My Age of Investment

Xia Jingxing didn't know how many sets of PPTs Zhao Jun had made during this time, but from what he saw today, Lao Jia might be just a younger brother to him.

"Mr. Xia, look, from the beginning of the year to today, the market has risen by 43%, led by resource stocks represented by non-ferrous metals.

We can pull out a series of lists, such as Baotai shares rose 363%, Jiangxi copper industry rose 311%, Lu province gold 296%, Zhonggan gold 282%, Xinye shares 284%, Ludao tungsten industry 273%... "

Zhao Jun played a group of PPTs. The content in the pictures was the stock price trend of individual stocks. They had one thing in common, the K lines were very steep, and each mountain was higher than the other.

Xia Jingxing squeezed his chin. In his previous life, he was still studying in the United States at this time, so he didn't know the specific trend of the domestic A-share bull market, let alone the specific trend of a certain stock.

Later, when he returned to China, he heard a few words from his colleagues and partners who traded in stocks around him.

However, because he didn't participate in it personally, he was not impressed and couldn't remember too many things at all.

I just remember that some friends actually lost money in this super bull market...

It's not impossible.

Sell ​​out late and suffer disaster;

The operation method is too bad; the market hot spots are not grasped;

...

The reasons are varied.

But this is only for retail investors.

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

If you still lose money in stocks in the bull market like this, then you should really find a rope and settle the settlement yourself.

He is very sure that he will make money in this bull market, it's just a matter of numbers.

Otherwise, he wouldn't have formed a mango seed fund to join in the fun, and even borrowed 1 billion from the mobile phone company.

"Are you optimistic about non-ferrous metals?"

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

Zhao Jun shook his head, "The reason for this round of skyrocketing non-ferrous metals is mainly due to the trend of futures. Last year, gold prices, oil prices, and copper prices all hit new highs one after another.

In my judgment, there may be a period of structural adjustment next.

Therefore, I suggest doing the opposite, temporarily turning our attention away from the hottest non-ferrous metals in the market, and looking at other industry sectors.

Such as banks, real estate, securities companies..."

Zhao Jun glanced at the apprentices sitting under the stage, and added the word "baijiu".

Xia Jingxing noticed this scene, and gave Deng Fenghua a playful look, "You suggested the white wine?"

Deng Fenghua scratched his head in embarrassment, "I just think that the economy is getting better and better now, and our country has such a strong wine culture, so there must be no worries about selling baijiu.

Moreover, as a kind of beverage, liquor has a much higher gross profit than other beverages. "

Xia Jingxing smiled lightly. In his previous life, Deng Fenghua was a loyal supporter of liquor stocks.

The reason why he became a fund manager of 100 billion yuan and was hailed as a god by fans is largely due to his unwavering dedication to baijiu.

Fried white wine,

It sounds low, and it is far from the high-end atmosphere of those funds that lay out chips and high-tech funds.

In his previous life, Xia Jingxing also asked Deng Fenghua why your fund holdings were so low.

The latter told him that he could do whatever he sat in.

As a public fund manager, his primary concern is to make money for Christians.

In other words, he feels that although the technology of the sauce-flavored and strong-flavored products is not as high as other technologies, they can still make money.

Many other packaged technology companies are actually just like that, shouting loudly, but without any extraordinary technical advantages.

Make money, don't be shabby!

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

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

He looked at Zhao Jun, smiled and said, "I won't mention brokers. In every bull market, stock prices of brokers will inevitably skyrocket. Banks and real estate, what is the basis for your judgment?"

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

Xia Jingxing suddenly realized that both Bank of China and Industrial and Commercial Bank of China will be listed this year.

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

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

"What about real estate? Recently, the state has taken frequent actions in the macro-control of real estate. The central bank has raised interest rates, levied personal income tax on second-hand housing, restricted foreign investment in real estate speculation, and the Six National Measures will soon be launched."

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

Do you think this regulation can really be successful? The local government... is still counting on selling land to increase fiscal revenue.

In short, I am not particularly optimistic about the effect of regulation, it may be that the more the adjustment is made, the higher it will be. "

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

"Okay, I don't think there is any problem with the sectors you selected. As for the specific stocks, you can do your own research and figure it out!"

Xia Jingxing couldn't give much guidance on the matter of stock trading, or do micro-management, because he didn't remember many things.

This is different from the "event-driven-crisis reorganization" investment strategy for NetEase and Aimike, which is more speculative, and it is still a short-term operation.

In his opinion, Zhao Jun has been working in the industry for so many years. He has worked as a brokerage analyst and a public fund manager. He is very familiar with the A-share market at this time and is the best candidate to take the helm of the mangzhong fund.

Now that you have chosen to trust the other party, don't point fingers too much and let them play freely.

He only needs to yell "The wind is pulling hard" when it is time to retreat.

After thinking about it, Xia Jingxing added another sentence: "Shoot out the bullet as soon as possible, this wave of bull market may not be very long."

This is also the only information that Xia Jingxing remembers, it's a bull market for less than two years.

After this time point, it is necessary to do some value investing honestly.

…………

…………

A week later, Earbud Fund officially started building positions.

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

"CITIC Securities, 50,000 lots!"

Xia Jingxing stood beside him, watching the trader's operations with bated breath.

The trading volume of CITIC Securities stocks is very large, and 50,000 lots of buy orders were dropped without too much splash.

"Sinolink Securities, 20,000 lots!"

"Oceanwide Construction, 50,000 lots!"

"Luzhou Laojiao, 100,000 hands!"

"Vanke A, 100,000 lots!"

...

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

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

As an institutional investor, it is impossible to take a heavy position in only one stock. It is necessary to diversify the risk, so I bought more than ten stocks.

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

With a capital scale of 1 billion yuan, the Mangzhong Fund bought more than 100 million yuan on the first day of trading.

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

5 million shares of CITIC Securities, with an average position price of 1.88 yuan and a market value of 9.4 million yuan;

2 million shares of Sinolink Securities, with an average position price of 0.55 yuan and a market value of 1.1 million yuan;

Oceanwide Construction has 5 million shares, with an average position price of 1.28 yuan and a market value of 6.4 million yuan;

Luzhou Laojiao has 10 million shares, with an average position price of 2.68 yuan and a market value of 26.8 million yuan;

Vanke A has 10 million shares, with an average position price of 2.12 yuan and a market value of 21.2 million yuan;

...

Seeing this statement, Xia Jingxing couldn't help laughing, it was all stock prices of one or two yuan and a few cents.

The main reason is that the price has fallen too hard in the past few years. Many stocks have lost their tens of digits, leaving only single digits and a fraction left.

If this speculation is locked up, just hold it for a few more years, and you won't lose money no matter what.

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