Chapter 926 [One brother's care for the market is beyond words]
At the opening of trading in the afternoon, the two markets retreated for about ten minutes. Securities Technology took action and led the market to continue its upward trend.
The securities sector rose by more than 4%, with Zhongyin Securities, a sub-new securities company, hitting its intraday limit and setting a new high. Subsequently, the UHV concept sector also began to gain momentum.
After the market hit a new low of 2,646 points during the year, it once again rebounded strongly from the bottom.
At 13:37, major market software push messages:
[Tiansheng Holdings turned red in the afternoon and once again regained the 10 trillion market value mark. It once fell by more than -6% in early trading, with a turnover of over 76 billion yuan. 】
At 14:20, major market software pushed messages again:
[The daily turnover of Tiansheng Holdings once again exceeded the 100 billion mark.]
After six trading days, the turnover of Tiansheng Holdings once again exceeded 100 billion. At this moment, the stock price once again stood at the 130,000 yuan mark, an increase of more than +2%, and it even fluctuated by 8.63% during the session.
The market also rebounded to 2718 points at this time, and the decline narrowed to -0.37%.
The rebound in the market in the afternoon was praised by the majority of stock investors as the protection from Brother No.1.
Tiansheng Capital released an unexpected dividend announcement during the trading session, and judging from the content, the dividend resolution was passed as early as March 13, but it was disclosed today when the market hit a new low.
The caring heart is beyond words!
The market also bought into it, and Big A withstood the pressure of the circuit breaker in the external U.S. stock market and the plunge in the international crude oil market.
The dividends paid by Tiansheng Capital are really incomparable to those of ordinary companies. The scale of dividends is too exaggerated.
The scale of this dividend is equivalent to a first-hand dividend of 1.4875 million yuan (tax included). When these funds are in the hands of major shareholders, they are all liquid. They can be spent to stimulate consumption. If the relevant companies perform well, they can be directly invested in the stock market.
Even better, it's impossible to lie down anyway.
…
As of the close, the three major A-share indexes were mixed. The Shanghai Composite Index closed down -0.98% at 2702.13 points, the Shenzhen Component Index closed down -0.10% at 10019.86 points, and the ChiNext Index closed up +0.42% at 1894.94 points.
Tiansheng Holdings closed up +1.62% at 129,507.80 yuan per share, with daily turnover increasing to 115.2 billion yuan and a total market value of 10.36 trillion yuan after the market closed.
Around 16:00 in the afternoon, Han Qiulin sent several materials to the office, and Lu Ming was browsing and reading them.
[The latest data from s3-partners, a North American financial technology and analysis company, shows that the global capital market has evaporated at least US$15 trillion in market value in the past month, and the book profits of short-selling institutions around the world in the past month have exceeded US$3.94367 billion.
(approximately RMB 27.95 trillion), active short selling behavior covers more than 80% of the industries]
Lu Ming continued browsing as he flipped through the materials. Based on existing data, s3-partners claimed that the current short-selling behavior in the market is still very active, which means that market sentiment is still negative.
In the past month or so, the world's major capital markets have continued to plummet, especially the U.S. stock market's stock market crash-style sustained plummeting circuit breaker, which has made investors who shorted the North American capital market a huge profit.
Currently, there is still a net increase in short positions in the U.S. stock market, with the net increase reaching US$40.98 billion. Judging from the intuitive data, the market's bearish sentiment has not improved.
Lu Ming typed a few times on the keyboard, then looked at the computer screen. After a while, an interview video was shown. It was released just yesterday. The interviewer was Shuangxian, known as the "New Debt King".
Capital founder and CEO Jeffrey Gundlach.
"The profits from short selling are so huge that I can't help but harvest them." Jeffrey, who was interviewed online in the video, said that he had closed his position. This was the first time in many years that he had not made any investment in the U.S. stock market.
of short selling.
"Haha..." Lu Ming glanced at it and couldn't help but smile, and then continued to browse the materials handed over by Han Qiulin.
Data shows that companies with the largest increase in short-selling volume in the U.S. stock market include Apple, Microsoft, Tesla, Boeing, McKesson-Corp, Visa-Inc, Morgan Stanley, Disney and Comcast.
It is worth mentioning that during the recent period, the combined daily trading volume of the top 20 listed companies in the U.S. stock market alone is much higher than the total trading volume of the two cities in the entire A-share market.
This is also normal. After all, the A-share market only has domestic investors and a small amount of foreign capital, and the amount of funds going north every day is only that large. However, the US stock market is a world-class market in which global investors participate on a large scale.
Lu Ming turned off Jeffrey Gundlach's interview video and found the latest news article on his computer.
The basic founding partner of a hedge fund in Singapore also revealed to the media today that from the end of December 2019 to the beginning of 2020, they saw suspected cases emerging in Singapore and Hong Kong, claiming that at that time they predicted that the epidemic might
It is the first black swan in the new year of 202o.
