Global monopoly of technology

Half an hour later, Wang Xin convened a meeting with his trading team. All these traders followed him as a team during the private equity period. Now they are also collectively joining Shengfeng Capital.

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

"There is indeed a dilemma in short-term trading. It first requires a lot of energy from 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 risks, and one carelessness will save the market. To be trapped, this is particularly critical, and it is why I must emphasize that we must avoid the national team’s rescue funds."

Wang Xin's remarks echoed in the minds of every trader participating in the meeting. They were very heavy and emphasized again and again.

A young trader who attended the meeting was puzzled and said: "Boss, I can't understand why we should avoid bailout funds? We are short-term hot money. Why should we give up the easiest way to profit and go to the hardest bones? , Or the scum scattered on every corner of the market..."

Wang Xin glanced at him and said faintly: "You are a potential and talented trader, but your ideas are as young as your age, even a little naive."

The other party turned red when he heard that 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 not convinced, Wang Xin said: "Once the country starts to rescue the market, our attitude is none of our own. There is nothing wrong with it from the perspective of capital pursuit of profit, but in this land, we must first follow the will of the country. Wrong, want to make a profit from the bailout funds? Do you want your golden ten years to be spent in prison?"

The other party was speechless as soon as he heard it. Here, one who disturbs the market order can be sentenced.

Wang Xin added: "Our bottom line is only one. Bargain hunters cannot be copied on the national team. If necessary, we can even help with a little assist. Do you understand?"

A group of traders nodded at once, and the trader just asked again: "Then what is the nature of our trading behavior? Investment? Speculation?"

Wang Xinyan replied concisely: "It's a value investment."

value investment?

When hearing this, most of the traders present had an intriguing expression. One of the traders bluntly said: "Value investing? Telling the story of value investing in Big A? IMHO the boss, Is a market that calls the description of thousands of shares of Min Chi Guoguo "leeks" valuable? Which of the domestic private equity, fund and other companies is not a short-term harvester?"

This trader thinks that it is a funny thing to say value investment in Big A, and he also wonders what happened to his boss. He didn't think like this before.

Wang Xin smiled calmly and replied: "I was so firmly convinced before joining Everest Capital. To be honest, I also harvested a lot of small wealth, but after joining, I learned about this huge institution and its behavior for a week. I did not hesitate to deny the previous idea, what they did was more meaningful and valuable than our previous private placement."

"Boss, is there any difference in Shengfeng Capital? Isn't it a larger private equity? The difference lies in harvesting foreign capital from foreigners, 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 initial accumulation of capital and then make value investment. This can’t be wrong. I only realized after obtaining internal information and researching and analyzing that Shengfeng Capital Peak Capital followed suit to establish Berkshire Hathaway in the East. President Qin or the man behind Peak Capital, Luo Sheng knew that short-term stock trading was not a long-term solution."

"The original accumulation of capital is all about constant speculation and risk, but when the accumulation is completed, it will turn to value investment. This is a bit like a person who likes to fight and kill when he is young, but he wants to fight when he is old. Stability, marrying a wife and having children, living an ordinary life, don't think about fame or fortune, having had abandonment and never having it are two completely different concepts.

The team of traders participating in the meeting couldn't help but fall into contemplation, and the youngest trader who was only 20 years old couldn't help thinking.

After a while, Wang Xin looked at the trader who questioned value investment just now, and smiled: "What you said is right and wrong. What you said is right because the current big A is basically speculation. This is the current fact. What you said is wrong because you are pessimistic about the big A in the future, but the big A in the future is destined to be a value investment. This is a trend that is not shifted by personal will, and Shengfeng Capital has been continuously in the emerging technology industry over the years. To a certain extent, value investment has accelerated the formation of value investment."

Speaking of this, Wang Xin sighed involuntarily, adding: “Mr. Luo’s handwriting is really breathtaking. Isn’t the market flooded with speculation and no value investment? Well, then I will give the market value, Blue Pure The electric car company’s choice to be listed on Big A is the first step in value investment. 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 value investment targets."

