Chapter 1009 [The king of stocks leaves the customs]
Recently, news that is good for Tiansheng Capital has been coming one after another. First, it was removed, then the first quarter report was disclosed and a time was given, and now such a blockbuster news has been revealed.
A large number of people were a little confused. Why are there so many global institutions rushing to "give money" to Tiansheng Capital? The 1.16 trillion U.S. dollars in the previous batch were frozen by the old beauty C, and they still need to give away
?
Moreover, there are rumors that Lu Ming tricked a number of foreign LP institutions and asked them to advance money, which resulted in the frozen money all belonging to foreign LPs.
This is still sending money like crazy!
I can’t figure it out!
I really can’t figure it out!
The exposure of this news seems to have given Tiansheng Capital a good explanation for its recent upward trend. No wonder the company's stock price has risen by more than +80% in the past three months.
However, Big A investors like to predict. When all kinds of good news come out, they always feel that the good news will be realized after Tiansheng Holdings decapitates and resumes trading on July 1, so it should actually be negative for the A-share market.
There is a proverb in the market: if the high position is good, run away; if the low position is negative, hit hard and rush.
All in all, investors are afraid of high prices. They always feel uneasy when looking at the price of the top stock, and always feel that it will collapse that day.
But then again, since the backdoor listing of Tiansheng Capital, especially the trend in the past two years, it has been at a high level at that time at any stage. Even the adjustment since the peak of 3288 points in April 2019 has not
More than 30% retracement.
What’s even more astonishing is that if you open the K-line chart of Tiansheng Holdings and switch to the quarterly level graph, you will see that since the backdoor listing, 18 quarterly K-lines have been drawn so far, all of which are red.
It can be said that the stock kings were at a high level in any quarter in the past.
No matter what, there are various market analyses, speculations, and interpretations. Whether the high price is good for cashing out shipments, or whether it is good for the upside, we will know after the resumption of trading on July 1.
…
June 28.
Big A will open tomorrow, and another big news came out today.
Authoritative sources said that the Supervisory Commission plans to issue securities dealer licenses to commercial banks, or will select at least two major commercial banks to set up pilot securities dealers.
In fact, as early as 2015, the village chief stated that within the current legal framework, he would study the matter of commercial banks and other financial institutions applying for securities and futures business licenses on the basis of risk isolation.
As soon as this news came out, some interpreted it as negative, while others interpreted it as positive.
If banks can also participate in stock trading in the future, it will definitely be good for the market. Just move your savings. This is the logic of people who think it will be good for the market!
Those who think this is bad for the market believe that it will be bad for the securities industry in the short term, especially for small securities companies. If commercial banks can participate in trading stocks, it will accelerate the concentration of industry resources to leading securities companies, which will be detrimental to banks that have obtained securities dealer licenses.
It's definitely a good thing, as it gives you the opportunity to start new business.
Throughout the Dragon Boat Festival, there is both bad and good news.
…
On Monday, June 29, the A-share market finally ushered in its first trading day after the holiday.
Returning from the holiday, Big A opened low and moved low today. After the opening, it fluctuated and adjusted lower throughout the day. The Shanghai Stock Index finally closed down -0.61%, at 2961 points.
The focus today is that the brokerage sector jumped short and opened low, and staged a straight dive after the opening.
This wave of decline was driven by the market itself. To put it simply, most people connected today's decline with the news that some banks issued securities dealer licenses, thinking that this was bad for securities companies.
What I have to say is that this news frightened many retail investors who had already gotten on the bus and lurked. They handed over their chips at the bottom and basically fell before dawn.
Today the securities sector index closed down -1.07%. It’s just that the sector index does not seem to have dropped much, but looking at the individual stocks inside, it is already wailing. Except for the suspended stock king, other brokerage stocks have all turned green, Zhongtai Securities, Zhongtai Securities
Yin Securities and Hajiaoke fell to the limit, and more than half of the stocks in the sector fell by more than -7%.
The securities index only fell by -1.07%. This is because there is a big A super stock king in the sector. Tiansheng Holdings has a market value of 15 trillion based on the closing price before the suspension. There are more than 40 other securities companies in the sector.
The combined market capitalization can exceed 3 trillion, and the weight ratio of the stock kings in the sector has reached an insane 83% or more.
