Chapter Seventy-Six: Polishing Your Gun

Since December 5th, under the frequent influence of cold air, China's temperature has dropped widely, Jiangnan and other places have entered winter, Huanghuai, Jianghan, Jianghuai and northern Jiangnan and other places may appear rain to snow weather, 5th daytime to 8th, the temperature in most parts of the central and eastern regions has dropped by 6~8 °C, among them, the temperature in the central and western parts of Inner Mongolia, northern North China, the southern part of Northeast China, the eastern part of Jianghuai, the central and eastern parts of Jiangnan, the northern and western parts of South China, and the central and southern parts of Guizhou The temperature has dropped by 8~10 °C, and the temperature in central Inner Mongolia, Some parts of southern Guangxi fell by more than 10°C.

The weather in the following days is colder, affected by the strong cold air, the temperature in most parts of our country has hit a new low, especially in the western part of Inner Mongolia, Gansu and other places The temperature broke through the lowest extreme record in the same period in history, on December 10, the snowfall area developed to the north and strengthened, and there was significant snowfall in some areas of Shandong, Henan, Jiangsu and Anhui. Snow or sleet of 1~5 mm occurred in the southern part of Shandong and the peninsula, eastern Henan, northern Jiangsu, northern Anhui and southwestern Shaanxi, and freezing rain occurred in central Guizhou. At 5 o'clock on December 11, the snow depth in eastern Henan and northern Anhui was 1~7 cm.

When the cold snap hit, most of the people in the country contracted their activities, those who should go to work went home early, those who should be at home, those in the north hid on the kang, and those in the south stayed indoors.

Of course, it's Double 12 soon, and those who want to shop will still flip down their phones and move their fingers.

Cold snaps swept across the country, the roads were slippery, and traffic accidents occurred from time to time.

And this chill also reached South China.

The weather in Guangzhou has also been cold these days, and there are fewer young beauties on the street who want to be demeanor and not temperature, and there are more small pustules wrapped in thick pus.

The Hand of God Fund Company is popular these days and does not punch in.

When we go to work, we all arrive at 9:10 o'clock, look at the stocks, eat a lunch box at noon, look at the stocks in the afternoon, and leave work early.

And such a negative behavior, everyone thinks it should be.

Because the stock market is also a cold snap.

Yesterday, December 10, the stock index gapped, fell below 2600 points, the transaction was light, although the stock index opened slightly higher today, in the red disk area shocks, but the Shanghai market turnover is only 85.4 billion, compared with the peak of 1.2 trillion in previous years, only a fraction.

"The amount of land sees the land price, will the market fall again? Mr. Jin still doesn't come to work? Do you want to communicate first, if there is a big fall, we will kill it, copy the bottom?" Wang Yong took the lead in speaking at the morning meeting, these days to see the market fall, the short position is a little uncomfortable, this is also a common problem of ordinary stockholders, a short position will feel that it will miss a lot of opportunities, you have to buy stocks to feel at ease.

In fact, shareholders have entered the stock market, and they can't see it from the perspective of investment, but the gambling is real, but the stock market is too complicated, and they sometimes don't know who they are betting with.

This tossed and turned, 10 million became 1 million, 1 million became 200,000, 200,000 only 350,000 remained, and 350,000 was about to be cleared.

How many heroes and beautiful women, who have been quickly turned into bad old men and fat aunts by the stock market.

Hurt people, but it still has to be harmful, because the green seedlings are there every year, and there is still a stubble after a stubble, and the seedlings are always there every year, and they can't be cut every year, generation after generation, going forward and succeeding.

"It's cold now, everyone's desire to buy stocks is very low, and there is no money-making effect, even if it will fall, we don't have to rush into it, right?" said the assistant in the decision-making department.

"In fact, the current volume is close to the level of 4 years ago, the turnover of the Shanghai market has been the third consecutive day of turnover below 100 billion yuan, the turnover of less than 100 billion yuan is becoming more and more normalized, has returned to the level of 2200 points in the Shanghai Composite Index in 2014, but now the inventory point is 2594 points, about 20% higher than that time. So there is still some downside at this point. However, the CSI 300 Index is currently trading at a price-to-earnings ratio of 10.55 times and a price-to-book ratio of 1.29 times, and since the index's release in April 2005, the price-to-earnings ratio is now in the bottom range, equivalent to the valuation level of the Shanghai Composite Index at 2,000 points in 2014. A researcher analyzed.

