Chapter 279 [Market panic sells down (invitation letter for reminders)
All the stock gods and big V’s started to bet on the news.
The trapped investors saw the negative and pessimistic sentiments all over the sky, and the big V’s went crazy and sang short. Many of the stock commentators who were bearish on the market also wrote articles to popularize the meaning of the U.S. dollar’s interest rate hike.
What these articles roughly mean is:
This is a way for Chinese people to use the cyclical fluctuations in the U.S. dollar to reap the financial benefits of the world. The trick is to raise interest rates on the U.S. dollar, which means that U.S. dollars from around the world will flow to North America, causing asset prices in the places where U.S. dollars flow out to plummet, while U.S. dollars returning to North America will
It is to flee with the profits from the whole world to complete a harvest;
Then, through large-scale water release, US dollars flowed from North America to all over the world and were able to wildly buy core assets around the world at floor prices. The hegemony of the US dollar has repeatedly harvested the world.
It is indeed true to say that, this is how the United States collects the wool of the world.
Therefore, the trapped investors who originally wanted to pretend to be dead suddenly lost control and were afraid that the stock price would continue to plummet or even be cut in half.
The remarks made by the big Vs are too sensational. They say that as long as the U.S. dollar raises interest rates, it is a clarion call to harvest profits from around the world. Don't have illusions and take chances. If you don't want to be harvested by the U.S. dollar, you must withdraw decisively.
"I'm panicking, I'm panicking, I'm really panicking! I want to cut my flesh again. I'm addicted to it. What should I do?"
"Cut it off, it will last forever!!"
"It's better to cut off a dozen or so points at most than to be cut in half."
"Now withdraw funds from short positions and wait. After the plunge, you can make more money by buying core assets at the bottom. It doesn't matter if you lose more than a dozen points now. You can make it back by buying the bottom."
"It makes sense when you think about it."
…
So the retail investors who had just bought the big butt of the blue chip began to reluctantly cut their flesh with the knife...
On Wednesday, December 13, after the Federal Reserve announced an interest rate hike, on the following Thursday and Friday, the Big A fell for two consecutive days in search of a bottom, and the Shanghai Composite Index once again fell below 3,300 points.
It is worth mentioning that as early as the beginning of December, funds from the north experienced substantial net outflows for four consecutive trading days. Obviously, foreign capital had long known about the U.S. dollar interest rate hike and ran away in advance.
After the news of an interest rate hike was confirmed on Wednesday and the market plummeted, foreign capital was net inflowing to buy the dip.
What I have to say is that during this period of time, the market was in and out of the market, and investors were repeatedly harvesting headless investors. It was really going back and forth, repeatedly, and the management had no good way to use short-term arbitrage such as foreign capital.
Because foreign capital is operating high-quality blue-chip stocks with a market value of hundreds of billions, and the scale of foreign capital's operating capital for a single stock of these blue-chip stocks is more than one billion, you cannot say that it is manipulating the market, because funds of more than one billion cannot do anything.
Impact on such a big plate.
However, foreign capital is indeed using its influence and the influence that the market regards as "smart money" to drive more market funds to influence the rise and fall of stock prices to help them carry the sedan chair.
When foreign capital buys a certain stock in large quantities, everyone sees that foreign capital is optimistic and refers to the fact that the stocks bought by foreign capital in the past are indeed rising. Driven by interests, they naturally pursue it. Therefore, the stocks bought by foreign capital can be favored by a large amount of funds in the market.
The stock price was quickly pushed up.
Foreign capital made a certain amount of profit and then sold off. When the market saw that the backbone of foreign capital outflow was gone, it quickly dispersed.
The stock price was knocked down, and foreign investors bought the bottom again, and they were reaped again and again.
A small group of investors in the market have profited from this, but there are always more unlucky ones being harvested, and these harvested people are not foreign investors, but domestic investors.
On the surface, it seems that it is driven by the rhythm of foreign capital, studying and taking advantage of domestic investors' pursuit of foreign capital to harvest, but the deeper logic behind it is still the irrationality of domestic investors and their psychology of getting rich suddenly.
This group also includes some smart domestic harvesters. These people are also well aware of the mystery, but they pretend to be confused and follow the foreign capital to harvest the real confused and unlucky people in this market.
Lu Ming is naturally paying attention to the recent trends in the domestic capital market. The U.S. dollar interest rate hike has triggered strong market bearish expectations for the market outlook. After the news was disclosed, the market fell for two days in a row.
In Lu Ming's eyes, during this period of time entering December, no matter whether it is small or large retail investors, large or small hot money, or foreign capital, they can jump again and again.
What will happen if foreign capital repeatedly cuts leeks now?
Lu Ming only needs to take action once, kill them all with the knife in his hand, and let foreign capital cover the profits for a while, no big problem!
…
Tiansheng Capital Headquarters, President's Office.
