Rebirth: The Financial Giant

The position change of Tiansheng Value Growth Hybrid Fund has always attracted market attention, and its impact on the market is much greater than that of other public funds. One is that the fund is large, and the other most critical factor is that this fund is in To a certain extent, it represents the trend of the super main force of a big brand in the market, and has the role of a weather vane.

Half of the top ten heavyweight stocks disclosed in the last quarter were in the big financial sector.

Not to mention the stock king, including Zhongguo PICC, Zhongxin Jiantou, Zhongxin Securities, and Dongcai are among the top ten holdings.

Immediately after this spring, a round of index-level markets in full swing began. Brokerage companies and major financial sectors took off in an all-round way. The broader market also peaked from more than 2,400 points to more than 3,200 points. All the three major indexes entered a technical bull market stage.

The Tiansheng Value Growth Hybrid Fund has also achieved a net return rate of nearly 80 points in this round of market, significantly outperforming the index ETF and the broader market at the same stage. a position.

You must know that this is a super large-cap public offering fund, a public offering fund that can stand up to more than 2,000 other offerings worth over 100 million.

However, in the performance report released today, there have been huge changes in the latest quarterly positions disclosed. Among the top ten stocks with heavy holdings, Da Finance only retains the king of shares. In addition to Tiansheng Holdings, the other four targets, Dongcai, Jian Tou, Zhongxin, and PICC are all gone.

Instead, there are four other targets, which are Anshi's full 9.93% position, and the remaining three are all from big technology electronic semiconductors, namely Will shares, Lixun Precision and Wentai Technology.

During the holidays, the major stock bar forums and exchange groups are all fried.

"One brother ran away from Big Finance?"

"These have doubled or even doubled several times and still don't run, keep it for the New Year"

"The two votes of Jiantou and Dongcai, aren't Tiansheng Capital and its concerted action major shareholders? Why didn't the reduction of holdings be announced in advance? Is this a violation of regulations?"

"Looking carefully at the report, it did not reduce its holdings in the secondary market. It was a transfer operation, and it was transferred to Tiansheng Capital LP to take over."

"Tiansheng Enchantress has already understood this kind of coquettish operation, leaving the profits to the base people inside, and transferring the risk to Tiansheng's LP to bear the pressure, Tiansheng Enchantress is destined to rise forever, and it may be the global capital so far. There is no investment product with the lowest risk and the highest return in the market.”

"The first brother has run away, and the big financial market will definitely be gone next week."

"The opening of the market on Monday will be under pressure. The influence of the first brother's clearance of big finance is too great, and the super main players have all run away."

"I never imagined that Tiansheng Yaoji would actually be full of Anshi's shares. The big money involved in this wave of promotion definitely has the shadow of a brother, hemp!"

"Hey~~, Tiansheng Capital has actually reduced its holdings by 2%, and it is still for Tiansheng Yaoji. This should be for the return of this fund, why can't you hold on for a few more days, so angry, Chopping at the floor price!"

"When it was more than 22 yuan, the dog ignored it, and now it is too high to climb more than 45 yuan, so I don't dare to enter."

...

The content of the performance report disclosed by Tiansheng Value Growth Hybrid Fund has been analyzed and interpreted by various investors. People can't help thinking of the fund's last large-scale repositioning and stock exchange, that is, the top ten positions in the top ten financial positions in the last quarter. Half of the stocks are big financials.

Now everyone knows how the market went. The spring market is in full swing, and people who bought into the big financial sector according to the Tiansheng Value Growth Mixed Fund copy work have eaten a lot of meat.

At the beginning of the year, Tiansheng Value Growth Hybrid Fund announced the latest quarterly holdings. After the market bottomed at 2,440 points, the big financial sector led by brokerages broke out, pulling the market up to a big positive line, and it was a bald sun. .

The market has now stood above 3,200 points. The position of this fund has undergone huge changes again, and the market has huge differences. Some people are optimistic about continuing to go up. Sex is at its peak.

In short, this position is very different. It is quite embarrassing for the Shanghai Stock Exchange to stand at more than 3,000 points. It has been playing for so many years.

But among the huge differences, there is one thing that is quite consistent in the market, that is, the big financial sector is not optimistic. On the one hand, it is an indisputable fact that the big financial industry has risen too much since the spring market. Big financial ran away, which is very bad for the market.

But at the same time, Tiansheng Yaoji has made a big deal in the technology semiconductor sector, and the first brother is chasing Wentai Technology, Lixun Precision and Weir Shares. The retail investors in these three targets are very excited, and the first brother is of course excited to carry the sedan chair.

Many people are optimistic that big technology will take off next Monday. After all, a big guy like a brother has come to carry the sedan chair.

But at the same time, the differences here are also not small, because the technology sector has also risen sharply in this market. The most fierce is the 5G concept sector. The entire sector has soared by as much as 70%, and the semiconductor sector has also surged by more than 50%. As much as 58%, the consumer electronics sector also exceeded the 55% increase.

As for individual stocks, the three targets of Tiansheng Value Growth Hybrid Fund, Wenzhou Technology, Weir Shares and Lixun Precision, have doubled their current growth rates.

This makes it difficult for investors who want to copy homework, because the latest top ten holdings of Tiansheng Value Growth Mixed Fund are not easy to copy homework, and they are already very high. Except for three technology stocks, Anshi's shares have also doubled. , the position of Muyuan shares has not changed, but the increase has been even greater, and they have risen by as much as 1.6 times.

The stock king doesn't need to think about it directly. It has nothing to do with retail investors when buying more than 6 million yuan in one hand; Mao Ti doesn't need to think about it now, and many retail investors can't afford it if it costs more than 80,000 yuan in one hand.

The only ones that retail investors can afford are Wu Liangye, Laojiao and Haitian, but retail investors don’t really want to get into these tickets at this time, including Mao Ti, because the stock prices of these three bottles of wine and one bottle of soy sauce are currently all the same. Go to an all-time high.

For this super-cap blue-chip stock to break through a new record high and get out of a new round of market, it is very difficult to release the trapped plate ahead. Even if it finally moves up, it will take a long time to consolidate at the new high position to digest the trapped plate on the left.

The ghost knows how long it will take. From the perspective of Tiansheng Holdings, it takes half a year to break through the previous high, and the market can also go up and down in this position.

In general, a group of retail investors who wanted to copy homework found that Tiansheng Yaoji's homework was not easy to copy this time, and no matter which stock they copied, they were chasing high.

...

Not long after Tiansheng Value Growth Hybrid Fund released its performance report~www.wuxiamtl.com~, the news that this fund was fully stocked with Anshi's shares came to Wei Jianping's ears, which made him more convinced that Tiansheng Capital and Anshi's There must be some unspeakable secrets between the groups.

While getting more and more uneasy, he also made up his mind to let Wei Jianping decide to take the initiative to test.

So, just two hours after the performance report of Tiansheng Value Growth Hybrid Fund came out, a shocking melon suddenly went viral on the Internet. According to people familiar with the matter, the founder of Tiansheng Capital and the daughter of the An family had already been in the business three years ago. Reaching an affinity relationship, in other words, Tiansheng Capital and Anshi Group are a marriage relationship.

When this sudden news came out, even if there was an uproar in the capital market, the recent stock price fluctuations of Anshi Group became more and more intriguing, and people couldn't help but think that there must be a shocking inside story.

Not only did the capital market cause an uproar, but the investors and netizens couldn't sit still. For a while, the whole network went crazy and went out of the circle, and was quickly topped the hot search list.

Hundreds of millions of netizens directly kowtowed to the top of this sudden big melon, and the melon, the richest man in the world today, is not popular.

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