Chapter 577： [Value investment layout and encirclement QFII? 】

Half an hour later, Wang Xin summoned his trading team to a meeting. These traders were all with him during the private placement period, and now they also joined Shengfeng Capital collectively.

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

"Doing short-term trading is indeed a dilemma. First of all, it needs to consume a lot of energy from traders. In the case of a large amount of funds, short-term trading has limitations, and short-term trading with a single fund will further amplify the risk. A carelessness will save the funds. This is especially critical, which is why I have to emphasize that the national team ’s bailout funds must be avoided. "

Wang Xin's words echoed in the minds of every trader who attended the meeting, which was very heavy and emphasized again and again.

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

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

As soon as the other party's face rose, 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 bail out the market, our attitude is nothing to stand on from the standpoint of capital for profit, but in this land, we must first follow the will of the country, but the **** can not sit Crooked, want to set aside bailout funds for profit? Do you want to spend your most golden ten years in the cell? "

As soon as the other party heard it, he was speechless, and here, a disturbing market order could be sentenced.

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

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

Wang Xin's concise reply: "It is a value investment."

value investment?

When I heard this, most of the traders at the meeting showed an intriguing expression. One of the traders said bluntly: "Value investment? Tell the story of value investment in Big A? Forgive me, the boss, Is there a market that calls the description of thousands of investors Chiguo Guo 'leeks'? Which of the domestic private equity, fund, and what are not short-term harvesters? "

The trader felt that it was a funny thing to say that value investing was in Big A, and wondered what had happened to the head boss. He hadn't thought that before.

Wang Xin smiled and said: "I also believed so firmly before joining Shengfeng Capital. To be honest, I also harvested a lot of small scattered wealth, but after joining, I learned about this huge institution and its behavior for a week in a row. I did not hesitate to deny the previous idea, they did more meaningful and more valuable than we did before.

"Boss, is there any difference between Shengfeng Capital? Isn't it a larger private placement? The difference is that the foreign capital of international capital is harvested, 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 investment. This can't be wrong. I only realized after obtaining internal information and research and analysis, Sheng Feng Capital followed the example of establishing the Berkshire Hathaway Company in the East. President Qin or the man behind Sheng Feng Capital, Luo Sheng knew that short-term stock trading is not a long-term plan. "

"The original accumulation of capital is non-stop speculation and risk, but when the accumulation is completed, it will be transferred to value investment. This is a bit like a person who likes to kill and kill when he is young, but thinks when he is older. Stability, marrying a wife and having a child, living a normal life, and not wanting any fame and fortune, having two concepts of giving up and never having are completely different. "

The team of traders at 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 had just questioned the value investment and smiled: "You are not right, you are right because the current big A is basically speculation, this is the current fact, You are not right because you are pessimistic about the future big A, but the future big A is destined to be a value investment, which is a trend that does not take personal will as a shift, and Shengfeng Capital has been constantly in the emerging technology industry over the years Carrying out value investment has accelerated the formation of value investment to a certain extent. "

Speaking of which, Wang Xin couldn't help but sighed, adding: "Mr. Luo's handwriting is really breathtaking. Isn't the market full of speculation, there is no value investment? Well, then I will give the market value, azure pure The choice of an electric car company to list on the Big A is the first step in value investment. I believe there will be more and more high-quality technology companies going public in the future. At least the companies related to President Luo are value investment targets. "

"So I now understand why President Qin said that he wants Shengfeng Capital to protect the market of Azure Pure Electric Automobile Company." Wang Xin looked at the trader who questioned the value investment again and laughed:

"There are entrepreneurs like Shengfeng Capital's" Oriental Berkshire Hathaway "and Mr. Luo supporting the domestic technology industry, especially the domestic semiconductor industry chain, and the new energy vehicle supply chain. A has no value investment? "

The other party did n’t know what to use to defend their original point of view for a while, and finally had to stubbornly refute: "Can Cola always succeed? This is no less than reshaping the market ethos of big A with human power, right? Can it be reversed by manpower? "

Wang Xin could n’t help but smile, and said: “This is the risk issue, there is risk in investment, maybe the window of opportunity is now, the opportunity is the opportunity, the blue pure electric car company just happened to be listed on the big A at this juncture, IPO purchase The funds have frozen two trillions of funds, and it will take a few days before the ban is lifted. These investors would like to thank President Luo for saving their lives. Otherwise, they will definitely lose their lives when they enter the stock market. This round of market prices is now a winner if they do not enter the market. ... and all of this I suspect even in his calculations. "

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

Wang Xin looked at everyone and said: "The **** problem determines our next layout behavior. Although Shengfeng Capital is a private placement, do n’t forget that the major shareholder holding its 30% equity is called State-owned Assets Management Office. In a sense, we are also One of the national teams, it ’s just not a heirloom force. Do n’t flood the Dragon King ’s temple. If anyone dares to copy the bottom of the national team, I wo n’t be held accountable by General Qin. He went in to eat ten years ’jail. It ’s that simple, what questions do he have?"

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

Wang Xin said again: "Okay, the general direction is so determined. Once an irreversible downward trend occurs in this round of market, the time when the national team enters the market to rescue the market is the moment of our carnival. I guess it will not last long. And during this time, your greed will be brought to the extreme, and the harvest will be crazy. Once the national team enters, immediately turn the bow to tighten greed, and siege QFII (overseas institutional investors) to death, and put them to death . "

"The data shows that QFII had 365 funds in the first half of the 252 listed companies among the top ten shareholders of circulating shares, holding a total of 6.808 billion shares, compared with 316 participating companies in the first quarter and the total number of shares held by 8.792 billion shares, regardless of The number of shares is still the number of participating companies. QFII ’s position data are obviously less than the first quarter, which shows that they have significantly reduced their positions on rallies. This 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. We are not going to pull them into the current market crash. It is estimated that there will be no loss."

Wang Xin smiled: "We can have a carnival for a while when the market collapses. The damage to the market is definitely yes. It's a good thing to use QFII to trap it. In our terminology, this is called hedging."

Everyone at the meeting could not help but chuckled. Everyone rubbed their hands and eagerly tried.

Speaking of which, Wang Xin could not 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. It is not possible to carelessly. QFII fund managers generally like low valuations There are some small and medium-cap stocks with stable performance, but few GEM stocks ~ www.novelhall.com ~ Most of them insist on value investment, so their investment style and trading strategy are more conservative. "

"And the results given by the internal analysis team of Shengfeng Capital, the worst downturn in this round of market will be the small and medium board and the GEM, which is why it is predicted that QFII positions will relatively resist decline in this round of market, plus the reduction There are a lot of shares, so the loss is small and it is normal. These people must not be taken lightly. They must always report to me, and I will always report to Qin. "

All the traders at the meeting nodded together: "Understood."

If it were n’t for Qin Weimu, the legendary goddess of the investment world, to control the overall situation, Wang Xin really did n’t have the confidence to dare to grab meat from QFII ’s mouth.

They thought that the current round of the market may continue for another three or five days to reach the top and rush down, but did not expect the situation to be worse than they thought, just today's preparations have just been completed, the next day is June 15 The downturn started on Monday.

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