Rebirth: The Financial Giant

Monday, August 27.

With the opening of the big A today, Dongfang Telecom is undoubtedly a stock that has attracted much attention. After all, the popularity of the discussion during the two weekends last weekend has been rising, indicating that the popularity is soaring.

However, most retail investors still adhere to the strategy of watching more and moving less. Although there are a lot of people who sing more on weekends, they don't dare to go on.

With the passage of time, in today's call auction stage, Dongfang Communication opened +5.56% at 6.53 yuan. This kind of bidding seems to be at the rhythm of the top board.

At 9:30, the market officially opened, the time-sharing line began to beat, and Dongfang Communication began to dip in the first minute. It was obvious that there was a lot of money on the board, but the decline was not deep, but it fell by three points. money.

One minute after the opening, the trading volume reached about 15 million, and then the next minute, the large orders of 10,000 lots continued to ignite, and the trading volume quickly increased to more than 50 million. At the same time, the time-sharing line also rushed all the way.

At around 9:33, the share price of Dongfang Communication reached 6.79 yuan, an increase of +9.69%, which was already approaching the daily limit.

Just when investors thought they were going to break the board quickly, they turned their heads and plunged into the water, and along with the continuous heavy volume decline, the increase narrowed to +6% at around 9:35, which directly broke down the intraday time-sharing. Average price line.

Today's time-sharing interface of Dongfang Communication has several times more barrages than usual, and the comment area is also very hot.

"It's a lot of ups and downs, it's so exciting!"

"A good chicken cracked duck that the long and short sides compete for~~~"

"The main force is obviously pulling up the shipment, just wait for it!"

"Life and death are bearish, if you don't accept it, just do it, bet it will be two and three, three must have five, and five must have seven!"

"Don't think too much about coming down soon!"

"The main force is pulling up shipments, and it's almost running for more than 100 million!"

"Tian Tiantian puts his left hand down and his right under the sleeve!"

"Please start your performance, I will quietly watch you pretend, and I will lose if I buy you a share..."

...

The barrage and comment areas are noisy, and Dongfang Communications is continuing to increase its volume. At this moment, it is oscillating back and forth in a narrow range on the average price line of the intraday time-sharing chart.

And this pattern only lasted for about ten minutes. The next scene made people who didn't get in the car still have a little regret and patted their thighs secretly.

At about 9:45, the target of Dongfang Communication appeared again with 20 million funds, and its time-sharing line directly rose vertically. The stock price hit 6.81 yuan, and the increase was +10.02%.

After the board was sealed, the orders on the board were quickly stacked to more than 500,000 lots.

Dongfang Communication's second and third boards succeeded!

"It's sealed?"

"I'm going to really get two and three boards!"

"Wori, the bidding ran away, and it was sold directly to fly, and you're a monkey!"

"Come on, come on, how do you read that formula, the second board will determine the leader, the third board will determine the demon stock, there must be five in three, Dongfang communicates to Ye Chong!"

"Fuck, this Nima's is not pushing up the sale, but the main force to grab money. The barrage comments are a bunch of bullshit."

"Calm down, old iron, big A is like this. The rise is because you didn't buy it, and the fall is because you bought it. If you want to understand this truth, you know that if you don't buy it, you will make blood..."

"No problem ha~~, if you hesitate, you will lose, if you are decisive, you will give it for nothing. It's too difficult to make some money in Big A... [covers face]"

...

Dongfang Communications closed the daily limit very strongly 15 minutes before the morning market, and successfully got out of the market of the triple board specification.

Not long after the closing of the board, the 5G and communication sectors also began to move up, but it was still not obvious. The response of other funds in the market was actually quite slow, and the transmission of funds also took time, and only a small number of funds quickly rushed to raise.

Dongfang Communications is going very strong, there is no doubt about this, but for now, the strength of this single stock is not enough to drive the entire sector. It is not that the large capital cannot be seen, but the plate is too small to accommodate much capital. Tiansheng Capital It is a good example. There is no shortage of money, but now it is really impossible to increase the holdings. If you continue to buy, you will have to raise your cards to 5%.

At about 10 o'clock, most of the funds in the market finally began to pay attention to the 5G and communication sectors. The real industry leader Zhongxing began to have large funds to continue to enter the market at this time, and promoted the stock price to rise all the way, the highest rush to +8.63 %, the stock price has also exceeded 18 yuan in one fell swoop, and the rise of the Hong Kong stock market has reached +11.35%.

The 5G sector also continued to surge by 3.73%, and the surge in the communications sector also ignited technology stocks and further drove the broader market up.

