Chapter 285 Harvesting hot money (please vote for me)
Author: Ru Meng Ru Hua
Chapter 285 Harvesting hot money (please vote for me)
The trend on Tuesday can be described as "devastating". At the end of the day's trading, there were as many as 184 stocks in the Shanghai and Shenzhen stock exchanges that fell below their daily limits, and all major sectors and concepts closed in the green.
The three major sectors of satellite navigation, general aviation and equity participation are almost at their lowest limit. The overall decline of the three major sectors has exceeded 8%, and the overall decline of the national defense and military industry has been as high as 8.73%.
The hot weight trend in the morning and the rapid plunge in the afternoon resulted in very few investors being able to survive today. If the daily loss can be controlled within 3%, they can outperform most investors.
After the market closed, social media was filled with wailing, and the plummeting A-share market was also on the hot searches. When Gu Junhao returned to the office, Li Xinyu looked at him in shock.
"Boss, how did you know it was going to plummet?"
"I don't know, go back and ask your dad how much he lost, haha." Gu Junhao said with a smile. There should be quite a few investors who turned off the lights and ate noodles today, especially those who chased after the weight in the morning. If they didn't lose 10%, it would be considered a loss.
The lucky ones.
For most investors, they are still mentally prepared for the adjustment of the market. However, with the continuous surge of the main board, they can make money by buying anything, which leads to the infinite amplification of greed factors.
Amidst the surge, everyone's mentality of being a stock market god has also masked the risks involved, and the adjustment of the market has come amid the general stock market sentiment. For some unlucky people, the loss in just one trading day may reach 20%.
above.
Not to mention those investors who cut their profits in the morning and rushed into heavyweight stocks. Take Xibu Securities as an example. The group of people who took over Gu Junhao's chips on the daily limit board lost as much as tens of millions of yuan in one day.
Most of the group members in the stud group today are among the lucky ones. Li Ze's continuous indoctrination has also had a certain impact on them. Most of them had little chance of making small investments in the first few trading days, and they were not able to do so.
Even if I dare to chase the weight, I have maintained a short position like Li Ze.
"It is said that those who are good at selling in the stock market are the best. Brother T is really good. This time he ran away early again. The hot money in it was trapped tightly. He is still adding positions today, haha." Long Hu.
After the list came out, Li Ze said with a smile.
Within three trading days, Tong Huashun dropped from the highest of 70.94 yuan to the current price of 53.96 yuan, a drop of more than 30%. Although Li Ze's selling price is not high, compared to today's closing price, the loss is also
Reduced by more than 10%.
If it were Li Ze before, if Tong Huashun had fallen as low as today, he might have rushed in to buy the bottom, but this time is different. Li Ze, who has made a lot of money this year, is no longer interested in this kind of dancing on the tip of a knife.
"Brother T, why didn't you copy it back?"
"If you didn't copy it back, it means it didn't fall into place. If you think about it, the Fushan Road family bought so much, who would dare to carry the sedan for them."
"That's right. If this idiot eats alone, by the time he's done, Tong Hua Shun will also be in trouble."
"What will Li Ze buy next? You can't keep your position empty, right?"
"What's wrong with keeping the position empty? I've made so much this year. It's okay for everyone to take a break for the New Year, or wait until next time Brother T appears on the Dragon and Tiger list."
"You've made a lot of money, bro, you haven't made any yet, you've lost all your previous profits in the past two days."
"The market is almost 3100 and you haven't made any money yet. Are you going to speculate in stocks?"
"It hurts my heart, old man..."
There are so many dragon and tiger lists in Shanghai and Shenzhen stock markets today. Institutions directed today's extreme market. Major institutions frequently appear on the dragon and tiger lists. Xibe Securities' net outflow today exceeded 100 million yuan, and its outflow exceeded 150 million yuan for two consecutive trading days.
.
Huanghe Securities, Zhongzhong Yizhong, Yinzhijie and other Junshi companies all experienced net outflows of funds on today's Dragon Tiger List. The only positive inflow was Dongfang Wealth, which had an inflow of more than 250 million yuan today.
There are traces of Gu Junhao's participation in these dragon and tiger lists, and there are seats on each dragon and tiger list; however, it is a pity that the seats reserved for institutions make it impossible for everyone to judge.
As for Gu Junhao's personal seat, it will naturally not appear on the Dragon and Tiger list today. It was after analyzing the major Dragon and Tiger lists that Li Ze decided to continue to maintain a short position.
