Rebirth of the investment era

Seeing Xu Zhongji start to support Su Yu, Zhou Yang couldn't help but coughed slightly with an embarrassed look on his face, and said: "I am bearish on the index, but not on the local market. In fact, according to the market trend in the past two years, the index There really wasn’t any good performance.”

"Mr. Zhou is right!" Among the participants, Gu Chijiang, the general manager of Yuhang Jingda Investment, couldn't help but agree, "The market performance in the past two years, although the main market investment opportunities have been However, the trend pattern of the index has not been able to break away from the weak cycle. Generally speaking... the current market is still not out of the bear market, and it is foreseeable that the index will maintain this weak and volatile situation for a long time to come."

"Of course……"

When Gu Chijiang said this, he changed the topic and continued with a smile: "The weak and volatile situation does not mean that there is no market to do, such as last year's 'mobile Internet', 'smartphone industry chain', 'Shanghai Free Trade Zone' 'And other core main lines, as long as you seize even one or two main line trends in a fairly differentiated market situation, you can still get good market investment returns."

"Oh? Mr. Gu thinks this weak and volatile situation will continue for a long time?" Su Yu asked with a smile.

Gu Chijiang nodded slightly and quickly asked, "Don't you think so, Mr. Su?"

"I have always been a staunch bull in the market." Su Yu said with a smile, "Holding a position represents attitude. This... Mr. Gu should understand."

"Mr. Su thinks... this is not a rebound, but a reversal?" Next to Gu Chijiang, Lin Tingzong, the main fund manager of Jingda Investment, suddenly asked.

Su Yu glanced at Lin Tingzong, and he still valued the man who saved Jingda Investment in disguise. He responded with a smile: "Whether it is a rebound or a reversal, we can only wait for the actual verification of the market, but in my personal opinion Speaking...I think this is indeed a reversal, not a rebound."

"Where's the logic?" Lin Tingzong's heart moved and he asked subconsciously, "If the market wants to reverse, it needs the resonance of the macroeconomic, financial, and emotional aspects."

"And judging from the current situation..."

"On the macroeconomic front, there are indeed signs of recovery, but on the financial side, it is difficult to see a turnaround."

"After all, although the domestic inflation data has temporarily declined, it still remains at a relatively high level, which restricts the central bank's further loose monetary policy. Without the support of the central bank's loose monetary policy, commercial banks have followed the central bank's regulations and have reduced off-balance sheet investments. , under the circumstances of optimizing the internal asset structure, the phenomenon of 'money shortage' in the market from time to time may continue to occur."

“Coupled with the current high domestic interest rates, ‘Internet finance’ is on the rise.”

“As for over-the-counter financial management investment options, whether it is bonds, currency funds, or the currently popular Internet financial platform financial management, the return rate, as well as the investment risk ratio, are far better than the stock market.”

"Without financial support and without a large amount of incremental funds entering the stock market, it is basically impossible for the stock market to improve and complete a reversal."

"Let's talk about the emotional side..."

“Last year, the U.S. stock market was riding high, reaching new highs, but failed to drive domestic market sentiment, breaking through the market bull-bear line of 2,500 points in one fell swoop. Now that the U.S. stock market is correcting at a high level, the external market trend is full of worries. If the domestic market wants to balance the capital aspect, Without support, it would be a bit of a fantasy to pick up the mood and get out of the independent market."

"Mr. Lin has a clear view of the market." Su Yu nodded with a smile and said, "But the emotional and financial aspects are inherently a mutually reinforcing twin relationship."

"First of all, the situation in the banking sector is not that bad."

"After last year's strict control and adjustment, the off-balance sheet investment assets of commercial banks have almost shrunk at the current stage. This big thunder of 'capital liquidity' has been reduced during the two 'money shortage crises' last year. Detonated and eliminated, on the contrary... After the banking industry adjusted its asset structure and got back on the road, I feel that the investment opportunity of 'difficulty reversal' has arrived."

"Furthermore, although the current market inflation data remains at a certain high level, the turning point has already appeared."

