On the market, the large capital of 300 yuan from small and medium-sized enterprises took the lead in firing the first shot of ignition. The power of 200 million is that the stock price directly rises at a vertical angle of 90 degrees and goes from underwater in more than ten seconds.
The -4.7% decline immediately turned red and soared directly to a position of +2.26%.
The barrage also exploded.
"????"
"???"
"Niu Bi Niu Bi 6666, 6 must fly!"
"Can this damn thing become famous?"
"The damn main force made a sneak attack at the end of the game!"
"It's too late to place an order. I didn't dare to put up the daily limit to scan for goods. As a result, I couldn't buy it at all. It soared too fast."
"A ticket with such a large trading volume actually achieved an amplitude of 8 points with only 200 million. It seems that the panic market has almost killed it."
"Still rushing? What are you doing?"
"No, right? You don't want the floor and ceiling, right? No, right? That's not the case, right?"
"What the hell, if you want a slow rhythm, why don't you just go from weak to strong within the day?"
"It's over, Old Demon Dongfang is over."
"Nice pen, Oriental old demon YYDS, I've eaten a lot of meat today haha, it's the first time in my life that I've caught the ground, it's an exciting move haha!!!"
"Wo Zhi Ni Xue Ma, when the limit fell, you pulled the board in the late trading? The main force, NTMSL, right? Yesterday, the board hit the sky and the floor, and today, when the limit fell, you pulled the floor with your backhand?"
"Stop cursing here, which is embarrassing. Whoever comes in to play doesn't know that they are gambling. I don't look down on gambling dogs, but if you lose the bet and catch a throwing knife and curse, then you can't stand it. If you can't afford to lose, don't come here.
Playing with monster stocks.”
"The labor and management scolded you for meddling in your business? Are you looking for scolding? It's just a petty comparison!"
"As long as you are happy, oh, it seems like you can't be happy either, but as long as everyone is happy... [manual funny]"
"Going to NM."
"As an adult, you are willing to accept defeat. Don't be like a clown. If you can't afford it, don't play."
"Yesterday, the market hit the ground at the end of the session. Today, a sneak attack at the end of the session brought the floor to the ground. If you follow the rhythm of this market, you will make a lot of money. If you follow the wrong rhythm, it will explode on the spot."
"I just watched the fun, and I was so happy following the simulated market. I didn't dare to go to the real position, my little heart couldn't bear it...[face covering]"
…
As Feng Xiaocheng, the trader of SME 300, started to sweep the list, other funds quickly joined forces to take charge of the battle.
At 13:58, another wave of hot money joined the ranks of closing the market. At 14:00, 13,000 lots were traded at the daily limit, 10,000 lots were traded again at 14:01, 8,992 lots were traded at 14:02, and continued at 14:05
10,000 lots were traded, and 6,762 lots were finally traded at 14:33. At this point, Dongfang Laoyao’s short-selling power was completely exhausted, and no one left.
Because orders on the board have been closed for millions of orders, there was not a single blow-up from the moment the board was closed until the closing. It was quite a strong weak-to-strong pattern, and the intraday divergence immediately turned into a consensus.
In the end, Dongfang Laoyao's stock price closed at the daily limit of 37.41 yuan, with a huge trading volume of 6.2 billion throughout the day, directly knocking the stock king from the top of the list of individual stock transactions in the two cities.
Today's trading volume of Tiansheng Holdings is around 5 billion. The stock kings dominate the daily trading volume of stocks in the two major A cities. However, every now and then, some popular monsters or stocks under special circumstances will suddenly explode in volume.
, and then the stock king was pushed down, but being pushed down every three to five times was not a once-in-a-lifetime thing, and the stock king was used to it.
…
In the afternoon, Tiansheng Capital’s new headquarters.
At this moment, Lu Ming is having a strategy meeting with the company's internal investment research department. In addition, Li Mingyang and many other public and private equity fund managers are also attending the meeting.
"In terms of the general environment, the downward pressure on the overall economy continues to intensify. This is a real problem that must be faced. Promoting economic growth through stimulating consumption has had little effect. Consumers have few pennies in their wallets, and there is also a new population.
There is a downward trend year by year, these are unavoidable problems." said an analyst who participated in the meeting.
Lu Ming sat in his seat and leaned on the chair, covering his mouth with one hand and not speaking, but listened to everyone's speech.
At this time, a public fund manager attending the meeting said: "Since consumption stimulation cannot stimulate the economy, according to traditional operations, we can only use large-scale infrastructure to stimulate it."
