The investment era of rebirth

"Mr. Su, I heard that you are very interested in and optimistic about the investment in emerging economic industries such as the 'smart terminal equipment' market and the 'mobile Internet' field!" Blanche Laurent hurriedly continued, "Our STG , there happened to be such a project..."

"Mr. Blanche, our 'Yuhang Investment' has no plans to invest abroad for the time being, sorry." Su Yu refused again, "In the current investment market, there is no investment in emerging economies such as the 'smart terminal equipment' market and the 'mobile Internet' field." There are quite a few institutions interested in investing in the industry, so you might as well ask them.”

He didn't know why this Mr. Blanche Laurent was always holding on to him.

However, after the company invested in the "Tianqi Lithium Industry" project, the remaining cash reserves have been greatly reduced. He is not planning to enter any large investment projects at this time.

Therefore, no matter what purpose the other party had, he didn't want to know about it, and he didn't want to get involved.

"Oh, Mr. Blanche, Mr. Liu, Mr. Su..." While Su Yu paused to reply, Xu Zhongji from Minghui Capital also came over with a smile, trying to smooth things over, "Harmony makes money, there is no need for everyone to do this nervous."

"Mr. Xu is in a good mood!" Liu Guanhai said with a smile, "You Minghui Capital's performance this year is very good."

Xu Zhongji laughed and said, "It's barely enough. Compared with your 'Yinghui Fund' and Mr. Su's 'Yuhang Investment', it's still far behind."

"Mr. Xu is humble." Facing the well-known Minghui Capital's "big steward" who is well-known in the industry, Liu Guanhai had to put away his cold face and said with a smile, "In the entire industry, who doesn't know Xu You are always a ten-year veteran of the asset management system and a constant victor in the market. With the fund products in your charge, the performance will not be worse at all."

"Ten-year veterans and ever-victorious generals are just empty words." Xu Zhongji responded, "In the end, only the performance of the product is the real thing."

After finishing speaking, he slightly nodded to Liu Guanhai and Blanche Laurent.

Then he dragged Su Yu to another corner of the hall.

Su Yu glanced back at that Blanche Laurent, and asked Xu Zhongji, "Is Mr. Xu familiar with that Mr. Blanche?"

"I'm not familiar with you, but I've seen it before at certain important events." Xu Zhongji said, "The STG investment institution that Mr. Blanche works for is an investment institution under the American 'Principal Financial', headquartered in Hong Kong City. , business, both primary and secondary markets, the scale is not very large, but the direction of investment, but I like technology and emerging industries, I guess...he came to you because he liked your investment ability in the secondary market .”

"After all, their organization's domestic business performance has been very poor in the past two years."

"It is estimated that I want to cooperate with you and improve the performance so that I can explain it to the parent company."

"Otherwise, if there is no further improvement, it is estimated that within 'Principal Financial', I am afraid that this institution will be canceled and dissolved, and its business will be merged into the group."

"Understood!" Su Yu nodded slightly, "Thank you, Mr. Xu, for letting me know."

"It's nothing." Xu Zhongji said with a chuckle, "Since the two of us are now in a cooperative relationship, President Su wants to know such basic information, so I naturally know everything."

"Oh, right……"

"I heard that you have been very busy these two days. Even the Chen family of 'Chenghui Holdings' invited you to a banquet."

Seeing that he knew so much about his itinerary, Su Yu was a little surprised, and said, "President Xu is very well informed!"

"I went to see you yesterday. I wanted to invite you to dinner. Let's talk about the fixed increase plan of 'Lexun Precision', but it turned out that you were not here." Yes, and later... after careful inquiry, I found out that you were invited by the Chen family."

"To be precise, I went to a friend's birthday party." Su Yu said, "Is there any problem with the fixed increase plan of 'Lexun Precision'?"

Xu Zhongji replied: "I want to tell you that I have already found someone for the 4 million fixed increase quota that is missing. If there is no accident, after this round of summit is over, I can have a showdown with the Wang family brothers of 'Lexun Precision' directly. It's just that when the time comes... President Su may have to send a representative to go with me."

"Mr. Xu has a wide network of contacts, and he found a partner so quickly." Su Yu was obviously a little surprised, paused, and said, "Okay, since Mr. Xu can contract the fixed increase of 30 billion, then it is indeed It's time for a showdown, I'll see then... If I'm free, I'll personally accompany Mr. Xu for a trip. Hang No. 1' The fund managers of the two main funds went on my behalf."

"No problem." Xu Zhongji said, "Miss Li, now she is considered a celebrity in the circle."

"Oh, really?" Su Yu asked in surprise.

Xu Zhongji said with a chuckle: "Why is the news of Mr. Su lagging behind that of me, an 'old man'? I heard that Miss Li was in Yanjing in the past two days, but she was also shining brightly, showing off a lot of limelight. But if you think about it carefully, you Let her represent you 'Yuhang Investment' at the industry performance annual summit, and win several heavyweight awards in one fell swoop, it's hard not to be famous!"

