Rebirth of the investment era

"Let's see the development of Mr. Su in another year or two."

Chen Yao said: "In the financial investment industry, there are many brilliant people, but there are very few people who can maintain stable development, truly take root, and continue to make progress. After all, there is only one Berkshire Hathaway in the world. , I think my uncle doesn’t quite agree with Mr. Su, because he knows the dangers of this business and wants your life to be smoother."

"So, don't be too hot-headed and rush forward."

"We are not children anymore. Wan Ting, you have to understand the specific balance of interests."

"As I said before, Haixin Steel was at its peak a few years ago, and Li Zhaohui was the richest man in Shanxi Province. He was very proud of himself in the political and business circles. But what do you think about it now?"

"Although this Mr. Su is not a person like Li Zhaohui, it is always good to be cautious and prudent when it comes to important matters in one's life."

"Cousin, are you thinking too much?" Xie Wanting said, "They may not be able to like me yet!"

Chen Yao smiled and said: "You don't have to worry about this. Considering your own conditions, there are so many handsome young men waiting to marry you. Why should he look down on him? And... I think this Mr. Su is the same." He is a very smart and rational person. You are the only daughter of the Xie family. If he marries you, he will not only be able to earn a 'Zhenhua Capital' for free, but he will also be able to make use of the achievements that your uncle has made in the domestic and foreign financial circles over the past twenty or thirty years. It can be said that countless connections and foundations... will be of great help to his career. As long as he is not stupid, there is no reason not to fight for it."

"Besides, it's nothing compared to family background and family background..."

"In terms of appearance alone, cousin, you are no worse than those big stars in front of the screen. That's all. If he still doesn't like you, then he is really blind."

"Cousin, it would be great if everything could be analyzed rationally." Xie Wanting sighed softly.

"You..." Chen Yao chuckled, "You also said that I think too much. Looking at the way you worry about gains and losses, you think too much, right? Don't worry, there are so many good men in the world, and my cousin will help you choose carefully. one."

"I... how can I?" Xie Wanting retorted and hurriedly changed the topic, "Cousin, what's the 'land' you were talking about with him before?"

"Oh!" Chen Yao asked her about it.

He couldn't help but briefly tell her about the land in Su Yu's hands.

Xie Wanting was surprised when she heard that Su Yu spent 100 million to hoard a large piece of industrial land half a year ago: "Isn't their company a private equity investment company? Why did he buy that land? And industrial land is not Can it only be used to build factories and do industrial development and the like?"

"Not necessarily." Chen Yao said, "Land use can be changed. Of course, this must be based on the local urban planning, documents issued by the Housing and Urban-Rural Development Bureau and the Ministry of Housing and Urban-Rural Development."

"But their company doesn't have real estate development qualifications!" Xie Wanting said.

Chen Yao smiled and said: "That's why I said cooperation. They don't have it, but our 'Chenghui Real Estate' does! It's just that the value of the land in his hand has not been fully highlighted yet. How will Yuhang's urban construction macro-plan go? , I am just guessing in which direction it will develop. I say it is cooperation, but in fact I am still a little hesitant."

"However, I see that his attitude towards this matter is not positive."

"Thinking about it, he must have already had an idea of ​​how to use the land in his hands!"

"Hey, forget it, let's not talk about this anymore."

"It's better to take a look at the gifts everyone gave you!"

As she said that, Chen Yao deliberately picked out the gift from Su Yu from the gift bags beside her, and then handed it to Xie Wanting: "Look at what Mr. Su gave me, I'm quite curious. .”

Seeing the curious look on her cousin's face, Xie Wanting hesitated and opened the gift package.

"Hey, this necklace suits you very well." Chen Yao picked up the necklace lying quietly in the gift box, "This person's eye for choosing gifts is not bad."

Hearing Chen Yao's words, Chen Qianmo from the passenger seat couldn't help but look back curiously.

When I saw that it was just a sparse and ordinary crystal necklace, I couldn't help but want to complain about "cheap goods with no creativity", but I thought that if I antagonized my sister, there would be no good results, so I quickly swallowed it back. He smiled and said, "Cousin, what do you think I gave you?"

