Text Chapter 109 Wind and Grass The cold pine and cypress wither
It's Monday again, and the wheel of time has shifted to February 18, 2019.
The researchers and executives of the Hand of God had a hard time this weekend, and they all looked online to see if there was any good news or anything like that, which they used to comfort themselves.
In fact, it is not consolation, because during this period of time, the market broke out, and the fund of God's hand can be said to be a big profit, and the key problem is that everyone is too optimistic about the market, and they are psychologically very disgusted with adjusting positions and changing shares to make the difference.
So last Wednesday, last Thursday Zhu Ping'an's manager had a very hard time, although the fund he managed rose sharply because of the establishment of technology stocks, but under the close attention of the company's senior management and researchers, there was no chance to change shares or reduce positions.
Zhu Ping'an simply didn't go to work at the company last Friday and asked for leave.
And last Friday, the stock market was adjusted, and the stock index even closed out of a small yin line larger than the small yin line, although Zhu Ping'an's manager bought 300128 Jin Fuji last Friday and the limit, this is the fourth limit, there are still a few limits, but Zhu Ping'an's 002669 Vinda New Materials, 002074 Guoxuan Hi-Tech, 300221 Jubilee Technology and others rose and fell, especially after 300221 Jubilee Technology fell, it fell by five points, and the face of the Minister of Decision-making was green, how much price difference there must be, this damn Zhu Ping'an, he didn't come, the price difference that came down this day is estimated to be able to buy a few houses in Shanghai and Beijing.
"Grass Tama!"
"Who, who made you angry, minister!" Researcher Li Dan came on Monday and encountered the Minister of Decision-making losing his temper.
"Damn, Zhu Ping'an, this kid hasn't come yet, what time is it, it's good today, don't seize the opportunity, make a fuss." ”
"If it's good, it will rise, Zhu Ping'an didn't come last Friday, isn't it still full?"
"Ahem, speaking of which, we missed out on a great short-term hedging opportunity last Friday. ”
"Bullish when it rises, bearish when it falls, we are still a typical small shareholder mentality. Liu Wenbo also sighed.
"Call Zhu Ping'an and see where he died?" the decision-making minister instructed the front desk. If it weren't for the fear of responsibility, the decision-making minister would even want to go into battle to operate in person, but not in the fund manager, operating in vain, making no credit, and losing a lot of pressure?
"Manager Zhu Ping'an's mobile phone is turned off. Yang Ying returned to the relevant situation.
The people in the research department fell silent.
The head of the decision-making department and the junior staff were silent.
The head of the risk control department went to study the position.
"Minister, we are all ten percent of the positions, do we still need position control?" asked the small staff of the risk control department in a low voice.
"What positions are still in control, I said last week that now is the best opportunity. As of the end of January 2019, the average stock position of the CREFI Index (China Resources Trust Sunshine Private Equity Long Index) constituent funds was 57.89%, an increase of 6.70% from the end of last year, and the largest increase in private equity positions since April 2016!
"Actually, they are stupid, they are less than sixty percent of their positions there, they lose a lot when they fall, and they carefully add a few points of positions when they rise, which is still the largest increase in 33 months. Here in our Hand of God, it's a joke. ”
"What kind of joke, we are a joke, we all cleared the warehouse a year ago, and had a three-day holiday, this kind of practice, that peer did it, and that private equity dared to do it? ”
"But we are all attacking and defending, a bit like the style of the Dutch team in the last century, yes, it is the style of the Dutch team after the First World War. ”
"You have nothing to do, football in the last century has been studied, you have time to study some stocks, and we will win the glory of the risk control department. ”
"What can be done, the market is good when fund managers show their powers, I also know that the top three industries of private equity at the end of January are: food, beverage and tobacco, materials II, pharmaceuticals, biotechnology and life sciences, with an average allocation ratio of 13.49%, 9.26% and 8.40%, if you give me a fund manager, I will also follow to buy stocks in these industries, everyone can make money. ”
"You kid is ambitious, when will you mention it to Mr. Jin, it seems that you don't want to stay in the risk control department. Ha ha. ”
"Where, the minister can't talk nonsense, I'm conscientious in the company. ”
"The wind knows the strength of the grass, Zhu Ping'an, the pig's head stock picker, there are still three boards, you see 300128 Jinfu technology, and the daily limit was blocked again in the morning, which is the fifth daily limit. Is it going to be doubled, this Tama is too depressed for the people, people can't earn tens of thousands of dollars a year, and this bull stock makes Zhu Ping'an earn tens of millions in a few days, and the turnover of social wealth is too uneven. ”
"It's your business, stupid, will Zhu Tou call you stupid, this society is all big fish eat small fish, small fish eat shrimp, as long as our stock rises, don't care about people selling high and selling low. Wang Yong sneered.
