Consumer male god

Teacher Han from the production team didn't rest for long. He took a sip of water and waited for everyone's passion to brew for a while before launching the next plan.

"Holding the stocks of the five major banks for a long time is a conservative plan. It does not pursue explosions and pays more attention to safety and stability.

The plan I prepared for risk-neutral investors is a compound fixed investment plan with medium risk, medium return, and a time period of one and a half years based on my judgment of the future trend of the stock market.

Compared with long-term dividends, it may not necessarily win in terms of final returns, but it requires a shorter holding time, which in disguise reduces our operating costs.

You may not know that Zhongmei’s two products, [Supernova No. 1] and [Skyline No. 1] are short-term funds with a closed period of only eighteen months.

Some friends asked me, why only set it for such a short time?

To answer this question, it involves my overall judgment on this round of market conditions.

OK, everyone can start taking notes. "

Han Lie casually turned the page of the PPT, and three questions in large font appeared on the screen.

1. What are the reasons why this bull market will definitely come?

2. What are the characteristics of this bull market?

3. How long is this bull market expected to last?

Han Lie's voice suddenly turned cold, his tone was gentle, and an objective, neutral, and calm feeling came over him.

“The existence of this bull market is the basic consensus of the industry. There are not many differences, and they are mainly concentrated in aspects such as time, height, structure, etc.

I don’t know how many of you here are willing to believe that a bull market is on its way.

But I believe that when you hear my reasons, you will definitely believe my judgment.

First, a bull market must be supported by the external economic environment.

That is: the overall economic environment is improving, the profits of most listed companies are growing rapidly, new industries are driving a new round of outbreaks, and new themes are opening up huge space for imagination...

Some time ago, I gave a small lecture at SISU to briefly review the impact of the new era.

What is the new era?

Mobile Internet era.

Where is the new era?

Right before your eyes.

Today, 4G communications have been fully opened in the Magic City, and you should have felt the difference.

This is a new experience that is 8 to 10 times faster than the PC era in all aspects.

If I hadn't disabled your cell phone, you could now turn on VX, point it at me and start shooting, and you could send the entire 10-minute video to your friends in about 3 seconds.

what does that mean?

The convenience of information dissemination has been greatly improved. At the same time, the information we disseminate in the first place still has an extremely high density——

In the past, you had to sort out the contents of your notes, form a written summary, and then share it with others.

What now?

Just a video to share.

You can even start simultaneous live broadcasts to directly expand the number of listeners to thousands, tens of thousands, or hundreds of millions.

And it is not limited to space or region, and it can fully cover the life circle, work circle, entertainment circle, and even domestic and foreign countries.

what does that mean?

It means a disruptive change in entertainment interaction.

Mobile games, live broadcasts, short videos, mobile TV dramas, instant shooting and instant posting, the era of personal podcasts, life is fully shifting to online, smart devices, network services, the Internet of Everything...

With the improvement of mobile phone hardware, the power of "sharing" will no longer be exclusive to the elite, and the cost of sharing will become lower and lower. Every ordinary person will become an information output terminal, dramatically expanding the territory of the mobile Internet.

In this information revolution, a large number of new ecosystems will emerge, bringing huge profit prospects and imagination to relevant listed companies.

When a company makes money, it is reflected in the stock price, which will rise even if it doesn't rise.

The enthusiasm of investors is already ready to go. Monster stocks such as Zhongqingbao, Zhangqu, and Wangsu have fully proved this, and they are far from releasing the dividends of the new era.

Second, a bull market also needs solid financial support.

Regarding this issue, we can actually think about it in conjunction with the loan restrictions in the real estate industry.

As of the end of last year, our total broad money supply increased by 13.6% year-on-year, with a balance of 110.65 trillion yuan. At the same time, real estate loan restrictions have intensified. Now there is a large amount of money on the market with no place to go. Where will it eventually flow?

Last year, quite a few companies in the A-share market got out of the predicament in the last round of crisis, profits began to recover, and high bonuses and bonuses emerged one after another. But why didn't many people shout that a bull market was coming?

Because in the middle of last year, there was a serious money shortage in the financial market. At that time, we clearly realized that only monster stocks could appear in the stock market, and there was no basis for setting off a big market trend.

If you don’t have money, what kind of cow is that?

But looking at this year, if the fundamentals improve further, will we have money to invest in the stock market?

I think not only there is, but it will be abundant.

