Rebirth of the investment era

"This morning, the market price of the 'film and television media' line changed, which is very unusual!" Lin Tingzong pondered for a long time, tilted his head and said to the company's general manager Gu Chijiang, "There must be some major benefits for this line, and This is good news that will have a significant impact on the development of the industry.”

"Oh, how come you see it?" Gu Chijiang asked curiously.

Lin Tingzong said with a smile: "Funds, the main force of market attacks, cannot deceive anyone. Look at the 'film and television media' line, which started to change at 10:53 in the morning, such as Enlight Media, Huayi Brothers, LeTV, Huace For stocks with extremely strong performance such as Film and Television, Yanjing Culture, and Ciwen Media, buying funds are basically unilaterally rushing to raise funds, and the stock prices have risen, which is quite decisive and sharp."

"Look at the intraday trends of these stocks, whether it is the pressure level of the stock price or other key high-volume positions on the time-sharing chart."

"Basically, it just passed in a straight line without any pause or repetition."

“This fully shows that when the funds on the market attack these stocks, they never consider the cost of building positions and following the trend. In other words, the main funds involved in the speculation of this line have a very clear and decisive attitude towards raising funds. , this is enough to show that there is absolutely huge good information hidden in the line of 'Film and Television Media' that has not yet been announced. It also shows that at this stage, in the line of 'Film and Television Media', many core stocks are competing for chips. In terms of the main capital for the attack, it is quite cheap.”

"Mr. Gu..."

"On this line, if my guess is correct, there is still huge potential for the market to explode in the future."

"In the past, we were unable to keep up with the funding of the 'Yuhang Department' on the two main lines of 'infrastructure' and 'military industry', which resulted in relatively passive positions in this area, so I am thinking... about the fact that we did not take advantage of To relatively low-cost, high-quality chip stocks, that is, we hold relatively weak stocks in the main line areas of 'infrastructure' and 'military industry'. It is better to take profits and sell them in time, which are related to the line of 'film and television media' that just broke out. Core concept stocks, change positions.”

Gu Chijiang heard Lin Tingzong's words, thought for a moment, and responded: "Your idea is good, but the 'film and television media' line has exploded like this, and we did not seize the opportunity in advance. At this time To adjust positions and exchange shares, I’m afraid I have to chase the high price and buy, which is equally passive!”

"But according to my judgment, the flexibility of the 'film and television media' line is probably better than that of the 'infrastructure' and 'military industry' lines." Lin Tingzong said, "In addition, this line has just exploded, and The overall valuation level, technical trends... and a series of other factors, compared with the main line of 'big infrastructure' that has completed the first round of speculation and the main line of 'military industry' that has gone ahead several days, in The expected level of hype is probably better."

"Let's see what news changes there are at noon." Gu Chijiang thought for a while and responded, "The Shanghai Stock Exchange Index has been unable to reach 2,300 points. I always think it is a hidden danger."

To be honest, he believed in Lin Tingzong's market judgment.

However, at this time, the macroeconomic trend of the index is still unclear, and the news of the ‘film and television media’ line is not clear either. At this time, radical position adjustment will bring great uncertainty, and relative risks still exist.

"The Shanghai Stock Index is under pressure at 2,300 points." Lin Tingzong responded, "But the market investment sentiment has been relatively restored. At the same time, the support at the top of the box at 2,200 points has also been proven. At present, it is just a reorganization of the market chip structure, etc. The main line of market conditions has become clearer, the chip structure adjustment has been completed, and the index has exceeded 2,300 points. It is only a matter of time. In terms of macro news, regulators have been releasing good news to the market. The external market trend does not seem optimistic, but last week Wu also stabilized the support at key points.”

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"With the support of these total positive factors, there is basically no room for the index to fall."

"At the same time, from the perspective of market transactions, it can also be clearly seen in the changes in the amount of funds on the market... Even though the index has stopped fluctuating, the overall market transaction funds still show a net inflow trend, which shows that all parties The main funds are still firmly optimistic about the market outlook."

"Of course, the current news on the 'film and television media' line is indeed not clear."

