Chapter 550 [Tian Sheng’s Bullish Analysis Report]
Not long after the market closed, Lu Ming roughly scanned today's market, and the market was basically in line with expectations. Last Friday's major financial take-off, Tiansheng Value Growth Hybrid Fund released its annual report, and the news of the central bank's lowering of reserve requirements warmed up the market.
Brokerages are responsible for starting the ignition. Now that the market is active again, the warm-up task of the brokerage sector has basically been completed. It will not easily continue to increase the volume. The next thing to do is to protect the index and let individual stocks perform in turn. What is happening now is the structural index market.
You will still lose money if you are not in the right industry sector.
Looking down one level, the main funds in the market will continue to rotate throughout the next January, rotating rapidly while pulling up, and at the same time unwinding some of the locked-up funds.
In almost exactly a month, the main funds will be able to further complete the fund-raising action and unwind those who are stuck. At that time, the market will suddenly accelerate in a way that most people are caught off guard.
The reaction on the market is that the index fluctuates all the way up, falling for one day and rising for two days, falling for two days and rising for one day, and so on. However, the overall index is rising slowly. The lows do not reach new lows, and the highs continue to reach new highs.
In short, the overall oscillation pattern of Big A's theme in the first month of the new year is to pull up and wash the market at the same time, liberating the last and last batch of stocks and washing them out at the same time.
The vast majority of retail investors will choose to sell when they are close to returning their capital, because they have a strong desire to return their capital at this time, for fear of falling back again.
The result can be imagined. After being washed out, the main funds accelerated directly and rose every day, as if they were saying to those retail investors who had just gotten out of their trap: Are you coming or not?
There will always be a group of retail investors who will eventually give it a try with the mentality of taking one bite and leaving, and then die after trying it. They will make new lows to cut the meat, and high points to make highs before holding on.
Lu Ming also treated this indifferently. He had no control over this kind of thing, and he couldn't control it. If everyone made money, who would be responsible for losing money?
However, Lu Ming still made a call to the company's investment research and analysis department and asked one of its analysts to release a market analysis report today in the name of Tiansheng Capital.
This report also attracted huge attention from the market when it came out. Although the name of the analyst is not familiar, this is a market analysis report affiliated with Tiansheng Capital, and Tiansheng Capital has always treated the majority of small and medium-sized investors with the most precious words. It feels like the frequency of publicly released research reports so far is very low, but the gold content is very high.
The latest one is a bearish analysis report on U.S. stocks. The U.S. stock market has collapsed like this, and it has no gold content.
Excerpts from the market analysis report released in the evening are as follows:
[...A looser policy is conducive to a weaker sentiment towards the market. Since the inertial momentum of the economic downturn in the first half of the year will not end, the capital market faces a hedging combination of declining profits and loose policies.
When the Shanghai Composite Index broke through 2,450 points for the first time on October 19, 2018, Z Policy came out to protect it in time and launched a series of policies such as alleviating equity pledges; not long ago, on January 4, when the Shanghai Composite Index once again When it broke through 2450 points, the Z policy of comprehensive RRR reduction came as expected. This shows that the Shanghai Composite Index's position of 2,450 points is already an obvious "Z policy bottom."
After experiencing the "double bottom" of this policy, the resilience of the A-share market will be enhanced, and it is expected to use the policy to usher in a Spring Festival market. The Shanghai Composite Index can be expected to be as high as above 3,200 points. The relaxation of the currency policy It will directly benefit the large financial sector. The leading effect of brokerage stocks still exists, and bank stocks are also expected to usher in a valuation restoration...]
The market analysis report released by Tiansheng Capital tonight has a lot of content, but it can be summarized in two words - bullish!
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Tiansheng Capital released an analysis report, and many investors were discussing this matter that night.
"Seeing the market above 3,200 points? Is Brother Yi a little too optimistic?"
"That's not a research report issued by Brother Yi. It's an analyst from Tiansheng. Make no mistake."
