Hot money is a mysterious group, and most of them focus on chasing the daily limit, especially when the market is optimistic. Their strong attack can often bring amazing growth in wealth in a very short time. For example, the famous new generation of hot money this year is a typical example. 20 12 started professional stock trading at the beginning of 65438+ 10,000 yuan, and now it has become a well-known figure in the A-share market. His story is remarkable and makes people more curious about the mysterious identity of hot money.
Create a new legendary life. At first, his account was only 654.38 million yuan, but by the end of the year, it took him seven months to grow to 240,000 yuan. Today, his wealth has reached tens of millions of yuan. This story once again proves the mystery of hot money, but the list published every day after-hours trading is still the only way to understand the trajectory and investment style of hot money.
So, what is the overall situation of the current hot money market? What are the top hot money in the A-share market? What seats are there behind them? How do the stocks on the Dragon and Tiger List perform? Today, we will reveal the hot money in the A-share market in detail. In the second half of last year, the overall performance of hot money was better, while in the first half of the year, the A-share market also achieved good results. In the skyrocketing market, the sales department of the Dragon and Tiger List has picked up in an all-round way, and both the increase and the volume of transactions have rebounded.
By revealing the hot money groups in the A-share market, we can better understand their behavior and influence. Although hot money is still mysterious, we can study their trajectory and investment style more deeply through channels such as the Dragon and Tiger List. This will help us better understand the operating mechanism of the A-share market and make more wise investment decisions.
Since May last year, the market has entered a relatively depressed stage as many people's calls for the bull market in the first quarter gradually subsided. However, in the second half of last year, there were many structural opportunities in the A-share market. Although there are a few stocks such as ramblers and Saturdays, the overall market structural opportunities are mainly reflected in some active stocks in the fields of science and technology, medicine and biology. Among them, many stocks hit record highs.
In this market background, relatively speaking, the activity of the hot money market in the second half of last year was far less than that in the first half. Judging from the ranking of the top 50 business departments in the Dragon and Tiger List, the change is not great. Some traditional seats, such as the Second Business Department of Unity Road in Lhasa, fortune securities, Rong Chao Business Center of Huatai Securities in Yitian Road in Shenzhen, Shanghai Branch of CITIC Securities and Shangtang Road Business Department of Hangzhou Caitong Securities, are still in the forefront.
It is worth noting that compared with the first half of last year, most of the transactions in the Dragon and Tiger List decreased in the second half of last year. For example, the total turnover of the second business department of Tuanjie Road in Lhasa, the Oriental Fortune, was 57.205 billion yuan in the first half of last year, but it was reduced to 365.438 billion yuan in the second half of last year; The total turnover of Shaoxing business department of Galaxy Securities in the first half of last year was 65.438+0.407 billion yuan, but it shrank to 246.5438+0 billion yuan in the second half.
The turnover of Huatai Yitian Pilose Antler Super Center, a famous death squad, was 1, 27 1 billion yuan in the first half of last year and 39 1 billion yuan in the second half of last year. In the first half of last year, the turnover of the Dragon and Tiger List of Guotai Junan Shanghai Jiangsu Road Sales Department was1179.8 billion yuan, and in the second half it was 5.67 billion yuan.
A senior hot money person in Shenzhen told the National Business Daily that many funds in the hot money circle will choose to make trend tickets, and the available funds are getting less and less. In the second half of last year, the stock funds were in a game, and the trend ticket attracted a steady stream of northward funds, providing more incremental market opportunities. This has led some rich funds to turn to trend investment. In addition, the supervision of the beating behavior is becoming more and more strict, and it is difficult for large funds to buy stocks in large quantities. And those trend stocks can buy more quantities more easily without violating the regulations.
In fact, the ecology of playing the board circle is getting worse now. The above-mentioned person said that in addition to the gameplay of stock funds, the official WeChat account is also popularizing relevant knowledge. Most people are already very familiar with the ultra-short-term trading model, which is also an important reason why stocks are optimistic or fried.
If a stock is optimistic, it will often have a daily limit. If it is not optimistic, it will be smashed. This situation will lead to many large-scale daily limit boards in the market. In the past, if a stock fell five points the next day after the daily limit, it was already a lot. But now, even if a stock has a daily limit, many times the loss will collectively reach 10 or even 20 points.
In addition, there are more and more post-90s generation in the market. They may not have much money, such as 654.38+ 10,000 or 200,000, but they don't care about the money. Once the daily limit fails, they will cut the meat directly the next day. If dozens of investors touch the daily limit of the same stock, the total amount of meat cut will reach hundreds of millions of yuan, which will have a great impact on the early trading the next day. Unaccepted stocks will fall rapidly, which is one of the so-called "nuclear button" phenomena in the market.
