"On May 9, the Shanghai and Shenzhen indices rose sharply, and in the absence of major positives, the strange rise seemed to increase the downward pressure, but it was not Inflow of new funds The amplification of trading volume represents a return to market activity I thought that the banking sector may take the lead, and the big four banks should lead the gains To sum up, in the ultra-short term, I am optimistic about the market outlook and recommend the stocks in the banking sector" Lei Hao is optimistic about the market outlook, and his current funds are all invested in the holdings of the four major banks and Jinhuang Film and Television, so it is not a big deal to publish this kind of article.
Now, Lei Hao's meaning is also very clear, aren't you stuck with my plan, I'll release the market analysis first, show the carriage and horses, let's have a fair time.
During this period of time, Lei Hao's Weibo has added a lot of users who follow each other, Qiu Yuting, Qin Yu, Qiu Zhenshan, Liu Xingdong, etc., these people include senior executives of securities companies, presidents of investment companies, and clients with a lot of money, all of whom are people in a small circle.
It just so happens that this small circle includes all the stakeholders in Lei Hao's plan, if Lei Hao's analysis is wrong, it will naturally be a shame, if it is right, if he not only analyzes it correctly, but the plan is also stuck by Fan Sihao That's interesting, many clients who have received Lei Hao's notice will let Yingyi Securities know what a complaint hotline is, and these people are big customers.
Moreover, if Fan Sihao doesn't plan for Lei Hao, he can naturally retreat, but if he insists on getting a card, then he needs to come out and have a hard fight with Lei Hao, and if he doesn't show up, he will be treated as a soft egg by everyone in the asset management department, which is really a dilemma.
"It's a winning word no matter how you think about it."
The more Lei Hao thought about it, the more he felt that his method was good, and the unhappiness in his heart finally dissipated a lot.
The people in the project team are not so optimistic, and the only confidence is still based on Lei Hao's past achievements, and when the trading report document was printed, Lan Shijie, Zhao Lichen and Zhou Junyun all blushed.
"Manager, there are only less than two hours, and it is difficult for us to clear the position, so the original profit has been compressed by 05, but the absorption of the four major banks is very smooth, and the cost price of the project team is lower than the closing price, and the profit of about 02 is consumed by the share exchange."
The boss gave the task, and the trader's job was to sell as high as possible and buy low, although the time was only a little more than an hour, but it consumed the cost of 02, which made Zhao Lichen and the three of them a little hot.
"Better than I expected."
Lei Hao didn't blame the trader, he really praised him when he said this, although the loss of 02 in other sections was nearly 300,000, but in such a short time, if Lei Hao was allowed to come, he might not be able to handle it without losing 1.8 million.
So for Lei Hao, Zhao Lichen and others did not lose money, but helped him save hundreds of thousands, even compared with outsiders, the trading work of Thunder No. 1 is not inferior.
"Brother Zhao reported data, I read too many documents, and my eyes are a little sour."
Lei Hao flipped through the documents, he still wanted to listen to Zhao Lichen's offer, and his name for Zhao Lichen was quite casual, Lao Zhao and Brother Zhao often exchanged them.
"Ok, we have 138045697 yuan on our books, and the profit in the last stage is more than 15, including the short sale of Jindong Hotel" Zhao Lichen also likes this kind of thing, first summarize the end, and then explain the current position situation clearly.
"At present, the number of shares we hold in Jinhuang Film and Television is 1,081,300 shares, the cost price is 5,491, and the total amount is 59374183 yuan; The position of the four major banks is 17653800 shares of Industrial and Commercial Bank of China, with a cost price of 4,505 yuan and a total amount of 79530369 yuan; Agricultural Bank of China 18495600 shares, with a cost price of 3,244 yuan and a total of 599997264 yuan; Bank of China 17970200 shares, the cost price is 3,681 yuan, and the total amount is 661483062 yuan; China Construction Bank 11686100 shares, the cost price is 4,996 yuan, and the total amount is 583837556 yuan; The sum of the capital account and the credit account, based on today's closing price, the total market value of the stocks we hold is 2699995755 yuan, and the total available amount of all accounts is almost 6 million yuan. ” The book capital of the project team is almost 138 million, and the margin and securities lending quota is 276 million.
Compared with the combined market value of several trillion yuan of the four major banks, more than 200 million is nothing, but if you want to enter the market in a short period of time, it will definitely be difficult.
However, Lei Hao has tens of millions of positions in the four major banks in the last week, and today's stocks have risen sharply, and the trading volume has almost doubled, and the market outlook is not optimistic, and there are many exit orders on the bulk trading platform, Lei Hao's 200 million successfully took over, and the cost price was a little lower than the closing price.
After listening to Zhao Lichen's report, even if he was prepared, Lei Hao's heart was beating faster.
Lei Hao was originally ready to invest in other heavyweight stocks if he had new funds, but now he can't set an open period in the near future, so don't think about new funds, so he only aims at the four major banks to operate, anyway, the plate is big, and the difficulty of retreat is not too high.
Now, the project team can follow the step-by-step process, invest when it should be invested, and hand over the plan when it is time, as long as it can be profitable, Lei Hao looked at the already lively Weibo comments and waited for Fan Sihao's reaction.
Shanghai market, the general manager's office of Yingyi Securities, Qiu Zhenshan looked at Fan Sihao sitting on the other side of the desk and felt very helpless.
The director of the asset management department, if something happens, he will only find his boss, if it is not for the employment of people, Qiu Zhenshan really wants to remove Fan Sihao directly.
"General manager, look" Fan Sihao is in his thirties, he has been working in Yingyi Securities since his father's generation, and he can be regarded as Qiu Zhenshan's descendant, but this person's business ability is average, and his skills in throwing the pot are perfect.
"What do I think, what people ask is that if you tell you to say it, you can say it, do you still want me to go into battle shirtless" Qiu Zhenshan was angry and reprimanded: "Such an obvious downward trend, what are you afraid of saying wrong?"
"Yes, yes, then I'll do what you want."
Fan Sihao showed a flattering smile and said flattering words, but he knew very well in his heart that he could answer this question, but if Qiu Zhenshan could give a clear opinion, it would be that the sky would fall and there would be a tall man on top of it, and he would not be hurt.
"Okay, you go out, just do what I tell you, the asset management department, you look at it more, do you understand what I mean" Qiu Zhenshan raised his eyebrows, his expression looked very serious.
Of course, Qiu Zhenshan knew what Fan Sihao meant, but if it was a pot, Fan Sihao would still be burdened on the surface, if it was a credit, then there must be a part of the leader, would anyone dare to pick on his thorns When Fan Sihao went out, Qiu Zhenshan shook his head, and after reading a few documents, he opened Weibo to know what the situation was now, and just clicked on the page, a mouthful of old blood almost spurted out.
I saw that the latest person Qiu Zhenshan was Lei Hao, and the content was: "What do you think, general manager":