Rebirth of the investment era

"Isn't this... bad?" Zhou Guohua said. Yuan

Xie Zhenhua smiled and responded: "If you want to win over such a person, it is better to provide help in times of need than to add icing on the cake!"

“Mr.

Xie Zhenhua nodded slightly and continued to give instructions: "Don't be too deliberate. Just like what Lao Zhou said just now, the loan approval for this type of project is still so large that it is difficult to pass the bank's risk control. You only need to do this Just point out the correlation between the purpose of the loan approval and the project they invest in. Later... the risk control department of the bank's loan approval will naturally examine the risk level of the loan. I estimate that even if the loan can be approved in the end , the time it takes will probably not be short either.”

The assistant listened to Xie Zhenhua's instructions, then responded and left.

Zhou Guohua thought about it for a while, but also understood Xie Zhenhua's motives, and said: "Xie always wants to take advantage of the loan they approved to be blocked, deliberately show favor to it, and win over this institution, or to win over this person named Su. Boy?"

"Why can't we take the opportunity to invest in this institution?" Xie Zhenhua said with a smile.

Zhou Guohua coughed slightly and said: "Even if the loan they approved is blocked, Su will not easily use the equity of the company 'Yuhang Investment' for financing, and the actual assets in his hands are Quite a few. It is not impossible to collect 1 billion in cash through other methods!" Yuan

"besides……"

Zhou Guohua paused for a moment and continued: "Their investment in 'Sankuai Online Network Company' is just an external investment project. Although they may have signed an agreement, even if they fail to perform the contract, give up the investment project and compensate part of the liquidated damages, it will basically be It will not have much impact on their company’s operations and fundamentals.”

"In short, the actual impact of this loan approval on their company will not be too great."

"In this case, Mr. Xie wanted to take the opportunity to invest in this organization. Since 'Yuhang Investment' has not encountered major difficulties, to be honest...according to my understanding of this young man named Su, it is very It’s difficult to break into, relatively speaking, it’s better to take the initiative to lend money to them when their loan approval is stuck and they are temporarily short of money, so as to form a good relationship and at the same time build a favor.”

"What you said makes sense." Xie Zhenhua thought for a moment and responded.

Zhou Guohua smiled and continued: "No matter who it is, the 1 billion favor will be moved, right? But now that Qian Zhongmou has found this guy named Su, looking forward to the future, 'Yuhang Investment 'The development prospects of this organization are indeed unlimited, and this 1 billion favor is still worth it."

"I hope so!" Xie Zhenhua nodded. Yuan

"How is Wan Ting doing recently?" Zhou Guohua hesitated for a moment, then changed the subject and asked.

Although Xie Wanting is the apple of the Xie family's eye and has little to do with him, at any rate, the other party still called him master when he was at Anlan Fund Company, and he has always treated her as his daughter in his heart. She left Anlan Fund in this way. For a long time, it was hard for him not to care.

Hearing Zhou Guohua mention his daughter, Xie Zhenhua couldn't help but sigh softly and said: "Wanting's temperament is exactly the same as her mother's. Whatever I say now will be of no avail. No... I'm still staying in Yuhang. Fortunately Her cousin Chen Yao is now able to do some things, and she can basically keep an eye on her."

"Wanting's temperament is a bit stubborn." Zhou Guohua nodded slightly, "But children mature slowly. In a few years, she will understand."

Xie Zhenhua shook his head helplessly and said: "In a few years... Hey, forget it, let's not talk about this child, let's talk about the recent market performance? The institution 'Yuhang Investment' put all its positions in, and the market rebounded In full swing, the hype on the two main lines of 'military industry' and 'big infrastructure' is also booming. What do you think of all this?"

"The market should be entering a rebound cycle for the time being." Zhou Guohua said, "But the specific continuity needs to be further observed."

"As for the altitude, what's your judgment?" Xie Zhenhua continued to ask. Yuan

Zhou Guohua thought for a while and replied: "Based on the new buying volume in several trading days this week, the height of 2400 points should be visible. As for whether it can hit 2500 points again and open higher There is currently no sign of market space.”

"It means that according to your judgment, the market trend is more likely to fluctuate in a range, right?" Xie Zhenhua continued to ask.