The dragon and tiger lists of Tong Huashun and Dongfang Fortune are very interesting. Today's dragon and tiger list of Tong Huashun is still dominated by the Shanghai Gang. Fushan Road continues to appear in the buy one position, and also appears in the sell four position. Today
Net purchases exceeded 60 million yuan.
At the same time, Xiahe Road and Galaxy Securities Shaoxing Securities Sales Department also appeared in the position of buying 2 and buying 3 respectively, while selling one and selling two were two institutions, selling 75.3495 million yuan and 45.0172 million yuan respectively.
As for Dongfang Fortune's Dragon and Tiger list, Fushan Road is also in the buy position. Gu Junhao himself is the one who buys two and three. The institutional seats of Junshi No. 2 and Junshi No. 1 rank second and third respectively.
The reason why Lao Fu increased his position was because he had no choice but to anticipate the market adjustment this time, but frequent accidents caused the goods to not be shipped in time. Now he has to increase his position to prepare for the second wave of gains.
Tong Huashun closed the limit for one day today intentionally, so that I can collect more chips. The language of the handicap has also formed a certain tacit understanding with other hot money during the trading. Without Gu Junhao's trouble, it will be much smoother.
.
"Buying five seats should be a joint venture with Brother Zhao. It seems that this guy surnamed Gu has some rules and is not grabbing chips." Lao Fu silently analyzed while looking at the dragon and tiger list.
Buying five seats is Huatai Securities Shaoshi Shangda Road Securities Sales Department, buying 13.48 million yuan. Even if Gu Junhao really buys secretly, the buying chips will be less than 13 million yuan, which is not enough chips.
For concern.
"If it continues to oscillate and fall for two days to near the 20-day line, a rebound trend should be almost over."
I invested hundreds of millions of yuan in Tonghuashun. So far, the stock price has increased by more than 70%, but it has not been able to ship goods smoothly. The profit before the end was only less than 20%. The funds have been locked up for nearly half a month. This round of Internet
In the financial market, what you do is more or less a failure.
If the goods were shipped according to my expectations, there should be no problem with the income of about 40%. After all the hard work, I made a wedding dress for others, and today I let two institutions steal the chicken again.
In the A-share market, big fish eat small fish, institutions cut off hot money, and hot money harvests retail investors, which was vividly demonstrated in Tonghuashun's sharp rise.
Today's sharp decline in the Shanghai and Shenzhen stock markets can be said to have far-reaching consequences. Zhang Yiru, who has never paid much attention to stocks, had the rare opportunity to talk to Gu Junhao about stocks for a while after he returned home in the evening.
Conversations like this between Gu Junhao and Zhang Yiru happened on the evening of December 9 among countless families with stock funds. Under the attention of the melon-eaters and the parties who had suffered serious losses during the day, December 10 arrived as scheduled.
The market trend after the 100-point plunge, and where the Shanghai and Shenzhen stock markets will adjust, is what the market is most concerned about. It is worth mentioning that yesterday’s plunge led to a lot more bearish remarks from the big Vs.
.
Although the words are vague, there are no more mindless remarks like those before. Regardless of whether they are right or wrong, this cooling behavior is also a good thing for the investment sentiment in the A-share market.
The entire investment atmosphere is overheated, and a situation like yesterday may even occur. In the end, ordinary investors will still be hurt. I believe that in the future, the market will not see such continuous surges again.
Early in the morning, Gu Junhao came to the trading room, and Xu Jianqing said to him slightly excitedly: "Boss, we made a lot of money yesterday."
In fact, there is a certain misunderstanding in what Xu Jianqing said. The funds used for T trading yesterday were all added to the original stock chips, and not much cash was added to the account. And when the chips were not realized, the Shanghai and Shenzhen stock markets again
If it continues to decline, it is still unknown how much the final profit will be.
"If you didn't sell it, it won't count as a profit. Let's see if it rebounds today. When the rebound reaches a certain level, you have to sell the chips you added to the position before it counts." Gu Junhao said with a smile.
"Boss, do you think there will be a rebound today?"
"How do I know this? But generally speaking for individual stocks, this kind of rapid decline on the way up, most of them will have a demand for a rebound the next day. Today our main task is to do T and see if there are any opportunities to reduce positions.
.”
During the rapid decline, countless funds were locked up in large quantities. Whether it was optimism about the future or consideration of short-term self-help, these funds would have the need to reduce costs by doing T in the following trading days.
This was even more true yesterday. It can be seen from yesterday's Dragon and Tiger list that this wave of institutions has been very ruthless in harvesting hot money. A large amount of hot money has been trapped in popular stocks, especially market-beating funds.
