Chapter 375: Net Worth Announced, Market Legend!
In addition to index performance, the main concept, industry sectors, and popular individual stocks.
The two core main lines of "infrastructure" and "state-owned enterprise reform" have maintained a strong shock at a high level, and almost all of the core industry sectors, concept plates, and popular stocks in the field have refreshed the high point of this round of rebound.
In the intraday performance of the 'pharmaceutical', 'consumption' field, and finally from the intraday high, fell back to the original point at the opening, related hot stocks, the amplitude is not small, but there is no significant volume of trading.
The sluggish fields of big finance, coal, nonferrous metals, and electronic information are still sluggish, maintaining a low-level shrinkage and shock pattern throughout the day, following the fluctuations of the index, and there is no obvious abnormal situation.
As for the small and medium-sized board, the gem led by the 'Internet', 'mobile Internet', 'smart phone industry chain', 'film and television media' and other emerging industries, today's performance is significantly weaker than the broader market, among which 'mobile Internet' and 'smart phone industry chain' in the field of many popular stocks, have shown signs of a sharp decline, so that many investors in this field of irritability and anger.
"At the end of the month, the Shanghai Composite Index has come out of an obvious bottom-volume rebound pattern, and the market for next month ...... It should be something to look forward to. In the face of such a closing situation, in the magic capital at this moment, inside Zexi Investment, in the trading room, Zhou Kan breathed a sigh of relief and said with a smile, "And the hierarchical form of the market is also quite distinct." ”
Xu Shen, who was beside Zhou Kan, bowed slightly, and continued: "Judging from the monthly K-line charts of major indices, there are indeed signs of bottoming out, but whether the specific upward strong reversal force and trend can be formed depends on how the market news and emotions are interpreted in the future." ”
"Hmm!" Zhou Kan nodded and said, "But the darkest time of the market should have passed." ”
"Hopefully!" Xu Shen said, "The technical shape of the market is very good, if this wave can come out steadily, then the second half of the year will ...... Maybe there's going to be a big market on the go, oh yes...... How has our net fund performed this month? It should be a new high, right? ”
Zhou Kan glanced at the background data and responded: "It is indeed a new high, due to the recent strong rebound in the market, we have made up for the fund's losses in the first quarter, and this year's net value performance has reached 7.3%, and it is currently ranked in the domestic private equity fund performance list, and the top five products above 5 billion yuan." ”
"What is the net value performance of the fund products under 'Yuhang Investment'?" Xu Shen then asked.
Zhou Kan responded: "Yuhang Investment Company's two main fund products, since the end of January announced a net value and position data, there has been no net value and holdings, the current company's two main fund products net value performance, also stuck at the end of January." ”
"According to the ranking of the net value of fund products in the industry this year......"
"At present, the products above 5 billion scale, the performance ranking first is the 'Manniu No. 1' product of Shenzhen Xinniu Fund Company, the product below 5 billion scale, the product above 1 billion scale, and the first product in terms of performance is the 'Selected Mixed No. 1' product of Anzhao Fund Company, as for the one below 1 billion scale, the first in performance is a fund product with a scale of only 70 million, which has no reference value."
Private equity fund products with a scale of less than 100 million yuan are equivalent to the general floating capital volume of the market.
At this scale, performance fluctuates greatly.
Therefore, generally speaking, people in the industry will not really pay attention to the performance of this small-scale fund product, because this kind of performance does not have normal continuity at all.
"But ......"
Zhou Kan paused, and said: "Although the current Xinniu Fund Company's 'Manniu No. 1' product occupies the top position in the performance list from this year to the present, with the repeated actions of the two main funds of the 'Yuhang Investment' company in this round of rebound, I believe that as long as they choose to re-announce the net value, they can return to the top position of the performance list without pressure." ”
"There should be no doubt about that." Xu Shen said, "At present, the two core main lines of the market, 'infrastructure' and 'state-owned enterprise reform', the trend has been completely clear, and the direction of the heavy position of the two main funds under the 'Yuhang Investment' has been roughly figured out, logically speaking...... Mr. Su of Yuhang Investment should announce the net value of his fund and the corresponding position data at this stall, right? ”
Compared to today's tepid trend of the market......
In fact, everyone wants to know the specific position data of the core and main institutions that are the two main lines of the market, "infrastructure" and "state-owned enterprise reform".
And with Su Yu's 'Fortune Road' seat, the current influence on the entire market.
