In addition to many industry insiders at last night's banquet, the meeting was attended by other leaders of the China Securities Regulatory Commission and the Asset Management Association.

After Su Yu signed in, he found a place to sit down, and then listened to the speeches of the leaders on the stage boredly, he actually came here to make sure of one thing.

It is this so-called summit exchange, which direction is the wind released by the regulators?

And just as he guessed......

After the leaders set the macro tone of the current market, that is, after nearly 2 hours of long speeches, the 'window guidance' finally began.

I hope that the public funds and private equity institutions here can actively enter the market.

Of course, the leaders of the regulatory level did not say coercion, after all, they did not have this power, they just said initiatives, but this kind of initiative ...... The directivity is still too obvious.

"That's it?"

In the face of the active market entry initiatives from the regulators, many institutional fund managers who are not optimistic about the future of the market have complained: "I thought that I could really discuss a clear investment direction in the future, but I didn't expect it...... I held a meeting to convey the spirit to everyone. ”

"The cow doesn't drink water, so it's forced to press its head!" A fund manager of a private equity firm sighed, "We are not a public fund, there is no minimum position limit, and there is no obligation to solve certain market tasks, support the market, and make the market, which will be opened...... It's really not happy. ”

"I only talked about the initiative, but I didn't say that it was compulsory, and if I didn't listen, wouldn't it be over?" Someone laughed and said, "The current market, in the second half of the year, is picking up a bit, but if you talk about a bull market...... It's still far away, and at this time, a round of rebound trend is about to end, and at this time, it is very likely that it will be picked up at a high level, no matter what others do, anyway, at this time...... We will never increase our positions at a high level. ”

"Well, indeed, although the market has rebounded violently recently, the macro data is not ideal!"

"The growth rate of M2 data is much lower than expected."

"The Federal Reserve has also withdrawn from the QE program, global monetary policy is tightening, and there is no credit easing, where is the bull market impetus? Isn't it appealing at this time for people to take over? ”

"Let the public fund take the lead, this time...... I would rather make a right-sided investment after the Shanghai Composite Index completely breaks through the pressure, and I am never willing to take over at a high position in this position. ”

"Hey, the horn of the bull market has been shouted for almost a year, but in fact, how easy is the bull market?"

"You have to call on the majority of retail investors to enter the market, so it can be useful!"

"Uh, performance can't be promoted, valuations can't be improved, economic growth can't be up, just appeals are useful?"

"Indeed, there is no real money invested, everything is needed, or the Su general manager of 'Yuhang Investment' last night said it well, there is no money-making effect, it can't attract more incremental funds, what to talk about macro and micro, it's all, I see...... If the market is really good, there is no need to appeal at all, everyone will run to enter the market, when do you need to appeal, you need to mobilize? Isn't that the time when the market is not good and everyone needs to take over? ”

"I definitely don't want to be the wronged leader! Whoever loves to be, who deserves. ”

"It's better to directly increase the minimum proportion of public funds, so that institutions can be forced to take over."

"If you do, the impact will be terrible."

"However, this mobilization meeting has been held, which proves that the regulators are there...... I guess I got some kind of mission, right? Otherwise, how could there be this meeting? ”

After the meeting ended, everyone whispered to the discussion......

Xu Zhongji, general manager of Minghui Capital, who walked side by side with Su Yu, did not speak, pondered for a while, and then asked Su Yu: "Mr. Su, what do you think?" ”

"What does Mr. Xu think?" Su Yu didn't answer directly, and asked with a smile.

"It's hard to say!" Xu Zhongji replied, "Actually, this kind of public strategy meeting, oh...... It's not once or twice that I've held the 'briefing' for short, but this time, it seems to be more urgent, and I always feel that there should be some major movements in the market next! ”

"Hmm!" Su Yu said, "Indeed, the signal released is more urgent." ”

"I just don't know, for the market, will be good or bad!" Xu Zhongji sighed, "At first glance, it is a relatively positive signal, but I am afraid that there are only a handful of institutions that will really be called by the regulator to enter the market, after all, it is easy to shout slogans, but it is not easy to really involve the investment of real money." ”

"In addition, the main lines of speculation in the market are expected to be full, and the stock price has been at a high level."

"Moreover, the macro side of the market at the end of the year is still bearish."

