Half an hour later, Wang Xin convened a meeting of his trading team, all of whom had followed him to the private equity team, and now they had joined Shengfeng Capital en masse.

From another point of view, the nature of Shengfeng Capital is also a larger private placement, and the entry threshold for investment is 300 million.

"There is indeed a dilemma in doing short-term trading, first of all, it takes a lot of energy from traders, and in the case of a huge amount of funds, short-term trading has limitations, and a single fund short-term trading will further amplify the risk, and a careless will be the rescue funds to be trapped, which is particularly critical, and why I emphasize that we must avoid the national team's rescue funds."

Wang Xin's words echoed in the minds of every trader present, and they were very important and emphasized again and again.

A young trader at the meeting was puzzled and said, "Boss, I can't understand, why should I avoid the bailout funds?" We are short-term investors, why should we give up the easiest way to make a profit and instead gnaw the hardest bones, or the scum scattered in all corners of the market......

Wang Xin glanced at him and said lightly: "You are a potential and talented trader, but your ideas are still very young and even a little naïve just like your age." ”

The other party's face turned red when he heard it, he was only 20 years old and was the youngest trader recruited in Wang Xin's team, Wang Xin said so, but he was actually very optimistic about this young man.

Wang Xin saw that he was not convinced, and said: "Once the country starts to save the market, our attitude is not our own and there is nothing wrong with it from the perspective of capital profit-seeking, but in this land, we must first follow the will of the country, and we can't sit crookedly with our buttocks, and we want to make a profit from the rescue funds?" Do you want to spend your best decade in a prison cell? ”

The other party was speechless when he heard it, here, a person who disrupts the order of the market can be sentenced.

Wang Xin added: "Our bottom line is one, we can't copy the bottom on the national team, and we can even help give a little assist if necessary, do you understand?" ”

All the traders nodded in unison, and just now the trader asked again: "Then what is the nature of our trading behavior?" Investment? Venture? ”

Wang Xin replied succinctly: "It's value investment. ”

Value investing?

When they heard this, most of the traders in the meeting had an intriguing expression, and one of them bluntly said: "Value investing? Tell the story of value investing in Big A? With all due respect, boss, is there any value in a market that calls the description of thousands of shareholders Chiguoguo as 'leeks'? Which of the domestic private equity, funds, and whatevers is not a short-term harvester? ”

This trader thinks it's funny to talk about value investing in Big A, and he also wonders what his boss has gone through, which he didn't think like this before.

Wang Xin replied with a smile indifferently: "Before joining Shengfeng Capital, I also firmly believed that to be honest, I also harvested a lot of small scattered wealth, but after joining, I had an in-depth understanding of this huge institution and its behavior for a week, and I did not hesitate to deny the previous idea, what they did was more meaningful and valuable than our previous private equity." ”

"Boss, is there anything different about Shengfeng Capital? Isn't it a bigger private placement? The difference is that the money of foreigners with international capital is harvested, but the essence is not the same? ”

Wang Xin shook his head and continued: "You still don't understand, the actual purpose of Shengfeng Capital is to quickly complete the original accumulation of capital, and then do value investment, this can't be wrong." After I obtained internal information and researched and analyzed, I realized that Shengfeng Capital was following the example of Berkshire Hathaway, which established the East, and Mr. Qin or the man behind Shengfeng Capital, Luo Sheng knew that short-term stock speculation was not a long-term solution. ”

"The primitive accumulation of capital is constantly fighting speculation and risk, but when the accumulation is completed, it will be transferred to value investment, which is a bit like a person who likes to fight and kill when he is young, but when he is older, he wants to be stable, marry a wife and have children, live an ordinary life, and don't want any fame and fortune.

The team of traders in attendance couldn't help but fall into deep thought, as did the youngest trader, who was only 20 years old.

After a while, Wang Xin looked at the trader who questioned value investment just now, and said with a smile: "What you said is not right, what you said is right because the current big A is basically speculation, which is the current fact, and what you said is not right is because you are pessimistic about the future big A, but the future big A is destined to be value investment, which is not a trend of personal will, and Shengfeng Capital has been continuously investing in the emerging technology industry over the years, which has accelerated the formation of value investment to a certain extent." ”

Speaking of this, Wang Xin couldn't help but sigh and added: "Mr. Luo's handwriting is really breathtaking. Isn't the market full of speculative winds and no value investment? Okay, then I'll give value to the market, the blue pure electric car company chose to be listed in the big A is the first step in value investment, I believe that in the future there will be more and more high-quality technology companies listed, at least the enterprises related to Mr. Luo are value investment objects. ”

"So I now understand why Mr. Qin said that he wanted Shengfeng Capital to protect the disk for Azure Pure Electric Vehicle Company." Wang Xin looked at the trader who questioned value investing again and said with a smile:

"With 'Oriental Berkshire Hathaway' like Shengfeng Capital and entrepreneurs like Mr. Luo supporting the domestic technology industry, especially the whole industrial chain of domestic semiconductors and the supply chain of new energy vehicles, do you think there is no value investment in the future big A?"

