The Road to Rebirth Finance

Chapter 291 Thinking About New Investment Directions

The hype of concept stocks can be ignited with only one introduction, especially for small and medium-sized start-up stocks that have exhausted their short-selling capacity yesterday; List of letter systems.

How important credit information is to ordinary people, Gu Junhao is far more aware than most people. After experiencing the black swan incident in 2019, credit information has become a topic that many ordinary people cannot avoid.

Hot money is good at chasing hot spots, and I will not miss such important news, and small and medium-sized entrepreneurial stocks do have a need for a rebound; it is no surprise that Yin Zhijie was very strong in long positions during the gathering on Tuesday morning. Yin Zhijie, who opened the market with a gap of 5.56%, quickly closed the daily limit in the morning.

Throughout the day, small and medium-sized entrepreneurial stocks performed strongly. Tonghuashun and Dongfang Fortune also both rose by their limit. Affected by this, the ChiNext Index rose by 5.12% throughout the day, and stood firm on the daily 60-day moving average with a bareheaded and barefoot day line. .

The GEM index returned above 1500 points, reported 1539.83 points, and the main board, which was full of emotions yesterday, did not surprisingly fluctuate sharply. people.

The weight has lost yesterday's performance, and the main board naturally has no reason to go up. The Shanghai Composite Index, which has turned green many times throughout the day, barely closed red with an increase of 0.03% in late trading; , I have to say that Li Ze's luck is indeed good.

Li Ze, who inadvertently switched from short-term trading to medium- and long-term trading, has caught up with the arrival of the bull market, and is undoubtedly one of the lucky ones in the stock market. Li Ze, who has tasted the sweetness, will naturally not sell Tong Huashun after a daily limit.

Today, Li Xinyu is also very happy. She tried the daily limit for the first time in her life. She was in a good mood and even invited Gu Junhao to drink a cup of coffee. In Gu Junhao's impression, Li Xinyu was usually quite stingy besides being generous to herself. of.

"Isn't this the way everyone in the group gave out red envelopes after the daily limit in the bull market?" Gu Junhao thought a little funny, but lucky people like Li Ze belonged to the minority after all.

You must know that the panicked decline in the GEM yesterday morning caused many investors to cut their meat out and switch to the main board market; but today, seeing the stocks they cut their meat soared, but the stocks they bought did not perform well, except for MMP Besides, I don't know what else to say.

The trend of switching from the February [-]th market to the August [-]nd market is still continuing. Entering Wednesday, even with the support of brokerage companies, the Shanghai Composite Index only closed a small increase when two barrels of oil rose in late trading. .

The Growth Enterprise Market Index also performed poorly, but small and medium-sized start-up stocks were very active, and most of them rose above the individual stocks. Tong Huashun and Dongfang Fortune continued to rise after the daily limit, while Yin Zhijie once again closed the daily limit.

The switching style of the market has been very obvious, and it became more and more so this Thursday. Throughout the day on Thursday, the Shanghai Composite Index fell sharply. Line, the rebound trend is very obvious.

On Friday, the small and medium-sized entrepreneurial sector with a clear rebound trend closed another big rise. The GEM index rose by more than 2%, and the amplitude exceeded 10% within a week, and led the Shanghai Composite Index with a 5.54% increase.

Tonghuashun’s K-line closed at the six-day trend (false positive line on December 12), and it rose by 31% within a week. Dongfang Fortune also rose by 14.77% for the week, and Yin Zhijie was even more exaggerated, surpassing 25.18% this week.

Although the performance of brokers this week was mediocre, Xibu Securities fell 6.52% for the whole week, but due to the sharp rise of Yinzhijie and Dongfang Fortune, the income of Junshi No. 150 this week is naturally much stronger than that of Junshi No. [-]. Zhongguo CSR, which received five one-character boards for its weekly newspaper, also provided more than [-] million yuan in revenue.

After the results of the two funds are announced, combined with the performance performance last announced at the end of the year, for people who pay attention to the net worth of Junshi funds, if they cannot see the shareholding style of the two Junshi funds at this time, then it is a bit of a shame. Too dull.

Junshi No. [-] focuses on small and medium-sized ventures, while Junshi No. [-]’s positions are undoubtedly dominated by weight. Judging from the performance of Junshi No. [-], which has risen sharply, the positions of these two funds must have heavy positions.