"I'm afraid the index is...... It's not that easy. ”

"Well, take it when you see it, and don't use it as a good strategy." Su Yu said, "However, after this meeting, the market signals released by the regulator cannot be ignored, and it is necessary to know that A-shares are policy cities, and there are many expected changes in market conditions, which are based on the change in policy direction." ”

Xu Zhongji thought for a while and said, "It's true, but I don't know what specific movements there will be." ”

Su Yu smiled, although he knew that the real purpose of this 'briefing' was to call on everyone to support the market, and then open up the direct financing channels of the stagnant market and restart the market IPO, but he did not say it directly, but replied lightly: "Wait for the follow-up market trend verification, I believe...... All the market information results will eventually be reflected in the market trend, and it will be clear when the time comes. ”

"If you really wait for the market to react, I'm afraid it's too late." Xu Zhongji said, "Since Mr. Su said that the basic conditions of the current bull market are not mature, and he also agrees that during the end of the year, the market news is bearish, then I will not wait for the final result. ”

Although they Minghui Capital, they did not grasp the key 'Shanghai Free Trade Zone' and 'Mobile Internet' two waves of market.

However, he finally seized the wave of 'restructuring backdoor' market, corrected the net value of the loss-making fund, and relied on the heavy position of Huachuang Credit Measurement, and also made a big profit, outperformed the annual index, and completed the performance task set at the beginning of the year.

In this way, in the case of a large increase in uncertainty in the follow-up and a high probability of index adjustment.

He thinks it's better to be safe, and he will accept it when he sees it.

After all, if it is because of a little greed, in the two months at the end of the year, the net value of the recovery will be lost, it will really outweigh the losses.

"Mr. Xu is so cautious, but it doesn't match the spirit of the meeting!"

While Xu Zhongji was speaking, Mr. Liu, the manager of Yinghui Fund, who also walked out of the conference room, said with a smile: "The performance of your main fund of Minghui Capital this year is not bad, why not take advantage of the end of the year to rush again?" Maybe...... On the year-end fund performance rankings, there is your Minghui Capital's name? ”

"With Mr. Su's 'Yuhang No. 1' fund product in front, what difference does it make if you don't rush or not?" Xu Zhongji glanced at the other party and said with a smile, "As for saying that I am cautious, it is not in line with the spirit of the meeting, what Mr. Liu said just now is much more radical than me, why don't you Yinghui Fund take the lead?" ”

"We have never had much ambition in the Earnings Fund." Mr. Liu replied, "A little wealth is peace, for me, it is enough." ”

The two of them smiled and sneered......

At this time, beside Su Yu, a middle-aged man he didn't know appeared.

The middle-aged man stretched out his hand to Su Yu with a smile, and then said: "Mr. Su, I am Zhu Zhaoji of 'Zhenhua Capital', our chairman wants to invite Mr. Su to have lunch together, I don't know if Mr. Su can appreciate his face?" ”

"Zhenhua Capital?" Su Yu looked at the person in front of him and was a little surprised.

He didn't expect that Xie Zhenhua of Zhenhua Capital would take the initiative to find him, after all, it stands to reason that he has nothing to do with the Xie family of Zhenhua Capital.

"Yes!" Zhu Zhaoji smiled and nodded, "Our chairman values Mr. Su very much, so ......"

Su Yu looked at the other party's polite appearance, shook hands with him with a smile, and said, "Since Chairman Xie invited, then ...... Please! ”

After all, the other party is a big man in the industry and has deep roots in Yanjing.

The other party openly took the initiative to invite, if he didn't give this face, it would be so that the other party would not be able to get off the stage.

Moreover, the attitude of the other party to invite him is not bad, and letting a manager-level person invite him can be regarded as giving him enough face, and on the basis of reaching out and not hitting the smiling person, he has no reason to refuse.

"Mr. Su, since that's the case...... Then we'll make an appointment next time. Xu Zhongji said with a smile while the two of them were talking, "When you go back to Yuhang, we will talk again." ”

"Yes!" Su Yu bowed slightly, then stretched out his hand like Xu Zhongji and said, "Then let's talk about it next time." ”

Xu Zhongji smiled and reached out to shake Su Yu's hand, which was a farewell.

Then, the two parted ways, Su Yu followed the Zhenhua Capital manager named Zhu Zhaoji into the car, and then came to another high-end hotel.

The two walked into the VIP room of the hotel together.

I saw a middle-aged man about fifty years old, and a young man about thirty years old.

"Chairman, this is Mr. Su of 'Yuhang Investment', Mr. Su." Zhu Zhaoji, who led Su Yu into the private room, respectfully reported to the middle-aged man who was about fifty years old.

