Chapter 318: The Giants Gather and Sit and Talk!
"Mr. Su, I heard that you are very interested in the investment in emerging economic industries such as the 'smart terminal equipment' market and the 'mobile Internet' field, and you are also very optimistic!" Blanche Laurent hurriedly continued, "We at STG have exactly one such project in our hands......"
"Mr. Blanche, we have no plans to invest abroad for the time being, I'm sorry." Su Yu refused again, "In the current investment market, there are many institutions interested in investing in emerging economic industries such as the 'smart terminal equipment' market and the 'mobile Internet' field, so you might as well ask them." ”
He didn't know why this Mr. Blanche Laurent was always holding on to him.
However, after the company invested in the 'Tianqi Lithium' project, the remaining cash reserves have been greatly reduced, and he is not ready to eat any big investment projects at this time.
Therefore, no matter what the other party's intentions are, he doesn't want to know and he doesn't want to get involved.
"Oh, Mr. Blanche, Mr. Liu, Mr. Su......" Between Su Yu's pause and reply, Xu Zhongji of Minghui Capital also walked over with a smile and played a round game, "Harmony makes money, there is no need for everyone to be so nervous." ”
"Mr. Xu is in a good mood!" Liu Guanhai said with a smile, "This year, your Minghui Capital has performed very well." ”
Xu Zhongji laughed and said: "Reluctantly, compared with your 'Yinghui Fund' and Mr. Su's 'Yuhang Investment', it is still far behind." ”
"Mr. Xu is humble." Liu Guanhai faced the 'big housekeeper' of Minghui Capital, who was well-known in the circle, and had to put away that cold face and said with a smile, "In the whole industry, who doesn't know that Xu is always a ten-year veteran of the asset management system and a winning general in the market. ”
"What a ten-year veteran and a victorious general, this is just a lie." Xu Zhongji responded, "In the end, only the performance of the product is real." ”
After speaking, he bowed slightly to Liu Guanhai and Blanche Laurent.
Then he pulled Su Yu to another corner of the hall.
Su Yu glanced back at the Blanche Laurent and asked Xu Zhongji, "Is Mr. Xu familiar with that Mr. Blanche?" ”
"I'm not familiar with it, but I've seen it at some important events before." Xu Zhongji said, "The STG investment institution where Mr. Blanche is located is an investment institution under the United States'Principal Financial', headquartered in Hong Kong City, and its business is doing both primary and secondary levels, and the scale is not very large, but the investment direction is very fond of technology and emerging industries, I guess...... He is looking for you, probably because of your secondary market investment ability. ”
"After all, their organization's business performance in China has been very poor in the past two years."
"I guess I want to cooperate with you to pull the performance, so that I can explain to the parent company."
"Otherwise, if there is no improvement, it is estimated that within 'Principal Finance', I am afraid that this institution will be cancelled and dissolved, and its business will be merged into the group."
"Got it!" Su Yu bowed slightly, "Thank you Mr. Xu for informing me." ”
"It's nothing." Xu Zhongji said with a smile, "Since the two of us are now in a cooperative relationship, then Mr. Su wants to know about this kind of basic intelligence information, so I naturally know everything." ”
"Oh, yes......"
"I heard that you have been very busy in the past two days, and even the Chen family of 'Chenghui Holdings' has invited you to the banquet."
Su Yu was a little surprised to see that he knew so much about his itinerary, and said, "Mr. Xu is very well-informed!" ”
"I went to look for you yesterday, I wanted to invite you to dinner together, and we will talk about the fixed increase plan of 'Lixun Precision', but it turned out that you were not there." Xu Zhongji said, "Later, I asked the front desk attendant, and I found out that you went out, and then ...... After inquiring carefully, I found out that you were invited by someone from the Chen family. ”
"To be exact, to a friend's birthday party." Su Yu said, "Is there still a problem with the fixed increase plan of 'Lixun Precision'? ”
Xu Zhongji replied: "I want to inform you that I have found someone for the shortage of 400 million fixed increase quota, if there is no accident, when I go back after this round of summit, I can directly have a showdown with the Wang brothers of 'Lixun Precision', but when the time comes...... In this regard, Mr. Su is afraid that he will have to send a representative to go with me. ”
"Mr. Xu's network is really broad, and he found a partner so quickly." Su Yu was obviously a little surprised, paused, and said, "Okay, since the fixed increase quota of 3 billion is available to Mr. Xu, then it is indeed time for a showdown, and I will see it then...... If I have time, I will personally accompany Mr. Xu on a trip, and if I am not free, I will let the vice president of our company, who is also the fund manager of the two main funds of 'Yuhang No. 1' and 'Yuhang No. 2', go on my behalf. ”
"No problem." Xu Zhongji said, "Miss Li, now she is also a celebrity in the circle. ”
"Oh, really?" Su Yu was surprised.
