Many investors saw that Tiansheng Capital once again strongly recommended the allocation of gold assets, which immediately attracted a lot of ridicule. They all said that this brother is a tough guy. It has been October since May this year, and almost half a year has passed.
After getting the gold, I still lay there and didn't touch it. During this period, I even explored some depths.
If someone who listened to Brother Yi had been holding gold in May, not only would he not have made any money, but he would have even lost a few points.
But then again, the price of gold does not fluctuate as much as stocks. The absolute loss is not much, but the time cost is a lot.
The grumpy old man couldn't bear it anymore and felt that it was a waste of market prices, but now there is no market for Big A.
As soon as Tiansheng Capital’s bearish research report came out, a sarcastic voice soon appeared in the market. They began to say that Tiansheng Capital had been trapped in gold investment, and this was to get investors to invest in it.
Untie the trap.
In addition, almost half a year has passed and the price of gold has not improved. With such voices fanning the flames, many people can no longer hold on.
Although Tiansheng Capital has never cheated retail investors, many people still think that Tiansheng Capital, as an institution, must be thinking about itself. This cannot be blamed on retail investors’ distrust. After all, it has been cheated by institutions countless times.
The emergence of Sheng Capital is still difficult to adapt to in a short period of time, which naturally affects judgment.
In fact, keen funds have already judged that the price of gold is about to start today. From the perspective of gold TD, technically speaking, this period has reached the end of the convergence triangle, and the low point does not reach a new low, but the high point reaches a new high.
, the center of gravity continues to rise. Technically, this is a bullish signal. Just wait for a big positive line to pull up to complete an effective breakthrough.
This is on the one hand, and on the other hand, the beautiful country is driving its ships to greet people on this great day. This represents the potential probability of global risk events. It has shown that the external environment is complex and changeable, and as a major avoidance
Gold, a risky asset, will definitely react.
Tiansheng Capital recommends that everyone actively allocate gold at this time. Large funds or institutions that want to raise funds will naturally jump out and sing the opposite. In this way, we hope that there will be fewer people rushing to raise funds, otherwise they will become the ones carrying the sedan chair.
…
What is supposed to come will eventually come, but investors did not expect it to come so quickly.
Just after Tiansheng Capital released a bearish analysis report, the next day on October 2, Hong Kong stocks fell sharply at the opening of the market. The Hang Seng Index fell sharply -2.38%. The domestic big A did not open the market due to vacation.
, otherwise it will definitely be dragged down by Hong Kong stocks.
As the saying goes, blessings never come in pairs and misfortunes never come singly. Once a bad thing happens, there is often more than one.
After the Hong Kong stock market opened sharply, there was also a problem in the United States on the other side of the Pacific. On October 3, there was a sudden large-scale sell-off in the country's 30-year and 10-year long-term Treasury bonds. This caused the U.S. long-term Treasury bond yields to fall sharply.
Due to violent fluctuations, the North American stock market, especially the Nasdaq index, began to fall continuously, and all three major North American indexes showed signs of turning heads.
During the holiday week, when the Nasdaq index was about to reach a record high, it actually fell for six consecutive trading days. The Nasdaq index fell from the previous high of 8133 points to 7735 points one after another. The Dow and S&P 500
Although the decline was not as large as that of the Nasdaq, these two major indexes also clearly turned downward.
Investors in Big A gradually trembled when they saw this situation. The external market is continuing to deteriorate. According to traditional practices, Big A has a high probability of following the market opening after the holiday.
At this time, the bearish research report on U.S. stocks just released by Tiansheng Capital was once again hotly discussed by domestic investors.
"As soon as the risk warning was given, the American side started to fall, what a great story!"
"Is Brother Yi so powerful? Can he affect the rise and fall of U.S. stocks?"
"It's a bit too much to say that it affects the rise and fall of U.S. stocks. I don't deny that Tiansheng Capital has a great influence, but it is only domestically. Of course, it cannot be said that it has no influence on a global scale, but it is certainly not like it is in China. U.S. stocks still look to Wall Street.
Yes, Tiansheng Capital’s energy is definitely not as powerful as Wall Street’s.”
"I can only say that the risk warning in this research report by Tiansheng Capital is not to deceive retail investors. It is really using its professional capabilities to remind retail investors to avoid market risks. It is difficult for me to adapt to the emergence of such a conscientious institution in Big A."
"Is it true that Brother Yi will never cheat people? Go read the analysis reports of Tiansheng Capital yourself, or don't publish them. Generally, the reports issued are objective and neutral analyses. Who makes you not believe it?"
"It is indeed the most outstanding investment institution in China. Generally speaking, it does not speak out, but when it does speak out, it is extraordinary. It highlights a major and is indeed a conscientious institution."
"Tian Sheng's research reports should be paid attention to in the future, and don't get stuck with petty money."
