During this period, Lu Ming also paid limited attention to the trend of Tianchi Technology. Since the company's issuance and listing, Tiansheng Capital has not had any intervention in it.
After all, the relationship is quite special. When the time comes to kill the valuation, investors will definitely criticize you for being both a referee and an athlete.
At present, many investors have gone to his social account to mention issues related to Chi Technology, but Lu Ming chooses to ignore them because as long as he speaks out, he will be scolded no matter what he says.
During this period, I basically kept silent. Except for the dividend payment, I got immersed in it after being immersed in it on social networks. Now I am silently observing the financial game happening in Tianchi Technology like an outsider.
Today, when the market is on the verge of breaking out, various big V teachers and retail investors in the market are analyzing how the market outlook of Tianchi Technology will go, various technical analyses, and emotional cycles.
But in Lu Ming's eyes, it was already clear how the market outlook would turn out.
Anyone who has watched Tiansheng Capital's shareholder meeting this year and studied the more than 50 questions he answered at the meeting can understand it clearly.
In fact, Lu Ming has already told the market, but it will never be the majority who can notice.
There are four stages in an industry life cycle: early stage formation, pushing valuation, killing valuation, and taking value.
The new energy industry is a sunrise industry, and Tianchi Technology is undoubtedly the current leading new energy vehicle company and the most representative company in the industry. It will still follow these four stages.
The current stock price of Tianchi Technology is obviously in the second stage, that is, in the process of promoting valuation.
During this period, it will be pursued by various market funds. After the positive feedback effect is formed, the bubble will also begin to expand during the madness, which means that the stock price will go crazy.
After pushing the valuation to the limit, it is the stage of killing the valuation. If the company fails, then when the historical high reached in the pushing valuation stage falls, it will really never be able to go up again.
After finally killing the valuation, if the company has no problem, then it will enter the fourth stage of value, and the stock price will go out of the long bull trend of rising and relaying.
Hot money is generally very active in the valuation stage, because the stock price will continue to skyrocket in a short period of time, and short-term high profits will be made at this stage. Hot money often participates in the valuation stage, and then retreats to the next level.
A target, and so on.
For the value part, hot money will basically not participate, because from an objective point of view, if the research on a company is not deep enough and the understanding of the industry is not comprehensive enough, it is difficult to judge whether a company can survive in the end.
Even if you can survive, it is difficult to judge whether you can live to be famous. What if you are half dead?
For hot money investors, it is enough to participate in the valuation stage. It is good to tell stories and make expectations, and the time cycle is still short.
As for the value part, let the so-called price investors play.
Obviously, Tianchi Technology is currently in the valuation stage, with short-term skyrocketing prices, and all kinds of gods are involved in this stock, showing off their magical powers.
…
The time has come to September, and on Monday, September 2, Big A ushered in the first trading day of September.
During the two days of weekends last weekend, there was a lot of good news, that is, the market was rumored to lower the reserve requirement ratio.
Since the market jumped to 2,760 points on August 15, it has now returned to the integer level of 2,900 points. The increase during this period is due to speculation about the expectations of RRR cuts and interest rate cuts.
The market does not wait for the news to come out before reacting. It always speculates on expectations and reacts in advance.
When the real news comes out, it is called boots landing, expectations are fulfilled, and it will fall instead. The best thing is to fluctuate at a high level. Unless there are new and more powerful expectations, then continue to speculate, and it is possible to open up the room for upside.
In addition to the expectation of lowering the required reserve ratio, another positive thing is Tiansheng Capital’s dividend payment.
It was ex-rights and ex-dividend yesterday. According to the announcement, the date for the cash dividends to arrive is September 12th.
This is also a very strong expectation. The market believes that Tiansheng Capital’s semi-annual cash dividend will bring more than 100 billion in new liquidity to the market.
This is real money and real liquidity, and some people even interpret it as stronger than expected for the RRR cut, because after the RRR cut, not much money may enter the stock market, and the probability of entering the property market is greater.
Moreover, the upper management does not want to keep too much money in the stock market.
Even with Tiansheng Capital’s trillions in dividends, most of them have not flowed into the stock market. Therefore, with trillions of dividends, the market has given expectations that hundreds of billions of funds will flow into the stock market.
After all, Lu Ming alone would have to split 55%, and judging from his past operations, most of this money would be transferred to the Science and People's Livelihood Fund, and it would definitely not flow into the stock market. Even if it flows into the bond market, it will not enter the stock market.
…
At 9:30, the Big A opened, and the three major stock indexes opened slightly higher. After the opening, they fluctuated upwards. The gains continued to expand, and market sentiment was also quite active.
Tianchi Technology opened at a high of 66.57 yuan this morning +3.17%. After the opening, the stock price made a downward retracement action, covering the gap. It further dipped to retrace the 5-day average price line, and the stock price also turned upward. Green, the decline expanded by 3 percentage points, reaching a minimum of 62.40 yuan and then began to rebound.
After a 10-minute retracement at the opening, the stock price stopped falling and rebounded to red, and then began to rise sharply.
After Tianchi Technology became popular, the speed of the increase was significantly accelerated, and the increase without stepping back was +5%... +11%... 16%... 19%...
At 9:47, Tianchi Technology's stock price rose to 77.42 yuan, an increase of +19.99% above the daily limit, breaking out of the negative line of the first and second boards on August 29.
Three minutes later, major market software also pushed the news, and the stock now firmly occupies the top spot among the stocks in the two cities.
"In the end, it's the leader, one more life!"
"This is resurrection with full blood!"
"The market value has returned to the 200 billion mark again, which is crazy!"
"I'm so numb. There was a heavy position on the floor yesterday. I resisted the market wash at the opening. I made 80 points in two days. I'm optimistic that the reverse package will hit a new high on the third board tomorrow. The overall leading pattern is over!"
"Niubi, I dared to take a heavy position when it fell to the limit yesterday, and I will double it tomorrow. This wave is a win."
"As long as you seize a general leader, getting rich overnight is not a dream!"
"80 points in two days, that's too much!"
"Always betting on dogs!"
"Don't be envious. You see those who eat meat but don't get beaten. The one who earns 80 yuan is chasing the high. The one who cuts meat with 43 yuan is basically cut in half in two days."
"That's me. I chased the high position at 80 yuan and hit the sky and the floor, and then hit the limit. Everyone was stunned. Fortunately, I resisted and didn't cut the meat. The leader is not so easy to die."
"Is it out?"
"The pattern will continue after the wool is released, and the capital has not been recovered yet. Since it is on the reverse Baotian floor, it will definitely go up, and Haoguan Tianchi will be worth 100 yuan."
"Good guy, is this another 100 yuan?"
"Haha, stock traders are all scumbags. They can change their minds as they please, faster than flipping through a book...[face covering]"
"It slipped away. Today's volume and price are not right. The current trading volume of 6.7 billion is only half of the previous trading day. The main force closed the market too hastily, the change of hands was not sufficient, and the washing was not thorough enough. Such a huge gain
Some even hit 80 points in two days and still don't move. When the time comes, everyone will hit the nuclear button. Who dares to take it and who can catch it? Dodge first, unless the board is exploded later to replace the hand and then seal it back.
If this is the case, I will take it back."
"It's better to leave than to send it. I will take your goods. In a few days, you will regret that you shipped it today."