Xu Zhongji said with a smile: "How can Mr. Su's news lag behind me, an 'old man', I heard that in the past two days, Miss Li has been in Yanjing, but she is also dazzling and in the limelight, but think about it carefully, you asked her to represent your 'Yuhang Investment' at the annual summit of industry performance, and won several heavyweight awards in one fell swoop, it is difficult to think of being famous!" ”
Su Yu thought about the past two days, and really didn't have time to carefully understand the news in the industry, smiled, and said: "She is also the manager of the fund, which she deserves." ”
"Now the name of the most beautiful fund manager in the industry has changed hands when Miss Li stepped onto the stage of the summit." Xu Zhongji said, "In half a year, both of you have become star fund managers in the industry, this honor is the only one in the industry!" ”
Su Yu smiled and said: "Mr. Xu said it well just now, no matter what kind of honor, but it is all a false name, only performance is real, and only performance is the foundation of life, what star fund manager and the like, without performance support, are duckweed in the water." ”
"That's right!" Xu Zhongji nodded.
"Oh, by the way...... Su Yu paused, and then changed the topic back, "Mr. Xu is new, and the institution that eats the remaining fixed increase quota of 'Lixun Precision' is ......"
"Last time we were in Yanjing, we talked about it together." Xu Zhongji said, "Zexi Investment, Mr. Xu!" ”
"It's him!" Su Yu was very surprised.
I didn't expect that the person Xu Zhongji pulled at the end was actually Xu Shen.
"Mr. Xu, is this talking bad about me again?" While the two were talking, a figure had already walked over from a distance.
Su Yu and Xu Zhongji raised their heads when they heard the voice, but the person they saw was Xu Shen, they were a little stunned, paused, Xu Zhongji laughed and said: "Say Cao Cao, Cao Cao will arrive!" Brother Xu, don't come unharmed. ”
"It's fine!" Xu Shen responded and shook hands with Xu Zhongji.
Then he looked at Su Yu with a smile, and took the initiative to stretch out his hand and said, "Mr. Su, long time no see!" ”
"Although I haven't seen you for a long time, the last time I met Mr. Xu, it was like yesterday!" Su Yu said with a smile, "I thought that Mr. Xu didn't like lively scenes, and he wouldn't participate in this summit." ”
"I don't really like the excitement." Xu said truthfully, "But when I heard that Mr. Su was there, I had to come, mainly because I had some investment ideas, and I wanted to communicate with Mr. Su. ”
"Coincidentally!" Su Yu said with a smile, "I also happen to have some investment ideas and want to communicate with Mr. Xu." ”
While the two were talking, a delicately dressed and beautiful woman was already walking towards the two of them.
"Mr. Su, it's a good luck!" The woman smiled and stretched out her hand to Su Yu, "I've heard your name for a long time, but I didn't expect it...... You're so young and so handsome. ”
"Ms. Ying has won the prize." Su Yu gently shook her hand and responded with a smile.
"I think we haven't seen each other before, right?" The woman was very surprised that Su Yu could call out her surname, "How does Mr. Su know my identity?" ”
"In the industry, everyone knows that there is a virtuous helper by Mr. Xu's side, who is not only beautiful, but also very powerful in terms of investment." Su Yu said, "Without exception, I have naturally heard of it, so ...... For Ms. Ying, although I haven't met, I have long been famous! ”
Ying Ying saw that Su Yu seemed to be much easier to contact than she imagined, and couldn't help but smile: "Mr. Su really can speak, how can I be so powerful?" ”
"I'm just telling the truth." Su Yu responded with a smile.
"Ying Ying, you go over there!" After seeing that his wife had greeted Su Yu, Xu Shen pointed to another place in the hall where several richly dressed women gathered, and said, "I'll talk to Mr. Su and Mr. Xu." ”
"Good!" Ying Ying responded.
Then he said hello to Xu Zhongji, then turned around and walked away.
Then, after a while, the laughter of Ying Ying and several rich women came from time to time in the distance.
Su Yu saw that Ying Ying was able to integrate into the other party's topic and environment so quickly, and mingle with the other party, and was very impressed by this woman's social skills.
"Mr. Su, what do you think of next year's market?"
Listening to the various voices coming from time to time in the distance, Xu Shen found a place under the table, looked at Su Yu, who was also sitting down, and asked.
"What does Mr. Xu think?" Su Yu didn't answer, but asked rhetorically.
Xu thought about it for a while and said: "According to the market trend in the last half of the year, I am afraid that the style will be changed, and the two main areas of the 'smart phone industry chain' and 'mobile Internet' in the direction of the gem refer to the direction of the 'smart phone industry chain' and 'mobile Internet', which have almost gone through a year of continuous speculation, regardless of the valuation or expectations, are overdrawn severely, and in the case of insufficient incremental funds in the market, it is difficult to continue to speculate further than some industry sectors undervalued by the main board. ”
"So, I think the money is ...... next"
"I'm afraid that I won't choose the two main lines of 'smart phone industry chain' and 'mobile Internet' anymore, but for a year in a row, some of the expected weighted sectors of the main board that have been abandoned will have greater opportunities."
When Su Yu heard Xu Shen's opinion, he was very impressed by Xu Shen's keen eyes and market sense.
