The Road to Rebirth Finance

Chapter 364 Completed the opening of the position, with a retracement of 0.03%.

"Nonsense, I don't believe it, boss, did you buy the bottom of Longji shares?"

"Well, I copied it, and wait to read the annual report." Gu Junhao nodded and said.

"Aren't you going to buy some today? The stock price is quite cheap, almost reaching the price in September last year."

Today, Longji's stock price opened at 10.25 yuan, and remained at the opening price throughout the morning. It fluctuated up and down, with the lowest drop to 10.14 yuan and the highest rise to 10.37 yuan. The fluctuation is very small, but the price is indeed very cheap as Liu Tingting said.

"I've bought enough, I don't have enough money to buy more for the New Year, so let's do it, be content and be happy."

In the afternoon, the relatively stable market in the morning plunged without any surprises. The Shanghai Composite Index once again returned to the position of the lower shadow line yesterday.

Among them, Qianfeng Liye has a place. With the dive of the three major indexes this afternoon, Qianfeng Lithium Industry began to accelerate its decline mode, and finally closed at 33.44 yuan. The lower limit price also happens to be the final price of the opening of this position.

With a market value of 4.8 million yuan, Zhang Muye finally bought 12 lots of Qianfeng Lithium, and the cost was controlled within 40 yuan. According to today's closing price, he lost 19.62%.

Similarly, when opening a position, Zhang Muye suffered the largest loss among all the people, which made him a little embarrassed.

Such a large loss is the first time since the two funds established their positions, but Gu Junhao also behaved in a more normal manner. This is the case in a bear market. Even if a stock will eventually have a good increase, its trend must be Much more difficult than in a bull market.

In the bear market, if you want to participate in the transaction, you must be prepared to be trapped or stop the loss at a certain position, or simply stop the transaction with a short position.

"Don't worry, just build a good position, and operate slowly later, there is still a large amount of funds in the account, so it will definitely not be a problem to unwind." Gu Junhao comforted Zhang Muye.

The rest of the stocks in the liquor sector have all completed their positions today, leaving only the two leading electrical appliances and a small part of them have not yet completed their positions. By tomorrow, it should be almost the same.

Gu Junhao is very satisfied with the progress of the warehouse building with sufficient manpower. After completing the warehouse building this month, he will be given sufficient reaction time next month.

As for the external trading in the evening, Nvidia's position building is also proceeding in an orderly manner. Throughout the second half of January, Junshi Capital can be said to be spending money like water, and the funds on the account are constantly decreasing.

Although the three major indexes continued to close down today, they did not break the previous low of the previous trading day. The number of individual stocks with limit-downs decreased and there were always obvious capital changes every time they fell.

Although the market is still sluggish, the capital changes at this time also make the market more sensitive. In any case, the reduction of limit-down individual stocks and capital changes, in a sense, also means that the short-selling momentum here has been extremely strong. Big release.

On the evening of January 1, the central bank announced that it had launched another 28 billion yuan of reverse repurchase. This month, it continued to inject funds into the market through reverse repurchase, and the net investment this week was as high as 3400 billion yuan.

As of now, except for Anhui Province, other provinces and regions have begun to hold the two sessions, and A shares have officially entered the special trend period during the two sessions.

Judging from the work reports from various places, the reform of state-owned enterprises and the reduction of overcapacity are still one of the priorities of this year's work. Reorganization, reform of the mixed wool system and asset securitization will become important measures.

Generally speaking, the trend of A-shares in the first quarter of each year is not particularly stable, because during the two sessions, policy changes can easily cause great fluctuations in the market.

If he hadn't roughly known the low point of the stock market in January this year and the tragic decline, Gu Junhao would not have started to build a large number of positions at the end of January.

After all, the market fluctuates greatly in the first quarter, and it is often not the best time to open a position. In addition to the two sessions, there are also risks of annual reports and first-quarter reports that are expected to be disclosed.

If it is still the same as in the previous period of personal account stock speculation, Gu Junhao will start to build positions more at the end of April in the second quarter after the amount of funds has increased.

By that time, the two sessions, the annual report, and the quarterly turmoil will have ended, and the thunderstorms that should have occurred in the market will have almost come to an end. It is all about finding the right sectors and doing a good job of rebounding.

In his previous life, in the few years before Gu Junhao was reborn, he almost always operated like this, finding a position he thought was better to lighten up at the end of the year or in January.

Then, it is to participate in the transaction with a small position to maintain a sense of the market, and then in April, I choose a plate that I think is not bad to buy bottoms and do a rebound.

As far as the effect is concerned, it is still very good, especially in the reborn 2022, Gu Junhao won the whole car and auto parts sector at the end of April.

Among them, one of the auto parts holdings increased by more than five times at one point, becoming a monster stock at that time, and in the auto parts sector, many holdings also showed a trend of doubling their returns.

This is sometimes the case with stock trading. You don't need to trade every day. Within your own system, it is enough to grasp one or two opportunities in a year.

January 1th, Friday, the 29th of the twelfth lunar month, and the Chinese New Year will be one week away. The desertedness of the A-share market is getting worse every day.

In the overnight market, oil prices, which have been plummeting since the beginning of this year, finally temporarily stabilized, and oil prices began to rise, rising by 2.85% on Thursday night.

The price of gold also fell, and the performance of rice stock technology stocks must have exceeded market expectations. Affected by this, the Dow rose by 0.74%, the S&P 500 rose by 0.53%, and the Nasdaq rose by 0.8%.

