Chapter 575 [Capital Market with Dark Tides]
Luo Sheng stayed at the National Defense Military Research Institute for four days before leaving, and when he left, he was also very low-key and confidential, so that the outside world would not know that he had participated in national defense and military construction.
On this issue, the approach is very clear, if it can be known to the outside world later, try to be as late as possible.
It's not because I'm afraid, it's because it happens a little later and earns a little more.
Because the exposure will have a negative impact on the global business of Luo Sheng's two multinational technology companies, especially the business operations in developed countries in Europe and the United States, Lao Mei will definitely take the opportunity to use this as an "excuse" to do things.
You have to distract yourself from this trouble.
Obviously, in line with the principle that more is better than less, keeping a low profile will not prevent you from doing anything.
However, Luo Sheng does not expect to last long, even if he does not set foot in the field of military industry, it is only a matter of time before Lao Mei makes a move, and the other party will definitely not allow him to control the Internet in the United States all the time.
I am quite aware of this.
Originally, the two sides basically collapsed, but now they are only maintaining a superficial friendship, and the boat is just one chance away from capsizing.
The reason why it is still maintained now is just that Luo Sheng's deterrence has made the other party have to cast a rat bogey, but Lao Mei has not done nothing, and constantly extends the "temporary license" of the Cote d'Azur and Bluestar Technology in order to buy time and save face.
Once deterrence no longer has a practical effect, Lao Mei will definitely not hesitate to flip the table after being able to bear its losses, and the boat of friendship will capsize.
Luo Sheng estimated that the days of making American money were only in the last few years, no more than three years, and while there were few days left, there would be a few counts in North America.
As for the military industry, Luo Sheng needs to let the Cote d'Azur get the relevant qualifications, and because the situation is relatively special, even if he gets the relevant certificates and qualifications, they are temporarily non-public.
Fortunately, the CΓ΄te d'Azur is not a listed company, and it is much easier to operate.
In the next few days, Luo Sheng only needs to wait, and he will not wait too long, and it will be no surprise that he will be able to get the relevant qualifications and procedures that the company can legally enter the military field in about a week.
Just take advantage of the qualification license to come down, first carry out the preparatory work, the team of the research and development department of the three major projects is formed, and then the research and development of the project can be launched immediately after the license is obtained.
β¦β¦
And just when Luo Sheng was focusing on the three major military research projects handed over to him by the military, the capital market was already surging.
On the morning of June 14, the headquarters of Shengfeng Capital held a meeting.
Qin Weimu, the head of the company, Meng Qiu, the general manager, and other senior executives all attended the meeting, and there was also a new face at the senior level, including Wang Xin, the founder of the original "Xinchuang Private Equity Fund".
For Wang Xin, this time the jump in class is a big step up, there are many domestic fund managers like dogs, most of them are born with master's degrees, simply put, there is no real strength, can only bully the domestic Xiaosan, and when you meet the real top players, you are also cut leeks.
But Wang Xin's resume is quite special, he was born in a poor rural family, and his education was dropped out of high school after two years, but he achieved financial freedom in life at the age of 30.
Financial freedom, this is everyone's dream desire.
At this time, Qin Weimu calmly said with a calm demeanor: "Those who do not seek eternity are not enough to seek a moment; Those who do not seek the overall situation are not enough to seek a domain. At present, the internal logic of this round of domestic bull market must be viewed from a global perspective. That is, the U.S. stock market has continued to improve since the second half of 2010, while China has only converted the gains in North America into less than a year after four or five years, which is the recovery performance after the global financial crisis and the bubble performance after global quantitative easing. β
As the only woman in the conference room, Qin Weimu sat in the chief position, and Meng Qiu and the others who attended the meeting did not have any complaints about it.
In fact, Meng Qiu also had ideas when she joined Shengfeng Capital in the early days, hoping to compete with Qin Weimu for the top spot, but she was in the international financial market, and she insisted that Shengfeng Capital, as a venture capital institution in the technology industry, could make a profit of tens of billions of yuan every year.
