The Road to Rebirth Finance

Chapter 344 Vanke A with daily limit change
In the evening, Nvidia also ended trading on the last trading day of this month, with its stock price closing at $31.72, an increase of 11.81% for the whole month.

This is already the fourth positive line of Nvidia's monthly line level. In the past four months, except for September, Nvidia's 9.65% increase failed to reach more than 10%, and the remaining three months exceeded 10%.

The largest increase last month was as high as more than 15%, and what is even more frightening, the stock price has been rising along the trend for four consecutive months.

According to the analysis based on the technical and fund aspects of A-shares, in the four months since Nvidia rebounded from the bottom, even if the stock price has risen by 60%, it is far from the official start of the stock price.

On the one hand, Nvidia's performance in the past four months can only be regarded as the main funds are building positions, and its monthly trend has not even deviated too far from the [-]-day line.

Judging from the daily line and even the weekly line, Nvidia's trend is even closer to the [-]-day line, and the trend can be described as quite beautiful.

If this kind of trend is in my big A, it must be the specialty of the institution, the general trend of bull stocks, and when it starts, hot money will definitely enter the rush to raise funds.

And this kind of stock trend, once it pulls back to a certain position, it is a good time to increase the position. Gu Junhao has been waiting for such an opportunity. After the profit of Junshi No. [-] was credited to the account, it was not that Gu Junhao didn't want to buy it.

The amount of foreign exchange to be exchanged this time is almost 10 times that of the previous one, which is much more difficult. Without a certain amount of time to prepare, it is difficult to exchange for such a large amount. The exchange of foreign exchange is not as simple as imagined.

In the news on the evening of December 12, there was good news from Vanke and the real estate sector, which changed today. According to the normal rhythm, the economic meeting in the middle of this month has determined the keynote of economic regulation next year.

Supply-side reform has become one of the hot spots of this economic conference, and real estate reform will become the core proposal of this supply-side reform. The real estate industry is facing a new round of supply-side reform.

This is called price increase and destocking by later generations. After this round of reforms, since 2016, housing prices in various places have begun to rise rapidly, and the speed of land acquisition by real estate companies has accelerated significantly. Housing prices in some second- and third-tier cities and even small eighteenth-tier counties have fallen. There has been a substantial improvement.

At the same time, the rapid leverage expansion of real estate companies has also planted a great hidden danger for the subsequent debt problem, and everything has a cause and effect.

On Tuesday, December 12, as a result of the call auction in the morning session, the performance of the Shanghai and Shenzhen stock market indexes was mediocre, and Vanke opened slightly lower at 1 yuan. However, the overall capital in the real estate sector showed an inflow state.

At 9:30, after the official trading started, Vanke A performed mediocrely, and fought around the price of 15 yuan. Although it opened lower, the trend of the low opening stage was relatively strong, and it basically kept fighting around the opening price.

Vanke has its own traders to deal with it. Gu Junhao is mainly focusing on Tianqiliye in the self-operated market today. Tianqiliye’s stock price has fallen all the way since it refreshed the high point of 23 yuan since the current round of rebound on the 174.50rd of this month.

After a callback for five consecutive trading days, although the stock price rebounded to 155.70 yuan yesterday, it is still above the pressure level of the daily line from the perspective of the trend. When the market opened today, Tianqi Liye followed the market and fell slightly When it is opened, it will kill quickly.

Tianqi Liye, which did not rebound after opening low, fell close to 10% in less than 3 minutes of trading time, and its stock price was reported at 151.76 yuan.

Opening under the pressure of the 10-day line on the daily line, there is a suspicion of falling below the 10-day line in less than [-] minutes of trading time. This trend fully shows that yesterday's rebound is just an invalid rebound, and the stock price will fall further.

At present, the market value of Tianqiliye's holdings on the self-operated market has exceeded 4.5 million yuan, and now most of them no longer mention the issue of bailing out the market, let alone a Shenzhen stock market starting with 002.

