Chapter 253 Abnormal Behavior
With the official start of the transaction, Wu Peng also officially entered the working state.
It has to be said that experienced traders with rich working experience are incomparable to rookies like Xu Jianqing and the other two. They are well aware of the changes in the market during the call price inquiry.
During the call auction, Zhongguo Jiaojian Jiaotong was unusually active. During this period, the battle between bulls and bears was extremely fierce, and the same was true for the heavyweight stocks.
At 9:25, Zhongguo Communications Construction opened at 6.75 yuan, up 1.35%. During the call auction, the transaction volume exceeded 46,000 lots.
The performance of heavyweight stocks was also very active. From this point, Wu Peng could see that Zhongguo Jiaojian had a good opportunity today.
"Mr. Gu, are there any requirements for the specific positions for T?" Wu Peng, who sensed the opportunity, was very decisive and immediately asked Gu Junhao about his authority.
"You can decide freely within half of the position. Also, before the end of the year, the chips in your hand can only be increased but not reduced." Gu Junhao replied.
"Okay, I understand." That is to say, the 188,000 lots of Zhongguo Jiaojian currently in hand are just the bottom warehouse, which is really a big deal.
A single stock accounts for more than one-fifth of the total size. This holding style is really bold. Once the earnings are lower than expected, the performance of Junshi No. 2 will be greatly reduced.
This gave Wu Peng a deeper understanding of Gu Junhao. His personal style is steady and diversified, yet adventurous. The previous delivery note from Taoguba fits the bill.
After obtaining his specific authority, Wu Peng stopped talking and focused his attention on the time-sharing chart of Zhongguo Jiaojian, looking for opportunities.
Wu Peng, who has experience in large-scale fund management, also has his own aura after getting into the state. His serious look is like a large bird of prey catching prey.
This kind of aura was something Xu Jianqing and the other two had never experienced before. Although Gu Junhao was also paying attention during the transaction, his overall state seemed extremely relaxed.
He could even joke with Xu Jianqing and the other two while conducting an urgent transaction, and then complete the transaction while chatting and laughing. Seeing Wu Peng's trading state for the first time also brought a certain amount of pressure to the three of them.
Gu Junhao also felt it, but he just smiled and said nothing. Then he started to pay attention to the trends of the two markets.
This morning, the China Securities Regulatory Commission and the Hong Kong Securities Regulatory Commission jointly issued an announcement to officially set the trading time for the Shanghai-Hong Kong Stock Connect. From November 17, which is next Monday, the Shanghai-Hong Kong Stock Connect will officially begin trading.
A single stone can cause a thousand ripples. The joint announcement from the two places in the morning without any warning has brought endless imagination to the market. This is reflected in the frequent abnormal movements in the call auction of the rights-granting stocks in the A-share market.
This was particularly evident in sectors such as securities and insurance. The two major financial sectors opened higher as a whole. Huanghe Securities, which had newly established a position in Junshi No. 2, opened at 7.90 yuan, a sharp increase of 3.54%.
Xibu Securities, which Junshi No. 1 holds, also opened at 17.30 yuan, 2.31% higher. Most of the stocks in the "Zhong" series also opened higher.
The same was true for H shares. In the morning, H shares also responded enthusiastically to the news. There was a clear bullish sentiment in the two major trading markets.
Not surprisingly, under the influence of this sudden good news, the Shanghai Composite Index's original upward momentum slowed down last week and faced a turning point.
Taking advantage of the favorable news of the confirmed timing of the Shanghai-Hong Kong Stock Connect, the Shanghai Composite Index went up after experiencing volatility in the first half hour of trading.
The three major financial sectors of securities, insurance and banks took the lead, and other heavyweight stocks responded one by one. The Shanghai Composite Index continued to surge. By 10 o'clock, the Shanghai Composite Index rose by 1.16% to 2446.16 points.
"The ChiNext is going to be in trouble today." Gu Junhao sighed inwardly. On the big screen, the Shanghai Composite Index and the ChiNext Index showed completely opposite trends.
The ChiNext Index, which plunged last Friday, opened high in the morning like the Shanghai Composite Index, but with the continuous influx of funds into the heavyweight sector, the ChiNext Index turned downward as soon as it opened.
As if abandoned by the market, at 10 o'clock, while the Shanghai Composite Index soared by more than 1%, the ChiNext Index had fallen by nearly 0.5%. The funds in the Shanghai and Shenzhen stock markets switched at the beginning of the opening.
Gu Junhao did not pay much attention to the rising heavyweight stocks at the moment, but instead focused his main attention on the three GEM constituent stocks that performed very well last week.
For some new traders, Gu Junhao is able to completely break away from trading and truly become a helmsman, taking control of the overall situation.
Different from the performance of the ChiNext Index, the performance of the three constituent stocks held by the company was completely contrary to the index. Tonghuashun surged by more than 5% in the morning and closed at 26.29 yuan at 10 o'clock, up 4.20%.
Yinzhijie's performance was even more exaggerated. It opened higher and continued to rise in the morning. At 9:56, the stock price was 30.28 yuan, and the increase once exceeded 9%. By 10 o'clock, the stock price fell back to 29.71 yuan, still up 6.99%.