"Previous incidents such as 'Garlic You are Cruel' and 'Jiang Your Army' will most likely not happen again after inflation gradually falls. What's more, the supervision of the property market has begun to relax. As the property market gradually recovers, this suppression will The large 'fund pool' of inflation will also come into play again."

"All these actions have given the central bank the conditions to further stimulate the economy and release loose monetary policy."

"In other words, the current macro-financial situation will not remain unchanged. On the contrary... it will usher in an inflection point in the near future."

"As for the conclusion on macroeconomic recovery, you have already said it just now, so I won't repeat it again."

"Finally, let's talk about the emotional side..."

"Market sentiment, in essence, follows the market's money-making effect."

"The market has the effect of continuing to make money, which means that most investors in the market can make money temporarily, so everyone's confidence in the market outlook will naturally become stronger and stronger, and their emotions will naturally become stronger and stronger. Intense, more and more optimistic, and the same... When the market's profit-making effect is low and investors in the market lose money, then everyone's view of the market outlook will naturally become more and more pessimistic."

"This is a natural human reaction."

"But at the current market node, driven by the two main trends of 'infrastructure' and 'state-owned enterprise reform', is the money-making effect very weak? Not necessarily!"

“Now that the macro-economy is gradually recovering, capital is gradually reaching an inflection point, market sentiment is driven by the money-making effect, and investor confidence is getting stronger..."

Su Yu paused, and finally said with a smile: "Then why can't we take a closer look and imagine the bull market?"

"Bull market!" Hearing this long-lost word, Lin Tingzong was stunned for a moment before coming back to his senses. "After six consecutive years of continuous bear market ravages, trillions of hold-up orders have accumulated in the market, coupled with the continuous blood pumping of IPOs, I’m afraid it’s not that easy with all kinds of market chaos without order, right?”

"We still have to have dreams, what if they come true?" Su Yu said with a smile, "I have been pessimistic for six years. Now that we can see a glimmer of light in the darkness, why not be optimistic?"

"Haha, what Mr. Su said makes sense!" In Su Yu's final conclusion, Qi Shi, chairman of Oriental Fortune Group, accompanied by its general manager Zheng Likun, walked into Su Yu's side, smiled and extended his hand, "Famous It's better to see Mr. Su in high spirits and a young and heroic figure!"

Su Yu took a closer look at this future financial giant, smiled and stretched out his hand to shake his hand, and said, "Mr. Qi praised me very much. I am also very fond of Mr. Qi's name!"

"Haha, Mr. Su is so polite." Qi Shi said with a smile, "Mr. Su can come to attend the meeting today, which is really a great honor for me, Qi. It can be said to be a great success!"

After the two exchanged simple polite greetings...

Qi Shi said with a smile: "It is really admirable to hear Mr. Su's heroic conclusion on 'financial technology' and 'bull market' just now. In fact, our 'Oriental Fortune Group' is also based on serving the public and letting technology change Finance, a development policy that makes investing easier, is operating.”

"This round, I asked Mr. Zheng to convene all the big guys in the asset management and investment industry. Firstly, it is to allow everyone to communicate better, and secondly, I want to cooperate with each other."

With that said, Qi Shi plans to develop a fund trading section based on the existing investor groups of the Oriental Fortune website. He tells everyone his simple request. Naturally, he provides fund products for various asset management institutions. Develop a traffic entrance to facilitate the subscription and sales of various funds, but at the same time... the website must also extract corresponding commission income.

Regarding this idea proposed by Qi Shi...

The product managers of various private equity and public equity funds are naturally happy to see and participate.

After all, the current financial trading market is cold and fund products are difficult to sell. It is a great blessing for them to have a precisely positioned traffic entrance to directly access it.

Of course, Su Yu was not very interested in this. After all, he had no worries about selling the two fund products he managed.

On the contrary, Qi Shi tried his best to invite the fund products managed by Su Yu to join and open the traffic entrance for him for free. Of course... Qi Shi also wanted to use the name of the two fund products managed by Su Yu to attract more people. A large number of investor groups have settled on the 'Oriental Fortune' trading platform.

After Qi Shi's lobbying, everyone basically agreed to his proposal.

