Chapter 284 Gu Junhao on the day of the 100-point plunge (seeking a monthly ticket)
Chapter 284 Gu Junhao on the 100-point plunge day (please vote)
Author: Ru Meng Ru Hua
Chapter 284 Gu Junhao on the 100-point plunge day (please vote)
As the brokerage sector rose again after diving, the Shanghai Composite Index turned red again at 10:41. With a single transaction exceeding 56.04 million yuan, Xibe Securities once again closed the daily limit, with the stock price at 36.16 yuan.
Calculated from the lowest price of 10.50 yuan on June 19 this year, it has increased by more than 344% so far, and it has increased by as high as 74% so far this month. The extreme market conditions of securities companies are difficult for position holders to adapt to.
The stock price of Huanghe Securities was reported at 16.49 yuan, an increase of 9.28%. Under the leadership of securities firms, the Shanghai Stock Exchange Index once again refreshed today's previous high position, and the trend seems to have returned to its original trend.
However, at this time, Gu Junhao's heart became more and more uneasy. The heavyweight stocks were closed so early, which was not necessarily a good thing for the main board heavyweight market, which had become increasingly divergent in recent trading days.
"The market is closed so early. If the funds on the market are bearish, how much funds will be needed to support it?"
Obviously, if the off-site capacity is insufficient, the stock price will easily fall back from a high level. However, the total trading volume of the Shanghai and Shenzhen stock markets has exceeded one trillion yuan. No matter how loose the policies are and how urgent funds are to rush into the market, big funds are not
What a fool.
For example, brokerage stocks such as Xibu Securities, which have increased by nearly 3.5 times in half a year, have accumulated huge profit orders. Even if OTC funds take over, they must be given a suitable opportunity.
"There's something wrong with the market. I have to go to the trading room in the afternoon." Gu Junhao muttered. He couldn't care less about any irregularities at the moment.
If we want large sums of money from the sidelines to enter the market again, the Shanghai Stock Exchange Index will definitely need a substantial correction, and the brokerage sector that has surged today will definitely bear the brunt.
At midday closing, the Shanghai Composite Index closed at 3057.74 points, an increase of 1.24%. This was also the highest point of the Shanghai Index in early trading today. The Shanghai Index closed with a bald positive trend in the morning.
After the securities firms recovered, the small and medium-sized startup sector started to fall again. By midday closing, the ChiNext Index fell from a rise of 0.65% to a drop of 0.43% at the closing stage, down nearly 1%.
Small and medium-sized startup stocks fell back one after another. Yinzhijie fell 3.79%, Dongfang Fortune closed at a flat price at noon, and Tonghuashun fell 2.43%, with its stock price closing at 58.50 yuan.
In the morning, the transaction volume of Tonghuashun exceeded 500 million yuan, but the 500 million yuan was mainly concentrated in the half hour of the shock in the morning, and the half hour after Lao Fu was picked peaches after the promotion. After 11 o'clock, the transaction volume of Tonghuashun
The volume shrinkage is very obvious and it is especially difficult to sell.
"There is no need to maintain the market this afternoon. Let him fall. The more he falls, the better." Lao Fu frowned and said.
The situation is irreversible, and the market rebound on the 10-day line cannot continue. I don’t know whether there will be new peach-picking funds in the next wave of rise; Tonghuashun shipments in the short term are no longer possible.
Since the goods cannot be shipped, it is natural to change the trading rules, let the stock further adjust, and then make a second-wave rebound. From here, the profit should be good if the goods are shipped, but the time line is too long.
After lunch, Gu Junhao rarely took a nap during the lunch break, and his eyes were fixed on the computer screen. This really surprised Li Xinyu. According to her understanding, the boss's other habits may change, but naps are unbreakable.
"Boss, why didn't you take a nap? Didn't you sell your stocks?" Li Xinyu asked with some confusion.
"I have sold my own stocks, but the fund is still there. I am a fund manager first." Gu Junhao said with a smile.
At lunch, the more he thought about it, the more uneasy Gu Junhao felt. He didn't care that he would be more tired in the afternoon because he didn't take a nap. Instead, after eating, he looked through the performance of the major popular sectors in the morning. The key points were
Naturally, it's a brokerage.
When securities companies dived near 10 o'clock in the morning, a relatively large amount of funds flowed out. And the small and medium-sized enterprises that increased during the same period certainly included part of the profit-taking funds. However, for the securities companies, it was an outflow after all.
