The return of 10 billion U.S. dollars from overseas, based on the current exchange rate of 6.91, is almost 70 billion yuan. When the money reaches the country, the U.S. dollars must be converted into renminbi before it can be circulated domestically.
In addition to the existing 147 billion yuan of liquidity, Tiansheng Capital's liquidity has been released to more than 210 billion yuan. The funds returned this time have just offset the remaining 60 billion funds to be allocated to Tiansheng's small and medium-sized cap 300, and there are still more
10 billion came out.
Excluding this part, Tiansheng Capital still has about 150 billion in liquidity, which is obviously not enough to build a new energy vehicle ecosystem.
But it doesn't matter, it's not a big problem.
It is impossible to allocate such a large amount of funds at once in a short period of time. In the next two quarters of this year, another 20 billion US dollars will flow back into the country, and here it is about 140 billion yuan.
There is really no shortage of money. Tiansheng Capital's cash flow will definitely explode in the second half of the year. For no other reason than Lu Ming will take action to harvest the big-ass tickets in the second half of the year.
At the end of the year, my hand is raised and the knife is dropped, my dear, that is not a super short-term harvest of hundreds of millions, but an epic harvest of hundreds of billions.
…
At this time, Lu Ming, who was in the office, called up all the constituent stocks of Tiansheng Shanghai 50 and Tiansheng Shenzhen 100 index in the internal system, and then exported the data and created a new folder.
"A total market value of 1.12 trillion yuan..." The major core asset targets on the list of Lu Ming's documents are all blue-chip big butts, with a total market value of more than 1 trillion yuan.
There is no problem in doubling this batch of blue-chip big-ass tickets. This is based on doubling the total market value, which means a market value of more than 2 trillion yuan.
At this moment, Lu Ming's brain was thinking about how to realize the skyrocketing market value. Otherwise, the bear market would be cut in half next year and it would be a lonely game.
"It's unrealistic to sell them all. If you can sell one-third to half of them, it would be a huge success."
Lu Ming stared at the core assets above and said to himself, "It's impossible to sell them all. If Tiansheng Capital sells all the stock assets of Big A, Big A will be gone, absolutely, and the market will definitely fall below
Below 2000 points.
Because it will also affect other institutions to follow suit, this selling pressure is a bit scary.
The stock market next year is expected to be bearish throughout the year. If Lu Ming is doing something like this, the confidence of the entire capital market will be destroyed, and it may not be able to be restored in the next three years.
Obviously, Lu Ming would not do this. Tiansheng Capital holds the stock assets of Big A and will play the role of ballast for the entire capital market in the future. No matter how the market goes, the stock assets held by Tiansheng Capital in the future must have
60% of the total positions are lying in the market. Even if the market falls below 2,000 points, the total positions cannot be reduced to less than 60%.
Otherwise, there is no such thing as a ballast stone. As the scale of assets managed by Tiansheng Capital grows larger and larger, it will naturally have to play the role of defender in the capital market. It is impossible to make big incomings and outgoings.
Just imagine, what will be the consequences if Tiansheng Capital has a large inflow and outflow of several trillions of funds in the future?
The consequence is that when Tiansheng enters the market, it will be a bull market, and when it leaves the market, it will be a bear market, with skyrocketing prices rising and falling.
Is that okay?
Management will never allow such extreme conditions in the market.
At this time, Lu Ming stared at the form information and muttered: "Even if one-third of the market value is cashed out and turned into real profits, it will still reach 750 billion yuan. An announcement will have to be made to reduce the holdings. This is a big problem..."
Once you become famous and influential, it will be troublesome to run away at this time.
Everyone is staring at you, trying to get away from you?
In the current capital market, a group of people already regard Lu Ming as the market's weathervane, and if nothing else happens, more people will regard him as the market's weathervane and barometer in the future.
If Brother Yi wants to reduce his holdings so frantically, how will the market interpret it?
The answer is self-evident.
As soon as other people see the announcement of reducing their holdings, they will definitely smash the market and run away first.
A little nerve-wracking!
At this moment, Lu Ming's eyes lit up, he snapped his fingers and murmured to himself: "Yes, this is the only thing we can do..."
The way Lu Ming thought of was to transfer it to LPs such as social security funds, pension funds, and Chaoyun Trust for a fee. If the LP institutions that took over the deal did not want to actually take over the deal, they had to meet two prerequisites.