If at this time, the two fund products under 'Yuhang Investment' publish the net value and corresponding position data, it should also enhance the investment confidence of the market, as well as the follow-up hype trend of the two core main lines of 'infrastructure' and 'state-owned enterprise reform'.
And many people in the industry, as well as many floating capital and retail investors in the market, are looking forward to it.
At this moment, Yuhang, within Yuhang Investment Company, in the trading room, everyone is in a simple review, after analyzing today's transaction data, Li Meng can't help but start to propose to publish the net value and position data of the fund at this time, so that on the one hand, it gives investors confidence, and on the other hand, it is also convenient for the fund to carry out the next operation plan in the follow-up.
"Good!" Su Yu synthesized everyone's opinions and finally agreed to Li Meng's proposal.
So, at about 4:30 p.m., Su Yu sent the performance report since the last net value announcement, as well as the investment summary, to all investors who held the 'Yuhang No. 1' and 'Yuhang No. 2' funds, and at the same time, ...... The holdings of the two funds were once again disclosed to the market.
According to the performance and investment summary released by Su Yu......
The net value of the 'Yuhang No. 1' fund, after a period of improvement, has changed from 10.25 at the time of the last round of announcements to 13.01, and the fund size has changed from 4.107 billion to 5.215 billion, an increase of 27%, of which ...... According to the performance of this year's new net value, the 'Yuhang No. 1' fund still recorded a performance growth of 31.35% despite the overall decline in the market index.
The net value of the 'Yuhang No. 2' fund, after a period of improvement, has increased from 1.57 at the time of the last round of announcements to 1.98, and the fund size has increased from 7.812 billion to 9.866 billion, a total increase of 26.3%, which is only one step away from the 10 billion mark, which ...... According to the performance of this year's new net value, the 'Yuhang No. 2' fund also recorded a performance growth of 30.33% in the case of the overall decline in the market index.
As for, in addition to the net value performance, the specific position direction.
Whether it is the 'Yuhang No. 1' fund or the 'Yuhang No. 2' fund, the main position direction is basically the two main lines in the fields of 'infrastructure' and 'state-owned enterprise reform'.
Of course, in addition to the positions of these two main lines, there are also some positions in the early stage of the popular main line concepts such as 'mobile Internet', 'smart phone industry chain', and 'Internet finance', as well as the 'military industry' field, which has no performance and has been in an extremely weak state in the market.
"Haha, No. 1 and No. 2 fund products are more than 30% performance growth, Mr. Su is really amazing, under this kind of market conditions, he can still achieve such performance growth."
After Su Yu announced the results of the two funds, the news exploded in the internal group of investors who held the shares of the two funds.
"Big beyond expectations, big beyond expectations!"
"Originally, I expected a 15% increase, which was good, but I didn't expect it...... Mr. Su is really the top master in this market, and he will never disappoint. ”
"Haha, the fund product in charge of Mr. Su outperformed the market, and it was really a basic exercise."
"With such a large volume and such rapid growth, Mr. Su is really the god of investment."
"Those guys who said before that the volume is large and the performance growth will inevitably slow down, now ...... You should be able to shut up, right? ”
"In this world, there should be no more reassuring investment than holding the fund products managed by Mr. Su, right? Ha ha...... It is really not wrong to say that the shares of the 'Yuhang No. 1' and 'Yuhang No. 2' funds are not for sale. ”
"Strong, in the almost unilateral downward trend of the market, Mr. Su not only maintained a positive growth in the performance of the fund, but also played a 30% performance growth space, which is simply admirable!"
"Is this the strength of the top traders in the market? Loved, loved......"
"Haha, as soon as Mr. Su made a move, sure enough, the domestic asset management system has no one who can fight."
"At the current level of 5 billion fund products, in terms of this year's performance growth, except for Mr. Su's two products, the highest is only 12.78%, right? Mr. Su's shot...... It's a ride! ”
"Looking at the domestic asset management system, including the self-operated state-owned assets system and public funds, there is indeed no one who can fight!"
"As soon as this performance comes out, the shares of the two funds in the OTC will be transferred, and the premium will rise again!"
"Haha, fortunately, I took a gamble in front of me and bought 10 million shares of the 'Yuhang No. 2' fund from the counter at a premium of 18%, and now I ...... Sure enough, I made crazy money again. ”
", what kind of stocks are you speculating, it's still right to speculate on the fund share managed by Mr. Su!"
