Chapter 920 [Consideration of the timing of the showdown]
Tuesday, March 17th, around 08:35 in the morning.
Lu Ming had just come to the company early. He was currently thinking about a problem alone in the office. The problem was related to Tiansheng Capital, but it seemed to be far away from it.
At this moment, Lu Ming was paying attention to military news, to be precise, news related to the US Navy.
"If nothing goes wrong, by the beginning of April, 4 of the five aircraft carriers in the Pacific Fleet of the United States will have confirmed cases, maintenance repairs, confirmed cases, confirmed cases, and for the first time in the entire first half of the year, the Western Pacific will
There is a vacuum period when there are no old US Navy aircraft carriers on duty..." Lu Ming talked to himself and thought about it. He was not suddenly interested in this matter.
On his desk was the latest report sent by Qi Wei. Tiansheng Capital had reaped a total of more than 2,783.9 billion U.S. dollars in profits (excluding transaction costs). Lu Ming was a little worried about how much influence such a large amount would have.
Counting.
After the money is cut, the biggest problem is the return flow. It cannot be used offshore. It is equivalent to black money and even dead money. It is also equivalent to guarding a bunch of digital symbols.
Once you choose to return home, you will definitely not be able to hide it from the Americans. There is a high probability that they will drive an aircraft carrier to your door and cause trouble.
Therefore, choosing a time window is extremely critical, and starting from the end of this month, the United States will usher in a rare "aircraft carrier vacuum period" in the Western Pacific region. This is an excellent window.
If they choose to show off decisively at this time, the North American side will inevitably be very passive and have no bargaining chips in their hands. The aircraft carrier's face-riding trick cannot be used, so the probability of forcing it to compromise is high.
Although there is a high probability that the United States will not be able to swallow this breath later, and the other party will frantically look for opportunities to make amends, but this kind of thing is to take one step at a time. It is necessary to look far, and it is necessary to consider the long term, but you cannot stand still.
It's for sure.
Time is the most precious thing. The return of such a large amount of wealth quickly exerts its value. For Tiansheng Capital, it can support new expectations in the future. For the country, if it is absorbed as soon as possible, it can be transformed into comprehensive national strength.
Later, when I bought the old American and came back to look for replacement, the situation was completely new again.
"Then set it at the beginning of April!" Lu Ming nodded secretly and immediately made a decision in his heart.
The showdown at this time point minimizes the probability of a conflict between the two sides. After all, the old and American aircraft carrier strike groups are either lying down, diagnosed, or not in the Western Pacific region, which has caused a periodic "aircraft carrier vacuum period" here.
Naturally, the probability of a misfire is reduced.
Choosing a time window is just one of them. When the interests are so large, the game must be very fierce. There are more than a hundred overseas LP institutional members, including a large number of Wall Street capital backgrounds. They also have them here at Tiansheng Capital.
The interests have been tied to Tiansheng's warship, and they naturally have to be put to use.
Especially the funds with Wall Street capital background, these will become an important card for Shengton to lobby, contain, and constrain the other party in China.
…
But at this time, after the global market experienced "Black Monday", the A-share market opened as scheduled.
Call auction started at 9:25, and the three major indexes opened higher again. The Shanghai Composite Index opened higher by +0.25%, the Shenzhen Composite Index opened higher by +0.83%, and the ChiNext Index opened significantly higher by +1.59%. When you open the market, it is mainly large financial
The result of the sector opening higher.
After the opening, the three major indexes quickly surged higher, and securities stocks opened actively. Tiansheng Holdings' opening increase quickly expanded to more than +2%. At the same time, the Shanghai Stock Index's increase also expanded to +1.30% to 2825.51 points, regaining the 2800 points lost yesterday.
mark.
Just when the major market software pop-up windows pushed the market to recover the 2800-point mark, the small window had not had time to automatically blur and disappear, and the market had already begun to dive.
It’s so embarrassing!
The three major indexes soared for about 1 minute at the opening, then began to fall back at 9:31, followed by an accelerated dive...
Five minutes after the market opened, the Shanghai Composite Index fell below 2,800 points and recovered a little.
Brokerages were scolded again.
At the same time, in today's convertible bond market, during the early call auction stage, Xingtian Convertible Bonds opened at a high of +10%, becoming the only convertible bond in the two cities to open at a high of +10%. It has the temperament of a leader.
, Xinlong, who successfully came to the top yesterday in the battle with Tongguang Convertible Bonds and Shangrong Convertible Bonds.
As the old leader, Shangrong Convertible Bonds opened lower today -4.14%. At the same time, the underlying stock of this convertible bond was hit by a one-word limit. Concept stocks related to the mask concept and the Y-line plummeted at the opening today.
"Damn it, luckily I didn't choose Shangrong yesterday. But even though you've passed up on Shangrong Convertible Bonds, I will still remember you. It was you who made me turn around in Big A!" Mr. Han felt immediately when he saw the opening situation.
Fortunately, choice is indeed more important than hard work, one day at a time.
It’s true that an outdated faucet is not as good as a dog!
With the official opening of the market, Mr. Han did not sell the Xingtian Convertible Bonds. During this period, when he was doing convertible bond operations, he decided whether to sell or not in ten to fifteen minutes in the early trading pattern.
At 9:31, Xingtian Convertible Bonds pulsed up to +14.76% but quickly fell back, without even leaving a time-sharing line on the time-sharing market.
Immediately afterwards, the explosion mode started. At 9:32, the price of Xingtian convertible bonds exploded to 183 yuan/piece, a drop of -24.87%. Some retail investors who have just come into contact with convertible bonds have never seen such a battle.
…
It is worth mentioning that the convertible bond market is divided into Shanghai stock market bonds and Shenzhen stock market bonds, both of which have different rules. The Shanghai stock market convertible bonds now trigger a half-hour "temporary stop" mechanism if the intraday increase of ±20% is reached.
The trading day will resume half an hour later. If the price rises by ±30% again, a second "temporary stop" mechanism will be triggered during the session.
No matter what time point the second temporary suspension is triggered during the session, trading will be suspended until the last three-minute call auction at 14:57 p.m. to resume trading.
However, convertible bonds in the Shenzhen market currently do not have this rule restriction, so the current speculation on demon bonds are all bonds in the Shenzhen market.
It is also very simple to distinguish the convertible bonds in the Shanghai and Shenzhen markets. The trading code starting with "11" is the Shanghai convertible bond. For example, the code of the first convertible bond "Tiansheng Convertible Bond" discovered by Tiansheng Capital that year was 113035.
The Shenzhen convertible bonds start with "12", such as Shangrong convertible bonds 128053.
The convertible bonds in the Shenzhen market have been hotly speculated recently. The village chief has actually noticed it, but he has not paid too much attention to it. As long as the convertible bond market does not affect the liquidity of the stock market, the village chief is actually too lazy to pay attention to it. But if it threatens the liquidity of the underlying stocks,
, then it is necessary to regulate the convertible bond market.
However, the current liquidity of the convertible bond market is gradually increasing, and it has successfully attracted the attention of the village chief. If investors all rush to speculate on convertible bonds, who will play with the underlying stocks? You can speculate, but you cannot threaten the liquidity of the market.
In addition, there is stamp duty on stock transactions, but there is no stamp tax on convertible bond transactions.
Therefore, once the convertible bond market excessively seizes the liquidity of the market, it will be a matter of time before the Shenzhen convertible bonds are supervised and issued new regulations.