Zhou Guohua nodded and said, "That's right."

"Have you ever thought about the possibility of a market breakthrough?" Xie Zhenhua took a sip from his tea cup and said with a genuine smile, "There has been a lot of good news in the recent market news!"

"Breakthrough?" Zhou Guohua was slightly stunned and said, "The real pressure above the index is at the 2500 point line. It is not easy to really break through the 2500 point mark. This is not only because there are a lot of good market news. The message can truly come out."

"Furthermore, the external market trends don't seem to be good either."

"Although U.S. stocks staged a relatively strong rebound last night, they still look shaky." Yuan

"At the same time, the global economy has not completely escaped the shadow of the 2008 financial crisis. Various problems and local crises still exist."

"The Shanghai Stock Index has been below 2,500 points for three years."

"Market investors expect that at 2,500 points, they are basically bearish."

“With the superposition of these various factors, the chances of the Shanghai Stock Exchange Index achieving a breakthrough are quite slim!”

"It's not like there's no chance at all, right?" Xie Zhenhua said with a smile, "According to several high-level national meetings, we will promote the healthy development of the domestic financial trading market, promote the in-depth reform of the domestic capital market, and promote the stock market to better play its role as an economic barometer. … These words and topics have appeared not once or twice, which shows that a sustained bull market is needed in terms of policy direction.”

"It is true that the global economy has not completely escaped the shadow of the 2008 financial crisis."

"But short-term signs of economic recovery have already begun to show. This can be felt from the direction of U.S. monetary policy and the direction of each Fed interest rate meeting." Yuan

"At home, in order to maintain sustained economic growth, we have also begun to adjust existing macro policies. On the one hand, we have reopened restrictions on the property market and promoted 'new infrastructure' to stimulate the economy; on the other hand, we have provided continuous policy support to emerging industries. Promote the development of the Internet, mobile Internet, smartphone industry chain and other industries.”

"Overall, the domestic economic recovery potential is probably much deeper than we think."

“Mr.

Xie Zhenhua smiled softly and did not answer directly. Instead, he continued: "The domestic financial trading market is a compound policy market. Although in the market trend pattern, there is usually a pure trading capital force at work. But in general, it still serves policy guidance.”

"Recent market news changes very frequently."

"Coupled with the good news in various aspects such as the 'Shanghai-Hong Kong Stock Connect', 'Reform of State-owned Enterprises and Central Enterprises', and 'Pension Funds Entering the Market', it is basically that the regulators are directly stimulating the stock market."

"At the same time, the Fed's monetary policy shift will also drive domestic monetary policy." Yuan

"I feel that the market has reached the critical point of long-short formation. I can't say, at this position, the combined forces of internal and external factors can really stimulate a bull market!"

After listening to Xie Zhenhua's analysis, Zhou Guohua was shocked in his heart.

He doesn't have to care about other people's opinions on the market, but he has to care about Xie Zhenhua's judgment on the market. After all, the other party is really a veteran who has experienced the ups and downs of the market. He is better than him in terms of market news channels and market trend insights. Much more sophisticated and profound.

Since the other party has already shouted the slogan of "Bull Market" at this moment, he has to pay attention to it.

"Since even Mr. Xie said this, it seems that I have to go back and re-examine the market trend and adjust the trading strategy accordingly." Zhou Guohua pondered for a while and said with a smile, "The funds of the 'Yuhang Department' have fully changed. , it seems that it is not just a signal for the market to go long!”

Xie Zhenhua chuckled and said: "This is just my personal view and opinion, I can't count it."

"Mr. Xie's personal opinion is still of high reference value." Zhou Guohua responded with a smile, "It's true that I overlooked a lot of important things." Yuan

The two of them just sat in the yard, chatting.

From Yuhang Investment, we talked about market trends; from market trends, we talked about domestic and foreign economic situations.

At the same time, in another villa in Yanjing, Liao Guanghua, who is the general manager of the proprietary investment department of Huashang Securities, also received a private meeting with Qian Zhongmou, the newly transferred director of the special investment strategy department of the pension fund, Yuhang Investment. Su Yu, the company's gossip, couldn't help but sigh, and sighed in surprise: "I didn't expect that the planning process of 'pension fund planning to invest in the market' had just started, and Yuhang invested in this institution and came out on top."

