My Fintech Empire

These are all explaining the importance of Zhongguo Ping An, but this is not the most critical factor. The real key is that Zhong Guo Ping An is actually a foreign-owned holding company. Many investors have always thought that this company is controlled by Guo Jiadi. company of.

The current ownership structure shows that Huifeng Bank holds a total of 48.8% of Zhongguo Ping An’s equity through A shares and H shares, while the state holds only 7.4%. Counting the shares held by domestic institutions such as Qunxing Capital, it is only 30%. about.

It is precisely because of this that Zhongguo Ping An can be called the nest and headquarters of the short-seller army. This financial coach is actually held in the hands of the short-sellers, so he must not use his strength to cause trouble...

Comparing the total market value of the 22 listed companies in the galaxy, it accounts for 15% of the total market value of A-shares. Although it is now in the irrational decline stage, why don't foreign investors come forward to make up for it and go to death?

The reason is also very simple. Foreign capital has no control, and they don’t even have a few chips in their hands. Even if they want to cause trouble, they can’t do anything.

If the stocks of the listed companies in Qunxing had a shareholding structure like that of Zhongguo Ping An, they would have been beaten to the 18th level of hell long ago, and they would not stop until their market value fell to -90%.

But having said that, if we really want to talk about the matter, the effect of large-scale selling of 22 listed companies in the galaxy is not as great as imagined. Even if it kills the stock price, it basically only affects the companies themselves, and does not affect them. Risks from the capital market will be transmitted to the real industry. To put it bluntly, the collapse of these stocks will not cause a systemic crisis.

If the stock price plummets, just plummet. The ones who are screaming in pain are at least the shareholders who bought the stock. The company is still operating, those selling mobile phones are still selling, those doing AI are still running models, those making movies will continue to make movies, and those engaged in rocket recycling will continue. Do it.

These companies don't have financing needs now. Even if they do, even if the capital market can't raise funds, isn't there still a celebrity dad?

If it doesn't work, just leave it to your father.

Therefore, no matter how hard these 22 Qunxing stocks fall, the impact is completely controllable, not to mention that the control is still firmly in the hands of Qunxing Capital. At most, the asset prices will be temporarily suppressed and seriously underestimated. Although it was knocked down, the asset entity itself did not disappear, and the company's book cash did not disappear out of thin air. As long as the stock is not sold, it will not be lost.

But a financial boss like Zhong Guoping is different. It will have a chain reaction on the entire financial system. If the air force blasts it successfully, it is very likely to cause a systemic crisis in the financial system.

But at this moment, Fang Hong tapped the keyboard next to him again, and the main screen of the trading hall switched back to the Shanghai Stock Exchange main board market.

Fang Hong said methodically: "Yesterday, my opponents suffered a defeat and did not meet their expectations. Today there will definitely be a more violent counterattack. It is very likely that the target of Zhongguo Ping An will be moved. Even if the short position does not move, I will make the first move." If we blow them up, this target will definitely stage a shocking showdown today. My request is very clear. Don’t worry about the cost of capital here. I only want one result, and I will continue to blow up the short sellers.”

"Understood!"

At this time, another trader suddenly said: "By the way, are we leaving the brokerage sector alone today?"

Fang Hong immediately said: "We can't control that much anymore. We have to give up strategically here and raise our hands selectively. We can lift it up, but forget it if we can't. Now the news is exaggerating that the securities companies are forced to cut off their flesh and take out 120 billion yuan." The rescue of the market will generate an expectation that the future performance of the securities companies will be very bad, and will further generate another expectation. The market will wonder, will the securities companies be further required to provide more funds to support the market?"

"Such expectations can easily lead to a flash crash in sentiment, and short sellers will definitely take the opportunity to increase their intensity, thus triggering panic selling among investors. It's not that it can't be held up, but the price is too high. If it were to be held up today, it would only be one brokerage. The sector will have to eat up hundreds of billions of my liquidity. Let’s give it to the short sellers. The opponent only won a small local tactical victory. What I want is a big strategic victory, and the key today is Zhongguo Ping An .”

Everyone nodded one after another. Today's general idea has been sorted out by Big Boss, and now it's time to see the specific execution in the market.

…

As time passed by, the call auction ended at 9:25. Yesterday, the bulls took the lead in bidding and blew up the two markets. Today, the bears directly launched their big move.

