Chapter 986 [If you can't buy it, foreign capital will be angry]
At 9:30, the two cities fluctuated all the way higher after opening. The Shenzhen Component Index and the ChiNext Index, which opened low, quickly surged higher without any resistance.
As soon as the market opened, the semiconductor sector rose straight up by 3 points. Semiconductor stocks on the Science and Technology Innovation Board starting with 688 performed extremely well, ranking at the forefront of the semiconductor sector. Jucheng shares rose by more than +10%, Beifang Huachuang, Chang
Electronic Technology and other stocks rose more than 7%.
Immediately afterwards, the automobile sector moved up.
Then the data center concept strengthened, and individual stocks such as Ningbo Construction Engineering, Wanma Technology, and Aofei Data rose to their limit.
The concept of photoresist has also risen sharply, and stocks such as Fabia, Nanda Optoelectronics, and Rongda Photosensitive have all reached their daily limit.
In the early trading, technology stocks were chasing each other and pulling up. During this period, ST Tiansheng steadily sealed the one-line daily limit. There was basically no change of hands during the session because no one sold, and the stocks on the list were stacked up.
The order quantity is approximately 3560 lots.
The size of this order seems small, but the actual size of the order funds exceeds 53 billion.
The most angry ones are foreign investors, to be precise, Goldman Sachs Capital and a few other Wall Street capital institutions that plan to increase their holdings of Tiansheng Holdings.
Before this, they planned to implement the "S-B" strategy after the holiday, chase Tiansheng Holdings to increase their holdings, and get on the train again. As a result, today, on the first trading day after the holiday, they directly hit the daily limit of the straight board and got on the train.
Not even given a chance.
…
Around 11 o'clock, a piece of news reported by Xinlang Finance detonated the technology sector.
According to reports, the Office of the North American Trade Representative said it is considering extending the exclusion of some products from tariffs on goods from Greater China for up to 12 months.
As soon as the news came out, the chip and semiconductor sector directly broke through the previous high of the day and headed upward, and chip concept stocks continued to rise across the board.
Shortly after the market opened in the afternoon, the semiconductor sector's gains expanded to more than +6%, setting off a daily limit wave within the sector. In particular, the rise of chip stocks listed on the Science and Technology Innovation Board was astonishing.
More than a dozen stocks in the Shanghai-Shenzhen Ventures sector, including Maijie Technology, Trillion Innovation, Datang Telecom, Changdian Technology, etc., have closed their daily limits.
Brother Yi boasted about the track at yesterday's shareholders' meeting, and there was good news from the United States during the session. Driven by these two strong benefits, the technology track took off like a tiger with two wings.
Many investors have begun to slap their thighs off again, especially after watching Tiansheng Capital's annual shareholder meeting yesterday. They regretted not listening to Brother Yi. The technology track started to run wildly today.
The most annoying thing is that today's chip sector is a chance to get on board, because the chip and semiconductor sector has gone flat in the early trading. In the morning call auction, every chip ETF can earn six or seven points.
…
As of the close, the three major A-share indexes all closed up. The Shanghai Stock Exchange Index rose sharply by +1.45% today to 2901.73 points. After falling below the 2900 point mark on March 12, it returned to 2900 points again after two months. T Tiansheng
Today, a shrinking market opened, but it was not a falling limit as widely predicted by the market before the holiday, but a rising limit, and it hit a record high.
The stock king quoted a price of 148,659.91 yuan per share after the market closed, with a shrinkage of 621 million. It rarely fell out of the top of the list of daily trading volume of individual stocks.
The overall trend of the market today is that it opened lower and moved higher. The Shanghai Stock Index opened higher and moved higher, breaking through important pressure levels.
The daily line of the market closed with a bald Yang line, closing at the highest point of the day. Among them, the signs of breakthroughs on the Shenzhen Stock Exchange and the Shenzhen Stock Exchange Board were more obvious, because growth technology stocks led the gains in both markets today, and most of them were small and medium-sized startups.
.
