Rebirth: The Financial Giant

Opening in the afternoon, the two cities stepped back for more than ten minutes, and Securities Technology took off, leading the market to continue its upside.

The securities sector rose by more than 4%, and Zhongyin Securities, a new stock of the securities firm, hit a new high during the intraday trading limit, and then the UHV concept sector also began to exert its strength.

After the market hit a new low of 2646 points during the year, it once again stepped out of the bottom and rebounded.

At 13:37, the major market software pushes news:

[Tiansheng Holdings turned red in the afternoon and regained the 10 trillion market value mark again. It fell by more than -6% in early trading, and the turnover exceeded 76 billion yuan. 】

At 14:20, the major market software pushed the news again:

[The daily turnover of Tiansheng Holdings once again exceeded the 100 billion mark. 】

After a lapse of six trading days, the turnover of Tiansheng Holdings once again exceeded 100 billion yuan, and at this moment, the stock price once again stood at the 130,000 yuan mark, an increase of more than +2%, and an intraday swing of 8.63%.

The broader market also rebounded at this time to 2718 points, the decline narrowed to -0.37%.

The rally in the afternoon was called the care from the first brother by the majority of investors.

Tiansheng Capital released an unexpected dividend announcement during the session, and from the perspective of content, the dividend decision was passed as early as March 13, but it was disclosed when the broader market hit a new low today.

The heart of caring is beyond words!

And the market also bought it. Big A resisted the pressure of the external US stock market circuit breaker and the plunge in the international crude oil market.

The dividends of Tiansheng Capital are really incomparable to ordinary companies, and the scale of dividends is too exaggerated.

The scale of the dividend this time is equal to a first-hand dividend of 1.4875 million yuan (including tax). These funds are in the hands of major shareholders, and they are all liquid. They can be spent to stimulate consumption. The performance of related companies is good, and they are directly invested in the stock market. Better yet, it's impossible to lie down anyway.

...

As of the close, the three major A-share indexes were mixed. The Shanghai Composite Index closed down -0.98% at 2702.13 points, the Shenzhen Component Index closed down -0.10% at 10019.86 points, and the ChiNext Index closed up +0.42% at 1894.94 points.

Tiansheng Holdings closed up +1.62% at 129,507.80 yuan per share, with a heavy daily turnover of 115.2 billion yuan and a total market value of 10.36 trillion yuan after the market.

At around 16:00 in the afternoon, Han Qiulin sent a few documents to the office, and Lu Ming was browsing and reading the documents.

[The latest data from North American financial technology and analysis company S3-Partners shows that the global capital market has evaporated at least US$15 trillion in market value in the past month, and the book profits of short institutions worldwide in the past month have exceeded US$3,943.67 billion. (approximately RMB 27.95 trillion), active short selling covers more than 80% of the industry]

Lu Ming flipped through the materials and continued to browse. According to the existing data, S3-Partners claimed that the current short-selling behavior in the market is still very active, which means that the market sentiment is still negative.

In the past month or so, the world's major capital markets have continued to plummet, especially the U.S. stock market's stock market crash-style continued to plummet and meltdown, allowing investors who shorted the North American capital market to earn a fortune.

At present, there is still a net increase in the amount of short positions in U.S. stocks, with the net increase reaching $40.98 billion. Judging from the intuitive data, the bearish sentiment in the market has not improved.

Lu Ming tapped on the keyboard a few times, then looked at the computer screen, and a video of an interview was shown shortly after. It came out just yesterday. Capital founder and CEO Jeffrey Gundlach.

The profit from shorting is too huge, and I can't stop harvesting it. Jeffrey, who was interviewed online in the video, said that he had already closed his position. This is the first time in many years that he has not made any investment in the U.S. stock market. of shorting.

Haha... Lu Ming glanced at him and couldn't help but smile, then continued to browse the materials handed by Han Qiulin.

The data shows that companies with the largest increase in short selling volume in the U.S. stock market include Apple, Microsoft, Tesla, Boeing, McKesson-Corp, Visa-Inc, Morgan Stanley, Disney and Comcast.

It is worth mentioning that during the recent period, the sum of the daily trading volume of the top 20 listed companies in the U.S. stock market alone is much higher than the total trading volume of the two cities in the entire A-share market.

This is also normal. After all, there are only domestic investors and a small amount of foreign capital in the A-share market. The amount of capital going north is so large every day, and the US stock market is a world-class market that global investors are participating in on a large scale.

Lu Ming turned off the interview video of Jeffrey Gundlach, and then found the content of the latest news report on the computer.