Judging from the subsequent rise in the brokerage sector, its trading volume has also shrunk significantly. Xibu Securities even used only more than 50 million yuan in funds to directly raise the price to the daily limit, and the closing funds are not as much as before.
.
The sectors that led the decline in the morning were mainly the military industry sector, satellite navigation, general aviation and other sectors. Building materials, architectural decoration and media performed well, and food and beverages also performed well.
PetroChina, whose amplitude was close to 10% yesterday, maintained a decline of around 3% throughout the day this morning, and its performance was extremely average. Sinopec also fell by more than 4% today.
"Brokerages, big finance and other sectors with the prefix Chinese are already at their wits end. If we want to maintain the market in the afternoon, we will probably only be able to use two barrels of oil."
The continuous changes in the two barrels of oil indicate that it has reached a short-term peak in terms of trend. Sinopec was already in a sharp decline yesterday, and PetroChina fluctuated violently yesterday, but its stock price was still in a downward trend at its high point.
The rise of two barrels of oil can often cause panic. The recent sharp fluctuations in the two markets are most obvious when two barrels of oil move abnormally.
"Maybe we have to dive in the afternoon. This is a good opportunity for the rotation." After an analysis, Gu Junhao said with a smile.
"Diving? What diving?" Li Xinyu asked doubtfully. Since the stock price surged in the past two months, Li Xinyu has become more and more interested in stocks. This is leek behavior, chasing the rise and killing the fall.
"Nothing. I'm going to the trading room in the afternoon. Don't buy stocks randomly. If you have any, sell them first." Gu Junhao said as he turned off the computer.
When the market is soaring, the behavior of company employees buying stocks definitely exists, and there is no express rule against it. He has no way to control it. However, Gu Junhao will occasionally mention it to a few employees he is familiar with.
"Ah, I didn't buy it. I was still thinking of looking for a chance to buy it." Li Xinyu said in shock.
"It's okay if you don't buy it. If you want to buy it, let's talk in a few days. I'm going to the trading room first, and I'll leave this place to you."
"Okay." Li Xinyu nodded. From the boss's reaction, she could tell that there must be an emergency.
Gu Junhao, who had just walked a few steps, turned back to Li Xinyu and said, "By the way, the conversation just now cannot be disclosed to others, including your parents. Even if the stocks they bought plummeted, you can't tell them."
"Hey, boss, who are you looking down on? I understand this. Besides, how did you know that the stocks my parents bought would plummet?" Li Xinyu's father did buy some stocks, but not many, and they were held for a long time.
Planting, has long been ignored.
"Hey, it's okay if it doesn't happen. Let's wait and see if it will plummet."
This was the first time that the boss appeared in the trading room during lunch break. Wu Peng and Cao Wenxun didn't know this, but Xu Jianqing and the others were surprised.
"What's going on? Boss, why are you here? Has the market changed in the afternoon?" Xu Jianqing asked Gu Junhao.
"Why don't you take a nap?" Not only Xu Jianqing, but also Wang Ruoyu and Liu Tingting were sleeping. Cao Wenxun and Wu Peng also woke up when Gu Junhao came in.
"Why take a nap in the middle of winter? Let's play chess." Xu Jianqing said. There was a lack of entertainment in the trading room, but this didn't bother Xu Jianqing and others. During nap time, they would play chess or something if they didn't sleep.
Play poker.
"Okay, it's better if you don't sleep. Let me tell you first. The market may change in the afternoon and we need to move our positions."
Later, Gu Junhao also shared his analysis with the five people. The other two were noncommittal, but Xu Jianqing and the other two seemed a little excited. This was going to be a market crash. They were selling large orders on the daily limit. This kind of experience
It should be very refreshing.
"When will it be sold? How much will it be sold for?" Xu Jianqing asked slightly excitedly.
"Just follow my instructions when the market opens in the afternoon. Why are you asking so many questions?"
"Okay, got it."
Time passed by little by little, and soon one o'clock in the afternoon came. The Shanghai and Shenzhen stock markets also started trading mode again. The large financial sector was still on the rise, and the Shanghai Composite Index also rose step by step during the same period.
Huanghe Securities, whose stock price closed at 16.55 yuan near the morning's opening, also successfully closed its daily limit with the support of more than 70 million yuan in capital at the beginning of the opening, and the stock price closed at 16.60 yuan.
As the number of closing orders on the daily limit board increased step by step, Huanghe Securities also successfully closed the daily limit price. The closing orders of Huanghe Securities were already among the latest batch. The rising limit wave of securities firms triggered by the late morning session reached its peak at this moment.