"The turnover is so sluggish, the life of the brokerage is very difficult, the Securities Times today full-page report "How cold is the cold winter of the securities industry? From the eight major cases to see the winter of the brokerage staff", it can be seen that the life of the brokerage is difficult today. According to the statement in the article, the brokerage has laid off employees in various fancy ways since the beginning of this year, such as requiring employees to submit their own resignation reports, new employees to the grassroots training, and adjusting the salary structure. The eight major cases include, the income of fixed income personnel of small and medium-sized securities companies does not reach the tax threshold, internal reimbursement is becoming more and more difficult, and graduate students of famous universities are willing to work with a salary of 5,000 yuan, and no matter how low the salary is, they will not change jobs, why is this?" At the same time, we also see that at the freezing point of the market, foreign capital is still continuing to net inflow, since the beginning of this year, the net inflow of foreign funds through the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect (collectively referred to as the Mainland-Hong Kong Stock Connect) has reached 289.188 billion yuan, close to 300 billion yuan. Among them, the net inflow of Shanghai-Hong Kong Stock Connect reached 175.578 billion yuan during the year, and the net inflow of Shenzhen-Hong Kong Stock Connect during the year was 113.61 billion yuan. Since the opening of the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect, the net inflow of foreign capital has reached 636.7 billion yuan. Why are we not afraid of foreign capital, should we be afraid? Will we have no way out?"

Yes, the cold snap is temporary, and our current situation is still good, who are we afraid of if the position is empty? Let's go home and rest first, and then see if the stock market can successfully build a bottom later. ”

Everyone agreed.

Chapter Seventy-Six: Polishing Your Gun

Time flies, and a week has passed in the blink of an eye.

On December 19, the weather in Guangzhou warmed up, the outdoor temperature reached 21 degrees, and the cold snap seemed to be gone.

However, the cold snap of the stock market is still lingering, and it is getting colder and colder.

Since the hand of God on December 11 made the decision to short, the stock market is a snow, the Shanghai Composite Index continues to fluctuate downward, to December 19 closing, the stock index closed at 2549 points, and the bearish arrangement tends to be very obvious, and then rush down to 2500, if there is another empty kill, it is likely to pull a bardo, in this dangerous and cold situation, the staff of the hand of God is a little impatient.

"Today, the stock market is falling again, and now it is the low of the low, when will we open a position?" Wang Yong, the fund manager, is definitely the best of the bastards if he doesn't pick it up, the best of the best, and what he never forgets is to enter the low level and pick up the bargain.

"Go, go, die, don't bother here. "Zhu Ping'an has endured him for a long time, and finally told him to die, preferably dead.

"Forget it, we have been off for more than a week, and we are not afraid to rest for a few more days, you don't look at Mr. Jin has not come to the company for many days, and if he doesn't come, it means that he is not optimistic about the stock market. But today Yang Ying received two messages from him and asked us to study, "The director of the decision-making department came in and convened a meeting with everyone," Mr. Jin said that the world situation has begun to become turbulent, such as whether the INF treaty can survive, whether the conflict between Russia and Ukraine can be resolved, When will the French Yellow Vest movement stop, especially the outbreak of civilian demonstrations in France, which will spread to the world, Europe will soon decline, and the ultimate beneficiary will only be the United States, and the United States is too domineering, many countries in the world are willing to use the United States as a gunman, such as Canada arrested Meng Wanzhou, and Ukraine took the initiative to go to the Black Sea to provoke Russia's dignity, there will be more and more such things in the future, which will also have a great impact on the financial market, especially the US stock market, the ten-year bull market has peaked, and it is inevitable that it will fall sharply in the future, and it will also drag down our stock market。 ”

"Damn, why do you take such a long-term view, so don't we want to mess around in the future?" said a researcher.

Not only that, he said that we are a heavyweight country that is ideologically opposed to the United States and Europe, and the pressure will increase in the future, so we must polish our guns first. So Mr. Jin sent an article and asked us to take a look at it and learn it by the way. The Minister of Decision-making said in a matter-of-fact manner, and then sent the documents to everyone.

Zhu Ping'an took it and looked at it, and couldn't help but be surprised: ""Meng Wanzhou was released on bail for only 6 days, and Huawei's counterattack shocked the world", I have read this article, and it is mentioned here:

"The eyes of the whole world are on Huawei! This is a war without gunpowder." According to Western newspapers, this is a conspiracy by the notorious Western "Five Eyes" alliance to concoct a plot to strangle Huawei. The Five Eyes Alliance was established in 1948 by five English-speaking countries, including the United States, the United Kingdom, Australia, Canada and New Zealand.

It was revealed that on a warm evening in July, Canadian Prime Minister Justin Trudeau and the heads of intelligence agencies from the Five Eyes alliance held tense talks in nearby Ottawa and agreed to jointly launch an unprecedented operation to prevent Chinese technology giant Huawei from supplying equipment for their next-generation wireless networks

……

On August 23, Australia officially issued a ban on national security grounds.

On November 27, New Zealand imposed a ban on Huawei, citing "cybersecurity risks."

On December 1, Huawei CFO Meng Wanzhou was unreasonably detained while transiting in Vancouver.

On December 10, Japan decided to exclude the products of Huawei Technology and ZTE from the government procurement list, citing that Japan, as an ally of the United States, wants to "move in step with the United States."

