The investment era of rebirth
Chapter 556 The Journey of the Bull Market!
Chapter 556 The Journey of the Bull Market ([-])!
"Well!" Su Yu nodded and said, "What the current market actually lacks is a raging fire. As long as the market's investment sentiment and confidence are really ignited, the valuation level that has been suppressed by the market for six or seven years will It’s easy to get out of a bull market.”
"I think so too." Li Meng said with a smile, "And... I can also clearly feel that the investment confidence of the majority of investors in the market has recently changed significantly, and the market bulls have taken over. advantage."
"But in order to induce a big bull market, this expectation and emotion are not enough." Su Yu said.
Li Meng smiled lightly, and said: "So, this requires us to further open up the market space, and maximize the profit-making effects and room for making money from the two main lines of 'infrastructure' and 'military industry', so that what you said can induce The fire of the big bull market can really be ignited."
"And, didn't you say..."
Li Meng paused, and then said: "The market regulators also hope to induce a wave of bull market to alleviate the market liquidity dilemma, open up the direct financing channel of the stock market, and establish a solid foundation for the implementation of the 'registration system' in the follow-up plan. From the analysis of this direction, once we play out the emotional effect and money-making effect, so that the market investment confidence can be obviously recovered, the regulators should also help in terms of market news.”
"In the second half of the year, there are many favorable policies to be implemented."
"In addition to the possible interest rate cuts and RRR cuts by the central bank you just mentioned, the official opening window of the Shanghai-Hong Kong Stock Connect, the positive implementation of the 'New Nine Measures', the further deepening of the reform and reorganization of central enterprises and state-owned enterprises, and even the construction of new free trade zones, new era silk The implementation of the road's development strategy... and other major benefits are in the window period of continuous realization."
"Overall, market expectations for the second half of the year should be much better than those for the first half of this year."
"Under such a change in expectations...the market will go bullish, it is completely possible."
"I just don't know, after we bring out the two main market trends of 'infrastructure' and 'military industry', can the market investor groups form more and more consistent expectations on investing in the main board of the Shanghai Stock Exchange, and do it around the breakthrough of the Shanghai Stock Exchange Index." Market, after all... If the funds from all walks of life in the market have huge divergences after this wave of obvious rebounds, and they are re-dispersed to the line of "technological growth", then when the pressure on the top is getting heavier and heavier , if the Shanghai Stock Exchange Index wants to completely break through 2500 points and open up a higher space, I am afraid it will be difficult again."
Su Yu heard Li Meng's words and responded with a smile: "Although the long-term expectations of the line of 'technological growth' are not bad, there are obvious flaws in the short-term and medium-term expectations, that is, the internal bargaining chip structure is chaotic. At the same time, because there have always been too many institutions that are optimistic about this main line, and too much money has gathered in it, the market valuation of this line has been relaunched. It has never been down, which has led to the performance growth of this line not keeping up with the changes in valuation.”
"That is to say, as far as the current situation is concerned, the line of 'technological growth'..."
"In most conceptual sectors, the performance growth rate has failed to match the valuation changes, that is, the expected fulfillment may fail."
"These factors have directly led to the uncertainty of market outlook expectations for the line of 'technological growth'."
"With this kind of uncertainty, its internal bargaining chip structure is becoming more and more chaotic, and the group of institutions holding positions has been fighting each other. During the adjustment, the core capital of the market will no longer choose to fully gather within the main line of 'technological growth'."
"That is to say, for the line of 'technological growth', even if there is a follow-up market, the market will inevitably be in a differentiated form, and it will not be possible to form a collective upward and independent breakthrough trend like last year and next year."
"Therefore, I don't think it is necessary to worry that the follow-up line of 'technological growth' will continue to siphon active capital groups on the main board of the Shanghai Stock Exchange."
"Of course, the line of 'technological growth' still has considerable investment value and investment opportunities in terms of long-term expectations, but the current... is far from the time to re-layout."
"In this offline investment strategy conference in Shanghai, many institutions announced that the market will break through the line of 'technological growth'."
