The Road to Rebirth Finance

Chapter 296 Constantly Adjusting Positions (Two in One)

The sharp drop in the Shanghai and Shenzhen stock markets led by brokerage firms on Monday deeply affected the sentiment of investors. It is naturally not a good thing for the stock market. Fortunately, it is Monday. As long as the bull market expectation is still there, there is still time to go. Repair the mood.

Generally speaking, Monday’s sharp drop is better than Friday’s. The market can restore sentiment through the following four trading days within a week, driving investors to re-enter the market. After a positive line, faith will naturally come back.

And if it falls sharply on Friday, after two days of rest, if there are some substantial bad news on the weekend, it will be a stampede market next week.

After a day of collectively turning off the lights and eating noodles, the Shanghai and Shanghai stock markets ushered in a new trading day on Tuesday. The Shanghai Composite Index and Shenzhen Component Index opened slightly lower, and the ChiNext Index opened higher. The performance is relatively stable.

"I thought it would continue to plummet for a few more days, but it seems that it has slowed down again today." Cao Wenxun said with some regret.

"It is unlikely that there will be a continuous plunge. There are not only funds that ran away yesterday, but there are also some that have not escaped. If there is a continuous plunge, they will not be able to get out. There is a recovery rebound in the shipment market, which can be regarded as It's normal." Wu Peng continued.

"If the funds go to heavyweight shares again, will it affect small and medium-sized enterprises?" Xu Jianqing asked.

Today, Gu Junhao still appears in the trading room as usual, and the current position is relatively low. In the absence of confirmation to repurchase the original chips, Gu Junhao will still pay more attention to the situation of some funds, and keep the two funds stable. Over the adjustment period.

"The impact will definitely be a little bit, but it should not be too big. Yesterday afternoon, the GEM rebounded a lot. It is impossible for all these new funds to run away in one trading day. We have to earn a fortune."

Today, Tong Huashun and Yin Zhijie followed the index and opened slightly higher. Only Dongfang Fortune performed exceptionally. Today, he opened lower. The stock price reported at 44.50 yuan, a slight drop of 0.1 yuan.

Once a stock is stared at by hot money, its stock price will always go up and down habitually, whether it is a small and medium-cap individual stock such as Daifuku Technology and Hailanxin that has been operated before, or a weight such as Dongfang Fortune and Zhongguo Communication Construction. This is true for stocks.

At the moment when the trading volume is not particularly large, hot money still has a certain influence on the heavyweights, and can influence the trend of some heavyweights; this is the case for the one who became famous in the battle on the magic car.

Regarding hot money, Gu Junhao had a lot of contacts during the transaction process.

Except for some hot money with one-day hot money, and hot money with full-time business such as Pork Rong, the trading cycle of most hot money is calculated on a weekly basis. In this case, the life cycle of the stock price will be Relatively speaking, it is longer.

Some of the hot money is relatively good, and they will adopt the method of carrying each other's sedan chairs, buying and selling continuously, and gain profits in the process, and then ship in a slow decline at the high point of the stock price, and occasionally there will be a flashback according to the situation. pull up.

When encountering this part of hot money, retail investors who are generally keen to do short-term trading, as long as they do a good job of stopping losses and are highly vigilant, their losses will not be very large. After all, short-term trading means high risks. It is impossible not to lose money, and you have to be mentally prepared for this.

Gu Junhao seldom sees the practice of the Shanghai Gang in the later generations. This kind of eating alone, entering together when entering, and exiting together when exiting, causes the stock price to fluctuate greatly, and most of the buyers have little chance to escape. , which is actually very annoying.

Some relevant seats, flocking into a stock, especially small and medium-cap stocks, are actually suspected of manipulating the stock price, not to mention that the Shanghai Gang also prefers to eat alone. The stocks they enter basically look at There is no hot money outside of them to buy in large sums.

Tong Huashun’s round of adjustments from November to December last year, if it weren’t for the adjustment of the market and Gu Junhao’s sudden release of the pledge, I don’t know how far this group of people will be pulled; perhaps, under their operation, Tong Huashun’s one or two The expected market price for the whole year can be completed in just one month.

In that case, they will earn all the profits, and then leave a mess.

At the beginning of the official trading, Dongfang Wealth appeared to run away funds. In the few transactions before the opening, there were three consecutive large orders of more than 6600 million yuan, and the opening price also dropped rapidly. At the same time, the GEM index opened higher. walk high.

"This is the funds that were trapped yesterday, and the funds that have not been run out of the Shanghai Gang are rushing away. It seems that Dongfang Fortune's trend today is not much better." Gu Junhao said with a smile, that's fine, how many of you Smash it a little, and I'll save trouble.

