The investment era of rebirth

Chapter 495 'Jingda Investment' in Fission!
"This morning, the market of the 'film and television media' line has changed, which is very unusual!" Lin Tingzong pondered for a long time, then turned his head and said to the company's general manager Gu Chijiang, "This line must have some great benefits, and It is good news that has a major impact on the development of the industry."

"Oh, why do you know?" Gu Chijiang asked curiously.

Lin Tingzong smiled and said: "Funds, the main capital movement of market attacks, can't deceive people, look at the line of 'film and television media', starting from the change at 10:53 in the morning, such as Enlight Media, Huayi Brothers, LeTV, Huace The extremely strong stocks such as film and television, Yanjing Culture, and Ciwen Media are basically unilaterally scrambling to raise funds, and the stock price has risen, which is quite decisive and aggressive."

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

"Basically, there is no pause or repetition, and it just crosses in a straight line."

"This fully shows that when the funds on the market attacked these stocks, they did not consider the cost of building positions and following the trend at all. That is to say, the main funds participating in this line of speculation have a very clear and decisive attitude towards raising funds. , This is enough to show that there is definitely huge positive information hidden in the line of "film and television media" that has not been announced yet. It also shows that at this stage, the line of "film and television media" has many core stocks. It’s pretty cheap in terms of capital for an attack.”

"President Gu..."

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

"In the two main lines of 'infrastructure' and 'military industry', we didn't keep up with the pace of funds in the 'Yuhang system' for the first time, so our positions in this area were relatively passive, so I was thinking...for us not taking When it comes to relatively cheap and high-quality chip stocks, that is, stocks that we hold relatively weak positions in the main lines of "infrastructure" and "military industry", it is better to sell them at a timely profit, which is related to the just-broken "film and television media" line For core concept stocks, switch positions."

Hearing Lin Tingzong's words, Gu Chijiang pondered for a moment, and responded: "Your idea is good, but the line of 'film and television media' has exploded like this, and we haven't seized the opportunity in advance. I’m afraid I have to chase the high and buy if I switch positions and swap stocks, I’m also passive!”

"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, "plus this line has just exploded, and The overall valuation level, technical trends... and a series of factors, compared with the main line of "big infrastructure" that has completed the first round of hype and gains, and the main line of "military industry" that has gone several days ahead of the market, in In terms of the expected height of hype, I am afraid it will be better."

"Let's see if there are any changes in the news at noon." Gu Chijiang thought for a while and responded, "The stock index has not been able to go up to 2300 points. I always think it is a hidden danger."

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

But at this time, the macro trend of the index is still unclear, and the news of the line of "film and television media" is not clear. At this time, there is great uncertainty in aggressive position adjustment, and relative risks still exist.

"The Shanghai stock index is under pressure at 2300 points." Lin Tingzong responded, "But the market investment sentiment has been relatively restored, and at the same time, the support at the top of the box at 2200 points has also been proven. At present, it is only a restructuring of the market's bargaining chip structure, etc. The main line of the market situation is further clarified, the adjustment of the bargaining chip structure is completed, and the index breaks through 2300 points. Wu also stabilized the support of key points."

"With the support of these overall positive factors, the index fell, and there was basically no room for it."

"At the same time, from the level of market transactions, it can be clearly seen that the amount of funds on the disk can change...Even though the index has stagnated and fluctuated, the market as a whole still shows a net inflow of investment funds, which shows that various The main funds are still firmly optimistic about the market outlook."

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

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

"If the news of this line is completely clear, 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 hype stage of the two main lines of infrastructure and military industry is the same.”

"President Gu..."

Lin Tingzong paused for a while, thought for a moment, and then said: "If our company wants to develop, gain a firm foothold in the Yuhang financial circle, and even the domestic financial circle, and get rid of the dependence on the investment funds of 'Pengyuan Real Estate', we must We need to make our newly established fund product perform relatively well, build up our company’s reputation in the asset management industry, and attract more investors to invest in the fund product we will develop later.”

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

"Only solid performance is the foundation of standing."

"And this... I think it's also the real reason why the company 'Yuhang Investment' was able to achieve its current scale in just one year."

"It's true that Mr. Su of the 'Yuhang 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 make the performance of new fund products rank among the top in the annual performance of private equity funds, which is enough to attract many investors."

"And this... I believe that when the market is gradually improving and the market's profit-making effect is gradually becoming clear, as long as we respond properly, it is not difficult to seize one or two opportunities decisively."

Lin Tingzong still stays at Jingda Investment.

First, Gu Chijiang really has the kindness to know him, and at the same time, he really trusts him; second, he really has ambitions to bring the asset management business of "Jingda Investment" to a higher level, and with This is famous in the Yuhang financial circle, and even the domestic financial circle.