"That's why I now understand why Qin said that Shengfeng Capital should protect the company's share of the Blue Pure Electric Automobile Company." Wang Xin once again looked at the trader who questioned value investment and said with a smile:

"There are'Oriental Berkshire Hathaway' such as Shengfeng Capital and entrepreneurs like Mr. Luo are supporting the domestic technology industry, especially the domestic semiconductor industry chain and the new energy vehicle supply chain. Do you think the future 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 retorted stubbornly: “Can Luo always succeed? This is no less than using manpower to reshape the big A’s market atmosphere. Can it be reversed by manpower?"

Wang Xin couldn't help but smiled and said: "This is the problem of risk, and investment is risky. Perhaps it is a window of opportunity now. When the wind comes, it is an opportunity. Weilan Pure Electric Automobile Co., Ltd. just happened to be listed on the big A at this moment. IPO purchase Two trillion of funds have been frozen, and it will take a few days to wait until the lifting of the embargo period. These investors have to thank Mr. Luo for saving their lives, otherwise they will lose their money if they enter the stock market. The current round of the market will win if not entering the market. ...And I even suspect that all of this is in his calculations."

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

Wang Xin looked around and said: "The butt problem determines our next layout behavior. Although Shengfeng Capital is a private equity fund, don’t forget that the major shareholder holding 30% of its shares is called the State-owned Assets Supervision and Administration Office. In a sense, we are also One of the national team, it’s just not a direct line. Don’t rush into the Dragon King Temple. If anyone dares to copy the national team’s bottom, I don’t need President Qin to hold me accountable. I will isolate him as soon as possible. He went in for ten years in prison. It's as simple as that. Any questions?

The traders at the meeting looked at each other without speaking.

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 until the national team enters the market to rescue the market will be our carnival time. I guess it will not last long. And during this time, you will maximize your greed and harvest wildly. Once the national team enters the stadium, immediately turn the bow to tighten the greed, and encircle and suppress QFII (foreign institutional investors) to kill them. ."

"The data shows that in the first half of the year, 365 funds of QFII appeared in 252 listed companies’ ten largest shareholders of tradable shares. A total of 6.808 billion shares were held, compared with 316 participating companies and 8.792 billion shares held in the first quarter. The number of shares is still the number of participating companies. QFII's position data is significantly less than that of the first quarter. This shows that they have reduced their positions significantly at rallies, which is much better than social security funds."

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

Wang Xin smiled: "We can have a carnival for a while when the market collapses, and the damage to the market is definitely true. To entangle the QFII is considered a counterbalance. In our terms, this is called hedging."

Everyone at the meeting couldn't help but smile, and everyone was gearing up and eager to try.

Speaking of this, Wang Xin could not help but remind everyone to add: "The difficulty of encircling and suppressing QFII and harvesting Xiaosan is that one is hell-level and the other is child-level. Don't be careless. QFII fund managers generally like low valuations. , Blue chip stocks with stable performance, there are also some small and medium-sized caps, but few ChiNext stocks. Most of them insist on value investment, so their investment style and trading strategy are relatively conservative."

"And the results given by the internal analysis team of Shengfeng Capital, the worst decline in this round of market decline will be the small and medium-sized board and the ChiNext, which is why it is predicted that QFII positions will be relatively resilient in this round of market. The number of shares held is a lot, so it is normal that the loss is small. These people must not be taken lightly to encircle and suppress these people. They must always report to me, and I will also report to Qin at any time."

The traders at the meeting nodded in unison: "Understood."

If it were not for Qin Weimu, a legendary goddess in the investment industry, to control the overall situation, Wang Xin would really not have the full confidence to dare to squeeze meat from QFII's mouth.

They originally thought that the current round of the market might reach the top for another three or five days and quickly descend, but they did not expect the situation to be worse than they thought. The preparations have just been completed today, and the next day is June 15th. The downward trend began as soon as the market opened on Monday.

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