As we enter April, imported inflation expectations deteriorate rapidly, high CPI data exacerbates market concerns about stagflation, and the central bank raises the reserve requirement ratio again, which also makes the market usher in a two-month sharp decline.

Fang Hong also took advantage of the trend to buy several stocks in the consumer sector in the few long funds, including Mao Yang.

At the end of November last year, Qunxing Capital reduced some of Mao's shares, and this vote was adjusted by 20 percentage points, and Fang Hong also took advantage of the trend to buy this vote when its stock price fell back to 172 yuan.

I didn't buy Mao Lift before because Qunxing Capital was close to the holding line, but with Qunxing Capital reducing some of its holdings, Fang Hong's personal institutional account will not exceed the 5% line, so there is no need to trigger related party transactions.

Fang Hong's early position adjustment and stock swap to intervene in the consumer sector is to cope with the sharp decline in the market in the next two months.

In this case, the funds will enter the more defensive sectors, that is, the consumer sector and the banking sector, but Fang Hong did not go to the banking sector, although he will not lose much money, but he will not make a few dollars.

At that time, in the second quarter, the public fund will increase its position in the cycle of reducing its position and increase its position in large consumption for defense, and the food and beverage sector will perform strongly, while Fang Hong will directly ambush the public fund in advance to increase its position in large consumption, and then smash the goods to the fund managers.

But said that at this moment, Fang Hong landed on his personal Weibo account, in the atmosphere of the market singing more, he decided to sing empty, with the five major institutions strategically investing in Qunxing Capital, now it is not false to the village chief, even if the village chief sees it, he can only pinch his nose when he doesn't see it.

After all, in the eyes of the village, the Weibo account K3478 is the operating account of Qunxing Capital, and the content posted on this Weibo is directly understood as the meaning of Qunxing Capital, not Fang Hong's personal meaning, and it is also looking for Hua Yu, who is in charge of Qunxing Capital.

At this moment, Fang Hong quickly edited the content of the blog post:

[Recently, I have made some adjustments and stock swaps, and the long positions only account for about 22% of the total funds, holding 30 targets, some of which have been held last year and have continued to be, and some are newly opened positions, and this year's operation is mainly defensive.

Personally, the overall view of the big A market outlook is bearish, and today I added a thousand hand futures short orders, and the current total short single contract is worth hundreds of billions, let's understand it directly, not to hide it.

If the short stock index futures are profitable, I have decided to use 70% of the profits from the short orders for the public welfare of the Education Fund.

In addition, I have been studying the overseas market recently, and I plan to make a hundred million dollars of principal to go overseas for a wave. 】

Fang Hong glanced at the edited blog post, and then updated the screenshots of the short futures index and the 30 long targets on Weibo.

He is not worried that he will be targeted for doing so, the futures index has a limit on the limit, and it is impossible to let Fang Hong liquidate his position through an instantaneous short force, as for the 30 long targets he holds, the total amount of funds accounts for 22% of his total personal assets, and it is just a little more than two layers of positions.

The key is that Fang Hong knows his influence, imagine that when K God accurately predicts the market downturn, it is undoubtedly a god again, and shareholders see that K God favors those 30 stocks under the premise of being bearish on the market, and the recognition is instantly full.

Big money wants to smash his disk, but the result will inevitably be washed out, because K God now has more than 30 million shareholders who follow his Weibo alone, accounting for a quarter of the shareholders of Big A.

It's a terrible liquidity.

And at this time, a few of those targets held by K God, what are the exceptions to this kind of large-cap stocks, as long as the Zhuang in those small-cap stocks is not wit, at this time should hurry up to launch the market, rather than suppress.

A top stream like K God came over and turned over your brand, why don't you hurry up and hit the top high?

A large number of retail investors will rush in with a roar, and they are worried that they can't ship the goods?

In this way, it in turn strengthened the cow pen of the K god, and everyone saw that the K god was really a cow pen, and the votes for the election could skyrocket, and the first time to get on the car and earn blood steadily, so a positive feedback effect was formed.

Fang Hong updated Weibo, waited for a while to refresh the page, and soon there were a large number of comments and comments.

[Front row!] ]

[Got it, I'll clear it tomorrow!] ]

[K God is starting again, rush rush!] ]

[Sure enough, I didn't guess, at the beginning of the year, I saw K God's Weibo looking forward to the market in 2011, and I felt that K God was not very optimistic about this year's market. ]

[What does it mean to have a general bearish view?] Tens of billions of futures refer to short orders, this is called short? It's already airborne, okay...... (Covering his face.jpg)]

[Almost all the whole network is singing long, K God jumped out to sing short, and he is still holding tens of billions of short contracts, which one do you believe?] ]

[Tomorrow on the stud ST Guoxiang...... (greedy jpg)]

[70% of the profits from short orders are used for education aid?] K-God's wave pattern is really big! ]

[I didn't expect that 70% of the profits of empty orders would be used for education and public welfare. ]

[K God, are you sure you didn't hit any more zero?] Are you sure it's 70% instead of 7%? ]

[K3478 reply to the post //: Confirmed the eyes, no more zero.] ]

[6666666……]

[That's it...... It seems that you can't find a spray point even if you make money by shorting the market, and you still give the market a card in advance...... (Covering his face.jpg)]

[Going to an overseas market?] ]

……

Fang Hong's Weibo was updated, and it also sparked a big discussion in the stock speculation circle on the same day, after all, this is a rare such straightforward bearish market for K God, or is it in the atmosphere of the market as a whole.

And he decided that if he made money, he would use 70% of the profits of the empty order to educate public welfare, which surprised everyone, which is an absolute large amount of money for public welfare.

In this way, not only has a wave of fame value risen, but also the retail investors of the big A really can't find a spray point, or give the market a card in advance, and those who believe can run in advance, and those who don't believe can even be the opponent of K God.

To the next day on Friday open, the big A affected by this news, the two cities went a low open, after the opening of the low open high, the index also slightly broke through the new high, but more than half an hour rushed high and fell back to dive green, the disk up and down shocks, to the afternoon pulled up before the red closed, and finally the Shanghai Index rose +0.26% to close.

I have to say that the influence of K God is still quite large.

After the weekend, on Monday, April 18, the market opened low again, but it opened low and went high and then fell back, and closed red again in the afternoon, which shows that the market is not small.

However, the index hit a new high in such twists and turns, and the Shanghai Composite Index hit a high of 3,067.46 during the session, hitting a new high, and finally closed up +0.22% at 3,057.33 points.

The two trading days after the K god was bearish on the market closed in the red, which made some people have a lot of expectations for the big A market outlook, and also felt that K God might be wrong this time.

Well, the weak is not weak for the strong, and the bulls indicate that they are adding positions!

By the opening of Tuesday, April 19, the A-share market opened low again, and many shareholders came in to grab funds at a glance, because the big A has been low and high in the past two days.

However, the market situation of the goose today has taken a sharp turn, after the two cities opened low, the opening directly did not even reverse the draw and continued to kill, and the shareholders who copied in the morning were a little confused.

What about opening low and going high?

……