Lin Antu looked at Su Yu, he didn't expect him to be so decisive.

After being stunned for a moment, he held Su Yu's hand tightly and said with a smile: "Mr. Su, please rest assured, since I am honest with each other, I naturally want to be able to work together with Mr. Su and bring better development to the company." ”

"Good!" Su Yu smiled, picked up a cup of tea on the table, and said, "Then I wish everyone can work together in the future to open a new chapter." ”

Saying that, the three of them touched each other and replaced the wine with tea, which could be regarded as a celebration of Lin Antu's joining.

Subsequently, under the leadership of Su Yu, the three of them talked about many topics, and at this point, he knew more about Lin Antu and was more relieved.

At 8 o'clock in the evening, after eating, the three of them dispersed.

When Su Yu returned home, he saw Li Meng holding the computer and trying to review the stock market, he couldn't help but be a little surprised, and said with some curiosity: "What did you find, what are your insights?" ”

"The market is quite weak."

Li Meng looked up at Su Yu and replied: "Although it rebounded today, the GEM Index, the Shenzhen Index and the Shanghai Index all ended the 4 consecutive yin trend, and also left a golden needle to probe the bottom, but in essence, the hot spots are very scattered, and there is no plate that can really gather popularity and funds to come out." ”

"And, in such a sluggish turnover in the two markets."

"The funds of the two cities are still showing an outflow."

"This phenomenon is most prominent on the main board, as if the main funds of institutions are singing more, but they are selling rapidly, and their hearts are different and very separated."

"But your Shanghai Ganglian is still strong."

Li Meng smiled and continued: "In the case of your smashing market, the fried board was blown up like that, and as a result, you can still close a 3-point yang line, which is only a little lower than the opening price. ”

"But, the trend of this check tomorrow should be very worrying."

"Oh?" Su Yu asked, "How can you see it?" ”

"After the Dragon and Tiger list came out, everyone saw that you sold more than 60 million chips, and their hearts were half cold." Li Meng said, turned the computer screen, let Su Yu look at the topics of the Shanghai Ganglian's stock discussion forum, as well as the various hot topics on the webpage she opened, and chuckled, "The influence of your seat is the same as the trend of the Shanghai Ganglian, which is really amazing." ”

"It's not that my seat is influential." Su Yu said, "It's the original mood of the market, that's it, I'm just a guide." ”

"The Shanghai Ganglian has come here, and the chasing sentiment of funds has reached the limit."

"If you go up, you can't continue at all."

"Moreover, even if I don't smash the market today, according to the turnover rate of this stock, its short-term market will end here."

"For the market, there is never a single person, or a major force, that can support the situation and reverse the market trend."

"We ......"

"Whether it's big money or small money, you can only follow the trend and do emotional guidance."

"This is true regardless of whether this trend is a macroeconomic trend, a performance trend based on stock price fundamentals, or an emotional trend in short-term hype."

"Makes sense!" Li Meng nodded, agreeing with Su Yu's words.

"By the way, Su Yu ......" Li Meng paused for a while and continued, "What do you think of the next market?" And also...... After this check, which one do you plan to do, and do you have a goal? ”

"I think it's the same as you."

Su Yu said: "You are right, the market rebound is still too weak, and the choices and ideas of the main funds of the capital and market institutions are too separated. ”

"In this fragmented situation......"

"From the perspective of the K-line form, it looks like a bottom, but from the perspective of its quantitative and energy form and the emotional and financial aspects reflected by the current market, it is still extremely difficult for the index to stabilize in this position."

"As for the Shanghai Ganglian, which check to make......"

Su Yu thought for a while and continued: "I haven't thought about this yet, but I am sure that the main line of the future is still in the several major conceptual plates where GEM stocks converge." ”

"It's just that the current market has not shown a signal of bottoming, and neither the capital nor the emotional side has the ability to launch the market."

"I can only wait secretly and observe slowly."

After speaking, Su Yu said that he had ended the operation of wealth management on behalf of customers, and had returned the account to the customer, and at the same time said about Lin Antu.

"It's over!"

Li Meng nodded and said: "Seeing the more than 60 million funds you appeared on the Dragon and Tiger list, I was nervous for you, for fear that the people from the Securities Regulatory Bureau and the police would knock on the door." ”

"Uh......" Su Yu chuckled, "No, this matter is not so serious if the people don't raise it and the officials don't hold it accountable." ”

"Not to mention ......"

