Since the Norwegian Pension Fund invested in Tiansheng Holdings, it has indeed not caused any trouble. It has been making serious investments. Such investors are naturally welcome.
But then again, the profit is indeed a bit too much. In four years, Norway Pension generated an absolute profit of more than 379 billion yuan in Tiansheng Holdings.
This is an astronomical number.
If Norway Pension continues to hold on for the long term and adheres to its long-standing left-side trading strategy, it will increase its position every quarter and only buy but not sell.
This number will not only double soon in the future, but also generate floating profits in the trillions. The total market value of the current A-share positions of the entire Northbound Fund is only over 2 trillion.
Even if Norwegian Pension is unwilling to reduce its holdings, Lu Ming will still have to find a way to wash out a batch of chips in its hands, because it is not a good thing for a single foreign-funded institution to account for too large a share.
Because there is no absolute guarantee that Norwegian Pension will not cause trouble in the future. Just because you are honest and honest now does not mean that you will still be so honest and honest in the future.
You know, the penguin next door is a living example.
After a period of time, Penguin's largest shareholder Nespe will continue to reduce its holdings, causing Penguin's stock price to continue to crash and fall. Even Penguin's continuous repurchases of stocks will be unable to withstand Nespe's continuous reduction of holdings.
Kidnapped penguins and even the Hang Seng Index.
Because the trend of Penguin’s stock price deeply affects the trend of the Hang Seng Index, and the trend of Penguin is affected by Nespe, the largest shareholder.
The current influence of Tiansheng Holdings in the A-share market is actually far greater than that of the Penguin Hang Seng Index. There is nothing wrong with saying that the stock king has kidnapped the Shanghai Stock Exchange Index.
Then we cannot allow foreign-funded institutions to have the ability to influence the market on Tiansheng Holdings, and we must pay attention to even the short-term impact.
Of course, the Norwegian Pension Fund in Tiansheng Holdings is not as influential as Nespe in Penguin. The stocks held by the Norwegian Pension Fund account for less than 3% of the total share capital of Tiansheng Holdings. This can actually be regarded as a major shareholder, but relatively
Although it is a small shareholder, after all, it still cannot be included in the list of the top ten shareholders.
But the current absolute market value of nearly 400 billion is not a small amount, especially if it does not move, it will reach a scale of trillions in the future. If the Norwegian pension fund causes trouble, for example, it is persuaded by the United States, it will be possible in the future.
Causes quite a bit of trouble.
The sudden concentrated selling pressure of tens of trillions is quite terrifying.
Lu Ming didn't want to bury hidden dangers in his business, so he was happy to see Norway Pension take the initiative to run away.
…
The time comes next Tuesday, May 19th.
Today, the three major indexes in the A-share market all opened higher, with the Shanghai Stock Exchange Index opening higher by +0.77%. The market fluctuated sideways after opening higher.
After the end of the trading session, ST Tiansheng, which has been adjusted for six trading days, also opened higher today by +1.5%. But the real beauty today is the technology track stocks, especially the semiconductor materials sector, which led the gains in the two markets, and the sector's intraday gains surged.
8 percentage points, directly reaching a record high.
Semiconductor stocks also set off a trend of daily limit.
On the Science and Technology Innovation Board, Zhongwei Technology surged +17.70%, Qingyi Optoelectronics surged 14.26%, VeriSilicon surged +11.29%, and Shanghai Silicon Industry surged 10.19%.
In addition, stocks in the three traditional sectors of Shanghai Shenzhen Venture Capital, including Parry, Huilun Crystal, Beijing Junzheng, Beifang Huachuang, Unisplendour Guowei, and Yak Technology, have all reached their daily limit.
Yesterday on Monday, the semiconductor sector opened high and moved low. Today, it is a direct reversal. Track stocks are getting more and more exciting.
In addition to technology semiconductors, new energy vehicles, complete automobiles, auto parts, national defense and military industries, biomedicine, medical equipment, and liquor consumption are all continuing to make upward breakthroughs and are on an upward trend.
Only big finance is being beaten!
The investors were completely disappointed, and the seesaw that was promised turned out to be lonely.
During this period, Big A’s investors were really disappointed with Big Financial, especially brokerage stocks. If this sector is going to take off in the future, it will probably take a lot of effort to attract investors to “change their minds” again.
