Chapter 985 [After being hit by ST, a new high-pressure shock was created]
The shocking news that Lu Ming revealed at the shareholders' meeting was something no one expected, let alone that the US$1.16 trillion was actually assets under the name of foreign LPs. No wonder he said at the beginning of the meeting that he was very satisfied with the first quarter report.
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At that time, investors from all walks of life were still suspicious when they heard this, thinking that Lu Ming was cheating.
What shocked investors even more was that the foreign-invested LP portion alone reached 1.16 trillion, and they understood that Tiansheng Capital’s self-operated business and domestic capital must also be a huge number.
The space for imagination opens up immediately.
In the following Q&A session, Lu Ming continued to answer more than a dozen questions, and finally ended the session with 55 questions.
However, most of the questions that follow are in a relatively macro direction, generally focusing on questions and answers in the fields of new energy, Y market, liquidity, economic recession or recovery, technology semiconductors, etc.
But none of this is as high as the previously reported US$1.16 trillion from foreign investment.
The most explosive news is undoubtedly the real performance of Tiansheng Capital in the first quarter, which Lu Ming did not reveal at the shareholders' meeting.
According to past practice, after the shareholders' meeting, a dinner will be held that evening, and all attendees present can attend.
However, this time it was held online, so the dinner party was omitted.
After the shareholders' meeting, relevant news flooded the Internet, and capital circles continued to discuss it.
The first focus of attention at this shareholders' meeting is obviously Lu Ming's sudden revelation of 1.16 trillion. This is the most popular thing. Again, the outside world did not expect such a result before. Wall Street has long known about it, but
No one said anything, after all, it was a slap in the face.
The second focus of attention is that one brother is bullish on the market. He almost bluntly expressed that the pit created by the crisis caused by pornography is a golden pit, and also gave a profit expectation, which is a return of about +40%.
Rate.
This kind of return expectation still refers to the overall average return rate of the market. In other words, you can get so much investment return by buying the CSI 300 Index.
In addition, it also stated that it is optimistic about growth and track stocks.
It can be said that which industries to buy in the second half of this year have pointed out the direction for the entire market. The so-called track stocks are industries with high prosperity, which are nothing more than new energy, semiconductors, pharmaceuticals and other sectors.
New energy includes lithium batteries, photovoltaics, wind power and other concept stocks.
At the shareholders' meeting, Brother Yi just named specific stocks and gave them trading codes during the question and answer session.
Many retail investors who are superstitious fans of Brother Yi do not have the ability to pick stocks. They plan to buy public funds that hold track stocks over the counter. Investors simply plan to directly invest in industry ETFs. Since they have no ability to pick stocks, they will buy the industry.
Index ETFs can also get good returns. If the industry happens to be at the forefront, the returns of ETFs are no worse than those of individual stocks, and even many individual stocks cannot outperform ETFs.
…
The time has come to Wednesday, May 6, and the first trading day after the holiday has arrived as scheduled.
Market confidence is indeed a very subtle thing. After the shareholder meeting of Tiansheng Capital yesterday, the market's long and short sentiment suddenly reversed.
Before the shareholders' meeting, the market sentiment during the holidays was generally pessimistic, and everyone basically took a bearish attitude towards the market outlook.
There are too many negatives during the holidays. The panic caused by Tiansheng Holdings' ST is enough to make the market drink a pot. During the holidays, the A50 index plummeted and continued to rub salt into the wound.
But after Tiansheng Capital’s shareholders’ meeting, the entire market confidence sharply improved.
Although the stock king's ST was indeed part of the Huojiujian series, Lu Ming broke the news and the market reacted. It seemed that he was scaring himself, and Tiansheng Capital did not hold the thunder in his hands.
He even held a handful of banknotes in his hand.
As for Tiansheng Holdings being ST-listed, investors are no longer panicking. Quan is regarded as a unique landscape of Big A. After all, it is a rare thing for a stock king to wear the hat of ST.
We've seen a lot of outrageous things these days, especially since the outbreak of the epidemic, all kinds of outrageous things have been happening in an endless stream, and everyone's threshold has also been rising straight up.
Lu Ming revealed the identity of the US$1.16 trillion frozen funds at the shareholders' meeting, but did not disclose it in the first quarter report, just to allow the market to use its own imagination and not to overdraw expectations.
Anyway, let me tell the market that Tiansheng Capital’s first-quarter performance is very satisfactory, but you have to guess what the specific numbers are!
In short, Tiansheng Capital has nothing to explode. This is something that the market has reaffirmed, which means that there will be no systemic trend in the market.
…
After 9:25, the results of today's A-share market call auction came out. The three major indexes were mixed. The Shenzhen Component Index opened lower -0.92%, the ChiNext Index opened lower -0.87%, and the Shanghai Index opened higher by +0.19%.
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The opening conditions of the two cities exceeded market expectations. You must know that during the holidays, the market generally predicted that the market would open more than 2 percentage points lower today.
The Shanghai Stock Index's call auction can open higher, which is entirely driven by ST Tiansheng. If ST Tiansheng opens flat today, there is a high probability that the Shanghai Stock Index will open lower than the Shenzhen Component Index by nearly 1 percentage point.
At 9:26, major market software push messages:
[ST Tiansheng opened higher by the daily limit +5.00%, with the stock price at 1,486,59.91 yuan per share, a record high, and the latest market value is 1,189.27 billion yuan]
The stock king has become the most beautiful kid in the two cities today, and is firmly at the top of today's popular list of individual stocks.
The performance on the first trading day after being ST was displayed in front of all investors in the form of a one-word daily limit. It was a surprise that it relied on its own efforts to push the Shanghai Composite Index into the red market.
In addition, the stock king single-handedly pushed the entire securities sector index to open more than 3 points higher, but when you open the scumbag section, all the securities stocks in it are green, and only the stock king stands out and is red.
of.
There are still a few minutes until the opening of trading, and the comment area of the popular stock king is now very busy.
"What about ST? Let me show you what a stock king is!"
"Haha, the stock king was stricken, and then he hit the daily limit with a backhand, creating a record high pressure and shocking."
"Fortunately, this ticket is called ST Tiansheng. If it were another ticket, the village chief had just given you a hat, and you would have raised the limit the next day and come out to confront the village chief. If you backhand, you will be rewarded with a small dark room."
"A bid of 520 million yuan will close the market. This volume has shrunk. It seems that institutions are very consistent in seeing the bull stock king, and there is no selling pressure on the market."
"5.20 is also a show, the main players can play."
"It's a pity that the stock king was stricken. Otherwise, if the daily limit of 10 centimeters was hit today, based on the current weight of the stock king in the market, the Shanghai Stock Index would have gapped and opened more than 1 point higher."
"Brother Xinyi, the bidding is already full for the Stud CSI 300 ETF. I will be satisfied with a profit of 30 points at the end of this year."
"Has Studied Semiconductor!"
“Already studded for new energy!”
"This year's main focus should be on semiconductors and new energy."
"Continue to lurk in securities companies. I feel that securities companies will definitely have a big market this year."
"Broker dealers? The stock kings who can buy them can't afford them. What they can afford are all sets, things that even dogs can't play with!"
"Sweet, brokers are so unpopular."
"I still like to drink and take some medicine. Yesterday, although Brother Yi was raving about semiconductors, this sector rose too much from last year to the beginning of this year. The same is true for new energy. Tianchi is still in the process of being cut in half. I still drink and take medicine. In addition,
, something that even a brokerage dog wouldn’t play with, I agree with this... [manual funny]"
"Brokerage: In the end, I took on everything alone...[face covering]."
