Zhou Yang saw that Xu Zhongji began to help Su Yu, and couldn't help coughing lightly with some embarrassment, and said: "I am bearish on the index, but not on the local market, in fact, according to the trend of the market in the past two years, the index does not have any good performance." ”

"Mr. Zhou is right!" Among the participants, Gu Chijiang, general manager of Yuhang Jingda Investment, at this time, couldn't help but say, "The market performance in the past two years, although there are many investment opportunities in the main line market, but the index trend pattern has not been able to get out of the weak cycle, overall...... At present, the market has not yet escaped the bear market, and the index should maintain this weak and volatile situation for a long time in the foreseeable future. ”

"Of course......"

When Gu Chijiang said this, he changed his words and continued with a smile: "The weak and volatile situation does not mean that there is no market to do, such as last year's 'mobile Internet', 'smart phone industry chain', 'Shanghai Free Trade Zone' and other core main lines, as long as in the quite differentiated market situation, even if you seize even one or two main line markets, you can also get good market investment returns." ”

"Oh? Mr. Gu thinks that this pattern of weak shocks will continue for a long time? Su Yu asked with a smile.

Gu Chijiang bowed slightly, and then quickly asked, "Don't Mr. Su think so?" ”

"I've always been a firm bull in the market." Su Yu smiled and said, "Holding a position represents attitude, this is ...... Mr. Gu should understand. ”

Su always felt ...... This is not a rebound, but a reversal? Next to Gu Chijiang, Lin Tingzong, who is the main fund manager of Jingda Investment, suddenly asked.

Su Yu glanced at Lin Tingzong, and still valued this person who saved Jingda Investment in disguise, and responded with a smile: "Whether it is a rebound or a reversal, we can only wait for the actual verification of the market, but in my own opinion...... I think here, it's really a reversal, not a rebound. ”

"What about logic?" Lin Tingzong's heart moved, and he subconsciously asked, "If the market wants to reverse, it needs the tripartite resonance of the macroeconomy, capital, and emotion." ”

"And from the current point of view......"

"Macroeconomically, there are indeed signs of recovery, but it is difficult to see a turnaround in terms of capital."

"After all, although the domestic inflation data has declined for a short time, it is still maintained at a relatively high level, restricting the central bank's policy of further easing monetary policy, and without the support of the central bank's loose monetary policy, the commercial banks follow the regulations of the central bank, have contracted off-balance sheet investment, and optimize the internal asset structure, the market from time to time 'money shortage' phenomenon, I am afraid it will continue to appear."

"Coupled with the current high domestic interest rates, 'Internet finance' is emerging."

"As an over-the-counter fund wealth management investment option, whether it is bonds, money market funds, or the current popular Internet financial platform wealth management and other yields, as well as investment risk ratio, are far better than the stock market."

"Without the support of the capital side, without a large amount of incremental funds entering the stock market, it is basically impossible for the stock market to improve and complete the reversal."

"Let's talk about the emotional side ......"

"Last year, the U.S. stock market rode the dust, even a new high, failed to drive the domestic market sentiment, in one fell swoop through the 2500 points of the market bull and bear line, now the U.S. stock market high pullback, the external market trend is a hidden worry, the domestic market to not support the situation, the mood warmed up, out of the independent market, I am afraid that some idiots are dreaming."

"Mr. Lin has a clear view of the market." Su Yu bowed his head with a smile and said, "But the emotional side and the financial side are originally a mutually reinforcing twin relationship. ”

"First of all, the situation in the banking sector is not that bad."

"After last year's strict control and adjustment, the off-balance sheet investment assets of commercial banks have shrunk almost at the current stage, and this 'capital liquidity' thunder has been detonated and eliminated in the two 'money shortage crises' last year, and vice versa...... After the banking industry adjusted its asset structure and restarted on the road, I felt that the investment opportunity of 'dilemma reversal' had arrived. ”

"Moreover, although the current market inflation data is still at a certain high level, the inflection point has long appeared."

"The previous events such as 'garlic you ruthless' and 'ginger you army', after inflation gradually falls, there is a high probability that it will not appear again, not to mention, the supervision of the property market has begun to relax, and with the gradual recovery of the property market, this large-scale 'capital reservoir' to curb inflation will also play an effect again."

