Chapter 379: A word is worth a thousand gold!

But he also knew that this was not the right time.

So, I stabilized my mind, washed up briefly, and went into the room alone.

The next day, May 2, when Su Yu woke up, the record of his speech at the 'Oriental Wealth Investment Exchange Party' last night had been compiled into a document topic by the relevant staff of the organizer of the Oriental Wealth website, and published on the homepage of the Oriental Wealth website.

And this thesis, as soon as it is released.

That is, in the Oriental Fortune Stock Forum, other online stock forums, stock discussion communities, stock discussion stickers, and various financial news media website discussion communities, etc., it set off an uproar, and instantly became a hot topic in the domestic financial circle and investment circles, and also attracted a lot of traffic to the Oriental Wealth website.

"Bull market? This is the first time that Mr. Su has said the argument of the bull market in public, right? ”

In the discussion of the investor group on the entire network, someone made a surprised and excited voice: "Even Mr. Su has publicly shouted that the bull market is the starting point, and it is estimated that the bull market of the market is really coming!" ”

"Macro analysis, capital side, emotional side...... I think Mr. Su analyzed it very well. ”

"Regardless of whether it is the starting point of the bull market or not, anyway, the fund managed by Mr. Su is long in all positions, which is an obvious thing, which has proved Mr. Su's attitude of being bullish on the market outlook."

"Damn, it's rare for Mr. Su to speak so clearly, I'm so excited."

"Haha, with Mr. Su's words, the market must rise and fall after the holiday, and the two core main lines of 'infrastructure' and 'state-owned enterprise reform' will be followed by music and dance."

"The U.S. stock market rebounded the night before, and last night Mr. Su made a public statement to sing about the market, and in the direction of 'state-owned enterprise reform', he made a good ...... I thought that during the holidays, the market news would not be good, but I never thought that a series of things were all good. ”

"Damn, there are so many benefits when I open my eyes, I already knew what position I would reduce before the holiday!"

"Hey, it's uncomfortable, I hesitated before the holiday and didn't buy it."

"Mr. Su's speech can be said to be directly aimed at the core of the market, what I didn't say, Mr. Su never loses retail investors, and Lao Tzu is going to raise money to increase his position."

"Haha...... I'll just say that after the 2200 points crossed, the room for the index to rise will definitely open. ”

"Finally, Mr. Su has the same idea as me."

"2200 points is definitely the starting point of the bull market."

"The market has been bearish for 6 years, and it's time for a bull market, right? Ha ha...... It's good, it's good, sure enough, there is always meat to eat with Su! ”

"I remember that in June last year, Mr. Su also posted a male article predicting the market, who has the original text, send it? I remember that Mr. Su also mentioned the bull market at that time. ”

"Indeed, at the end of June last year, after the money shortage crisis broke out, Mr. Su also said."

"But almost a year has passed, and the market has not gone bad!"

"Although the index is still standing still, since the release of Mr. Su's Xiongwen last year, the market has been bullish for half a year, and in that half a year, the GEM index almost doubled."

"Regardless of whether it is a real bull market or not, anyway, in the case of Mr. Su's full position, there is a high probability that he will not lose money by following the trend."

"The index broke through the box shock, Mr. Su is strongly bullish on the market outlook, and the market is exhausted, and the good is gradually coming, coupled with the positive position increase of the institutional community in the past half month...... This series of signals, although it does not indicate that the bull market is coming, at least it can also indicate that the long and short patterns of the market have changed. ”

"Yes, yes, the long and short patterns of the market have obviously changed."

"In any case, Mr. Su's words should still be more reliable than those institutional analysts and chief investment advisors of brokerages."

"Nonsense, those guys, can they compare with Mr. Su?"

"Follow the trend early, make money early, anyway, whether there is a bull market or not, follow Mr. Su to speculate in stocks, it's always right."

"I have followed it for a long time, and on the second day after Mr. Su's 'Fortune Road' appeared on the Dragon and Tiger List to buy seats, I followed the trend and bought it in the whole position, hehe...... Sure enough, by now, it has earned 21% of the full position, not only making up for all the losses at the beginning of this year, but also earning some, which can only be said to be ...... Mr. Su's judgment on the market situation is really bullish, and he has to be convinced. ”

", full of heels, what a cow!"

"If Mr. Su doesn't dare to follow, then don't speculate in stocks as soon as possible."

"As soon as Mr. Su's eloquent article came out, the market sentiment was so hot, and I feel that next Monday, the index will definitely open sharply."