And all of this is also in line with Gu Junhao's remarks in the letter to investors in response to market doubts before New Year's Day that the bull market is covering stocks; Naturally, people like Li Ze are indispensable.

In 2015, except for Gu Junhao who entered the trading room for a full day on the first trading day, he never entered the trading room in the following four days. Gu Junhao, who is busy with the reorganization of the fund business department, is quite busy this week.

After reorganization, the fund business department is more similar to a complete financial institution. By June of this year, Junshi Capital has officially operated for more than two years and can participate in the offline subscription of new shares.

After the full implementation of the registration system, launching new funds offline can be said to be a huge profit. After the end of this year’s bull market, the market is not doing well. New is an important supplement to performance.

After the reorganization of the fund business department, it will officially be renamed the investment business department. After the current two funds are liquidated, Junshi Capital will have a lot of cash flow. How to use these cash flows is also a problem for Gu Junhao.

How to spend more money is not a simple matter; Gu Junhao, who has been able to realize the freedom of wealth in his past and present lives, is not a nouveau riche. big interest.

The extravagant life may make many people yearn for it, but after the real experience, there is not much difference; life after money does not need to be harsh on oneself, but there is no need to be too exaggerated.

From Niu San in his previous life to an Internet celebrity private equity fund manager in this life, Gu Junhao wants to make his own career by relying on his own ability and better news than most people.

At present, the investment plan that Gu Junhao thinks of is nothing more than the primary market and the secondary market. In the secondary market, Gu Junhao will organize the proprietary trading of Junshi Capital in a way similar to that of securities companies.

Proprietary trading investment will not be limited to stocks or even A-shares. Hong Kong stocks and even foreign stock markets led by the United States will also have great potential in the next few years. Can’t you just cut your own leeks in A-shares?

In this regard, Gu Junhao himself is able to control the overall situation. As for the investment in the primary market, Gu Junhao feels that he does not have much ability at present. Apart from knowing a little about the general direction, he is not very familiar with the specific companies in the industry. .

Companies such as giants or unicorns that appeared in the news media in the previous life have already been carved up by large venture capital institutions in 2015, and it is very good to be able to leave some leftovers for themselves.

As for the success of investing in Park Lane Auto Parts, it seems to outsiders that Gu Junhao also has a certain vision in the primary market, but in fact, Gu Junhao himself does not think so.

Investing in Park Lane Auto Parts is more of an attempt for the primary market and the real industry. At the beginning of the investment, Gu Junhao was rushing to lose the 600 million yuan investment allocation. Now he can achieve this level, more It is due to Jiang Jianbai's personal ability.

"There is a lack of a talented person who can understand the primary market very well!" Gu Junhao said with a little sigh.

The reorganized investment business department is currently still in charge of the department, so it has to find a way to find a person in charge who is very familiar with the primary market, especially the real industry.

Just like every department now has a full-time person in charge, Gu Junhao also hopes to have someone who is capable enough to lead the investment department step by step, so that he can also be freed from specific affairs and control the overall situation more.

It's just that it's not easy to find such a talented person. This is Gu Junhao's biggest headache at the moment. Fortunately, the two funds have not yet reached the point of full liquidation, and there are still a few months to find.

In fact, in Gu Junhao's opinion, Jiang Jianbai is a good candidate. Jiang Jianbai, who graduated from a prestigious school, dares to let go of his identity, dare to fight hard, actively seek transformation when encountering setbacks, and dare to face up when he sees opportunities.

His personal qualities and profound knowledge are his highlights. However, Jiang Jianbai, who has been focusing on specific affairs these years, has his limitations in terms of the overall situation, not to mention that he also has his own business now.

Naturally, it is impossible for Jiang Jianbai to give up Parklane Auto Parts, which he has painstakingly managed, and join Junshi Capital as a professional manager, unless Gu Junhao can forcibly acquire Parklane Auto Parts and make Parklane Auto Parts a subsidiary of Junshi Capital.

Not to mention the fact that Gu Junhao can't do this kind of forcibly taking other people's careers, even if he really did it, it will definitely arouse Jiang Jianbai's disgust.

