Rebirth: The Financial Giant

Li Mingyang took over the information in Lu Ming's hand, opened it and looked at it. All of them were targets related to the new energy industry chain, and many of them were constituent stocks of the Tiansheng Shanghai 50 Index or the Tiansheng Shenzhen 100 Index.

Such as Biyadi, Guoxuan High-tech, Longbai Group, Tianchi Materials, Pure Lai, Foster, Anjie, Yiwei Lithium Energy, Ganfeng Lithium Industry, Huichuang Technology, Huayou Cobalt Industry, Tianqi Lithium industry, and the Ningde era, which has just been listed recently.

Li Mingyang also saw the key remarks made to Ningde Times in the material. It was included in the top ten stocks of Tiansheng Value Growth Mixed Fund, and it was one of the five major targets that the fund should be full in the second half of the year.

Boss, is this place in Ningde Times... Li Mingyang looked at the content of the material and was uncertain whether the boss had made a mistake in the data.

How can Tiansheng Value Growth Hybrid Fund be full of the times? The fund's stock is close to 200 billion. Even if it is calculated based on the current stock price of Ningde Times, it is impossible to buy all the circulating stock of this ticket.

Ningde Times is now in the continuous one-word market for new shares. The current total market value of 126.6 billion slightly surpasses the pig farm Wenshi shares, which are in the early 120 billion yuan, and temporarily ranks first in the total market value of the GEM.

But even so, Tiansheng Value Growth Hybrid Fund cannot achieve full positions. The market value of the circulating market is only more than 12 billion yuan. 10% of the fund's full position has gone to 20 billion yuan. It would be better that all the current circulating shares are not enough for the fund to be full.

Moreover, there are restrictive rules under the current system. The market value of the stocks of a listed company held by a fund shall not exceed 10% of the fund’s net asset value, and the securities issued by a fund held by a company shall not exceed 10% of the securities. These two rules Neither can let Tiansheng's value growth be mixed with the era of Cang Ningde.

Of course it's not going to be done right away. I'd rather get this target than worry about it. Lu Ming said calmly: This target will be a position-building period for the next year and a half, and it's just a matter of slowly increasing the holdings to the top 10%.

Li Mingyang nodded suddenly and smiled: The boss is very optimistic about this company.

Lu Ming also smiled and said: This target has a potential of more than ten times in three years. I am optimistic that it will become the first stock in Shenzhen, with a market value of trillions.

As soon as these words came out, Li Mingyang was shocked. Although he was also optimistic about this target, Lao Li also led a delegation to personally investigate the company of Ningde Times, but he was not optimistic about the market value of trillions.

Li Mingyang murmured in his heart: How bold a person is, how prolific they are, the boss really dares to think!

Lu Ming didn't know what he was muttering in his heart, and continued: The start of the trade war and technology war is a major crisis for the domestic high-tech industry for many people, but it is also a huge opportunity. In a sense, it accelerates the road to technological self-reliance, and makes people who have illusions give up their illusions.”

It is inevitable for the high-end technology industry chain with high interest value to break through. The two major fields of new energy and semiconductors are only the last drop this year to usher in the dawn, and we have to speed up the layout.

Li Mingyang couldn't help flipping through the materials in his hand, and there were indeed semiconductor-related corporate targets on it, Beifang Huachuang, Zhaoyi Innovation, Weir Shares, Wentai Technology, Shilanwei and Huiding Technology, etc.

In particular, Huiding Technology has additional labels, and it will start to build positions in July.

It is worth mentioning that the ticket of Huiding Technology will crash and completely disappear in the later stage. Although it is now a constituent stock of the Tiansheng 50 Index, it will definitely be eliminated later. logic.

Li Mingyang flipped through the materials and didn't see any signs of major consumer-related targets, Boss, three bottles of Maowulu wine plus soy sauce, and Anshi's shares, do you want to take it back?

Lu Ming nodded without hesitation and said, Yes, of course we have to tie it up, why not pick it up? Haitian An's Mao Wulu will definitely get together again, but not now, Mao Ti will reach a new height, let's talk about it in the fourth quarter, and add more in the future. An era of Ningde, oh yes, plus Fenjiu, in addition to drug use is also the focus. All in all, Tiansheng Value Growth Mixed Fund this year is about 20 stocks on the four main lines of drinking, driving, drug use, and chips.

Li Mingyang was sweating profusely, and holding such a concentrated shareholding also made him stay for a while. With such a big plate, who would dare to do such a thing?

Seeing his surprised expression, Lu Ming seemed to understand what he was thinking, and said with a smile, Tiansheng Value Growth Hybrid Fund has a big plate, so doing this is the best solution.

Investment targets such as Mao Ti, in terms of the return on investment due to rising asset prices, are actually not as good as the targets in the new energy industry and the semiconductor industry. There are too many ten-fold stocks in these two fields in the future. That's why it seems that the era of Ning is invaluable.

The reason why I choose to hold is because of its large size and can carry funds with super-caps. Tiansheng Value Growth Hybrid Fund has such a large plate, in fact, there are not many investment targets to choose from.

And if the holdings are too scattered, the rate of return is definitely not very good. Here, drug use, drinking and driving are rising sharply. As a result, the banking and insurance stocks are falling sharply in the same period. .

Tiansheng Value Growth Hybrid Fund is now a public fund, an active hybrid fund held by tens of millions of basic citizens. The general public does not need risk hedging methods. What they care about most is to make money.

An ordinary Christian bought a fund of 10,000 yuan, and what did he tell him to hedge risks? Isn't this a joke, it's better to put money funds such as Yu'ebao directly.

For Tiansheng Value Growth Hybrid Fund, what Lu Ming has to do is to help these Christians choose a good track, see the opportunity, and then choose the time to invest heavily, avoid the main downside risks, and let them earn money first. Of limited consideration, risk hedging is secondary.

At present, the majority of this fund is in the bond market. With the entry into the second half of the year, the funds will gradually adjust and re-enter the stock market. The plan for opening positions has also been formulated. In the third quarter, new energy industries and some semiconductors will be opened. Jiancang Liquor Pharmaceutical and the remaining part of the semiconductor target in the quarter.

...

After Li Mingyang left the office, Lu Ming also turned on his computer and paid attention to today's market news.

Today, the big A staged a thousand-share price limit, and the new energy sector became one of the hardest hit areas. The entire sector fell by more than 8%, and individual stocks were all over the limit. There were also many discussions in the market. Many people began to chat about Sheng Capital The huge deployment of more than 200 billion yuan in the new energy industry chain happened just two years ago.

In the middle of 2017, Tiansheng Capital aggressively deployed the new energy industry, and at that time it also detonated a rather strong rally in the industry.

Specifically, Tiansheng Capital invested more than 300 billion in this field.

Now exactly two years have passed, and today's stock market crash has plunged, and many people have found that Tiansheng Capital has lost money, which has triggered extensive discussions on new energy in the market.

According to the data disclosed by Tiansheng Capital itself and the information disclosure of shareholders of relevant stocks, many people dug up the news news two years ago, and roughly calculated the fixed increase cost obtained by Tiansheng Capital. After that, a figure that surprised the market was obtained, which actually fell below the cost line of Tiansheng Capital.

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