Chapter 386 [Fuck, this is a master! (Thanks to the leader of
In today's market performance, the broader market has also stepped out of a long-yang line. The Shanghai Stock Exchange Index closed up +1.92% to 2409.42 points, and the 2400-point mark was lost and regained.
In the last three trading days of the following week, the market continued to rebound upwards. On Wednesday, the market rose again +0.49%, and on Thursday, it retreated -0.25%. On Friday, Changyang closed up +2.31%, and the index closed at 2470.92%.
As for individual stocks, in the past three days, there has been a scene where Dasheng shares and Chengfei have integrated the leading position in the "dual hegemony" market.
On Wednesday, Dasheng shares had a one-word daily limit, and the closing price was 34.68 yuan per share, up +9.99% daily limit, out of the second and third boards; One into two boards;
On Thursday, Dasheng shares had a one-word daily limit, and the closing price was 38.15 yuan per share, up +10.01% daily limit, out of the three-entry and four-board board; Chengfei Integration opened at a higher limit, closing price was 15.29 yuan per share, up +10.00% daily limit , out of the second into the third board;
On Friday, Dasheng shares had a one-word daily limit, and the closing price was 41.97 yuan per share, up 10.01% daily limit, out of the four-in and five-board; Three into four boards.
These two stocks have become the most dazzling stocks in the two cities this week. The surge of both stocks has a common core logic: asset restructuring.
Dasheng shares have five boards in five days this week, with a cumulative increase of over +61%. Among them, there are four shrinking one-word daily limit boards in a row. The daily trading volume of one-word boards does not exceed 20 million funds. There is no selling pressure at all, even if the fifth board is still tightly sealed, there is no sign of opening the board, which means that the probability of continuing to top the board next week is very high.
Chengfei Integrated has four boards in five days this week, with a cumulative increase of over +46%. The four boards in five days is because trading was still in the suspension stage on Monday, and it went out of the shrinking daily limit on Friday, indicating that there is little willingness to sell funds, and there is still a rebound in the market outlook.
In addition to the common logic of asset restructuring, these two stocks also have differences.
Dasheng Stock is a typical institutional vote. This week, it has been on the Dragon and Tiger List twice in a row. The data shows that all institutions are madly topping, and no one else has anything to do with it.
Chengfei Integration has not been favored by institutional investors. This week’s four consecutive daily limit boards are filled with hot money and the army of retail investors. They are on the boards that have continuously changed hands. The turnover rate of Wednesday’s daily limit is 21%. Four's turnover rate reached 41%, and Friday's turnover rate was 22%.
Compared with Dasheng shares, the one-word daily limit is welded to the top of the car door, and no one is given the opportunity to get on the car halfway. If you are not in the car before the start, you can only watch it. Chengfei Integration has the opportunity to get on the car every day. If you dare to relay, you can get on the bus.
It is precisely because of Dasheng’s one-word daily limit and eating alone that many people are more optimistic about Chengfei Integration’s ability to stand out in this competition. After all, one-word trading is usually a set-up, and basically no one dares to pick it up. On the contrary It is relatively safer for Chengfei Integration to change hands and come out of the relay board, and God K provides confidence in this ticket.
Therefore, everyone is more optimistic that Chengfei Integration can defeat Dasheng, and win the battle between the two heroes and become the leader of the popularity of the two cities.
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Jingxinju Villa, study room on the second floor.
"Agricultural Bank of China has released relevant data on its A-share listing. The total frozen funds for online and offline purchases are 480 billion yuan, which is far lower than the market's expected scale of over one trillion yuan. The online lottery rate is about 9.29%, the highest since June 2006. The stock market's IPOs are the second highest since the 'new and old divide'."
The beautiful assistant who returned home was reporting the relevant data of the Agricultural Bank of China to Fang Hong at the moment, because the company's IPO raised funds, Qunxing Capital also participated in it as an institutional investor, and the subscription scale was not low at all.
Tian Jiayi also said: "Its super high winning rate represents the market's general concerns about the bankruptcy of Agricultural Bank of China."
Fang Hong said: "The listing of the Agricultural Bank of China is the result of strong support from all parties, and institutional investors have also shown their awareness. moon."
The specific date for the listing of Agricultural Bank of China is on Thursday, July 15th. The market is just bottoming out in stages at the moment, and the stock index has gone out of a decent rebound.
