"Where to invest?" Huang Wenbin asked.

"How much is a stock worth, from the basic theory of the stock market, is because the company represented by the stock can make money, and you can hold the stock and wait for dividends. But in fact, have you ever seen anyone who has actually bought stocks and other dividends? No, everyone is speculating, the more people buy, the more the stock is valuable, and the more people sell, the stock is not worth the money. Who is the richest in the world now? Of course, it is our government, and there are trillions of dollars in foreign exchange reserves. ”

These words are really full of flaws, but I don't know where to start. There are many people who buy stocks and other dividends, and the foreign exchange reserves of our government are not assets or liabilities. The so-called foreign exchange reserves are exchanged for US dollars by others, and if they want to leave, they will exchange the RMB back to US dollars, and this money is not national at all.

"The state won't buy stocks directly." Huang Wenbin said.

"The state will not buy stocks, but it will invest, and the effect is not the same. You have to grasp the spirit, and the spirit does not understand. Mr. Yu said, "I watch the news at seven o'clock every day, just to grasp the national policy." Follow the national policy, Bao Zhun is right. If the state says it wants to invest in the real estate industry, then buy real estate stocks, and if the state says it wants to invest in the automobile industry, then invest in auto stocks. The state says it wants to invest in clean energy, so invest in clean energy. ”

"So what should you invest in this year?" Mr. Liu asked.

"There are a lot of hot spots this year." Mr. Yu said, "The first thing recommended is tourism. China's economic development is getting faster and faster, more and more people travel to other places, tourism concept stocks should rise, especially hotels, the stock price of chain hotels will definitely rise, and investing in hotels is definitely right. ”

"Traveling?" Mr. Liu shook his head, "There are a lot of related stocks, which one is better to buy?" ”

"I'm going to have to analyze it myself, and I haven't seen it myself. How many assets are related to the parties, whether there are people speculating, whether the speculators are strong, and what is the shipping strategy. If you choose a bookmaker who likes to smash the market violently, it will be miserable, and you will be reluctant to go up when it rises, and you will have no chance to come out in the blink of an eye. By the time it was possible, all the profits were gone. Mr. Yu said.

"I'm not going to pick this." Mr. Liu said.

"So you have to analyze carefully, it's useless for you to just look at the financial statements, you have to look at the bookmaker." Mr. Yu said, "In addition to tourism, there is also a hot spot, that is, the merger of the two taxes, now foreign capital tax is less, state-owned assets tax more, after unification, domestic capital competitiveness can be further strengthened, profits will rise, stock prices will of course rise." In particular, in those industries that are in direct competition with foreign capital, the stock price will certainly rise significantly. ”

"An industry that competes directly with foreign investment?" Mr. Liu sighed and said, "Mr. Yu, can't you come to something real?" In addition to the military industry, how many domestic industries do not compete with foreign capital? Goldman Sachs is planning to raise pigs. ”

"The specific stocks will rise sharply, which will rise slightly, which ones can be used well, and which ones are in the mirror, which must be analyzed in detail, but as long as you grasp the general trend, you will not lose money, the difference is just to earn more and earn less." Mr. Yu said, "I know that I want to cancel the dual-track tax system, and I know which industries have seen the tax fall, whether it is to buy video, banking, communications, steel or chemical fiber, it will definitely not be a loss." ”

"I think it's better to be raw than cooked, it depends on our foreign trade industry." In fact, Huang Wenbin remembers a lot of information about the stock that Yu always bought, such as that this stock is related to foreign trade. But after looking in the stock market, I couldn't find the stock in my mind.

"That's right! If you want to talk about direct confrontation with foreign capital, it must be the most foreign trade. Mr. Liu also said, "Foreign trade is becoming more and more popular now, and our group company is planning to do a big job." It's a pity that our group company is really unreliable, and the stock price has not moved for thousands of years. ”

"Of course, foreign trade is also a hot spot, how much of China's foreign trade volume now accounts for the world?" Although Mr. Yu is the vice president of business, he rarely cares about these big data, "Anyway, it's either second or third, which is a little worse than the United States and Germany, and it can be regarded as a big foreign trade country." When the time comes, the preferential treatment for foreign capital will be cancelled, and the profits will definitely rise, Xiaohuang, which stock do you see? ”

"I don't think the profits of foreign trade itself will rise." Huang Wenbin said, "Now a lot of foreign investment in foreign trade is originally domestic capital, but it is just a piece of tax incentives." Moreover, the internal competition is too strong, once there is a profit margin, it will definitely compete to reduce the price, and the profit is still meager to death. ”

Domestic foreign trade is this kind of Gu raising model, all kinds of small enterprises first kill themselves in the dark, reduce the cost to the minimum, when doing foreign trade, enterprises in other countries simply can not provide such a low price of export goods, are squeezed to retreat. Whether this model is good or not, Huang Wenbin can't say clearly.

