Chapter 815 [The high 20 cm sky floor! The sky is falling and the earth is cracking! 】
Chapter 815 [The sky and the floor are 20 centimeters high! The sky collapses and the earth breaks apart!]
When the market opened in the afternoon, after one minute of trading, the Shanghai Stock Index once again fell below the 3,000-point integer, and the two cities showed a continued weakening trend.
At around 13:30, the market's decline expanded to -1.50%, and Lao Yang was staring at Tiansheng Holdings' market at this time.
At this time, Tiansheng Holdings also fell by -1.33%. Lao Yang did not hesitate too much and continued to buy this stock again and hold it again. This time his funds expanded to 7 billion. After Tianchi Technology came out, he started to
Implement the established asset allocation portfolio investment strategy.
Let’s not talk about anything else. The stock king will first invest in heavy positions and then talk about it.
There is no wrong time to buy this ticket, even if you buy it at a stage high point and the time period is extended, this will be the buying point in the near future, and there is no need to put too much emphasis on timing.
This is the charm of the stock king, and it can be said to be the most unique core asset of Big A so far.
As long as you don't think about making money from speculative fluctuations and the value of this stock, you really don't need to put too much emphasis on timing. Buy it as early as possible.
Lao Yang directly invested 2.2 billion yuan in it. Of course, he ordered the purchase in multiple orders. This stock has another outstanding feature. It has very good liquidity and has a daily trading volume of tens of billions. The volume has increased today. No surprises.
There is no problem if the turnover exceeds 20 billion.
…
At around 13:47, all the 2.2 billion funds Lao Yang bought from Tiansheng Holdings were traded, with the average transaction price being 97,420.23 yuan, and a total of 225 lots bought.
Then the next step is to configure Tianchi Technology, but certainly not today, wait until the killing valuation is over before building a position.
How much money will be allocated is still unknown, but Lao Yang decided to allocate 27 million shares of Tianchi Technology, which is only 1% of the company's total share capital.
After staying in the detention center for a period of time, Lao Yang also enlightened a lot. He must not be too greedy. As an individual investor, he can account for 1% of the total share capital. He is definitely among the top ten largest shareholders in the list of tradable stocks.
.
Next, Lao Yang used a capital scale of 2 billion to allocate other asset portfolios respectively. Gold assets allocated 500 million, and the rest were stock asset portfolios. Other major asset categories such as bonds and commodities were also allocated.
Yang is not good at it. Stock assets are his specialty. Naturally, he carries out portfolio strategies in the areas he is good at.
Nowadays, with such a huge amount of funds, there is actually not much space for stock assets to choose from. Lao Yang can only choose the types of allocation among heavy-weighted blue chips, allocate blue chips with big ass, and do long-term strategies for core assets without having to focus on them every day.
, just lay down after the configuration is completed, and the adjustment cycle is operated quarterly or even annually.
After the general direction is determined, specific asset targets are further selected. Tiansheng Shang50 Index and Tiansheng Shenzhen 100 Index are important reference objects for Lao Yang. The 150 constituent stocks of these two indexes are currently the most powerful asset management companies in China.
Selected core assets.
Basically can't go wrong.
During the period when Tianchi Technology was skyrocketing, Lao Yang had already prepared for the subsequent configuration of the core asset strategy portfolio.
The first is the national defense and military industry stocks. Lao Yang selected Zhenhua Technology and Zhonghang Heavy Machinery. Military industry stocks cannot analyze fundamentals or performance because military industry companies are confidential and it is difficult for investors to know the situation of military industry companies. But Lao Yang
The logic is very simple. As a world-class big and powerful country, the military industry must be strong, and the double-digit growth rate of military expenditures every year is a very critical data. These two logics are enough to support it.
The second is the big technology category. Lao Yang selected three big technology stocks. One is Beifang Huachuang, one of the top ten holdings of Tiansheng Value Growth Hybrid Fund, and the other is Shengbang shares. These two
Only technology stocks are from the semiconductor field, and the third technology stock is Longji in the photovoltaic sector.
The second one is large consumer stocks. Lao Yang also selected three stocks, a Chinese medicine stock Pian Tsai Huang, a biomedical stock Yaoming Kant, and an alcohol stock. However, Lao Yang did not choose any of Mao Wulu.
One, but chose Fenjiu.
Lao Yang's strategic portfolio consists of these varieties, namely Tiansheng Holdings, Tianchi Technology, Zhenhua Technology, Zhonghang Heavy Machinery, Beifang Huachuang, Shengbang Shares, Longji Shares, Yaoming Pharmatech, Pien Tsai Huang, Fenjiu,
gold.
