Global Monopoly of Technology

Chapter five hundred and seventy-fifth [the undercurrent of the capital market]

Luo Sheng stayed at the National Academy of Defense Military Sciences for four days before leaving. When he left, he was very low-key and confidential, and he was not known to the outside world that he participated in the construction of the national defense military.

On this issue, the approach is very clear. If it can be known to the outside world as late as possible, it will be as late as possible.

Not because of fear, but because it happens later and earns more.

Because the exposure will have a negative impact on the global business of Luo Sheng's two multinational technology companies, especially the business operations of developed countries in Europe and the United States, Laos and the United States will definitely take this opportunity as an "excuse" to do things.

This trouble, you have to divert some energy to deal with it.

Obviously, in line with the principle that one more thing is worse than one less thing, keeping a low profile will not prevent you from doing things.

However, Luo Sheng didn't expect it to last long. Even if he didn't get involved in the military industry, it was only a matter of time before Lao Mei started. The other party would never allow him to control the Internet in the United States.

Still quite conscious of this.

Originally, the two sides basically broke down, but now they are just maintaining their friendship on the surface.

The reason why it is still maintained is that Luo Sheng's deterrence made the other party have to throw the mouse away, but Lao Mei did not do anything, and the "temporary license" of Azure Coast and Bluestar Technology was continuously extended to buy herself time. and save face.

Once the deterrence is no longer effective, Lao Mei will definitely overturn the table without hesitation after being able to bear the loss, and the boat of friendship will overturn as soon as it is overturned.

Luo Sheng estimated that the days of earning money from the Americans were only in the last few years, no more than three years. Taking advantage of the few days left, the North American side could make a few bucks.

As for the military industry, Luo Sheng needs to get the relevant qualifications for the Cote d'Azur, and because of the special circumstances, even if the relevant documents are obtained, the qualifications are temporarily private.

Fortunately, the Cote d'Azur is not a listed company, and it is much more convenient to operate.

In the days to come, Luo Sheng only needs to wait, and it won't take too long. If there is no accident, he will be able to obtain the relevant qualifications and procedures for enterprises to legally enter the military industry in about a week.

Just before the qualification license is issued, the preparation work can be done first, and the teams of the research and development departments of the three major projects can be formed. After the license, the research and development of the project can be started immediately.

...

And just when Luo Sheng focused his energy on the three major military research projects that the military handed over to him,

The capital market is already undercurrent.

On the morning of June 14, Shengfeng Capital headquarters meeting.

The head of the head Qin Weimu, general manager Meng Qiu and other senior executives all attended the meeting. In addition, the senior executives also had a new face, and it was the founder of the original "Xinchuang Private Equity Fund" Wang Xin was also there. List.

For Wang Xin, this time the class transition is a big step up. There are many domestic fund managers, most of whom are born with a master's degree. Simply put, they have no real strength. The top players of the game are also cut into the leeks.

But Wang Xin's resume is quite special. He was born into a poor rural family, and he dropped out of high school after two years of high school education, but he achieved financial freedom in his life at the age of 30.

Financial freedom is everyone's dream.

At this time, Qin Weimu calmly said with a calm demeanor: "Those who do not seek for the world are not enough for a moment; those who do not seek the overall situation are not enough for one area. The internal logic of the current domestic bull market must be looked at. Look at the global pattern. That is, the US stock market has continued to improve since the second half of 2010, while the domestic market has only converted the four or five-year increase in North America into less than one year. This is the recovery performance after the global financial crisis. Bubble performance after global quantitative easing.”

As the only woman in the conference room, Qin Weimu sat in the chief position, and Meng Qiu and others who were present did not have any complaints about it.

In fact, Mengqiu also had an idea when she joined Shengfeng Capital in the early days, hoping to compete with Qin Weimu for the top spot, but she was in the international financial market, and she just let Shengfeng Capital as a technology industry risk Investment institutions can earn tens of billions of dollars every year.

Accurately predicting the bankruptcy of Greece, the European debt crisis, shorting Bluestar Technology, and a series of large sums of money have made Shengfeng Capital a lot of money.

