The Road to Rebirth Finance

Chapter 416 Operation Ideas of Top Hot Money
10点35分，万柯A再次突破21元整数价位，分时成交量从之前的不足2000万元放大至5000万元以上。

Big funds began to enter the mode of scrambling for funds, and Vanke A began to enter the mode of comprehensive long-term investment.

Five minutes later, Vanke's time-sharing trading volume rose again, exceeding 5 million yuan. The increase in volume was accompanied by a rise in the stock price.

The fluctuating Vanke also led the entire real estate sector to start to rise upwards. At the same time, concept stocks with placards also fluctuated constantly, and began to rise sharply.

The position of the Chinese army is clear at a glance, and when Wan Ke moves, the real estate moves, and the placards move.

During the three days of Vanke's adjustment, the performance of these two major sectors was not very good, and the performance of the broader market was even affected by the size of the real estate sector.

The broader market, which was pulled back in the previous two trading days, fluctuated at 3000 points in early trading today. With the rise of the real estate sector, it also entered a state of upward pull.

In August, the baijiu sector, which had risen continuously for nearly half a year, entered a state of adjustment, and the real estate sector subsequently took over the banner of baijiu, leading the market to continue to rebound.

Due to the suspension of the development of Langfang, the daily leader of the concept of raising placards has not yet been competed for the time being, and is currently led by Zhongjun Wange.

At 11 o'clock, the share price of Vanke A was quoted at 22.01 yuan, an increase of 6.28% within a day, which caused another restlessness in the whole market.

However, at this time, after Vanke, which has continuously increased its volume, its volume has entered a phased stagnation state, and it has begun to enter the overall trend of high-level shrinkage.

At 11:15, Vanke’s lowest price was 21.58 yuan, the increase narrowed to 4.20%, and the time-sharing trading volume shrank again to about 1000 million yuan.

At the close of trading at noon, Vanke closed at 21.88 yuan, and the stock price rose by 5.65%. The trading volume of Vanke throughout the morning was the same as yesterday, reaching 33 billion yuan.

In the morning, neither the real estate sector nor the concept stocks with placards had a daily limit. After the concept of placards lost its popularity, it fell into a state of disorder as a whole.

In the afternoon, after Vanke rose to 22.20 yuan with a small increase in volume, it once again entered into a high-level shock adjustment, but this time the low point was much higher than the adjusted low point after the pull-up in the morning.

At 13:40, a fund of more than 2 million yuan raised the share price of Vanke A to around 8%. At this time, among the concepts of real estate and placards, the first daily limit stock finally appeared.

After Jindi Group touched the daily limit at 13:30, after a few minutes of shocks, it has firmly sealed the daily limit position at this moment, successfully grabbing the leading position within the day.

"Boss, Wan Ke is also testing the market. It seems that there is still a high probability that the daily limit will rise again today." Liu Tingting also noticed it at this moment, and said to Gu Junhao with a smile.

"Yes, the 2 million funds should be for trial trading. After the first daily limit stock appears, more people will follow suit."

This is the so-called daily limit effect, which is one of the reasons why many retail investors are particularly obsessed with the daily limit.

At 14:9, after the trial market, Vanke's price increase has reached more than [-]%, approaching the daily limit price, further stimulating the real estate sector to rise.

At 14:09, a purchase order of 5.52 million yuan pushed the share price of Vanke A to 22.78 yuan, and Vanke hit the daily limit for the first time in a day!

At 14:13, after 4 minutes of fluctuations in the daily limit price, Vanke A began to see a large number of orders, and the stock price was instantly closed.

With the closure of Vanke, real estate stocks began to see a trend of daily limit. In addition to Jindi Group and Vanke, which had already been closed before, six real estate stocks closed successively.

This also includes the Gakai on a belt.

The rise of the real estate sector also led to riots in the banking sector, which successfully reversed the already shaky market in the morning, and the Shanghai Composite Index rose by more than 1%.

There are a total of 38 stocks in the two cities with a daily limit. Excluding new stocks and sub-new stocks, among the 10 non-square board stocks with a daily limit, the real estate sector occupies 6!
The popularity of real estate in 2016, in the golden autumn of August, was transmitted from offline to online, and the enthusiasm for hype reached its climax today.

At 5:81.7 p.m., the data of the Dragon and Tiger List was updated, and Vanke A, whose transaction volume reached [-] billion yuan today, was the most beautiful one.

It is still Liede Avenue that leads Vanke’s buying position. Essence Securities Guangfu Liede Avenue Securities Branch, which appeared in the buying position, bought more than 6.85 million yuan today.

Belts strike again!Followed by Vanke's announcement in the morning, it also began to be disclosed and analyzed in detail, and some retail investors who didn't understand the reason only then belatedly knew the reason for Vanke's rise today.

Gu Junhao saw the Shaoshi securities business department of Galaxy Securities on the top three seats on the Dragon and Tiger List, the old man who became famous on the North-South train.

As expected of top hot money, today it cost more than 2.6 million yuan to buy Vanke shares in large sums.

His operation idea is also very simple. He didn't get involved with Wanke before because he wasn't sure whether the belt had the meaning of holding a sign.

Once the belt has no intention of raising a card, his amount of funds is likely to become the receiver of the belt. As a hot money, he will definitely not participate in this uncertain investment method.

Today, after Vanke announced that the belt was officially raised, at this time, whether it is the management, Baoneng or the belt, the three major funds are in a locked state.

It is impossible for any of these three companies to reduce their holdings in the secondary market without an announcement. Vanke’s certainty has been achieved.

The best buying point to intervene in Vanke has been formed, and Gu Junhao doubts that the 13 million-plus purchase order at 40:2 in the afternoon is very likely to be his order.

