My Age of Investment

  Chapter 601 Bottom-breaking into the market (seeking monthly pass)

  Xia Jingxing doesn’t know how many sets of PPT have been done by Zhao Jun during this period. As far as I can see today, it is possible that Lao Jia is just a younger brother in front of him.

  " Mr. Xia, you see, from the beginning of the year to today, the market has risen by 43%, and resource stocks represented by non-ferrous metals are leading the rise.

We can pull out a series of lists. For example, Baotai shares rose 363%, Jiangxi Copper rose 311%, Shandong Gold 296%, Zhonggan Gold 282%, Xinye shares 284%, Ludao Tungsten Industry 273%... "

  Zhao Jun played a group of PPT. The content in the picture is the stock price trend of each stock. There is one thing in common. The K lines are very steep, and a mountain is higher than the other.

  Xia Jingxing squeezed his chin. He was still studying in the United States at this time in his previous life. He did not know the specific trend of the domestic A-share bull market, let alone the specific trend of a certain stock.

  He returned to China later, and heard a few words from colleagues and partners who were trading in stocks around him.

  However, because he did not personally participate, he was not impressed and could not remember too much.

  I just remember that a friend actually lost money in this super bull market...

  This is not impossible.

   was sold late and suffered a disaster;

  The operation technique is too bad; it did not catch the market hot spots;

  ……

  There are many reasons.

  But this is only for retail investors.

  For institutions, with a sound investment and research team, well-informed, coupled with the best traders, and a large amount of funds, it is easy to stir up trouble.

  If you still lose money in the bull market, then you should find a rope and settle it yourself.

  He is quite sure of making money in this bull market, it's just a matter of number.

  Otherwise, he wouldn’t form a Mango seed fund to join in the fun. He also borrowed 1 billion from the mobile phone company.

  "Are you optimistic about non-ferrous metals?"

  Xia Jingxing raised her head and looked at Zhao Jun who was standing upright on the stage.

  Zhao Jun shook his head, “This round of non-ferrous metals surge is mainly due to the trend of futures. Last year, gold, oil, and copper prices all hit new highs.

  I judge that there may be a period of structural adjustment next.

  So, I suggest to do the opposite, and temporarily look away from the hottest non-ferrous metals in the market and focus on other industry sectors.

  Such as banks, real estate, brokerage..."

  Zhao Jun glanced at the apprentice sitting in the audience, and added the word "baijiu".

  Xia Jingxing noticed this scene and gave Deng Fenghua a playful look, "Did you suggest Baijiu?"

  Deng Fenghua scratched his head with embarrassment, “I just think that the economy is getting better and better now, and our country’s wine culture is so strong, and liquor must be sold without worries.

  Also, as a kind of beverage, the gross profit is much higher than other beverages. "

  Xia Jingxing chuckled, the previous life Deng Fenghua was a loyal supporter of liquor stocks.

  The reason why he became a 100 billion fund manager and was praised by fans in the altar is largely due to his persistence in baijiu.

  Fried baijiu, speaking very low, is far from the high-end, high-end, and high-end funds that deploy chips and high-tech funds.

  Previous life Xia Jingxing also asked Deng Fenghua the reason, why your fund holdings are so low.

  The latter told him to do whatever position he sat in.

  As a public offering fund manager, his first consideration is to make money for the citizens.

  In other words, he feels that the sauce-flavor and luzhou-flavor technologies are not as high as other technologies, but they can make money.

  Many other packaged technology companies are actually just like that, shouting loudly, but they don’t have any superior technical advantages.

  Make money, it’s not shameful!

  Xia Jingxing nodded, and did not ask Deng Fenghua any more.

  It is reasonable to get some money from liquor and use it to invest in other technology industries.

  He looked at Zhao Jun, smiled and said, “I don’t want to mention brokerage companies. It is inevitable that brokerage stock prices will skyrocket in every bull market. Banks and real estate, what is your basis for judging?”

   "Mr. Xia, you forgot, there are two Big Macs going on the market this year!"

  Xia Jingxing suddenly realized that Bank of China and Industrial and Commercial Bank of China are going to be listed this year.