"It doesn't matter if the index is high or not, I'm worried that Beixin Road and Bridge will have to go up and down, and I won't be able to buy it at all, hey...... In fact, I followed Mr. Su's seat as soon as I appeared on the Beixin Road and Bridge Dragon and Tiger List to buy a seat, but I didn't hold it, and now I really regret it. ”

"I also feel that next Monday, Beixin Road and Bridge will be a word board again."

"Hehe, I grabbed half of the chips when I was in Beixin Road and Bridge before the holiday."

"Although Beixin Road and Bridge is the leader of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', other stocks are not far behind, right? Mr. Su's position concept stocks can be more than one stock. ”

"Yes, yes, next Monday, if you can't grab Beixin Road and Bridge, you will grab Beixin High-tech and Kumho Group."

"What about Huaguo China Railway and Huaguo China Metallurgical? I think these two are also good, and Mr. Su holds more than 1000000000000 chips on these two checks! ”

"It's really good, but the plate is too big, continue to go up, except for big capital institutions, it is estimated that no one can pull it, right? Relatively speaking, it is still a small and medium-sized large-cap 'infrastructure' and 'state-owned enterprise reform' mainline concept stocks with the concept of total holdings and active capital in Suzhou, which are more flexible. ”

The extremely hot discussion spread across the Internet......

At the same time, with the spread of discussion on these topics, the majority of investor groups have continued to rise in confidence and expectations for the development of the market outlook.

"As soon as the words came out, the voices were boiling, and the market confidence was reversed in an instant, Lao Zhang, this kind of influence, personally, is unique in the industry, right?" In the whole market, the majority of investor groups, are affected by Su Yu's bull market remarks, excited, looking forward to the moment of the opening performance of the market after the holiday, Yanjing, a quiet tea room, Liao Guanghua, general manager of the proprietary investment business department of Huashang Securities, picked up the teacup, took a sip, on the phenomenon of various voices in the market, to the tea friend sitting opposite him, that is, Zhang Guangnian, the chief analyst of the Huashang Securities market, smiled and said, "Young and heroic, high-spirited, a hundred responses, amazing, amazing!" ”

"Lao Liao, are you envious?" Zhang Guangnian asked with a smile.

Liao Guanghua responded: "You don't envy? With tens of billions of capital in hand, and in the domestic financial circles, I don't believe you don't envy this prestige and energy. ”

Zhang Guangnian said with a smile: "If I am twenty years younger, I will definitely envy it, but now...... It's still plain and good, in the end, I don't have your fighting spirit, but this young man is really powerful, his 'bull market theory' assertion, I have read it, and the analysis is good. ”

"Do you also think that the direction of monetary policy on the macro level will most likely turn?" Liao Guanghua asked.

Zhang Guangnian responded: "If the inflation data continues to fall in the next quarter, and the Fed shifts to the pace of interest rate hikes is delayed, the internal and external conditions are suitable, and the central bank may adjust the direction of monetary policy, of course...... Expectations for this are low. ”

"But ......"

Zhang Guangnian smiled and continued: "The IPO plan has been repeatedly frustrated, and the direct financing channels are sluggish, which will only increase the pressure on all aspects of the economy, so at this stage, the regulator should have a strong desire to create a bull market, which should promote some changes in policy direction." ”

"From the perspective of the regulator, I also feel this way." Liao Guanghua said, "But the central bank, want to monetary policy substantive turn, I am afraid it is extremely difficult, after all, as far as the reality of the analysis, the central bank in June and December last year in the two 'bank money shortage' crisis, were only a small range of liquidity, and did not move the idea of cutting interest rates and reserve requirements, now ...... The internal and external situation is not more optimistic than at that time, I am afraid that it is difficult, the current market, the reason why everyone has no expectations in this regard, is also that the actual situation of the central bank's interest rate cut and RRR is not mature. ”

"So...... Do you think this kid surnamed Su is still too optimistic in his analysis? Zhang Guangnian asked with a smile.

"It's overly optimistic." Liao Guanghua said with a smile, "However, the market at this time does need such an optimistic and influential person as him to come out and speak." ”

"After all......"

Liao Guanghua paused and continued: "Bull market, bear market, shock market...... The various trend patterns are the result of the joint efforts of the market, rather than the prediction. ”

"At present, the market confidence is low, and incremental funds are limited."

"At this time, if you raise the tone a little higher, bring up everyone's confidence and expectations, and then use the good continuous money-making effect of the market, maybe, without a bull market, you can get out of the bull market."