The opening price is the highest price of Dongfang Fortune, and there is no rebound in nature. He opened low and moved low. As one of the GEM heavyweights, his trend direction is completely opposite to that of the index, and the Shanghai Composite Index also fluctuated slightly and did not break through 3100 points. start to go higher.

The insurance sector rebounded today. As the insurance sector with outstanding performance among the three major financial sectors, it is different from the direct confrontation of bad news by brokers. Yesterday, it was relatively wrong.

And the north-south car, which was clearly determined to be a wrong kill yesterday, also rebounded sharply without any surprise.

At ten o'clock, Tong Huashun had risen close to 3%, and Yin Zhijie, who was the strongest in this round of rebound, had risen by 7.93%, closing at 64.22 yuan.

Yin Zhijie has completely regained yesterday's long upper shadow, and the stock price has been reversed, and the ChiNext Index has also increased by about 2%.

The stock price of Dongfang Fortune reported 42.33 yuan, a drop of 5.09%.

The three stocks have three forms, but in summary, the forms including the index all have their similarities.

That is, no matter whether it rises or falls, it will fluctuate around the yellow moving average price within the day.

Following the trend near the daily trading average, it shows that the trading volume is still relatively stable and there is no sign of enlargement. If there is a large intraday volume that can explode in a short time, the possibility of a sharp rise or fall is very high.

For Dongfang Fortune, its steady decline is the most dangerous.

"The trend of these stocks today is a bit extreme. It seems that Dongfang Fortune's 5% drop is not a big drop. It has been sticking to the daily moving average and has not yet started to fall."

"Indeed, there is a high probability that Dongfang Fortune will not be able to escape today's sharp drop. In this case, it will fall below the [-]-day line. At that time, I don't know when it will adjust again."

"Well, we should pay attention to one thing. After all, Dongfang Fortune is a heavyweight stock in the GEM, and it has been going against the market. Although there are hot money elements, it is impossible for hot money to fully control him. We still have to pay attention to the GEM. trend."

"Let's wait and see. Today's trend is definitely not suitable for bottom-hunting. Let's wait and see when the market is about to close."

After that, Gu Junhao stopped paying attention to the trend of Dong Fang's wealth.

The Shanghai Composite Index is currently in a small fluctuation range in the red market. The insurance sector, one of the three major financial sectors, some sectors of the Chinese Ministry of Finance, and the household appliances sector led by Gree maintain the index.

Brokerage firms that were lowered by the limit yesterday performed very poorly today. Xibu Securities continued to gap and open lower in early trading, and its stock price reported at 28.40 yuan, a sharp drop of 9.47%.

However, the rebound was not large, and the trend remained sluggish, with the overall sector maintaining a decline of around 3%.

Xibu Securities has always maintained a range of less than 5% decline, and Huanghe Securities also opened with a sharp drop of 6.25%. At this time, the stock price remained oscillating around 13 yuan.

"It has fallen by more than 15% for two consecutive days. This position is already close to the price around 2974 points. It is not impossible to copy it back."

Gu Junhao sighed after analyzing for a while.

After the continuous sharp drop, the stock price will naturally adjust by exchanging time for space. Ordinary investors may not be able to stand this adjustment and cause more mistakes.

But for Gu Junhao, the shocking time is not a problem at all, he has enough patience to wait.

The lowest price of Yellow River Securities in the morning was around 12.90 yuan, and the distance from its daily line on the 60th line was only about 1 yuan away.

If the price of 1 yuan follows the stabilization of the index, it can be digested after a few trading days of rebound.

So this may also be a staged low point for the brokerage sector.

After several analyzes, Gu Junhao finally felt that it was completely fine to take advantage of the stockbroker's sharp drop today to buy the bottom.

As for stocks with a Chinese prefix that rebounded slightly today, it is a bit inappropriate.

The rebound in the case of insufficient energy is of little use.

Thinking of this, Gu Junhao also said to Cao Wenxun and Liu Tingting: "Since this is the case, you two should copy the broker back. For Huanghe Securities, increase the position by 5 lots. As for Xibu Securities, increase the position to 2 lots. In other words, Fund No. [-] holds relatively even positions.”

Xibe Securities is a brokerage firm with the beginning of 002, and this round of bull market is mainly the bull market of small and medium-sized entrepreneurial stocks. At the current price of around 29 yuan, you can give it a try.

If you increase your position to 2 lots, you have to buy 1.4 lots today, which is about 4000 million yuan, which Xibe Securities can easily digest.

And in this way, the positions of the three stocks also maintain a certain balance. Unless there is a big drop or rise like yesterday, the market value will not fluctuate greatly.

