The male god of magic capital

The asset scale of Chengtian Mixed Pioneer has increased again by 100 billion, reaching 1518 billion, of which 1300 billion is for the medical and biological sector fund, and 218 billion is for the food and beverage sector fund.

Usually, these two major sector funds are divided into many accounts, all of which are managed by their traders.

At present, the working capital of Chengtian Hybrid Pioneer is as high as 260 billion.

"Boss, will the newly raised 100 billion funds be invested in the stock market soon?" Jiang Manman asked.

According to 90% of the position allocation of stocks, 10% of the cash is stored in the bank, and then you need to buy stocks worth 90 billion.

Luo Cheng nodded: "Of course, but if the market rises tomorrow, there is no rush to buy. If the market falls tomorrow, I will buy the food and beverage sector."

The market index didn’t go up very much today, only a slight rise, and it might fall tomorrow. Of course, it’s best to go down, which is just right for Chengtian Mixed Pioneer’s newly raised 100 billion funds to enter the food and beverage sector.

Then Luo Cheng opened the trend chart of the medical sector and looked at it.

After all, Chengtian Mixed Pioneer has 1300 billion assets allocated in the medical sector, and Chengtian Private Equity Fund's 600 billion assets are all allocated to the four giants in the medical sector.

Today, in the medical sector, the stock prices of Zhifei Biotech, Hengrui Medicine, WuXi AppTec, and Mindray Medical have not fluctuated much, and their stock prices have only risen slightly.

The scale of Chengtian Private Equity Fund is 607 billion.

And the share prices of Aier Ophthalmology, Jiuan Medical Group, Fuxing Medicine, Opconvision, Changxin High-tech, Asymchem, Junshi Bio, Hualan Bio, China Resources Sanjiu, China Resources Double Crane, Tongrentang... Daan Gene, etc. There are some rising and some falling, and they are generally in balance. The size of the medical sector fund is still 1300 billion.

The trend of the medical sector is quite stable, so there is no need for Luo Cheng to worry about it.

I don't know what happened to the listed small companies invested by the strategic investment department?

Then Luo Cheng opened the stock price trend chart of Quanjude. As a strategic partner of Chengtian Catering Group, Chengtian Holdings provided financing for Quanjude Group when it was short of money and obtained 8% of its shares. Now Quanjude’s stock market value is 28 billion, worth 2.24 million.

Then he opened the trend chart of Anbiping Medicine. Chengtian Holdings holds 10% of its shares, and its current market value is 22 billion, worth 2.2 million.

Then he opened the trend chart of Northland Corporation. Chengtian Holdings holds 12.5% ​​of its shares, and its current market value is 20 billion, worth 2.5 million.

The stock price of this Northland company has risen sharply recently, and its market value has increased by 25%. Not bad, not bad.

"Manman, the market value of Abipin Pharmaceuticals and Northland has increased a lot, and they should be out of trouble."

Jiang Manman said: "Yes, BOSS, we provided financing to Abipin Medicine and Northland before, so that they can get rid of the pressure from Cangshan Medical Company, a subsidiary of American Amgen Company, and the Xiangjiang Consortium. "

Luo Cheng nodded and said, "I hope that the subsidiary of Cangshan Group in the medical industry will be brought down."

At this time, Jiang Manman thought for a while and said: "Boss, before the medical company under the Cangshan Group cooperated with a medical company in Xiangjiang to develop a new product... Now Cangshan Medical Company has a wider business.",

Luo Cheng opened the news and took a look.

【Magic City Innovative Products Recommended Catalog】is released.

Cangshan Medical Company developed the hepatitis B virus nucleic acid detection kit (RNA capture probe method) and was successfully selected, which effectively made up for the lack of existing hepatitis B clinical diagnosis and treatment indicators.

Let me go, how many brushes does Liu Cangshan have?

Wouldn't it be stealing another company's patented technology?

This time Liu Cangshan ushered in another highlight moment.

Luo Cheng said: "Arrange people to find a company that also owns this patented technology. We can't let Liu Cangshan gain power in this area and try to drag it down."

Now Luo Cheng's main focus is to develop the financial core of Chengtian Holdings and create the Chengtian Department. The primary goal of the first stage is to make the market value of Chengtian Holdings reach 1000 billion, but this is what Liu Cangshan wants to do. Now Luo Cheng It is impossible to cross Cangshan Group, but it can slowly bring down its subsidiaries.

"Yes, BOSS!" Jiang Manman hurried to make arrangements.

After Jiang Manman left, Luo Cheng stood in front of the floor-to-ceiling windows of the office, overlooking the distant scenery of the Huangpu River.

At present, Chengtian Holdings and Chengtian Department are developing in an orderly manner.

Moreover, the stock price of Chengtian Holdings has stabilized above 5.2 yuan per share, with a market value of 520 billion yuan, which is still 480 billion yuan away from Luo Cheng's primary goal of the first stage.

But if the market value wants to continue to increase in the future, not only the market will continue to rise, but the clients of Chengtian Private Equity Fund and China Chengtian Mixed Pioneer will also expand to poach the corners of other large funds.

However, if the broader market wants to continue to rush upwards, it will not work without good fundamental support.

The benefit brought by the Fed's temporary interest rate hike to the global stock market is only temporary, and it is not known how long it will last.

Moreover, many large funds and large institutions in the market are optimistic about the follow-up stock market trend, and some are not optimistic.

