Chapter 151 July
"Hello, Miss Zhang." Li Xinyu, who was working at her desk, suddenly heard some noise. She looked up and saw that it was her boss's girlfriend. She quickly stood up and greeted her.
Gu Junhao also heard it, turned his head away from the computer screen, and asked, "Why are you here?"
"When you said you had to work overtime, I was on my way home, so I turned here. You haven't eaten yet, right? I bought some vegetables and rice. Let's eat together." Zhang Yiru said softly, nodding and greeting Li Xinyu.
"Well, okay. I'm a little hungry. Xiao Li, you should go and eat too." In fact, the administrative department had already bought the food, but Gu Junhao had not had time to eat it, so there was no need for that.
After Li Xinyu walked away, Zhang Yiru, who was preparing food on the coffee table, suddenly said, "Your assistant is pretty."
"Hey, why did you come here? You must be imagining things. My office door has always been ajar. If something could happen, I would definitely arrange another room for her if there was enough space."
Moreover, the time he spent in the office was very limited. He spent most of his time in the trading room with Xu Jianqing and the other two, so there wasn't much chance for anything to happen.
"Hmph, you suddenly said you were working overtime and wouldn't be home for dinner. Who knows where you were going? I had to come and see." Although this was part of the story, the main reason was that Zhang Yiru was no longer used to eating alone, so she thought about it and came over to take a look.
"Haha, if something really happens you won't be able to keep an eye on it; don't worry, she's not as old as you." Gu Junhao said with a smile, and he really made me guess it. This was the first time that he didn't go home for dinner in the name of overtime.
"Isn't it good to be younger? Isn't it said that men always like eighteen-year-olds?" Zhang Yiru asked suspiciously.
"That's not what I'm talking about, you know." Gu Jundao raised his eyebrows.
"Go away, you're not even serious at work. Let's eat." Zhang Yiru knew what Gu Junhao was talking about as soon as she reacted. Although she was cursing him, she had already let go of the grudge in her heart.
In fact, from the moment she entered the company, everyone's reaction was normal and they were all busy with their own work. Then when she entered Gu Junhao's office and saw that the door was ajar, the slight worry in her heart had long been put aside.
"Don't they say men become bad when they have money?"
"How can I be considered rich? I said I opened a company, but in fact I just helped others make money. When my assets exceed 100 million, you can ask me this question again."
"But compared to your previous life, you are now quite wealthy. Why haven't you changed your mindset much?"
"Maybe I was born to be rich?" Gu Junhao couldn't say that he was richer in his previous life than he is now. This money was nothing and there was no change in his mentality.
"Vincent."
After dinner, Zhang Yiru did not stay in Gu Junhao's office for long, but went to the lounge to wait for him so as not to disturb his work. However, Gu Junhao did not let her wait for long, and they left the company before eight o'clock.
Just do it for show. Except for some matters that must be handled by yourself, leave the rest to your subordinates. On the way home, Gu Junhao also received calls from several investors. In fact, he had received quite a few calls in the office before.
It is nothing more than that the ranking of fund performance has spread out of the circle, allowing investors who usually don't pay much attention to this aspect to know that the trend of the net value of Junshi No. 1 Fund also reflects the style of the fund manager in some aspects.
Gu Junhao's style is highly regarded in the industry. For such a young fund manager, private equity does not have too strict requirements. While taking steady steps, the net value can still reach this level.
First, it shows that the trader is very stable, and second, it also shows that he has a very good eye for market structure and stock selection. Gu Junhao's private seat significantly reduced Tong Huashun's position that day, and several previous reductions in positions in Qusu Technology and Dafu Technology Technology have also been dug up, which shows that his judgment of market trends is very accurate.
On the evening of June 30, Dafu Technology stated on the investor interaction platform, "According to market analysis, the FDD-LTE trial network license will accelerate the pace of 4G base station construction by China Telecom and China Unicom, and effectively improve the prosperity of the industrial chain. The company's main products are RF devices, which will benefit from the rapid development of the communications industry."
In addition, after the afternoon closing, the market analysis report advocated that the mid-year report market would soon start, listing a series of GEM stocks and dividing these stocks into different boards according to their mid-year performance. Among the 383 GEM listed companies, 58 have announced their mid-year performance forecasts, of which 35 reported good news.
Among the companies with positive performance forecasts, Dafu Technology had the largest year-on-year increase in net profit, with a year-on-year increase of 1,321.08 %. Although a series of other companies were also listed, anyone with a discerning eye could tell that this was the main source of funds preparing to ship out goods.
"This was all known in advance. Now they are jumping out to promote it. It seems that the funds inside can no longer hold back."
However, there is no need to worry. Dafu Technology has risen more than five times from the bottom of 7 yuan in 2012. The capital participation is extremely deep. If it wants to ship the goods smoothly, it is impossible to dump the market without thinking before the official performance is announced. It is likely that there will be a period of time for pulling up and reaching the top like Wangsu Technology.
