Global monopoly of technology

In a residential house in Liverpool, England.

At the moment, people living in this city are afraid to go out. Liverpool is one of the most severely ravaged cities in the UK by sequoias.

At this moment, the local time is right about one o'clock in the morning late at night.

The owner of this private house is a young man who is almost 30 years old. His name is Harvey Gordon. He is a professional stock investor born in a non-financial profession, but he makes a living from professional stock trading.

In the middle of the night, Harvey Gordon poured a whole bottle of refreshing drink and stared at the stock software trend chart on the computer. There were a total of three display screens showing the market trend.

It stands to reason that as an Englishman, Harvey Gordon should look at the FTSE or the S&P index of the United States.

However, the trend charts on the three display panels are impressively the Shanghai Stock Exchange Index, the Science and Technology Innovation Board Index, and the Hong Kong Stock Hang Seng Index.

No wonder this point is still being watched. Liverpool is late at night, and at the same time it is 9 o'clock in the morning in China. Today's trading is about to open.

Obviously, Harvey Gordon is a foreigner in the big A market.

He invested in Big A through channels such as QFII (Qualified Foreign Institutional Investor) and the Shanghai-London Stock Connect, which was just opened last year.

"Dear'Dar-A', I love you so much."

Harvey Gordon raised his eyes and glanced at the time to see that the market was about to open in a few minutes. The so-called "Dar-A" is actually a homophony of "Big A". Harvey has moved to Big A for a month and a half. , Lurking among the domestic retail households who eat melons, are also working hard to learn Chinese.

The reason why I fell in love with the big A is because the Sequoia Black Swan and various reverse operations almost made him bankrupt. When he was supposed to be short, he lost blood; when he was supposed to be short, he lost blood.

At the time of desperation, the last few remaining capitals were heavily invested in the big A's Bluestar Technology or several subjects of the Blue Coast concept theme, and the stocks of Bluestar Technology were successfully bought through the Hong Kong stocks. The losses in the US stocks and the FTSE index have all recovered.

And the investment target he selected, after the recent stock swap, the newly selected target happened to be one of the three major suppliers of upstream raw materials for Dabai Robot.

Earlier there was already 17.2% of profit, and then the old American FCC's operation led to a sharp drop in the theme of the white robot concept that day. Harvey Gordon's direct limit of the target fell and the floating profit was broken.

The next day I woke up and stared at the account of the investment big A. When the profit fell through one day, Harvey Gordon slapped his thighs three times and kept asking himself why he didn’t watch the market that night...

However, just when he thought he was about to completely defeat the big A, he staged a tragic and joyous follow-up. A few hours later, a new message on the North American FCC website revealed that the big white robot met the standard, and then the Blue Coast issued an announcement.

The situation reversed quickly. After the opening of the big A overnight, Harvey Gordon witnessed his heavy position in the call auction and directly blocked the daily limit. This was the first time he had eaten 20% of the word in the big A. Board profit.

The next step was to open the five-link board, and the target held in his hand doubled directly.

As of today, Harvey Gordon has obtained 160% of the floating profit of the subject. The total market value of his account holdings is 7.436 million yuan, excluding exchange rate changes of about 828,000 pounds.

Harvey Gordon knew that today must be the rhythm of closing the daily limit again, and Jesus could not stop it.

Because of yesterday’s bidding news, he has already read the large white robot order of $1.91 trillion. This major altruistic view is worth at least ten one-word daily limit.

Sure enough, after the ticket held by Harvey Gordon surged by 6.25% yesterday, today, the second wave of one-line board main Shenglang was started directly, and the one-line board daily limit opened directly.

At this moment, Harvey Gordon glanced at several other targets in the account that were also continuing to make profits, and his mood was greatly relieved. Among them, the stocks of Borch Technology, a mechanical prosthesis research and development company, were opened higher, and the total account funds were smashed. It’s more than a few hundred thousand yuan, which is equivalent to three or four thousand pounds.

Tonight, Harvey Gordon decided to cash out 2.25 million yuan, or about 250,000 pounds, for the purchase of white robots + unmanned vehicles. If it were not for the Sequoia pandemic, he really didn’t want to sell it now. Position, because he knows that the market outlook is still hot.

Most of the targets in hand have extremely low turnover rates, which are often difficult to buy after being sold.

But there is no way. To make money, you have to live with flowers. If you are infected with Sequoia, you may be gone.

Harvey Gordon finally decided to take out part of the concept stocks of Dabai Robotics and Borch Technology. Although the other targets have not risen as much as these two votes, they also concentrate risks when they are too concentrated.

He has also learned how the big A down limit is great. If you want to sell, you can easily sell the up limit tickets. There are people lining up to take the order, but the one-word down limit tickets that are killed all the way down to a certain low are true. Don't want to sell.

