Rebirth: The Financial Giant - Chapter 1015

Big money outside the market are all fighting for the stock king, because of the repurchase news disclosed by Tiansheng Capital in early trading.

It’s impossible to repurchase only once, right?

It is true that Tiansheng Capital did not disclose more details of the repurchase, but the market speculated that this may be the first wave of repurchase, so they all bet that Tiansheng Capital will have more repurchases in the future.

After all, this company is already well-known for its lavishness, and in the entire A-share market and even the global capital market, it has no other branches.

Just look at the dividend scale of the stock kings over the years. One year is better than one year, and now it has reached the scale of dividends of trillions at every turn.

Tiansheng Holdings implemented the repurchase plan for the first time, only 130 billion yuan did not meet the temperament of “stock king”.

Today’s general rise in the market is actually related to Tiansheng Capital’s repurchase.

Although the gate on Yangma’s side is very tight, when seedlings in many countries around the world are loosening on a large scale, domestic Yangma does the opposite.

However, the large-scale repurchase by the stock king is actually indirectly releasing liquidity for the market.

Those funds that sold Tiansheng Holdings have been cashed out. They must have a new place, right?

Whether it is the stock market or the entity, there is always a place to go, which is a positive expectation for the market.

With positive expectations, the market’s confidence will come, so the market has entered a stage of general upswing. Now Lu Ming can’t hold back even if he wants to suppress the ChiNext.

As long as Tiansheng Holdings is not suppressed, the trend of the market will not change.

At about 11:00, the major market software pushed the news:

[The securities sector rose again, Tiansheng Holdings rose by more than +7%, the stock price hit a record high of 245,000 yuan, and the on-the-spot turnover exceeded 130 billion]

At this time, the market value of the stock king has reached a scale of 19.4 trillion according to the latest market price. This trend is to follow the rhythm of three consecutive boards.

With the stock king rushing along the way, the bullish sentiment in the market also rose unprecedentedly.

However, when Tiansheng Holdings rose by more than +7%, a large number of selling orders began to be thrown out, and Guo Jia’s team began to distribute chips for the first time!

Moreover, it was a large-scale sell-off. A single transaction of several billions of dollars went out, which is equivalent to the transaction size of other large-cap stocks in one day, which is really scary.

This also frightened the long funds that entered the market. At the same time, Tiansheng Holdings’ repurchases were reduced. Let other funds in the market take over first, and they can’t run out of bullets as soon as they come up.

In case today’s 170 billion bullets are fired early, there will be no money to support the market if there is a large-scale sell-off later, except for additional liquidity to come in, but this is obviously separated from the repurchase that was formulated at the beginning. plan.

At this moment, during the 20 minutes or so before the close of the morning market at 11:30, Tiansheng Capital stopped accepting the repurchase funds.

As soon as the biggest bulls and the main force rested, and Guo Jia’s team continued to distribute chips, the stock king’s time-sharing line also reacted truthfully.

With the passage of time, near 11:30 in the morning market break, Tiansheng Holdings’ intraday gain narrowed to +4.37%. +0.75%, the index point has the meaning of falling below 3100 points.

Then in the last eight minutes of the morning market break, the stock king’s time-sharing line again oscillated upwards until the morning market closed at 11:30, and the increase rebounded to +5%.

…

As soon as the morning session ended, during the noon break, the atmosphere of the entire market was still hot, and various lunch reviews and discussions emerged one after another.

Now the discussion in the exchange groups of major stocks has increased significantly, and the market is full of various voices and arguments of the bull market.

In fact, since the second half of July, the strong performance of the A-share market in the past two trading days is not an independent market, but a continuation of the ferocious market performance of the ChiNext since the end of June.

Last month, when the main board was slowly accumulating its strength, the ChiNext reached a new high for the year early. Since June, the ChiNext Index has risen by almost 18 points.

From a macro point of view, it is because of the further resumption of work and production since May, production activities have gradually resumed, and work has basically fully resumed so far.

The coal consumption of the six major power plants is a favorable data indicator, and the six major power plants have recovered to above the historical average since May.

According to the official disclosure, the rate of resumption of work of enterprises above designated size is 99%, the rate of resumption of personnel is 95%, and the rate of resumption of work of small and medium-sized enterprises is 91%. Continue to cover.

Judging from the market trend, it can be seen that the market style is switching, but the difference between the market on the style switching is that the market has switched from the ChiNext market to the current board with a lower valuation, such as non-bank finance, real estate, etc. .

The biggest disagreement now is whether this wave of market prices is directly stimulating the entire market by the GEM market, or whether the market is entering a full-scale market stage. This still cannot confirm the arrival of a full-scale market, but a style switch is indeed taking place.

Unlike the market conditions in the second quarter, which mainly revolved around the pharmaceutical and technology sectors, from the first two trading days of the third quarter to today, the market conditions mainly follow the two main lines of compensating for the low-valued stagflation sector and pre-increase in the mid-term report.

On the one hand, the pharmaceutical and technology sectors have already risen in the second quarter, and there is a need for funds to cash in on earnings; on the other hand, the current real estate, finance and other sectors are currently in a historical position, with high cost performance. It is favored by funds to make up for the demand.

Another important factor is that Tiansheng Capital, which was on the cusp of the second quarter and was mostly dominated by negative news, meant to usher in a reversal of its difficulties. Some time ago, there was a major positive news of 1.31 trillion US dollars of foreign investment LP entrusted management, and then The positives continued, and most of them exceeded expectations.

Although the stock price keeps hitting new highs, it has doubled from the stage low of 104,611.82 yuan in March, and it seems to have risen too crazy, but from the perspective of the price-earnings ratio, it is still lower than the current average price-earnings ratio of the financial sector as a whole.

In addition, Tiansheng Capital is currently repurchasing shares, and the repurchase has also been cancelled, giving the market great expectations.

For the stock king, the top priority of the entire market now is the first quarterly report, which was postponed until July 6th.

…

At 13:00, the A-share market opened as scheduled in the afternoon.

Five minutes after the opening, the major market software pushed the first market news in the afternoon:

[Tianchi Technology rose by more than +5%, the stock price exceeded the 600 yuan mark and hit a record high, and the current turnover was 27.2 billion yuan. 】

At the opening in the afternoon, the new energy sector pulled up a wave. Tianchi Technology, known as Tiansheng Capital’s “pro son”, became stronger again. The intraday share price rose to a price of 612.90 yuan. The market value has reached 1.65 trillion yuan. There is no doubt that The first stock on the Science and Technology Innovation Board, at the sub-level of the town.

From the perspective of return on investment, Tiansheng Holdings is already quite exaggerated, but Tianchi Technology still kills Tiansheng Holdings in seconds.

Tianchi Technology was listed on the Science and Technology Innovation Board on July 22 last year, and it is only ten days away from the one-year anniversary. The listing price is 13.70 yuan per share. As of today, the cumulative increase is +4373.72%, which has risen by more than 43 times, which is a record in the A-share market.

Another record is that the stock price of Tianchi Technology once reached 6.19 yuan per share in the initial stage of listing, and the total market value reached 16.7 billion yuan. If it was bought and held from the price of 6.19 yuan for a year, the cumulative increase has reached terrifying. 9801.45%, a 98-fold increase. Buying about 100,000 yuan and getting it is now almost 10 million yuan, and basic wealth is free.

…

7017k