Global monopoly of technology

Chapter 577 Undercurrent of the Capital Market

Luo Sheng stayed at the National Defense Military Science Research Institute for four days before leaving. When he left, he was also very low-key and confidential. It was not known to the outside 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 later, try to be as late as possible.

It's not because of fear, but because it happens later to earn more.

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

You have to disperse some energy to deal with this disturbance.

Obviously, based on the principle that more is worse than less, low-key will not hinder what you do.

However, Luo Sheng does not have any extravagant expectations for how long it will last. Even if it is not involved in the military industry, it is only a matter of time before the United States does it. The other party will definitely not allow him to control the entire US Internet.

I'm quite conscious about this.

Originally, the two sides basically collapsed, but now they only maintain a superficial friendship, and the boat is only one chance to turn over.

The reason why it is still maintained is that Luo Sheng’s deterrence made the other party have to vote for the rat, but Lao Mei is not doing nothing. The "temporary license" of Blue Coast and Bluestar Technology is continuously extended to buy time for herself. And save face.

Once the deterrence no longer has a practical effect, the United States will definitely lift the table without hesitation after being able to withstand the loss, and the boat of friendship will turn over if it is overturned.

Luo Sheng estimates that the days of earning American money are only the last few years, no more than three years, and taking advantage of the few days left, North America can make a few pennies.

As for the military industry, Luo Sheng needs to get the relevant qualifications for the Côte d'Azur, and due to the special circumstances, even if the relevant certificates are obtained, the qualifications are temporarily closed.

Fortunately, the Côte 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 he won't wait too long. He will be able to obtain the relevant qualifications and procedures for the enterprise to legally enter the military industry within a week or so.

Just before the qualification license is released, the preparation work can be carried out first, and the research and development teams of the three major projects can be assembled. The research and development of the project can be launched immediately after the license is issued.

...

When Luo Sheng focused on the three major military research projects handed over to him by the military, the capital market was already undercurrent.

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

The head-in-chief Qin Weimu, general manager Meng Qiu and other senior executives all attended the meeting. In addition, the senior management has a new face, and it is the original founder of Xinchuang Private Equity Fund Wang Xin. Column.

For Wang Xin, this time the class transition is a big step up. There are many domestic fund managers, most of them are born after master's degree. Simply put, they have no real strength. They can only bully the domestic small scattered, and encounter real The top players are also part of the cut leek.

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

Financial freedom, this is the wish that everyone dreams of.

At this time, Qin Weimu calmly said: "Those who do not seek for the whole world are not enough to seek for a while; those who do not seek the overall situation are not enough to seek a field. At present, the internal logic of this domestic bull market must be looked at. Looking at the global situation. That is, the U.S. stock market has continued to improve since the second half of 2010, while the domestic market has only converted North America’s four- to five-year growth rate into less than a year. This is the recovery after the global financial crisis, and The bubble performance after global quantitative easing."

As the only woman in the conference room, Qin Weimu sat in the position of chief, and Mengqiu and others who attended the meeting did not have any criticisms about this.

In fact, Meng Qiu had ideas when she joined Shengfeng Capital in the early days, hoping to compete with Qin Weimu for the top spot, but she was struggling in the international financial market, and she just let Shengfeng Capital as a technology industry risk Investment institutions can earn tens of billions of yuan each year.

Accurately predicting the bankruptcy of Greece, the European debt crisis, short-selling Bluestar Technology and a series of big hands have made Shengfeng Capital earn a lot of money, and now it is the title of the nicknamed empress of the financial world from Jianghu people.

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

Qin Weimu continued: "Why do I judge that the current round of the market is about to turn into a bear market? From a global perspective, the U.S. stock market has begun to decline after completing repeated topping last year and has driven the domestic market to decline from the second half of last year. Of course, this is indispensable. The turmoil between Bluestar Technology and the Blue Coast last year, but this is not the root cause.

"The fundamental reason is the shrinking global liquidity and the performance of global investors’ concerns about possible interest rate hikes in North America in the future, followed by global economic integration and North America is the leader, with financial hegemony, controlling global economic liquidity, and financial assets are the most important It’s liquidity."

Everyone at the meeting could not help but nodded. After a while, Meng Qiu also spoke: “According to our internal comprehensive analysis and research report, there are several main reasons why we sing the market. One is that the stock price is estimated under the current market. The value is high and the market is shipped by the dealer. The current round of the market started in August last year. At present, most of the stock prices have doubled. Many of the GEM stocks have doubled. Demon stocks appear frequently. Most institutional investors holding these stocks Profits are already very substantial, and shipments are being gradually reduced."

"Secondly, the withdrawal of leveraged funds and the secret besieging and suppression. This round of funds has two waves of leveraged funds that have accelerated their entry into the market and promoted the rapid rise of the market. 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 trend of deterioration. In order to avoid forced liquidation, the market will leave the market as soon as possible. Whether it is active or passive exit, once it falls, it will be a big collapse."

"Next is the short-selling of stock index futures. There were short-selling loopholes when this mechanism was launched. For example, the '500 futures index' reduced margin and encouraged naked short-selling. Another point that cannot be ignored is that the executives of listed companies reduce their holdings. A total of more than 1,000 major shareholders of listed companies have reduced their holdings, and the amount of cash arbitrage is as high as 500 billion yuan. Such a large-scale reduction has put a lot of pressure on the rise of the market and individual stocks, but it has been concealed by the bull market."

Wang Xin, who has not spoken much, was surprised. He suddenly found that his prediction was surprisingly consistent with the management of Shengfeng Capital. He couldn't help feeling a little vain in his heart. After all, Shengfeng Capital under Qin Weimu's control came in a certain sense. Say it is like Bafit and Berkshire Hathaway.

It is no exaggeration to say that as a super institution with a current asset management scale of more than one trillion, Qin Weimu's decision-making and her every move in the capital market affect the hearts of countless people.

In the current market situation, even if Shengfeng Capital’s investment in the technology industry shows a trend of tightening, the market will have no dead ends for the sentence "Why are you tightening investment, the market has problems?" Crazy interpretation.

Wang Xin couldn't help but shook his head and sighed: "This round of leek cutting is a bit ruthless. The roots of leek will be plucked and cut off. It is a pity that thousands of small and medium-sized investors are still suffering from the rising index and hundreds of them every day. Confused by the profit-making effect brought by only the daily limit, coupled with the various biases and beliefs of the big bull market propaganda by the media, they have been wary of risk control against the huge risks accumulated by the market above 5,000 points, and even the market I’m about to climb to the top, and I’m not mentally prepared. Once I descend, how many people will go to the rooftop to line up..."

Meng Qiu looked at Wang Xin calmly and said: "Shengfeng Capital has the creed of'two must and two cannot' in the financial market field: Be rational. Be greedy. Can't be without a conscience. Can't be compassionate."

Wang Xin smiled: "I know, I just sent it out of feeling."

Meng Qiu couldn't help but smiled: "When capital has a conscience, it will indeed become sentimental and mixed with a trace 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 was present at the meeting looked at Qin Weimu: "Mr. Qin, how should we lay out the current market situation?"

As soon as this remark came out, everyone in the meeting watched her silently and waited for the following. Qin Weimu saw the eagerness and greed in their eyes, which perfectly interpreted Buffett’s famous saying: others are greedy. When I am afraid, I am greedy when others are afraid.