The Road to Rebirth Finance

Chapter 274 Holding High and Fighting High (6K)

"I'm really going to get married, but the bride is very beautiful (dog head)"

"Brother T is also good-looking. This is the first time Brother T has posted a selfie on the Internet. It's rare."

"Congratulations, I wish you a long, happy marriage for a hundred years."

"Haha, Brother T actually replied specifically, telling everyone not to worry too much about property issues. It seems that he loves his fiancée very much."

"That's right, with Brother T's ability to earn money, doing private equity is almost the same as doing charity, and you don't need to care about what everyone says about property distribution."

"There is nothing wrong with what the upstairs said. This is also a kind of self-confidence. Even if the property is really divided, Brother T can still earn it back."

Gu Junhao is also refreshing his comments at the moment. After seeing these replies, he immediately picked a reply: "Seldom read poisonous chicken soup on the Internet. There is no lack of truth, goodness and beauty in life. It is the most basic for people who believe in mutual trust. As for the future, Just give it time."

Gu Junhao's comment was quickly discovered, and someone immediately followed him: "I'll go, brother T is still reading the comments, brother T is asking for the code."

"What does Brother T think about the stock market in December and 12? Please ask for the code."

"+1, fans from Peach Stock Bar, brother T can't give me a code too much?"

"Brother T, can Tong Huashun still be bought? This month's price increase is too crazy, please ask for the code."

Gu Junhao, who was refreshing the interface, smiled. Of course, the code cannot be given, and some views on the general trend are naturally fine, as long as it does not involve specific codes and some sensitive issues.

"There is definitely no code, but the following market will be infinitely better. Minimize transactions as much as possible, hold chips with good fundamentals in your hands, and wait for takeoff."

Since the establishment of the private equity company, Gu Junhao has not talked about stocks in public, and has always been relatively low-key. This time, the public reply is also the first time for Gu Junhao.

Replying to comments is not a temporary idea. Even if there is no opportunity today, Gu Junhao will find an opportunity to reply in public at other times.

The trend of the Shanghai and Shenzhen stock markets this month, the capital market is in a state of turmoil, A-shares appear on the hot search list from time to time, there is also a lot of discussion on the major social media, and amidst the frantic short-squeeze market, the news is also dazzling.

Some make people short positions and some make people fill their positions. These mixed news are actually useless or even negative to ordinary investors with low discernment ability.

Brother T still has a certain degree of credibility among the fans. Gu Junhao used his status to directly let the fans and friends hold the high-quality chips in his hands, which is much simpler and clearer.

On the last trading day of November, the Shanghai and Shenzhen stock markets created historic volumes, with a total turnover of 7104 billion yuan. Naturally, Gu Junhao didn't think this volume was amazing, but for the current market, it really Very shocked.

At present, from the stock index point of view, the Shanghai Composite Index has seen a very rare daily K-line and monthly K-line trend of seven consecutive positives. This week, the increase of 7.88% within a week is also the largest weekly increase in the past four years. The market is enthusiastic about investment. It can be seen.

After the central bank cut interest rates asymmetrically beyond market expectations, under the background that the monetary policy tends to be loose and the downward trend of interest rates is becoming more and more obvious, investors' risk appetite has increased significantly, which has led to the influx of funds from all walks of life into the stock market .

As of now, the Shanghai stock index financing balance has soared to 8170 billion yuan, and the trend of increasing leverage on the market is becoming more and more obvious, and the leverage ratio is the most memorable word in the stock market crash after the bull market in 2015.

For most stockholders and ordinary people today, the term leverage has not been taken seriously, but for those who have experienced the 2015 stock market crash and the late stage of Internet finance, it is enough to understand the depth of the term.

Ordinary investors and ordinary people increase their leverage, which is the greatest harm to their own lives, but Gu Junhao is not. 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 the memory of his previous life, Gu Junhao can definitely use leverage to buy stocks in large sums in order to quickly accumulate his wealth.

But Gu Junhao did not do this, and Rebirth has only used financing twice so far. By the way, the financing amount of his private account has always remained at 800 million yuan.

In the face of huge wealth, Gu Junhao would also be tempted, but the reason why he didn't do so was not because he was noble, but because he didn't dare; Gu Junhao knew better than most people about the fear of excessive leverage. much taller.

Under this understanding, the financial status of Gu Junhao himself and Junshi Capital has remained very healthy. Gu Junhao himself has certain debts including financing quotas and pledges, but these are all in balance with Tong Huashun's sharp rise. resolve.

