At the end of the meeting, the overseas layout was handed over to Qi Wei to actively promote it. The current focus is on Tiansheng Capital to establish a new diving trading system, which is to use invisible capital to expand global layout.
After all, it has been banned by the beautiful country. As for Tiansheng Capital itself, it will be OK to directly reflect the profits and losses of overseas investments in the future.
From now on, the outside world will not know how and where money is made. Trade secrets will not be released. Tiansheng Capital will only disclose to the public how much money it makes and how much money it loses, and ensures that the disclosed information is true and effective.
The new trading system has long been on schedule. In fact, it means re-establishing a professional team. The number of people does not need to be too many, and the size of about thirty or fifty people is enough to cover the world.
Buffett's team only has more than 20 people, but it manages hundreds of billions of dollars in investments.
Lu Ming plans to place this team in an independent villa and manor to work. In addition to people, machine assistance is also very important. The company has spent a lot of money on research and development of artificial intelligence and quantitative trading systems.
The outside world thinks that Tiansheng Capital is just a non-bank financial group company engaged in securities investment. In fact, it has its own technology research and development team. From the beginning, the three major indices compiled by Tiansheng Capital have a technical team that is constantly conquering technology.
problem.
Take artificial intelligence for quantitative trading as an example. Regardless of whether the money is idling in the financial system or whether it creates value, when it comes to the transaction itself and harvesting wealth, especially short-term trading, humans just can't beat machines.
Wall Street has harvested endless wealth around the world, but only created hundreds of thousands of jobs. And with the development of technology, the number of unemployed people in the financial industry will continue to expand, because of many systematic jobs, such as data analysis, artificial intelligence
Do better than others.
Of course, artificial intelligence is not omnipotent. When faced with factors beyond the logic of the system, such as variables such as sudden black swan events, AI may make mistakes, but this kind of on-the-spot decision-making and reversal of grand strategy are the core of the organization.
Matters that concern upper-level personnel are also matters that belong to the boss.
It can be seen that with the advancement of technology in the future, the employment demand in the financial industry will decrease on a large scale, and ordinary traders will lose their jobs. Without their jobs, most of these people will go online to cut leeks, using the title of a certain institutional trader.
.
Nine out of ten ordinary newbies will definitely be fooled. For many ordinary people, it is difficult to get in touch with the financial industry, such as private equity traders, analysts, traders and the like.
They are quite mysterious in their eyes, and the stereotype is that such people make money easily and are high-end players who can only look up to them.
If you believe it, no matter what, the leek will be cut off.
In fact, these so-called masters were simply fired because they could not survive in the industry.
…
The market has been open for some time now. Lu Ming opened the market software in his office and directly entered the 000063 transaction code.
Zhongxing Communications is undoubtedly the number one communications stock among domestic listed companies. 5G technology is now a hot topic, and Huawei chose not to go public. Then Zhongxing Communications is the number one communications stock of Big A.
It is not unreasonable for Lu Ming to suddenly pay attention to this listed company. Unsurprisingly, the news that broke out from Meiguo tonight will bring a black swan to Zhongxing Communications and the company's shareholders.
That is when the U.S. Department of Internal Affairs announced that it would immediately restart sanctions against the company. The company will be prohibited from importing goods from North America in any form. This sudden incident also made the Chinese people deeply aware of the pain of being restricted by core technologies.
At the same time, this incident also pushed the science and technology war to its first peak, rising to the level of national participation in a major discussion. Looking at this incident in reverse, it is actually not a bad thing. At least it makes people give up their illusions and become more determined on the path of technological independence. In the long run,
On the contrary, it is a good thing.
However, the capital market doesn’t think so. All the institutions and retail investors in it ran away without even having time to lift their pants. The communications giant with a market capitalization of hundreds of billions was stunned by eight consecutive one-word price limits. It was smashed.
A -62% gold pit emerged.
"When it's smashed, I'll take over."
Lu Ming looked at Zhongxing Communications' time-sharing chart and said to himself, "This kind of golden trap is simply sorry for this opportunity that fell from the sky. The world's fourth largest communications giant is still a state-owned enterprise and an important company in the field of 5G communications."
How could a technology company like this fail?
A proper emotional mistake, even if the United States restarts sanctions, it will not fall to the limit for 8 consecutive times, and it will not fall from 31 yuan to 11 yuan.
At this moment, ZTE’s stock price is oscillating around 31 yuan. The volume and energy are quite satisfactory, and the changing hands are normal. It is in a state of adjustment. 28 yuan is the core and key support level in the near future. It has rebounded near this price several times.
, the technical form is also at the end of a convergent triangle. From the technical analysis point of view, it is time to choose a direction. The stock price is either going up or down.
None of the investors or institutions currently inside know that this ticket is about to fall like a black swan.