At the end of today's trading, stock investors couldn't bear it any longer and began to take advantage of the financial sector, especially brokerage stocks.
Then most investors began to embrace the track, admitting their mistakes to the market and to Brother Yi. During the Tiansheng Capital Annual Shareholders Meeting on May 5, Brother Yi boasted that the track was the password to wealth this year.
This has been rising for more than half a month. If you buy an industry ETF of track stocks, you can get 20 or 30 points.
…
As of the close, the Shanghai Composite Index closed up +0.81%, at 2898 points, with a shock and a red closing, and a star. Today's increase is an increase, but the volume of the two cities has significantly shrunk. T Tiansheng closed up +1.52%, quoted price
163,734.48 yuan/share, with a trading volume of 38.8 billion yuan, and an after-hours market value of 13.09 trillion yuan.
The stock king is also shrinking and rising today, and it is during the adjustment period since the opening of the market. The daily trading volume is less than 40 billion for the first time. Moreover, since the opening of the market, there has been a net outflow of funds from the north for seven consecutive trading days, and today there is a net outflow of 17 in a single day.
One hundred million can be said to be a lot.
The reason is that there are fewer funds on Wall Street to buy, and they are also counting the time. It will be the end of this month soon.
Lu Ming had said before that he was going to dig a hole for the bad guys. Wall Street also knew that this was not for them, but they also hoped to get some low-priced chips so that the rest would be shabby and make money.
…
The next day, Wednesday, May 20th.
Today's market has fluctuated and fallen back, and it continues to adjust. The position of the market is also quite embarrassing, and the adjustment is not in place. It can go up or down.
The most embarrassing thing is that the investors who turned away from big finance yesterday and switched to track stocks have collectively adjusted today, and the mentality of investors is about to collapse.
"Who can I talk to to reason with this?"
"Do you know why it fell? Because brother came in!"
"Anyway, if you don't buy it, it will keep going up, if you buy it, it will fall immediately, and if you sell it, it will take off. It's hard to buy a ticket that is going up. As a result, the stock price of the heavy position will rise pitifully, and the stock price of the light position will rise sharply. I saw the stocks of the light position.
The yield is huge, but the actual money earned is not much.”
"Reality in the world."
"The price will rise sharply only if the investors (retail investors) don't follow. When the investors come, it's time to fall. Therefore, the investors control half of the market. The rise belongs to the main force, and the fall belongs to the investors... [dog head to save life]"
"Oh, I've been teased to death. I don't want to go through the trouble anymore. I'll cancel my account. Goodbye Big A, never see you again!"
"Congratulations to my brother for being out of trouble."
"Don't move the grave, just lie flat and die. Anyway, you will die wherever you go, so just die in the track stocks. If you don't increase the position or adjust the position, you will either let me make money and leave, or let me delist directly after losing money."
"
"The only consolation is that the big financial sector did not rise today. If it was cut off yesterday but rose sharply today and was beaten again, it would be really meaningless, and of course it is meaningless now."
…
As of the close, the Shanghai Composite Index closed down -0.51%, closing at 2883.74 points. T Tiansheng closed down -1.41%, with the stock price closing at 161,420.44 yuan per share, with a trading volume of 60.8 billion, and an after-hours market value of 12.91 trillion yuan. Today, the stock king has seen heavy losses
Already.
Two hours after the market closed, Tiansheng Capital headquarters.
In the office, Lu Ming was reading a piece of material, and it turned out to be a "bad news" announcement.
There is another piece of material on the desk, which is a batch of social security funds to be loaded onto the bus, waiting for the stock king to come back and follow the bus.
This "bad" announcement is actually several important agreements reached between Tiansheng Capital and North America. Everything is true and there will be no false information in the official announcement.
But the reason why it is negative is because the complete agreement is not disclosed at the same time. The conditions to be exchanged by Tiansheng Capital are disclosed first, and the conditions for North America to return the frozen funds at the same time are suppressed first.
No matter how you look at it, this is extremely negative.
"Tomorrow is Thursday, so let's release the news at the end of the afternoon. Let's spread the news online first to see how the market reacts." Lu Ming put the materials on the table, looked at Han Qiulin who was also in the office, thought for a moment and then added
: "The response is in line with expectations, so we will release a formal announcement around 10 a.m. on Friday the day after tomorrow."
