Reborn as a female internet celebrity in a county town

Chapter 329 We Must Divide Them Up!
Because of yesterday's late-day surge, the support for several large-cap stocks in the new energy sector was limited, resulting in a five- or six-point drop at the open.

This situation was foreseeable for Lin Lang.

Lin Lang's response was to continue searching for other stocks.

For example, China Merchants Bank.

He hammered the technology sector, leaving only consumer electronics intact, and this time he took the opportunity to boost consumer electronics as well.

After all, the liquor stocks opened high today, and they'll probably hit the limit up again.

After hitting the daily limit today, the liquor sector has risen by nearly 30% in just four trading days, reaching the limit of its rebound.

Next, it will most likely trade sideways for a while, because the resistance at this level will be very strong.

The significance of sideways trading, besides allowing major players to adjust their holdings, is also to seek consensus among investors.

After all, no matter how rich you are, you can't single-handedly create a super rally in a stock or sector. If you just drive it up, who will buy it?

Stocks do have some value, but stock trading is essentially a game of musical chairs, with the goal of seeking greater recognition.

Get others to recognize this product with a premium of twenty or thirty times.

The same principle applies to Lin Lang's work on new energy, consumer electronics, and even the technologies he has temporarily abandoned.

He can guide the entire market trend with enough chips, but he can't take more than 20% of the chips, otherwise no one will play with him.

His advantage lies in his knowledge that the domestic semiconductor industry will experience a surge in performance and a major technological iteration in the future.

Using this information, he can draw up the picture of this pie.

How big it can be drawn is not up to him alone; necessary adjustments are required.

Once the liquor was fully opened, Lin Lang had to rush in.

Entering the market at a high price can dilute net asset value, just like averaging down on a price surge, which is a very risky behavior.

Lin Lang didn't believe that group of people would let Tianjin Capital go; they must have been keeping an eye on it all along, and probably even set up a special project team to analyze Tianjin Capital's data.

In other words, Tianjin Global Selection cannot operate in overseas markets, otherwise they definitely wouldn't keep it.

After the market opened, Lin Lang began to adjust his positions, mainly to gradually bring up the stocks he had added to yesterday.

Don't aim for too high, but at least pull it to a level where it's relatively easy to launch a surprise attack. After all, being five or six points underwater could easily cause a breakdown in morale.

Pull the price up slowly; this effectively prevents retail investors from dumping their shares.

We're also investing in liquor stocks, and we have 3 billion yuan in cash on hand. After yesterday's rebound in net asset value, the amount of redemptions and subscriptions has already balanced out, so there's no need to reserve funds.

Even if it's just for the sake of net asset value, we have to push it up today, not to mention that liquor stocks are rising quite sharply. If stocks that showed unusual activity yesterday fall today, and the net asset value of Tianjin Hybrid Selection still rises, everyone will know that Tianjin Hybrid Selection has invested in liquor stocks.

Absolute certainty is unnecessary; as long as a seed of doubt is sown, the other party will frequently test the waters.

They can control the variables little by little to conduct a deeper confirmation until a confirmation is reached.

For Lin Lang, the time cost was very high, and he didn't want to be exposed so early.

For large funds, the desire to build positions is very strong during these three months. After all, these three months span the period before and after the Lunar New Year, and many retail investors need to take money back home for the New Year, or they have no money on hand after returning to work.

Large funds can build positions at a relatively low cost at this time, and if the price is pushed up even slightly, retail investors will be very eager to sell their shares.

By May or June, when retail investors have saved up money and have stable jobs, it will be extremely difficult to shake out weak hands.

There are many factors involved, both inside and outside the trading market. The first quarter is the most suitable time to manipulate the market. Only by pushing the market up a level in the first quarter can retail investors enter the market in the second and third quarters to take over shares, allowing for turnover and the establishment of a bottom.

Arbitrage opportunities arise only with turnover of hands.

Only after the foundation is laid can there be stronger support.

For example, if Moutai rises from 500 to 700, as long as it can consolidate around 700 and undergo sufficient turnover, then when it rises to 1,000 and then falls back, it will at most fall back to 700, or rather, when it falls back to the 700 level, there will be unprecedented support.

Lin Lang couldn't possibly go against the trend. The trading volume of A-shares hasn't even broken one trillion yet. Going against the trend would only result in getting trapped.