Zhang Guangnian nodded and said: "From the perspective of market sentiment, it is also the same reason, at this time, confidence is indeed a more important threshold than gold." ”

"Hmm!" Liao Guanghua responded, "This kid surnamed Su, these words are really comparable to ten thousand taels of gold." ”

"Haha......" Zhang Guangnian laughed, "A word is worth a thousand gold!" ”

"However, there are still traces of speculation through market public opinion." Liao Guanghua paused for a while, and then said, "This kid has a bright future, but the premise is that the road is not crooked." ”

Zhang Guangnian said: "There is no public explicit mention of individual stocks, the impact is not big, and the current regulators, leaders, are thinking about how to speculate the market, so as to restart the IPO plan, further open and accelerate the scale of direct financing in the market, with the help of the capital market, deepen." The process of reform of state-owned enterprises, the road to further securitization of state-owned assets in the macro direction, the kid surnamed Su, this remark, and the move to stir up market sentiment can be said to be unintentional, to do what he likes, and to think of people's hearts, so ...... The leaders categorically do not care, and even let it go on the surface, but secretly encourage it. ”

And as Zhang Guangnian expected......

At this moment, while they were talking to each other about Su Yu, the magic capital, in another clean tea room.

After reading the Internet, a middle-aged man discussed Su Yu's 'bull market theory' overwhelmingly, and said to another middle-aged man sitting opposite with a smile: "Yes, yes, this kid has finally solved a big problem that plagues us, and the confidence of market investors in the market outlook has been greatly improved, Lao Chen...... It seems that in May, the work of the Issuance Examination Committee can start again. ”

"Old Fang, don't you wait a little longer?" The middle-aged man surnamed Chen said with a little hesitation.

Lao Fang pondered for a moment and responded: "When a new leader takes office, he always needs three fires, and this year, the leaders above have a very heavy task for our CSRC, so I can't wait!" ”

"But the mood has only recovered a little." Last year, the IPO restarted at the end of the year, and the market plummeted for more than 3 months, almost hitting the low point of last year's money shortage, and investors voted directly with their feet on us, this time...... I'd suggest it's better to be cautious, old man...... It is not easy to restore market confidence, this is the moment when confidence is more valuable than gold! ”

"Of course, there really is no way, if you need to restart quickly......"

"I suggest that the corresponding market hedging must also be carried out, otherwise the majority of investors in the market will continue to vote with their feet."

"The market IPO restart plan has been repeated several times, and again and again, I am afraid that the confidence in the market will be dealt a greater blow."

"Then let's study a good hedging news!" Lao Fang was silent for a while and said, "When the holiday is over, I will find the leader to discuss and discuss." ”

"Okay!" Lao Chen bowed slightly, "Try to delay it, so that the market rebound trend can continue longer, and the market turnover and confidence will be beaten, otherwise the market will be uncomfortable, we will be uncomfortable, and the companies queuing up will also be uncomfortable, and everyone will not feel good." ”

The old man said: "I'll try my best! Oh yes...... What do you think of this kid surnamed Su? ”

"It's a good seedling." Lao Chen said, "There are only a handful of people in the domestic asset management industry who can do something like him." ”

"Hmm!" Lao Fang bowed slightly, "The key is to understand the situation, know where the key and difficulties of the market are, and be able to clearly check the pulse of the main line of the market, which is really powerful, if this guy doesn't have any background, and the Transaction Supervision Department can't find out anything, I really suspect that he is operating according to inside information." ”

"Huh, inside information?" Lao Chen chuckled lightly and said, "Those guys who operate inside information are not as sharp and decisive as him in their actions on the plate, and I still remember that when this guy laid out the 'Shanghai Free Trade Zone' last year, the news was more than half a month earlier than those who obtained inside information in the market!" ”

"It seems that you are very optimistic about him?" The old man smiled.

Lao Chen smiled: "It is rare to be able to produce talents in China, which is indeed something to be happy about, of course, if this kid one day goes crooked and violates the law and discipline, then it will naturally not be tolerated, that is, ...... The platform for private placement feels too narrow for him. ”

"If you have any ideas, you might as well say so." Lao Fang said.

"There are some things that I shouldn't say." Lao Chen smiled, "Let's observe first, if someone up there really wants to pay attention, there should be a move." ”

The old man pondered for a moment, probably knowing what he meant, smiled, and continued: "The pension is planning to enter the market, and within our asset management system, there are not many talents, and there are not many who can take on heavy responsibilities, according to what you said...... If someone above pays special attention, I think that in the near future, there should be some moves, and we don't have to worry about it, maybe this kid's future and achievements will be far greater than ours. ”