Rebirth of the investment era

But he also knew that this was not the right time.

So, I stabilized my mind, washed myself briefly, and entered the room alone.

The next day, May 2, when Su Yu woke up, the record of his speech at the 'Oriental Fortune Investment Exchange Party' last night had been compiled into a document topic by the relevant staff of the organizer of the Oriental Fortune website and published on on the homepage of the Oriental Fortune website.

And once this topic is published.

That is to say, it caused an uproar in the Oriental Fortune Stock Forum, other online stock forums, stock discussion communities, stock discussion posts, and discussion communities on various financial news media websites, and instantly became a hot topic in the domestic financial circle and investment circles. , and also attracted a large amount of traffic to the Oriental Fortune website.

"Bull market? Is this the first time Mr. Su has spoken out about the bull market in public?"

In the discussion among investor groups on the entire Internet, someone made a surprised and excited voice: "Even Mr. Su publicly announced that the bull market has begun. It is estimated that the bull market in the market is really coming!"

"Macro analysis, financial aspect, emotional aspect... I think Mr. Su's analysis is very good."

"Whether it is the starting point of a bull market or not, it is obvious that the funds managed by Mr. Su are all long. This has proven Mr. Su's attitude of being bullish on the market outlook."

"Damn it, it's rare for Mr. Su to speak so clearly. I'm so excited."

"Haha, based on President Su's words, the market must rise to the limit after the holiday. The two core themes of 'infrastructure' and 'state-owned enterprise reform' will continue to play music and dance."

"The U.S. stock market rebounded sharply the night before last night. Last night, President Su made a public speech and sang bullish on the market. There were good news in the direction of 'state-owned enterprise reform'... I thought that the market news would not be better during the holidays, but I never thought that a series of them turned out to be... It’s good news, now it’s really a full position to eat meat, and a short position or a light position to suffer.”

"Damn it, there are so many benefits as soon as I open my eyes. If I had known, I would have lowered my position before the holiday!"

"Hey, I feel bad. I hesitated to buy before the holiday."

"Mr. Su's speech can be said to go straight to the core of the market situation. What I didn't say is that Mr. Su never loses money to retail investors. I will raise money to add to my position."

"Haha... I just said that after the 2200 point is crossed, the space for the index to rise will definitely open up."

"Finally, Mr. Su has the same idea as me."

"2200 points is definitely the starting point of the bull market."

"The market has been bearish for 6 years, so it's time for a bull market, right? Haha... It's good, it's good. As expected, there will be meat to eat with Mr. Su!"

"I remember that in June last year, Mr. Su also published an ambitious article predicting the market. Does anyone have the original article? Could you please post it? I remember that Mr. Su also mentioned the bull market at that time."

"Indeed, at the end of June last year, after the money shortage crisis broke out, Mr. Su also said this."

"But almost a year has passed, and the market is still not bullish!"

"Although the index is still stagnant, last year since President Su's announcement, the market has been on a bullish streak for half a year, and during that half-year, the GEM index almost doubled."

"Whether it's a real bull market or not, with Mr. Su's full position, there's a high probability that you won't lose money by following the trend."

"The index broke through the box and fluctuated. Mr. Su was strongly bullish on the market outlook. However, the market's negative effects were exhausted and the positive benefits gradually arrived. In addition, in the past half month, institutional groups have actively increased their positions... This series of signals, although it does not mean that the bull market is coming. But it at least shows that the market’s long-short pattern has changed.”

"Yes, yes, the market's long-short pattern has obviously changed."

"In any case, Mr. Su's words should be more reliable than those of institutional analysts and chief investment advisors of securities firms."

"Nonsense, can those guys compare to Mr. Su?"

"Follow the trend early and make money early. Regardless of whether there is a bull market or not, it is always right to follow Mr. Su in stock trading."

"I have been following Mr. Su's 'Wealth Road' for a long time. The day after Mr. Su's 'Wealth Road' appeared on the Dragon Tiger List, I followed the trend and bought it. Hehe... As expected, up to now, I have made a profit of 21% from my full position. Not only did we make up for all the losses at the beginning of this year, but we also made some profits. I can only say that... Mr. Su’s judgment on the market situation is really awesome and I have to accept it.”

"Damn it, it's full of people, you're so awesome!"

"If you don't dare to follow Mr. Su's orders, then stop speculating in stocks as soon as possible."

"As soon as Mr. Su's heroic article came out, the market sentiment was so hot. I feel that the index will definitely open significantly higher next Monday."

