic volume, with a total transaction volume of 710.4 billion yuan. Gu Junhao naturally does not think this transaction volume is very impressive, but for the current market, it is really
Very shocked.
Currently, from the perspective of stock indexes, the Shanghai Composite Index has experienced a very rare trend of seven consecutive positive days on the daily K-line and monthly K-line. This week’s increase of 7.88% is also the largest single-week increase in the past four years. Market investment enthusiasm
It's obvious.
After the central bank unexpectedly cut interest rates asymmetrically, and with monetary policy tending to be fully easing and the downward trend in interest rates becoming more and more obvious, investors' risk appetite has increased significantly, which has led to an influx of funds from all walks of life into the stock market.
.
As of now, the financing balance of the Shanghai Stock Exchange Index has soared to 817 billion yuan, and the trend of increasing leverage on the market is becoming more and more obvious, and the leverage ratio is the word that left the most impressive impression on people after the stock market crash in 2015.
For most investors and ordinary people today, the word leverage has not yet been taken seriously, but for people who have experienced the 2015 stock market crash and the late stage of Internet finance, it is enough to understand the depth of this word.
Ordinary investors and ordinary people adding leverage is the greatest harm to their own lives, but this is not the case for Gu Junhao. The leverage ratio can be said to be the most beneficial weapon for Gu Junhao.
Since his rebirth, the trends of the Shanghai and Shenzhen stock markets have basically been within Gu Junhao's expectations. Coupled with the advantage of having past life memories, Gu Junhao can completely use leverage to buy large amounts of stocks in order to quickly accumulate his wealth.
But Gu Junhao did not do this. He has only used financing twice since his rebirth. By the way, the financing limit of his personal account has always remained at 8 million yuan.
Faced with huge wealth, Gu Junhao would also be tempted, but the bigger reason why he didn't do so was not that he was noble, but that he didn't dare; Gu Junhao knew better than most people about the horror of excessive leverage.
Much higher.
Under this understanding, the financial status of Gu Junhao himself and Junshi Capital have remained very healthy. Gu Junhao himself has certain debts including financing quotas and pledges, but these have all declined with the surge of Tonghuashun.
resolve.
As for Junshi Capital, Gu Junhao has basically achieved zero-debt operation. The amount of money lying in the company's account for a long time is not a large amount, but it is enough to ensure the normal operation of the company.
Having a surplus of food makes Guo Yuanwei's job very easy. As long as the operating status of Junshi Capital can be guaranteed, Gu Junhao's personal financial leverage is insignificant.
Under Gu Junhao's reply comments, new replies are also constantly being refreshed. Gu Junhao, who is now very popular, has a rare direct statement on market trends, which is naturally enough to arouse everyone's heated discussion.
After leaving a reply, Gu Junhao stopped paying attention to the comments on the Internet. The messages on his phone kept flashing, as if reminding the world of the busyness of this young man.
Junshi Capital may not be very famous among ordinary people, but now it is very famous among investors and wealthy people in Beicang and even the entire Yongcheng area.
Gu Junhao quickly captured a group of fans with a certain status in society with his astonishing money-making speed. Judging from his investment in Park Lane Auto Parts, it also shows that this young man has a certain interest in industry.
of.
In recent times, Gu Junhao has also received many invitations from people who lack funds to seek investment. Whether these invitations are sincerely seeking investment like Jiang Jianbai, or they are based on the idea that Gu Junhao has too much money to see if he can make a profit.
Attitude is a good thing.
In any case, with these invitations, investment in the primary market may open up. All Gu Junhao has to do is let the market intelligence department conduct on-site research, analyze the company's advantages, and prepare for next year's work direction.
In the future, Junshi Capital's foundation will still not be limited to the secondary markets of Shanghai and Shenzhen stock markets, but Gu Junhao will also spend more time participating in industrial investments.
While enriching the company's business and earning more profits, it can also help more small and medium-sized enterprises get out of trouble. Although the financial market is in full swing today, the industry is far from out of trouble.
Yongcheng is an industrial city with numerous entities, large and small. As a Yongcheng native, I have a solid heart at my core.
During the two days of the weekend, Gu Junhao, who had solved the engagement issue, spent most of his time at home reading these documents and paying close attention to various news that came out over the weekend in real time.
