Chapter 143: Peer Attention
At three o'clock in the afternoon, the two markets ended the last trading day of the week. Individual stocks closed in the green across the board. Finally, the Shanghai Composite Index closed at 2026.67 points, up 0.15%, and the ChiNext Index closed at 1333.98 points, up 1.01%.
Friday's positive closing also brought a little comfort to the stock price which . This week, the three major indexes opened high and closed low. The Shanghai Composite Index fell 2.13% this week, with a trading volume of 350 billion. The ChiNext Index fell 3.53% this week, with a trading volume of 140 billion.
The overall decline in the two markets has caused great damage to individual stocks, especially small and medium-sized enterprises. Most stocks still fell by more than 10% after the end of trading on Friday.
For example, HaiLanXin's weekly decline reached 15.39% at the close of Friday, and Yinzhijie's weekly decline rate also reached 7.07%. These two stocks are representative of small and medium-sized enterprises and concept speculation.
"Come here, let's summarize the fund's positions." Gu Junhao said to the three after a brief review after the market closed.
Although there was a big drop this week, thanks to the early reduction of positions and the increase in positions yesterday afternoon and throughout the day today, Junshi No. 1's position has reached Gu Junhao's requirements, and even Xu Jianqing's 2 million quota has been utilized.
"Not bad, not bad." Gu Junhao smiled as he looked at the fund account. All five holdings rose today. Although Xibu Securities closed with a false negative line, the stock price was still in an upward mode and closed at 10.70 yuan, up 1.33%. Xibu Securities also broke away from Junshi No. 1, the only stock with a floating loss.
In terms of overall positions, Dongfang Wealth has 7,400 lots, Xibu Securities has 7,900 lots, Yinzhijie has 5,600 lots, Wan'an Technology has 6,000 lots, Hailanxin has 150 lots, and Dafu Technology has recently purchased 500 lots.
Dafu Technology's final offer price was 34.80 yuan, and a small floating profit was realized on the day of purchase. Today, Dafu Technology's trading volume has shrunk to the smallest in nearly two months, with a transaction volume of 112 million yuan.
The total market value of Junshi No. 1 reached 35.2643 million yuan at the close of Friday, thanks to the collective rise of all stocks today. The largest contribution to the increase was made by Yinzhijie, which surged 3.57% today.
In addition, the account holds 8.2607 million yuan in cash, bringing Junshi No. 1's total assets to 43.525 million yuan, with a net value of 1.088, an increase of 0.26 basis points from last week.
"Well done, everyone has performed well, especially Tingting. Although your stock has been in the red this week, you were able to complete a large position in the last two trading days and finally achieved a profit. You did a great job."
Among Liu Tingting's 7,900 Xibu Securities, 7,200 were purchased on Thursday afternoon and today. The holding cost is 10.62 yuan, which is only 0.12 yuan higher than the lowest point of 10.50 yuan. This is truly rare.
"Xiao Wang is still as steady as ever, but you're going to take advantage this week. Dongfang Wealth has been rising on the weekly chart, and he also has an advantage in terms of trading volume. You're going to have a much better time than the other two."
"Xiao Xu performed much better this week than last week. He was much more stable and did not do anything reckless. Yesterday, Yin Zhijie also performed very well in building a position, overcoming the difficulties in terms of volume."
After reading the delivery notes of the three people, Gu Junhao commented and analyzed them one by one, and found the problems: "So overall, although Ruoyu's income this week is the highest, the first place this week will go to Tingting. Do you have any objection?"
"No objection. I'm convinced." Wang Ruoyu also looked at Liu Tingting's delivery note. The fund's position building period does not necessarily require consideration of absolute returns. Liu Tingting was able to complete the position building of the same amount under the premise that the trading volume of Xibu Securities was less than two-tenths of Dong Fang Wealth. She deserves the first place.
What's more, in this situation, I can finally make some profit. Although the boss's guidance is also a factor in this, the boss has also given me guidance, which cannot be counted.
"Haha, thanks, boss!" Liu Tingting laughed loudly, which was extremely inconsistent with her usual image. She finally felt proud.
"Hey, it's the second one again. Do you have to call me Xu Second from now on?" Wang Ruoyu was convinced, and Xu Jianqing felt depressed.
"No, you are the third one. Don't worry, Xu can't be the second one yet." Gu Junhao said lightly.
"Hahaha"
"Okay, let 's get things organized and disclose this week's net value to investors and the Fund Association's official website at 5:30." Gu Junhao was also very happy watching his three subordinates playing and fighting.
Equally happy as Gu Junhao were Li Ze and his group of stock traders who held Tong Huashun shares. Tong Huashun eventually rose 1.76% today, closing at 13.33 yuan.
Although there was no big increase, Li Ze's earnings per share were 0.43 yuan, and his intraday profit exceeded 10,000 yuan. This was the first time in the past two months that his profit exceeded five figures.
"It turns out that if I take a gamble, the bicycle will turn into a motorcycle. This way I will only lose 90,000. Haha." Li Ze was extremely happy after the market closed. This 1.76% increase made him happier than any other time.