"It doesn't matter whether the index is high or not. I'm worried that Beixin Road and Bridge will hit the daily limit again, and I won't be able to buy it at all. Alas... I actually bought a seat on the Beixin Road and Bridge Dragon and Tiger List after Mr. Su's seat appeared. I immediately followed, but I couldn’t catch it, and now I really regret it.”

"I also feel that the Beixin Road and Bridge will be flat again next Monday."

"Hehe, I actually grabbed half of the chips when Beixin Luqiao reached its daily limit before the holiday."

"Although Beixin Road and Bridge is the leader in the two core themes of 'infrastructure' and 'state-owned enterprise reform,' other stocks are not far behind, right? Mr. Su's holdings in concept stocks include more than one stock."

"Yes, yes, next Monday, if you can't grab Beixin Road and Bridge, you'll grab Shibei Hi-Tech and Kumho Group."

"What about China Railway and China Metallurgical? I think these two are good, and Mr. Su's holdings on these two checks exceed 1 billion!"

"It's really good, but the plate is too big. If it continues to rise, no one except big financial institutions can pull it, right? Relatively speaking, there are still small and medium-sized 'infrastructure', which have Mr. Su's position concept and active hot money. Stocks with the main concept of 'state-owned enterprise reform' are more flexible."

The extremely heated discussion spread all over the Internet...

At the same time, as the discussion on these topics spreads, the majority of investor groups continue to have high confidence and expectations for the development of the market outlook.

"As soon as his words were spoken, there was an uproar of voices, and market confidence was reversed in an instant. Lao Zhang, personally speaking, this kind of influence is unique in the industry, right?" The vast number of investors in the entire market were all praised. Affected by Su Yu's bull market remarks, he was excited and looked forward to the opening performance of the market after the holiday. In a quiet tea room in Yanjing, Liao Guanghua, general manager of the proprietary investment business department of Huashang Securities, picked up the teacup and took a sip. After one sip, he noticed all the bustling phenomena in the market. He smiled at the tea friend sitting opposite him, Zhang Guangnian, the chief analyst of Huashang Securities Market, and said with a genuine smile, "Young hero, high-spirited, responding to hundreds of calls, amazing, amazing!"

"Old Liao, are you envious?" Zhang Guangnian asked with a smile.

Liao Guanghua responded: "Aren't you envious? With tens of billions of capital in hand, he is well-received in the domestic financial community. I don't believe you are not envious of this reputation and energy."

Zhang Guangnian chuckled and said: "If I were twenty years younger, I would definitely be envious, but now...it's better to be ordinary. After all, I don't have the fighting spirit like you, but this young man is really amazing. His words I have read the conclusion of the 'Bull Market Theory' and it is a good analysis."

"Do you also think that the direction of monetary policy on the macro level will most likely change?" Liao Guanghua asked.

Zhang Guangnian responded: “If the inflation data continues to fall in the next quarter, and the Federal Reserve slows down its rate hike, the central bank may adjust the direction of monetary policy if internal and external conditions are suitable. Of course... everyone is currently concerned about this. Expectations are still low.”

"But..."

Zhang Guangnian smiled and continued: "The IPO plan has been frustrated again and again, and the direct financing channels are sluggish, which will only increase the pressure on all aspects of the economy. Therefore, at the current stage, the regulators should have a strong desire to create a bull market. , which should promote some changes in policy direction."

"From the perspective of the regulatory authorities, I also feel this way." Liao Guanghua said, "But as for the central bank, it is extremely difficult for the central bank to make a substantial shift in monetary policy. After all, based on the actual situation, the central bank made changes in June and December last year. In the two 'bank money shortage' crises in September, liquidity was only released on a small scale, and there was no thought of lowering interest rates and reserve requirements. Now... the internal and external situation is not more optimistic than then, I am afraid it is full of difficulties. In the current market, among everyone Therefore, there is no expectation in this regard, and I also feel that the actual situation of the central bank cutting interest rates and lowering reserve requirements is not mature."

"So... do you think this guy named Su is still too optimistic in his analysis?" Zhang Guangnian asked with a smile.

"It seems too optimistic." Liao Guanghua chuckled, "But the market at this time really needs someone as optimistic and influential as him to speak out."

"after all……"

Liao Guanghua paused and continued: "Bull market, bear market, shock market...all kinds of trend patterns are caused by the joint efforts of the market, rather than predicted."

"The current market confidence is insufficient and incremental funds are limited."

"At this time, if we raise the tone a little higher, raise everyone's confidence and expectations, and take advantage of the market's good continued money-making effect, maybe we can get out of the bull market even if there is no bull market."

Zhang Guangnian nodded and said: "From the perspective of market sentiment, this is also true. At this time, confidence is indeed more important than gold."