"That is completely a lie that does not respect the actual trend changes in the market, as well as changes in various emotional expectations, and weaves a self-feeling lie. As expected, these guys are now shooting themselves in the foot. pity."
Hearing Su Yu's analysis, Li Meng thought about the investment logic carefully, and responded: "The performance growth cannot keep up with the valuation performance, which leads to insufficient short-term and medium-term expectations for the line of 'technological growth'. Many core stocks are expected to I still agree with the logic of investment thinking that there is uncertainty in future growth. However, there is a line of "technological growth", the expectations of several sectors, and the logic of fulfilling expectations are quite clear and consistent. Strong."
"For example, the field of 'Internet Finance' we have laid out."
"There is also the 'e-commerce' sector that has just hit the market sentiment and is far from expected to land."
"These two sectors should continue to strengthen in the future, right?"
"If the continued strength of these two sectors is used to re-condense the expectations and sentiments of the 'technological growth' line? Will it divert the active capital accumulation effect in the market breakthrough trend? This will lead to divergence in market expectations ?”
Su Yu smiled and responded firmly: "No, 'Internet Finance' and 'E-Commerce' are two hot concept sectors, although the current hype expectations are strong, and the positive expectations have not yet come to fruition. It also has strong emotional support, but these two sectors are too small to support the entire main line of 'technology growth'."
"If you really have funds to use this as a springboard to leverage the entire main line of 'technological growth'..."
"That is at most a delay in the adjustment of the main line of 'technological growth', which is rapidly retreating and collapsing, and cannot reverse the decline in the short-term trend."
"Moreover, the line of 'technological growth' has recently attracted a lot of funds from various sources."
"Now that expectations have failed, and the market's mainline market breakthrough has not chosen this outlet, it is very clear that all kinds of funds are fleeing."
"In such a situation..."
"Not to mention that it can divide market expectations, causing market funds to divert."
"Even if it's not led by the core leading stock that is 'LeTV', a bearish core stock, leading to a big crash, it's not bad."
"The initiative of the market has returned to us for the time being..."
When Su Yu said this, his eyes were firm, and his heart was full of pride and honesty: "Since the market has chosen to break through the direction of the main line market dominated by us, what we can do is to try our best to match the market's height and market expectations in the favorable cooperation with the market." Expected space, ignite the flame of the bull market, and maximize the huge profits in the market."
"Be prepared for danger in times of peace."
"But at this time, the hurricane of market sentiment has already faintly formed, and the curtain of the bull market is looming, so we don't need to worry too much."
"Okay!" Li Meng smiled, seeing that Su Yu was full of confidence, he was also very happy.
She stared at Su Yu's slightly handsome face, and was completely infected by Su Yu's self-confidence in her heart. She once again flashed the stereotyped impression of Su Yu in college before, and suddenly found that... sitting not far from her The people here have already completed the transformation of temperament, and there is no trace of the past.
"Why are you looking at me like that?" Su Yu felt Li Meng's gaze and asked with a smile.
Li Meng chuckled lightly, and replied: "Suddenly, I feel like...you are more and more like those industry bosses I used to know."
"Wealth will strengthen a person's confidence, and it will also change a person's temperament." Su Yu smiled, "This is called 'wealth nourishes people', haven't you heard of it?"
Li Meng shook his head and said with a smile, "I've never heard of it."
"Oh, that's right..." Su Yu paused for a while, then changed the subject, "I'm going to Hong Kong City tomorrow, and I'm going to talk to Mr. Du of 'Global Atlantic Capital' about the joint investment in 'Three Fast Online' of this project."
"Has the 10 billion loan from 'Zhenhua Capital' arrived?" Li Meng asked, "It's so fast, I thought it would be the end of the month."
Su Yu nodded and said, "If someone wants us to owe this favor, it will naturally be done quickly."
"En!" Li Meng replied, and asked again, "How many days?"
"I should be able to come back on Monday!" Su Yu said, "Liang Bin has already taken care of the specific negotiation matters. I just went to meet and sign a contract."
"Oh, yes, and..."
