The investment era of rebirth

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

So, I stabilized my mood, took a brief wash, and entered the room alone.

The next day, on May 5, when Su Yu woke up, the record of his speech at the "Oriental Fortune Investment Exchange Party" last night had been organized into a document topic by the relevant staff of the organizer of the Eastern Fortune website, and published on on the homepage of the Oriental Fortune website.

And this topic, once released.

That is to say, there was an uproar in Dongfang Fortune stock forums, other online stock forums, stock discussion communities, stock discussion post bars, and discussion communities on various financial news media websites, and instantly became a hot topic in domestic financial circles and investment circles. , At the same time, it also attracted a lot of traffic to the Oriental Fortune website.

"Bull market? This is the first time President Su has spoken out about the bull market in public, right?"

In the investor group discussion on the entire Internet, someone made a pleasantly surprised and excited voice: "Even President Su has publicly called out the beginning of the bull market. 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."

"Regardless of whether it is the starting point of the bull market or not, it is obvious that the funds managed by President Su are all long positions. This has already proved that President Su is fully bullish on the market outlook."

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

"Haha, based on Mr. Su's words, the market must go up and down after the festival. The two core themes of 'infrastructure' and 'state-owned enterprise reform' will continue with music and dance."

"The U.S. stock market rebounded sharply last night. Last night, Mr. Su made a public speech and sang about the market. The direction of 'state-owned enterprise reform' continued to be positive...I thought that during the holidays, the market news would not get better, but I never thought that a series of events turned out to be all It’s good, now it’s really full of meat, and it’s suffering with short and light positions.”

"What the hell, there are so many benefits when I open my eyes, I would have known, what kind of position would I reduce before the holiday!"

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

"Boss Su's remarks can be said to be directed at the core of the market situation. It's nothing to say, Boss Su has never lost money to retail investors, so I'm going to raise money to increase positions."

"Haha... I just said that after the 2200 point is crossed, there will definitely be room for the index to go up."

"Finally, President 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, and it's true that there is meat to follow Mr. Su!"

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

"Indeed, at the end of June last year, when the money shortage crisis broke out, President Su also said that."

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

"Although the index is still stagnating, the market has been bullish for half a year since President Su's Xiongwen was released last year, and during that half year, the ChiNext Index almost doubled."

"Regardless of whether it's a real bull market or not, anyway, with Mr. Su's full position in, there is a high probability that he will not lose money by following the trend."

"The index breaks through the box and fluctuates, Mr. Su is strongly optimistic about the market outlook, and the market is running out of bad positions, and the good news is gradually coming. In addition, the institutional group has actively increased their positions in the past half month... This series of signals, although it cannot explain the coming of the bull market. But at least it can show that the long-short pattern of the market has changed.”

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

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

"Nonsense, those guys, can they compare with President 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 President Su to speculate in stocks."

"I followed suit a long time ago. The day after Mr. Su's 'Fortune Road' appeared on the Dragon and Tiger List, I followed suit and bought with all my positions. Hehe... As expected, I have already made 21% of my position by now. Yes, not only made up for all the losses at the beginning of this year, but also made some profits, I can only say... President Su's judgment on the market conditions is really good, and I have to accept it."

"Damn it, it's full of warehouses, what a beast!"

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

"As soon as Mr. Su's majestic article came out, the market sentiment was so hot. It feels like next Monday, the index will definitely open sharply higher."

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

"I also feel that next Monday Beixin Road Bridge will have a straight board again."

"Hey, I grabbed half of the chips when the daily limit was at Beixin Road Bridge before the festival."

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

"Yes, yes, next Monday, if you can't grab Beixin Road Bridge, you will grab Shibei High-tech and Kumho Group."

"What about Huaguo China Railway and Huaguo MCC? I think these two are also good, and Mr. Su has more than 10 billion chips in these two checks!"

"It's really good, but the market is too big. If we continue to go up, except for big financial institutions, no one can move it, right? Relatively speaking, it still has the concept of Mr. Su's holdings, and the small and medium-sized "infrastructure" with active hot money, 'State-owned enterprise reform' mainline concept stocks are more flexible."

The extremely heated discussions spread across the entire network...

At the same time, as the heat of discussion on these topics spreads, the confidence and expectations of the majority of investors for the development of the market outlook continue to rise.

"As soon as a word is spoken, people's voices are full of voices, and market confidence is also reversed in an instant. Lao Zhang, this kind of influence, personally speaking, is the only one in the industry?" Influenced by Su Yu's bull market remarks, his heart was excited, and they all looked forward to the moment when the market opened after the holiday. Yanjing, in a quiet tea room, Liao Guanghua, general manager of Huashang Securities' self-operated investment business department, picked up the teacup and sipped it lightly. Taking a sip, he smiled and said to his tea friend sitting opposite him, namely Zhang Guangnian, the chief analyst of Huashang Securities Market, "Young Yingjie, full of vigor, responding to every call, amazing, amazing!"

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

Liao Guanghua responded: "Aren't you envious? Holding tens of billions of capital in your hands, and being well-received in the domestic financial circles, I don't believe you are not envious of this prestige and energy."

Zhang Guangnian laughed and said, "If I was 20 years old, I would definitely be envious, but now...it's better to be mediocre. In the final analysis, I don't have your fighting spirit, but this young man is really amazing. His way I have read the thesis of the 'Bull Market Theory', and the analysis is good."

