The Road to Rebirth Finance

Chapter 287 A letter to investors (seeking monthly ticket)

The NAV trend of Junshi’s two funds soared this week, which aroused widespread concern in the market. Within two days of the weekend, it aroused countless heated discussions. The majority of people who eat melons and their peers are all discussing their NAV curve rate.

The first thing ordinary melon-eating people think about is whether there will be insider trading, but for some stockholders who know a little bit, all they can think of is that Gu Junhao has already reduced his position in advance before releasing Tong Huashun's equity pledge, and after the sharp drop, it is bound to happen. There are bargain-hunting behaviors.

From the perspective of industry insiders, through the curve trend of Junshi No. [-] net worth, it can be found that Gu Junhao did not reduce his position on a large scale on the day of the sharp drop, but achieved a large profit through his large-scale adjustment of positions. This kind of position adjustment market, everyone is also very amazed at its ability to grasp the market.

At the same time, the abnormal trend of the two funds also attracted the attention of the local regulatory authorities where Gu Junhao was located. After a series of inspections and after confirming that there was no illegal operation, they were finally put down.

But even so, Gu Junhao also received a phone call from the regulatory department, and there were some hints in his remarks that he was asked to act in a low-key manner in the future. Such a large-scale T behavior with a full warehouse, if the funds were larger, the consequences would be very serious. huge.

In this regard, Gu Junhao accepted it humbly. This was also the first time he had received such a call. Gu Junhao was somewhat prepared for this, and even did it on purpose. According to the previous style, doing T can be half-hearted.

The reason for doing this this time is also to test the attitude. In the current situation where the fund is not large, if the effect caused by doing T can be paid attention to, then for the future fund issuance, its position will be further optimized.

"Did you get the call?" Zhang Yiru asked Gu Junhao nervously.

"It's okay, don't be nervous, it's just a normal inquiry, we haven't violated any rules." Gu Junhao said comfortingly.

"It's fine, just keep a low profile in the future. It's hard to tell if this kind of thing really caused trouble or not." Zhang Yiru complained a little. The performance increased so much in a week, so I can't control it. .

"Understood, I'll call Li Xinyu and ask her to send a self-clearing announcement."

It is impossible for any change in the account's position to escape supervision. Gu Junhao naturally knows this. If there is a violation, it is impossible to find out with such a simple phone call.

Gu Junhao picked up the phone again, called Li Xinyu and said, "You use the company's official blog to issue a statement, Aite, our local supervisory authority, respond to the doubts on the Internet, we have not violated any regulations, it is just a normal adjustment of positions .”

This is requested by the leaders. The market has widely speculated about whether the two funds have insider trading. It is also necessary to issue a self-clearing announcement.
-
If you superimpose the trend of brokerage stocks and the broader market, it is not difficult to see that when brokerage stocks adjust, the market and even some other financial sectors will follow suit. From here, it is not difficult to see the influence of brokerage stocks as the leading sector in this round of market.

The overall doubling of the leading sectors has led to huge differences in the market regarding whether to adjust in the short term. However, the trend of securities companies in recent trading days has also reminded investors that even if they are optimistic about the trend of A shares in the long term, the short-term shocks are also the same. It must be guarded against.

Especially under the background of margin financing and securities lending and leverage, the speed and depth of shocks and washings will be significantly strengthened compared with before. A careless pursuit of ups and downs may lead to the wrong rhythm of the overall market.

Not making money or even losing money in the bull market is precisely because of this.

Therefore, in terms of operation, investors should still try not to chase high operations, ensure that their positions are rationalized, and at the same time achieve callbacks and dare to buy low; In terms of warehouses, you don't need to be too frequent.

As for the sectors with excessively high gains, one should not pay too much attention to them. You can put some positions in the sectors with low valuations, which may have unexpected effects.

At the same time, the stock market is risky. I hope that everyone will pay attention to risk control when investing, and use spare money to invest in stocks as much as possible. As for specific operations, you can operate according to the strategy of buying stocks in a bull market.

For friends who don't have much time to pay attention to the stock market, don't care too much about short-term adjustments, but take a long-term view, pay more attention to people around you, and enjoy life better.

In addition, I wish everyone a happy New Year's Day in advance, Gu Junhao!

After the company's official blog released the clarification announcement, Gu Junhao thought for a long time, and felt that these might not dispel the doubts of some people, so he simply published an open letter to investors on social media in his own name.

