Chapter 304 [Foreign Investors Want to Save Themselves? (79/105)】

Chapter 304 [Foreign investors want to save themselves? (79105)】

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 really happened too quickly and suddenly. Everyone called the stock market crash in the first three days of the slump. As a result, today's big A walked out of a big gap that opened high. Yang line.

During the session, it also opened higher and moved higher. The Shanghai Composite Index rose by +2.35% and closed at 3351.96 points after the market. A bald-headed yang with momentum like a rainbow reversed yesterday's negative line, and successfully recovered the 3300-point integer mark, standing directly on the above the 3350 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 Dayang K 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 12.956 billion yuan throughout the day, setting a new record 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 investment, by 2016, foreign capital had a very strong dominance in the pricing power of the transportation, food and beverage industries, and now it has penetrated into the upstream mining chemical industry; the midstream steel building materials, the downstream Foreign capital has obtained pricing power in 8 industries, accounting for more than 36%. At the same time, in these industries, Tiansheng Capital has also continued to compete with foreign capital for pricing power, but it has not achieved much. big 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 holdings in the domestic capital market with a market value of nearly 2 trillion, but it is still too small compared with the scale of the entire public and private institutions. 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 Big A, 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, spoke at this time, "We must be prepared for a protracted battle for the pricing power. In today's rise, everyone should pay attention to the A50 index soaring +3.96%, and the Shanghai Stock Exchange 50 soaring +4.13%. It should be noted that in the past ten trading days, the virtual currency has fallen by almost half, 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 the overseas A50, igniting A50 futures, and 50 votes can be shaken. That is the strategy that Lao Li just said, focus all the bullets on big finance to drive the emotions, and then short the A50 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 the ability of foreign capital to lead the rhythm of the big A is indeed strong. Today, all the funds are concentrated to storm bank stocks. Six bank stocks including Ningbo Bank and Zhongxin Bank have their daily limit, and the agricultural bank with a market value of one trillion has risen by more than 100%. 5 more points.

The securities sector also rose by +4.12% today, and 7 securities companies including Cailian Securities reversed the daily limit.

Today's big rally can be called a retaliatory rise after a 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 because of 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 switching CDs. I was caught in this empty window period, with 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 and his eyes lit up, and then he 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 when it resumes trading. It must be forced to liquidate, plus the funds lent from securities lending, the real volume of 77.5 billion selling pressure has bottomed out.

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 rumors. The paid transfer shares undertaken by the LP institutions of Tiansheng Capital have been sold off. Drop, they all run 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 follow foreign capital, and it is wishful thinking to pull the whole big A with their more than 10 billion yuan.

Lu Ming added: "Looking at the situation on the second card, if there is no further skyrocketing, it will not be released, and if the increase is too strong, it will be issued. The initiative is up to me and I am adaptable."

Li Mingyang looked at the boss and said, "Mr. Lu, I, Tiansheng Capital, and you will probably 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 the BOSS's words, they couldn't help but let out low-pitched laughter, or the BOSS has the energy and the pattern!

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