"Uh...... You can't buy it at all, okay? Even if the shares of Yuhang No. 1 and Yuhang No. 2 funds are acquired at a high premium over-the-counter, few people are willing to sell. ”
"Nonsense, except for those who are in a hurry to use money, they will only be sold if they are stupid!"
"Indeed, facts have proved that since the closed operation of Yuhang No. 1 and Yuhang No. 2 funds, any investor who sells the relevant shares through the over-the-counter premium is basically not as profitable as directly holding the shares."
"What an explosive performance, hey...... When the fund was issued, there were fewer subscriptions, and now, I really hope that Mr. Su's company can discover new fund products soon. ”
At the moment when the information of the internal investor exchange group was rapidly refreshed, everyone was excited and exploded.
In the market, the major online stock discussion communities, forums, post bars, and the places where the majority of retail investor groups gather, are also instantly emotionally surging and discussing topics are unprecedentedly enthusiastic.
", the two main funds led by Mr. Su have a total position in the fields of 'infrastructure' and 'state-owned enterprise reform', close to 10 billion yuan, terrifying, terrifying!"
"The positions of Huaguo China Railway and Huaguo Construction are more than 1 billion, my God!"
"This is much clearer than the Dragon and Tiger List, and sure enough, the two main lines ......of 'infrastructure' and 'state-owned enterprise reform' are completely driven by Mr. Su!"
"Generous, really generous!"
"Haha, Mr. Su holds such a heavy position in the two main lines of 'infrastructure' and 'state-owned enterprise reform', and the follow-up market of these two main lines must have a high potential for explosion."
"Hey, I should increase my position today, I feel that after May Day, I have to rush again."
"Huaguo Construction, Huaguo Metallurgical, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement, Gemdale Group, Huaxia Fortune, Kumho Group...... In the position data released by Mr. Su, in addition to the stock of 'Lixun Precision', which accounts for more than 10% of the entire fund size, the other stocks that account for more than 2% of the holdings are basically in the fields of 'infrastructure' and 'state-owned enterprise reform'. ”
"In the position data released by Mr. Su, why is the check 'Lixun Precision' the highest proportion of holdings, accounting for almost 20% of the position of the 'Yuhang No. 2' fund."
"This check is a private placement stock in which Mr. Su participated, right? There is no way to reduce it. ”
"In other words, in the early hot main lines of 'mobile Internet', 'smart phone industry chain', and 'Internet finance', as well as the 'military industry' field that no one pays attention to at all, there seems to be a little position in the position data released by Mr. Su, what does this mean?"
"Mr. Su's position in the main concepts of 'mobile Internet', 'smart phone industry chain', and 'Internet finance' should be a little bottom position left after the previous clearance, which does not affect the overall net value performance of the fund, and should not be used as a bullish standard for Mr. Su in the investment direction."
"Indeed, judging from the position data, the two funds under Mr. Su, in the early stage of the main line areas, held a total position of less than 5% of the entire fund, which should not explain anything, of course, except for the check ...... 'Lixun Precision', after all, this check, everyone knows that Mr. Su participated in the fixed increase plan, and it cannot be sold."
"What is the explanation for the 'military industry' in which Mr. Su participated?"
"It is estimated that Mr. Su has tried the 'military' field in the choice of market direction, but this line has not formed a basic market force, so the direction has changed, right?"
"Hey, you don't need to analyze so much, just stare at the two main lines of Su Zong's heavy position of 'infrastructure' and 'state-owned enterprise reform', almost 10 billion holdings, such a large amount of positions, even if Su wants to appear, he will definitely not be able to do it in the short term, which also shows that the two main market lines of 'infrastructure' and 'state-owned enterprise reform' are far from the end at this stall."
"Yes, yes...... After May Day, it will directly engage in the two main areas of 'infrastructure' and 'state-owned enterprise reform'. ”
"At this stall, Mr. Su dares to announce his position, he is really the main force of conscience!"
"It must be the main force of conscience!"
"In this market, only the influence of 'Fortune Road' is unique, and only Mr. Su dares to disclose his positions without scruples in the market development stage."
"With Mr. Su's courage and pattern, I am willing to carry a sedan chair for Mr. Su, and I am willing to lose it."
Similarly, in the retail investor group of the whole network, there was a heated discussion and in-depth analysis of the net value of the 'Yuhang No. 1' and 'Yuhang No. 2' funds announced by Su Yu, as well as the position data.
