Rebirth: The Financial Giant

Thursday, February 1, 15:30 pm.

At this moment, Lu Ming is in a conference room at the company's headquarters. The participants included Li Mingyang and other five fund managers and analysts from the investment research department. The reason for this meeting is that the market has risen sharply today.

Today's market trend has hit all bears in the face. It's really too fast and too sudden. Everyone called the stock market crash in the first three days. As a result, a big Yang line that gapped high today came out. .

During the session, it also opened higher and moved higher. The Shanghai Composite Index rose 235 points and closed at 335,196 points after the market. A bald-headed yang with momentum like a rainbow reversed yesterday's negative line, and successfully recovered the 3,300-point integer mark, standing directly at 3,350 points. point above the water level.

Lu Ming looked around the crowd and said, "Today, this Yang Xian was brought out by foreign investors. What do they want to do?"

That's right, the big sun that came out today was drawn by foreign capital. After the market opened in the morning, foreign capital continued to flow in on a large scale, with net purchases reaching 1,295.6 billion yuan throughout the day, setting a record high for single-day net purchases.

The participants present also began to speak one after another.

"Foreign investment has only bought about 68 billion net from December last year to today. This amount of capital is at a high level. Now it is stuck in the market. It is estimated that it has also been smashed by these few days. In addition to the outflow of 800 million, it was followed by a net inflow of several hundred million plus today's huge net purchase of nearly 13 billion. Today, they should be trying to guide the market sentiment, which is a self-help behavior. They did not expect to be smashed so hard. , it's too late to run."

"The market going out today is not a good thing. It is one aspect that foreign investors want to save themselves, but the bald-headed yang line that came out today has proved that the pricing power of the domestic capital market is still dominated by foreign capital."

"I have a piece of information here. Since the opening of foreign capital, by 2016, foreign capital has had a very strong dominance in the pricing power of transportation, food and beverage industries, and now it has penetrated into the upstream mining chemical industry, the middle reaches of steel building materials, the downstream Foreign capital has obtained pricing power in 8 industries, such as automobiles and household appliances, accounting for more than 36% of the total. At the same time, in these industries, Tiansheng Capital has also continued to compete with foreign investors for pricing power, but it has not achieved much. Advantage."

Everyone in the meeting could not help but sigh a few times. Since the beginning of 2016, Tiansheng Capital has actually begun to compete and compete with foreign investors for market pricing power, but it has not achieved obvious advantages.

The reason is very simple. Don’t look at Tiansheng Capital’s position scale in the domestic capital market with a market value of nearly 2 trillion, but it is still too small compared to the scale of the entire public and private equity institutions with a market value of tens of trillions. not enough.

The scale of foreign shareholding is definitely not comparable to that of domestic public offerings, but in terms of pricing influence, it is far more than public offerings, and even has an absolute advantage in large, which means that Tiansheng Capital has experienced some slight changes in recent years.

Li Mingyang said in a deep voice: "This is the ability of Wall Street. Today's big Yang line is the embodiment of foreign capital's huge pricing influence. Let's say that today, foreign capital concentrated all the bullets in one direction, and today is a concentrated capital attack. Bank brokerages, as long as there is a big financial riot, funds will definitely come in, and they are basically wedding dresses.”

In comparison, most of the domestic funds are a little worse than those fund managers and foreign traders.

Lu Ming basically didn't say much, he just listened to everyone's discussion.

At this time, an analyst at the meeting said: "Foreign investment is not for charity, but for harvesting, and it is to periodically harvest the wealth of other countries in line with the torrent of interest rate cuts by the Federal Reserve. This is in Southeast Asia and Latin America. It's a living example."

Lu Ming, who had not spoken much, said at this time, "We must be prepared for a protracted battle for pricing power. In today's rise, everyone should pay attention to the 50 index soaring by 396, here the Shanghai Stock Exchange 50 soared by 413, and also pay attention to the recent increase. The virtual currency plummeted almost in half in ten trading days, and the two are closely related.”

Li Mingyang and others are very curious, is it related to Bitcoin?

Lu Ming added: "After the global capital continues to flow out of the Bitcoin market, foreign capital can directly operate 50 overseas, igniting 50 futures, and only 50 votes can be shaken. It's the strategy that Lao Li just said, focus all the bullets on big finance to drive emotions, and then short 50 at a high level to cooperate, dump the stocks that have risen and short them, and eat both ends."

What I have to say is that foreign capital has a really strong ability to lead the rhythm. Today, all the funds are concentrated to attack bank stocks. Six bank stocks including Ningbo Bank and Zhongxin Bank have daily limit, and the agricultural bank with a market value of one trillion has risen by more than 5%. more than one.

