The position changes of Tiansheng Value Growth Hybrid Fund are of great concern to the market. In the words of investors, even if the choices of these smart funds are incomprehensible, they must have their intentions and must be taken seriously.
Investors talk about the word "main force" every day. The main force in Big A that can be intuitively seen by everyone is Tiansheng Value Growth Hybrid Fund. Behind it is Tiansheng Capital. This is part of the market.
It is a super main force, and it is difficult for this main force to hide itself. The whole market will know it immediately if it makes a slight move.
Li Mingyang left with the materials Lu Ming gave him. The next step was to execute it. In addition to the company's internal transfer process to complete the left-hand swap, he also needed to buy some additional positions from the secondary market.
As for how to ship the goods later, that is not what Tiansheng Value Growth Hybrid Fund considers, but how Tiansheng Capital withdraws LP members and pockets the profits.
Lu Ming also has a way, but he will definitely not reduce his holdings and withdraw easily. He will just let LP resist the periodic decline. After all, the ballast stone of Big A is not just casual. The cost is low enough. Anyway, it will hit crazy new highs in the future.
Looking back in a few years, the cost will be simply the floor price, and LP institutions have signed agreements for fifteen or even twenty years.
Lu Ming gave the latest position adjustment of Tiansheng Value Growth Hybrid Fund. The top ten holdings are Tiansheng Holdings (9.98%), Maoti (9.98%), Wu Liangye (9.96%), and Haitian Weiye.
The top ten holdings are five non-bank financial companies, three wineries, a soy sauce factory and a pig farm.
It is worth mentioning that Anshi shares are no longer among the top ten holdings of Tiansheng Value Growth Hybrid Fund. When the reduction was announced, it was the part held by the fund that was reduced, no more, no less.
The current ticket position is actually ripe for intervention, but Lu Ming has not done so. The reason is that Huijing Group has not yet taken the bait. When will the cultural tourism industry of about 80 billion be taken over, Mr. An's "illness" will be
Things are getting better, and when the time comes, they will come out to turn the tide, and the two brothers of the An family will end their property dispute and make peace with each other. Everything will go smoothly, and it will be reasonable to fill up the An family's shares when the time comes.
…
It’s night in the Eastern Hemisphere, and U.S. stocks in the Western Hemisphere have also opened on time. Tonight is another sleepless night for investors who hold shares in Big A overnight.
US stocks crashed!
All three major North American indexes opened lower, and then opened lower and moved lower. Until the close, all three major indexes fell by more than -3%, with the Nasdaq even falling by -3.8% at the close.
Affected by the plummeting U.S. stock market, global stock markets have followed the decline. Big A has always followed the decline but not the rise, and stock investors are already trembling.
The next Wednesday, the domestic stock market opened as scheduled. As expected, the Big A followed the decline but not the rise. The Shanghai Stock Index opened with a gap down -1.36%, and the two cities were full of green.
However, it did not fall sharply after the market opened. Instead, it stepped back a little and started to rebound. Compared with the high decline of U.S. stocks, the current momentum of big A's decline has indeed tended to be exhausted. To put it bluntly, it has been falling for a whole year.
If it can’t fall anymore, once it plummets, OTC funds will buy the bottom.
At this moment, Tiansheng Capital’s over-the-counter funds continued to add positions in batches by taking advantage of the negative factors of US stocks. Tiansheng Value Growth Mix, operated by Li Mingyang, also began to invest in Dongcai, Jiantou, Zhongxin, PICC and other securities or insurance companies.
Shares are purchased in batches.
Tiansheng Capital has one word right now: buy!
The more they fall, the more they buy, and the more they fall, the more they buy. The reaction on the market is that the index cannot fall anymore and starts to rebound. However, the market is still very divided.
Lu Ming's current concern is not the domestic capital market, but the overseas US stock market. Entering December, the US stock market will send out "red envelope quotations" in the last month of the year.
Tiansheng Capital's overseas diving funds have been heavily shorted. This month, Lu Ming is completely bearish on the U.S. stock market.
As time goes by, the global capital market plunges as the U.S. stock market enters a unilateral plunge. The U.S. stock market ushered in the worst Christmas Eve. The Nasdaq and S&P fell into the bear market area this month. Big A also followed the decline.
To show respect, Tiansheng Capital entered the market in an orderly manner under Lu Ming's overall planning.
Starting in December, the U.S. stock market gave back most of its gains at the end of last month, with all three major stock indexes falling -9%. On December 21, the Nasdaq closed -21.9% lower than the record closing high hit on August 29.
It crossed the technical bear market threshold of a 20% decline for the first time since 2008.
Then on Christmas Eve, the 24th, the Dow Jones Index fell below the 22,000-point mark, and the S&P 500 Index plunged -3% again, officially entering the threshold of a technical bear market.
…
Tuesday, December 25th.
This morning, Lu Ming came to the company and called Qi Wei, the head of the company's overseas investment sector, into the office alone.
"Chairman, we really made a lot of money in December. The overall short-selling profit was 22.8 billion US dollars. We have closed the positions and evacuated according to your instructions. It will take about a week for the profits to be landed." Qi Wei was also very excited at this moment.
, I was already in awe of **oss. His precise grasp of the market and decisiveness of his actions made it difficult for Qi Wei to describe it in words.
If there is a stock god in the world, he is definitely his immediate boss. The capital market is his cash machine. His profit of 22.8 billion US dollars a month, which is about 157 billion yuan without considering exchange rate changes, would put a nuclear-powered money printing machine to shame.
Here in **oss, there is no bear market. It is a bull market every day.
Lu Ming laughed and said: "On the surface, it looks like a hindsight summary as the Wall Street Journal said. The recent political and economic developments in North America have shaken investor confidence. U.S. Defense Secretary Mattis suddenly resigned, and the Federal Reserve
The combined effects of interest rate hikes, slowing economic growth in North America, and the extension of the government shutdown in North America to January next year have caused the stock market to plummet."
Qi Wei immediately said: "Who doesn't know how to use hindsight? The question is, Chairman, did you foresee all this in advance?"
Hearing this, Lu Ming smiled and said in an orderly manner: "Talk about the sense of smell, the commander-in-chief and Powell can't urinate in the same pot. The commander-in-chief originally wanted to make him the head of the Federal Reserve in the hope of lowering interest rates.
This was good for his approval rating, but it backfired. On the 19th, the Federal Reserve raised interest rates for the fourth time this year, and the leader once again tweeted to attack the Federal Reserve..."
Lu Ming explained a lot of the logic of market judgment, but he did not tell Qi Wei the most critical factor. He was able to predict things in advance, and none of the 10,000 reasons could compare to this one.
Being able to see your trump card is already too much, but what is even more outrageous is being able to see your future trump cards.
Finally, Qiwei said: "Based on the current situation, the market is generally worried that Powell may be fired. Removing the top leader of the Federal Reserve is an unprecedented move, but for the current top leader of the United States, he may actually do this...
"
Lu Ming immediately shook his head and said: "No, the president has the right to appoint the top leader of the Federal Reserve, but he cannot fire him on his own initiative unless Powell resigns. Although the old man is unrestrained and does not follow the routine, destroying the independence of the Federal Reserve will offend the real people in North America.
He is the big tycoon behind the scenes, so just listen to him talk about it and don’t take it seriously.”