Twenty minutes after the opening, Harvey Gordon felt that it was almost done, so he closed the market value of about 800,000 yuan from the target of Borch Technology, and then closed the market value of about 1.445 million yuan from the target of the Dabai Robot concept stock. , And then converted into 250,000 pounds to make a profit.

His capital flow of about 2.245 million yuan does not affect the fluctuation of funds going northward at all. Ten minutes ago this morning, the scale of capital inflows from northward has exceeded 2.6 billion yuan.

In the past month, every trading day of Big A has been a continuous net inflow of foreign capital, maintaining the "buy, buy, and buy" style. So far, last month's transaction volume reached 3.32 trillion yuan, a record high in the month. Record.

With the Sequoia pandemic, Big A has become a great choice for foreign capital to hedge risks. Even dragged down by the global market, many foreign capitals have come in to buy bottoms.

From an industry perspective, foreign investment particularly favors the six major industries of optical electronics, semiconductor components, biomedicine, medical equipment, non-bank finance, and food and beverage.

From the perspective of the theme concept, there is no doubt that there are three major sectors: Shigekura Bluestar technology theme, Azure Coast theme, and new energy vehicle theme.

The massive influx of foreign capital has accelerated to a certain extent and promoted the rapid oversold rebound of the Big A market after the Sequoia Black Swan incident. However, the massive influx of overseas hot money cannot make much waves in these three conceptual themes.

Because whether it is Huachang Technology, Borchuang Technology, Reebok, and Big Blue Pure Electric Automobile Company, behind these listed companies, there is a super strong base with a high degree of control-Shengfeng Capital.

Hot money on tickets with a strong bank is generally not touched, especially if the ticket of Shengfeng Capital sits on the bank, the domestic hot money bosses either do not touch it, or dare not go crazy.

Because the hot money that has been hotly speculated before has completed the value investment abruptly, once it has been smashed by Shengfeng Capital, it will be a quarter without cutting the meat.

Either don't come, or just make an honest value investment, don't think about a day trip.

Shengfeng Capital is the only capital institution in the entire Big A market, except for the G team, that can highly control heavy stocks with a market value of more than 400 billion.

It is no exaggeration to say that the rise and fall of these targets are internally planned by Shengfeng Capital. The trend of the stock price will not deviate from the fundamentals of the company’s performance. The biggest expectation is that the overall growth of the company will go out of a long-term slow cow. The ascending channel.

These targets are absolutely not allowed to rise and fall due to hot money and hot money speculation, but all the skyrocketing and plummeting caused by excessive speculation, the final result will be a feather.

As for the soaring of the three major upstream suppliers of the Dabai robot concept theme, it is not speculative and hype dominated, but the result of recent solid benefits and performance, which is consistent with the fundamentals.

In fact, Shengfeng Capital has already drawn the top internally, and it will increase by a maximum of seven consecutive boards, because internal analysis has judged that if the stock price continues to rise at this position, it will deviate from the current value of the company, which is speculation. Ingredients.

That is to say, another 200% will be turned sideways until the top is reached. When this position is reached, it will be controlled at a high position. Whoever pushes up the stock price will be buried here, and hot foreign money will also be buried here.

The reason why domestic hot money bosses are reluctant to touch listed companies that are highly controlled by Shengfeng Capital is that not only are they strong in the stock market, they are also highly controlled in the company itself.

Hot money was very clear on the line with Luo Sheng on the stock market, but the result was a miserable loss.

And the thing that cannot be tolerated by hot money is that Shengfeng Capital will cut you from time to time. A big hole may come out at any time. There is no way to predict when it will be hit. It may be hit at any time, and the depth of the hole will be different. One, as long as they enter, they are very likely to become long-term value investors.

Because the long-term trend is rising, the average annualized rate of return can reach about 15-20%. This is the most friendly to retail investors who invest in long-term prices, and it is also Luo Sheng’s biggest goal. The effect he wants is to invest only Anyone who buys his company’s stock can become Buffett.

The most powerful thing about the stock god that people boast about is that he can stably create about 20% annualization every year.

How can it be more feats to become Bafit?The answer is obviously that the latter is more legendary.

But hot money really doesn't like it. Hot money wants demon stocks that can double or even ten times in a year or even a month. At 20% annualization, they simply can't stand this slow rate of making money.

Another factor that can’t be ignored is that almost everyone now knows that it’s appropriate to follow Archbishop Luo. It’s safe to drink spicy food and get a stable annual rate of return of about 15 to 20%. For retail investors, don't be too satisfied, and even many retail investors think that it is good to be able to beat the inflation rate.

...