The entire brokerage board rose by more than 9.5%, and the entire sector was approaching the daily limit. The Shanghai Composite Index soared to 3074.98 points, an increase of 1.81%, and calls for it to exceed 3100 points within the day were getting louder.
At this moment, no one cares about the small and medium-sized startup sector, which is still declining. The collective price limit of securities companies has made retail investors completely unable to sit still. Countless retail investors who can't wait have rushed to attack the blue-chip heavyweight stocks that have not yet been closed.
Among them, there are also some small and medium-sized entrepreneurial investors who are exchanging positions; the investors who are having an intracranial climax have forgotten the risks at this moment, and only have the idea of the bull market in their minds.
"It's really crazy. With such a large volume and four consecutive boards, how much capital is needed to accumulate it?" Cao Wenxun sighed as he looked at Huanghe Securities, which had the daily limit in his hand.
At this time, Gu Junhao was watching the trend of the two barrels of oil. As the index rose, the two barrels of oil had climbed above the yellow moving average during the day. At 13:11, the Shanghai Stock Index fell back from the 3081 point.
PetroChina was making frequent changes at this moment, with large orders entering continuously. Seeing this, Gu Junhao quickly said: "Two brokerages and two Chinese prefixes are clearing their positions."
"What? Clear positions?" Not only Xu Jianqing, but also the traders operating these four stocks all spoke out.
"Stop talking nonsense, clear the warehouse, and hurry up. Don't you see that the closing orders are decreasing?" Gu Junhao said loudly.
"OK."
At 13:14, PetroChina, which has been experiencing frequent changes, rose rapidly, and its stock price rose like a green onion. It rose by more than 5% in an instant, and its stock price rose by 2.71%. Sinopec also achieved a red turn in the same period.
The Shanghai Composite Index, which has just fallen back to around 3070 points, is also rising again. At the same time, a series of individual stocks such as Xibe Securities, Yellow River Securities, Zhongguo Communications Construction, Zhongguo Yizhong, etc. that have closed their daily limit are closing their orders in a manner that is visible to the naked eye.
The speed decreases rapidly.
"There are many people smarter than me. It's useless to keep pumping two barrels of oil. Everyone is rushing away." Gu Junhao doesn't have to operate himself, he is only responsible for watching the market. At this time, he and Wang Ruoyu are the only ones in the office.
Leisurely.
At 13:22, PetroChina turned its momentum straight downward, and Sinopec turned green again. At this time, the Shanghai Composite Index hit a maximum of 2992.49 points, failing to achieve a breakthrough of 3100 points.
"Hurry up, how are the sales going?"
"Sold out."
"Sold out."
"Sold out."
"Immediately, there are still tens of thousands of shares." The person who said this was Xu Jianqing, who held the largest position. Zhongguo Yizhong had a position of 400,000 lots and a position of 240 million yuan. It was still difficult to sell.
However, what traders pursue is hand speed. Eight minutes have passed since Gu Junhao issued the order. He sold 240 million yuan in a stock with an average daily turnover of more than 2 billion yuan and a large number of closed stocks on the daily limit.
The chips are not particularly difficult.
"Hurry up, throw it away. It's time to test you. There are still operations to do next." Gu Junhao said with some dissatisfaction.
The Shanghai Composite Index also began to turn downward at the moment when two barrels of oil turned around. By 13:30, the Shanghai Composite Index was at 3065.10 points, a correction of more than 30 points, and the three major financial institutions retreated rapidly.
The number of individual stocks on the brokerage sector decreased little by little. Five minutes later, the brokerage sector collectively broke the market, and the Shanghai Composite Index's increase narrowed to less than 1%. Affected by the plunge of the Shanghai Composite Index, the small and medium-sized startup sector collectively started a plunge again.
At 13:41, the Shanghai Composite Index turned green, and the closed stocks with Chinese prefixes opened collectively. The brokerage sector that fell to around 8% is still trying to resist. Xibu Securities and Huanghe Securities are trying to return to the market.
At 13:45, the Shanghai brokerage sector, which failed to close the seal, went down again. After a slight rebound, the Shanghai stock index plunged again. The stock index fell below 3,000 points and closed at the lowest level of the day.
During the market plunge, the resistance of securities firms was the most tenacious. Xibu Securities was undoubtedly the leader and even closed the market for several minutes. However, as the index fell below 3,000 points, a short-term panic had formed.
