Today, foreign investors continued to buy a net 3.2 billion yuan in Big A, of which Tiansheng Holdings once again bought 1.059 billion yuan. Compared with yesterday's data, it was a significant decrease, but the net purchase scale was still not less than 1 billion yuan.
Foreign investors continue to harass Tiansheng Holdings and have no intention of stopping!
In the past few days, the movement of capital going north and the crazy buying of Tiansheng Holdings have also attracted the attention of domestic investors. Media in the financial field are also reporting on this matter, and stock commentators have also begun to discuss it.
An hour after the market closed, a news report made Tiansheng Holdings even more popular.
That is, Morgan Stanley's funds continued to buy Tiansheng Holdings and continued to add positions. The increase was 11 times its original size. This caused quite a stir in today's domestic securities market.
At the same time, Morgan Stanley raised its target price for Tiansheng Holdings. After the adjustment, it reached 33,500 yuan. This target price even flooded the news screen after the market closed, triggering countless discussions.
Morgan saw a stock price of 33,500 yuan, which means that based on today's closing price, Tiansheng Holdings will have a +119.97% increase in the market outlook, with a total market value of 2.68 trillion?
Big V’s from various stock commentators now dare to be too bullish. They used to call it a V-shaped rebound, but now they call it a V-shaped reversal.
And just before the New Year's Day, after Tiansheng Holdings crashed and fell to the limit for five consecutive days, the big V's obviously didn't say that.
At that time, the analysis logic of the big Vs was that Tiansheng Holdings was a cyclical stock with strong cyclicality, and it would enter a long period of consolidation after the main rise.
The big Vs at that time were bearish on Tiansheng Holdings, and what they said was clear-cut and well-founded.
When faced with fans questioning the previous logic, the big Vs calmly brought out "Mr. Market" to come to the rescue. Mr. Market is always right. Don't go long with the market, otherwise you won't make money.
He said unreasonably and confidently that since foreign investors are so strongly optimistic about it, and they are not only talking about it, but also adding real money to their positions, then they must not re-examine this stock. In short, the market will always be
Yes.
There doesn't seem to be anything wrong with it, and everything can be restored anyway.
It is worth mentioning that Morgan Stanley has gained a sense of presence. Even if the position increase amount is 11 times its original amount, it still does not appear among the top 10 tradable shareholders of Tiansheng Holdings. On the contrary, it is
Some domestic fund managers are continuing to exit and reduce their positions.
The influence of foreign capital in the country is still very strong. When Zhongxin Securities originally called out the target price of 30,000 yuan, it was greeted with a lot of criticism, and many voices even denied it for the sake of denying it.
Now Wall Street financial institutions have jumped out and shouted a higher target price than Ashin. The market's reaction is to re-examine the market outlook of this stock. There seems to be no doubt about foreign investment, at least those who doubt foreign investment are
Very few, most of them doubt their own judgment, so they re-examine it.
It feels like affirmation for the sake of affirmation, two extremes.
This also shows that foreign capital still occupies a great deal of initiative in pricing power in the domestic securities market.
…
At about 17:00 in the afternoon, Lu Ming was participating in a meeting of the investment research department in the company. The core content was what exactly did foreign investors want to do with their recent actions?
"Foreign investors' purchases of Tiansheng Holdings are blatant attempts to cause trouble." Li Mingyang, who attended the meeting, said: "In recent trading days, the net purchase in a single day has exceeded 1 billion. What do they want to do?"
Others also began to speak one after another.
"Foreign investors always seem to want to bring about a big market trend, but judging from the recent situation, they still don't give up."
"The impact of our company's stock price on market sentiment has exceeded Mao's. If Guo Jia's team's funds had not been fully suppressing securities stocks, the securities sector might have started a new round of market prices."
"Foreign investors have identified the characteristics of Tiansheng Holdings, and they seem to have identified several core holding institutions within it that are reluctant to sell out, and the company wants to maintain its stock price without a fixed increase, so they dare to add positions so blatantly.
"
"Is it true that foreign investors are simply adding positions and buying because they are very optimistic? I don't believe it!"