Foreign trade enterprises have meager profits, difficult transformation, no money for research and development, and the quality is close to the qualified line. However, within a few years, China surpassed Germany and the United States to become the world's largest physical trading country. At that time, China was worried that its surplus was too large, its foreign exchange reserves were too large, and it desperately wanted to import more things, but it hated that the United States was unwilling to sell both oil fields and iron ore and aircraft carriers, stealth planes, and its foreign exchange reserves were up to 3 trillion yuan.

"And what do you think?" Mr. Yu couldn't figure out what Huang Wenbin was planning.

"If the tax is reduced, there will be room for price reduction, and the profit will be inconvenient, but the selling price will be reduced, and the number of exports will increase significantly." As for whether this is the case, Huang Wenbin is not clear, anyway, China's foreign trade has been growing. Even if there is an economic crisis after the financial tsunami, global foreign trade will not work, and China's foreign trade will still be outstanding.

"I see! What you are optimistic about is not a foreign trade company, but a transportation company! Mr. Liu said, "Now that the transportation industry is also growing rapidly, the stock price should also rise." Which one are you optimistic about? What about airplanes, cars, or sea transport? Or something else? ”

"First of all, I'm optimistic about the express." Huang Wenbin said that in recent years, Taobao has developed greatly, and he has made a lot of money in Taobao stores with tickets, not to mention others, and the express delivery business will also rise with the tide.

"Courier?" Mr. Liu doesn't shop online, and he doesn't know anything about it, "What's so good about express delivery, if you want to be optimistic, you should also be optimistic about those authentic logistics companies." ”

"That's right." Mr. Yu also said, "It seems that the boss of Tongzi Zhentong who cooperates with our company is a logistics company, and hundreds of thousands of goods will be collected when a batch of goods is shipped." It's a pity that he is not qualified to go public, otherwise I would have bought their shares. Express delivery to every household door-to-door, very troublesome, and prone to problems, when on a nervous, so that the postal flicker, the entire industry may be banned from suffering from the catastrophe. It's not right, it's very inappropriate. ”

"Express delivery is now hundreds of thousands of people, and the postal service is at most to charge a toll, where is it so easy to ban." Huang Wenbin said that in fact, the postal service really proposed to charge, and he didn't know whether it was confiscated, anyway, Taobao postage was still so much money, and it was not passed on to ordinary users.

"Anyway, I'm not optimistic about the express delivery, but the logistics can take a look." Mr. Liu also said.

"Then there's the shipping of ships." Huang Wenbin said, "Sea freight is the lowest way to freight, and large quantities of foreign trade mainly rely on sea freight." "For example, the terrain of the Italian peninsula, which was transported from one side to the other and circled by sea, was much cheaper than a straight line of land transport from one point to another—commerce and trade on the Mediterranean coast was the basis of Rome's existence.

"Do you want to be a shipping company?" Mr. Yu nodded, "It's also gone up a lot recently." ”

"The shipping cycle is too long," Huang continued, "and it takes months to drift at sea, and if something goes wrong, you lose money." There is still to be delivery, there is still to be inspection, and there is still to wait for the money to be collected, and the sea is vast, and ordinary people will always feel dangerous to transport goods on it. ”

"And what exactly do you want to buy?" Yu always couldn't figure it out.

"I want to buy a shipbuilding company," Huang Wenbin said, "foreign trade is booming, there are more goods transported, more ships are needed, and it is necessary to place an order immediately, and there will be a deposit after receiving the order, how many ships to build, how many tons per ship, how much profit is expected, and the performance is clear, suitable for speculation." ”

"It's like...... A little roundabout. Mr. Liu said.

"Yes, it's better to fry directly than to fry the sea." Mr. Yu also said, "Foreign trade benefits shipping, shipping benefits shipbuilding, there is a conduction time, time is life in the stock market, Xiao Huang, you earn 10,000 yuan a year, and earn 10,000 yuan a month, it is completely different." It's okay to buy a little to play, and the main force is invested in it, which is called more than worth the loss. ”

I hope Mr. Yu doesn't regret it, he only bought a little in his previous life, and then that stock appreciated forty-nine times. If Huang Wenbin heard the name this time, he would definitely buy it for a few million, and the appreciation would be forty-nine times at that time, but it would be more than 100 million, and it would be very interesting to look at Mr. Yu's expression when the time comes.

"I think it's better to buy a shipbuilder." Huang Wenbin said, "But I haven't decided which stock to buy, master, do you have any suggestions?" When the time comes, if I make money, I will invite the master to go to the Sheraton for a seafood dinner, and the lobster and abalone will be served with that. ”

"That package is more than 10,000 yuan! I'm really willing to do it. Mr. Yu said, "If you really want to buy it, I recommend you pay attention to the Huxi Heavy Machinery." ”

"Huxi Heavy Machinery?" Mr. Liu asked suspiciously, "Isn't that a low-speed diesel engine for marine use?" There is nothing to do with this stock, the technology is not exclusive, there are not many assets, the quality is not excellent, and the scale is not large. It's been several years, and I'm always hanging around for about 30 yuan. From foreign trade to shipping, from shipping to shipbuilding, from shipbuilding to engines, the route is too long. ”