Yesterday, more than 15% of the market capital was locked up. It is impossible to cut off all the funds today, and it will inevitably carry out self-rescue. For example, the brokerage firm used to break the limit at the end of yesterday's trading, and there was also a lack of hot money adding positions in preparation for today's self-rescue.
Let's take Xibe Securities as an example. Among the top four buy-ins from Xibe Securities yesterday, except for Gu Junhao, they were all hot money. Among them, the one-stop hot money seat bought more than 120 million yuan at a time.
In fact, judging from the recent trends of the Shanghai and Shenzhen stock markets, the short squeeze on the main board may be intentional. Retail investors are the most vulnerable to the short squeeze on the main board.
The retail investors who quickly adjusted their positions quickly rushed into the major weights, resulting in serious capital losses in the small and medium-sized sectors. They lost the acceptance of retail investors. The small and medium-sized investors who quickly picked up the gains and the hot money groups wanted to ship. Apart from harvesting each other, there was no particularly good outcome.
method.
As the short-squeeze market becomes more and more serious, some hot money can only follow the trend and buy securities stocks led by big financial companies and other heavyweight stocks.
Yesterday, when the short-squeeze market reached its extreme, some hot money that had no time to escape was naturally harvested by large and small institutions such as Gu Junhao; after all, hot money with larger funds can be harvested faster than retail investors.
As far as the ecological chain system is concerned, the rule is usually that big fish eat small fish, and small fish eat shrimps. This is especially true for the zero-sum market trading ecology of A-shares. As the GJ team at the top of the ecological chain, institutions harvest hot money, and hot money is harvested.
Retail investors.
Batches of leeks are harvested, and batches of new leeks grow forever. Among institutions, there are differences between large public equity institutions, mid-range public equity institutions, and private equity institutions. These institutions will also harvest each other.
As a member of the institution, Gu Junhao also proved his strength through yesterday's transaction; although the overall scale of the two funds is not very large, from the perspective of harvest, they are fully capable of becoming a medium-sized institution.
At present, it seems that, apart from being harvested by the GJ team and large public equity institutions, Gu Junhao is fully capable of reaching the mid-range part of the market. Yesterday, Junshi Department's large-scale position adjustment of two funds was very difficult to avoid attracting people's attention.
Difficult.
At 9:25, the call auction in the two cities ended. Affected by yesterday's sharp drop, the Shanghai and Shenzhen markets both opened lower. Among them, the ChiNext Index opened lower with a slight gap to 1,499.33 points, and the index broke through 1,500 points again.
In three trading days, the ChiNext Index fell by more than 120 points, and the drop reached a huge 8%, which was slightly better than yesterday's sharp drop in the Shanghai Stock Exchange Index.
Seeing the GEM index jumping down and opening lower, Gu Junhao smiled instead and said to Wang Ruoyu: "If Yin Zhijie goes down quickly later, remember to buy some of the bottom. Let's buy 1,000 lots first."
Yin Zhijie hit the limit yesterday, but Gu Junhao did not buy the bottom. He was waiting for today. Today, Yin Zhijie jumped down to 42.11 yuan like the index. At the same time, it fell close to 5% and fell below the weekly 5-day moving average.
And the daily 20-day line.
As individual stocks and indexes continue to plummet, panic will spread step by step. With yesterday's sharp decline in the Shanghai and Shenzhen stock markets and today's downward gap in the ChiNext Index, panic has reached a limit.
Panic has reached its peak, which means a rebound is coming. As one of the leading small and medium-sized startup stocks, Yinzhijie, under this extreme panic, made a rebound on the daily 20-day line and the weekly 5-day line.
No problem at all.
As for Gu Junhao today, he has enough ability to guide the rebound of the stock price in a small-cap stock.
At 9:30, the official trading started. Yin Zhijie, who had jumped short and plummeted, was panicked to the extreme. In just one minute, large and small sell orders made Yin Zhijie's stock price go straight to the limit.
The stock price was quoted at 39.74 yuan.
"Buy it, just put the price at 40, no need to wait." Gu Junhao said, the ChiNext Index opened lower in early trading and the index did not fall again. At this time, the index was slightly higher than the opening point, and the panic did not continue to spread.
I panic when others are greedy, and I am greedy when others are panic; during the two days, Gu Junhao profoundly implemented this famous saying in the stock market.
Wang Ruoyu's purchase order fell in response to Gu Junhao's voice. A quick purchase of up to 4 million yuan also made Yinzhijie's stock price only hit the lower limit, and the time-sharing line did not even show it.
At 9:32, Yinzhijie reported 39.89 yuan, with the stock price falling 9.65%. With the completion of large orders, the stock price trended upward in a straight line.