The male god of magic capital

Chapter 298 299 Three Hundred Billion Go In!

At this moment, Chengtian Mixed Pioneer officially became the overlord of the public fund industry, with a scale of 5000 billion.

The management fee is 67.5 billion, and the self-operated cash flow is extremely abundant.

Luo Cheng stood in front of the floor-to-ceiling windows, overlooking the Huangpu River.

"Boss, now the cash flow of Chengtian Mixed Pioneer is nearly 3000 billion, should we continue to buy stocks now?" Jiang Manman asked.

Now the cash flow of Chengtian Mixed Pioneer is ridiculously high. Nearly 3000 billion funds are lying in various accounts. Now traders can’t manage it. Almost all traders are assigned to Chengtian Mixed Pioneer’s account. In shock, you can buy ah.

Luo Cheng smiled and said, "It's enough to buy 100 billion a day, and I can buy it in one month, so I don't need to frantically pull stocks."

Now with the 3000 billion cash, you can slowly buy stocks.

The next stock market will rise, fall, continue to rise, and continue to fall. The high level will fluctuate for a long time, and then continue to rise.

Now the Shanghai and Shenzhen 300 Index is at 3800 points, and it would be good to reach 4200 points by the end of the year. Luo Cheng does not expect it to break 4500 points this year.

It is only less than September now, and there are still three months to go. The stock market will go up and down back and forth, which is a good opportunity for Chengtian Mixed Pioneer to continue buying.

The 3000 billion funds have to be invested, but you can't buy them all at once, you have to buy them slowly.

After thinking about it, Luo Cheng looked at today's stock market.

[The three major stock indexes consolidated at a low level and the Shanghai index fell by more than 1%]

Affected by the external market and the decline in the external market, the three major stock indexes all opened lower by more than 1% in early trading.Gold, agriculture, and rare earth sectors rose successively.

The bulls were active in the intraday attack, the three major indexes collectively stabilized, the pattern of Shenzhen being strong and Shanghai being weak continued, and the decline of the index once rebounded within 1%, but then the index weakened in the short term, and the stock index stabilized briefly after being under pressure.

Near the close of the morning, the three major stock indexes stabilized and fluctuated weakly.Subsequently, the pharmaceutical, automobile and other sectors shot up one after another, and the stock index strengthened slightly. The decline of the three major indexes narrowed to less than 1%, and the index once again reached above 1600 points.On the disk, the fried board rate of individual stocks has dropped, and the sentiment of long funds has slightly warmed up.

In the afternoon, the three major stock indexes fluctuated at a low level, and the decline of the three major stock indexes expanded to 1% again.In late trading, the index performed calmly, continuing the pattern of weak shocks.

On the disk, the profit-making effect is better. Pharmaceutical stocks continued their strong momentum in the morning, and some strong stocks exploded.Agriculture, gold, auto and other sectors remained high.

In general, the willingness to do more funds in the afternoon is not strong, and individual stocks fall more and rise less.As of the close, the Shanghai Index reported 2863.57 points, down 1.17%, and the Shenzhen Component Index reported 9270.39 points, down 0.98%.

The market was shocked!

"Haha, my big A shares won the world's best diving champion again today!"

"Amid the bloody storm in the global stock market, A-shares opened low and moved high, and the Shanghai and Shenzhen stock indexes only fell by about 1%, which was more resilient than all major stock indexes in the world."

"The CSI 1000 Index fell by nearly 2% in the early trading, and only fell by 0.56% in the closing market. From the K-line chart, it is equivalent to pulling a "big positive line" in the intraday!"

"This kind of tough performance is completely a continuation of the global trend that led the rise in the previous two weeks. There is no love for no reason, no hate for no reason, and there is no rise in A shares for no reason."

"Why did it go up? One is the endogenous rebound demand, and funds have entered the market to buy bottoms. It was also the day before the U.S. stock market fell sharply. The low opening and high movement on August 8 was the result of large-scale funds entering the market to sweep goods. The same is true today. "

“二是消息面利好压过利空，24日富时罗素宣布将A股的纳入因子从5%提升到15%，27日MSCI对A股二次扩容生效，9月23日标普道琼斯纳入A股将生效，30天内三大指数巨头合计将为A股带来超过1200亿元被动增量资金。”

"Before the China Securities Regulatory Commission discussed and refined the overall plan for capital market reform, the A-share market is about to usher in a series of major benefits in terms of basic system reform, legal protection, quality of listed companies, and long-term capital entry into the market."

"The relevant person in charge of the China Securities Regulatory Commission stated that the current resilience of my country's capital market to external shocks has been significantly enhanced. "We will maintain our focus, increase reform efforts, stimulate market vitality, and promote the long-term stable and healthy development of the capital market. "

"The resilience to deal with external shocks has been significantly enhanced." Isn't this a vivid portrayal of today's market?CITIC Securities said that Moutai could rise to 1200 yuan, so everyone rushed in like crazy.Is the level of the China Securities Regulatory Commission much higher than that of CITIC Securities?Of course we want to listen more! "

"Whether it should fall or not, there must be a rise", this is my mantra, and this time it will be fulfilled again.As long as there is no greater shock wave at night, there will be no suspense for tomorrow's success. "

"I think the shock wave on the weekend is already big enough, and there won't be a bigger one in the short term. We can handle it today, let alone a small shock wave, so there is no need to worry about the market outlook."

