At half past eight o'clock the next day, it was the time of the regular investment morning meeting of his Qianfeng Investment Management Co., Ltd., which was presided over by Hao Zhongren, the person in charge of trading, and Qian Feng, the nominal investment director, observed.

The weekly regular investment morning meeting is required by Qian Feng to do, the purpose is to let the entire trading team, as well as the management core of the elder brother always be in the feeling of the investment market, but also to mobilize everyone to maintain an active state of thinking, improve professional ability.

"The theme of today's morning meeting is the general trend of the stock market, and we also have the economic briefing delivered by Mr. Ji Meixing. Hao Zhongren said as he stood in front of the projection in the conference room.

"In the new year, there are several data worth thinking about. Hao Zhongren continued to speak, "Let's talk about M2 first, from the central bank just released at the end of December, the broad money M2 indicator, the balance is 167 trillion, a year-on-year increase of 8.2%, a new low in recent years. ”

"I think everyone knows that we don't have to talk about it here, and we don't have to control macroeconomic policy. But one thing is clear: barring an unacceptable stagflation or decline in GDP, the M2 indicator will continue to operate at its own level, and most likely to decline. There is reason to believe that in the future, the capital and liquidity of the stock market will be greatly affected. ”

"In the context of de-capacity, the producer price index PPI is rising, although this is conducive to the performance of resource listed companies, but it will also raise the production cost of a raw material enterprise, the most important impact is that the rise of PPI will be transmitted to the consumer price index CPI, triggering the inflation trend of the whole society. ”

"Looking at the PPI combined with the MI indicator, I judge that the inflationary pressure is very strong. Hao Zhongren said.

An employee took over.

"Mr. Hao, I think that for the sake of people's livelihood, the food that accounts for a large proportion of CPI statistics will use regulation and control to suppress prices, so the CPI will not get out of control and will remain at a relatively small growth level. ”

"As long as the price of pork doesn't go sky, it's fine. Some employees made a joke.

"Kefa Gai# is the father of three barrels of oil, and oil prices will definitely rise with the rising trend of international oil prices, not international practice, so the pressure on CPI will be very great. ”

"Not really, anyway, the CPI data will not be high at that time, and the water will not be enough. ”

Everyone is laughing.

It is okay to be properly active, and the investment morning meeting should be held seriously, Hao Zhongren stretched out his hand to suppress it, and took over the topic.

"To sum up, I judge that the performance of the stock market will tend to be cautious in the future under the pressure of tight liquidity and real inflation. Hao Zhongren said, "But in the context of deleveraging, there will still be a lot of money to find a way out, and it will naturally overflow to the stock market, so the future stock market will be structurally differentiated, some stocks will go to heaven, and some stocks will go to hell, which will make it difficult for us to grasp the investment stock selection." ”

This is true, Qian Feng thought to himself, and also agreed with Hao Zhongren's analysis and judgment.

Qian Feng is optimistic about Hao Zhongren and wants to train him to be a capable general.

Hao Zhongren did not let himself down, relying on hard work and Qian Feng's careful guidance, he has indeed grown and progressed rapidly, and has his own set of thinking system in terms of investment professional ability. Sometimes, some of the opinions and analyses he expressed in front of his idol Mr. Qian can also make Qian Feng feel quite insightful.

However, a competent general must not only have professional ability, but also have the ability and skill to do things. Often, no matter how high an individual's talent is, there is no social means, especially social resources similar to spelling fathers, and talent will be grains of sand.

Compared with his brothers, Hao Zhongren has less experience in business, including entertainment corruption, etc., and Qian Feng also planned to take him to more activities and more immersion. Therefore, for example, receiving Director Wang of the State-owned Assets Supervision and Administration Commission of Kangding City, receiving Wang Yawei and his brother after the last investor meeting, contacting the secretary of the board of directors of Mr. Hu for the 005555 of listed companies to reduce their holdings and cashing out, etc., Qian Feng tried his best to arrange Hao Zhongren to appear.

Speaking of collusion to help 005555 listed companies reduce their holdings and cash out, although Hao Zhongren's role is only to liaise with the secretary of the board of directors and coordinate affairs, but this is not the business of Qianfeng Investment Management Company, so Qian Feng gave Hao Zhongren a big red envelope.

The big red envelope is a cash prize of 5 million. When he gave it to Hao Zhongren, he was a little blindsided, which was too much. From the perspective of work, Qianfeng Investment Management Company has a good salary, and also receives the treatment of 003826 Wu's Technology Company as a director, and Qian Feng's cultivation of him has greatly exceeded Hao Zhongren's expectations.

"You take this money to improve yourself, and it is regarded as a packaging fee, and my people must be equipped with a minimum image of wealth. Qian Feng took the words and pressured him to accept it.

In fact, Hao Zhongren didn't know that Qian Feng's original intention was more to work loyally to him and be loyal to his material rewards. This is particularly important, because with his position in Qianfeng Investment Management Company, he has contact with and handles the company's core secrets, and if he has bad selfishness to make profits for himself, he can easily get money from investment operations, such as privately building a "rat warehouse".

Qian Feng has the ability to see all the background data and information of all capital transactions, as long as Hao Zhongren opens an account with his real identity or uses a vest account to enter the market, whether it is stock speculation, foreign exchange speculation, buying futures and other capital transactions, he can't hide Qian Feng.

Therefore, whether Hao Zhongren's work is loyal or not, Qian Feng can grasp it at any time.

It is also Hao Zhongren's loyalty, coupled with the fact that he is a talent that can be created, that Qian Feng will regard Hao Zhongren as a person with a humerus.

In the future, Qian Feng will give him more, not only in money.

Qian Feng also needs Hao Zhongren to be able to take the lead for himself as soon as possible. With the expansion of business stalls and the advancement of investment territory, there are no capable people of their own, and everything can be taken care of by themselves as the leader.

It is the current Qianfeng No. 5 and No. 6 funds that have raised 5 billion yuan; there are also funds from Qianfeng No. 2 and Qianfeng No. 3 funds that have been put in place one after another; as well as the flagship funds operated by Zhuang, the management of these fund investments alone is not something that they can get by themselves.

The investment director of Qianfeng Company must also be handed over to Hao Zhongren as soon as possible, and he can only play the role of gatekeeper.

Of course, the flagship fund operated by Zhuang can only be done by himself, and Hao Zhongren has no special ability and cannot replace himself.

Qian Feng was also very satisfied with the performance of Hao Zhongren at today's investment morning meeting. What is satisfying is not Hao Zhongren's specific analysis and judgment rhetoric, but the theme of his chairmanship of the general trend of the stock market.

Of course, Hao Zhongren knows that the Qianfeng No. 5 and No. 6 funds that have been raised in place are about to open a position, and he threw out the theme of this investment morning meeting today, which shows that Hao Zhongren already has a subjective consciousness thinking about this part, rather than passively waiting for Mr. Qian to arrange.

Only those who can consciously think big can become the main beam, and Qian Feng, who intends to let him play the right hand, will of course be satisfied.

Before the investment morning meeting was over, Qian Feng left his office first, and he had other important things to deal with.

......

Disclaimer: The stock market remarks in this chapter constitute the content of fiction only.