Rebirth: The Financial Giant

This is a big chess game. The formation and transformation of each trend is actually a chess piece falling, which affects the entire general trend and resonates with each other.

Now there are seven to eighty-eight investors who are lying in the small and medium-sized market in the market. Some of them have chased after the blue-chip heavyweight stocks from the brokerage sector, and some are on the way to catch up. Managers are also huddled together.

Since the beginning of October, the entire capital market has been led by the trend of "big is beautiful and core assets". The market is full of hot money, large and small, retail investors, and many institutions, including foreign capital. in this trend.

The current market is showing a "herd effect". Funds are holding together to keep warm. Even the demon stocks are crashing one after another. The hot money, big and small, dare not speculate in junk stocks. The **** votes, some high-end votes are eager to sell directly to the lower limit of more than a dozen, the reason is that the speculation funds fled regardless of the cost and want to ship in the fastest time. .

It is the dozens of first-line blue-chip big ass, because in the current market environment, only these tickets have the effect of making money, forcing everyone to move closer.

The current market is caught in this weird market situation. Investors are extremely fearful on the one hand, and extremely excited on the other hand. The blue-chip weight of the group continues to explode. Bottomless.

There is a strange market situation of "stock crashing bull", because more than 2,000 small tickets are falling and falling, but the index is constantly making new highs.

The current market voices are constantly "noisy". On the one hand, there are voices scolding funds and institutions, and on the other hand, they follow the group, and on the other hand, the market shouts "de-retail".

The subtext is that Big A will always play at 3000 because there are too many retail investors.

If you lose money, not to mention that you have to take the blame, it is also a tragic group.

The current market interpretation is that de-retailing is to make retail investors group together, and the current market trend seems to be teaching all investors a lesson, telling everyone that to learn to hold a group, only the tickets of the group can go up, don’t buy a group The other subject stocks only lose money.

The real high-quality stocks that do not hold together have risen to the point where retail investors can’t buy them, and they can’t even buy them first. Be a hooligan.

Now more and more retail investors also recognize this logic, because more and more people's accounts are now profitable and the floating profit is expanding, which leads to a so-called result:

It is only by holding group stocks that you can make money, and it is only by holding group stocks that you can eat meat. It is because holding groups is the most effective way to go to retail investors, so it is now that the index has risen and the stock market has crashed. This is a period of pain.

...

Friday, October 27.

In the president's office, Lu Ming, who was sitting on the boss's chair at the desk, was thinking about the settlement of the transferred funds after they were withdrawn from the venue. The people under the management of the transfer of funds were busy with the implementation, and the transfer would not go directly to the second level. In the market, the listed companies have almost come into contact with each other, and the problem of capital undertaking has been solved, and the next step is to go through the procedure.

The market peaked this time, and the total market value of Tiansheng Capital's holdings in Big A was at least 1.8 trillion yuan.

The total size of the sold market value and cash out accounts for about 40% of Tiansheng Capital's total holdings in the A-share market, and it will take about 750 billion yuan in arbitrage profits. The remaining 60% of the total positions cannot be tampered with. , even if the broader market falls below 2000 points, this part of the position must also bear the decline with the market.

The paid transfer to LP institutions is to realize the withdrawal from the stock market to avoid risks. After the LP institutions sell their positions, they will eventually transfer the more than 700 billion to Tiansheng Capital Management.

It can only be handed over to Tiansheng Capital, because they are very hot in their hands. I don’t know where to go with so much liquidity, and I can’t start investing myself. The best way is to leave it to professionals to manage.

It must be Tiansheng Capital. Wouldn't it be fragrant to hand over the money to Lu Ming, and then lie down and win it?

As soon as next year comes, Tiansheng Capital will have more than an unprecedented trillion-dollar amount of liquidity at its disposal. Only Apple and Berkshire Hathaway can match such a huge cash flow in the world. In comparison, where should the money go is the problem that Lu Ming wants to solve.

In this regard, Lu Ming has found a place to live for these funds.

The answer is the bond market!

The stock market next year will be a bear market for the whole year, but the bond market will be bullish next year. The bond market will usher in the sixth round of bull market in history next year. months.

It is worth mentioning that the bond market and the stock market are often in a seesaw effect. Either stocks rise and debts fall, or stocks fall and debts rise. It is relatively rare for stocks and bonds to kill.

