My Fintech Empire

As April entered, the imported inflation expectations deteriorated rapidly, and the high CPI data exacerbated the market's concerns about stagflation, while the central bank raised the reserve requirement ratio again, which also caused the market to usher in a two-month sharp drop.

Fang Hong also took advantage of the trend and bought several stocks in the consumer sector with the few long-term funds, including Mao Tiao.

At the end of November last year, Qunxing Capital reduced its holdings of Mao Ti’s stock, and the stock was adjusted by 20 percentage points. Fang Hong also took advantage of the trend and bought the stock when its stock price fell to 172 yuan.

I didn’t buy Maotai before because Qunxing Capital was close to the line of raising cards, but as Qunxing Capital has reduced its holdings, Fang Hong’s personal institutional account now will not exceed 5% of the line, so there is no need to trigger related transactions raise a sign.

Fang Hong's early intervention in the consumer sector by swapping positions and swapping stocks was to cope with the sharp drop in the market in the next two months.

In this case, the funds will go to the more defensive sectors, that is, the consumer sector and the banking sector. However, Fang Hong did not go to the banking sector. Although he will not lose much money, he will not make much money.

At that time, in the second quarter, public funds will lighten their positions and increase their positions in the cycle to defend against large consumption. The food and beverage sector will perform strongly, and Fang Hong will directly ambush public funds in advance to increase their positions and consume large amounts, and then dump the goods on fund managers.

But at this moment, Fang Hong logged into his personal Weibo account. Under the atmosphere of the market full of singing, he decided to sing empty words. After the five major institutions strategically invested in Qunxing Capital, he is now a village head. When I saw it, I could only pinch my nose as if I didn't see it.

After all, from the perspective of the village, the Weibo account K3478 is the operating account of Qunxing Capital, and the content posted on this Weibo is directly understood as the meaning of Qunxing Capital, not Fang Hong's personal meaning. Huayu Capital.

At this moment, Fang Hong quickly edited the content of the blog post:

[Recently, I have done some stock swaps. The long position only accounts 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. The overall operation this year is mainly defensive.

My personal view on the market outlook of Big A is generally bearish. Today, I added a thousand-hand futures empty order. The current total empty order contract is worth tens of billions. Let’s understand it directly and don’t hide it.

If the short stock index futures make a profit, I decided to use 70% of the profit from the short order for the public welfare of the education and student fund.

In addition, I have been studying overseas markets recently, and I plan to spend tens of billions of dollars overseas. 】

Fang Hong glanced at the edited blog post, and then updated the screenshots of the short futures index he held and the 30 long bids on Weibo.

He is not worried that he will be targeted for doing so. The futures index has a daily limit, and it is impossible to let Fang Hong blow up his position through an instant short squeeze. A position with 22% of assets is just a little more than two layers of positions.

The point is that Fang Hong knows his own influence. Just imagine that when God K accurately predicted the market going down, he would undoubtedly become a god again. Shareholders saw that God K favored those 30 individual stocks under the premise of being bearish on the market. Plus, the recognition is instantly full in a straight line.

Big money wants to smash his market, and the result will inevitably be washed out, because God K now has more than 30 million shareholders who follow his Weibo alone, accounting for a quarter of the size of Big A's shareholders.

This fluidity is simply terrifying.

And at this time, except for the stocks held by God K, large-cap stocks such as Mao Ti are no exceptions, as long as the dealers in those small-cap stocks are not out of their minds, they should quickly launch the market at this time instead of suppressing it.

A top stream like God K came over and overturned your brand, why don't you hurry up and go up to the top?

A large number of retail investors will rush in screaming, still worrying about not being able to deliver the goods?

In this way, it in turn strengthened God K's awesome pen. When everyone saw that God K was really awesome, the votes for the election could skyrocket, and the first time he got on the car, he made a steady profit, thus forming a positive feedback effect.

Fang Hong updated Weibo, waited for a while to refresh the page, and soon there were a lot of messages and comments.

[Front row! ]

[Understood, the warehouse will be cleared tomorrow! ]

[God K started the car again, rush, rush! ]

[Sure enough, I didn’t guess. At the beginning of the year, I saw God K’s Weibo to look forward to the market in 2011, and I felt that God K was not very optimistic about this year’s market. Today, I am directly bearish, so I can rest assured that I am short! ]

[What does it mean to say that the views are generally neutral? Doing tens of billions of short futures orders, is this called bearish? It's already empty, okay...(cover your face.jpg)]

[Almost everyone on the internet is singing bullish, God K jumps out and sings empty, and holds tens of billions of empty single contracts, which one do you believe? ]

[Tomorrow, stud ST Guoxiang... (greedy jpg)]

[70% of the empty order profits are used for educational aid? God K's wave pattern is really big! ]

[The tens of billions of empty bills are not expected by me, and 70% of the profits of empty bills are used for education and public welfare. ]

[God K, are you sure you didn't put an extra zero? Are you sure it's 70% and not 7%? ]

[K3478 Reply to thread//: I checked my eyes, I didn't put more zeros. ]

[6666666...]

[This is... shorting the market and making money, it seems that I can't find a place to spray, and I still show the market in advance... (cover my face.jpg)]

[Going to overseas markets to play? ]

...

Fang Hong's Weibo update was published, and it also sparked a big discussion in the stock market circle that day. After all, this is a rare and straightforward bearish market for God K, and it is still under the overall bullish atmosphere of the market.

And he decided that if he made money, he would spend 70% of the short order profits on education and public welfare.

In this way, not only has a wave of reputation value increased, but also the big A retail investors really can’t find a place to spray, so they should show their cards to the market in advance, those who believe can run ahead of time, and those who don’t believe can even be the opponent of God K. a lot.

When the market opened on Friday the next day, Affected by this news, the two cities opened lower. After the market opened, the market opened lower and higher. Shocked, and closed in the red before pulling up in the afternoon, and finally the Shanghai Stock Exchange Index rose +0.26% to close.

It has to be said that the influence of God K is still quite large.

After the weekend and weekends, on Monday, April 18, the market opened lower again, but it opened lower and moved higher, then rushed higher and then fell back. In the afternoon, it closed red and turned higher again, which shows that the market divergence is not small.

However, the index hit a new high amidst such twists and turns. The Shanghai stock index hit a new high of 3067.46 in the intraday session, and finally closed up +0.22% to 3057.33 points.

The two trading days after God K was bearish on the market received reds, some people had high expectations for the market outlook of Big A, and felt that God K might be wrong this time.

Well, whether it is weak or not is strong, the bulls said that they will increase their positions!

When the market opened on Tuesday, April 19th, the A-share market opened lower again. Many stockholders came in to grab funds, because these two days, the big A’s opened low and went high. Open low the next day and then copy in. Don’t make too much money.

However, today's market situation turned sharply. After the two markets opened lower, they continued to sell down without even taking a counter-draw at the opening. The stockholders who bought in in the morning were a little confused.

What about driving low and going high?

...