Tianqi Liye's share price is already showing a tendency to pull back, not to mention that after the end of this month, it will be trading after New Year's Day, and the circuit breaker will be launched soon. Naturally, Tianqi Liye needs to reduce its position.

In Tianqi Liye, where the trend is clear today, all Gu Junhao has to do is to reduce his positions, but it is naturally impossible to sell all his positions of more than 4.5 million yuan in one day.

Calculated based on yesterday's trading volume of 21 billion yuan, today's decline will inevitably shrink. It is considered good to be able to sell a market value of about 1 million yuan. Gu Junhao no longer has any ideas about the specific idea of ​​reducing positions.

When a stock decides to reduce its position or liquidate its position, there is no need to consider whether it is up or down that day, and it is not necessary to care about the specific decline of the stock, not to mention that the profit of Tianqi Liye has exceeded 3 million yuan at this moment.

At 10 o'clock, Tianqi Liye was smashed to -5.27%, and the stock price fell below the 150 yuan mark to 147.50 yuan; while falling below the [-]-day line, yesterday's gains were completely swallowed up, and the rebound trend has been completely destroyed.

This kind of low opening and low moving, fell along the daily average yellow line, and the trading volume has been maintained at a large number; such an intraday trend deeply illustrates the possibility of a high stock price correction.

Even if there is another second-wave trend, it is only a process of rebounding shipments. This kind of trend stocks are no more heavily involved than those of you veterans, and there will not be much capital involved in the relay behavior.

With the increasing outflow of funds within the day, Tianqi Liye also further expanded its decline. By the end of the afternoon, the stock price closed at 144.80 yuan, and the intraday decline reached 7%. Judging from today's trend, it is not too strange to see a limit drop.

The turnover of Tianqi Liye was close to 10 billion yuan in the morning, and Gu Junhao, who had no scruples about smashing the market, exceeded 7000 million yuan in the morning. Another stock that was focused on, Wanke A, broke out with the real estate sector after a 15-minute shock in the early trading.

At 9:50, Financial Street took the lead in closing the market, leading the sector. Within 5 minutes, Vanke A’s stock price rose by nearly 4%, an increase of more than 3%. .

The trading volume of Vanke A in the morning was close to the volume of yesterday’s whole day. Even if the possibility of equity competition is put aside, the breakthrough trend of both volume and price is very beautiful, and the closing price of 15.50 yuan in the afternoon is already Vanke’s own price. The highest price since August 8.

The volume has been heavy for two consecutive trading days, which is positive, and the sector has risen significantly. Vanke A, which has been heavy for two consecutive trading days, has a very high probability of going out of a big positive line again today.

Real estate stocks in 2016 are actually a good investment direction, and they may be properly allocated after the circuit breaker, but this time there are no monster stocks like Tellus to supplement the changes in market value.

Gu Junhao doesn’t remember the monster stocks in 2016 at all. In his own impression, 2016 was a very chaotic year for A-shares. The hotspots of the sector were not particularly obvious, but they were mainly concentrated in the weight market.

In the afternoon, the real estate sector continued to exert its strength. Vanke A was very active in the afternoon. The index remained in a wide range of shocks throughout the day today, but small and medium-cap stocks led by the ChiNext fell significantly today.

The most typical Tianqi Liye is the representative. In 2015, Tianqi Liye was far from being a giant stock like the later generations. Including Longji shares, they were actually considered growth stocks.

Photovoltaic, new energy, and even the lithium battery industry led by lithium mines are still dominated by small and medium-sized growth stocks. These emerging industries represent the future. During this period of the bottom, there are still a lot of high-quality assets in A shares.

Vanke A rose sharply in the afternoon. At 13:30, the stock price rose by nearly 7%, breaking through the price of 16 yuan, and reported at 16.10 yuan. Driven by this, the real estate sector set off a wave of daily limit, and some real estate stocks with small plates had their daily limit.