However, for investors who are technical analysts, there is still an old problem in the market. Today's market has a good money-making effect, but the shortcoming is that the volume of energy has not been effectively amplified.
Therefore, we still stay on the sidelines and wait for the trend to become clear before striking hard. Today, the two markets broke through upward, and the trend is bullish. However, due to insufficient volume, we are worried that it is a false breakthrough.
The biggest problem with insufficient volume is that ST Tiansheng's volume has hit the daily limit today, and the trading volume for the whole day is only more than 600 million. In other words, only 42 hands of the stock kings changed hands throughout the day.
Or 4,200 shares.
We must know that even if the stock kings usually experience so-called extreme shrinkage, the absolute volume is around 30 billion, firmly ranking at the top of the list of daily trading volume of individual stocks. If the volume is slightly increased, it will start at 50 billion.
If there is any more disturbing news, the daily trading volume will reach 100 billion, directly accounting for 30% of the trading volume of the Shanghai Composite Index. At the craziest time before, it was close to nearly half of the trading volume of the Shanghai Composite Index.
…
In the afternoon of that day, Liang Zhenyuan, who was appointed by the superiors, visited.
"The secret talks have come to fruition. Lao and the United States have given up on asking for the money back. The two sides have reached a substantial consensus." Liang Zhenyuan, who was visiting, said in the living room of Lu Ming's private residence.
"With the old American's urine, the probability of killing you is very high." Lu Ming was thoughtful when he heard this, and after a moment he added: "You have to be on guard. The current compromise is mostly an expedient, to give yourself
Take a breath. Once they take a breath, they will most likely come back to you again."
After all, the whole world can see Lao America’s spirit of abandoning the promise.
"The superiors have also made this judgment and have been fully prepared, but the current results are also necessary." Liang Zhenyuan said with a smile.
Lu Ming also nodded in agreement. No matter whether Lao America would be rejected later, the result of the agreement reached in the past two months is very important. It is the basis for "going out with a good name" when problems may arise in the future, and it is the morality of the occupation.
The key to the commanding heights.
After more than two months of waffling in order to reach an agreement, there was no hope that America would abide by the spirit of the contract.
Liang Zhenyuan did not stay here for too long. After the matter was discussed, he left a piece of information and left.
Lu Ming sent it to the door. When he returned to the room, he picked up the material and opened it.
Tiansheng Capital also played an important role in the specific content of the agreement reached as a result of this negotiation. It can be said to be a core role.
Tiansheng’s responsibilities include:
One: A long-term purchase agreement for North American shale oil worth US$250 billion was reached, and the price was finally negotiated at US$47.25/barrel. This astronomical super purchase contract is not linked to crude oil futures prices.
To put it more down-to-earth, it is the wholesale price, and spot transactions are settled at US$47.25/barrel.
It was not easy to negotiate a wholesale price in the end, because our side used the linkage mechanism of the domestic terminal consumer price of refined oil as a bargaining chip. In the end, the United States chose to compromise in the dispute over the pricing power, and the linkage mechanism remained unchanged.
Exchange a constant price of $47.25/barrel for spot settlement.
It is worth mentioning that the linkage mechanism of refined oil prices has no intention of changing in the first place, and it has its own problems.
This time, the value of the core chips is brought into play, and it also follows the old aesthetics. If there are no chips, make chips.
If the US$250 billion super long-term purchase agreement is not enough, Tiansheng Capital itself is not qualified to operate oil companies in the country. It mainly plays the role of paying for transactions. After the oil arrives, the relevant domestic oil companies will acquire Tiansheng Capital.
Buy it back.
But during the offshore period, that is, when the oil has not returned to the country, Tiansheng Capital can make its own decisions.
Because of the oil that is docked, Tiansheng Capital may have to pay for the freight. The freight rate in the future will be very expensive and will skyrocket.
Tiansheng Capital certainly cannot lose money because of this. Overall, it must have a surplus. If profits are not extracted from the mainland market, they can only be obtained from the international market. In the future, when oil prices are high, they will still have to sell at high prices to make some money.