The securities sector also rose 412 today, and 7 securities companies including Cailian Securities reversed the daily limit.

Today's big rally can be called a retaliatory rise after the flash crash. The take-off after the big financial crash quickly mobilized market funds, and some people even changed their bearish thinking because of this. The plunge may be to wash the market, and the market is not over yet.

Sure enough, it only takes a strong Yang Xian to change one's beliefs.

The foreign capital did respond quickly, and they could seize the few opportunities in the market. Tiansheng Capital was unable to move during this period due to the announcement of the reduction of its holdings. The foreign capital took advantage of the time when Lu Ming, who had released his big move, was turning around and was stunned. It was because they were caught in this empty window period and had a net inflow of foreign capital of more than 10 billion yuan, and the whole market was led by their noses.

"Chairman, how should we deal with the market outlook?"

Hearing this, Lu Ming smiled lightly: "It's hard to catch the foreign capital, and certainly can't let them run away, but this is secondary, what I care more about is the pricing power, won't the foreign capital rise sharply when it enters the market? We smash it, we smash it through, and only by breaking the situation where there is a big market every time foreign capital enters the market, domestic investors will not be superstitious and blindly follow, and will not be led by the nose of foreign capital."

After a pause, Lu Ming added: "Similarly, as long as Tiansheng Capital enters the market and there is a big market situation, domestic investors will follow me in the future, and they don't even care about foreign capital, and even start to follow me blindly, and so on. In the long run, it will be a matter of time to regain the pricing power of the market.”

Li Mingyang couldn't help but spread his hands and said, "Mr. Lu, but we don't have any blue-chip heavyweight stocks to smash, and we don't have any cards to play!"

Tiansheng Capital only announced its holding reduction plan last Friday. According to the holding reduction regulations, the holding reduction plan should be disclosed in advance 15 trading days before the first sale, that is, retail investors and small shareholders are given 15 days to decide whether to run or not.

Only 4 trading days have passed, and Tiansheng Capital will not be able to perform operations until February 23.

Lu Ming smiled and said, "Who said there are no cards to play? Now we have two cards in our hands."

Hearing this, Li Mingyang thought for a moment before his eyes lit up, and immediately said, "Mr. Lu's intention to let the company resume trading?"

Lu Ming nodded and said, "Yes, this is one of the cards. The company is still locked in the small dark room, and it can be released at any time."

The content of the suspension announcement did not clearly stipulate the time for resumption of trading, which gave a lot of flexibility. When will the verification be completed? You can do it today, or in ten days.

Everyone in the meeting couldn't help but nodded again and again. This is a good card. Now, the company has a thunder in its hand. This is a huge thunder that will explode after the resumption of trading. 100 million, as long as the market opens, it must be liquidated. In addition to the funds lent from securities lending, the real volume of 77.5 billion sells to the bottom.

Under the influence of emotions, the formation of a selling pressure of the order of hundreds of billions is a very high probability event. Tiansheng Holdings' stock price can never withstand such a large selling pressure, and it is impossible to escape the limit.

"Chairman, the company applies for resumption of trading tomorrow?"

After hearing this, Lu Ming shook his head and said, "No, this card will be played until next Monday. The second card will be played first, and a source will let out the wind. The paid transfer shares undertaken by Tiansheng Capital's institutions have all been sold off. , they all ran away!"

Li Mingyang and the others lit up.

Wonderful!

The magical source is also a good card. When two cards were played, Tiansheng Capital did not use chips to smash the market, but the two cards were thrown out and the investor's mood collapsed. They killed more and smashed the market. , thereby breaking the foreign investment strategy.

Only domestic investors and institutions do not cooperate with foreign capital, and it is delusional to want to pull the whole thing with their more than 10 billion yuan.

Lu Ming added: "On the second card, it can be seen that if there is no further surge, it will not be released, and if the increase is too strong, it will be issued. I have the initiative to adapt accordingly."

Li Mingyang looked at him and said, "Mr. Lu, I am afraid that Tiansheng Capital and you will be scolded by countless shareholders."

Hearing this, Lu Ming smiled, and said calmly, "Hehe, as long as the investors lose a lot of money, let alone a brother, I can still scold the king, I can still be bigger than the king? Don't you? Don't take others seriously, and don't take yourself too seriously, just get scolded, and don't bring a knife to slash me, be content."

When everyone in the meeting heard this, they couldn't help but let out low voices of laughter.