It can be said that with the current weighting ratio, all other securities companies' stocks have dropped to the limit, and the securities sector index has only closed down -1.67% when the stock king does not rise or fall. All the stocks of the securities sector have dropped to the limit by 2 points.
On the contrary, if the stock king rises by one point now, it can contribute +0.83% to the increase of the sector index.
With the current market capitalization of the stock king, if you want to play a seesaw game with it, even the three financial fools may not be able to do it.
It is worth mentioning that the offshore exchange rate of the RMB against the US dollar has strengthened significantly today. The direct factor is the news of 1.31 trillion US dollars announced by Tiansheng Capital. Moreover, in the medium and long term of the strengthening of the RMB, there are also expectations of stronger foreign trade this year and next. This
Lu Ming had already interpreted and judged this at the annual shareholders' meeting.
Whether foreign trade is strong or not, we only need to wait for the latest economic data to be released to know.
…
Tuesday, June 30th.
Tomorrow is the day when the stock king takes off his hat and resumes trading.
After being green after returning from the holiday yesterday, today's Big A seems to be paying respects to welcome the stock king. The market opened higher and moved higher. The Shanghai Stock Exchange Index hit a new rebound high. After noon, the securities sector directly reversed the package after yesterday's plunge.
repair.
The stock king is about to leave the market, and the younger brothers in the sector are red and happy. It is time to rise today, and they must give face to the boss.
At around 13:30 in the afternoon, the daily limit of Everbright Securities was adjusted for two days. Later, Dongcai and Xingye Securities also reached their daily limit, and Zhaoshang Securities also rose by more than 8 percentage points.
However, for Dongcai and Xingye Securities, the former exploded when it hit the daily limit, while the latter exploded within six or seven minutes of being closed. Later, it was blocked again and then exploded again, and then it was never closed again.
Everbright also exploded once in the late trading, but it was successfully closed later and was blocked until the close. This ticket has three boards in six days, and has already achieved an increase of +45%. It is undoubtedly the leader of the brokerage sector, and the temperament of the dragon has moved towards
The entire market diverges.
In terms of the broader market, today the Shanghai Stock Exchange Index closed at 2984 points, up +0.78%, and both Shenzhen and small companies rose by more than +2%. The index rose well, and the market made money. The number of stocks reached the daily limit of 100.
But it’s still an old problem, measuring energy!
Today there is still an immeasurable rise. In addition, the stock king has not left the market, and the volume and energy have been greatly reduced.
This is also where most investors have always struggled. The index has reached the end of the rising wedge, and the upper track is close to 3,000 points.
However, because there is always no limit, technical players still guard against false breakthroughs and pay extremely close attention to the relationship between volume and price.
Technical analysts are very concerned about this 3000-point attack, because in their view, this 3000-point is a super-critical and super-level pressure line.
The time period of this trend pressure line spans 17 years, starting from the big A universe top of 6124 points in October 2007, to the 4184 top in July 2015, and the 3587 top in January 2018.
There were 3,288 tops in April 2019, 3,127 tops in January this year, and 3,074 tops in early March.
These six periodic top highs all hit this super downward trend pressure line. Since the emergence of this pressure line, the first attempt to break through failed in January 2018, and failed to break through in April 2019. At the beginning of this year,
Breakthroughs also failed in January and March.
In the current market situation, the market index has come near this line again, and at the same time it has superimposed the special point mark of 3,000 points, which is also the fifth attempt to break through.
Almost all the technical analysis players in the market are paying close attention to it. A really effective breakthrough is a big market trend, and the trend funds outside the market will accelerate to enter the market.
Tomorrow is the key among the keys. It is superimposed on the important day of July 1st, and it is also the day when the stock king takes off his hat and exits.
Everyone knows that whether this fifth breakthrough can be effective depends on the face of the stock king, and it is the decisive factor. Only when the stock king reaches a record high, will the market be able to reach 3,000 points again and effectively break through.
Because the current market value of the stock king is 150,000 yuan, and the total market value of the entire Shanghai Stock Exchange Index is 52.21 trillion, the stock king accounts for 28.73% of the weight ratio. This is the fundamental reason why its rise or fall will directly affect whether the entire A-share market goes up or down.
Finally, with the huge expectations of the entire market, Big A entered July 1st. The first trading day of the second half of the year came as scheduled. The stock king also officially exited. Investors from all walks of life were paying attention. The market outlook of Big A is bullish or not.