The middle-aged man looked at Su Yu carefully, bowed slightly, and gestured, "Mr. Su, please take a seat!" ”

Su Yu also looked at the other party carefully during the other party's examination of himself, then nodded, sat down on the seat that had been reserved for him a long time ago, and asked with some doubts: "Chairman Xie invited me to come, I don't know what it is?" ”

"Haha......" Xie Zhenhua laughed and said, "It's nothing, I just want to invite Mr. Su to have a meal and listen to Mr. Su's views on the current domestic investment market." ”

When Su Yu heard his words, he frowned and said, "In front of Chairman Xie, Gao Jian can't talk about it. ”

"Mr. Su is humble." Xie Zhenhua said, "Last night, at the dinner, Mr. Su said that the basic theory of the bull market is very good, and I also deeply agree with it!" ”

"Oh, yes......"

Xie Zhenhua paused, then remembered that there was another person beside him, and introduced to Su Yu with a smile: "This is Zhang Lei of 'Gaolin Capital', Mr. Zhang." ”

"Teacher, you can just call me Xiao Zhang." Zhang Lei said with a smile.

"That's not going to work." Xie Zhenhua said, "Although you call me a teacher, but your identity is different now, if I call you Xiao Zhang again, then you will not be able to get along with many customers on many occasions on an equal footing." ”

"Gaolin Capital, Zhang Lei?"

Su Yu stared at Zhang Lei, who had a Chinese character face and a smile on his face, and was really a little surprised.

In his memory, the other party is a big figure in the future domestic investment community, successfully invested and incubated many well-known enterprises, and also grabbed a large piece of profit from the outbreak of the mobile Internet, became a billionaire, and successfully built 'Gaolin Capital' into a domestic 100 billion capital group, at its peak, the scale of asset management investment was as high as more than 700 billion.

And in the historical trajectory before rebirth......

He and this future boss in the investment industry did not have any life intersection, let alone knew that the other party was inextricably linked with the Xie family of 'Zhenhua Capital'.

However, at this moment, he thought about it carefully, but he completely understood.

If it weren't for the fact that the other party has an inextricable connection with the Xie family of 'Zhenhua Capital', it would not have been possible for the other party to develop so fast after starting a business, relying on the vast number of connections, it has gathered so much capital in a short period of time, participated in so many high-quality projects, and in a few years, it has become the first echelon of domestic capital investment banks.

"Thank you for loving your students." Zhang Lei replied gratefully.

Then, he glanced at Su Yu with a smile and stretched out his hand to him: "Mr. Su, fortunately, your strong record in the A-share market during this time, even if I have just returned to China, it is like thunder!" ”

"Mr. Zhang is polite." Su Yu smiled and stretched out his hand to shake him, and said, "I have also heard of Mr. Zhang's investment deeds, especially your recent investment in 'Jindong Mall', I admire it very much, the era of smart phones, the 'Internet' industry, will inevitably shine." ”

"Oh? Mr. Su actually knows me so well? Zhang Lei was very surprised, and a trace of shock surged in his heart.

In fact, he has just returned to China from Harvard Business School in the United States, although thanks to his experience in the United States, he is indeed very optimistic about the future of the 'Internet' industry in the era of smart phones, and has also invested in 'Jindong Mall', but his current reputation in the domestic financial and investment circles is not obvious.

It can be said that ...... Just a very ordinary investor.

Su Yu was actually able to collect his information and pay attention to his recent developments, which made him feel a creepy feeling in his heart.

"Maybe it's because we're in the same industry direction, and we're all more optimistic!" Su Yu replied with a smile.

Mr. Su also believes that Jindong Mall, as well as the entire 'Internet' industry, will ...... in the future Still has a lot of potential for growth? Zhang Lei felt that it was difficult to find a soulmate, and he didn't care whether what Su Yu said was true or not, so he said a little excitedly, "Sure enough...... Heroes see the same thing! ”

After that, the two got to know each other......

In the future smartphone era, the evolution of the 'Internet' industry and the 'mobile Internet' industry, as well as possible investment opportunities, there was a heated exchange.

And Xie Zhenhua looked at the two young people with a smile, and occasionally instructed Zhu Zhaoji to ask the waiter to add wine and food.

The rest, didn't interject much.

"Mr. Su, you've been to the United States, right?" After the two fully communicated, Zhang Lei's excitement in his heart was difficult to dissipate, and he asked, "Many of the future deduction and development paths you mentioned are the same as the current development of the 'Internet' path in the United States." ”

Su Yu shook his head and said, "I haven't been to the United States, but I've read a lot of books and learned a lot of news about this field. ”

"Amazing!" Zhang Lei said, "Without personal experience, you can have such an opinion, Mr. Su is really amazing." ”

His words were sincere appreciation.

In fact, before he met Su Yu, he had never seen such a transparent view of the future development of the Internet in the domestic investment community, not only in the investment community and the financial circle.