A series of large-scale efforts such as accurate prediction of Greek bankruptcy, European debt crisis, and shorting of Bluestar Technology have made Shengfeng Capital a lot of money, and now it is the title of the empress of the financial industry.
Meng Qiu was not convinced, and the people present were also convinced and willing to be led.
Qin Weimu continued: "Why do I judge that this round of the market is about to turn sharply into a bear market? From an overall point of view, the U.S. stock market began to decline after completing the repeated topping last year and drove the domestic market to follow the decline from the second half of last year, which of course is indispensable to the turmoil of Bluestar Technology and the Cote d'Azur last year, but this is not the fundamental reason.
"The root cause is the contraction of global liquidity and the manifestation of global investors' concerns about possible future interest rate hikes in North America, and secondly, global economic integration and North America is the leader, with financial hegemony and control of global economic liquidity, and the most important thing for financial assets is liquidity."
Everyone at the meeting couldn't help but nodded, and after a while, Meng Qiu also spoke: "According to our internal comprehensive analysis and research report, the main reason for our short market is that there are several factors, one is that the stock price valuation is high under the current market and the dealer is shipped, this round of market is started in August last year, most of the stock prices have doubled, many gems have doubled, demon stocks appear frequently, most of the institutional investors who hold these stocks have made very good profits, and are gradually reducing their positions. β
"The second is the withdrawal of leveraged funds and secretly encircled and suppressed, this round of funds has two waves of leveraged funds to accelerate into the market and promote the rapid rise of the market, the peak of leveraged funds reached as much as 5 trillion yuan, leveraged funds are very sensitive to the market, the market but there is a trace of bad trend, in order to avoid being forced to close the position will leave the market as soon as possible, whether it is active or passive exit, once it falls is a big collapse of the dam dump."
"The next is the shorting of stock index futures, and there were shorting loopholes when this mechanism was launched, such as the '500 futures index' to reduce the margin and encourage naked short selling. Since the beginning of this year, more than 1,000 major shareholders of listed companies have reduced their holdings, with a cash amount of up to 500 billion yuan. β
Wang Xin, who had not spoken much, was very surprised, he suddenly found that his forecast was surprisingly consistent with the management of Shengfeng Capital, and he couldn't help but feel a little vanity and smugness in his heart, after all, Shengfeng Capital under Qin Weimu's leadership was in a sense like Buffett and Berkshire Hathaway.
It is no exaggeration to say that Shengfeng Capital, as a super institution with assets under management exceeding one trillion yuan, Qin Weimu's decision-making and her every move in the capital market have touched the hearts of countless people.
In the current market, even once Shengfeng Capital's investment in the technology industry shows a trend of tightening, it will be taken by the market to say, "Why are you tightening investment, the market has a problem?" And carry out a crazy interpretation of 360 degrees without dead ends.
Wang Xin couldn't help but shake his head and sighed: "This round of leeks is a bit ruthless, and the leek roots will be pulled out and cut off." It's a pity that thousands of small and medium-sized investors are still confused by the rising index and the money-making effect brought by hundreds of daily price limits, coupled with the media big V's biased listening and belief in the big bull market propaganda, and the huge risks accumulated by the market of more than 5,000 points, they have been vigilant about risk control, and even they are not psychologically prepared for the market to reach the top and downward......
Meng Qiu looked at Wang Xin and said calmly: "Shengfeng Capital has the creed of 'two wants and two cannots' in the field of financial markets: be rational. Be greedy. You can't do without a conscience. There can be no compassion. β
Wang Xin smiled: "I know, I just feel it." β
Meng Qiu couldn't help laughing and said: "When capital has a conscience, it will indeed become sentimental and mixed with a hint of hypocrisy. β
Wang Xin: "At least it's not a bad thing. β
Meng Qiu: "That's right. β
After a while, a manager named Qi Gao who attended the meeting looked at Qin Weimu: "Mr. Qin, how should we lay out this round of market?" β
As soon as these words came out, everyone in the meeting looked at her without saying a word and waited for the following, Qin Weimu saw the eager and greedy side from their eyes, which perfectly interpreted Buffett's famous saying: I am afraid when others are greedy, and I am greedy when others are fearful.
Chinese Net