——
On Monday, December 1, 2014, the coldness of winter has become more and more intense, and pedestrians on the street are wearing thicker and thicker clothes. Yongcheng, which does not receive a lot of rainfall in winter, looks very cold.
At 8:30 in the morning, Gu Junhao came to the company as usual. Perhaps some people are born with the inability to stop. Gu Junhao, who is already wealthy and free, is actually busier than when he was a full-time stock trader.
Gu Junhao's work habit is basically to come to the company around 8:30 in the morning. After arriving at the company, he will first go to his office. Without entering the trading room, it will be less urgent to process some company documents.
And if he needs to enter the trading room, Gu Junhao will handle some documents that urgently need his signature within half an hour, which makes him seem a little busy at this time.
As an assistant, Li Xinyu hates this the most. Compared with other colleagues in the company, he can easily eat breakfast after arriving at work and fish for half an hour or even an hour before getting into the state. Compared with Gu Junhao who has to enter
In the trading room, Li Xinyu's morning was extremely busy.
The same is true today. On the first trading day of December, Gu Junhao will definitely go to the trading room to provide guidance and cheer up Xu Jianqing and the others.
For people like Wu Peng and Cao Wenxun who have experienced two rounds of bull markets, Gu Junhao does not need to worry. Since Xu Jianqing entered the stock market, they have basically been trading cautiously under the leadership of Gu Junhao.
None of the three of them have ever experienced such a hot market situation. Over the weekend, Xu Jianqing and others also expressed some of their opinions in the group. If they follow the previous routine, Gu Junhao will definitely let traders lighten their positions now.
, but until the last trading day, Gu Junhao had not mentioned the matter of reducing his position.
After finishing his work, Gu Junhao walked out of the office calmly and headed towards the trading room, leaving the miserable Li Xinyu staring at Gu Junhao's figure hatefully.
The boss just talks, and the subordinates lose their legs; Gu Junhao only needs to sign a few words, and the rest is all hers; Li Xinyu's job has not been easy at all since joining the company, but the progress has been very obvious.
Li Xinyu started to get busy. Here Gu Junhao came to the trading room. Wu Peng, Cao Wenxun and others also congratulated Gu Junhao. Marriage is a major event in life. For two people who are already married, they understand this deeply.
"Boss, you are so uninterested that you didn't even tell us about your marriage." Xu Jianqing said without any surprise.
"What's wrong, do you want to give me a gift? Besides, I'm just engaged, not married." Gu Junhao said with a smile.
"It's the same for engagements and weddings. As for giving gifts, it's not impossible. I'm a rich man now, haha!" Xu Jianqing said boldly. The stock market rose sharply last month, and his trading volume also increased.
I think when my salary is paid this month, my income should be very considerable.
"You are quite bold to say that you are a rich man in front of the boss. By the way, boss, what does it feel like to be a billionaire?" Liu Tingting also joked.
"Billionaire, I feel good, quite elated, haha."
"Really? I didn't notice that you were too arrogant at all, boss."
"Can you see that that's called drifting? That's called nouveau riche; okay, stop talking nonsense and have a short meeting."
The so-called short meeting was nothing more than Gu Junhao talking and the other five people listening.
"Last month's trading volume increased, and the stock index also rose relatively quickly. Entering this month, the fluctuations in the Shanghai and Shenzhen stock markets will definitely intensify, especially the GEM. But there is no need to panic, the bull market is already here.
Any shock is an opportunity. Everyone just needs to stick to their heart and build their own trading system."
"In addition, in terms of positions, you can also be bolder. Both funds are prepared based on 90% of the market value of positions and 10% of cash flow. The extra funds from intraday operations can be used to find opportunities to add positions to the market value."
Gu Junhao's words undoubtedly surprised everyone present. Keeping the fund at 90% position level is already considered very radical. If it remains below this level, the risk is quite high. This is for the market.
How promising.
Entering December, as the end of the year is approaching, many institutions have the need to settle accounts. Under the influence of this factor, the current single-day trading volume of more than 700 billion yuan is still relatively unlikely to be maintained.
From a technical point of view, the major indicators are already very overbought. In addition, a large number of new shares are about to be issued in December, which will have a considerable impact on funds.