Su Yu thought about these two days, and really didn't have time to carefully understand the news in the industry. He smiled and said, "She is also the manager of the fund, and she deserves it."

"The title of the most beautiful fund manager in the industry has already changed hands when Ms. Li stepped on the stage of the summit." Xu Zhongji said, "In half a year, both of you have become star fund managers in the industry. This honor is the only one in the industry!"

Su Yu smiled and said: "Mr. Xu said something well just now. No matter what kind of honor, it is just a false name. Only performance is the real deal, and only performance is the foundation of standing. What star fund manager? Such titles, without performance support, are all duckweed in the water.”

"That's right!" Xu Zhongji nodded.

"Oh, that's right..." Su Yu paused, and then changed the topic back, "Mr. Xu just found an organization that will eat up the remaining quota from 'Lexun Precision'. I don't know if it is..."

"We discussed it together in Yanjing last time." Xu Zhongji said, "Zexi Investment, Mr. Xu!"

"It's him!" Su Yu was very surprised.

It was completely unexpected that the last person Xu Zhongji pulled was actually Xu Xiang.

"Is Mr. Xu talking ill of me again?" While the two of them were talking, a figure had already walked over from a distance.

Su Yu and Xu Zhongji raised their heads when they heard the voice, but when they saw the person who came, it was Xu Xiang, they were a little surprised. After a pause, Xu Zhongji laughed and said, "Speak of Cao Cao, Cao Cao is coming! Brother Xu, don't come here without any harm."

"It's okay!" Xu Xiang responded and shook hands with Xu Zhongji.

Then he looked at Su Yu with a smile, stretched out his hand and said, "President Su, long time no see!"

"Although it's been a long time, the last time I met Mr. Xu still feels like yesterday!" Su Yu said with a smile, "I thought Mr. Xu didn't like lively scenes, so I won't participate in this summit. "

"I really don't like lively scenes." Xu Xiang said truthfully, "But I heard that President Su was there, so I had to come, mainly because I had some investment ideas and wanted to communicate with President Su. I still remember the last time I was in Yanjing, I am deeply touched by some of President Su's ideas!"

"Coincidentally!" Su Yu laughed and said, "I also happen to have some investment ideas, and I want to communicate with Mr. Xu."

While the two were talking, a well-dressed and beautiful woman was already walking toward them.

"President Su, it's a pleasure to meet you!" The woman stretched out her hand to Su Yu with a smile, "I've heard about your name for a long time, but I didn't expect...you are so young and handsome."

"Ms. Ying has won the award." Su Yu gently shook her hand and responded with a smile.

"I remember that we haven't met before, right?" The woman was surprised that Su Yu could call out her last name, "How does Mr. Su know my identity?"

"Everyone in the industry knows that Mr. Xu has a good wife beside him. Not only is he beautiful, but he is also very good at investing." Su Yu said, "Without exception, I have heard of it, so...for Ms. Ying, although I have never met, I am already famous!"

Seeing that Su Yu seemed to be much easier to get in touch with than expected, Ying Ying couldn't help smiling and said, "Boss Su can really talk, how can I be so good?"

"I'm just telling the truth." Su Yu responded with a smile.

"Ying Ying, go over there!" Seeing his wife greeting Su Yu, Xu Xiang pointed to another part of the hall where several richly dressed women gathered, and said, "President Su and President Xu, Let's talk."

"Okay!" Ying Ying responded.

Then he greeted Xu Zhongji, then turned and walked away.

After that, after a while, the laughter of Ying Ying and several wealthy women came from a distance from time to time.

Su Yu saw that Ying Ying could integrate into the other party's topic and environment so quickly, and get along well with the other party. He was very impressed by this woman's social skills.

"President Su, what do you think of the market next year?"

Listening to various voices coming from a distance from time to time, Xu Xiang found a place under the table, looked at Su Yu who was also sitting down, and asked.

"What does Mr. Xu think?" Su Yu didn't answer, but asked rhetorically.

Xu Xiang thought for a while and said, "According to the market trend in the last half month of the year, I am afraid that the style is about to change. The GEM points to the two main lines of 'smartphone industry chain' and 'mobile Internet'. After almost a year of continuous hype, regardless of valuation or expectations, they are overdrawn. In the case of insufficient incremental funds in the market, it is more difficult to continue to hype, compared with some industry sectors underestimated by the main board. Said, I'm afraid it will be bigger."

"So, I think the funding is next..."

"I'm afraid I won't choose the two main lines of 'smartphone industry chain' and 'mobile Internet' anymore. Instead, for a year in a row, some of the main boards that have been abandoned like scraps have the expected weight. The chances are even greater. .”

Hearing Xu Xiang's opinion, Su Yu was very impressed by Xu Xiang's keen eyesight and market sense.