After the win-win proposal was reached, when everyone turned the topic back to the market investment field, Su Yu's bull market judgment began to be increasingly fermented among major institutional investment groups, attracting more attention and discussion.

"The position determines the opinion, Mr. Su, if the fund product you are managing at the moment is in a short position, the opinion will be different, right?"

"If the market ecology does not change, it will be difficult to have a bull market!"

"I still remember the start of the bull market from 2005 to 2007. The final outcome was the implementation of the 'share-trading reform', which changed the basic environment and ecology of the stock market, and only then did it get out of the reversal pattern. Now... despite the so-called There is a glimmer of hope for a reversal in the macroeconomic, financial and emotional aspects, but there is still no movement in terms of basic market ecological changes. It is too optimistic at this time... I dare not agree, no matter how I agree!"

"Is Mr. Su too optimistic? Let alone the bull-bear line of 2,500 points, whether the index can truly stand firm at 2,200 points is still a question!"

"The emerging 'Internet financial management' has broken the basic threshold of credit and also revitalized the entire off-site private capital. It is estimated that the funds accumulated in this field have exceeded 100 billion. Such a huge scale has occupied a huge market. Incremental funds, the lack of this part of funds, Mr. Su must have not considered the impact of incremental funds on the market just now, right? Even if the central bank relaxes monetary policy and releases liquidity, under the current situation, it will be difficult to flow. Are you going to join the stock market?"

"Although the IPO market is currently temporarily suspended, it is only a matter of time before it restarts again!"

"There are not many positives expected, but there are many negatives. It is difficult for the index to reverse and break through 2,500 points in one fell swoop!"

"Mr. Su is not worried about the market's subsequent trend after buying the whole position, and wants to go long publicly and trick us all into carrying the sedan and taking over the orders for you, right?"

Amidst the heated discussions...

Su Yu held the wine glass and looked at the numerous private equity and public equity institutional investment groups gathered around him with a smile, questioning, hesitating, refuting, scorning, or ridiculing. He was not angry at all in his heart. Instead, he looked around at everyone and smiled. He raised the wine glass in his hand and said to these people: "Someone said that even if the market's wealth code was placed in front of him and within his reach, he would not believe it. I think this is right. "

"Whether it's a rebound or a reversal, it doesn't matter..."

Su Yu paused and continued with a smile: "The important thing is that I hope that everyone can remain calm and calm after the May Day, as the market continues to break through, and watch the index hit 2,500 points. Continue to remain indifferent. If... you really have such determination, then I admire you from the bottom of my heart. Of course, if you don't have such determination... then I also welcome you to come and carry my sedan chair at any time after the festival. "

After saying that, Su Yu drank the glass of red wine in his hand with a smile, and then walked straight out of the crowd, gradually walking away under the astonished eyes of everyone.

"Arrogant, too arrogant!"

Seeing Su Yu's arrogant remarks just now, someone among the gathered institutional investors said angrily.

"Indeed, it's so arrogant. He thinks... he is really the god of this market? Investment is a long-distance race. Without five or ten years of investment experience, how can you verify real gold? This guy has only been in the market for more than two years. Experience in the industry, right? He thinks that he has seized one or two waves of opportunities in the market and was brought to the forefront by the market, and he is a stock god? Haha... Where is this? "

"The pig flying on the wind outlet really thought he could fly. In fact, when the wind stopped, the only consequence was that he would fall to his death. I wonder how arrogant he can be."

"The higher you climb, the harder you fall. How can there be any god in this market?"

"Haha... He's still young. Let's see, the cruelty of this market will teach him what real investment is."

"The expansion of mentality is the biggest enemy in this market. Just watch... This young man is destined not to go far. Who can have the last laugh and survive longer in the financial trading market is the most important thing. What does it mean if your performance explodes?"

Many veterans in the industry who relied on their veterans and many new fund managers in the industry who were not convinced by Mr. Su all made sarcastic comments under Su Yu's arrogant words.

Faced with these words, Su Yuquan pretended not to hear them and laughed them all off.

Because he knows that the true trend of the financial market will not change according to human will. The subsequent changes in the market will teach these guys how to behave.