Seven years 1000 times earnings 80 after the hot money for the new one how to trade?
Original title:[Depth]1000-year earnings in 7 years, how did the new generation of hot money masters operate?
Reporter | Edited by Liu Lizhen | Although Song Zheng is not ten thousand times as old as Zhao’s eight years, the record of the new generation of hot money writers is also beyond the reach of most investors.
Data show that Xinyi, the post-80s generation, started a career in professional stock trading with 10 million as the starting capital in 2012, and it took only seven years to successfully accumulate hundreds of millions.
According to the opening information, its main seat is currently Guotai Junan Securities Nanjing Taiping South Road.
How exactly is the new player?
Competition for the opening of new shares like many hot money people, Zuo Shou Xinyi is also very keen to participate in the opening of new shares of the hype.
Guotai Junan Securities ‘Nanjing Taiping South Road has been spotted on the list of many new stocks that have recently opened. Typical examples include Zhuo Shengwei (300782).
Zhuo Shengwei is a chip design company with top technical strength and strong market competitiveness in the field of RF devices and wireless connection. Its RF front-end chips are widely used in Samsung, Xiaomi, Huawei, Lenovo, Meizu, TCL and other terminals.Manufacturer’s product.
On June 18, Zhuo Shengwei officially landed on A shares, and harvested 10 Chinese characters after the first day.
On July 3, Zhuo Shengwei opened the continuous word board but still closed with daily limit.
The data released on the Dragon and Tiger Rankings on the same day showed that Guotai Junan Securities bought the shares at 1410 on Nanjing Taiping South Road.
590,000 yuan, while selling 3974.
This shows that in the word board stage, the new player has already been involved in Zhuo Shengwei.
Mr. Huang, an investor who focuses on short-term transactions, pointed out that the continuous listing of new stocks at the beginning of listing has become a “routine” in the stock market. If they can intervene in the word board stage, it often means to investorsWith relatively deterministic profit opportunities, many hot money will also be very keen to line up.
However, because of the expected relative certainty of profit opportunities, it is not easy to get this piece of cake.
The above analysts pointed out that in order to successfully rank the board, it is very important to have a channel advantage, and only this can achieve the expected way for investors to “profit out.”
A source familiar with the securities firm told the interface journalist that, in general, before the start of the auction, the investor’s declaration request will be collected by the securities firm to which it belongs, and it will be stored on its behalf, and it will be concentrated to the exchange at 9:15 every dayDeclaration, the time when the declaration arrives in the exchange system determines the order of its listing.
Most ordinary investors are ordinary channels for shared brokers, which can be very congested when they are centralized, and it is difficult to rank high.
At the same time, brokerage firms will provide exclusive channels to some VIP customers. Their transmission speed will change relatively and the probability of transactions will be greatly increased.
In addition to the VIP channel of application type, in addition to paying a certain channel fee, securities companies generally also have a relatively high amount of funds, which ranges from tens of millions to hundreds of millions.
In addition, this type of business itself cannot be done by every sales department, and applications have rarely been opened in recent years.
This also means that the actual proportion of A-share investors with channel advantages is extremely small. Of course, as an active hot money with a net worth of over 100 million yuan, it is very likely that a newcomer has such a channel advantage.
Similar is also the starfish shares (603115.
(SH) According to the Dragon and Tiger Rankings disclosed on August 19, Guotai Junan Nanjing Taiping South Road starts at 901.
The purchase amount of 760,000 ranks second in the stock’s Dragon Tiger Ranking on the 3rd. At this time, Haixing has not yet opened the word board.
The next day, Starfish shares rose 2.
At 04%, Guotai Junan Securities sold 1,029 on Nanjing Taiping South Road.
It is not only the investment opportunities of the IPO board stage that are valued by the newcomers.
At the same time as the sale of the lock-in on July 3, Guotai Junan Nanjing Taiping South Road also bought Zhuoshengwei 1410.
The next day, Zhuo Shengwei continued to rise and stop, and the new one continued to increase positions, buying 5485.
120,000 yuan, sold 783.
07 thousand yuan.
On July 5th, Zhuo Shengwei had a daily limit, and then ended the continuous board on July 8th, closing up 5 points.
57%, Guotai Junan Nanjing Taiping South Road sold 3296.810,000 yuan.
Generally speaking, the new player Zuo Yi has made a lot of profit in this wave of market before and after Zhuo Shengwei opened the board.
After the profit exit, on August 22, Guotai Junan Securities Nanjing Taiping South Road also once again reached 1105.
The purchase amount of RMB 970,000 appeared on the starfish list.
Lao Wang, who specializes in sub-IPO investment, said that although most hot money likes to sub-IPO, their respective investment styles are different. Some are similar to the habit of rushing in when new shares open, and some preferThe second wave of leading new shares and so on.
The interface news combing found that the most commonly used operation method for the newcomer when intervening in the new stock is to actively participate in it a few days before and after the board opens.
In addition to Zhuo Shengwei and Haixing shares, the newcomer who appeared on the stock list several days before and after the listing of the new shares was listed on the top of the stock list is Yiyuan Communication (603236).