"You don't need to guess." Before Xie Wanting could respond, Chen Yao turned around and picked up the gift box given by her brother, "It must be something flashy again."

With that said, she handed the gift box to Xie Wanting.

Xie Wanting glanced at Chen Qianmo's expectant look, smiled, and couldn't help opening it, only to see a string of transparent red agate bracelets inside.

"I personally consecrated this to the master of Lingyin Temple." Seeing that Xie Wanting and her sister were a little stunned when they saw the agate bracelet, Chen Qianmo hurriedly explained, "Isn't this my cousin's birth year? So... I was thinking of asking for an amulet for my cousin, and I heard that the master of Lingyin Temple had blessed her with something very effective."

"When did you start believing this?" Chen Yao looked at her brother speechlessly.

Chen Qianmo coughed lightly and said, "For good luck, it is difficult to ask the master of Lingyin Temple to consecrate it. I also burned three incense sticks to get it."

"How much does one stick of incense cost?" Chen Yao asked.

Chen Qianmo said: "It's not expensive, only 100,000 yuan."

"Hey..." Chen Yao was helpless when she heard this number, "You are really sincere!"

"Master said that sincerity will lead to success." Chen Qianmo didn't notice that his sister's tone was wrong, "Sister, next year I will also be in my zodiac year, please help me ask for one."

Chen Yao looked at Chen Qianmo, hating that iron could not become steel, and replied: "I'm not that stupid."

She originally wanted to say that this was just a pure IQ tax, but she swallowed it down after thinking that this was a gift from her younger brother to her cousin.

"Qian Mo, thank you!" Xie Wanting said.

"You should!" Chen Qianmo was very happy to see that his cousin seemed to like her very much.

As the three of them communicated, the car drove into the Chen family villa community, and when they heard the sound of the car, Chen's mother, who had been waiting anxiously in the living room, immediately came out to greet her.

"Mom, why are you still awake now?" Chen Yao saw her mother and hurriedly approached and held her hand.

Mother Chen looked at the three children in front of her and said, "It's so late at night and you don't come back. How can I sleep? Okay, let's go inside. The weather has been getting colder and colder these days."

With that said, Mother Chen welcomed everyone into the house.

At the same time, Su Yu just returned to the hotel at this time.

The next day, December 30, Monday, which was also the first day of the New Year's holiday, Su Yu woke up at around nine o'clock in the morning. When he washed himself and had breakfast, he briefly asked Li Meng and why on the phone. Qian and Liang Bin's situation, and then received another call from Xie Wanting inviting him to dinner.

The two agreed on a location, and then Su Yu went out.

When he arrived at the agreed place, Xie Wanting had already arrived.

"What do you want to eat?" Xie Wanting browsed the menu displayed on the tablet handed to her by the waiter, sliding her slender fingers on the screen, "They also have several famous Sichuan dishes."

"You don't have to take special care of me." Su Yu said with a smile, "I don't care about anything, just order what you like!"

"That's okay!" Xie Wanting nodded.

But when it was my turn to order, I still ordered some dishes that were more Sichuan-style.

"Are you also here to attend this round of financial institutions summit?" Su Yu asked after Xie Wanting ordered her meal, "Or are you just here to have fun?"

Xie Wanting smiled and said: "I represent Anlan Fund."

"Oh!" Su Yu naturally understood after hearing what she said, "What do you think of the theme of this round of summit?"

Xie Wanting thought for a while and said: "The theme is called 'financial technology'. It should mean that traditional finance can also be given the wings of technology to achieve a new take-off!"

“Just like the current hot ‘Internet Finance’.”

"In fact, with the advent of the 'intelligent era' and the 'mobile Internet', it is time for finance to undergo 'technological optimization', get rid of the complicated and bloated service model of traditional finance, and allow transactions to be linked with business. It’s all easier and faster.”

"Moreover, this will also enable domestic finance to be better integrated into the global financial system."