Su Yu paused and said: "The current regulatory attitude is originally loose, otherwise at this time, and then crack down on market speculation, I am afraid that the Shanghai Index will have to go below 2000 points, and at that time, the market sentiment will be even worse, the IPO restart, the political task of restoring the direct financing function of the stock market, it will become even more distant and difficult to achieve." ”

"Anyway, the IPO has indeed been suspended for a long time." Li Meng said, "Do you think there is hope for a reboot in the short term? ”

Su Yu shook his head and said: "The market is no longer popular, the money-making effect is not gathered, there are no new investors entering the market, and the IPO is restarted, there is no way to talk about it." ”

"After all, with the total turnover of less than 50 billion in the two markets now, and the public and private funds are all half-dead."

"Even if the IPO is restarted, the issuance of new shares will inevitably break."

"In that case, if the function of direct financing is not achieved, it will naturally be meaningless."

"So ......"

"If you want to restart the IPO, you must wait until the market is bullish, the trend reverses, the market has a continuous money-making effect, and a large number of new investors continue to enter the market."

"Yes!" Li Meng nodded, and his eyes suddenly lit up, "Since the IPO cannot be restarted in the short term, if a company wants to be listed on the A-share market, there is only one way to go, such as restructuring and backdoor." ”

"What, you want to fry the shell?" Su Yu said with a smile.

Li Meng replied: "In the case that the IPO cannot be restarted, this should be regarded as a more sustainable hype main line, right?" ”

"That's it." Su Yu smiled and nodded, "But you need wind!" ”

Gu Yan

"Wind?" Li Meng frowned slightly.

Su Yu responded and continued to reply: "Yes, the restructuring line, although the IPO is suspended, has always been the theme of enduring speculation in the market, but often every wave of speculation needs to be stimulated by successful cases of restructuring and backdoor, usually after the successful restructuring of a stock, the resumption of trading exceeds market expectations, which is the best time to speculate on the shell." ”

"And at the current point in time, this wind has not come."

Su Yu thought for a while and continued: "Any market speculation is not generated out of thin air, the formation of the main line of the market, in addition to the promotion of funds, the guidance of emotions, the most important thing is to be stimulated by the external 'tuyere', only by standing on the tuyere, with the help of funds and emotions, can we create a round of sustainable market, and can we harvest considerable profits from this sustainable market." ”

"It turns out that this is the underlying logic of short-term hype?" Li Meng said suddenly.

Su Yu said with a smile: "It can also be said that without the support of the underlying logic, relying solely on capital promotion and emotional guidance, it is still a castle in the air, and it is difficult to have sustainability, and without a sustainable market, the funds are easy to enter and not easy to get out, and it is difficult to obtain any excess profits." ”

"Got it!" Li Meng nodded, "Thank you!" ”

Su Yu looked at her with a smile and asked, "You...... Just studying this? Short-term logic! ”

"Yes!" Li Meng nodded and said, "I'm thinking, why do you succeed every time from Tianyu Information hype to Hua Qingbao, from Hua Qingbao hype to Fenda Technology, and then from Fenda Technology to Shanghai Ganglian, and why can these votes gather enough popularity and market funds to follow the trend when you participate?" But now that you have reminded me, I have a preliminary understanding that your short-term hype ability is indeed very human. ”

Su Yu laughed, and said in his heart: "If you don't have a reborn rearview mirror and ten years of experience, it is impossible to accurately judge these and make a move at the most appropriate time." ”

However, he certainly wouldn't say that.

"By the way, in addition to feeling the continuous outflow of the main funds in the market, and the relative separation between what institutional funds say and do, you also notice anything abnormal." Su Yu stared at Li Meng and reminded, "For example, why do these institutional funds continue to flow out in this position, and why do they sell short while singing long?" Have you thought about the logic behind this? ”

"In my opinion, any change in the market is not for nothing."

"The review is not to look at the rise and fall of stock prices, let alone pay attention to the changes in sentiment in the market, but to explore the logic behind the subtle changes in the market, and think of what happened outside the market, so as to deduce the subsequent evolution of the market."

"Do you think that the bottom of the golden needle is not the bottom, so the reason why the market continues to fall, the main funds of various departments continue to sell, and the market capital is seriously tightened?"

"Find out the logic behind this, in order to deduce the next market!"