He only has two months left. What he can achieve in those two months will determine whether this operation succeeds or fails.

Therefore, once those guys target us and we miss these two months, the subsequent trading results will be much worse.

Everything went smoothly this morning.

Lin Lang poured 3 billion yuan into the liquor sector, all of which were at high prices.

As of now, his holdings in the liquor sector have reached 22 billion yuan.

Compared to the sector's size of nearly three trillion yuan, this is less than a fraction of that, so the impact is still very small.

This proportion is similar to that of Tianjin Global Selection in the US-listed innovative drug sector.

In the afternoon, when Lin Lang tried to push the new energy sector up again, resistance appeared.

The resistance that appeared out of nowhere crashed down relentlessly.

Meanwhile, liquor stocks continued to rise, with several core stocks hitting their daily limit.

Lin Lang knew that this was a matter of controlling variables, and those established public funds were testing the waters.

Today, liquor stocks made him a lot of money, close to 2 billion yuan. If the stocks he holds in the new energy sector don't go up, then his net worth will be very strange.

Even though the stocks I suspected of holding were heavily sold off, my net asset value didn't drop much? In fact, it even rose slightly?
At that point, they'll dig out all the stocks that have risen in the A-share market and study them carefully, making their targets much clearer...

While it's certainly not just baijiu (Chinese liquor) that's seen price increases—for example, Pien Tze Huang and Tongrentang are also performing well—the core of the market remains baijiu, and their core remains baijiu.

Once the hypothetical principle emerges, there are just too many things to test.

Therefore, the new energy sector must be boosted today.

Even if he encounters resistance, Lin Lang will rush in at all costs.

Anyway, his shareholding ratio in those new energy stocks is not high. As of now, it only accounts for 2% of the total share capital, and he still has enough positions.

However, some of the votes that were tactically abandoned are really suffering today.

Because Lin Lang needed more funds, he spent money aggressively.

Yesterday, the investment in individual stocks was only a few million or ten million, but today it's going to be around thirty million.

Those stocks have a market value of not low, and while 30 to 50 million won't necessarily lead to a complete collapse, in the current environment, a drop of three or four percent is almost inevitable.

And so, they started pulling frantically from one or two points underwater, then pulled to one or two points above the water, and then pulled back to one or two points underwater...

Lin Lang has mobilized a large amount of capital and developed new stocks, such as China Merchants Bank and some new energy vehicle parts companies. In short, he needs to give them a convincing excuse on the stock market.

They will automatically fill in the blanks when the time comes.

After all, it wouldn't benefit Tianjin Capital to simply imagine that it had entered the liquor industry.

This is a psychology of seeking advantage and avoiding harm, and it is difficult for anyone to overcome this psychology. As long as other reasons can be explained, they will not think about the worst-case scenario.

By the close of trading, Lin Lang had only managed to barely push up the prices of the new energy stocks he had heavily invested in, managing to close two stocks at their daily limit. The other stocks only rose by seven or eight percent, with China Merchants Bank rising by five percent.

But overall it's sufficient.

Ultimately, the liquor sector achieved two consecutive days of limit-up gains, and the new energy sector also continued its upward trend.

At 3:30 PM, the net asset value of Tianjin Hybrid Selection was announced, showing a gain of +3.58%, which is even stronger than yesterday.

After the net asset value was released, investors in the Tianjin Hybrid Selection Fund felt that they had seen the light at the end of the tunnel.

The net asset value had already fallen to 6.5, but after two consecutive days, it has returned to 6.957. If it rises by one more point, it will return to the position of 7.

Those who bought early and now want to buy back their shares, while they still have a chance, can only buy them for 10,000 yuan.

"After two consecutive days of gains, Tianjin Mixed Selected Stock has rebounded strongly and is about to recover the lost ground of 7!"

For fund investors, a two or three percent increase in a day is already considered a significant rise, especially considering the current state of Tianjin Hybrid Selection Fund, where a three or four percent increase is almost the limit.

Suddenly, the attention that had been lost surged back.

Those fund investors who redeemed their shares felt particularly bad as they watched the Tianjin Hybrid Selection Fund rise.

Because it means they have a problem with their judgment.

They originally had 40,000 to 50,000, 70,000 to 80,000, or even 100,000 to 200,000 in Tianjin Mixed Preferred, but now if they want to go back, they can only get a quota of 10,000.

