Rebirth: The Financial Giant

The video connection with John Bryan did not last long. The two sides cut off the connection after determining the matter and their respective interests. Both sides disliked it and did not want to chat with each other for too long.

It is worth mentioning that the Wall Street capital that has been involved with Tiansheng Capital, that is, the foreign LP members of Tiansheng Capital, not only did not suffer major losses, but also made money in the first quarter of the Y-love black swan impact.

In particular, such influential institutions as Goldman Sachs, their money is not like the big dog, and they only closed their positions after achieving substantial results recently. After the institutions of Goldman Sachs learned that the frozen money belonged to them, they used their hands for the first time. The resources in it were leveled out almost the next day.

Now it is a fact that the two sides hate each other, but it is also a fact that the boat of friendship has not been overturned and stabilized for the time being.

Lu Ming had already run out ahead of time to prepare over-commission of their money, and this part will not be paid. Lao Mei also promised to return the frozen funds, allocation rights and management rights to Tiansheng Capital, then it can be done. Keep playing together.

It doesn't matter whether you are happy or not, whether you can continue to play together is the key.

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On Monday, May 11, in today's A-share market, the three major indexes opened higher in early trading, and broke upward half an hour before the opening.

Recently, the popularity has exploded, and the most popular stock is ST Tiansheng wearing a hat.

On the first trading day after being hit by ST, not only did it not fall, but it was the daily limit, and it even topped the daily limit for three consecutive days. The shareholders of Big A were completely convinced.

Today is the fourth trading day of the stock king with a cap on ST. The stock king has finally stopped for three consecutive days, and the market is inexplicably relieved.

Today, it did not continue to top, but opened slightly higher. Half an hour before the opening, the stock price of the stock king rushed to the price of 165,083.89 yuan per share, an increase of +0.72%, which is also today's highest price.

At around 10 o'clock, the market started to fluctuate and fell after the market arose, and the stock king was also falling.

At this time, the brokerage sector was still changing, and the short-term rise was a bit, and many investors rushed into the brokerage.

During weekends and weekends, on many platforms such as stock king, forums, exchange groups, etc., teachers are eagerly deciphering the seesaw game between Big Finance and ST Tiansheng, which can arbitrage with low risk or even risk-free.

Today, the stock king did not continue to top the board, but it is time to adjust.

As if it was a signal, the investors backhandedly approached the big financial concept sector. The stock king has already gone up and the task is over. The big financial sector has been suppressed so badly in the past few days. It is time to come back, right?

Last Friday, many people came in first, and they rebounded a day earlier, but today many people dare to chase because they see that the current rebound of the big financial sector has not reached the height before the holiday, and the worst is to return. To the height before the platen, right? So even if you come in today, some will make money and set a short-term spread.

In the scumbag section, you can't even talk about dating, let alone getting married.

Can only engage in one-night stands, make a profit and leave.

But the next intraday trend has given a deep lesson to a large number of investors who want to have a one-night stand with the scumbags of brokerage companies. What is a big capital pre-judgment?

I wanted to arbitrage the spread on the scumbag, but the immortal jumped instead.

At the opening in the afternoon, ST Tiansheng turned green, but the investors who held big financial preparations for arbitrage were unable to wait for the rebound. swallowed.

This is a little embarrassing!

What about the seesaw?

Those who had the first mover advantage last Friday could run if the situation was not good today, but those who chased in today would be stunned.

Funds did not go to the big financial sector at all, but went to the whole defense and military industry, agricultural planting, auto parts and photoresist.

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In the next few trading days, the three consecutive stocks of the stock kings entered the adjustment stage, and the big financial sector not only did not recover, but began to fall, the sector fell a few tenths of a percentage point every day, and individual stocks fell by one or two points. Investors who are willing to lose out are simply tormented.

Because in the days of guarding the downfall of Big Finance every day, the track stocks continued to break through and upward, and the family who held the track stocks made a lot of money.