"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 Fed's shift to raising interest rates is suspended, the internal and external conditions are suitable, and the central bank may adjust the direction of monetary policy. Of course... everyone's current opinions on this aspect Expectations are low."

"But..."

Zhang Guangnian smiled and continued: "The repeated setbacks of the IPO plan and the lack of direct financing channels 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 prompt some shifts in policy direction."

"From the perspective of the regulators, I also have this feeling." Liao Guanghua said, "But for the central bank, it may be extremely difficult for the central bank to make a real shift in monetary policy. In the two "bank money shortage" crises in the past month, they only released liquidity in a small area, and did not have the idea of ​​​​cutting interest rates and reserve ratios. Now... the internal and external situation is not as optimistic as it was then, and I am afraid that it will be difficult. In the current market, everyone So there is no expectation in this regard, and I feel that the actual situation of the central bank's interest rate cut and RRR cut is not mature."

"So...do you think that this kid surnamed Su is too optimistic in his analysis?" Zhang Guangnian asked with a smile.

"It seems too optimistic." Liao Guanghua said with a chuckle, "But, the market at this time really needs an optimistic and influential person like him to come out and speak."

"after all……"

Liao Guanghua paused, and continued: "Bull market, bear market, volatile market... All kinds of trends are formed by the joint efforts of the market, not expected."

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

"At this time, if the tone is raised a bit, everyone's confidence and expectations are raised, and then the market's good continuous profit-making effect is used, maybe there is no bull market, and we can get out of the bull market."

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

"En!" Liao Guanghua replied, "This boy surnamed Su, what he said is really worth ten thousand taels of gold."

"Haha..." Zhang Guangnian laughed loudly, "A word is worth a thousand 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 doesn't go astray."

Zhang Guangnian said: "There is no public and explicit mention of individual stocks, so the impact is not great. Moreover, the leaders within the current regulatory authorities are trying to stir up the market, so as to restart the IPO plan, further open and accelerate the direct financing of the market. scale, with the help of the capital market, deepen the process of 'state-owned enterprise reform', and promote the further securitization of state-owned assets in the macro direction. Well, I think about it in my heart, so... the leaders will definitely not care about it, and they may even let it go on the surface, but secretly encourage it behind the scenes."

And just as Zhang Guangnian expected...

At this moment, while they were talking about Su Yu with each other, in another clean tea room in the capital city.

A middle-aged man finished watching the overwhelming discussion on Su Yu's "bull market theory" on the Internet, smiled and said to another middle-aged man sitting across from him: "That's right, that's good, this kid finally solved the problem that troubled us." This is a big problem for market investors, and 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 Examination Committee can start again."

"Old Fang, don't you wait any longer?" The middle-aged man surnamed Chen said with some hesitation.

Lao Fang pondered for a moment, and then responded: "When a new leader takes office, three fires are always needed, and this year, the top leaders have assigned a heavy task to our Securities Regulatory Commission, and the time is not waiting!"

"But the mood has only recovered a little bit." Lao Chen said, "We sent the review committee to make a move, afraid that the market sentiment would be knocked back directly. Last year, when the IPO restarted at the end of the year, the market plummeted for more than 3 months, almost touching last year. At the low point during the money shortage, investors voted directly with their feet. This time... I suggest that it is better to be more cautious, Lao Fang... It is not easy to restore market confidence, this is the moment when confidence is more precious than gold!"

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

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

"The market's IPO restart plan has been repeated several times, and if it repeats again, I am afraid that the blow to the confidence of the market will be even greater."

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

"Okay!" Lao Chen nodded slightly, "Try to delay as much as possible, so that the market rebound can last longer, and the market turnover and confidence can be maximized, otherwise the market will feel uncomfortable, we will feel uncomfortable, and the companies in the queue will also feel uncomfortable, everyone. It won't be good."

Lao Fang said: "I will try my best! Oh, by the way... What do you think of this kid surnamed Su?"

"He is a good seed." Lao Chen said, "In the domestic asset management industry, there are only a handful of people like him."

"Well!" Lao Fang nodded slightly, "The key is to understand the situation, know where the key points and difficulties are in the market, and be able to clearly grasp the pulse of the main line of the market. I can't find anything, and I really suspect that he is operating according to inside information."

"Hehe, inside information?" Old Chen chuckled lightly, and said, "Those guys operating inside information are not as aggressive and decisive as he is on the board, and I still remember last year when this guy laid out the 'Shanghai Stock Exchange' When we were in the trade zone, the news was more than half a month earlier than those who got inside 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's rare to be able to produce talents in the country. It's really something to be happy about. Of course, if this kid goes astray one day and breaks the law and discipline, he will naturally not tolerate it. It is... a private equity platform, It feels a bit too narrow for him."

"If you have any thoughts, you might as well just say it directly," Lao Fang said.

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

Lao Fang pondered for a moment, probably understood what he meant, smiled, and continued: "Pensions are planning to enter the market, and there are not many talents in our asset management system, and there are not many who can take on important responsibilities. What you said... If someone from above pays special attention, they should take some action in the near future, and we don't need to worry about it, maybe this kid's future and achievements in the future will be far greater than ours. "