Indeed, his thoughts are basically the same as Xu Xiang's, but Xu Xiang probably just had such a premonition, and hadn't thought of the investment direction of mixed reform of state-owned enterprises and securitization of military industry assets under the theme of "deepening reform". Of course... this is also because the other party is not familiar with the rearview mirror of the macroscopic development of later generations.

Generally speaking, the other party can think of a possible change in the market style at this time.

Already quite powerful.

"No way?" Xu Zhongji felt a little astonished when he heard Xu Xiang's words, and replied, "The demand for the two emerging fields of 'smartphone industry chain' and 'mobile Internet' is very violent, let alone smartphones." According to the published market data and research reports of various institutions, the sales volume of wearable devices in the second half of this year is also one wave after another!"

"Not to mention the full-scale explosion of the 'mobile Internet', under the macro situation of perfect 4G networks and the continuous penetration of smartphones, it is already an obvious general trend. At present, domestic and foreign Internet giants are all moving in this direction. , Just this year, the number of acquisitions and mergers and acquisitions in the Internet field is several times that of the previous two years, so it can be said...all the active capitals are seizing the opportunities in this field."

"In this situation where the outbreak is almost certain..."

"The two main lines of 'smartphone industry chain' and 'mobile Internet' in our A-share market, it is impossible that there is no capital hype?"

"The macroscopic expectations of these two fields are very strong." Su Yu answered in a timely manner, "But the overall expectations of the stocks in these two fields in the current A-share market have been hyped to the extreme. Next ...Mostly it is time to fulfill expectations, and at this stage, it is often the time when the market diverges, rather than the time to generally make money."

"In general……"

"In the primary market, there are still many opportunities in these two fields, and they are still huge."

"However, the secondary market, especially A-shares, and the two main lines should diverge at a high level, which should be inevitable."

"When more and more people know about an opportunity, more and more people are optimistic about it, and start to invest in it on a large scale, it is no longer an opportunity, but a trap."

"Before the market system is really perfect, the A-share market will inevitably have a zero-sum game."

"So... President Su, do you also agree with President Xu's idea?" Xu Zhongji didn't expect that Su Yu had the same opinion as Xu Xiang, so he was a little surprised and asked, "If that's the case... why do you agree with my suggestion? , large-scale participation in the fixed increase plan of 'Lexun Precision'?"

Su Yu said: "Although the field of 'smartphone industry chain' has passed the explosive stage of concept hype, the performance cash cycle has not yet arrived. After that, it has only just begun, and 'Lexun Precision' has deeply penetrated into the Apple industry chain."

"Although I think the hype of the 'smartphone industry chain' has reached its peak."

"However, as always, we are very optimistic about companies that can actually release their performance, hold huge orders, have technology, and have first-mover advantages."

"From the perspective of the development of the industry..."

"The replacement of functional phones by smartphones will definitely not be completed in one go."

"This process of gradually infiltrating and completing the final transformation of the industry is simply impossible within three to five years, and this means that within three to five years, the demand and industrial scale of this industry will always be on the rise. state."

"And Apple, as the pioneer and leader of smartphones, already has a great first-mover advantage."

"Then, while Apple eats the biggest cake in the market, as its direct industrial chain OEM, it is destined to be the same regardless of performance growth or scale development."

"What's more, in addition to Apple, many domestic mobile phone manufacturers are also making rapid efforts."

"This is another huge growth point for industrial chain companies with mature technologies."

"That's why I am optimistic about the large-scale fixed increase of 'Lexun Precision'. I also admire the layout of the actual controllers of 'Leixun Precision', the Wang brothers."

Hearing Su Yu explain the specific investment logic, Xu Xiang also nodded with a smile at the moment: "Although I am not as far ahead as President Su thought, the general idea is similar."

"It's no wonder that when I mentioned the project, you two agreed without any hesitation." Xu Zhongji said with a smile, "It seems... I took the initiative to deliver a piece of fat to your lips!"

Su Yu smiled and said: "Mr. Xu, if you don't separate it, you can't do it. Your Minghui Capital family can't afford the 30 billion fixed increase project, and even if you can force it... such a large investment project, once the result is not enough. It is expected that it will be destructive to the company's operation, in other words...even if you can eat it, you don't dare to gamble, so Mr. Xu and I can be regarded as solving the trouble for you and sharing the investment risk!"

"I'm just talking." Xu Zhongji said with a smile, "I don't mean to complain!"

After finishing speaking, Xu Zhongji raised his head and waved his hand, and was about to ask the waiter to add some more tea, but he looked behind Su Yu, and he didn't recover.

Seeing Xu Zhongji's expression was not right, Su Yu was curious.

Can't help but look back.

But behind him, where the hall came in, Xie Wanting was wearing a red evening dress, stepping on exquisite high heels, and was walking towards him with a smile, that kind of bright and moving, star-like beauty.

For a moment... It amazed the audience and attracted the attention of the audience.

And when she approached Su Yu with a smile and came straight to him.

Su Yu felt that the sharp eyes of many young men all stabbed him in an instant!