"And with the strong performance of my big A-shares, the U.S. stocks once again looked at our faces. After the A-shares closed, the three major U.S. stock futures collectively rose, but they fell 1% in early trading, and once again obediently became A-shares. Follower!"

"If the U.S. stock market does not make trouble at night, it will be easier for A shares to rebound tomorrow. In fact, its ups and downs are not that important, because A shares have recently been moving independently. I look forward to continuing to perform independently tomorrow and crushing U.S. stocks again. Raise the world!"

···
At this time, Chengtian Global Investment Department issued a market report.

Li Daxiao: Positive policies support A-shares in the medium and long term

Last week, global stock markets were divided between ups and downs, with developed markets falling slightly and emerging markets rising slightly.Looking forward to this week, Wei Fengchun, the chief macro strategy analyst of Bosera Fund, pointed out that favorable policies will support the A-share market in the medium and long term.In terms of strategy, we pursue certainty and focus on risk aversion in the short term.

In terms of overseas economy, external disturbances have escalated, which will increase the downside risk of global economic growth, and it is inevitable to suppress market risk appetite in the short term.

Powell's speech at the Jackson Hole meeting was generally dovish. The probability of the Fed cutting interest rates by 9BP in September is 25%.As far as the capital market is concerned, external disturbances may lead to a decline in growth, but policy easing can support valuations, and the two are in a race.

In terms of A-shares, favorable policies such as LPR may bring support to the market, but this mainly takes effect in the medium and long term, and the current market view is mainly risk aversion.

In terms of Hong Kong stocks, the valuation and capital of Hong Kong stocks are more positive than the previous period, but profit expectations will continue to be under pressure in the short term, and external market fluctuations will also drag down Hong Kong stocks.In terms of structure, relatively high-dividend financial real estate and public utilities are used as defense.

In terms of bonds, he said that recession concerns in overseas markets have led to key interest rates close to historical lows, and risk aversion has continued to spread in many markets. The continuously expanding internal and external interest rate differentials will ensure the relative safety of the domestic bond market. As for the MLF interest rate adjustment that the market is concerned about Downgrading the signal, there is a high probability that you will only be late and not absent.Structurally, it is relatively dominated by medium and high-grade credit bonds.

In terms of crude oil, the market's worries about the global economic recession have once again intensified, and important institutions have lowered their demand for crude oil, forming a short-term pulse impact on oil prices.However, geopolitical risks still exist in some areas. It is expected that oil prices will be under pressure, but the decline will be limited.

In terms of gold, although risk aversion has already fully driven gold prices, the escalation of external disturbances will still support short-term gold prices.In the medium and long term, the price of gold has strategic allocation value.

····
Because Chengtian Hybrid Pioneer previously raised 2700 billion funds.

Haven't entered yet!
Now that Chengtian Holdings released a market report after the stock market plummeted, is this going to use 3000 billion funds to enter the market to buy A shares?

Everyone looked at the market report of Chengtian Holdings and was stunned.

This is definitely a plus!

Is Chengtian Mixed Pioneer 300 billion in cash going to enter the market to buy the bottom?

"I'm going, Chengtian Mix Pioneer is going to buy the bottom, and the stock market is going to go up!"

"Fucking shit, is the [-] billion cash going to go in?"

"I'll go, this Chengtian mixed pioneer is going to buy the bottom, haha!"

"Not to say it's a bottom-hunting, but to start buying."

"So much money will enter the market sooner or later. Now it seems that Chengtian Mixed Pioneer is about to enter the market. Everyone will buy the bottom tomorrow."

"Let's fill up the stud in advance!"

"Wahaha, I was caught. Now that I saw the report of Chengtian Holdings, I suddenly regained my spirits. I don't want to cut my flesh!"

"Haha, I'm also caught. This Chengtian Mixed Pioneer is going to enter the market to buy stocks. With so much cash, the stock price will definitely rise very fiercely. I will continue to increase my position tomorrow!"

"Full warehouse stud does not explain!"

"Yes, let's do it with a full warehouse!"

····
Because of the good news brought by Chengtian Holdings, maybe 3000 billion entered the market to buy the bottom. The next day, the stock market really went up, and it still went up!

[The stock index rose 1.3% and the concept of themes blossomed more]

Because of the good news brought by Chengtian Holdings, it is suspected that 3000 billion cash entered the market to buy the bottom, so the three major indexes opened higher in early trading, and the pharmaceutical and home appliance sectors gradually strengthened, driving the index to rise.Domestic software and other subject concepts rose strongly, driving the index to strengthen.

