Chapter 123 [One Brother Man Cang Sings Too Much (4600 Months)
The opening of the first trading day after the holiday shocked the majority of investors. The market gapped down by -2.87%, which attracted a lot of curses from investors, saying that cancer stocks were hopeless.
What I have to say is that after experiencing the flash crash in January of the new year, the majority of small and medium-sized investors were like frightened birds. Seeing the flash crash-like start of the market, they were so frightened that they ran away before even picking up their pants.
However, the decline in the first five minutes of the morning session was just a fake move. Five minutes after the opening, it began to fluctuate all the way up. In the afternoon, it was close to turning red, which made the people who cut the meat in the early session get angry and curse again.
"Big A is a joke!"
"Just work honestly, you can't make money in the stock market."
"It's hard for stock investors. It's hard to lose money when it goes up or down. It's hard for stock investors. It's hard for stock investors. They worry about it all day long. If you try to get high, you can get stuck with low. If you get stuck, you can't run away. If you run away, he will run away too. I want to run away.
He called back."
"Cut the leek, what is life like..."
"Tonghuashun is the most expensive mobile game I have ever played, bar none...[Death Smile]"
“The hottest market in the world, bar none.”
"The biggest feeling after five years of stock trading is that you can only lose money by trading in the stock market. If you have a lot of money and nowhere to spend it, you can just invest in the stock market and throw away the money. Working-class people must not enter the market. Really, big A can't afford it and throw away all their hard-earned money."
Inside, you can’t share the dividends of enterprise development at all, alas..."
"Wori, why is the lithium battery sector soaring today? What's going on?"
"Yiwei Lithium Energy has reached its daily limit, Ganfeng Lithium has reached its limit, Huayou Cobalt has reached its limit, Longji has also reached its limit, Xiamen Tungsten has reached its limit, Tianchi Materials has reached its limit, Beifang Huachuang has also reached its limit, and semiconductors
It’s also moving strangely.”
"Wow, the five tiger generals under Tiansheng Enchantress all raised their daily limit at the end of today. What happened?"
"What the hell are the Five Tiger Generals?"
"Haitian An's Mao Wulu, Tiansheng Value Growth Mix has five major holdings, but Brother One has already liquidated his position. Is Brother One wrong?"
"Brother Yi is probably very depressed. Except for BYD, all the top ten stocks he holds are at their daily limit. This..."
"Brother Yi is not a real god after all. It's finally time for him to be free."
As the market closes today, investors in the Tiansheng Value Growth Hybrid Fund are discussing it in the exclusive fund message area under the fund platform. They all express that it is very uncomfortable to be short.
But having said that, investors in Tiansheng Value Growth Hybrid Fund are generally very optimistic, because this fund continues to rise, and retracements are basically good opportunities to add positions, so basically they make money.
, the difference is a matter of earning more and earning less.
Even investors who were in a state of floating losses were very calm. Firstly, the floating losses were not many points, and secondly, they were very confident in Lu Ming's trading.
As long as it's not my dear Manager Li who takes the position, it's easy to say.
Lu Ming has actually gained a group of fanatical followers, who regard him as their faith. Although there are still very few such people, their trust in Lu Ming is blind.
Half an hour after the market closed, Tonghuashun Consulting, Securities News, Financial News and other media announced a news at about the same time, which once again attracted the attention of the capital market, and also made Lu Ming's fans and Tiansheng's value grow.
The comment section of the mixed fund exploded.
[Tiansheng Value Growth Hybrid Fund will enter the market with full positions through block trading after the holiday. Will the top public fundraiser no longer bearish on the market?] - "Financial Associated Press"
[Crazy! Tiansheng Value Growth Hybrid Fund bought these 17 stocks!] - "Souhu Finance"
[Block Transactions: Tiansheng Value Growth Hybrid Fund and the seller have reached a written agreement on the price, quantity and other related matters of block trading stocks during the holidays. A total of 1,021 block transactions, with a total transaction volume of 37.8 billion yuan, it is reported that all block transactions will
All transactions were completed at 15:30 pm on February 29th.]——"Tonghuashun Information"
As soon as the news came out, many investors and Christians were in an uproar, calling him a good guy.