Everyone here, except for the old buddies who are engaged in real estate, each of you has a lot of spare money in your hands that you cannot invest. You know best, right?

Therefore, the bull market will definitely come, just this year.

I told you about a time point earlier - my next lecture should be from July to September this year.

Why?

Because during that time window, listed companies began to release their mid-year financial reports intensively!

At the same time, the country's mid-term economic data released in early June and the monetary policy announced by the central government from late June to early July are two other important factors.

Once the fundamentals are confirmed and the financial situation becomes more optimistic, it is inevitable that Big A will rise in response!

Someone asked me before: Teacher Han, you dared to predict when the bull market would come nine months in advance. Have you ever learned fortune telling?

I just smiled and didn't respond.

Now, I have given you the reasons and logic for my judgment. Do you think this is metaphysics?

Isn't it?

In fact, this is just the simplest data analysis.

On the day when the three basic factors of the bull market, fundamentals, capital, and policy, are in place, everything will fall into place.

Now we are in a bottoming stage, which will basically last until June.

So why am I so sure that below 2000 points is the bottom and 2200 points is the rebound top?

Because time is running out and conditions are not in place.

It can't go up or come down, so doesn't it have to fluctuate within a narrow range?

Last time I was in Pufa, I didn’t give a separate lecture. Many people listened to my lecture and their reactions were extremely extreme.

Some people were very shocked: Oh, Teacher Han, you are so awesome! How dare you set the point so accurately...

Some people are dismissive: Why does this kid look like a magician? Pretending to be mysterious!

In fact, this is a knowledge barrier caused by not understanding the operating mechanism of the stock market.

To be more objective, I am not that great, and there is no pretentiousness. This is just basic skills plus a little in-depth thinking..."

When Teacher Han started to be humble, the audience couldn't hold it any longer.

You call this basic skills? !

The corners of the knowledgeable people's mouths twitched and their expressions were twisted.

They originally had their own understandings, but now they were almost all convinced by Han Liegan, and they agreed with his judgment to a great extent.

The more I agree with it, the more I understand how difficult it is.

Who is not the top genius who can see through the fog of mystery and see the future? !

Not to mention Han Lie, who clearly calculates points, trends, and breaking points. For such a person, even calling him a monster is not enough!

Two words must be added in front - peerless!

It's easy to pick up, and it's not limited to on-field skills, nor is it trapped in the rigid academic thinking in the macroeconomic field. Unless you see it with your own eyes, who would dare to believe that Han Lie is only 20 years old? !

The group of private equity tycoons were numb after hearing this, and they kept doubting life - numb, can I really trade in stocks? !

Someone had the courage to ask the chief helmsman: "Mr. Xu, what do you think?"

Xu Xiang nodded excitedly: "I basically agree with his judgment. It's very inspiring! In the next wave of rebound, smart devices should have great potential!"

Just such a sentence made the surrounding private equity managers look at each other silently and make a decision in their hearts...

As for those leeks who are unaware of the difficulty, the reaction is simpler.

Is the applause enough? !

If it’s not enough, I’ll give you another one, what’s the big deal!

Don't think they are shameless. There are too many people now, and the truly shameless things are all behind...

For example, the reaction of Fatty Chen, the coal boss of Mengcheng, is very representative.

"Damn it! Teacher Han is so awesome! Once he explained this matter so simply and clearly, I couldn't even understand it!"

He slapped his thigh hard and grabbed Pan Dajun with his backhand.

"Brother Dajun! You have to help me! I will arrange for us to treat Teacher Han to a meal tonight! What show does Teacher Han like? I have to make a big scene for him!"

Big Gold Teeth grinned and gritted his teeth, and echoed fiercely: "Celebrities? Supercars? Luxury watches? It really doesn't work. Let's fill a big yacht with a boatload of beautiful girls, and let's go out on the high seas and party like that. People from 14 to 38 years old , there’s always one he’s proud of, right?”

Pan Dajun's head was buzzing, and he felt like they were all crazy.

"No, what are you going to do?"

Fatty Chen touched his scalp and smiled naively: "Why not! I just want to get in a car..."

Fang Dayou, who looked like an old man from the village, smiled and said: "Teacher Han is amazing. Being able to communicate with experts is nothing. He can make us, a bunch of rough guys who haven't even finished elementary school, understand all this." , incredible!”

Don't think that coal bosses are stupid. In fact, although they have little education and culture, they are more sensitive to professional abilities because of this.

