The investment era of rebirth

Chapter 495 ‘Jingda Investment’ in Fission!

"This morning, the market price of the 'film and television media' line changed, which is very unusual!" Lin Tingzong thought for a long time and turned to the company's general manager Gu Chijiang and said, "This line must have some major benefits, and

This is good news that has a significant impact on the development of the industry."

"Oh, how come you can 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. Starting from 10:53 in the morning, there have been changes, such as Enlight Media, Huayi Brothers, LeTV, Huace

For stocks such as Film and Television, Yanjing Culture, and Ciwen Media, which are performing extremely strongly, 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 heavy volume positions on the time-sharing chart."

"Basically, there was no pause or repetition, just a straight line."

"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 market explosions in the future."

"In the past, we were on the two main lines of 'infrastructure' and 'military industry' and did not keep up with the pace of the 'Yu Hang Department' funds immediately, resulting in relatively passive positions in this area, so I am thinking... about the fact that we did not take advantage of

To relatively cheap, high-quality chip stocks, that is, we hold relatively weak stocks in the main line fields of 'infrastructure' and 'military industry'. It is better to stop profit and sell them in time, which are related to the line of 'film and television media' that just broke out.

Core concept stocks, exchange 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

If you want to adjust positions and exchange shares, I’m afraid you have to chase the high price and buy, which is just as passive!”

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

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

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.

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

Lin Tingzong still stays at Jingda Investment.

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 missed many market prices in a row since the establishment of this new fund product.

The best time to intervene.

"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 will be enough to attract many investors."

"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 various channels

The main funds are still firmly optimistic about the market outlook."

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".

"But according to my judgment, the flexibility of the 'film and television media' line is probably better than the two lines of 'infrastructure' and 'military industry.'" 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."

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 take it to the next level.

This is famous in the financial circles of Yuhang and even the domestic financial circles.

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

"Jointly released by seven ministries and commissions?" After listening to Liu Jun's report, Gu Chijiang instantly leaned in front of the computer, pointed out the good news that suddenly popped up in the financial news, scanned it carefully, and then sighed in shock, "

This is really the first time that multiple ministries and commissions in the country have jointly supported the film and television industry. No wonder it is approaching midday in the morning. 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 capital attack is so strong."

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 through his connections was to establish a new fund with a scale of only RMB 500 million.

"The Shanghai Stock Index is under pressure at 2,300 points." Lin Tingzong responded, "But the market investment sentiment has been relatively restored, and the support at the top of the box at 2,200 points has also been proven. Currently, 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 continuously 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.”

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

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

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, nor did it attract the attention of many other investors outside the market.

The concentrated attention of the group.

"Mr. Gu..."

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."

"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 go up to 2300 points. I always think it is a hidden danger."

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

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

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

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.

, it is gradually getting more intense, and it seems that it has fully withdrawn its cash flow, and is ready to completely give up the 'Jingda Investment' business he is in charge of.

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

"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 big piece of good news, the market opened in the afternoon. The 'film and television media' line, especially the 'film and television production, distribution, theater chain' and other main business stocks,

I’m afraid it will be difficult to have a big buying opportunity.”

"According to what you said..."

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

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

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

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 issued the "About

"Notice of Opinions on Several Economic Policies to Support Film Development", which clarifies various opinions and regulations on the joint support of domestic film and film and television industries by multiple national ministries and commissions."

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

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!”

"But because the news is not clear, the broad investor base in the market has inconsistent expectations for this line, and we have a relatively appropriate time to intervene."

"Only solid performance is the foundation of success."

"As long as it is a mainline 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.

"

And after several missed opportunities.

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 on 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.

"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 market segments, infrastructure' and 'military industry', are in the same hype stage."

Lin Tingzong paused for a moment, thought for a moment, and then said: "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."

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

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

Therefore, we are facing the drastic changes that the company is about to undergo.

When Gu Chijiang heard Lin Tingzong's words, he also reacted at this time. 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.

These should be huge benefits and long-term benefits in terms of policy direction."

When Lin Tingzong saw Gu Chijiang's agreement, he was very happy and was about to respond with a smile.

As for how to truly make "Jingda Investment" 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".

"Yes!" Lin Tingzong nodded and replied, "As of now, this is the only way it can be."

"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 focus on core stocks of 'film and television' that are relatively pure in concept, but we can extend the industrial chain layout, such as celebrity participation, indirect stock holdings of stars 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. 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 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 trends of the 'film and television media' line.

(End of chapter)