Chapter 450 [Ten billion dollars are in place, and troubles begin]
Lu Ming stayed at the An family's mansion for more than an hour before leaving. Basically, he gave the An family a wake-up call and gave them some advice.
As for whether it can avoid future thunders in the cultural tourism and real estate industries, and whether it can seize opportunities in industrial chains such as semiconductor chips, photovoltaics, and new energy, it depends on Anshi Group's own decision-making. Lu Ming said no.
It will not interfere with the An family's operation of the An family.
It is worth mentioning that the market value of Anshi Group has dropped by -30% from its peak of 1.9 trillion at the beginning of the year, to just over 130 million now, with more than 600 billion in market value evaporated.
At the beginning of the year, there was a climax of big-ass blue-chip grouping, and now most of them have lost -30%. It is not just Anshi shares that are falling, some have even been cut in half.
Looking at the super-large-cap stocks with a market value of more than 300 billion in the two major A cities, only Tiansheng Holdings has reached a record high.
Lu Ming estimated that if Mr. An Qilong finally decides to sell the cultural tourism industry and real estate projects in his hands, especially the cultural tourism area, the stock market will definitely reflect it, and it is very likely that the stock price of Anshi Group will be driven down.
It is not impossible to cut the market value in half and fall below one trillion in market capitalization.
Because the market definitely cannot understand Mr. An’s behavior of selling cultural tourism projects, including real estate projects, and if he enters the semiconductor industry, it may further affect the mentality of market investors.
After all, technology, especially chips, will be happy for you to brag about concepts and other capital. If you really want to throw money into it, capital will be the first to run away.
What's more, you, a 30-year-old entity giant group, are messing around with high technology. Isn't this nonsense? In the eyes of capital, this is messing around, and there will be financial differences due to the uncertainty of its future, leading to the holding of the company.
Investors in the stock will leave the market, and OTC funds will not easily enter the market when the situation is unclear, so the stock price can only fall.
Lu Ming was actually happy to see this situation happen, and cutting it in half would allow him to increase his holdings a little.
The future A-share market is destined to be a tortuous and exciting market. The internationalization of RMB under the country's developed and complete industrial system is an inevitable path. The country is not only pursuing commodity dominance, but RMB international settlement is the ultimate goal.
As the second largest economy in the world today, it is only a matter of time before it surpasses China and becomes the world's largest economy. However, the RMB currently only accounts for 2% of the global currency settlement system. This in itself is extremely unreasonable and is
It is suppressed, but at the same time looking at this issue in reverse also means that the potential has endless room for imagination.
In this regard, overseas investors are also very aware of its potential. Therefore, since the opening of the Mainland Stock Connect, foreign capital has continued to pour in, which is also one of the important logics.
Once the RMB begins to become an international currency in the future and returns to the reasonable international status of the RMB, the A-share market will definitely become a major focus of the global capital market. This is also the source of Lu Ming's long-term confidence in Big A. Some things are not possible or not.
The problem is inevitable, but the process will definitely not be smooth...
…
In the next few days, Zhongxing Communications ushered in a wave of continuous market conditions, and went out of the high-standard market with five consecutive daily limits. The stock price rose from the lowest of 11 yuan to nearly 19 yuan, with a cumulative increase of more than +60 yuan.
%, and the volume is increasing, which obviously means that a large amount of funds are entering the market.
As soon as Lu Ming announced that Tiansheng Capital had bought the stock at the bottom, the decline immediately stopped and ushered in a major wave of gains.
Capital is a loser, especially those big stock commentators on the Internet. They are the best among losers. The previous outbreak of sanctions was a huge negative, and after the continuous decline, some big V even shouted that Zhongxing Communications was about to be banned.
Rumors of ST even delisting have indeed frightened some retail investors.
Now that Lu Ming has come in to buy the bottom, the tone of the big Vs has immediately changed, and they have begun to say: top domestic institutions have entered the market and are buying the bottom, so they have to re-evaluate the logic of this stock.
As for what was said before, big Vs can also face it calmly and just say that Mr. Market is always right and don’t go against the market. The pity is for the small traders who believe in big Vs.
It is worth mentioning that Tiansheng Holdings rose sharply for a day after the interim performance forecast was disclosed. A big positive line broke through the box platform and fluctuated. Many investors who are technical analysts believe that this stock will break through and trend upward.