SH), Lacala (300773.
SZ), Triangle Defense (300775.
SZ) and so on.
In addition, for the adjusted high-quality new stocks, the newcomer will also operate a wave a few days before and after the board is opened, and wait for its adjustment and re-intervention.
Take Zhuo Shengwei as an example.
On July 15, the stock adjusted its daily limit again after 5 trading days adjustment. Guotai Junan Nanjing Taiping South Road appeared on the list again with a purchase amount of 4476.
39 thousand yuan.
The next day, Zhuo Shengwei had two consecutive boards, and the new one chose to make the difference and bought 2177.
690,000 yuan sold in 2006.
On July 17, Zhuosheng Micro closed down 2.
65%, Guotai Junan Nanjing Taiping South Road sold 3,525.
880,000 yuan locked in earnings, while continuing to buy 1216.
Although it did not appear in Zhuo Shengwei’s rankings in the future, according to its previous operating habits and Zhuo Shengwei’s development trend during the same period, the new round of the player’s new round of operations has also successfully withdrawn.
Repeatedly participating in the hype of strong stocks. The hype of popular concept stocks in the A-share market is also a major feature. Among them, the leading stocks often have multiple consecutive daily limit stops. Under the circumstances of skyrocketing in the short term, most of the hot money in the market is unwilling to miss this.The new opportunity is no exception.
Specifically, in terms of participating in the speculation of strong stocks, the new player often inserts when the stock has been at a high level, a typical Mingpu optical magnetic (002902.
Benefiting from the 5G concept, Mingpu Optomagnetic, which has become an important supplier of communication equipment manufacturers such as Samsung, Huawei, ZTE, and Fiberhome, has a strong six-connected board from May 29 to June 5.
On June 4, Guotai Junan’s Nanjing Taiping South Road, a new and frequently used seat, appeared on the Puguang Magnetic Dragon Rankings to 2225.
The 470,000 main seal has become one of the biggest contributors to the company’s five consecutive boards.
Some analysts have pointed out that there are popular 5G concepts nearby, and the daily limit of 4 consecutive trading days has been reached. The leader of the Mingpu Optomagnetic 5G concept has already been generally recognized by market funds. At this time, it is easy to continue to connect at a high level.Attract follow-up funds to continue to buy, and after the next day, there is a high probability that it will continue to rise, which provides the possibility for the successful withdrawal of hot money that is a new first-class high-level intervention.
The newcomer of the hand also made it clear that he should do it around the main line, study more leading, research the daily limit, constantly sum up, reflect on waiting for the arrival of advanced, make the daily limit more efficient.
The data released on the 3rd Dragon Tiger Rankings the next day showed that Guotai Junan bought Mingpu Optical Magnetic 2688 from Nanjing Taiping South Road.
120,000 yuan sold 1010 at the same time.
770,000 yuan, Mingpu Optical Magnetic continued to rise and stop.
On June 6th, Mingpu Optics Magnetic Limit, Guotai Junan Nanjing Taiping South Road sold 1871.
39 thousand yuan.
As a newcomer, stop here.
On June 11th, Mingpu Optical Magnetic Flux went up and stopped again. Subsequently, Guotai Junan Nanjing Taiping South Road appeared again on Mingpu Optical Magnetic Fly’s Dragon Tiger Ranking on June 12, with a purchase amount of 1471.
330,000 yuan, the stock rose 3 that day.
On June 13, Mingpu Optomagnetic closed up 2.71%, Guotai Junan Nanjing Taiping South Road sold 1397.
Short-term investor Mr. Huang pointed out that the previous six-connected board illustrates Mingpu’s market popularity.
After the board adjustment, many previous profit-making orders will choose to exit with profit, and the cost of newly involved capital holdings is generally high, which gradually provides the possibility of continued inheritance.
Especially after its another daily limit, the high probability will attract market funds to follow suit, helping the stock continue to rise the next day, and even out of a new wave of rising prices.
Mingpu Opto-Magnetic is not an isolated example. Popular players who also choose to insert at the high position also include Hisano (300516).
SZ), Fengle Seed Industry (000713.
SZ), Jiuding New Materials (002201.
SZ) and so on.
The new quotation of the writer who has been circulating on the Internet once said, “The logic of the evil stocks actually doesn’t say much, that is, people’s minds rise and find the logic. The only way to make money effects is to rely on the oversold magic stocks.Open up.
“This may be why he dared to chase high.
However, the new pair has sufficient awareness of market risks. It has said that it rarely exceeds 1/10 positions when the market is not good, and it also shows its cautious side.
When participating in the popular stock speculation, another feature of the new one is that it likes to repeatedly insert, typically like Chunxing Seiko (002547).
Chunxing Precision Technology Co., Ltd. is stocking 5G RF devices in 2016. It is in the leading position in 5G product pre-research and storage. Filter RF devices have entered the Huawei supply chain system.
On April 15, the 5G sector changed, Chunxing Seiko’s strong daily limit, Guotai Junan Nanjing Taiping South Road bought the stock 1814.