When the other party heard this, he didn't know what to say to defend his original point of view for a while, and finally had to stubbornly retort: "Can Keluo always succeed?" This is no less than reshaping the market atmosphere of Big A with manpower, how can it be reversed by manpower? ”

Wang Xin couldn't help but smile and said: "This is the risk problem, investment is risky, maybe now is the window of opportunity, the tuyere is the opportunity, the blue pure electric vehicle company just happened to be listed in the big A at this juncture, the IPO subscription funds were frozen two trillion funds, and it will take a few days to lift the ban, these investors should thank Mr. Luo for saving their lives, otherwise they will lose all their money when they enter the stock market...... And all of this I suspect is in his calculations. ”

Hearing Wang Xin sort it out like this, the traders attending the meeting couldn't help but be more convinced of the legendary man, the layout of all this seems to have nothing to do with it, but a deeper study will find that there is an invisible big hand that is controlling everything, this game of chess is unimaginable, and outsiders, even everyone present at the moment firmly believes that this is just the tip of the iceberg they see.

Wang Xin looked around at everyone and said: "The ass problem determines our next layout behavior, Shengfeng Capital, although it is a private equity nature, but don't forget that the major shareholder who holds 30% of its equity is called the State-owned Assets Supervision and Administration Office, in a sense, we are also one of the national teams, but it is not a descendant army, don't rush the Dragon King Temple, if anyone dares to copy the bottom of the national team, there is no need for President Qin to hold me accountable, I will isolate him as soon as possible and personally send him in prison for ten years, it's as simple as that, what questions do you have?" ”

The traders in the meeting looked at each other and did not speak.

Wang Xin said again: "Okay, the general direction is so determined, once the irreversible downward trend occurs in this round of the market, and then the national team enters the rescue market This period is the moment of our carnival, I estimate that it will not last long, and this time will bring your greed to the extreme, crazy harvest." As soon as the national team enters the country, it immediately turns the bow of the ship to tighten its greed, and encircles and suppresses QFIIs (foreign institutional investors) to death. ”

"The data shows that QFII in the first half of the year there are 365 funds appeared in 252 listed companies in the top ten tradable shareholders of a total of 6.808 billion shares, compared with the first quarter of 316 shareholding companies and a total of 8.792 billion shares, whether it is the number of shares or the number of participating companies, QFII's position data are significantly less than the first quarter, which shows that they have been on the high sharply reduced positions, which is much better than the social security fund."

One of the traders at the meeting sighed: "Foreign institutional investors, with a keen sense of smell, do have something. If we don't pull them into the water in this round of market crash, it is estimated that there will be no loss. ”

Wang Xin smiled: "We can carnival for a while when the market collapses, and the destruction of the market must be yes. ”

Everyone at the meeting couldn't help but smile lowly, and everyone was eager to try.

Speaking of this, Wang Xin couldn't help but remind everyone when he saw their reactions, adding: "The difficulty of encircling and suppressing QFII and harvesting Xiaosan is that one is hell-level and the other is child-level, so don't be careless." QFII fund managers generally like blue chips with low valuations and stable performance, and there are also some small and mid-cap stocks, but few ChiNext stocks, and most of them adhere to value investment, so their investment style and trading strategy are more conservative. ”

"The results given by the internal analysis team of Shengfeng Capital, the worst of this round of market downturn will be the small and medium-sized board and the gem, which is why it is predicted that QFII positions will be relatively resistant to decline in this round of market, plus the number of shares reduced is quite a lot, so it is normal to have a small loss, and these people must not be taken lightly, they must always report to me, and I will also report to Mr. Qin at any time."

All the traders present nodded in unison: "Understood." ”

If it weren't for Qin Weimu, the legendary goddess of the investment industry, who was in control of the overall situation, Wang Xin really wouldn't have the confidence to dare to take meat from the mouth of QFII.

They thought that the current round of the market might last another three to five days to reach the top and fall sharply, but they did not expect that the situation was worse than they thought, just today's preparations were completed, and the next day, that is, the opening of Monday, June 15, began to decline.

……