As for Junshi Capital, Gu Junhao has basically achieved zero-debt operation. There is not much money lying on the company's account for a long time, but it is enough to ensure the normal operation of the company.

Having surplus food in hand also made Guo Yuanwei's work very easy. As long as Junshi Capital's operating status can be guaranteed, Gu Junhao's personal financial leverage will be insignificant.

Under the comments of Gu Junhao's replies, new replies are also constantly refreshed. Gu Junhao's rare direct statement on the market trend is naturally enough to arouse heated discussions among everyone.

After leaving a reply, Gu Junhao didn't care about the comments on the Internet any more. The messages on the phone kept flashing, as if reminding the world that this young man was busy.

Junshi Capital may not be well-known among ordinary people, but now it is very famous among stockholders and rich people in Beicang and even the entire Yongcheng area.

With his astonishing earning speed, Gu Junhao quickly captured a group of fans who have a certain status in the society, and judging from his investment in Park Lane Auto Parts, it can also show that this young man has a certain interest in the industry of.

Recently, Gu Junhao has also received a lot of invitations to seek his own investment due to lack of funds. Whether these invitations are sincerely seeking investment like Jiang Jianbai, or they are foolish about Gu Junhao and have a lot of money, to see if he can make a profit. Attitude is a good thing.

In any case, with these invitations, the investment in the primary market may open up. All Gu Junhao has to do is to let the market intelligence department enter the field research, analyze the advantages of the company, and make preparations for the direction of work next year.

In the future, the foundation of Junshi Capital will still not be limited to the secondary markets in Shanghai and Shenzhen, but Gu Junhao will also spare more time to participate in industrial investment.

While enriching the company's business and earning more profits, it can also help more small and medium-sized enterprises out of the predicament. Although the financial market is in full swing, the industry is far from out of the predicament.

Yongcheng is an industrial city with numerous entity companies, large and small. As a person from Yongcheng, he has a heart to be an entity at his root.

Gu Junhao, who had resolved the issue of the engagement in two days on the weekend, spent most of his time at home reading these documents and paying attention to the various news that came out over the weekend in real time.
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On Monday, December 2014, 12, the coldness of winter has become more and more intense, and pedestrians on the street are wearing thicker and thicker clothes. Yongcheng, which has not weak rainfall in winter, seems to be chilly.

At 08:30 in the morning, Gu Junhao still came to the company as usual. Maybe some people are born to be the kind who can't stop. Gu Junhao, who is already financially free, is busier than before when he was full-time stock trading.

Gu Junhao's work habit is basically to come to the company around 08:30 in the morning. After arriving at the company, he will first come to his office. Without entering the trading room, he will not be so anxious to deal with some company documents.

And if there is a need to enter the trading room, Gu Junhao will finish processing some documents that urgently need to be signed by himself within half an hour, and he seems a bit busy at this time.

As an assistant, Li Xinyu hates this the most. Compared with other colleagues in the company, she can easily eat breakfast after arriving at work, and only enter the state after half an hour or even an hour of fishing. In the days of the trading room, Li Xinyu's morning was extremely busy.

The same is true today. On the first trading day in December, Gu Junhao will definitely go to the trading room to guide and cheer up Xu Jianqing and the others.

People like Wu Peng and Cao Wenxun who have experienced two rounds of the bull market, Gu Junhao need not worry, and since Xu Jianqing and the other three entered the stock market, they have basically traded cautiously under the leadership of Gu Junhao.

The three of them have never experienced such a hot market at present. Xu Jianqing and others also expressed their opinions in the group on the weekend. If they follow the previous routine, Gu Junhao will definitely let the traders reduce their positions at this moment. , but until the last trading day, Gu Junhao never mentioned the matter of reducing positions.

After finishing his work, Gu Junhao hurriedly walked out of the office and headed towards the trading room, leaving the miserable Li Xin staring at Gu Junhao's figure with hatred.

The boss moved his mouth, and the subordinate ran away; Gu Junhao only needs to sign a few words, and she will do the rest; Li Xinyu's job has not been easy at all since she joined the job, but her progress has been 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 have already married, they have a deep understanding.

"Boss, you are too mean. You didn't even tell us about your marriage." Xu Jianqing said without exception.

"What's the matter, do you want to give a gift? Besides, I'm only engaged, not married." Gu Junhao said with a smile.

"Engagement and marriage are the same. As for giving gifts, it's not impossible. I'm a rich man now, haha!" Xu Jianqing said brazenly. The stock market rose sharply last month, and his trading volume also increased accordingly. When I think about the salary this month, the income should be very considerable.

