Rebirth: The Financial Giant

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The position changes of Tiansheng Value Growth Hybrid Fund are very concerned by the market. In the words of shareholders, even if the choice of these smart funds cannot be understood, they must have their own intentions and must be taken seriously.

Investors put the word "main force" on their lips every day. The main force in Big A that can be seen directly by everyone is the Tiansheng Value Growth Hybrid Fund. Behind it is Tiansheng Capital, which is a part of the market. It is a big super main force, and it is difficult for this main force to hide itself. If you move a little, the whole market will know it immediately.

Li Mingyang left with the materials that Lu Ming gave him, and the next step is to execute it. In addition to the internal transfer process of the company to complete the left-hand-to-right-hand exchange, it is also necessary to buy an additional position from the secondary market.

As for how to ship the goods later, that is not what Tiansheng Value Growth Hybrid Fund considers, but how Tiansheng Capital evacuated LP members and pocketed the profits.

This Lu Ming also has a solution, but he will definitely not easily reduce his holdings and withdraw. The staged decline will make LP hard to resist. After all, the ballast stone of the big A is not just casually talking about, the cost is low enough, anyway, it will be crazy to hit new highs later. Looking back in a few years, the cost is simply the floor price, and LP institutions have signed agreements for fifteen or even twenty years.

Lu Ming gave the latest adjustment of Tiansheng Value Growth Mixed Fund. The top ten holding stocks are Tiansheng Holdings (9.98%), Mao Ti (9.98%), Wu Liangye (9.96%), Haitian Weiye (9.95%), Luzhou Laojiao (9.95%), Zhongguo PICC (5.36%), Zhongxin Construction Investment (4.29%), Zhongxin Securities (3.75%), Dongcai (3.71%), Muyuan Shares ( 3.32%).

The top ten holdings are five non-bank financial companies, three wineries, a soy sauce factory and a pig farm.

It is worth mentioning that Anshi's shares are no longer in the list of the top ten holdings of Tiansheng Value Growth Hybrid Fund. When the reduction announcement was made, it was the part held by the fund, which was just right.

At present, the position of this ticket can actually be intervened, but Lu Ming did not do so. The reason is that Huijing Group has not yet taken the bait. When will the cultural tourism industry of about 80 billion be taken over, Mr. An's "illness" will be affected. It got better, when the time comes to turn the tide, the two brothers of the An family will end the property dispute and shake hands and make peace.

...

The Eastern Hemisphere entered the night, and the US stocks in the Western Hemisphere also opened on time. Tonight is another sleepless night for investors who held shares overnight in Big A.

U.S. stocks crashed!

All the three major North American indices gapped and opened lower, and then opened lower and moved lower until the close of the three major indices was more than -3%, of which the Nasdaq fell by -3.8% to close.

Affected by the slump in U.S. stocks, global stock markets have followed suit. Big A has always followed the fall but not the rise. Investors are already trembling.

On Wednesday the next day, the domestic stock market opened as scheduled. Unsurprisingly, the big A really followed the fall but not the rise. The Shanghai index gapped down and opened -1.36%, and the two markets were full of greenery.

However, after the market opened, it did not sell sharply. Instead, it started to rebound after stepping back a little. Compared with the high sell-off of U.S. stocks, the current sell-off momentum of Big A has indeed dried up. To put it bluntly, it has been falling for a whole year. It can't fall, and once it plummets, there will be off-market funds to hunt for the bottom.

At this moment, Tiansheng Capital's OTC funds continued to increase their positions in batches due to the negative factors of US stocks. Buy shares in batches.

Tiansheng Capital has one word now: buy!

The more it fell, the more I bought it, and the slump bought it. The reaction was that the index could not fall and began to rebound, but the market divergence was still huge.

Lu Ming is not focusing on the domestic capital market, but the overseas US stock market. Entering December, the US stock market will send "red envelopes" in the last month of the year.

Tiansheng Capital's overseas diving funds have been massively empty. This month, Lu Ming is fully bearish on the US stock market.

Time passed by, and the global capital market slumped with the unilateral plunge of US stocks. US stocks ushered in the worst Christmas Eve. The Nasdaq and S&P fell into bear market territory this month. To show our respect, Tiansheng Capital entered the market in an orderly manner under the overall planning of Lu Ming.

Since December, the U.S. stock market has given back most of the gains made at the end of last month, with all three major stock indexes down -9%. By December 21, the Nasdaq closed down -21.9% from the record closing high hit on August 29. It crossed the 20% technical bear market threshold for the first time since 2008.

Then, on Christmas Eve on the 24th, the Dow Jones index fell below the 22,000-point mark, and the S&P 500 index plunged -3% again, officially entering the technical bear market threshold.

...

Tuesday, December 25th.

This morning, Lu Ming came to the company and called Qi Wei, the head of the company's overseas investment sector, into the office alone.

"Chairman, I really made a profit in December. The overall short-selling profit is 22.8 billion US dollars. I have already closed the position and evacuated according to your instructions. It will take about a week for the profit to land." At this moment, Qi Wei is also very excited. , The big boss is already admired by the five bodies, the precise grasp of the market, and the decisiveness of the shot make it difficult for Qi Wei to describe in words.

If there is a stock **** in the world, it is definitely the immediate boss, and the capital market is his cash machine. The profit of 22.8 billion US dollars a month, excluding exchange rate changes, is about 157 billion yuan, and the nuclear-powered money printing machine is ashamed.

In Big BOSS, there is no bear market. After eating long and short, every day is a big bull market.

Lu Ming said with a smile: "On the surface, as The Wall Street Journal said, it has already done a post-mortem summary. The recent political and economic development in North America has shaken the confidence of investors. US Defense Secretary Mattis suddenly resigned, the Federal Reserve The combined effect of rising interest rates, slowing economic growth in North America, and the extension of the official government shutdown in North America until January next year caused the stock market to plummet.”

Qi Wei immediately said: "Who wouldn't Zhuge Liang afterwards, the question is, did you predict all of these in advance?"

Hearing this, Lu Ming smiled and said in an orderly manner: "It should be said that Zhengzhi has a sense of smell, the commander and Powell can't pee in a pot. This is beneficial to his approval rate, but it backfired. On the 19th, the Fed raised interest rates for the fourth time this year, and the commander once again tweeted and bombarded the Fed..."

Lu Ming said a lot of logic for market judgment, but he didn't tell Qi Wei the most crucial factor. He can foresee, and ten thousand reasons are not as good as this one.

It's too much to be able to see your hole cards, and even more extreme is to be able to see your future hole cards.

In the end, Qi Wei said: "According to the current situation, the market is generally worried that Powell may be fired, and the removal of the top Fed leader is an unprecedented move, but for the current leader of the United States, it may really happen. "

Lu Ming immediately shook his head and said: "No~www.novelmt.com~ The commander has the right to appoint the head of the Federal Reserve, but he cannot voluntarily fire unless Powell resigns himself. Although the old man is unrestrained and does not play cards according to the routine, he destroys the Federal Reserve. Independence will offend the real behind-the-scenes predators in North America, so just listen to him and take it seriously."

...

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