As for Huanghe Securities, its trading volume is too large, and the increase in the later period is actually very limited.

However, there are currently no good stocks that can be re-opened. After adding positions, a total of 15 lots of Huanghe Securities, let's make do with it.

The remaining funds can find opportunities to add part of the position to Dongfang Fortune.

The trading volume of Dongfang Wealth has increased, and the stock price trend has not yet finished. The future is brighter than that of Huanghe Securities.

Trading continued, and the Shanghai and Shenzhen stock markets rebounded well, except for the brokerage sector, which saw good gains.

Theme stocks continued to soar, and the GEM index set new highs round after round.

By the midday close, the GEM index rose 3.11%, and the index closed at 1680.68 points.

Trading started in the afternoon, and the brokerage sector, which remained volatile throughout the day, dived again. At the same time, Dongfang Fortune also plummeted.

After entering 2015, the trend of Dongfang Wealth seems to be closer to that of the brokerage sector, and it is no longer simply a constituent stock of Internet finance or even the concept of high transfer.

At 13:15, Dongfang Wealth, which fell sharply, reported 40.14 yuan, and the stock price hit the limit for the first time in the day.

Xibu Securities also approached the price limit again during the same time period. Huanghe Securities once created 12.65 yuan, a 7.51% drop.

Affected by the brokerage's dive again, the Shanghai Composite Index turned green slightly, and the ChiNext Index, which had risen sharply during the day, also fell slightly during the same period of time. However, Yin Zhijie reported that the daily limit was closed at this time, and the stock price was reported at 65.45 yuan.

The price of 65.45 yuan is 2011% higher than the historical high of 37.30 yuan created by Yin Zhijie in 75, without calculating the ex-rights.

Compared with the price of 33.90 yuan on the first trading day of this year, it has almost doubled.

There are only 12 trading days in the new year, and Yin Zhijie will double his income.

Small and medium-sized entrepreneurial growth stocks are so crazy under the hype of the concept. Who would have thought of such a result 12 days ago.

However, the sealing structure of today's Yin Zhijie is not very good.

Perhaps due to the influence of the broader market, or the reason why the stock price rose too high and too fast, Yin Zhijie opened the daily limit 8 minutes after the daily limit was closed, and he continued to sell large orders.

"Let's see first. If we don't return the seal at the end of the day, we will wait until tomorrow to see if there will be a position that eats the upper shadow line. If it is closed, we will sell 3000 lots." Gu Junhao said to Wang Ruoyu.

For Yin Zhijie at the current stage, the continuous back-sealing of high positions is not a good trend at all. On the contrary, it is better for the small Yang line to rise along the [-]-day line as before.

If it cannot be unblocked, Yin Zhijie will not deviate too far from the [-]-day line, so you can take a look at the future trend.

And if it continues to be closed, the trend will accelerate, and acceleration sometimes means the end of a stage.

And the ones that can be resealed are nothing more than hot money, cutting them off once does not count as no psychological pressure on Gu Junhao.

With the change of stock price, Gu Junhao is also constantly adjusting his holdings.

This can only be discovered when you are watching the market. It is difficult to achieve this level if you are not watching the market in real time.

As for Dongfang Wealth, although it is approaching the limit, Gu Junhao still does not plan to buy the bottom immediately.

Since the wealth trend in Dongfang tends to move closer to that of brokers, it is not enough to adjust to the vicinity of the [-]-day line.

You know, Huanghe Securities has fallen near the 60-day line, and Xibe Securities has also fallen below the 30-day line.

These two plummeting brokerages failed to affect Gu Junhao's bargain-hunting plan. Relatively speaking, they can further save Liu Tingting and Cao Wenxun's bargain-hunting costs, which is a good thing in a sense.

After trading throughout the day, Liu Tingting bought 28.80 lots at an average price of around 1.4 yuan, while Cao Wenxun bought 12.80 lots of Yellow River Securities at an average price of 5 yuan.

The two stocks closed at 28.94 yuan, down 6.92%, and 12.97, down 4.63%.

Theme stocks have not been affected by the diving of brokerage firms, and are still rising continuously.

The Chuang Index continued to rise after a brief correction. At the same time, the Shanghai Composite Index also turned red again.

At 14:30, Yin Zhijie returned to the seal again, and the rise of the entrepreneurial index began to accelerate, and the index moved towards 1700 points. For the ChiNext, this is a historic moment.

Wang Ruoyu obeyed Junhao's instructions, sold 3000 lots, and returned more than 1900 million yuan of funds; the after-hours dragon and tiger list showed that this sale also made Junshi No. [-]'s sales seat appear on the sales list of No. [-] above the position.