In early trading, the Shanghai Composite Index opened almost flat, and then began a massive upward counterattack as soon as the market opened. The Shanghai and Shenzhen stock markets, which had fallen sharply for a month, finally ushered in a decent rebound on the last trading day.

By 10 o'clock, the Shanghai Composite Index was at 2677.68 points, an increase of more than 0.8%.

The artificial intelligence sector led the surge. The market, which fell continuously in January, experienced an accelerated decline for an additional trading day this week. The oversold rebound that had accumulated for many days finally ushered in an explosion today.

Qianfeng Lithium, which fell by the limit yesterday, refreshed the lowest point of this round to 32.50 yuan after opening in early trading today, and then began a massive counterattack. By 10 o'clock, the stock price had risen by more than 3%. The volume can be enlarged compared with yesterday.

In the half-hour rebound trend, the weight and small and medium-sized ventures are flying together, and today's trend can generally be determined.

Therefore, Gu Junhao said to everyone: "Today should be a good rebound trend. The bottom of the A-share market is here. Everyone can be bolder in their operations today."

Although the increase in the overall trading volume in Shanghai and Shenzhen is not obvious, and the market may not be a real reversal here, but whether it is emotional or technical, it is not a problem to have an oversold rebound today.

It has fallen for a month in a row, and investors who were still involved in trading a year ago need a window of catharsis.

At 10:30, the stock index rose by 1.8%. The index once again stood at the 2700-point mark and reported at 2703.34 points.

As of today's close, the Shanghai Composite Index rose by 3.09%, the index closed at 2737.60 points, and the turnover of the whole day was 1800 billion yuan. between.

Under the general rise of the two cities, all the stocks held by Gu Junhao have received reds today. The biggest increase is undoubtedly the Qianfeng Lithium Industry, which fell by the limit yesterday.

Today's trend is completely opposite. In the afternoon, the stock price entered a state of strong upward movement, and finally reached the limit.

Taking advantage of this rare opportunity, Zhang Muye made an intraday big trade of more than 1.5% with a position of 8 lots, and obtained an intraday profit of as much as 5000 million yuan with a buying volume of more than 417 million yuan.

In this way, the cost of Qianfeng Lithium Industry, which has the heaviest hold, has also dropped to 39.65 yuan. Coupled with today's daily limit, the floating loss has shrunk to 7.8% within one day.

This kind of active stocks is sometimes really unexpected. Yesterday’s limit was lowered, but today’s limit can be increased in volume. It may only take a few trading days to get stuck and make a profit.

Tianqi Liye in the same sector also rebounded sharply by more than 8%, and its stock price closed at 117 yuan. The total market value of Tianqi Liye, which held 4.38 positions in Junshi's proprietary trading, also returned to above 5 million yuan.

Although the two cities rebounded in general today, it was extremely tragic for the market in January. The Shanghai Composite Index fell by as much as 22.65%, the Shenzhen Component Index fell by as much as 25.64%, and the ChiNext Index fell by 26.53% %.

The overall decline of the three major indexes in January set a record for the largest single-month decline since the 2017-point stock market crash in 6124, even worse than last year's stock market crash.

In terms of individual stocks, the decline is generally more than 10%, and there are not a few stocks whose stock prices have been cut in half, especially small and medium-sized venture stocks.

Among all the positions held by Junshi Capital, the one with the largest monthly decline is Qianfeng Lithium, which has a daily limit today, with a monthly decline of as high as 41.55%.

As for the smallest decline, Maotai Wine Industry fell 8.04% in the whole month, and the liquor sector outperformed the index as a whole, falling 15.52% in the whole month, which is one of the more resilient sectors.

As of today, Junshi Capital has completed all the stocks that need to be opened, invested 37.324 billion yuan, and bought three new liquor stocks, two leading home appliance stocks and two lithium battery stocks.

In addition, Wuliangye increased its position. By the last trading day at the end of this month, the overall market value of Junshi Capital soared from less than 13 billion yuan before to nearly 49.58 billion yuan at the end of the period.

At the same time, the cash on the account is only less than 15 billion yuan. As for the overall size, the overall size of Junshi No. 64.22 has shrunk to 4.597 billion yuan at the end of this month, and the net worth ratio has dropped to [-].

Compared with the last announced scale of 64.43 billion yuan and the net value rate of 4.6123, it has dropped by nearly 2000 million yuan, a drop of only 0.03%.

Among them, the liquor sector with a total market value of 49.58 billion yuan, which is close to 30 billion yuan, has given Junshi No. [-] good stability.

Since the bottom-hunting, a total of 4 individual stocks in the liquor sector have maintained profitability, including Maotai, and Wuliangye closed at 23.66 yuan today, also realizing a profit.

Among the current five liquor holdings, only Gujin Gongjiu is in a state of slight loss, with a current loss of 2.71%. The bottom-hunting of the liquor sector is almost profitable as a whole, which also proves Gu Junhao’s judgment that the liquor sector should bottom out ahead of the market.

Junshi No. 0.03, which has not announced the specific net worth for two consecutive weeks, only retreated [-]% after the last trading day of this month, which naturally attracted the attention of the market again.

However, this time, Gu Junhao learned his lesson. While announcing his net worth, he also announced the specific position of Junshi No. 77.2. The current position of Junshi No. [-] is as high as [-]%.

Junshi No. [-], which is running at a high position, cannot question the market again even if there is no fluctuation in its net worth.

All colleagues, after today's market close, were completely silenced by Gu Junhao, and the voices that questioned Junshi No. [-]'s extremely low or even short positions have since disappeared.

(End of this chapter)