Chapter 379 [Yesterday chickens and dogs ascended to heaven, today chicken feathers (105/105)]
The technology sector is a major strategic area for Lu Ming, but it is definitely not allowed to go in and buy the bottom now. It has not fallen all the way, and it has to continue to go down. If it really goes to the bottom, then Tiansheng Capital will go in and buy the bottom.
And it is not to add value in the secondary market, but to invest in promising technology companies, such as trillions of innovations in the semiconductor industry, Vail shares, or in the panel industry such as Jingdongfang.
Lu Ming directly provides financing support to these companies. These companies get the money for research and development, and Tiansheng Capital gets the private placement shares of these companies, and then purchases some more goods in the secondary market to boost the market and create a round of technology.
In the bull market, they will then reduce their holdings and cash out at a high point. Part of the realized profits will be attributed to LPs, and the other part will be invested in these technology companies to provide financing and then receive private placement of new shares, and the cycle repeats.
Thus realizing the strategy of capital market serving entities.
Listed companies have raised funds from the market, the asset prices of Tiansheng Capital's LP institutional investors have also increased, and Tiansheng Capital's excess performance commissions have also increased.
But not everyone in the market can be a winner, there is always someone who has to pay the price and be the unlucky one.
There is no doubt that they are speculators, those who chase the rise and kill the fall, and those who take the market at the top of the stage but cannot bear the fear of the stock price falling in the subsequent stage and cut off their flesh. These are the unlucky ones.
As for those who bet on the right track and select leading companies for medium and long-term investment, they will definitely be one of the winners in the end, because even Lu Ming can't cut off this kind of "cowhide candy", and he will be lying there for three to five years if he doesn't leave.
Even if you shock yourself to the point of concussion, you won't be able to shock them out. These people may not look at the market for several months after buying it. Shocking them will basically make them feel lonely.
No matter how the leading company in Chaoyang Circuit fluctuates, the technological breakthroughs of technology companies and the soaring performance cannot be suppressed by asset prices. Its stock price will rise along a slope trend. As long as it falls below, it will fall too much.
There is a lot of money to buy at the bottom.
Just like Tiansheng Holdings, it is impossible for its stock price to fall below 20,000 yuan without splitting its shares, issuing new shares, or experiencing a catastrophic financial crisis. If it does fall, the market will definitely rush for chips.
The price was once a periodic top, and now it has become a periodic buying point, but chips at this price can no longer be bought.
Just like Maoti and Wuliangye, leading consumer stocks with a long history, it is impossible to buy them at the floor price of 166 yuan or 21 yuan like when the stock market crashed in 2015.
After the market closed now, Lu Ming took a look at the performance of the technology sector today. It can be said that it was a big ups and downs. It surged in the past two days and plummeted today. Yesterday's surge boosted the falling market, and today's flash crash brought the market down again.
Brought it down.
Yesterday, the chickens and dogs of the sector ascended to the sky, and even the slogan "We are united as one" was loudly shouted, but today it has become nothing but chicken feathers.
In Lu Ming's eyes, such fluctuations are short-term speculative fluctuations, caused by hot money from retail investors and some institutions cutting each other off. The rise and fall of the K-line are the traces left behind by them.
The big technology sector will have to continue to fall, because the beautiful country will continue to increase its sanctions in the field of technology, especially in the field of chips and semiconductors. It is not just retail investors who are panic-stricken, but also many "capitulationists"
Institutions have also abandoned their armor and have no confidence in the battle for breakthroughs in domestic semiconductors.
Tiansheng Capital can just come and pick up the floor-price chips they dropped, but they will still have to come back and carry the sedan chair when the time comes.
…
At the same time, today's Dragon and Tiger List has come out. A total of 68 stocks are on the list, and Huafeng Stock is also among them. The reason for being on the list is that the daily turnover rate is 20%, and the actual turnover rate of this stock today exceeds
More than 35%, and the transaction volume has reached a huge 500 million yuan. For this small ticket with a market value of 20 to 3 billion yuan, today's success is huge.