At that time, U.S. stocks were still hitting new highs, and North American investors were still in a carnival atmosphere.
The founding partners of this hedge fund admitted that they had increased their short bets on North American airlines and hotels at the end of January, shorting asset targets related to tourism and travel. In addition, they also included auto stocks without high growth potential.
And shorted the S&P 500 Index.
The hedge fund was betting that the situation would worsen. In an interview with the media, the founding partner admitted that short sellers had been making large-scale bets since January. They were not the only ones in the market who thought the situation would worsen.
deterioration.
Lu Ming couldn't help but smile as he read this article. During this period, apart from not touching the A-share index futures and not shorting the A-share market, as long as there is a short position in the major markets around the world, Tiansheng Capital basically has it.
shadow.
Whether it is the commodity futures market, the international foreign exchange market, major stock markets, etc.
"It seems that everyone has the same idea..." Lu Ming murmured to himself. Seeing this public article shows that other short sellers have also begun to withdraw. As for the one who is still aggressively shorting at the moment, it is undoubtedly leeks.
Already.
The founding partner claimed in an interview that in their opinion at the time, if the epidemic broke out on a large scale, the global supply chain would be greatly impacted.
Now, the founding partner of the hedge fund said that their short-selling strategy has finally paid off. As the global market continues to decline, in the first two months of this year, the fund’s investment return soared to +77%, while Asia’s
The average hedge fund return fell by -0.6 percentage points.
When Lu Ming continued to browse the article, he found that this person actually mentioned Tiansheng Capital.
When the founder of the hedge fund mentioned this investment return rate, he emphasized that in the comparison of return rates among many Asian hedge funds, they excluded the relevant hedge funds under Tiansheng Capital because Tiansheng Capital has not yet announced its investment returns.
Overseas investment income.
In addition, Tiansheng Capital closed the Tiansheng Composite Index during this period, so the outside world does not know how the world's top investment institution performed in this black swan event that impacted the world. Whether it is good or bad is unclear at the moment.
Know.
In the past, the Tiansheng Composite Index was the most intuitive data indicator used by Tiansheng Capital to display the company's overall net worth growth to the outside world. People can most intuitively know the rise and fall of the Tiansheng Composite Index with a high probability of knowing the company's performance in the current period.
Regarding the overall asset price volatility at the time point, an increase in the Tiansheng Composite Index means that the total size of the company's asset prices has increased in value, and a decrease in the Tiansheng Composite Index means a retracement.
Lu Ming once again couldn't help but smile silently when he saw the follow-up content of the article.
The founding partner of the hedge fund made a wave of predictions about Tiansheng Capital. He told the media that Tiansheng Capital's situation in the first quarter of this year may be very bad, and it is very likely to suffer from this black swan incident.
critical hit.
The reason is that Tiansheng Capital, a very large asset management giant, can hardly avoid the losses caused by the global market crash. At this time, the disadvantages of being big are revealed. The ship is too big to turn around. Faced with
There is no way to effectively avoid sudden bad news and plummets in the market. We can only passively endure it and fall with the market.
…
－－－－－－Digression－－－－－
1. It’s very strange that some readers mentioned that the protagonist harvested three trillion US dollars and was crazy about yy. Of course, the online article was yy. Does it need to be said? But to say that it is absolutely not true is to say too much. Before the Russia-Ukraine dispute broke out, if the online article
Writing about the freezing and confiscation of private property in the United States and Switzerland will definitely be criticized by some people. The sanctity of private property is the root of capitalism. It is impossible to do anything to get to the root of it, but it is done, so I will never dare to do this again in this magical world.
fill your words
2 Regarding the protagonist’s massive harvest and the liquidity of US stocks, it is absolutely impossible to enter and exit so quickly. The trading volume of US stocks is at least an order of magnitude larger than that of A-shares. The protagonist has been planning since the end of last year and the US stock market began to melt down in March. The article said that the withdrawal is
Domestic and foreign LPs are still in the market. The protagonist reaped three trillion yuan, not all of which came from the U.S. stock market. It is mentioned many times in the article to prevent readers from thinking that it was all cut from the U.S. stock market.
3 Why haven’t we found out about the protagonist’s huge amount of funds? Answer: I haven’t tried it, I don’t know, it’s hard to tell. But in theory it should be possible. There is an “impossible triangle” in finance, that is, financial policy, free flow of capital, and currency.
Policy independence cannot be achieved at the same time. Aramco plays free capital flows at the cost of giving up capital controls, so the protagonists have room to play. The details are complex, such as vests, shadow shareholders, infinite nesting, etc. The sec can be checked, but their
The consortium behind the scenes also has dirty things that they dare not dig into. For example, if you are an imperial envoy sent by the emperor to investigate a case, and you find out halfway through that the emperor is implicated, do you still dare to investigate? 99.99% of the cases end here.
