Chapter 881 [The first day after the festival, the darkest hour]
With the arrival of the Spring Festival, investors who hold stocks to celebrate the holiday feel a little cold all over again, especially those who entered the market in the morning on the last day before the holiday, they just lay flat.
During the holiday, the A-share market is closed and will have to wait until February 3 to open after the holiday.
However, the foreign exchange market was still open as usual during the holiday period, and the offshore exchange rate depreciated significantly, indicating that foreign capital was accelerating its flight, and the offshore exchange rate of RMB against the US dollar returned to 7 times.
At the end of last year, Tiansheng Capital received a huge overseas asset management plan of more than US$900 billion, which led to a sharp appreciation of the RMB. Now, the emergence of this black swan has directly reversed market expectations.
The flight of capital has undoubtedly given another blow to investors holding shares for the holidays.
During the Chinese New Year, Lu Ming, as the current chairman of the Science and Livelihood Foundation, signed and approved a document. The medical supplies stored in the foundation's warehouse will be used as emergency resources to provide non-property assistance to places in need of supplies. Last year, he brought
Half of the 300 billion yuan of materials purchased in large quantities is left, and the total value of 150 billion yuan has been fully distributed.
For masks alone, 5 billion masks were purchased in large quantities a year ago, and there are currently 3 billion masks in reserve. Now we are not keeping any of them, and are sending them all out.
This wave of operations was directly on the top of the hot search, coming from the responsibility of the richest man in the world!
Everyone rushed to Lu Ming's personal social media account to leave comments. The words of praise that filled the screen gave people the feeling that Brother Yi had bought a fake account to give himself good reviews.
Many netizens said they wanted to buy the shares of Brother Yi's company. It was not just talk. Soon after, "Tiansheng" was on the top of the trending search, indicating that many people were searching and really wanted to buy stocks to support Brother Yi.
Obviously most people who don't trade in stocks at all and don't pay much attention to the stock market, if they are real investors, even if they want to support Brother Yi, they will definitely not say that they want to buy Tiansheng's stocks.
Not long after, those netizens who had not exceeded the number finally learned about the situation. When they learned that they wanted to buy Tiansheng's stocks, which cost more than 10 million per lot, everyone called Brother Yi, sorry, sorry for bothering you...
But everyone’s enthusiasm was released countless times, and if it wasn’t released, I would feel uncomfortable all over.
So I started to "look for ways" to support me.
Finally, everyone found a new way to support Brother Yi and set their sights on Tianchi Technology!
yes!
If you can’t afford a share of Tiansheng’s stock, you can’t afford a Tianchi new energy vehicle?
And in the future, people will buy cars anyway, and Tianchi’s new energy vehicles are already well-known, so now there is another reason to buy Tianchi new energy vehicles.
Many people who want to buy cars have gone to Tianchi to place car purchase orders. As long as they want to buy a car, Tianchi's new energy vehicles have become the first choice and must be included in the car purchase list.
Tianchi's new energy orders also increased significantly during the holidays and continue to rise.
…
By the end of January, during the holidays, Qi Wei reported the latest situation to Lu Ming. All long positions in the U.S. stock market had been liquidated and he began to short the U.S. stock market.
During the holidays, the external market did not close, and the U.S. stock market was still on the way to new highs. Although there were adjustments at the end of the month, the decline was not large, and it was still on the way to new highs.
However, the international crude oil market has collapsed in advance, and Brent crude oil has dropped to the price of 56 US dollars. Tiansheng Capital's layout in this area has made a substantial profit, because this black swan has led to a reduction in demand in the world's largest oil consumer market, so the price of crude oil
It fell in advance. In addition, Maozi and the big investors have a tacit understanding to suppress oil prices.
At the same time, Tiansheng Capital also began to turn losses into profits in the foreign exchange market, and the U.S. dollar index began to rise. The leverage was 50 times, and the profit could be doubled as long as it increased by 2%.
But the real big deal is the harvest in the stock market, that is, the U.S. stock market.
…
On Monday, February 3, the A-share market ushered in the first trading day after the holiday.
Today, Big A’s stockholders, those who hold stocks for the holidays, dare not open stock software to look at today’s market conditions. Judging from various news during the holidays, it is unimaginable to see what Big A will do today.
But what is coming will eventually come, and there is no way to avoid it.
At 9:15, the A-share market call auction begins.
When the stock investors looked at the bidding price, their legs kicked up and then went limp, then they collapsed, lying flat on the spot, and started swinging.
Because at this time, Big A was lying flat on the spot!
At 9:25, the call auction results came out. The Shanghai Stock Exchange Index opened down -8.73% to 2716.70 points; the Shenzhen Component Index fell -9.13% to 9706.58 points; the ChiNext Index fell -8.23% to 1769.16 points.
This is the decline of the three major indexes rather than individual stocks. This range can basically be said to mean that the market has reached its limit.
As for individual stocks, looking at the two markets, everything is green. There are less than 3,800 individual stocks, and nearly 3,200 of them have dropped to their limit and opened.
Today's trend is an expected panic and an expected plunge.
The market opened at 9:30, and investors saw the first message pushed by major market software:
[The securities sector collectively fell to the limit]
That's right, there is no one alive in the securities sector. Everywhere you look, everything is down to the limit. Even the stock king opened the market at the limit today. The more than 100 billion in closing funds on the board scared me to death. This limit down is like a coffin board.
The board is pressed so hard that not even an atom can fly out.
The securities sector has dropped to the limit, the semiconductor sector has dropped to the limit, the military industry sector has dropped to the limit, the liquor sector has dropped to the limit, the consumer sector has dropped to the limit, the new energy sector has dropped to the limit... Almost all popular sectors before the holiday have all dropped to the limit.
The entire market fell to its limit, with the A-share market evaporating more than 6 trillion in market value, and the Shanghai Stock Exchange Index's biggest one-day drop in the past four years.
On the market, except for a few medical, mask and other stocks that benefited from the epidemic, other stocks fell across the board and basically fell to their limit.
Shortly after the market opened, online education began to surge, and the cloud gaming sector also began to surge.
The entire market has no trading volume and has almost lost liquidity. At this time, few people are doing anything to play. Investors can only chat and laugh on the market, or lament in the communication group.
But not long after the market opened, some investors suddenly discovered the door to a new world and found a place to play.
The convertible bond market!!!
That’s right, you can’t play with real stocks, but you can play with convertible bonds.
Moreover, the convertible bond market is still t+0, so you can still run on the same day you buy it.
A group of investors who reacted quickly suddenly rushed to the convertible bond market. Soon the market selected a medical bond called Shangrong Convertible Bonds. Its underlying stock, Shangrong Medical, directly opened its daily limit today because it was a stock that benefited from the epidemic.
If you want to play with convertible bonds at this time, the best market target is undoubtedly related to the Y situation. You can't get into the main stock of Shangrong Medical, but you can get into the convertible bonds. Although it is also opening at +10%, the market is still open.
The stock market is expected to continue, so people who react quickly buy quickly. They know that the market will react later, especially the teachers from Taoba who will rush over at that time and everyone will come to grab it.
Sure enough, not long after the market opened, Shangrong Convertible Bonds soared rapidly, skyrocketing by more than +26%, and trading volume also began to explode.