Indeed, his thoughts are basically the same as Xu Shen's, but Xu Shen should have roughly just had such a hunch, and he has not thought of the investment direction of mixed reform of state-owned enterprises and military asset securitization under the theme of 'deepening reform'...... This is also because the other party is not familiar with the rearview mirror of the macro development of later generations.
In general, the other party can think of a possible change in market style at this time.
It's pretty impressive.
"Won't it?" Xu Zhongji heard Xu Shen's words, felt a little stunned, and replied, "The demand for the two emerging fields of 'smart phone industry chain' and 'mobile Internet' is very strong, not to mention smart phones, the sales of wearable devices in the second half of this year, according to the published market data, as well as the research reports of various institutions, are also higher than one wave!" ”
"Not to mention the full outbreak of the 'mobile Internet', in the 4G network perfect, smart phones continue to penetrate the macro situation, it is already an obvious general trend, the current domestic, foreign, Internet giants, are in this direction of the layout, on this year, the Internet field of acquisitions, mergers and acquisitions, is the first two years of several times, it can be said that ...... All active capital is seizing the opportunity in this field. ”
"In a situation where this is almost a definite explosion......"
"The two main lines of 'smart phone industry chain' and 'mobile Internet' in our A-share market can't be without capital speculation, right?"
"These two areas, macro expectations, are very strong." Su Yu answered in a timely manner, "But the overall expectations of these two major stocks in the current A-share market have been hyped to the extreme, and the next ...... Most of the time is the time to fulfill expectations, and this stage is often the time when the market is differentiated, rather than the time to make money in general. ”
"Overall......"
"In the primary market, there are still many opportunities in these two areas, and they are still very large."
"However, the secondary market, especially A-shares, the two main lines, should be inevitable to diverge at a high level."
"When an opportunity, more and more people know about it, more and more people are optimistic about it, and start to invest on a large scale, it is no longer an opportunity, but a trap."
"Before the market system is truly perfected, the A-share market will inevitably be a zero-sum game."
"So...... Mr. Su, do you also agree with Mr. Xu's idea? Xu Zhongji didn't expect Su Yu to have the same opinion as Xu Shen, and was a little surprised, and asked, "In that case...... Why do you agree with my suggestion to participate in the private placement plan of 'Lixun Precision' on a large scale? ”
Su Yu said: "In the field of 'smart phone industry chain', although it has passed the stage of conceptual hype, the performance realization cycle has not arrived, in other words, the high prosperity of the industry, after passing the concept hype stage, has just begun, and 'Lixun Precision' has deeply entered the Apple industry chain. ”
"Although I think that the hype expectation of the 'smartphone industry chain' has reached its peak."
"But for companies that can substantially release their performance, hold huge orders, have technology, and have first-mover advantages, they are still very optimistic as always."
"In terms of the development of the industry......"
"The replacement of feature phones by smartphones will certainly not be completed at once."
"This process of gradual penetration and completion of the final transformation of the industry is simply impossible in three or five years, which means that in three or five years, the demand and industrial scale of this industry will always be on the rise."
"And Apple, as a pioneer and leader in smartphones, has occupied a great first-mover advantage."
"Then, while Apple eats the biggest cake in the market, as its direct industrial chain OEM enterprise, it is destined to be no worse in terms of performance growth or scale development."
"What's more, in addition to Apple, many domestic mobile phone manufacturers are also making rapid efforts."
"This is another huge growth point for industrial chain companies with mature technology."
"Therefore, I have an optimistic attitude towards the large-scale fixed increase of 'Lixun Precision', and I also admire the layout of the Wang brothers, the actual controllers of 'Lixun Precision'."
Hearing Su Yu explain the specific investment logic, Xu Shen also smiled at this moment and said: "Although I am not as far as Mr. Su thought, the general idea is about the same." ”
"No wonder when I talked about the project, the two of you didn't hesitate, so you just agreed." Xu Zhongji said with a smile, "It seems that ...... I took the initiative to deliver a mouthful of fat to your mouth! ”
"The Evil God"
Su Yu said with a smile: "Mr. Xu, if you don't distinguish it, you can't do it, the 3 billion fixed increase project, your Minghui Capital family can't eat it, and even if you can forcibly eat it...... Once the results of such a large investment project are not as expected, it will be devastating for the company's operation, in other words...... Even if you can eat it, you don't dare to gamble, so Mr. Xu and I can be regarded as solving the trouble for you and sharing the investment risk! ”
"I'll just talk about it." Xu Zhongji smiled and said, "There is no intention of complaining!" ”
After speaking, Xu Zhongji raised his head and beckoned, and was about to ask the waiter to add a little more tea, but he looked behind Su Yu and didn't come back to his senses in a daze.
Su Yu saw that Xu Zhongji's expression was not quite right, and he was curious.
I couldn't help but look back.
But seeing the direction behind him, where the hall came in, Xie Wanting was wearing a red evening dress, stepping on delicate high heels, and was walking towards him with a smile, that kind of bright and moving, bright and beautiful appearance.
For a while...... Stunning the audience and attracting the attention of the audience.
And when she approached Su Yu with a smile and came straight to him.
Su Yu felt that many young men in the audience, with sharp eyes, instantly stabbed him collectively!