The position changes of Tiansheng Value Growth Hybrid Fund have always attracted market attention, and their impact on the market is much greater than that of other public funds. One is the large size of this fund, and the other most critical factor is that this fund is in
To some extent, it represents the trend of a big name and super main force in the market, and plays the role of a weather vane.
Half of the top ten stocks disclosed in the last quarter were in the financial sector.
Not to mention the stock kings, including Zhongguo PICC, Zhongxin Construction Investment, Zhongxin Securities, and Dongcai are all among the top ten holding stocks.
Immediately afterwards, a round of exponential market started in full swing this spring. Brokerages and major financial sectors took off in an all-round way. The market also peaked from more than 2,400 points to more than 3,200 points. All three major indexes entered the technical bull market stage.
The Tiansheng Value Growth Hybrid Fund has also achieved a net return rate of nearly 80 points in this round of market conditions, significantly outperforming the index ETFs and the broader market at the same stage. The Shanghai Stock Exchange Index has risen by +23.93% so far in this round of market conditions, several times ahead of the market.
Personal position.
You must know that this is a super-large-cap public offering fund. One can compete with more than 2,000 other public offering funds worth over 100 million.
However, in the performance report released today, there have been huge changes in the latest quarterly positions disclosed. Among the top ten stocks, Big Financial only retains the king of stocks. In addition to Tiansheng Holdings, the other four targets are Dongcai and Construction.
Tou, Zhongxin and PICC are all gone.
Instead, there are four other targets, namely Anshi shares with a full 9.93% position, and the remaining three are all from big technology electronic semiconductors, namely Will shares, Lexun Precision and Wentai Technology.
During the holidays, all the major stock forums and communication groups are abuzz.
"Brother Yi actually ran away from Big Finance?"
"These have been doubled or even multiplied several times. I still don't want to run away. I'm keeping them for the New Year."
"Aren't Tiansheng Capital and its concerted parties the major shareholders of Jiantou and Dongcai? Why didn't the reduction of holdings be announced in advance? Is this an illegal reduction of holdings?"
"Looking carefully at the report, we found that there was no reduction in holdings in the secondary market. It was a transfer operation, and it was transferred to Tiansheng Capital LP to take over."
"Tiansheng Enchantress's saucy operation has long been understood. Leaving the profits to the basic citizens and transferring the risks to Tiansheng's LPs to bear the pressure, Tiansheng Enchantress is destined to rise forever. It may be the world's capital capital so far.
There is no investment product with the lowest risk and highest return in the market.”
"If Brother No. 1 has already run away, big financial companies will definitely be gone when the market opens next week."
"The market will be under pressure at the opening on Monday. The impact of Brother Yi's liquidation of large financial positions is too great, and all the super main players have left."
"I never expected that Tiansheng Enchantress would actually have a full position in An's shares. The large amount of funds involved in this promotion must have the shadow of Brother Yi, Damn!"
"Well, Tiansheng Capital actually only reduced its holdings by 2%, and it was for Tiansheng Enchantress. This should be for the yield of this fund. Why can't it hold on for a few more days? I'm so angry. I'm going to close the position.
Price above the floor!”
"When it was more than 22 yuan, the dog ignored me. Now it's more than 45 yuan and I can't reach it anymore. I don't dare to enter."
…
The content of the performance report disclosed by Tiansheng Value Growth Hybrid Fund has been analyzed and interpreted by various investors. People can't help but think of the last large-scale stock exchange of this fund, which was the top ten financial positions last quarter.
Half of the stocks are in big financial companies.
Now everyone knows how the market went after that. The spring market is in full swing. Those who followed the Tiansheng Value Growth Mixed Fund's instructions and bought and held big financial sectors are all getting rich.
At the beginning of this year, the Tiansheng Value Growth Hybrid Fund announced its latest quarterly holdings. On that day, the market bottomed out at 2,440 points, and then the financial sector, led by securities firms, broke out, pulling the market up into a big positive line, and it was a bald positive.
.