As a hot money, ignition is an essential skill for them, and more than 2 million funds can already dominate the trend in any small-cap stock.

But in a stock with a large market and a large trading volume like Vanke, it really can only be ignited.

On the Dragon and Tiger List of Vanke's daily limit today, there are many hot money seats, and the No. 5 buying seat has bought 2.13 million yuan.

Gu Junhao believes that there will only be more hot money that can't get on the board. It's not bad to buy seats in Gu Junhao's two funds today, but they still haven't been able to appear on the dragon and tiger list.

Today's daily limit is a watershed for Vanke after its resumption of trading in 2016.

Top funds compete for equity, institutions, hot money, and retail investors participate in the stock price game. The market heat remains high, and all hype sentiments have been achieved.

Even if there is no memory bug from the previous life, Gu Junhao knows that it is only a matter of time before Vanke's stock price takes off.

Although Gu Junhao doesn't do short-terms very much, it doesn't mean he can't do short-terms; on the contrary, Gu Junhao, who rarely took short-terms in his previous life, has a relatively high success rate.

After all, he also appeared on the dragon and tiger list in his previous life. The first time Gu Junhao appeared on the dragon and tiger list in his previous life was in 2018.

On Monday, August 8th, after the ferment of the news over the weekend, the popularity of real estate and the concept of placards soared, and Langfang Development also resumed trading today.

The resumption of trading in Langfang has become the focus of the market. After opening high and going high, it strongly reported the daily limit at 10 o'clock in the morning, breaking the curse that the temporary suspension will inevitably lower the limit.

At the same time, this daily limit also officially doubled the stock price of Langfang Development, and the four belt stocks followed suit, and finally achieved the daily limit.

This also includes Vanke A. Today, Vanke A jumped up and opened at 23.45 yuan, and then the stock price continued to rise. At 10:36 in the morning, it was closed at the daily limit, and the stock price was reported at 25.06 yuan.

The price of 25.06 yuan has broken through the high level of 24.43 yuan before the suspension, and the belt system has undoubtedly become one of the main lines of hype in the market in August.

The price of 25.06 yuan also made the market value of Wanke's holdings in Gu Junhao's two funds break through the 20 billion yuan mark. This round is followed by belts and hot money, which can be said to be a lot of money.

The surge in the real estate sector has also led to the recovery of the banking sector to a certain extent. You must know how many bank stocks are still in the real price investment.

Therefore, although the baijiu sector has entered a state of adjustment this month, what does Jun Shishi Invest rely on the rise of Vanke and banks, and still tenaciously maintain an upward posture.

And this also provides Gu Junhao with a certain amount of thinking, that is, due to the semi-public nature and position restrictions of public funds, we must pay attention to the rotation of the sector.

Concentrating in one sector, although the investment style is relatively uniform, the relative funds will also fluctuate more. When the sector rises, everything is easy to say, but it is a bit troublesome to pull back at this time.

"It seems that we must change the previous operation idea of ​​focusing on the liquor sector, if we want to continue to operate for a long time."

If it only operates until 2021, then it doesn't matter if you hold the liquor sector. Anyway, when the fund is liquidated, you can do it without thinking, but this is obviously a bit unrealistic.

Not to mention how big it was at that time, Gu Junhao would have to bear how much criticism and regulatory pressure he would have had to bear if he had really hit the market without thinking.

Therefore, for the sake of long-term operation, it is still necessary to pay attention to the diversification of holdings and minimize the fluctuation of funds, so that even after the blue chips end their grouping, it is better to turn around.

Liede Avenue did not appear on Vanke’s list of dragons and tigers today. It was completely promoted by hot money from various sources, but at the same time, there were also large sales orders from institutions.

Selling a special seat for institutions, sold Vanke for 9.65 million yuan today, and there was no purchase, a round of sharp rise, and some institutions have already begun to stop profits in advance.

"Let's sell a little tomorrow. The open interest is too large. If there is an organization to stop the loss, we will follow suit. There is no problem."

Before leaving get off work, Gu Junhao called Liu Tingting and Wang Ruoyu to the office and said that Vanke's stock price must be much higher than this, but this round of increase is not small.

Calculated from the bottom of 16.74, to today's price of 25.06 yuan, Vanke's rebound rate has been close to 50%, and if dividends are included, it has exceeded 50%.

For an institution, in less than a month, a stock has risen by more than 50%, and it has completely reached the position of taking profit.

On August 8, Vanke, under the carnival of hot money, drove high again. The trading volume of Vanke, which was only 16% throughout the day, exceeded 5.83 billion yuan.

The share price of Vanke has also reached the price of 27.57 yuan, out of the market trend of the three-link board, Junshi’s profit of Vanke today is as high as more than 2 million yuan.

Wang Ruoyu and Liu Tingting, who were in the market, also followed the request of taking care of Junhao, and today began to reduce their positions in Vanke A on a large scale. In this round of bottom-hunting, the returns of Vanke of the two funds have reached more than 60%.

Gu Junhao's strategy was very successful, and the funds after reducing the position can once again flow back to the liquor sector that has been adjusted to a certain extent.

Gu Junhao did not buy all the liquor stocks in Vanke A in Junzheng, but bought some Hong Kong stocks and some bonds, and began to diversify his investment.

At 5:30 p.m., Wanke, who has three consecutive boards, once again topped the Dragon and Tiger List, which is still a carnival of hot money.

"Oh, it's this old man again, haha." Gu Junhao couldn't help laughing when he saw buying a seat.

Vanke bought a seat today: Guojun Securities Co., Ltd. Fushan Road Securities Sales Department, Shanghai Stock Exchange, with a purchase capital of 2.2 million yuan.

(End of this chapter)