Today is Friday, December 15th. It is already after the market opens. During this period, the investment research analysts under Tiansheng Capital have not published any research reports. They are suppressed by Lu Ming. The greater their influence, the more they cannot be used casually.
.
But today Lu Ming approved the publication of a research report by his analysts, which can be regarded as for the investors who are destined in the market. To say the least, some people should make money. Although most people cannot make money, but
If you can't make money, then no one will play Big A in the future, and the market will have no liquidity.
This is not possible, some people have to be allowed to really make money in Big A.
At this moment, Lu Ming is reading the research report analysis released by his company's analysts after today's close:
[…The Shanghai Composite 50 Index surged higher and fell back as expected, and the white horse stocks that had experienced larger gains in the first three quarters experienced a collective correction. In the short term, such products have entered a period of shock, but the upward trend at the weekly level is still there. As a mid-term
Long-term investors still have the layout of some low-valued white horse varieties, which requires everyone to conduct in-depth research on the fundamentals.
At present, there is no problem with the performance growth of listed companies that restricts the rise of the stock market. The endogenous driving force for the stock market's long-term consolidation and upward movement is still there and is strong. However, the white horse blue chip stocks that have grown too much in the first three quarters have experienced a certain degree of correction. We believe that this
This kind of correction is also normal, and some of the industry leaders with low valuations will still continue to enter the upward channel...]
This research report has made it very clear. The market for blue-chip big-ass stocks is not over yet. It has just been rising in the first three quarters. It has been rising for a while. After getting tired, it will continue to rise for a while.
But the interesting thing is that not many people believe it, very few.
The market sentiment on the scene was caused by the rise in U.S. dollar interest rates. People were panicked and everyone was in danger. What they were thinking about was to evacuate quickly to avoid being cut off by the Chinese people.
The consistency of the market's bearishness is very strong nowadays, and the market's weekly level is also quite scary. It has already had 5 negative lines at the weekly level in a row. At the same time, Tiansheng Holdings' weekly level has also had 5 negative lines.
.
Basically, the trend is similar to that of the broader market. It can be said that the trend of Tiansheng Holdings is the same as that of the broader market. The difference is that the upward momentum is stronger than the broader market, and when it falls, it resists the decline better than the broader market.
So on the whole, Tiansheng Holdings has greatly outperformed the market. The Shanghai Stock Exchange Index has been struggling for two years and is still trading at more than 3,200 points. Tiansheng Holdings resumed trading and listed 3,000 yuan shares. Today, the stock price of 10,000 yuan is at the bottom of the core.
It is a key support point. It is difficult to fall. It is even impossible to see the stock price drop to 10,000 yuan.
This time Tiansheng Holdings pulled back from a high of 12,256.83 yuan to a low of 11,156.66 yuan, with a cumulative decline of -8.97%. This pullback was caused by institutions taking advantage of the negative market news of a U.S. dollar interest rate hike.
On the one hand, it is to wash away some profits, but the biggest reason for Tiansheng Holdings' five consecutive weeks of correction is that the super main force is deliberately suppressing the brokerage sector.
How severe is the decline in the brokerage sector this time?
From the peak of the daily limit frenzy on August 28 to mid-December, the brokerage sector fell by -30% in three months, which is the sector's decline.
Needless to say, for individual stocks, this kind of decline is almost comparable to the stock market crash during the two-month circuit breaker period in early 2016.
In fact, individual stocks in the securities sector fell even worse than during the meltdown. Individual stocks generally plummeted by more than 40%, and many were even cut in half.
However, the decline in the securities sector was relatively much smaller than that of individual stocks. The reason is that Tiansheng Holdings is on an upward trend, making the bottom of the entire sector much higher than the bottom of individual securities stocks.
Tiansheng Holdings has recently experienced five negative corrections at the weekly level, and individual brokerage stocks have fallen even more severely. On average, one brokerage stock has been killed by the daily limit in two trading days.
On August 28, when the price limit surged, investors who thought it was a bull market rushed into the market to take orders from securities companies. They never expected that it was a black bear wearing a bull-head mask. They knew they had been deceived, but it was too late.
There are many investors who were beaten to death by brokers in three months. They were all beaten until they were in a trance and confused.
The super main force must ruthlessly kill the brokerage sector to release risks, so as to initiate the structural acceleration of the market at the end of the year.
…
Just today on Friday night, a target in the North American capital market attracted the attention of many domestic investors. It was the masterpiece "TCG Company" managed by Goldman Sachs Group, known as the shadow stock of Tiansheng Capital, which resumed trading today.
Tonight, during the pre-market trading period of the US stock market, TCG's resumption of trading soared +172%, which was a mess.
Because TCG is related to Tiansheng Capital, the domestic financial media and many investors are very concerned about this stock in the US stock market. In addition, before the market opened, the pre-market trading skyrocketed so fiercely that after the market opened, the stock price skyrocketed.
have to?
The attention will naturally be higher.
At the end of the year, Lu Ming's recent series of actions can be summed up in the word "harvest", and of course TCG must also participate!