Han Lie basically didn't use any professional terminology, but he was able to clearly explain the logic of the inevitable arrival of the bull market, which greatly reduced the difficulty of acceptance. In their view, this was their greatest skill.

At the same time, they also strictly abide by the style of not doing anything they don't understand personally and letting experts do it, and they are determined to "contract".

No matter how good the plan Han Lie came up with, could it be safer than giving him the money directly? !

impossible!

Teacher Han, what you said about buying fixed investments from banks is very reasonable, but we don’t care about that, we only believe in you!

Pan Dajun looked at his fellow villagers who were eager to try, and finally controlled his regrets.

——If I don’t sell all the property rights of Mengyuan, but cooperate with Han Lie equally, how much will the more than 90 houses cost?

Forty thousand per square meter? !

TUI, who are you looking down on? !

Just because they want to get on the bus, if it’s less than 60,000 per square meter, Mengyuan is not worthy of allowing Teacher Han to move in!

When Pan Dajun thought that the top-end mansion he had finally developed would be sold by Han Lie for a sky-high price, he couldn't help but sigh.

However, he was a sober and tough man after all, and he quickly threw away this ridiculous idea.

In his hands, Mengyuan is only worth forty thousand at most, and he has to sell it carefully and slowly.

Only in the hands of Han Lie will the greatest value be released.

This is someone's ability, and I can't envy him.

But the problem is...

We are obviously the same age, but why does my kid act like he is mentally retarded? !

The gap between humans and dogs shouldn’t be so big, right? !

Pan Dajun glanced at Pan Shaohang, who had a mouthful of laughter, eyes full of stars, and no idea what he was fantasizing about, and he began to dislike his own son like never before...

On the stage, Han Lie took a sip of water and immediately started the next round of sharing.

“Now that we understand why the bull market came about, the characteristics of this bull market are self-evident.

There is no need to predict in advance what its form will look like.

We only need to know its biggest characteristics, and we can easily find a position suitable for us to play.

What is the biggest feature of this...

I won't announce it yet, but is there anyone willing to take the initiative to guess? "

Han Lie's sudden interaction pushed the atmosphere to a higher level.

There are many people who are willing to raise their hands to answer, and they are very enthusiastic.

Han Lie ordered three people, one of whom was a young employee from Pudong Development Area, one was Guo Yihuai, and the other was a guest from his hometown.

The Pudong Development Bank employee was so excited that his face turned red, but overall he was very confident and generous, and his language was very beautifully organized.

The core point of his answer is: "The market is extremely clear and structured, and monster stocks appear frequently, but the market will be significantly weaker than individual stocks."

"Very well, please sit down."

Guo Yihuai was specially selected by Han Lie to show his face, mainly to sell him well to his father.

As a result, the handsome idiot stood up and said: "What are the characteristics? It must be my brother lie who has the final say?!"

Suddenly there was a snicker.

The idiots at the State Council almost burst out laughing, but Xiao Guo was quite proud...

Han Lie was so angry that he wanted to cover his forehead - well, this favor was sold to Lao Guo Ma's lap!

Unexpectedly, guests from his hometown saved Xiao Guo's reputation.

The one who stood up was Big Gold Teeth, grinning, which was surprisingly both bold and vulgar at the same time.

"Teacher Han, you said that this bull market has not lasted long, so I shuddered. I thought, could it be particularly strong and hard? Just like when I was young and had just fallen in love with someone..."

"puff……"

I don’t know who laughed first, but the situation became uncontrollable after that.

"Hahahahahaha..."

A group of very wealthy tycoons, after experiencing the impact of two mentally retarded people in succession, finally couldn't bear it anymore, and they all smiled like big geese.

"Each one has more ideas than the other..."

Han Lie shook his head and joked: "Did you see it? The industry really needs me. If they are allowed to get involved in the stock market, how much money will their family have to make?"

The laughter expanded again, but this time, everyone's attention returned to Han Lie.

This kind of on-the-spot reaction was extremely impressive, and it immediately reminded the majority of leeks - if you really can't do it yourself, you still have to follow Teacher Han.

Han Lie didn't waste any more time and directly announced the answer.

He raised his voice slightly and his voice became passionate.

"The biggest feature of this bull market is one and only one - money! Money with nowhere to go, extremely abundant, low cost, and flooding in!"

As soon as this judgment was made, most of the venue fell silent instantly.