"How sure are you about the line of 'film and television media'?" Under 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'. , it is gradually approaching white heat, it seems that it has fully withdrawn cash flow, and is ready to completely abandon the "Jingda Investment" business he is in charge of.

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

As Lin Tingzong said, he also wanted to completely get rid of his dependence on "Pengyuan Real Estate" and make "Jingda Investment" completely independent of the "Pengyuan Real Estate" group system. The reason for the establishment of a new fund with a scale of only 5 million yuan after finally attracting new investment.

As for really making 'Jingda Investment' independent, and after losing the support of 'Pengyuan Real Estate', it will also gain a firm foothold in the Yuhang asset management circle and even the national financial circle.

Then we really can only look at the performance trend of this new fund product that both of them pinned their hopes on at the same time.

It is because this new fund product is very important to the company's future development, so Gu Chijiang hesitated in choosing key opportunities, which led to the fact that since the establishment of this new fund product, he has missed many market quotations in a row The best time to intervene.

And after several missed opportunities.

It also led to this new fund product. Even though there was no mistake in the major investment direction, the performance was mediocre. group focus.

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

Therefore, at this moment, facing new opportunities in the market, Lin Tingzong was so excited and aggressive, and wanted to adjust his positions in time and heavily intervene in the field of 'film and television media'.

"[-]% sure!" Lin Tingzong weighed for a long time before responding.

When Gu Chijiang heard the number 'eighty percent', he knew that Lin Tingzong was full of confidence, so he only pondered for a moment, then nodded, and said: "Okay, if that's the case, then the market will open in the afternoon... just follow the idea you just said, Let's adjust the positions of the 'Future No. 1' fund products!"

Seeing that Gu Chijiang agreed, Lin Tingzong was very happy, and was about to respond with a smile.

At this time, behind him, who was still seriously resuming the deal, Liu Jun, the trading team leader who also did not leave the trading room, suddenly exclaimed, and hurriedly reported to the two leaders of the company: "Mr. The good news about the riots on this line in the morning has completely exploded."

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

Liu Jun glanced at the computer screen, and the heavy good news popped up suddenly, and he narrated: "According to the news, after unanimous discussion in 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 Supporting 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."

As he spoke, Liu Jun hurriedly read out several important "comment notices" among them.

"Joint release by the seven ministries and commissions?" Listening to Liu Jun's report, Gu Chijiang instantly lay down in front of the computer, clicked on the financial news, and the heavy good news that popped up suddenly, scanned it carefully, and then sighed in shock, " This is really the first of its kind for multiple national ministries and commissions to jointly support the film and television industry. No wonder Huace Film and Television, Huashu Media, Phoenix Media, Bosera Media, Shengda Media, Zheshu Culture, Yanjing Culture, Wentou, etc. Holdings, Ciwen Media, LeTV, Guangguang Media, Huayi Brothers...these large numbers of stocks related to the "film and television media" industry, the main capital attack is so powerful."

"Hey..." While Gu Chijiang was full of shock and sighed constantly, Lin Tingzong, who was also lying in front of the computer, sighed softly, and said regretfully, "It would be great if the news came out a few hours later, Mr. Gu... We are still slow in reacting. After the announcement of this heavy good news, the market opened in the afternoon. The line of 'film and television media', especially the main business stocks such as 'film and television production, distribution, and cinema', I am afraid that it will be difficult to have a larger buying opportunity.”

Seven ministries and commissions jointly issued opinions to support an industry.

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

In other words, as soon as this heavy good news comes out, even investors who know nothing about investment know that the spring of the "film and television media" industry is coming, and they also know that this is of great importance to the stocks related to the "film and television media" industry It's good, under such circumstances... it is basically unrealistic to want cheap bargaining chips.

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

"According to your words..."

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

"And as long as it is the main line of the market, the market trend cannot be for a short period of two or three days. Although it is impossible to buy cheap enough chips, it is still possible to buy relatively cheap chips in the first stage of divergence of chips. "

"Yeah!" Lin Tingzong nodded and replied, "It's the only way to go now."

"Actually..." Liu Jun, the head of the trading team standing aside, suddenly said softly, "This kind of heavy good news has a great impact on the entire industry chain. In the first stage of the morning, when the news was still in the haze, , the main funds are mainly focused on the core stocks of "film and television" with relatively pure concepts, but we can extend the layout of the industrial chain, such as "film and television media" stocks such as celebrity participation and indirect shareholding by celebrities, and stocks that are strongly related to the film and television industry Brokerage business, new media business, online video business, etc. are the main business companies that can actually participate in the layout, and the current stock prices of these fringe stocks with relatively less pure concepts are still at a low level. We should intervene. would be too restrictive."

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

Originally, he was skeptical about the market of the line of 'film and television media', but now... when the big news came out, and it was unexpected by everyone in the market, the good news of 'joint voice of seven ministries', he immediately I am full of confidence in the future market trend of the line of "film and television media".

(End of this chapter)