On Yin Zhijie's post-sales list of dragons and tigers, there are all institutions selling two to five seats.

And selling one seat is Liyang Road, and Liyang Road sold 2474.77 million yuan today.

In this round of rebound of small and medium-sized enterprises, the Shanghai Gang is ubiquitous.

However, this time, Liyang Road, who is also a reaper, is more like attacking alone.

The top five buying seats were scattered all over the place, and the trading volume was not large enough. The Guojun self-operated trading seats ranked among the buying only bought 854.58 million yuan.

The net outflow of the Jielonghu list of All-day Yin Zhijie is close to 3000 million yuan.

At the end of the whole day's trading, due to the influence of northbound funds, especially foreign funds, which bought more than 20 billion yuan, the stock index rebounded fairly well, up 1.82%, basically recovering the physical position of yesterday's negative line.

The GEM index rose sharply in late trading today, creating history. The stock index broke through 1700 points and closed at 625 points with a turnover of more than 1700.85 billion yuan throughout the day. Small and medium-sized entrepreneurial stocks rose sharply.

As for Dongfang Fortune, it failed to keep its stock price trend in late trading. The stock price ended today's trading at 40.15 yuan, down 9.98%, which was only a penny higher than the limit price.

Yesterday fell sharply, and Dongfang Fortune was one of the few stocks that received red; and today, it became one of the few stocks that received green on the market.

The after-hours list of dragons and tigers also shows that the main force of today's smashing is still the Shanghai Gang. Judging from today's sales volume, it should be almost gone.

There is no A Fu on the Dragon Tiger list, it should be sold out yesterday.

Entering Wednesday, affected by yesterday's stop fall, both the Shanghai and Shenzhen stock markets opened higher.

After yesterday's insurance rebound, banks continued their efforts today, and the insurance sector did not stop.

The brokerage sector was better today than yesterday, and was in a stable state in early trading.

The overall inflow of Shanghai-Hong Kong Stock Connect exceeded 25 billion yuan yesterday, and today it still maintains a state of substantial inflow.

Since the opening of the market, the Shanghai stock index has always maintained a posture of holding high and fighting high, and the bull seems to be back.

And the slump in the bull market is like a ONE night stand, short but full of passion, and it's over.

Since the rebound signal was sounded in the early trading, the shadow of the sharp drop has become lighter and lighter for investors, and investor sentiment has been mobilized again.

In the afternoon, the stabilized brokerage sector began to rebound, driving the stock index to start a riot.

The Shanghai Composite Index regained its foothold at 3300 points, rising by more than 5% at one point, and the Shenzhen Component Index was not to be outdone, rising 3% during the session to firmly stand at 11000 points.

"The current trend of Dongfang Fortune is really following the brokerage. In the afternoon when the brokerage rioted, he rioted; haha, it seems that he can no longer be regarded as Internet finance."

Looking at Dongfang Fortune who was promoted, Gu Junhao also smiled.

However, this kind of shrinking and pulling up seems to be of no use. Although the stock price has risen a lot, it still fails to regain its position on the [-]-day line.

Unless it is a daily limit of anti-package nature today, the adjustment of Dongfang's wealth will continue.

The return of funds to large-cap heavyweight industries has naturally taken a big impact on small and medium-sized enterprises. The Growth Enterprise Market, which rose sharply yesterday, has a very limited increase today.

Yinzhijie's stock price fluctuated by only 6% throughout the day, and both the increase and decrease remained at about 3%. The trading volume gradually shrank compared with the previous few trading days.

In fact, Yin Zhijie, who had a daily limit yesterday, has shrunk compared to the previous trading day. The shrinkage has risen to the daily limit, and so many big funds have been run away.

With the return of funds to the heavyweights, the stock price bottomed out in stages has become more obvious.

The same is true for Tong Huashun. Tong Huashun directly turned green today, and the stock price fluctuates at around 5%.

The phased adjustment of SMEs is about to begin.

After a day of trading, the Shanghai Composite Index rose 4.74%, the stock index returned to above 3300 points, reported 3323.61 points, and the ChiNext rose slightly by 1.28%.

The market trend is basically in line with Gu Junhao's judgment. It has appeared in the trading room for three consecutive days, and it is time for the traders to make their own decisions again.

After the market close, Gu Junhao said after finishing today's resumption meeting: "It seems that the market in the future is basically stable, and we should increase the position to 90% before the end of January as planned, and add the excess funds to Dongfang Wealth .”

　Usually there is not much time to add updates, everyone can make do with it, and add updates according to the situation on weekends.

　　
　
(End of this chapter)