At this time, Fang Hong added: "Qunxing Capital also helped to stabilize the secondary market. At the issue price of 2.68 yuan, we applied for 4.5 billion yuan to Tuotuo City, and the secondary market supports the market. Let's budget another 45 million yuan." A hundred million."
As an institutional investor, Qunxing Capital has also made a lot of money in Big A. When it’s time to contribute, you have to be sensible. You must show the awareness of institutional investors. To the market, this money is a bit crazy for Qunxing Capital, but it is medium meaning, it is not a big deal.
Those who are not enlightened not only will not be able to eat, but may also be punished.
This money is not meant to be evaporated just like that when it is put into the market. After all, if you bought the shares of the Agricultural Bank of China, you are holding assets. At most, 9 billion yuan of liquidity is locked here, and the benefits are not very high. Taking this If you invest the money in other equity assets, the return will be higher.
But the asset price will not fall sharply. After all, the fluctuation of bank stocks is not so big. If you hold this stock and withdraw after the big market in 2015, you can still have an average annualized return of 20 percentage points. low.
With the Agricultural Bank of China's A-share listing on July 15, all large domestic commercial banks have been listed.
However, as a time traveler, Fang Hong, who has the advantage of foresight, knows that this year, the four major banks will agree to a refinancing plan with a total scale of 287 billion yuan, which will be used to supplement capital to meet A large amount of credit and requirements for capital adequacy ratio.
The 120 billion yuan financing plan proposed by Zhongguo Ping An two years ago triggered the stock market's subsequent madness. Compared with the four big banks of this year, Zhongguo Ping'an back then is really nothing.
After the strong rebound in the second half of this year, the A-share market has embarked on a long road to bear. This wave of refinancing plans is obviously one of the important reasons for the big A to go bearish. The fear of the capital market is due to all Inevitably.
However, Fang Hong had already made a decision in his heart that Qunxing Capital still had to show its awareness. Anyway, the money was earned from Big A, so it was treated as Big A’s earning money and Big A’s spending. Many are big heads.
Only when the awareness is in place can you make money in Big A better.
For this 287 billion refinancing plan, Fang Hong decided to ask Qunxing Capital to take out 30 billion yuan to purchase, more than one-tenth of the refinancing scale, and my Qunxing family took over.
What does it mean to show the awareness of institutional investors? This is awareness, full-level awareness.
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Entering weekends and weekends, as Dasheng shares have stepped out of the five-linked board market, the stock price is still approaching a record high position, breaking through to a record high is imminent, and the market's attention is also soaring rapidly.
Just at the weekend, when many stockholders learned about the weekend weekend news on the market software, they saw a piece of news: nearly 70 institutions gathered to go to Quantum Jump for research.
This news excited the shareholders who hold Dasheng shares, and this stock has been listed on the Dragon and Tiger List twice recently, and the data shows that all the institutional seats are on the top board.
Institutions gathered together to investigate Quantum Jump. This incident is not fake news. Indeed, a large number of institutions have come to investigate.
After all, many well-known Internet companies in the mainland have gone overseas to go public. Weibo, a subsidiary of Quantum Beat, is the leading company in this segment of the industry and listed on the A-share backdoor. It can be said that it is the first truly well-known Internet company in Big A. .
Many investors have complained that all good Internet companies have gone overseas, so that mainland investors cannot enjoy the capital dividends of the development of the Internet industry. Now there is finally one big A.
Another factor that cannot be ignored is that the institutions gather together for research, and that is the current Dasheng shares. Weibo, which will be renamed in the future, has already entered the constituent stock pool of the Shanghai and Shenzhen 300 Index and the Shenzhen Stock Exchange 100 Index.
There is no doubt that the constituent stocks of these two major indexes are the asset targets that institutions focus on, and many on-market ETF funds or off-market public offering fund managers have also included Dasheng shares in their allocation lists.
On weekends and weekends, the news related to this stock is basically good news.
And Dasheng's even-to-market surge has also made the A-share retail investor "follow the crowd" famous in the stock market circle.
If it is said that before the launch of the first board of Dasheng shares, his popularity was due to his sharp and confident remarks that aroused everyone's ridicule, then after Dasheng shares got out of the five-linked market, stockholders exclaimed: Damn, this is a master !
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