According to the data exposed on the Internet, as a typical representative of the new generation of hot money, Shouzhiyi started his stock adjustment career in May 2065.438+02 with 65438+ 10,000 yuan as the starting capital. It only took him seven years to become the overlord of hot money. The National Business Daily reporter noted that the suspected representative seat was Guotai Junan Nanjing Taiping South Road Sales Department.
Since June 2, 2020, the business department has been on the Dragon and Tiger List for 38 times, 65438. One day after listing, the average increase of related stocks reached 2.3 1%, and the rising probability reached 68.42%. Two days after listing, the seats were bought 37 times, and the average increase of related stocks reached 2.43%, with a rising probability of 59.46%.
In addition to holding a shirt and keeping a new one, there are other active top-level hot money, such as brothers Zhao, Zhu and Huan Lehai. No matter who they are, we don't want to myth them. They are like us, but they have more money and experience in the stock market. In the stock market, hot money is a very attractive group, and they can often create a number of short-term skyrocketing bull stocks. But investors should pay attention to the fact that the operation of hot money is also risky, and it is not always possible to make money. In the stock market, winning by luck, regardless of profit or loss, must have strict operational discipline, win by small, and constantly expand the scale of funds.
Xinyi and Little Crocodile are representatives of a new generation of hot money.
NBD: What new changes have taken place in the hot money circle since 2019NBD?
Li Yao: In the past two years, several very powerful figures have emerged in the hot money circle, which can be said to be one of the typical representatives. His understanding of the market is very strong, and he has done a good job in bargain-hunting and board-playing. In the past year, his understanding ability was the most outstanding.
NBD: Is there any change in the geographical distribution of hot money circles?
Li Yao: The geographical distribution has basically not changed much. The most active place in the hot money circle is Shenzhen, because the Ningbo death squad originated here. In addition, Zhejiang is rich in funds and likes speculation. Shanghai, Jiangsu, Guangzhou and Shenzhen are also relatively active places.
NBD: In the list of daily limit stocks, is the seat fund entered by hitting the board?
Li Yao: Generally speaking, most of the stocks on the Dragon and Tiger List enter NBD by playing the board: Is the seat of a business department on the Dragon and Tiger List bought by one hot money or by multiple hot money at the same time?
Li Yao: Generally speaking, a hot money will buy stocks of more than 50 million yuan. In most cases, it was bought by hot money. For example, the dragon and tiger list shows that it meets 30 million. Basically, this hot money bought 30 million at the daily limit. Most of the hot money is traded with its own funds.
NBD: What is the capital scale of leaders' hot money?
Li Yao: Between 3 billion yuan and 5 billion yuan. Now I mainly do trend investment. He only holds large stocks for a period of time. When the market is good, he will do some short-term operations, and small stocks generally do not participate.
NBD: Different hot money has different operation styles. Some people only play one board, and some people play three boards, four boards, and even high boards. What do you think of these operating styles?
Li Yao: Playing the board is just a technique of short-term operation. It just shows that in short-term operation, hitting the board is the most common operation, and there are different subdivisions. Some people like to play higher three or four boards, and some people mainly play one board when the market is bad. When the stable hot money is mainly hand-clapping, when the bull market comes, the most radical hot money will go to hand-clapping. My brother has done a good job in this respect. When the market is bad from 20 10 to 20 13, he mainly plays board in the bull market from 20 13 to 20 15. The increase in the number of times he hits the board shows that he is making continuous progress.
NBD Over the years, many famous hot money has been punished by supervision. What do you think of these punishments? Leo: A few years ago, the influence of hot money was really great, and the limelight was very strong. Most retail investors are losing money and hot money is making money. From the regulator's point of view, hot money has disturbed the normal order of the market by taking advantage of capital. Many hot money is punished mainly because of false declaration and reverse trading. These penalties have a great impact on some large-scale hot money.
Due to regulatory restrictions, many large-scale hot money no longer operate, but choose other investment methods. When the capital grows to a certain stage, especially when the market capital capacity becomes smaller, large capital can no longer use a lot of money to beat the board, so the efficiency of capital use becomes lower. Therefore, after earning a certain amount of money, many people will change their investment methods and turn to value investment and medium-and long-term investment. In fact, the ultimate goal is to make value investment.
