Rebirth: The Financial Giant

Today's big drop is more due to the mix of many bad news during the 11th long holiday. Before the big A ushered in the first trading day after the holiday, the external news was mixed. The external market, especially the Hong Kong stock market The decline was tragic, and the benefits of the final RRR cut also failed to hedge against these disadvantages.

After the slump, various "Zhuge Liang" came out to analyze the reasons for today's big A flash crash. They believe that today's big A flash crash mainly has such a few bad news.

The first is that the Hong Kong stock market had its worst performance in a decade during the holidays, which made the big A face the pressure of compensating for the decline after the market opened today.

It is true that Hong Kong stocks are pulling their hips during the holidays. In the big A closed for the 11th long holiday, the Hong Kong stocks were not traded on the 11th day. They were trading from October 2nd to 5th, but they fell every day for these 4 days. , the largest weekly decline in the past eight months, and the worst performance in the past decade.

Secondly, the situation of the trade war is still unclear, and there are constant twists and turns, especially the recent news from foreign media that it is said that it may be designed into a computer motherboard has caused waves again, and caused the Hong Kong stock price of Zhongxing Communication and other companies to plummet.

However, as soon as the report came out, Apple and Amazon immediately issued a statement to refute it, typically using the news to create sudden panic to cut leeks.

Another is that the Fed has strengthened its expectation of raising interest rates, which is bad for the global capital market. In September, the Fed raised interest rates as scheduled, and the expression "easy" was deleted for the first time.

The Fed has achieved the effect of the doji's contraction of the currency, which has also increased the pressure on other countries in the world, especially emerging market countries and regions, to raise interest rates, which is beneficial to the global capital market.

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At first glance, the various review analysis after the slump is well-founded, and the logic is clear and hard.

And eggs.

Zhuge Liang afterwards is like a pig before.

After the closing of the last trading day before the holiday, many people shouted that Tiansheng Holdings wanted to hit the key integer mark of 3 trillion in total market value. It only needs to rise +1.65% today to create an unprecedented history and glory of Big A. .

However, it fell by more than 6% today, and one Ashin evaporated directly. For a while, I didn't know how to round it up, but this was not difficult for the big Vs. After a little thought, the big Vs found the reason.

The reason why Tiansheng Holdings failed to hit the 3 trillion market value is that the market is too consistent.

In addition, the blame is once again given to the northbound capital, because today the northbound foreign capital is also selling 976 million Tiansheng Holdings on a large scale, and even today's slump is attributed to the northbound capital, because today the northbound foreign capital hit the largest single since the beginning of this year. Daily net outflow, many voices believe that northbound funds brought the collapse of Big A.

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As time goes on and into Tuesday, the second trading day of the week arrives as scheduled.

At the opening of the market today, the performance of Big A can be described as half-dead. The market was calm and peaceful, and there was no plummet or surge.

The whole market is lifeless and has no passion.

The one who should have run has already run away yesterday. The one who didn’t run was completely stuck and played dead. The market atmosphere dropped to freezing point. The trading atmosphere of individual stocks and investors in the two cities was extremely dull.

But under such a market atmosphere, Tiansheng Capital's OTC funds are continuing to enter the market, but there is not much movement.

It is worth mentioning that if Tiansheng Capital's funds are eliminated, the short position in today's market will definitely be better than the long position, but Tiansheng Capital is buying the bottom in a big way. In the market, the broader market was stunned at 2700 points and could not fall through.

It is reflected in the sideways fluctuations on the disk, because the funds of Tiansheng Capital will be caught when it falls. With its extremely strong OTC liquidity scale, there is no pressure to hold up the entire market in this position in the short term.

As far as the transaction volume of Big A today is concerned, it can only hold up to 250 billion, and Tiansheng Capital can theoretically use trillions of liquidity. As long as you think about it, it is no exaggeration to say that Big A can be bought out.

After the market closed today, the broader market rose slightly by +0.17%. The total trading volume of the big A and the two cities was only 235.5 billion. Compared with the daily trading volume of trillions in a few years, this number can only be regarded as a fraction.

Tiansheng Capital bought less than 30 billion today, which is less than yesterday, because there is really no trading volume in the two cities, and it is difficult to achieve an effective change without actively pulling up and launching a big market.

Good things go a long way.

...

On Wednesday, October 10th, the third trading day of the week was still quite satisfactory. Today, the broader market rose slightly by +0.18%, and the K-line chart with a red cross star was closed. 2 billion.

The market in the past two days has made many investors want to sleep. There is no hot spot, no explosive point, and even no interest in watching the market.

However, the shareholders of Big A have not realized the seriousness of the problem, nor have they realized that exciting things are coming tonight.

At this moment, Tiansheng Capital headquarters, Lu Ming's office.

"Today, a total of 27.5 billion funds have been released, and the market sentiment continues to be sluggish. This is the increase in the main core target." Assistant Han Qiulin gave a brief oral report, and put the materials brought on by the way on Lu Ming's desk.

"What's the current situation of the 10-year US Treasury bond yield?" Lu Ming asked casually, and immediately picked up the materials to read.

The 10-year treasury bond yield of the United States is the anchor of the capital price in the North American market and even the global market~www.novelmt.com~ As a bond issued and endorsed by the beautiful country, the 10-year treasury bond yield is a comprehensive microcosm of the global cost of capital.

Han Qiulin reported in an orderly manner: "As you predicted before, the U.S. bond yields continued to expand during the 11th November. The highest increase in the 10-year bond yields exceeded 3.248%, which has now reached the highest level since 2011."

The soaring yields of magnesium's 10-year treasury bonds often mean an increase in the cost of capital in the global market. In other words, for other assets, bonds will become attractive due to rising yields. will face downward pressure.

At the same time, the 10-year treasury bond yield of Magnesium is the most important benchmark pricing in the global capital market, so the soaring of its yield will not only affect the North American stock market, but also the stock markets of other countries or regions. Of course, Big A is also included. of.

Han Qiulin couldn't help looking at Lu Ming and added: "If the market really follows your previous forecast, the U.S. stock market may face downward pressure at any time in the near future."

Lu Ming leaned back in his chair comfortably, and said slowly, "It's good that our long positions are closed with profits. The rest depends on when the big bears on Wall Street will exert their strength."

Tiansheng Capital has now completed the long-to-short, and the profits of the longs are full, and the next step is to take the profits of the short orders. The more smashed, the more profits.

However, for the external market, especially the US stock market, Tiansheng Capital cannot play a leading role. In Wall Street, the dominance cannot be grabbed, and Tiansheng Capital's funds are diving funds, just follow the market rhythm, Earning money steadily is more fragrant than taking away a piece of chicken feathers and a cloud of clouds.

Finally, the time came to night, and the peripheral markets of the western hemisphere opened as scheduled in the daytime...

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