Friday, March 8, Tiansheng Capital Headquarters, Chairman’s Office.
Not long after the meeting this morning, Lu Ming did not attend the meeting today. Li Mingyang, who manages the Tiansheng Value Growth Hybrid Fund, and Feng Xiaocheng, who manages SME 300, were called over by Dabo SS before entering the trading room.
"It was rumored yesterday that the management named and criticized PICC, Jiancheng Investment and Tiansheng. The three major newspapers this morning refuted the rumor. To be honest with you two, at least I did not receive a call from the relevant parties." Lu Ming was sitting in the office. At this moment
Li Mingyang and Feng Xiaocheng were in the office.
"Boss, are the rumors refuted by the three major newspapers really refuting the rumors or..." Li Mingyang likes to call him boss, while Feng Xiaocheng likes to call him boss, but it doesn't matter how he is called.
Lu Ming smiled calmly and said slowly: "The new leader came up and said he would not interfere with the market and interfere less with the market. He must be true to his word, so I believe this refutation of the rumor is true, but..."
At this point, Lu Ming changed the subject and added: "Not interfering does not mean that you have no ideas. You have to understand it separately. When such news comes out, do you think you have ideas or no ideas?"
Li Mingyang replied: "Maybe he has an idea."
Lu Ming suddenly snapped his fingers and said: "That's right. If you have ideas, don't interfere. Those who are aware will know what to do. Cool down and get rid of your ideas!"
Obviously, both Li Mingyang and Feng Xiaocheng have fully understood the spirit of their immediate bosses. The answer is not to rise so sharply, and the market cannot be overheated, otherwise it will reach 5,000 points in a month or two, and then there will be another round of stock market crashes with thousands of shares falling to the limit.
Performed.
What should I do? What else can I do if I smash the plate?
Li Mingyang couldn't help but said at this time: "Boss, if the heavy holdings of Tiansheng Value Growth Hybrid Fund are to be reduced, it must be announced in advance."
Lu Ming immediately stopped: "No, we can't issue a shareholding reduction announcement. The Tiansheng brand is now a weather vane and barometer of influence on the current A-share market. I am still the name of this fund manager. You...
As soon as the announcement is made, the market will think that I have run away, and there will definitely be a large number of people who will crazyly interpret that cooling the temperature does not mean freezing people to death."
To this day, Lu Ming still finds it difficult. It is easy to get money into the market, but it is not easy to get out. Countless pairs of eyes are staring at you. Do you want to run away? It is not that easy. If you are forced, everyone will die together and die together.
Li Mingyang spread his hands and said, "What should we do? All the heavyweights are acting in concert."
The heavy holdings held by Tiansheng Value Growth Hybrid Fund itself do not reach 5% of the total share capital, but Tiansheng Capital has exceeded it, which means they are acting in concert. Therefore, Tiansheng Enchantress must announce in advance if she wants to reduce her holdings in the secondary market.
Unless the operation is illegal, but this kind of thing will obviously not be done.
Moreover, the reduction operation of Tiansheng Value Growth Hybrid Fund is not done through the secondary market, but by changing the left hand to the right hand, not to the secondary market, but to the LP name of Tiansheng Capital.
By bypassing this restriction, even if the price falls, it is the LP that pays the price, not the secondary market.
At this time, Lu Ming looked at the other party and asked: "Are you sure they are all acting in concert?"
Hearing this, Li Mingyang pondered for a moment and said to himself: "It seems... it seems... Oh, by the way, there is indeed one heavy holding, PICC, and Zhongguo PICC are not persons acting in concert."
The PICC stock is a new insurance stock that has just been listed for about three months. Tiansheng Capital has not participated in the subscription at all, and it is not included in the Tiansheng 50 Index compiled by its own company.
After reacting, Li Mingyang was greatly shocked. The boss had even thought of this, and had made plans in advance to lay such a foreshadowing?
Lu Ming said solemnly: "In this market situation, the most popular leader in the insurance sector is PICC, the most popular leader in the securities sector is Jiancheng Investment, and the most popular leader in the banking sector is Bauhinia Bank. Lao Li, you will enter the trading room later, and PICC will directly
If you give me a bid, it will be smashed, and you must press a one-word lower limit to open the market."
Li Mingyang nodded and responded: "I understand, boss."
Lu Ming turned to look at Feng Xiaocheng and said: "Xiaocheng, your SME 300 participated in Bauhinia Bank."
Feng Xiaocheng nodded and reported: "Yes, boss, I participated in the long rise on the second board. At present, the main rise of the target has increased by about +146%, and the floating profit of my position is about +72%."