The details of the 17 individual stocks and block trades, as well as the average position price, are announced. Block trades do not go through the secondary market, so they basically have nothing to do with retail investors.
But no matter how you say it, this shows that Lu Ming, as an institutional investor, is strongly optimistic about those 17 varieties. It is naturally good news for those 17 stocks. This is a real good thing. The first brother is here to pick up the market and carry the sedan chair. It is still a stud.
The kind of hard work that fills the warehouse.
All major securities newspapers have reproduced the latest position details announcement disclosed on the official website of Tiansheng Fund Company. It is a clear statement. Large transactions are all given a premium, and the willingness to be bullish is self-evident.
Haitian Weiye (10%): 81 large transactions, with an average transaction price of 29.06 yuan
An's shares (10%): 89 large transactions, with an average transaction price of 58.95 yuan
Maoti (10%): 77 large transactions, average transaction price 207.92 yuan
Wuliangye (10%): 92 large transactions, average transaction price 25.17 yuan
Luzhou Laojiao (10%): 96 large transactions, with an average transaction price of 22.25 yuan
Hikvision Microvision (9%): 83 large transactions, with an average transaction price of 27.99 yuan
Zhaoshang Bank (8%): 77 large transactions, average transaction price 15.02 yuan
Yili Shares (7.3%): 66 large and medium-sized additions, with an average transaction price of 13.76 yuan
…
The 17 varieties are all the real core assets of Big A, either the current core assets or the core assets in the future. Lu Ming is naturally not afraid of the obvious. If all the top ten stocks here suddenly collapse, Big A will basically have to go.
If you dive below 2000 points, there will be no living people anywhere else.
Even if you die, you must die on the dragon's head.
But obviously, it is absolutely impossible for the market to crash below 2,000 points, because international short positions have long ebbed, which means that short-term risks have been fully released, and the market has no reason to fall, it can only rise.
Moreover, there is no rule that large-scale transactions must be locked up for half a year and cannot be transferred. In other words, Lu Ming can run away at any time, and the 17 targets all hold more than 5% of the total equity. There is no need to issue a reduction announcement when running away.
.
As for the future trajectory of locking up positions for half a year for large-scale transactions, that is a matter for the future.
"No wonder all the 17 targets have reached their daily limit, and all large transactions are at a premium. One brother is carrying the sedan chair. He is so bullish on these tickets."
"Wori, I was in BYD, and I didn't see Baby Di. Didn't I see that Brother Yi was clearing out BYD? Oh, it's all over, let's eat noodles tomorrow!"
"No, why are you so surprised? Tiansheng Yaoji also owns Yiwei Lithium Energy, Huayou Cobalt Industry, Ganfeng Lithium Industry, etc., which shows that she is still optimistic about new energy."
"Gan! The combined positions of several new energy sources are less than 5%. I even doubt whether they are used to make up the numbers. It's too unreliable. I'll run away tomorrow."
In fact, among the 17 targets selected by Lu Ming, the ones with the highest price increases were those small stocks with light positions. Tianchi Materials, Huayou Cobalt, Ganfeng Lithium, and Beifang Huachuang all doubled in half a year.
shares, more than doubled after the restoration of rights.
Lu Ming also wants to invest heavily in them, but the problem is that they are all small tickets. For example, Beifanghuachuang, which can soar to hundreds of billions in five years, has a total market value of only seventy-eight billions. Tiansheng Value Growth Hybrid Fund can buy four at will.
If it’s 500 million, I’ll raise my sign directly.
Although it has now switched to value investing, in order for Tiansheng Fund's net value curve to develop a perfect upward channel trend that runs through bulls and bears, the daily T level is no longer done, but the quarterly and annual T levels are still required.
made.
A stock like BYD that will be on a downward trend for the whole year in the future will naturally have to avoid risks and at the same time improve capital utilization.
Another example is the bear market like 2018, when white horse stocks fell throughout the year. Haitian An's Mao Wulu couldn't bear it and was cut in half. If we don't do big T, it will be impossible to run through the bull and bear market and let the fund get out of the independent fund bull market.
…
(Ps: The 1st update will be redeemed after the 4000 monthly pass. There is another update to redeem the 4600 monthly pass. The monthly pass has finally been settled. It is not easy.)