"I don't think there is any difference. Tiansheng has never liked to talk openly. Can you go back and look up how many market analysis reports Tiansheng has issued over the years? I think today's report cannot be published without Brother Yi's nod. of."
"Nothing wrong."
"Seeing it above 3,200 points? Doesn't this mean that the market is expected to rise by about 30%?"
"Institutions are all stupid. Tiansheng Enchantress has already bought the big financial stocks of securities companies in advance. It is estimated that Tiansheng Capital has completed its layout. Of course, it will start to jump out and sing long at this time, hoping that the market will carry the sedan chair for him. Before entering, Why didn't you say anything?"
"That guy upstairs, you might as well ask Brother No. 1 to pay you directly. It's so funny."
"One thing to say, Brother Yi really has nothing to blame. At least you can't find anyone more conscientious than Brother Yi in the country or even in the world. He is worthy of every shareholder of Tiansheng and worthy of every Tiansheng owner. Sheng's LP is also worthy of every Christian under its banner."
"Not to mention anything else, the stock king has been listed on the market for more than three years. In the past three years, he has paid dividends three times. The first dividend was 16 billion, the second was 250 billion, and this time it soared to 300 billion, giving the market a total of an astronomical dividend of 566 billion. , and Tiansheng has only raised 45 billion from the market, can you find the boss of the second listed company in Big A to be so grand?"
"Do you still remember that at Tiansheng's annual shareholder meeting last year, Brother Yi was very optimistic about gold? Does anyone else remember this? I just checked the trend of international gold prices. Today it has exceeded the new high in January 2018. It has reached a new high since August last year. The month has begun to reverse and trend upward.”
"In the past two years, I have tripled my copycat work behind Brother Yi. I am currently in the brokerage sector. I don't know which stock to buy and I directly bought Tiansheng's securities ETF passive index fund. I am patiently holding it and waiting for it to rise!"
"I don't have any good impressions of capitalists, except for Brother Yi. I don't think he is a capitalist, but an entrepreneur who truly cares about the world. Most of the huge profits Tiansheng receives actually benefit the country, especially the leeks of the harvester. , its social security funds are all Guo Jia team funds."
"One more thing, I saw some people saying that the reason why Brother Yi is so generous with his dividend is for himself, because he holds 55% of Tiansheng's shares, 300 billion for him alone, 165 billion, and he is draining Tiansheng's capital to enrich him. My own pocket... Haha, I’m sorry, this time Tiansheng paid a dividend of 300 billion, and its net assets are still 3.1 trillion with zero debt. Are you surprised?"
"I would like to add that all the dividend funds received by Brother Yi were used for the people. The last dividend was 130 billion, and more than 110 billion were directly donated to the Science and People's Livelihood Fund for rural revitalization and funding of basic scientific research. Please find Is there a second super-rich man who is richer than Brother 1? I guess the more than 160 billion that Brother 1 distributed this time will definitely be donated to the Science and People's Livelihood Fund."
"I was shocked when I saw someone commenting on the Science and People's Livelihood Fund. My supervisor received the second 12 million yuan research grant from the Science and Livelihood Fund in October last year. This money is really directly linked to scientists. I The tutor moved to his current school last year, and the funds went into the school and he also had the right to use it as a tutor."
"A scientific research dog passed by. In the past year, I have personally felt that scientists are treated more politely than before, especially capable scholars. School leaders care about scientists more than before, and they are very polite in asking questions."
"Those who are not in place will change jobs, and the funding from the Science and People's Livelihood Fund will also fly away. Naturally, you should pay more attention to it, haha~~"
"Brother Yi's operation of linking funding to scientists is really cool and must be praised. Not only do scientists who are weak and unsophisticated now have research funding, but scientists are indeed being valued more than ever before."
"The broad masses of the people have a clear idea of which ones are truly exploited and suppressed by capitalists, and which ones are truly entrepreneurs who care about the world. Today's netizens are no longer easily deceived by public intellectuals a few years ago."
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