At 14 o'clock, the Shanghai Stock Index dipped again. Xibe Securities, which had been closed just now, immediately saw no orders on the board. The stock price plummeted downwards like a waterfall. In less than ten minutes, the stock price fell from the daily limit to
2.4%, quoted at 33.66 yuan.
"The securities firms have plunged, and the market is gone." Gu Junhao said with a smile.
At this time, Lao Fu, who was in the trading room, frowned when he saw Tong Huashun's decline of more than 7%; this trading was a complete failure. He was picked off twice in a row. Now he is
Profits are almost gone.
The funds bought in the morning have even been trapped. Lao Fu sighed and said to the trader: "The market has plunged. Let's hit it on the lower limit now. Then we will buy goods on the lower limit. In addition, Dongfang Wealth
Also pay attention to attracting goods.”
I'm afraid it's not enough to just buy Tonghuashun. You also have to buy Dongfang Wealth to give yourself more chips and let them form a linkage, so that they can pull up together to make a second wave of uptrend.
At 14:15, the Shanghai Composite Index reported at 2928.89 points, a drop of 3.03%. The Shenzhen Component Index and the ChiNext Index also fell sharply. The ChiNext Index reported at 1515.53 points, a sharp drop of 3.29%. The 1500 point level is also in danger.
The brokerage sector is still diving. Xibe Securities' stock price was 33.30 yuan, up 1.31; Huanghe Securities' stock price was 14.66 yuan, down 2.85%; Zhongzhong Yizhong's stock price fell 4%; Zhongguo Communications Construction's trend was relatively better, and it was up 5% at the moment.
nearby.
Among the GEM constituent stocks, Tong Huashun and Yin Zhijie were already stuck above the daily limit. Dongfang Fortune, which was the most resistant, also fell by more than 7%. The sharp plunge of the Shanghai Stock Index led to a sharp drop in the industry sectors.
All major boards collapsed. 28 Shenwan first-level industries have now turned green. The food industry has the smallest decline, reaching 1%. The banking sector and the national defense industry sector have led the decline, reaching 7.5% and 6.13% respectively.
The same is true for the major concept sectors. There are more than 100 stocks that have reached their daily limit. However, there are still nearly 20 stocks that have reached their daily limit. But excluding the sub-new sectors, there are almost none.
At 14:30, the magical two-thirty did not come. The brokerage plunged for the third time in the day, and one of the leading companies, Xibu Securities, also turned green. The Chinese prefix also fell straight down, and Dongfang Fortune, whose stock price rebounded slightly, at this time
I couldn't stand it any longer and went straight to the lower limit price.
At 14:40, Dongfang Fortune closed down and the stock price closed at 26.98 yuan. The most resistant stocks finally couldn't hold on anymore; however, this was the moment Gu Junhao was waiting for.
"Ruoyu has topped up the funds from the last reduction of Dongfang Wealth's position to increase the holding chips." Gu Junhao said while operating.
Here, the position of Junshi No. 2 was also started at the same time. The last price reduction was 32.78 yuan. To the current lower limit price, there is already a 21.5% price difference. With the previous funds, I can buy more than 20% more stocks.
chips.
Yin Zhijie has been down to the limit for some time. The reason why Gu Junhao did not increase his position was because his trading volume was too small. If nothing else, his trend should be similar to Tong Huashun, falling again after a second wave of rebound.
It won’t be too late to pick it up then.
After setting up the position of Dongfang Fortune, Gu Junhao did not forget the four heavyweight stocks. The plunge of the Shanghai Composite Index continued. At 14:42, Xibu Securities, Yellow River Securities, Zhongguo Yihe were approaching the limit, and Zhongguo Communications Construction also
It fell to near the flat price.
"The time has come to consider your hand speed. Buy the same amount of chips for the amount you just sold, and grab them quickly." Gu Junhao said with a smile.
One minute later, the Shanghai Composite Index fell to 2911 points. The 2900 points should not be held today, and the three stocks on the Shanghai Stock Exchange also closed their lower limits.
Yuan.
However, Zhongguo Communications Construction was unusually strong. It rebounded as soon as it hit the bottom. Gu Junhao thought while staring at his trend: "It seems that Communications Construction was mistakenly killed by the market. It seems that he is not going to adjust today."
, and other stocks are obviously prepared, but no matter what, a big adjustment in one day is better than a sudden drop."
Like the other three stocks, the adjustment range from the upper limit to the lower limit in one day has exceeded 20%. Even if the subsequent adjustment falls again, it will be difficult to fall further. You must know that this is an adjustment in the middle of the bull market.