"And all these actions have given the central bank the conditions to further stimulate the economy and release loose monetary policy."

In other words, the current macro capital situation will not be static, but ...... In the near future, we will usher in an inflection point. ”

"As for the argument on macroeconomic recovery, you have just said it, so I will not repeat it."

"Finally, talk about the emotional side ......"

"Market sentiment, in essence, follows the market's money-making effect."

"The market has the effect of continuing to make money, that is to say, most of the investors in the market can make money temporarily, so everyone's confidence in the market outlook will naturally become stronger and stronger, and the emotions will naturally become more and more intense, more and more optimistic, the same ...... When the market's money-making effect is low, and the investors in the market lose money, then everyone's view of the market outlook will naturally become more and more pessimistic. ”

"It's a natural human reaction."

"And falling in the current market node, driven by the two main lines of 'infrastructure' and 'state-owned enterprise reform', is the money-making effect very weak? Not necessarily! ”

"Since the macro economy is gradually recovering, the capital is gradually ushering in an inflection point, and the market sentiment is driven by the money-making effect, and investor confidence is getting stronger and stronger......"

Su Yu paused, and finally said with a smile: "Then why can't you take a high look and imagine the bull market?" ”

"Bull market!" Hearing this long-lost word, Lin Tingzong was stunned for a moment, and then came back to his senses, "After 6 consecutive years of continuous bear market destruction, trillions of trapped disks deposited in the market, coupled with the continuous blood pumping of IPOs, and all kinds of disorderly market chaos, I'm afraid it's not so easy, right?" ”

"Dreams still have to be had, what if they come true?" Su Yu smiled and said, "I've been pessimistic for 6 years, since I can see a glimmer of light in the dark now, why not be optimistic?" ”

"Haha, Mr. Su has a point!" In Su Yu's final judgment, Qi Shi, chairman of Oriental Wealth Group, accompanied by his general manager Zheng Likun, walked into Su Yu's side, stretched out his hand with a smile and said, "It's better to be famous than to see it, Mr. Su is really radiant and heroic!" ”

Su Yu took a closer look at one of the future financial giants, smiled and stretched out his hand to shake it, and said: "Mr. Qi has praised it, and I am also thunderous about Mr. Qi's name!" ”

"Haha, Mr. Su is really polite." Qi Shi said with a smile, "Mr. Su can come to the meeting today, which really gives me Qi a big face, which can be described as a brilliant face!" ”

After a simple politeness between the two......

Qi Shi said with a smile: "I heard Mr. Su's eloquent judgment on 'financial technology' and 'bull market' just now, which is really admirable, in fact, our 'Oriental Wealth Group' is also operating in line with the development policy of serving the public, letting technology change finance, and making investment simpler." ”

"In this round, I asked Mr. Zheng to convene all the bigwigs in the asset management and investment industry, firstly, to let everyone have better exchanges, and secondly, to cooperate with everyone."

Speaking, Qi Shi will rely on the existing service investor group of the Oriental Wealth website to develop a fund trading plan, and I told you again, the simple appeal is naturally that he will open up a flow entrance for the fund products of various asset management institutions, so as to facilitate the subscription and sales of various funds, but the same ...... The website also withdraws the corresponding commission income.

For this idea proposed by Qi Shi......

The product managers of private and public funds are naturally happy to see and participate.

After all, now that the financial trading market is cold, fund products are difficult to sell, and it is naturally a great thing for them to have a precisely located traffic entrance for direct access.

Of course, Su Yu is not very interested in this, after all, the two fund products he manages are not worried about selling at all.

On the contrary, Qi Shi tried his best to invite the fund products managed by Su Yu to join and carry out the traffic entrance for him for free, of course...... Qi Shi also wants to use the name of Su Yu's two fund products to attract more investor groups to settle in the 'Oriental Wealth' trading platform.

Under Qi Shi's lobbying, everyone basically agreed to his proposal in the end.

After the win-win proposal was reached, when everyone turned the topic back to the field of market investment, Su Yu's bull market argument began to ferment more and more among major institutional investment groups, attracting more attention and discussion.