The first is that the LP institution and its concerted parties acting in concert cannot account for more than 5% of the shares in the relevant stocks that are being taken over. The second is that the LP institution that is taking over the transaction and Tiansheng Capital cannot be concerted parties.
If it is a person acting in concert, even if the stock assets are transferred to the LP, a shareholding reduction announcement will still be issued when the secondary market sells off.
It is obvious that Lu Ming has circumvented the rules of holding reduction announcement.
Tiansheng Capital transfers assets to LPs for a fee and does not go to the secondary market, so it will not cause too much selling pressure on the secondary market. Moreover, the market at that time was in an irrational surge stage. This was a shipment.
time window.
Some people may realize that something is wrong, but the market as a whole will interpret it as institutions are running into the market, and Lu Ming is sharing profits with his LPs. It will also interpret it as how could these large institutions lose money?
If they dare to take over at this position, this is the cost line and support line, which means that the market has just begun and there is still room for growth in the future.
At that time, the entire market was advocating "bigness is beauty, core assets", and they were advocating that core assets would rise forever, there was no end, and the sky was the end.
Since these LPs are not persons acting in concert with Tiansheng Capital, the stocks they hold do not exceed the 5% reduction requirement to be announced.
Then you can secretly ship and distribute chips while the market is boiling.
Tiansheng Capital indirectly completed the sell-off, converted the market value into real gold and silver profits, completed a large-scale arbitrage operation at the annual level, and made an astronomical figure.
After the LPs have almost finished their investment, Tiansheng Capital will carry out the final finishing work and issue a formal announcement on the reduction.
This announcement is the nuclear button. It will smash the market directly. It will be used without any hesitation. It will not give any market funds any time to react. Whether it is foreign capital, hot money or small retail investors, they will all be trapped!
Either cut off the flesh, or just stand guard on the top of the mountain!
This matter has been decided for the time being. The specific situation will depend on how it goes in the second half of the year. The first half of the year has not yet been completed. The current focus is on the layout of the new energy vehicle ecological strategy and the Tiansheng Small and Medium Cap 300 matter.
It is foreseeable that the Tiansheng Mid-Small Cap 300 Index has now completed more than half of its position building goal, and will not surprisingly complete all of its position building goals of around 150 billion yuan by the end of the month.
At that time, the three major indices of 50, 10 and 300 compiled by Tiansheng Capital and their constituent stocks will also be publicly launched.
Not surprisingly, small and medium-cap stocks will definitely see a rebound.
But even so, the downward trend of small and medium-sized stocks will not be reversed logically because of Lu Ming. There are too many junk companies, and even Brother Yi cannot save them.
Because Tiansheng Small and Medium Cap 300 only selects 300 constituent stocks, but there are more than 2,500 small and medium cap stocks among the more than 3,000 stocks in the two cities. What to do with the other 2,200 stocks?
The answer is obvious, it is just a rebound, and it will still fall after the rebound is over.
The new energy sector is currently in decline. Unsurprisingly, as Gao Hua begins to make strategic investments in the dozens of upstream, midstream and downstream companies in the new energy industry selected by Lu Ming, it will definitely lead to a major reversal in market sentiment, and the market will be out of control.
A strong rising trend will last for several months. The entire sector is expected to increase by at least +45%, and some stocks are even expected to double.
Especially for companies that Lu Ming named for strategic investment and have already been listed on Big A, such as Ganfeng Lithium, Tianqi Lithium, Huayou Cobalt, etc., it is no problem for their stock prices to double or even several times.
The market will definitely be crazy about new energy, because Tiansheng Capital is really spending money. Hundreds of billions or even hundreds of billions of funds are being poured into the primary and secondary markets.
This expectation is so strong that the stock prices of the relevant listed companies selected into the "Tiansheng Series" cannot be suppressed.
At present, Qi Wei is following Lu Ming's request to cash out the funds from the foreign exchange market and at the same time shorting the U.S. dollar index. A group of Wall Street bosses have noticed that there is a special hot money in the international foreign exchange market that is making money crazily in the U.S. dollar foreign exchange market, and they have begun to do so.
Meet to discuss the situation.
And the owner of this hot money is surprisingly Lu Ming!