The basic founding partner of a hedge fund in Singapore also revealed to the media today that from the end of December 2019 to the beginning of 2020, they saw suspected cases in both Singapore and Hong Kong, claiming that they predicted that the situation might It is the first black swan in the new year of 2O2O.

At that time, U.S. stocks were still making new highs, and investors in North America were still in a carnival atmosphere.

The founding partner of this hedge fund admitted that they had increased short bets on North American airlines and hotels at the end of January, shorting assets related to travel and travel, and also including auto stocks without high growth. And short the S\u0026P 500.

The hedge fund was betting that the situation of Y would worsen at the time, and the founding partner admitted in an interview with the media that there had been short-sellers making large-scale bets since January, and the market was not the only one who thought that the situation of Y would worsen. deterioration.

Reading this article, Lu Ming couldn't help but smile knowingly. During this period of time, apart from not touching the big A stock index futures and not shorting the A-share market, as long as there is a place for shorting in the world's major markets, there are basically Tiansheng Capital. shadow.

Whether it is the commodity futures market, the international foreign exchange market, the major stock markets and so on.

It seems that everyone's thoughts are similar... Lu Ming muttered to himself, seeing this public article shows that other short sellers have also begun to withdraw. .

The founding partner claimed in an interview that, in their opinion at the time, if the Yingying broke out on a large scale, the global supply chain would be greatly impacted.

Now, the founding partner of the hedge fund said that their short-selling strategy has finally paid off. As the global market continued to decline, the fund's investment return soared to +77% in the first two months of this year, while the Asian Average hedge fund yields slipped -0.6 percentage points.

When Lu Ming continued to browse the article, he found that this person actually mentioned Tiansheng Capital.

When the founder of the hedge fund mentioned the return on investment, he emphasized that in the comparison of returns among many Asian hedge funds, they excluded the relevant hedge funds under Tiansheng Capital, on the grounds that Tiansheng Capital has not yet announced its Overseas investment income.

In addition, Tiansheng Capital closed the Tiansheng Composite Index during this period, so the outside world does not know how the world's top investment institution has performed in this black swan event that hit the world, whether it is good or bad, and it is currently unknown. Know.

The Tiansheng Composite Index used to be the most intuitive data indicator for Tiansheng Capital to show the company's overall net worth growth to the outside world. People can most intuitively see the rise and fall of the Tiansheng Composite Index. As for the overall asset price volatility at the time node, a rise in the Tiansheng Composite Index means that the total price of all assets under the company is increasing in value, and a fall means a drawdown.

When Lu Ming saw the follow-up content of the article, he couldn't help but smile silently again.

The founding partner of the hedge fund made a wave of predictions about Tiansheng Capital. He expressed to the media that Tiansheng Capital may be in a bad situation in the first quarter of this year, and it is very likely that it will suffer from this black swan event. critical hit.

The reason is that Tiansheng Capital, a huge asset management giant, can hardly avoid the losses caused by the global market slump. At this time, the disadvantage of being big is reflected. The ship is too big to make a U-turn. The sudden bad and slump in the market cannot be effectively avoided at all, and can only be passively endured and fall together with the market.

...

①It is very strange that some readers mentioned that the protagonist harvested three trillion dollars in crazy YY. Of course, the online article is YY. But it is too full of words to say that it is absolutely not true. Before the outbreak of the Russia-Ukraine dispute, if the Internet article wrote that the old United States and Switzerland froze the operation of confiscation of private property, some people would definitely be sprayed to death. The sacrosanct of private property is the root of capitalism and cannot be I am capable of rooting things, but I have done it, so I can't say enough about this magical world anymore.

② Regarding the protagonist's aggressive harvest and the liquidity of US stocks, it is impossible to enter and exit so quickly. The trading volume of US stocks is at least an order of magnitude larger than that of A shares. Domestic and foreign LPs are still on the market, and the protagonist harvests three trillion yuan, not all from the US stock market. It is mentioned many times in the article to prevent readers from thinking that they are all cut from US stocks.

③Why haven't you found out about the protagonist's large amount of funds? Answer: I haven't tried it, I don't know, it's hard to tell. But in theory, it should be possible. There is an impossible triangle in finance, that is, financial policy, free flow of capital, and independence of monetary policy cannot have both. The details are complicated, such as vests, shadow shareholders, infinite nesting, etc., the SEC can investigate, but their behind-the-scenes consortiums also have dirty stories that they dare not go into depth. For example, if you are an investigation commission sent by the emperor, you find out Half of the discovery involved the emperor, how dare you investigate? 99.99% of the cases have ended here, this is a big deal, stop!