Even if the value of 10,000 yuan increases by 3% every day, it's still only 300 yuan

If the value increases by three percent every day, that's a whopping six thousand yuan. The difference is enormous.

Under these circumstances, the price of Tianjin Wealth Gold Coins experienced a surge.

After Lin Lang released the rules for gold coins, the price of gold coins had already risen, currently reaching almost ten yuan each, before stabilizing.

As the price of Tianjin Mixed Premium rose for two consecutive days, the price of gold coins rose slightly again, and someone offered 11 yuan on the black market that night.

However, the other party was not a well-known buyer and did not have enough credibility on the platform. They did not sell many items and did not drive up the overall price of gold coins. The average purchase price was still ten yuan.

But as more and more people are willing to pay 11 yuan, sooner or later those big buyers will raise the price.

One gold coin equals one hundred yuan.

One thousand gold coins equals one hundred thousand yuan.

Even if you can only exchange it for Tianjin Global Preferred, or even just Tianjin Mixed Preferred, it's only an 11% increase. If you're lucky, you can cover the cost of buying gold coins in two or three days, and then it's pure profit.

After the market closed, a thorough review of the situation was underway.

The strong rally in liquor stocks by established mutual funds today is indeed confirming one thing.

The price shouldn't have risen today, since not many shares were released. Adding a ten percent floating profit to the existing shares would create greater resistance for the second wave of price increases.

However, they were still worried and decided to push the price up today to see how the net asset value of Tianjin Hybrid Selection was perceived.

If Tianjin Capital manages to infiltrate, it will have a significant impact on them.

They tried to sell off today, but ultimately failed, which can be attributed to their carelessness.

Today's review results are not much different from yesterday's, and Tianjin Capital has sufficient reason to maintain its current net asset value.

After all, the new energy vehicle parts sector also rose today. Given Tianjin Hybrid Selection's enthusiasm for the new energy vehicle sector, it's reasonable for them to allocate some funds to parts suppliers.

"The divergence didn't appear today, but we must create it tomorrow. The liquor sector is rising, and the new energy sector is also rising; this uniformity makes it impossible for us to make accurate judgments! Tomorrow, we must control the situation, with the new energy sector rising slightly by two or three points, and the liquor sector pulling back by five or six points. We must create this divergence!"

Only in this way can they analyze more accurate figures using the net asset value of Tianjin Hybrid Selection.

"There's no problem with liquor stocks pulling back tomorrow, but a pullback won't do us any good. After all, we've already pushed the price up one more limit up than expected and broken a nine-month high. If it opens lower and pulls back, nobody will care, and it won't help us accumulate more shares."

"Then it will open high, rise and fall back, trapping some funds at the top, and then fall down to adjust for a few days. We won't trade before the end of the year."

"This is acceptable..."

"In short, the market must differentiate tomorrow. We cannot allow the market to move in unison. It is very likely that this unison is a deliberate attempt by Tianjin Capital to deceive the public."

……

On Thursday night, Lin Lang did not return to the hotel, but went to the company instead.

This month is almost over. Although there are still two trading days before the Lunar New Year, those belong to the February market.

Tianjin Global Selection also holds a portion of expiration date options.

End-of-term options mean that they are about to expire, and he wants to sell them instead of exercising them.

After all, exercising the option is equivalent to increasing the number of chips in his hand, but there is no point in increasing the number of chips he has. The more chips he has, the more difficult it will be to deal with later.

Although the premiums for those end-of-term options have almost disappeared, their value remains high due to the significant potential for profit from exercising them.

While it may not reach full profit, it's not far off.

This batch of end-of-life options originally cost four million US dollars, but a total of 170 million US dollars was recovered.

In just seven or eight trading days, it increased more than forty times.

Options have such high leverage that even with extra funds, you can't buy too many.

The overall trend for innovative drugs is definitely upward, but there will be various pullbacks along the way. Lin Lang plans to clear out some options tomorrow and put the funds elsewhere.

The main increases in innovative drugs occurred in the first and fourth quarters. Even if there were some gains in the second and third quarters, they were sporadic and tended to mirror the trend of the A-share market.

After all, the global financial markets performed poorly in the second and third quarters.

The worst performers are new energy vehicles.

There happens to be one stock in the US that can be shorted.

(End of this chapter)