Its strategic portfolio is a strategic portfolio investment composed of 10 stock assets and gold assets, a total of 11 asset targets.
Among them, the two targets that are heavily held are Tiansheng Holdings and Tianchi Technology. Of course, Tianchi Technology only came out today, but the plan is to be Lao Yang’s number one heavyweight target.
Today, only the position of Tiansheng Holdings was filled, and the other 10 targets have all initially established bottom positions. Lao Yang's plan is to complete all position building plans this month.
At 14:43, a pop-up message attracted Lao Yang’s attention.
[Tianchi Technology hit the limit at the end of the trading session, creating a sky-high market with a turnover of over 51.9 billion. The stock has risen nearly 43 times since bottoming out on August 12 to today’s highest price]
Seeing the power of Tianchi Technology today, Lao Yang was also stunned for a while, and he was also dumbfounded.
Can the trading volume exceed 50 billion?
People who dare to pick up goods here are some kind of fairy leeks?
Previously, Tianchi Technology's stock price maintained at -10% and was running sideways. Until 14:40, more than 350 large orders with full upper limit were poured out, and the stock price suddenly crashed and hit the limit.
The entire new energy sector also experienced a limit-down trend in the afternoon. Nuclear buttons were everywhere in the sector, and the sky collapsed.
The mood has ebbed, and there are feathers all over the place.
Tianchi Technology’s time-sharing chart barrage and comment area have exploded.
"I seem to have received the last blow...my head is buzzing."
"Everyone who hit the board today was killed. I dared to catch the flying knives falling in the atmosphere. Tsk, tsk, tsk..."
"Others are afraid of me, but I am greedy. I increased my position when the price limit fell. The leader has one more life. The price was 80.66, and it went to the sky. The next day, it went to the sky."
"Hahaha, it's so funny, the trading volume is 52.2 billion, the turnover rate is over 70%, almost all the bottom chips are given to the warriors who take over today, and those who are chasing higher today are happy to raise the ten-year top!"
"It is absolutely impossible to die suddenly, be optimistic about the counterattack!"
"I don't talk about martial arts. I just bought 360,000 yuan this morning. You play this... cool song and give it to me. I lose 33 points every day...[vomit blood][vomit blood][vomit blood]"
"I exploded. It exploded on the spot. Today Manrong hit the board and caught the throwing knife and was directly raped."
"With this great Yin line and this powerful energy, not to mention one more life for the general leader, even if I give you ten lives, it won't be enough. How many people will be bored today!"
"It's 271.91 highland, remember to wear more clothes, it's cold."
"The opening price is 250. The main force is really trying to kill people and punish people's hearts. It is not only extremely harmful, but also extremely insulting."
"Never chase the heights again. Everything is fate and no one can control it at all."
"I bet that in today's dragon and tiger rankings, the Lhasa group will definitely dominate the rankings."
"This wave of super market prices in Tianchi really confirms the saying in the capital market: market prices always arise out of despair, surge amid hesitation, and perish amid madness!"
"Closing the account, accepting my fate, it's okay if this big A doesn't play."
…
Looking at Tianchi Technology's time-sharing chart barrage and comments, Lao Yang also felt deeply in his heart. The people who took the flying knife today were undoubtedly tragic, especially those who got into the financing warehouse.
Extremely, but this is the cruel game of the capital market.
It was completely trapped within one day, and the trap was solid.
Lao Yang actually firmly believes that Tianchi Technology will definitely grow into a new energy technology giant with a market capitalization of trillions in the future, and will definitely break through the 271.91 plateau that it emerged from today.
But Lao Yang also believes that more than 80% of the people standing guard today know how to cut meat and cannot wait until that day comes. This is human nature.
As of the close of trading, the Shanghai Stock Exchange Index closed at 2978 points today, a sharp drop of -1.71%, falling below the 3000 point mark again. It is basically confirmed that the breakthrough has failed, and it is necessary to continue to bottom out.
Tianchi Technology's closing price today was 181.27 yuan, with the highest intraday price of 271.91, closing down -20.00%, with an amplitude of 40.00%, a turnover rate of 71.32%, a turnover of 52.5 billion yuan, and a total market value of 489.429 billion yuan after the market closed.
…
(Ps: The manuscript has been saved and typed. I haven’t asked for votes for a long time... [acting cute])
