Everyone basically understood what Lao Yang said. Brother 8000 is now considered a well-known hot money player in Big A. Their hot money team pushed Brother 8000 to the forefront. Now he also has a place in Taobao and is a well-known hot money boss.
Already.
The most important thing is that Brother 8000's hot money role is quite popular among the retail investors, because in the eyes of retail investors, Brother 8000 is a low-level hot money boss, and the stocks with his participation are generally bullish.
If you don’t smash the market randomly, some retail investors who follow the trend will get meat to varying degrees.
Therefore, compared with other hot money investors who like to smash the market, retail investors all like Brother 8000, and the hot money tickets with his appearance will generally be sought after.
Lao Yang's strategy is very simple. His team uses a total capital of 600 million to be responsible for igniting the market at a low level and helping the market choose a direction. Because retail investors have no ability to choose a direction because they lack the courage to take the lead. What Lao Yang has to do is to guide.
Try to establish a direction for the market.
Well, Dongfang Communications, we will offer this ticket in September, will you come and play? Will you follow?
That's probably what it means.
Brother 8000’s hot money business has been well established, and there must be a lot of retail investors buying into it.
After Lao Yang completed the first step of igniting the market and choosing the direction, retail investors followed closely and played the role of the second relay. However, retail investors usually leave after one or two losses, because most people cannot hold it. When retail investors come in
It will inevitably be accompanied by high volume and high turnover, thereby attracting a new wave of hot money to take over as the third leg of the relay, and then it will be a drum-passing relay race to hype the game.
As for how high the market specifications will be in the end, Lao Yang can't predict. We can only wait and see one day at a time. Anyway, the cost advantage is there.
And whether this target can breed a big monster, the most important thing is to see tomorrow's first to second board.
…
At the same time, on the other side, Lu Ming participated in three exchanges with Niu for most of the day at the New Economic Forum. The forum will continue for another day tomorrow, but he will not come to participate again.
At about 16:00 in the afternoon, Lu Ming left the venue and was questioned by a large group of media reporters.
"Mr. Lu, what do you think of the performance of A-shares today? We noticed that not long ago, technology stocks plummeted in the afternoon, and the capital market did not seem to buy your account. What do you think of this?"
A reporter ran quickly to catch up with Lu Ming, but it was difficult for him to get close to Lu Ming because a group of accompanying bodyguards blocked the reporters even further.
But it didn't stop the sound from reaching Lu Ming's ears. When he heard this, he turned around and glanced at the reporter who asked the question, then withdrew his gaze and said calmly: "Short-term market price fluctuations do not affect the big logic. , The rejuvenation of a great country cannot be separated from the transformation and upgrading of high technology. To be short on technology stocks in the long term is to be short on my country. Wall Street will not dare to be short on my country in thirty years. Adhering to long-termism, the current technology stocks are a historic bottom and the real value depression."
Lu Ming also has good intentions now, hoping that some retail investors can seize this wave of wind and resist this final drop.
But what is certain is that most of 80% of retail investors will arrive before dawn. This is how the market is, and Lu Ming has never made bearish remarks on the market in public. Looking at his past public remarks, they are all bullish.
If he directly makes bearish remarks, the village chief on the other side will call him immediately because his influence is too great.
However, at what time point and where to look long, this is very critical.
Another reporter asked: "Mr. Lu, can you talk about the factors that caused the stock market crash in 2015 in a macro perspective? And does it have the same logic as the current stock market in 2018?"
What I have to say is that the performance of Big A from the beginning of this year to the present has been very disappointing to investors, and the market has been bearish throughout the year.
Lu Ming answered this question by the way: "To deconstruct the one-to-five-year plunge, we need to understand why it surged. Pushing forward one year to 2014, it was announced that the economy would enter next week. The real economy was in recession, and production capacity was seriously overcapacity. In the economic downturn,
Under this pattern, funds must flee from entities, and the only market that can accommodate the fleeing funds is the stock market.”
"Investors must have withdrawn their funds and put them into the stock market. That year coincided with the promotion of financial reform, and the mainland opened up the entry of foreign capital and allowed over-the-counter capital allocation. This series of financial liberalization mistakes coincided with the entry of a large number of capital flight entities.
The objective flow of the stock market has caused a bull market in one to five years."
"After going long, of course, you will go short, otherwise how can you cut the leeks? Capital drives a large number of retail investors to go long together, and you can cut the leeks by clicking them. At that time, Tiansheng Capital had just been established for a few months. To be honest, at that time
We really wanted to go short. The outside world once suspected that Tiansheng held a short position. If we went short, the profit would at least double. But we did not go short in the end. Tiansheng Capital will never short A shares. This sentence has always been
It's valid, at least I can guarantee that this sentence is valid while I'm in charge of Tiansheng."
Lu Ming once again publicly emphasized this point.
The reporter quickly asked: "What does it have to do with today's logic?"
Hearing this, Lu Ming replied without thinking: "The bubble in the capital market has burst, the stock market investment has failed, and it cannot be revived in the short term. The funds can only continue to flee. Where to flee? There are only three markets that can accommodate such a huge amount of funds. The stock market
, the bond market and the property market. At that time, the bond market was not good, so it was only the property market, which then caused the real estate bubble to blow up, so the property market skyrocketed in 2016."
Another reporter followed Lu Ming and said after he finished speaking: "So you have long predicted that the property market will skyrocket, but why don't you enter the property market? As far as I know, Tiansheng Capital has not been involved in real estate in the past three years.
Looking at the market layout, is this a huge loss and a strategic mistake?"
At this moment, Lu Ming suddenly stopped when he heard this, and the entire moving crowd also stopped. Lu Ming followed the sound and looked at the reporter: "Houses are for living in, not for speculation.
, if Tiansheng Capital just blindly pursues the ultimate profits, it is absolutely impossible to achieve today's achievements. What is the difference between blindly pursuing the ultimate profits and Wall Street?"
"Some people say that Tiansheng Capital is private capital. This statement obviously has huge limitations. Tiansheng Capital should be a non-bank financial institution with social capital as the main body and mixed private capital for joint development. Since it is social capital as the main body,
It is destined that Tiansheng Capital will not enter the property market to speculate in real estate. Real estate speculation will not be beneficial to the country, the people, or society."
After saying that, Lu Ming walked away again and stopped accepting interviews from any media reporters. Surrounded by accompanying bodyguards, he got into his own car and left the New Economic Forum.
A reporter at the scene watched Lu Ming's motorcade drifting away and said with emotion: "I have to say that it is no accident that Lu Ming has achieved today's achievements and influence. I don't know how much he has made a fortune at such a high level.
There are so many bosses there, no wonder his reputation is so good, especially in Ningzhou."
His partner also said: "This is probably the fundamental reason why he can still stand up, but I still can't accept that he is so young."