On the disk, the profit-making effect of the market is still good, the willingness to go long with funds is obvious, and individual stocks in the sector generally rise.Near the end of the morning, the three major indexes continued to rise and then fell back slightly. The Chuang Index and the Shenzhen Component Index both rose by more than 2%. The brokerage sector also showed signs of strengthening the heavyweight stocks.

In general, the market atmosphere is relatively hot, and the sentiment of long funds is high.

In the afternoon, the three major stock indexes fell slightly, and the bulls' desire to attack weakened.On the disk, the unmanned driving and military sectors changed one after another. The home-made software and digital China sectors that rose in the morning performed mediocrely, and the strong sectors such as medicine narrowed their gains.

In late trading, the three major stock indexes rose again and strengthened slightly. The net inflow of northbound funds in late trading once exceeded 220 billion, and more than 3200 stocks in the two cities rose.

In general, the concept of market themes has shrunk, while sectors such as military industry and agricultural planting have begun to strengthen, the rate of bombing has begun to rise, and the effect of making money has declined.

As of the close, the Shanghai Composite Index was at 2902.14 points, up 1.35%, the Shenzhen Component Index was at 9443.18 points, up 1.86%; the Chuang Index was at 1628.12 points, up 1.71%.

···
There is excitement in the market.

"Haha, Chengtian Mixed Pioneer has entered the market to buy the bottom, it must be bought on a large scale!"

"Ooh!!"

"Sand Sculptures, Chengtian Mixed Pioneer didn't use much money to enter the market at all, so don't care about Chengtian Mixed Pioneer!"

"This Chengtian Mixed Pioneer just bought a small amount of stocks, and he didn't expect the price to rise so sharply!"

"Hey, I don't understand."

"Whether it should fall or not, there must be a rise! I repeated this mantra again, and it came true again today."

"Yesterday's rebound has already heralded today's rise, and it has risen beyond expectations. The Shanghai stock index has successfully stood at 2900 points. All major indexes have hit new highs in the recent rebound, and the ChiNext has hit a new high since the end of April."

"Of course, the good news in these two days is also an important driver. The second expansion of MSCI will take effect after the market closes today. The inclusion factor of A shares in the large market will increase from 10% to 15%. According to estimates, the second phase of MSCI expansion is expected to be A shares. Bring about 1400 billion yuan of incremental funds, of which about 200-250 billion yuan of passive tracking funds are expected to flow into the A-share market before and after the adjustment takes effect."

"So how much is the inflow today? The net purchase of northbound funds is 615.7 billion yuan!"

"Then the question is, who threw it to them?"

"First of all, let's recall yesterday's low drive and high drive. Who is buying and who is selling?"

"Yesterday, foreign capital was stunned by the turmoil over the weekend, with a net sale of 96.4 billion yuan. That is to say, domestic capital was hunting for the bottom yesterday, but today it is throwing chips to foreign capital!"

"This can be clearly seen from the comparison of the 50-minute time chart of the Shanghai Stock Exchange and the foreign capital inflow curve. Especially in the afternoon, the market fluctuated and fell all the way, but foreign capital bought and bought all the way."

"The call auction at the end of the day is even more interesting. A huge amount was released, but the index fell in a straight line, indicating that a large number of funds fled in the end of the day. The reason is simple. Foreign capital has exhausted its bullets today, and it will run out of ammunition tomorrow. There may be a callback."

"Do you still remember that on May 5, when MSCI was also expanded, a large number of foreign investors chose to buy in a call auction at the end of the day, causing the index to soar."

"But this time they learned to be smart. They bought and bought all the way from the opening of the market in the morning. Even if the increase in the morning was already high and began to fall in the afternoon, they could only bite the bullet and buy, because the funds that passively track the MSCI index have to be put in place before the expansion takes effect." The positions are complete."

"The domestic investors who entered the market earlier yesterday threw their chips all the way to the foreign investors. The domestic investors who had been following the foreign investors before and played the role of carrying the sedan chair, finally changed their roles this time and successfully tricked the foreign investors!"

"No matter how the mid-term market goes, at least as far as short-term operations are concerned, in this game of drumming and spreading flowers, domestic capital has finally let foreign capital carry the sedan chair, and it has done a beautiful battle!"

"There is still drama to be seen later. FTSE Russell will increase the A-share inclusion factor from 5% to 15%, which will come into effect before the market opens on September 9. On September 23, S&P Dow Jones' inclusion of A-shares will take effect. The two major indexes Acting at the same time, the show will be even better then, everyone prepare in advance!"

···
Chengtian Holdings, the trading room, and Luo Cheng did not expect the stock market to soar today, and the investors in the market were so enthusiastic, and Chengtian Mixed Pioneer bought 100 billion today.

Luo Cheng: "The stock market may fall again tomorrow, just buy 100 billion a day!"

"Dry all the nearly 3000 billion funds in one month!"

"Yes, BOSS!" Everyone was excited!
(End of this chapter)