"But because the news is not clear, the majority of investors in the market have inconsistent expectations for this line, and we have a relatively appropriate time to intervene."

"If the news about this line is completely clear, then the expectations of the majority of investors in the market for this line will become relatively consistent, and it will be difficult for us to buy relatively cheap chips. The two main lines of infrastructure and military industry are in the same hype stage."

"Mr. Gu..."

Lin Tingzong paused for a moment, thought for a moment, and then continued: "If our company wants to develop, truly gain a foothold in the Yuhang financial community, and even the domestic financial community, and get rid of its dependence on the investment funds of 'Pengyuan Real Estate', it must We have to achieve relatively excellent performance with our newly established fund product, build up our company's reputation in the asset management industry, and attract more investors to invest in the fund products we will subsequently develop."

"In the asset management industry, especially the private equity fund industry."

“Only solid performance is the foundation of a company.”

"And this...I think this is also the real reason why the company 'Yuhang Investment' has been able to reach the scale it is today in just one year."

"It is true that Mr. Su from the 'Yu Hang Department' is a trading genius in today's financial trading market."

"But our goal is not to compare with the 'Yuhang Series'. We only need to rank the performance of new fund products at the top of the annual private equity fund performance list, which is enough to attract many investors."

"And this... I believe that as the market gradually improves and the market's money-making effect gradually becomes clear, it is not difficult as long as we respond appropriately and can decisively seize one or two opportunities."

Lin Tingzong still stays at Jingda Investment.

First, Gu Chijiang was really kind to him and trusted him; second, he was really ambitious and wanted to take the asset management business of 'Jingda Investment' to a higher level, and to This is famous in the financial circles of Yuhang and even the domestic financial circles.

"How confident are you about the 'film and television media' line?" After Lin Tingzong's persuasion, Gu Chijiang was silent for a while and asked.

For several consecutive years, the company's asset management business has been stagnant.

In addition, in the past six months, the company's largest investor 'Pengyuan Real Estate' has been continuously withdrawing capital. At the same time, Pengyuan Real Estate is competing with its competitor 'Kumho Group' in the newly planned 'Qianjiang New District' area. , is gradually approaching a fever pitch, and it seems that the cash flow has been completely withdrawn, and he is ready to completely give up the 'Jingda Investment' business he is in charge of.

Therefore, facing the drastic changes that the company is about to usher in.

As Lin Tingzong said, he also wants to completely get rid of his dependence on 'Pengyuan Real Estate' and make 'Jingda Investment' completely independent from the 'Pengyuan Real Estate' group system. This is also based on the connections between the two of them. The reason why he finally managed to attract new investment and established a new fund with a scale of only RMB 500 million was due to his connections.

As for how to make "Jingda Investment" truly independent and gain a firm foothold in the Yuhang asset management industry and even the national financial industry after losing the support of "Pengyuan Real Estate".

Then we can really only look at the performance trend of this new fund product that has placed the hopes of two people at the same time.

That is to say, because this new fund product is crucial to the future development of the company, Gu Chijiang was hesitant in choosing key opportunities. As a result, Gu Chijiang has missed many market prices since the establishment of this new fund product. The best time to intervene.

And after several missed opportunities.

This also led to the fact that even though this new fund product made no mistakes in the overall investment direction, its performance was mediocre and did not exceed the expectations of investors who invested in this fund product at the time, let alone attract many other investors outside the market. focus of the group.

At the same time, the performance of the new fund has not yet met psychological expectations.

Therefore, at this moment, faced with the new opportunities emerging in the market, Lin Tingzong was so excited and radical that he wanted to adjust his position in time and get heavily involved in the field of "film and television media".

"80% sure!" Lin Tingzong weighed for a long time and responded.

When Gu Chijiang heard the figure '80%', he knew that Lin Tingzong was full of confidence, so he only pondered for a moment, nodded, and said: "Okay, in that case, when the market opens this afternoon... I will follow what you just said. Let’s adjust positions on the ‘Future No. 1’ fund product!”

Lin Tingzong was very happy when he saw Gu Chijiang agreeing, and was about to respond with a smile.