"I didn't expect that Xiao Su really waited for it, but he probably didn't guess that I would make another fortune, haha." The two haven't discussed specific stocks for a while. This is also due to Gu Junhao's change of identity. It is no longer appropriate to discuss stock holdings in public with others.
Su Mingyu was well aware of this and would not make things difficult for Gu Junhao. The two of them mostly discussed the general situation and some things in each other's lives in private.
After the fund's net value was announced today, Su Mingyu also helped Gu Junhao explain the significance of this set of profit figures in the fund's internal investment group. Gu Junhao felt a lot more relaxed having a semi-professional, who is also Junshi No. 1's largest customer, helping to explain and promote the matter.
It’s no wonder that some local clients in Beicang used to look down on this young outsider in the group. But when they heard that he was the largest client of the fund, accounting for a quarter of the shares alone, they became much more polite to him.
People in Ningbo are somewhat similar to those in Shanghai. The older ones tend to look down on outsiders to a certain extent. However, things have become better in recent years. With the development of the economy, population mobility has become increasingly greater. Gu Junhao hasn't heard older people call outsiders "foreigners" for a long time, and this will happen less and less in the future.
…
Tuesday, July 1, 2014; a new day, a new month has arrived, and the exciting moment is getting closer and closer. At the beginning of the time travel, I felt that 2015 was very far away, but in fact, it is about to come without knowing it.
"Your task today is relatively simple. Tingting, find an opportunity to exchange all the funds in your hands for Xibu Securities . As for you, Xiaoxu, you should focus on Yinzhijie. The stock of Yinzhijie is most likely controlled by an institution, so it is unlikely to be like Hailanxin. You have to pay attention.
For Ruoyu, there is nothing much to say about Dongfang Wealth. You are very familiar with it. Just maintain your current position. As for other things, such as T, you can handle them on your own.
As for the funds from the reduced positions, do not move them for the time being. You can refer to the trend of Wan'an Technology after the ex-rights. I think Dongfang Wealth will also have a second bottom, and you can buy the bottom back then."
"Boss, can I reduce my position in Yinzhijie when necessary?" Currently, Yinzhijie, operated by Xu Jianqing, has the highest position. After yesterday's daily limit, the market value of Yinzhijie's holdings is close to 9.7 million yuan.
Including the market value of Dafu Technology, Xu Jianqing's total holdings are worth 1.5536 million yuan, and he has 2.4 million yuan in cash, which is higher than the market value of Gu Junhao himself.
Gu Junhao's current total market value of Wan'an Technology and Hailanxin is 10.6218 million yuan, but he only has 271 yuan in cash. Today he has to find an opportunity to sell or liquidate part of Hailanxin to maintain the liquidity of funds. Whether to liquidate or reduce positions will be decided based on the market.
"Okay, you can decide on the details. I won't interfere. But I still say that by the end of this month, each of you must fill up all your positions except for the 2 million in liquid funds."
"But Tingting, you should try not to reduce your position. Xibu Securities has a small volatility and low trading volume. It will be much more difficult to buy back such a large position than before. Once I clear the Hailan letter, I will replenish your working capital."
"Okay, boss."
"By the way, the person with the best performance last month was Xiao Xu . You three are great. Each of you should take a turn for the first place." Actually, it was a bit unfair to Liu Tingting last week. Her stocks were suspended, and she also had to make additional operations on Wan'an Technology.
However, suspension of trading, black swans, good news and bad news are all part of the stock market. Since you have entered this market, you have to accept it, whether it is good or bad.
"Haha, that's not the case. Boss, don't think we did it on purpose. We don't mean to cheat for bonuses." Xu Jianqing finally got rid of the reputation of poor performance for two consecutive weeks and said happily.
If I don't perform well again this week, I really won't be able to continue as the team leader.
"Our fund performed very well last week, and we have also made a name for ourselves. You have made an indelible contribution. I have already said hello to Director Shen and Director Guo, and I will give you a surprise when the time comes.
Then, keep working hard this month and we will strive to reach the next level, understand?"
"I understand. Thank you, boss." The surprise the boss mentioned was definitely a surprise, the three said happily.
"I understand. Let's start working." Looking at the three people who were as excited as if they had been injected with chicken blood, Gu Junhao was also sincerely happy.
It is not easy to train a qualified trader from scratch. These three people were all trained by me personally. Although they are not as good as some experienced veterans, they are obedient and passionate.
Xu Jianqing is talented and imaginative; Wang Ruoyu is calm and has a broad perspective; Liu Tingting is careful and patient. These are all necessary qualities in the stock market.
No one is perfect, and everyone has more or less shortcomings, but as long as they are placed on the right stocks, their advantages can be fully utilized.