130,000 yuan and sold 1890 the next day.
86 million yuan, Chunxing Seiko successfully two consecutive boards.
On April 18, Guotai Junan Nanjing Taiping South Road reappeared in the Chunxing Seiko Leaderboard with a purchase amount of 3,524.
The next day, Chunxing Seiko succeeded in five consecutive sales, and the sales department mentioned above sold 3892.
09 million yuan.
On April 24, Chunxing Seiko went up and 武汉夜生活 down again after adjusting for a trading day in Congress. On the next day, Guotai Junan Nanjing Taiping South Road reached 7199.
The purchase amount of 620,000 yuan ranks fourth in the stock list.
However, the stock has been trading down for two consecutive trading days.
The new player did not stop there. On April 29, he chose to make a difference and sold 3377.
750,000 yuan bought 2224 at the same time.
Chunxing Seiko continued to decline in the following two trading days.
On May 7, Chunxing Seiko rebounded to the bottom, with a strong daily limit, Guotai Junan Nanjing Taiping South Road sold 3507.
On May 9, Guotai Junan Securities bought Chunxing Seiko 2434 again.
950,000 yuan, the stock successfully stopped the next day, the above-mentioned sales department sold 2510.
22深圳桑拿网0,000 yuan to withdraw.
Can be polished, in this wave of Chunxing Seiko’s growth-once-rebound market, the new player chooses a different location and inserts it multiple times.
This aspect reflects that the new player can withdraw from the lock-in in time after making a profit, and will also be brave to intervene again when it is deemed appropriate.
Although there has been a low absorption after a stock has decreased, the newcomer has clearly stated that it is good at trading and instincts to do daily limit. Low absorption is a strategy born of the market, and it is also an absolute hot stock to follow the market rhythm.
As a typical representative of the new generation of small hot money, the funds are snowballing.
Judging from the data exposed online, in May 2012, the newcomer started with 10 million funds. At the end of the same year, it already had 24 million, and the yield in seven months was as high as 140%.
Then it caught up with the 2013 GEM bull market. This year, it achieved a strong return of 416%. At the end of the year, the amount of funds reached 100 million. By the end of 2014, its stock fund account had doubled again. From the end of February to June 4, 2015, the new player fully grasped the sprint stage of the bull market. During the period, the amount of funds doubled 7 times to 14 million. Although the operation has also made mistakes in the subsequent occurrence,However, by the end of November 2016, the amount of funds had approached 30 million and doubled again to 60 million in June 2017.
From the statistics of the leaderboards since 2019, it is conservatively estimated that the amount of funds for the new one has successfully exceeded 100 million.
Interface news counts the monthly turnover of Guotai Junan Securities Nanjing Taiping South Road since 2014: Source of data: choice After the amount of funds has rapidly increased, the style of the new one ‘s operation has begun to change.The most outstanding performance is that the amount of funds invested in a single stock is getting larger and larger, and the corresponding stock selection is more favored by large-cap stocks with higher certainty and better liquidity.
The newcomer of the hand also said that the big money to buy stocks is more about timing and more certainty.
The interface news counts the changes in the number of monthly shots and the maximum amount of a single ticket in Nanjing Taiping South Road of Guotai Junan Securities in the past year. Data source: Before June this year, the total amount of shots and the maximum amount of a single ticket in Nanjing Taiping South Road of Guotai Junan Securities were generally certain.Positive correlation.
In the past three months, the number of shots has been significantly compared with the previous short-term, but in August and September, the maximum amount of single tickets shot by the sales department was as high as 184.72 million and 15158 respectively.
Typical such as Chinese software (600536.
Since the beginning of this year, benefiting from the continuous fermentation of the concept of domestic software, the company has had strong daily limits many times, showing the market capital’s recognition of the leader of the stock.
On August 30, Nanjing Taiping South Road, Guotai Junan Securities, ranked second in the ranking of China Software on the 3rd with a purchase amount of 182.72 million yuan, and the stock grew 7.
On the next day, the daily limit of China’s software continued to increase. In the next few trading days, it continued to explore. According to the new trading habits of the players, it was possible to exit with a high probability of profit.
Mr. Huang pointed out that after the amount of hot money is large, they will choose to make some large liquidity tickets, mainly due to the relatively limited amount of funds that can be accommodated by small and medium-sized stocks. If you only love this, it means that you are a new player orBeing in a low position for a long period of time will affect its overall return level; or it will need to operate multiple stocks at the same time, which will also increase the difficulty of operation to a certain extent.
Therefore, good liquidity, especially large-cap stocks with hot concepts are often the best export of large funds in hot money.
Obviously, there is no doubt that the competition is new, and the high-level board is still close to the large-cap stocks. The strength of the new player has proved that its trading model is very efficient. Because it is often active in major forums, the new player also left.Many classic stock experience are worth investors’ investment.
Of course, similar to some other hot money bosses who have encountered some other problems, it is unknown whether the newcomer will violate the legal boundary and how far he can go in the short-term hype.