The Road to Rebirth Finance

Chapter 395 Position changes brought about by policy orientation

"Boss, the stock market fell quite badly today, breaking 2900 points."

On the way back to the hotel, Liu Tingting glanced at today's market trend on the phone interface, and said to Gu Junhao.

"Oh? That's right, let me take a look." Hearing this, Gu Junhao also took out his phone.

I saw a gap in the market in early trading today and opened lower and directly broke through the 2900 point, which directly established today's trend.

There was a big negative line throughout the day, down 2.79%, to close at 2832.11 points; the Shanghai Composite Index fell 165 points in just two trading days.

"Haha, this is going to fill the gap downward."

"Fill the gap on March 3, right?"

"That's right, there is no room for upwards, so we can only suppress downwards. I want to leave a gap for an upward jump, but there are no doors left. Let's see, we will break through the 2800 point in the short term, to scare people."

"Uh, I don't know what's going on with our fund today. The wine we surveyed today has risen by 0.63%, but it's also a false negative line, and the trend is average."

"It doesn't matter, it's okay if it falls for a few days. Our fund is too hot recently. A few days ago, I saw that many people in the comment area wanted to stud."

After returning to the hotel, Liu Tingting and others continued to work. Gu Junhao was really sleepy, so he went back to the room to catch up on sleep.

The next itinerary has nothing to do with Gu Junhao for the time being. Liu Tingting will lead the research on the next company, while Gu Junhao is going to Jinyang City, waiting to meet Zhang Yiru.

Li Yaohui left it to the research team. He is a tall man and a northerner, so he can somewhat take care of Liu Tingting and others.

As for himself, Gu Junhao plans to rent a car and take a self-driving tour around Jin Province with Zhang Yiru. The weather in May is not too hot in the north, which is a good time for travel.

When he woke up, it was already evening, everyone had already had dinner, and Gu Junhao didn't bother to go out, so he asked Li Yaohui to pack a takeaway.

Turning on the computer, Gu Junhao began to systematically sort out what happened this weekend and today's market trend, in order to prepare for the next market trend.

The entire liquor sector is still stronger than the broader market today, with an overall decline of only 1%, which is still a resistant variety.

The banking sector held today is no longer as strong as it was before, and today it also fell by 1.25% overall. In these two trading days, the banking sector was one of the culprits of the crash.

I don't think the net value of the fund will be much better today.If nothing else, today's earnings should fall below the 1.3% profit of 30.

After the sharp drop in the previous trading day, the net value of Junshi Investment retreated to 1.3203. If it falls again today, it will set a record of two consecutive trading days of retracement.

This is also good, the continuous retracement of the market can somewhat dampen the enthusiasm of some fanatics, but it is a bit painful for investors who chased higher than the 2900 point in the previous trading days, especially around the 3000 point.

It is not bad for funds to chase high, and not many people are caught, but if it is a single stock, the loss may exceed 10%.

And after these two big negative lines break the position, the short-term trend of the index will definitely not be much better, and it will take a long period of time to digest these hold-ups.

In addition, on the news side, the China Securities Regulatory Commission also responded to the market rumors of "suspending the return of Chinese concept stocks". Although there is no clear answer to the meaning inside and outside the words, the rumors should be true.

The China Securities Regulatory Commission believes that the current market environment is still more stable than everything else. In addition, it also expressed dissatisfaction with the hype of shell resources. Today, these shell resource concept stocks fell the worst.

In Gu Junhao's impression, the return of Chinese concept stocks should not be until 2020, which means that the current hype is pure hype.

However, high-quality companies still won't come back, and most of the ones who come back are those who can't get along.

The market has changed a lot recently. There are a lot of policies, public opinion and various measures, which is particularly chaotic. Every day there are all kinds of new tricks.

Especially the recent hype about the economic situation has intensified. Relevant authoritative persons have published long articles to make predictions about the economic situation, but most people only remember the L-shaped number.

The second is that the China Securities Regulatory Commission is extremely strict in the cross-definition review of the four major fields of Internet finance, games, film and television, and virtual reality.

From the perspective of the market, it is a good thing to set high standards for these retreat-based industries.

In this way, the market can be better regulated, malicious hype concepts can be suppressed, celebrities cash out, and large shareholders cash out at high prices, which is a kind of protection for retail investors.

Although these behaviors are understood by the market as suppressing the stock market, in Gu Junhao's view, they are actually a good thing. Except for the game industry, this type of company can't talk about any performance at all.

Especially in the film and television industry, its performance can be said to be even more opaque than that of the military sector. It is impossible for outsiders to calculate the cost of a movie and the box office.

There are also all kinds of star subscriptions. It's a bit too greedy for these people to make a lot of money in the entertainment industry, but they want to reach out to the capital market to cut leeks.

While eating, he refreshed the stock trend, the news and some content in the mailbox. Gu Junhao also sorted out the recent market trend changes.

From the cross-border increase of this attack, Gu Junhao can probably understand that the new village chief has gradually gained a firm foothold and started to implement some of his plans.