"Looking back over the years, I found that Brother Yi always sent wealth codes to the market from time to time, and everyone who caught them became rich."
"Understood, stud gold will open next Monday...[dog head]"
"Just do it!"
…
The performance of the external market has made the previous attempts to guide public opinion to doubt Tiansheng Capital self-defeating, and further strengthened the authority in the minds of the majority of investors, especially retail investors.
Believe it or not, the actual market trends are completely consistent with Tiansheng Capital’s research report and analysis. Even if people from Tiansheng Capital are unhappy, it is impossible for them to have difficulty with money.
With the deterioration of the external environment, it is obviously not conducive to the opening of the Big A market. The current Big A market has not yet opened, but it has already opened during the holidays and people are panicking, and panic is extremely contagious.
On October 7, the last day before the market opened, new news came out.
In order to further support the development of the real economy, optimize the liquidity structure of commercial banks and financial markets, reduce financing costs, and guide financial institutions to continue to increase support for small and micro enterprises, private enterprises and innovative enterprises, the Bank of Yangyang has decided that from the 15th,
The RMB deposit reserve ratio for large commercial banks, joint-stock commercial banks, city commercial banks, non-county rural commercial banks, and foreign-funded banks will be lowered by 1 percentage point.
Finally, there is good news about the RRR cut.
The central bank’s fourth reserve requirement ratio cut this year will release more than one trillion yuan in funds, and the market interprets it as lowering the deposit requirement ratio of commercial banks by 1% to hedge against external risks.
At the same time, the upper management has sent a signal to the market, that is, the monetary policy has not changed, which will help boost market confidence when the external market falls.
Investors who have just entered the market are very encouraged to see this news. The central bank has lowered the required reserve ratio, which is good for the stock market.
But old investors are even more panicked, because according to past historical experience, every time the central bank lowers the reserve requirement ratio, it does not rise but falls.
No matter what, the market will open tomorrow and the results will be known soon.
…
On October 8, the A-share market finally ushered in its first trading day after the holiday. Today’s Big A is destined to be an uneasy day.
At this time, it was around 9 o'clock in the morning, and I was in the WeChat group of Lao Yang.
There were still about ten minutes left before the collective bidding. At this time, Lao Yang said in the group: "Today's opening, we still have to make a move. The positions held by Tiansheng Holdings will be closed by one-third."
Group friends: "Roger it!"
Group friends: "The order has been placed!"
Group friend: "Lao Yang, Tiansheng Holdings is going to fall? Is it so serious? Isn't it a lowering of reserve requirements?"
Lao Yang: "Avoid short-term risk fluctuations. The external market is going very ugly. In the past, there was no increase the day after the news of RRR cuts came out. Don't believe in evil. But this is not the point. The focus is still on the performance of the external market.
Although Tiansheng Capital has been banned globally, everyone with a discerning eye knows that Tiansheng must have a dark market in the peripheral market, and such a situation in the peripheral market will inevitably affect Tiansheng's performance."
Group friend: "Your analysis is wrong, Lao Yang. Look, Tiansheng issued a research report to be short on U.S. stocks before the external market fell. This means that the current market trend is within Tiansheng's expectations. Since it is so certain,
If you go short, you can still make money."
Group friend: "This analysis makes sense."
Lao Yang smiled and said immediately: "It is also a logic, but this is based on the long-term perspective. The short-term fluctuations are not here, but due to foreign investment."
Group friend: "Foreign capital?"
Lao Yang affirmed: "Yes, my prediction is that foreign capital will definitely be the main force in smashing the market today. The Nasdaq has been negative for six consecutive years. There is a high probability that foreign capital will free up A-share funds in order to buy the bottom of U.S. stocks. This
For Big A, funds are flowing out, which is a negative factor. In addition, a considerable number of domestic people like to follow the trend of foreign capital, which will inevitably amplify this short position. The short-term downside risk logic is at this node, and when the time comes, foreign capital will
Being able to buy A-shares at the bottom can be said to be a win-win situation for both sides, and they have always done this."
Group friend: "I was careless. I thought I was on the third floor, but Lao Yang was already standing on the fifth floor."
Lao Yang laughed and said: "That is to say, we are betting that foreign capital will go to buy the U.S. stock market at the bottom, and today's foreign capital will flow out. Also, the day before the market opens, the central government hastily released the news of lowering the required reserve ratio. It seems to be good, but in fact it is increasing market panic, but
If you think about it in reverse, you can come up with completely opposite logic. If you have a problem, you will lower the standard. If there is no problem, why should you lower the standard?"
Group friend: "That makes sense."
Lao Yang: "But Tiansheng Holdings is definitely bullish in the long term. There is no doubt about this. I firmly believe that if there is a strong premonition that it will go down in the short term, then you should do a little T and reduce the cost. If you are wrong, admit it."
You always have to bear some risk if you take it back during the session and gain higher profits.”
After chatting for a while, Big A was about to open.