"Hehe, Brother Yong, you are not at home now, the monkey is the king, take a look at the sixty stocks you bought, compare with Zhu Ping'an's stocks, how many points do you want to lag behind?"
"What's the matter if you're a few points behind, I've made an average profit of more than two percent from last week to now, what kind of record, the money my brother earns, piled up with 100 yuan banknotes, will crush you." Except for Zhu Ping'an, can you call out the name of a fund manager, compare his operation with mine, and ensure that he is thrown off a few streets. Don't look at who I'm messing with. ”
"Your sister, who are you messing with, you still have to be scared, you forgot that the fund you operated before was almost liquidated. ”
"Haha, that was before September last year, since Mr. Jin came, I have been messing with him, you see, he has set the direction since the end of last year, saying that the first half of this year is the year of technology, and then only buy technology stocks. Aren't we going to go big on tech stocks this time?"
"Haha, it makes sense, it makes sense!"
The other researchers laughed, and Li Dan was speechless, could this Nimajin always be a fortune teller, this was all arranged months in advance. But looking at the technology stocks operating during this time, I can only say, God!
God will also waver, after all, there are thousands of stocks in the market, but Mr. Jin insisted on arranging everyone in a narrow range, and then he was right.
Right, it's Meng?
It's not that I can't explain such a miraculous, outrageous thing.
"Ahem, is someone talking about me?" The golden finger, who was far away in Ningdu, Jiangxi, suddenly felt his eyelids jump. Goldfinger is to accompany Xiao Zhao to the county, because school has started, he plans to stay a few more days and go back to Guangzhou, Xiao Zhao also asked Goldfinger to go after the Lantern Festival, anyway, with him without him, this market is all earned, and he can't go back.
Goldfinger thinks about it, the market is so good, the company can't count the money, although most of the money is from investors, but if the market is so good, the company will have 20% of the profits, which is also very, very amazing, it is estimated that Li Lan will wake up laughing in his dreams. Because she has always said that she is an only daughter, this broken company is a bad asset left to her by her father, but she didn't expect to revitalize Goldfinger, so in the blink of an eye, her assets are hundreds of millions.
But Goldfinger doesn't care, although he has the experience of living on the flyover, but no matter how hard and tired he is, he doesn't take it to heart, what he cares about is to keep up with this era, don't be abandoned by this era, this full of positive energy is full of things in his heart, and no one will believe what he says, except for himself.
Goldfinger decided to wait for the market to adjust before coming back. But Monday's market will obviously not be adjusted, but will pull out a long yang, and everyone is once again immersed in optimism.
"Do you want to reduce your position tomorrow?" Wang Yong didn't expect such a good momentum, and he didn't and didn't want to reduce his position today.
"No matter how you go tomorrow, you will sell first, and then consider buying it back when it falls. A deep voice came.
"Zhu Ping'an?"
"Pig head, you came when the market closed at three o'clock, are you here to work?"
"Haha, who said I didn't come to work, I was looking at the stocks in the tea restaurant downstairs, but I didn't come up. ”
"Fuck your uncle, it's still off, just now Ma Rong and her mother called to find Mr. Jin, and if she couldn't find Mr. Jin, she looked for you, saying that the ten stocks you recommended, how many of them have risen today, do you want to sell them?"
"Hehe, I'm not her personal analyst, I'm free. Just tell him to keep it. ”
"I told her that there will be a limit or something in the future, and if it doesn't go up, it's not in a hurry. ”
"Don't talk nonsense, wait for Mr. Jin to come, let him deal with it," Zhu Ping'an said calmly, "Tomorrow I will rush to the high and reduce the position, and sell it all out first, do you still have any opinions?"
"I have an opinion, foreign capital is also accelerating, since the beginning of the year to February 15, the net inflow of northbound funds through the mainland port is 92.6 billion yuan, a new high, what does this mean?"
"It shows that they are stupid, they dare not buy at the bottom and at a low level, and they will chase high as soon as the market rises!"
"Now that external pressures are waning and valuations are at historically low levels, there is the greatest opportunity for tech-centric growth stocks, is it necessary for us to sell out all of them now?"
"It is necessary. ”
"Why?"
"Because I'm glad to!"
"No, I have to tell Mr. Jin that our risk control department resolutely opposes Manager Zhu Ping'an's full liquidation of his operation. ”
"Cut, okay, don't argue, what is the money now, what's the matter, sold out, we can still buy those low-level non-tech stocks, what are we afraid of," a researcher laughed.
"Don't worry, it's not tight to sell first tomorrow, the stock index is high and sold out, and then see the situation to buy it back, this operation is no problem, our decision-making department agrees with Manager Zhu Ping'an's operation, but it is not a full warehouse sale, Manager Zhu Ping'an still thinks about it. ”
"Don't think about it yet!"