When Su Yu said this, he thought of another thing: "The decoration of the house I bought before should be almost completed. You can help me take a look tomorrow. If there is anything that is not satisfactory, let the decoration company and the design team change it as soon as possible. This It’s time to change it, it’s still too late.”
"I'll help you look at it?" Li Meng was taken aback, "Didn't you entrust Yu Ling to take care of the house?"
Su Yu said: "I'm not talking about the ones I took over from 'Pengyuan Real Estate', but the ones I bought in 'Binjiang New City' before."
"Oh!" Li Meng came to his senses, "That's fine, I'll call Yuling to join me tomorrow."
The two chatted for a while. Li Mengmeng was getting late, and the drama he was chasing at the same time was over. He left the tablet on the coffee table, said "good night" to Su Yu, and was about to get up and go back to the bedroom to sleep, but he didn't want to sit For too long, when I got up, my feet went numb and I fell to the ground.
Su Yu was sitting not far from Li Meng, seeing this situation, he hurriedly moved his hand forward.
But he didn't want to rush, and interspersed with her breasts, which made both of them a little embarrassed for a while.
After Li Meng took a shower, she changed into a suspender dress. Even though she was wearing underwear inside, the feeling at that moment was still very obvious, and her heart beat a lot faster.
In fact, the two have come so far, except that the two sides have not expressed their attitude.
In the eyes of others, in the eyes of everyone in the company, they are no different from lovers.
"Sorry." Su Yu coughed lightly.
Li Meng sat back on the sofa again, rubbed his numb legs, and said nonchalantly, "What time is your flight tomorrow? If it's too early, there's no need for Dai Lingna to drive here. I'll just drop you off."
"Okay!" Su Yu responded.
Afterwards, Li Meng's legs became less numb, so he got up and quickly entered the bedroom.
Lying on the bed in the bedroom, watching the bright lights of the city outside through the window of the bedroom, Li Meng unconsciously recalled the scene just now in his mind, his ears slowly began to turn red, and at the same time... Thinking wildly, I don't know what Su Yu thinks about her.
The two have rented together for so long.
In fact, she was still expecting something to happen when she was thinking about it occasionally.
But if Su Yu doesn't take the initiative, she can't help it. At least... She feels that she can't let herself take the initiative to take that step and draw in the relationship between the two of them.
"Hey, forget it, don't think about it!" The more Li Meng thought about it, the more he felt that he was not serious, so he quickly cut off his thoughts.
Su Yu didn't know what was going on in Li Meng's heart, but he felt that the other party cared more and more for him. Of course...he also enjoyed this feeling and thought it was good. As for more, he didn't Think clearly about how to take that step to make the relationship between the two of you closer.
After all, he felt that the two were both friends and partners in the company.
Once the relationship is not good, it will be unfavorable for both individuals and the current development of the company. In other words, there are a lot of worries in the heart, which leads to the slowness of action.
The two of them had their own thoughts, separated by a door of the bedroom, and had a lot of wild thoughts from a mile and a mile away.
After that, near 10 o'clock in the evening, Su Yu continued to browse through some important information in the market, and checked the topics of stock forums for a while before falling asleep.
The next morning, after 7 o'clock, the two woke up almost at the same time.
Li Meng made breakfast, and Su Yu ate a little after washing up, and then they both went out.
Li Meng drove Su Yu to the airport, and then turned back to Shi Yuling's residence to pick him up to see the house together. Accompanied by Dai Lingna, Li Xiaoling and other assistants, and two department heads of the company's venture capital department, Su Yu, Board the plane together and board the plane to Hong Kong City.
At noon, the plane landed in Hong Kong City. Liang Bin and his group were waiting at the airport.
Afterwards, under Liang Bin's arrangement, he had lunch and rested for a while. When dinner was approaching in the afternoon, Mr. Du of Atlantic Capital met with Su Yu and other members of 'Yuhang Investment' at the Peninsula Hotel.
"President Su, I didn't expect you to be so young." At the dinner table, the bald and tall President Du held Su Yu's hand with a smile, "President Su is a legend in the domestic asset management industry. Far away in Hong Kong City, but it's like thunder."