"Only then can we be mentally prepared and formulate a reliable investment strategy, so that we will not mess up when the market comes."

Compared with him, Li Meng at this time, whether it is operational experience, or the way of thinking about the market, logical derivation ability, and market perception ability...... are lacking a lot.

Therefore, in order to make the other party grow quickly, he doesn't mind speaking more transparently and helping the seedlings grow.

When Li Meng heard Su Yu's suggestion, she felt that her mind was 'buzzing', and many of the questions that had originally bothered her suddenly became clear.

Su Yu saw her contemplative look......

smiled, didn't bother her any longer, went into the bedroom to change clothes, and went to take a shower.

Then, when he had finished washing, he returned to the living room.

I saw that Li Meng was searching for some news on bank loans, as well as recording various economic data in the first quarter, such as changes in money supply, social financing increment, PPI data, GDP growth data and the central bank's monetary policy.

"How?" Su Yu asked.

Li Meng noticed his gaze, looked up with a smile, and said excitedly: "No wonder you have fully liquidated your position today, not only the stock market is sad, but the entire financial system should have a crisis." ”

"Found the reason?" Su Yu continued to ask.

Li Meng nodded and said: "The bank's interbank lending rate and overnight repo rate are rising more and more steeply, depending on the situation, it should be on the verge of getting out of control, and from the information channels of the entire network, there is a lot of information about the recent bank loan approval, whether it is a large or small enterprise, or an individual, the recent loan approval is very difficult. ”

"And at the same time as bank loan approvals are tightened......"

"I have also seen some rural commercial banks and local regional banks openly raise the benchmark interest rate by 30% or 50% in order to absorb deposits."

"While tightening loans, we are crazy about sucking up savings."

"This fool can also know that the bank is short of money, and it seems that this situation has been happening for some time, and there are signs of getting worse."

"Judging by the economic data for the first quarter."

"Both the central bank and the bank carried out a wave of water release at the beginning of the year."

"But this wave of release, judging from the GDP data and PPI data, did not stimulate the economy, but caused the consequences of excess liquidity, extremely poor capital use efficiency, and increased inflation."

"So, I guess the central bank has been unmoved by the market funding problems for so long."

"It must be a change in the direction of monetary and macro policy."

"In other words, this is forcing banks to tighten their off-balance sheet assets, allowing them to solve risks and crises on their own, rein in liquidity, suppress inflation, and improve the efficiency of the use of funds."

"When banks shrink their off-balance sheet assets, they will inevitably reduce their holdings of securities assets or other investment assets."

"That's why the stock market has fallen sharply and institutional funds have continued to flow out, and this trend is ...... It seems that the central bank will not change easily until it makes a new monetary decision. ”

When Su Yu heard Li Meng's words, he gave him a thumbs up and said with a smile: "I have to say, you are still very powerful, and you have found the key node in such a short time." ”

"You're still well guided!" Li Meng chuckled, "Under the undercurrent, the storm should be very close, originally I just guessed that the market today's golden needle is not so stable, now look at ...... This is a golden needle, I'm afraid that many investors will be buried here! ”

"The market always starts in despair."

Su Yu said: "Without this last fall, where will the market be reborn? Only these most stubborn institutions have no choice but to cut their flesh in this market money shortage crisis and release the bottom chips, so that the market can usher in 'travel lightly', and can they truly rely on limited funds to restore market sentiment step by step and create a continuous money-making effect, so as to achieve positive feedback from the market and reverse the bear market pattern. ”

"So, in my opinion, that's not a bad thing."

"Hmm!" Li Meng responded, thought about it, and continued to study the market.

And Su Yu said, 'Go to bed early', and then went into the bedroom alone, lay on the bed and swiped the news and forums with her mobile phone for a while, and then fell asleep.

A few days after that......

In addition to occasionally inspecting the company's decoration progress, Su Yu interviewed several rounds of the company's management personnel at the request of Qin Haowen, and spent the rest of the time hiding at home to guide Li Meng to do short-term operations within the day, or deepen her logical understanding of market changes to help her grow rapidly.

Until Tuesday, June 18.

When there were only two days left in the half-month deadline he agreed with Li Huiyuan, the owner of the 'Yichuang Planning' company, Li Huiyuan took the initiative to call him and invited him to have dinner again.

At this time, Su Yu walked out of the house and came to the restaurant where the other party asked Shi Yuling to meet him last time.