"I think……"

Xie Wanting paused and said: "It should be the general trend for finance to carry the wings of 'technology' and make new reforms and changes, such as 'mobile payment', 'handheld banking', 'handheld financial management', Concepts such as 'handheld stock trading'."

"With the further popularization of 4G networks and the further penetration of smartphones."

"These are all things that are bound to happen and change."

"There is also a 'handheld ordering' system developed by this store that uses 4G networks. Everything around us is becoming smarter and simpler, and the development of natural finance will be no exception."

"At the same time, through these feelings from all aspects around me."

"I can feel that new consumer demand is growing vigorously and exploding rapidly, and new economic vitality has emerged."

“I believe that with the continuous penetration of ‘intelligence’ and ‘mobile Internet’.”

“All walks of life will usher in new changes and new demands.”

"The economy in the post-crisis era will surely be able to gradually shake off the shadow of recession and usher in new growth points under such influence."

Su Yu was very surprised and pleasantly surprised when he heard Xie Wanting's opinion, and responded: "'Financial technology' should be the only way for future financial development. Under the tide of 'intelligent' and 'mobile Internet' , the new macroeconomic growth point has indeed shown signs, but it is still difficult to leverage the entire global economy, promote the continued progress of productivity, and enable the global economy to escape the shadow of recession and return to healthy growth. .”

“After all, this wave of ‘intelligence’ and ‘mobile internet’ is here.”

"Essentially, it is still an extension of the 'Internet economy', and the various pain points of the last round of financial crisis were only covered up by the crazy loose monetary policy stimulation of the world's major central banks. In essence, the essential problems have been covered up and It has not been resolved, so...it is still quite difficult to get out of the new situation."

"Of course, don't look at the whole, look at the parts."

"Related industries under the two major trends of 'intelligence' and 'mobile Internet' will still have huge demand explosions, which will generate huge investment potential and huge wealth."

"Yes!" Xie Wanting responded and continued, "More and more people have discovered this trend and are squeezing towards it. Domestic smartphone manufacturers are also following Apple's footsteps. , making every effort to seize the domestic market, the future... has indeed arrived!"

"but……"

Xie Wanting paused and then said: "Since you are so optimistic about the investment prospects in the two fields of 'intelligence' and 'mobile Internet', why do you have a large increase in your newly announced fund positions in these two fields?" Have you reduced your position? Do you think the valuation is too high, or do you consider the serious lack of market capital?"

"The reduction of positions is to respond to investors' redemption requests and the staged settlement of net worth." Su Yu said, "In terms of macro views, I have not changed."

"only……"

Su Yu thought for a moment and then said: "In the two major fields of 'intelligence' and 'mobile Internet', there may be many demand explosion points, and there are many related industries. The direction and focus of investment are There is no need to stay the same. After all, the explosion points and outbreak cycles of subdivided fields will be different in time and space. If we are desperate for the best, we may go in the right direction, and there will not be much excess profit."

"Understood!" Xie Wanting smiled, "You have shifted your research direction to more explosive industry segments."

"Not necessarily." Su Yu said, "In traditional industries, there are actually many opportunities to be tapped. Under the macro background, the current overall market valuation is actually very low. What the market lacks is confidence, and what it lacks is the central bank. A clear signal to loosen monetary policy."

"Then do you think... the central bank may loosen its monetary policy?" Xie Wanting asked.

Su Yu replied: "It's possible. As long as the huge capital reservoir of the 'real estate economy' continues to fill up, the CPI will naturally drop, so that the central bank will have more room to operate. In fact, the policy has no impact on real estate." The loosening of restrictions has already begun, this is the signal!”

"So that's it!"

When Xie Wanting heard what Su Yu said, an idea flashed in her mind, and she finally understood the logic behind it.

"Actually, in the current market, everyone hopes for a bull market." Su Yu said, "Only in this way can we realize the real adjustment of the economic structure, solve the problem of excess liquidity running around in certain fields, and stand on the side of At the current time point and the sufficient conditions that have been demonstrated, I feel... the bull market should be not far away."

"Yes!" Xie Wanting said, "I feel the same way, but my teacher and my father both think my idea is too naive and optimistic."