What key factors do NBD investors need to grasp if they want to become hot money? Leo: High-level hot money is rare. The most important factor is the understanding and control of the market. The market is like a battlefield, and information changes rapidly. Investors need to have a strong understanding of market sentiment and themes, such as why and when to play this board. Only a few people can accurately grasp the pulse of the market, make money and achieve stable profitability.
The most important thing for short-term investment is to achieve stable income, but many people can't achieve stability, so their growth is limited. Control is relatively easy to understand, but how to control losses is more difficult. Some people will increase their positions when they lose money, while others will trade when the opportunity is uncertain, so the probability of losing money will increase.
Will NBD join hands to make some stock investment circles? Leo: I know most rich people, and I don't know very few people who are unsociable. Most rich people are marketers. They like to follow the market. 200 1 By 2005, when the market was bad, many bookmakers were eliminated, and then the hot money era rose. One of the most important characteristics of hot money is to follow the market, so most hot money will not go to the village together or pull a stock together, they will only act according to the market. Therefore, it is often seen that the first few seats of some leading stocks are big hot money, which is just a joint force.
Many young people in NBD want to make short-term career investments. what do you think? Leo: Short-term career investment is a difficult road. Because the threshold of trading is very low, few people can become excellent traders. The elimination rate of short-term investment is high, and the sinking cost is also high. I suggest that if young people really love this industry, they can try it, but don't invest too much in advance. Even if all this money is gone, there is not much pressure. Then learn more from other people's successful experiences and avoid detours.
What do short-term investors dislike most about NBD? Leo: This market will never lack short-term investors. Even if the market matures in the future, short-term trading will still exist. As long as the daily limit system and T+ 1 system are not abolished, hot money will exist forever. Investors lose money to increase investment, which is the biggest taboo. Once there is a loss, you should be cautious or reduce your investment, and you should reflect on whether you are wrong. On the road of investment, as long as you don't make big mistakes, you will always follow the market growth. Compared with others, you want to beat yourself.
On June, 2020 10, the top hot money that rarely appeared wrote a passage in Weibo. He said: "It is said that I have hung up as soon as I pushed the position in the past few months. In fact, I have returned to more than one position too many times. Some take care of returns, while others feel that the turnover is not enough to take care of returns. But this time, I will really take care of it and let you supervise it. Get or get the market value 1 000 billion next year, as evidenced by the subway. " He is talking about the stock of Wan Tai Biological Company.
Wan Tai Bio is a company headquartered in Beijing, whose main business is the research, development, production and sales of in vitro diagnostic reagents, in vitro diagnostic instruments and vaccines. Zhong Shanshan, the big boss of the company, also owns companies such as Yangshengtang and Nongfu Spring. Wan Tai Bio's COVID-19 test products enjoy a high reputation abroad, and are considered as the first batch of products evaluated abroad, and European and American countries are scrambling to buy them.
The issue price of Wan Tai Bio is 8.75 yuan, which has been rising by 1.545.94% since its opening. On June 9, the stock opened its daily limit again, with an opening price of 144.02 yuan and a market value of 62.5 billion yuan. Xinyi became the first buyer of Wan Tai Bio-Dragon and Tiger List that day with aggressive bidding and crazy buying amount of 654.38+0.54 billion yuan.
However, Wan Tai's biology fell by 8.23% the next day. Xinyi wrote the Weibo in the evening, and left a message in the comment area, expressing his character that he can't hold stocks. I hope everyone will not buy it, because it is not suitable for him. Wan Tai Bio's market value was 57.7 billion yuan at the close of June 10. According to the expected market value of 1000 billion yuan, there is still 73% room for growth. This operation of Xinyi conforms to his consistent trading style and also shows his confidence and capital strength.
There are two other examples. First of all, at 20 19, 10, 15, Chengmai Technology had a daily limit for six consecutive trading days, and the new one intervened the first time, and the price was around 62. Then I made short-term transactions in the range below 100 yuan and made a lot of money. Chengmai Technology has been on the rise, reaching the high point of 27 1.53 yuan in March 2020. Secondly, the new valley network 20 19 10 15 opened and the price was around 105. Xinyi also intervened on the same day. On June 2, 1,1were all sold, and the price was around 146 yuan. Subsequently, this stock rose all the way, and the current share price is 2 16 yuan.
Shinichi is a person who can see the essence of things quickly, and the operation method is amazing. When most people are still hesitant and confused, he has decisively intervened in the market for the first time. His operation technique has reached the top level, even surpassing his idol. His research on the fundamentals of new shares, his grasp of the timing of listing of new shares, his grasp of major themes and his understanding of takeover funds are all first-class. However, short-term trading also has limitations, and it is impossible to continuously obtain long-term benefits.
