Rebirth: The Financial Giant

Monday, April 24.

Lu Ming came to the company this morning and went to the trading room. Starting from the first trading day of this week, Tiansheng Small and Medium Chuangchuang 300 started a position building period of about one month.

At this moment, Lu Ming stared at a screen panel in the trading room that displayed a special candlestick chart. It was the Tiansheng Shanghai 50 Index, the Tiansheng Shenzhen 100 Index, and the Tiansheng Small and Medium Cap 300 Index.

This is the index trend of the company's internal editing, which reflects the overall rise and fall of the constituent stocks of the three major investment portfolios. It has not been disclosed to the public yet, and it will be disclosed when the positions are completed.

It is not yet the opening time, and Lu Ming has already distributed the constituent stocks of Tiansheng Small and Medium Cap 300, and the traders on the trading floor have also obtained the corresponding stock trading codes and operating rules.

As the opening time came, traders in the audience began to place orders in a row.

Lu Ming stared at the internal data of the Tiansheng Small and Medium Cap 300 Index. The first batch of 300 constituent stocks selected began to be traded gradually and continued to be traded.

The first stock that was traded was "Fangda Carbon (600516. The total share capital of this ticket is close to 1.8 billion shares. The current stock price is more than 9 yuan, and it can't be more than 800 million yuan at most. mechanism.

It is an iron rule to invest in small and medium-cap stocks with a shareholding ratio of no more than 5% of the company's total share capital, in order to be able to run away at any time with profits in the future.

Seeing the name of this target, Lu Ming thought of graphene in no time, and the concept of graphene broke out in the second half of this year.

And Fangda Carbon is the leading target of this round of graphene concept speculation. In just two months, it was hyped to nearly 40 yuan, an increase of more than 3 times. The current share price of Fangda Carbon is below 10 yuan.

After creating the Tiansheng Small and Medium Cap 300 investment portfolio, such hot targets can also participate in it. Lu Ming will also focus on participating in the trading of small and medium caps. The two major investment portfolios of Tiansheng Shang 50 and Tiansheng Shen 100 are basically There is nothing to move on. The ballast stone stands out as a word of stability. The most important one is the big bear market next year.

At that time, the heavyweights will also have to lighten their positions. This is quite troublesome, and the scale is too large to distribute chips, but Lu Ming definitely has a way. It will take a lot of trouble to avoid the risks next year, so there is no hurry.

If the adjustment of the previous two investment portfolios is based on the annual and quarterly levels, then the hugely volatile Tiansheng Small and Medium Cap 300 is adjusted on a monthly and weekly level. lonely.

The next transactions are the two targets of Bao Tailong (601011) and Dao Technology (300409), which are also the concept of graphene. These two stocks are the middle and back row of graphene speculation in the second half of this year. Bao Tailong's increase is expected. It is as much as +150%, and the road technology as the rear row is also nearly doubled.

After eating the profit of the trend master Shenglang, he will run away. This is the case with small and medium-sized caps. As long as there is no temperament to be promoted to "dragon", whoever wants to invest in value for a long time will go, anyway, Lu Ming will not go.

The next target to be traded is Luxi Chemical (000830), which is expected to open a position of 430 million yuan, and complete all positions in about eight trading days. Today, a maximum of 50 million yuan will be bought, and you have to slowly accumulate funds in batches, otherwise you will pull The limit is up.

This is also a triple stock. In the second half of the year, it will start a major uptrend trend for more than half a year. It is expected to bring in a profit of 1.2 billion. How much it can earn depends on Lu Ming's trading mood. To be a T, as long as T is about two or three times, it is still easy to make a profit of 1.5 billion in this trend.

The fifth ticket that was traded was Fangda Special Steel (600507), which was also the ticket that started the trend in the second half of the year.

During the upward trend of this ticket, the fluctuations were huge. There were two major adjustments at the monthly level, and the amplitude reached around 20%. Such adjustments are naturally avoided. If you do two swings, the actual income can make 1.5 times more profit. , or 3.5 times earnings estimates.

The sixth ticket is Hanrui Cobalt (300618). This target is a new stock listed in March. It went out of 18 one-word boards. After the opening of the board, it fell all the way. Today, it has fallen from the high point to -36. As much as %, Lu Ming chose to open the position because it had fallen to the bottom.

This target will go out of a year-long upward trend in the future, quadrupling the expectations. In the next market outlook, the lithium battery sector has also stepped out of a strong trend, including targets such as Ganfeng Lithium, Huayou Cobalt, and Yiwei Lithium Energy. are out of a doubling trend.

Naturally have to work hard.

The small and medium-sized caps that are doubling at every turn show that the volatility is indeed huge.

Next, as time goes by, more and more constituent stocks continue to be traded, such as Paishen Technology, Shilanwei, Xinjindian, Shuijingfang, Xinggang Co., Ltd., Hengli Hydraulics, Hengli Petrochemical, Yangguan Power, Tongtong Micro shares, etc.

Not to mention, many companies in the first batch of constituent stocks of the Tiansheng Small and Medium Cap 300 portfolio have become the mainstay of the big A after three or four years, such as Hengli Hydraulics, Yangguan Power, Tongwei, Changchun High-tech, Kangxing. Ecological biology, general testing medical, etc. are all companies that can touch the market value of 100 billion in the next few years, and have the temperament to be promoted to "dragon".

And now they're all small and mid-cap stocks, and they're real treasures.

These companies have not only entered the Tiansheng small and medium-cap 300 constituent stocks, but also the Tiansheng Shang 50 and Tiansheng Shen 100 have also been allocated, and they are heavy positions.

The combination of 50 and 100 is configured, which means that it will not be easily reduced.

The 300 configuration of small and medium caps is because they are now small and medium cap stocks. This kind of white horse stocks that can grow out of small and medium caps and grow into the mainstay, even if the announcement is made to reduce their holdings, it does not matter.

Moreover, the reduction will not cause too much volatility. Tiansheng Small and Medium Cap 300 has reduced its holdings of these high-quality high-quality companies. The reason must be that they are no longer small and medium-cap stocks, so they must be excluded from the small and medium-cap 300 portfolio. Adjust passively without creating too much selling pressure.

In the actual operation process, such high-growth stocks will not be sold. If the vacant positions are excluded from the small and medium-sized 300, why do they have to sell in the secondary market? Isn't that stupid...

The Shanghai market tickets can be transferred directly to Tiansheng Shang 50, and the Shenzhen market tickets can be transferred to Tiansheng Shen 100. Putting the left hand on the right also saves transaction fees, and directly transfers the three transactions in the internal trading system of Tiansheng Capital. It is enough to adjust the large portfolio index, after all, this is the index compiled by the company itself.

During this period of time, Lu Ming flew up happily in the small and medium-sized stocks in the big A, and the investors in the market had gradually fallen to numbness.

The comment area below the broader market index on Tonghuashun Software was flooded with countless abuses.

"All sold out~www.wuxiaspot.com~ Clearance, leisure, clean!"

"Retail investors are all dead!"

"What does it mean to fall like this?"

"I made 1,000 yesterday, and today I lost more than 3,000 in blood."

"Organizations are thinking about cutting leeks, this virtue... leeks are really difficult."

"It's really hard to make money in big A shares."

"The market goes up, the stocks in hand fall, the market goes down, and the stocks in hand plummet, WDNMD!"

"I originally wanted to enter the stock market to earn some pocket money, but I lost my entire net worth."

"It's amazing, I lose money steadily every day, but it ruins my cow."

"Retracement, adjustment, shock, slight decline, close decline, decline, sharp decline, diamond bottom, baby bottom, cosmic bottom, technical bull bear."

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