The floor sector was outstanding. Today, the Shenzhen Component Index performed better than the Shanghai Composite Index. The main reason is that most of the real estate stocks are concentrated in the Shenzhen market. At 13:45, Vanke A’s share price was reported at 16.58 yuan, an intraday increase of 10.02%.

After 2 minutes of turmoil, a large amount of orders appeared on the daily limit board of Vanke A, and the daily limit was successfully sealed; Vanke with a daily limit is rare, and the price of 16.58 yuan is also a new high for Vanke this year, compared with the highest in June during the stock market crash The price of 16.25 yuan is 2% higher.

That is to say, under the premise of not fluctuating, benefiting from the equity competition, all shareholders who have bought Vanke A this year have been released. Today's daily limit is definitely more than a positive blessing for Vanke.

In the past, even if Vanke had great benefits, it would rarely go up and down. The stock price performance of this stock was more based on stability. In Gu Junhao’s view, today’s performance of Vanke is more due to a certain big money. Participate in a new round of equity competition.

"Haha, there's no need to T. The daily limit has been raised today. What a hell." Cao Wenxun said with a smile. This morning he bought 15.10 lots of Vanke A at an average price of 5 yuan. He originally wanted to wait for the afternoon market. When pulling up, do intraday T operations.

Today's trend was far beyond his expectation. The market trend made Cao Wenxun realize that something was not easy, and today's trading volume has also greatly exceeded expectations.

"The seal is so firm, there is really no need to sell it today, just treat it as an increase in position, and if you want to do T in the future, you can do it according to the base of 55 lots." Gu Junhao also said with a smile.

For daily trading, Gu Junhao set a few people at about 10% of the number of positions held. According to the trading volume of the day, traders can judge for themselves. Vanke A has been handed over to Cao Wenxun since the stock price fluctuated greatly.

Wuliangye, another stock with relatively large fluctuations, is handed over to Wu Peng to operate. Currently, Maotai Liquor is jointly traded by Wang Ruoyu and Liu Tingting. After the circuit breaker on New Year's Day, Gu Junhao will open other positions.

As for the rice stocks, the people who interviewed before will officially go to work tonight. There are three people in total, plus Xu Jianqing, who have a total trading capital of nearly 2 million U.S. dollars. The average is about 5000 million U.S. dollars per person, equivalent to About RMB 3 million.

This is only the initial amount of funds. With the subsequent changes in the stock price, the overall amount of funds will definitely change a lot, and may even reach a very impressive number at one time. Four traders still need to be allocated.

After New Year's Day, Junshi No. 6 will add another 10 traders, making a total of 6 people. According to the current scale, each person needs to trade an average of [-] million yuan in funds. This amount of funds is still very large for traders. maneuvering space.

The allocation of 10 traders in Junshi No. 10, with the huge scale now, Gu Junhao also plans for possible public offering funds in the future. This time, Gu Junhao plans to open positions in [-] stocks, and the allocation is completely based on public offering funds.

After Xu Jianqing was transferred to the self-operated market, Wang Ruoyu had already been promoted to the leader of Junshi No. [-] trading team. Wu Peng and Cao Wenxun had no dissatisfaction with this. impossible.

It is impossible to let a direct subordinate who I trust not be promoted, and let an employee who has been in the job for less than a year take an important position. No matter how capable he is, it is unreasonable to put it in any company.

As for Liu Tingting, in the view of Wu Peng and Cao Wenxun, although there is no promotion at present, Mr. Gu will mention new opportunities for promotion in the future. I have to say that the luck of these three young people is really very good.

After New Year's Day, there were a total of 14 traders under the Junshi Capital Fund Business Department. Except for Xu Jianqing, who was slightly inexperienced, the rest were experienced people.

In the new round of enrollment expansion, Gu Junhao also does not plan to train newcomers. The company has entered a stage of rapid development, and key positions can no longer give newcomers more opportunities to adapt.

(End of this chapter)