In the eyes of veteran traders such as Wu Peng and Cao Wenxun, every time we enter the end of the year and the first quarter, the market conditions during this period are not particularly good due to the year-end settlement of funds and the announcement of stock exchanges, annual reports, and the first quarter.
Often starting from December and holding positions until April of the following year, there is not much market trend in the two cities. And if the annual report or first quarter report of the position in hand is explosive, it will be even worse.
"Mr. Gu, currently our Junshi No. 2 allocations are all heavyweight stocks. These are no longer low positions. Do we really want to continue such a large position?"
Wu Peng expressed his doubts. Zhongguo Communications Construction hit a new all-time high last week. Even Zhongguo First Heavy Machinery operated by Xu Jianqing has reached the daily limit. There is no need for such a high position anymore. It is better to reduce the position.
Wait for the adjustment before buying it back.
After Wu Peng expressed his doubts, Cao Wenxun also continued: "Yes, Mr. Gu, the brokerage sector as a whole had an outflow of 5.8 billion yuan last week. If we continue to maintain positions with such a heavy weight, what will happen?"
Isn’t it too risky?”
In November, the three major financial sectors experienced huge gains, and after two barrels of oil rose, although the stock index frequently reached new highs, it also showed an obvious stagflation trend, and there was a large amount of money flowing out of the two cities.
From the perspective of the bear market mentality after 2007, the launch of the three major financial sectors often means that a large amount of funds will be consumed, not to mention the frequent record highs of individual stocks in the Chinese sub-sector, which will consume a large amount of funds.
Wu Peng and Cao Wenxun were able to raise their doubts, and Gu Junhao was very satisfied. This showed that they had truly entered the state and integrated into the team, and their speeches also got to the point.
The only factor driving the rise of the stock market is capital. Considering the previous bear market thinking, their doubts are not problematic. Gu Junhao will also not do such a move of filling the position at a high position.
But now the way of thinking is different. Now that we have entered the mid-term stage of the bull market, the shock in December will definitely intensify. Gu Junhao is very clear about this, but the shock does not mean reducing positions.
In the mid-term stage of the bull market, any adjustment is an opportunity to increase positions. The same is true for the trend of individual stocks, as long as the liquidity of funds is ensured.
How crazy will the trend next year be? Looking at the current situation, I am afraid that most of the main funds in the market may not be as clear as Gu Junhao. At this time, Ken cannot lose any chips.
As for the two Junshi funds, since they are fully closed, there is no need to worry about redemptions before they are opened, so Gu Junhao feels that there is no problem with such a position.
In this regard, just like some new investors born in the 2000s and later generations, when there is no big use for the funds, there is no need to worry about the problem of being locked up. No matter how low you are, I will not sell.
"You're right, but we need to change our thinking. It's a bull market now, and the chips in the bull market's hands are the most important, so Brother Peng and Brother Cao don't have to be afraid, just operate according to the rhythm."
Gu Junhao just wanted to maintain such a high-spirited attitude and end the trading in the last month of this year, even if it was a volatile time and the intraday retracement was very large, he would not hesitate.
Nowadays, even Junshi No. 2 has basically left its position cost area. Without any leverage operation, any shock retracement is not a concern.
Since Gu Junhao, the fund manager, said so, everyone can only abide by it. As the first trading day of December enters, the market will not give Gu Junhao any face.
The Shanghai Composite Index, which had obvious stagflation pressure last Friday, fluctuated in the early trading and surged above 2,700 points. It then began to dive in the afternoon and began to decline. The amplitude of the whole day was as high as 1.93%. It ended the day with a decline of 0.10% and a shrinking cross negative line trend.
transaction.
The ChiNext Index, which hit a new high in the new year last Friday, opened lower and moved lower. It maintained a fluctuating downward trend throughout the day. It fell 1.18% in late trading, and the index returned to below 1560 points, at 1552.31 points.
The Shanghai and Shenzhen stock markets both closed down on the first trading day in December, and individual stocks also performed poorly. Zhongguo Communications Construction, which continued to adjust after the daily limit last Monday, fell 4.88% today. Huanghe Securities and Xibu Securities also both fell.
Zhongguo First Heavy Industry Co., Ltd., which also has a Chinese prefix, performed abnormally today. Zhong Guo First Heavy Industry Co., Ltd., which fluctuated downwards in the morning, rose in late trading and finally closed up 2.72%. The stock price was close to the high point on October 14.