In terms of buying and selling seats, the most eye-catching one is the one-buy seat of Pengcheng Houhai of Cai Lian Securities, with a net purchase amount of more than 45 million. The total amount of the other four buying seats is less than 20 million.
As soon as the Dragon and Tiger list came out, the comment area of this ticket was quickly discussed.
"Wow, it's a bit surprising. The hot money boss from Stud Tiansheng actually bought 45 million?"
"I thought Brother Stud was out today. He didn't sell any money but he still added to the position. What a great deal!"
"Brother Stud took away my chips, it seems like he sold them away!"
"I should have known I would have brought him back."
"I decided on this today, I hope Brother Stud won't hit me."
"The pattern! Look at Brother Stud, he directly invested in Tiansheng Holdings and got more than 1 billion."
"Listen to what you say, I will work for ten more years...[erha]"
"This ticket is very strong. I successfully advanced to the fourth board three times and was blocked by Brother Stud. Tomorrow's fifth board is a high probability event. I will definitely get a premium if I don't do better. Damn it. If I had known Brother Stud was so fierce, I would have followed him."
Let’s have some soup.”
"Is there any benefit to this ticket? Or is there some inside information?"
…
Now Brother 8000, with this new title of "Brother Stud" given to him by the Jianghu people, allocating twelve times leverage Stud Tiansheng Holdings has made him famous in the circle, and has become the target of countless retail investors who chase the rise and fall.
The object of envy and hatred.
At this moment, Lao Yang and more than 20 people from Brother 8000 are chatting. This time, everyone does not need to communicate through the WeChat group, but directly uses the conference call group chat. The WeChat group is used for normal chats.
The funds have been in place. The other 24 people in the group have raised 60 million in funds, plus the funds from 8,000 brothers, a total of 200 million is used specifically for emotional themes and short-term speculation.
Lao Yang: "It's very good. After today's Dragon and Tiger List came out, I went to several market software and looked at the comments on Huafeng Shares. There were many more comments than usual."
Lao Yang: "This shows that Brother 8000 is on the Dragon and Tiger List because of his reputation for fame. This stock has attracted a lot of popularity. This kind of popularity is the key. If there is popularity, there is an emotional basis. The stock price is like
When a naked beauty stands in front of you, there will always be gamblers who can't resist the temptation and take the bait."
It is also very effective for famous hot money to appear on the dragon and tiger list of a certain stock. It can always attract people's attention. Among them, there must be some people who want to follow the hot money. Those who get involved as soon as the mood gets aroused must be
some.
Of course, there is also notorious hot money, which is listed on the Dragon and Tiger List and retail investors see that it is on the list. Retail investors who hold the stock will check it decisively.
Brother 8000 is now beginning to become famous, and he gives the impression that he is a figure of pattern. The price of Tiansheng Holdings was about 14,000 yuan, and the pattern was all the way to 30,000 yuan before running away, and now it seems that he has accurately escaped from the top.
Retail investors like to follow the pattern style hot money.
Lao Yang continued: "Let's talk about the operation next Monday. If there is no major negative situation during the weekend, we can continue to do it next Monday. We will directly open the bidding on Monday with a straight board. There should be today's bidders by then.
If we want to arbitrage and leave, if we don’t accept it, we will first check the market and let others accept it first.”
Lao Yang: "Then Brother 8000 shipped half of the goods, not to others, but to ourselves. As a result, Brother 8000 had already shipped the goods, and the new main force came in to complete the dealer change again. There is a high probability that the market will continue to rise."
Lao Yang: "There are two situations. If there is not much money to close the board, I will ask other brothers to queue up on the board first, and you will sell the goods to the brothers to take over; if there are too many orders to close on the board, I will ask the brothers to queue up on the board first.
Good team, then you directly spend 10,000 lots to place the lower limit and smash the market. Be sure to place the lower limit and 10,000 lots, so as to have a deterrent effect. Scare the closing funds of the people in front of you to withdraw their orders, so that the brothers can queue up to receive their orders.