The market has now reached above 3200 points. The positions of this fund have once again undergone huge changes. The market has huge differences. Some people are optimistic that it will continue to rise. Some people think that this time Tiansheng Enchantress disclosed the latest positions and announced the big A stage.
Sex is at its peak.
In short, this position is very different. It is quite embarrassing for the Shanghai Stock Exchange Index to stand at more than 3,000 points. It can go up or down, and it has been playing for so many years.
But among the huge differences, one thing is quite consistent in the market, that is, it is not optimistic about the big financial sector. On the one hand, it is an indisputable fact that the big financial sector has risen too much since the spring market. On the other hand, Brother Yi has never been optimistic about it.
If big financial companies run away, this will be very negative for the market.
But at the same time, Tiansheng Yaoji is heavily positioning the technology semiconductor sector, and Yi Ge is chasing Wentai Technology, Lixun Precision and Will shares. Retail investors in these three targets are very excited. Of course, Yi Ge is here to carry the sedan chair.
Many people are optimistic that Yiyi Technology will take off next week. After all, big guys like Yi Ge will come to carry the sedan.
But at the same time, the differences here are also not small, because the technology sector has also surged very sharply during this market. The strongest one is the 5G concept sector. The entire sector has surged by as much as 70%, and semiconductors have also surged by more than 70%.
As much as 58%, and the consumer electronics sector also increased by more than 55%.
When it comes to individual stocks specifically, the three targets of Tiansheng Value Growth Mixed Fund's position adjustment, namely Wentai Technology, Weil Shares and Lexun Precision, have all doubled their current growth rates.
This makes it difficult for investors who want to copy the operation, because the latest top ten holdings of the Tiansheng Value Growth Hybrid Fund are not easy to copy. They are all already very high. Except for the three technology stocks, Anshi shares have also doubled.
, the position of Muyuan shares has not changed but the increase has been even greater, having increased by as much as 1.6 times.
The stock king doesn't need to think about it. Buying more than 6 million yuan per lot has nothing to do with retail investors. There is no need to think about Maoti now. It costs more than 80,000 yuan per lot and many retail investors can't afford it.
The only ones that retail investors can afford are Wu Liangye, Laojiao and Haitian, but retail investors don’t really want to buy these tickets at this time, including Mao Ti, because the stock prices of these three bottles of wine plus a bottle of soy sauce are currently too low.
Go to the highest position in history.
If such large-cap blue-chip stocks want to break through record highs and enter a new round of market conditions, it will be very difficult to release the hold-up orders ahead. Even if they eventually move upward, they will have to consolidate at new highs for a long time before they can digest the hold-up orders on the left.
Who knows how long it will take for the market to start trading? Judging from Tiansheng Holdings, it will take half a year to break through the previous high. The market can go up or down at this position.
Generally speaking, a group of retail investors who wanted to copy the stock found that Tiansheng Enchantress' work was not easy to copy this time. No matter which stock they copied, they were chasing higher prices.
…
Not long after Tiansheng Value Growth Hybrid Fund released its performance report, the news that this fund was fully stocked with Anshi shares reached Wei Jianping's ears, which made him even more convinced that there must be some irreconcilable relationship between Tiansheng Capital and Anshi Group.
Telling secrets.
As he became increasingly uneasy and determined, Wei Jianping decided to take the initiative to test.
So, just two hours after the performance report of Tiansheng Value Growth Hybrid Fund came out, a shocking news suddenly went viral on the Internet. According to insiders, the founder of Tiansheng Capital and the daughter of the An family had an affair three years ago.
A marriage relationship has been reached, in other words, Tiansheng Capital and Anshi Group are in a marriage relationship.
When this shocking news was exposed, it caused an uproar in the capital market, and the recent stock price fluctuations of Anshi Group became more and more intriguing, and people couldn't help but think that there must be a shocking inside story.
Not only did the capital market cause an uproar, but also stockholders and netizens couldn't sit still. For a while, the whole Internet was going crazy and went out of the circle, and it quickly reached the top of the hot search list.
Hundreds of millions of netizens jumped at this unexpected big thing. The richest man in the world today is not a big deal.
