As we entered April, imported inflation expectations deteriorated rapidly, high CPI data intensified the market's concerns about stagflation, and the central bank raised the reserve requirement ratio again, which also caused the market to usher in a two-month sharp decline.
Fang Hong also took advantage of the trend and bought several stocks in the consumer sector with the few long funds, including this stock.
At the end of November last year, Qunxing Capital reduced its holdings of some of the stocks that were on the rise, and this vote was adjusted by 20 percentage points. Fang Hong also took advantage of the trend and bought this vote when its stock price fell back to 172 yuan.
The reason why I didn’t buy Maoti before was because Qunxing Capital was close to the holding line. However, as Qunxing Capital has reduced its holdings, Fang Hong’s personal institutional account opening of Maoti will not exceed the 5% line now, so there is no need to trigger related transactions.
Raise a sign.
Fang Hong adjusted his positions and swapped shares early to get involved in the consumer sector in order to cope with the sharp decline in the market in the next two months.
In this case, funds will enter sectors with better defensive properties, which are the consumer sector and the banking sector. However, Fang Hong did not go to the banking sector. Although he would not lose much money, he would not make much money.
At that time, public funds will reduce their positions in the second quarter and increase their positions in large consumption to defend themselves. The food and beverage sector performed strongly, but Fang Hong directly ambush public funds in advance to increase their positions and spend heavily, and then dump the goods on fund managers.
However, at this moment, Fang Hong logged into his personal Weibo account. In the market atmosphere of bullish sentiment, he decided to sing short. With the strategic investment of five major institutions in Qunxing Capital, he is now no longer a village chief. Even if the villagers
If you see it, you can only pinch your nose and pretend you don’t see it.
After all, in the eyes of the villagers, the Weibo account K3478 is the operating account of Qunxing Capital. The content posted on this Weibo is directly understood to be the meaning of Qunxing Capital, not Fang Hong’s personal meaning. If you want to find it, you should also look for Qunxing.
Hua Yu of Capital.
At this moment, Fang Hong quickly edited the content of the blog post:
[Recently, I have done some position rebalancing. The long positions only account for about 22% of the total funds, and I hold 30 targets. Some of them have been held since last year, and some are newly opened positions. This year's operations are generally defensive.
My personal view on the market outlook of Big A is generally bearish. Today I have added a short order of thousands of futures indexes. The total short order contract is currently worth hundreds of billions. We understand it directly and do not hide it.
If short stock index futures make a profit, I decide to use 70% of the profit from the short order for the public welfare of the education scholarship fund.
In addition, I have been studying overseas markets recently and plan to spend hundreds of millions of dollars to go overseas.】
Fang Hong glanced at the edited blog post, then took screenshots of the short futures orders and the 30 long stocks and updated them on Weibo.
He is not worried that he will be targeted if he does this. The futures index has a daily limit limit, and it is impossible for Fang Hong to blow up his position through an instant short squeeze. As for the 30 long targets he holds, the total amount of funds only accounts for his personal total.
The position of 22% of the assets is just a little more than the two-tier warehouse.
The key is that Fang Hong knows his influence. Just imagine that when K God accurately predicts the market decline, he will undoubtedly become a god again. Investors see that K God favors those 30 stocks under the premise of being bearish on the market.
Add it, and the recognition will instantly increase in a straight line.
Big money wants to hit him, but the result is that he will be washed out, because K God now has more than 30 million investors who follow his Weibo alone, accounting for a quarter of Big A's investors.
This liquidity is simply terrible.
And at this time, with the exception of the few targets that K God holds a position in, what are the exceptions for large-cap stocks like Mao Tiao? As long as the bankers in those small-cap stocks are not smart, they should quickly start the market at this time instead of suppressing them.
A top player like God K comes over and flips your sign, why don't you quickly hold it high and hit it high?
A lot of retail investors will rush in screaming and worry about not being able to sell the goods?
In this way, it in turn strengthens God K's talent. When everyone sees that God K is indeed talented, the number of votes they choose will skyrocket, and they will make a steady profit by getting on the bus as soon as possible, thus forming a positive feedback effect.
Fang Hong updated Weibo, waited for a moment and refreshed the page. Soon there were a large number of messages and comments.
[Front row!]
[Got it, I’ll clear it out tomorrow!]
[God K is starting again, go, go, go!]
[Sure enough, I didn’t guess. When I saw K God’s Weibo post at the beginning of the year looking forward to the market in 2011, I felt that K God was not very optimistic about this year’s market. Today, I am directly bearish on the market, so I can rest assured to go short!]
[What do we mean by a generally bearish view? Having a short order of tens of billions of futures index is called bearish? It has already exploded, okay... (face covering.jpg)]
[Almost everyone on the Internet is singing the bulls, but God K jumped out to sing the shorts, and even holds a tens of billions of short contracts. Which one do you believe?]
[Study ST Guoxiang tomorrow...(greedy jpg)]
[70% of short order profits are used for education and student aid? K God’s pattern is really big!]
[I didn’t expect that the tens of billions of short orders would be listed, and I didn’t expect that 70% of the profits from the short orders would be used for educational charity.]
[God K, are you sure you didn’t add an extra zero? Are you sure it’s 70% and not 7%?]
[K3478’s reply //: I confirmed the look and didn’t add more zeros.]
[6666666……]
[This is... I made money by shorting the market but I can't seem to find a point to criticize, and I still made it known to the market in advance... (face covering.jpg)]
[Going to visit overseas markets?]
…
Fang Hong's Weibo update triggered a big discussion in the stock trading circle that day. After all, it was rare for God K to be so straightforwardly bearish on the market, and it was in a bullish atmosphere in the market as a whole.
And his decision to use 70% of the profit from the short sale for educational charity if he made money surprised everyone. This is absolutely a large amount of money used for charity.
In this way, not only has the reputation value increased, but the retail investors of Big A really can't find a point to criticize, so they still have to show their cards to the market in advance. Those who believe in it can run in advance, and those who don't believe in it can even open the market as K-God's opponent.
That's a lot.
When the market opened on Friday the next day, Big A was affected by this news. The two markets opened lower. After the opening, the index opened lower and moved higher. The index slightly broke through a new high. However, after more than half an hour, it shot higher, fell back, dived, and turned green. The market went up and down.
It fluctuated and closed in the red before pulling up in the afternoon. Finally, the Shanghai Composite Index closed up +0.26%.
I have to say that God K’s influence is still quite large.
After the weekend weekend, on Monday, April 18, the market opened lower again. However, it opened lower and moved higher, then shot higher and fell back. In the afternoon, it closed red again and turned higher. This shows that the market is quite divided.
However, the index hit a new high amidst such twists and turns. The Shanghai Composite Index hit an intraday high of 3067.46, setting a new high, and finally closed up +0.22% at 3057.33 points.
After being bearish on the market, K God closed in the red for two trading days, which made some people have high expectations for the market outlook of Big A, and they also felt that K God might be wrong this time.
Well, whether it is weak or not, it is strong, and the bulls will increase their positions!
When the market opened on Tuesday, April 19, the A-share market opened low again. Many investors came in to grab funds at first sight, because the big A stocks opened low and moved high in the past two days. They rushed in in the morning and sold after rising.
Open at a lower price the next day and then copy it in. Don’t make too much money.
However, the market situation of Goose took a sharp turn today. After the two markets opened lower, they continued to sell lower without even counterattacking at the opening. The investors who bought in in the morning were a little confused.