"Mr. Zhang praised it." Su Yu responded with a smile.

Seeing that the other party didn't have any arrogance, he seemed very sincere during the conversation, and he also appreciated this future investment bigwig in his heart.

Time passes imperceptibly......

By the time Su Yu and the other party came back to their senses in the successive collisions of investment thinking and insights in various industries, the time had reached more than 2 o'clock in the afternoon.

Then, after continuing to drink a lot, everyone dispersed.

Among them, Zhu Zhaoji sent Su Yu back to Huaxin Hotel, while Zhang Lei and Xie Zhenhua left in the same car.

"Xiao Lei, what do you think of this young man of 'Yuhang Investment'?" In the Rolls-Royce car, Xie Zhenhua was silent for a while and asked.

Zhang Lei pondered for a moment and replied: "Although he is young, he has outstanding abilities in all aspects, and his personality is also very good. ”

"Many of his investment insights ......"

Zhang Lei paused, continued: "I am very inspired, and he has a fairly forward-looking vision for macroeconomic and industrial development, I am ashamed of myself, if he is given enough time and opportunities to develop, I believe that in a few years, he will become a well-known figure in the domestic capital and financial circles." ”

"It's rare to see such a high evaluation coming out of your mouth!" Xie Zhenhua said with a smile.

"Don't you think so, teacher?" Zhang Lei asked.

Xie Zhenhua's eyes narrowed, and said: "It's also an excellent talent, but Mu Xiu is in the forest, the wind will destroy it, this young man is too sharp, and the follow-up development path is probably not smooth, and his foundation is too shallow, and the wealth accumulation speed is too fast, I'm afraid it's not a good thing for him." ”

"The domestic environment shouldn't be so bad at the moment, right?" Zhang Lei said, "And I think he is also a person who understands the division of interests." ”

"Hard to say!" Xie Zhenhua sighed.

Zhang Lei paused for a while, guessing Xie Zhenhua's motive for calling him over and inviting Su Yu to dinner, and asked, "The teacher invited him to meet and eat, he should want to investigate him, right?" Right now...... Is it that he is not very satisfied? ”

"Judging by his performance alone, it is not an exaggeration to say that he is a dragon among men." Xie Zhenhua said, "But what my Xie family wants is actually not such a person." ”

"Wealth, status, for me, is already enough."

"What my Xie family wants is a person who is more than conservative, but he doesn't need to be so enterprising."

"Uh......" Zhang Lei was slightly shocked when he heard this.

He never expected that Xie Zhenhua was picking the future heir of the Xie family's wealth, checking for his daughter, and screening qualified sons-in-law.

"Wan Ting and this Mr. Su have ...... Contact? Zhang Lei asked.

"Listening to Zhaoji's reaction, at the banquet at Huaxin Hotel last night, Ting'er and this young man chatted very happily." Xie Zhenhua said, "It's rare to have someone who has entered her eyes, I'm a father, can't I palm her eyes?" There are so many talents in Yanjing, I don't understand, why she didn't look down on any of them, especially the kid from the Hu family. ”

"The two of them, childhood sweethearts, grew up together, people don't say 100 things to her, right?"

"That's at least responsive."

"Ke Ting'er, don't talk about looking at people now, don't even give people a step."

"Hey, since her mother died, she has become more and more disagreeable to my father, and her temperament has become more and more rebellious, and now she is 24 years old, and she is not in a hurry."

"Didn't she want to learn the violin back then, but I didn't let her go."

"As for the record?"

"Teacher, I don't think Wan Ting is looking at you unpleasantly." Zhang Lei coughed lightly and said, "I should have been forced too anxious by you, so ...... I didn't want to go home, so I hid in Mr. Zhou's 'Anlan Fund' company. ”

"I'm in a hurry?" Xie Zhenhua glanced at Zhang Lei, "Are you in a hurry?" ”

Zhang Lei knew that his teacher was also a stubborn person, and his persuasion would not have any effect, so he couldn't help but continue to cough, so he stopped mentioning this topic, thought about it, and said: "Teacher, I have an investment project here, and I am not sure about the future prospects, so I want to hear your suggestions." ”

And with the evaluation and conversation between the two of them about Su Yu......

Su Yu returned to the hotel and rested for less than 2 hours, then received a call from Xie Wanting, who invited him to have dinner together in the evening, and in order to prevent him from going, he also found a reason on the phone to discuss investment cooperation with them 'Yuhang Investment', and prevaricated back with Su Yu's original refusal.

"The father and daughter...... It's really interesting. Su Yu hung up the phone, smiled, and said secretly.

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