Global Monopoly of Technology

Chapter 577 [Value investment layout and encirclement and suppression of QFII? 】

Half an hour later, Wang Xin convened his trading team for a meeting. These traders followed him in the private equity team, and now they have joined Shengfeng Capital collectively.

From another point of view, the nature of Shengfeng Capital is also a larger private equity, and the entry threshold for investment is 300 million.

"There are indeed difficulties in short-term trading. First of all, it needs to consume a lot of energy of traders. In the case of a huge amount of funds, short-term trading has limitations, and short-term trading with a single fund will further amplify the risk. If you are not careful, you will save the market. It’s especially crucial to get caught, and that’s why I stress that we must avoid the national team’s bailout funds.”

Wang Xin's remarks echoed in the minds of every trader attending the meeting. These words were very heavy and they were emphasized again and again.

A young trader who attended the meeting said puzzled: "Boss, I can't understand, why should we avoid the bailout funds? We are short-term hot money, why should we give up the easiest way to make profits and turn to the hardest bones? , or the dregs scattered in every corner of the market..."

Wang Xin glanced at him and said lightly: "You are a potential and talented trader, but your thoughts are still young, even a little naive, just like your age."

The other party's face turned red when he heard it. He was only 20 years old and was the youngest trader recruited by Wang Xin's team. Wang Xin said so, but he was actually very optimistic about this young man.

Seeing that he was unconvinced, Wang Xin said: "Once the country starts to rescue the market, our attitude has nothing to do with ourselves. From the perspective of capital and profit, there is nothing wrong, but in this land, we must first follow the will of the country, and we can't sit on the buttocks. It's crooked, and you want to make a profit from the rescue funds? Do you want to spend your golden ten years in a prison cell?"

When the other party heard it, he was speechless. Here, a person who disturbed the market order can be sentenced.

Wang Xin added: "Our bottom line is only one. We can't copy the bottom line on the national team. If necessary, we can even help with a little assist. Do you understand?"

All the traders nodded in unison, and the trader asked again: "What is the nature of our trading behavior? Investment? Speculation?"

Wang Xin replied succinctly: "It's value investment."

value investment?

When hearing this, most of the traders at the meeting had an intriguing expression, and one of them said bluntly: "Value investing? Tell the story of value investing at Big A? With all due respect, boss, Is there any value in a market that calls the description of thousands of shareholders Chi Guoguo 'leek'? Which of the domestic private equity, fund and so on is not a short-term harvester?"

The trader thought it was a funny thing to talk about value investing at Big A,

I also wondered what happened to my immediate boss. He didn't think like this before.

Wang Xin smiled and replied: "Before joining Shengfeng Capital, I also believed so firmly. To be honest, I also harvested a lot of small wealth, but after joining, I have a deep understanding of this huge organization and its behavior for a week. I did not hesitate to reject the previous idea, what they did was more meaningful and valuable than our previous private placement."

"Boss, is there any difference between Shengfeng Capital? Isn't it just a bigger private equity? The difference is just harvesting the money of foreigners in international capital, but the essence is not the same?"

Wang Xin shook his head and continued: "You still don't understand, the actual purpose of Shengfeng Capital is to quickly complete the original accumulation of capital, and then make value investments. This is not wrong. After I obtained internal data and researched and analyzed, I realized that Shengfeng Capital has Feng Capital imitated the establishment of Berkshire Hathaway in the East, President Qin or the man behind Shengfeng Capital, Luo Sheng knows that short-term stock trading is not a long-term solution."

"The original accumulation of capital is to constantly risk speculation and risk, but when the accumulation is completed, it will be transferred to value investment. It is a bit like a person who likes to fight and kill when he is young, but when he is older, he wants to Stability, marrying a wife and having children, living an ordinary life, not wanting any fame or fortune, having given up and never having are two completely different concepts.”

The trader team at the meeting couldn't help but fall into contemplation, and the youngest trader, who was only 20 years old, couldn't help but ponder.

After a while, Wang Xin looked at the trader who had just questioned value investing, and said with a smile: "You are right or wrong, you are right because the big A's are basically speculation, this is the current fact, What you said is wrong because you are pessimistic about the future big A, but the future big A is destined to be value investment, which is a trend that does not depend on personal will, and Shengfeng Capital has been continuously investing in emerging technology industries over the years To a certain extent, value investing has accelerated the formation of value investing.”

Speaking of this, Wang Xin couldn't help but sigh, and added: "Mr. Luo's handwriting is really amazing. Isn't the market full of speculation and no value investment? Well, then I will give value to the market, Wei Lan Pure The choice of an electric car company to list on the Big A is the first step in value investing. I believe that more and more high-quality technology companies will be listed in the future, and at least companies related to Mr. Luo are the targets of value investing."