The semiconductor sector, new energy vehicle sector, national defense sector, medical sector, pharmaceutical sector, etc. have all reached new highs recently. The big capital did not go to the financial sector, but went to the track stock and the big consumer sector represented by liquor.

Liquor and medicine, in particular, have already come out of the deep pit that was smashed out during the successive meltdowns of US stocks in March. Not only have new highs been made recently, but there is a trend of breaking through to new highs this year.

Investors who stay in the big financial sector are undoubtedly painful, and even more unlovable.

ST Tiansheng fluctuated sideways in the five trading days this week, the stock price was running above 160,000 yuan, and the daily trading volume was in the early 40s, not exceeding 50 billion.

Such a volume can be placed in any other stock of Big A, which is a day-to-day volume.

But in the stock king, it can only be regarded as shrinking.

During this period, Wall Street's funds were continuously increasing their holdings through Lu-Share Connect, and the daily transaction volume was around 9 billion, which can be said to be receiving goods like crazy.

However, the data shows that during the five-day adjustment period of ST Tiansheng, when Wall Street was buying explosively every day, the foreign capital flow of this stock showed a net outflow as a whole.

In other words, although Goldman Sachs and Wall Street's capital institutions bought a lot, other foreign institutions sold more.

Over the course of this week, the overall net outflow of funds from the Northbound to ST Tiansheng is about -1.9 billion yuan, and the average daily net outflow is about -380 million yuan.

Among the sold-off foreign capital, the Norwegian pension fund is selling sharply, because in the institution's strategy, Tiansheng Capital's expectations and logic remain unchanged, and it is held firmly; the expectations and logic are terminated, and the sell and withdraw.

And the agency recently believed that the company's expectations and logic had terminated, and began to execute take-profit withdrawals.

During this period of time, the height was crazy, and it was just the time to evacuate.

Moreover, the liquidity of the stock king is very powerful. Even if the recent volume is not as big as last month, it can’t be compared with February and March this year, but the daily transaction scale is still not less than 40 billion, and the large withdrawal of the stock price is still Has a strong ability to undertake, can sell a good price.

However, for the Norwegian pension fund, it has already made a lot of money in this stock. The cumulative rate of return that the investment has overwhelmed it has reached +1067%, and it has exceeded 10.6 times the investment in about four years. The rate of return is quite amazing, and it is also the one that actually makes the most money among all the investment targets of the Norwegian pension fund in the A-share market.

Because the company is large and liquid, it can be held on a large scale.

The current historical high price of the stock king is 165,083.89 yuan, which is the price of the former resumption. The backdoor listing four years ago was priced at 3,000 yuan per share.

However, the company has continued to distribute large-scale dividends in the past four years, and the latest dividend has also completed the right to fill. If the dividend income is included and the rights are restored, the price of the stock king has actually come to 199,533.89 yuan per share, and the cumulative investment return The rate reached +6551.13%, which is more than 65 times.

It is worth mentioning that the Norwegian pension fund got on board during the fixed increase during the backdoor listing of Tiansheng Capital, but at that time there were very few funds on board.

After the resumption of rights, the stock king has achieved a cumulative return of 65.5 times, and the overall return of the Norwegian pension fund is 10.6 times, because the funds of the institution are not single studs.

In the past four years, the Norwegian pension fund has implemented a strategy on a quarterly basis. Basically, it will carry out a strategy of adding positions every quarter when it goes public. It executes left-hand transactions, basically buying, buying, and buying, so the overall cost is constantly increasing. Upward, but at the same time the absolute profit scale is also expanding, because the position is increasing.

Almost every long-termist who trades on the left like Norway Pension has made a lot of money. Looking back at the K-line chart that the stock king came out of, the history of any period of time was fixed, even if it was The top that is cut in half, as long as the cycle is extended to the overall trend since the listing, it is also a buy point.

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