v2 Chapter 926： 【pattern? It is a cut! 1 cut is 10 trillion yuan...

The latest website: "This is a huge, extremely complex, and systemic problem. Assuming that the rural economy is developing here, what about urbanization?" The video conference is continuing, and a research scholar participating in the conference stands by. Said: "If people are all running to the country, who will go to the city to buy a house? Then the real estate agent will definitely not be happy. Then they will shout for help and there is no way out."

The other participants nodded involuntarily when they heard it. The problem is indeed very complicated. The problem here is dealt with, and there is another big problem there. There is always a place for you to get through.

When the urban population shifts to rural areas, the real estate industry will inevitably decline, because whoever buys a house and sells it to whomever has left.

Then the house built by the developer cannot be sold, and the funds cannot be returned. The huge debt will cause the risk of thunder, which will be transmitted to the bank, which will cause financial turmoil and finally “infect” the real economy and return to the economy in a big circle It was ruined again.

Real estate developers are heavily in debt, and everyone is robbing people. The most important thing is that the birth rate of the population has plunged year by year, and the population has entered the stock competition, making this problem seem unsolvable.

Later, another scholar and professor said in a relaxed tone: "The problem of the housing market is the problem of dealing with junk bonds. Speculation in the real estate market is all about junk bonds. How to deal with this problem? I think it is the same as dealing with bad bank debts. You spin it out and make it into an asset management company and then freeze it there, and then you develop new games in a new field, won’t it be over?"

After a pause, the scholar added: "What do I want to find a way out for those real estate developers? There is only one way out. After I increase the denominator, the numerator of bad debts will not move. Will the ratio of the whole value shrink soon? The ecological economy is to expand the denominator ratio. How can the speculative capital in the housing market be used to dominate the flow of factors? Isn't this a joke?"

In this section of the real estate industry, Luo Sheng's companies or institutions have not been involved, so they do not evaluate it. No matter how to toss the house, their own interests will not be affected. Even if it is affected, it will be a marginal aftermath.

Luo Sheng didn't want to go to this muddy water either.

The video conference ended after another half an hour. There was not much discussion about the real estate industry. It was so complicated that it was postponed, but the rural development plan was finalized because the solar storm would not give you postponement.

At the end of the video conference, Luo Sheng contacted Professor Yu Zhengping, and the two chatted alone for nearly an hour, and finally established the itinerary for the visit to the countryside. The specific date was scheduled in early June.

Yu Zhengping has time at any time, mainly because Luo Sheng still has no time to spare and has to deal with the issue of the withdrawal of Shengfeng Capital investors.

...

The next day.

After the market opened low, the market moved higher. The food processing, aquaculture, ecological agriculture and other sectors performed strongly, and once again set off a wave of daily limit. Shengfeng Capital brought a batch of admission funds and put on a "hot money" vest to activate the entire market atmosphere , And seduce a lot of off-market funds to enter the market to do more.

At the same time, it silently reversed and shipped the funds in the traditional energy, coal chemical, mining and other sectors, placed large orders on the sell, and then used the "hot money" vest to eat the order, causing follow-up funds to buy, and the sun storm The "favorable" expectation is set, and the trading volume has been steadily enlarged, forming a phenomenon of active trading. At this time, it is easy to attract funds from outside the market to follow suit.

Most of the capital of Shengfeng Capital has not only been liberated, but also created considerable profits. The follow-up will be completed by the Buddhist system. When there is a sharp drop, it will quickly pull up, giving investors the illusion of washing the market. In short, Give confidence to incoming investors and guide market capital to hold onto this market.

Then the liberated funds will go to other sections to seduce new off-market funds. The main funds for the protection of the market are afraid of falling across the board. Now first stabilize the disk, and wait until the support of the entire disk is firmly established, and then slowly Pulling it out, to put it bluntly is to kill pigs on a plate by plate.

After the market closed today, I finally saw a genuine positive wire. The main board rose by 1.85% and closed at 3262.25 points after the market.

However, the sci-tech innovation board is still stretched, and the entire sci-tech innovation board still plummeted by 8.22% today, and the limit of the price is in the semiconductor sector.

The rise is fierce, and the fall is as miserable. The market for semiconductor super bulls in the past two years has also risen very crazy, and individual stocks have risen five to ten times.

In the past two years, the investment and consumption sector has been ridiculed for not knowing investment at all. At that time, as long as it was investing in semiconductors, you could make a lot of money with your eyes closed. The problem of earning more earning less.

But now, even if you have a bright eye, you can't do it. Don't talk about the gas leader, buy high-quality stocks such as Reebok Technology and Jingchuang Technology.

The food consumer sector is now the darling of the market, and technology stocks are now no matter who buys them.

...

The time came in mid-May, and Shengfeng Capital issued a blockbuster announcement again. After ten days of time with major investors in Tampa, they finally reached a new consensus and established their one-week fund redemption application. Time window.

Investors who withdraw halfway only need to pay a punitive fee of 4.58% to redeem their funds according to the current net value of the Shengfeng Capital Strategic Investment Fund. When this news was announced, the market had rebounded to the position of 3456 points.

If there is enough room to rise, you can kill it down. As the market expected, Shengfeng Capital announced the announcement of the reduction of related investment targets. The market respects the decline without saying anything.

The market fell back to near 3200 in just two days.

...

"BlackRock Group, Goldman Sachs Group, Morgan Stanley, Norwegian Sovereign Pension Fund, Hillhouse Capital, Linghang Capital, UBS and other 33 top asset management institutions at home and abroad have redeemed 45% of their capital shares. The North American pension fund reduced its holdings and redeemed 64.5% of its capital share."

In Luo Sheng's office, he sat in the boss chair with his eyes closed and listened quite comfortably. An Qingxue held the folder in her hand and gave him righteous thoughts.

"What is the proportion of Shengfeng Capital's foreign investment?"

Hearing this, An Qingxue turned the page on the folder, and replied after a while: "It has fallen to about 6.8 trillion RMB, accounting for 14.76% of the total assets of Shengfeng Capital."

Luo Sheng took a long, deep breath, opened his eyes and said refreshingly: "This wave of leeks is so cool, it seems better not to go abroad in the future."

This is both a joke and a truth. The leek roots of institutional foreign investment are almost cut off by him. It is necessary to know that Shengfeng Capital's original foreign investment accounted for as high as 45%, and the highest nominal value exceeded 36 trillion RMB. The proportion of sub-foreign investment has been cut by about 30.3%, which is equivalent to about 10.5 trillion yuan.

It's over 10 trillion yuan!

Those institutions of Big A are compared with Luo Sheng, UU reading www.uukanshu. com’s failure to go public in the market can be described as complete, and it’s really impossible for the big A institutions to harvest once every few months.

Luo Sheng spent fifteen years to "raise pigs". The so-called "miracle halo" is actually the "pig killing halo". Today, fifteen years later, the sickle in his hand will be cut down to 100,000. A hundred million, so you are still obsessed with "Luo Sheng Aura".

This is the "separation".

Luo Sheng believes that these "leeks" will continue to believe in "Luo Sheng Halo" in the future, because the ladder project will definitely be successful, they can only shoot off their thighs and their mistakes in judgment are washed out by Luo Sheng's dark tricks, not There is a problem with this "halo", he really hasn't failed, but he failed.

"It's okay, it's almost done, it has been washed very clean, it should be up." Luo Sheng is very satisfied with Shengfeng Capital's current foreign holding ratio of less than 15%.

If the ladder succeeds in the future, it will still be able to pay back its costs, but it is impossible to make blood, at least a little bit. For Luo Sheng, this is a perfect result.

...