Mengqiu refused to accept it, and everyone present was convinced that they were willing to be led.

Qin Weimu continued: "Why do I judge that the market is about to turn sharply into a bear market? From an overall perspective, the U.S. stock market began to decline after completing the repeated topping last year, and the domestic market also followed the decline from the second half of last year, which is of course indispensable. The turmoil between Bluestar Technology and the Côte d'Azur last year was not the root cause.

"The fundamental reason is the global liquidity contraction and the global investor's concern about possible future interest rate hikes in North America, followed by global economic integration and North America is the leader, has financial hegemony, controls global economic liquidity, and financial assets are the most important It's liquidity."

Everyone in the meeting couldn't help but nodded, and after a while Meng Qiu also spoke: "According to our internal comprehensive analysis and research report, there are several factors for the main reason why we are short on the market. One is the stock price valuation under the current market. The value is high and the dealers are selling. The current round of the market started in August last year. At present, most of the stock prices have doubled, and many of the GEM have doubled several times. Demon stocks appear frequently, and most institutional investors hold these stocks. Profits are already very lucrative, and we are gradually reducing positions and shipping.”

"The second is the withdrawal of leveraged funds and the secret siege. In this round of funds, two waves of leveraged funds have accelerated into the market and pushed the market to climb rapidly. At the peak, the scale of leveraged funds reached 5 trillion yuan. Leveraged funds are very sensitive to the broader market. There is a slight tendency to go bad, in order to avoid forced liquidation, we will leave the market as soon as possible, whether it is active or passive exit, once it falls, it will be a big collapse.”

"The next is stock index futures shorting. When this mechanism was launched, there were short-selling loopholes. For example, the '500 futures index' reduced margins and encouraged naked short-selling. Another point that cannot be ignored is that executives of listed companies have reduced their holdings. A total of more than 1,000 major shareholders of listed companies have reduced their holdings, and the amount of cash has been as high as 500 billion yuan. Such a large-scale reduction has brought great pressure to the rise of the broader market and individual stocks, but it has been covered up by the bull market."

Wang Xin, who has never spoken much, was surprised. He suddenly found that his prediction was surprisingly consistent with the management of Shengfeng Capital, and he couldn't help feeling a little vain. Say it like Buffett and Berkshire Hathaway.

It is no exaggeration to say that Shengfeng Capital, as a super institution with a current asset management scale of over one trillion yuan, Qin Weimu's decision and her every move in the capital market have affected the hearts of countless people.

In the current market, even if Shengfeng Capital's investment in the technology industry tends to be tightened, the market will make 360 ​​degrees without dead ends for the phrase "Why are you tightening investment, the market has a problem?" crazy interpretation.

Wang Xin couldn't help shaking his head and sighed: "This round of cutting leeks is a bit ruthless, the roots of the leeks will be pulled and cut off. It's a pity that thousands of small and medium-sized investors are still being hit by the rising index and hundreds of thousands of people every day. Confused only by the profit-making effect brought about by the daily limit, coupled with the media big V's biased belief in the propaganda of the big bull market, the risk control was alerted to the huge risks accumulated in the market with more than 5,000 points, and even the large market. I'm not mentally prepared for going to the top and going down, how many people will have to queue up on the rooftop once they go down..."

Meng Qiu looked at Wang Xin and said calmly: "Shengfeng Capital has a creed of 'two musts and two musts' in the financial market: be rational. Be greedy. You can't be without conscience. You can't have compassion."

Wang Xin smiled: "I know, I just feel it."

Mengqiu couldn't help but smile and said, "When capital has a conscience, it will indeed become sentimental and mixed with a hint of hypocrisy."

Wang Xin: "At least it's not a bad thing."

Mengqiu: "That's right."

After a while, a manager named Qi Gao who attended the meeting looked at Qin Weimu: "Mr. Qin, how should we arrange the current round of market?"

As soon as these words came out, everyone in the meeting looked at her without saying a word and waited for the next sentence. Qin Weimu saw the eagerness and greed in their eyes, which perfectly explained Buffett's famous saying: others are greedy When I am fearful, I am greedy when others are fearful.

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