"Is the news... accurate?" asked Zhang Guangnian, chief analyst of Huashang Securities, who happened to be a guest at Liao's house.

Liao Guanghua gently raised the phone in his hand and said: "The number from Huijin's old Zhao should be correct. Director Qian acted really fast. He has targeted the institution 'Yuhang Investment' so quickly." .”

"Since the news came from Lao Zhao, it should be correct." Zhang Guangnian responded and continued, "But Director Qian's move is too fast, isn't it?"

Liao Guanghua was silent for a while and said, "Someone should be making connections!"

"Who could it be?" Zhang Guangnian asked.

Liao Guanghua shook his head and said, "It's hard to guess. According to Director Qian's journey south, it's possible for anyone!"

"For the institution 'Yuhang Investment' to take the lead and win the first share of the cake, this is equivalent to a slap in the face of the entire state-owned asset management system!" Zhang Guangnian said, "This 'Yuhang Investment' Mr. Su, who invested in the company, is growing so fast that people are caught off guard."

Liao Guanghua nodded slightly and agreed: "If the emerging asset management institution 'Yuhang Investment' is really allowed to get a share of the 'pension fund market investment' pie, this institution will probably become the entire domestic asset management institution." It is a company at the forefront of the industry. In fact...if you think about it carefully, it may not be a good thing for this organization."

"But it's not a bad thing." Zhang Guangnian added, "But you... are you afraid that you are stressed?"

Liao Guanghua laughed twice and said: "The performance of our self-operated investment department this year is very good. Many self-operated funds are selling well in the market. What pressure can I have? Speaking of it, Yuhang Investment 'This Mr. Su is really the lucky star of our company."

"Since he launched the 'Fortune Road' trading seat in our sales department..." Yuan

"Our company's brokerage business and commission income should have increased by more than 10%, right? Moreover, the sales of self-operated funds have also increased step by step every quarter. I heard that our company's brokerage business and fund share sales scale business now, It has almost entered the first echelon in the industry.”

"You know, we were still far behind Huaxin Securities, Huatong Securities, Huaxin Construction Investment, and Huatai Securities!"

"Sure enough, those who are closer to the water get the better!" Zhang Guangnian said with emotion, "The influence of President Su of 'Yuhang Investment' is really growing."

"You say...should we reciprocate the favor?" Liao Guanghua thought for a moment and said.

Zhang Guangnian was stunned and responded in confusion: "What do you mean?"

"Agency fund management business!" Liao Guanghua chuckled, "In our self-operated investment department, those funds that are not selling well can be handed over to the agency 'Yuhang Investment' for agency management. Let's follow Director Qian's example If you do this, you might get unexpected results.”

Zhang Guangnian was shocked and said in shock: "Old Liao, how dare you think about it!"

"In the domestic financial trading market, it is hard to find talents, so naturally they should be used rationally." Liao Guanghua said, "Since Director Qian dares to set this precedent, what's the harm if we follow suit? Even if we do this... fund management fees will definitely increase. The income is a lot less, but the fund sales scale, with this guy’s current fame and market influence, should easily increase in volume. It can be said to be a win-win cooperation!”

“You will know how enthusiastically the majority of investors are trading in the ‘Yu Hang Series’ fund shares in the current market.”

“Have you ever seen private equity funds being transferred at a premium of 20% in the over-the-counter market?”

"This is the current situation of the 'Yu Hang Series' fund."

"Old Liao, if you want to expand fund sales, this is indeed a shortcut, but the risk... is also not small." Zhang Guangnian said, "The 'Yu Hang Group' private equity funds have not been established for a long time. Although its net worth curve trend is very perfect, it has not been verified by the market for a long time. Once we take advantage of its momentum and hand over the fund to them for management, when the performance of the 'Yu Hang Series' fund collapses, we will be lifting a stone. Smashed myself in the foot!"

Liao Guanghua smiled and said: "Director Qian is not afraid of these concerns, so what are we afraid of? Isn't the importance of pension fund investment in the market, appreciation and preservation of value, not as important as that of our company's self-operated funds? Don't worry... No matter what happens, there are people who are stronger than us who are carrying it. Even if the stone is thrown, it will not hit our feet."

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