Several other participants couldn't help but nod, obviously agreeing. This meeting must determine the general direction so that the investment strategy can be further refined.
Looking back on the past, we will find that whenever there is downward pressure on the economy, the country will carry out large-scale infrastructure construction to stimulate the economy. Even the less money there is, the more investment must be made, and investment must be made in places that cost more, mainly infrastructure, real estate and
For production equipment and facilities, the role of infrastructure is far greater than the project itself.
Usually, if you want to develop, you will first issue treasury bonds. The interest rate is about 3.5, which seems to be quite a lot. But if you take inflation into account, if you return the money after five or ten years, it will almost be in vain.
Another is that when large-scale infrastructure needs to be developed, most of it is already in a state of economic downturn, so the cost is much lower than when the economy is booming.
Developing infrastructure also requires a lot of manpower and material resources, which can attract many upstream and downstream enterprises and create employment. The results are obvious. For example, during the reform period, roads were different everywhere, airports were very scarce, and it was difficult for even researchers to go there, so the consensus at that time was
The principle is to let go and cultivate.
The originally planned two-lane highway will be directly expanded to four lanes, and the originally planned four-lane highway will be directly expanded to eight lanes. From a planning perspective, there is no need to worry about redundancy, because there are too many facilities needed for urban development. In short, they will be repaired first.
When the economy goes down, infrastructure construction takes precedence. The logic here is not difficult to understand. Money will flow into related enterprises, and then into lower-level enterprises, and penetrate step by step, thus promoting economic prosperity in a short period of time.
Everyone expressed their opinions for a while. Lu Ming, who was sitting in the chief position, put down the hand covering his mouth, opened a bottle of mineral water, took a sip, and then said: "Of course the methods of the past can still be used, but they cannot be used."
There is path dependence, so our strategy cannot be path dependent, otherwise we will not be able to keep up with the national strategy."
Lu Ming looked around the crowd and added: "In many places, infrastructure issues are built first, and then whether they can promote local economic development is left to industrial investment and real estate. The result? Many cities have no pillars.
The industry and economy are not doing well, the local area cannot collect taxes and is heavily in debt. While the birth rate is declining, the original population is still exodus, which results in empty cities. The country has also seen such shortcomings, so..."
Having said this, Lu Ming couldn't help but pick up a piece of information on his desk and paused after flipping through a few pages. This page contained investment targets in various infrastructure fields.
Lu Ming stared at the list above and said: "For infrastructure-related targets, I suggest that all managers focus on Heile Cement, Tiansan Co., Ltd., Dongfang Yuhong, Sanyi Heavy Industry, Hengli Hydraulics, Aidi Precision, Zhonglian Heavy Industry, etc.
, just the third paragraph of the six pages is enough. As for the subject matter, there is no need to participate, or do not participate deeply.”
The fund managers present at the meeting all have their own investment logic, and they have great power. The company cannot force them to buy stocks, especially active fund managers, and if the performance is not good, they can blame you. Who asked you to take care of it?
of?
What Lu Mingneng manages is the strategic investment of Tiansheng Capital's own capital, such as primary market venture capital, private equity investment, LP institutional member capital investment, etc. These are large-scale investment strategies that can easily cost hundreds of billions.
As for public funds for Christians, it is the decision of fund managers, but Lu Ming's suggestions can naturally have an impact on them to a great extent.
After a while, Lu Ming withdrew his eyes from the materials, looked around at everyone, and added: "So this time the economic downturn pressure means we definitely cannot continue to pursue the original model, but the underlying logic is still there, so we have to upgrade the infrastructure.
version, that is, new infrastructure, focusing on several major areas such as 5G infrastructure, UHV, big data centers, new energy, etc. Its purpose is self-evident, and it is still to solve the current crisis."
Everyone couldn't help but nod, especially in the area of new energy. The company's layout has been launched since mid-2017. At that time, Lu Ming made a big move of 200 billion. At that time, he was trying to support the new energy sector, which was in a downward trend.
There was a major rising wave of considerable magnitude, and then it started to fall, and it has continued to fall until now.
During this period, many people ridiculed Yi Ge for being locked up in both new energy and technology semiconductors. Even now, some people still say this, but Tiansheng Capital did not pay attention to it at all, and Lu Ming did not pay attention to these remarks.
.
Tiansheng Capital has basically completed its layout in these fields, and is waiting for the next five-year plan to be released. Driven by the Z-plan, it will definitely take off from the same place.
