Rebirth: The Financial Giant

After the market closes, the stock market gods from all walks of life are analyzing the current market situation. This market situation will not be able to fix a large number of investors. Isn't it said that the endless six musts, seven overturns, eight downs, nines and ten empty?

It was true that it went down in early August, but it turned around immediately, and it was still more than half a month before September.

Did you react in advance?

Major financial media are reporting that the total market value of Tiansheng Holdings has surpassed Penguin, and Lu Ming's personal worth has also reached a record high, with 1.56 trillion yuan, or about 228.7 billion U.S. dollars, ranking first in the world's richest man. And left second-place Jeff Bezos far behind.

After Tiansheng Holdings reached a total market value of 2.8 trillion, a large number of securities companies and investment research analysis institutions have seen more than 3 trillion.

The analysts under Ashin are the most unrestrained. Soon after the close, they published a research report again impatiently, and raised the rating of Tiansheng Holdings. The target price is 43,750 yuan, that is, the total market value is 3.5 trillion yuan.

In the process of causing a heated discussion in the market, controversy also followed.

Many investors have sighed, why there are banks with a market value of trillions, insurance companies with a market value of trillions, and even liquor companies with a market value of trillions, and now there are non-bank financial companies with a market value of nearly 3 trillion. Why? There are no trillion-dollar tech companies.

Investors who believe in technology, in particular, have undoubtedly endured tremendous suffering and pain this year. The non-bank financial company Tiansheng Holdings is rushing to the total market value of 3 trillion, but the technology companies here are steadily pressing Dead on the floor, constantly breaking down the line.

But then again, when Big A has a technology company with a market value of trillions of dollars, there will definitely be a voice in the market that starts to complain about the technology bubble.

Some things in this market are always changing, while some things remain the same. What remains unchanged is the greed and fear of human nature.

For this week's market rise, Lu Ming didn't actually do much actual promotion. To say that he was influenced by him, at most he said on his personal social media that he would pay dividends and guarantee a minimum of 12 digits.

This week's rising market, the main capital is not Tiansheng Capital, but other large institutional funds.

Most of the retail investors in the market did not clearly see the logic of the big brokerage's rise, but they certainly couldn't hide from Lu Ming's judgment.

Obviously, the funds are to cut the flesh of the people who force the big technology sector, and by creating a double-heaven market, the funds lurking in the technology stocks are forced to chase the brokers.

Then the main force of big capital can get the chips in the technology sector. As for why they are rushing to raise technology stocks, the logic is also very simple. Nine out of 10 of those well-informed institutional big capital know that the future Z strategy will tilt resources to the high-tech industry. .

Therefore, the market reacted one step in advance and said, through the pull of Taiwan University Finance and securities companies, the funds were cut from the technology sector and rushed in this direction, and they were sneakily picking up bloody chips behind their backs.

After one or two months, play another wave, and after three or four months, the chip collection action is almost completed.

At that time, the brokerage will smash another wave, and both ends will be harvested, which is perfect.

And the leeks are exhausted on both ends, and they continue to lose money like this.

As for Tiansheng Capital, since 2017, it has been betting on big technology sectors such as new energy and semiconductors, so this week's market pull Taisheng Capital almost did not move, because there is no need to move, for Tiansheng Capital, now it is Hold the floor price chips and wait for the market to lift the sedan chair.

With the passage of time, the domestic and foreign capital markets have ushered in positive gains one after another. The big A here has just continued to rise to activate the market atmosphere, and the peripheral markets are also strong today. The US stocks on the other side of the earth opened that night, and the three major US indexes opened higher. , of which the Nasdaq hit a record high of 7,933 points, and the S\u0026P hit a record high of 2,872 points.

The external market is stable without major problems on the last trading day of this week. After all, Big A has a tradition of following the fall. It is optional to follow the rise, but the follow-up is to accompany it to the end. At least the performance of the external market has relieved the shareholders of the Big A. .

...

Weekend afternoon tea time.