It is easy for the stock market to fall sharply, then rise sharply, fluctuate at a high level, and finally the stock market will fall sharply again without waiting for good fundamental news.

Time flies by.

In the evening, the news came.

Wall Street Journal: [The Federal Reserve is divided: while talking about cutting interest rates by 50 basis points, it is saying that it cannot cut interest rates]

The U.S. president says the head of the Federal Reserve has misunderstood his four-year tenure.Asked if he thought he had the authority to fire the head of the Fed, the president said he could do so if he wanted to, though he had no plans to take any action.

The Fed has raised interest rates nine times in 15 years, and the president has repeatedly criticized the head of the central bank and the Fed's policy of raising interest rates, arguing that it has hindered economic growth.

Both U.S. GDP and the stock market would be better off than they are now if Powell hadn't raised interest rates and implemented quantitative tightening, calling the Fed an "artificial obstacle" to improving economic data.

In addition to the president, the market is also increasingly calling for the Fed to cut interest rates.

CME“美联储观察：“美联储7月降息25个基点至2.00%-2.25%的概率为42.6%，降息50个基点的概率为57.4%。”

Goldman Sachs: "The Fed will cut interest rates by 7 basis points in July, and Minneapolis Fed President Kashkari has publicly supported this."

However, Dallas Fed President Kaplan warned in an article that it is too early to determine whether the Fed will need to cut interest rates in the next few months.

Kaplan's view contrasts sharply with financial market expectations.

Morgan Stanley's bears make pessimistic remarks again: the S&P 500 index may fall by 20% in the third quarter
Wilson, Morgan Stanley's chief equity strategist, said the S&P 500 could drop 20% in the third quarter if economic data continues to deteriorate.In his view, although the trade uncertainty is expected to end and the Fed has also shown a dovish stance, these are not enough to prevent the economic slowdown.

···
There is a lot of uncertain news in the market, and the short sellers in the global stock market are gathering, and the US stock market fell a lot that night.

It's fun now, the bulls on Hong Kong stocks and A shares are starting to panic.

"Madan, withdraw at the opening tomorrow!"

"Sure enough, the market is changing rapidly."

"U.S. stocks have fallen a lot tonight. Hong Kong stocks and A shares will definitely fall tomorrow."

"It's not good, some of the hot money from foreign capital may be withdrawn tomorrow."

"Withdraw, withdraw, withdraw!"

"Make some money and withdraw!"

····
Time flies by.

The next day, Friday, June 6.

Closing Comments: Hong Kong Stocks Hang Seng Index Falls 1.15% Penny Stocks Flash Crash Singya Holdings Plunges 96%
U.S. stocks closed mixed on Monday.The dollar and U.S. Treasury yields fell.Markets are still assessing the prospects for a rate cut by the Federal Reserve and are closely watching the G20 summit this week.Opening today, the Hang Seng Index opened 0.23% lower, and then continued to fall, falling more than 1.5% at one point. The Hang Seng Index fell 1.15% to 28185.98 points; the State Enterprise Index fell 1.92% to 10742.41 points; the Red Chip Index fell 0.67% to 4396.67 points .

Financial stocks plummeted, with Bank of Communications falling 3.71% to lead the decline in blue chips, and Zhaoshang Bank falling 7.67%.

···
Financial headlines: Today, the three major indexes of the two cities opened slightly lower in early trading, and then the indexes went down unilaterally. The CSI 300 Index fell from 3850 points to 3750 points, a drop of 100 points, or 2.59%.
The share price of Chengtian Holdings first jumped to 5.3 yuan a share, and then fell sharply to 5 yuan a share.

Has been oscillating in the 5.00 yuan area
The medical sector fell, the food and beverage sector also fell, and financial and banking stocks fell particularly hard.

"Boss, the stock market is down a lot, are we going to get in and buy the food and beverage sector?" a trader asked.

Luo Cheng: "Buy as soon as the market opens in the afternoon!"

"Yes, BOSS" Everyone was very excited.

Luo Cheng thought for a while and said, "Continue to invest in the small sectors of snack food, food processing, seasoning and fermented products, beverages and dairy products.

Liquor, stocks in the non-liquor industry are not in a hurry to buy. "

"Just buy the previous 40 stocks!"

As a large section, the food and beverage section includes snack food, food processing, seasoning and fermented products, beverage dairy products, non-liquor, liquor and other small sections.

This time we raised 100 billion funds, and we need to buy 90 billion, so we still buy in the old way, not liquor, stocks in the liquor industry, and we don’t plan to buy, just buy snacks, food processing, seasoning fermented products, beverages and dairy products These four small plate stocks.

"Boss, when will we buy Moutai, Wuliangye, Luzhou Laojiao, Qingdao Brewery... Yili shares, Haitian Flavor Industry and other stocks with large market capitalization?" A trader asked.

Luo Cheng: "Let's wait for the next round of the stock market to fall. At that time, more funds will be raised. If you buy now, there is a high probability that the increase will not be large, and you may be trapped."

"Buy the 40 stocks you bought before the market opens!"

"Yes, BOSS" The time soon came to the opening of the afternoon, and everyone began to buy the stocks of 40 small and medium-sized listed companies that they had bought before.

Immediately, these 40 stocks began to rise. After all, the 90 billion funds were apportioned among the 40 stocks, which is equal to 2.5 million each.

Zhongju High-tech's stock price rose!

The stock price of Tianwei Foods rose!

Bright Dairy shares rose!

Beingmate's stock price rose!
···
Yantang Dairy's share price rose!