After the market closes, stock market gods from all walks of life are analyzing the current market situation. This market situation has completely confused a large number of investors. Isn’t it promised that there will be endless, six, seven, overturn, eight, nine, and ten losses?
It did go down at the beginning of August, but it turned back immediately, and September is still more than half a month away.
Did you respond in advance?
Major financial media are reporting that the total market value of Tiansheng Holdings has surpassed Penguin, and Lu Ming's personal worth has also reached a record high, ranking first among the world's richest people with 1.56 trillion yuan, approximately 228.7 billion U.S. dollars.
And it leaves second-placed Jeff Bezos far behind.
After Tiansheng Holdings reached a total market capitalization of 2.8 trillion, a large number of securities firms and investment research and analysis institutions began to see a bullish view of 3 trillion.
Analysts under Ashin are the most unrestrained. Shortly after the market close, they eagerly issued another research report, raising the rating of Tiansheng Holdings with a target price of 43,750 yuan, which means the total market value is 3.5 trillion.
In the process of triggering heated discussions in the market, controversy also followed.
Many investors have lamented why there are banks in China with a market value of trillions, insurance companies with a market value of trillions, and even liquor companies with a market value of trillions. Now there are non-bank financial companies with a market value of nearly 3 trillion. Why?
There are no technology companies with a market capitalization of trillions.
Especially investors who believe in technology have undoubtedly endured tremendous suffering and pain this year. The non-bank financial company Tiansheng Holdings over there is aiming for a total market value of 3 trillion, but the technology companies here are steadily holding down the market value.
Dead on the floor, constantly breaking through the line.
But then again, when big A technology companies with a market value of trillions appear, there will definitely be another voice in the market that starts to complain about the technology bubble.
Some things in this market are always changing, and some things remain unchanged. What remains unchanged is human greed and fear.
Regarding this week's market rise, Lu Ming actually did not do much to actually promote it. To say that he was affected, the most he said on his personal social media was that he wanted to guarantee a minimum 12-digit dividend.
The main force behind the rising market this week is not Tiansheng Capital, but other large institutional funds.
Most retail investors in the market did not see clearly the logic of this rise in major brokerage firms, but they certainly could not hide it from Lu Ming's judgment.
Obviously, the funds are trying to cut off the people who are forcing the big technology sector. By creating a market that is both ice and fire, they will force the funds lurking in technology stocks to chase brokers.
Only then can the main players of big money get chips in the technology sector. As for why they rush to raise technology stocks, the logic is also very simple. Nine times out of ten, those well-informed institutions and big money know that the future policy is to tilt resources towards the high-tech industry.
.
Therefore, the market took the lead and reacted in advance. By pulling in Tai Da Financial, securities firms diverted funds away from the technology sector and rushed it in this direction. They secretly picked up the bloody chips behind the scenes.
After one or two months, another wave will be played. After three or four months, the chip collection action will be almost completed.
When the time comes, the brokerage will hit it hard again and harvest both ends, it will be perfect.
Leeks, on the other hand, were struggling at both ends and continued to lose money.
As for Tiansheng Capital, it has been betting on big technology sectors such as new energy and semiconductors since 2017. Therefore, Tiansheng Capital has hardly moved this week because there is no need to move. For Tiansheng Capital, now is
Just hold the chips at the floor price and wait for the market to carry you.
As time goes by, domestic and foreign capital markets have experienced good news one after another. The big A here has just risen continuously, which has activated the market atmosphere. The external market is also strong today. That night, the US stock market opened on the other side of the world, and the three major US indexes opened higher.
, among which the Nasdaq reached a record high of 7933 points, and the S&P reached a record high of 2872 points.
The external market is stable without major problems on the last trading day of this week. After all, Big A has a tradition of following the decline. It is arbitrary to follow the rise, but to follow the decline is to stay with it to the end. At least the performance of the external market has made Big A's investors relieved.
.
…
Weekend tea time.
Lu Ming, who is at home, is paying attention to the information summary of this weekend and is currently reading relevant news.
