Chapter 926 [Pattern? It's a cut! One cut is the kind of 100 trillion yuan]

"This is a huge, extremely complex, systemic problem, assuming that the development of the rural economy here is carried out, then what about urbanization?" As the video conference continued, one of the researchers at the meeting said, "If everyone runs to the countryside, who will run to the city to buy a house?" The real estate developers will definitely not be happy, and when the time comes, they will also shout for help and there is no way out. ”

The other participants also nodded involuntarily when they heard this, the problem is indeed very complicated, the problem here is solved, and there is a big problem over there, there is always a place for you to pass through the basket.

When the urban population shifts to the countryside, the real estate industry will inevitably decline, because people are gone, who still buys and sells to.

Then the houses built by the developer cannot be sold, the funds cannot be returned, and the huge debt will lead to the risk of thunderstorming, which will then be transmitted to the bank, which will cause financial turmoil and finally "infect" the real economy, come back in a big circle, and finally the economy will be ruined again.

Real estate developers are in high debt, everyone is scrambling for people, and the most important thing is that the birth rate is now diving year by year, and the population has entered the stock competition, resulting in this problem seems to be unsolvable.

After a while, another scholar and professor said in a relaxed tone: "The problem of the housing market is a problem of dealing with junk bonds, and speculation in the real estate market is all junk bonds, how to deal with this problem?" I think it's like dealing with bad debts in banks, you spin it off and make it an asset management company and freeze it there, and then you develop a new field and start over? ”

After a pause, the scholar added, "What am I going to do with those real estate developers?" There is only one way out, after I make the denominator bigger, the numerator of bad debts will not move, and the proportion of the whole value will soon be reduced? The development of rural ecological economy is to expand the denominator ratio, how can those speculative capital in the housing market be allowed to dominate the flow of factors? Isn't that a joke? ”

In this section of the real estate industry, Luo Sheng's companies or institutions are not involved, so they are not evaluated, no matter how they toss the house here, their own interests will not be impacted, and even if it is affected, it will be a marginal aftermath.

Luo Sheng didn't want to wade into this troubled water.

The video conference lasted again for half an hour and then ended, and the real estate industry did not discuss much of the issue, which was very complicated and postponed, but the plan for rural development was settled, because the solar storm will not give you an extension.

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 of the trip to the countryside, with the specific date scheduled for early June.

Yu Zhengping has time at any time, mainly because Luo Sheng can't spare time now, and he still has to deal with the withdrawal of Shengfeng Capital investors.

……

Following.

After the market opened low, the food processing, aquaculture, ecological agriculture and other sectors performed strongly, once again setting off a rising tide, Shengfeng Capital with a number of entry funds, put on the "free capital" vest to activate the entire market atmosphere, and seduced a lot of over-the-counter funds to enter the long.

At the same time, it silently poured out the funds in the traditional energy, coal chemical industry, mining and other sectors, sold and placed large orders, and then used the "free capital" vest to eat the list, causing the "good" expectation of the solar storm to be placed, and the trading volume was steadily amplified, forming an active trading phenomenon, which was easy to attract over-the-counter follow-up funds at this time.

Most of the funds of Shengfeng Capital have not only been liberated, but also created considerable profits, and the follow-up will be over on the Buddha system to protect the disk, and quickly pull it up when there is a big fall, creating a false impression of washing the market to investors, in short, it is necessary to give confidence to the investors who come in, and guide the market funds to hold this disk.

Then the liberated funds will go to other sections to seduce new over-the-counter funds, the main funds of the disk are afraid of the whole line, now stabilize the disk first, and then wait for the follow-up support of the entire disk to be firm, and then slowly pull out, to put it bluntly, it is a plate of killing pigs.

After today's close, I finally saw a real positive candle, the main board rose 1.85%, and closed at 3262.25 points after hours.

However, the science and technology innovation board is still pulling its hips, and the entire science and technology innovation board is still down 8.22% today, and the fall limit is in the semiconductor sector, which can be called the hardest hit area.

In the first two years, the semiconductor super bull market rose very crazy, and individual stocks increased five times and ten times.

In the first two years, the investment in the consumer sector was ridiculed for not knowing how to invest at all, at that time, as long as you invested in semiconductors, you could make a lot of money with your eyes closed, and everything you bought would rise.

But now even if you have a sharp eye, you can't do it, let alone the gas faucet, buying high-quality stocks such as Reebok Technology and Jingchuang Technology is all buried in it.

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

……

In mid-May, Shengfeng Capital once again issued a blockbuster announcement, and after ten days of Tampa with major investors, it finally reached a new consensus and established a one-week time window for its fund redemption application.

Investors who exit halfway only need to pay a punitive fee of 4.58% to redeem funds according to the current net value of Shengfeng Capital Strategic Investment Fund, and at the time of this announcement, the market has rebounded to 3456 points.

As expected by the market, Shengfeng Capital announced the announcement of the reduction of related investment targets, and the market did not say a word and paid tribute to the fall.

The broader market fell back to around 3,200 points in just two days.

……

"BlackRock Group, Goldman Sachs Group, Morgan Stanley, Norway Sovereign Pension Fund, Hillhouse Capital, Pilot Capital, UBS and other 33 top domestic and foreign asset management institutions have redeemed 45% of the capital share, of which the North American pension fund reduced its holdings and redeemed 64.5% of the capital share."

In Luo Sheng's office, he sat in the boss's chair and listened with his eyes closed, and An Qingxue held the folder in his hand and read it to him.

"What is the proportion of foreign capital in Shengfeng Capital?"

Hearing this, An Qingxue flipped through the pages on the folder, and replied after a while: "It has dropped to about 6.8 trillion RMB, accounting for about 14.76% of the assets of the entire Shengfeng Capital." ”

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

This is both a joke and a true word, the leek roots of institutional foreign capital are about to be cut by him, you must know that the original proportion of foreign capital in Shengfeng Capital is as high as 45%, and the highest nominal value is more than 36 trillion RMB, and the proportion of foreign capital has been cut by about 30.3% as a whole, which is equivalent to about 10.5 trillion yuan in fact.

It's more than 10 trillion!

Compared with Luo Sheng, those institutions of Big A can be said to have lost completely in the listing of the pattern, and those institutions of Big A harvest every few months is really no pattern.

Luo Sheng is using fifteen years to "raise pigs", the so-called "miracle halo" is actually the "pig killing halo", fifteen years later, the sickle in his hand is 10 trillion directly cut down, so that you are still superstitious "Luo Sheng halo".

This is the "cutting game".

Luo Sheng believes that these "leeks" will continue to believe in the "Luo Sheng Halo" in the future, because the ladder project will definitely succeed, they can only break their thighs and their own judgment mistakes were washed out by Luo Sheng's tricks, not that there is a problem with this "halo", he really has not failed, but he has failed.

"It's okay, it's almost, it's been washed clean, it's time to rise." Luo Sheng is very satisfied with the foreign holding ratio of less than 15% of Shengfeng Capital.

If the ladder succeeds in the future, it will still be able to return to its original cost, but it is impossible to earn it in blood, at most it will make a little money, which is quite a perfect result for Luo Sheng.

……