(End of this chapter)
"Well!" Su Yu nodded and said, "What the current market actually lacks is a raging fire. As long as the market's investment sentiment and confidence are really ignited, the valuation level that has been suppressed by the market for six or seven years will It’s easy to get out of a bull market.”
"I think so too." Li Meng said with a smile, "And... I can also clearly feel that the investment confidence of the majority of investors in the market has recently changed significantly, and the market bulls have taken over. advantage."
"But in order to induce a big bull market, this expectation and emotion are not enough." Su Yu said.
Li Meng smiled lightly, and said: "So, this requires us to further open up the market space, and maximize the profit-making effects and room for making money from the two main lines of 'infrastructure' and 'military industry', so that what you said can induce The fire of the big bull market can really be ignited."
"And, didn't you say..."
Li Meng paused, and then said: "The market regulators also hope to induce a wave of bull market to alleviate the market liquidity dilemma, open up the direct financing channel of the stock market, and establish a solid foundation for the implementation of the 'registration system' in the follow-up plan. From the analysis of this direction, once we play out the emotional effect and money-making effect, so that the market investment confidence can be obviously recovered, the regulators should also help in terms of market news.”
"In the second half of the year, there are many favorable policies to be implemented."
"In addition to the possible interest rate cuts and RRR cuts by the central bank you just mentioned, the official opening window of the Shanghai-Hong Kong Stock Connect, the positive implementation of the 'New Nine Measures', the further deepening of the reform and reorganization of central enterprises and state-owned enterprises, and even the construction of new free trade zones, new era silk The implementation of the road's development strategy... and other major benefits are in the window period of continuous realization."
"Overall, market expectations for the second half of the year should be much better than those for the first half of this year."
"Under such a change in expectations...the market will go bullish, it is completely possible."
"I just don't know, after we bring out the two main market trends of 'infrastructure' and 'military industry', can the market investor groups form more and more consistent expectations on investing in the main board of the Shanghai Stock Exchange, and do it around the breakthrough of the Shanghai Stock Exchange Index." Market, after all... If the funds from all walks of life in the market have huge divergences after this wave of obvious rebounds, and they are re-dispersed to the line of "technological growth", then when the pressure on the top is getting heavier and heavier , if the Shanghai Stock Exchange Index wants to completely break through 2500 points and open up a higher space, I am afraid it will be difficult again."
Su Yu heard Li Meng's words and responded with a smile: "Although the long-term expectations of the line of 'technological growth' are not bad, there are obvious flaws in the short-term and medium-term expectations, that is, the internal bargaining chip structure is chaotic. At the same time, because there have always been too many institutions that are optimistic about this main line, and too much money has gathered in it, the market valuation of this line has been relaunched. It has never been down, which has led to the performance growth of this line not keeping up with the changes in valuation.”
"That is to say, as far as the current situation is concerned, the line of 'technological growth'..."
"In most conceptual sectors, the performance growth rate has failed to match the valuation changes, that is, the expected fulfillment may fail."
"These factors have directly led to the uncertainty of market outlook expectations for the line of 'technological growth'."
"With this kind of uncertainty, its internal bargaining chip structure is becoming more and more chaotic, and the group of institutions holding positions has been fighting each other. During the adjustment, the core capital of the market will no longer choose to fully gather within the main line of 'technological growth'."
"That is to say, for the line of 'technological growth', even if there is a follow-up market, the market will inevitably be in a differentiated form, and it will not be possible to form a collective upward and independent breakthrough trend like last year and next year."
"Therefore, I don't think it is necessary to worry that the follow-up line of 'technological growth' will continue to siphon active capital groups on the main board of the Shanghai Stock Exchange."
"Of course, the line of 'technological growth' still has considerable investment value and investment opportunities in terms of long-term expectations, but the current... is far from the time to re-layout."
"In this offline investment strategy conference in Shanghai, many institutions announced that the market will break through the line of 'technological growth'."
"That is completely a lie that does not respect the actual trend changes in the market, as well as changes in various emotional expectations, and weaves a self-feeling lie. As expected, these guys are now shooting themselves in the foot. pity."