, even if I can't buy this stock, I am still quite excited, because the end of Tiansheng Holdings' sideways fluctuations often means that the Shanghai Stock Index may really stop falling, and then the market may rise.
It’s just that the subsequent performance was disappointing. The breakthrough of Tiansheng Holdings was a false breakthrough, and then it stepped back into the box and continued to maintain the pattern of box shock and consolidation, indicating that the possibility of the market rising in the short term is basically unlikely.
The bullish sentiment in the market was extinguished.
Although there are a lot of people who can't afford Tiansheng Holdings, there are also a lot of people who are eyeing this ticket and can't afford it. The logic is not difficult.
For the Shanghai Stock Exchange Index to break through upward, especially the breakthrough at key positions of the index, it is bound to be inseparable from the efforts of securities firms. In history, almost every breakthrough at key positions of the index is inseparable from the fact that brokerage firms lead a team of big financial companies to attack upward. Brokerage firms are the standard bearers of the bull market.
It also comes from this.
If the brokerage firms remain idle, the market will not be able to grow. Even if many people want to go long, they dare not take the initiative to choose a direction. The main force is called the main force because it is a force that actively ignites the market and helps the market choose a direction.
At this time, we can only rely on the upward attack of securities companies to choose the direction for the entire market, so that everyone dares to enter the market and take action.
The current situation of the securities companies depends on the face of Tiansheng Holdings. Even if the securities companies want to break through without the big brother's nod, it will be in vain, so Tiansheng Holdings has become the leader, and the super-large market has a special status.
Therefore, investors in the market, whether they can afford this stock or not, will basically add this stock to their self-selected stocks and keep an eye on it. If Tiansheng Holdings truly makes an effective breakthrough to the upside, it will be regarded by the market as a market reversal.
One of the important signals.
Fund reaction is a gradual transmission, and it is impossible to explode at the same time, especially since the current market structural situation is becoming more and more obvious. Even if the market is bullish, it is difficult to be like the two bull markets in 2008 or 2015, and all junk stocks can do it.
It’s so exciting that it’s almost impossible to even show up.
This also means that it is more difficult for investors to make money in the market, and it will become the norm to lose big money in a bull market.
What I have to say is that the funds in the market are also super realistic. After confirming that Tiansheng Holdings is a false breakthrough and has no upward meaning, it must continue to trade sideways. The trend funds that came in before will immediately leave without any hesitation.
It stayed at 2800 for a day and then fell below, then moved up, and then fell back again.
This kind of market situation has made the retail investors chasing the rise and the fall miserable. The situation of being slapped in the face by the market is quite miserable. The small retail investors are almost concussed by the big A, and they have been shocked to the point of confusion.
, and was admitted to the ICU in advance.
…
Friday, July 20th.
"Chairman, all the tens of billions of dollars in requested funds from Goldman Sachs Capital have been received." Han Qiulin came to Lu Ming's office to report the matter to him.
Lu Ming was sitting on the sofa in the rest area, making tea and said, "You didn't leave your tail, did you?"
Han Qiulin nodded and said: "Our people took over the funds and took a lot of security measures according to your requirements. They successfully completed the dive of the funds and broke them into parts. The possibility that Goldman Sachs can trace the whereabouts of the funds within three years is 1
%the following."
This time, he and Wall Street went boating together again. Lu Ming was very cautious in accepting the US$10 billion in funds from Goldman Sachs, because he could not rule out that the US$10 billion was a fishing bait used by the United States to play a long-term game.
Fish operation, if you are not careful, the leader will jump out of the grass and make a big gank, and Sheng Capital will suffer heavy losses that day.
It’s essential to be on guard against others. What’s wrong with beautiful countries? What’s the virtue of Wall Street? When trading with crocodiles, Lu Ming doesn’t think it’s safe to guard against even one move. He needs to guard against several moves before he can sleep peacefully. Be cautious these days.
It can't be wrong after all.
It would be fun if Goldman Sachs sent these 10 billion U.S. dollars in funds. Using these 10 billion U.S. dollars as a base, leveraging 20 times the leverage would be more than 200 billion U.S. dollars in operating funds, and we would be able to make waves in the global capital market.