In the domestic asset management system, many public funds, state-owned investment funds, and private equity funds.
The fund managers, fund product leaders, chief investment consultants, and chief analysts were also extremely shocked and discussed very fiercely in response to the relevant fund product data announced by Su Yu.
"It's another explosive performance, a 30% net worth increase, which is really unique in the whole market."
"This surnamed Su is really a market demon, and he can't give people a way to live?"
"Fortunately, 'Yuhang Investment' is a private equity company, and there are threshold restrictions on product subscription, otherwise...... If the performance of public funds is like this, then everyone really won't live. ”
"If Yuhang Investment really turns into a public fund company, with the current market influence of Mr. Su and the net value performance of its related products, its scale is at a low threshold, and I am afraid that it will have to go straight to 100 billion."
"Against God, such a market performance in the first four months can still achieve a 30% performance growth."
"Hey, although it's still unbeatable, but compared to last year's performance, this year has returned to normal, and it doesn't look so scary."
"It doesn't look that scary, it's because it's on scale!"
"Everyone knows that the larger the scale, the more difficult it is to increase the net worth, the scale of tens of billions, in the first four months of this year, 30% of the performance growth, I really think that there is no difference at all than his performance last year."
"It's really a veritable 'king of private equity'!"
"Looking at the ranking of private equity performance products in the industry, since the issuance of the 'Yuhang First Series' fund products, there is really no one who can play."
"Not to mention the private equity industry, in the entire domestic asset management industry, who can catch up with Yuhang Investment in terms of product performance? No...... Not a single one! ”
"This surnamed Su is too good!"
"However, the two main lines of tens of billions of gambling on 'infrastructure' and 'state-owned enterprise reform' are also really terrifying!"
"It's just such a grand main line, he can also pull it up, this is the incredible place, all kinds of funds in the market, seeing the 'wealth road' appear, it's like crazy."
"There's no way, the money-making effect of the 'Fortune Road' gathering is too strong, if you don't follow, then you have to chase high!"
"Hey, I'm really envious and jealous."
"Who is not envious, who is not jealous? It's just that people are trading, and the main line of the market is in line with the market fundamentals and emotional changes, even if you want to suppress it, you have no choice but to follow the trend, you say it's not angry! ”
"The key is that the market has limited funds, and if you don't follow the trend and pull other main lines, you can't drive the market."
"I really deserve to make money."
Everyone in the entire domestic asset management industry is both envious and jealous, but helpless.
The large domestic investors and tourist capital groups were also shocked and extremely excited about the position data and net worth performance announced by Su Yu.
"In the blink of an eye, Mr. Su has become the undoubted 'king of the private equity industry' in China, which is amazing!"
Seeing the refresh of the net value of the 'Yuhang No. 1' and 'Yuhang No. 2' funds led by Su Yu, once again swept the net value ranking of domestic private equity fund products, and suppressed all the practitioners in the domestic asset management industry and countless famous seniors and elites in the industry.
"In one year, from zero to 10 billion scale, Mr. Su should be a unique legend in China, right?"
"It's a must!" Who can match the prestige of the Fortune Road? ”
"Not to mention the private equity industry, in the domestic capital circle, Mr. Su's 'Fortune Road' seat is also the only one."
"In terms of performance, on the ability to make money in the market, looking at the entire domestic financial community, there is really no one who can be compared with Mr. Su."
"It's really a legendary experience, and I'm dying of envy."
"Hey, I don't know if Mr. Su's company is still recruiting, I also want to learn two tricks from Mr. Su."
"Go together, go together......"
"In terms of Mr. Su's means and technology to create the main line of the market, I feel like a primary school student who has just entered the market."
"Cow, it's so awesome!"
The big households in the group and the tourists discussed fiercely and admired each other.
In the topic of the two main fund products of 'Yuhang Investment' and Su Yu's 'Wealth Road', swept the domestic financial industry, and at the same time, the two fund products unsurprisingly once again topped the performance list of private equity products in the industry, and the original No. 1 'Manniu No. 1' fund product was directly squeezed to the third place, and directly opened a gap of nearly 20% net value with it.
As a fund product that briefly occupied the first place in the performance ranking of private equity fund products in the industry, the internal trading room.
Fund manager Fang Xinsheng, at this moment, also had to sigh helplessly.
A desperate feeling of 'both Yu and Liang' instantly surged in my heart, and I found that no matter how hard I tried, it seemed that it was difficult to catch up with the pace of the other party.