"You said that you are a rich man in front of the boss, you are very bold; by the way, boss, what is it like to be a billionaire?" Liu Tingting also joked.

"Billionaire, I feel pretty good, quite buoyant, haha."

"Is there, I didn't see that you are floating, boss."

"Can you see that's called floating? That's called nouveau riche; come on, stop talking nonsense, let's have a short meeting."

The so-called short meeting was nothing more than Gu Junhao talking while the other five people were listening.

"Last month, the trading volume has increased, and the stock index has also risen relatively quickly. Entering this month, the shocks in the Shanghai and Shenzhen stock markets will definitely intensify, especially the GEM. But don't panic, the bull market has come. Any shock is an opportunity, everyone should keep their hearts and do a good job of their own trading system."

"In addition, in terms of positions, everyone can also be bold. Both funds are prepared based on 90% of the market value of the holdings and 10% of the cash flow. The extra funds from intraday operations will find opportunities to add to the market value."

Gu Junhao's words undoubtedly surprised everyone here. Keeping the fund at 90% position level is considered very aggressive. If it is kept below this level, the risk is quite high. This is beneficial to the market. How optimistic.

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 transaction volume exceeds 7000 billion yuan, and the possibility of maintaining it is relatively small.

At present, technically speaking, the major indicators are already very overbought, and a large number of new shares will be issued in December, which will have a considerable impact on funds.

From the perspective of veteran traders such as Wu Peng and Cao Wenxun, the market during this period is not particularly good due to the year-end closing of funds and the release of annual reports and first-quarter announcements.

Often starting from December, holding positions until April of the following year, there is not much market trend in the two cities, and it will be even worse if the annual report or the first quarter report of the holdings in hand explodes.

"Mr. Gu, currently our Junshi No. [-] is allocating some 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 set a record high last week, and even Zhongguo Yizhong, which Xu Jianqing operated, had its daily limit. No matter how high the position is, there is no need for it. It is better to reduce the position. Wait for adjustments before buying back.

After Wu Peng expressed his doubts, Cao Wenxun also continued: "Yes, Mr. Gu, last week, the brokerage sector as a whole outflowed as much as 58 billion yuan. If we maintain such a large number of weighted positions, is it right?" Isn't it too risky?"

In November, the three major financial sectors saw huge gains, and after the rise of two barrels of oil, although the stock index hit new highs frequently, it also showed an obvious stagflation trend, and there were many outflows of funds from the two cities.

From the perspective of the bear market thinking 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 new highs of individual stocks such as the Chinese sector, which will consume a lot of funds.

Wu Peng and Cao Wenxun were able to raise their doubts, and Gu Junhao was very satisfied, which showed that they had really entered the state and integrated into the team, and their speeches also pointed to the point.

The only factor driving the stock market to rise is capital. Given the previous bear market thinking, there is nothing wrong with their doubts, and Gu Junhao will not do this kind of high position and full position.

But now the way of thinking is different. Now that it has entered the mid-term stage of the bull market, the volatility in December will definitely intensify. Gu Junhao knows this very well, but the volatility does not mean reducing positions.

In the mid-term stage of the bull market, any adjustment is an opportunity to increase positions, and the same is true in the trend of individual stocks, as long as the liquidity of funds is guaranteed.

How crazy the trend will be next year. Looking at the present, I am afraid that most of the main funds in the market may not be clear to Gu Junhao. At this time, Ken cannot lose any bargaining chips.

As for Junshi's two funds, since they are fully closed, there is no need to worry about the issue of redemption before they are opened, so Gu Junhao feels that there is no problem with such a position.

This point, just like some new post-zero investors in later generations, when the funds have no major uses, there is no need to worry about the problem of being locked up. Whatever you fall, I will not sell.

"That's right, but we have to change our thinking. Now it's a bull market, and the bargaining chips in the hands of the bull market are the most important, so Brother Peng and Brother Cao don't have to be afraid, just operate according to the rhythm."

Gu Junhao wanted to maintain such a lofty attitude to end the transaction in the last month of this year, even in times of shock, he would not hesitate to draw back a lot within the day.

Now, even Junshi No. [-] has basically left its position-building cost area, and without any leverage, any shock and retracement is not a concern.

As a fund manager, Gu Junhao said so, everyone can only abide by it, and with the entry of the first trading day in December, the market will not give Gu Junhao any face.

Last Friday, the Shanghai Composite Index, which had obvious stagflation pressure, surged above 2700 points in the early trading, then dived and began to decline in the afternoon, with a full-day amplitude as high as 1.93%, ending the day with a 0.10% decline and a shrinking cross-yin line transaction.