"I'm afraid that large inflows and outflows will cause trouble and try to create short-term violent speculative fluctuations."
"When things go awry, there will always be a monster, and we must pay attention to the recent behavior of foreign investors."
While everyone at the meeting was discussing, Lu Ming was also thinking that it was interesting that Morgan Stanley suddenly jumped out to increase its presence, because everyone knew that this Wall Street institution was also a major foreign-owned LP institution of Tiansheng Capital.
Tiansheng Capital is also managing a sum of funds for Morgan Stanley, so some people in the market even suspect that this has something to do with Lu Ming.
One thing that Li Mingyang and others present did not know, but Lu Ming knew very well that in one month the bad news would hit. The leader launched a trade war, catching the whole world by surprise and scaring the pants off domestic investors.
They hurriedly evacuated the market before it was too late, and market confidence was severely dampened, resulting in a bearish atmosphere throughout this year and a decline throughout the year.
Foreign investors have been crazy about bargain hunting this year, and a large number of low-priced chips have been taken over by foreign investors.
If it weren't for Lu Ming's existence this time, foreign investors would probably be like the last time, with a large amount of funds accurately escaping from the top at 3587, and then accurately buying the bottom at 2440.
The commander-in-chief decided to launch a trade war. Lu Ming did not believe that the top institutions on Wall Street could not receive any wind. If they received the wind, then investment in the Chinese securities market would definitely withdraw from high points to avoid risks, and then look for opportunities.
Buy the dip.
If the people at the top of the Wall Street pyramid know that a trade war is inevitable, then the market trend in the past few days should be able to explain that they intend to make a fortune in the last month before leaving. This possibility is extremely high.
"Mr. Lu, what do you think?" Li Mingyang couldn't help but look at Lu Ming.
Hearing this, Lu Ming put away his thoughts and said calmly: "How else can we look at it? Let's take a look at it day by day. We can officially reduce our holdings next Tuesday. The market will be under pressure and adjustments are inevitable. Just look at it.
How strong is the adjustment? Tiansheng Value Growth Hybrid Fund will continue to hold shares of the company to see how high foreign investors plan to raise it, but other holdings will need to reduce their positions."
Li Mingyang nodded: "Understood!"
Tiansheng Value Growth Hybrid Fund holds a heavy position in Tiansheng Holdings, and it doesn't matter whether it reduces its holdings or not. Lu Ming is very clear about the situation of his company. As long as the time period is extended, the current price will be the floor price.
At this time, Lu Ming added: "If foreign capital pulls up too much in the short term, then give it to them. Not only the Tiansheng Value Growth Mixed Fund, but also the securities lending funds will follow suit and sell the goods to them."
The company agreed to lend 1.5 million shares, accounting for 1.875% of the total share capital, to the market for short selling. During the last plunge, this short selling capital was used for short selling, but no transactions were completed. It was only used to press orders. The following is on the fifth board.
The order would have been canceled long ago because there was no short selling profit.
The securities lending institution borrowed the money for a period of time and then returned it. If the short selling transaction was completed at the fifth limit, it would be a huge loss if it rebounded like this.
The current balance is still full, 1.5 million shares can be borrowed at any time, and Lu Ming is willing to lend them to short his company.
If he planned to hit foreign investors, Lu Ming would naturally ask Lao Wang and the others to give him a fright and hint that these big institutions would be able to borrow all the securities and sell them short as soon as they understood.
Another participant couldn't help but said: "Chairman, foreign capital is abundant. The total shareholding of various overseas funds in our company has exceeded 5%. What if foreign capital takes over?"
This is a big problem. Foreign investors have a very wealthy attitude, especially in the past few days. They dare to take as much as they want, and they will not refuse anyone who comes, which is very arrogant.
Lu Ming chuckled, looked around at everyone for a moment, and then said: "What do you mean by my territory? I have the final say. In the domestic securities market, my home field advantage can be multiplied. Don't think that I won't be a hooligan..."
Everyone was stunned, BOSS's simple speech made everyone speechless.
