The 15 billion invested by Chaoyun Trust will be remitted to Tiansheng Capital's account in three tranches within the next week. To be precise, a total of 15.15 billion plus a 1% subscription fee will be added.
What I have to say is that Chaoyun Trust’s 15 billion yuan is a timely gift. Tiansheng Capital has 11 billion yuan of its own, plus 30 billion yuan of financing leverage funds, a total of 56 billion yuan. Not surprisingly, it basically swallowed up the Anshi Group.
It's stable.
In the trading room, the midday session was about to open in five minutes. Lu Ming immediately said to Li Mingyang: "Old Li, starting from today, Tiansheng Pioneer Hybrid Fund will change its investment strategy and start doing long-term price investment!"
"Price investment?"
Li Mingyang thought he had heard wrongly. It felt outrageous that a big boss like the boss, who took opportunism to the extreme, would suddenly give you the whole sentence of "playing the game". However, after he reacted, he seemed to have thought of some reason, and couldn't help but curiously said: "Boss
, is it from the management side..."
He did know that at the end of the morning trading, the village chief called for an interview. The specific content of the interview was unknown, but it must have something to do with the recent brutal profitability of Tiansheng Pioneer Hybrid Fund.
Lu Mingyun said calmly: "There are some reasons, but it is not the main reason. Without management as a factor, I will return to value sooner or later. The relationship between value investing and technical analysis is like the relationship between Tao and art.
Use Tao to gain momentum, and use skills to gain timing.”
"Or maybe the value investing school is like the branches of a tree, while the technical analysis school is like the branches and leaves. The branches are simple and smooth, while the branches and leaves are colorful and up and down. When the amount of funds is small, speculation can obtain short-term explosive returns.
, but the amount of funds is huge, tens of billions, hundreds of billions or even hundreds of billions, can we still escape like the current two to three billion? There is no other way but to grasp the pulse of the times and take advantage of the general trend."
100% of the profit of 3 billion is 3 billion, and 1% of the profit of 300 billion is also 3 billion. This is the difference between the technical school and the price investment school. It is only a difference, and there is no advantage or disadvantage.
Each has its own strengths and weaknesses.
It is one-sided to compare the advantages of the technical group with the disadvantages of the price investment group, or to compare the advantages of the price investment group with the disadvantages of the technical group.
The stock god Warren Buffett was still a speculator when he had a small amount of capital in the early stages of development. Lu Ming was also a speculator. Even when he reached one billion, he was still a speculator. If he had invested at a price of 100,000 yuan since entering the market, then he would burp.
I can't even make 100 million that day.
Strictly speaking, Lu Ming is not doing value investing, but trend trading, because the four words value investing are the biggest lies in the market.
As the afternoon session opened, Lu Ming began to give instructions to traders: "Close all sellable positions and buy Maoti, Luzhou Laojiao, Wuliangye, Haitian Weiye, Ganfeng Lithium, and Bi
Yadea, Zhongguo Pingan, Yiwei Lithium Energy, Huayou Cobalt, Fuyao Glass, these ten targets bought 1% of their positions today."
Make a bottom position first and make a mark first.
Traders in the Zhongyang trading room execute the trading orders immediately after being assigned them. These ten stocks, especially the major consumer stocks Moutai, Laojiao, Wuliangye, and Haitian Weiye, must remain among the top ten stocks for many years.
The position is full, and the other few tickets will have to be obtained in December this year before the position can be considered for stock exchange.
For these ten targets, we will first establish a 1% bottom position today. Now is not the time to buy heavily. It will take two days of sharp decline before the market sentiment reaches the freezing point.
Lu Ming issued another order: "Buy and build positions in An's shares at low prices in batches until the fund's individual stock positions are filled."
Tiansheng Pioneer's current fund size is only about RMB 300 million per stock.
At this point, Lu Ming's operation of Tiansheng Pioneer Hybrid Fund is over. The total stock position is 35%, and the remaining 60% of the position is held on the sidelines to wait for the best entry opportunity in two to three days.
The management was also paying attention to Lu Ming's operations through the real-time monitoring hall of the trading room. After seeing the eleven new targets he opened in the afternoon, he showed a happy smile.
But it can be regarded as a calming down and no fuss, which finally makes people worry less.
Lu Ming's next operation not only made the leader more gratified, but also more satisfied.
"Buy An's shares around 12.2 to 12.5 yuan. The company's institutional account funds are 11 billion yuan. You can trade as much as you can in this price range today."
"Mr. Lu, what are you..."
Next to him, Li Mingyang was a little confused. He never thought that BOSS would choose the stocks of Anshi Group. Anshi Group must be an excellent listed company, but its stocks are definitely not worth buying.
Because the company's senior management is deliberately suppressing the stock price and refusing to rise, the stock price six years ago was in the 15 yuan range. Today, six years later, it is still in the 15 yuan range. After this market crash, it once fell below 12 yuan.
Yuan price.
Li Mingyang would never have dreamed that his boss just wanted to eat the premium of Anshi Group's shares? He wanted to swallow up the entire Anshi Group in one gulp.
Lu Ming pretended to sigh and said: "There is nothing we can do, Lao Li. The management encourages all funds in the market to hold or increase their holdings of big blue chips. You must be aware!"
Li Mingyang nodded in sudden realization. It turns out that BOSS had to buy this kind of ticket because of this pressure. It is not difficult to understand.
Time passed by minute by second, and in the last five minutes of closing, Anshi's trading volume today was close to 8 billion, and the final closing price was 12.37 yuan, a drop of -4.26%.
The institutional account directly operated by Tiansheng Capital has a transaction volume of 2.3 billion, with an average transaction price of 12.29 yuan, and holds 187 million shares, accounting for 1.18% of the total share capital. Next week, it will continue to secretly scan the secondary market to a proportion of 5%.
At that time, just raise your sign!
After the market closed today, another 1,000 shares fell by the limit. The intraday low on the main board reached a new low of 3629.56 points, and the lowest fell by more than -7%. This hit the allocation market, and almost all OTC allocations were liquidated. Umbrella trusts also had most of their positions liquidated.
, normal margin trading and securities lending business have already seen forced liquidation of positions, and the number is not small. The number of positions approaching the liquidation line has increased sharply, gradually triggering systemic risks.
It was another day when the 1,000-share limit fell, with only 33 stocks hitting the daily limit in the two cities.
Big A went crazy and went crazy, and all the investors were driven unconscious and confused.
The net values of all major funds are also terrible. Today's net value reference of Tiansheng Pioneer Hybrid Fund is also terrible as usual. However, investors holding funds in it are not panic at all, because since the flash crash, the net value reference has plummeted by 8% every day.
Nine points, but the actual net worth is updated by eight or nine points every night, and it rises by more than ten points at every turn, which is quite exaggerated.
The people lying inside are crazy with joy. Even the people who were in the previous high position and did not cut their meat in the previous wave have now doubled their profits. It is like a dream. Half a month ago, they were almost cut in half, and more than half.
A few months later, it has doubled.
The only pity is that the fund has not yet opened for subscription. If it had opened for subscription, the price of the gold would have almost quadrupled by now.
But so far, Tiansheng Enchantress has always closed her doors and thanked guests.
Now the style of the comments under Tiansheng Pioneer Mixed Fund has changed again. They are all lemon monsters, and the sour smell of the messages on the screen is almost overflowing the screen.
I have all kinds of envy, jealousy and hatred for the person lying inside.
Of course, there are also various N-person blood books open for subscription.
…
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