In comparison, the performance of Junshi Capital's largest holding on the ChiNext board, Dongfang Fortune, was much inferior, but still very impressive; Dongfang Fortune surged as high as 4.03% in the morning and closed at 18.60 yuan at 10 o'clock, up 2.76%.
"Something's not right about this situation." Gu Junhao thought, stroking his chin. At this moment, the ChiNext Index was still falling.
However, some strong stocks in the previous popular concept sectors, including my own holdings, have risen against the market trend, with no trend of adjustment at all. For example, the trading volume of stocks such as Tonghua Shunyin Zhijie has also increased significantly in comparison.
The increasing inflow of funds and the active trading are also driving the stock price to rise continuously. Yin Zhijie, which hit a daily limit last week, performed the most actively.
After Yinzhijie's stock price rose to more than 9%, its stock price has been fluctuating in the range of more than 7%. Buying orders continue, while selling orders are still mainly small orders.
Tonghuashun's stock price rose step by step along the yellow average price position of the day. At 10:21, Tonghuashun was priced at 27.10 yuan, a huge increase of 7.41%, and it also broke the previous high of 26.70.
Dongfang Wealth's performance remained stable. After a series of observations, Gu Junhao couldn't help but wonder: "Is it not going to reverse to pick up people, or is it afraid that foreign capital will come to grab chips, so it directly pulled it to a high position and let them carry the sedan chair?"
We have entered the second stage of the bull market. For the popular GEM stocks that have been fully adjusted, there are several possibilities that Gu Junhao can think of.
Tong Huashun and Gu Junhao knew about the previous growth of Dongfang Wealth. For the funds that can control such star stocks and do it very successfully, their resources and means in all aspects are undoubtedly incomparable to those of ordinary main funds.
It is understandable that the reaction takes precedence over the market. When the sharp drop in the ChiNext Index causes panic, in addition to scaring off the unsteady chips outside the market, it is also more likely to attract those who carry the sedan chair.
At the midday close, Tong Huashun and Yin Zhijie fell back after hitting the upper limit price in the morning, but both reported a sharp increase, and Dongfang Wealth's performance was also quite good.
Throughout the morning, unlike in the past, Gu Junhao did not say a word except watching the market alone, behaving completely differently from before; the main reason for doing so was that he was afraid of affecting Wu Peng's transactions.
Wu Peng is not like Xu Jianqing and the other two. He has his own trading model. From the moment the account was handed over to him, Gu Junhao had no intention of influencing his trading model.
If you interfere on your first day at work, it will not only affect him, but also leave a bad impression on him. Employees and bosses also need to respect each other and respect each other's professionalism.
Once the other party adapts to the company's style, everything will be fine. At the same time, Gu Junhao is also adapting to Wu Peng to see if his trading model can meet his requirements.
In a stock market where everything is based on returns, Gu Junhao only cares about whether the final return can meet his own requirements, just like investors do for themselves.
"It's time to eat." Wang Ruoyu, who had already set the table, shouted .
In the morning, Wang Ruoyu was the most relaxed. His three major positions rose rapidly at the opening, and the amplitude after the rise was very small. In this case, there was of course no need to participate too much in the transaction, only the positions needed to be held.
"Is this how you all ate lunch together before?" Wu Peng asked as he followed Gu Junhao and the other two to the living room.
"Yes, on previous trading days we never went out at noon and ate here," Xu Jianqing replied.
"This is a bit special." Wu Peng said with a smile.
"What's so special about that? The boss is very bold when it comes to stocks, but he's afraid of the rules. It's understandable that he takes away our cell phones, but he doesn't let us go out at noon." Xu Jianqing curled his lips.
"Haha, it's a good thing to follow the rules. After all, when operating such a large amount of funds, there must be a certain level of security guarantee." Wu Peng responded.
A glimpse of the whole picture reveals the whole picture. From Xu Jianqing's few words just now, Wu Peng also realized that Mr. Gu still attaches great importance to rules. It seems that he needs to pay attention to this aspect.
The private equity firm I worked for previously also had confidentiality requirements, but it was not like Junshi Capital, which locked everyone in the trading room during lunch time.
The fund manager before him could enter and leave the trading room at will, but Mr. Gu was able to put the rules into practice and apply them to himself as well, which was extremely rare.
"This is a person who demands very much of himself." Wu Peng thought secretly.
Gu Junhao ignored Xu Jianqing and asked Wu Peng, "How did you feel this morning?"
"It's okay. I haven't traded much for a few months. I'm slowly getting the hang of it." Wu Peng said modestly.
"Be humble, but don't be too stressed. The market is good recently, so you can take your time."
Then, Gu Junhao said, "At noon, let's just take a break here, take a nap on the sofa or take a small bed to sleep for a while."
To add two more traders, the lounge was not enough, so the administration department thoughtfully prepared a few folding beds. Liu Tingting still had a lounge to herself.
As expected, Xu Jianqing and Wang Ruoyu would be driven to the sofa area or the folding bed, and the remaining lounge would belong to Gu Junhao.
