Font
Large
Medium
Small
Night
Prev Index    Favorite Next

Chapter 823 [Foreign guys bravely enter big A]

In a residential house in Liverpool, England.

At present, people living in this city dare not go out. Liverpool is one of the most severely ravaged by Sequoia in the UK.

At this moment, local time was around 1:00 a.m. late at night.

The owner of this house is a young man who is almost thirty years old and his name is Harvey Gordon. He is a professional stock investor born in a non-financial major, but he makes a living by professional stock trading.

In the middle of the night, Harvey Gordon filled a whole bottle of refreshing drinks and stared at the stock software trend chart on the computer. There were three display screens showing the market trend.

Logically speaking, as a British man, Harvey Gordon should look at the FTSE index or the S&P index of the United States.

However, the trend charts on the three display panels are the main board of A, the Science and Technology Innovation Board Index and the Hong Kong Stock Hang Seng Index.

No wonder this point is still watching the market. Liverpool is late at night, and at the same time, China is already nine o'clock in the morning, and today's trading is about to open.

It is obvious that Harvey Gordon is a foreigner who is speculating on Big A market.

He invested in Big A through QFII (qualified overseas institutional investor) and the Shanghai-London Stock Connect that was just opened last year, and he is considered a "small and small capital to go north".

"Dear 'Dar-A' I love you so much."

Harvey Gordon refreshed his mind, glanced at the time and saw that the market was about to open in a few minutes. The so-called "Dar-A" is actually just a homonym of "Big A". Harvey has been moving to Big A for a month and a half, lurking among domestic retail investors, and is also working hard to learn Chinese.

The reason I fell in love with Big A is because the Sequoia Black Swan and various reverse operations almost broke him. He went long when he should have shorted, and suffered heavy losses; he took short when he should have long, and suffered heavy losses.

In despair, the few remaining capitals were heavily invested in Big A's Blue Star Technology or several targets of the Costa del Blue Star Technology concept theme, and successfully bought the bottom of the stocks of Blue Star Technology through Hong Kong stocks. After several attempts, they recovered their losses in the US stock market and the FTSE index.

The investment target he selected, after the recent stock change, was one of the three major providers of upstream raw materials for Dabai Robot.

There was already a profit of 17.2% earlier, and then the US FCC magic operation caused a sharp drop in the concept of Dabai robot that day. Harvey Gordon's target hit the limit directly, and the profits of floating profits were broken through.

The next day, he woke up and stared at the market. When he saw that the profit fell by one day, Harvey Gordon slapped his thigh three times and kept asking himself why he didn't watch the market that night...

However, just when he thought he was about to be defeated in the A-level situation, a subsequent tragedy was staged. A few hours later, the North American FCC website revealed that the Dabai robot met the standards, and then the Costa delle issued an announcement.

The situation reversed instantly. After the opening of Big A overnight, Harvey Gordon witnessed his heavy position directly blocking the daily limit in the call auction. This was the first time he had 20% of the profits of Big A.

Next, we opened the five consecutive boards, and the targets we held in our hands doubled.

To this day, Harvey Gordon has obtained 160% of the book profits in his holdings. Currently, the total market value of his account holdings is RMB 7.436 million, which is about 828,000 pounds excluding exchange rate changes.

Harvey Gordon knew that today would definitely be the rhythm of limit-up again, and Jesus could not stop it.

Because he had read yesterday's auction news, the order of 1.91 trillion US dollars in Dabai robots, which he thought was good at least worth ten one-word daily limit.

Sure enough, after the stock in Harvey Gordon rose 6.25% yesterday, it started the second wave of the main upward trend of the first-character board, and opened directly at the daily limit.

At this moment, Harvey Gordon glanced at the other targets in his account and was also making continuous profits, and he felt very comfortable. The stock of Bochuang Technology, the company that he held, opened high, and the total account funds increased by hundreds of thousands of yuan, equivalent to 30,000 to 40,000 pounds.

Tonight, Harvey Gordon decided to cash out 2.25 million yuan, or about 250,000 pounds, to buy Dabai robot + unmanned vehicles. If it weren't for the Sequoia pandemic, he really didn't want to sell his position now, because he knew there would be a hot market in the future.

Most of the targets in hand have extremely low turnover rates, and they are often difficult to buy after selling them.

But there is no way. If you have money and make money, you have to spend your life. If you get infected with the Sequoia, you may be gone.

Harvey Gordon finally decided to pull out some of them from Dabai Robot concept stocks and Bochuang Technology. Although other targets were not as high as these two stocks, they also focused on risk when holding too much.

He has also experienced the greatness of the A-line price drop. If you want to sell the daily limit, you can easily sell it. Some people lined up to take over the market, but if you don’t lose the daily limit, you can’t even sell it at one hand.