"That's why I understand now why President Qin said that he wanted Shengfeng Capital to protect the market for Weilan Pure Electric Vehicle Company." Wang Xin looked at the trader who questioned value investing again and smiled:

"There are 'Oriental Berkshire Hathaway' like Shengfeng Capital and entrepreneurs like Mr. Luo who are supporting the domestic technology industry, especially the domestic semiconductor industry chain and the new energy vehicle supply chain. Do you think the future will be a big one? A has no value investment?"

When the other party heard this, he didn't know what words to use to defend his original point of view, and finally had to stubbornly retort: ​​"Can Ke Luo always succeed? This is no less than reshaping the market atmosphere of Big A with manpower. Can it be reversed by human power?"

Wang Xin couldn't help but smile and said: "This is a risk issue, and investment has risks. Perhaps now is the window of opportunity, and when the wind comes, it is an opportunity. Weilan pure electric vehicle company just listed on the big A at this juncture, and IPO subscription. Two trillion funds have been frozen, and it will take a few days until the ban is lifted. These investors would like to thank Mr. Luo for saving their lives, otherwise entering the stock market will definitely lose everything. If the market has reached this point, it will be the winner. ...and all of this I even suspect is in his calculations."

Hearing Wang Xin's sorting out, the traders in the meeting couldn't help but admire the legendary man even more. The layout of all this seems to have nothing to do with it, but if you look deeper, you will find that an invisible big hand is controlling everything. This game of chess is unimaginable, and outsiders, even everyone present at the moment, firmly believe that this is just the tip of the iceberg that they have seen.

Wang Xin looked around the crowd and said: "The issue of the butt determines our next layout behavior. Shengfeng Capital, although it is a private equity, don't forget that the major shareholder holding 30% of its equity is called the State-owned Assets Supervision and Administration Office. In a sense, we are also One of the national team, but it is not a direct line of troops. Don't flood the Dragon King Temple. If anyone dares to copy the bottom of the national team, there is no need for President Qin to hold me accountable. I will isolate him as soon as possible and send him in person. He went in to eat ten years in prison, it's that simple, what questions do you have?"

The traders at the meeting looked at each other and did not speak.

Wang Xin said again: "Okay, the general direction is so determined. Once the current round of the market has an irreversible downward trend, the time when the national team enters the market to save the market will be our carnival time. I guess it will not last long. And during this period of time, make the most of your greed and harvest it wildly. Once the national team enters the stadium, immediately turn the bow to tighten the greed, and go to the death to encircle and suppress the QFII (foreign institutional investors) and put them to death. ."

"Data shows that in the first half of the year, 365 QFII funds appeared in the top ten tradable shareholders of 252 listed companies with a total of 6.808 billion shares, compared with 316 participating companies and a total of 8.792 billion shares in the first quarter. No matter the number of shares or the number of participating companies, the QFII's position data is significantly less than the first quarter, which shows that they have significantly reduced their positions during rallies, which is much better than the social security fund."

A trader at the meeting sighed: "Foreign institutional investors, with a keen sense of smell, do have something. If we don't pull them into the water in this round of market collapse, it is estimated that there will be no loss."

Wang Xin smiled: "We can revel in the collapse of the market for a while, the damage to the market is definitely yes, and the trapping of QFII is equal to the merits and demerits. In our terminology, this is called hedging."

Everyone in the meeting couldn't help but chuckle, and everyone was eager to try.

Having said this, Wang Xin couldn't help but remind everyone to add: "The difficulty of encircling and suppressing QFII and harvesting small scattered is that one is hell-level and the other is child-level, so don't be careless. QFII fund managers generally like low valuations. , blue-chip stocks with stable performance, and some small and mid-cap stocks, but few ChiNext stocks, most of them insist on value investment, so their investment style and trading strategy are relatively conservative.”

"And according to the results given by Shengfeng Capital's internal analysis team, the SME board and the ChiNext board will suffer the most from the market downturn in this round, which is why it is predicted that QFII holdings will be relatively resistant to decline in this round of market conditions. The number of shares held is quite large, so it is normal for the loss to be small, and the encirclement and suppression of these people must not be taken lightly, and must always report the situation to me, and I will also report the situation to President Qin at any time."

All the traders present nodded in unison: "Understood."

If it wasn't for Qin Weimu, the legendary goddess in the investment world, who was in control of the overall situation, Wang Xin really wouldn't have the confidence to take meat out of QFII's mouth.

They thought that the current round of market might last another three to five days to reach the top and drop rapidly, but they didn't expect the situation to be worse than they thought. The preparations for today were just completed, and the next day is June 15th. It started to decline on Monday.

...

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