Chapter 575： 【Dark tide surging capital market】

Luo Sheng spent four days at the National Defense Academy of Military Sciences before leaving. When he left, he was also very low-key and confidential. He was not informed by the outside world that he participated in the defense military construction.

On this issue, the approach is very clear, as soon as possible to be informed by the outside world as soon as possible.

Not because of fear, but to earn a little more later.

Because the exposure will have a negative impact on the global business of two multinational technology companies under Luo Sheng, especially the business operations of developed countries in Europe and America, Lao Mei will definitely take the opportunity to use this as an excuse.

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

Obviously, under the principle that one more thing is worse than one less, a low profile will not prevent you from doing anything.

However, Luo Sheng doesn't expect how long it will last. Even if he doesn't get involved in the military industry, it is only a matter of time before the old US starts, and the other party will never allow him to control the Internet throughout the United States.

It is quite sober about this.

Originally, the two sides basically collapsed, and now it is just to maintain the apparent friendship. It is only an opportunity for the boat to flip.

The reason why it is still maintained is that Luo Sheng ’s deterrence made the other party have to throw a mouse. However, Lao Mei is not doing nothing, and constantly extending the "temporary license" of the Azure Coast and Blue Star Technology to buy time for themselves And save the face.

Once deterrence no longer has any practical effect, Lao Mei will definitely hesitate to flip the table after the loss can be sustained.

Luo Sheng estimates that the days of earning American money have been in recent years, no more than three years. While there are few days left, North America can make a few calculations.

As for the military industry, Luo Sheng needs to get the relevant qualifications on the Cote d'Azur, and due to the special circumstances, even if the relevant qualifications are obtained, it is temporarily private.

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

In the following days, Luo Sheng only needs to wait, not too long, and no accident can get the relevant qualifications and procedures for enterprises to enter the military industry legally within a week or so.

Just before the qualification license comes down, we can first make preparations, build up the teams of the research and development departments of the three major projects, let's talk about it, and the license can immediately start the research and development of the project.

...

And when Luo Sheng focused on the three military research projects that the military handed over to him, the capital market was already undercurrent.

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

The executives headed by Qin Weimu, general manager Meng Qiu and other senior executives all attended the meeting. In addition, the executives also had a new face, and it was the original "Xin Chuang Private Equity Fund" founder Wang Xin. Column.

For Wang Xin, this class transition is a big step up. Domestic fund managers are like dogs. Most of them are born after graduating from a master's degree. Simply speaking, 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.

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

Financial freedom is a dream that everyone dreams of.

At this time, Qin Weimu calmly said with a calm look: "Those who do not seek for all ages are not enough to seek for a while; those who do not seek for the whole are not enough for one domain. The internal logic of this round of bull market in China must be focused Look at the global pattern. That is, the U.S. stock market has continued to improve since the second half of 2010, while the domestic market has only transformed the growth of North America from four to five years into less than a year. This is the warming performance after the global financial crisis. Bubble performance after global quantitative easing. "

As the only woman in the conference room, Qin Weimu was sitting in the position of chief, and Meng Qiu and others who attended the meeting did not have any rhetoric about it.

In fact, Meng Qiu also had an idea when she joined Shengfeng Capital in the early days, hoping to compete with Qin Weimu for the first-of-its-kind ownership, but she struggled in the international financial market and she just let Shengfeng Capital as a technology industry risk Investment institutions can make tens of billions of dollars every year.

Precisely predicting Greece's bankruptcy, European debt crisis, short-selling Bluestar Technology and other series of generous sums up Shengfeng Capital, and now it is the title of the emperor in the financial world.

Meng Qiu was not convinced, and everyone present was convinced that he was willing to be led.

Qin Weimu continued: "Why do I judge that the current round of the market is about to turn sharply into a bear market? From an overall point of view, US stocks began to decline after completing repeated topping last year and driven the domestic market to follow the downward trend from the second half of last year, which of course is indispensable. Last year's storms between Bluestar Technology and the Cote d'Azur, but this is not the root cause.

"The root cause is the contraction of global liquidity and the performance of global investors’ concerns about possible future interest rate hikes in North America, followed by global economic integration while North America is the leader, has financial hegemony, controls global economic liquidity, and financial assets are the most important Is liquidity. "

Everyone at the meeting could not help nodding. After a while, Meng Qiu also said: "According to our internal comprehensive analysis and research report, the main reasons why we sing the empty market are so many factors. One is the stock price estimate under the current market. The value is high and the dealers are shipping. The current market is starting from August last year. At present, most stock prices have doubled, and many GEM have doubled. Demon stocks have appeared frequently. Most institutional investors holding these stocks The profit has been very rich, and it is gradually reducing positions and shipments. "

"Secondly, the withdrawal of leveraged funds and the secret siege. There are two waves of leveraged funds in this round of capital to accelerate the market and promote the rapid rise of the market. At the peak, the scale of leveraged funds reached as much as 5 trillion yuan. There is a slight trend of going bad. In order to avoid being forced to close the position, it will leave the market as soon as possible. Whether it is active or passive departure, once it falls, it will be a big collapse. "

"Below is the short-selling of stock index futures. There are short-selling loopholes when this mechanism is introduced, such as the '500 Futures Index' reducing margin and encouraging naked short selling. Another point that cannot be ignored is the reduction of listed company executives since this year. A total of more than 1,000 major shareholders of listed companies have reduced their holdings, and the amount of cash is as high as 500 billion yuan. Such a large-scale reduction of holdings has put a lot of pressure on the market and individual stocks to rise, but it has only been covered up 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 could not help feeling secretly proud of vanity. After all, Shengfeng Capital under Qin Weimu ’s leadership came in a sense. Say it just like Bafite and Berkshire Hathaway.

It is no exaggeration to say that Shengfeng Capital, as a super organization with a current asset management scale of over one trillion yuan, Qin Weimu's decision-making 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 tighten, it will be used by the market to say, "Why are you tightening your investment and the market is having problems?" Crazy interpretation.

Wang Xin could n’t help shaking his head and sighed, “This round of leeks is cut a bit, and the roots of the leeks have to be uprooted and cut off. Unfortunately, tens of thousands of small and medium-sized scattered investors are still being raised by the index and hundreds every day. Confused only by the profit-making effect of the daily limit, coupled with the media ’s various biases in listening to the big bull market promotion, the risk control of the huge market accumulated above 5,000 points was released, and even the market was warned. I'm not mentally prepared to go to the top and go down. Once down, how many people have to go to the rooftop to queue ... "

Meng Qiu looked at Wang Xin calmly and said: "Shengfeng Capital has the credo of" two needs and two can's "in the financial market: be rational ~ www.novelhall.com ~ be greedy. You can't have no conscience. You can't have compassion.

Wang Xin smiled: "I know, it's just sentiment."

Meng Qiu couldn't help but laugh: "When the capital has a conscience, it will indeed become sentimental and mixed with a trace of hypocrisy."

Wang Xin: "At least not a bad thing."

Meng Qiu: "Yes."

After a while, a manager called Qi Gao looked at Qin Weimu: "Qin, how should we arrange this round of market?"

As soon as this remark came out, everyone at the meeting watched her wait quietly without saying a word. Qin Weimu saw the eagerness and greed in their eyes, perfectly interpreting Buffett's famous saying: others are greedy When I fear, I am greedy when others fear.

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