Lu Mingyan said concisely and concisely: "You can't push it up today. I want to see it drop to the limit today."
Feng Xiaocheng nodded again: "Understood."
Lu Ming once again explained some key operations in the market, and the two of them left the office and went to their respective trading rooms.
What is the most effective way to cool down the stock market?
Press the faucet directly to death, and it will be lowered for you immediately.
In this rising market, Zhongguo PICC is the undisputed leader in popularity in the insurance sector, Zijin Bank is in the banking sector, and Zhongxin Construction Investment is in the brokerage sector.
The sharp rise in these three targets is an obvious rise in drumming and passing, accompanied by sky-high prices, high volume and high turnover rates.
If the People's Insurance Company of China is pushed down to the limit, the insurance sector will stall out; if Zijin Bank is pushed down to the limit, the banking sector will be stalled; as for the brokerage sector, Zhongxin Construction Investment's Lu Ming cannot do so directly.
Because this stock held by Tiansheng Capital and its concerted parties accounts for more than 22% of the total share capital, it was also included in the Tiansheng 50 Index constituent stocks when it was first listed.
Moreover, the securities sector is quite special. Zhongxin Construction Investment is the popular leader, but the real leader in the sector is Tiansheng Holdings. If you want to shut down the securities sector, you have to knock down the stock king. Since this is your own company, you will not operate in violation of regulations.
Under the premise, Lu Ming does not have much room for maneuver. Tiansheng Capital itself does not have its own stocks. If the company pays to buy its own stocks, it is called a repurchase.
Unless Lu Ming reduces his holdings, this is obviously impossible.
But it doesn’t matter. Lu Ming is not worried at all. Once his emotions are manipulated, he can use a small amount of funds to move the direction of the entire market. Killing PICC and Bauhinia Bank is enough to bring down short-term emotions. He will press the limit without hesitation.
It is equivalent to directly choosing the direction for the market.
Another thing is that Lu Ming believes that it is impossible for other large institutions not to have this awareness, so some major institutions in the market have a certain basis for tacit consensus.
The theme of today’s Big A is just two words: cooling down!
…
The call auction started around 9:15, and Lu Ming was also watching the market.
The call auction has just started, and the two targets of Zhongguo PICC and Bauhinia Bank have been pushed to the lower limit. Zhongxin Construction Investment opened lower by -7%, and Tiansheng Holdings opened lower by -3.13%. The collective bidding of the three financial fools is like this.
The stock investors were a little dumbfounded, and all the funds in the market were suddenly shocked.
However, everyone still has expectations. Orders can be withdrawn five minutes before the call auction. Maybe this is just a flop to wash the market. In the first five minutes, Zhongxin Construction Investment's bidding even rose to about +2%.
When 9:20 arrives, the call auction in the next five minutes will be different. After investors place an order and call the price, the order cannot be cancelled.
As a result, PICC directly put up 500 million yuan and one guy bid at the lower limit price. Bauhinia Bank also spent 173 million yuan and bid at the lower limit price. Who dares to take on such a bidding?
The amount of funds outside the market gave me no courage to place orders and raise prices.
As for Zhongxin Construction Investment next door, all the funds holding this ticket were so frightened when they saw the situation of the two idiots next door. They didn't even have time to lift their pants and ran away. They started bidding and fled. Zhongxin
During the last two minutes of the call auction, Jiantou's stock price suddenly plummeted to the limit.
The first big A share, Tiansheng Holdings’ call auction also went further down.
At 9:25, the collective bidding results came out. The three financial fools, all the popular leaders in their respective sectors, died suddenly.
Zhongguo PICC opened at the limit of one word!
Zhongxin Construction Investment opened at the limit of one word!
Bauhinia Bank opened at the daily limit!
The opening price of the stock king also opened at a rare low today, opening at 62,656.55 yuan, -3.65%.
The result of the big financial concept bidding is that it will directly overturn today's market. The Shanghai Stock Exchange Index will directly jump down to a huge gap of -2.19% at the opening of the bidding today.
Then the 160 million shareholders were dumbfounded. They opened the price increase list and took a look. 135 stocks were directly bid down to the limit. The call auction came and 100 stocks were down to the limit. Most of them were popular stocks. They had risen very sharply before. Regarding yesterday's run,
For those who entered the market, the collective bidding results were undoubtedly a blow to the head. Their heads were already buzzing and their consciousness was blurred on the spot.
The market hasn’t opened yet, and that’s it? Is this a bull market?
The sentiment of the entire market fell directly to freezing point.