Hearing Su Yu's analysis, Li Meng thought about the investment logic carefully, and responded: "The performance growth cannot keep up with the valuation performance, which leads to insufficient short-term and medium-term expectations for the line of 'technological growth'. Many core stocks are expected to I still agree with the logic of investment thinking that there is uncertainty in future growth. However, there is a line of "technological growth", the expectations of several sectors, and the logic of fulfilling expectations are quite clear and consistent. Strong."
"For example, the field of 'Internet Finance' we have laid out."
"There is also the 'e-commerce' sector that has just hit the market sentiment and is far from expected to land."
"These two sectors should continue to strengthen in the future, right?"
"If the continued strength of these two sectors is used to re-condense the expectations and sentiments of the 'technological growth' line? Will it divert the active capital accumulation effect in the market breakthrough trend? This will lead to divergence in market expectations ?”
Su Yu smiled and responded firmly: "No, 'Internet Finance' and 'E-Commerce' are two hot concept sectors, although the current hype expectations are strong, and the positive expectations have not yet come to fruition. It also has strong emotional support, but these two sectors are too small to support the entire main line of 'technology growth'."
"If you really have funds to use this as a springboard to leverage the entire main line of 'technological growth'..."
"That is at most a delay in the adjustment of the main line of 'technological growth', which is rapidly retreating and collapsing, and cannot reverse the decline in the short-term trend."
"Moreover, the line of 'technological growth' has recently attracted a lot of funds from various sources."
"Now that expectations have failed, and the market's mainline market breakthrough has not chosen this outlet, it is very clear that all kinds of funds are fleeing."
"In such a situation..."
"Not to mention that it can divide market expectations, causing market funds to divert."
"Even if it's not led by the core leading stock that is 'LeTV', a bearish core stock, leading to a big crash, it's not bad."
"The initiative of the market has returned to us for the time being..."
When Su Yu said this, his eyes were firm, and his heart was full of pride and honesty: "Since the market has chosen to break through the direction of the main line market dominated by us, what we can do is to try our best to match the market's height and market expectations in the favorable cooperation with the market." Expected space, ignite the flame of the bull market, and maximize the huge profits in the market."
"Be prepared for danger in times of peace."
"But at this time, the hurricane of market sentiment has already faintly formed, and the curtain of the bull market is looming, so we don't need to worry too much."
"Okay!" Li Meng smiled, seeing that Su Yu was full of confidence, he was also very happy.
She stared at Su Yu's slightly handsome face, and was completely infected by Su Yu's self-confidence in her heart. She once again flashed the stereotyped impression of Su Yu in college before, and suddenly found that... sitting not far from her The people here have already completed the transformation of temperament, and there is no trace of the past.
"Why are you looking at me like that?" Su Yu felt Li Meng's gaze and asked with a smile.
Li Meng chuckled lightly, and replied: "Suddenly, I feel like...you are more and more like those industry bosses I used to know."
"Wealth will strengthen a person's confidence, and it will also change a person's temperament." Su Yu smiled, "This is called 'wealth nourishes people', haven't you heard of it?"
Li Meng shook his head and said with a smile, "I've never heard of it."
"Oh, that's right..." Su Yu paused for a while, then changed the subject, "I'm going to Hong Kong City tomorrow, and I'm going to talk to Mr. Du of 'Global Atlantic Capital' about the joint investment in 'Three Fast Online' of this project."
"Has the 10 billion loan from 'Zhenhua Capital' arrived?" Li Meng asked, "It's so fast, I thought it would be the end of the month."
Su Yu nodded and said, "If someone wants us to owe this favor, it will naturally be done quickly."
"En!" Li Meng replied, and asked again, "How many days?"
"I should be able to come back on Monday!" Su Yu said, "Liang Bin has already taken care of the specific negotiation matters. I just went to meet and sign a contract."
"Oh, yes, and..."