With regard to the detention of Meng Wanzhou, the Chinese side has given clear certainty: This is a premeditated political pursuit by the United States! It can be said that "the nature is extremely bad" and the consequences are extremely serious.

This is really a moment that makes the Chinese people feel uneasy! The feelings of Huawei and Meng Wanzhou are felt by the Chinese people: Some big countries that claim to be possessed by justice have used such indiscriminate means to suppress Huawei many times and boycott a Chinese enterprise. ”

I'm sorry, the world is still the world it used before, but China is not the China it used to be, and Huawei is not the Huawei it used to be! Huawei, which has been silent for a long time, has begun to fight back!

The first is to sue an American company for misusing Huawei's patented technology! Huawei officially sued the T-Mobile telecom operator in the United States, demanding 80 million yuan in compensation from the company. The main reason is that the American operator continues to use Huawei's patented technology even after refusing to sign a patent licensing agreement with Huawei.

The second is the interruption of the contract with the Japanese company. According to related reports, Japan's Yaskawa company said that after the Huawei incident, Huawei froze orders for its industrial equipment, and all orders for machines provided by the company to Huawei have been suspended. Yaskawa Electric has strong strength in the fields of frequency converters, service motors, controllers, etc. It is also known as one of the "four families" of robots in the world. Prior to that, the company had set up three factories in China, mainly responsible for supplying industrial robots to Huawei's smartphone commercial and telecommunications equipment factories. ”

"Yes, I have also read this article, and the deepest impression is about the best counterattack, which is that you can't leave me: on the 10th day of blocking Huawei, the network of 11 countries was paralyzed!

On December 6, people in 11 countries found that their mobile phones could not access the Internet.

United Kingdom: After disabling Huawei's devices that day, British mobile phones could not connect to the Internet, and they could not even make basic calls and send messages, and communication was completely paralyzed, and it was not until the evening that they began to surf the Internet intermittently.

Japan: On the same day that Huawei was banned, SoftBank, one of Japan's three major carriers, had a malfunction in its communication equipment, and half of the islanders could not receive 4G signals. There was a long queue around the Japanese public telephone that day. Multinational countries in the Global South: Thrown into chaos because there is no internet.

It's a bit ridiculous to find out why: 60 million people around the world were disconnected at the same time, just because the software certificates of Ericsson's core network devices expired.

Now that the 4G era is about to pass, in the upcoming 5G era, Ericsson, the communication leader of the year, has been left far behind by Huawei.

Even in the face of difficulties from the United States, Huawei's rotating chairman Xu Zhijun bluntly told the United States that without Huawei's participation, the United States may not be able to win the 5G race.

Huawei's counterattack, in Ren Zhengfei's words, is to play Tai Chi: Tai Chi Bagua dances gently and softly, and the sand sinks into a shallow pit of 2-3 cm, which seems to have no strength on the surface, but is very powerful on the inside. The meaning of Tai Chi is internal strength.

That's right, they can't stop Huawei at all. ”

"Okay, very good, it seems that everyone has a deep feeling about the learning documents required by Mr. Jin, but Mr. Jin mainly wants everyone to learn more about the latter paragraph"

It is impossible for China not to develop, and it is impossible for Chinese enterprises not to make progress, but if we want to develop, it is inevitable that we will move the cheese that others are staring at in their eyes, which will arouse people's envy.

……

In this world, there has never been a shortcut for you to overtake in a corner. We can only desperately tap our potential, work hard to the point of no more, mine the stone of hope from the mountain of despair, and use our flesh and blood to break out of a gap in a place where there is no door!

Those who have a will, things can be done, the cauldron is sunk, and the one hundred and two Qin passes belong to Chu after all; hard-working people, the sky does not bear, lying on the salary and tasting the gall, three thousand Yuejia can swallow Wu.

Huawei, come on, China, come on!" the Minister of Decision-making emphasized, "And we also have to come on, our Hand of God company is far from growing, if it weren't for Mr. Jin parachuting into our company, our company might have collapsed in October." Let's take a look back, if October didn't survive, there was not much market in November, and you have seen this month's market, if it wasn't for the short rest, we would be stuck in the quagmire and unable to extricate ourselves. This world is not the calm and sunny scenery we see in Guangzhou, because the world is very large, and many places are unpredictable, which will also affect and affect us. We have to work hard, we have to be strong, first of all we have to polish our guns. “

"Yes, polish our guns, we do a good job in business, do a good job in research, and conquer the financial market. Let the Hand of God logo be used all over the world. Zhu Ping'an shouted.

"Dizzy, will your ambition be too big," Wang Yong tugged at the corner of Zhu Ping'an's clothes, "Old Zhu, people have to do what they can." “

"Damn, isn't there still Mr. Jin, how old is he, not yet 17 years old!"

"Oh oh, then I'll polish my gun too, and when Mr. Jin says to fight, then hit that !!!"