Regarding the adjustment of the market and heavyweight stocks, Gu Junhao confidently said to the five people a classic saying in the stock market: "Don't be afraid, it's a technical adjustment."
The plunge in the GEM Index seems to have had little impact on the three constituent stocks held by Gu Junhao. Only Dongfang Fortune closed down. Yinzhijie, which hit the daily limit last Friday, rose 4.72% again today.
The performance of Tonghuashun is even more unique. Tonghuashun, a three-board company, performed extremely strongly today. In the morning call auction, Tonghuashun opened strongly at 57.70 yuan, an increase of 7.40%.
After the opening, Tong Huashun fluctuated at a high level for 24 minutes, and was closed at 9:54. The stock price also reached 59.09 yuan. Judging from the dragon and tiger list after the market opened, the Shanghai Gang was like crazy. Fushan Road Securities Sales Department
Continue to increase the position by 71.4536 million yuan.
Liyang, a new entrant last week, made a very big T, selling a total of 25.9738 million yuan and buying 39.0955 million yuan throughout the day. Buying and selling ranked second in the buy and second positions respectively.
Judging from the Dragon and Tiger list, which deviated from the stock price by 20% in three trading days, Shanghai Shanghai Gang’s purchases were even more luxurious. The purchase of one seat on Fushan Road exceeded 124 million yuan.
If we also include the funds purchased on Fushan Road on November 26, during the four consecutive board periods, the total purchase amount was close to 170 million yuan, and the sales amount was less than 36 million yuan, with a net inflow of more than 100 million yuan.
"Shanghai helped buy so much and pulled four boards in a row. It was really cruel. However, today's shrinking board has accelerated very obviously. If there is no other hot money relay in the future, the adjustment should be quick."
When analyzing Tong Huashun's today's dragon and tiger rankings, Gu Junhao couldn't help but sigh: hot money likes to play relay market, but the Shanghai Gang always likes to eat alone, such as Tong Huashun, who makes big purchases and does not let other hot money eat all the way.
, this kind of market situation is difficult to sustain.
If nothing else goes wrong, any subsequent increase will be an opportunity for them to ship. However, thanks to today's increase in Shanghai Gang, Gu Junhao's daily personal account income was as high as 8.3235 million yuan.
The total market value has reached 91.4895 million yuan. If the daily limit is raised by one more, Gu Junhao's total market value will directly exceed 100 million yuan.
"Boss, do you think he will continue to increase the price? If it continues to increase, your market value will exceed 100 million." After the market closed, Xu Jianqing discussed with Gu Junhao.
"It doesn't matter if it breaks over 100 million, but pulling like this is not a long-term solution. When the adjustment is made, I don't know how many retail investors will be trapped in it, hey."
It's a pity that I don't have enough funds at the moment, otherwise I will redeem the pledged chips and give these solitary eaters a hard blow.
Entering Tuesday, the Shanghai and Shenzhen stock markets had only adjusted for one trading day, which perfectly confirmed Gu Junhao's joke about technical adjustments. The Shanghai and Shenzhen stock markets both opened lower in early trading on Tuesday, and the morning trading maintained a volatile trend of adjustment.
among.
The ChiNext Index opened lower in early trading and quickly rose. The index returned to the five-day line trend level, and then maintained a high and volatile sideways trend. In the afternoon, the Shanghai Composite Index suddenly changed.
There are three major financial sectors again, with the banking sector leading the way, followed by the brokerage sector. With Hongyuan Securities’ huge order sealing the daily limit, the brokerage sector as a whole began to rise crazily.
The Shanghai Composite Index quickly broke through 2,700 points in the afternoon, and even reached a high of 2,777.37 during the session. At the closing stage, the Shanghai Composite Index rose 3.11% to close at 2,763.54 points.
Today, the overall inflow of the brokerage sector is 3.6 billion yuan. With funds so frantically attacking the three major financial sectors, all technical aspects can no longer explain the current hot market.
Any so-called negatives, positives, technical aspects and expectations are not worth mentioning in the face of big funds.
I received a lot of monthly votes today, and I am very happy. I wonder if this book will have the chance to receive 1,000 monthly votes in a month. Thank you all very much. I will find time to update it during the holidays.