These days, the hype of the backdoor concept caused by the return of the medium concept, as well as the hype of the fixed increase in the four major industries, have led to frequent record highs in the stock prices of small and medium-sized entrepreneurial stocks under this series of concepts.

Within 10 days, among such stocks, major shareholders of 100 companies have announced that they have reduced their holdings, causing outrage and resentment.

Among the individual stocks that have been reduced by major shareholders in this series, there are many stocks that get 10 free for 20 and 10 free for 30. This is probably the real intention of this kind of stock to give high rewards.

"The next step should be to crack down on the high-speed transfer plate?" From these dangerous signals, Gu Junhao also smelled something unusual.

Afterwards, Gu Junhao looked at the new trend of Yinbaoshan. Today, the stock price of Yinbaoshan is relatively strong. Against the market, it closed up 1.25%, and the stock price closed at 64.12 yuan.

而10送28的天齐里业股价已经涨至175元附近了，至于10送10的干峰锂业，股价也已经涨至今日收盘的66.07元。

According to the original cost of opening a position, the profit is already close to 70%. With the suppression of high transfers, it seems that it is time to reduce the position of these two stocks.

The current high-speed transfer is really all the rage. Even Dingtai New Material, which is under suspension, has announced a 10-for-10 transfer plan since the release of its annual report and quarterly report.

27 yuan of stocks, in addition to dividends, 10 get 10 free, which is outrageous!
As for the release of the first quarterly report, it is no surprise that Junshi’s value mixed growth has appeared on the list of the seventh largest tradable stock exchange of Dingtai New Materials.

Still ranked after the national team, it really made all the funds that were forced to liquidate their positions envious.

"Huh? Keheng shares have resumed trading?" Just when Gu Junhao was about to inform Xu Jianqing and Wang Ruoyu to reduce their positions in Tianqi Liye and Qianfeng Liye in the near future, he was surprised to see that Keheng shares resumed trading today.

Gu Junhao, who has been busy with research and preparations recently, really didn't notice this suspended stock that supports a small position. Keheng shares, which were successfully acquired and reorganized, went out of the market without surprise today.

The whole day's turnover was only 1229 million yuan, and the total sales of the five seats on the Dragon and Tiger List were only 459.18 million yuan. The average sales volume of each house was less than 100 million yuan. Out of 57.06 yuan.

Almost all the staff locked positions. This situation undoubtedly proves that the market outlook is unanimously optimistic. In the stock comment area of ​​Keheng shares, many messages envy Gu Junhao's holdings of up to 4.8 lots.

In today's situation where the Shanghai and Shenzhen stock markets plummeted, Gu Junhao made a profit of as much as 1171.2 million yuan for this stock alone.

"I'll go, the cover sheet is so exaggerated, when will it be opened, Brother T is making money again."

"Look at this list, it's no problem to go three or four boards. I placed the order last night, but unfortunately I can't buy it. I will continue to hang it tomorrow."

"Aren't you afraid that Brother T will smash it? Brother T has a position of 4.8 lots."

"Brother T and the main players in the arena are stupid, what's the point of throwing one board at a time, besides, even if Brother T is really smashing in this position, that's what the main players in the arena want most, to pick up cheap chips."

"Don't worry, Brother T has been drinking in Jin Province recently, and he has no time to talk to him, and his holdings are not high, so Brother T may not have forgotten."

"That's right. Junshi No. 70 has a scale of more than 1 billion and only has a bargaining chip of more than 15 million, which is less than [-]% of the position."

"By the way, the distribution wine that brother T is investigating is also doing well today. I was wondering if this one can't get in. Should I buy some distribution wine?"

"Then you can't buy it. Brother T will investigate many listed companies in the future."

"Where did you read it?"

"Junshi Fund's official website, and some company announcements, it is estimated that some people are trying to catch Brother T's popularity."

"Niubi, brother T is so mixed up that he can be used by listed companies, capitalized!"

After casually flipping through the comments in the stock comment area of ​​Keheng shares, and the market trend of major shareholders unanimously locking their positions today, Gu Junhao changed his mind.

Tianqi Liye and Qianfeng Lithium have not temporarily reduced their positions, and Keheng shares are bound to bring a certain amount of heat to the lithium series sector, which means that these two stocks still have some room for growth.

Before the main funds on the market are sent and transferred, there is also a great probability that they will be used to attract retail investors to enter the market to take advantage of the popularity of the sector.

"Hold it for a while, and it's almost the same when you start to lighten your position a few trading days before the transfer."

Afterwards, Gu Junhao sent Xu Jianqing and Wang Ruoyu a plan to lighten up their positions in Tianqi Liye and Qianfeng Liye.

As for Yinbaoshanxin, let's just ignore him for the time being. Currently, I and Liu Tingting are not in the company, so let the three traders do whatever they want.

After completing a series of sorting out and the specific arrangement of the positions, Gu Junhao got up and walked to the front of the window sill, stretching his muscles and bones.

The night is dark, the small county is exceptionally peaceful, and a new day is coming.

　Tomorrow I will accompany my mother to Mount Putuo, the update may not be fixed

　　
　
(End of this chapter)