At home, Lu Ming is paying attention to the information summary this weekend and weekends, and is reading related news at the moment.

Looking at the weekend, almost all the news that is good for the market can be said to be one after another. At this moment, Lu Ming is seeing the statistical monthly report data released by the National Depository and Clearing Co., Ltd. a few days ago.

The data shows that as of the end of July 2018, the amount of debt custody of foreign institutions in the company reached an astonishing 1,354.077 billion yuan. While continuously breaking new historical records, the chain increased by 58.222 billion yuan from the end of last month, which is already a continuous 17th month increase.

Some industry analysts believe that although the recent decline in the interest rate of RMB bonds and the depreciation of the exchange rate may affect the investment rhythm of foreign investors in the future, the general trend of foreign capital inflows into the domestic bond market will not change.

Another piece of news that Lu Ming is very concerned about is the information just announced recently, that is, the first batch of pension target funds approved by 15 companies took the lead in obtaining the approval, and Tiansheng Capital was among them, and the share received was 15 the most among the companies.

This is not an accident, but reasonable.

After all, Tiansheng Capital's profitability is there. So far, it has maintained an annualized +165% high return on investment. Such a god-level income is no longer Lu Ming begging to find LPs, but LPs come to the door and beg Lu Ming's men. their money.

Tiansheng Capital hardly accepts new members of LP institutions now. Lu Ming really wants to collect more money, so with his current momentum, raising two or three trillion is not a problem at all.

The reason why we don't charge is not because we can't manage so much money, but because there are not so many leeks in the world, which will reduce the return on investment.

It's not good to cut too hard all at once. Lu Ming will still choose to eat a full meal.

However, pension funds and social security funds are rare exceptions. Most of the funds from here will not be rejected by Lu Ming.

It is no exaggeration to say that the other 14 companies that have obtained the approval are opportunities given to them by the pension target fund, while Tiansheng Capital’s approval is an opportunity for the pension target fund to invest additionally.

This news has also attracted market attention. Many industry insiders said that the market has been in the bottom range recently. If the pension target fund can be approved soon, it will also bring real long-term funds to the market.

This is indeed true. Big A has been bearish this year, and it has fallen from 3587 to a minimum of 2700 points. Individual stocks have been cut in half, and it is almost the same to kill valuations and kill bubbles.

The market is only short of the last round of slumping. For investors, it doesn’t really matter which variety to choose now. What matters is a word, which is also the most difficult hurdle.

...

With the continuous good news over the weekend and the excitement in the market, Big A ushered in the first trading day of the new week.

As soon as the market opened today, the brokerage sector, which investors are most concerned about, opened low, which made the frowns of those who chased in on Friday, but after the market opened, it began to rush up, and the trading volume was also quite active. Investors frowned again loose.

I thought to myself: Goubi’s main force opened lower and threatened to chase up the capital, and was almost scared away. Fortunately, the labor qualifications stopped.

The transaction of Tiansheng Holdings is also very active today, but the stock price has not risen sharply. The transaction volume of the entire brokerage sector continues to be heavy today, but it seems to be quite strenuous to rise.

In the face of this discrepancy between volume and price, the lack of a rise in volume and price has made many investors who chased up last Friday a little worried, because there is no cost advantage, just a first-mover advantage.

In the end to go or not, many people are very confused.

Don't go, this price is a bit wrong, it's like the main cover.

Let's go, I'm worried that this is the main force to create panic, and it is very likely to miss the train of the main brokerage company Shenglang.

Fear and greed are intertwined in my heart at this time. As time passes by every minute, the investors who are chasing the price finally decide to gamble. Especially in the past few days, the heavy volume has risen sharply, and the main funds have obviously entered the market. And it's also at the bottom of history. What's there to be afraid of?

Besides, it is more dangerous to get out of the car at the breakeven now, in case of a big rise and then chasing the rise later, it is better to have a relatively cost-effective layout.

As a result, most of the people who chased the market continued to find reasons for the pattern, and after being comforted in their hearts, they finally chose the pattern today.

...