In the new week, the performance of the big A on the first trading day is not bad, and the Shanghai index has stabilized and did not fall at least today.

...

At the same time, Tiansheng Capital headquarters.

In Lu Ming's office, Qi Wei, who is in charge of the overseas market at the moment, is interviewing him about work matters, mainly reporting the overseas layout to BOSS, especially shorting Zhonggai stocks.

"The short selling of Zhonggai stocks has made a lot of money this time, but the gold configuration is not very good." Qi Wei said.

"Gold is not in a hurry, it can't go down, and it can't go down in the current situation." Lu Ming said with a smile, and after a while he said: "The market reversal should be two months later, not just the domestic capital market. , Zhonggaigu is also, so it is time to start the layout of many somersaults.”

The two sat on the sofa in the lounge area of ​​the office. Lu Ming brewed tea leisurely, poured a cup of tea for Qi Wei and said, "What do you think of the future of this company in Jingdong?"

Speaking of which, Jingdong's stock price hit a new low last week. Today's price is $31.42, with a total market value of around $470.

"Jingdong?"

Qi Wei, who was sitting next to him, was surprised when he heard the boss's question, and after a while he said thoughtfully, "How do you say it, as far as the company itself is concerned... It reminds me of this. The founder of the company said something."

"What did you say?" Lu Ming lowered his eyebrows and took a sip of tea.

"He said: If we make a lot of money in Jingdong, it will be a very bad thing." Qi Wei immediately looked at Lu Ming and continued: "I have heard this sentence once in traditional business."

Holding a teacup, Lu Ming tilted his head slightly and looked at Qi Wei with a smile: "You mean Wal-Mart Group."

Qi Wei also smiled and nodded: "Yes, Walmart told this story, Walmart believes that it should maintain a very low profit margin, so as to maintain its long-term healthy market share and huge pressure on competitors, and it does the same. Yes, there is also a certain profit, Jingdong does not have almost any profit today, but the profit problem is not big."

This company has not made a profit for more than 10 years. Last year's performance report had turned losses into profits, but it was optional.

Lu Ming couldn't help but cross his legs and said: "Whether Jingdong or Walmart, the business logic is quite simple, to build their own moat with extremely low profits, many people develop new products just want to make huge profits as soon as they enter the market. This is a long time. No, you will soon find more competitors coming in. If you enter the market with very low profits from the beginning, many people will see that there is no profit and not many people will want to do it, and the competition will naturally be much smaller.”

Hearing this, Qi Wei couldn't help but say, "What does the chairman mean to invest in the company for a long time?"

Now Tiansheng Capital is shorting Jingdong and a series of Zhonggai stocks. In principle, they are the kind that make a fortune and run away, which is a speculative strategy~www.wuxiamtl.com~ rather than a long-term strategy.

Lu Ming said affirmatively: "To invest, do it for the long term. Going short and going long are not in conflict. At that time, you can arrange for the analyst to do a research report and rating for Jingdong, with a target price of around $100. Well, wait for me to notify you when."

100 dollars?

Qi Wei couldn't help but be surprised by these words. The stock price of $100 means that Jingdong's future market value can reach about $150 billion.

The current share price of Jingdong starts at $31, and it is very likely that it will fall below $30 according to the current trend. I did not expect BOSS to be so optimistic.

In fact, what Lu Ming didn't say was that Dong Ge was going to go to Laomei's side, but was jumped by the fairy, which also caused Jingdong's stock price to plummet.

Lu Ming estimated the time, and it only happened in the past few days. The day that Dong Ge was jumped was when Tiansheng Capital opened up.

At that time, we must stand up and support Jingdong, and directly open Tiansheng Capital to build Jingdong. Dongge was jumped, and Jingdong's stock price followed the crash .

What happened to my brother, Jingdong?

The founder is very important, of course, but as long as the founder's idea can be continued, there is no problem. Most companies have not reached the point where they cannot turn without Lu Ming like Tiansheng Capital.

There is no doubt that the next wave of flash crashes in Jingdong is the classic "chairman's accident concept" stock, because the chairman's accident caused the stock price of listed companies to plummet and was smashed out of the golden pit. Such examples are not only Jingdong, but also many more. .

For example, Xingcheng Holdings is also the chairman of the board of directors, which has caused the stock price to fall continuously and hit the gold pit. This Lu Ming also has an impression. Next year, it will directly hit the limit of four, and Tiansheng Capital will definitely have to make a profit. Pen, the good thing about picking up money should not be for nothing.

...