Its content is translated in vernacular. It is nothing more than that it is a bull market at present, and there is no need for everyone to panic. Adjustments are normal; and the leading sector of the bull market is undoubtedly the brokerage. Keep an eye on the leading sector and hold the positions in your hands. Sooner or later, it will be your turn. of.

The other is to remind ordinary investors of the risks. As for whether they can listen to it or not, it depends on the individual. A fund manager publicly released a letter to investors, which did not mention specific stocks. These are not illegal.

The reason why Gu Junhao dared to make such public remarks is also because the bull market in 2015 was a general uptrend. It can be said that 90% of the stocks in the market will have an increase of at least 30%, so there is no need to worry about whether the positions held before this will not make a profit. When it comes to money, the difference is only how much.

And if in the market outlook, when the division of sectors is very serious and the index is abnormally distorted, in the same stock market, some stocks are soaring to the sky, and some stocks are constantly bottoming out without anyone paying attention, then Gu Junhao's remarks are true. Absolutely dare not speak out.

The weekend is over, and a new week is coming. On the 15th, the first trading day of the second half of the month, the performance of the Shanghai and Shenzhen stock market indexes is average, but the individual stocks are more ups and downs, and nearly 60 individual stocks have their daily limit. situation.

There is a divergence between individual stocks and the broader market, between heavyweight stocks and small and medium-cap stocks, banking, steel, non-ferrous metals and other sectors have seen corrections, and the brokerage sector is not as strong as before, and the GEM index has once again set a new historical peak.

Although the performance of the market index is average, individual stocks are relatively active. On the whole, the popularity of the bull market is still there. In the first stage of the bull market, the heavyweight stocks led by brokerages quickly increased the popularity of the market and attracted social funds to enter the market.

At present, it seems that this day has definitely been reached, and brokerage stocks can also take advantage of the trend to enter the consolidation stage.

Tonghuashun was listed as one of the stocks with daily limit. Out of the trend of two consecutive boards, Fushan Road once again sold more than 3500 million yuan. The total shipments in two trading days exceeded 8000 million yuan. The continuous shipments and the return of funds from Dongfang Fortune , finally made Lao Fu face a smile.

In the absence of anyone rushing away or making trouble, the cooperation among hot money is still going smoothly. In the past two trading days, everyone has alternately pulled each other up. Only a small amount of funds can be used to easily pull the stock price to Price limit.

Zhongguo Communication Construction, which had gone out of the Wulianyang trend last week, once again reported its daily limit today. The stock price performance was abnormally strong. A series of big game veterans participated in it. Judging from the after-hours dragon and tiger list, today's daily limit of Zhongguo Communication Construction's outflow exceeded 2.1 billion.

Among them, the Yongcheng Caihong North Road Securities Branch that Gu Junhao is more familiar with is close to liquidation status, and the sales amounted to 1.05 million yuan, while the hot money of the relay was taken over by the other three, and the buy one to buy three buys all exceeded 8000 million yuan.

"There are so many rich people in the stock market. If you buy and buy casually, you can get over [-] million yuan. A large-cap stock like Zhongguo Communication Construction dares to play the relay." Gu Junhao couldn't help sighing in the after-hours communication construction dragon and tiger list.

Today is the payday of Junshi Capital. After receiving the short message that the salary has arrived, everyone's face is full of smiles. The performance of the two funds has soared. Coupled with the impact of another engagement, Gu Junhao is in a very bad mood recently. good.

The boss was in a good mood, and with a wave of his hand, another special bonus was issued. Private companies are so capricious.

On Tuesday, the style of plate switching changed again. In the early trading, the small and medium-sized entrepreneurial sector rushed forward. The ChiNext Index set a new record high at 9:37 in the morning, reporting at 1674.98 points.

While the index hit a new high, Tonghuashun, Yinzhijie, Dongfang Wealth and other stocks facing the first round of rising pressure appeared to be lacking in motivation, and the off-market capital acquisition meant insufficient.

Big funds seem to be still excited about the heavyweight stocks. The brokerage sector, which has been adjusted for several trading days in a row, has performed relatively strong again today, and has changed frequently since the beginning of the price call.

Individual stocks did not intend to cooperate with the index's upward trend. They all rushed up and fell back, and the ChiNext Index also fell rapidly. By 10 o'clock, the index was at 1646.03 points, down more than 1.5%.