  This kind of large-cap stocks, when facing key points, the main force can easily achieve the goal of "rising the index first and then the popularity" by pulling up the index stocks!

  Looking at it this way, bank stocks are also very successful this year.

  "What about real estate? Recently, the state has taken frequent actions in macro-control on real estate. The central bank has raised interest rates, levied personal income taxes on second-hand housing, restricted foreign real estate speculation, and the six national regulations are also about to be launched."

  Zhao Jun smiled slightly, "Mr. Xia, we are all our own, and I will open the skylight to speak brightly.

  Do you think this regulation can really be successful? At the local level... we are also counting on land sales to increase fiscal revenue.

  In short, I am not particularly optimistic about the effect of regulation. It may increase as the adjustment increases. "

  Xia Jingxing glanced at Zhao Jun, smiled, and told the truth.

  "Okay, I don't think there is any problem with these sectors you choose. As for the specific stocks, you can research and figure out by yourself!"

  Xia Jingxing can’t give much guidance or perform micro-manipulations on stocks, because he hasn’t remembered a lot of things.

  This is different from the "event-driven-crisis restructuring" investment strategy of NetEase and Amicco. It is more speculative, and the game is still short-term operation.

  In his view, Zhao Jun has been in the industry for so many years. He has worked in the positions of brokerage analysts and public fund managers. He is very familiar with the A-share market at this time and is the best candidate to lead the mango seed fund.

  Since you have chosen to trust the other person, don’t make too much finger-pointing and let them play freely.

  He just needs to shout "The wind is screaming" when it's time to retreat.

  Thinking about it, Xia Jingxing added: "Shoot the bullet as soon as possible. This bull market may not be very long."

  This is the only information Xia Jingxing can remember, and it's a bull market that lasted more than one year and less than two years.

  After this point in time, we must honestly make some value investments.

  …………

  …………

  One week later, the Mango seed fund officially began to build positions.

  In the trading room, Zhao Jun, as a fund manager, continuously issued buy orders, and the traders below followed the instructions to buy quickly.

  "CITIC Securities, 20,000 lots!"

  Xia Jingxing stood by, watching the trader's operation with breathlessness.

  The trading volume of CITIC Securities’ stocks was very large, and the 20,000 lots of buy orders were dropped without much splash.

  "China National Finance Securities, 20,000 lots!"

  "Fanhai Construction, 50,000 hands!"

   "Luzhou Laojiao, 50,000 hands!"

  "Vanke A, 50,000 hands!"

  ……

  Zhao Jun continued to issue trading instructions. Real estate stocks, liquor stocks, and securities stocks bought more than a dozen of these three types of stocks.

  Bank stocks have not moved yet, waiting for the listing of the two giant banks.

  As an institutional investor, it is impossible to hold only one stock and need to diversify the risk, so I bought more than ten stocks.

  Moreover, diversifying positions can also avoid reaching the 5% position disclosure line, making it easier to withdraw.

  Mango seed fund has a capital scale of 1 billion, and it bought more than 100 million on the first day of the transaction.

  After the market closed, a transaction statistics report was handed over to Xia Jingxing.

  2 million shares of CITIC Securities, with an average position price of 7.39 yuan and a market value of 14.78 million yuan;

   2 million shares of Guojin Securities, with an average position price of 4.62 yuan and a market value of 9.24 million yuan;

  5 million shares of Oceanwide Construction, with an average position price of 5.48 yuan and a market value of 27.4 million yuan;

   5 million shares of Luzhou Laojiao, with an average position price of 6.13 yuan and a market value of 30.65 million yuan;

  Vanke A500 million shares, the average holding price is 6.71 yuan, and the holding market value is 33.55 million yuan;

  ……

  Seeing this report, Xia Jingxing couldn't help but smile, it was all a few dollars of stock price.

  It has fallen too hard in the past few years. Many stocks have lost their ten digits, leaving only single digits and a fraction.

  If this speculation is locked up, just hold it for a few more years, and you won’t lose money.

  (End of this chapter)