Looking at the weekend, there is almost always good news for the market, which can be said to be continuous. At this moment, what Lu Ming is seeing is the monthly statistical report data released by the National Bond Depository and Clearing Co., Ltd. recently.
Data show that as of the end of July 2018, the amount of debt custody held by foreign institutions in the company reached an astonishing 1,354.077 billion yuan, which is continuously setting new historical records. At the same time, it has increased by 58.222 billion yuan from the end of last month, which is already a consecutive increase.
Added in month 17.
Some industry analysts believe that despite the recent decline in RMB bond interest rates and the depreciation of the exchange rate, which may affect the investment pace of foreign investors in the future, the general trend of foreign capital flowing into the domestic bond market will not change.
Another news that Lu Ming is very concerned about is the information that was just announced, that is, the first batch of pension target funds were approved by 15 companies, and Tiansheng Capital was among them, and 15 companies received the share.
The most among the companies.
This is not an accident, but is reasonable.
After all, the profitability of Tiansheng Capital lies there. So far, it has maintained an ultra-high return on investment of +165% annualized. Such god-level returns are no longer the result of Lu Ming begging for LPs, but the LPs coming to beg Lu Ming for help.
their money.
Tiansheng Capital hardly accepts new LP institutional members now. Lu Ming really wants to collect more money. With his current momentum, it is no problem to raise two to three trillion yuan.
The reason why we don’t collect it is not because we can’t manage so much money, but because there aren’t that many leeks in the world, which will reduce the return on investment.
It's not good to cut too hard all at once. If you have meat for every meal, Lu Ming will still choose it.
However, pension funds and social security funds are rare exceptions. In most cases, Lu Ming will not refuse funds from here.
It is no exaggeration to say that the other 14 companies that have received approval are opportunities given to them by the pension target fund, and that Tiansheng Capital has received the approval as an opportunity for the pension target fund to make additional investments.
This news has also attracted market attention. Many people in the industry said that the market has been in the bottom range recently. If the pension target fund can be approved soon, it will bring real long-term funds to the market.
This is indeed true. Big A has been in a bearish state this year. It has dropped from 3587 to the lowest point below 2700 points. Many individual stocks have been cut in half, which has almost destroyed the valuation and the bubble.
The market is just short of the last round of short-selling and has fallen sharply. For investors, it doesn't matter which product they choose now. The important thing is to survive. This is also the most difficult hurdle. If you survive it, you will make a steady profit.
…
With constant good news and exciting market sentiment over the weekend, Big A ushered in the first trading day of the new week.
As soon as the market opened today, the brokerage sector that investors paid most attention to opened lower, which made those who followed on Friday frown. However, after the market opened, it began to rise, and the trading volume was also quite active. The frowning brows of stock investors returned.
loosened.
I thought to myself: I opened lower than the main force and threatened to pursue higher funds. I was almost scared away. Fortunately, the labor force stopped me.
The trading volume of Tiansheng Holdings was also very active today, but the stock price did not rise significantly. The trading volume of the entire brokerage sector continued to increase today, but it seemed quite difficult to rise.
Faced with this kind of market trend in which volume and price are inconsistent, the lack of both volume and price has made many investors who came in to chase the rise last Friday a little worried, because there is no cost advantage, but only a first-mover advantage.
Many people are extremely confused whether to leave or not.
Don't leave, there's something wrong with the volume and price, it looks like a trap for the main force.
Let's go, and I am worried that this is the main force creating panic and shaking the warehouse, and it is very likely that the brokerage main force will miss the Shenglang train.
Fear and greed were intertwined in their hearts at this time. As time passed by, the investors chasing the rise finally decided to take a gamble, especially since the volume surged in the past few days, and the main funds obviously entered the market.
Moreover, it has reached the bottom range of history, so what is there to be afraid of?
Besides, it would be even more dangerous to keep your capital and get out of the car now if the price rises sharply later. It would be better to have a relatively cost-effective pattern.
Therefore, most people who chase the rise continue to find reasons for the pattern, and after getting comfort in their hearts, they finally choose the pattern today.