The time came to January 1. The Shanghai and Shenzhen stock markets, which completed the market switch on August 12 last week, continued today. The Shanghai Composite Index failed to achieve a good start on Monday and fell 1.71%. The Shenzhen Component Index was also in decline.

Before the market closed in the morning, the weighted sectors collectively fell, and the Shanghai Composite Index finally fell below the support of the 10-day line. The trend of high volatility was very obvious; opening.

Zhongguo South Locomotive’s amplitude was nearly 10% throughout the day, and it released a huge amount of transactions. In late trading, with a total turnover of 97.5 billion yuan, the stock price fell by 1.36%, closing at an integer price of 10 yuan. It is hard for Su Mingyu to imagine that a plate like this Large stocks can double in just six trading days.

However, he followed Gu Junhao's advice very well. Even though today's shock was severe, it finally closed down; Su Mingyu still held his position. Obviously, the previous expected price of 10 yuan could no longer explain the current trend.

After the merger, it is inevitable for CNR to re-evaluate its stock price expectations; and in Gu Junhao’s view, apart from the fact that CSR’s stock price has been sideways for several months and has doubled after the suspension of trading, apart from some funds. In addition to the need to take profit, it is more affected by the market.

For Zhongguo CSR, there is also a need to wash the market and shake the warehouse. Taking advantage of the weight drop today, it is a good opportunity. Gu Junhao, who knows the trend of Shenche, naturally knows that the stock price of 10 yuan is very important for the current stock price. It's not expensive for a car.

As for increasing the position, Gu Junhao has never thought about it. The 5000-lot magic car position was also bought by Xu Jianqing unintentionally, and it was just a bull market indicator.

The weight of small and medium-sized companies has fallen, and the Internet financial sector has performed well again, leading a series of small and medium-cap stocks to achieve a surge. Tong Huashun and Dongfang Fortune both have their daily limits again.

Yin Zhijie also rose by more than 2% today. Holding these three leading GEM popularity, Gu Junhao naturally does not need to invest too much energy in the magic car. Judging from the after-hours dragon and tiger list, the stock price has returned to the 20-day line The Tong Huashun listed above has been heavily bought by institutions, which is a very good signal.

Today, Tong Huashun's net purchases on the Dragon and Tiger List reached 3.45 million yuan, with the purchase of the top five seats accounting for more than 20% of the total turnover. However, Dongfang Fortune's increase today made Gu Junhao a little bit Accident.

The Shanghai Gang, which has not paid much attention for a while, will naturally not miss the rebound of the small and medium-sized enterprises in this round. Under the Internet finance sector, which is a popular sector in this round of rebound, the Shanghai Gang unexpectedly did not choose Tong Huashun, but Strong top Dongfang wealth.

Among the top five seats purchased, except for the fourth-ranked Hangzhou Qingchun Road, which bought 6384.68 million yuan, the other seats were joint seats of the Shanghai Gang who previously operated Tonghuashun. These four bought more than 3.2 million yuan in total, of which A family on Liyang Road bought more than 1.2 million yuan, ranking No. [-].

"I didn't see Fushan Road, nor did Tong Huashun. Is there a shadow?" What surprised Gu Junhao was that all members of the Shanghai Gang attacked Dongfang Fortune, but they didn't see Fushan Road. He was not seen on the Fang Fortune Dragon and Tiger List either.

This somewhat surprised Gu Junhao. Fushan Road bought these two stocks in a big way before, and once led Tonghuashun and even Dongfang Fortune's sharp rise. It is impossible to remain indifferent to this round of rebound.

Judging from the scale of large purchases on Fushan Road, it is impossible for him to sneak into low-buying like Gu Junhao. Every time a person who likes to eat alone will buy a large number.

Judging from the professionalism of hot money investors, this round of Tonghuashun and Dongfang Fortune’s rebound did not appear on Fushan Road. Apart from the reasons other than their personal stocks, it is only possible that they are eating meat or trapping in other stocks. up.

However, Gu Junhao has no interest in finding Fushan Road on the Dragon and Tiger List. To him, Fushan Road is just a passer-by in his life, and it is no different from the countless stockholders he has cut off.

　I didn’t get home until 08:30, and I didn’t finish eating until [-] o’clock. In the evening, there will be only one chapter. If you have time during the day, you can add more. I’m embarrassed to ask for a monthly ticket~
　　
　
(End of this chapter)