Although he made some money, holding stocks has an advantage over the subsequent increases. Now, he has enough money to trade and even handle billions of dollars. He doesn't need day trading, but pursues the efficient use of so-called short-term funds. Instead, I pay more attention to changing my thinking that I can't grasp the long-term and short-term thinking, and I can see farther and keep it. His speculative thinking combined with shareholding has become the direction of his further development.
New Art also has some classic operation methods. The first is the oversold stock ticket. The first ultra-low stock of the new operation is very chaotic, and there are often cases of bursting. Later, he began to pay attention to early trading, and the success rate of new oversold stock tickets was greatly improved. The most classic example is 603648 Changlian shares, which entered the market in early trading and invested 20120,000, directly earning three daily limit boards.
This makes his operation very skilled. There are two obvious characteristics in the management of faithfulness. The first is that he likes high-quality and exciting stocks, and the second is that he likes to take the lead in speculating old stocks during working hours. However, with the increase in the scale of funds, his tolerance for stimulation has become smaller, and the proportion of transactions has also dropped to less than 10%.
The second feature is the flip. The so-called anti-package board is to adjust the daily limit again after the continuous daily limit of the stock. This situation is the best, especially in the case of hot spots and smooth time sharing, forming a violent aesthetics. In the anti-package board, the daily limit and daily limit are the best stocks. The rush back and the daily limit of the package are second, because there is a locking disk in front. Of course, the best situation is that the secondary air comes into play. 2065438+May 2, 2008 Huafeng Co., Ltd. is a typical operation, which directly became the leader. Premiere turnkey and Happy Coast entered the market at the same time, with a capital of15.08 million, followed by four daily limit boards.
The third feature is a plate. This is the characteristic operation of the new phase. He is good at arranging the third word board and has a routine. Generally speaking, there is basically no difference between the first two characters of a large orthographic board, which is difficult to buy. However, after two consecutive word boards, the third daily limit will be shaken, which may lead to a decrease in the number of orders. In addition, the tray earned 20%, worried that it would plummet after the opening of the board, and Davian's psychology would be strengthened, which would easily lead to minor differences among the three boards. From the blue small technology of salt lake, to the constant stock of financial technology, and then to 5G Ruikangda, each three boards have left a new footprint.
The last feature is the value speculation of military stocks. It should be noted that this is a unique hunting ground with huge hot money, and people with funds below 654.38 billion+0 billion are not eligible to participate. The typical operation is Zhengbang Technology, a pork stock of 2011.7, and Xinyi invested 5011.8 million yuan that day. It can be said that great minds think alike 20 18, 1 June, Zheshang Securities Shaoxing Branch was also listed, with a capital contribution of 64.83 million yuan. This shows that huge hot money likes to speculate on the value of China's military stocks. Through the above example, we can see that Xinyi's business model is constantly evolving. From the new generation of hot money to professional position adjustment, he has the ability to stabilize profits.
Before entering the market, he had almost no relevant experience, but as soon as he came into contact, he knew that if there was one thing he could do better than most people in the world, it was stocks. With this belief, he read books on economy, finance and stock market for an hour every day in the library for nearly two years. His capital began in May of 20 12, from100,000 yuan, and increased to 240,000 yuan by the end of the year, and the seven-month yield reached 140%. In 20 13 years, the growth enterprise market entered a bull market. At the end of May, it had not doubled, reaching less than 480,000 yuan. In less than half a year, the yield was close to 100%.
By the end of the year, his account funds reached 6.5438+0 million yuan, and the annual rate of return reached 465.438+0.6%. On February 20 14, I invested in Hua Wei stock, held it for 10 months, and didn't earn a penny. In 20 15, he sold Hua Wei's stock and ended in failure. On 20 14, 10 began to use margin trading, and the previous annual income was only enough to pay for one year's expenses. On February 9, 20 14, 14, he added all the funds in his account to western securities, and more than 20% of his account was withdrawn that day. By the end of 20 14, his account funds had reached more than 2 million yuan, and the annual yield of 20 14 exceeded 100%.
He bought Land Rover almost in full, but it was another wrong decision made because of lack of knowledge. 20 15 from the end of February to June 4, the funds in his account dropped seven times. Missed the opportunity of market rebound in the middle, transferred the funds to the stock index futures account and invested 2 million yuan. In less than a month, his futures account entered nearly 4 million yuan. This was achieved when he controlled the leverage ratio at five times. Although I encountered a daily limit when I bought Guizhou Bailing on July 8, I successfully rushed out of the daily limit the next day because I had been short.