"The position determines the view, Mr. Su, if the fund product you manage at the moment is in a state of empty position, I am afraid that the view will be different, right?"

"If the market ecology does not change, it will be difficult to have a bull market!"

"I still remember the start of the bull market from 05 to 07, and the final landing point was the 'equity division reform', which changed the basic environment and ecology of the stock market, and only then did it get out of the reversed pattern, and now it ...... Although there is a glimmer of hope for a reversal in the so-called macroeconomic, capital, and emotional aspects, there is still no movement in the basic market ecology, which is too optimistic at this time...... I don't dare to agree, no matter how much I agree! ”

"Mr. Su is too optimistic, right? Now the index is not to mention the bull and bear line of 2500 points, and even whether 2200 points can really stand firm is a problem! ”

"The emerging 'Internet financial management', breaking the basic threshold of credit, but also revitalized the entire over-the-counter private capital, coarse cloth estimates that the accumulated funds in this field have exceeded 100 billion, such a huge scale, occupying a large amount of market incremental funds, this part of the funds is missing, for the impact of market incremental funds, Mr. Su should not have considered it just now, right? Even if the central bank loosens monetary policy and releases liquidity, in the current situation, it will be difficult for it to flow into the stock market, right? ”

"And although the market IPO has been temporarily suspended, it is only a matter of time before it restarts again!"

"There are not many expected positives, but there are a lot of negatives, if the index wants to reverse, it will break through 2500 points in one fell swoop, it is difficult, it is difficult!"

"Mr. Su won't be worried about the follow-up trend of the market after buying all of his positions, and wants to sing more publicly, fooling all of us to carry the sedan chair and take over the plate for you, right?"

In the sound of disturbing heated discussions......

Su Yu held the wine glass and looked at the many private equity and public offering institutional investment groups gathered around him with a smile, or questioning, hesitating, refutating, or contempt, or ridiculing, he did not have the slightest anger in his heart, but looked around at everyone, raised the wine glass in his hand with a smile, and said to these people: "Someone said that the wealth code of the market, even if it has been placed in front of him and within reach, he will not believe it, I think this is very right." ”

"It doesn't matter if it's a rebound or a reversal......"

Su Yu paused, and continued with a smile: "The important thing is that I hope that after May Day, in the continuous breakthrough of the market, you can still be so calm and calm, and continue to be indifferent to the index hitting 2500 points, if you ...... If you really have such concentration, then I admire it from the bottom of my heart, of course, if you don't have such concentration...... Then I also welcome everyone to enter me at any time after the festival to carry a sedan chair. ”

After speaking, Su Yu drank a glass of red wine in his hand with a smile, and then walked straight out of the crowd, and gradually disappeared in the shocked eyes of everyone.

"Arrogant, too arrogant!"

Seeing Su Yu's arrogant remarks just now, some people in the gathered group of institutional investors said angrily.

Indeed, it was too arrogant, he thought...... Is he really the god of this market? Investment is a long-distance race, without five or ten years of investment experience, how can we verify real money? This guy only has more than two years of experience, right? He thought that he had seized one or two waves of opportunities in the market and was brought to the forefront by the market, so he was the god of stocks? Hehe...... Where is this? ”

"The pig that flies up on the tuyere, I really think that I can fly, but in fact, when the wind stops, the consequence is only one way to die, I think he can be arrogant for a while."

"The higher you climb, the harder you fall, what's the god in this market?"

"Huh...... Still young, look, the cruelty of this market will teach him what real investment is. ”

"The expansion of mentality is the biggest enemy in this market, look at it...... This young man is destined to not go far, who can have the last laugh in the financial trading market, survive longer, is the most important thing, a momentary performance explosion, what is it? ”

Many veterans in the industry who rely on the old and sell the old, as well as many rookie fund managers in the industry who are very unconvinced by Mr. Su, have made sarcastic remarks under Su Yu's arrogant words.

In the face of these words, Su Yuquan didn't hear them, and laughed them all.

Because he knows that the real trend of the financial market will not be transferred by people's will, and the subsequent changes in the market will teach these guys to be people.