The Shanghai Composite Index opened at 3654.78 points and opened lower by -3.21%. The call auction of the two cities first opened with a limit of 1,000 shares, which shows the strength of the short sellers' counterattack.

The stocks that have fallen to their limit in a large area are all from small and medium-sized companies. The biggest panic is the sudden suspension of a large number of listed companies last night. Now thousands of listed companies have collectively suspended trading. This is an unprecedented wave of suspensions.

The investors who did this were all afraid that the tickets they held would also be suspended, so they voted with their feet and ran away before the news was announced. As a result, a collective stampede occurred when the market opened.

I have to say, are some people helping or are they not helping?

The market opened at 9:30, and the index pulsed down to -4%. Fang Hong looked at the bank sector, which opened slightly lower, and then looked at the time-sharing market on each screen. He immediately issued an order: "Short the bank sector directly, just do it." pull!"

The people below immediately carried out his instructions. The traders all knew the intention of Big Boss's move. Through this violent and violent method, he sent a very clear signal to the market: I am covering this place. Come play with me. There is meat to eat!

The banking sector quickly rose by 3 percentage points.

As time went by, Fang Hong issued a new instruction: "The Petrochemical duo and Zhongguo CRRC will relay assists."

The main force of Qunxing Capital seems to have become the number one main force in the A-share bull army at the moment. This is inevitable because the funds that can be mobilized are the largest and most abundant. Also, if something really goes wrong, there are still some people in the friendly team who are acting like fools. , the slogans were shouted loudly, but in fact not much real money was found.

Fang Hong didn't bother to argue with these people. If you want to be a bastard, just be a bastard. Pulling a tiger's skin, shouting slogans loudly and shouting slogans is somewhat useful. Although it is not very useful, as long as you are not carrying the red flag to fight against the red flag. Just stab him in the back, but even the mole wouldn't dare to do it at this time unless he thought he wouldn't be discovered.

At this moment, with the banking sector taking the lead in the main attack, the petrochemical duo, and Zhongguo CRRC assisting from the left and right, the market index also quickly opened lower and moved higher quickly.

In the trading hall, Fang Hong ordered calmly: "Zhongguo Ping An, don't be anxious, wait and see the reaction of the short sellers, make a second confirmation before taking action, and continue to maintain the strong long position in the banking sector."

Investors from all walks of life in the two cities saw today's market trends, especially banking stocks and petrochemical stocks, which continued yesterday's strong performance. Everyone knows that Qunxing Capital's main rescue funds are in the banking sector and petrochemical stocks.

The current market signals couldn't be more obvious. There are drops everywhere outside, which is terrible. If you want to eat meat or avoid being killed in such a market, you can only follow K God for the safest and most reliable way.

Look at the place where God K is in charge. Looking at the two cities, there is only one place in which God K is in charge. The short-seller army must avoid its edge.

As a result, funds on and off the market continued to flow intermittently towards the petrochemical giants, banks and insurance companies.

As time goes by, the short sellers saw that their opponents were determined to protect the bank stocks and petrochemical companies today, and they also adjusted their strategies to boost CRRC, looking for breakthroughs in the "One Road One Belt" concept sector, and it was Plan to abandon the brokerage sector.

It is worth mentioning that the concept stocks of Qunxingxing have also fallen miserably now. More than half of the stocks have also dropped to the limit, and the stocks that have not dropped to the limit are all on the negative line. The bull market was full of glory, but now it seems that the grandmother does not care about the uncle. do not love.

The army of bears ignored it, and the main force of the bulls ignored it, as if they were being left to fend for themselves like small and medium-sized ventures.

Some investors who hold these stocks do not understand that although the Galaxy Group is large, it is not the focus of this long-short showdown at all, not to mention that there are still many stocks that have not been included in the 300 Index, such as Toutiao, Kyushu Blue Arrow, For example, Yixing Video, these loss-making stocks have not entered the 50 index and 300 index constituent stocks.

Now is not the time for the star cluster to be in the limelight. It is a time to rise first and then suppress it. The current decline is miserable, and then the rise is as dazzling as it rises. Zheng Jinsong, who holds trillions of liquidity, can hold back now and gear up. , just waiting for the authorization from the big BOSS.

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