At this time, behind him, Liu Jun, the trading team leader who was still reviewing the trading seriously, who had also not left the trading room, suddenly exclaimed and hurriedly reported to the two leaders of the company: "Mr. Gu, Mr. Lin, 'Film and Television Media' The good news related to the morning riot on this line has completely exploded."

"What news?" Lin Tingzong was surprised and asked hurriedly.

Liu Jun glanced at the huge piece of good news that suddenly popped up on the computer screen, and narrated: "According to the news, after unanimous discussion at an internal meeting, seven departments including the Ministry of Finance, the National Development and Reform Commission, and the State Administration of Press, Publication, Radio, Film and Television have just jointly released the "About "Notice of Opinions on Several Economic Policies to Support the Development of Films", which clarifies various opinions and regulations on the joint support of the domestic film and film and television industries by multiple national ministries and commissions."

As he said that, Liu Jun hurriedly read out several important "opinion notices".

"Jointly released by seven ministries and commissions?" After listening to Liu Jun's report, Gu Chijiang instantly leaned in front of the computer, clicked on the good news that suddenly popped up in the financial news, scanned it carefully, and then sighed in shock, " This is truly the first time that multiple ministries and commissions in the country have jointly supported the film and television industry. No wonder the morning approaching midday, Huace Film and Television, Wasu Media, Phoenix Media, Boshi Media, Shengda Media, Zhejiang Digital Culture, Yanjing Culture, Cultural Investment Holdings, Ciwen Media, LeTV, Guangguang Media, Huayi Brothers...this large number of stocks related to the 'film and television media' industry, the main funds are so aggressive."

"Hey..." While Gu Chijiang's face was full of shock and he kept sighing, Lin Tingzong, who was also lying in front of the computer, sighed softly and said with regret, "It would be better if the news came out a few hours later. Mr. Gu... we are still slow to react. After the announcement of this major piece of good news, the market opened in the afternoon. The 'film and television media' line, especially the main business stocks such as 'film and television production, distribution, theater lines', etc. I’m afraid it will be difficult to have a big buying opportunity.”

Seven ministries and commissions jointly issued opinions to support an industry in a targeted manner.

This is basically an immeasurable benefit to the future fundamental changes of an industry.

In other words, as soon as this piece of good news came out, even investors who knew nothing about investment knew that the spring of the film and television media industry was coming, and they also knew that this would be a big deal for the stocks related to the film and television media industry. Good news, but under such circumstances...it is basically unrealistic to want cheap chips.

When Gu Chijiang heard Lin Tingzong's words, he also reacted. He was stunned and felt helpless, and said: "There is no other way but to intervene when the opportunity arises. This news is for the entire 'film and television media' industry. This should be a huge benefit and a long-term benefit in terms of policy direction.”

"According to what you said..."

"This is not a short-term emotional hype market, but a magnificent and sustained mainline market."

"As long as it is the main line market, the market trend cannot last for a short period of two or three days. Although you cannot buy cheap enough chips, it is still possible to buy relatively cheap chips during the first chip divergence stage. "

"Yeah!" Lin Tingzong nodded and replied, "As of now, that's all it can do."

"Actually..." Liu Jun, the trading team leader standing aside, suddenly said softly, "Such good news will have a great impact on the entire industry chain. In the first stage of the morning, when the news was still hazy, , the main funds are focused on core stocks of 'film and television' with relatively pure concepts, but we can extend the layout of the industry chain, such as celebrity participation, indirect celebrity shareholding of stocks in the 'film and television media' field, and strong correlation with the film and television industry Brokerage business, new media business, online video business and other business companies can actually participate in the layout. Moreover, the current stock prices of these fringe stocks with less pure concepts are still at low levels. We should not intervene if we intervene. It would be too restrictive.”

"It makes sense!" Gu Chijiang's eyes lit up.

Originally, he had doubts about the market situation of the 'film and television media' line, but now... As soon as the big and good news came out, and it was the 'joint voice of seven ministries and commissions' that was beyond the expectation of everyone in the market, he instantly I am confident about the future market trend of the 'Film and Television Media' line.

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