There is a high probability that the transaction will be completed within one trading day.
However, today's trend is very scary after all. By the end of the day, the Shanghai Stock Exchange Index broke through 3,000 points and 2,900 points in a row, closing at 2,856.77 points. The intraday trading volume reached an astonishing 793.4 billion yuan, and the stock index fell sharply.
The long upper shadow and large negative line of 5.43% closed.
The Shenzhen Component Index also plunged 4.15%. The small and medium-sized index and the ChiNext Index, which were accelerated by panic, plunged 3.94% and 3.99% respectively. The major three sectors of the Shanghai and Shenzhen Stock Exchanges recorded a total transaction volume of more than 1.2 trillion yuan.
The devastating decline in the afternoon showed investors the terrifying nature of the stock market.
Among these 120 million yuan in daily transactions, the brokerage sector performed extremely shockingly. The brokerage sector reported a maximum rise of 9.57% throughout the day, and ended with a 2.95% decline in late trading. The trading volume for the whole day was as high as 193.2 billion yuan.
and an amplitude of 16%.
All this shows the seriousness of the divergence of big funds, and in this process, ordinary investors who chased the securities companies in early trading were all severely beaten by the market today.
However, heavyweight stocks also saw a lot of bargain-hunting funds in the late trading. The two securities firms held by Gu Junhao also opened smoothly after sealing the 5-minute limit in late trading. Xibe Securities finally closed at 30.82 yuan, down 6.32%.
Huanghe Securities reported 14.21 yuan, down 5.83%.
The performance of the two Chinese prefixes was mixed. Zhongguo Yizhong's stock price closed at 5.11 yuan, a sharp drop of 6.41%, while China Communications Construction's stock price never turned green throughout the day, and it rose sharply by more than 4% in late trading, finally closing at 8.19
Yuan, the stock price rose 4.87%.
Several traders who actually participated in the trading, especially Xu Jianqing, were deeply shocked by the shocking diving market in the afternoon. They also admired Gu Junhao for his calm command and operation on the diving day.
Ten minutes after the market opened in the afternoon, the index was still rising. It could judge that the stock market was about to dive based on the trend in the morning and changes in daily limit orders. The most amazing thing was to keep an eye on the trend of the two barrels of oil.
These actions can be said to be very bold when it comes to liquidating positions and even returning to full positions during the late trading limit-down period. Normal institutions don’t have the ability to see the limit down, but the large limit-down buying of two funds in the late trading was for two people.
The opening of securities companies has made a considerable contribution.
Today, it is reasonable to say that Gu Junhao pried open the stocks of these two securities companies. Only then did the two of them realize that Gu Junhao's invisible behavior of hitting the market with large orders at the upper limit and rocking the lower limit seemed to be able to affect the direction of the stock market.
"It's a bit exaggerated to say that seven to eight billion yuan of funds were used to influence the transactions of over one trillion yuan in Shanghai and Shenzhen, but it seems to have played a certain role in it." This argument made the two of them feel a bit outrageous, but it seemed that
It did happen.
"No wonder Xiao Xu and Xiao Wang said that Mr. Gu was very excited on the day of the crash. You are indeed excited today." Cao Wenxun said with a light shoulder.
"Yeah, with today's big drop, not only did we not lose anything, but we made a lot of money, haha." Wu Peng also laughed and said that such exciting market conditions are rare in several years, and today's operation is really enjoyable.
"Yeah, it's so exciting. I was a little confused when the boss said we were clearing positions. When I hit the limit and bought the bottom, my brain didn't react. It was just a mechanical operation." Xu Jianqing also said with a look of unfinished understanding.
"Okay, stop flattering me. Everyone should be very tired today, so let's get off work." Gu Junhao said with a smile: "In addition, in view of your performance today, I will personally reward you each with 20,000 yuan, etc.
It will be cashed out soon."
"Hahaha, thank you Mr. Gu, this is good, this is good." Cao Wenxun immediately answered, giving money is more practical than anything else.
Gu Junhao also responded with a smile: "I originally wanted us to have a dinner together. We haven't had a dinner together since Brother Cao and Brother Peng joined the company, but today is a working day and we didn't have enough fun. Let's do it next time."
"Is there a dinner party after the money is paid?" Xu Jianqing asked quickly.
"Yes, you can organize it at a time and I will pay the bill." Gu Junhao rolled his eyes at Xu Jianqing and then left the trading room to mind his own business.