At the same time that small and medium-sized ventures dived again, brokerage stocks moved up, and Hibe Securities once again hit the daily limit. This time, Hibe Securities’ impact on the daily limit price was responded by the entire sector, and a series of brokerage stocks began to follow suit.

10点40分，创业板指数报1636.18，一波一个小时的跳水行情当中，创业板指数跌幅超过2%，此记得报跌1.28%，童花顺今日高位65.98元较12月8日顾君浩卖出当日的65.99元正好低0.01元。

The Hushang Gang, which has no intention of raising it further, has controlled the stock price within a good range. Since 9:40, the all-day trading Tong Huashun has remained in the shocking shipment market of the Shanghai Gang, and the stock price volatility has remained at 5%. interval.

At the end of the whole day's trading, Tong Huashun reported a high cross-yin line trend, with a turnover of 10.3 billion yuan throughout the day, and a turnover rate of 12.59%. The second round of stock price rebound was not as expected.

On Wednesday, Tong Huashun fell 4.55%, with a turnover of 6.79 million yuan. On Thursday, Tong Huashun fell again by 7.06%. By this Friday, Tong Huashun once again topped the Dragon and Tiger list with a fluctuation of more than 15%.

On the Dragon and Tiger list on December 12th, there is no longer the Shanghai Gang. After four trading days of shocks, the Shanghai Gang has successfully completed clearance shipments. After this round of market conditions, Fushan Road, which holds the most positions The profit reached 19%.

Although it has a 35% return, for top hot money like Fushan Road, most of the funds are locked in one stock for a month, and peaches are picked twice, and then they seek the help of other hot money in order to ship. , caught up with a lot of favors.

In the process of building a leader in the Internet financial sector, Fushan Road has been quite successful, but in terms of the results after shipment, it is still quite a failure.

"Boy surnamed Gu, I remember you. This one has really tricked me." When the market closed on Friday, Lao Fu, who had finished his shipment, let out a long sigh.

"Indeed, it was not easy to be tricked by this kid. The organizations behind us who ran away should also be influenced by him. They found out that we had to pull them away before they ran away."

"Yeah, but this kid is still trustworthy, and he didn't continue to make trouble later. It stands to reason that he can do the second wave, but from the recent transactions, it can be found that he didn't continue to do it, which is not bad."

"The young people nowadays are amazing. They are decisive and know how to advance and retreat. Even if you are cheated by him, you have no reason to retaliate."

"Have you checked their fund's holdings? Wasn't he questioned by the local regulatory authorities last weekend? There should be outflows of holdings?"

"The investigation found some of them, but it's useless. They are all weighted by brokerages, and this kid is a thieves. He has reduced his positions. The cost is outrageously low. If you mess with him here, it is equivalent to self-mutilation."

"Hey, forget it, remember the lesson, next time you still can't buy too much for one seat, and it's better to divide up the position in the future."

"In the final analysis, our influence is not enough. The market actually looks down on us, and the willingness of retail investors to take orders is not enough. We really have to remember the lesson this time."

"It's true. I read some comments in the stock bar and in the stock bar. They all said that we were cut too hard. They applauded us for being harvested by a kid surnamed Gu this time."

"These sand sculptures, don't worry about them, they will be harvested obediently by us at that time, and they will come back obediently after pulling a daily limit, and there are not a few people who will take orders this time."

"The leeks are like this, they curse in their mouths, but they are honest in their hands, haha."

Tong Huashun made a sharp correction for three consecutive trading days. At the same time, the ChiNext Index also fell sharply after peaking and diving on Tuesday. The index closed at 1596.81 points at the close of trading on Friday, and fell below 1600 points again.

Looking at the trend line, the daily level of the GEM index has broken through the 10-day line and the 20-day line, and has dropped to the [-]-day line. The weekly line is also a trend of a high cross line, which is somewhat similar to the trend of this Tuesday .

Near the end of the year, for a series of small and medium-sized start-up stocks with huge gains, the market remains skeptical about whether their performance and expectations can keep up with the rise. For most small and medium-sized institutions with capital needs, sales performance is uncertain , Small and medium-sized start-up stocks with huge gains are the best choice.

　Double monthly ticket, asking for a monthly ticket~~

　　
　
(End of this chapter)