Lu Ming looked at this stock for a while and then stopped paying attention to this stock. As expected, trading will be suspended tomorrow due to major emergencies. The suspension will last about two months, that is, until June. After the resumption of trading,
A wave of continuous declines.
When the stock price fell to around 11 to 12 yuan, Tiansheng Capital invested heavily in large-scale bargain hunting.
Lu Ming likes this kind of mis-selling of stocks, because this is the easiest way to push a good stock out of a gold pit price that cannot be reached under normal circumstances.
…
At around 13:30 in the afternoon, the index rebounded for more than half an hour in midday trading. Today, the market opened higher and turned lower and turned green, and continued to rebound in the afternoon.
But after rebounding for more than half an hour, it suddenly turned around and dived.
However, the liquor sector and the pharmaceutical sector pulled up unexpectedly when the market was plunging. The pharmaceutical sector in particular bucked the trend and strengthened. However, the index was still falling. The pharmaceutical and liquor sectors moved up against the trend and failed to protect the index.
Shareholders are a little confused.
"Diver, please start your show!"
"Drinking and taking medicine again. What else can you do besides drinking and taking medicine?"
"At least I didn't drive... [covers face]"
"Brother Yi is so hard at work on new energy that he can't even get up. He's driving a dirty car!"
"Bumper cars, haha!"
"If you drive a rough car, the only thing that falls down is the steering wheel."
"The pharmaceutical sector is a bit fierce. Kangtai Biotech, Qitu Biotech, and Zhifei Biotech have all reached their daily limit. Changchun High-tech has also surged by more than 7 points. What the hell?"
"No wonder it can't protect the index. What's rising is second-tier liquor, while Mao Wulu hasn't moved and is still falling."
"Gujing Gongjiu, Yanghe shares have closed their daily limit!"
"Wow, no wonder the medical and liquor sector has changed. The reason is out. Tiansheng Fund Company has just disclosed the latest top ten holdings of its Tiansheng Enchantress. Haitian An's Mao Wulu. Except for Tiansheng Holdings, all others have been flattened by Yi Ge.
The position is gone, it’s no wonder Wori’s first-line liquor hasn’t risen yet and is still falling!”
"This... you agreed to hold it for more than thirty years? You ran away after only two years?"
"Brothers, run quickly, even the first brother has run away, why don't you run away!"
…
The index plunged in the afternoon with no hope of turning red, and closed down -0.79% that day. Tiansheng Value Growth Hybrid Fund routinely released its position status after each quarter during the session, and then Big A was frightened and jumped.
After the Tiansheng Value Growth Hybrid Fund has adjusted positions and exchanged shares, the latest top ten position data:
【Tiansheng Holdings(9.98%)】
[Healthy Creatures (2.28%)]
【Hengrui Pharmaceutical(2.13%)】
【Gujing Gongjiu (2.02%)】
【侒图biotics(1.98%)】
【Aier Ophthalmology(1.85%)】
[Intellectual non-living things (1.69%)]
[Yanghe Shares (1.56%)]
【Changchun High-tech (1.55%)】
【Zhonggong Education(1.52%)】
Except for Tiansheng Holdings, which fell -0.5%, and Zhonggong Education, which was bought in December last year, and is still suspended from trading, the other eight stocks in the top ten stocks all rose by more than 7 percentage points today, and five of them hit their daily limit!
The reason why these stocks rose sharply against the trend today is that they appeared among the top ten holdings of Tiansheng Value Growth Hybrid Fund, triggering funds to follow suit and rush to raise funds.
The reason is also very simple. This time Lu Ming adjusted his position and exchanged stocks. Except for Tiansheng Holdings, which has a full position in these stocks, although the positions of other stocks are very low, he still retains positions, which shows that Lu Ming is optimistic about the market outlook of these stocks.
Shareholders are following the trend, buying the latest stocks they hold, and selling stocks they no longer hold.
It has to be said that Lu Ming's influence in the capital market is getting stronger day by day, and it is unrivaled in the country. Tiansheng Enchantress's stock exchange has just been revealed, and 8 of them were
It reached the top, and 5 of them hit daily limits, triggering thousands of investors to follow suit.
If one of the other two stocks had not been suspended and the other stock price was too expensive, they might have been bought up by investors.
Lu Ming's recent performance is too strong, especially his recent performance, which has brought in more than 173 billion US dollars from the North American market. His strength is unparalleled.
As soon as everyone saw it, they closed their eyes and went in. If the first brother liked the ticket, he just went in and it was done!
Hot money is also taking advantage of the trend to add fuel to the flames. The stocks that are trading at the daily limit are not large-cap stocks with a market value of 100 billion. Taking advantage of the sudden mood, do some relay push, and it is very easy to make arbitrage when the market is closed.
