Reborn IT Giant

“Of course, we still have to ensure that there are sufficient circulating shares in the market so that a virtuous cycle can be formed.

"As for the stock investment fund invested by Yanhuang, when the Cisco incident is over, the Japanese stock market will probably be closed. At that time, I will give you two billion in funds. As for how to invest, I believe in your vision."

Speaking of the Internet industry, Zheng Yan is very familiar with the development trajectory of the next twenty years. But for the stock market, Zheng Yan only knows a few major historical events.

Unless there is another opportunity like the Japanese stock market crash, Zheng Yan is not prepared to interfere with Bill Miller's investment.

Zheng Yan did not want Bill Miller to make wrong judgments when investing because of his misleading.

"No, Zheng Yan, I still want to hear your opinion. At least I don't have the courage to short the Nikkei Index, let alone your vision."

"You also know that because of the collapse of the Japanese stock market, investors around the world are wary of the stock market. Now I am also a little unsure."

"Although you don't interfere with my investment, I don't want my first investment in Yanhuang to end in failure."

Bill Miller has already determined that Zheng Yan has a keen insight into the changes in the stock market. But he has no idea that Zheng Yan only relies on his foresight advantage. When it comes to professionalism, he is not even as good as a newly graduated college student.

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Although it felt a bit like rushing a duck to the shelves, Zheng Yan also understood that he had to reveal something, otherwise Bill Miller would not give up.

"Bill, your future investments must be mainly concentrated on Wall Street, right?"

When Zheng Yan saw Bill Miller nodding, he continued: "I can't say for certain details, but in my opinion, the U.S. stock market should continue to rise in the next few years."

"In fact, the United States was the ultimate beneficiary of the collapse of the Japanese stock market. Before the collapse of the Japanese stock market, Japanese consortiums aggressively acquired American companies and real estate, which brought a large amount of funds to the United States."

"At the same time, because the crash was so violent, many Japanese consortiums had to sell these companies and real estate in exchange for funds in an attempt to tide over the difficulties.

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"In this process of buying and selling, Japanese companies suffered huge losses. However, American companies became the final beneficiaries."

"The reason why I know the situation in Japan is because I have always cooperated with Sony, but I don't know the situation in the United States. But before that, there must be a certain bubble in the U.S. economy."

"However, because of the crazy actions of the Japanese consortium, while they are paying for their own country's economic bubble, they are also paying for the U.S. economic bubble."

"Therefore, we can basically conclude that the current economic situation in the United States is very good."

Although Zheng Yan doesn't know the specific situation, he has simple memories of some things.

The reason why Japan's stock market and real estate market have experienced skyrocketing growth can be said to have been imposed on Japan by the United States.

Because of the "Plaza Accord" in 1985, the value of the Japanese yen has risen at a rate of 15% per year. This has created a situation where international investment capital can make steady profits without losing money when investing in the Japanese stock market and real estate market.

The biggest problem in the United States was the huge fiscal deficit. However, the United States took advantage of the bursting of Japan's economic bubble and went crazy to shear sheep, prompting a large amount of capital to flow back and easing the pressure on the United States.

Zheng Yan used his own memory and combined with the actual situation he knew to make a simple analysis of the economic forms of the United States and Japan, but he did not mention the direction of future investment. This made Bill Miller very dissatisfied.

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"Oh Zheng Yan, of course I understand what you are saying. However, investors are obviously less enthusiastic about the stock market at present. I hope to get some advice from you on the next investment direction."

As the controller of a stock fund and a successful investor, Bill Miller pays far more attention to the world's economic environment than Zheng Yan.

After all, he does not have Zheng Yan's advantages, and investment in the stock market is too risky. Of course, there is no room for sloppiness. Each investment will be analyzed thousands of times.

What Zheng Yan said can already be found in major financial magazines, and there is really nothing new about it.

Zheng Yan also knew that if he didn't get some dry goods, he would be very

It's hard to satisfy Bill Miller.

"Bill, actually I think there is no need to say more about my point of view. Can't you see anything through my investment in Cisco this time?"

The Internet and Internet-related industries will definitely be a sure-profit investment direction in the next twenty years. Therefore, Zheng Yan is not worried that his recommendations will make mistakes.

Currently, the most promising companies are Microsoft and Apple. However, Apple's stock price has been falling due to Steve Jobs' exit. Zheng Yan has no plans to invest for the time being.

"Of course I know you are optimistic about the Internet industry, but if my guess is right, the next Yanhuang Investment will definitely have an investment fund specifically focused on this aspect. I think there is no need for us to waste energy on the same thing."

The rise of the Internet industry has begun to take shape. Ever since Microsoft created the first Internet myth, countless people have focused on this big piece of cake. However, other investors are not as clear-cut as Zheng Yan in the choice of direction.

Moreover, Bill Miller does not think that he can surpass Zheng Yan in this regard. His past stock market investments were all based on market analysis, and he did not invest in the future of a company like Zheng Yan did.

"Bill, you are wrong. As you said, there will be a venture capital department in the future, and I will be responsible for it. But I will never invest in this area without major changes.

Take action."

"In this case, the benefits arising from the fluctuations in the stock market have nothing to do with us. In addition, my energy is limited after all, and it is impossible to take care of all the companies."

"In short, I still say the same thing. I believe in your vision. As long as you think it will be profitable, then feel free to do it."

"In addition, I can also tell you about the industries I am optimistic about. In the next twenty years, in addition to the Internet industry, the automotive industry, energy and pharmaceutical industries, I think are all good investment directions."

"But it's up to you to decide how to invest."

After Zheng Yan finished speaking, he kept silent. Bill Miller also understood that this was all Zheng Yan could reveal, and he had no intention of continuing to get to the bottom of it.