Since the bond market entered a bear market in October 2016, it is still in a bear market state, but the reversal of the trend is just around the corner, and in the next two months, it happens that the stock market peaks in stages.

It takes about three to four years for the bond market to complete a bull and bear market. Compared with the stock market, the cycle is relatively shorter, and the volatility of the bond market is much smaller than that of the stock market. The up and down amplitude of a bull and bear market in the bond market is also ±15% water level.

The huge bond market is also fully capable of accommodating trillions of funds, and it can only enter the bond market.

The three major capital markets in the world, the stock market, the property market and the bond market, originally came out of the stock market to avoid the bearishness next year. From a purely profit point of view, entering the property market is the most profitable, but Tiansheng Capital does not touch the property market. , not to become the driving force of the property market skyrocketing is the duty that has been abided by since its establishment.

If Tiansheng Capital broke into the property market with trillions of liquidity, it would be conservatively estimated that the capital would be leveraged tenfold after several transfers, that is, 10 trillion, and the national housing prices would have skyrocketed.

You can't go, you can't do this, you can't do it if you can make a lot of money.

That's just the bond market!

Starting from next year, various localities will issue bonds on a large scale. Interest rate bonds are the focus, and credit bonds must also be deployed. Simply put, Lu Ming's decision is to lend the local flowers the cash he has cashed out from the stock market.

When the pattern is bigger, this is adding to the construction of the country, and entering the property market is adding to the block.

Just as Lu Ming was thinking, there was a knock on the door of the office.

"Please come in."

Lu Ming put away his thoughts and looked at the sound.

Han Qiulin walked into the office, "Chairman, the consolidated financial report for the third quarter has been audited."

Tiansheng Capital's third-quarter financial report was released a bit late this time. Most companies have already released it. October 31 is the last day and must be disclosed.

Lu Ming took the folder handed by Han Qiulin and opened the consolidated materials.

The total revenue of Tiansheng Capital in the third quarter was 9.763 billion yuan, a year-on-year increase of 7.615 billion yuan in net profit, and a year-on-year increase of 7.316 billion yuan in net profit attributable to the parent. The company's total assets are 923.781 billion yuan, and its net assets are 905.326 billion yuan, an increase of 307.916 billion yuan in asset prices compared to the previous quarter.

The market value of assets managed by Tiansheng Capital is 3.09 trillion yuan, and the price of assets managed by LPs rose by 1.03 trillion yuan in the third quarter, which can be said to have skyrocketed.

The total asset scale of self-owned assets + managed assets exceeds 4 trillion yuan.

Lu Ming quickly signed the document for approval and said, "Let's release it after the market closes."

Han Qiulin: "Okay."

The rise in asset prices in the third quarter is maddening, with a net increase of 1.3 trillion yuan, and both domestic and overseas investments have blossomed.

Domestically, the second round of accelerated rise in blue-chip heavyweight stocks in the third quarter boosted the price of core assets held by Tiansheng Capital to expand rapidly. The market value of the representative Maotai is now more than 800 billion yuan.

The blue-chip weight has risen, and Tiansheng Capital is undoubtedly one of the biggest beneficiaries of the surge in core assets~www.novelmt.com~ This is beyond doubt.

In foreign countries, the super bull market of Bitcoin has started in the third quarter, and the current price has risen to US$5,988. It is one of the main forces behind the rise in asset prices of Tiansheng Capital’s overseas QDIE funds. Of course, the other big one is investing in the US securities market. The return is higher because the investment scale is much larger than Bitcoin.

Another major stable growth point is the arbitrage action in the foreign exchange market, which is to use the dollar to stably cut the world's wool.

...

The domestic stock market closed today, and the Shanghai Stock Exchange hit a new high. The index hit a high of 3421.10 points during the session, and closed at 3416.81 points after the market. After the skyrocketing volume yesterday, Tiansheng Holdings has also reached a record high today. , these are the representatives of core assets, and the story of "big is beautiful" continues.

At around 17:00 in the afternoon, Tiansheng Capital released its third-quarter consolidated performance report, which once again exceeded expectations and caused a huge sensation in the market. Those who saw this financial report were undoubtedly shocked. Goofy, this explosive performance report attracted reports from various financial media.

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