"Yeah!" Liao Guanghua responded, "What this guy named Su said is really worth ten thousand taels of gold."

"Haha..." Zhang Guangnian laughed, "One word is worth a thousand pieces of gold!"

"However, there are still some traces of speculation based on market sentiment." Liao Guanghua paused for a while and then said, "This kid has a bright future, but the premise is that he does not go astray."

Zhang Guangnian said: "There is no explicit mention of individual stocks in public, so the impact is not big. Moreover, within the current regulatory authorities, leaders are working on how to heat up the market, thereby restarting the IPO plan and further opening up and accelerating direct financing in the market." scale, with the help of the capital market, to deepen the process of "state-owned enterprise reform" and promote the further securitization of state-owned assets in the macro direction. This guy named Su's remarks and actions to stir up market sentiment can be said to be unintentional. The good thing is, I thought about it in people's hearts, so... the leaders will definitely not care about it, and they may even let it go on the surface, but may secretly encourage it behind their backs."

And just as Zhang Guangnian expected...

At this moment, when they were talking to each other about Su Yu-related topics, they were in another pure teahouse in the Magic City.

A middle-aged man finished reading the overwhelming discussion on Su Yu's "Bull Market Theory" on the Internet. He smiled and said to another middle-aged man sitting opposite: "Not bad, not bad. This guy finally solved the problem that troubles us." A big problem, it has greatly improved the confidence of market investors in the market outlook, Lao Chen... It seems that in May, the work of the issuance review committee can start again."

"Old Fang, why don't you wait a moment?" the middle-aged man named Chen said with some hesitation.

Lao Fang pondered for a moment and responded: "When a new leader takes office, he always needs three firepowers, and the leaders above have assigned very heavy tasks to our CSRC this year. Time waits for no one!"

"But the mood has only recovered a little bit." Lao Chen said, "When our IPO review committee moved, we were afraid that the market sentiment would be knocked back directly. Last year, when the IPO was restarted at the end of the year, the market plummeted for more than three months, almost touching the level of last year. At the low point during the money shortage, investors directly voted for us with their feet. This time... I suggest it is better to be more cautious, Lao Fang... It is not easy to restore market confidence. This is a moment when confidence is more valuable than gold!"

"Of course, there is really no other way. If you need to restart quickly..."

"I suggest that you have to hedge against the favorable market conditions accordingly. Otherwise, the majority of investors in the market will continue to vote with their feet."

"The market IPO restart plan has been repeated several times. If it is repeated again, I am afraid it will have a greater impact on market confidence."

"Then let's study some good hedging news!" Lao Fang was silent for a while and said, "When the holiday is over, I will discuss it with the leader."

"Okay!" Lao Chen nodded slightly, "Try to delay it as much as possible, so that the market rebound can last longer and increase market turnover and confidence. Otherwise, the market will be uncomfortable, we will be uncomfortable, and the companies waiting in line will also be uncomfortable, everyone. It won’t feel good.”

Lao Fang said: "I'll try my best! Oh, by the way... What do you think of this boy named Su?"

"He is a good prospect." Lao Chen said, "There are only a handful of people in the domestic asset management industry who can do what he does."

"Well!" Lao Fang nodded slightly and said, "The key is to understand the situation, know the key points and difficulties of the market, and be able to clearly grasp the main pulse of the market. It is really amazing. If it weren't for this guy who really has no background, after passing the transaction supervision department I can’t find anything out, and I really suspect that he is operating based on inside information.”

"Haha, inside information?" Lao Chen chuckled and said, "Those guys who operate inside information are not as sharp and decisive as he is on the market, and I still remember this guy's plan for Shanghai Stock Exchange last year." During the trade zone, the news was more than half a month ahead of those who got insider information in the market!"

"It seems that you are very optimistic about him?" Lao Fang said with a smile.

Old Chen smiled and said: "It is rare for domestic talents to be produced, which is indeed something to be happy about. Of course, if this kid goes astray one day and violates laws and disciplines, it will naturally not be tolerated. It is... a private equity platform, It feels like it’s a little too small for him.”

"If you have any ideas, you might as well say so." Lao Fang said.

"There are some things that I shouldn't say." Old Chen smiled, "Let's observe first. If someone above is really paying attention, they should take action."

Lao Fang pondered for a moment, and probably knew what he meant. He smiled and continued: "The pension fund is planning to enter the market. There are not many talents in our asset management system, and not many can take on important responsibilities. According to the What you said... If someone above pays special attention, I think something will be done soon, and we don’t need to worry about it. Maybe this kid’s future future and achievements will be far greater than ours."