About twenty minutes after the opening, Harvey Gordon felt that it was almost done, so he sank about 800,000 yuan from the Bochuang Technology target, and then sank about 1.445 million yuan from the Dabai Robot Concept Stock target, and then exchanged it for 250,000 pounds to make a profit.

His capital flow of about 2.245 million yuan did not affect the fluctuations of northbound funds today. Ten minutes before this morning, the scale of northbound funds inflows exceeded 2.6 billion yuan.

In the past month, every trading day of Big A has been a continuous net inflow of foreign capital. It maintains the style of "buy, buy, buy, buy" so far. The transaction volume last month reached 3.32 trillion yuan, setting a record for the second highest record of the month.

Due to the Sequoia pandemic, Big A has become a major advantage for foreign capital to hedge. It has even been dragged down by the global market, and many foreign capitals come in to buy at the bottom.

From the perspective of the industry, foreign capital particularly favors six major industries: optical electronics, semiconductor components, biomedicine, medical devices, non-bank finance, and food and beverage.

From the perspective of theme concept, there is no doubt that it has a heavy investment in the three major sectors of Blue Star Technology, Costa delta, and new energy vehicle.

The massive influx of foreign capital has accelerated to a certain extent the big A market has rebounded rapidly after the Sequoia Black Swan event. However, the large influx of overseas hot money cannot make a big wave in these three conceptual theme sectors.

Because whether it is Huachang Technology, Bochuang Technology, Reebok, and Big A-big brother Daweilan Pure Electric Automobile Company, these listed companies have the same super strong dealer who can control the disk highly - Shengfeng Capital.

The hot money who has strong bankers in it generally won’t touch the tickets, especially the tickets that Shengfeng Capital is a banker. Domestic hot money bosses either don’t touch them, and they dare not speculate even after touching them.

Because there have been hot speculation before, hot money has completed value investments, once Shengfeng Capital smashed it to death, it will be impossible to think about it in a quarter if it doesn’t cut its losses.

Either don’t come. If you want to come, just invest honestly and don’t think about one-day trips.

Shengfeng Capital is the only capital institution in the entire A market except for the G team, which can highly control the weighted stocks with a market value of more than 400 billion yuan.

It is no exaggeration to say that these targets have some of the rise and fall within Shengfeng Capital. The trend of the stock price will not diverge from the company's performance fundamentals. The biggest expectation is to generally take a long-term slow bull upward channel with the company's growth.

These targets are absolutely not allowed to rise and fall due to hot money and hot money speculation. Any surge and fall caused by excessive speculation will be a mess.

As for the surge in the three upstream suppliers of Dabai robot concept themes, the surge in speculation is not dominated by speculation, but the results supported by real positives in the recent past and performance, which are consistent with the fundamentals.

In fact, Shengfeng Capital has long drawn the top and will only increase for seven consecutive boards, because internal analysis and analysis are that if the stock price continues to rise, it will be contrary to the current value of the company, which is a speculative component.

That is, if you turn around 200% and then you will trade sideways. When you reach this position, you will control the market at a high level. Anyone who pushes up the stock price will have to be buried here. If foreign capital hot money comes, it will be buried.

The reason why domestic hot money giants are not willing to touch listed companies that Shengfeng Capital is highly controlled is that they are not only strong in the stock market, but also highly control the company itself.

The hot money was very clear about the fact that Luo Sheng was in the stock market, but they both lost badly.

What cannot be tolerated by hot money is that Shengfeng Capital will cut you from time to time, and may smash a big hole at any time. It is impossible to predict when it will be smashed or at any time. The depth of the holes that have been smashed is different. As long as it comes in, it is very likely to become a long-term value investor.

Because the long-term trends are rising, the average annualized rate of return can reach about 15 to 20%, which is the most friendly to retail investors who invest in long-term prices and is also Luo Sheng’s biggest goal. The effect he wants is that as long as investors buy the stocks of his company, they can become Bafte.

The most amazing thing about the stock god that people brag about is that he can steadily create about 20% of the annualization every year.

How can it be more feat to be Bafite? The answer is obviously that the latter is more legendary.

But hot money doesn't like it very much. What hot money wants is monster stocks that can double or even double in a year or even a month. They can't stand the 20% annualization, which can't stand the slow speed of making money.

Another factor that cannot be ignored is that almost everyone now knows that following Archbishop Luo, the most popular ones are perfect and spicy. It is not too satisfying for office workers to invest in the annualized rate of return of about 15 to 20%. Many retail investors even think that it is good to outperform the inflation rate.

...
Chapter completed!
Prev Index    Favorite Next