Last Friday, the ChiNext Index, which set a new high for the year, even opened lower and moved lower. It has maintained a fluctuating downward trend throughout the day. It fell by 1.18% in late trading. The index returned below 1560 points and reported 1552.31 points.

Both the Shanghai and Shenzhen stock markets closed down on the first trading day in December, and individual stocks performed poorly. Zhongguo Communication Construction, which had been adjusted continuously after its daily limit last Monday, fell 4.88% today. Huanghe Securities and Xibu Securities also both fell.

Zhongguo Yizhong, which also has a Chinese prefix, performed abnormally today. Zhongguo Yizhong, which fluctuated and fell in the morning, pulled up in late trading, and finally closed up 2.72%. The stock price approached the high point on October 10.

With regard to the adjustment of the market and heavyweight holdings, 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 sharp drop in the ChiNext Index seems to have little effect on the three constituent stocks held by Gu Junhao. Only Dongfang Fortune closed down. Yin Zhijie, which had a daily limit last Friday, rose again by 4.72% today.

The performance of Tonghuashun is even more unique. Tonghuashun, which has three consecutive boards, performed exceptionally strong today. In the morning call auction, Tonghuashun opened with a strong opening price of 57.70 yuan, an increase of 7.40%.

After the opening of the market, Tong Huashun fluctuated at a high level for 24 minutes, and closed the market strongly at 9:54. Continue to increase positions by 59.09 million yuan.

Last week, the newly entered Liyang made a very big T, selling a total of 2597.38 million yuan and buying 3909.55 million yuan throughout the day.

Judging from the Dragon and Tiger list, which deviates from the stock price by 20% in three trading days, the Shanghai Gang’s purchases are even more luxurious. Fushan Road, which bought a seat, bought more than 1.24 million yuan.

If you count the funds bought by Fushan Road on November 11, during the four-link board period, its total purchases were close to 26 million yuan, and the sales amount was less than 1.7 million yuan, with a net inflow of more than 3600 million yuan.

"The Shanghai Gang bought so much and pulled four boards in a row. It is really ruthless, but today the shrinkage board has accelerated particularly obviously. If there is no other hot money relay in the future, the adjustment should be fast."

When analyzing Tong Huashun's rankings today, Gu Junhao couldn't help but sigh; hot money likes to play relay market, and the Shanghai gang always likes to eat alone, such as Tong Huashun, who buys big and buys, and doesn't give other hot money all the way. , this kind of market is very difficult to sustain.

If there is no accident, any promotion in the future will be an opportunity for them to ship, but thanks to today's promotion of the Shanghai Gang, Gu Junhao's personal account daily income is as high as 832.35 million yuan.

The total market value has even reached 9148.95 million yuan. If the daily limit is raised by one more limit, then Gu Junhao's total market value can directly exceed [-] million yuan.

"Boss, do you think he will continue to increase, if you increase further, your market value will exceed [-] million." After the market closed, Xu Jianqing discussed with Gu Junhao.

"It doesn't matter if it breaks [-] million or not, but it's not a long-term solution. When the adjustment is made, I don't know how many retail investors will be caught in it, hey."

It's a pity that I don't have enough funds in my hand at the moment, otherwise I will designate to redeem the pledged chips, and I will smash those who eat alone.

On Tuesday, the Shanghai and Shenzhen stock markets only adjusted for one trading day, which perfectly confirmed Gu Junhao’s joke about technical adjustments. The Shanghai and Shenzhen stock markets opened lower in early trading on Tuesday, and the morning trading maintained a fluctuating trend of adjustment. among.

The GEM index rose rapidly after opening lower in the morning, and the index returned to the trend level of the [-]-day line. After that, it maintained a sideways high and volatile trend. In the afternoon, the situation of the Shanghai Composite Index changed suddenly.

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 2700 points in the afternoon, and even created a high of 2777.37 in the intraday session. At the closing stage, the Shanghai Composite Index rose by 3.11% to close at 2763.54 points.

Today, the overall inflow of 36 billion yuan into the brokerage sector, with such crazy funds attacking the three major financial sectors, all technical aspects can no longer explain the current hot market.

Any so-called bad news, good news, technical aspects and expectations are not worth mentioning in front of big money.

　I received a lot of monthly tickets today, and I am very happy. I wonder if this book has a chance to receive 1000 monthly tickets within a month~ I am also very grateful to everyone. I will find time to add more during the holidays.

　　
　
(End of this chapter)