In Li Ze's view, this small increase was like a shot in the arm, which strengthened his analysis. Brother T was definitely back, and there was no problem for this stock to double.
At 5:30, after seeing the net value of Junshi No. 1 Fund, Li Ze no longer had any doubts. After thinking for a long time, Li Ze made a decision: "Brothers, I have decided. I want to delete the stock software!"
"Oh my god, Li Kuang, are you crazy? I just put all the money for buying a house into it, and now you delete the software?"
"Yes, if you are crazy, then be completely crazy. Look at the net value of Brother T's fund. It actually increased despite the sharp drop this week. What does this mean? It means that Brother T reduced his fund holdings at the same time as Tong Huashun did. Now that it has increased so much, it must have recovered."
With a capital of more than 40 million, if you want to increase it by nearly 3%, it is definitely not possible to copy a small position, unless you find a stock that will rise sharply in the short term, but Brother T has never been willing to do this.
"I know my level. If I don't delete the software, I will definitely sell it when it falls back one day, and then do short-term trading. So I decided that I would not reinstall the software until Tonghuashun is less than 26 yuan."
"Awesome, I admire Li Kuang for this group. OK, I'll accompany you. I bought 50,000 yuan of Tong Huashun today, and the remaining 50,000 yuan has a 30% loss in market value. There's no hope. I'm too lazy to read it. Let's delete it together."
"Right, it's just a few bucks. At most I can work for a few more years and save the money slowly. Okay, I'm going to go down the mine now. See you guys!"
Whether other people in the group agree or not, they all admire Li Ze's spontaneous behavior. Whether it is hitting the board or changing the thinking of medium- and long-term holdings, it is impossible for ordinary people to do it.
But everyone also knows that in addition to his own character, the most important reason why Li Ze dared to do this is that he has a good job and a high income. If he works hard, taking into account overtime and year-end benefits, he can save up the 300,000 yuan he gambled on Tong Huashun in less than two years. This is also the source of his confidence.
Without this stable income and large savings, most people dare not and cannot be like Li Ze. If you want to make money on stocks, it is not as easy as just going all in as you imagine.
…
As soon as the net value of Junshi Growth Hybrid Fund No. 1 was announced on Friday, the internal investment group became very lively.
"Mr. Gu is amazing. The market fell so badly this week, but he was able to still maintain the growth of net value. I am ready for the pullback this week."
"This week, small and medium-sized enterprises generally fell by more than 15%. Our fund holdings are mainly small and medium-sized enterprises. To be honest, I was really scared. I didn't expect that there would still be positive growth. From now on, if anyone says that Mr. Gu can't operate large funds, I will be angry with him." This person is somewhat knowledgeable and is the most worried. Under normal circumstances, if a fund has a sharp pullback in a single day, it is still quite difficult to rise again.
What's more, after three consecutive days of sharp declines, most of the holdings are stocks in this sector. If they retreat by seven or eight points, it will be impossible to recover within a few months. Although Junshi Fund does not charge management fees if the net value is less than 1, no one is willing not to pay this management fee.
A person's status will change as his or her strength improves. When the net value was announced last week, although the fund curve rate also outperformed the CSI 300 Index, the market was in an upward trend at that time and people did not feel it obviously.
Although the market retreated sharply this week, the net value curve rate is still on an upward trend. It is very obvious at this time that Xiao Gu has become Mr. Gu.
At this moment, there are no more doubts in Taoguba about Gu Junhao's inability to manipulate tens of millions of dollars of funds, regardless of the massive sell-off of up to 16 million yuan in his personal account and the continuous rise in the fund since its operation.
Judging from the net value curve rate this week, although the net value of Junshi No. 1 showed a pullback on Tuesday and Wednesday, there was almost no display on the curve. This undoubtedly proves that Gu Junhao accurately reduced his holdings on Monday, and on Thursday, when the two markets fell sharply, the net value actually showed an upward trend, although it was very weak.
Some people also came to express their gratitude under the posts that Gu Junhao had posted before. When Gu Junhao reduced his holdings in Tong Huashun, some fans who trusted him also cleared their positions on the second trading day. At the end of Thursday and Friday, some people entered the market to buy some bottoms.
Among them, there are many who made the same analysis as Li Ze and bought Tong Huashun. However, most people did not have the courage like Li Ze. However, they all made money by Friday. This group of people formed a sharp contrast with the emotions of some people who were stuck in the market.
"Net value of 1.088, this guy is quite capable." Ever since Gu Junhao became famous in Beicang, everyone has been paying attention to the performance of Junshi No. 1, and even some private equity institutions in Ningbo have been paying attention to it.
To be honest, everyone is not afraid of a sudden surge in the net value of Junshi No. 1, just like Gu Junhao's previous stock trading, such as doubling in a month, because everyone knows that such a surge cannot be sustained.
On the contrary, it is Gu Junhao's steady and cautious style that makes some other private equity institutions in the same industry feel threatened. Investors like this kind of fund manager who seems slow but is steadily rising.
"You need to pay more attention to this kid. This young man is the most terrifying because he is steady and cautious."