In the following market, he underestimated the height of the rebound and missed the wave after wave of market. In the early morning of Friday, July 24th, his floating loss was only 4%, but it was already the full profit of his stock index futures account. In the next few trading days, he held more than 654.38 billion empty orders at most. Because the point control was not bad, his retreat on July 24 was only 4%. However, he missed the first and second waves of the old market.
Guotai Junan Nanjing Taiping South Road Sales Department has not participated in major battles for a long time. According to reliable sources, he has moved to the sales department of Guotai Junan Shanghai Jiangsu Road, which is a billion-dollar business department with the top three annual transaction volume. Looking forward to the heart relay, the old hot money will continue to create brilliance. Don't compare with others, what you want to win is yourself.
On June 10, 2020, Shinichi, a top hot money player who rarely appeared, wrote a passage in Weibo. He said: "It is said that he died after he left his post in recent months. In fact, I have cancelled many orders too many times. Some take care of returns, while others feel that the turnover is not enough to take care of returns. But this time, I will really take care of it and let you supervise it. Get or get the market value10 billion next year, and one post is evidence. " He refers to the stock of Wan Tai Biological Company.
Wan Tai Bio is a company headquartered in Beijing, whose main business is the research, development, production and sales of in vitro diagnostic reagents, in vitro diagnostic instruments and vaccines. Zhong Shanshan, the big boss of the company, also owns companies such as Yangshengtang and Nongfu Spring. Wan Tai Bio's COVID-19 test products are reasonable in price, ranking first in foreign countries, becoming the only recommended product, and European and American countries are scrambling to buy them. Compared with the issue price of 8.75 yuan, the stock rose by 1545.94%, and opened on June 9, with an opening price of 144.02 yuan and a market value of 62.5 billion yuan.
Xinyi is radical. She bought 65.438+0.54 billion shares through bidding, and then bought more than 65.438+0.00 billion shares in succession. On that day, she bought a total of 65.438+0.68 billion yuan, and the cost price was about 654.38+0.43 yuan, making her the first in Wan Tai's biological list. However, Wan Tai's biology fell by 8.23% the next day. Xinyi wrote that Weibo in the evening and left a message in the comment area, saying that he couldn't hold the stock. Wan Li blessed me to help Du Jie and told everyone that it was not suitable to buy. The closing market value of Wan Tai Bio in June 10 was 57.7 billion, and according to the expectation of10 billion, there is still room for 73% increase in market value.
This operation of Xinyi is his consistent trading style, as well as his confidence and capital. He was born in 1988, a small city in Hunan, and later came to Nanjing to study. Influenced by relatives and friends, he fell into a crazy love for stocks. Two years after graduation from 20 12, he decided to start professional stock trading with 65438+ 10,000 yuan. In 20 14, his capital increased to 2 million yuan, and by 20 18, it had exceeded 100 million yuan. Today, his value has been considerable.
With the increase of trading volume, his operating ideas have also changed. At the earliest, he mainly made the first board, chasing up and hitting the board at a low position, which was flexible and changeable. After joining the Nanjing gang, I followed the big brothers for a while and accumulated enough funds to start my own business. Later, the waist drum relay was used to make a recognized big order, mainly to push the warehouse.
His operating style is close to his idols, such as Zhao Ge and Sun Ge, who are all top hot money traders. Small funds pursue the length of profits, while large funds pursue the width of profits. Ten times a year's income can only be memories of the past, and it can't be completely transformed into value investment. Therefore, it is inevitable to evolve the successful ideas in the past. Optimize your trading strategy from past successful experiences. People who become big bosses are always good at summing up and learning.
The success of bull stock can not be separated from the support of theme. Many people who have just entered the market do not know enough about the subject matter, and often fall in love with individual stocks and ignore the importance of the subject matter. In fact, A-share funds are most keen on theme speculation. Many people envy that hot money can grow from hundreds of thousands to tens of millions in just a few years.
However, they can quickly accumulate principal through speculation on a subject. So, what is the theme hype? Theme speculation refers to when exciting news appears in the market, and then the funds push up the stock price through favorable conditions, and start telling stories and playing the game of passing parcels. Profit retreat at the peak of hype. Many times, the share price of such stocks has returned to the place where it came from.
Xinyi's operation style has always been his uniqueness, and it is also the embodiment of his confidence and capital. His successful experience proved his strength and vision. His story inspired many people to learn and grow from him.