When Su Yu said this, he thought of another thing: "The decoration of the house I bought before should be almost completed. You can help me take a look tomorrow. If there is anything that is not satisfactory, let the decoration company and the design team change it as soon as possible. This It’s time to change it, it’s still too late.”
"I'll help you look at it?" Li Meng was taken aback, "Didn't you entrust Yu Ling to take care of the house?"
Su Yu said: "I'm not talking about the ones I took over from 'Pengyuan Real Estate', but the ones I bought in 'Binjiang New City' before."
"Oh!" Li Meng came to his senses, "That's fine, I'll call Yuling to join me tomorrow."
The two chatted for a while. Li Mengmeng was getting late, and the drama he was chasing at the same time was over. He left the tablet on the coffee table, said "good night" to Su Yu, and was about to get up and go back to the bedroom to sleep, but he didn't want to sit For too long, when I got up, my feet went numb and I fell to the ground.
Su Yu was sitting not far from Li Meng, seeing this situation, he hurriedly moved his hand forward.
But he didn't want to rush, and interspersed with her breasts, which made both of them a little embarrassed for a while.
After Li Meng took a shower, she changed into a suspender dress. Even though she was wearing underwear inside, the feeling at that moment was still very obvious, and her heart beat a lot faster.
In fact, the two have come so far, except that the two sides have not expressed their attitude.
In the eyes of others, in the eyes of everyone in the company, they are no different from lovers.
"Sorry." Su Yu coughed lightly.
Li Meng sat back on the sofa again, rubbed his numb legs, and said nonchalantly, "What time is your flight tomorrow? If it's too early, there's no need for Dai Lingna to drive here. I'll just drop you off."
"Okay!" Su Yu responded.
Afterwards, Li Meng's legs became less numb, so he got up and quickly entered the bedroom.
Lying on the bed in the bedroom, watching the bright lights of the city outside through the window of the bedroom, Li Meng unconsciously recalled the scene just now in his mind, his ears slowly began to turn red, and at the same time... Thinking wildly, I don't know what Su Yu thinks about her.
The two have rented together for so long.
In fact, she was still expecting something to happen when she was thinking about it occasionally.
But if Su Yu doesn't take the initiative, she can't help it. At least... She feels that she can't let herself take the initiative to take that step and draw in the relationship between the two of them.
"Hey, forget it, don't think about it!" The more Li Meng thought about it, the more he felt that he was not serious, so he quickly cut off his thoughts.
Su Yu didn't know what was going on in Li Meng's heart, but he felt that the other party cared more and more for him. Of course...he also enjoyed this feeling and thought it was good. As for more, he didn't Think clearly about how to take that step to make the relationship between the two of you closer.
After all, he felt that the two were both friends and partners in the company.
Once the relationship is not good, it will be unfavorable for both individuals and the current development of the company. In other words, there are a lot of worries in the heart, which leads to the slowness of action.
The two of them had their own thoughts, separated by a door of the bedroom, and had a lot of wild thoughts from a mile and a mile away.
After that, near 10 o'clock in the evening, Su Yu continued to browse through some important information in the market, and checked the topics of stock forums for a while before falling asleep.
The next morning, after 7 o'clock, the two woke up almost at the same time.
Li Meng made breakfast, and Su Yu ate a little after washing up, and then they both went out.
Li Meng drove Su Yu to the airport, and then turned back to Shi Yuling's residence to pick him up to see the house together. Accompanied by Dai Lingna, Li Xiaoling and other assistants, and two department heads of the company's venture capital department, Su Yu, Board the plane together and board the plane to Hong Kong City.
At noon, the plane landed in Hong Kong City. Liang Bin and his group were waiting at the airport.
Afterwards, under Liang Bin's arrangement, he had lunch and rested for a while. When dinner was approaching in the afternoon, Mr. Du of Atlantic Capital met with Su Yu and other members of 'Yuhang Investment' at the Peninsula Hotel.
"President Su, I didn't expect you to be so young." At the dinner table, the bald and tall President Du held Su Yu's hand with a smile, "President Su is a legend in the domestic asset management industry. Far away in Hong Kong City, but it's like thunder."
(End of this chapter)
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